RBA michaelgreis_rty21 http://www.michaelgreis.org/wikinew/index.php/Main_Page MediaWiki 1.39.15 first-letter Media Special Talk User User talk RBA RBA talk File File talk MediaWiki MediaWiki talk Template Template talk Help Help talk Category Category talk 0 1 1 2024-05-23T21:24:50Z MediaWiki default 2 1 wikitext text/x-wiki <strong>MediaWiki has been installed.</strong> Consult the [https://www.mediawiki.org/wiki/Special:MyLanguage/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [https://www.mediawiki.org/wiki/Special:MyLanguage/Manual:Configuration_settings Configuration settings list] * [https://www.mediawiki.org/wiki/Special:MyLanguage/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/postorius/lists/mediawiki-announce.lists.wikimedia.org/ MediaWiki release mailing list] * [https://www.mediawiki.org/wiki/Special:MyLanguage/Localisation#Translation_resources Localise MediaWiki for your language] * [https://www.mediawiki.org/wiki/Special:MyLanguage/Manual:Combating_spam Learn how to combat spam on your wiki] 22vz5zlxa2zctewimaum2bf1due8hkl 2957 2020-12-01T00:41:21Z Greis>Michael 0 2957 wikitext text/x-wiki __NOTOC__ <center> Welcome - today is '''{{CURRENTDAYNAME}}, {{CURRENTMONTHNAME}} {{CURRENTDAY}}, {{CURRENTYEAR}}'''. This wiki contains '''{{NUMBEROFARTICLES}}''' articles. </center> <!-- First box - Overdue waiting (for) items - if any --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid red; padding: 5px;"> <center>{{#ask: [[Waiting::+]] [[action date::<{{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}}]] | mainlabel = Activity | ?Waiting = Waiting for | ?action date = Date Expected }}</center></div> <!-- First box - To Do items items - if any --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid green; padding: 5px;"> {{OpenHidden|All ToDo Items}} <center>{{#ask: [[ToDo::+]] | mainlabel = Project | ?ToDo = Activity }}</center>{{CloseHidden}}</div> <!-- Second box - Infrastructure and Activities --> {| style="width:100%; border: 2px solid gray; padding: 5px;" <!-- Content row --> |-align="left" |<span style="font-size:120%; text-decoration:underline"><u>Activities</u></span> <div style="font-size:100%"> *'''[[Career]]''' :*'''[[Career/Opportunities|Opportunities]]''' *'''[[Needham Activities]]''' *'''[[Infrastructure/Photography|Photography]]''' *'''[[Open Items]]''' - To-do items *'''[[To Be Filed]]''' - Record material for later transcription *'''[[Responsible Investor]]''' - Add items from Responsible Investor </div> |<span style="font-size:120%; text-decoration:underline"><u>[[Infrastructure]]</u></span> <div style="font-size:100%"> *'''[https://whm.nehoiden.net WHM log in to Nehoiden]''' *Log in to [http://www.GoDaddy.com GoDaddy] *'''[[Infrastructure/WordPress|WordPress]]''' *'''[[Infrastructure/Wiki|MediaWiki]]''' :*[[Infrastructure/Wiki/Using/Workflow Management|Workflow management]] - action/todo/waiting :*'''[[Assisted page creation]]''' - Tools and templates for creating specific types of pages and items *'''[[Infrastructure/Web Sites/Riverbend Advisors|Riverbend Advisors web site]]''' *'''[[Sustainable Investing Resources]]''' - Coordinate RBA/wiki/Workflowy resources and taxonomy </div> |} <!-- Third box - Current Projects --> {| style="width:100%; border: 2px solid gray; padding: 5px; font-size: 125%;" <!-- Content row --> |-align="left" |<span style="font-size:120%; text-decoration:underline"><u>Current Projects</u></span> {{#ask: [[project status::active]] [[activity type::research project||consulting engagement||full-day conference||panel||work project]] | link = yes | format = ul }} |<span style="font-size:120%; text-decoration:underline"><u>Active Committees</u></span> {{#ask: [[activity type::committee]] [[project status::active]] [[entity of::!Needham]] | link = yes | format = ul }} |} <!-- Fourth box - Recent Projects --> {| style="width:100%; border: 2px solid gray; padding: 5px; font-size:120%;" <!-- Content row --> |-align="left" |<span style="font-size:120%; text-decoration:underline"><u>Recent Projects</u></span> |-align="center" |{{OpenHidden|&nbsp;}} {{#ask: [[project status::completed||on hold]] [[activity type::research project||consulting engagement||full-day conference||panel||work project||committee]] | ?shortname | ?project status | ?event date | format = templatelist | template = QTB_CompletedProjects | introtemplate = QTH 3 | outrotemplate = QTF | userparam=Project Name,Status,Date Completed }} {{CloseHidden}} |} <span style="font-size:125%;font-weight:bold;">Create a new project</span> <inputbox> type=create default= preload=NewProject buttonlabel=Create new Project </inputbox> <center> See [[Infrastructure/Wiki/Structure#Project Pages|this section]] for detailed information about creating and using project pages. </center> <!-- Expandable box showing all FollowUp items --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid green; padding: 5px;"> {{OpenHidden|All FollowUp Items}} <center>{{#ask: [[FollowUp::+]] | mainlabel = Project | ?FollowUp = Activity }}</center>{{CloseHidden}}</div> <!-- Fifth box - Major Topics and Knowledge Base --> {| style="width:100%; border: 2px solid gray; padding: 5px;" <!-- Content row --> |-align="left" |<span style="font-size:120%; text-decoration:underline"><u>Major Topics</u></span> <div style="font-size:100%"> *'''[[Events]]''' - Event notes and details *'''[[Sustainability]]''' *'''[[Sustainability/Sustainable Investing|Sustainable Investing]]''' *'''[[Finance]]''' - Finance material (not specific to [[CFA]] or [[CFP]]) *'''[[Reference]]''' - Reference material in areas other than those above (e.g. science, engineering, math) *'''[[Politics|Policy, Politics and Advocacy]]''' - Articles, editorials, blog posts and papers :*All topics, though finance and sustainability-related items are generally in those pages *'''[[Home and Personal]]''' projects and reference *'''[[Family]]''' projects, travel, information and reference </div> |<span style="font-size:120%; text-decoration:underline"><u>Knowledge Base</u></span> <div style="font-size:110%"> *'''[[People]]''' *'''[[Companies|Organizations]]''' *[[Publications]] (superseded by Zotero) *[[Infrastructure/Wiki/Structure|Knowledge Base Structure]] </div> |} === Cross-References === {{hct|2017-07-19}} - Is this still useful? Some pages containing a specific type of information are categorized so that they can be found that way: *[[:Category:Webinar|Webinar]] - information and notes for webinars ---- rb7zdd6d5d8nb4vytyjdsqfcqcs3myp 2958 1 2024-05-24T05:10:47Z Michael 1 1 revision imported 1 wikitext text/x-wiki <strong>MediaWiki has been installed.</strong> Consult the [https://www.mediawiki.org/wiki/Special:MyLanguage/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [https://www.mediawiki.org/wiki/Special:MyLanguage/Manual:Configuration_settings Configuration settings list] * [https://www.mediawiki.org/wiki/Special:MyLanguage/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/postorius/lists/mediawiki-announce.lists.wikimedia.org/ MediaWiki release mailing list] * [https://www.mediawiki.org/wiki/Special:MyLanguage/Localisation#Translation_resources Localise MediaWiki for your language] * [https://www.mediawiki.org/wiki/Special:MyLanguage/Manual:Combating_spam Learn how to combat spam on your wiki] 22vz5zlxa2zctewimaum2bf1due8hkl 4469 2958 2024-05-24T05:18:24Z Michael 1 4469 wikitext text/x-wiki __NOTOC__ <center> Welcome - today is '''{{CURRENTDAYNAME}}, {{CURRENTMONTHNAME}} {{CURRENTDAY}}, {{CURRENTYEAR}}'''. This wiki contains '''{{NUMBEROFARTICLES}}''' articles. </center> <!-- First box - Overdue waiting (for) items - if any --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid red; padding: 5px;"> <center>{{#ask: [[Waiting::+]] [[action date::<{{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}}]] | mainlabel = Activity | ?Waiting = Waiting for | ?action date = Date Expected }}</center></div> <!-- First box - To Do items items - if any --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid green; padding: 5px;"> {{OpenHidden|All ToDo Items}} <center>{{#ask: [[ToDo::+]] | mainlabel = Project | ?ToDo = Activity }}</center>{{CloseHidden}}</div> <!-- Second box - Infrastructure and Activities --> {| style="width:100%; border: 2px solid gray; padding: 5px;" <!-- Content row --> |-align="left" |<span style="font-size:120%; text-decoration:underline"><u>Activities</u></span> <div style="font-size:100%"> *'''[[Career]]''' :*'''[[Career/Opportunities|Opportunities]]''' *'''[[Needham Activities]]''' *'''[[Infrastructure/Photography|Photography]]''' *'''[[Open Items]]''' - To-do items *'''[[To Be Filed]]''' - Record material for later transcription *'''[[Responsible Investor]]''' - Add items from Responsible Investor </div> |<span style="font-size:120%; text-decoration:underline"><u>[[Infrastructure]]</u></span> <div style="font-size:100%"> *'''[https://whm.nehoiden.net WHM log in to Nehoiden]''' *Log in to [http://www.GoDaddy.com GoDaddy] *'''[[Infrastructure/WordPress|WordPress]]''' *'''[[Infrastructure/Wiki|MediaWiki]]''' :*[[Infrastructure/Wiki/Using/Workflow Management|Workflow management]] - action/todo/waiting :*'''[[Assisted page creation]]''' - Tools and templates for creating specific types of pages and items *'''[[Infrastructure/Web Sites/Riverbend Advisors|Riverbend Advisors web site]]''' *'''[[Sustainable Investing Resources]]''' - Coordinate RBA/wiki/Workflowy resources and taxonomy </div> |} <!-- Third box - Current Projects --> {| style="width:100%; border: 2px solid gray; padding: 5px; font-size: 125%;" <!-- Content row --> |-align="left" |<span style="font-size:120%; text-decoration:underline"><u>Current Projects</u></span> {{#ask: [[project status::active]] [[activity type::research project||consulting engagement||full-day conference||panel||work project]] | link = yes | format = ul }} |<span style="font-size:120%; text-decoration:underline"><u>Active Committees</u></span> {{#ask: [[activity type::committee]] [[project status::active]] [[entity of::!Needham]] | link = yes | format = ul }} |} <!-- Fourth box - Recent Projects --> {| style="width:100%; border: 2px solid gray; padding: 5px; font-size:120%;" <!-- Content row --> |-align="left" |<span style="font-size:120%; text-decoration:underline"><u>Recent Projects</u></span> |-align="center" |{{OpenHidden|&nbsp;}} {{#ask: [[project status::completed||on hold]] [[activity type::research project||consulting engagement||full-day conference||panel||work project||committee]] | ?shortname | ?project status | ?event date | format = templatelist | template = QTB_CompletedProjects | introtemplate = QTH 3 | outrotemplate = QTF | userparam=Project Name,Status,Date Completed }} {{CloseHidden}} |} <span style="font-size:125%;font-weight:bold;">Create a new project</span> <inputbox> type=create default= preload=NewProject buttonlabel=Create new Project </inputbox> <center> See [[Infrastructure/Wiki/Structure#Project Pages|this section]] for detailed information about creating and using project pages. </center> <!-- Expandable box showing all FollowUp items --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid green; padding: 5px;"> {{OpenHidden|All FollowUp Items}} <center>{{#ask: [[FollowUp::+]] | mainlabel = Project | ?FollowUp = Activity }}</center>{{CloseHidden}}</div> <!-- Fifth box - Major Topics and Knowledge Base --> {| style="width:100%; border: 2px solid gray; padding: 5px;" <!-- Content row --> |-align="left" |<span style="font-size:120%; text-decoration:underline"><u>Major Topics</u></span> <div style="font-size:100%"> *'''[[Events]]''' - Event notes and details *'''[[Sustainability]]''' *'''[[Sustainability/Sustainable Investing|Sustainable Investing]]''' *'''[[Finance]]''' - Finance material (not specific to [[CFA]] or [[CFP]]) *'''[[Reference]]''' - Reference material in areas other than those above (e.g. science, engineering, math) *'''[[Politics|Policy, Politics and Advocacy]]''' - Articles, editorials, blog posts and papers :*All topics, though finance and sustainability-related items are generally in those pages *'''[[Home and Personal]]''' projects and reference *'''[[Family]]''' projects, travel, information and reference </div> |<span style="font-size:120%; text-decoration:underline"><u>Knowledge Base</u></span> <div style="font-size:110%"> *'''[[People]]''' *'''[[Companies|Organizations]]''' *[[Publications]] (superseded by Zotero) *[[Infrastructure/Wiki/Structure|Knowledge Base Structure]] </div> |} === Cross-References === {{hct|2017-07-19}} - Is this still useful? Some pages containing a specific type of information are categorized so that they can be found that way: *[[:Category:Webinar|Webinar]] - information and notes for webinars ---- rb7zdd6d5d8nb4vytyjdsqfcqcs3myp 0 2 2 2024-05-23T21:34:19Z Michael 1 Created page with "This is a '''test''' page for the new wiki." 2 wikitext text/x-wiki This is a '''test''' page for the new wiki. nxniffs5qv2e6pfh9pvcu2phus11y16 4 2 2024-05-23T21:40:23Z Michael 1 4 wikitext text/x-wiki This is a '''test''' page for the new wiki. <math>\sqrt{1-e^2}</math> qbd0yuk9gu0yvnlp27j28z4ii1b5eod 0 3 5 2024-04-07T18:42:39Z Greis>Michael 0 /* User Platforms, Tools and Applications */ 5 wikitext text/x-wiki {{OpenHidden|To-Do, Waiting and Follow-Up Items - Infrastructure}} <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid green; padding: 5px;"> <center>{{#ask: [[ToDo::+]] [[which project::{{PAGENAME}}]] | mainlabel = Project | ?ToDo = ToDo Activity }} {{#ask: [[Waiting::+]] [[which project::{{PAGENAME}}]] | mainlabel = Project | ?Waiting = Waiting | ?action date = Date }} {{#ask: [[FollowUp::+]] [[which project::{{PAGENAME}}]] | mainlabel = Project | ?FollowUp = FollowUp Activity }} </center></div> {{CloseHidden}} {{OpenHidden|Alphabetical list of all Infrastructure pages}}There are <subpagecount /> subpages: <subpages />{{CloseHidden}} <div style="clear: both;"></div> {{TOC|align=right}} == Systems == === Virtual Hosting and LINUX Servers === *[[Infrastructure/Virtual Hosting|Virtual Hosting]] *[[Infrastructure/Virtual Hosting/AlmaLinux 8 Migration|AlmaLinux 8 Migration]] - Aug/Sep 2023 :*Upgraded Server Hardware as well *[[Infrastructure/Nehoiden|Nehoiden]] - provisioned January, 2020 :*CentOS 7 server with cPanel :*4 GB Memory; 100 GB storage *[[Infrastructure/Virtual Hosting/Migration|Migration]] - Manage migration from CentOS 6 server to CentOS 7 server {{OpenHidden|Archive Material}} *[[Infrastructure/Nehoiden Magna cPanel|Nehoiden Magna]] with cPanel - provisioned January, 2015 :*CentOS6 server with cPanel :*2 GB Memory; 60 GB storage :*Upgraded to 3 GB Memory in 2019 '''Local LINUX Servers''' *[[Infrastructure/Saunders|Saunders]] - ASUS PC in basement running '''Fedora 20''' :*Set up for music studio :*Not currently used '''Other Virtual Server Providers''' *[https://www.servint.net/product/vps/ ServInt] :*Configurations and support options more granual than GoDaddy :*Approximately equivalent 2GB/60GB configuration $80/month '''Past Virtual Distributed Servers''' - GoDaddy *[[Infrastructure/Nehoiden 2012|Nehoiden 2012]] - VDS provisioned August, 2012 :*CentOS 6 server with PLESK 11 *[[Infrastructure/Nehoiden Magna|Nehoiden Magna]] - VDS installed October, 2010 :*CentOS 5 server replaced original Fedora 6 Server *[[Infrastructure/Server Migration|Server Migration]] - How to migrate from one VDS to another *[[Infrastructure/Server Upgrade 2012|Server Upgrade 2012]] - plan for 2012 VDS upgrade *[[Infrastructure/Server Upgrade 2010|Server Upgrade 2010]] - plan for 2010 VDS upgrade '''Past Local LINUX Servers''' *{{color||2012-08-15}} - No current active LINUX server :*Havelock shut down - DVD drive not functional, was running Fedora Core :*Should probably run CentOS to match GoDaddy VDS *[[Infrastructure/Havelock Customizations|Server Customization - Havelock]] *[[Infrastructure/Penguin Customizations|Server Customization - Penguin]] {{CloseHidden}} ==== GoDaddy Web Hosting ==== *[[Infrastructure/Web Hosting|Web Hosting]] - GoDaddy Web Hosting :*For web sites set up on their own GoDaddy web hosting plan === Network Attached Storage === '''[[Infrastructure/SynologyNAS|Synology NAS]]''' - DS218+ *Disk: 2 2TB Western Digital drives :*Mirrored RAID (2 TB total available) :*1 TB portable disk drive previously attached to Linksys (Athos) - see below '''1 TB portable disk drive attached to Linksys (Athos)''' - this disk is no longer accessible because Linksys uses the outdated SMB1 protocol *Windows 10 version 1709 and later no longer supports SMB1 - see [https://docs.microsoft.com/en-us/windows-server/storage/file-server/troubleshoot/smbv1-not-installed-by-default-in-windows this article] from Microsoft *Linksys EA9600 and other wifi devices <u>only</u> use SMB1 for disk drives attached to them *Check whether this has changed - otherwise will have to move or no longer use the 1 TB disk attached to Athos :*{{hct|2020-09-21}} - Still no support for SMB2 from Linksys '''[[Infrastructure/DLink DNS-323 NAS|DLink DNS-323 NAS]]''' - 1 TB RAID NAS *Deprecated, but still functional (1 disk of 2) === Backup and Cloud Storage === *[[Infrastructure/Backup|Backup]] - Reference for backup procedures that are set up on systems *[[Infrastructure/Cloud Storage|Cloud Storage]] information === Windows Servers === *No current Windows servers {{OpenHidden|Archive}} *Grimland - Windows XP :*Running Domino server :*Supports local e-mail system :*Supports Needham Channel web site ::*Planned migration to separate Windows server to be installed at TNC ::*Eventual re-implementation on Apache-type platform *[[Infrastructure/Windows VDS|Windows VDS]] for running Lotus Domino :*Reference for possible implementation {{CloseHidden}} == [[Infrastructure/Hardware|Hardware]] == There are <subpagecount page="Infrastructure/Hardware" /> subpages: <subpages page="Infrastructure/Hardware"/> {{TopicalResources|Hardware}} <hr /> {{hct|2020-11-30}} - Updated :*Added '''page description''' property to pages that need a further explanation under "Topical Resources" :*Updated [Template:TopicalResources]] to display the "page description" property of that topical resource page (Item #3 in 2019-12-18 status) :*How to display "page description" property in the list of subpages, where it would also be useful? ::*Subpages template/extension simply shows a nested list of the subpage - no way to add additional information ::*Doesn't appear to be a way to query the subpages of a page in SMW - see [http://wikimedia.7.x6.nabble.com/Querying-subpages-td583520.html this 2009 discussion] {{hct|2019-12-18}} - Implemented using the [[Infrastructure/Wiki/Structure#Child and Resource Pages|Child and Resource pages]] code to capture all relevant pages instead of having to list them manually. ::*Goal is to transition most/all of the sections on this page so that the sections no longer have to be individually maintained. ::*In some cases, the need to provide additional explanation (i.e. text) may require manual entries ::*Alternative - add another parameter - e.g. "topical page explanation" that could be added to pages and to the TopicalResources display template ::*Wouldn't affect subpages - could add topical resources for property to selected subpages that need additional explanation ::*Those subpages would be repeated in the list, with the second entry having the additional explanation == Web sites and domains == Unless otherwise indicated, all domains/sites on virtual distributed server *[[Infrastructure/Web Sites|Web Sites]] :*[[Infrastructure/Web Sites/Riverbend Advisors|Riverbend Advisors]] - Sustainability web site :*[[Infrastructure/Web Sites/Green Needham|Green Needham]] - Green Needham web site :*[[Infrastructure/Web Sites/Campaign|Campaign]] web site at [http://michaelgreis.com michaelgreis.com] == [[Infrastructure/LINUX|LINUX reference]] == == LINUX Applications == === [[Infrastructure/Wiki|Mediawiki]] === === [[Infrastructure/WordPress|WordPress]] === === Other LINUX Applications === *[[Infrastructure/eCommerce|eCommerce]] - Reference for eCommerce and merchant account options *[[Infrastructure/Mailman|Mailman]] - Mailman software - List maintenance *[[Infrastructure/MySQL|MySQL]] - MySQL Reference *[[Infrastructure/Tex|TeX]] - TeX, LaTeX and TeX Live *[[Infrastructure/Version Control|Version Control]] *'''Package Managers''' and front-end development :*[http://tech.pro/tutorial/1190/package-managers-an-introductory-guide-for-the-uninitiated-front-end-developer Package Managers] - an introductory guide for the uninitiated front-end developer :*[https://docs.npmjs.com/faq node NPM videos] :*'''NPM''' is for JS modules/packages and '''Bower''' is for browser development, packages including HTML, CSS, image and font files. == [[Infrastructure/Software Development|Software Development]] == == Workflow == === Knowledge Management === *'''[[Infrastructure/Zotero|Zotero]]''' *'''[https://tropy.org/ Tropy]''' - a tool for organizing and describing photographs of research material :*Creates a library, very similar to a Zotero library, of photos on a computer :*Organize and annotate photos as items :*Photos themselves are unchanged and in their original locations on the computer :*Export tropy information to CSV, JSON-LD (an open-source specification for data linking), and Omeka S :*Sister project to Zotero :*Under Digital Scholar umbrella, the nonprofit corporation which operates allied projects Zotero, Omeka, and Sourcery. *'''[https://omeka.org/s/ Omeka S]''' - a next-generation web publishing platform for institutions interested in connecting digital cultural heritage collections with other resources online :*Has a [http://dev.omeka.org/omeka-s-sandbox/admin sandbox] to explore features :*Open source :*Can export items from Tropy to Omeka S <u>Other Research Tools</u> {{hct|2021-01-27}} Bookmarking web sites/addresses (also for reading later and sharing; different apps have different focus) *'''Zotero''' (above) does this *[http://getpocket.com Pocket] - previously Read It Later . Focused on saving from web to read later. Bookmark to other apps. :*Account - '''mjgreis''' *[http://www.instapaper.com Instapaper] *[http://www.evernote.com Evernote] - originally? note taking. anything from the web - web site, part of a web site, documents, notes. === e-mail === *[[Infrastructure/e-mail platforms|platform coordination]] *[[Infrastructure/e-mail alternatives|e-mail client alternatives]] *[[Infrastructure/Thunderbird|Thunderbird]] e-mail *[[Infrastructure/Domino|Domino]] === [[Infrastructure/Social Media|Social Media]] === There are <subpagecount page="Infrastructure/Social Media" /> subpages: <subpages page="Infrastructure/Social Media"/> === e-mail Marketing and Outreach === *[[Infrastructure/MailChimp|MailChimp]] *[[Infrastructure/Constant Contact|Constant Contact]] *SurveyMonkey :*Have dropped paid version; free account still exists === Productivity Apps === Typically multi-platform - PC, mobile, web *[[Infrastructure/Applications/Workflowy|Workflowy]] Archive - no longer in use *[[Infrastructure/Applications/Toodledo|Toodledo]] (and related iPhone to-do app) === Office Applications === *[[Infrastructure/Microsoft Office|Microsoft Office]] *[[Infrastructure/Google Apps|Google Apps]] ==== Open Source and Office Alternatives ==== PC World's [https://www.pcworld.com/article/218394/software-productivity/best-microsoft-office-alternatives.html Best Microsoft Office alternatives] review {{hct|2017-10-07}} *[https://www.wps.com/office-free Kingston WPS Office 2016] - Highly rated by [https://www.pcworld.com/article/3226453/software-productivity/wps-office-2016-review-office-alternative.html PC World], free with ads, $30/year without ads *[[Infrastructure/Applications/Open Office|Open Office]] - Apache Open Office :*NB: Libre Office has been replaced by/superseded by/merged with Open Office *[[Infrastructure/Office Suites for Mobile|Office Suites for Mobile Devices]] === Other Workflow === ==== [[Infrastructure/Browsers|Browsers and Browser-related Issues]] ==== ==== [[Infrastructure/Contact Management|Contact Management]] ==== ==== [[Infrastructure/Collaboration|Collaboration]] ==== ==== [[Infrastructure/Conferencing|Conferencing]] ==== ==== [[Infrastructure/Sync|Sync]] ==== Synchronizing and exchanging information among platforms and formats :*All standalone applications exclusively for transfer or translation ==== [[Infrastructure/Calendar|Calendar]] ==== Calendar applications and coordination == User Platforms, Tools and Applications == === Web Tools - Platforms === *[[Infrastructure/PHP|PHP]] - PHP reference and information *[[Infrastructure/Python|Python]] reference and information *[[HTML and CSS Reference]] - HTML and CSS tag information for web site and wiki *[[Infrastructure/JavaScript|JavaScript]] - JavaScript Reference *[[Infrastructure/jQuery|jQuery]] - jQuery Reference :*[[Infrastructure/jQuery/Superfish|Superfish]] menu plug-in *Active PERL - [http://www.activestate.com/activeperl Community version] (no charge) :*Installed {{color||2016-04-22}} to allow installation of full version of [[Infrastructure/Graphics and Images#Software|ExifTool]] *[[Infrastructure/Python|Python]] and related data science tools *[https://dadabik.com/ DaDaBIK] - PHP/SQL web application builder - low-code/no-code database application builder. It makes creating a PHP online database application easy and fast. *[https://about.appsheet.com/home/ Google AppSheet] *[https://zapier.com/blog/simple-database-app-builders/ Zapier article] on app builders :*Takes the "beyond spreadsheets" perspective :*Other than AppSheet, most seem to be their own DB structure mimicing spreadsheet-type UI === Web Tools - Applications and APIs === *[[Infrastructure/Google Analytics|Google Analytics]] *[[Infrastructure/Stock Quotes API|Retrieve stock quotes and financial information]] *[[Infrastructure/ISBNdb|ISBNdb.com]] - Retrieve information about books *[[Infrastructure/Math|Math]] - Using and displaying math and equations in applications and on the web {{OpenHidden}} :*[[Infrastructure/DataBIK|DataBIK]] - Visual application development tool for creating web applications to access SQL databases :*[[Infrastructure/Smarty|Smarty template engine]] :*[[Web Tools|BWP Archive]] - Reference from Andy's initial BWP site design :*[http://www.monoslideshow.com/ Monoslideshow] - Flash-based slideshow for web sites ::*25 euros, has a WordPress Plugin ::*Superseded by many WP themes with built-in slide shows and other plugins {{CloseHidden}} === Web Tools - Application Communication and Interoperability === *[[Infrastructure/Zapier|Zapier]] *[[Infrastructure/Software_Development/Webhooks|Webhooks]] === Adobe Creative Cloud === Signed up for [https://creativecloud.adobe.com/ Adobe Creative Cloud] - Academic (Professor/Teacher) license *All Apps plus 100 GB storage *Monthly charge - $20.00 *Registered ID - '''mgreis@bentley.edu''' *Usage [https://helpx.adobe.com/download-install/using/install-apps-number-of-computers.html?promoid=Z662FS34&mv=other limitations]: :*Install on more than two computers :*Activate and sign in on '''two''' computers :*Use apps on '''one''' computer at a time Installed on: *'''Thinkbook''' and '''Ideapad''' {{hct|2023-04-17}} *Bentley HP laptop {{hct|2024-01-10}} ==== Downloaded Apps ==== As of {{hct|2024-01-10}} *Acrobat (TB, IP & BL) *Photoshop (TB) === Media === *[[Infrastructure/Graphics and Images|Graphics and Images]] - Tools, applications and reference *[[Infrastructure/Media sharing|Media Sharing and Streaming]] *[[Infrastructure/Photography|Photography]] *[[Infrastructure/Video|Video]] *[[Infrastructure/Audio|Audio]] === Site-based tools === *[http://tiny.cc tiny.cc] - For shortening web site addresses - '''preferred''' :*tiny.cc allows you to change the address associated with a shortened URL; bit.ly does not (as of 2013-10-04) *[http://bit.ly bit.ly] - For shortening web site addresses *[http://www.slideshare.com SlideShare] - upload, share and embed presentations on sites and blogs :*Add <tt>?startSlide=12</tt> to the embed code to start an embedded presentation at a specific slide. === Applications === *[[Infrastructure/Mobile|Mobile applications]] *[[Infrastructure/Applications|Other Applications]] - Miscellaneous/uncategorized applications === Other Platforms and Tools === *[[Infrastructure/Windows|Windows]] - Installation, Management and Operation *[[Infrastructure/Microsoft 365|Microsoft 365]] *[[Infrastructure/eBooks|eBooks]] === [[Infrastructure/Tools to Consider|Tools to Consider]] === == Networking and Networks == *[[Infrastructure/Networking/Local Network|Local Network]] *[[Infrastructure/Comcast|Comcast]] - Comcast Xfinity connectivity *[[Infrastructure/Evolve IP|Evolve IP Phone Service]] *[[Infrastructure/Networking|Networking]] - Reference for networks and networking *[[Infrastructure/Networking/DDNS|DDNS]] for connecting to machines with dynamic IP == References, Tutorials and Help Resources == '''Tutorial Sites''': (some also listed on page for related tools) *'''[http://www.w3schools.com/tags/ref_standardattributes.asp W3Schools]''' is the best reference site for HTML, CSS (and much more). Includes definitions, explanations, tutorials and a "try me" capability to test tags and code. *'''[http://www.tutorialspoint.com TutorialsPoint]''' - short tutorials on a wide range of tools *'''[https://www.linkedin.com/learning/me Lynda.com]''' - available with my premium LinkedIn Membership '''References''': *[http://www.w3schools.com/ W3Schools] - Web development tutorials and reference :*HTML, CSS, Scripting, more *[http://www.linuxtopia.org/ Linuxtopia] - online resource for anyone learning or deploying enterprise level open source technology Add others... == [[Infrastructure/Supplies and Services|Supplies and Services]] == Products, supplies and services - not technology-based or not fitting into other categories == Infrastructure To-Do == *[[Infrastructure/To Do|Consolidated To Do]] *[[Community Action Tasks]] - To-do's for Riverbend Partners' Community Action Application ---- [[Category:Infrastructure]] 1cssqg9oirvbrmvizatvo695l9hfhm1 6 5 2024-05-24T02:58:18Z Michael 1 1 revision imported 5 wikitext text/x-wiki {{OpenHidden|To-Do, Waiting and Follow-Up Items - Infrastructure}} <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid green; padding: 5px;"> <center>{{#ask: [[ToDo::+]] [[which project::{{PAGENAME}}]] | mainlabel = Project | ?ToDo = ToDo Activity }} {{#ask: [[Waiting::+]] [[which project::{{PAGENAME}}]] | mainlabel = Project | ?Waiting = Waiting | ?action date = Date }} {{#ask: [[FollowUp::+]] [[which project::{{PAGENAME}}]] | mainlabel = Project | ?FollowUp = FollowUp Activity }} </center></div> {{CloseHidden}} {{OpenHidden|Alphabetical list of all Infrastructure pages}}There are <subpagecount /> subpages: <subpages />{{CloseHidden}} <div style="clear: both;"></div> {{TOC|align=right}} == Systems == === Virtual Hosting and LINUX Servers === *[[Infrastructure/Virtual Hosting|Virtual Hosting]] *[[Infrastructure/Virtual Hosting/AlmaLinux 8 Migration|AlmaLinux 8 Migration]] - Aug/Sep 2023 :*Upgraded Server Hardware as well *[[Infrastructure/Nehoiden|Nehoiden]] - provisioned January, 2020 :*CentOS 7 server with cPanel :*4 GB Memory; 100 GB storage *[[Infrastructure/Virtual Hosting/Migration|Migration]] - Manage migration from CentOS 6 server to CentOS 7 server {{OpenHidden|Archive Material}} *[[Infrastructure/Nehoiden Magna cPanel|Nehoiden Magna]] with cPanel - provisioned January, 2015 :*CentOS6 server with cPanel :*2 GB Memory; 60 GB storage :*Upgraded to 3 GB Memory in 2019 '''Local LINUX Servers''' *[[Infrastructure/Saunders|Saunders]] - ASUS PC in basement running '''Fedora 20''' :*Set up for music studio :*Not currently used '''Other Virtual Server Providers''' *[https://www.servint.net/product/vps/ ServInt] :*Configurations and support options more granual than GoDaddy :*Approximately equivalent 2GB/60GB configuration $80/month '''Past Virtual Distributed Servers''' - GoDaddy *[[Infrastructure/Nehoiden 2012|Nehoiden 2012]] - VDS provisioned August, 2012 :*CentOS 6 server with PLESK 11 *[[Infrastructure/Nehoiden Magna|Nehoiden Magna]] - VDS installed October, 2010 :*CentOS 5 server replaced original Fedora 6 Server *[[Infrastructure/Server Migration|Server Migration]] - How to migrate from one VDS to another *[[Infrastructure/Server Upgrade 2012|Server Upgrade 2012]] - plan for 2012 VDS upgrade *[[Infrastructure/Server Upgrade 2010|Server Upgrade 2010]] - plan for 2010 VDS upgrade '''Past Local LINUX Servers''' *{{color||2012-08-15}} - No current active LINUX server :*Havelock shut down - DVD drive not functional, was running Fedora Core :*Should probably run CentOS to match GoDaddy VDS *[[Infrastructure/Havelock Customizations|Server Customization - Havelock]] *[[Infrastructure/Penguin Customizations|Server Customization - Penguin]] {{CloseHidden}} ==== GoDaddy Web Hosting ==== *[[Infrastructure/Web Hosting|Web Hosting]] - GoDaddy Web Hosting :*For web sites set up on their own GoDaddy web hosting plan === Network Attached Storage === '''[[Infrastructure/SynologyNAS|Synology NAS]]''' - DS218+ *Disk: 2 2TB Western Digital drives :*Mirrored RAID (2 TB total available) :*1 TB portable disk drive previously attached to Linksys (Athos) - see below '''1 TB portable disk drive attached to Linksys (Athos)''' - this disk is no longer accessible because Linksys uses the outdated SMB1 protocol *Windows 10 version 1709 and later no longer supports SMB1 - see [https://docs.microsoft.com/en-us/windows-server/storage/file-server/troubleshoot/smbv1-not-installed-by-default-in-windows this article] from Microsoft *Linksys EA9600 and other wifi devices <u>only</u> use SMB1 for disk drives attached to them *Check whether this has changed - otherwise will have to move or no longer use the 1 TB disk attached to Athos :*{{hct|2020-09-21}} - Still no support for SMB2 from Linksys '''[[Infrastructure/DLink DNS-323 NAS|DLink DNS-323 NAS]]''' - 1 TB RAID NAS *Deprecated, but still functional (1 disk of 2) === Backup and Cloud Storage === *[[Infrastructure/Backup|Backup]] - Reference for backup procedures that are set up on systems *[[Infrastructure/Cloud Storage|Cloud Storage]] information === Windows Servers === *No current Windows servers {{OpenHidden|Archive}} *Grimland - Windows XP :*Running Domino server :*Supports local e-mail system :*Supports Needham Channel web site ::*Planned migration to separate Windows server to be installed at TNC ::*Eventual re-implementation on Apache-type platform *[[Infrastructure/Windows VDS|Windows VDS]] for running Lotus Domino :*Reference for possible implementation {{CloseHidden}} == [[Infrastructure/Hardware|Hardware]] == There are <subpagecount page="Infrastructure/Hardware" /> subpages: <subpages page="Infrastructure/Hardware"/> {{TopicalResources|Hardware}} <hr /> {{hct|2020-11-30}} - Updated :*Added '''page description''' property to pages that need a further explanation under "Topical Resources" :*Updated [Template:TopicalResources]] to display the "page description" property of that topical resource page (Item #3 in 2019-12-18 status) :*How to display "page description" property in the list of subpages, where it would also be useful? ::*Subpages template/extension simply shows a nested list of the subpage - no way to add additional information ::*Doesn't appear to be a way to query the subpages of a page in SMW - see [http://wikimedia.7.x6.nabble.com/Querying-subpages-td583520.html this 2009 discussion] {{hct|2019-12-18}} - Implemented using the [[Infrastructure/Wiki/Structure#Child and Resource Pages|Child and Resource pages]] code to capture all relevant pages instead of having to list them manually. ::*Goal is to transition most/all of the sections on this page so that the sections no longer have to be individually maintained. ::*In some cases, the need to provide additional explanation (i.e. text) may require manual entries ::*Alternative - add another parameter - e.g. "topical page explanation" that could be added to pages and to the TopicalResources display template ::*Wouldn't affect subpages - could add topical resources for property to selected subpages that need additional explanation ::*Those subpages would be repeated in the list, with the second entry having the additional explanation == Web sites and domains == Unless otherwise indicated, all domains/sites on virtual distributed server *[[Infrastructure/Web Sites|Web Sites]] :*[[Infrastructure/Web Sites/Riverbend Advisors|Riverbend Advisors]] - Sustainability web site :*[[Infrastructure/Web Sites/Green Needham|Green Needham]] - Green Needham web site :*[[Infrastructure/Web Sites/Campaign|Campaign]] web site at [http://michaelgreis.com michaelgreis.com] == [[Infrastructure/LINUX|LINUX reference]] == == LINUX Applications == === [[Infrastructure/Wiki|Mediawiki]] === === [[Infrastructure/WordPress|WordPress]] === === Other LINUX Applications === *[[Infrastructure/eCommerce|eCommerce]] - Reference for eCommerce and merchant account options *[[Infrastructure/Mailman|Mailman]] - Mailman software - List maintenance *[[Infrastructure/MySQL|MySQL]] - MySQL Reference *[[Infrastructure/Tex|TeX]] - TeX, LaTeX and TeX Live *[[Infrastructure/Version Control|Version Control]] *'''Package Managers''' and front-end development :*[http://tech.pro/tutorial/1190/package-managers-an-introductory-guide-for-the-uninitiated-front-end-developer Package Managers] - an introductory guide for the uninitiated front-end developer :*[https://docs.npmjs.com/faq node NPM videos] :*'''NPM''' is for JS modules/packages and '''Bower''' is for browser development, packages including HTML, CSS, image and font files. == [[Infrastructure/Software Development|Software Development]] == == Workflow == === Knowledge Management === *'''[[Infrastructure/Zotero|Zotero]]''' *'''[https://tropy.org/ Tropy]''' - a tool for organizing and describing photographs of research material :*Creates a library, very similar to a Zotero library, of photos on a computer :*Organize and annotate photos as items :*Photos themselves are unchanged and in their original locations on the computer :*Export tropy information to CSV, JSON-LD (an open-source specification for data linking), and Omeka S :*Sister project to Zotero :*Under Digital Scholar umbrella, the nonprofit corporation which operates allied projects Zotero, Omeka, and Sourcery. *'''[https://omeka.org/s/ Omeka S]''' - a next-generation web publishing platform for institutions interested in connecting digital cultural heritage collections with other resources online :*Has a [http://dev.omeka.org/omeka-s-sandbox/admin sandbox] to explore features :*Open source :*Can export items from Tropy to Omeka S <u>Other Research Tools</u> {{hct|2021-01-27}} Bookmarking web sites/addresses (also for reading later and sharing; different apps have different focus) *'''Zotero''' (above) does this *[http://getpocket.com Pocket] - previously Read It Later . Focused on saving from web to read later. Bookmark to other apps. :*Account - '''mjgreis''' *[http://www.instapaper.com Instapaper] *[http://www.evernote.com Evernote] - originally? note taking. anything from the web - web site, part of a web site, documents, notes. === e-mail === *[[Infrastructure/e-mail platforms|platform coordination]] *[[Infrastructure/e-mail alternatives|e-mail client alternatives]] *[[Infrastructure/Thunderbird|Thunderbird]] e-mail *[[Infrastructure/Domino|Domino]] === [[Infrastructure/Social Media|Social Media]] === There are <subpagecount page="Infrastructure/Social Media" /> subpages: <subpages page="Infrastructure/Social Media"/> === e-mail Marketing and Outreach === *[[Infrastructure/MailChimp|MailChimp]] *[[Infrastructure/Constant Contact|Constant Contact]] *SurveyMonkey :*Have dropped paid version; free account still exists === Productivity Apps === Typically multi-platform - PC, mobile, web *[[Infrastructure/Applications/Workflowy|Workflowy]] Archive - no longer in use *[[Infrastructure/Applications/Toodledo|Toodledo]] (and related iPhone to-do app) === Office Applications === *[[Infrastructure/Microsoft Office|Microsoft Office]] *[[Infrastructure/Google Apps|Google Apps]] ==== Open Source and Office Alternatives ==== PC World's [https://www.pcworld.com/article/218394/software-productivity/best-microsoft-office-alternatives.html Best Microsoft Office alternatives] review {{hct|2017-10-07}} *[https://www.wps.com/office-free Kingston WPS Office 2016] - Highly rated by [https://www.pcworld.com/article/3226453/software-productivity/wps-office-2016-review-office-alternative.html PC World], free with ads, $30/year without ads *[[Infrastructure/Applications/Open Office|Open Office]] - Apache Open Office :*NB: Libre Office has been replaced by/superseded by/merged with Open Office *[[Infrastructure/Office Suites for Mobile|Office Suites for Mobile Devices]] === Other Workflow === ==== [[Infrastructure/Browsers|Browsers and Browser-related Issues]] ==== ==== [[Infrastructure/Contact Management|Contact Management]] ==== ==== [[Infrastructure/Collaboration|Collaboration]] ==== ==== [[Infrastructure/Conferencing|Conferencing]] ==== ==== [[Infrastructure/Sync|Sync]] ==== Synchronizing and exchanging information among platforms and formats :*All standalone applications exclusively for transfer or translation ==== [[Infrastructure/Calendar|Calendar]] ==== Calendar applications and coordination == User Platforms, Tools and Applications == === Web Tools - Platforms === *[[Infrastructure/PHP|PHP]] - PHP reference and information *[[Infrastructure/Python|Python]] reference and information *[[HTML and CSS Reference]] - HTML and CSS tag information for web site and wiki *[[Infrastructure/JavaScript|JavaScript]] - JavaScript Reference *[[Infrastructure/jQuery|jQuery]] - jQuery Reference :*[[Infrastructure/jQuery/Superfish|Superfish]] menu plug-in *Active PERL - [http://www.activestate.com/activeperl Community version] (no charge) :*Installed {{color||2016-04-22}} to allow installation of full version of [[Infrastructure/Graphics and Images#Software|ExifTool]] *[[Infrastructure/Python|Python]] and related data science tools *[https://dadabik.com/ DaDaBIK] - PHP/SQL web application builder - low-code/no-code database application builder. It makes creating a PHP online database application easy and fast. *[https://about.appsheet.com/home/ Google AppSheet] *[https://zapier.com/blog/simple-database-app-builders/ Zapier article] on app builders :*Takes the "beyond spreadsheets" perspective :*Other than AppSheet, most seem to be their own DB structure mimicing spreadsheet-type UI === Web Tools - Applications and APIs === *[[Infrastructure/Google Analytics|Google Analytics]] *[[Infrastructure/Stock Quotes API|Retrieve stock quotes and financial information]] *[[Infrastructure/ISBNdb|ISBNdb.com]] - Retrieve information about books *[[Infrastructure/Math|Math]] - Using and displaying math and equations in applications and on the web {{OpenHidden}} :*[[Infrastructure/DataBIK|DataBIK]] - Visual application development tool for creating web applications to access SQL databases :*[[Infrastructure/Smarty|Smarty template engine]] :*[[Web Tools|BWP Archive]] - Reference from Andy's initial BWP site design :*[http://www.monoslideshow.com/ Monoslideshow] - Flash-based slideshow for web sites ::*25 euros, has a WordPress Plugin ::*Superseded by many WP themes with built-in slide shows and other plugins {{CloseHidden}} === Web Tools - Application Communication and Interoperability === *[[Infrastructure/Zapier|Zapier]] *[[Infrastructure/Software_Development/Webhooks|Webhooks]] === Adobe Creative Cloud === Signed up for [https://creativecloud.adobe.com/ Adobe Creative Cloud] - Academic (Professor/Teacher) license *All Apps plus 100 GB storage *Monthly charge - $20.00 *Registered ID - '''mgreis@bentley.edu''' *Usage [https://helpx.adobe.com/download-install/using/install-apps-number-of-computers.html?promoid=Z662FS34&mv=other limitations]: :*Install on more than two computers :*Activate and sign in on '''two''' computers :*Use apps on '''one''' computer at a time Installed on: *'''Thinkbook''' and '''Ideapad''' {{hct|2023-04-17}} *Bentley HP laptop {{hct|2024-01-10}} ==== Downloaded Apps ==== As of {{hct|2024-01-10}} *Acrobat (TB, IP & BL) *Photoshop (TB) === Media === *[[Infrastructure/Graphics and Images|Graphics and Images]] - Tools, applications and reference *[[Infrastructure/Media sharing|Media Sharing and Streaming]] *[[Infrastructure/Photography|Photography]] *[[Infrastructure/Video|Video]] *[[Infrastructure/Audio|Audio]] === Site-based tools === *[http://tiny.cc tiny.cc] - For shortening web site addresses - '''preferred''' :*tiny.cc allows you to change the address associated with a shortened URL; bit.ly does not (as of 2013-10-04) *[http://bit.ly bit.ly] - For shortening web site addresses *[http://www.slideshare.com SlideShare] - upload, share and embed presentations on sites and blogs :*Add <tt>?startSlide=12</tt> to the embed code to start an embedded presentation at a specific slide. === Applications === *[[Infrastructure/Mobile|Mobile applications]] *[[Infrastructure/Applications|Other Applications]] - Miscellaneous/uncategorized applications === Other Platforms and Tools === *[[Infrastructure/Windows|Windows]] - Installation, Management and Operation *[[Infrastructure/Microsoft 365|Microsoft 365]] *[[Infrastructure/eBooks|eBooks]] === [[Infrastructure/Tools to Consider|Tools to Consider]] === == Networking and Networks == *[[Infrastructure/Networking/Local Network|Local Network]] *[[Infrastructure/Comcast|Comcast]] - Comcast Xfinity connectivity *[[Infrastructure/Evolve IP|Evolve IP Phone Service]] *[[Infrastructure/Networking|Networking]] - Reference for networks and networking *[[Infrastructure/Networking/DDNS|DDNS]] for connecting to machines with dynamic IP == References, Tutorials and Help Resources == '''Tutorial Sites''': (some also listed on page for related tools) *'''[http://www.w3schools.com/tags/ref_standardattributes.asp W3Schools]''' is the best reference site for HTML, CSS (and much more). Includes definitions, explanations, tutorials and a "try me" capability to test tags and code. *'''[http://www.tutorialspoint.com TutorialsPoint]''' - short tutorials on a wide range of tools *'''[https://www.linkedin.com/learning/me Lynda.com]''' - available with my premium LinkedIn Membership '''References''': *[http://www.w3schools.com/ W3Schools] - Web development tutorials and reference :*HTML, CSS, Scripting, more *[http://www.linuxtopia.org/ Linuxtopia] - online resource for anyone learning or deploying enterprise level open source technology Add others... == [[Infrastructure/Supplies and Services|Supplies and Services]] == Products, supplies and services - not technology-based or not fitting into other categories == Infrastructure To-Do == *[[Infrastructure/To Do|Consolidated To Do]] *[[Community Action Tasks]] - To-do's for Riverbend Partners' Community Action Application ---- [[Category:Infrastructure]] 1cssqg9oirvbrmvizatvo695l9hfhm1 0 4 7 2023-08-04T01:47:22Z Greis>Michael 0 /* DNS TXT Records */ 7 wikitext text/x-wiki {{action|Review and update page|wa=ToDo|ad=2022-08-18|}} *Move detailed items to to appropriate pages or archive as appropriate *Consolidate/remove child pages {{PageResources|Infrastructure/Virtual Hosting}} == Local Files and Resources == *{{mmb|C:\Documents\Reference\Hosting}} on laptop *{{mmb|\\SynologyNAS\Shared\Hosting}} - local copies of server files - used with FileZilla PRO for working with WordPress and other files from the host == Migration == {{hct|2020-03-15}} - Migration to new server complete :*{{hct|2020-04-15}} - CentOS 6 server cancelled As of {{hct|November 2020}}, CentOS 6 will no longer be supported. Must migrate to a new GoDaddy CentOS 7 before then. :*{{hct|Completed 2020-03-15}} - Migrate to a new Virtual Server with CentOS 7 {{hct|2020-01-12}} - Provisioned a new CentOS server; procured '''three month extension''' on existing CentOS 6 (GoDaddy Gen 3) server '''[[Infrastructure/Virtual Hosting/Migration|This page]]''' tracks the migration == [[Infrastructure/Virtual Hosting/cPanel|cPanel]] and WHM == [[Infrastructure/Virtual Hosting/cPanel|cPanel]] is the management interface for the virtual server environment. {{hct|WHM}} provides backend administrative access for the virtual server itself '''cPanel Log Locations''' - See [https://www.hostpapa.com/knowledgebase/find-system-cpanel-log-files-locations/ this article] *{{mm|Note:}} A link to a similar article information exists on another page. Find it and move this there. == User Environment == Similar information is also on the [[Infrastructure/LINUX/Reference|Reference]] page *<tt>/etc/profile</tt> - system-wide environment variables and start-up programs *<tt>/etc/bashrc</tt> - functions and aliases for all shells In both cases, these files recommend that customizations be done by adding a shell script to the <tt>'''etc/profile.d'''</tt> directory. :*Presumably, all the scripts in this directory are executed for each user? :*directory contains both .sh and .csh files as configured Aliases and functions for individual users can be added in that users <tt>'''.bashrc'''</tt> file :*'''Note:''' by default, the FTP "users" defined in Plesk for each domain don't have .bashrc files. :*Add a <tt>'''.bashrc'''</tt> and a <tt>'''.bash_profile'''</tt> file to the domain's root <tt>/var/www/vhosts/''domain.com''</tt>. :*Use files from existing users as templates. :*Also, check the '''/etc/passwd''' file to ensure that the user can login and open a shell (last parameter on the line for the user) '''Groups''' Can add groups and add users to groups. :*'''gpasswd''' command - check into this {{color||2013-08-30}} - Added '''.bashrc''' and '''.bash_profile''' files for the users associated with the most-used domains on Nehoiden (GNC, RBA, mjg.org) == DNS Configuration and Management == The DNS configuration for domains hosted on the VPS is on the VPS itself, configured and managed through WHM/cPanel. See [[Infrastructure/Nehoiden_Magna_cPanel#DNS_Zones|the DNS Zones section]] of the Nehoiden Magna Panel page for configuration information for those VPS domains. (This information should be update and recreated here.) The domains themselves are registered at GoDaddy. Use the [https://dcc.godaddy.com/domains/ Domain Manager page] at GoDaddy to '''set the nameservers to point to the nameservers on the VPS'''. *The current Nehoiden CentOS 7 server uses the '''nehoiden.net''' nameservers for all domains *The previous Nehoiden Magna server used the '''nehoiden.info''' nameserver for all domains. Having two domains allows DNS service to be live on multiple servers during a migration from one VPS to another. When a domain is transferred or recreated on a new VPS, its DNS is then properly configured at that VPS. *The only step required make the domain live on the new server is to change the nameservers listed on the GoDaddy domain manager page (e.g. from ns1.nehoiden.info to ns1.nehoiden.net). *Similarly, if there is a problem with the domain on the new server, it can be quickly moved back to the old server by changing the nameservers back on GoDaddy. For any domain not hosted on the VPS, the DNS records are created and managed on the GoDaddy Domain Manager. === DNS records at VPS === The DNS records for a domain are created automatically when a domain is created within a whm account. *Most of the current domains have been migrated between servers several times and may have some records that are no longer needed (or could be problematic). :*Updated information and documentation in the [[#DNS Zones|DNS Zones]] section below === dig === Use LINUX command '''dig''' to check the DNS records for a domain: dig @IP_OF_DNS_SERVER yourdomain.com dig (domain information groper) is a flexible tool for interrogating DNS name server Note: installed with '''bind-utils''' package === nslookup === Reverse lookup of IP address for domain name nslookup ''domain-name'' or nslookup -type=ns ''domain-name'' Note: installed with '''bind-utils''' package *Also available on Windows == DNS Zones == DNS Zone information for a domain hosted on the virtual server. *Use the Edit DNS Zone option on the WHM control panel for the server === DNS '''A''' Records === '''A''' records map a domain or subdomain to an <u>IP address</u> :*'''AAAA''' records map a domain or subdomain to an <u>IP v6 address</u> In the WHM/cPanel environment: *'''A''' records are created for services provided by WHM/cPanel and for standard services: :*whm, cpanel, cpcalendars cpcontacts :*mail, webmail, lists === DNS '''CNAME''' Records === '''CNAME''' - canonical name record, maps a domain or subdomain name to another <u>domain name</u> *This is typically used for '''web-based''' services and aliases CNAME records are also used for '''DKIM''' authentication *See [https://www.dmarcanalyzer.com/dkim/ this article] for information about DKIM authentication *A k1._domainkey.''domain.tld'' CNAME record with value '''dkim.mcsv.net''' is used for MailChimp === DNS '''MX''' Records === '''MX''' records pecifies which server(s) to use to deliver mail to when this type of request is made to the domain *Priority entry indicates which server to first (lower numbers) *If mail service is running on the domain itself, the MX records point to {{mm|'''mail'''.domain.tld}} *If mail service is not running on the domain, but forwarding for mail service is provided by GoDaddy, the MX records should point to: ::{{mm|0 smtp.secureserver.net}} ::{{mm|10 mailstore1.secureserver.net}} === DNS '''TXT''' Records === '''TXT''' records store text information that can accessed as needed. For example, used to hold SPF data and verify domain ownership '''SPF''' TXT records help ensure that mail from your domain is accepted by e-mail providers and limits the possibility of spoofing attacks *[https://www.dmarcanalyzer.com/spf/how-to-create-an-spf-txt-record This article] explains how to create an SPF TXT record SPF TXT records set up for Green Needham, RBA, Needham Local (2023-08-03) and michaelgreis.org (2023-08-03) *v=spf1 +a +mx +ip4:107.180.93.185 +ip4:10.217.15.52 +include:dedrelay.secureserver.net +include:a2nlvphout-v01.shr.prod.iad2.secureserver.net +include:servers.mcsv.net ~all Example: ''' "v=spf1 ip4:107.180.93.185 +a +mx +include:secureserver.net -all" ''' *Notes for SPF TXT records: :*An ip4 entry is required for the server itself ::*An '''ip4''' entry for the new server is '''not''' automatically added to the SPF record when a domain is migrated using the WHM transfer tool. :*'''+ip4''' entries should be included for other servers authorized to send mail for this domain :*'''+mx''' can be included to ensure that the local mailservers are covered (e.g. mail.domain.tld) :*'''+a''' is not strictly necessary, since the IP is included explicity, but won't do any name :*'''+include=secureserver.net''' must be included for the GoDaddy relay servers :*'''+include=servers.mcsv.net''' is included for domains using MailChimp ([https://mailchimp.com/help/set-up-custom-domain-authentication-dkim-and-spf/ See MailChimp documentation]) :*'''-all''' (dash all) is a hard fail :*'''~all''' (tilde all) is a soft fail ::*Use hard fail; fall back to soft fail if have mail delivery problems '''default._domainkey''' TXT records are created by WHM for DKIM authentication Google articles on DKIM & SPF configuration for e-mail deliverability *[https://support.google.com/mail/answer/81126#authentication Prevent Gmail users from being blocked or sent to sp*m] *[https://support.google.com/a/answer/10685031#more-senders Define your SPF record - basic setup] *[https://support.google.com/a/topic/2752442 Increase security for outgoing mail with DKIM] === DNS '''NS''' Records === '''NS''' records specify the server(s) which are providing DNS name service for that domain name === Example from current CentOS 7 server === {| border="1" cellspacing="0" cellpadding="4" align="center" class="sortable" |+ '''DNS Zone Records''' (click heading to sort) <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | TTL !style="background:#ffdead;" | Class !style="background:#ffdead;" | Type !style="background:#ffdead" | Record <!-- Content row --> |-align="left" |riverbendadvisors.com. | 14400 |align="center"| IN |align="center"| SOA |align="center" style="color:green;" | ns1.nehoiden.net. <!-- Content row --> |-align="left" |*.webmail | 14400 |align="center"| IN |align="center"| CNAME |align="center" style="color:green;" | riverbendadvisors.com. <!-- Content row --> |-align="left" |www | 14400 |align="center"| IN |align="center"| CNAME |align="center" style="color:green;" | riverbendadvisors.com. <!-- Content row --> |-align="left" |riverbendadvisors.com. | 14400 |align="center"| IN |align="center"| TXT |align="center" style="color:green;" | "v=spf1 ip4:107.180.93.185 +a +mx +include:secureserver.net +include:servers.mcsv.net ~all" <!-- Content row --> |-align="left" |riverbendadvisors.com. | 86400 |align="center"| IN |align="center"| NS |align="center" style="color:green;" | ns1.nehoiden.net <!-- Content row --> |-align="left" |riverbendadvisors.com. | 86400 |align="center"| IN |align="center"| NS |align="center" style="color:green;" | ns2.nehoiden.net <!-- Content row --> |-align="left" |ftp | 14400 |align="center"| IN |align="center"| CNAME |align="center" style="color:green;" | riverbendadvisors.com.. <!-- Content row --> |-align="left" |ipv4 | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |mail | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |riverbendadvisors.com. | 14400 |align="center"| IN |align="center"| MX |align="center" style="color:green;" | 10 mail.riverbendadvisors.com. <!-- Content row --> |-align="left" |webmail | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |riverbendadvisors.com. | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |ns | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |lists | 14400 |align="center"| IN |align="center"| CNAME |align="center" style="color:green;" | riverbendadvisors.com. <!-- Content row --> |-align="left" |webdisk | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |whm | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |cpanel | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |cpcalendars | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |cpconctacts | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |default_domainkey | 14400 |align="center"| IN |align="center"| TXT |align="center" style="color:green;" | "v=DKIM1; k=rsa; p=keystuff" more_key_stuff <!-- End of table --> |} == Access to server == *Sign on to GoDaddy Account *Under Servers, select Manage Virtual Server *Select '''Manage Server''' - opens '''WHM''' to manage server wide configuration. *Select '''cPanel''' under the domain to manage that domain. *Via PuTTY/SSH :*To '''Nehoiden (CentOS 7)''' saved session, 107.180.93.185:22 *Login :*mgreis/bre$82DON :*su - same password *Directory structure: *Each domain has its own directory structure in '''/home/''username''''' *The web site files are in '''public_html''' (the document root for the domain) == Server Paths == {{color||2016-04-22 - update this}} *perl - /usr/bin/perl *php - /usr/bin/php *sendmail - /usr/sbin/sendmail NOTE: You can use the Linux which command to return the location of binaries defined in your PATH environment variable. Its syntax is shown below: which <application name> == System Logs == See [https://documentation.cpanel.net/display/CKB/The+cPanel+Log+Files this article] from cPanel documentation for the location of cPanel log files *'''System logs''' in {{mmb|/var/log}} :*{{mm|/var/log/}}{{mmb|messages}} - error messages for: ::*FTP ::*The nameserver daemons :*{{mm|/var/log/}}{{mmb|secure}} - login attempts for the SSH daemon (sshd) *'''MySQL''' logs in {{mmb|/var/lib/mysql}} :*{{mm|/var/lib/mysql/}}{{mmb|HOSTNAME.err}} - e.g. /var/mysql/nehoiden.secureserver.net.err *'''Apache''' logs: :*Access logs by domain - {{mm|/usr/local/apache/domlogs/'''username'''}} :*Apache access logs (system) - {{mmb|/var/log/apache2}} == Statistics == {{color||2016-04-22}} - Update this for WHM/cPanel environment '''AWStats''' enabled for hosted domains. Stats are web accessible at: https://'''domain.org'''/plesk-stat/webstat/index.html where '''domain.org''' is the domain name. The statistics are maintained in this directory (for AWStats): /var/www/vhosts/'''domain.org'''/statistics/webstat Note: the directory '''/var/www/vhosts/''domain.org''/logs''' contains the log files for the domain. == Shell scripts created == === '''follow''' script === '''follow''' script in <tt>/usr/local/bin</tt> can be used to follow various log files (uses the '''tail''' command) :*<tt>follow mail</tt> - to follow mail log :*<tt>follow apache ''domain.org''</tt> - to follow the apache error log for domain ''domain.org'' :*<tt>follow ''logname''</tt> - to follow the log named ''logname'' (full path required) === '''checklogsizes''' script === '''checklogsizes''' script in <tt>/usr/local/bin</tt> reports the total size of the files in the apache log directories for various domains :*Set up in cron to report regularly? == PEAR == {{color||2016-04-22}} - Check status of PEAR and update for WHM/cPanel environment [http://pear.php.net PEAR] is installed for PHP by default. Applies to [[Infrastructure/Nehoiden Magna|Nehoiden Magna]] :Installed the '''Mail''' and '''Net_SMTP''' packages pear install ''package_name'' Using <tt>include_once</tt> when running a PHP file on the web site (through Apache) requires that the files to be included be in a PHP-accessible directory. *Must include the directory in '''php.ini''''s <tt>''include_path'''</tt> directive. *Must also remove the '''open_basedir''' restriction, as above :*{{color||2011-11-14}} Plesk/VDS configuration limits those by default to the current <tt>httpdocs</tt> directory (and below) and <tt>/tmp</tt>. :*GoDaddy's HELP item (updated July 2011), still says you can set '''open_basedir = none''' in '''php.ini''', though that is not the preferred solution. :*{{color]]2011-11-14}} - Tried creating a '''vhost.conf''' for greenneedham.org for PEAR, but wasn't sure it worked properly. Left file as <tt>vhost_test.conf</tt> to try again later. == Updating sites using SCP == If your are using a Linux or FreeBSD operating system on your local computer and have access to server shell, use the '''scp''' command to copy files and directories to the server: scp your_file_name login@remoteserver.com:path to copy files, and scp –r your_directory_name login@remoteserver.com:path to copy entire directories. == Retrieving FTP passwords from MySQL == From [http://help.godaddy.com/topic/278/article/1495 GoDaddy support article] #Log in as root in SSH. #Type mysql -uadmin -p`cat /etc/psa/.psa.shadow`, and then press Enter. #Type use psa;, and then press Enter. #Type select * from sys_users;, and then press Enter. #Type select * from accounts where id = 2;, and then press Enter. #A table displays that shows the id, type, and password for accounts where the ID = 2. == PHP Configuration == {{color||2016-04-22}} - Update for WHM/cPanel environment (can do most of this through cPanel) /etc/php.ini *'''post_max_size''' = 8M - This variable determines the maximum amount of data that PHP will accept in a single form submission using the POST method. Its default value is 8 MB *'''upload_max_filesize''' = 2M - This variable limits the size of an individual file uploaded to your site. Its default value is 2 MB *'''memory_limit''' = 32M - Must be larger than the other two variables *3/20/08 - Changed to: :*post_max_size = 24M :*upload_max_filesize = 24M {{color||2011-11-14}} - Installed [http://pear.php.net PEAR] '''mail''' package :*Added PEAR directory to php.ini '''include_path''' include_path = ".:/usr/share/pear" <br> == Starting and stopping services == {{color||2016-04-22}} - Update for WHM/cPanel environment *From command line: '''/sbin/service''' ''service_name'' {start | stop | restart | status} :Example: /sbin/service httpd restart == SSL Certificates == {{hct|2018-02-12}} - Updated :*Uninstalled expired GoDaddy SSL for RBA. Should be replaced during daily AutoSSL check tonight. *whm/[[Infrastructure/Virtual Hosting/cPanel|cPanel]] provides '''AutoSSL''' service :*Is configured for all the users/domains on the server :*'''cPanel'''(powered by '''Comodo''') is the provider ::*cPanel Comodo service does not support wildcard domains (hence the AutoSSL configuration requests an SSL certificate for each domain & sub-domain) {{hct|NB - this may have changed}} *cPanel's Comodo service provides '''DV''' (domain verified certificates) :*These auto-renew every 90 days. :*This should be sufficient to avoid/eliminate the [https://blog.cpanel.com/avoiding-a-not-secure-warning-in-chrome-heres-how/ "not secure" warning] for a site in Chrome. *cPanel now offers a [https://blog.cpanel.com/announcing-cpanel-whms-official-lets-encrypt-with-autossl-plugin/ plug-in providing [https://letsencrypt.org/ Let's Encrypt] support for AutoSSL <u>Information on SSL</u>: *[https://www.ssl.com/article/dv-ov-and-ev-certificates/ Explanation of different certificate types] (DV, OV & EV) (from SSL.com article) {{OpenHidden}} '''SSL support''' - Secure Sockets Layer encryption is generally used for protecting transfer of sensitive data during online transactions on e-commerce Web sites that run on dedicated IP addresses. *SSL certificates that participate in the encryption process are usually applied to a single domain name on a single IP address, therefore, each site that needs SSL protection must be hosted on a dedicated IP address. *An exception to this is subdomains, which you can protect with a wildcard certificate. *Installing an SSL certificate on a Web server that hosts several web sites with different domain names on a single IP address (shared or name-based hosting) is technically possible, however, it is not recommended: the encryption will be provided, but users will get warning messages on attempt to connect to the secure site. *To allow SSL encryption for Web sites, select the SSL support check box. *One SSL certificate is included with the virtual hosting plan *Additional certificates (and yearly renewals for the initial one) are $30 *3/16/08 - GoDaddy Sales Support rep says that you can simply ask for IP addresses beyond the three provided; they will be provided upon reasonable request. *Requiring additional IP addresses for SSL certificates you purchase qualifies as a reasonable request. {{CloseHidden}} == Apache Configuration == {{color||2016-04-22}} - Update for WHM/cPanel environment *System file is <tt>/etc/httpd/conf/httpd.conf</tt> *Includes <tt>/etc/httpd/conf.d/*</tt> - all files in that directory to configure system-wide apps (like Mailman, webmail) *Each Virtual Host has an <tt>httpd.include</tt> file in its <tt>conf</tt> directory - do not modify this (it is overwritten when you reconfigure Apache) *Put modifications for a specific virtual host in a <tt>vhost.conf</tt> file in the <tt>conf</tt> directory == yum package manager == {{color||2016-04-22}} - Update for WHM/cPanel environment rpm -qa --queryformat "%{GROUP} %{NAME}-%{VERSION}\n" | sort Will list all packages on server. == CentOS Package Repositories == *[https://centos.pkgs.org/ CentOS Package Repositories] == Archive == *[[Infrastructure/Virtual Hosting/Archive|Archived material]] applicable to previous versions of VDS and Plesk *[[Infrastructure/Virtual Hosting/Issue Tracking|Tracking of issues and problems]] addressed with GoDaddy (2011 and earlier) ---- [[Category:Infrastructure]] dfspqlfwy7olrq12ji47dvjuhv3c6z2 8 7 2024-05-24T02:58:18Z Michael 1 1 revision imported 7 wikitext text/x-wiki {{action|Review and update page|wa=ToDo|ad=2022-08-18|}} *Move detailed items to to appropriate pages or archive as appropriate *Consolidate/remove child pages {{PageResources|Infrastructure/Virtual Hosting}} == Local Files and Resources == *{{mmb|C:\Documents\Reference\Hosting}} on laptop *{{mmb|\\SynologyNAS\Shared\Hosting}} - local copies of server files - used with FileZilla PRO for working with WordPress and other files from the host == Migration == {{hct|2020-03-15}} - Migration to new server complete :*{{hct|2020-04-15}} - CentOS 6 server cancelled As of {{hct|November 2020}}, CentOS 6 will no longer be supported. Must migrate to a new GoDaddy CentOS 7 before then. :*{{hct|Completed 2020-03-15}} - Migrate to a new Virtual Server with CentOS 7 {{hct|2020-01-12}} - Provisioned a new CentOS server; procured '''three month extension''' on existing CentOS 6 (GoDaddy Gen 3) server '''[[Infrastructure/Virtual Hosting/Migration|This page]]''' tracks the migration == [[Infrastructure/Virtual Hosting/cPanel|cPanel]] and WHM == [[Infrastructure/Virtual Hosting/cPanel|cPanel]] is the management interface for the virtual server environment. {{hct|WHM}} provides backend administrative access for the virtual server itself '''cPanel Log Locations''' - See [https://www.hostpapa.com/knowledgebase/find-system-cpanel-log-files-locations/ this article] *{{mm|Note:}} A link to a similar article information exists on another page. Find it and move this there. == User Environment == Similar information is also on the [[Infrastructure/LINUX/Reference|Reference]] page *<tt>/etc/profile</tt> - system-wide environment variables and start-up programs *<tt>/etc/bashrc</tt> - functions and aliases for all shells In both cases, these files recommend that customizations be done by adding a shell script to the <tt>'''etc/profile.d'''</tt> directory. :*Presumably, all the scripts in this directory are executed for each user? :*directory contains both .sh and .csh files as configured Aliases and functions for individual users can be added in that users <tt>'''.bashrc'''</tt> file :*'''Note:''' by default, the FTP "users" defined in Plesk for each domain don't have .bashrc files. :*Add a <tt>'''.bashrc'''</tt> and a <tt>'''.bash_profile'''</tt> file to the domain's root <tt>/var/www/vhosts/''domain.com''</tt>. :*Use files from existing users as templates. :*Also, check the '''/etc/passwd''' file to ensure that the user can login and open a shell (last parameter on the line for the user) '''Groups''' Can add groups and add users to groups. :*'''gpasswd''' command - check into this {{color||2013-08-30}} - Added '''.bashrc''' and '''.bash_profile''' files for the users associated with the most-used domains on Nehoiden (GNC, RBA, mjg.org) == DNS Configuration and Management == The DNS configuration for domains hosted on the VPS is on the VPS itself, configured and managed through WHM/cPanel. See [[Infrastructure/Nehoiden_Magna_cPanel#DNS_Zones|the DNS Zones section]] of the Nehoiden Magna Panel page for configuration information for those VPS domains. (This information should be update and recreated here.) The domains themselves are registered at GoDaddy. Use the [https://dcc.godaddy.com/domains/ Domain Manager page] at GoDaddy to '''set the nameservers to point to the nameservers on the VPS'''. *The current Nehoiden CentOS 7 server uses the '''nehoiden.net''' nameservers for all domains *The previous Nehoiden Magna server used the '''nehoiden.info''' nameserver for all domains. Having two domains allows DNS service to be live on multiple servers during a migration from one VPS to another. When a domain is transferred or recreated on a new VPS, its DNS is then properly configured at that VPS. *The only step required make the domain live on the new server is to change the nameservers listed on the GoDaddy domain manager page (e.g. from ns1.nehoiden.info to ns1.nehoiden.net). *Similarly, if there is a problem with the domain on the new server, it can be quickly moved back to the old server by changing the nameservers back on GoDaddy. For any domain not hosted on the VPS, the DNS records are created and managed on the GoDaddy Domain Manager. === DNS records at VPS === The DNS records for a domain are created automatically when a domain is created within a whm account. *Most of the current domains have been migrated between servers several times and may have some records that are no longer needed (or could be problematic). :*Updated information and documentation in the [[#DNS Zones|DNS Zones]] section below === dig === Use LINUX command '''dig''' to check the DNS records for a domain: dig @IP_OF_DNS_SERVER yourdomain.com dig (domain information groper) is a flexible tool for interrogating DNS name server Note: installed with '''bind-utils''' package === nslookup === Reverse lookup of IP address for domain name nslookup ''domain-name'' or nslookup -type=ns ''domain-name'' Note: installed with '''bind-utils''' package *Also available on Windows == DNS Zones == DNS Zone information for a domain hosted on the virtual server. *Use the Edit DNS Zone option on the WHM control panel for the server === DNS '''A''' Records === '''A''' records map a domain or subdomain to an <u>IP address</u> :*'''AAAA''' records map a domain or subdomain to an <u>IP v6 address</u> In the WHM/cPanel environment: *'''A''' records are created for services provided by WHM/cPanel and for standard services: :*whm, cpanel, cpcalendars cpcontacts :*mail, webmail, lists === DNS '''CNAME''' Records === '''CNAME''' - canonical name record, maps a domain or subdomain name to another <u>domain name</u> *This is typically used for '''web-based''' services and aliases CNAME records are also used for '''DKIM''' authentication *See [https://www.dmarcanalyzer.com/dkim/ this article] for information about DKIM authentication *A k1._domainkey.''domain.tld'' CNAME record with value '''dkim.mcsv.net''' is used for MailChimp === DNS '''MX''' Records === '''MX''' records pecifies which server(s) to use to deliver mail to when this type of request is made to the domain *Priority entry indicates which server to first (lower numbers) *If mail service is running on the domain itself, the MX records point to {{mm|'''mail'''.domain.tld}} *If mail service is not running on the domain, but forwarding for mail service is provided by GoDaddy, the MX records should point to: ::{{mm|0 smtp.secureserver.net}} ::{{mm|10 mailstore1.secureserver.net}} === DNS '''TXT''' Records === '''TXT''' records store text information that can accessed as needed. For example, used to hold SPF data and verify domain ownership '''SPF''' TXT records help ensure that mail from your domain is accepted by e-mail providers and limits the possibility of spoofing attacks *[https://www.dmarcanalyzer.com/spf/how-to-create-an-spf-txt-record This article] explains how to create an SPF TXT record SPF TXT records set up for Green Needham, RBA, Needham Local (2023-08-03) and michaelgreis.org (2023-08-03) *v=spf1 +a +mx +ip4:107.180.93.185 +ip4:10.217.15.52 +include:dedrelay.secureserver.net +include:a2nlvphout-v01.shr.prod.iad2.secureserver.net +include:servers.mcsv.net ~all Example: ''' "v=spf1 ip4:107.180.93.185 +a +mx +include:secureserver.net -all" ''' *Notes for SPF TXT records: :*An ip4 entry is required for the server itself ::*An '''ip4''' entry for the new server is '''not''' automatically added to the SPF record when a domain is migrated using the WHM transfer tool. :*'''+ip4''' entries should be included for other servers authorized to send mail for this domain :*'''+mx''' can be included to ensure that the local mailservers are covered (e.g. mail.domain.tld) :*'''+a''' is not strictly necessary, since the IP is included explicity, but won't do any name :*'''+include=secureserver.net''' must be included for the GoDaddy relay servers :*'''+include=servers.mcsv.net''' is included for domains using MailChimp ([https://mailchimp.com/help/set-up-custom-domain-authentication-dkim-and-spf/ See MailChimp documentation]) :*'''-all''' (dash all) is a hard fail :*'''~all''' (tilde all) is a soft fail ::*Use hard fail; fall back to soft fail if have mail delivery problems '''default._domainkey''' TXT records are created by WHM for DKIM authentication Google articles on DKIM & SPF configuration for e-mail deliverability *[https://support.google.com/mail/answer/81126#authentication Prevent Gmail users from being blocked or sent to sp*m] *[https://support.google.com/a/answer/10685031#more-senders Define your SPF record - basic setup] *[https://support.google.com/a/topic/2752442 Increase security for outgoing mail with DKIM] === DNS '''NS''' Records === '''NS''' records specify the server(s) which are providing DNS name service for that domain name === Example from current CentOS 7 server === {| border="1" cellspacing="0" cellpadding="4" align="center" class="sortable" |+ '''DNS Zone Records''' (click heading to sort) <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | TTL !style="background:#ffdead;" | Class !style="background:#ffdead;" | Type !style="background:#ffdead" | Record <!-- Content row --> |-align="left" |riverbendadvisors.com. | 14400 |align="center"| IN |align="center"| SOA |align="center" style="color:green;" | ns1.nehoiden.net. <!-- Content row --> |-align="left" |*.webmail | 14400 |align="center"| IN |align="center"| CNAME |align="center" style="color:green;" | riverbendadvisors.com. <!-- Content row --> |-align="left" |www | 14400 |align="center"| IN |align="center"| CNAME |align="center" style="color:green;" | riverbendadvisors.com. <!-- Content row --> |-align="left" |riverbendadvisors.com. | 14400 |align="center"| IN |align="center"| TXT |align="center" style="color:green;" | "v=spf1 ip4:107.180.93.185 +a +mx +include:secureserver.net +include:servers.mcsv.net ~all" <!-- Content row --> |-align="left" |riverbendadvisors.com. | 86400 |align="center"| IN |align="center"| NS |align="center" style="color:green;" | ns1.nehoiden.net <!-- Content row --> |-align="left" |riverbendadvisors.com. | 86400 |align="center"| IN |align="center"| NS |align="center" style="color:green;" | ns2.nehoiden.net <!-- Content row --> |-align="left" |ftp | 14400 |align="center"| IN |align="center"| CNAME |align="center" style="color:green;" | riverbendadvisors.com.. <!-- Content row --> |-align="left" |ipv4 | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |mail | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |riverbendadvisors.com. | 14400 |align="center"| IN |align="center"| MX |align="center" style="color:green;" | 10 mail.riverbendadvisors.com. <!-- Content row --> |-align="left" |webmail | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |riverbendadvisors.com. | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |ns | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |lists | 14400 |align="center"| IN |align="center"| CNAME |align="center" style="color:green;" | riverbendadvisors.com. <!-- Content row --> |-align="left" |webdisk | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |whm | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |cpanel | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |cpcalendars | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |cpconctacts | 14400 |align="center"| IN |align="center"| A |align="center" style="color:green;" | 107.180.93.185 <!-- Content row --> |-align="left" |default_domainkey | 14400 |align="center"| IN |align="center"| TXT |align="center" style="color:green;" | "v=DKIM1; k=rsa; p=keystuff" more_key_stuff <!-- End of table --> |} == Access to server == *Sign on to GoDaddy Account *Under Servers, select Manage Virtual Server *Select '''Manage Server''' - opens '''WHM''' to manage server wide configuration. *Select '''cPanel''' under the domain to manage that domain. *Via PuTTY/SSH :*To '''Nehoiden (CentOS 7)''' saved session, 107.180.93.185:22 *Login :*mgreis/bre$82DON :*su - same password *Directory structure: *Each domain has its own directory structure in '''/home/''username''''' *The web site files are in '''public_html''' (the document root for the domain) == Server Paths == {{color||2016-04-22 - update this}} *perl - /usr/bin/perl *php - /usr/bin/php *sendmail - /usr/sbin/sendmail NOTE: You can use the Linux which command to return the location of binaries defined in your PATH environment variable. Its syntax is shown below: which <application name> == System Logs == See [https://documentation.cpanel.net/display/CKB/The+cPanel+Log+Files this article] from cPanel documentation for the location of cPanel log files *'''System logs''' in {{mmb|/var/log}} :*{{mm|/var/log/}}{{mmb|messages}} - error messages for: ::*FTP ::*The nameserver daemons :*{{mm|/var/log/}}{{mmb|secure}} - login attempts for the SSH daemon (sshd) *'''MySQL''' logs in {{mmb|/var/lib/mysql}} :*{{mm|/var/lib/mysql/}}{{mmb|HOSTNAME.err}} - e.g. /var/mysql/nehoiden.secureserver.net.err *'''Apache''' logs: :*Access logs by domain - {{mm|/usr/local/apache/domlogs/'''username'''}} :*Apache access logs (system) - {{mmb|/var/log/apache2}} == Statistics == {{color||2016-04-22}} - Update this for WHM/cPanel environment '''AWStats''' enabled for hosted domains. Stats are web accessible at: https://'''domain.org'''/plesk-stat/webstat/index.html where '''domain.org''' is the domain name. The statistics are maintained in this directory (for AWStats): /var/www/vhosts/'''domain.org'''/statistics/webstat Note: the directory '''/var/www/vhosts/''domain.org''/logs''' contains the log files for the domain. == Shell scripts created == === '''follow''' script === '''follow''' script in <tt>/usr/local/bin</tt> can be used to follow various log files (uses the '''tail''' command) :*<tt>follow mail</tt> - to follow mail log :*<tt>follow apache ''domain.org''</tt> - to follow the apache error log for domain ''domain.org'' :*<tt>follow ''logname''</tt> - to follow the log named ''logname'' (full path required) === '''checklogsizes''' script === '''checklogsizes''' script in <tt>/usr/local/bin</tt> reports the total size of the files in the apache log directories for various domains :*Set up in cron to report regularly? == PEAR == {{color||2016-04-22}} - Check status of PEAR and update for WHM/cPanel environment [http://pear.php.net PEAR] is installed for PHP by default. Applies to [[Infrastructure/Nehoiden Magna|Nehoiden Magna]] :Installed the '''Mail''' and '''Net_SMTP''' packages pear install ''package_name'' Using <tt>include_once</tt> when running a PHP file on the web site (through Apache) requires that the files to be included be in a PHP-accessible directory. *Must include the directory in '''php.ini''''s <tt>''include_path'''</tt> directive. *Must also remove the '''open_basedir''' restriction, as above :*{{color||2011-11-14}} Plesk/VDS configuration limits those by default to the current <tt>httpdocs</tt> directory (and below) and <tt>/tmp</tt>. :*GoDaddy's HELP item (updated July 2011), still says you can set '''open_basedir = none''' in '''php.ini''', though that is not the preferred solution. :*{{color]]2011-11-14}} - Tried creating a '''vhost.conf''' for greenneedham.org for PEAR, but wasn't sure it worked properly. Left file as <tt>vhost_test.conf</tt> to try again later. == Updating sites using SCP == If your are using a Linux or FreeBSD operating system on your local computer and have access to server shell, use the '''scp''' command to copy files and directories to the server: scp your_file_name login@remoteserver.com:path to copy files, and scp –r your_directory_name login@remoteserver.com:path to copy entire directories. == Retrieving FTP passwords from MySQL == From [http://help.godaddy.com/topic/278/article/1495 GoDaddy support article] #Log in as root in SSH. #Type mysql -uadmin -p`cat /etc/psa/.psa.shadow`, and then press Enter. #Type use psa;, and then press Enter. #Type select * from sys_users;, and then press Enter. #Type select * from accounts where id = 2;, and then press Enter. #A table displays that shows the id, type, and password for accounts where the ID = 2. == PHP Configuration == {{color||2016-04-22}} - Update for WHM/cPanel environment (can do most of this through cPanel) /etc/php.ini *'''post_max_size''' = 8M - This variable determines the maximum amount of data that PHP will accept in a single form submission using the POST method. Its default value is 8 MB *'''upload_max_filesize''' = 2M - This variable limits the size of an individual file uploaded to your site. Its default value is 2 MB *'''memory_limit''' = 32M - Must be larger than the other two variables *3/20/08 - Changed to: :*post_max_size = 24M :*upload_max_filesize = 24M {{color||2011-11-14}} - Installed [http://pear.php.net PEAR] '''mail''' package :*Added PEAR directory to php.ini '''include_path''' include_path = ".:/usr/share/pear" <br> == Starting and stopping services == {{color||2016-04-22}} - Update for WHM/cPanel environment *From command line: '''/sbin/service''' ''service_name'' {start | stop | restart | status} :Example: /sbin/service httpd restart == SSL Certificates == {{hct|2018-02-12}} - Updated :*Uninstalled expired GoDaddy SSL for RBA. Should be replaced during daily AutoSSL check tonight. *whm/[[Infrastructure/Virtual Hosting/cPanel|cPanel]] provides '''AutoSSL''' service :*Is configured for all the users/domains on the server :*'''cPanel'''(powered by '''Comodo''') is the provider ::*cPanel Comodo service does not support wildcard domains (hence the AutoSSL configuration requests an SSL certificate for each domain & sub-domain) {{hct|NB - this may have changed}} *cPanel's Comodo service provides '''DV''' (domain verified certificates) :*These auto-renew every 90 days. :*This should be sufficient to avoid/eliminate the [https://blog.cpanel.com/avoiding-a-not-secure-warning-in-chrome-heres-how/ "not secure" warning] for a site in Chrome. *cPanel now offers a [https://blog.cpanel.com/announcing-cpanel-whms-official-lets-encrypt-with-autossl-plugin/ plug-in providing [https://letsencrypt.org/ Let's Encrypt] support for AutoSSL <u>Information on SSL</u>: *[https://www.ssl.com/article/dv-ov-and-ev-certificates/ Explanation of different certificate types] (DV, OV & EV) (from SSL.com article) {{OpenHidden}} '''SSL support''' - Secure Sockets Layer encryption is generally used for protecting transfer of sensitive data during online transactions on e-commerce Web sites that run on dedicated IP addresses. *SSL certificates that participate in the encryption process are usually applied to a single domain name on a single IP address, therefore, each site that needs SSL protection must be hosted on a dedicated IP address. *An exception to this is subdomains, which you can protect with a wildcard certificate. *Installing an SSL certificate on a Web server that hosts several web sites with different domain names on a single IP address (shared or name-based hosting) is technically possible, however, it is not recommended: the encryption will be provided, but users will get warning messages on attempt to connect to the secure site. *To allow SSL encryption for Web sites, select the SSL support check box. *One SSL certificate is included with the virtual hosting plan *Additional certificates (and yearly renewals for the initial one) are $30 *3/16/08 - GoDaddy Sales Support rep says that you can simply ask for IP addresses beyond the three provided; they will be provided upon reasonable request. *Requiring additional IP addresses for SSL certificates you purchase qualifies as a reasonable request. {{CloseHidden}} == Apache Configuration == {{color||2016-04-22}} - Update for WHM/cPanel environment *System file is <tt>/etc/httpd/conf/httpd.conf</tt> *Includes <tt>/etc/httpd/conf.d/*</tt> - all files in that directory to configure system-wide apps (like Mailman, webmail) *Each Virtual Host has an <tt>httpd.include</tt> file in its <tt>conf</tt> directory - do not modify this (it is overwritten when you reconfigure Apache) *Put modifications for a specific virtual host in a <tt>vhost.conf</tt> file in the <tt>conf</tt> directory == yum package manager == {{color||2016-04-22}} - Update for WHM/cPanel environment rpm -qa --queryformat "%{GROUP} %{NAME}-%{VERSION}\n" | sort Will list all packages on server. == CentOS Package Repositories == *[https://centos.pkgs.org/ CentOS Package Repositories] == Archive == *[[Infrastructure/Virtual Hosting/Archive|Archived material]] applicable to previous versions of VDS and Plesk *[[Infrastructure/Virtual Hosting/Issue Tracking|Tracking of issues and problems]] addressed with GoDaddy (2011 and earlier) ---- [[Category:Infrastructure]] dfspqlfwy7olrq12ji47dvjuhv3c6z2 0 5 9 2023-11-20T16:44:20Z Greis>Michael 0 9 wikitext text/x-wiki Page created {{hct|2023-08-05}} to manage migration from CentOS 7 server to AlmaLinux 8 server *GoDaddy-required migration to new Gen4 server before end-of-year 2023 :*GoDaddy would do automated migration (15 days notice), should be seamless with about 30 minutes of downtime :*However, I have to migrate to a new server by June 2024 in any case because cPanel will no longer support CentOS 7 *GoDaddy completed migration to new Gen4 server in November 2023. :*I now need to buy a new Gen4 server with AlmaLinux and migrate all the domains to it :*Do this before year end 2023. See [[Infrastructure/Virtual Hosting/Migration|Migration]] page for information to reuse from previous migration (CentOS 6 to CentOS 7) == Status == == Outstanding Items == == Subpages == == Migration Outline == *Choose and purchase server :*More resources (i.e. 4 cores)? :*AlmaLinux 8 or 9 ::*AlmaLinux 8 support PHP 7.2 and up ::*AlmaLinux 9 requires PHP 8.0 and up :*As of now (2023-11), must go with AlmaLinux 8 ::*But will then have to upgrade to AlmaLinux 9 - ask how this can be done *Notes from conversation with Virtual Server support 2023-11-19 :*Use the transfer tool - migration should be straightforward :*Call them to order, provision and set up new server :*They will give advice (they can't do any of the work, of course) :*Very important - Do '''not''' chose the Live Transfer option *Consider keeping the current server for a few months and leaving just michaelgreis.org hosted there to have access to the wiki :*Can then migrate the wiki over a longer time frame :*Figure out how to set up (or disable) the DNS on the current server and have the new server point to the old server for michaelgreis.org ::*Use alternate IP address for the old server? *Provision server *Install server-level software as required *Can I simply move current MW (1.33) - '''No''' *MediaWiki and supporting software :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] :*{https://www.mediawiki.org/wiki/Manual:Moving_a_wiki Move a wiki] :*Installed MW is 1.33; current version is 1.40 :*Cannot migrate directly from 1.33 to 1.40 - must migrate to 1.35 first *Semantic Mediawiki :*Installed version is 3.1; current version is 4.0 :*SMW [https://www.semantic-mediawiki.org/wiki/Help:Upgrade upgrade page] says SMW support up to MW 1.37 :*Must migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.1_to_SMW_3.2 from 3.1 to 3.2] on existing MW (1.33) - SMW 4.0 is supported on MW 1.35+ :*Then upgrade MW to 1.37 :*Then migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.2_to_SMW_4.0 from 3.2 to 4.0] on new server/wiki *Installing new MW on existing server to test moving MW :*Needed to install internationalization extension (intl/i18N) - Done on michaelgreis.org 2023-08-05 :*Initially could get to the wiki page (/wiki139) :*After moving extensions to directories and updating composer to install SMW, wiki load fails with HTTP 500 *PHP V8 - any WordPress issues *Check [[Infrastructure/Virtual_Hosting/Migration#Migration_Outline|Migration Outline]] for CentOS 6->7 Migration for previously migrated software *Use [https://docs.cpanel.net/whm/transfers/transfer-tool/ WHM transfer tool] == Resources == n1p4dmior3u6rhi6nem3xk0gf4lac4j 10 9 2024-05-24T02:58:18Z Michael 1 1 revision imported 9 wikitext text/x-wiki Page created {{hct|2023-08-05}} to manage migration from CentOS 7 server to AlmaLinux 8 server *GoDaddy-required migration to new Gen4 server before end-of-year 2023 :*GoDaddy would do automated migration (15 days notice), should be seamless with about 30 minutes of downtime :*However, I have to migrate to a new server by June 2024 in any case because cPanel will no longer support CentOS 7 *GoDaddy completed migration to new Gen4 server in November 2023. :*I now need to buy a new Gen4 server with AlmaLinux and migrate all the domains to it :*Do this before year end 2023. See [[Infrastructure/Virtual Hosting/Migration|Migration]] page for information to reuse from previous migration (CentOS 6 to CentOS 7) == Status == == Outstanding Items == == Subpages == == Migration Outline == *Choose and purchase server :*More resources (i.e. 4 cores)? :*AlmaLinux 8 or 9 ::*AlmaLinux 8 support PHP 7.2 and up ::*AlmaLinux 9 requires PHP 8.0 and up :*As of now (2023-11), must go with AlmaLinux 8 ::*But will then have to upgrade to AlmaLinux 9 - ask how this can be done *Notes from conversation with Virtual Server support 2023-11-19 :*Use the transfer tool - migration should be straightforward :*Call them to order, provision and set up new server :*They will give advice (they can't do any of the work, of course) :*Very important - Do '''not''' chose the Live Transfer option *Consider keeping the current server for a few months and leaving just michaelgreis.org hosted there to have access to the wiki :*Can then migrate the wiki over a longer time frame :*Figure out how to set up (or disable) the DNS on the current server and have the new server point to the old server for michaelgreis.org ::*Use alternate IP address for the old server? *Provision server *Install server-level software as required *Can I simply move current MW (1.33) - '''No''' *MediaWiki and supporting software :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] :*{https://www.mediawiki.org/wiki/Manual:Moving_a_wiki Move a wiki] :*Installed MW is 1.33; current version is 1.40 :*Cannot migrate directly from 1.33 to 1.40 - must migrate to 1.35 first *Semantic Mediawiki :*Installed version is 3.1; current version is 4.0 :*SMW [https://www.semantic-mediawiki.org/wiki/Help:Upgrade upgrade page] says SMW support up to MW 1.37 :*Must migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.1_to_SMW_3.2 from 3.1 to 3.2] on existing MW (1.33) - SMW 4.0 is supported on MW 1.35+ :*Then upgrade MW to 1.37 :*Then migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.2_to_SMW_4.0 from 3.2 to 4.0] on new server/wiki *Installing new MW on existing server to test moving MW :*Needed to install internationalization extension (intl/i18N) - Done on michaelgreis.org 2023-08-05 :*Initially could get to the wiki page (/wiki139) :*After moving extensions to directories and updating composer to install SMW, wiki load fails with HTTP 500 *PHP V8 - any WordPress issues *Check [[Infrastructure/Virtual_Hosting/Migration#Migration_Outline|Migration Outline]] for CentOS 6->7 Migration for previously migrated software *Use [https://docs.cpanel.net/whm/transfers/transfer-tool/ WHM transfer tool] == Resources == n1p4dmior3u6rhi6nem3xk0gf4lac4j 6419 10 2024-05-28T05:02:41Z Michael 1 6419 wikitext text/x-wiki {{hct|2024-05-27}} Update *Purchased and provisioned a new AlmaLinux 8 server - see status section Page created {{hct|2023-08-05}} to manage migration from CentOS 7 server to AlmaLinux 8 server *GoDaddy-required migration to new Gen4 server before end-of-year 2023 :*GoDaddy would do automated migration (15 days notice), should be seamless with about 30 minutes of downtime :*However, I have to migrate to a new server by June 2024 in any case because cPanel will no longer support CentOS 7 *GoDaddy completed migration to new Gen4 server in November 2023. :*I now need to buy a new Gen4 server with AlmaLinux and migrate all the domains to it :*Do this before year end 2023. (Not done.) See [[Infrastructure/Virtual Hosting/Migration|Migration]] page for information to reuse from previous migration (CentOS 6 to CentOS 7) == Status == As of {{hct|2024-05-27}} *Purchased and provisioned a new AlmaLinux 8 server - see status section :*Upgraded to 4 cores (check memory and disk capacity) *Used WHM transfer to migrate content and sites :*Worked seamlessly and quickly :*All WP sites working smoothly *Server is operational *Working on Mediawiki migration - Wiki content migrated to new 1.39 Mediawiki server :*Base functions operational :*Have not been able to install Semantic Mediawiki on new 1.39 server *Process :*Installed fresh Mediawiki 1.39 on new server :*Exported all pages (including File: namespace pages) from legacy server :*Imported all pages (including File: namespace pages) to new server ::*File: namespace page contain the information about all the files in the '''images''' directory :*Copied '''images''' directory from legacy server to new server == Outstanding Items == == Subpages == == Migration Outline == *Choose and purchase server :*More resources (i.e. 4 cores)? :*AlmaLinux 8 or 9 ::*AlmaLinux 8 support PHP 7.2 and up ::*AlmaLinux 9 requires PHP 8.0 and up :*As of now (2023-11), must go with AlmaLinux 8 ::*But will then have to upgrade to AlmaLinux 9 - ask how this can be done *Notes from conversation with Virtual Server support 2023-11-19 :*Use the transfer tool - migration should be straightforward :*Call them to order, provision and set up new server :*They will give advice (they can't do any of the work, of course) :*Very important - Do '''not''' chose the Live Transfer option *Consider keeping the current server for a few months and leaving just michaelgreis.org hosted there to have access to the wiki :*Can then migrate the wiki over a longer time frame :*Figure out how to set up (or disable) the DNS on the current server and have the new server point to the old server for michaelgreis.org ::*Use alternate IP address for the old server? *Provision server *Install server-level software as required *Can I simply move current MW (1.33) - '''No''' *MediaWiki and supporting software :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] :*{https://www.mediawiki.org/wiki/Manual:Moving_a_wiki Move a wiki] :*Installed MW is 1.33; current version is 1.40 :*Cannot migrate directly from 1.33 to 1.40 - must migrate to 1.35 first *Semantic Mediawiki :*Installed version is 3.1; current version is 4.0 :*SMW [https://www.semantic-mediawiki.org/wiki/Help:Upgrade upgrade page] says SMW support up to MW 1.37 :*Must migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.1_to_SMW_3.2 from 3.1 to 3.2] on existing MW (1.33) - SMW 4.0 is supported on MW 1.35+ :*Then upgrade MW to 1.37 :*Then migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.2_to_SMW_4.0 from 3.2 to 4.0] on new server/wiki *Installing new MW on existing server to test moving MW :*Needed to install internationalization extension (intl/i18N) - Done on michaelgreis.org 2023-08-05 :*Initially could get to the wiki page (/wiki139) :*After moving extensions to directories and updating composer to install SMW, wiki load fails with HTTP 500 *PHP V8 - any WordPress issues *Check [[Infrastructure/Virtual_Hosting/Migration#Migration_Outline|Migration Outline]] for CentOS 6->7 Migration for previously migrated software *Use [https://docs.cpanel.net/whm/transfers/transfer-tool/ WHM transfer tool] == Resources == aqbtup7y2r6l62ysvj1gmiditv0q9qn 6420 6419 2024-05-28T05:02:58Z Michael 1 /* Status */ 6420 wikitext text/x-wiki {{hct|2024-05-27}} Update *Purchased and provisioned a new AlmaLinux 8 server - see status section Page created {{hct|2023-08-05}} to manage migration from CentOS 7 server to AlmaLinux 8 server *GoDaddy-required migration to new Gen4 server before end-of-year 2023 :*GoDaddy would do automated migration (15 days notice), should be seamless with about 30 minutes of downtime :*However, I have to migrate to a new server by June 2024 in any case because cPanel will no longer support CentOS 7 *GoDaddy completed migration to new Gen4 server in November 2023. :*I now need to buy a new Gen4 server with AlmaLinux and migrate all the domains to it :*Do this before year end 2023. (Not done.) See [[Infrastructure/Virtual Hosting/Migration|Migration]] page for information to reuse from previous migration (CentOS 6 to CentOS 7) == Status == As of {{hct|2024-05-27}} *Purchased and provisioned a new AlmaLinux 8 server :*Upgraded to 4 cores (check memory and disk capacity) *Used WHM transfer to migrate content and sites :*Worked seamlessly and quickly :*All WP sites working smoothly *Server is operational *Working on Mediawiki migration - Wiki content migrated to new 1.39 Mediawiki server :*Base functions operational :*Have not been able to install Semantic Mediawiki on new 1.39 server *Process :*Installed fresh Mediawiki 1.39 on new server :*Exported all pages (including File: namespace pages) from legacy server :*Imported all pages (including File: namespace pages) to new server ::*File: namespace page contain the information about all the files in the '''images''' directory :*Copied '''images''' directory from legacy server to new server == Outstanding Items == == Subpages == == Migration Outline == *Choose and purchase server :*More resources (i.e. 4 cores)? :*AlmaLinux 8 or 9 ::*AlmaLinux 8 support PHP 7.2 and up ::*AlmaLinux 9 requires PHP 8.0 and up :*As of now (2023-11), must go with AlmaLinux 8 ::*But will then have to upgrade to AlmaLinux 9 - ask how this can be done *Notes from conversation with Virtual Server support 2023-11-19 :*Use the transfer tool - migration should be straightforward :*Call them to order, provision and set up new server :*They will give advice (they can't do any of the work, of course) :*Very important - Do '''not''' chose the Live Transfer option *Consider keeping the current server for a few months and leaving just michaelgreis.org hosted there to have access to the wiki :*Can then migrate the wiki over a longer time frame :*Figure out how to set up (or disable) the DNS on the current server and have the new server point to the old server for michaelgreis.org ::*Use alternate IP address for the old server? *Provision server *Install server-level software as required *Can I simply move current MW (1.33) - '''No''' *MediaWiki and supporting software :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] :*{https://www.mediawiki.org/wiki/Manual:Moving_a_wiki Move a wiki] :*Installed MW is 1.33; current version is 1.40 :*Cannot migrate directly from 1.33 to 1.40 - must migrate to 1.35 first *Semantic Mediawiki :*Installed version is 3.1; current version is 4.0 :*SMW [https://www.semantic-mediawiki.org/wiki/Help:Upgrade upgrade page] says SMW support up to MW 1.37 :*Must migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.1_to_SMW_3.2 from 3.1 to 3.2] on existing MW (1.33) - SMW 4.0 is supported on MW 1.35+ :*Then upgrade MW to 1.37 :*Then migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.2_to_SMW_4.0 from 3.2 to 4.0] on new server/wiki *Installing new MW on existing server to test moving MW :*Needed to install internationalization extension (intl/i18N) - Done on michaelgreis.org 2023-08-05 :*Initially could get to the wiki page (/wiki139) :*After moving extensions to directories and updating composer to install SMW, wiki load fails with HTTP 500 *PHP V8 - any WordPress issues *Check [[Infrastructure/Virtual_Hosting/Migration#Migration_Outline|Migration Outline]] for CentOS 6->7 Migration for previously migrated software *Use [https://docs.cpanel.net/whm/transfers/transfer-tool/ WHM transfer tool] == Resources == 32q7da9ow1dvx6fr9wzr3prgkaewzbq 6421 6420 2024-05-28T05:05:15Z Michael 1 /* Status */ 6421 wikitext text/x-wiki {{hct|2024-05-27}} Update *Purchased and provisioned a new AlmaLinux 8 server - see status section Page created {{hct|2023-08-05}} to manage migration from CentOS 7 server to AlmaLinux 8 server *GoDaddy-required migration to new Gen4 server before end-of-year 2023 :*GoDaddy would do automated migration (15 days notice), should be seamless with about 30 minutes of downtime :*However, I have to migrate to a new server by June 2024 in any case because cPanel will no longer support CentOS 7 *GoDaddy completed migration to new Gen4 server in November 2023. :*I now need to buy a new Gen4 server with AlmaLinux and migrate all the domains to it :*Do this before year end 2023. (Not done.) See [[Infrastructure/Virtual Hosting/Migration|Migration]] page for information to reuse from previous migration (CentOS 6 to CentOS 7) == Status == As of {{hct|2024-05-27}} *Purchased and provisioned a new AlmaLinux 8 server :*Upgraded to 4 cores (check memory and disk capacity) *Used WHM transfer to migrate content and sites :*Worked seamlessly and quickly :*All WP sites working smoothly *Server is operational *Working on Mediawiki migration - Wiki content migrated to new 1.39 Mediawiki server :*Base functions operational :*Have not been able to install Semantic Mediawiki on new 1.39 server :*Install fails with errors and renders MW unusable. :**MW 1.39 in wikinew - operational with base function :**MW 1.39 in wikitest - non-operational after Semantic Mediawiki install failure :*Add information about SMW status here *Process :*Installed fresh Mediawiki 1.39 on new server :*Exported all pages (including File: namespace pages) from legacy server :*Imported all pages (including File: namespace pages) to new server ::*File: namespace page contain the information about all the files in the '''images''' directory :*Copied '''images''' directory from legacy server to new server == Outstanding Items == == Subpages == == Migration Outline == *Choose and purchase server :*More resources (i.e. 4 cores)? :*AlmaLinux 8 or 9 ::*AlmaLinux 8 support PHP 7.2 and up ::*AlmaLinux 9 requires PHP 8.0 and up :*As of now (2023-11), must go with AlmaLinux 8 ::*But will then have to upgrade to AlmaLinux 9 - ask how this can be done *Notes from conversation with Virtual Server support 2023-11-19 :*Use the transfer tool - migration should be straightforward :*Call them to order, provision and set up new server :*They will give advice (they can't do any of the work, of course) :*Very important - Do '''not''' chose the Live Transfer option *Consider keeping the current server for a few months and leaving just michaelgreis.org hosted there to have access to the wiki :*Can then migrate the wiki over a longer time frame :*Figure out how to set up (or disable) the DNS on the current server and have the new server point to the old server for michaelgreis.org ::*Use alternate IP address for the old server? *Provision server *Install server-level software as required *Can I simply move current MW (1.33) - '''No''' *MediaWiki and supporting software :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] :*{https://www.mediawiki.org/wiki/Manual:Moving_a_wiki Move a wiki] :*Installed MW is 1.33; current version is 1.40 :*Cannot migrate directly from 1.33 to 1.40 - must migrate to 1.35 first *Semantic Mediawiki :*Installed version is 3.1; current version is 4.0 :*SMW [https://www.semantic-mediawiki.org/wiki/Help:Upgrade upgrade page] says SMW support up to MW 1.37 :*Must migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.1_to_SMW_3.2 from 3.1 to 3.2] on existing MW (1.33) - SMW 4.0 is supported on MW 1.35+ :*Then upgrade MW to 1.37 :*Then migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.2_to_SMW_4.0 from 3.2 to 4.0] on new server/wiki *Installing new MW on existing server to test moving MW :*Needed to install internationalization extension (intl/i18N) - Done on michaelgreis.org 2023-08-05 :*Initially could get to the wiki page (/wiki139) :*After moving extensions to directories and updating composer to install SMW, wiki load fails with HTTP 500 *PHP V8 - any WordPress issues *Check [[Infrastructure/Virtual_Hosting/Migration#Migration_Outline|Migration Outline]] for CentOS 6->7 Migration for previously migrated software *Use [https://docs.cpanel.net/whm/transfers/transfer-tool/ WHM transfer tool] == Resources == fr11dg3dso8uyyjcc4ex9cwctj9ph0e 6424 6421 2024-05-28T06:05:52Z Michael 1 /* Status */ 6424 wikitext text/x-wiki {{hct|2024-05-27}} Update *Purchased and provisioned a new AlmaLinux 8 server - see status section Page created {{hct|2023-08-05}} to manage migration from CentOS 7 server to AlmaLinux 8 server *GoDaddy-required migration to new Gen4 server before end-of-year 2023 :*GoDaddy would do automated migration (15 days notice), should be seamless with about 30 minutes of downtime :*However, I have to migrate to a new server by June 2024 in any case because cPanel will no longer support CentOS 7 *GoDaddy completed migration to new Gen4 server in November 2023. :*I now need to buy a new Gen4 server with AlmaLinux and migrate all the domains to it :*Do this before year end 2023. (Not done.) See [[Infrastructure/Virtual Hosting/Migration|Migration]] page for information to reuse from previous migration (CentOS 6 to CentOS 7) == Status == As of {{hct|2024-05-27}} *Purchased and provisioned a new AlmaLinux 8 server :*Upgraded to 4 cores (check memory and disk capacity) *Used WHM transfer to migrate content and sites :*Worked seamlessly and quickly :*All WP sites working smoothly *Server is operational *Working on Mediawiki migration - Wiki content migrated to new 1.39 Mediawiki server :*Base functions operational :*Have not been able to install Semantic Mediawiki on new 1.39 server :*Install fails with errors and renders MW unusable. :**MW 1.39 in wikinew - operational with base function :**MW 1.39 in wikitest - non-operational after Semantic Mediawiki install failure :*Add information about SMW status here :**Submitted bug report/item to GitHub https://github.com/SemanticMediaWiki/SemanticMediaWiki/issues/5645 *Process :*Installed fresh Mediawiki 1.39 on new server :*Exported all pages (including File: namespace pages) from legacy server :*Imported all pages (including File: namespace pages) to new server ::*File: namespace page contain the information about all the files in the '''images''' directory :*Copied '''images''' directory from legacy server to new server == Outstanding Items == == Subpages == == Migration Outline == *Choose and purchase server :*More resources (i.e. 4 cores)? :*AlmaLinux 8 or 9 ::*AlmaLinux 8 support PHP 7.2 and up ::*AlmaLinux 9 requires PHP 8.0 and up :*As of now (2023-11), must go with AlmaLinux 8 ::*But will then have to upgrade to AlmaLinux 9 - ask how this can be done *Notes from conversation with Virtual Server support 2023-11-19 :*Use the transfer tool - migration should be straightforward :*Call them to order, provision and set up new server :*They will give advice (they can't do any of the work, of course) :*Very important - Do '''not''' chose the Live Transfer option *Consider keeping the current server for a few months and leaving just michaelgreis.org hosted there to have access to the wiki :*Can then migrate the wiki over a longer time frame :*Figure out how to set up (or disable) the DNS on the current server and have the new server point to the old server for michaelgreis.org ::*Use alternate IP address for the old server? *Provision server *Install server-level software as required *Can I simply move current MW (1.33) - '''No''' *MediaWiki and supporting software :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] :*{https://www.mediawiki.org/wiki/Manual:Moving_a_wiki Move a wiki] :*Installed MW is 1.33; current version is 1.40 :*Cannot migrate directly from 1.33 to 1.40 - must migrate to 1.35 first *Semantic Mediawiki :*Installed version is 3.1; current version is 4.0 :*SMW [https://www.semantic-mediawiki.org/wiki/Help:Upgrade upgrade page] says SMW support up to MW 1.37 :*Must migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.1_to_SMW_3.2 from 3.1 to 3.2] on existing MW (1.33) - SMW 4.0 is supported on MW 1.35+ :*Then upgrade MW to 1.37 :*Then migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.2_to_SMW_4.0 from 3.2 to 4.0] on new server/wiki *Installing new MW on existing server to test moving MW :*Needed to install internationalization extension (intl/i18N) - Done on michaelgreis.org 2023-08-05 :*Initially could get to the wiki page (/wiki139) :*After moving extensions to directories and updating composer to install SMW, wiki load fails with HTTP 500 *PHP V8 - any WordPress issues *Check [[Infrastructure/Virtual_Hosting/Migration#Migration_Outline|Migration Outline]] for CentOS 6->7 Migration for previously migrated software *Use [https://docs.cpanel.net/whm/transfers/transfer-tool/ WHM transfer tool] == Resources == k7wf6zbnqqzs57tqp0xgwpn0y737q6k 6425 6424 2024-06-03T15:16:23Z Michael 1 /* Status */ 6425 wikitext text/x-wiki {{hct|2024-05-27}} Update *Purchased and provisioned a new AlmaLinux 8 server - see status section Page created {{hct|2023-08-05}} to manage migration from CentOS 7 server to AlmaLinux 8 server *GoDaddy-required migration to new Gen4 server before end-of-year 2023 :*GoDaddy would do automated migration (15 days notice), should be seamless with about 30 minutes of downtime :*However, I have to migrate to a new server by June 2024 in any case because cPanel will no longer support CentOS 7 *GoDaddy completed migration to new Gen4 server in November 2023. :*I now need to buy a new Gen4 server with AlmaLinux and migrate all the domains to it :*Do this before year end 2023. (Not done.) See [[Infrastructure/Virtual Hosting/Migration|Migration]] page for information to reuse from previous migration (CentOS 6 to CentOS 7) == Status == IP Address of new server: 208.169.215.244 [https://244.215.169.208.hostsecureserver.net:2087 Access]: 244.215.169.208.hostsecureserver.net:2087 As of {{hct|2024-05-27}} *Purchased and provisioned a new AlmaLinux 8 server :*Upgraded to 4 cores (check memory and disk capacity) *Used WHM transfer to migrate content and sites :*Worked seamlessly and quickly :*All WP sites working smoothly *Server is operational *Working on Mediawiki migration - Wiki content migrated to new 1.39 Mediawiki server :*Base functions operational :*Have not been able to install Semantic Mediawiki on new 1.39 server :*Install fails with errors and renders MW unusable. :**MW 1.39 in wikinew - operational with base function :**MW 1.39 in wikitest - non-operational after Semantic Mediawiki install failure :*Add information about SMW status here :**Submitted bug report/item to GitHub https://github.com/SemanticMediaWiki/SemanticMediaWiki/issues/5645 *Process :*Installed fresh Mediawiki 1.39 on new server :*Exported all pages (including File: namespace pages) from legacy server :*Imported all pages (including File: namespace pages) to new server ::*File: namespace page contain the information about all the files in the '''images''' directory :*Copied '''images''' directory from legacy server to new server == Outstanding Items == == Subpages == == Migration Outline == *Choose and purchase server :*More resources (i.e. 4 cores)? :*AlmaLinux 8 or 9 ::*AlmaLinux 8 support PHP 7.2 and up ::*AlmaLinux 9 requires PHP 8.0 and up :*As of now (2023-11), must go with AlmaLinux 8 ::*But will then have to upgrade to AlmaLinux 9 - ask how this can be done *Notes from conversation with Virtual Server support 2023-11-19 :*Use the transfer tool - migration should be straightforward :*Call them to order, provision and set up new server :*They will give advice (they can't do any of the work, of course) :*Very important - Do '''not''' chose the Live Transfer option *Consider keeping the current server for a few months and leaving just michaelgreis.org hosted there to have access to the wiki :*Can then migrate the wiki over a longer time frame :*Figure out how to set up (or disable) the DNS on the current server and have the new server point to the old server for michaelgreis.org ::*Use alternate IP address for the old server? *Provision server *Install server-level software as required *Can I simply move current MW (1.33) - '''No''' *MediaWiki and supporting software :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] :*{https://www.mediawiki.org/wiki/Manual:Moving_a_wiki Move a wiki] :*Installed MW is 1.33; current version is 1.40 :*Cannot migrate directly from 1.33 to 1.40 - must migrate to 1.35 first *Semantic Mediawiki :*Installed version is 3.1; current version is 4.0 :*SMW [https://www.semantic-mediawiki.org/wiki/Help:Upgrade upgrade page] says SMW support up to MW 1.37 :*Must migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.1_to_SMW_3.2 from 3.1 to 3.2] on existing MW (1.33) - SMW 4.0 is supported on MW 1.35+ :*Then upgrade MW to 1.37 :*Then migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.2_to_SMW_4.0 from 3.2 to 4.0] on new server/wiki *Installing new MW on existing server to test moving MW :*Needed to install internationalization extension (intl/i18N) - Done on michaelgreis.org 2023-08-05 :*Initially could get to the wiki page (/wiki139) :*After moving extensions to directories and updating composer to install SMW, wiki load fails with HTTP 500 *PHP V8 - any WordPress issues *Check [[Infrastructure/Virtual_Hosting/Migration#Migration_Outline|Migration Outline]] for CentOS 6->7 Migration for previously migrated software *Use [https://docs.cpanel.net/whm/transfers/transfer-tool/ WHM transfer tool] == Resources == lhh0307wuak10spctx1dim8vttc6azo 6426 6425 2024-06-03T15:17:03Z Michael 1 /* Status */ 6426 wikitext text/x-wiki {{hct|2024-05-27}} Update *Purchased and provisioned a new AlmaLinux 8 server - see status section Page created {{hct|2023-08-05}} to manage migration from CentOS 7 server to AlmaLinux 8 server *GoDaddy-required migration to new Gen4 server before end-of-year 2023 :*GoDaddy would do automated migration (15 days notice), should be seamless with about 30 minutes of downtime :*However, I have to migrate to a new server by June 2024 in any case because cPanel will no longer support CentOS 7 *GoDaddy completed migration to new Gen4 server in November 2023. :*I now need to buy a new Gen4 server with AlmaLinux and migrate all the domains to it :*Do this before year end 2023. (Not done.) See [[Infrastructure/Virtual Hosting/Migration|Migration]] page for information to reuse from previous migration (CentOS 6 to CentOS 7) == Status == IP Address of new server: 208.169.215.244 [https://244.215.169.208.host.secureserver.net:2087 Access]: 244.215.169.208.hostsecureserver.net:2087 As of {{hct|2024-05-27}} *Purchased and provisioned a new AlmaLinux 8 server :*Upgraded to 4 cores (check memory and disk capacity) *Used WHM transfer to migrate content and sites :*Worked seamlessly and quickly :*All WP sites working smoothly *Server is operational *Working on Mediawiki migration - Wiki content migrated to new 1.39 Mediawiki server :*Base functions operational :*Have not been able to install Semantic Mediawiki on new 1.39 server :*Install fails with errors and renders MW unusable. :**MW 1.39 in wikinew - operational with base function :**MW 1.39 in wikitest - non-operational after Semantic Mediawiki install failure :*Add information about SMW status here :**Submitted bug report/item to GitHub https://github.com/SemanticMediaWiki/SemanticMediaWiki/issues/5645 *Process :*Installed fresh Mediawiki 1.39 on new server :*Exported all pages (including File: namespace pages) from legacy server :*Imported all pages (including File: namespace pages) to new server ::*File: namespace page contain the information about all the files in the '''images''' directory :*Copied '''images''' directory from legacy server to new server == Outstanding Items == == Subpages == == Migration Outline == *Choose and purchase server :*More resources (i.e. 4 cores)? :*AlmaLinux 8 or 9 ::*AlmaLinux 8 support PHP 7.2 and up ::*AlmaLinux 9 requires PHP 8.0 and up :*As of now (2023-11), must go with AlmaLinux 8 ::*But will then have to upgrade to AlmaLinux 9 - ask how this can be done *Notes from conversation with Virtual Server support 2023-11-19 :*Use the transfer tool - migration should be straightforward :*Call them to order, provision and set up new server :*They will give advice (they can't do any of the work, of course) :*Very important - Do '''not''' chose the Live Transfer option *Consider keeping the current server for a few months and leaving just michaelgreis.org hosted there to have access to the wiki :*Can then migrate the wiki over a longer time frame :*Figure out how to set up (or disable) the DNS on the current server and have the new server point to the old server for michaelgreis.org ::*Use alternate IP address for the old server? *Provision server *Install server-level software as required *Can I simply move current MW (1.33) - '''No''' *MediaWiki and supporting software :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] :*{https://www.mediawiki.org/wiki/Manual:Moving_a_wiki Move a wiki] :*Installed MW is 1.33; current version is 1.40 :*Cannot migrate directly from 1.33 to 1.40 - must migrate to 1.35 first *Semantic Mediawiki :*Installed version is 3.1; current version is 4.0 :*SMW [https://www.semantic-mediawiki.org/wiki/Help:Upgrade upgrade page] says SMW support up to MW 1.37 :*Must migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.1_to_SMW_3.2 from 3.1 to 3.2] on existing MW (1.33) - SMW 4.0 is supported on MW 1.35+ :*Then upgrade MW to 1.37 :*Then migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.2_to_SMW_4.0 from 3.2 to 4.0] on new server/wiki *Installing new MW on existing server to test moving MW :*Needed to install internationalization extension (intl/i18N) - Done on michaelgreis.org 2023-08-05 :*Initially could get to the wiki page (/wiki139) :*After moving extensions to directories and updating composer to install SMW, wiki load fails with HTTP 500 *PHP V8 - any WordPress issues *Check [[Infrastructure/Virtual_Hosting/Migration#Migration_Outline|Migration Outline]] for CentOS 6->7 Migration for previously migrated software *Use [https://docs.cpanel.net/whm/transfers/transfer-tool/ WHM transfer tool] == Resources == fl9p287j1fm80lpzio1uz2qhngqdc8t 6427 6426 2024-06-03T15:17:50Z Michael 1 /* Status */ 6427 wikitext text/x-wiki {{hct|2024-05-27}} Update *Purchased and provisioned a new AlmaLinux 8 server - see status section Page created {{hct|2023-08-05}} to manage migration from CentOS 7 server to AlmaLinux 8 server *GoDaddy-required migration to new Gen4 server before end-of-year 2023 :*GoDaddy would do automated migration (15 days notice), should be seamless with about 30 minutes of downtime :*However, I have to migrate to a new server by June 2024 in any case because cPanel will no longer support CentOS 7 *GoDaddy completed migration to new Gen4 server in November 2023. :*I now need to buy a new Gen4 server with AlmaLinux and migrate all the domains to it :*Do this before year end 2023. (Not done.) See [[Infrastructure/Virtual Hosting/Migration|Migration]] page for information to reuse from previous migration (CentOS 6 to CentOS 7) == Status == IP Address of new server: 208.109.215.244 [https://244.215.109.208.host.secureserver.net:2087 Access]: 244.215.169.208.hostsecureserver.net:2087 As of {{hct|2024-05-27}} *Purchased and provisioned a new AlmaLinux 8 server :*Upgraded to 4 cores (check memory and disk capacity) *Used WHM transfer to migrate content and sites :*Worked seamlessly and quickly :*All WP sites working smoothly *Server is operational *Working on Mediawiki migration - Wiki content migrated to new 1.39 Mediawiki server :*Base functions operational :*Have not been able to install Semantic Mediawiki on new 1.39 server :*Install fails with errors and renders MW unusable. :**MW 1.39 in wikinew - operational with base function :**MW 1.39 in wikitest - non-operational after Semantic Mediawiki install failure :*Add information about SMW status here :**Submitted bug report/item to GitHub https://github.com/SemanticMediaWiki/SemanticMediaWiki/issues/5645 *Process :*Installed fresh Mediawiki 1.39 on new server :*Exported all pages (including File: namespace pages) from legacy server :*Imported all pages (including File: namespace pages) to new server ::*File: namespace page contain the information about all the files in the '''images''' directory :*Copied '''images''' directory from legacy server to new server == Outstanding Items == == Subpages == == Migration Outline == *Choose and purchase server :*More resources (i.e. 4 cores)? :*AlmaLinux 8 or 9 ::*AlmaLinux 8 support PHP 7.2 and up ::*AlmaLinux 9 requires PHP 8.0 and up :*As of now (2023-11), must go with AlmaLinux 8 ::*But will then have to upgrade to AlmaLinux 9 - ask how this can be done *Notes from conversation with Virtual Server support 2023-11-19 :*Use the transfer tool - migration should be straightforward :*Call them to order, provision and set up new server :*They will give advice (they can't do any of the work, of course) :*Very important - Do '''not''' chose the Live Transfer option *Consider keeping the current server for a few months and leaving just michaelgreis.org hosted there to have access to the wiki :*Can then migrate the wiki over a longer time frame :*Figure out how to set up (or disable) the DNS on the current server and have the new server point to the old server for michaelgreis.org ::*Use alternate IP address for the old server? *Provision server *Install server-level software as required *Can I simply move current MW (1.33) - '''No''' *MediaWiki and supporting software :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] :*{https://www.mediawiki.org/wiki/Manual:Moving_a_wiki Move a wiki] :*Installed MW is 1.33; current version is 1.40 :*Cannot migrate directly from 1.33 to 1.40 - must migrate to 1.35 first *Semantic Mediawiki :*Installed version is 3.1; current version is 4.0 :*SMW [https://www.semantic-mediawiki.org/wiki/Help:Upgrade upgrade page] says SMW support up to MW 1.37 :*Must migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.1_to_SMW_3.2 from 3.1 to 3.2] on existing MW (1.33) - SMW 4.0 is supported on MW 1.35+ :*Then upgrade MW to 1.37 :*Then migrate [https://www.semantic-mediawiki.org/wiki/Help:Upgrade/Upgrade_from_SMW_3.2_to_SMW_4.0 from 3.2 to 4.0] on new server/wiki *Installing new MW on existing server to test moving MW :*Needed to install internationalization extension (intl/i18N) - Done on michaelgreis.org 2023-08-05 :*Initially could get to the wiki page (/wiki139) :*After moving extensions to directories and updating composer to install SMW, wiki load fails with HTTP 500 *PHP V8 - any WordPress issues *Check [[Infrastructure/Virtual_Hosting/Migration#Migration_Outline|Migration Outline]] for CentOS 6->7 Migration for previously migrated software *Use [https://docs.cpanel.net/whm/transfers/transfer-tool/ WHM transfer tool] == Resources == fyuiy5te7phx6dw7r2xmufte8pxs4c3 0 6 11 2022-09-10T17:26:02Z Greis>Michael 0 11 wikitext text/x-wiki == Directories and Files == [https://documentation.cpanel.net/display/CKB/The+cPanel+Log+Files#ThecPanelLogFiles-Mail Log files and directories for Mail] - cPanel documentation *Main log file for mail is <tt>/var/log/exim_mainlog</tt> Mail folders are in <tt>/home/'''domain_userid'''/mail/'''domain_name'''</tt> == Spam Handling == Use both domain/system level (SpamAssassin) and client level (Thunderbird) spam handling. === SpamAssassin === '''SpamAssassin''' provides domain-wide spam handling From '''cPanel''' home, select '''Apache SpamAssassin''' *SpamAssassin should be enabled '''Auto-Delete Spam''' should generally be enabled as well *If want to set more stringent domain-level handling, may want to disable auto-delete so that spam messages can be reviewed *If need to review spam messages, select '''Disable Auto-Delete Spam''' :*Use '''Clear Spam Box''' regularly while Auto-Delete is off. Spam folders can get large quickly. === Thunderbird === Use Thunderbird's spam handling ---- bmb5jv4gpii1i7q9965sbube8qgrm9u 12 11 2024-05-24T02:58:18Z Michael 1 1 revision imported 11 wikitext text/x-wiki == Directories and Files == [https://documentation.cpanel.net/display/CKB/The+cPanel+Log+Files#ThecPanelLogFiles-Mail Log files and directories for Mail] - cPanel documentation *Main log file for mail is <tt>/var/log/exim_mainlog</tt> Mail folders are in <tt>/home/'''domain_userid'''/mail/'''domain_name'''</tt> == Spam Handling == Use both domain/system level (SpamAssassin) and client level (Thunderbird) spam handling. === SpamAssassin === '''SpamAssassin''' provides domain-wide spam handling From '''cPanel''' home, select '''Apache SpamAssassin''' *SpamAssassin should be enabled '''Auto-Delete Spam''' should generally be enabled as well *If want to set more stringent domain-level handling, may want to disable auto-delete so that spam messages can be reviewed *If need to review spam messages, select '''Disable Auto-Delete Spam''' :*Use '''Clear Spam Box''' regularly while Auto-Delete is off. Spam folders can get large quickly. === Thunderbird === Use Thunderbird's spam handling ---- bmb5jv4gpii1i7q9965sbube8qgrm9u 0 7 13 2020-04-28T16:25:38Z Greis>Michael 0 /* Status */ 13 wikitext text/x-wiki Page updated {{hct|2020-01-12}} to manage migration of VPS environment from [[Infrastructure/Nehoiden Magna cPanel|Nehoiden Magna]] (CentOS 6) to [[Infrastructure/Nehoiden|Nehoiden]] (CentOS 7) CentOS 7 Server '''[[Infrastructure/Nehoiden|Nehoiden]]''' provisioned {{hct|2020-01-12}} == Status == As of {{hct|2020-04-15}} - Migration complete (and previous server deactivate) '''Domains Migrated''': *greathallperformance.org *greenneedham.org *greisfamily.net *madeleinegreis.com *michaelgreis.com *michaelgreis.org *moehandel.com *needhamchannel.org *newyearsneedham.org *nhna.org *riverbendadvisors.com *solarizeneedham.org :*Set up as domain under GNC account :*Alias defined to point to Solarize page on Green Needham site '''Domains migrated but not used''': *cohconsulting.com - (for Needham db) :*{{hct|2020-04-09}} - To be deleted. Has been deactivated :*Ensure all needed databases owned by domain have been preserved Delete cohconsulting.com once have ensured that databases and ::*'''needham''' db ::*MySQL users *newyearsneedham.org - :*{{hct|2020-04-15}} - Artie completed migration. :*{{hct|2020-04-09}} - Transferred domain. e-mailed Artie with details. :*Artie will have to repoint DNS and do any troubleshooting on the new live site '''Not being Migrated''': (Issues/Questions) *nehoiden.info - Not needed. *nec-solar.com - Parked - no longer pointing to VPS (i.e., Artie no longer using). '''Other Domains''': *nehoiden.info - Have removed any needed files *solarizeneedham.org :*Re-point name servers - {{hct|Done 2020-04-09}} :*Create new domain in Green Needham cPanel :*Make this domain an alias in Green Needham cPanel :*If problem, upload solarizeneedham-index.php from Hosting\Green Needham '''Other Directories/Data''' *{{mm|home/mgreis}} - Done :*Utilities moved. Misc JPEGs for Moe downloaded to {{mm|W:\Hosting\Shared Files\Server\archive\}} *{{mm|home}} - Done == Outstanding Items == <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid red; padding: 5px;"> <center>{{#ask: [[Waiting::+]] [[action date::<{{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}}]] [[~{{FULLPAGENAME}}*]] | mainlabel = Activity | ?Waiting = Waiting for | ?action date = Date Expected }}</center></div> <!-- First box - To Do items items - if any --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid green; padding: 5px;"> <center>{{#ask: [[ToDo::+]] [[~{{FULLPAGENAME}}*]] | mainlabel = Project | ?ToDo = Open Item }}</center></div> Use [[Template:Action|Action template]] to create items: <nowiki>{{action|Description of action item|wa=Waiting\ToDo|ad=yyyy-mm-dd|wp=Infrastructure/Virtual Hosting/Migration}}</nowiki> === AutoSSL certificate expiry notices === {{hct|Resolved: 2020-04-02}} - Certificate requests for previous server '''aged out'' and stopped appearing. Previous server now decommissioned. {{hct|2020-03-21}} - e-mail expiry notices began arriving for migrated domains *AutoSSL logs on new server show valid certificates in place *Is this just an artifact of the last certificate acquired on the old server? *AutoSSL certificate expiry query posted on cPanel forums 2020-03-24 [https://forums.cpanel.net/threads/autossl-certificate-expiry-messages-after-server-migration.669329/ cPanel Forum query] I'm getting certificate expiry notifications from cPanel after migrating to a new server. I've checked the AutoSSL logs on the new server, and I have valid SSL certificates for those sites. I thought this could be due to requests from the previous server (still live, but no longer managing those domains). Looking more closely, it appears the messages may simply be referring to the last certificate generated by the old server. For example, I get this message in a cPanel email: ---- needhamchannel.org: The SSL certificate expires on Mar 28, 2020 at 12:00:00 AM UTC. At the time of this notice, the certificate will expire in “3 days, 19 hours, and 21 seconds”. The SSL certificate for “needhamchannel.org” has not been renewed. You must take action to secure this site. ---- Yet the AutoSSL on the new server shows that ---- 6:59:03 AM Analyzing “needhamchannel”’s domains … 6:59:03 AM Analyzing “needhamchannel.org” … 6:59:03 AM SUCCESS TLS Status: OK Certificate expiry: 5/29/20, 12:00 AM UTC (65.54 days from now) 6:59:03 AM SUCCESS This user’s SSL coverage is already optimal. ---- Are the non-renewal e-mails just an artifact of the certificate previously acquired on the old server? Or is there some action I need to take? Thanks for any advice anyone can provide. === Using UpdraftPlus/UpdraftClone to implement WordPress for nhna.org === {{hct|Resolved: 2020-03-31}} - Migration complete ==== {{hct|2020-03-31}} - Migration Complete ==== Status: *Information from existing site replicated :*Except Board list, which was out of date *Recreated existing Constant Contact sign-up *Set up the two e-mail accounts board@nhna.org and outreach@nhna.org on the new server. :*outreach@ currently goes to Adam, Mark and me :*board@ currently goes to Adam, Mark, David, Cliff, me, Moe, Heather & Mike Verdun. ::*Adam to let me know if anyone else should be added. Next steps, as originally planned, were: *Some level of further site design and customization *Adding additional content *Providing Adam, Mark and David a basic intro to using WordPress so that they can at the very least add announcements of forthcoming meetings, etc. Note to Adam & Mark 2020-03-31: *Given current situation, I didn't recommend or even suggest a timetable, though I think these are all things we still want to do. *I'm happy to jump on a call if you have questions and want to exchange ideas. *If you simply want to put this aside for a while, that's fine as well. *I'll look to you to set the pace and direction. ==== {{hct|2020-03-21}} - Began Migration ==== *Install a clean copy of WP at michaelgreis.org/nhna - '''Done''' :*Customize it - '''In Process''' :*Back it up to AWS using UpdraftPlus *Activate nhna.org on Server 2 by repointing DNS :::NB: No live site at this point :*Install a clean copy of WordPress and UpdraftPlus :*Configure UpdraftPlus on this new site (nhna.org) to use the same AWS storage as the source site michaelgreis.org/nhna :::NB:This is the part I had trouble with when I looked at it using UpdraftClone :*Rescan remote storage and Restore the backup :::*I should be prompted to migrate by selecting "Search and Replace Site Location in the Database" :*The site will be restored to the new location (nhna.org) from the old location (michaelgreis.org/nhna) ==== {{hct|2020-03-18}} - Reply confirmed process ==== *Reply confirmed process I outlined *Did not address recovering the site license :*Re-post if can't recover license after migration is complete ==== {{hct|2020-03-17}} - Follow-up sent with proposed process below & question on licenses ==== *How do I recover/recycle any site licenses applied during the migration? :*When installing UpdraftPlus on the new server instance :*After I am done with the temporary site at michaelgreis.org/nhna *Sites: :*Server 1 - Current html-based site (Live) for nhna.org :*Server 2 - Empty domain for nhna.org *DNS points to Server 1 *Install a clean copy of WP at michaelgreis.org/nhna :*Customize it :*Back it up to AWS using UpdraftPlus *Activate nhna.org on Server 2 by repointing DNS :*No live site at this point :*Install a clean copy of WordPress and UpdraftPlus :*Configure UpdraftPlus on this new site (nhna.org) to use the same AWS storage as the source site michaelgreis.org/nhna ::*This is the part I had trouble with when I looked at it using UpdraftClone :*Rescan remote storage and Restore the backup :*I should be prompted to migrate by selecting "Search and Replace Site Location in the Database" :*The site will be restored to the new location (nhna.org) from the old location (michaelgreis.org/nhna) ==== {{hct|2020-03-16}} - Reply suggesting use the migrator add-on ==== :*[https://updraftplus.com/faqs/how-do-i-migrate-to-a-new-site-location/ How to migrate to a new site location documentation] :*Response note included a link a tutorial video ==== {{hct|2020-03-16}} - Created customer support request ==== I want to use UpdraftClone to create a new WP site for a domain that is being migrated to a new server. The current domain (on the old server) does not use WP. I want to : *create a basic WP site using UpdraftClone *activate the domain on my new server (switching the DNS nameserver records) *restore the created site to the root of the domain on the new server (which has nothing else installed now) I don't want to install the current (non-WP) web site on the new server, nor do I want to migrate to the newserver (with nothing on it) and implement a new WP site on the fly. It seems like I should be able to use UpdraftPlus & UpdraftClone to do this, but I can't find anything in the FAQ that addresses this situation. Can you help? Thanks! === Comcast spam block === {{action|Comcast spam block|wa=ToDo|ad=2020-03-11|wp=Infrastructure/Virtual Hosting/Migration}} Receiving regular spam block message delivery failures from Comcast. *GoDaddy deals with this all the time and should be addressing those as they occur - shouldn't need to report them :*However, increased frequency since migration is troubling :*Check whether adding the designated relay server to DNS would help :*Also track which relay server is being reported Designated relay server: '''a2nlvphout-v01.shr.prod.iad2.secureserver.net''' Sample Message: Reason: There was an error while attempting to deliver your message with [Subject: "Re: plans for conference call Thursday"] to michaelniden@comcast.net. MTA a2nlsmtp01-02.prod.iad2.secureserver.net received this response from the destination host IP - 96.114.157.80 - 554 , 554 5.1.0 198.71.225.36 Comcast block for spam. Please see http://postmaster.comcast.net/smtp-error-codes.php#BL000000 . Instances: *2020-03-11 11:16 am - delivery to michaelniden@comcast.net from mjg@riverbendadvisors.com :*MTA receiving response: a2nlsmtp01-02.prod.iad2.secureserver.net :*IP address blocked: 198.71.225.36 === Listserv error when responding to pending moderator requests === {{hct|2020-04-28 - Resolved}} *The {{mm|request.pck}} file listing the held requests was apparently corrupted (though a visual scan did not show any problems) :*Removing the request file ({{mm|/usr/local/cpanel/3rdparty/mailman/lists/sc_greenneedham.org}}) corrected the problem *See [https://bugs.launchpad.net/mailman/+bug/1739530 this item] '''Notes:''' *The request (and similar) files are in binary (packed) format :*The '''dumpdb''' command in the mailman's '''bin''' directory ({{mm|/usr/local/cpanel/3rdparty/mailman}}) '''unpacks''' them bin/dumpdb lists/LIST_HOST/request.pck *The held files are then orphaned. They can be deleted or reprocessed :*Held files are in the '''mailman/data''' directory :*Files are named {{mm|heldmsg-}}{{mmb|listname_hostname}}{{mm|-nnnn.pck}} *The python script recommended in the posting for reprocessing the held files has been placed in the {{mm|/usr/local/cpanel/3rdparty/mailman}} directory with the name '''mailman_hold_again.py''' :*Execution gave an error that the '''paths''' module couldn't be imported ::*{{action|Determine how to install additional python modules on Nehoiden|wa=ToDo|ad=2020-04-28|wp=/Infrastructure/Nehoiden}} https://webmail.greenneedham.org/cpsess4266118743/3rdparty/mailman/admindb/sc_greenneedham.org For the '''SC''' mailing list on greenneedham.org, receive this error when trying to respond to a pending moderator quest: Bug in Mailman version 2.1.29 We're sorry, we hit a bug! Please inform the webmaster for this site of this problem. Printing of traceback and other system information has been explicitly inhibited, but the webmaster can find this information in the Mailman error logs or the web server logs. Also, this mailing list generates an e-mail saying there are 292 pending moderator requests. *Could it be pointing to the wrong place? *That error does not occur when selecting the listserv management option to "tend to pending moderator requests" for other lists. :*Is this only because there aren't any pending moderator requests? - No. {{hct|2020-03-11}} - Generated a moderator request for the '''mmtest''' list. This works. *The problem appears specific to the '''sc''' list. :*Check the error logs ::*Logs are at {{mm|/usr/local/cpanel/3rdparty/mailman/logs}} ::*'''error''' log :::*Found this warning: ::::** Mar 11 15:18:00 2020 admin(16207): /usr/lib64/python2.7/urllib.py:1283: UnicodeWarning: Unicode equal comparison failed to convert both argument s to Unicode - interpreting them as being unequal :*Manual/command line options to clear out pending requests? :*Reset the list? Found these items: *https://forums.cpanel.net/threads/permission-denied-after-moving-to-apache-worker.621607/ *https://stackoverflow.com/questions/15607300/htaccess-pcfg-openfile-unable-to-check-htaccess-file-ensure-it-is-readable-and/46841605 *https://www.cpanelkb.net/mailman-error-mailman-bug-internal-server-error/ :*Changing permissions to solve mailman errors after moving servers If you still getting the below error or any other permission errors “Please inform the webmaster of this site of this problem. Printing of traceback and other system information has been explicitly inhibited, but the webmaster can find this information in the Mailman error logs.” Use the following command to auto check all the permission on the mailman. # /usr/local/cpanel/3rdparty/mailman/bin/check_perms *This checks out OK If your problem still persists then you can use the script provided by cPanel to fix mailman or reinstall mailman. Make sure you take a backup of directory mailman before executing script. *Fix mailman: # /scripts/fixmailman *Reinstall Mailman: #/scripts/reinstallmailman *Use the /scripts/check_cpanel_rpms script to check the Mailman RPM for issues. *You can also try the following mailman commands. :*Repair Mailman permissions /usr/local/cpanel/3rdparty/mailman/bin/check_perms -f :*Repair Mailman archive permissions and mailing lists. /usr/local/cpanel/scripts/fixmailman :*View all lists /usr/local/cpanel/3rdparty/mailman/bin/list_lists :*View all list members /usr/local/cpanel/3rdparty/mailman/bin/list_members listname_domain.com == Subpages == <subpages /> {{TopicalResources|Migration}} == Migration Outline == === Ensure compatible/consistent versions of '''key software''' on both servers === {{hct|2020-02-04}} - Have migrated several sites. *Comfortable that core software levels are not a significant problem. *PHP 7.x working OK - even with MW (though is generating warnings) *MySQL - no issues *Issues seem to be with specific software packages :*PureFtp / FileZilla dust-up :*Mailman bug? *Apache - '''Yes''' *PHP - '''7.2''' is current :*Some domains on Nehoiden Magna still using PHP 5.6 (EOL) :*Migrate all WP sites to PHP 7.2 on existing server :*Mediawiki has issues with PHP 7.1+ *MySQL - '''5.6''' on Nehoiden Magna, '''5.7''' on Nehoiden :*Upgrade Nehoiden Magna to 5.7? :*Migrate WP sites as is? :{{hct|2020-01-20 - Assume will move WP sites as is; reinstall Wiki on new server === Review and ensure WordPress compatibility === {{hct|2020-02-04}} - Complete *Major potential concern is [[#PHP 7.x|PHP 7]] :*So far, sites on Nehoiden Magna moved to PHP 7.2 look OK *MySQL 5.7 vs. 5.6 - try moving site to check === [[Infrastructure/Virtual Hosting/Migration/Mediawiki|Mediawiki]] - Migrate or re-install === {{hct|2020-02-20}} - Complete {{hct|2020-02-04}} - MW working with limitations on CentOS 7 server *Only affects '''michaelgreis.org''' === Review '''DNS''' and plan changes to domain records === {{hct|2020-02-04}} - Sites migrated with transfer tool and nameservers updated at GoDaddy. No major issues. *New Nehoiden domain configured to use ns1.nehoiden.net and ns2.nehoiden.net as nameservers - {hct|2020-01-12 - Done}} :*Update hostname information at GoDaddy DNS - {{hct|2020-01-13 - Done}} ::*[https://dcc.godaddy.com/domains/ Domain Manager] :::*Select nameserver domain (nehoiden.net) :::*Select '''Manage DNS''' -> '''DNS Management''' screen :::*Select '''Hostnames''' under '''Advanced Features''' :::*Enter IP address of VPS === Implement currently unused domain on new server to test features === {{hct|2020-02-20}} - Complete *Working with '''nehoiden.net''' === Use '''WHM/cPanel Transfer Tool''' to migrate domains (and WP sites) to new server === *Access from WHM menu - {{mmb|WHM >> Home >> Transfers >> Transfer Tool}} :*Review [https://documentation.cpanel.net/display/74Docs/Transfer+Tool#TransferTool-Howtocopyaccounts cPanel Documentation for cPanel 74] (sending CentOS 6 server) :*Review [https://docs.cpanel.net/whm/transfers/transfer-tool/84/ Documentation for cPanel 84] (receiving CentOS 7 server) *Migrate less complex/smaller domains first - e.g. michaelgreis.com *Use transfer tool to copy/move the site to the new domain. :*Check/change DNS for domain on new site to use nehoiden.net nameservers :*Change nameservers at GoDaddy from nehoiden.info to nehoiden.net ::*This should make the domain on Nehoiden live ::*Can switch back if needed.... ::*Ensure that changes are not being made - sites or e-mail - during the switchover. That should allow going back and forth as needed, and not having to migrate the site again or update the migration === '''Other software/packages''' required on new server? === {{hct|2020-03-13}} - Largely complete. :*Most software below for Mediawiki. MW is up and running. Double check all features (esp. Math & equations) :*Double check whether any cron jobs are needed for MW *See [Infrastructure/Nehoiden Magna cPanel#Configuration current Nehoiden Magna page] for details *Other software installed on Nehoiden Magna :*For Mediawiki (see [[Infrastructure/Virtual Hosting/Migration/Mediawiki|MediaWiki migration page]]) ::*Semantic Mediawiki - {{hct|Done 2020-02-20}} ::*Sphinx (for Mediawiki search) - {{hct|2020-02-04}} - Reverted to default search}} ::*ImageMagick (Mediawiki - create thumbnails) - {{hct|Already installed on server}} ::*Composer (Mediawiki - upgrades and maintenance) - {{hct|Done 2020-01-19}} ::*latex (Mediawiki - Math) ::*ocaml, dvipng & texlive (Mediawiki math) *Customizations on Nehoiden Magna :*Used make to build texvc and texvccheck modules for Mediawiki Math :*Added cron job to start Mediawik Sphinx search daemon == Resources == *[https://www.godaddy.com/community/VPS-Dedicated-Servers/bd-p/Design-Development GoDaddy VPS community] eq97fy7jsdd93lhuchyybwwqhsfhhb4 14 13 2024-05-24T02:58:18Z Michael 1 1 revision imported 13 wikitext text/x-wiki Page updated {{hct|2020-01-12}} to manage migration of VPS environment from [[Infrastructure/Nehoiden Magna cPanel|Nehoiden Magna]] (CentOS 6) to [[Infrastructure/Nehoiden|Nehoiden]] (CentOS 7) CentOS 7 Server '''[[Infrastructure/Nehoiden|Nehoiden]]''' provisioned {{hct|2020-01-12}} == Status == As of {{hct|2020-04-15}} - Migration complete (and previous server deactivate) '''Domains Migrated''': *greathallperformance.org *greenneedham.org *greisfamily.net *madeleinegreis.com *michaelgreis.com *michaelgreis.org *moehandel.com *needhamchannel.org *newyearsneedham.org *nhna.org *riverbendadvisors.com *solarizeneedham.org :*Set up as domain under GNC account :*Alias defined to point to Solarize page on Green Needham site '''Domains migrated but not used''': *cohconsulting.com - (for Needham db) :*{{hct|2020-04-09}} - To be deleted. Has been deactivated :*Ensure all needed databases owned by domain have been preserved Delete cohconsulting.com once have ensured that databases and ::*'''needham''' db ::*MySQL users *newyearsneedham.org - :*{{hct|2020-04-15}} - Artie completed migration. :*{{hct|2020-04-09}} - Transferred domain. e-mailed Artie with details. :*Artie will have to repoint DNS and do any troubleshooting on the new live site '''Not being Migrated''': (Issues/Questions) *nehoiden.info - Not needed. *nec-solar.com - Parked - no longer pointing to VPS (i.e., Artie no longer using). '''Other Domains''': *nehoiden.info - Have removed any needed files *solarizeneedham.org :*Re-point name servers - {{hct|Done 2020-04-09}} :*Create new domain in Green Needham cPanel :*Make this domain an alias in Green Needham cPanel :*If problem, upload solarizeneedham-index.php from Hosting\Green Needham '''Other Directories/Data''' *{{mm|home/mgreis}} - Done :*Utilities moved. Misc JPEGs for Moe downloaded to {{mm|W:\Hosting\Shared Files\Server\archive\}} *{{mm|home}} - Done == Outstanding Items == <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid red; padding: 5px;"> <center>{{#ask: [[Waiting::+]] [[action date::<{{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}}]] [[~{{FULLPAGENAME}}*]] | mainlabel = Activity | ?Waiting = Waiting for | ?action date = Date Expected }}</center></div> <!-- First box - To Do items items - if any --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid green; padding: 5px;"> <center>{{#ask: [[ToDo::+]] [[~{{FULLPAGENAME}}*]] | mainlabel = Project | ?ToDo = Open Item }}</center></div> Use [[Template:Action|Action template]] to create items: <nowiki>{{action|Description of action item|wa=Waiting\ToDo|ad=yyyy-mm-dd|wp=Infrastructure/Virtual Hosting/Migration}}</nowiki> === AutoSSL certificate expiry notices === {{hct|Resolved: 2020-04-02}} - Certificate requests for previous server '''aged out'' and stopped appearing. Previous server now decommissioned. {{hct|2020-03-21}} - e-mail expiry notices began arriving for migrated domains *AutoSSL logs on new server show valid certificates in place *Is this just an artifact of the last certificate acquired on the old server? *AutoSSL certificate expiry query posted on cPanel forums 2020-03-24 [https://forums.cpanel.net/threads/autossl-certificate-expiry-messages-after-server-migration.669329/ cPanel Forum query] I'm getting certificate expiry notifications from cPanel after migrating to a new server. I've checked the AutoSSL logs on the new server, and I have valid SSL certificates for those sites. I thought this could be due to requests from the previous server (still live, but no longer managing those domains). Looking more closely, it appears the messages may simply be referring to the last certificate generated by the old server. For example, I get this message in a cPanel email: ---- needhamchannel.org: The SSL certificate expires on Mar 28, 2020 at 12:00:00 AM UTC. At the time of this notice, the certificate will expire in “3 days, 19 hours, and 21 seconds”. The SSL certificate for “needhamchannel.org” has not been renewed. You must take action to secure this site. ---- Yet the AutoSSL on the new server shows that ---- 6:59:03 AM Analyzing “needhamchannel”’s domains … 6:59:03 AM Analyzing “needhamchannel.org” … 6:59:03 AM SUCCESS TLS Status: OK Certificate expiry: 5/29/20, 12:00 AM UTC (65.54 days from now) 6:59:03 AM SUCCESS This user’s SSL coverage is already optimal. ---- Are the non-renewal e-mails just an artifact of the certificate previously acquired on the old server? Or is there some action I need to take? Thanks for any advice anyone can provide. === Using UpdraftPlus/UpdraftClone to implement WordPress for nhna.org === {{hct|Resolved: 2020-03-31}} - Migration complete ==== {{hct|2020-03-31}} - Migration Complete ==== Status: *Information from existing site replicated :*Except Board list, which was out of date *Recreated existing Constant Contact sign-up *Set up the two e-mail accounts board@nhna.org and outreach@nhna.org on the new server. :*outreach@ currently goes to Adam, Mark and me :*board@ currently goes to Adam, Mark, David, Cliff, me, Moe, Heather & Mike Verdun. ::*Adam to let me know if anyone else should be added. Next steps, as originally planned, were: *Some level of further site design and customization *Adding additional content *Providing Adam, Mark and David a basic intro to using WordPress so that they can at the very least add announcements of forthcoming meetings, etc. Note to Adam & Mark 2020-03-31: *Given current situation, I didn't recommend or even suggest a timetable, though I think these are all things we still want to do. *I'm happy to jump on a call if you have questions and want to exchange ideas. *If you simply want to put this aside for a while, that's fine as well. *I'll look to you to set the pace and direction. ==== {{hct|2020-03-21}} - Began Migration ==== *Install a clean copy of WP at michaelgreis.org/nhna - '''Done''' :*Customize it - '''In Process''' :*Back it up to AWS using UpdraftPlus *Activate nhna.org on Server 2 by repointing DNS :::NB: No live site at this point :*Install a clean copy of WordPress and UpdraftPlus :*Configure UpdraftPlus on this new site (nhna.org) to use the same AWS storage as the source site michaelgreis.org/nhna :::NB:This is the part I had trouble with when I looked at it using UpdraftClone :*Rescan remote storage and Restore the backup :::*I should be prompted to migrate by selecting "Search and Replace Site Location in the Database" :*The site will be restored to the new location (nhna.org) from the old location (michaelgreis.org/nhna) ==== {{hct|2020-03-18}} - Reply confirmed process ==== *Reply confirmed process I outlined *Did not address recovering the site license :*Re-post if can't recover license after migration is complete ==== {{hct|2020-03-17}} - Follow-up sent with proposed process below & question on licenses ==== *How do I recover/recycle any site licenses applied during the migration? :*When installing UpdraftPlus on the new server instance :*After I am done with the temporary site at michaelgreis.org/nhna *Sites: :*Server 1 - Current html-based site (Live) for nhna.org :*Server 2 - Empty domain for nhna.org *DNS points to Server 1 *Install a clean copy of WP at michaelgreis.org/nhna :*Customize it :*Back it up to AWS using UpdraftPlus *Activate nhna.org on Server 2 by repointing DNS :*No live site at this point :*Install a clean copy of WordPress and UpdraftPlus :*Configure UpdraftPlus on this new site (nhna.org) to use the same AWS storage as the source site michaelgreis.org/nhna ::*This is the part I had trouble with when I looked at it using UpdraftClone :*Rescan remote storage and Restore the backup :*I should be prompted to migrate by selecting "Search and Replace Site Location in the Database" :*The site will be restored to the new location (nhna.org) from the old location (michaelgreis.org/nhna) ==== {{hct|2020-03-16}} - Reply suggesting use the migrator add-on ==== :*[https://updraftplus.com/faqs/how-do-i-migrate-to-a-new-site-location/ How to migrate to a new site location documentation] :*Response note included a link a tutorial video ==== {{hct|2020-03-16}} - Created customer support request ==== I want to use UpdraftClone to create a new WP site for a domain that is being migrated to a new server. The current domain (on the old server) does not use WP. I want to : *create a basic WP site using UpdraftClone *activate the domain on my new server (switching the DNS nameserver records) *restore the created site to the root of the domain on the new server (which has nothing else installed now) I don't want to install the current (non-WP) web site on the new server, nor do I want to migrate to the newserver (with nothing on it) and implement a new WP site on the fly. It seems like I should be able to use UpdraftPlus & UpdraftClone to do this, but I can't find anything in the FAQ that addresses this situation. Can you help? Thanks! === Comcast spam block === {{action|Comcast spam block|wa=ToDo|ad=2020-03-11|wp=Infrastructure/Virtual Hosting/Migration}} Receiving regular spam block message delivery failures from Comcast. *GoDaddy deals with this all the time and should be addressing those as they occur - shouldn't need to report them :*However, increased frequency since migration is troubling :*Check whether adding the designated relay server to DNS would help :*Also track which relay server is being reported Designated relay server: '''a2nlvphout-v01.shr.prod.iad2.secureserver.net''' Sample Message: Reason: There was an error while attempting to deliver your message with [Subject: "Re: plans for conference call Thursday"] to michaelniden@comcast.net. MTA a2nlsmtp01-02.prod.iad2.secureserver.net received this response from the destination host IP - 96.114.157.80 - 554 , 554 5.1.0 198.71.225.36 Comcast block for spam. Please see http://postmaster.comcast.net/smtp-error-codes.php#BL000000 . Instances: *2020-03-11 11:16 am - delivery to michaelniden@comcast.net from mjg@riverbendadvisors.com :*MTA receiving response: a2nlsmtp01-02.prod.iad2.secureserver.net :*IP address blocked: 198.71.225.36 === Listserv error when responding to pending moderator requests === {{hct|2020-04-28 - Resolved}} *The {{mm|request.pck}} file listing the held requests was apparently corrupted (though a visual scan did not show any problems) :*Removing the request file ({{mm|/usr/local/cpanel/3rdparty/mailman/lists/sc_greenneedham.org}}) corrected the problem *See [https://bugs.launchpad.net/mailman/+bug/1739530 this item] '''Notes:''' *The request (and similar) files are in binary (packed) format :*The '''dumpdb''' command in the mailman's '''bin''' directory ({{mm|/usr/local/cpanel/3rdparty/mailman}}) '''unpacks''' them bin/dumpdb lists/LIST_HOST/request.pck *The held files are then orphaned. They can be deleted or reprocessed :*Held files are in the '''mailman/data''' directory :*Files are named {{mm|heldmsg-}}{{mmb|listname_hostname}}{{mm|-nnnn.pck}} *The python script recommended in the posting for reprocessing the held files has been placed in the {{mm|/usr/local/cpanel/3rdparty/mailman}} directory with the name '''mailman_hold_again.py''' :*Execution gave an error that the '''paths''' module couldn't be imported ::*{{action|Determine how to install additional python modules on Nehoiden|wa=ToDo|ad=2020-04-28|wp=/Infrastructure/Nehoiden}} https://webmail.greenneedham.org/cpsess4266118743/3rdparty/mailman/admindb/sc_greenneedham.org For the '''SC''' mailing list on greenneedham.org, receive this error when trying to respond to a pending moderator quest: Bug in Mailman version 2.1.29 We're sorry, we hit a bug! Please inform the webmaster for this site of this problem. Printing of traceback and other system information has been explicitly inhibited, but the webmaster can find this information in the Mailman error logs or the web server logs. Also, this mailing list generates an e-mail saying there are 292 pending moderator requests. *Could it be pointing to the wrong place? *That error does not occur when selecting the listserv management option to "tend to pending moderator requests" for other lists. :*Is this only because there aren't any pending moderator requests? - No. {{hct|2020-03-11}} - Generated a moderator request for the '''mmtest''' list. This works. *The problem appears specific to the '''sc''' list. :*Check the error logs ::*Logs are at {{mm|/usr/local/cpanel/3rdparty/mailman/logs}} ::*'''error''' log :::*Found this warning: ::::** Mar 11 15:18:00 2020 admin(16207): /usr/lib64/python2.7/urllib.py:1283: UnicodeWarning: Unicode equal comparison failed to convert both argument s to Unicode - interpreting them as being unequal :*Manual/command line options to clear out pending requests? :*Reset the list? Found these items: *https://forums.cpanel.net/threads/permission-denied-after-moving-to-apache-worker.621607/ *https://stackoverflow.com/questions/15607300/htaccess-pcfg-openfile-unable-to-check-htaccess-file-ensure-it-is-readable-and/46841605 *https://www.cpanelkb.net/mailman-error-mailman-bug-internal-server-error/ :*Changing permissions to solve mailman errors after moving servers If you still getting the below error or any other permission errors “Please inform the webmaster of this site of this problem. Printing of traceback and other system information has been explicitly inhibited, but the webmaster can find this information in the Mailman error logs.” Use the following command to auto check all the permission on the mailman. # /usr/local/cpanel/3rdparty/mailman/bin/check_perms *This checks out OK If your problem still persists then you can use the script provided by cPanel to fix mailman or reinstall mailman. Make sure you take a backup of directory mailman before executing script. *Fix mailman: # /scripts/fixmailman *Reinstall Mailman: #/scripts/reinstallmailman *Use the /scripts/check_cpanel_rpms script to check the Mailman RPM for issues. *You can also try the following mailman commands. :*Repair Mailman permissions /usr/local/cpanel/3rdparty/mailman/bin/check_perms -f :*Repair Mailman archive permissions and mailing lists. /usr/local/cpanel/scripts/fixmailman :*View all lists /usr/local/cpanel/3rdparty/mailman/bin/list_lists :*View all list members /usr/local/cpanel/3rdparty/mailman/bin/list_members listname_domain.com == Subpages == <subpages /> {{TopicalResources|Migration}} == Migration Outline == === Ensure compatible/consistent versions of '''key software''' on both servers === {{hct|2020-02-04}} - Have migrated several sites. *Comfortable that core software levels are not a significant problem. *PHP 7.x working OK - even with MW (though is generating warnings) *MySQL - no issues *Issues seem to be with specific software packages :*PureFtp / FileZilla dust-up :*Mailman bug? *Apache - '''Yes''' *PHP - '''7.2''' is current :*Some domains on Nehoiden Magna still using PHP 5.6 (EOL) :*Migrate all WP sites to PHP 7.2 on existing server :*Mediawiki has issues with PHP 7.1+ *MySQL - '''5.6''' on Nehoiden Magna, '''5.7''' on Nehoiden :*Upgrade Nehoiden Magna to 5.7? :*Migrate WP sites as is? :{{hct|2020-01-20 - Assume will move WP sites as is; reinstall Wiki on new server === Review and ensure WordPress compatibility === {{hct|2020-02-04}} - Complete *Major potential concern is [[#PHP 7.x|PHP 7]] :*So far, sites on Nehoiden Magna moved to PHP 7.2 look OK *MySQL 5.7 vs. 5.6 - try moving site to check === [[Infrastructure/Virtual Hosting/Migration/Mediawiki|Mediawiki]] - Migrate or re-install === {{hct|2020-02-20}} - Complete {{hct|2020-02-04}} - MW working with limitations on CentOS 7 server *Only affects '''michaelgreis.org''' === Review '''DNS''' and plan changes to domain records === {{hct|2020-02-04}} - Sites migrated with transfer tool and nameservers updated at GoDaddy. No major issues. *New Nehoiden domain configured to use ns1.nehoiden.net and ns2.nehoiden.net as nameservers - {hct|2020-01-12 - Done}} :*Update hostname information at GoDaddy DNS - {{hct|2020-01-13 - Done}} ::*[https://dcc.godaddy.com/domains/ Domain Manager] :::*Select nameserver domain (nehoiden.net) :::*Select '''Manage DNS''' -> '''DNS Management''' screen :::*Select '''Hostnames''' under '''Advanced Features''' :::*Enter IP address of VPS === Implement currently unused domain on new server to test features === {{hct|2020-02-20}} - Complete *Working with '''nehoiden.net''' === Use '''WHM/cPanel Transfer Tool''' to migrate domains (and WP sites) to new server === *Access from WHM menu - {{mmb|WHM >> Home >> Transfers >> Transfer Tool}} :*Review [https://documentation.cpanel.net/display/74Docs/Transfer+Tool#TransferTool-Howtocopyaccounts cPanel Documentation for cPanel 74] (sending CentOS 6 server) :*Review [https://docs.cpanel.net/whm/transfers/transfer-tool/84/ Documentation for cPanel 84] (receiving CentOS 7 server) *Migrate less complex/smaller domains first - e.g. michaelgreis.com *Use transfer tool to copy/move the site to the new domain. :*Check/change DNS for domain on new site to use nehoiden.net nameservers :*Change nameservers at GoDaddy from nehoiden.info to nehoiden.net ::*This should make the domain on Nehoiden live ::*Can switch back if needed.... ::*Ensure that changes are not being made - sites or e-mail - during the switchover. That should allow going back and forth as needed, and not having to migrate the site again or update the migration === '''Other software/packages''' required on new server? === {{hct|2020-03-13}} - Largely complete. :*Most software below for Mediawiki. MW is up and running. Double check all features (esp. Math & equations) :*Double check whether any cron jobs are needed for MW *See [Infrastructure/Nehoiden Magna cPanel#Configuration current Nehoiden Magna page] for details *Other software installed on Nehoiden Magna :*For Mediawiki (see [[Infrastructure/Virtual Hosting/Migration/Mediawiki|MediaWiki migration page]]) ::*Semantic Mediawiki - {{hct|Done 2020-02-20}} ::*Sphinx (for Mediawiki search) - {{hct|2020-02-04}} - Reverted to default search}} ::*ImageMagick (Mediawiki - create thumbnails) - {{hct|Already installed on server}} ::*Composer (Mediawiki - upgrades and maintenance) - {{hct|Done 2020-01-19}} ::*latex (Mediawiki - Math) ::*ocaml, dvipng & texlive (Mediawiki math) *Customizations on Nehoiden Magna :*Used make to build texvc and texvccheck modules for Mediawiki Math :*Added cron job to start Mediawik Sphinx search daemon == Resources == *[https://www.godaddy.com/community/VPS-Dedicated-Servers/bd-p/Design-Development GoDaddy VPS community] eq97fy7jsdd93lhuchyybwwqhsfhhb4 0 8 15 2020-01-21T05:04:50Z Greis>Michael 0 /* Usage Notes */ 15 wikitext text/x-wiki {{hct|2020-01-19}} - Installed Composer globally to support installation of MediaWiki extensions that use Composer == Resources == *Reference sites :*[https://computingforgeeks.com/how-to-install-php-composer-on-cpanel/ ComputingforGeeks] :*[https://documentation.cpanel.net/display/CKB/How+to+Set+Up+%28PHP%29+Composer#HowtoSetUp(PHP)Composer-RequiredPHPmodules cPanel documentation] == Installation == From ComputingforGeeks site, did: *WHM - EasyApache Customize ::*Install PHP extensions '''Mbstring''' and '''Iconv :::*Note: cPanel doc says only need one of the other *WHM - Multi-PHP .ini editor - editor mode :*allow_url_fopen - '''On''' :*detect_unicode - '''Off''' (This from Geeks) :*zend.detect_unicode = '''Off''' (This from cPanel - used it) *Install wget 'https://getcomposer.org/installer' -O composer-installer.php php ./composer-installer.php --install-dir=/usr/local/bin --filename=composer {{hct|2020-01-19}} - Install checked out OK php /usr/local/bin/composer diagnose [https://getcomposer.org/doc Composer usage documentation] == Usage Notes == *'''require''' and '''require-dev''' directives :*'''require''' is required dependency for a project :*'''require-dev''' is a required dependency for development of the project (i.e. not needed by other projects that only use a required project == Composer Merge Plugin == The [https://github.com/wikimedia/composer-merge-plugin Composer Merge Plugin] was created by Mediawiki to support merging one or more additional composer.json files at Composer runtime (e.g. composer.local.json) *See the plugin page for installation and use instructions :*It appears that it has to be installed separately using Composer *See also [https://www.mediawiki.org/wiki/Composer/For_extensions Using Composer for MediaWiki Extensions] paxb6t7qabxp8rot7tv0toyoj2ebpnu 16 15 2024-05-24T02:58:18Z Michael 1 1 revision imported 15 wikitext text/x-wiki {{hct|2020-01-19}} - Installed Composer globally to support installation of MediaWiki extensions that use Composer == Resources == *Reference sites :*[https://computingforgeeks.com/how-to-install-php-composer-on-cpanel/ ComputingforGeeks] :*[https://documentation.cpanel.net/display/CKB/How+to+Set+Up+%28PHP%29+Composer#HowtoSetUp(PHP)Composer-RequiredPHPmodules cPanel documentation] == Installation == From ComputingforGeeks site, did: *WHM - EasyApache Customize ::*Install PHP extensions '''Mbstring''' and '''Iconv :::*Note: cPanel doc says only need one of the other *WHM - Multi-PHP .ini editor - editor mode :*allow_url_fopen - '''On''' :*detect_unicode - '''Off''' (This from Geeks) :*zend.detect_unicode = '''Off''' (This from cPanel - used it) *Install wget 'https://getcomposer.org/installer' -O composer-installer.php php ./composer-installer.php --install-dir=/usr/local/bin --filename=composer {{hct|2020-01-19}} - Install checked out OK php /usr/local/bin/composer diagnose [https://getcomposer.org/doc Composer usage documentation] == Usage Notes == *'''require''' and '''require-dev''' directives :*'''require''' is required dependency for a project :*'''require-dev''' is a required dependency for development of the project (i.e. not needed by other projects that only use a required project == Composer Merge Plugin == The [https://github.com/wikimedia/composer-merge-plugin Composer Merge Plugin] was created by Mediawiki to support merging one or more additional composer.json files at Composer runtime (e.g. composer.local.json) *See the plugin page for installation and use instructions :*It appears that it has to be installed separately using Composer *See also [https://www.mediawiki.org/wiki/Composer/For_extensions Using Composer for MediaWiki Extensions] paxb6t7qabxp8rot7tv0toyoj2ebpnu 0 9 17 2020-02-02T05:31:18Z Greis>Michael 0 17 wikitext text/x-wiki {{hct|2020-01-20}} - Having problems accessing domains on new server using Filezilla {{hct|Solved 2020-02-01}} *{{hct|2020-02-01}} - Set PureFTP configuration option '''Broken Clients Compatibility''' to '''Yes''' :*Problem apparently solved. {{OpenHidden|Post to FileZilla PRO forum describing fix}} I find this very puzzling. Both these VDS servers are running the same version of cPanel and are using identically configured PureFTP servers. I can FTP to the new (CentOS 7) server using command line access from an SSH terminal and through a browser. The cPanel forum response was that they prefer clients other than FileZilla. The response here is that the cPanel PureFTP server is broken. I checked the configuration options on cPanel for the PureFTP server and found one called Broken Clients Compatibility. It's described as "Ignore parts of the FTP protocol standards to improve compatibility with some buggy FTP clients and firewalls." (I'm not using a Firewall.) That option is off on my CentOS 6 server (where FileZilla PRO has no problems). Nothing else has worked, so I tried turning that on in the CentOS 7 server. Problem apparently solved. FileZilla PRO can now connect to the CentOS 7 server. Not sure what this is all about, or whether the cPanel PureFTP server or FileZilla is "broken". I'm happy just to be able to connect to my server and leave this behind in case anyone else runs into this strange problem. {{CloseHidden}} *{{hct|2020-01-22}} - Filezilla PRO support says that the reported error ("Carriage Return without LineFeed received") indicates that "Your server sends a malformed FEAT reply in violation of the FTP specifications. This isn't a configuration issue, this requires fixing the server software itself." :*Opened [https://forums.cpanel.net/threads/problem-completing-connection-to-ftp-server-from-filezilla-malformed-feat-reply.666301/ this item] on the cPanel discussion forums. *{{hct|2020-01-20}} - Opened [https://customerforum.filezilla-project.org/viewtopic.php?f=3&t=371 help request] FileZilla Pro customer support forum. :*Problem accessing domains using FileZilla PRO :*[https://docs.cpanel.net/knowledge-base/ftp/how-to-enable-ftp-passive-mode/#overview cPanel resource for passive mode setup] - Passive mode does not appear to be the problem. {{OpenHidden|Details}} I've been using FileZilla Pro for a long time to connect to a VPS running CentOS6. I just provisioned a new CentOS7 VPS and am now having problems connecting to it using FileZilla PRO 3.46.3 . The message log displays the following: Status: Connecting to 107.180.93.185:21... Status: Connection established, waiting for welcome message... Status: Initializing TLS... Status: Verifying certificate... Status: TLS connection established. Status: Logged in Status: Retrieving directory listing of "/public_html"... Command: CWD /public_html Response: 250 OK. Current directory is /public_html Command: TYPE I Response: 200 TYPE is now 8-bit binary Command: PASV Response: 227 Entering Passive Mode (64,202,160,248,211,75) Command: MLSD Error: Connection timed out after 20 seconds of inactivity Error: Failed to retrieve directory listing The message log seems to indicate that the connection is being made and the directory on the server is selected. But FileZilla never displays the contents of the remote directory, then times out saying that it failed to retrieve the directory listing. I'm using the exact same configuration in FileZilla PRO that I've been using for years for my CentOS 6 server, so perhaps there is something different about the default configuration on the new server (both of which use cPanel). I can use FTP from a Windows workstation to log in to the new server with no problems. I tested the new server at ftptest.net and got the following: Status: Resolving address of nehoiden.net Status: Connecting to 107.180.93.185 Warning: The entered address does not resolve to an IPv6 address. Status: Connected, waiting for welcome message... Reply: 220---------- Welcome to Pure-FTPd [privsep] [TLS] ---------- Reply: 220-You are user number 7 of 50 allowed. Reply: 220-Local time is now 10:34. Server port: 21. Reply: 220-This is a private system - No anonymous login Reply: 220-IPv6 connections are also welcome on this server. Reply: 220 You will be disconnected after 15 minutes of inactivity. Command: CLNT https://ftptest.net on behalf of 2601:192:4b00:3870:a5d3:e542:20eb:e63c Reply: 530 You aren't logged in Command: AUTH TLS Reply: 234 AUTH TLS OK. Status: Performing TLS handshake... Status: TLS handshake successful, verifying certificate... Status: Received 3 certificates from server. Status: cert[0]: subject='CN=ip-107-180-93-185.ip.secureserver.net' issuer='C=US,ST=TX,L=Houston,O=cPanel\5c, Inc.,CN=cPanel\5c, Inc. Certification Authority' Status: cert[1]: subject='C=US,ST=TX,L=Houston,O=cPanel\5c, Inc.,CN=cPanel\5c, Inc. Certification Authority' issuer='C=GB,ST=Greater Manchester,L=Salford,O=COMODO CA Limited,CN=COMODO RSA Certification Authority' Status: cert[2]: subject='C=GB,ST=Greater Manchester,L=Salford,O=COMODO CA Limited,CN=COMODO RSA Certification Authority' issuer='C=SE,O=AddTrust AB,OU=AddTrust External TTP Network,CN=AddTrust External CA Root' Command: USER nehoiden Reply: 331 User nehoiden OK. Password required Command: PASS *********** Reply: 230 OK. Current restricted directory is / Command: SYST Reply: 215 UNIX Type: L8 Command: FEAT Reply: 211-Extensions supported: Reply: EPRT Reply: IDLE Reply: MDTM Reply: SIZE Reply: MFMT Reply: REST STREAM Reply: MLST type*;size*;sizd*;modify*;UNIX.mode*;UNIX.uid*;UNIX.gid*;unique*; Reply: MLSD Reply: AUTH TLS Reply: PBSZ Reply: PROT Reply: UTF8 Reply: TVFS Reply: ESTA Reply: PASV Reply: EPSV Error: Carriage return without line feed received Running the same test on an FTP account on my current CentOS6 server, I do not receive this error. Instead, the test completes successfully as follows: Reply: EPSV Reply: SPSV Reply: ESTP Reply: 211 End. Command: PBSZ 0 Reply: 200 PBSZ=0 Command: PROT P Reply: 200 Data protection level set to "private" Command: PWD Reply: 257 "/" is your current location Status: Current path is / Command: TYPE I Reply: 200 TYPE is now 8-bit binary Command: PASV Reply: 227 Entering Passive Mode (192,169,236,229,254,14) Command: MLSD Status: Data connection established, performing TLS handshake... Reply: 150 Accepted data connection Status: TLS handshake successful, verifying certificate... Status: Received 1 certificates from server. (Continues with the directory listing) Thanks for any advice or help you can provide! {{CloseHidden}} dr55lbzy2bo0qvnmeoy2ohubl0zblfc 18 17 2024-05-24T02:58:18Z Michael 1 1 revision imported 17 wikitext text/x-wiki {{hct|2020-01-20}} - Having problems accessing domains on new server using Filezilla {{hct|Solved 2020-02-01}} *{{hct|2020-02-01}} - Set PureFTP configuration option '''Broken Clients Compatibility''' to '''Yes''' :*Problem apparently solved. {{OpenHidden|Post to FileZilla PRO forum describing fix}} I find this very puzzling. Both these VDS servers are running the same version of cPanel and are using identically configured PureFTP servers. I can FTP to the new (CentOS 7) server using command line access from an SSH terminal and through a browser. The cPanel forum response was that they prefer clients other than FileZilla. The response here is that the cPanel PureFTP server is broken. I checked the configuration options on cPanel for the PureFTP server and found one called Broken Clients Compatibility. It's described as "Ignore parts of the FTP protocol standards to improve compatibility with some buggy FTP clients and firewalls." (I'm not using a Firewall.) That option is off on my CentOS 6 server (where FileZilla PRO has no problems). Nothing else has worked, so I tried turning that on in the CentOS 7 server. Problem apparently solved. FileZilla PRO can now connect to the CentOS 7 server. Not sure what this is all about, or whether the cPanel PureFTP server or FileZilla is "broken". I'm happy just to be able to connect to my server and leave this behind in case anyone else runs into this strange problem. {{CloseHidden}} *{{hct|2020-01-22}} - Filezilla PRO support says that the reported error ("Carriage Return without LineFeed received") indicates that "Your server sends a malformed FEAT reply in violation of the FTP specifications. This isn't a configuration issue, this requires fixing the server software itself." :*Opened [https://forums.cpanel.net/threads/problem-completing-connection-to-ftp-server-from-filezilla-malformed-feat-reply.666301/ this item] on the cPanel discussion forums. *{{hct|2020-01-20}} - Opened [https://customerforum.filezilla-project.org/viewtopic.php?f=3&t=371 help request] FileZilla Pro customer support forum. :*Problem accessing domains using FileZilla PRO :*[https://docs.cpanel.net/knowledge-base/ftp/how-to-enable-ftp-passive-mode/#overview cPanel resource for passive mode setup] - Passive mode does not appear to be the problem. {{OpenHidden|Details}} I've been using FileZilla Pro for a long time to connect to a VPS running CentOS6. I just provisioned a new CentOS7 VPS and am now having problems connecting to it using FileZilla PRO 3.46.3 . The message log displays the following: Status: Connecting to 107.180.93.185:21... Status: Connection established, waiting for welcome message... Status: Initializing TLS... Status: Verifying certificate... Status: TLS connection established. Status: Logged in Status: Retrieving directory listing of "/public_html"... Command: CWD /public_html Response: 250 OK. Current directory is /public_html Command: TYPE I Response: 200 TYPE is now 8-bit binary Command: PASV Response: 227 Entering Passive Mode (64,202,160,248,211,75) Command: MLSD Error: Connection timed out after 20 seconds of inactivity Error: Failed to retrieve directory listing The message log seems to indicate that the connection is being made and the directory on the server is selected. But FileZilla never displays the contents of the remote directory, then times out saying that it failed to retrieve the directory listing. I'm using the exact same configuration in FileZilla PRO that I've been using for years for my CentOS 6 server, so perhaps there is something different about the default configuration on the new server (both of which use cPanel). I can use FTP from a Windows workstation to log in to the new server with no problems. I tested the new server at ftptest.net and got the following: Status: Resolving address of nehoiden.net Status: Connecting to 107.180.93.185 Warning: The entered address does not resolve to an IPv6 address. Status: Connected, waiting for welcome message... Reply: 220---------- Welcome to Pure-FTPd [privsep] [TLS] ---------- Reply: 220-You are user number 7 of 50 allowed. Reply: 220-Local time is now 10:34. Server port: 21. Reply: 220-This is a private system - No anonymous login Reply: 220-IPv6 connections are also welcome on this server. Reply: 220 You will be disconnected after 15 minutes of inactivity. Command: CLNT https://ftptest.net on behalf of 2601:192:4b00:3870:a5d3:e542:20eb:e63c Reply: 530 You aren't logged in Command: AUTH TLS Reply: 234 AUTH TLS OK. Status: Performing TLS handshake... Status: TLS handshake successful, verifying certificate... Status: Received 3 certificates from server. Status: cert[0]: subject='CN=ip-107-180-93-185.ip.secureserver.net' issuer='C=US,ST=TX,L=Houston,O=cPanel\5c, Inc.,CN=cPanel\5c, Inc. Certification Authority' Status: cert[1]: subject='C=US,ST=TX,L=Houston,O=cPanel\5c, Inc.,CN=cPanel\5c, Inc. Certification Authority' issuer='C=GB,ST=Greater Manchester,L=Salford,O=COMODO CA Limited,CN=COMODO RSA Certification Authority' Status: cert[2]: subject='C=GB,ST=Greater Manchester,L=Salford,O=COMODO CA Limited,CN=COMODO RSA Certification Authority' issuer='C=SE,O=AddTrust AB,OU=AddTrust External TTP Network,CN=AddTrust External CA Root' Command: USER nehoiden Reply: 331 User nehoiden OK. Password required Command: PASS *********** Reply: 230 OK. Current restricted directory is / Command: SYST Reply: 215 UNIX Type: L8 Command: FEAT Reply: 211-Extensions supported: Reply: EPRT Reply: IDLE Reply: MDTM Reply: SIZE Reply: MFMT Reply: REST STREAM Reply: MLST type*;size*;sizd*;modify*;UNIX.mode*;UNIX.uid*;UNIX.gid*;unique*; Reply: MLSD Reply: AUTH TLS Reply: PBSZ Reply: PROT Reply: UTF8 Reply: TVFS Reply: ESTA Reply: PASV Reply: EPSV Error: Carriage return without line feed received Running the same test on an FTP account on my current CentOS6 server, I do not receive this error. Instead, the test completes successfully as follows: Reply: EPSV Reply: SPSV Reply: ESTP Reply: 211 End. Command: PBSZ 0 Reply: 200 PBSZ=0 Command: PROT P Reply: 200 Data protection level set to "private" Command: PWD Reply: 257 "/" is your current location Status: Current path is / Command: TYPE I Reply: 200 TYPE is now 8-bit binary Command: PASV Reply: 227 Entering Passive Mode (192,169,236,229,254,14) Command: MLSD Status: Data connection established, performing TLS handshake... Reply: 150 Accepted data connection Status: TLS handshake successful, verifying certificate... Status: Received 1 certificates from server. (Continues with the directory listing) Thanks for any advice or help you can provide! {{CloseHidden}} dr55lbzy2bo0qvnmeoy2ohubl0zblfc 0 10 19 2020-02-04T15:22:20Z Greis>Michael 0 Created page with "== Mailman bug == {{hct|2020-02-04}} - Error message received when logging in to Mailman control panel for a list *Bug in Mailman version 2.1.29 - We're sorry, we hit a bug!" 19 wikitext text/x-wiki == Mailman bug == {{hct|2020-02-04}} - Error message received when logging in to Mailman control panel for a list *Bug in Mailman version 2.1.29 - We're sorry, we hit a bug! sbyvwks9ohfeid8apihf5ijrbmdaa71 20 19 2024-05-24T02:58:18Z Michael 1 1 revision imported 19 wikitext text/x-wiki == Mailman bug == {{hct|2020-02-04}} - Error message received when logging in to Mailman control panel for a list *Bug in Mailman version 2.1.29 - We're sorry, we hit a bug! sbyvwks9ohfeid8apihf5ijrbmdaa71 0 11 21 2020-02-07T03:34:42Z Greis>Michael 0 /* Upgrade */ 21 wikitext text/x-wiki Documentation and log for Mediawiki migration/install '''Troubleshooting MW issues''' - Add to first line of '''LocalSettings.php''': error_reporting( -1 ); ini_set( 'display_errors', 1 ); == Process Options == === New Install - Installatron === {{hct|2020-02-04}} - Has not produced good results. :*Fell back to installing 1.33 from tarball archive ==== Process ==== *Install MW 1.34 using cPanel Installatron *Install Extensions *Backup data from existing wiki :*[https://www.mediawiki.org/wiki/Help:Export MW Export help] :*Also check out [https://www.mediawiki.org/wiki/Manual:Pywikibot Pywikibot] - Python scripts to automate work on Mediawiki sites *Install on new wiki *Upgrade data *[https://www.mediawiki.org/wiki/Manual:Update.php Update Mediawiki] ==== Results ==== {{hct|2020-01-20}} - Reinstalled MW 1.34 (several times) *Installing and configuring non-SMW and non Composer extensions first {{hct|2020-01-19}} - Installed MW 1.34 on new server - account nehoiden, directory wiki *Initially worked; failed when installed SMW ([[#Semantic MediaWiki|see below]]) :*Composer problem - updating composer.lock file removes needed MW libraries === Standard install from tarball archive === ==== Process ==== *Get MW tar.gz file *Do new clean install *Install extensions following instructions *Re-load data from existing wiki :*Export/Import :*Repoint MW to copy of existing MW db, run '''maintenance/update.php''' script :*Should work? *Extract ZIP file to Extensions directory tar -xzf SubPageList3-REL1_34-3f1045e.tar.gz -C /var/www/mediawiki/extensions *Register extension in {{mmb|LocalSettings.php}} :*Extension documentation should have instructions ==== Results ==== *Installed 1.33 with extensions on '''nehoiden.net''' :*Turned on Interwiki during install - causes problems with importing pages from other wikis === Upgrade === {{hct|2020-02-06 - Upgrade complete and operational!}} *See {{mm|c:\Documents\Reference\Hosting\Wiki upgrade log 2020-02-06.txt}} and related files for more detail *Updated wiki is in {{mmb|/wiki133}} directory :*Swap/move to /wiki at some point Followed procedure in SMW install (as in the 2016 thread!) *Update composer.local.json (SMW 3.1) *composer update --no-dev *maintenance/update.php *rebuildData.php -v -d 50 :*must have SMW enabled to run SMW maintenance scripts *Updated LocalSettings.php *rebuildData.php -v -d 50 :*must re-run update.php *maintenance/update.php *rebuildData.php -v -d 50 {{hct|2020-02-04}} - Have moved existing MW to CentOS 7 server *Generally seems to work :*Throws PHP warnings (not visible unless error reporting turned on) ==== Process ==== *Make copies of existing MW directory and SQL db *Use standard MW upgrade procedure :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] on Mediawiki site :*[[Infrastructure/Wiki/Managing#Upgrade|Upgrade info]] on this site *Fallback to previous version if have problems :*'''mv''' MW directory and repoint db in {{mm|LocalSettings.php}} *Moving a wiki :See [https://www.mediawiki.org/wiki/Manual:Moving_a_wiki this page] about moving a wiki :*May be better option than upgrading due to higher software requirements (PHP, etc.) == Server-based packages == === Composer === Composer install - Using [https://www.mediawiki.org/wiki/Composer Composer on Mediawiki] {{hct|2020-02-06}} - Composer issues resolved with successful upgrade to 1.33. *Fix Composer in wiki directory to properly pick up all dependencies *Posted question to Mediawiki help desk :*{{hct|2020-01-23}} - Exchange indicating that MW not enthusiastic about extension authors (like SMW) requiring Composer to install their extensions. ::*Search for "mgreis" when opening the support desk to find the conversation. :*[https://www.mediawiki.org/wiki/Project:Support_desk Mediawiki Project:Support Desk] {{OpenHidden|Post text}} I'm looking for some help with Composer on a new (clean) install of Mediawiki and SMW. As background, I've been using SMW for 5+ years. Like many - I suspect - my use of Composer is pretty much limited to what's needed to install and maintain SMW. My installation is at MW 1.28 and SMW 3.0.1. There was a pretty significant problem with MW 1.30+, PHP 7 and Sphinx Search, so I haven't been able to consider upgrading in some time. At this point, the challenges of going from MW 1.28 -> 1.34 and PHP 5.6 to PHP 7.2 have made upgrading my current wiki a dubious proposition. Instead, I am creating a new MW 1.34 wiki on a new server, installing my extensions and planning to export my pages from the current wiki and import them into the new wiki. That's the plan, anyway.... When I install MW 1.34 (on a cPanel-based server, so cPanel does the installation), there is no composer.json file in the root directory of the wiki. I can't put SMW in a composer.local.json file and have it recognized. I can create a minimal composer.json with one or two extensions. However, when the update script is later run and I'm prompted to run composer to create a lock file, a whole bunch of libraries required by MW are removed. It took me the better part of a day to realize what was happening (since the first symptom was a HTTP 500 error). My research uncovered some of the syntax required in composer.json to look for the composer.local.json file and to look for other composer.json files in the MW directory structure, but it's not clear what I need to have in composer.json to ensure that everything MW needs to run is accounted for along with SMW. I looked back at my current MW 1.28 implementation, and the composer.json file has a lot of statements that were clearly provided by MW, along with my additions for SMW. Somewhere between my first implementation and this, that seems to have changed. I've been trying to forensically recreate a composer.json that would at least not blow away my MW but that is proving difficult and doesn't make a lot of sense to me. Why should I re-create a file that MW absolutely must have to operate once composer is used? I may be missing something, but I'm at a loss to understand what. Any help would be appreciated! {{CloseHidden}} *Posted question to semediawiki-user listserv :*{{hct|2020-01-23}} - Helpful reply from Jeroen De Dauw, MW expert & author of SubPageList ::*See exchange and my reply on the listserv or in TB {{mmb|Technology\Hosting}} folder :*[https://sourceforge.net/p/semediawiki/mailman/ semediawiki listserv page] {{OpenHidden|Post text}} I'm looking for some help with Composer on a new (clean) install of Mediawiki and SMW. As background, I've been using SMW for 5+ years. Like many - I suspect - my use of Composer is pretty much limited to what's needed to install and maintain SMW. My installation is at MW 1.28 and SMW 3.0.1. There was a pretty significant problem with MW 1.30+, PHP 7 and Sphinx Search, so I haven't been able to consider upgrading in some time. At this point, the challenges of going from MW 1.28 -> 1.34 and PHP 5.6 to PHP 7.2 have made upgrading my current wiki a dubious proposition. Instead, I am creating a new MW 1.34 wiki on a new server, installing my extensions and planning to export my pages from the current wiki and import them into the new wiki. That's the plan, anyway.... When I install MW 1.34 (on a cPanel-based server, so cPanel does the installation), there is no composer.json file in the root directory of the wiki. I can't put SMW in a composer.local.json file and have it recognized. I can create a minimal composer.json with one or two extensions. However, when the update script is later run and I'm prompted to run composer to create a lock file, a whole bunch of libraries required by MW are removed. It took me the better part of a day to realize what was happening (since the first symptom was a HTTP 500 error). My research uncovered some of the syntax required in composer.json to look for the composer.local.json file and to look for other composer.json files in the MW directory structure, but it's not clear what I need to have in composer.json to ensure that everything MW needs to run is accounted for along with SMW. I looked back at my current MW 1.28 implementation, and the composer.json file has a lot of statements that were clearly provided by MW, along with my additions for SMW. Somewhere between my first implementation and this, that seems to have changed. Can anyone provide help, guidance or pointers? Thanks so much! {{CloseHidden}} *Resources :*[https://www.semantic-mediawiki.org/wiki/Help:Using_Composer/Add_packages SMW article] on composer.json and composer.local.json :*[https://fossies.org/ Fossies.org] - Open Source software archive ::*Found composer.json file for MW 1.34 by seaching for "Mediawiki" from main page === Sphinx === {{hct|2020-02-04}} - Have temporarily disabled SphinxSearch on Mediawiki *MW SphnixSearch documentation recommends Sphinx 2.x; current Sphinx is 3.x *SphinxSearch errors in MW 1.34 {{hct|2020-02-04}} - Hold off on installing and using Sphinx *See if existing search is acceptable - SMW and MW organization may make SphinxSearch less needed *Evaluate whether SphinxSearch on MW is legacy or viable/preferred going forward == Extensions == *[http://michaelgreis.org/wiki/index.php/Special:Version Installed] on current MW: *[https://www.mediawiki.org/wiki/Extension:CategoryTree CategoryTree] - included in MW 1.34; activated in LocalSettings.php *[https://www.mediawiki.org/wiki/Extension:Cite Cite] - included in MW 1.34; activated in LocalSettings.php *[https://www.mediawiki.org/wiki/Extension:External_Data ExternalData] - Manual Install *[https://www.mediawiki.org/wiki/Extension:ImageMap ImageMap] - included in MW 1.34; activated in LocalSettings.php :*[https://imagemagick.org/script/download.php '''ImageMagick'''] also required - already installed *[https://www.mediawiki.org/wiki/Extension:InputBox InputBox] - Included. Activated in LocalSettings.php *[https://www.mediawiki.org/wiki/Extension:Math Math] - Manual Install. *[https://www.mediawiki.org/wiki/Extension:ParserFunctions ParserFunctions] *[https://www.mediawiki.org/wiki/Extension:SubPageList SubPageList] - Installed with Composer & activated :*[https://github.com/JeroenDeDauw/SubPageList/blob/master/doc/INSTALL.md GIT page for SubPageList] - installation and customization instructions *[https://www.mediawiki.org/wiki/Extension:ParserHooks ParserHooks] - Installed by another Extension *[https://www.mediawiki.org/wiki/Extension:SphinxSearch SphinxSearch] - Use Composer *[https://www.mediawiki.org/wiki/Extension:SemanticMediaWiki Semantic MediaWiki] - Composer :*[https://www.semantic-mediawiki.org/wiki/Help:Installation/Quick_guide Install SMW Quick Guide] *[https://www.mediawiki.org/wiki/Extension:WikiEditor WikiEditor] - included in MW 1.34; activated in LocalSettings.php === Semantic MediaWiki === *[https://www.semantic-mediawiki.org/wiki/Help:Installation/Quick_guide Install SMW Quick Guide] *{{hct|2020-01-20}} - Reinstalled MW. Will install other extensions and do further testing before trying to install SMW again. Requested help from semediawiki-user listserv (see [[#Extensions|Extensions]], above. *{{hct|2020-01-20}} - Subscribed to [https://sourceforge.net/p/semediawiki/mailman/ SMW mailing list] on SourceForge. Subscription confirmed. {{hct|2020-01-19}} - Installed SMW 3.1 using Composer *Throws errors in MW (500 from Apache): Fatal error: Uncaught Error: Class 'Wikimedia\AtEase\AtEase' not found in /home/nehoiden/public_html/wiki/includes/registration/ExtensionRegistry.php:130 Stack trace: #0 /home/nehoiden/public_html/wiki/includes/GlobalFunctions.php(89): ExtensionRegistry->queue('/home/nehoiden/...') #1 /home/nehoiden/public_html/wiki/LocalSettings.php(126): wfLoadSkin('MonoBook') #2 /home/nehoiden/public_html/wiki/includes/Setup.php(124): require_once('/home/nehoiden/...') #3 /home/nehoiden/public_html/wiki/includes/WebStart.php(81): require_once('/home/nehoiden/...') #4 /home/nehoiden/public_html/wiki/index.php(41): require('/home/nehoiden/...') #5 {main} thrown in /home/nehoiden/public_html/wiki/includes/registration/ExtensionRegistry.php on line 130 *[https://www.semantic-mediawiki.org/wiki/Help:Deinstallation Uninstalling SMW] - Uninstall also produced errors *Errors were due to Composer removing required MW libraries. hobroatv172wukeufk0vq7fqiimcl08 22 21 2024-05-24T02:58:18Z Michael 1 1 revision imported 21 wikitext text/x-wiki Documentation and log for Mediawiki migration/install '''Troubleshooting MW issues''' - Add to first line of '''LocalSettings.php''': error_reporting( -1 ); ini_set( 'display_errors', 1 ); == Process Options == === New Install - Installatron === {{hct|2020-02-04}} - Has not produced good results. :*Fell back to installing 1.33 from tarball archive ==== Process ==== *Install MW 1.34 using cPanel Installatron *Install Extensions *Backup data from existing wiki :*[https://www.mediawiki.org/wiki/Help:Export MW Export help] :*Also check out [https://www.mediawiki.org/wiki/Manual:Pywikibot Pywikibot] - Python scripts to automate work on Mediawiki sites *Install on new wiki *Upgrade data *[https://www.mediawiki.org/wiki/Manual:Update.php Update Mediawiki] ==== Results ==== {{hct|2020-01-20}} - Reinstalled MW 1.34 (several times) *Installing and configuring non-SMW and non Composer extensions first {{hct|2020-01-19}} - Installed MW 1.34 on new server - account nehoiden, directory wiki *Initially worked; failed when installed SMW ([[#Semantic MediaWiki|see below]]) :*Composer problem - updating composer.lock file removes needed MW libraries === Standard install from tarball archive === ==== Process ==== *Get MW tar.gz file *Do new clean install *Install extensions following instructions *Re-load data from existing wiki :*Export/Import :*Repoint MW to copy of existing MW db, run '''maintenance/update.php''' script :*Should work? *Extract ZIP file to Extensions directory tar -xzf SubPageList3-REL1_34-3f1045e.tar.gz -C /var/www/mediawiki/extensions *Register extension in {{mmb|LocalSettings.php}} :*Extension documentation should have instructions ==== Results ==== *Installed 1.33 with extensions on '''nehoiden.net''' :*Turned on Interwiki during install - causes problems with importing pages from other wikis === Upgrade === {{hct|2020-02-06 - Upgrade complete and operational!}} *See {{mm|c:\Documents\Reference\Hosting\Wiki upgrade log 2020-02-06.txt}} and related files for more detail *Updated wiki is in {{mmb|/wiki133}} directory :*Swap/move to /wiki at some point Followed procedure in SMW install (as in the 2016 thread!) *Update composer.local.json (SMW 3.1) *composer update --no-dev *maintenance/update.php *rebuildData.php -v -d 50 :*must have SMW enabled to run SMW maintenance scripts *Updated LocalSettings.php *rebuildData.php -v -d 50 :*must re-run update.php *maintenance/update.php *rebuildData.php -v -d 50 {{hct|2020-02-04}} - Have moved existing MW to CentOS 7 server *Generally seems to work :*Throws PHP warnings (not visible unless error reporting turned on) ==== Process ==== *Make copies of existing MW directory and SQL db *Use standard MW upgrade procedure :*[https://www.mediawiki.org/wiki/Manual:Upgrading Upgrading Mediawiki] on Mediawiki site :*[[Infrastructure/Wiki/Managing#Upgrade|Upgrade info]] on this site *Fallback to previous version if have problems :*'''mv''' MW directory and repoint db in {{mm|LocalSettings.php}} *Moving a wiki :See [https://www.mediawiki.org/wiki/Manual:Moving_a_wiki this page] about moving a wiki :*May be better option than upgrading due to higher software requirements (PHP, etc.) == Server-based packages == === Composer === Composer install - Using [https://www.mediawiki.org/wiki/Composer Composer on Mediawiki] {{hct|2020-02-06}} - Composer issues resolved with successful upgrade to 1.33. *Fix Composer in wiki directory to properly pick up all dependencies *Posted question to Mediawiki help desk :*{{hct|2020-01-23}} - Exchange indicating that MW not enthusiastic about extension authors (like SMW) requiring Composer to install their extensions. ::*Search for "mgreis" when opening the support desk to find the conversation. :*[https://www.mediawiki.org/wiki/Project:Support_desk Mediawiki Project:Support Desk] {{OpenHidden|Post text}} I'm looking for some help with Composer on a new (clean) install of Mediawiki and SMW. As background, I've been using SMW for 5+ years. Like many - I suspect - my use of Composer is pretty much limited to what's needed to install and maintain SMW. My installation is at MW 1.28 and SMW 3.0.1. There was a pretty significant problem with MW 1.30+, PHP 7 and Sphinx Search, so I haven't been able to consider upgrading in some time. At this point, the challenges of going from MW 1.28 -> 1.34 and PHP 5.6 to PHP 7.2 have made upgrading my current wiki a dubious proposition. Instead, I am creating a new MW 1.34 wiki on a new server, installing my extensions and planning to export my pages from the current wiki and import them into the new wiki. That's the plan, anyway.... When I install MW 1.34 (on a cPanel-based server, so cPanel does the installation), there is no composer.json file in the root directory of the wiki. I can't put SMW in a composer.local.json file and have it recognized. I can create a minimal composer.json with one or two extensions. However, when the update script is later run and I'm prompted to run composer to create a lock file, a whole bunch of libraries required by MW are removed. It took me the better part of a day to realize what was happening (since the first symptom was a HTTP 500 error). My research uncovered some of the syntax required in composer.json to look for the composer.local.json file and to look for other composer.json files in the MW directory structure, but it's not clear what I need to have in composer.json to ensure that everything MW needs to run is accounted for along with SMW. I looked back at my current MW 1.28 implementation, and the composer.json file has a lot of statements that were clearly provided by MW, along with my additions for SMW. Somewhere between my first implementation and this, that seems to have changed. I've been trying to forensically recreate a composer.json that would at least not blow away my MW but that is proving difficult and doesn't make a lot of sense to me. Why should I re-create a file that MW absolutely must have to operate once composer is used? I may be missing something, but I'm at a loss to understand what. Any help would be appreciated! {{CloseHidden}} *Posted question to semediawiki-user listserv :*{{hct|2020-01-23}} - Helpful reply from Jeroen De Dauw, MW expert & author of SubPageList ::*See exchange and my reply on the listserv or in TB {{mmb|Technology\Hosting}} folder :*[https://sourceforge.net/p/semediawiki/mailman/ semediawiki listserv page] {{OpenHidden|Post text}} I'm looking for some help with Composer on a new (clean) install of Mediawiki and SMW. As background, I've been using SMW for 5+ years. Like many - I suspect - my use of Composer is pretty much limited to what's needed to install and maintain SMW. My installation is at MW 1.28 and SMW 3.0.1. There was a pretty significant problem with MW 1.30+, PHP 7 and Sphinx Search, so I haven't been able to consider upgrading in some time. At this point, the challenges of going from MW 1.28 -> 1.34 and PHP 5.6 to PHP 7.2 have made upgrading my current wiki a dubious proposition. Instead, I am creating a new MW 1.34 wiki on a new server, installing my extensions and planning to export my pages from the current wiki and import them into the new wiki. That's the plan, anyway.... When I install MW 1.34 (on a cPanel-based server, so cPanel does the installation), there is no composer.json file in the root directory of the wiki. I can't put SMW in a composer.local.json file and have it recognized. I can create a minimal composer.json with one or two extensions. However, when the update script is later run and I'm prompted to run composer to create a lock file, a whole bunch of libraries required by MW are removed. It took me the better part of a day to realize what was happening (since the first symptom was a HTTP 500 error). My research uncovered some of the syntax required in composer.json to look for the composer.local.json file and to look for other composer.json files in the MW directory structure, but it's not clear what I need to have in composer.json to ensure that everything MW needs to run is accounted for along with SMW. I looked back at my current MW 1.28 implementation, and the composer.json file has a lot of statements that were clearly provided by MW, along with my additions for SMW. Somewhere between my first implementation and this, that seems to have changed. Can anyone provide help, guidance or pointers? Thanks so much! {{CloseHidden}} *Resources :*[https://www.semantic-mediawiki.org/wiki/Help:Using_Composer/Add_packages SMW article] on composer.json and composer.local.json :*[https://fossies.org/ Fossies.org] - Open Source software archive ::*Found composer.json file for MW 1.34 by seaching for "Mediawiki" from main page === Sphinx === {{hct|2020-02-04}} - Have temporarily disabled SphinxSearch on Mediawiki *MW SphnixSearch documentation recommends Sphinx 2.x; current Sphinx is 3.x *SphinxSearch errors in MW 1.34 {{hct|2020-02-04}} - Hold off on installing and using Sphinx *See if existing search is acceptable - SMW and MW organization may make SphinxSearch less needed *Evaluate whether SphinxSearch on MW is legacy or viable/preferred going forward == Extensions == *[http://michaelgreis.org/wiki/index.php/Special:Version Installed] on current MW: *[https://www.mediawiki.org/wiki/Extension:CategoryTree CategoryTree] - included in MW 1.34; activated in LocalSettings.php *[https://www.mediawiki.org/wiki/Extension:Cite Cite] - included in MW 1.34; activated in LocalSettings.php *[https://www.mediawiki.org/wiki/Extension:External_Data ExternalData] - Manual Install *[https://www.mediawiki.org/wiki/Extension:ImageMap ImageMap] - included in MW 1.34; activated in LocalSettings.php :*[https://imagemagick.org/script/download.php '''ImageMagick'''] also required - already installed *[https://www.mediawiki.org/wiki/Extension:InputBox InputBox] - Included. Activated in LocalSettings.php *[https://www.mediawiki.org/wiki/Extension:Math Math] - Manual Install. *[https://www.mediawiki.org/wiki/Extension:ParserFunctions ParserFunctions] *[https://www.mediawiki.org/wiki/Extension:SubPageList SubPageList] - Installed with Composer & activated :*[https://github.com/JeroenDeDauw/SubPageList/blob/master/doc/INSTALL.md GIT page for SubPageList] - installation and customization instructions *[https://www.mediawiki.org/wiki/Extension:ParserHooks ParserHooks] - Installed by another Extension *[https://www.mediawiki.org/wiki/Extension:SphinxSearch SphinxSearch] - Use Composer *[https://www.mediawiki.org/wiki/Extension:SemanticMediaWiki Semantic MediaWiki] - Composer :*[https://www.semantic-mediawiki.org/wiki/Help:Installation/Quick_guide Install SMW Quick Guide] *[https://www.mediawiki.org/wiki/Extension:WikiEditor WikiEditor] - included in MW 1.34; activated in LocalSettings.php === Semantic MediaWiki === *[https://www.semantic-mediawiki.org/wiki/Help:Installation/Quick_guide Install SMW Quick Guide] *{{hct|2020-01-20}} - Reinstalled MW. Will install other extensions and do further testing before trying to install SMW again. Requested help from semediawiki-user listserv (see [[#Extensions|Extensions]], above. *{{hct|2020-01-20}} - Subscribed to [https://sourceforge.net/p/semediawiki/mailman/ SMW mailing list] on SourceForge. Subscription confirmed. {{hct|2020-01-19}} - Installed SMW 3.1 using Composer *Throws errors in MW (500 from Apache): Fatal error: Uncaught Error: Class 'Wikimedia\AtEase\AtEase' not found in /home/nehoiden/public_html/wiki/includes/registration/ExtensionRegistry.php:130 Stack trace: #0 /home/nehoiden/public_html/wiki/includes/GlobalFunctions.php(89): ExtensionRegistry->queue('/home/nehoiden/...') #1 /home/nehoiden/public_html/wiki/LocalSettings.php(126): wfLoadSkin('MonoBook') #2 /home/nehoiden/public_html/wiki/includes/Setup.php(124): require_once('/home/nehoiden/...') #3 /home/nehoiden/public_html/wiki/includes/WebStart.php(81): require_once('/home/nehoiden/...') #4 /home/nehoiden/public_html/wiki/index.php(41): require('/home/nehoiden/...') #5 {main} thrown in /home/nehoiden/public_html/wiki/includes/registration/ExtensionRegistry.php on line 130 *[https://www.semantic-mediawiki.org/wiki/Help:Deinstallation Uninstalling SMW] - Uninstall also produced errors *Errors were due to Composer removing required MW libraries. hobroatv172wukeufk0vq7fqiimcl08 0 12 23 2020-01-20T18:39:53Z Greis>Michael 0 Created page with "PHP 7.2 is installed on new CentOS 7 server. Testing by moving current domains on CentOS 6 server from PHP 5.6 to PHP 7.2 *If this works, PHP 7.x will only be a concern fo..." 23 wikitext text/x-wiki PHP 7.2 is installed on new CentOS 7 server. Testing by moving current domains on CentOS 6 server from PHP 5.6 to PHP 7.2 *If this works, PHP 7.x will only be a concern for Mediawiki *Moved several {{hct|2020-01-13}} - so far looks OK Also using WP PHP Compatibility Checker plugin to test compatibility of plugins *[https://www.godaddy.com/help/check-php-7-compatibility-of-wordpress-plugins-and-themes-27788 PHP Compatibility Checker plugin] suggested by GoDaddy (and others) *[https://wordpress.org/plugins/php-compatibility-checker/#other_notes Plugin site] Tracking results in {{mm|c:\Documents\Reference\Hosting\VPS Migration}} spreadsheet *Also {{mm|c:\Documents\Reference\Hosting\WordPress Plugins}} spreadsheet (list of all plugins used) == Status - Domain Moves == *{{hct|2020-01-13}} - moved several domains - -so far looks OK :*'''michaelgreis.com''' (Campaign web site) :*'''rivebendadvisors.com''' == Status - Compatibility plug-in == {{hct|2020-01-13}} - Compatibility plugin times out on large plugins. *Suggested workaround is to test in local environment - don't want to do this; too much work to set up *Another option is to change timeout using [https://gist.github.com/octalmage/07f26e0d1f25cea9a8ca92ebc67a3a14 this filter] with the plugin *How to use this filter? :*Just install in plugin directory? :*{{hct|2020-01-13}} - Asked [https://wordpress.org/support/topic/plugin-too-large-to-scan/ question] in plugin support forum *Another option is to use the command line version (CLI) - How? :*Look for "Other Notes" in plugin :*Suggests wp phpcompat 7.2 -scan=active :*See [https://wordpress.org/support/topic/no-cli-support/ this post] - others have CLI issues :*Research how CLI works? i1mqdsob6ufgpig0uigth31z9tx8yl4 24 23 2024-05-24T02:58:18Z Michael 1 1 revision imported 23 wikitext text/x-wiki PHP 7.2 is installed on new CentOS 7 server. Testing by moving current domains on CentOS 6 server from PHP 5.6 to PHP 7.2 *If this works, PHP 7.x will only be a concern for Mediawiki *Moved several {{hct|2020-01-13}} - so far looks OK Also using WP PHP Compatibility Checker plugin to test compatibility of plugins *[https://www.godaddy.com/help/check-php-7-compatibility-of-wordpress-plugins-and-themes-27788 PHP Compatibility Checker plugin] suggested by GoDaddy (and others) *[https://wordpress.org/plugins/php-compatibility-checker/#other_notes Plugin site] Tracking results in {{mm|c:\Documents\Reference\Hosting\VPS Migration}} spreadsheet *Also {{mm|c:\Documents\Reference\Hosting\WordPress Plugins}} spreadsheet (list of all plugins used) == Status - Domain Moves == *{{hct|2020-01-13}} - moved several domains - -so far looks OK :*'''michaelgreis.com''' (Campaign web site) :*'''rivebendadvisors.com''' == Status - Compatibility plug-in == {{hct|2020-01-13}} - Compatibility plugin times out on large plugins. *Suggested workaround is to test in local environment - don't want to do this; too much work to set up *Another option is to change timeout using [https://gist.github.com/octalmage/07f26e0d1f25cea9a8ca92ebc67a3a14 this filter] with the plugin *How to use this filter? :*Just install in plugin directory? :*{{hct|2020-01-13}} - Asked [https://wordpress.org/support/topic/plugin-too-large-to-scan/ question] in plugin support forum *Another option is to use the command line version (CLI) - How? :*Look for "Other Notes" in plugin :*Suggests wp phpcompat 7.2 -scan=active :*See [https://wordpress.org/support/topic/no-cli-support/ this post] - others have CLI issues :*Research how CLI works? i1mqdsob6ufgpig0uigth31z9tx8yl4 0 13 25 2021-11-09T20:29:18Z Greis>Michael 0 25 wikitext text/x-wiki Process and issues for migrating WordPress sites [[topical resource for::WordPress| ]] == Process == Several options: *'''Move existing domain & WP site to new server''' :*Process: ::*Temporarily switch nameservers to make domain live on new server ::*Do upgrade :*Outcomes: ::*If insurmountable problems occur, fall back to domain on old server (switch nameservers) ::*If upgrade works, migration is complete :*Considerations: ::*Advantages: :::*If successful, upgrade & migration accomplished in one step :::*Switching back allows extended test/debug period, though must be done live ::*Disadvantages: :::*Switching nameserver and potential impacts to users *'''Upgrade WP site on current server''' :*Process: ::*Back up WP site with Updraft Plus ::*Upgrade site :*Outcomes: ::*If insurmountable problems occur, restore backup ::*If upgrade works, can then migrate site as is to new server and make it live :*Considerations: ::*Advantages: Familiar process ::*Disadvantages: :::*Little experience restoring from a UpdraftPlus backup :::*Must complete work in one session *'''Use UpdraftClone to create a cloned site on Updraft servers''' :*Process: ::*Clone the site using UpdraftClone ::*Upgrade cloned site :*Outcomes: ::*If insurmountable problems occur, abandon clone ::*If upgrade works, can either: :::*Migrate clone to live site :::*Reproduce upgrade on live site :*Considerations: ::*Advantages: :::*No disruption to live site :::*Clone allows live extended test/debug period ::*Disadvantages: :::*Additional work to migrate back or reproduce upgrade :*[https://easyupdatesmanager.com/how-to-create-a-staging-site-clone-for-wordpress-with-updraftclone/ Working with the cloned staging site] :*[https://updraftplus.com/faq-category/updraftclone/ UpdraftClone FAQs] == Theme Issues == *ThemeGrill account confusion/issues: :*Two licenses listed :*One activation listed, but not recognized on Green Needham site :*How to identify activated sites on a license? :*{{action|Submit question to ThemeGrill support|wa=ToDo|ad=2020-01-30|wp=Infrastructure/Virtual Hosting/Migration}} sme9kem9cc43ybcoxzctxe39o5aqbg8 26 25 2024-05-24T02:58:18Z Michael 1 1 revision imported 25 wikitext text/x-wiki Process and issues for migrating WordPress sites [[topical resource for::WordPress| ]] == Process == Several options: *'''Move existing domain & WP site to new server''' :*Process: ::*Temporarily switch nameservers to make domain live on new server ::*Do upgrade :*Outcomes: ::*If insurmountable problems occur, fall back to domain on old server (switch nameservers) ::*If upgrade works, migration is complete :*Considerations: ::*Advantages: :::*If successful, upgrade & migration accomplished in one step :::*Switching back allows extended test/debug period, though must be done live ::*Disadvantages: :::*Switching nameserver and potential impacts to users *'''Upgrade WP site on current server''' :*Process: ::*Back up WP site with Updraft Plus ::*Upgrade site :*Outcomes: ::*If insurmountable problems occur, restore backup ::*If upgrade works, can then migrate site as is to new server and make it live :*Considerations: ::*Advantages: Familiar process ::*Disadvantages: :::*Little experience restoring from a UpdraftPlus backup :::*Must complete work in one session *'''Use UpdraftClone to create a cloned site on Updraft servers''' :*Process: ::*Clone the site using UpdraftClone ::*Upgrade cloned site :*Outcomes: ::*If insurmountable problems occur, abandon clone ::*If upgrade works, can either: :::*Migrate clone to live site :::*Reproduce upgrade on live site :*Considerations: ::*Advantages: :::*No disruption to live site :::*Clone allows live extended test/debug period ::*Disadvantages: :::*Additional work to migrate back or reproduce upgrade :*[https://easyupdatesmanager.com/how-to-create-a-staging-site-clone-for-wordpress-with-updraftclone/ Working with the cloned staging site] :*[https://updraftplus.com/faq-category/updraftclone/ UpdraftClone FAQs] == Theme Issues == *ThemeGrill account confusion/issues: :*Two licenses listed :*One activation listed, but not recognized on Green Needham site :*How to identify activated sites on a license? :*{{action|Submit question to ThemeGrill support|wa=ToDo|ad=2020-01-30|wp=Infrastructure/Virtual Hosting/Migration}} sme9kem9cc43ybcoxzctxe39o5aqbg8 0 14 27 2022-06-13T20:16:51Z Greis>Michael 0 27 wikitext text/x-wiki <div class="toclimit-3">{{TOC|align=right}}</div> See [[Infrastructure/Virtual Hosting/cPanel|cPanel]] page for information about cPanel & WHM. == 2022 == === 2022-06-13 - cPanel notification: The system has detected an unusually large amount of outbound email === *After previous incidents, e-mail limits were set and cPanel notifications set for large amount of outbound e-mail in a short time period *As a result, this notification was received, and outbound e-mails were held It is possible that the following email address has been sending spam from your server: :*'''smtpfox-h146i@greathallperformance.org''' The system detected that this email account sent messages to a large number of distinct recipients in an hour. ==== Troubleshooting and resolution ==== *Checked Mail Queue - WHM: e-maili-> [https://ip-107-180-93-185.ip.secureserver.net:2087/cpsess7841267412/scripts11/fetch_mail_queue Mail Queue Manager] :*Deleted all held e-mails from bogus ID *Checked Mail Relayers WHM: e-mail -> [https://ip-107-180-93-185.ip.secureserver.net:2087/cpsess7841267412/scripts11/emailstats_relay_summary View Relayers] *Checked domain e-mail users and removed bogus IDs - cPanel '''List e-mail accounts''' Question: '''How did bogus e-mail IDs get added and when?''' *greathall ID password is more secure than any of the others *Was not changed by someone else, so was it compromised? '''Continue to monitor e-mail IDs on greathallperformance.org. If new bogus IDs appear, change the site password''' == 2021 == === 2021-06-02 - Odd cron notification received === *e-mail received with cron notification (See Hosting folder) Constant subroutine unbound_version redefined at /usr/local/cpanel/bin/autossl_check line 4294967295. ==== Troubleshooting & Resolution ==== *See [https://forums.cpanel.net/threads/cpanel-37063-constant-subroutine-unbound_version-redefined-at-autossl_check.690557/ this cPanel forum item] :*Problem appears to be in recent cPanel update - ticket opened :*No action required at this point === 2021-06-02 - High Server usage warning === *Received warning of high server usage from GoDaddy\ :*Received similar warning when domain was compromised 2021-05-12 and large numbers of sp*m e-mails were sent :*Information provided in e-mail (see Hosting folder) :::Your server usage is very high. :::Your server usage is currently very high. Your CPU usage is currently at 95%. Please, sign in to fix this problem. ::: :::Here are the details: :::Server name: Nehoiden :::IP address: 107.180.93.185 :::Start time: June 02, 2021 12:29 PM GMT *Received notice ~15 minutes later that server usage no longer high ==== Troubleshooting and resolution ==== *Immediately checked relayers (per 2021-05-12 troubleshooting) :*No large backlog of mail to be relayed :*No domain had a large number of e-mails relayed in the last two days *Also checked public_html directories of all domain users (per 2021-05-12 troubleshooting) :*No issues *Used <mmb>sar</mmb> comment to check CPU, I/O, etc (system activity report; by default reports current day) sar -q :*sar can also look at the log files - usually two weeks of activity is available :*Did find some indications of high usage during indicated period. :*No conclusions drawn. Do further research to find out if can get more information about users, processes === 2021-05-12 - michaelgreis.org domain compromised === While following up on the [[#2021-05-12 Spammer sends spam e-mail from a domain|spammer sending e-mail breach]], discovered that the hacker had also breached the michaelgreis.org domain. :'''Status''':{{hc|Fixed}} :'''Severity''':{{hc|High}} ==== Problem Synopsis ==== When logging in to the michaelgreis.org ID on the server using SSH, discovered that the domain password did not work. Changed it immediately on WHM. Once I logged in, I discovered that all the file permissions had been changed and several directories (clearly containing malware) had been added. ==== Troubleshooting and Resolution ==== Immediately changed the domain password on WHM *If domain PW had been compromised, how? :*Different PW than the mjg@michaelgreis.org e-mail PW :*Was the hacker able to get access and change it without knowing what it was? All the directories and files had been changed to 555 (r-xr-xr-x). *Directories should generally be 755 *Files should be 644 Found [https://superuser.com/questions/1325221/linux-how-to-recursively-chmod-a-folder this item] describing how to recursively change file permissions by file type (directory, regular file). *This generally works for PHP-based sites, including WordPress and Mediawiki directories From the current directory, these commands will change all directories to 755 and all regular files to 644 find . -type d -exec chmod 755 {} \; find . -type f -exec chmod 644 {} \; Generalized version of syntax: find /path/to/directory -type d -exec chmod 755 () \; === 2021-05-12 - Spammer sends spam e-mail from a domain === A spammer got access to an e-mail account and began sending a large volume of spam from the ID/domain. The mail relay server reaches its maximum daily limit and shuts down all outbound e-mails from the virtual server (all domains). :'''Status''':{{hc|Workaround in place}} :'''Severity''':{{hc|High}} See [[#2017-07 Malware sends spam e-mail from a domain|this 2017 issue]] for a previous occurrence. :*In that instance, it appeared to be (and may have been) malware that was somehow planted on the system. :*Some menus/instructions in WHM have changed ==== Problem Synopsis ==== *Received e-mail saying that server was experiencing very high usage (5/12 ~11:00pm, then again 5/13 ~7:30 am) :*That resolved itself, probably only because the daily relay limit was reached *Outgoing mail was rejected SMTP error from remote mail server after initial connection: 554 a2nlsmtp01-01.prod.iad2.secureserver.net : HOSTING RELAY : h2w5lDBCzlgtc : DED : You've reached your daily relay quota - 107.180.93.185 *Received notification that Thunderbird couldn't sign on to mjg@michaelgreis.org - incorrect password ==== Troubleshooting and Resolution ==== <u>View relayers in WHM</u> {{hct|ff=monospace|color=#222222|Home -> e-mail -> Relayers }} *Identified offending domain - michaelgreis.org *Password for mjg@michaelgreis.org was g8rdsx, which had been reported in Chrome as compromised by a yahoo.com security breach :*Chrome suggested changing remaining instances of that as a site password :*Had changed some, not all. Had not changed several e-mail IDs that used that password *Immediately changed password for mjg@michaelgreis.org :*Also changed password on all other low-use e-mail IDs that used it <u>View mail queue in WHM</u> {{hct|ff=monospace|e-mail -> mail queue manager}} *Deleted spam and other bad e-mail messages still in queue :*Don't want them going out when the relay limit resets - that will cause another relay shutdown *There were 43,000 e-mails from mjg@michaelgreis.org queued - deleted them all ==== Notes ==== Set limits and notifications on e-mails from a domain in WHM - '''Server Configuration -> Tweak Settings''' === 2021-04-12 - Outbound mail blocked by GoDaddy === 2021-04-09 - GoDaddy blocked all outbound mail from the servers because spam was detected from the system. *Unlike other instances when large numbers of messages were sent and the relay limit was reached, this shutdown occurred when GoDaddy detected spam coming from the server. 2021-04-12 - Several calls with GoDaddy server support. *Finally got enough information to locate the source of the problem. ::*Multiple e-mails from Russia like info@s13.move-hosting.ru :*Had to push hard at two levels of server support. :*The info@ e-mail for New Year's Needham has been hacked. It's been sending sp*m for a russian hosting IP for the at least the last week. ::*Used '''Mail Delivery''' on cPanel for each domain to review mail records ::*Also {{mmb|/var/log/maillog}} records for system-wide mailserver :*Suspended all NYN e-mail accounts *Have to wait 24-hours to remove mail block. Only removed if no further spam detected 2021-04-13 - Dave at support - server now unblocked *Have not seen any more spam. == 2020 == === 2020-06-16 - Partial DNS Resolver Failure === Began receiving daily e-mails ~2020-06-11 (filed in {{mm|C:\Documents\Technology\Hosting}}) *cPanel & WHM update failure in upcp script *⚠ Partial DNS resolver failure According to [https://forums.cpanel.net/threads/cpanel-whm-update-failure-in-upcp-script.667353/ this item] in cPanel forums, the problem is a bad address or invalid DNS resolver *Use the '''Resolver Configuration''' wizard on WHM to configure or re-configure the resolvers :*The command line script {{mm|/scripts/check_unreliable_resolvers}} can be used to check unreliable resolves :*Remove unreliable resolvers from the configuration and restart the process Nehoiden configuration shows three resolvers: *Primary: '''10.255.250.11''' *Secondary: '''10.255.251.11''' *Tertiary: '''10.255.250.40''' The secondary is failing. *Which provider provides the IP resolver addresses? Xfinity? GoDaddy? Should I check whether there is an updated resolver/ *According to ICANN/IANA, the 10.255.n.n series of addresses are private addresses used in local networks. Removed failing secondary address and replaced it with tertiary address. Left Tertiary address blank. === 2020-02-10 - GoDaddy MTA blocked for Spam === Message received from Comcast - mail from VPS domain not delivered because GoDaddy MTA IP blocked for Spam. *e-mails with details and follow-up in Thunderbird {{mm|Technology/Hosting}} folder of mgreis@comcast.net e-mail. *Called GoDaddy Support - ticket created; they will follow up to have IP address removed from Spam listing Reason: There was an error while attempting to deliver your message with [Subject: "[Green Needham] Comment: "Needham is officially a Massachusetts Green Community""] to mgreis@comcast.net. MTA a2nlsmtp01-02.prod.iad2.secureserver.net received this response from the destination host IP - 68.87.20.5 - 554 , 554 5.1.0 198.71.225.36 Comcast block for spam. Please see [http://postmaster.comcast.net/smtp-error-codes.php#BL000000] From the Comcast smtp error codes site: *BL000000 :: Mail to Comcast is rejected and is returned with an error message containing the code BL000000. :*Removal requests can be submitted at postmaster.comcast.net/block-removal-request.html and will require the IP address of the blocked email server. Requests submitted through this form are monitored 24 hours a day, 7 days a week to ensure a timely response. jws34f5w1r038cq4ufk6fd1ztumzhnb 28 27 2024-05-24T02:58:18Z Michael 1 1 revision imported 27 wikitext text/x-wiki <div class="toclimit-3">{{TOC|align=right}}</div> See [[Infrastructure/Virtual Hosting/cPanel|cPanel]] page for information about cPanel & WHM. == 2022 == === 2022-06-13 - cPanel notification: The system has detected an unusually large amount of outbound email === *After previous incidents, e-mail limits were set and cPanel notifications set for large amount of outbound e-mail in a short time period *As a result, this notification was received, and outbound e-mails were held It is possible that the following email address has been sending spam from your server: :*'''smtpfox-h146i@greathallperformance.org''' The system detected that this email account sent messages to a large number of distinct recipients in an hour. ==== Troubleshooting and resolution ==== *Checked Mail Queue - WHM: e-maili-> [https://ip-107-180-93-185.ip.secureserver.net:2087/cpsess7841267412/scripts11/fetch_mail_queue Mail Queue Manager] :*Deleted all held e-mails from bogus ID *Checked Mail Relayers WHM: e-mail -> [https://ip-107-180-93-185.ip.secureserver.net:2087/cpsess7841267412/scripts11/emailstats_relay_summary View Relayers] *Checked domain e-mail users and removed bogus IDs - cPanel '''List e-mail accounts''' Question: '''How did bogus e-mail IDs get added and when?''' *greathall ID password is more secure than any of the others *Was not changed by someone else, so was it compromised? '''Continue to monitor e-mail IDs on greathallperformance.org. If new bogus IDs appear, change the site password''' == 2021 == === 2021-06-02 - Odd cron notification received === *e-mail received with cron notification (See Hosting folder) Constant subroutine unbound_version redefined at /usr/local/cpanel/bin/autossl_check line 4294967295. ==== Troubleshooting & Resolution ==== *See [https://forums.cpanel.net/threads/cpanel-37063-constant-subroutine-unbound_version-redefined-at-autossl_check.690557/ this cPanel forum item] :*Problem appears to be in recent cPanel update - ticket opened :*No action required at this point === 2021-06-02 - High Server usage warning === *Received warning of high server usage from GoDaddy\ :*Received similar warning when domain was compromised 2021-05-12 and large numbers of sp*m e-mails were sent :*Information provided in e-mail (see Hosting folder) :::Your server usage is very high. :::Your server usage is currently very high. Your CPU usage is currently at 95%. Please, sign in to fix this problem. ::: :::Here are the details: :::Server name: Nehoiden :::IP address: 107.180.93.185 :::Start time: June 02, 2021 12:29 PM GMT *Received notice ~15 minutes later that server usage no longer high ==== Troubleshooting and resolution ==== *Immediately checked relayers (per 2021-05-12 troubleshooting) :*No large backlog of mail to be relayed :*No domain had a large number of e-mails relayed in the last two days *Also checked public_html directories of all domain users (per 2021-05-12 troubleshooting) :*No issues *Used <mmb>sar</mmb> comment to check CPU, I/O, etc (system activity report; by default reports current day) sar -q :*sar can also look at the log files - usually two weeks of activity is available :*Did find some indications of high usage during indicated period. :*No conclusions drawn. Do further research to find out if can get more information about users, processes === 2021-05-12 - michaelgreis.org domain compromised === While following up on the [[#2021-05-12 Spammer sends spam e-mail from a domain|spammer sending e-mail breach]], discovered that the hacker had also breached the michaelgreis.org domain. :'''Status''':{{hc|Fixed}} :'''Severity''':{{hc|High}} ==== Problem Synopsis ==== When logging in to the michaelgreis.org ID on the server using SSH, discovered that the domain password did not work. Changed it immediately on WHM. Once I logged in, I discovered that all the file permissions had been changed and several directories (clearly containing malware) had been added. ==== Troubleshooting and Resolution ==== Immediately changed the domain password on WHM *If domain PW had been compromised, how? :*Different PW than the mjg@michaelgreis.org e-mail PW :*Was the hacker able to get access and change it without knowing what it was? All the directories and files had been changed to 555 (r-xr-xr-x). *Directories should generally be 755 *Files should be 644 Found [https://superuser.com/questions/1325221/linux-how-to-recursively-chmod-a-folder this item] describing how to recursively change file permissions by file type (directory, regular file). *This generally works for PHP-based sites, including WordPress and Mediawiki directories From the current directory, these commands will change all directories to 755 and all regular files to 644 find . -type d -exec chmod 755 {} \; find . -type f -exec chmod 644 {} \; Generalized version of syntax: find /path/to/directory -type d -exec chmod 755 () \; === 2021-05-12 - Spammer sends spam e-mail from a domain === A spammer got access to an e-mail account and began sending a large volume of spam from the ID/domain. The mail relay server reaches its maximum daily limit and shuts down all outbound e-mails from the virtual server (all domains). :'''Status''':{{hc|Workaround in place}} :'''Severity''':{{hc|High}} See [[#2017-07 Malware sends spam e-mail from a domain|this 2017 issue]] for a previous occurrence. :*In that instance, it appeared to be (and may have been) malware that was somehow planted on the system. :*Some menus/instructions in WHM have changed ==== Problem Synopsis ==== *Received e-mail saying that server was experiencing very high usage (5/12 ~11:00pm, then again 5/13 ~7:30 am) :*That resolved itself, probably only because the daily relay limit was reached *Outgoing mail was rejected SMTP error from remote mail server after initial connection: 554 a2nlsmtp01-01.prod.iad2.secureserver.net : HOSTING RELAY : h2w5lDBCzlgtc : DED : You've reached your daily relay quota - 107.180.93.185 *Received notification that Thunderbird couldn't sign on to mjg@michaelgreis.org - incorrect password ==== Troubleshooting and Resolution ==== <u>View relayers in WHM</u> {{hct|ff=monospace|color=#222222|Home -> e-mail -> Relayers }} *Identified offending domain - michaelgreis.org *Password for mjg@michaelgreis.org was g8rdsx, which had been reported in Chrome as compromised by a yahoo.com security breach :*Chrome suggested changing remaining instances of that as a site password :*Had changed some, not all. Had not changed several e-mail IDs that used that password *Immediately changed password for mjg@michaelgreis.org :*Also changed password on all other low-use e-mail IDs that used it <u>View mail queue in WHM</u> {{hct|ff=monospace|e-mail -> mail queue manager}} *Deleted spam and other bad e-mail messages still in queue :*Don't want them going out when the relay limit resets - that will cause another relay shutdown *There were 43,000 e-mails from mjg@michaelgreis.org queued - deleted them all ==== Notes ==== Set limits and notifications on e-mails from a domain in WHM - '''Server Configuration -> Tweak Settings''' === 2021-04-12 - Outbound mail blocked by GoDaddy === 2021-04-09 - GoDaddy blocked all outbound mail from the servers because spam was detected from the system. *Unlike other instances when large numbers of messages were sent and the relay limit was reached, this shutdown occurred when GoDaddy detected spam coming from the server. 2021-04-12 - Several calls with GoDaddy server support. *Finally got enough information to locate the source of the problem. ::*Multiple e-mails from Russia like info@s13.move-hosting.ru :*Had to push hard at two levels of server support. :*The info@ e-mail for New Year's Needham has been hacked. It's been sending sp*m for a russian hosting IP for the at least the last week. ::*Used '''Mail Delivery''' on cPanel for each domain to review mail records ::*Also {{mmb|/var/log/maillog}} records for system-wide mailserver :*Suspended all NYN e-mail accounts *Have to wait 24-hours to remove mail block. Only removed if no further spam detected 2021-04-13 - Dave at support - server now unblocked *Have not seen any more spam. == 2020 == === 2020-06-16 - Partial DNS Resolver Failure === Began receiving daily e-mails ~2020-06-11 (filed in {{mm|C:\Documents\Technology\Hosting}}) *cPanel & WHM update failure in upcp script *⚠ Partial DNS resolver failure According to [https://forums.cpanel.net/threads/cpanel-whm-update-failure-in-upcp-script.667353/ this item] in cPanel forums, the problem is a bad address or invalid DNS resolver *Use the '''Resolver Configuration''' wizard on WHM to configure or re-configure the resolvers :*The command line script {{mm|/scripts/check_unreliable_resolvers}} can be used to check unreliable resolves :*Remove unreliable resolvers from the configuration and restart the process Nehoiden configuration shows three resolvers: *Primary: '''10.255.250.11''' *Secondary: '''10.255.251.11''' *Tertiary: '''10.255.250.40''' The secondary is failing. *Which provider provides the IP resolver addresses? Xfinity? GoDaddy? Should I check whether there is an updated resolver/ *According to ICANN/IANA, the 10.255.n.n series of addresses are private addresses used in local networks. Removed failing secondary address and replaced it with tertiary address. Left Tertiary address blank. === 2020-02-10 - GoDaddy MTA blocked for Spam === Message received from Comcast - mail from VPS domain not delivered because GoDaddy MTA IP blocked for Spam. *e-mails with details and follow-up in Thunderbird {{mm|Technology/Hosting}} folder of mgreis@comcast.net e-mail. *Called GoDaddy Support - ticket created; they will follow up to have IP address removed from Spam listing Reason: There was an error while attempting to deliver your message with [Subject: "[Green Needham] Comment: "Needham is officially a Massachusetts Green Community""] to mgreis@comcast.net. MTA a2nlsmtp01-02.prod.iad2.secureserver.net received this response from the destination host IP - 68.87.20.5 - 554 , 554 5.1.0 198.71.225.36 Comcast block for spam. Please see [http://postmaster.comcast.net/smtp-error-codes.php#BL000000] From the Comcast smtp error codes site: *BL000000 :: Mail to Comcast is rejected and is returned with an error message containing the code BL000000. :*Removal requests can be submitted at postmaster.comcast.net/block-removal-request.html and will require the IP address of the blocked email server. Requests submitted through this form are monitored 24 hours a day, 7 days a week to ensure a timely response. jws34f5w1r038cq4ufk6fd1ztumzhnb 0 15 29 2020-02-05T21:06:13Z Greis>Michael 0 /* Shell scripts created */ 29 wikitext text/x-wiki The GoDaddy Virtual Private Servers (VPS) are managed with '''WHM''' and '''cPanel''' *'''WHM''' (Web Host Manager) manages the server and sets the parameters for all the accounts and domains on the server :*Domains are under user accounts *'''cPanel''' manages the virtual server for a given account and its domains :*Usually set up with one domain per user account Key '''cPanel''' resources: (Some of these may need to be updated) *[https://docs.cpanel.net/ cPanel Documentation] *[ cPanel support forums] Other cPanel resources *[https://blog.cpanel.com/ cPanel blog] - New features and help information *[http://university.cpanel.com/ cPanel University] - free online training provided by cPanel trainers {{hct|2020-02-05 - Note}}: The balance of this page needs to be checked/updated for the CentOS 7 server. == Shell scripts created == {{hct|2020-02-05}} - These have ported to the CentOS 7 server. :*Located in {{mm|/home/mgreis}} :*Only '''follow''' has been checked & updated for locations the new server === '''follow''' script === '''follow''' script in <tt>/usr/local/bin</tt> can be used to follow various log files (uses the '''tail''' command) :*<tt>follow mail</tt> - to follow mail log :*<tt>follow apache ''domain.org''</tt> - to follow the apache error log for domain ''domain.org'' :*<tt>follow ''logname''</tt> - to follow the log named ''logname'' (full path required) === '''checklogsizes''' script === '''checklogsizes''' script in <tt>/usr/local/bin</tt> reports the total size of the files in the apache log directories for various domains :*Set up in cron to report regularly? == PEAR == {{color||2016-04-22}} - Check status of PEAR and update for WHM/cPanel environment [http://pear.php.net PEAR] is installed for PHP by default. Applies to [[Infrastructure/Nehoiden Magna|Nehoiden Magna]] :Installed the '''Mail''' and '''Net_SMTP''' packages pear install ''package_name'' Using <tt>include_once</tt> when running a PHP file on the web site (through Apache) requires that the files to be included be in a PHP-accessible directory. *Must include the directory in '''php.ini''''s <tt>''include_path'''</tt> directive. *Must also remove the '''open_basedir''' restriction, as above :*{{color||2011-11-14}} Plesk/VDS configuration limits those by default to the current <tt>httpdocs</tt> directory (and below) and <tt>/tmp</tt>. :*GoDaddy's HELP item (updated July 2011), still says you can set '''open_basedir = none''' in '''php.ini''', though that is not the preferred solution. :*{{color]]2011-11-14}} - Tried creating a '''vhost.conf''' for greenneedham.org for PEAR, but wasn't sure it worked properly. Left file as <tt>vhost_test.conf</tt> to try again later. == Updating sites using SCP == If your are using a Linux or FreeBSD operating system on your local computer and have access to server shell, use the '''scp''' command to copy files and directories to the server: scp your_file_name login@remoteserver.com:path to copy files, and scp –r your_directory_name login@remoteserver.com:path to copy entire directories. == Retrieving FTP passwords from MySQL == From [http://help.godaddy.com/topic/278/article/1495 GoDaddy support article] #Log in as root in SSH. #Type mysql -uadmin -p`cat /etc/psa/.psa.shadow`, and then press Enter. #Type use psa;, and then press Enter. #Type select * from sys_users;, and then press Enter. #Type select * from accounts where id = 2;, and then press Enter. #A table displays that shows the id, type, and password for accounts where the ID = 2. == PHP Configuration == {{color||2016-04-22}} - Update for WHM/cPanel environment (can do most of this through cPanel) /etc/php.ini *'''post_max_size''' = 8M - This variable determines the maximum amount of data that PHP will accept in a single form submission using the POST method. Its default value is 8 MB *'''upload_max_filesize''' = 2M - This variable limits the size of an individual file uploaded to your site. Its default value is 2 MB *'''memory_limit''' = 32M - Must be larger than the other two variables *3/20/08 - Changed to: :*post_max_size = 24M :*upload_max_filesize = 24M {{color||2011-11-14}} - Installed [http://pear.php.net PEAR] '''mail''' package :*Added PEAR directory to php.ini '''include_path''' include_path = ".:/usr/share/pear" <br> == Starting and stopping services == {{color||2016-04-22}} - Update for WHM/cPanel environment *From command line: '''/sbin/service''' ''service_name'' {start | stop | restart | status} :Example: /sbin/service httpd restart == SSL Certificates == {{hct|2018-02-12}} - Updated :*Uninstalled expired GoDaddy SSL for RBA. Should be replaced during daily AutoSSL check tonight. *whm/[[Infrastructure/Virtual Hosting/cPanel|cPanel]] provides '''AutoSSL''' service :*Is configured for all the users/domains on the server :*'''cPanel'''(powered by '''Comodo''') is the provider ::*cPanel Comodo service does not support wildcard domains (hence the AutoSSL configuration requests an SSL certificate for each domain & sub-domain) {{hct|NB - this may have changed}} *cPanel's Comodo service provides '''DV''' (domain verified certificates) :*These auto-renew every 90 days. :*This should be sufficient to avoid/eliminate the [https://blog.cpanel.com/avoiding-a-not-secure-warning-in-chrome-heres-how/ "not secure" warning] for a site in Chrome. *cPanel now offers a [https://blog.cpanel.com/announcing-cpanel-whms-official-lets-encrypt-with-autossl-plugin/ plug-in providing [https://letsencrypt.org/ Let's Encrypt] support for AutoSSL <u>Information on SSL</u>: *[https://www.ssl.com/article/dv-ov-and-ev-certificates/ Explanation of different certificate types] (DV, OV & EV) (from SSL.com article) {{OpenHidden}} '''SSL support''' - Secure Sockets Layer encryption is generally used for protecting transfer of sensitive data during online transactions on e-commerce Web sites that run on dedicated IP addresses. *SSL certificates that participate in the encryption process are usually applied to a single domain name on a single IP address, therefore, each site that needs SSL protection must be hosted on a dedicated IP address. *An exception to this is subdomains, which you can protect with a wildcard certificate. *Installing an SSL certificate on a Web server that hosts several web sites with different domain names on a single IP address (shared or name-based hosting) is technically possible, however, it is not recommended: the encryption will be provided, but users will get warning messages on attempt to connect to the secure site. *To allow SSL encryption for Web sites, select the SSL support check box. *One SSL certificate is included with the virtual hosting plan *Additional certificates (and yearly renewals for the initial one) are $30 *3/16/08 - GoDaddy Sales Support rep says that you can simply ask for IP addresses beyond the three provided; they will be provided upon reasonable request. *Requiring additional IP addresses for SSL certificates you purchase qualifies as a reasonable request. {{CloseHidden}} == Apache Configuration == {{color||2016-04-22}} - Update for WHM/cPanel environment *System file is <tt>/etc/httpd/conf/httpd.conf</tt> *Includes <tt>/etc/httpd/conf.d/*</tt> - all files in that directory to configure system-wide apps (like Mailman, webmail) *Each Virtual Host has an <tt>httpd.include</tt> file in its <tt>conf</tt> directory - do not modify this (it is overwritten when you reconfigure Apache) *Put modifications for a specific virtual host in a <tt>vhost.conf</tt> file in the <tt>conf</tt> directory == yum package manager == {{color||2016-04-22}} - Update for WHM/cPanel environment rpm -qa --queryformat "%{GROUP} %{NAME}-%{VERSION}\n" | sort Will list all packages on server. == CentOS Package Repositories == *[https://centos.pkgs.org/ CentOS Package Repositories] 7qgcci74b2w7ulwib4km95w1gvwiteu 30 29 2024-05-24T02:58:19Z Michael 1 1 revision imported 29 wikitext text/x-wiki The GoDaddy Virtual Private Servers (VPS) are managed with '''WHM''' and '''cPanel''' *'''WHM''' (Web Host Manager) manages the server and sets the parameters for all the accounts and domains on the server :*Domains are under user accounts *'''cPanel''' manages the virtual server for a given account and its domains :*Usually set up with one domain per user account Key '''cPanel''' resources: (Some of these may need to be updated) *[https://docs.cpanel.net/ cPanel Documentation] *[ cPanel support forums] Other cPanel resources *[https://blog.cpanel.com/ cPanel blog] - New features and help information *[http://university.cpanel.com/ cPanel University] - free online training provided by cPanel trainers {{hct|2020-02-05 - Note}}: The balance of this page needs to be checked/updated for the CentOS 7 server. == Shell scripts created == {{hct|2020-02-05}} - These have ported to the CentOS 7 server. :*Located in {{mm|/home/mgreis}} :*Only '''follow''' has been checked & updated for locations the new server === '''follow''' script === '''follow''' script in <tt>/usr/local/bin</tt> can be used to follow various log files (uses the '''tail''' command) :*<tt>follow mail</tt> - to follow mail log :*<tt>follow apache ''domain.org''</tt> - to follow the apache error log for domain ''domain.org'' :*<tt>follow ''logname''</tt> - to follow the log named ''logname'' (full path required) === '''checklogsizes''' script === '''checklogsizes''' script in <tt>/usr/local/bin</tt> reports the total size of the files in the apache log directories for various domains :*Set up in cron to report regularly? == PEAR == {{color||2016-04-22}} - Check status of PEAR and update for WHM/cPanel environment [http://pear.php.net PEAR] is installed for PHP by default. Applies to [[Infrastructure/Nehoiden Magna|Nehoiden Magna]] :Installed the '''Mail''' and '''Net_SMTP''' packages pear install ''package_name'' Using <tt>include_once</tt> when running a PHP file on the web site (through Apache) requires that the files to be included be in a PHP-accessible directory. *Must include the directory in '''php.ini''''s <tt>''include_path'''</tt> directive. *Must also remove the '''open_basedir''' restriction, as above :*{{color||2011-11-14}} Plesk/VDS configuration limits those by default to the current <tt>httpdocs</tt> directory (and below) and <tt>/tmp</tt>. :*GoDaddy's HELP item (updated July 2011), still says you can set '''open_basedir = none''' in '''php.ini''', though that is not the preferred solution. :*{{color]]2011-11-14}} - Tried creating a '''vhost.conf''' for greenneedham.org for PEAR, but wasn't sure it worked properly. Left file as <tt>vhost_test.conf</tt> to try again later. == Updating sites using SCP == If your are using a Linux or FreeBSD operating system on your local computer and have access to server shell, use the '''scp''' command to copy files and directories to the server: scp your_file_name login@remoteserver.com:path to copy files, and scp –r your_directory_name login@remoteserver.com:path to copy entire directories. == Retrieving FTP passwords from MySQL == From [http://help.godaddy.com/topic/278/article/1495 GoDaddy support article] #Log in as root in SSH. #Type mysql -uadmin -p`cat /etc/psa/.psa.shadow`, and then press Enter. #Type use psa;, and then press Enter. #Type select * from sys_users;, and then press Enter. #Type select * from accounts where id = 2;, and then press Enter. #A table displays that shows the id, type, and password for accounts where the ID = 2. == PHP Configuration == {{color||2016-04-22}} - Update for WHM/cPanel environment (can do most of this through cPanel) /etc/php.ini *'''post_max_size''' = 8M - This variable determines the maximum amount of data that PHP will accept in a single form submission using the POST method. Its default value is 8 MB *'''upload_max_filesize''' = 2M - This variable limits the size of an individual file uploaded to your site. Its default value is 2 MB *'''memory_limit''' = 32M - Must be larger than the other two variables *3/20/08 - Changed to: :*post_max_size = 24M :*upload_max_filesize = 24M {{color||2011-11-14}} - Installed [http://pear.php.net PEAR] '''mail''' package :*Added PEAR directory to php.ini '''include_path''' include_path = ".:/usr/share/pear" <br> == Starting and stopping services == {{color||2016-04-22}} - Update for WHM/cPanel environment *From command line: '''/sbin/service''' ''service_name'' {start | stop | restart | status} :Example: /sbin/service httpd restart == SSL Certificates == {{hct|2018-02-12}} - Updated :*Uninstalled expired GoDaddy SSL for RBA. Should be replaced during daily AutoSSL check tonight. *whm/[[Infrastructure/Virtual Hosting/cPanel|cPanel]] provides '''AutoSSL''' service :*Is configured for all the users/domains on the server :*'''cPanel'''(powered by '''Comodo''') is the provider ::*cPanel Comodo service does not support wildcard domains (hence the AutoSSL configuration requests an SSL certificate for each domain & sub-domain) {{hct|NB - this may have changed}} *cPanel's Comodo service provides '''DV''' (domain verified certificates) :*These auto-renew every 90 days. :*This should be sufficient to avoid/eliminate the [https://blog.cpanel.com/avoiding-a-not-secure-warning-in-chrome-heres-how/ "not secure" warning] for a site in Chrome. *cPanel now offers a [https://blog.cpanel.com/announcing-cpanel-whms-official-lets-encrypt-with-autossl-plugin/ plug-in providing [https://letsencrypt.org/ Let's Encrypt] support for AutoSSL <u>Information on SSL</u>: *[https://www.ssl.com/article/dv-ov-and-ev-certificates/ Explanation of different certificate types] (DV, OV & EV) (from SSL.com article) {{OpenHidden}} '''SSL support''' - Secure Sockets Layer encryption is generally used for protecting transfer of sensitive data during online transactions on e-commerce Web sites that run on dedicated IP addresses. *SSL certificates that participate in the encryption process are usually applied to a single domain name on a single IP address, therefore, each site that needs SSL protection must be hosted on a dedicated IP address. *An exception to this is subdomains, which you can protect with a wildcard certificate. *Installing an SSL certificate on a Web server that hosts several web sites with different domain names on a single IP address (shared or name-based hosting) is technically possible, however, it is not recommended: the encryption will be provided, but users will get warning messages on attempt to connect to the secure site. *To allow SSL encryption for Web sites, select the SSL support check box. *One SSL certificate is included with the virtual hosting plan *Additional certificates (and yearly renewals for the initial one) are $30 *3/16/08 - GoDaddy Sales Support rep says that you can simply ask for IP addresses beyond the three provided; they will be provided upon reasonable request. *Requiring additional IP addresses for SSL certificates you purchase qualifies as a reasonable request. {{CloseHidden}} == Apache Configuration == {{color||2016-04-22}} - Update for WHM/cPanel environment *System file is <tt>/etc/httpd/conf/httpd.conf</tt> *Includes <tt>/etc/httpd/conf.d/*</tt> - all files in that directory to configure system-wide apps (like Mailman, webmail) *Each Virtual Host has an <tt>httpd.include</tt> file in its <tt>conf</tt> directory - do not modify this (it is overwritten when you reconfigure Apache) *Put modifications for a specific virtual host in a <tt>vhost.conf</tt> file in the <tt>conf</tt> directory == yum package manager == {{color||2016-04-22}} - Update for WHM/cPanel environment rpm -qa --queryformat "%{GROUP} %{NAME}-%{VERSION}\n" | sort Will list all packages on server. == CentOS Package Repositories == *[https://centos.pkgs.org/ CentOS Package Repositories] 7qgcci74b2w7ulwib4km95w1gvwiteu 0 16 31 2023-01-05T02:22:23Z Greis>Michael 0 31 wikitext text/x-wiki Information and resources for '''cPanel''', the management interface for the virtual server environment. *{{hct|WHM}} provides backend administrative access for the virtual server itself *[https://forums.cpanel.net/ cPanel support forums] *[https://forums.cpanel.net/resources/categories/system-administration-services.1/ Systems Administration Services] to cPanel *[https://blog.cpanel.com/ cPanel blog] - New features and help information *[https://documentation.cpanel.net/display/CKB cPanel Knowledge Base] *[http://university.cpanel.com/ cPanel University] - free online training provided by cPanel trainers *cPanel & WHM version 68 documentation :*[https://docs.cpanel.net/whm/ WHM] documentation :*[https://docs.cpanel.net/cpanel/ cPanel] documentation Cleaning up after, detecting and preventing cPanel domain account breaches *Create a cPanel forum question == Tasks == === Block IP addresses from accessing domain === '''IP Blocker''' *Enter a range of IP address to block from accessing domain === Malware Scanning === '''ImmunifyAV''' is installed - view it from the '''Security Advisor''' menu *Checks user sites for malware Resources: *cPanel [https://blog.cpanel.com/malware-scanners-for-cpanel-keeping-your-server-safe/ malware article] *[https://sitecheck.sucuri.net/ Sitecheck] - Free website security check & malware scanner (Sucuri.net is a provider of site monitoring services) === Malware Removal === *[https://blog.cpanel.com/how-to-manually-remove-malware-from-websites/ Manually removing malware] cPanel article og6adyhyzezlu1sl0qcgsy3zitsn7h6 32 31 2024-05-24T02:58:19Z Michael 1 1 revision imported 31 wikitext text/x-wiki Information and resources for '''cPanel''', the management interface for the virtual server environment. *{{hct|WHM}} provides backend administrative access for the virtual server itself *[https://forums.cpanel.net/ cPanel support forums] *[https://forums.cpanel.net/resources/categories/system-administration-services.1/ Systems Administration Services] to cPanel *[https://blog.cpanel.com/ cPanel blog] - New features and help information *[https://documentation.cpanel.net/display/CKB cPanel Knowledge Base] *[http://university.cpanel.com/ cPanel University] - free online training provided by cPanel trainers *cPanel & WHM version 68 documentation :*[https://docs.cpanel.net/whm/ WHM] documentation :*[https://docs.cpanel.net/cpanel/ cPanel] documentation Cleaning up after, detecting and preventing cPanel domain account breaches *Create a cPanel forum question == Tasks == === Block IP addresses from accessing domain === '''IP Blocker''' *Enter a range of IP address to block from accessing domain === Malware Scanning === '''ImmunifyAV''' is installed - view it from the '''Security Advisor''' menu *Checks user sites for malware Resources: *cPanel [https://blog.cpanel.com/malware-scanners-for-cpanel-keeping-your-server-safe/ malware article] *[https://sitecheck.sucuri.net/ Sitecheck] - Free website security check & malware scanner (Sucuri.net is a provider of site monitoring services) === Malware Removal === *[https://blog.cpanel.com/how-to-manually-remove-malware-from-websites/ Manually removing malware] cPanel article og6adyhyzezlu1sl0qcgsy3zitsn7h6 0 31 61 2014-04-23T20:42:34Z Greis>Michael 0 61 wikitext text/x-wiki |-align="left" |{{{1}}} |{{{2}}} |{{{5}}} |align="center"|{{{3}}} |{{{4}}} <noinclude>[[Category:Templates|SampleQueryOutput]]</noinclude> rtctv5abghxemkhb0ngzaa6qrjh54ap 62 61 2024-05-24T02:59:39Z Michael 1 1 revision imported 61 wikitext text/x-wiki |-align="left" |{{{1}}} |{{{2}}} |{{{5}}} |align="center"|{{{3}}} |{{{4}}} <noinclude>[[Category:Templates|SampleQueryOutput]]</noinclude> rtctv5abghxemkhb0ngzaa6qrjh54ap 0 32 63 2014-04-23T20:46:24Z Greis>Michael 0 63 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible {{ #if: {{{1}}} |mw-collapsed wikitable| }}" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Title !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone <noinclude>[[Category:Templates|SampleQueryHeader]]</noinclude> tq73e3po5kwjhska0h2fjashmba5jxx 64 63 2024-05-24T02:59:39Z Michael 1 1 revision imported 63 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible {{ #if: {{{1}}} |mw-collapsed wikitable| }}" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Title !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone <noinclude>[[Category:Templates|SampleQueryHeader]]</noinclude> tq73e3po5kwjhska0h2fjashmba5jxx 0 33 65 2013-12-29T22:53:20Z Greis>Michael 0 Created page with "<!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row..." 65 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone <noinclude>[[Category:Templates|SampleQueryHeaderOpen]]</noinclude> 9q401bb9zs9tmsnm9xt77o1et21ilyx 66 65 2024-05-24T02:59:39Z Michael 1 1 revision imported 65 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone <noinclude>[[Category:Templates|SampleQueryHeaderOpen]]</noinclude> 9q401bb9zs9tmsnm9xt77o1et21ilyx 0 38 75 2014-04-10T17:32:02Z Greis>Michael 0 75 wikitext text/x-wiki <!-- Used to create the closing elements of a table for an SMW templated query --> <!-- End of table --> |} <noinclude>[[Category:Templates|SampleQueryFooter]]</noinclude> qysg6z5ykoa1dfzn1xfzetw31zufar3 76 75 2024-05-24T02:59:39Z Michael 1 1 revision imported 75 wikitext text/x-wiki <!-- Used to create the closing elements of a table for an SMW templated query --> <!-- End of table --> |} <noinclude>[[Category:Templates|SampleQueryFooter]]</noinclude> qysg6z5ykoa1dfzn1xfzetw31zufar3 0 42 83 2014-12-09T22:31:50Z Greis>Michael 0 83 wikitext text/x-wiki [[{{{2}}}|{{ #if: {{{3}}} |{{{3}}}|{{{2}}} }}]] ({{{4}}}) <noinclude>[[Category:Templates|ProspectOutput]]</noinclude> 7h7bzrm4uvu55a5dquawxoqk9pv0r7g 84 83 2024-05-24T02:59:39Z Michael 1 1 revision imported 83 wikitext text/x-wiki [[{{{2}}}|{{ #if: {{{3}}} |{{{3}}}|{{{2}}} }}]] ({{{4}}}) <noinclude>[[Category:Templates|ProspectOutput]]</noinclude> 7h7bzrm4uvu55a5dquawxoqk9pv0r7g 0 43 85 2017-02-01T20:27:02Z Greis>Michael 0 85 wikitext text/x-wiki |-align="left" |[[{{{1}}}{{!}}{{{2}}}]] |{{{3}}} |align="center"|{{ #if: {{{4}}} |[http://www.toodledo.com/tasks/index.php?x=222181#task_{{{4}}} Tasks]| }} |{{{5}}} |{{{6}}} <noinclude>[[Category:Templates|ProspectQueryOutput]]</noinclude> ikkgu49xkaqsv1628vzwitjgit3hdse 86 85 2024-05-24T02:59:39Z Michael 1 1 revision imported 85 wikitext text/x-wiki |-align="left" |[[{{{1}}}{{!}}{{{2}}}]] |{{{3}}} |align="center"|{{ #if: {{{4}}} |[http://www.toodledo.com/tasks/index.php?x=222181#task_{{{4}}} Tasks]| }} |{{{5}}} |{{{6}}} <noinclude>[[Category:Templates|ProspectQueryOutput]]</noinclude> ikkgu49xkaqsv1628vzwitjgit3hdse 0 45 89 2017-02-01T17:52:08Z Greis>Michael 0 89 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | Page Name !style="background:#ffdead;" | Prospect !style="background:#ffdead;" | Status !style="background:#ffdead;" | Tasks !style="background:#ffdead;" | Next Step !style="background:#ffdead;" | Latest Update |- <noinclude>[[Category:Templates|ProspectQueryHeader]]</noinclude> lvrctp2hhy7vjtf0kl3a1nuk5xid2jd 90 89 2024-05-24T02:59:39Z Michael 1 1 revision imported 89 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | Page Name !style="background:#ffdead;" | Prospect !style="background:#ffdead;" | Status !style="background:#ffdead;" | Tasks !style="background:#ffdead;" | Next Step !style="background:#ffdead;" | Latest Update |- <noinclude>[[Category:Templates|ProspectQueryHeader]]</noinclude> lvrctp2hhy7vjtf0kl3a1nuk5xid2jd 0 46 91 2016-12-02T15:56:13Z Greis>Michael 0 91 wikitext text/x-wiki <includeonly> | [[{{{2}}}|{{{3}}}]] || {{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QueryTemplateBody]]</noinclude> d6ynot0q6leg61wwh2w6tdpl9olq052 92 91 2024-05-24T02:59:39Z Michael 1 1 revision imported 91 wikitext text/x-wiki <includeonly> | [[{{{2}}}|{{{3}}}]] || {{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QueryTemplateBody]]</noinclude> d6ynot0q6leg61wwh2w6tdpl9olq052 0 47 93 2016-12-21T17:25:50Z Greis>Michael 0 93 wikitext text/x-wiki <includeonly> == {{ #if: {{{userparam}}}|{{{userparam}}}|&nbsp; }} == {| class="wikitable sortable" ! Event || Date |- </includeonly> <noinclude>[[Category:Templates|QueryTemplateHeader]]</noinclude> 4ltj968zhkfizwlk34t1jsp9367tsuf 94 93 2024-05-24T02:59:39Z Michael 1 1 revision imported 93 wikitext text/x-wiki <includeonly> == {{ #if: {{{userparam}}}|{{{userparam}}}|&nbsp; }} == {| class="wikitable sortable" ! Event || Date |- </includeonly> <noinclude>[[Category:Templates|QueryTemplateHeader]]</noinclude> 4ltj968zhkfizwlk34t1jsp9367tsuf 0 48 95 2016-12-02T15:29:51Z Greis>Michael 0 Created page with "<includeonly> |} </includeonly> <noinclude>[[Category:Templates|QueryTemplateFooter]]</noinclude>" 95 wikitext text/x-wiki <includeonly> |} </includeonly> <noinclude>[[Category:Templates|QueryTemplateFooter]]</noinclude> lftqjlyleg42zqdhc71ww1xkvsp8msa 96 95 2024-05-24T02:59:39Z Michael 1 1 revision imported 95 wikitext text/x-wiki <includeonly> |} </includeonly> <noinclude>[[Category:Templates|QueryTemplateFooter]]</noinclude> lftqjlyleg42zqdhc71ww1xkvsp8msa 0 49 97 2019-03-19T04:57:54Z Greis>Michael 0 97 wikitext text/x-wiki <!-- Used to create a level 2 section heading for an SMW query, with "userparam" as the name of the section --> <includeonly> == {{ #if: {{{#userparam}}}|{{{#userparam}}}|&nbsp; }} == </includeonly> <noinclude>[[Category:Templates|SectionHeading]]</noinclude> eolsl8pv0v3rp72wqy3brbd197iqeq2 98 97 2024-05-24T02:59:39Z Michael 1 1 revision imported 97 wikitext text/x-wiki <!-- Used to create a level 2 section heading for an SMW query, with "userparam" as the name of the section --> <includeonly> == {{ #if: {{{#userparam}}}|{{{#userparam}}}|&nbsp; }} == </includeonly> <noinclude>[[Category:Templates|SectionHeading]]</noinclude> eolsl8pv0v3rp72wqy3brbd197iqeq2 0 50 99 2019-03-19T05:28:54Z Greis>Michael 0 99 wikitext text/x-wiki <!-- Used to create a level 3 section heading for an SMW query, with "userparam" as the name of the section --> <includeonly> === {{ #if: {{{#userparam}}}|{{{#userparam}}}|&nbsp; }} === </includeonly> <noinclude>[[Category:Templates|SectionThreeHeading]]</noinclude> fbafo8s8xuno0fggsyr64r0vo3k8j4l 100 99 2024-05-24T02:59:39Z Michael 1 1 revision imported 99 wikitext text/x-wiki <!-- Used to create a level 3 section heading for an SMW query, with "userparam" as the name of the section --> <includeonly> === {{ #if: {{{#userparam}}}|{{{#userparam}}}|&nbsp; }} === </includeonly> <noinclude>[[Category:Templates|SectionThreeHeading]]</noinclude> fbafo8s8xuno0fggsyr64r0vo3k8j4l 0 55 109 2017-02-01T19:17:11Z Greis>Michael 0 109 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} |- <noinclude>[[Category:Templates|QTH]]</noinclude> pw71g516hjf2wn117sfrqt3cmzd35cf 110 109 2024-05-24T02:59:39Z Michael 1 1 revision imported 109 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} |- <noinclude>[[Category:Templates|QTH]]</noinclude> pw71g516hjf2wn117sfrqt3cmzd35cf 0 56 111 2017-02-01T19:18:50Z Greis>Michael 0 Created page with "<!-- Used to create a the opening of an 6 column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <..." 111 wikitext text/x-wiki <!-- Used to create a the opening of an 6 column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|4}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|5}} |- <noinclude>[[Category:Templates|QTH_6]]</noinclude> 9qrgyb33wsgi5l2pea66mcacu11ntqz 112 111 2024-05-24T02:59:39Z Michael 1 1 revision imported 111 wikitext text/x-wiki <!-- Used to create a the opening of an 6 column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|4}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|5}} |- <noinclude>[[Category:Templates|QTH_6]]</noinclude> 9qrgyb33wsgi5l2pea66mcacu11ntqz 0 57 113 2017-02-01T19:21:11Z Greis>Michael 0 Created page with "<includeonly> |} </includeonly> <noinclude>[[Category:Templates|QTF]]</noinclude>" 113 wikitext text/x-wiki <includeonly> |} </includeonly> <noinclude>[[Category:Templates|QTF]]</noinclude> j3eqwd54e3glxvi4iolvc9500e2n0nt 114 113 2024-05-24T02:59:39Z Michael 1 1 revision imported 113 wikitext text/x-wiki <includeonly> |} </includeonly> <noinclude>[[Category:Templates|QTF]]</noinclude> j3eqwd54e3glxvi4iolvc9500e2n0nt 0 58 115 2017-02-01T19:23:31Z Greis>Michael 0 115 wikitext text/x-wiki <!-- Used to create a the opening of a 5-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|4}} |- <noinclude>[[Category:Templates|QTH_5]]</noinclude> e30vaxo06xyc0zjl86utgqfaxxaah06 116 115 2024-05-24T02:59:39Z Michael 1 1 revision imported 115 wikitext text/x-wiki <!-- Used to create a the opening of a 5-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|4}} |- <noinclude>[[Category:Templates|QTH_5]]</noinclude> e30vaxo06xyc0zjl86utgqfaxxaah06 0 59 117 2017-02-01T19:24:03Z Greis>Michael 0 Created page with "<!-- Used to create a the opening of a 4-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!..." 117 wikitext text/x-wiki <!-- Used to create a the opening of a 4-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} |- <noinclude>[[Category:Templates|QTH_4]]</noinclude> kwllzhbvmfh3pv2emuespr7unj0dyls 118 117 2024-05-24T02:59:39Z Michael 1 1 revision imported 117 wikitext text/x-wiki <!-- Used to create a the opening of a 4-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} |- <noinclude>[[Category:Templates|QTH_4]]</noinclude> kwllzhbvmfh3pv2emuespr7unj0dyls 0 60 119 2019-03-19T15:59:55Z Greis>Michael 0 119 wikitext text/x-wiki <!-- Used to create a the header of a 3-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|2}} |- <noinclude>[[Category:Templates|QTH_3]]</noinclude> br8lqp1e0wunnel2dz1ux7o00mstpmo 120 119 2024-05-24T02:59:39Z Michael 1 1 revision imported 119 wikitext text/x-wiki <!-- Used to create a the header of a 3-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|2}} |- <noinclude>[[Category:Templates|QTH_3]]</noinclude> br8lqp1e0wunnel2dz1ux7o00mstpmo 0 61 121 2019-03-19T16:32:14Z Greis>Michael 0 121 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTB_CompletedProjects]]</noinclude> mabauofp7gy7r7k4fzmdlotc1o13kxl 122 121 2024-05-24T02:59:39Z Michael 1 1 revision imported 121 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTB_CompletedProjects]]</noinclude> mabauofp7gy7r7k4fzmdlotc1o13kxl 0 62 123 2017-02-01T21:25:09Z Greis>Michael 0 123 wikitext text/x-wiki <!-- Special for Main Page recent project Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="" | {{#explode: {{{userparam}}} |,|0}} !style="" | {{#explode: {{{userparam}}} |,|1}} |- <noinclude>[[Category:Templates|QTHC]]</noinclude> 6din3ja1lref7h3bdtv62ycijm4dh1b 124 123 2024-05-24T02:59:39Z Michael 1 1 revision imported 123 wikitext text/x-wiki <!-- Special for Main Page recent project Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="" | {{#explode: {{{userparam}}} |,|0}} !style="" | {{#explode: {{{userparam}}} |,|1}} |- <noinclude>[[Category:Templates|QTHC]]</noinclude> 6din3ja1lref7h3bdtv62ycijm4dh1b 0 64 127 2019-03-19T14:07:57Z Greis>Michael 0 127 wikitext text/x-wiki <noinclude>=== TestQueryOutput === TestQueryOutput is an output template for Semantic MediaWiki '''ask''' queries. Specify it with the ''"template = " '' parameter. *This template supports the following query field parameters :*?# = the name of the wiki page (parameter 2, below) :*?shortname - (the short name of the wiki page, parameter 3, optional) :*?field_b - (parameter 4, optional) :*?field_c - (parameter 5, optional) The resulting list display looks like this: * link-to-wiki-page-as-shortname (field_b) - field_c </noinclude>[[{{{1}}}|{{#if: {{{2}}} |{{{2}}}|{{{1}}} }} ]] {{#if:{{{3|}}}|({{{3}}})|&nbsp; }} {{#if:{{{4|}}}| - {{{4}}}&nbsp; }}<noinclude>[[{{{1}}}|{{{2}}} ]] - 1 is {{{1}}}; 2 is {{{2}}}; 3 is {{{3}}}; 4 is {{{4}}}; 5 is {{{5}}}[[Category:Templates|ListQueryOutput]]</noinclude> e4z12uixnxx133oyzutyhouotrs45t0 128 127 2024-05-24T02:59:39Z Michael 1 1 revision imported 127 wikitext text/x-wiki <noinclude>=== TestQueryOutput === TestQueryOutput is an output template for Semantic MediaWiki '''ask''' queries. Specify it with the ''"template = " '' parameter. *This template supports the following query field parameters :*?# = the name of the wiki page (parameter 2, below) :*?shortname - (the short name of the wiki page, parameter 3, optional) :*?field_b - (parameter 4, optional) :*?field_c - (parameter 5, optional) The resulting list display looks like this: * link-to-wiki-page-as-shortname (field_b) - field_c </noinclude>[[{{{1}}}|{{#if: {{{2}}} |{{{2}}}|{{{1}}} }} ]] {{#if:{{{3|}}}|({{{3}}})|&nbsp; }} {{#if:{{{4|}}}| - {{{4}}}&nbsp; }}<noinclude>[[{{{1}}}|{{{2}}} ]] - 1 is {{{1}}}; 2 is {{{2}}}; 3 is {{{3}}}; 4 is {{{4}}}; 5 is {{{5}}}[[Category:Templates|ListQueryOutput]]</noinclude> e4z12uixnxx133oyzutyhouotrs45t0 0 65 129 2019-03-19T16:34:23Z Greis>Michael 0 Created page with "<includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTB_Test_CompletedProjects]]</noinclude>" 129 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTB_Test_CompletedProjects]]</noinclude> 9mzhzau8mofep8hwsdmbhg0p07d1bj8 130 129 2024-05-24T02:59:40Z Michael 1 1 revision imported 129 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTB_Test_CompletedProjects]]</noinclude> 9mzhzau8mofep8hwsdmbhg0p07d1bj8 0 66 131 2019-03-19T16:36:05Z Greis>Michael 0 Created page with "<includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} is 3 |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTBTestCompletedProjects]]</noinclude>" 131 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} is 3 |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTBTestCompletedProjects]]</noinclude> o5qhh8usxcj847rfg6726t8ucfipyx0 132 131 2024-05-24T02:59:40Z Michael 1 1 revision imported 131 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} is 3 |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTBTestCompletedProjects]]</noinclude> o5qhh8usxcj847rfg6726t8ucfipyx0 10 68 135 2024-05-24T03:07:37Z Michael 1 Created page with "<noinclude>=== <nowiki>Highlight Color: {{hc|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (#FBEFAB) - background; use "transparent" for none :<tt>ff=</tt> (inherit) - font family; use "monospace" for fixed space :<tt>sz=</tt> (inherit) - font size; specified in any valid form (e.g. 1.25em or 150%) </noinclude><includeonly><span style="color:{{{color|#a00000}}};..." 135 wikitext text/x-wiki <noinclude>=== <nowiki>Highlight Color: {{hc|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (#FBEFAB) - background; use "transparent" for none :<tt>ff=</tt> (inherit) - font family; use "monospace" for fixed space :<tt>sz=</tt> (inherit) - font size; specified in any valid form (e.g. 1.25em or 150%) </noinclude><includeonly><span style="color:{{{color|#a00000}}}; background-color:{{{bg|#FBEFAB}}}; font-weight: bold; font-family:{{{ff|inherit}}}; {{ #if: {{{ff|}}} |font-size:{{{sz|125%}}};|font-size:{{{sz|inherit}}}|}}">{{{1}}}{{{pt|}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|hc]]</noinclude> jqsq4tg1udk8p881noctoo5wxkg61xj 152 2018-01-02T22:30:41Z Greis>Michael 0 152 wikitext text/x-wiki <noinclude>=== <nowiki>Highlight Color: {{hc|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (#FBEFAB) - background; use "transparent" for none :<tt>ff=</tt> (inherit) - font family; use "monospace" for fixed space :<tt>sz=</tt> (inherit) - font size; specified in any valid form (e.g. 1.25em or 150%) </noinclude><includeonly><span style="color:{{{color|#a00000}}}; background-color:{{{bg|#FBEFAB}}}; font-weight: bold; font-family:{{{ff|inherit}}}; {{ #if: {{{ff|}}} |font-size:{{{sz|125%}}};|font-size:{{{sz|inherit}}}|}}">{{{1}}}{{{pt|}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|hc]]</noinclude> jqsq4tg1udk8p881noctoo5wxkg61xj 153 135 2024-05-24T04:17:47Z Michael 1 1 revision imported 135 wikitext text/x-wiki <noinclude>=== <nowiki>Highlight Color: {{hc|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (#FBEFAB) - background; use "transparent" for none :<tt>ff=</tt> (inherit) - font family; use "monospace" for fixed space :<tt>sz=</tt> (inherit) - font size; specified in any valid form (e.g. 1.25em or 150%) </noinclude><includeonly><span style="color:{{{color|#a00000}}}; background-color:{{{bg|#FBEFAB}}}; font-weight: bold; font-family:{{{ff|inherit}}}; {{ #if: {{{ff|}}} |font-size:{{{sz|125%}}};|font-size:{{{sz|inherit}}}|}}">{{{1}}}{{{pt|}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|hc]]</noinclude> jqsq4tg1udk8p881noctoo5wxkg61xj 10 69 136 2024-05-24T03:09:18Z Michael 1 Created page with "<noinclude>=== <nowiki>Highlight Color Transparent: {{hct|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (inherit - transparent) - background; to specify, use hex - e.g. #FBEFAB :<tt>ff=</tt> (inherit) - font family; use "monospace" for fixed space :<tt>sz=</tt> (inherit) - font size; specified in any valid form (e.g. 1.25em or 150%) </noinclude><includeonly><spa..." 136 wikitext text/x-wiki <noinclude>=== <nowiki>Highlight Color Transparent: {{hct|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (inherit - transparent) - background; to specify, use hex - e.g. #FBEFAB :<tt>ff=</tt> (inherit) - font family; use "monospace" for fixed space :<tt>sz=</tt> (inherit) - font size; specified in any valid form (e.g. 1.25em or 150%) </noinclude><includeonly><span style="color:{{{color|#a00000}}}; background-color:{{{bg|inherit}}}; font-weight: bold; font-family:{{{ff|inherit}}}; {{ #if: {{{ff|}}} |font-size:{{{sz|125%}}};|font-size:{{{sz|inherit}}}|}}">{{{1}}}{{{pt|}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|hct]]</noinclude> mvy6n2o2cuzb0cmi98e2nky5qxzd4lu 154 2018-01-02T22:31:45Z Greis>Michael 0 154 wikitext text/x-wiki <noinclude>=== <nowiki>Highlight Color Transparent: {{hct|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (inherit - transparent) - background; to specify, use hex - e.g. #FBEFAB :<tt>ff=</tt> (inherit) - font family; use "monospace" for fixed space :<tt>sz=</tt> (inherit) - font size; specified in any valid form (e.g. 1.25em or 150%) </noinclude><includeonly><span style="color:{{{color|#a00000}}}; background-color:{{{bg|inherit}}}; font-weight: bold; font-family:{{{ff|inherit}}}; {{ #if: {{{ff|}}} |font-size:{{{sz|125%}}};|font-size:{{{sz|inherit}}}|}}">{{{1}}}{{{pt|}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|hct]]</noinclude> mvy6n2o2cuzb0cmi98e2nky5qxzd4lu 155 136 2024-05-24T04:17:47Z Michael 1 1 revision imported 136 wikitext text/x-wiki <noinclude>=== <nowiki>Highlight Color Transparent: {{hct|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (inherit - transparent) - background; to specify, use hex - e.g. #FBEFAB :<tt>ff=</tt> (inherit) - font family; use "monospace" for fixed space :<tt>sz=</tt> (inherit) - font size; specified in any valid form (e.g. 1.25em or 150%) </noinclude><includeonly><span style="color:{{{color|#a00000}}}; background-color:{{{bg|inherit}}}; font-weight: bold; font-family:{{{ff|inherit}}}; {{ #if: {{{ff|}}} |font-size:{{{sz|125%}}};|font-size:{{{sz|inherit}}}|}}">{{{1}}}{{{pt|}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|hct]]</noinclude> mvy6n2o2cuzb0cmi98e2nky5qxzd4lu 10 70 137 2024-05-24T03:15:03Z Michael 1 Created page with "<includeonly><div id="mw-customcollapsible-0" class="mw-collapsible mw-collapsed" style="margin-left:10%; margin-right:10%; background-color: #f0f0f0;">{{#if:{{{1|}}}|{{{1}}}|Archive Material}}<div class="mw-collapsible-content"><br /><hr /><div style="background-color: #fbf0cc;"></includeonly><noinclude>[[Category:General and Workflow Templates|Hidden]]</noinclude>" 137 wikitext text/x-wiki <includeonly><div id="mw-customcollapsible-0" class="mw-collapsible mw-collapsed" style="margin-left:10%; margin-right:10%; background-color: #f0f0f0;">{{#if:{{{1|}}}|{{{1}}}|Archive Material}}<div class="mw-collapsible-content"><br /><hr /><div style="background-color: #fbf0cc;"></includeonly><noinclude>[[Category:General and Workflow Templates|Hidden]]</noinclude> fiwp7f1yf7fpnrfnrq7zacpwqvioe2m 142 2017-03-02T18:43:38Z Greis>Michael 0 142 wikitext text/x-wiki <includeonly><div id="mw-customcollapsible-0" class="mw-collapsible mw-collapsed" style="margin-left:10%; margin-right:10%; background-color: #f0f0f0;">{{#if:{{{1|}}}|{{{1}}}|Archive Material}}<div class="mw-collapsible-content"><br /><hr /><div style="background-color: #fbf0cc;"></includeonly><noinclude>[[Category:General and Workflow Templates|Hidden]]</noinclude> fiwp7f1yf7fpnrfnrq7zacpwqvioe2m 143 137 2024-05-24T04:15:20Z Michael 1 1 revision imported 137 wikitext text/x-wiki <includeonly><div id="mw-customcollapsible-0" class="mw-collapsible mw-collapsed" style="margin-left:10%; margin-right:10%; background-color: #f0f0f0;">{{#if:{{{1|}}}|{{{1}}}|Archive Material}}<div class="mw-collapsible-content"><br /><hr /><div style="background-color: #fbf0cc;"></includeonly><noinclude>[[Category:General and Workflow Templates|Hidden]]</noinclude> fiwp7f1yf7fpnrfnrq7zacpwqvioe2m 10 71 138 2024-05-24T03:17:23Z Michael 1 Created page with "<includeonly></div><hr /></div></div></includeonly><noinclude>[[Category:General and Workflow Templates|Hidden]]</noinclude>" 138 wikitext text/x-wiki <includeonly></div><hr /></div></div></includeonly><noinclude>[[Category:General and Workflow Templates|Hidden]]</noinclude> 98mfugob86rvc1s6816d7k9pq9g2mtx 146 2017-03-02T18:43:14Z Greis>Michael 0 146 wikitext text/x-wiki <includeonly></div><hr /></div></div></includeonly><noinclude>[[Category:General and Workflow Templates|Hidden]]</noinclude> 98mfugob86rvc1s6816d7k9pq9g2mtx 147 138 2024-05-24T04:15:20Z Michael 1 1 revision imported 138 wikitext text/x-wiki <includeonly></div><hr /></div></div></includeonly><noinclude>[[Category:General and Workflow Templates|Hidden]]</noinclude> 98mfugob86rvc1s6816d7k9pq9g2mtx 14 72 139 2024-05-24T04:06:58Z Michael 1 Created blank page 139 wikitext text/x-wiki phoiac9h4m842xq45sp7s6u21eteeq1 294 2017-03-02T18:20:16Z Greis>Michael 0 Created page with "This is a sub-category of templates[[Category:Templates]]. These are general use templates which may be used/useful on any page, as well as workflow-related templates." 294 wikitext text/x-wiki This is a sub-category of templates[[Category:Templates]]. These are general use templates which may be used/useful on any page, as well as workflow-related templates. qs1gcavhfknejg1uxrg8z58h8xdl2zu 295 139 2024-05-24T04:25:48Z Michael 1 1 revision imported 139 wikitext text/x-wiki phoiac9h4m842xq45sp7s6u21eteeq1 14 73 140 2024-05-24T04:07:18Z Michael 1 Created blank page 140 wikitext text/x-wiki phoiac9h4m842xq45sp7s6u21eteeq1 270 2017-03-02T18:17:05Z Greis>Michael 0 270 wikitext text/x-wiki This is a sub-category of [[Category:Templates]] templates. It is used to categorize templates that provide text formatting and highlighting features. jwy0nk3wdt5iuwofaq67p7kk06txan6 271 140 2024-05-24T04:25:48Z Michael 1 1 revision imported 140 wikitext text/x-wiki phoiac9h4m842xq45sp7s6u21eteeq1 14 74 141 2024-05-24T04:11:17Z Michael 1 Created blank page 141 wikitext text/x-wiki phoiac9h4m842xq45sp7s6u21eteeq1 10 75 144 2017-03-02T18:45:46Z Greis>Michael 0 144 wikitext text/x-wiki <div style="clear: {{{clear|both}}}; margin-bottom: .5em; float: {{{align|none}}}; {{#ifeq: {{lc:{{{align|}}}}} | right | margin-left:2.5em; | {{#ifeq: {{lc:{{{align|}}}}} | left | margin-right:2.5em; | <!-- align=none --> }} }} width: {{{width|auto}}};" {{#if:{{{limit|}}}|class="toclimit-{{{limit|}}}"}}>__TOC__</div><noinclude> [[Category:General and Workflow Templates|{{PAGENAME}}]] </noinclude> ma8qsir9mbrr0df693imkynb41g6j2m 145 144 2024-05-24T04:15:20Z Michael 1 1 revision imported 144 wikitext text/x-wiki <div style="clear: {{{clear|both}}}; margin-bottom: .5em; float: {{{align|none}}}; {{#ifeq: {{lc:{{{align|}}}}} | right | margin-left:2.5em; | {{#ifeq: {{lc:{{{align|}}}}} | left | margin-right:2.5em; | <!-- align=none --> }} }} width: {{{width|auto}}};" {{#if:{{{limit|}}}|class="toclimit-{{{limit|}}}"}}>__TOC__</div><noinclude> [[Category:General and Workflow Templates|{{PAGENAME}}]] </noinclude> ma8qsir9mbrr0df693imkynb41g6j2m 10 76 148 2017-08-25T15:30:15Z Greis>Michael 0 148 wikitext text/x-wiki <noinclude>=== <nowiki>Color: {{color|</nowiki><tt>''#aaaaaa''</tt>|''text to highlight''<nowiki>}}</nowiki> === '''This template has been superseded by template hct''' (highlight color transparent). :*It is kept for backward compatibility as there are many instances of it in the wiki. :*This template changes <u>only</u> the color Positional parameters (default): :<tt>color</tt> (#a00000) - text color :<tt>text to highlight (none)</tt></noinclude><span style="color:{{ #if: {{{1}}} |{{{1}}}|#a00000}};">{{{2}}}</span><noinclude>[[Category:Text Highlighting Templates|color]]</noinclude> lgsir6ave0rnmrhh50ibogxellq2u79 149 148 2024-05-24T04:17:47Z Michael 1 1 revision imported 148 wikitext text/x-wiki <noinclude>=== <nowiki>Color: {{color|</nowiki><tt>''#aaaaaa''</tt>|''text to highlight''<nowiki>}}</nowiki> === '''This template has been superseded by template hct''' (highlight color transparent). :*It is kept for backward compatibility as there are many instances of it in the wiki. :*This template changes <u>only</u> the color Positional parameters (default): :<tt>color</tt> (#a00000) - text color :<tt>text to highlight (none)</tt></noinclude><span style="color:{{ #if: {{{1}}} |{{{1}}}|#a00000}};">{{{2}}}</span><noinclude>[[Category:Text Highlighting Templates|color]]</noinclude> lgsir6ave0rnmrhh50ibogxellq2u79 10 77 150 2017-08-25T15:16:57Z Greis>Michael 0 150 wikitext text/x-wiki <noinclude>=== <nowiki>{{hfn|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === '''This template has been superseded by template hct''' - maintained for backward compatibility. :*Remove when all uses of it have been replaced. Optional parameters (default value): :<tt>color=</tt> (#a000000) - text color :<tt>bg=</tt> (#FBEFAB) - background; use "transparent" for none :<tt>ff=</tt> (inherit) - font family; use "monospace" for fixed space </noinclude><includeonly><span style="color:{{{color|#a00000}}}; background-color:{{{bg|#FBEFAB}}}; font-weight:bold ; font-family:{{{ff|inherit}}}">{{{1}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|hfn]]</noinclude> exm2j4i0aa6ybjfdyo17tyfasprj5ms 151 150 2024-05-24T04:17:47Z Michael 1 1 revision imported 150 wikitext text/x-wiki <noinclude>=== <nowiki>{{hfn|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === '''This template has been superseded by template hct''' - maintained for backward compatibility. :*Remove when all uses of it have been replaced. Optional parameters (default value): :<tt>color=</tt> (#a000000) - text color :<tt>bg=</tt> (#FBEFAB) - background; use "transparent" for none :<tt>ff=</tt> (inherit) - font family; use "monospace" for fixed space </noinclude><includeonly><span style="color:{{{color|#a00000}}}; background-color:{{{bg|#FBEFAB}}}; font-weight:bold ; font-family:{{{ff|inherit}}}">{{{1}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|hfn]]</noinclude> exm2j4i0aa6ybjfdyo17tyfasprj5ms 10 78 156 2017-06-19T18:09:50Z Greis>Michael 0 156 wikitext text/x-wiki <includeonly></span></includeonly><noinclude>[[Category:Text Highlighting Templates|CloseFade]]</noinclude> 5dc6z6q68wdp0dbhbftreg893rglt39 157 156 2024-05-24T04:17:48Z Michael 1 1 revision imported 156 wikitext text/x-wiki <includeonly></span></includeonly><noinclude>[[Category:Text Highlighting Templates|CloseFade]]</noinclude> 5dc6z6q68wdp0dbhbftreg893rglt39 10 79 158 2017-06-19T18:09:35Z Greis>Michael 0 158 wikitext text/x-wiki <includeonly><span style="color:{{{color|#b4b4b4}}};"></includeonly><noinclude>[[Category:Text Highlighting Templates|OpenFade]]</noinclude> anx63rk7sk7tryvmq5yyclb8c9fk2v7 159 158 2024-05-24T04:17:48Z Michael 1 1 revision imported 158 wikitext text/x-wiki <includeonly><span style="color:{{{color|#b4b4b4}}};"></includeonly><noinclude>[[Category:Text Highlighting Templates|OpenFade]]</noinclude> anx63rk7sk7tryvmq5yyclb8c9fk2v7 10 80 160 2017-08-25T15:12:05Z Greis>Michael 0 160 wikitext text/x-wiki <noinclude>=== <nowiki>OpenLarger: {{OpenLarger|</nowiki><tt>''text-size''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :text-size (1.25em) - can be any valid CSS font-size parameter </noinclude><includeonly><div style="font-size: {{#if:{{{1|}}}|{{{1}}}|1.25em}};"></includeonly><noinclude>[[Category:Text Highlighting Templates|OpenLarger]]</noinclude> g41n8f16uagb4t7t2v8qzyqh0yubg0u 161 160 2024-05-24T04:17:48Z Michael 1 1 revision imported 160 wikitext text/x-wiki <noinclude>=== <nowiki>OpenLarger: {{OpenLarger|</nowiki><tt>''text-size''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :text-size (1.25em) - can be any valid CSS font-size parameter </noinclude><includeonly><div style="font-size: {{#if:{{{1|}}}|{{{1}}}|1.25em}};"></includeonly><noinclude>[[Category:Text Highlighting Templates|OpenLarger]]</noinclude> g41n8f16uagb4t7t2v8qzyqh0yubg0u 10 81 162 2017-08-25T15:13:01Z Greis>Michael 0 162 wikitext text/x-wiki <noinclude>=== <nowiki>CloseLarger: {{CloseLarger}}</nowiki> === Optional parameters (default value): :None </noinclude><includeonly></div></includeonly><noinclude>[[Category:Text Highlighting Templates|CloseLarger]]</noinclude> 3iij9p9v4cz31xgz7j0kfvwvaqo0c6f 163 162 2024-05-24T04:17:48Z Michael 1 1 revision imported 162 wikitext text/x-wiki <noinclude>=== <nowiki>CloseLarger: {{CloseLarger}}</nowiki> === Optional parameters (default value): :None </noinclude><includeonly></div></includeonly><noinclude>[[Category:Text Highlighting Templates|CloseLarger]]</noinclude> 3iij9p9v4cz31xgz7j0kfvwvaqo0c6f 10 82 164 2017-12-11T15:12:56Z Greis>Michael 0 164 wikitext text/x-wiki <noinclude>=== <nowiki>Monospace: {{mm|</nowiki><tt>''text to monospace''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (inherit - transparent) - background; to specify, use hex - e.g. #FBEFAB :<tt>ff=</tt> (monospace) - font family :<tt>sz=</tt> (1.25) - font size; specified in ems - e.g. 1.25em </noinclude><includeonly><span style="color:{{{color|inherit}}}; background-color:{{{bg|inherit}}}; font-weight: normal; font-family:{{{ff|monospace}}}; font-size:{{{sz|1.25em}}};">{{{1}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|mm]]</noinclude> k0dcabomiux7nm6nlo6k9mw4c6b5g4i 165 164 2024-05-24T04:17:48Z Michael 1 1 revision imported 164 wikitext text/x-wiki <noinclude>=== <nowiki>Monospace: {{mm|</nowiki><tt>''text to monospace''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (inherit - transparent) - background; to specify, use hex - e.g. #FBEFAB :<tt>ff=</tt> (monospace) - font family :<tt>sz=</tt> (1.25) - font size; specified in ems - e.g. 1.25em </noinclude><includeonly><span style="color:{{{color|inherit}}}; background-color:{{{bg|inherit}}}; font-weight: normal; font-family:{{{ff|monospace}}}; font-size:{{{sz|1.25em}}};">{{{1}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|mm]]</noinclude> k0dcabomiux7nm6nlo6k9mw4c6b5g4i 10 83 166 2017-12-11T15:14:10Z Greis>Michael 0 166 wikitext text/x-wiki <noinclude>=== <nowiki>Monospace Bold: {{mmb|</nowiki><tt>''text to monospace bold''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (inherit - transparent) - background; to specify, use hex - e.g. #FBEFAB :<tt>ff=</tt> (monospace) - font family :<tt>sz=</tt> (1.25) - font size; specified in ems - e.g. 1.25em </noinclude><includeonly><span style="color:{{{color|inherit}}}; background-color:{{{bg|inherit}}}; font-weight: bold; font-family:{{{ff|monospace}}}; font-size:{{{sz|1.25em}}};">{{{1}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|mmb]]</noinclude> t0tky6pv5ejy94uiz5wikz33znwv4f3 167 166 2024-05-24T04:17:48Z Michael 1 1 revision imported 166 wikitext text/x-wiki <noinclude>=== <nowiki>Monospace Bold: {{mmb|</nowiki><tt>''text to monospace bold''</tt><nowiki>}}</nowiki> === Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (inherit - transparent) - background; to specify, use hex - e.g. #FBEFAB :<tt>ff=</tt> (monospace) - font family :<tt>sz=</tt> (1.25) - font size; specified in ems - e.g. 1.25em </noinclude><includeonly><span style="color:{{{color|inherit}}}; background-color:{{{bg|inherit}}}; font-weight: bold; font-family:{{{ff|monospace}}}; font-size:{{{sz|1.25em}}};">{{{1}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|mmb]]</noinclude> t0tky6pv5ejy94uiz5wikz33znwv4f3 10 84 168 2018-01-25T15:07:49Z Greis>Michael 0 168 wikitext text/x-wiki <noinclude>=== <nowiki>Highlight Color Monospace: {{hcm|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === *font family is set to '''monospace''' and font-size is set to '''125%''' *use template '''hct''' for control over all parameters Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (inherit - transparent) - background; to specify, use hex - e.g. #FBEFAB :<tt>ff=</tt> (monospace) - font family :<tt>sz=</tt> (1.25) - font size; specified in any valid form (e.g. 1.25em or 150%) </noinclude><includeonly><span style="color:{{{color|#000000}}}; background-color:inherit; font-weight: bold; font-family:monospace; font-size:125%;">{{{1}}}{{{pt|}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|hcm]]</noinclude> 2sx9jiasjirrhk0h7tqudpga5xh57wm 169 168 2024-05-24T04:17:48Z Michael 1 1 revision imported 168 wikitext text/x-wiki <noinclude>=== <nowiki>Highlight Color Monospace: {{hcm|</nowiki><tt>''text to highlight''</tt><nowiki>}}</nowiki> === *font family is set to '''monospace''' and font-size is set to '''125%''' *use template '''hct''' for control over all parameters Optional parameters (default value): :<tt>color=</tt> (#a00000) - text color :<tt>bg=</tt> (inherit - transparent) - background; to specify, use hex - e.g. #FBEFAB :<tt>ff=</tt> (monospace) - font family :<tt>sz=</tt> (1.25) - font size; specified in any valid form (e.g. 1.25em or 150%) </noinclude><includeonly><span style="color:{{{color|#000000}}}; background-color:inherit; font-weight: bold; font-family:monospace; font-size:125%;">{{{1}}}{{{pt|}}}</span></includeonly><noinclude>[[Category:Text Highlighting Templates|hcm]]</noinclude> 2sx9jiasjirrhk0h7tqudpga5xh57wm 10 85 170 2017-01-26T04:01:43Z Greis>Michael 0 170 wikitext text/x-wiki |-align="center" style="line-height:100%" |align="left" style="color:blue;" | '''[[#{{{1}}}|{{{1}}}]]''' |style="color:green;" | {{{2}}} | {{{3}}} | {{{4}}} | {{ #if: {{{5}}} | [mailto:{{{5}}} {{{5}}}] | }} | {{{6}}} |style="color:red;" | {{ #if: {{{7}}} |'''[[#{{{1}}}|{{{7}}}]]''' | &nbsp; }} <noinclude>[[Category:table Templates|OC1]]</noinclude> fqdf1nh0r9ghmu0elba9aezbu0cl98t 171 170 2024-05-24T04:25:46Z Michael 1 1 revision imported 170 wikitext text/x-wiki |-align="center" style="line-height:100%" |align="left" style="color:blue;" | '''[[#{{{1}}}|{{{1}}}]]''' |style="color:green;" | {{{2}}} | {{{3}}} | {{{4}}} | {{ #if: {{{5}}} | [mailto:{{{5}}} {{{5}}}] | }} | {{{6}}} |style="color:red;" | {{ #if: {{{7}}} |'''[[#{{{1}}}|{{{7}}}]]''' | &nbsp; }} <noinclude>[[Category:table Templates|OC1]]</noinclude> fqdf1nh0r9ghmu0elba9aezbu0cl98t 10 86 172 2017-01-26T04:02:14Z Greis>Michael 0 172 wikitext text/x-wiki |-align="center" style="line-height:100%" |align="left" style="color:blue;" | '''{{{1}}}''' | {{{2}}} | {{{3}}} | [mailto:{{{4}}} {{{4}}}] <noinclude>[[Category:Table Templates|OC2]]</noinclude> 062i00xiizgv935a59sjabt82jf2wg3 173 172 2024-05-24T04:25:47Z Michael 1 1 revision imported 172 wikitext text/x-wiki |-align="center" style="line-height:100%" |align="left" style="color:blue;" | '''{{{1}}}''' | {{{2}}} | {{{3}}} | [mailto:{{{4}}} {{{4}}}] <noinclude>[[Category:Table Templates|OC2]]</noinclude> 062i00xiizgv935a59sjabt82jf2wg3 10 87 174 2017-01-26T04:03:04Z Greis>Michael 0 174 wikitext text/x-wiki |-align="left" |align="center" style="color:red;" | <span style="display:none">{{{2}}}</span>'''{{{6}}}''' |[[{{{1}}} {{{2}}}|{{{1}}} {{{2}}}]] |{{{3}}} |align="center" style="color:green;" | {{{5}}} | valign="center" | {{{4}}} <noinclude>[[Category:Table Templates|CC]]</noinclude> fxi0gfph3d8u2ldsxzm2j6nrkf9tnkc 175 174 2024-05-24T04:25:47Z Michael 1 1 revision imported 174 wikitext text/x-wiki |-align="left" |align="center" style="color:red;" | <span style="display:none">{{{2}}}</span>'''{{{6}}}''' |[[{{{1}}} {{{2}}}|{{{1}}} {{{2}}}]] |{{{3}}} |align="center" style="color:green;" | {{{5}}} | valign="center" | {{{4}}} <noinclude>[[Category:Table Templates|CC]]</noinclude> fxi0gfph3d8u2ldsxzm2j6nrkf9tnkc 10 88 176 2017-01-26T04:11:52Z Greis>Michael 0 176 wikitext text/x-wiki |-align="left" |[[is a member of::{{{1}}}]] |{{#show: {{{1}}} | ?works for}} |align="center"|{{#show: {{{1}}} | ?Contact work phone}} |align="center"|{{#show: {{{1}}} | ?contact email}} <noinclude>[[Category:Table Templates|ContactTableEntry]]</noinclude> 74g51qf8wmc1sdpl7tpdj2gsekcv56w 177 176 2024-05-24T04:25:47Z Michael 1 1 revision imported 176 wikitext text/x-wiki |-align="left" |[[is a member of::{{{1}}}]] |{{#show: {{{1}}} | ?works for}} |align="center"|{{#show: {{{1}}} | ?Contact work phone}} |align="center"|{{#show: {{{1}}} | ?contact email}} <noinclude>[[Category:Table Templates|ContactTableEntry]]</noinclude> 74g51qf8wmc1sdpl7tpdj2gsekcv56w 10 89 178 2014-04-10T17:24:49Z Greis>Michael 0 Created page with "== Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | N..." 178 wikitext text/x-wiki == Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content rows --> {{ContactTableEntry|Noel Friedman}} {{ContactTableEntry|Nate Riley}} {{ContactTableEntry|Shana Sissel}} {{ContactTableEntry|Michael Greis}} {{ContactTableEntry|Christine Tschudy}} {{ContactTableEntry|Eric Uchida Henderson}} {{ContactTableEntry|Matt Ristuccia}} <!-- End of table --> |} <noinclude>[[Category:Blank Templates|ContactTableEntry]]</noinclude> fqv1qi29fwg8dfhuck2sy56ha3vv68y 179 178 2024-05-24T04:25:47Z Michael 1 1 revision imported 178 wikitext text/x-wiki == Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content rows --> {{ContactTableEntry|Noel Friedman}} {{ContactTableEntry|Nate Riley}} {{ContactTableEntry|Shana Sissel}} {{ContactTableEntry|Michael Greis}} {{ContactTableEntry|Christine Tschudy}} {{ContactTableEntry|Eric Uchida Henderson}} {{ContactTableEntry|Matt Ristuccia}} <!-- End of table --> |} <noinclude>[[Category:Blank Templates|ContactTableEntry]]</noinclude> fqv1qi29fwg8dfhuck2sy56ha3vv68y 0 90 180 2016-04-21T19:58:31Z Greis>Michael 0 180 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Company|000 000-0000|email@company.com|Title|LinkedIn}} *Networking:[[networking::regular]] === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *Source and date ---- [[Category:People|LastName]] <noinclude>[[Category:Blank Templates|People/Blank Template]]</noinclude> lf3yy87eh3z68wsy7xtacixsn510x6j 181 180 2024-05-24T04:25:47Z Michael 1 1 revision imported 180 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Company|000 000-0000|email@company.com|Title|LinkedIn}} *Networking:[[networking::regular]] === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *Source and date ---- [[Category:People|LastName]] <noinclude>[[Category:Blank Templates|People/Blank Template]]</noinclude> lf3yy87eh3z68wsy7xtacixsn510x6j 0 91 182 2014-04-10T17:29:06Z Greis>Michael 0 182 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> Provide link to company web site and short description of what the company does :*Use lists for key items {{Organizational Connections}} ---- [[Category:Companies]] <noinclude>[[Category:Blank Templates|Companies]]</noinclude> 8dnhd8w68v2q8eqtra1kk923nm17o42 183 182 2024-05-24T04:25:47Z Michael 1 1 revision imported 182 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> Provide link to company web site and short description of what the company does :*Use lists for key items {{Organizational Connections}} ---- [[Category:Companies]] <noinclude>[[Category:Blank Templates|Companies]]</noinclude> 8dnhd8w68v2q8eqtra1kk923nm17o42 10 92 184 2014-04-10T17:30:20Z Greis>Michael 0 184 wikitext text/x-wiki border="1" cellpadding="4" cellspacing="0" class="sortable" style="border:\#c9c9c9 1px solid; margin: 1em 1em 1em 0; border-collapse: collapse;" <noinclude>[[Category:Blank Templates|table]]</noinclude> e3n28zmvwbs4gtgcxz1wh9gdi0r7w7n 185 184 2024-05-24T04:25:47Z Michael 1 1 revision imported 184 wikitext text/x-wiki border="1" cellpadding="4" cellspacing="0" class="sortable" style="border:\#c9c9c9 1px solid; margin: 1em 1em 1em 0; border-collapse: collapse;" <noinclude>[[Category:Blank Templates|table]]</noinclude> e3n28zmvwbs4gtgcxz1wh9gdi0r7w7n 10 93 186 2014-04-25T16:31:57Z Greis>Michael 0 186 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> <!-- This template should be transcluded at the bottom of any University page created --> <!-- --> <!-- As of 2014-04-25, use "entity of" property for centers, schools and departments when creating those pages --> <!-- That removes the requirement for creating university department/center pages as sub-pages --> <!-- <subpages page=''{{PAGENAME}}'' showpage="no" default="No wiki pages" /> --> <!-- Can still do so for clarity --> == Centers, Schools, Departments == {{#ask: [[entity of::{{PAGENAME}}]] | ?# = None | ?shortname = | template = ListQueryOutput | link = no | format = ul | columns = 1 }} == Faculty and staff == {{#ask: [[works for::{{PAGENAME}}]] | mainlabel = Alumni | ?works for = Company | ?was on board of = Boards - Past | ?is on board of = Boards - Present }} == Alumni == {{#ask: [[alumnus of::{{PAGENAME}}]] | mainlabel = Alumni | ?works for = Company | ?was on board of = Boards - Past | ?is on board of = Boards - Present }} == Activities, Connections and References == {{#ask: [[referenced::{{PAGENAME}}]] | mainlabel = Activity | ?activity type = Activity Type | ?event date = Date }} ---- [[Category:Universities]] <noinclude>[[Category:Blank Templates|University]]</noinclude> 2my9d8sb1vwjyfp4ek96w1rscuf59q4 187 186 2024-05-24T04:25:47Z Michael 1 1 revision imported 186 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> <!-- This template should be transcluded at the bottom of any University page created --> <!-- --> <!-- As of 2014-04-25, use "entity of" property for centers, schools and departments when creating those pages --> <!-- That removes the requirement for creating university department/center pages as sub-pages --> <!-- <subpages page=''{{PAGENAME}}'' showpage="no" default="No wiki pages" /> --> <!-- Can still do so for clarity --> == Centers, Schools, Departments == {{#ask: [[entity of::{{PAGENAME}}]] | ?# = None | ?shortname = | template = ListQueryOutput | link = no | format = ul | columns = 1 }} == Faculty and staff == {{#ask: [[works for::{{PAGENAME}}]] | mainlabel = Alumni | ?works for = Company | ?was on board of = Boards - Past | ?is on board of = Boards - Present }} == Alumni == {{#ask: [[alumnus of::{{PAGENAME}}]] | mainlabel = Alumni | ?works for = Company | ?was on board of = Boards - Past | ?is on board of = Boards - Present }} == Activities, Connections and References == {{#ask: [[referenced::{{PAGENAME}}]] | mainlabel = Activity | ?activity type = Activity Type | ?event date = Date }} ---- [[Category:Universities]] <noinclude>[[Category:Blank Templates|University]]</noinclude> 2my9d8sb1vwjyfp4ek96w1rscuf59q4 0 94 188 2015-01-13T17:57:26Z Greis>Michael 0 188 wikitext text/x-wiki {{#subobject: | poTitle=Publication Title | poAuthor= | poType= | poDate=2014 }} <!-- Enter filename if uploaded or a title/text description if not --> [[Media:ESG Governance Manual.pdf|ESG Factors at Listed Companies]]<ref name="RefName"> {{cite journal |date=2014 |title=Publication Title |journal=CFA Institute Centre Publications |volume= |issue= |pages= |doi {10.2469/ccb.v2008.n2.1}, |url= |isbn=978-1-932495-78-2 }} </ref> ---- References: <references/> <noinclude>[[Category:Blank Templates|Publications/Blank Template]]</noinclude> <!-- Select appropriate category and delete others [[Category:Audio]] [[Category:Book]] [[Category:Journal Article]] [[Category:Video]] [[Category:Webinar]] [[Category:White Paper]] --> a5l4p7tujuh9ajlx93fq1tclmwcuvit 189 188 2024-05-24T04:25:47Z Michael 1 1 revision imported 188 wikitext text/x-wiki {{#subobject: | poTitle=Publication Title | poAuthor= | poType= | poDate=2014 }} <!-- Enter filename if uploaded or a title/text description if not --> [[Media:ESG Governance Manual.pdf|ESG Factors at Listed Companies]]<ref name="RefName"> {{cite journal |date=2014 |title=Publication Title |journal=CFA Institute Centre Publications |volume= |issue= |pages= |doi {10.2469/ccb.v2008.n2.1}, |url= |isbn=978-1-932495-78-2 }} </ref> ---- References: <references/> <noinclude>[[Category:Blank Templates|Publications/Blank Template]]</noinclude> <!-- Select appropriate category and delete others [[Category:Audio]] [[Category:Book]] [[Category:Journal Article]] [[Category:Video]] [[Category:Webinar]] [[Category:White Paper]] --> a5l4p7tujuh9ajlx93fq1tclmwcuvit 10 95 190 2014-04-18T20:46:12Z Greis>Michael 0 Created page with "{{cite book |last=Stowe |first=John |coauthors=Thomas Robinson, Jerald Pinto and Dennis McLeavey |title=Analysis of Equity Investments:Valuation |origdate= |origyear= |..." 190 wikitext text/x-wiki {{cite book |last=Stowe |first=John |coauthors=Thomas Robinson, Jerald Pinto and Dennis McLeavey |title=Analysis of Equity Investments:Valuation |origdate= |origyear= |origmonth= |url= |format= |accessdate= |accessyear= |accessmonth= |edition= |series= |date= |year= 2002 |month= |publisher= Association of Investment Management and Research |location= Charlottesville, VA |language= |isbn= 0-935015-76-0 |oclc= |doi= |id= |pages= |chapter= |chapterurl= |quote= }} ---- References: <references/> <noinclude>[[Category:Blank Templates|Publications/BlankBookTemplate]]</noinclude> ka9ddt4upxlkxptqvkmtuckqiejekkr 191 190 2024-05-24T04:25:47Z Michael 1 1 revision imported 190 wikitext text/x-wiki {{cite book |last=Stowe |first=John |coauthors=Thomas Robinson, Jerald Pinto and Dennis McLeavey |title=Analysis of Equity Investments:Valuation |origdate= |origyear= |origmonth= |url= |format= |accessdate= |accessyear= |accessmonth= |edition= |series= |date= |year= 2002 |month= |publisher= Association of Investment Management and Research |location= Charlottesville, VA |language= |isbn= 0-935015-76-0 |oclc= |doi= |id= |pages= |chapter= |chapterurl= |quote= }} ---- References: <references/> <noinclude>[[Category:Blank Templates|Publications/BlankBookTemplate]]</noinclude> ka9ddt4upxlkxptqvkmtuckqiejekkr 0 96 192 2015-01-13T20:45:02Z Greis>Michael 0 192 wikitext text/x-wiki {{#subobject: | poTitle=Publication Title | poAuthor= | poType=Journal Article | poDate=2014 | poFormat=Journal|Paper|Digital|Web|Wiki }} {{ShowPubSubObjectData}} <!-- Enter filename if uploaded or a title/text description if not --> [[Media:ESG Governance Manual.pdf|ESG Factors at Listed Companies]]<ref name="RefName"> {{cite journal |date=2014 |title=Publication Title |journal=CFA Institute Centre Publications |volume= |issue= |pages= |doi {10.2469/ccb.v2008.n2.1}, |url= |isbn=978-1-932495-78-2 }} </ref> ---- References: <references/> [[Category:Journal Article]] <noinclude>[[Category:Blank Templates|Publications/Journal Template]]</noinclude> nggfi68sbaqpah3xjaqx8ky776r1sz3 193 192 2024-05-24T04:25:47Z Michael 1 1 revision imported 192 wikitext text/x-wiki {{#subobject: | poTitle=Publication Title | poAuthor= | poType=Journal Article | poDate=2014 | poFormat=Journal|Paper|Digital|Web|Wiki }} {{ShowPubSubObjectData}} <!-- Enter filename if uploaded or a title/text description if not --> [[Media:ESG Governance Manual.pdf|ESG Factors at Listed Companies]]<ref name="RefName"> {{cite journal |date=2014 |title=Publication Title |journal=CFA Institute Centre Publications |volume= |issue= |pages= |doi {10.2469/ccb.v2008.n2.1}, |url= |isbn=978-1-932495-78-2 }} </ref> ---- References: <references/> [[Category:Journal Article]] <noinclude>[[Category:Blank Templates|Publications/Journal Template]]</noinclude> nggfi68sbaqpah3xjaqx8ky776r1sz3 0 97 194 2014-06-06T17:02:22Z Greis>Michael 0 194 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- The #show: code below will insert the person's current title and company on this page. If those values should remain static (what they are when the page is created), replace the #show code with the current title and company. --> '''[[contributed to::{{SUBPAGENAME}}]]''', {{#show: {{SUBPAGENAME}} | ?title }} at ''' {{#show: {{SUBPAGENAME}} | ?company }} '''. Interviewed on [[event date::2014-05-30]] <u>Consider yourself long-term investor?</u> <u>What aspects of investment process most indicative of long-term approach?</u> <u>Incorporate sustainability into investment decisions?</u> <u>Biggest challenge to using sustainability in investment decisions?</u> <u>Value of Scenario Analysis</u> <u>Industry analysis</u> <u>Management Quality</u> <u>Concluding observations?</u> ---- <noinclude>[[Category:Blank Templates|LSSInterviewBlankTemplate]]</noinclude> selmywk0245po3umc10hbsbuxhcow3q 195 194 2024-05-24T04:25:47Z Michael 1 1 revision imported 194 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- The #show: code below will insert the person's current title and company on this page. If those values should remain static (what they are when the page is created), replace the #show code with the current title and company. --> '''[[contributed to::{{SUBPAGENAME}}]]''', {{#show: {{SUBPAGENAME}} | ?title }} at ''' {{#show: {{SUBPAGENAME}} | ?company }} '''. Interviewed on [[event date::2014-05-30]] <u>Consider yourself long-term investor?</u> <u>What aspects of investment process most indicative of long-term approach?</u> <u>Incorporate sustainability into investment decisions?</u> <u>Biggest challenge to using sustainability in investment decisions?</u> <u>Value of Scenario Analysis</u> <u>Industry analysis</u> <u>Management Quality</u> <u>Concluding observations?</u> ---- <noinclude>[[Category:Blank Templates|LSSInterviewBlankTemplate]]</noinclude> selmywk0245po3umc10hbsbuxhcow3q 0 98 196 2015-01-13T20:42:37Z Greis>Michael 0 196 wikitext text/x-wiki {{#subobject: | poTitle=Principles of Carbon Finance | poAuthor=Francisco Ascui | poAuthor=Sven Ruedddigkeit | poAuthor=Andreas Hoepner | poAuthor=Moritz Wiesel | poType=Book | poDate=2014 | poFormat=Book|Digital|Web }} {{ShowPubSubObjectData}} The Principles of Carbon Finance<ref name="book"> {{cite book |last=Ascui |first=Francisco |coauthors=Sven Ruedddigkeit, Andreas Hoepner and Moritz Wiesel |title=Principles of Carbon Finance |origdate= |origyear= |origmonth= |url=http://www.amazon.com/Principles-Carbon-Finance-Wiley/dp/1119941768/ref=sr_1_1?s=books&ie=UTF8&qid=1401482889&sr=1-1 |format=Hardcover |accessdate= |accessyear= |accessmonth= |edition= |series= |date=June 30, 2014 |year= |month= |publisher=Wiley |location= |language= |isbn=978-1119941767 |oclc= |doi= |id= |pages= |chapter= |chapterurl= |quote= }} </ref> ---- Publication information: <references/> [[Category:Book|Principles]] <noinclude>[[Category:Blank Templates|Publications/Book Template]]</noinclude> 0oavflx5fxyz4dmocc1jqvnmid2rd1q 197 196 2024-05-24T04:25:47Z Michael 1 1 revision imported 196 wikitext text/x-wiki {{#subobject: | poTitle=Principles of Carbon Finance | poAuthor=Francisco Ascui | poAuthor=Sven Ruedddigkeit | poAuthor=Andreas Hoepner | poAuthor=Moritz Wiesel | poType=Book | poDate=2014 | poFormat=Book|Digital|Web }} {{ShowPubSubObjectData}} The Principles of Carbon Finance<ref name="book"> {{cite book |last=Ascui |first=Francisco |coauthors=Sven Ruedddigkeit, Andreas Hoepner and Moritz Wiesel |title=Principles of Carbon Finance |origdate= |origyear= |origmonth= |url=http://www.amazon.com/Principles-Carbon-Finance-Wiley/dp/1119941768/ref=sr_1_1?s=books&ie=UTF8&qid=1401482889&sr=1-1 |format=Hardcover |accessdate= |accessyear= |accessmonth= |edition= |series= |date=June 30, 2014 |year= |month= |publisher=Wiley |location= |language= |isbn=978-1119941767 |oclc= |doi= |id= |pages= |chapter= |chapterurl= |quote= }} </ref> ---- Publication information: <references/> [[Category:Book|Principles]] <noinclude>[[Category:Blank Templates|Publications/Book Template]]</noinclude> 0oavflx5fxyz4dmocc1jqvnmid2rd1q 0 99 198 2015-02-27T23:53:52Z Greis>Michael 0 198 wikitext text/x-wiki {{#subobject: | poTitle= | poAuthor= | poType= | poDate=2014-06-23 | poFormat=Paper|Digital|Web|Wiki|None }} {{ShowPubSubObjectData}} This [[activity type::Journal Article]] was published in [[entity of::Publisher]] <!-- Enter filename if uploaded or a title/text description if not --> [[Media:ESG Governance Manual.pdf|ESG Factors at Listed Companies]]<ref name="RefName"> {{cite journal |date=2014 |title=Publication Title |journal=CFA Institute Centre Publications |volume= |issue= |pages= |doi {10.2469/ccb.v2008.n2.1}, |url= |isbn=978-1-932495-78-2 }} </ref> ---- References: <references/> <!-- Select appropriate category and delete others --> [[Category:Audio]] [[Category:Book]] [[Category:Journal Article]] [[Category:Magazine Article]] [[Category:Newspaper Article]] [[Category:Web Article]] [[Category:Video]] [[Category:Webinar]] [[Category:White Paper]] <noinclude>[[Category:Blank Templates|Publications/Generic Template]]</noinclude> o91pijdorwfzx94lamdhbtozvx7zgx0 199 198 2024-05-24T04:25:47Z Michael 1 1 revision imported 198 wikitext text/x-wiki {{#subobject: | poTitle= | poAuthor= | poType= | poDate=2014-06-23 | poFormat=Paper|Digital|Web|Wiki|None }} {{ShowPubSubObjectData}} This [[activity type::Journal Article]] was published in [[entity of::Publisher]] <!-- Enter filename if uploaded or a title/text description if not --> [[Media:ESG Governance Manual.pdf|ESG Factors at Listed Companies]]<ref name="RefName"> {{cite journal |date=2014 |title=Publication Title |journal=CFA Institute Centre Publications |volume= |issue= |pages= |doi {10.2469/ccb.v2008.n2.1}, |url= |isbn=978-1-932495-78-2 }} </ref> ---- References: <references/> <!-- Select appropriate category and delete others --> [[Category:Audio]] [[Category:Book]] [[Category:Journal Article]] [[Category:Magazine Article]] [[Category:Newspaper Article]] [[Category:Web Article]] [[Category:Video]] [[Category:Webinar]] [[Category:White Paper]] <noinclude>[[Category:Blank Templates|Publications/Generic Template]]</noinclude> o91pijdorwfzx94lamdhbtozvx7zgx0 10 100 200 2015-03-26T15:51:49Z Greis>Michael 0 200 wikitext text/x-wiki <noinclude>==</noinclude><includeonly>#</includeonly>2015-02-24 '''Title of News Item'''<includeonly><br /></includeonly><noinclude>== Text of the item </noinclude> <noinclude>[[Category:Blank Templates|NewNewsSection]]</noinclude> ndc68kiw016h3aben5cdi9anb81qxpu 201 200 2024-05-24T04:25:47Z Michael 1 1 revision imported 200 wikitext text/x-wiki <noinclude>==</noinclude><includeonly>#</includeonly>2015-02-24 '''Title of News Item'''<includeonly><br /></includeonly><noinclude>== Text of the item </noinclude> <noinclude>[[Category:Blank Templates|NewNewsSection]]</noinclude> ndc68kiw016h3aben5cdi9anb81qxpu 0 101 202 2017-07-19T13:45:10Z Greis>Michael 0 202 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} <noinclude>[[Category:Blank Templates]]</noinclude> s2hy38odje0mlxsbi9aj86u1ys3apef 203 202 2024-05-24T04:25:47Z Michael 1 1 revision imported 202 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} <noinclude>[[Category:Blank Templates]]</noinclude> s2hy38odje0mlxsbi9aj86u1ys3apef 0 102 204 2015-09-14T19:07:10Z Greis>Michael 0 204 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|Activity Type|}} *Title: '''Program name''' *Status: '''[[project status::active]]''' as of '''[[event date::2015-01-01]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Michael Greis]] == Description == == Resources == == Notes == ---- <noinclude>[[Category:Blank Templates]]</noinclude> pggbal2gxhysith7h401y7le17mj9b5 205 204 2024-05-24T04:25:47Z Michael 1 1 revision imported 204 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|Activity Type|}} *Title: '''Program name''' *Status: '''[[project status::active]]''' as of '''[[event date::2015-01-01]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Michael Greis]] == Description == == Resources == == Notes == ---- <noinclude>[[Category:Blank Templates]]</noinclude> pggbal2gxhysith7h401y7le17mj9b5 0 103 206 2016-04-11T20:53:58Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event sche..." 206 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2017-01-01]] *Organized by [[is a member of::]] == Description == == To Do == == Status == {{color||2016-04-11}}: *Speaker/Panelists - *Venue - *Event Description - *Announcement - *Publicity - == Background == ---- <noinclude>[[Category:Blank Templates]]</noinclude> csogxn6178katu090kmdk01c6fs0i8u 207 206 2024-05-24T04:25:47Z Michael 1 1 revision imported 206 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2017-01-01]] *Organized by [[is a member of::]] == Description == == To Do == == Status == {{color||2016-04-11}}: *Speaker/Panelists - *Venue - *Event Description - *Announcement - *Publicity - == Background == ---- <noinclude>[[Category:Blank Templates]]</noinclude> csogxn6178katu090kmdk01c6fs0i8u 0 104 208 2017-03-03T20:53:34Z Greis>Michael 0 208 wikitext text/x-wiki <!-- Can delete this section once the project page is created --> <!-- Also delete the category at the bottom of the page --> <noinclude> == New Project Template == Properties and their options: *(required) '''project status''': active | completed | on hold *(required) '''activity type''': ::'''work project''' - for general work-related projects ::'''consulting engagement''' - for formal consulting engagements ::'''full-day conference''' - for organizing a full-day meeting ::'''panel''' - for organizing a panel for a conference ::'''needham project''' - for a Needham-related project ::'''committee''' - for a committee on which I serve *(optional) '''entity of''': :*name of the organization, as appropriate *(optional) '''activity date''': yy-mm-dd :*If the project has a specific target date. :*Also can use to indicate the completion date once the project is finished. <hr /> </noinclude> An [[project status::]] [[activity type::consulting engagement]] with [[entity of::Arabesque Partners]]. Begun 2016-12. [[shortname::{{SUBPAGENAME}}| ]] __NOTOC__ <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} <noinclude>[[Category:Blank Templates]]</noinclude> o4uyifn8yniixv0dznytve8e7do05x3 209 208 2024-05-24T04:25:47Z Michael 1 1 revision imported 208 wikitext text/x-wiki <!-- Can delete this section once the project page is created --> <!-- Also delete the category at the bottom of the page --> <noinclude> == New Project Template == Properties and their options: *(required) '''project status''': active | completed | on hold *(required) '''activity type''': ::'''work project''' - for general work-related projects ::'''consulting engagement''' - for formal consulting engagements ::'''full-day conference''' - for organizing a full-day meeting ::'''panel''' - for organizing a panel for a conference ::'''needham project''' - for a Needham-related project ::'''committee''' - for a committee on which I serve *(optional) '''entity of''': :*name of the organization, as appropriate *(optional) '''activity date''': yy-mm-dd :*If the project has a specific target date. :*Also can use to indicate the completion date once the project is finished. <hr /> </noinclude> An [[project status::]] [[activity type::consulting engagement]] with [[entity of::Arabesque Partners]]. Begun 2016-12. [[shortname::{{SUBPAGENAME}}| ]] __NOTOC__ <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} <noinclude>[[Category:Blank Templates]]</noinclude> o4uyifn8yniixv0dznytve8e7do05x3 0 105 210 2017-09-28T22:38:41Z Greis>Michael 0 210 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::New]]''' :Latest update: {{color||[[event date::2017-09-01]]}} :Next step: '''[[next step::nextstep]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == Activities == == People == == Resources == ---- <noinclude>[[Category:Blank Templates]]</noinclude> erfm792vctwfu4963yirrjgz1c3rlqp 211 210 2024-05-24T04:25:47Z Michael 1 1 revision imported 210 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::New]]''' :Latest update: {{color||[[event date::2017-09-01]]}} :Next step: '''[[next step::nextstep]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == Activities == == People == == Resources == ---- <noinclude>[[Category:Blank Templates]]</noinclude> erfm792vctwfu4963yirrjgz1c3rlqp 0 106 212 2020-08-04T14:17:00Z Greis>Michael 0 212 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::null]] [[opportunity status::null]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://koyapartners.com/search/investment-advisor/ Koya Partners] :*Posted [[event date::2020-06-18]] === Posting === ---- <noinclude>[[Category:Blank Templates]]</noinclude> qeojj31erx59q0jlsain2lwlbwuw0tp 213 212 2024-05-24T04:25:47Z Michael 1 1 revision imported 212 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::null]] [[opportunity status::null]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://koyapartners.com/search/investment-advisor/ Koya Partners] :*Posted [[event date::2020-06-18]] === Posting === ---- <noinclude>[[Category:Blank Templates]]</noinclude> qeojj31erx59q0jlsain2lwlbwuw0tp 0 107 214 2018-02-02T17:07:07Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent page for Sustainable Investing Events to create a new event. --> {{ProjectSubPage|project event|}} *entity of::Sus..." 214 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent page for Sustainable Investing Events to create a new event. --> {{ProjectSubPage|project event|}} *[[entity of::Sustainable Investing Events]] - event scheduled for [[activity date::2018-12-31]] *Organized by [[is a member of::]] == Description == == To Do == == Status == {{color||2018-01-01}}: *Speaker/Panelists - *Venue - *Event Description - *Announcement - *Publicity - == Background == ---- <noinclude>[[Category:Blank Templates]]</noinclude> q87ay1rde4g10aid9ogocoh721460gc 215 214 2024-05-24T04:25:47Z Michael 1 1 revision imported 214 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent page for Sustainable Investing Events to create a new event. --> {{ProjectSubPage|project event|}} *[[entity of::Sustainable Investing Events]] - event scheduled for [[activity date::2018-12-31]] *Organized by [[is a member of::]] == Description == == To Do == == Status == {{color||2018-01-01}}: *Speaker/Panelists - *Venue - *Event Description - *Announcement - *Publicity - == Background == ---- <noinclude>[[Category:Blank Templates]]</noinclude> q87ay1rde4g10aid9ogocoh721460gc 0 108 216 2019-10-03T16:56:00Z Greis>Michael 0 216 wikitext text/x-wiki <!-- Blank template for Sustainable Investing Seminars used with InputBox on project parent page to create new session pages --> <!-- --> {{ProjectSubPage|session|}}__NOTOC__ Status: {{hct|2019-09-28}} - :Team Lead:: '''Michael Greis''' :Team Members: ''' ''' == Session Outline == == Session Description == == Participants == <!-- List of participants/speakers - confirmed, invited, planned, under consideration --> *'''[[involved::Michael Greis]]''', Riverbend Advisors (status) == Resources == <!-- List of people to engage with for this session --> <!-- List of topical resources, ideas or links --> === Topical Resources === <!-- Sections for detailed topical notes if needed --> == Notes == <!-- Sections for notes, conversations, etc. --> == Background == <!-- Notes from previous iterations of this idea, early notes no longer needed in the active Notes session above --> ---- <noinclude>[[Category:Blank Templates]]</noinclude> inlj09vmkc5gozid0qmw1tdg0fd2np3 217 216 2024-05-24T04:25:47Z Michael 1 1 revision imported 216 wikitext text/x-wiki <!-- Blank template for Sustainable Investing Seminars used with InputBox on project parent page to create new session pages --> <!-- --> {{ProjectSubPage|session|}}__NOTOC__ Status: {{hct|2019-09-28}} - :Team Lead:: '''Michael Greis''' :Team Members: ''' ''' == Session Outline == == Session Description == == Participants == <!-- List of participants/speakers - confirmed, invited, planned, under consideration --> *'''[[involved::Michael Greis]]''', Riverbend Advisors (status) == Resources == <!-- List of people to engage with for this session --> <!-- List of topical resources, ideas or links --> === Topical Resources === <!-- Sections for detailed topical notes if needed --> == Notes == <!-- Sections for notes, conversations, etc. --> == Background == <!-- Notes from previous iterations of this idea, early notes no longer needed in the active Notes session above --> ---- <noinclude>[[Category:Blank Templates]]</noinclude> inlj09vmkc5gozid0qmw1tdg0fd2np3 0 109 218 2019-08-11T18:56:19Z Greis>Michael 0 218 wikitext text/x-wiki <!-- Blank template used with InputBox on Sustainable Investing Events page to create new SI Events --> {{ProjectSubPage|project event|}} *[[entity of::Sustainable Investing Events]] <!-- project status: active | completed | cancelled --> *Status: [[project status::null]] - scheduled for [[activity date::2020-12-31]] *Team Members: [[is a member of::Michael Greis]] <!-- Uncomment and use sections as needed --> == Outline == == Status == == Description == <!-- == Agenda == == Follow-up == == Background == == Resources == --> == Notes == ---- <noinclude>[[Category:Blank Templates]]</noinclude> s9dk95tzdlmuueycnlz5v7b3at8ssw1 219 218 2024-05-24T04:25:47Z Michael 1 1 revision imported 218 wikitext text/x-wiki <!-- Blank template used with InputBox on Sustainable Investing Events page to create new SI Events --> {{ProjectSubPage|project event|}} *[[entity of::Sustainable Investing Events]] <!-- project status: active | completed | cancelled --> *Status: [[project status::null]] - scheduled for [[activity date::2020-12-31]] *Team Members: [[is a member of::Michael Greis]] <!-- Uncomment and use sections as needed --> == Outline == == Status == == Description == <!-- == Agenda == == Follow-up == == Background == == Resources == --> == Notes == ---- <noinclude>[[Category:Blank Templates]]</noinclude> s9dk95tzdlmuueycnlz5v7b3at8ssw1 0 110 220 2019-11-26T21:17:43Z Greis>Michael 0 Created page with "<!-- Blank template used on a Project Page to show ToDo items for that project --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid gree..." 220 wikitext text/x-wiki <!-- Blank template used on a Project Page to show ToDo items for that project --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid green; padding: 5px;"> <center> {{#ask: [[ToDo::+]] [[which project::{{PAGENAME}}]] | mainlabel = Project | ?ToDo = ToDo Activity }} </center></div> <noinclude>[[Category:Blank Templates]]</noinclude> gz8ankespi2fm223j9jrlk9t0dms3az 221 220 2024-05-24T04:25:47Z Michael 1 1 revision imported 220 wikitext text/x-wiki <!-- Blank template used on a Project Page to show ToDo items for that project --> <div style="font-size:100%; color::#ff0000; margin: auto; width: 75%; border: 3px solid green; padding: 5px;"> <center> {{#ask: [[ToDo::+]] [[which project::{{PAGENAME}}]] | mainlabel = Project | ?ToDo = ToDo Activity }} </center></div> <noinclude>[[Category:Blank Templates]]</noinclude> gz8ankespi2fm223j9jrlk9t0dms3az 0 111 222 2020-11-30T23:01:30Z Greis>Michael 0 222 wikitext text/x-wiki <!-- Blank template used with InputBox on Events page to create a new page to record an event attended and capture notes from the event --> <!-- Page name should be yyyy-mm-dd - Event Title --> <!-- Fill out fields as needed to describe the event, then uncomment the line. --> <!-- Delete all the unneeded comment lines before saving the event --> <!-- A [[entity of:: ]] [[activity type::webinar]] held on [[activity date::2020-05-13]].[[topical resource for::Sustainable Investing| ]] --> <!-- activity type: (seminar, webinar, meeting, conference) topical resource for: (any page; most relevant - Sustainable Investing and others for work) --> <!-- Use sections as needed --> == Participants == == Overview == == Notes == <noinclude>[[Category:Blank Templates]]</noinclude> n7rwj23segvbzpyiigrbhmj3dt9pdk0 223 222 2024-05-24T04:25:47Z Michael 1 1 revision imported 222 wikitext text/x-wiki <!-- Blank template used with InputBox on Events page to create a new page to record an event attended and capture notes from the event --> <!-- Page name should be yyyy-mm-dd - Event Title --> <!-- Fill out fields as needed to describe the event, then uncomment the line. --> <!-- Delete all the unneeded comment lines before saving the event --> <!-- A [[entity of:: ]] [[activity type::webinar]] held on [[activity date::2020-05-13]].[[topical resource for::Sustainable Investing| ]] --> <!-- activity type: (seminar, webinar, meeting, conference) topical resource for: (any page; most relevant - Sustainable Investing and others for work) --> <!-- Use sections as needed --> == Participants == == Overview == == Notes == <noinclude>[[Category:Blank Templates]]</noinclude> n7rwj23segvbzpyiigrbhmj3dt9pdk0 10 112 224 2014-12-08T21:04:40Z Greis>Michael 0 224 wikitext text/x-wiki <!-- Template transcluded by People pages to display information about the person's connections --> <!-- Uses Semantic Mediawiki --> === Connections === {{#ask: [[introduced by::{{PAGENAME}}]] | intro=Introductions made:&nbsp;|outro=<br />}} {{#ask: [[is a member of::{{PAGENAME}}]] | mainlabel = Member/Organizer of | ?Activity type | ?Event date = Date }} {{#ask: [[connected with::{{PAGENAME}}]] | mainlabel = Project Connections | ?works for = Organization }} {{#ask: [[contributed to::{{PAGENAME}}]] | mainlabel = Contributor to | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[is on board of::{{PAGENAME}}]] | intro=Current Board Memberships (from organization pages):&nbsp;|outro=<br />}} {{#ask: [[was on board of::{{PAGENAME}}]] | intro=Past Board Memberships (from organization pages):&nbsp;|outro=<br />}} {{#ask: [[referenced::{{PAGENAME}}]] | mainlabel = Referenced by/at | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[involvement::{{PAGENAME}}]] OR [[involved::{{PAGENAME}}]] OR [[attended::{{PAGENAME}}]] | mainlabel = Other involvement | ?Activity type | ?Event date | ?Category = Categories }} === Publications === {{#ask: [[poAuthor::{{PAGENAME}}]] | mainlabel=Wiki Page | ?poTitle=Title | ?poAuthor=All Authors | ?poType=Type | ?poDate=Date }} <noinclude>[[Category:Templates|Connections]]</noinclude> pybo0htonz6m66x20puexa917eqk2si 225 224 2024-05-24T04:25:47Z Michael 1 1 revision imported 224 wikitext text/x-wiki <!-- Template transcluded by People pages to display information about the person's connections --> <!-- Uses Semantic Mediawiki --> === Connections === {{#ask: [[introduced by::{{PAGENAME}}]] | intro=Introductions made:&nbsp;|outro=<br />}} {{#ask: [[is a member of::{{PAGENAME}}]] | mainlabel = Member/Organizer of | ?Activity type | ?Event date = Date }} {{#ask: [[connected with::{{PAGENAME}}]] | mainlabel = Project Connections | ?works for = Organization }} {{#ask: [[contributed to::{{PAGENAME}}]] | mainlabel = Contributor to | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[is on board of::{{PAGENAME}}]] | intro=Current Board Memberships (from organization pages):&nbsp;|outro=<br />}} {{#ask: [[was on board of::{{PAGENAME}}]] | intro=Past Board Memberships (from organization pages):&nbsp;|outro=<br />}} {{#ask: [[referenced::{{PAGENAME}}]] | mainlabel = Referenced by/at | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[involvement::{{PAGENAME}}]] OR [[involved::{{PAGENAME}}]] OR [[attended::{{PAGENAME}}]] | mainlabel = Other involvement | ?Activity type | ?Event date | ?Category = Categories }} === Publications === {{#ask: [[poAuthor::{{PAGENAME}}]] | mainlabel=Wiki Page | ?poTitle=Title | ?poAuthor=All Authors | ?poType=Type | ?poDate=Date }} <noinclude>[[Category:Templates|Connections]]</noinclude> pybo0htonz6m66x20puexa917eqk2si 10 113 226 2014-01-02T19:07:46Z Greis>Michael 0 226 wikitext text/x-wiki ==== People ==== {{#ask: [[works for::{{PAGENAME}}]]|intro=Employees:&nbsp;}} {{#ask: [[worked for::{{PAGENAME}}]]|intro=Alumni:&nbsp;}} {{#ask: [[is a member of::{{PAGENAME}}]]|intro=Members:&nbsp;}} {{#ask: [[is on board of::{{PAGENAME}}]]|intro=Board Members:}} {{#ask: [[was on board of::{{PAGENAME}}]]|intro=Former Board Members:}} <noinclude>[[Category:Templates|People]]</noinclude> 6jllbu0xyqegf9iw2pbmod1lzq7fibt 227 226 2024-05-24T04:25:47Z Michael 1 1 revision imported 226 wikitext text/x-wiki ==== People ==== {{#ask: [[works for::{{PAGENAME}}]]|intro=Employees:&nbsp;}} {{#ask: [[worked for::{{PAGENAME}}]]|intro=Alumni:&nbsp;}} {{#ask: [[is a member of::{{PAGENAME}}]]|intro=Members:&nbsp;}} {{#ask: [[is on board of::{{PAGENAME}}]]|intro=Board Members:}} {{#ask: [[was on board of::{{PAGENAME}}]]|intro=Former Board Members:}} <noinclude>[[Category:Templates|People]]</noinclude> 6jllbu0xyqegf9iw2pbmod1lzq7fibt 10 114 228 2016-05-09T16:34:13Z Greis>Michael 0 228 wikitext text/x-wiki __NOTOC__ <div style="overflow: hidden"> {{ #ifexist: File:{{{1}}}.png |[[File:{{{1}}}.png|frameless|right|120px|]]| }}{{ #ifexist: File:{{{1}}}.jpg |[[File:{{{1}}}.jpg|frameless|right|120px|]]| }} {| border="1" cellspacing="0" cellpadding="4" align="left" {{ #ifexist: File:{{{1}}}.png | width="80%" | }} <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Title !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | LinkedIn <!-- Content row --> |-align="left" |[[{{{1}}}]] |[[works for::{{{2}}}]] |[[title::{{{5}}}]] |align="center"| [[contact work phone::{{{3}}}]] |align="center"| [[contact email::{{{4}}}]] |align="center"|{{ #if: {{{6|}}} | [https://www.linkedin.com/profile/in/{{{6}}} LinkedIn] | }} <!-- End of table --> |} </div> === Summary === <noinclude>[[Category:Templates|ContactSub]]</noinclude> 6xsky3fxlh37lbp9mtvyoi2jjjd30mj 229 228 2024-05-24T04:25:47Z Michael 1 1 revision imported 228 wikitext text/x-wiki __NOTOC__ <div style="overflow: hidden"> {{ #ifexist: File:{{{1}}}.png |[[File:{{{1}}}.png|frameless|right|120px|]]| }}{{ #ifexist: File:{{{1}}}.jpg |[[File:{{{1}}}.jpg|frameless|right|120px|]]| }} {| border="1" cellspacing="0" cellpadding="4" align="left" {{ #ifexist: File:{{{1}}}.png | width="80%" | }} <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Title !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | LinkedIn <!-- Content row --> |-align="left" |[[{{{1}}}]] |[[works for::{{{2}}}]] |[[title::{{{5}}}]] |align="center"| [[contact work phone::{{{3}}}]] |align="center"| [[contact email::{{{4}}}]] |align="center"|{{ #if: {{{6|}}} | [https://www.linkedin.com/profile/in/{{{6}}} LinkedIn] | }} <!-- End of table --> |} </div> === Summary === <noinclude>[[Category:Templates|ContactSub]]</noinclude> 6xsky3fxlh37lbp9mtvyoi2jjjd30mj 10 115 230 2014-04-23T20:42:34Z Greis>Michael 0 230 wikitext text/x-wiki |-align="left" |{{{1}}} |{{{2}}} |{{{5}}} |align="center"|{{{3}}} |{{{4}}} <noinclude>[[Category:Templates|SampleQueryOutput]]</noinclude> rtctv5abghxemkhb0ngzaa6qrjh54ap 231 230 2024-05-24T04:25:47Z Michael 1 1 revision imported 230 wikitext text/x-wiki |-align="left" |{{{1}}} |{{{2}}} |{{{5}}} |align="center"|{{{3}}} |{{{4}}} <noinclude>[[Category:Templates|SampleQueryOutput]]</noinclude> rtctv5abghxemkhb0ngzaa6qrjh54ap 10 116 232 2014-04-23T20:46:24Z Greis>Michael 0 232 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible {{ #if: {{{1}}} |mw-collapsed wikitable| }}" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Title !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone <noinclude>[[Category:Templates|SampleQueryHeader]]</noinclude> tq73e3po5kwjhska0h2fjashmba5jxx 233 232 2024-05-24T04:25:47Z Michael 1 1 revision imported 232 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible {{ #if: {{{1}}} |mw-collapsed wikitable| }}" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Title !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone <noinclude>[[Category:Templates|SampleQueryHeader]]</noinclude> tq73e3po5kwjhska0h2fjashmba5jxx 10 117 234 2013-12-29T22:53:20Z Greis>Michael 0 Created page with "<!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row..." 234 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone <noinclude>[[Category:Templates|SampleQueryHeaderOpen]]</noinclude> 9q401bb9zs9tmsnm9xt77o1et21ilyx 235 234 2024-05-24T04:25:47Z Michael 1 1 revision imported 234 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone <noinclude>[[Category:Templates|SampleQueryHeaderOpen]]</noinclude> 9q401bb9zs9tmsnm9xt77o1et21ilyx 10 118 236 2013-12-29T23:04:53Z Greis>Michael 0 236 wikitext text/x-wiki |-align="left" |{{{1}}} |{{{2}}} |align="center"|{{{3}}} |{{{4}}} |{{{5}}} <noinclude>[[Category:Templates|ContactQueryOutput]]</noinclude> 9i0vavolah3jf2cdj0l37sie687fq4r 237 236 2024-05-24T04:25:47Z Michael 1 1 revision imported 236 wikitext text/x-wiki |-align="left" |{{{1}}} |{{{2}}} |align="center"|{{{3}}} |{{{4}}} |{{{5}}} <noinclude>[[Category:Templates|ContactQueryOutput]]</noinclude> 9i0vavolah3jf2cdj0l37sie687fq4r 10 119 238 2013-12-29T23:01:06Z Greis>Michael 0 Created page with "<!-- Used to create a the opening of a table for a templated SMW query for contacts --> {| class="mw-collapsible " border="1" cellspacing="0" cellpadding="4" align="center" <..." 238 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query for contacts --> {| class="mw-collapsible " border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone !style="background:#ffdead;" | Last Contact <noinclude>[[Category:Templates|ContactQueryHeader]]</noinclude> 4gh8l2a34a2leef4hazco8vz09wyjpg 239 238 2024-05-24T04:25:47Z Michael 1 1 revision imported 238 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query for contacts --> {| class="mw-collapsible " border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone !style="background:#ffdead;" | Last Contact <noinclude>[[Category:Templates|ContactQueryHeader]]</noinclude> 4gh8l2a34a2leef4hazco8vz09wyjpg 10 120 240 2013-12-29T23:03:34Z Greis>Michael 0 Created page with "<!-- Used to create the closing elements of a table for an SMW templated query --> <!-- End of table --> } <noinclude>[[Category:Templates|ContactQueryFooter]]</noinclude>" 240 wikitext text/x-wiki <!-- Used to create the closing elements of a table for an SMW templated query --> <!-- End of table --> } <noinclude>[[Category:Templates|ContactQueryFooter]]</noinclude> p32diwtodjbnhuwhgdwlky08r1dypif 241 240 2024-05-24T04:25:47Z Michael 1 1 revision imported 240 wikitext text/x-wiki <!-- Used to create the closing elements of a table for an SMW templated query --> <!-- End of table --> } <noinclude>[[Category:Templates|ContactQueryFooter]]</noinclude> p32diwtodjbnhuwhgdwlky08r1dypif 14 121 242 2017-03-02T18:18:04Z Greis>Michael 0 242 wikitext text/x-wiki This is a sub-category of templates[[Category:Templates]]. It is used for example "templates" used when creating pages for structures used regularly. *Created {{color||2014-04-10}} :NB: Should these really be templates (since they're not generally transcluded, but entered as text and modified)? :*As templates, naming is easier (don't have to worry about a unique page name. ctw98db52v59bg9l9gf29qbq7bw1t5u 243 242 2024-05-24T04:25:47Z Michael 1 1 revision imported 242 wikitext text/x-wiki This is a sub-category of templates[[Category:Templates]]. It is used for example "templates" used when creating pages for structures used regularly. *Created {{color||2014-04-10}} :NB: Should these really be templates (since they're not generally transcluded, but entered as text and modified)? :*As templates, naming is easier (don't have to worry about a unique page name. ctw98db52v59bg9l9gf29qbq7bw1t5u 10 122 244 2014-04-10T17:32:02Z Greis>Michael 0 244 wikitext text/x-wiki <!-- Used to create the closing elements of a table for an SMW templated query --> <!-- End of table --> |} <noinclude>[[Category:Templates|SampleQueryFooter]]</noinclude> qysg6z5ykoa1dfzn1xfzetw31zufar3 245 244 2024-05-24T04:25:47Z Michael 1 1 revision imported 244 wikitext text/x-wiki <!-- Used to create the closing elements of a table for an SMW templated query --> <!-- End of table --> |} <noinclude>[[Category:Templates|SampleQueryFooter]]</noinclude> qysg6z5ykoa1dfzn1xfzetw31zufar3 10 123 246 2014-04-18T18:55:37Z Greis>Michael 0 246 wikitext text/x-wiki |-align="left" |[[{{{1}}}]] |{{{2}}} <noinclude>[[Category:Templates|ActivityQueryOutput]]</noinclude> beybqduk5yp4typards2w051ixpqn9o 247 246 2024-05-24T04:25:48Z Michael 1 1 revision imported 246 wikitext text/x-wiki |-align="left" |[[{{{1}}}]] |{{{2}}} <noinclude>[[Category:Templates|ActivityQueryOutput]]</noinclude> beybqduk5yp4typards2w051ixpqn9o 10 124 248 2014-04-18T18:10:38Z Greis>Michael 0 Created page with "<!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row..." 248 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Activity !style="background:#ffdead;" | Short Name <noinclude>[[Category:Templates|ActivityQueryHeaderOpen]]</noinclude> 48dwo2i9uqqml8idxnl5t4ezst0qn0k 249 248 2024-05-24T04:25:48Z Michael 1 1 revision imported 248 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="mw-collapsible" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Activity !style="background:#ffdead;" | Short Name <noinclude>[[Category:Templates|ActivityQueryHeaderOpen]]</noinclude> 48dwo2i9uqqml8idxnl5t4ezst0qn0k 10 125 250 2019-12-18T18:44:39Z Greis>Michael 0 250 wikitext text/x-wiki <noinclude>=== ListQueryOutput === ListQueryOutput is an output template for Semantic MediaWiki '''ask''' queries. Specify it with the ''"template = " '' parameter. *This template supports the following query field parameters :*The name of the wiki page is the first parameter and does not have to be specified in the query. :*?shortname - (the short name of the wiki page, parameter 2, optional) ::*2019-12-18 - During testing of a new version of the TopicalResources template, discovered that the ?shortname parameter should be be specified, but the shortname itself is not accessible as the second parameter :*?field_b - (parameter 3, optional) :*?field_c - (parameter 4, optional) The resulting list display looks like this: * link-to-wiki-page-as-shortname (field_b) - field_c </noinclude>[[{{{1}}}|{{#if: {{{2}}} |{{{2}}}|{{{1}}} }} ]] {{#if:{{{3|}}}|({{{3}}})|&nbsp; }} {{#if:{{{4|}}}| - {{{4}}}&nbsp; }}<noinclude>[[Category:Templates|ListQueryOutput]]</noinclude> 5bpytj9mom7zs1zmb35pst25jluwcdp 251 250 2024-05-24T04:25:48Z Michael 1 1 revision imported 250 wikitext text/x-wiki <noinclude>=== ListQueryOutput === ListQueryOutput is an output template for Semantic MediaWiki '''ask''' queries. Specify it with the ''"template = " '' parameter. *This template supports the following query field parameters :*The name of the wiki page is the first parameter and does not have to be specified in the query. :*?shortname - (the short name of the wiki page, parameter 2, optional) ::*2019-12-18 - During testing of a new version of the TopicalResources template, discovered that the ?shortname parameter should be be specified, but the shortname itself is not accessible as the second parameter :*?field_b - (parameter 3, optional) :*?field_c - (parameter 4, optional) The resulting list display looks like this: * link-to-wiki-page-as-shortname (field_b) - field_c </noinclude>[[{{{1}}}|{{#if: {{{2}}} |{{{2}}}|{{{1}}} }} ]] {{#if:{{{3|}}}|({{{3}}})|&nbsp; }} {{#if:{{{4|}}}| - {{{4}}}&nbsp; }}<noinclude>[[Category:Templates|ListQueryOutput]]</noinclude> 5bpytj9mom7zs1zmb35pst25jluwcdp 10 126 252 2014-12-09T22:31:50Z Greis>Michael 0 252 wikitext text/x-wiki [[{{{2}}}|{{ #if: {{{3}}} |{{{3}}}|{{{2}}} }}]] ({{{4}}}) <noinclude>[[Category:Templates|ProspectOutput]]</noinclude> 7h7bzrm4uvu55a5dquawxoqk9pv0r7g 253 252 2024-05-24T04:25:48Z Michael 1 1 revision imported 252 wikitext text/x-wiki [[{{{2}}}|{{ #if: {{{3}}} |{{{3}}}|{{{2}}} }}]] ({{{4}}}) <noinclude>[[Category:Templates|ProspectOutput]]</noinclude> 7h7bzrm4uvu55a5dquawxoqk9pv0r7g 10 127 254 2017-02-01T20:27:02Z Greis>Michael 0 254 wikitext text/x-wiki |-align="left" |[[{{{1}}}{{!}}{{{2}}}]] |{{{3}}} |align="center"|{{ #if: {{{4}}} |[http://www.toodledo.com/tasks/index.php?x=222181#task_{{{4}}} Tasks]| }} |{{{5}}} |{{{6}}} <noinclude>[[Category:Templates|ProspectQueryOutput]]</noinclude> ikkgu49xkaqsv1628vzwitjgit3hdse 255 254 2024-05-24T04:25:48Z Michael 1 1 revision imported 254 wikitext text/x-wiki |-align="left" |[[{{{1}}}{{!}}{{{2}}}]] |{{{3}}} |align="center"|{{ #if: {{{4}}} |[http://www.toodledo.com/tasks/index.php?x=222181#task_{{{4}}} Tasks]| }} |{{{5}}} |{{{6}}} <noinclude>[[Category:Templates|ProspectQueryOutput]]</noinclude> ikkgu49xkaqsv1628vzwitjgit3hdse 10 128 256 2017-02-01T17:00:54Z Greis>Michael 0 256 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>QueryFooter<nowiki>}}</nowiki> === Generic closing (outro) template for a Semantic Mediawiki templated query ("ask") that produces a Mediawiki Table containing the output. <tt>| outro='''QueryFooter'''</tt> </noinclude><includeonly> |} </includeonly><noinclude>[[Category:Templates|QueryFooter]]</noinclude> 7meicdremszok50jtccqxd6pam36fh7 257 256 2024-05-24T04:25:48Z Michael 1 1 revision imported 256 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>QueryFooter<nowiki>}}</nowiki> === Generic closing (outro) template for a Semantic Mediawiki templated query ("ask") that produces a Mediawiki Table containing the output. <tt>| outro='''QueryFooter'''</tt> </noinclude><includeonly> |} </includeonly><noinclude>[[Category:Templates|QueryFooter]]</noinclude> 7meicdremszok50jtccqxd6pam36fh7 10 129 258 2017-02-01T17:52:08Z Greis>Michael 0 258 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | Page Name !style="background:#ffdead;" | Prospect !style="background:#ffdead;" | Status !style="background:#ffdead;" | Tasks !style="background:#ffdead;" | Next Step !style="background:#ffdead;" | Latest Update |- <noinclude>[[Category:Templates|ProspectQueryHeader]]</noinclude> lvrctp2hhy7vjtf0kl3a1nuk5xid2jd 259 258 2024-05-24T04:25:48Z Michael 1 1 revision imported 258 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | Page Name !style="background:#ffdead;" | Prospect !style="background:#ffdead;" | Status !style="background:#ffdead;" | Tasks !style="background:#ffdead;" | Next Step !style="background:#ffdead;" | Latest Update |- <noinclude>[[Category:Templates|ProspectQueryHeader]]</noinclude> lvrctp2hhy7vjtf0kl3a1nuk5xid2jd 10 130 260 2016-12-02T15:56:13Z Greis>Michael 0 260 wikitext text/x-wiki <includeonly> | [[{{{2}}}|{{{3}}}]] || {{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QueryTemplateBody]]</noinclude> d6ynot0q6leg61wwh2w6tdpl9olq052 261 260 2024-05-24T04:25:48Z Michael 1 1 revision imported 260 wikitext text/x-wiki <includeonly> | [[{{{2}}}|{{{3}}}]] || {{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QueryTemplateBody]]</noinclude> d6ynot0q6leg61wwh2w6tdpl9olq052 10 131 262 2016-12-21T17:25:50Z Greis>Michael 0 262 wikitext text/x-wiki <includeonly> == {{ #if: {{{userparam}}}|{{{userparam}}}|&nbsp; }} == {| class="wikitable sortable" ! Event || Date |- </includeonly> <noinclude>[[Category:Templates|QueryTemplateHeader]]</noinclude> 4ltj968zhkfizwlk34t1jsp9367tsuf 263 262 2024-05-24T04:25:48Z Michael 1 1 revision imported 262 wikitext text/x-wiki <includeonly> == {{ #if: {{{userparam}}}|{{{userparam}}}|&nbsp; }} == {| class="wikitable sortable" ! Event || Date |- </includeonly> <noinclude>[[Category:Templates|QueryTemplateHeader]]</noinclude> 4ltj968zhkfizwlk34t1jsp9367tsuf 10 132 264 2016-12-02T15:29:51Z Greis>Michael 0 Created page with "<includeonly> |} </includeonly> <noinclude>[[Category:Templates|QueryTemplateFooter]]</noinclude>" 264 wikitext text/x-wiki <includeonly> |} </includeonly> <noinclude>[[Category:Templates|QueryTemplateFooter]]</noinclude> lftqjlyleg42zqdhc71ww1xkvsp8msa 265 264 2024-05-24T04:25:48Z Michael 1 1 revision imported 264 wikitext text/x-wiki <includeonly> |} </includeonly> <noinclude>[[Category:Templates|QueryTemplateFooter]]</noinclude> lftqjlyleg42zqdhc71ww1xkvsp8msa 10 133 266 2019-03-19T04:57:54Z Greis>Michael 0 266 wikitext text/x-wiki <!-- Used to create a level 2 section heading for an SMW query, with "userparam" as the name of the section --> <includeonly> == {{ #if: {{{#userparam}}}|{{{#userparam}}}|&nbsp; }} == </includeonly> <noinclude>[[Category:Templates|SectionHeading]]</noinclude> eolsl8pv0v3rp72wqy3brbd197iqeq2 267 266 2024-05-24T04:25:48Z Michael 1 1 revision imported 266 wikitext text/x-wiki <!-- Used to create a level 2 section heading for an SMW query, with "userparam" as the name of the section --> <includeonly> == {{ #if: {{{#userparam}}}|{{{#userparam}}}|&nbsp; }} == </includeonly> <noinclude>[[Category:Templates|SectionHeading]]</noinclude> eolsl8pv0v3rp72wqy3brbd197iqeq2 10 134 268 2019-03-19T05:28:54Z Greis>Michael 0 268 wikitext text/x-wiki <!-- Used to create a level 3 section heading for an SMW query, with "userparam" as the name of the section --> <includeonly> === {{ #if: {{{#userparam}}}|{{{#userparam}}}|&nbsp; }} === </includeonly> <noinclude>[[Category:Templates|SectionThreeHeading]]</noinclude> fbafo8s8xuno0fggsyr64r0vo3k8j4l 269 268 2024-05-24T04:25:48Z Michael 1 1 revision imported 268 wikitext text/x-wiki <!-- Used to create a level 3 section heading for an SMW query, with "userparam" as the name of the section --> <includeonly> === {{ #if: {{{#userparam}}}|{{{#userparam}}}|&nbsp; }} === </includeonly> <noinclude>[[Category:Templates|SectionThreeHeading]]</noinclude> fbafo8s8xuno0fggsyr64r0vo3k8j4l 10 135 272 2008-06-13T03:26:44Z Greis>Michael 0 272 wikitext text/x-wiki {| border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail !style="background:#ffdead" | Most recent <!-- Content row --> |-align="left" |[[People/{{{1}}}|{{{1}}}]] | {{{2}}} |align="center"| {{{3}}} |align="center"| [mailto:{{{4}}} {{{4}}}] |align="center" style="color:green;" | {{{5}}} <!-- End of table --> |} <noinclude>[[Category:Templates|Contact]]</noinclude> 0xzjfqqjmod5w0g4mmn3zihp5m5r1nc 273 272 2024-05-24T04:25:48Z Michael 1 1 revision imported 272 wikitext text/x-wiki {| border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail !style="background:#ffdead" | Most recent <!-- Content row --> |-align="left" |[[People/{{{1}}}|{{{1}}}]] | {{{2}}} |align="center"| {{{3}}} |align="center"| [mailto:{{{4}}} {{{4}}}] |align="center" style="color:green;" | {{{5}}} <!-- End of table --> |} <noinclude>[[Category:Templates|Contact]]</noinclude> 0xzjfqqjmod5w0g4mmn3zihp5m5r1nc 14 136 274 2017-03-02T18:17:36Z Greis>Michael 0 274 wikitext text/x-wiki This is a sub-category of templates[[Category:Templates]]. It is used to separate templates that may may no longer be needed. Consider deleting ones that can be confirmed are no long used or useful. 7qbzk9jm6y13c1m264kgyiwytd8ieka 275 274 2024-05-24T04:25:48Z Michael 1 1 revision imported 274 wikitext text/x-wiki This is a sub-category of templates[[Category:Templates]]. It is used to separate templates that may may no longer be needed. Consider deleting ones that can be confirmed are no long used or useful. 7qbzk9jm6y13c1m264kgyiwytd8ieka 14 137 276 2017-01-26T03:59:32Z Greis>Michael 0 Created page with "These templates are used in constructing tables. ---- [[Category:Templates]]" 276 wikitext text/x-wiki These templates are used in constructing tables. ---- [[Category:Templates]] idtwatgx7zs0zukgym27c9pvun08imv 277 276 2024-05-24T04:25:48Z Michael 1 1 revision imported 276 wikitext text/x-wiki These templates are used in constructing tables. ---- [[Category:Templates]] idtwatgx7zs0zukgym27c9pvun08imv 10 138 278 2017-02-01T19:17:11Z Greis>Michael 0 278 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} |- <noinclude>[[Category:Templates|QTH]]</noinclude> pw71g516hjf2wn117sfrqt3cmzd35cf 279 278 2024-05-24T04:25:48Z Michael 1 1 revision imported 278 wikitext text/x-wiki <!-- Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} |- <noinclude>[[Category:Templates|QTH]]</noinclude> pw71g516hjf2wn117sfrqt3cmzd35cf 10 139 280 2017-02-01T19:18:50Z Greis>Michael 0 Created page with "<!-- Used to create a the opening of an 6 column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <..." 280 wikitext text/x-wiki <!-- Used to create a the opening of an 6 column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|4}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|5}} |- <noinclude>[[Category:Templates|QTH_6]]</noinclude> 9qrgyb33wsgi5l2pea66mcacu11ntqz 281 280 2024-05-24T04:25:48Z Michael 1 1 revision imported 280 wikitext text/x-wiki <!-- Used to create a the opening of an 6 column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|4}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|5}} |- <noinclude>[[Category:Templates|QTH_6]]</noinclude> 9qrgyb33wsgi5l2pea66mcacu11ntqz 10 140 282 2017-02-01T19:21:11Z Greis>Michael 0 Created page with "<includeonly> |} </includeonly> <noinclude>[[Category:Templates|QTF]]</noinclude>" 282 wikitext text/x-wiki <includeonly> |} </includeonly> <noinclude>[[Category:Templates|QTF]]</noinclude> j3eqwd54e3glxvi4iolvc9500e2n0nt 283 282 2024-05-24T04:25:48Z Michael 1 1 revision imported 282 wikitext text/x-wiki <includeonly> |} </includeonly> <noinclude>[[Category:Templates|QTF]]</noinclude> j3eqwd54e3glxvi4iolvc9500e2n0nt 10 141 284 2017-02-01T19:23:31Z Greis>Michael 0 284 wikitext text/x-wiki <!-- Used to create a the opening of a 5-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|4}} |- <noinclude>[[Category:Templates|QTH_5]]</noinclude> e30vaxo06xyc0zjl86utgqfaxxaah06 285 284 2024-05-24T04:25:48Z Michael 1 1 revision imported 284 wikitext text/x-wiki <!-- Used to create a the opening of a 5-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|4}} |- <noinclude>[[Category:Templates|QTH_5]]</noinclude> e30vaxo06xyc0zjl86utgqfaxxaah06 10 142 286 2017-02-01T19:24:03Z Greis>Michael 0 Created page with "<!-- Used to create a the opening of a 4-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!..." 286 wikitext text/x-wiki <!-- Used to create a the opening of a 4-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} |- <noinclude>[[Category:Templates|QTH_4]]</noinclude> kwllzhbvmfh3pv2emuespr7unj0dyls 287 286 2024-05-24T04:25:48Z Michael 1 1 revision imported 286 wikitext text/x-wiki <!-- Used to create a the opening of a 4-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|2}} !style="background:#ffdead;" | {{#explode: {{{userparam}}} |,|3}} |- <noinclude>[[Category:Templates|QTH_4]]</noinclude> kwllzhbvmfh3pv2emuespr7unj0dyls 10 143 288 2019-03-19T15:59:55Z Greis>Michael 0 288 wikitext text/x-wiki <!-- Used to create a the header of a 3-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|2}} |- <noinclude>[[Category:Templates|QTH_3]]</noinclude> br8lqp1e0wunnel2dz1ux7o00mstpmo 289 288 2024-05-24T04:25:48Z Michael 1 1 revision imported 288 wikitext text/x-wiki <!-- Used to create a the header of a 3-column table for a templated SMW query --> {| class="wikitable sortable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|0}} !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|1}} !style="background:#ffdead;" | {{#explode: {{{#userparam}}} |,|2}} |- <noinclude>[[Category:Templates|QTH_3]]</noinclude> br8lqp1e0wunnel2dz1ux7o00mstpmo 10 144 290 2019-03-19T16:32:14Z Greis>Michael 0 290 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTB_CompletedProjects]]</noinclude> mabauofp7gy7r7k4fzmdlotc1o13kxl 291 290 2024-05-24T04:25:48Z Michael 1 1 revision imported 290 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTB_CompletedProjects]]</noinclude> mabauofp7gy7r7k4fzmdlotc1o13kxl 10 145 292 2017-02-01T21:25:09Z Greis>Michael 0 292 wikitext text/x-wiki <!-- Special for Main Page recent project Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="" | {{#explode: {{{userparam}}} |,|0}} !style="" | {{#explode: {{{userparam}}} |,|1}} |- <noinclude>[[Category:Templates|QTHC]]</noinclude> 6din3ja1lref7h3bdtv62ycijm4dh1b 293 292 2024-05-24T04:25:48Z Michael 1 1 revision imported 292 wikitext text/x-wiki <!-- Special for Main Page recent project Used to create a the opening of a table for a templated SMW query --> {| class="wikitable sortable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> !style="" | {{#explode: {{{userparam}}} |,|0}} !style="" | {{#explode: {{{userparam}}} |,|1}} |- <noinclude>[[Category:Templates|QTHC]]</noinclude> 6din3ja1lref7h3bdtv62ycijm4dh1b 10 146 296 2019-03-19T14:07:57Z Greis>Michael 0 296 wikitext text/x-wiki <noinclude>=== TestQueryOutput === TestQueryOutput is an output template for Semantic MediaWiki '''ask''' queries. Specify it with the ''"template = " '' parameter. *This template supports the following query field parameters :*?# = the name of the wiki page (parameter 2, below) :*?shortname - (the short name of the wiki page, parameter 3, optional) :*?field_b - (parameter 4, optional) :*?field_c - (parameter 5, optional) The resulting list display looks like this: * link-to-wiki-page-as-shortname (field_b) - field_c </noinclude>[[{{{1}}}|{{#if: {{{2}}} |{{{2}}}|{{{1}}} }} ]] {{#if:{{{3|}}}|({{{3}}})|&nbsp; }} {{#if:{{{4|}}}| - {{{4}}}&nbsp; }}<noinclude>[[{{{1}}}|{{{2}}} ]] - 1 is {{{1}}}; 2 is {{{2}}}; 3 is {{{3}}}; 4 is {{{4}}}; 5 is {{{5}}}[[Category:Templates|ListQueryOutput]]</noinclude> e4z12uixnxx133oyzutyhouotrs45t0 297 296 2024-05-24T04:25:48Z Michael 1 1 revision imported 296 wikitext text/x-wiki <noinclude>=== TestQueryOutput === TestQueryOutput is an output template for Semantic MediaWiki '''ask''' queries. Specify it with the ''"template = " '' parameter. *This template supports the following query field parameters :*?# = the name of the wiki page (parameter 2, below) :*?shortname - (the short name of the wiki page, parameter 3, optional) :*?field_b - (parameter 4, optional) :*?field_c - (parameter 5, optional) The resulting list display looks like this: * link-to-wiki-page-as-shortname (field_b) - field_c </noinclude>[[{{{1}}}|{{#if: {{{2}}} |{{{2}}}|{{{1}}} }} ]] {{#if:{{{3|}}}|({{{3}}})|&nbsp; }} {{#if:{{{4|}}}| - {{{4}}}&nbsp; }}<noinclude>[[{{{1}}}|{{{2}}} ]] - 1 is {{{1}}}; 2 is {{{2}}}; 3 is {{{3}}}; 4 is {{{4}}}; 5 is {{{5}}}[[Category:Templates|ListQueryOutput]]</noinclude> e4z12uixnxx133oyzutyhouotrs45t0 10 147 298 2019-03-19T16:34:23Z Greis>Michael 0 Created page with "<includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTB_Test_CompletedProjects]]</noinclude>" 298 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTB_Test_CompletedProjects]]</noinclude> 9mzhzau8mofep8hwsdmbhg0p07d1bj8 299 298 2024-05-24T04:25:48Z Michael 1 1 revision imported 298 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTB_Test_CompletedProjects]]</noinclude> 9mzhzau8mofep8hwsdmbhg0p07d1bj8 10 148 300 2019-03-19T16:36:05Z Greis>Michael 0 Created page with "<includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} is 3 |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTBTestCompletedProjects]]</noinclude>" 300 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} is 3 |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTBTestCompletedProjects]]</noinclude> o5qhh8usxcj847rfg6726t8ucfipyx0 301 300 2024-05-24T04:25:48Z Michael 1 1 revision imported 300 wikitext text/x-wiki <includeonly> |-align="left" |[[{{{1}}}&#124;{{{2}}}]] |{{{3}}} is 3 |{{{4}}} |- </includeonly> <noinclude>[[Category:Templates|QTBTestCompletedProjects]]</noinclude> o5qhh8usxcj847rfg6726t8ucfipyx0 10 149 302 2019-12-18T19:25:28Z Greis>Michael 0 302 wikitext text/x-wiki <noinclude>=== ListQueryOutputTest === ListQueryOutput is an output template for Semantic MediaWiki '''ask''' queries. Specify it with the ''"template = " '' parameter. *Created 2019-12-18 to find out how not specifying the ?shortname parameter really works *The production template supports the following query field parameters :*The name of the wiki page is the first parameter and does not have to be specified in the query. :*?shortname - (the short name of the wiki page, parameter 2, optional) ::*If this '''is''' specified in the ASK query of the calling template, the shortname itself does not appear to be accessible as the second parameter ::*If this '''is not''' specified in the ASK query of the calling template, the template displays either the full page name or the short page name - not sure what determines this (level of subpage?) :*?field_b - (parameter 3, optional) :*?field_c - (parameter 4, optional) *Initial testing results: :*If the ?shortname parameter is left out, the next parameter becomes parameter 2 :*If the ?shortname parameter is included, the next parameter becomes parameter 3, but parameter 2 is not accessible. The resulting list display looks like this: * link-to-wiki-page-as-shortname (field_b) - field_c </noinclude>[[{{{1}}}|{{#if: {{{2}}} |{{{2}}}|{{{1}}} }} ]] {{#if:{{{3|}}}|({{{3}}})|&nbsp; }} {{#if:{{{4|}}}| - {{{4}}}&nbsp; }} Parameter 2: {{{2}}} and {{{2|}}}<noinclude>[[Category:Templates|ListQueryOutputTest]]</noinclude> giq5riv0347mncxtp3suu5v08fkyncy 303 302 2024-05-24T04:25:48Z Michael 1 1 revision imported 302 wikitext text/x-wiki <noinclude>=== ListQueryOutputTest === ListQueryOutput is an output template for Semantic MediaWiki '''ask''' queries. Specify it with the ''"template = " '' parameter. *Created 2019-12-18 to find out how not specifying the ?shortname parameter really works *The production template supports the following query field parameters :*The name of the wiki page is the first parameter and does not have to be specified in the query. :*?shortname - (the short name of the wiki page, parameter 2, optional) ::*If this '''is''' specified in the ASK query of the calling template, the shortname itself does not appear to be accessible as the second parameter ::*If this '''is not''' specified in the ASK query of the calling template, the template displays either the full page name or the short page name - not sure what determines this (level of subpage?) :*?field_b - (parameter 3, optional) :*?field_c - (parameter 4, optional) *Initial testing results: :*If the ?shortname parameter is left out, the next parameter becomes parameter 2 :*If the ?shortname parameter is included, the next parameter becomes parameter 3, but parameter 2 is not accessible. The resulting list display looks like this: * link-to-wiki-page-as-shortname (field_b) - field_c </noinclude>[[{{{1}}}|{{#if: {{{2}}} |{{{2}}}|{{{1}}} }} ]] {{#if:{{{3|}}}|({{{3}}})|&nbsp; }} {{#if:{{{4|}}}| - {{{4}}}&nbsp; }} Parameter 2: {{{2}}} and {{{2|}}}<noinclude>[[Category:Templates|ListQueryOutputTest]]</noinclude> giq5riv0347mncxtp3suu5v08fkyncy 10 150 304 2019-03-20T15:19:55Z Greis>Michael 0 304 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>action|<tt>''Description of action item''</tt>|wa=''which-action''|ad=''yyyy-mm-dd''|wp=''which project''<nowiki>}}</nowiki> === * 1st parameter - text description is required * wa= Create an action item of type "which-action": :*'''ToDo''' - to do item (MW text property ToDo) (default if wa= not specified) :*'''Waiting''' - waiting for someone (MW text property Waiting) :*'''FollowUp''' - follow up; used for wiki or infrastructure items (MW text property FollowUp) ::Allows distinguishing between items to be kept track of (FollowUp) and items requiring action (ToDo) * ad= date connected with the action (no default) * wp= which project this action is associated with (MW page property '''which project'''; default is the rootpagename) ::Most actions will use the default (the rootpagename). By adding a query to the top of any top-level page, all the actions associated with that "project"/page can be displayed. </noinclude><includeonly><span style="color:{{{color|#a00000}}}; background-color:{{{bg|#FBEFAB}}}; font-weight:bold ; font-family:{{{ff|inherit}}}">'''{{{wa|ToDo}}}:''' [[{{{wa|ToDo}}}::{{{1}}}]]</span> (on [[action date::{{{ad|0000-00-00}}}]] for [[which project::{{{wp|{{ROOTPAGENAME}}}}}]]) </includeonly><noinclude>[[Category:General and Workflow Templates|action]]</noinclude> ale960iqlhrpbuaqysae6gjm0djwzlg 305 304 2024-05-24T04:25:48Z Michael 1 1 revision imported 304 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>action|<tt>''Description of action item''</tt>|wa=''which-action''|ad=''yyyy-mm-dd''|wp=''which project''<nowiki>}}</nowiki> === * 1st parameter - text description is required * wa= Create an action item of type "which-action": :*'''ToDo''' - to do item (MW text property ToDo) (default if wa= not specified) :*'''Waiting''' - waiting for someone (MW text property Waiting) :*'''FollowUp''' - follow up; used for wiki or infrastructure items (MW text property FollowUp) ::Allows distinguishing between items to be kept track of (FollowUp) and items requiring action (ToDo) * ad= date connected with the action (no default) * wp= which project this action is associated with (MW page property '''which project'''; default is the rootpagename) ::Most actions will use the default (the rootpagename). By adding a query to the top of any top-level page, all the actions associated with that "project"/page can be displayed. </noinclude><includeonly><span style="color:{{{color|#a00000}}}; background-color:{{{bg|#FBEFAB}}}; font-weight:bold ; font-family:{{{ff|inherit}}}">'''{{{wa|ToDo}}}:''' [[{{{wa|ToDo}}}::{{{1}}}]]</span> (on [[action date::{{{ad|0000-00-00}}}]] for [[which project::{{{wp|{{ROOTPAGENAME}}}}}]]) </includeonly><noinclude>[[Category:General and Workflow Templates|action]]</noinclude> ale960iqlhrpbuaqysae6gjm0djwzlg 10 151 306 2017-03-02T18:37:44Z Greis>Michael 0 306 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>Cite book<nowiki>}}</nowiki> === Create a citation for a book. Template with all fields below. *To have the reference appear at the bottom of a page, surround the full template with: :<nowiki><ref name="book">{{cite book...}}</ref></nowiki> and put the <tt><nowiki><references/></nowiki></tt> tag wherever on the page you want the reference to appear. Template with all fields: <tt><nowiki>{{cite book |last= |first= |coauthors= |title= |origdate= |origyear= |origmonth= |url=http:// |format=Hardcover |accessdate= |accessyear= |accessmonth= |edition= |series= |date= |year= |month= |publisher= |location= |language= |isbn=978-0000000000 |oclc= |doi= |id= |pages= |chapter= |chapterurl= |quote= }}</nowiki> </noinclude><includeonly><includeonly><Cite class="book" style="font-style:normal" {{ #if: {{{ref|}}} |{{#ifeq:{{{ref}}}|none||id="{{{ref}}}"}} |{{#if:{{{last|}}} | {{#if:{{{year|}}} | id="Reference-{{{last}}}-{{{year}}}" }} }} }}>{{ #if: {{{author|}}}{{{last|}}} | {{ #if: {{{authorlink|}}} | [[{{{authorlink}}}|{{ #if: {{{last|}}} | {{{last}}}{{ #if: {{{first|}}} | , {{{first}}} }} | {{{author}}} }}]] | {{ #if: {{{last|}}} | {{{last}}}{{ #if: {{{first|}}} | , {{{first}}} }} | {{{author}}} }} }} }}{{ #if: {{{author|}}}{{{last|}}} | {{ #if: {{{coauthors|}}} | <nowiki>;</nowiki>&#32;{{{coauthors}}} }} }}{{ #if: {{{origdate|}}} | &#32;<nowiki>[</nowiki>{{{origdate}}}] | {{ #if: {{{origyear|}}} | {{ #if: {{{origmonth|}}} | &#32;<nowiki>[</nowiki>{{{origmonth}}} {{{origyear}}}] | &#32;<nowiki>[</nowiki>{{{origyear}}}] }} }} }}{{ #if: {{{date|}}} | &#32;({{{date}}}) | {{ #if: {{{year|}}} | {{ #if: {{{month|}}} | &#32;({{{month}}} {{{year}}}) | &#32;({{{year}}}) }} }} }}{{ #if: {{{author|}}}{{{last|}}} | . }}{{ #if: {{{chapter|}}} | &#32;"{{ #if: {{{chapterurl|}}} | [{{{chapterurl}}} {{{chapter}}}] | {{{chapter}}} }}",}}{{ #if: {{{editor|}}} | &#32;in {{{editor}}}: }} <i>{{ #if: {{{url|}}} | [{{{url}}} {{{title}}}] | {{{title}}} }}</i>{{ #if: {{{format|}}} | &#32;({{{format}}}) }}{{ #if: {{{others|}}} | , {{{others}}} }}{{ #if: {{{edition|}}} | , {{{edition}}} }}{{ #if: {{{series|}}} | , {{{series}}} }}{{ #if: {{{language|}}} | &#32;(in {{{language}}}) }}{{ #if: {{{publisher|}}} | {{#if: {{{format|}}}{{{others|}}}{{{edition|}}} | ,&#32; | .&#32; }}{{ #if: {{{location|}}} | {{{location}}}:&#32; }}{{{publisher}}} }}{{ #if: {{{pages|}}} | ,&#32;{{{pages}}} }}{{ #if: {{{doi|}}} | . [[Digital object identifier|DOI]]:[http://dx.doi.org/{{{doi|{{{doilabel|}}}}}} {{{doi}}}] }}{{ #if: {{{id|}}} | . {{{id}}} }}{{ #if: {{{isbn|}}} | . ISBN {{{isbn}}} }}{{ #if: {{{oclc|}}} | . [[OCLC]] [http://worldcat.org/oclc/{{urlencode:{{{oclc}}}}} {{{oclc}}}] }}{{ #if: {{{url|}}} | {{ #if: {{{accessdate|}}} | . Retrieved on [[{{{accessdate}}}]] | {{ #if: {{{accessyear|}}} | . Retrieved {{ #if: {{{accessmonth|}}} | on [[{{{accessmonth}}} {{{accessyear}}}]] | during [[{{{accessyear}}}]] }}}} }} }}.{{ #if: {{{quote|}}} | &nbsp;“{{{quote}}}” }}</cite><!-- This is a COinS tag (http://ocoins.info), which allows automated tools to parse the citation information: --><span class="Z3988" title="ctx_ver=Z39.88-2004<!-- -->&rft_val_fmt={{urlencode:info:ofi/fmt:kev:mtx:book}}<!-- Field descriptions: http://www.openurl.info/registry/docs/mtx/info:ofi/fmt:kev:mtx:book -->&rft.genre=book<!-- book: a publication that is complete in one part or a designated finite number of parts, often identified with an ISBN. (genre could also be bookitem, conference, proceeding, report, document, or unknown) -->&rft.btitle={{urlencode:{{{title|}}}}}<!-- The title of the book. This can also be expressed as title, for compatibility with version 0.1. "moby dick or the white whale" -->{{#if: {{{chapter|}}} | &rft.atitle={{urlencode:{{{chapter}}}}} }}<!-- Chapter title. Chapter title is included if it is a distinct title, e.g. "The Push Westward." -->{{#if: {{{last|}}} | &rft.aulast={{urlencode:{{{last}}}}} }}<!-- First author's family name. This may be more than one word ... e.g. Smith, Fred James is recorded as "aulast=smith" -->{{#if: {{{first|}}} | &rft.aufirst={{urlencode:{{{first}}}}} }}<!-- First author's given name or names or initials. This data element may contain multiple words and punctuation, e.g. "Fred F", "Fred James" -->{{#if: {{{author|}}} | &rft.au={{urlencode:{{{author}}}}} }}<!-- This data element contains the full name of a single author, e.g. "Smith, Fred M", "Harry S. Truman". -->{{#if: {{{date|}}} | &rft.date={{urlencode:{{{date}}}}} | {{#if: {{{year|}}} | &rft.date={{urlencode:{{{year}}}}} }} }}<!-- Date of publication. Book dates are assumed to be a single year. (or ISO 8601) -->{{#if: {{{edition|}}} | &rft.edition={{urlencode:{{{edition}}}}} }}<!-- Statement of the edition of the book. This will usually be a phrase, with or without numbers, but may be a single number, e.g. "First edition", "4th ed." -->{{#if: {{{publisher|}}} | &rft.pub={{urlencode:{{{publisher}}}}} }}<!-- Publisher name. "Harper and Row" -->{{#if: {{{location|}}} | &rft.place={{urlencode:{{{location}}}}} }}<!-- Place of publication. "New York" -->{{#if: {{{pages|}}} | &rft.pages={{urlencode:{{{pages}}}}} }}<!-- Start and end pages for parts of a book, e.g. "124-147" ... This data element includes the OpenURL 0.1 definition of "pages". -->{{#if: {{{series|}}} | &rft.series={{urlencode:{{{series}}}}} }}<!-- The title of a series in which the book or document was issued. There may also be an ISSN associated with the series. -->{{#if: {{{isbn|}}} | &rft.isbn={{{isbn}}} }}<!-- International Standard Book Number (ISBN) ... i.e. "057117678X" but it may contain hyphens, e.g. "1-878067-73-7" -->{{#if: {{{oclc|}}} | &rft_id=info:oclcnum/{{{oclc}}} }}<!-- -->{{#if: {{{doi|}}} | &rft_id=info:doi/{{urlencode:{{{doi}}}}} }}<!-- -->{{#if: {{{url|}}} | &rft_id={{urlencode:{{{url}}}}} }}<!-- -->">&nbsp;</span></includeonly><noinclude>{{/doc}}[[Category:General and Workflow Templates|Cite book]]</noinclude> dx1vibgnnqpgsqkwa5vhwxzdz50fcdf 307 306 2024-05-24T04:25:48Z Michael 1 1 revision imported 306 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>Cite book<nowiki>}}</nowiki> === Create a citation for a book. Template with all fields below. *To have the reference appear at the bottom of a page, surround the full template with: :<nowiki><ref name="book">{{cite book...}}</ref></nowiki> and put the <tt><nowiki><references/></nowiki></tt> tag wherever on the page you want the reference to appear. Template with all fields: <tt><nowiki>{{cite book |last= |first= |coauthors= |title= |origdate= |origyear= |origmonth= |url=http:// |format=Hardcover |accessdate= |accessyear= |accessmonth= |edition= |series= |date= |year= |month= |publisher= |location= |language= |isbn=978-0000000000 |oclc= |doi= |id= |pages= |chapter= |chapterurl= |quote= }}</nowiki> </noinclude><includeonly><includeonly><Cite class="book" style="font-style:normal" {{ #if: {{{ref|}}} |{{#ifeq:{{{ref}}}|none||id="{{{ref}}}"}} |{{#if:{{{last|}}} | {{#if:{{{year|}}} | id="Reference-{{{last}}}-{{{year}}}" }} }} }}>{{ #if: {{{author|}}}{{{last|}}} | {{ #if: {{{authorlink|}}} | [[{{{authorlink}}}|{{ #if: {{{last|}}} | {{{last}}}{{ #if: {{{first|}}} | , {{{first}}} }} | {{{author}}} }}]] | {{ #if: {{{last|}}} | {{{last}}}{{ #if: {{{first|}}} | , {{{first}}} }} | {{{author}}} }} }} }}{{ #if: {{{author|}}}{{{last|}}} | {{ #if: {{{coauthors|}}} | <nowiki>;</nowiki>&#32;{{{coauthors}}} }} }}{{ #if: {{{origdate|}}} | &#32;<nowiki>[</nowiki>{{{origdate}}}] | {{ #if: {{{origyear|}}} | {{ #if: {{{origmonth|}}} | &#32;<nowiki>[</nowiki>{{{origmonth}}} {{{origyear}}}] | &#32;<nowiki>[</nowiki>{{{origyear}}}] }} }} }}{{ #if: {{{date|}}} | &#32;({{{date}}}) | {{ #if: {{{year|}}} | {{ #if: {{{month|}}} | &#32;({{{month}}} {{{year}}}) | &#32;({{{year}}}) }} }} }}{{ #if: {{{author|}}}{{{last|}}} | . }}{{ #if: {{{chapter|}}} | &#32;"{{ #if: {{{chapterurl|}}} | [{{{chapterurl}}} {{{chapter}}}] | {{{chapter}}} }}",}}{{ #if: {{{editor|}}} | &#32;in {{{editor}}}: }} <i>{{ #if: {{{url|}}} | [{{{url}}} {{{title}}}] | {{{title}}} }}</i>{{ #if: {{{format|}}} | &#32;({{{format}}}) }}{{ #if: {{{others|}}} | , {{{others}}} }}{{ #if: {{{edition|}}} | , {{{edition}}} }}{{ #if: {{{series|}}} | , {{{series}}} }}{{ #if: {{{language|}}} | &#32;(in {{{language}}}) }}{{ #if: {{{publisher|}}} | {{#if: {{{format|}}}{{{others|}}}{{{edition|}}} | ,&#32; | .&#32; }}{{ #if: {{{location|}}} | {{{location}}}:&#32; }}{{{publisher}}} }}{{ #if: {{{pages|}}} | ,&#32;{{{pages}}} }}{{ #if: {{{doi|}}} | . [[Digital object identifier|DOI]]:[http://dx.doi.org/{{{doi|{{{doilabel|}}}}}} {{{doi}}}] }}{{ #if: {{{id|}}} | . {{{id}}} }}{{ #if: {{{isbn|}}} | . ISBN {{{isbn}}} }}{{ #if: {{{oclc|}}} | . [[OCLC]] [http://worldcat.org/oclc/{{urlencode:{{{oclc}}}}} {{{oclc}}}] }}{{ #if: {{{url|}}} | {{ #if: {{{accessdate|}}} | . Retrieved on [[{{{accessdate}}}]] | {{ #if: {{{accessyear|}}} | . Retrieved {{ #if: {{{accessmonth|}}} | on [[{{{accessmonth}}} {{{accessyear}}}]] | during [[{{{accessyear}}}]] }}}} }} }}.{{ #if: {{{quote|}}} | &nbsp;“{{{quote}}}” }}</cite><!-- This is a COinS tag (http://ocoins.info), which allows automated tools to parse the citation information: --><span class="Z3988" title="ctx_ver=Z39.88-2004<!-- -->&rft_val_fmt={{urlencode:info:ofi/fmt:kev:mtx:book}}<!-- Field descriptions: http://www.openurl.info/registry/docs/mtx/info:ofi/fmt:kev:mtx:book -->&rft.genre=book<!-- book: a publication that is complete in one part or a designated finite number of parts, often identified with an ISBN. (genre could also be bookitem, conference, proceeding, report, document, or unknown) -->&rft.btitle={{urlencode:{{{title|}}}}}<!-- The title of the book. This can also be expressed as title, for compatibility with version 0.1. "moby dick or the white whale" -->{{#if: {{{chapter|}}} | &rft.atitle={{urlencode:{{{chapter}}}}} }}<!-- Chapter title. Chapter title is included if it is a distinct title, e.g. "The Push Westward." -->{{#if: {{{last|}}} | &rft.aulast={{urlencode:{{{last}}}}} }}<!-- First author's family name. This may be more than one word ... e.g. Smith, Fred James is recorded as "aulast=smith" -->{{#if: {{{first|}}} | &rft.aufirst={{urlencode:{{{first}}}}} }}<!-- First author's given name or names or initials. This data element may contain multiple words and punctuation, e.g. "Fred F", "Fred James" -->{{#if: {{{author|}}} | &rft.au={{urlencode:{{{author}}}}} }}<!-- This data element contains the full name of a single author, e.g. "Smith, Fred M", "Harry S. Truman". -->{{#if: {{{date|}}} | &rft.date={{urlencode:{{{date}}}}} | {{#if: {{{year|}}} | &rft.date={{urlencode:{{{year}}}}} }} }}<!-- Date of publication. Book dates are assumed to be a single year. (or ISO 8601) -->{{#if: {{{edition|}}} | &rft.edition={{urlencode:{{{edition}}}}} }}<!-- Statement of the edition of the book. This will usually be a phrase, with or without numbers, but may be a single number, e.g. "First edition", "4th ed." -->{{#if: {{{publisher|}}} | &rft.pub={{urlencode:{{{publisher}}}}} }}<!-- Publisher name. "Harper and Row" -->{{#if: {{{location|}}} | &rft.place={{urlencode:{{{location}}}}} }}<!-- Place of publication. "New York" -->{{#if: {{{pages|}}} | &rft.pages={{urlencode:{{{pages}}}}} }}<!-- Start and end pages for parts of a book, e.g. "124-147" ... This data element includes the OpenURL 0.1 definition of "pages". -->{{#if: {{{series|}}} | &rft.series={{urlencode:{{{series}}}}} }}<!-- The title of a series in which the book or document was issued. There may also be an ISSN associated with the series. -->{{#if: {{{isbn|}}} | &rft.isbn={{{isbn}}} }}<!-- International Standard Book Number (ISBN) ... i.e. "057117678X" but it may contain hyphens, e.g. "1-878067-73-7" -->{{#if: {{{oclc|}}} | &rft_id=info:oclcnum/{{{oclc}}} }}<!-- -->{{#if: {{{doi|}}} | &rft_id=info:doi/{{urlencode:{{{doi}}}}} }}<!-- -->{{#if: {{{url|}}} | &rft_id={{urlencode:{{{url}}}}} }}<!-- -->">&nbsp;</span></includeonly><noinclude>{{/doc}}[[Category:General and Workflow Templates|Cite book]]</noinclude> dx1vibgnnqpgsqkwa5vhwxzdz50fcdf 10 152 308 2017-03-02T18:38:37Z Greis>Michael 0 308 wikitext text/x-wiki <includeonly><cite style="font-style:normal">{{#if:{{{author|}}}{{{last|}}} |{{#if:{{{authorlink|}}} |[[{{{authorlink}}}|{{#if: {{{last|}}} |{{{last}}}{{#if: {{{first|}}} |, {{{first}}} }} |{{{author}}} }}]] |{{#if:{{{last|}}} |{{{last}}}{{#if: {{{first|}}} |, {{{first}}} }} |{{{author}}} }} }} }}{{#if:{{{author|}}}{{{last|}}} |{{#if:{{{coauthors|}}} | <nowiki>;</nowiki> {{{coauthors}}} }} }}{{#if:{{{date|}}} |&#32;({{{date}}}) |{{#if:{{{year|}}} |{{#if:{{{month|}}} |&#32;({{{month}}} {{{year}}}) |&#32;({{{year}}}) }} }} }}{{#if:{{{author|}}}{{{last|}}} | . }}{{#if:{{{author|}}}{{{last|}}}{{{year|}}}{{{date|}}} | &#32; }}{{#ifeq:{{{quotes|}}} | no | | {{#if: {{{curly|}}}|“|"}} }}{{#if:{{{url|}}} |[{{{url}}} {{{title}}}] |{{{title}}} }}{{#ifeq:{{{quotes|}}} | no | | {{#if: {{{curly|}}}|”|"}} }}{{#if: {{{language|}}} | &#32;(in {{{language}}}) }}{{#if: {{{format|}}} | &#32;({{{format}}}) }}{{#if:{{{journal|}}} |. ''{{{journal}}}'' }}{{#if:{{{volume|}}} |&#32;'''{{{volume}}}''' }}{{#if:{{{issue|}}} |&#32;({{{issue}}}) }}{{#if:{{{pages|}}} |<nowiki>:</nowiki> {{{pages}}} }}{{#if: {{{doi|}}} | . [[Digital object identifier|DOI]]:[http://dx.doi.org/{{{doi|{{{doilabel|}}}}}} {{{doi}}}] }}{{#if:{{{issn|}}} |. [[International Standard Serial Number|ISSN]] [http://worldcat.org/issn/{{{issn}}} {{{issn}}}] }}{{#if:{{{pmid|}}} |. PMID {{{pmid}}} }}{{#if:{{{id|}}} |. {{{id}}} }}{{#if:{{{accessdate|}}} |. Retrieved on [[{{{accessdate}}}]]{{#if: {{{accessyear|}}} | , [[{{{accessyear}}}]] }} }}{{#if: {{{accessmonthday|}}} | &#32;Retrieved on {{{accessmonthday}}}, {{{accessyear}}} }}{{#if: {{{accessdaymonth|}}} | &#32;Retrieved on {{{accessdaymonth}}} {{{accessyear}}} }}{{#if: {{{laysummary|}}} |. [{{{laysummary}}} Lay summary]{{#if: {{{laysource|}}}|&nbsp;&ndash;&nbsp;''{{{laysource}}}''}} }}{{#if: {{{laydate|}}} | &#32;([[{{{laydate}}}]]) }}.{{#if: {{{quote|}}} | &#32;“{{{quote}}}” }}</cite><!-- This is a COinS tag (http://ocoins.info), which allows automated tools to parse the citation information: --><span class="Z3988" title="ctx_ver=Z39.88-2004<!-- -->&rft_val_fmt={{urlencode:info:ofi/fmt:kev:mtx:journal}}<!-- Field descriptions: http://www.openurl.info/registry/docs/mtx/info:ofi/fmt:kev:mtx:journal -->&rft.genre=article<!-- article: a document published in a journal. (genre could also be (the entire) journal, issue, conference, proceeding, preprint, or unknown) -->{{#if: {{{title|}}} | &rft.atitle={{urlencode:{{{title}}}}} }}<!-- Article title. -->{{#if: {{{journal|}}} | &rft.jtitle={{urlencode:{{{journal}}}}} }}<!-- Journal title. Use the most complete title available ... "journal of the american medical association" -->{{#if: {{{date|}}} | &rft.date={{urlencode:{{{date}}}}} | {{#if: {{{year|}}} | &rft.date={{urlencode:{{{year}}}}} }} }}<!-- Date of publication. (ISO 8601) -->{{#if: {{{volume|}}} | &rft.volume={{urlencode:{{{volume}}}}} }}<!-- Volume designation usually expressed as a number but could be roman numerals or non-numeric, i.e. "124", or "VI". -->{{#if: {{{issue|}}} | &rft.issue={{urlencode:{{{issue}}}}} }}<!-- This is the designation of the published issue of a journal ... could be non-numeric -->{{#if: {{{author|}}} | &rft.au={{urlencode:{{{author}}}}} }}<!-- This data element contains the full name of a single author, i. e. "Smith, Fred M", "Harry S. Truman". -->{{#if: {{{last|}}} | &rft.aulast={{urlencode:{{{last}}}}} }}<!-- First author's family name. This may be more than one word ... i.e. Smith, Fred James is recorded as "aulast=smith" -->{{#if: {{{first|}}} | &rft.aufirst={{urlencode:{{{first}}}}} }}<!-- First author's given name or names or initials. This data element may contain multiple words and punctuation, i.e, "Fred James" -->{{#if: {{{pages|}}} | &rft.pages={{urlencode:{{{pages}}}}} }}<!-- Start and end pages, i.e. "53-58". This can also be used for an unstructured pagination statement when data relating to pagination cannot be interpreted as a start-end pair, i.e. "A7, C4-9", "1-3,6". -->{{#if: {{{issn|}}} | &rft.issn={{urlencode:{{{issn}}}}} }}<!-- International Standard Serials Number (ISSN). The issn may contain a hyphen, i.e. "1041-5653" -->{{#if: {{{pmid|}}} | &rft_id=info:pmid/{{urlencode:{{{pmid}}}}}}}<!-- PubMed ID -->{{#if: {{{doi|}}} | &rft_id=info:doi/{{urlencode:{{{doi}}}}} }}<!-- DOI -->{{#if: {{{url|}}} | &rft_id={{urlencode:{{{url}}}}} }}<!-- URL -->">&nbsp;</span></includeonly><noinclude>{{/doc}}[[Category:General and Workflow Templates|Cite journal]]</noinclude> gda9pvrv02ihps8041ddvbdtkghfyq2 309 308 2024-05-24T04:25:48Z Michael 1 1 revision imported 308 wikitext text/x-wiki <includeonly><cite style="font-style:normal">{{#if:{{{author|}}}{{{last|}}} |{{#if:{{{authorlink|}}} |[[{{{authorlink}}}|{{#if: {{{last|}}} |{{{last}}}{{#if: {{{first|}}} |, {{{first}}} }} |{{{author}}} }}]] |{{#if:{{{last|}}} |{{{last}}}{{#if: {{{first|}}} |, {{{first}}} }} |{{{author}}} }} }} }}{{#if:{{{author|}}}{{{last|}}} |{{#if:{{{coauthors|}}} | <nowiki>;</nowiki> {{{coauthors}}} }} }}{{#if:{{{date|}}} |&#32;({{{date}}}) |{{#if:{{{year|}}} |{{#if:{{{month|}}} |&#32;({{{month}}} {{{year}}}) |&#32;({{{year}}}) }} }} }}{{#if:{{{author|}}}{{{last|}}} | . }}{{#if:{{{author|}}}{{{last|}}}{{{year|}}}{{{date|}}} | &#32; }}{{#ifeq:{{{quotes|}}} | no | | {{#if: {{{curly|}}}|“|"}} }}{{#if:{{{url|}}} |[{{{url}}} {{{title}}}] |{{{title}}} }}{{#ifeq:{{{quotes|}}} | no | | {{#if: {{{curly|}}}|”|"}} }}{{#if: {{{language|}}} | &#32;(in {{{language}}}) }}{{#if: {{{format|}}} | &#32;({{{format}}}) }}{{#if:{{{journal|}}} |. ''{{{journal}}}'' }}{{#if:{{{volume|}}} |&#32;'''{{{volume}}}''' }}{{#if:{{{issue|}}} |&#32;({{{issue}}}) }}{{#if:{{{pages|}}} |<nowiki>:</nowiki> {{{pages}}} }}{{#if: {{{doi|}}} | . [[Digital object identifier|DOI]]:[http://dx.doi.org/{{{doi|{{{doilabel|}}}}}} {{{doi}}}] }}{{#if:{{{issn|}}} |. [[International Standard Serial Number|ISSN]] [http://worldcat.org/issn/{{{issn}}} {{{issn}}}] }}{{#if:{{{pmid|}}} |. PMID {{{pmid}}} }}{{#if:{{{id|}}} |. {{{id}}} }}{{#if:{{{accessdate|}}} |. Retrieved on [[{{{accessdate}}}]]{{#if: {{{accessyear|}}} | , [[{{{accessyear}}}]] }} }}{{#if: {{{accessmonthday|}}} | &#32;Retrieved on {{{accessmonthday}}}, {{{accessyear}}} }}{{#if: {{{accessdaymonth|}}} | &#32;Retrieved on {{{accessdaymonth}}} {{{accessyear}}} }}{{#if: {{{laysummary|}}} |. [{{{laysummary}}} Lay summary]{{#if: {{{laysource|}}}|&nbsp;&ndash;&nbsp;''{{{laysource}}}''}} }}{{#if: {{{laydate|}}} | &#32;([[{{{laydate}}}]]) }}.{{#if: {{{quote|}}} | &#32;“{{{quote}}}” }}</cite><!-- This is a COinS tag (http://ocoins.info), which allows automated tools to parse the citation information: --><span class="Z3988" title="ctx_ver=Z39.88-2004<!-- -->&rft_val_fmt={{urlencode:info:ofi/fmt:kev:mtx:journal}}<!-- Field descriptions: http://www.openurl.info/registry/docs/mtx/info:ofi/fmt:kev:mtx:journal -->&rft.genre=article<!-- article: a document published in a journal. (genre could also be (the entire) journal, issue, conference, proceeding, preprint, or unknown) -->{{#if: {{{title|}}} | &rft.atitle={{urlencode:{{{title}}}}} }}<!-- Article title. -->{{#if: {{{journal|}}} | &rft.jtitle={{urlencode:{{{journal}}}}} }}<!-- Journal title. Use the most complete title available ... "journal of the american medical association" -->{{#if: {{{date|}}} | &rft.date={{urlencode:{{{date}}}}} | {{#if: {{{year|}}} | &rft.date={{urlencode:{{{year}}}}} }} }}<!-- Date of publication. (ISO 8601) -->{{#if: {{{volume|}}} | &rft.volume={{urlencode:{{{volume}}}}} }}<!-- Volume designation usually expressed as a number but could be roman numerals or non-numeric, i.e. "124", or "VI". -->{{#if: {{{issue|}}} | &rft.issue={{urlencode:{{{issue}}}}} }}<!-- This is the designation of the published issue of a journal ... could be non-numeric -->{{#if: {{{author|}}} | &rft.au={{urlencode:{{{author}}}}} }}<!-- This data element contains the full name of a single author, i. e. "Smith, Fred M", "Harry S. Truman". -->{{#if: {{{last|}}} | &rft.aulast={{urlencode:{{{last}}}}} }}<!-- First author's family name. This may be more than one word ... i.e. Smith, Fred James is recorded as "aulast=smith" -->{{#if: {{{first|}}} | &rft.aufirst={{urlencode:{{{first}}}}} }}<!-- First author's given name or names or initials. This data element may contain multiple words and punctuation, i.e, "Fred James" -->{{#if: {{{pages|}}} | &rft.pages={{urlencode:{{{pages}}}}} }}<!-- Start and end pages, i.e. "53-58". This can also be used for an unstructured pagination statement when data relating to pagination cannot be interpreted as a start-end pair, i.e. "A7, C4-9", "1-3,6". -->{{#if: {{{issn|}}} | &rft.issn={{urlencode:{{{issn}}}}} }}<!-- International Standard Serials Number (ISSN). The issn may contain a hyphen, i.e. "1041-5653" -->{{#if: {{{pmid|}}} | &rft_id=info:pmid/{{urlencode:{{{pmid}}}}}}}<!-- PubMed ID -->{{#if: {{{doi|}}} | &rft_id=info:doi/{{urlencode:{{{doi}}}}} }}<!-- DOI -->{{#if: {{{url|}}} | &rft_id={{urlencode:{{{url}}}}} }}<!-- URL -->">&nbsp;</span></includeonly><noinclude>{{/doc}}[[Category:General and Workflow Templates|Cite journal]]</noinclude> gda9pvrv02ihps8041ddvbdtkghfyq2 10 153 310 2017-03-02T18:39:22Z Greis>Michael 0 310 wikitext text/x-wiki <includeonly>{{ #if: {{#if: {{{url|}}} | {{#if: {{{title|}}} |1}}}} ||Error on call to [[Template:cite web]]: Parameters '''url''' and '''title''' must be specified }}{{ #if: {{{archiveurl|}}}{{{archivedate|}}} | {{#if: {{#if: {{{archiveurl|}}}| {{#if: {{{archivedate|}}} |1}}}} ||Error on call to [[template:cite web]]: Parameters '''archiveurl''' and '''archivedate''' must be both specified or both omitted }} }}{{#if: {{{author|}}}{{{last|}}} | {{#if: {{{authorlink|}}} | [[{{{authorlink}}}|{{#if: {{{last|}}} | {{{last}}}{{#if: {{{first|}}} | , {{{first}}} }} | {{{author}}} }}]] | {{#if: {{{last|}}} | {{{last}}}{{#if: {{{first|}}} | , {{{first}}} }} | {{{author}}} }} }} }}{{#if: {{{author|}}}{{{last|}}} | {{#if: {{{coauthors|}}}| <nowiki>;</nowiki>&#32;{{{coauthors}}} }} }}{{#if: {{{author|}}}{{{last|}}}| {{#if: {{{date|}}} | &#32;({{{date}}}) | {{#if: {{{year|}}} | {{#if: {{{month|}}} | &#32;({{{month}}} {{{year}}}) | &#32;({{{year}}}) }} }} |}} }}{{#if: {{{last|}}}{{{author|}}} | .&#32;}}{{ #if: {{{editor|}}} | &#32;{{{editor}}}: }}{{#if: {{{archiveurl|}}} | {{#if: {{{archiveurl|}}} | {{#if: {{{title|}}} | [{{{archiveurl}}} {{{title}}}] }}}} | {{#if: {{{url|}}} | {{#if: {{{title|}}} | [{{{url}}} {{{title}}}] }}}} }}{{#if: {{{language|}}} | &#32;<span style="font-size: 0.95em; font-weight: bold; color:#555; position: relative;">({{{language}}})</span> }}{{#if: {{{format|}}} | &#32;({{{format|}}}) }}{{#if: {{{work|}}} | .&#32;''{{{work}}}'' }}{{#if: {{{pages|}}} | &#32;{{{pages}}} }}{{#if: {{{publisher|}}} | .&#32;{{{publisher}}}{{#if: {{{author|}}}{{{last|}}} | | {{#if: {{{date|}}}{{{year|}}}{{{month|}}} || }} }} }}{{#if: {{{author|}}}{{{last|}}} ||{{#if: {{{date|}}} | &#32;({{{date}}}) | {{#if: {{{year|}}} | {{#if: {{{month|}}} | &#32;({{{month}}} {{{year}}}) | &#32;({{{year}}}) }} }} }} }}.{{#if: {{{archivedate|}}} | &#32;Archived from [{{{url}}} the original] on [[{{{archivedate}}}]]. }}{{#if: {{{doi|}}} | &#32;[[Digital object identifier|DOI]]:[http://dx.doi.org/{{{doi|{{{doilabel|}}}}}} {{{doi}}}]. }}{{#if: {{{accessdate|}}} | &#32;Retrieved on [[{{{accessdate}}}]]{{#if: {{{accessyear|}}} | , [[{{{accessyear}}}]] }}. }}{{#if: {{{accessmonthday|}}} | &#32;Retrieved on {{{accessmonthday}}}, {{{accessyear}}}. }}{{#if: {{{accessdaymonth|}}} | &#32;Retrieved on {{{accessdaymonth}}} {{{accessyear}}}. }}{{#if: {{{quote|}}} | &nbsp;“{{{quote}}}” }}</includeonly><noinclude>{{/doc}}[[Category:General and Workflow Templates|Cite web]] </noinclude> k3mim570unvie3odm5249bo0m24u077 311 310 2024-05-24T04:25:48Z Michael 1 1 revision imported 310 wikitext text/x-wiki <includeonly>{{ #if: {{#if: {{{url|}}} | {{#if: {{{title|}}} |1}}}} ||Error on call to [[Template:cite web]]: Parameters '''url''' and '''title''' must be specified }}{{ #if: {{{archiveurl|}}}{{{archivedate|}}} | {{#if: {{#if: {{{archiveurl|}}}| {{#if: {{{archivedate|}}} |1}}}} ||Error on call to [[template:cite web]]: Parameters '''archiveurl''' and '''archivedate''' must be both specified or both omitted }} }}{{#if: {{{author|}}}{{{last|}}} | {{#if: {{{authorlink|}}} | [[{{{authorlink}}}|{{#if: {{{last|}}} | {{{last}}}{{#if: {{{first|}}} | , {{{first}}} }} | {{{author}}} }}]] | {{#if: {{{last|}}} | {{{last}}}{{#if: {{{first|}}} | , {{{first}}} }} | {{{author}}} }} }} }}{{#if: {{{author|}}}{{{last|}}} | {{#if: {{{coauthors|}}}| <nowiki>;</nowiki>&#32;{{{coauthors}}} }} }}{{#if: {{{author|}}}{{{last|}}}| {{#if: {{{date|}}} | &#32;({{{date}}}) | {{#if: {{{year|}}} | {{#if: {{{month|}}} | &#32;({{{month}}} {{{year}}}) | &#32;({{{year}}}) }} }} |}} }}{{#if: {{{last|}}}{{{author|}}} | .&#32;}}{{ #if: {{{editor|}}} | &#32;{{{editor}}}: }}{{#if: {{{archiveurl|}}} | {{#if: {{{archiveurl|}}} | {{#if: {{{title|}}} | [{{{archiveurl}}} {{{title}}}] }}}} | {{#if: {{{url|}}} | {{#if: {{{title|}}} | [{{{url}}} {{{title}}}] }}}} }}{{#if: {{{language|}}} | &#32;<span style="font-size: 0.95em; font-weight: bold; color:#555; position: relative;">({{{language}}})</span> }}{{#if: {{{format|}}} | &#32;({{{format|}}}) }}{{#if: {{{work|}}} | .&#32;''{{{work}}}'' }}{{#if: {{{pages|}}} | &#32;{{{pages}}} }}{{#if: {{{publisher|}}} | .&#32;{{{publisher}}}{{#if: {{{author|}}}{{{last|}}} | | {{#if: {{{date|}}}{{{year|}}}{{{month|}}} || }} }} }}{{#if: {{{author|}}}{{{last|}}} ||{{#if: {{{date|}}} | &#32;({{{date}}}) | {{#if: {{{year|}}} | {{#if: {{{month|}}} | &#32;({{{month}}} {{{year}}}) | &#32;({{{year}}}) }} }} }} }}.{{#if: {{{archivedate|}}} | &#32;Archived from [{{{url}}} the original] on [[{{{archivedate}}}]]. }}{{#if: {{{doi|}}} | &#32;[[Digital object identifier|DOI]]:[http://dx.doi.org/{{{doi|{{{doilabel|}}}}}} {{{doi}}}]. }}{{#if: {{{accessdate|}}} | &#32;Retrieved on [[{{{accessdate}}}]]{{#if: {{{accessyear|}}} | , [[{{{accessyear}}}]] }}. }}{{#if: {{{accessmonthday|}}} | &#32;Retrieved on {{{accessmonthday}}}, {{{accessyear}}}. }}{{#if: {{{accessdaymonth|}}} | &#32;Retrieved on {{{accessdaymonth}}} {{{accessyear}}}. }}{{#if: {{{quote|}}} | &nbsp;“{{{quote}}}” }}</includeonly><noinclude>{{/doc}}[[Category:General and Workflow Templates|Cite web]] </noinclude> k3mim570unvie3odm5249bo0m24u077 10 154 312 2017-03-02T18:44:33Z Greis>Michael 0 312 wikitext text/x-wiki <noinclude>=== <nowiki>{{td|</nowiki>'''td_task_number'''<nowiki>}}</nowiki> === Parameters (default value): :'''td_task_number''' - permanent link number for corresponding Toodledo task (digits only) ::Available from Toodledo Action icon next to task name </noinclude><includeonly>[http://www.toodledo.com/tasks/index.php?x=222181#task_{{{1}}} TD task {{{1}}}]</includeonly><noinclude>[[Category:General and Workflow Templates|td]]</noinclude> jwkzftu54ti2cvhw494u6mwwcpk9a88 313 312 2024-05-24T04:25:48Z Michael 1 1 revision imported 312 wikitext text/x-wiki <noinclude>=== <nowiki>{{td|</nowiki>'''td_task_number'''<nowiki>}}</nowiki> === Parameters (default value): :'''td_task_number''' - permanent link number for corresponding Toodledo task (digits only) ::Available from Toodledo Action icon next to task name </noinclude><includeonly>[http://www.toodledo.com/tasks/index.php?x=222181#task_{{{1}}} TD task {{{1}}}]</includeonly><noinclude>[[Category:General and Workflow Templates|td]]</noinclude> jwkzftu54ti2cvhw494u6mwwcpk9a88 10 155 314 2017-03-02T18:49:07Z Greis>Michael 0 314 wikitext text/x-wiki <noinclude>=== <nowiki>{{Topic}}</nowiki> === Used on topic pages that may have resources and connections on other pages <!-- Is there value in additional information? - e.g. Syntax: {{Topic|activity type|}} --> </noinclude><includeonly>{{#ask: [[resource for::{{PAGENAME}}]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | userparam = Resources }} </includeonly><noinclude>[[Category:General and Workflow Templates|Topic]]</noinclude> rp7bemi7blxosizthmphrci1fzzkscg 315 314 2024-05-24T04:25:48Z Michael 1 1 revision imported 314 wikitext text/x-wiki <noinclude>=== <nowiki>{{Topic}}</nowiki> === Used on topic pages that may have resources and connections on other pages <!-- Is there value in additional information? - e.g. Syntax: {{Topic|activity type|}} --> </noinclude><includeonly>{{#ask: [[resource for::{{PAGENAME}}]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | userparam = Resources }} </includeonly><noinclude>[[Category:General and Workflow Templates|Topic]]</noinclude> rp7bemi7blxosizthmphrci1fzzkscg 10 156 316 2022-01-01T19:03:32Z Greis>Michael 0 316 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>TopicalResources|<tt>''TopicName''</tt><nowiki>}}</nowiki> === Provide a list of resources for a topic *where '''TopicName''' defaults to current page/subpage if not provided :*{{hct|Note 2022-01-01:}} - Check this, but believe that the referring and referrer should both use the '''subpage name''' only :*Naming must be consistent between the property entry on a page - <nowiki>[[topical resource for::</nowiki>'''somename'''<nowiki>]]</nowiki> and the call to the '''TopicalResources''' template that displays the list of topical resources for a page :*Either the full name or the sub-page name will work ''as long as they are the same on both the referring and the referred page'' *{{hct|2020-11-30}} - Updated to display topical resources with the "page description" property as in the '''PageResources''' template. <br /> <!-- Removed section: Topical Resources: {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | ?shortname = | ?section = Section | ?Category = Categories | template = ListTopicalResources | format = ul | link = none }} --> <!-- 2019-12-18 - Updated to make the section parameter into a direct link to a section on a page --> <!-- Note: the ?shortname parameter is, and apparently needs to be specified. It should be the second parameter, but is not accessible. <!-- 2019-08-11 - Added query to capture "resource for" property as well as "topical resource for" property --> <!-- 2016-05-12 - To-do: add ability to use shortname property if it exists? --> <!-- shortname is created on project subpages - defaults to subpagename if not specified --> </noinclude><includeonly><hr /> {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Topical Resource Page | ?page description = Description | ?section = Section }}</includeonly><noinclude>[[Category:General and Workflow Templates|TopicalResources]]</noinclude> 0jh798jl8pks193725zhjqvqg3c30r3 317 316 2024-05-24T04:25:48Z Michael 1 1 revision imported 316 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>TopicalResources|<tt>''TopicName''</tt><nowiki>}}</nowiki> === Provide a list of resources for a topic *where '''TopicName''' defaults to current page/subpage if not provided :*{{hct|Note 2022-01-01:}} - Check this, but believe that the referring and referrer should both use the '''subpage name''' only :*Naming must be consistent between the property entry on a page - <nowiki>[[topical resource for::</nowiki>'''somename'''<nowiki>]]</nowiki> and the call to the '''TopicalResources''' template that displays the list of topical resources for a page :*Either the full name or the sub-page name will work ''as long as they are the same on both the referring and the referred page'' *{{hct|2020-11-30}} - Updated to display topical resources with the "page description" property as in the '''PageResources''' template. <br /> <!-- Removed section: Topical Resources: {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | ?shortname = | ?section = Section | ?Category = Categories | template = ListTopicalResources | format = ul | link = none }} --> <!-- 2019-12-18 - Updated to make the section parameter into a direct link to a section on a page --> <!-- Note: the ?shortname parameter is, and apparently needs to be specified. It should be the second parameter, but is not accessible. <!-- 2019-08-11 - Added query to capture "resource for" property as well as "topical resource for" property --> <!-- 2016-05-12 - To-do: add ability to use shortname property if it exists? --> <!-- shortname is created on project subpages - defaults to subpagename if not specified --> </noinclude><includeonly><hr /> {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Topical Resource Page | ?page description = Description | ?section = Section }}</includeonly><noinclude>[[Category:General and Workflow Templates|TopicalResources]]</noinclude> 0jh798jl8pks193725zhjqvqg3c30r3 10 157 318 2020-07-16T16:13:44Z Greis>Michael 0 318 wikitext text/x-wiki <noinclude>=== <nowiki>{{ShowSubPages}}</nowiki> === Include this at the top of a page to show all the subpages of that page </noinclude><includeonly>This page has <subpagecount /> subpages: <subpages /><hr /></includeonly><noinclude>[[Category:General and Workflow Templates|ShowSubPages]]</noinclude> 4ivcrrbwv7ucapkumvnp3lobh09ithf 319 318 2024-05-24T04:25:48Z Michael 1 1 revision imported 318 wikitext text/x-wiki <noinclude>=== <nowiki>{{ShowSubPages}}</nowiki> === Include this at the top of a page to show all the subpages of that page </noinclude><includeonly>This page has <subpagecount /> subpages: <subpages /><hr /></includeonly><noinclude>[[Category:General and Workflow Templates|ShowSubPages]]</noinclude> 4ivcrrbwv7ucapkumvnp3lobh09ithf 10 158 320 2017-07-21T19:40:49Z Greis>Michael 0 320 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>InlineConnections|''topicname''<nowiki>}}</nowiki> === Used within a page to list all pages where '''topicname''' has been called out as '''involved'''. *Most useful on pages where '''topicname''' is not the page name. (see the [[Finance/Securities Regulation|Securities Regulation]] page for an example)</noinclude><includeonly>{{#ask: [[involvement::{{{1}}}]] | mainlabel = Involved with | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[presenter::{{{1}}}]] | intro=Presenter:&nbsp;}}{{#ask: [[white paper::{{{1}}}]] | intro=White Papers:&nbsp;}} </includeonly><noinclude>[[Category:General and Workflow Templates|InlineConnections]]</noinclude> is0gac3v0y26htr21hdlpydjykzihpz 321 320 2024-05-24T04:25:48Z Michael 1 1 revision imported 320 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>InlineConnections|''topicname''<nowiki>}}</nowiki> === Used within a page to list all pages where '''topicname''' has been called out as '''involved'''. *Most useful on pages where '''topicname''' is not the page name. (see the [[Finance/Securities Regulation|Securities Regulation]] page for an example)</noinclude><includeonly>{{#ask: [[involvement::{{{1}}}]] | mainlabel = Involved with | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[presenter::{{{1}}}]] | intro=Presenter:&nbsp;}}{{#ask: [[white paper::{{{1}}}]] | intro=White Papers:&nbsp;}} </includeonly><noinclude>[[Category:General and Workflow Templates|InlineConnections]]</noinclude> is0gac3v0y26htr21hdlpydjykzihpz 10 159 322 2018-09-28T16:49:12Z Greis>Michael 0 322 wikitext text/x-wiki <!-- Used as open tag to create a hidden section that is more prominent displayed --><includeonly><div id="mw-customcollapsible-0" class="mw-collapsible mw-collapsed" style="background-color: #96b0fd;"><span style="font-size: 1.2em; font-decoration: bold">{{#if:{{{1|}}}|{{{1}}}|Section}}</span><div class="mw-collapsible-content"><hr /><div style="background-color: #f0f0f0;"></includeonly><noinclude>[[Category:General and Workflow Templates|Hidden]]</noinclude> sd7tq8tg39f5foh2iqqv7t3rpbwa399 323 322 2024-05-24T04:25:48Z Michael 1 1 revision imported 322 wikitext text/x-wiki <!-- Used as open tag to create a hidden section that is more prominent displayed --><includeonly><div id="mw-customcollapsible-0" class="mw-collapsible mw-collapsed" style="background-color: #96b0fd;"><span style="font-size: 1.2em; font-decoration: bold">{{#if:{{{1|}}}|{{{1}}}|Section}}</span><div class="mw-collapsible-content"><hr /><div style="background-color: #f0f0f0;"></includeonly><noinclude>[[Category:General and Workflow Templates|Hidden]]</noinclude> sd7tq8tg39f5foh2iqqv7t3rpbwa399 10 160 324 2022-01-01T21:40:22Z Greis>Michael 0 324 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>ProjectSubPage|<tt>''activity type''</tt>|<tt>''ProjectPageName''</tt><nowiki>}}</nowiki> === *1st parameter - '''activity type''' - Default is ''project work'' :*This parameter is used to list project sub-pages in groups. :*These can be used in any project. ::*''project work'' and ''project event'' are listed under Project Activities ::*''*meeting'' are listed under Meetings ::*''interview'' and ''conversation'' :*Some projects have specialized page types (e.g. prospect) *2nd parameter - '''ProjectPageName''' (optional) - used only if the basepage name is NOT the project :*{{hct|2021-01-01}} - this doesn't matter - as long as the referring query (e.g. in the ProjectParentPage template) refers to the PAGENAME, it will correctly find project subpages whether the project is a top-level name or not (e.g. "School Committee" or "Consulting/Arabesque Partners Advisors") </noinclude><includeonly>{{ #if: {{{2}}} |<center>This page is a component of the [[{{{2}}}]] project</center>|}}[[entity of::{{ #if: {{{2}}} |{{{2}}}|{{BASEPAGENAME}}}}| ]] [[activity type::{{ #if: {{{1}}} |{{{1}}}|project work}}| ]] {{ #ifeq: {{{1}}} | prospect | [[connected with::{{SUBPAGENAME}}|]] |}} [[shortname::{{SUBPAGENAME}}| ]]</includeonly><noinclude>[[Category:General and Workflow Templates|ProjectSubPage]]</noinclude> otpj5ec7ppwh00b8d32ddkpldzlgqve 325 324 2024-05-24T04:25:48Z Michael 1 1 revision imported 324 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>ProjectSubPage|<tt>''activity type''</tt>|<tt>''ProjectPageName''</tt><nowiki>}}</nowiki> === *1st parameter - '''activity type''' - Default is ''project work'' :*This parameter is used to list project sub-pages in groups. :*These can be used in any project. ::*''project work'' and ''project event'' are listed under Project Activities ::*''*meeting'' are listed under Meetings ::*''interview'' and ''conversation'' :*Some projects have specialized page types (e.g. prospect) *2nd parameter - '''ProjectPageName''' (optional) - used only if the basepage name is NOT the project :*{{hct|2021-01-01}} - this doesn't matter - as long as the referring query (e.g. in the ProjectParentPage template) refers to the PAGENAME, it will correctly find project subpages whether the project is a top-level name or not (e.g. "School Committee" or "Consulting/Arabesque Partners Advisors") </noinclude><includeonly>{{ #if: {{{2}}} |<center>This page is a component of the [[{{{2}}}]] project</center>|}}[[entity of::{{ #if: {{{2}}} |{{{2}}}|{{BASEPAGENAME}}}}| ]] [[activity type::{{ #if: {{{1}}} |{{{1}}}|project work}}| ]] {{ #ifeq: {{{1}}} | prospect | [[connected with::{{SUBPAGENAME}}|]] |}} [[shortname::{{SUBPAGENAME}}| ]]</includeonly><noinclude>[[Category:General and Workflow Templates|ProjectSubPage]]</noinclude> otpj5ec7ppwh00b8d32ddkpldzlgqve 10 161 326 2022-01-01T22:20:40Z Greis>Michael 0 326 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>ProjectParentPage<nowiki>}}</nowiki> === Included at the end of a project page to display project sub-pages. No parameters. </noinclude><includeonly> {{OpenSection|Create new project activity record}} <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{CloseHidden}} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::project work]] | ?shortname = | introtemplate = SectionHeading | template = ListQueryOutput | link = none | format = ul | userparam = Project Work }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::project event]] | ?shortname = | ?Activity Date = | introtemplate = SectionHeading | template = ListQueryOutput | link = none | format = ul | userparam = Project Events }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::~*meeting]] | ?shortname = | introtemplate = SectionHeading | template = ListQueryOutput | link = none | format = ul | order = desc | userparam = Project Meetings }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::interview||conversation]] | ?shortname = | template = ListQueryOutput | introtemplate = SectionHeading | link = none | format = ul | userparam = Project Interviews, Conversations and Feedback }} == Project and Topical Resources == {{#ask: [[resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Topical Resource Page | ?page description = Description | ?section = Section }} {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Topical Resource Page | ?page description = Description | ?section = Section }} </includeonly><noinclude>[[Category:General and Workflow Templates|ProjectParentPage]]</noinclude> crab8cy2ou995gna6hepwwdbz8lxnee 327 326 2024-05-24T04:25:48Z Michael 1 1 revision imported 326 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>ProjectParentPage<nowiki>}}</nowiki> === Included at the end of a project page to display project sub-pages. No parameters. </noinclude><includeonly> {{OpenSection|Create new project activity record}} <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{CloseHidden}} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::project work]] | ?shortname = | introtemplate = SectionHeading | template = ListQueryOutput | link = none | format = ul | userparam = Project Work }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::project event]] | ?shortname = | ?Activity Date = | introtemplate = SectionHeading | template = ListQueryOutput | link = none | format = ul | userparam = Project Events }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::~*meeting]] | ?shortname = | introtemplate = SectionHeading | template = ListQueryOutput | link = none | format = ul | order = desc | userparam = Project Meetings }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::interview||conversation]] | ?shortname = | template = ListQueryOutput | introtemplate = SectionHeading | link = none | format = ul | userparam = Project Interviews, Conversations and Feedback }} == Project and Topical Resources == {{#ask: [[resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Topical Resource Page | ?page description = Description | ?section = Section }} {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Topical Resource Page | ?page description = Description | ?section = Section }} </includeonly><noinclude>[[Category:General and Workflow Templates|ProjectParentPage]]</noinclude> crab8cy2ou995gna6hepwwdbz8lxnee 10 162 328 2019-03-19T14:30:43Z Greis>Michael 0 328 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>ProjectParentPage|#userparam=''header title''<nowiki>}}</nowiki> === Primarily used create a level 2 section heading for an SMW query in the Parent Page of a project to display a section header for the different types of project resources :*'''#userparam''' is passed by the SMW query and becomes the section heading text ::*As of SMW 3.0, must be specified in the template file with the preceding "#" Can technically be called as a standalone template to create a section heading.</noinclude> == {{ #if: {{{#userparam}}}|{{{#userparam}}}|&nbsp; }} == <noinclude>[[Category:General and Workflow Templates|ProjectParentPageHeading]]</noinclude> gr0osu2pxox4pvn6qkw1m0lp09zinls 329 328 2024-05-24T04:25:48Z Michael 1 1 revision imported 328 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>ProjectParentPage|#userparam=''header title''<nowiki>}}</nowiki> === Primarily used create a level 2 section heading for an SMW query in the Parent Page of a project to display a section header for the different types of project resources :*'''#userparam''' is passed by the SMW query and becomes the section heading text ::*As of SMW 3.0, must be specified in the template file with the preceding "#" Can technically be called as a standalone template to create a section heading.</noinclude> == {{ #if: {{{#userparam}}}|{{{#userparam}}}|&nbsp; }} == <noinclude>[[Category:General and Workflow Templates|ProjectParentPageHeading]]</noinclude> gr0osu2pxox4pvn6qkw1m0lp09zinls 10 163 330 2019-12-18T20:45:43Z Greis>Michael 0 330 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>TopicalResourcesNew|<tt>''TopicName''</tt><nowiki>}}</nowiki> === Provide a list of resources for a topic *where '''TopicName''' defaults to subpagename if not provided <br /> 2019-12-18 - The TopicalResources template has been updated. This file maintained for future development if needed. *Specifying template=ListQueryOutputTest instead of ListTopicalResources to test parameters <!-- 2019-12-18 - Testing making the section parameter into a direct link to a section on a page --> <!-- 2019-08-11 - Added query to capture "resource for" property as well as "topical resource for" property --> <!-- 2016-05-12 - To-do: add ability to use shortname property if it exists? --> <!-- shortname is created on project subpages - defaults to subpagename if not specified --> </noinclude><includeonly>{{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | ?shortname = | ?section = Section | ?Category = Categories | template = ListQueryOutputTest | format = ul | link = none }}</includeonly><noinclude>[[Category:General and Workflow Templates|TopicalResourcesNew]]</noinclude> emd5cdq5zwgv05n2r7rzf9kmmuun4n2 331 330 2024-05-24T04:25:48Z Michael 1 1 revision imported 330 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>TopicalResourcesNew|<tt>''TopicName''</tt><nowiki>}}</nowiki> === Provide a list of resources for a topic *where '''TopicName''' defaults to subpagename if not provided <br /> 2019-12-18 - The TopicalResources template has been updated. This file maintained for future development if needed. *Specifying template=ListQueryOutputTest instead of ListTopicalResources to test parameters <!-- 2019-12-18 - Testing making the section parameter into a direct link to a section on a page --> <!-- 2019-08-11 - Added query to capture "resource for" property as well as "topical resource for" property --> <!-- 2016-05-12 - To-do: add ability to use shortname property if it exists? --> <!-- shortname is created on project subpages - defaults to subpagename if not specified --> </noinclude><includeonly>{{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | ?shortname = | ?section = Section | ?Category = Categories | template = ListQueryOutputTest | format = ul | link = none }}</includeonly><noinclude>[[Category:General and Workflow Templates|TopicalResourcesNew]]</noinclude> emd5cdq5zwgv05n2r7rzf9kmmuun4n2 10 164 332 2019-12-18T18:35:26Z Greis>Michael 0 Created page with "<noinclude>=== <nowiki>{{</nowiki>TopicalResources|<tt>''TopicName''</tt><nowiki>}}</nowiki> === 2019-12-18 - This is an archive copy of the original TopicalResources template..." 332 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>TopicalResources|<tt>''TopicName''</tt><nowiki>}}</nowiki> === 2019-12-18 - This is an archive copy of the original TopicalResources template. The new version was tested as TopicalResourcesNew and is now the production version Provide a list of resources for a topic *where '''TopicName''' defaults to subpagename if not provided <br /> <!-- 2019-08-11 - Added query to capture "resource for" property as well as "topical resource for" property --> <!-- 2016-05-12 - To-do: add ability to use shortname property if it exists? --> <!-- shortname is created on project subpages - defaults to subpagename if not specified --> </noinclude><includeonly>{{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Topical Resource Pages | ?section = Section | ?Category = Categories }}{{#ask: [[resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Resource Pages | ?Activity type | ?Category = Categories }}</includeonly><noinclude>[[Category:General and Workflow Templates|TopicalResourcesOriginal]]</noinclude> 96pkksoox91m136ksrz87j3ibxzhl9a 333 332 2024-05-24T04:25:48Z Michael 1 1 revision imported 332 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>TopicalResources|<tt>''TopicName''</tt><nowiki>}}</nowiki> === 2019-12-18 - This is an archive copy of the original TopicalResources template. The new version was tested as TopicalResourcesNew and is now the production version Provide a list of resources for a topic *where '''TopicName''' defaults to subpagename if not provided <br /> <!-- 2019-08-11 - Added query to capture "resource for" property as well as "topical resource for" property --> <!-- 2016-05-12 - To-do: add ability to use shortname property if it exists? --> <!-- shortname is created on project subpages - defaults to subpagename if not specified --> </noinclude><includeonly>{{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Topical Resource Pages | ?section = Section | ?Category = Categories }}{{#ask: [[resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Resource Pages | ?Activity type | ?Category = Categories }}</includeonly><noinclude>[[Category:General and Workflow Templates|TopicalResourcesOriginal]]</noinclude> 96pkksoox91m136ksrz87j3ibxzhl9a 10 165 334 2020-11-30T16:41:05Z Greis>Michael 0 334 wikitext text/x-wiki <noinclude>=== ListTopicalResources === ListTopicalResources is an output template for Semantic MediaWiki '''ask''' queries. Specify it with the ''"template = " '' parameter. *Created for the TopicalResources template *This template supports the following query field parameters provided to it by the template :*The name of the wiki page is the first parameter and does not have to be specified in the query. :*The ?shortname must be included in the calling template - it is in theory the second parameter, but does not appear to be accessible. :*?section - (parameter 3, optional) - a section heading in the resource page :*?category - (parameter 4, optional) - the page category - not currently implemented The resulting list display looks like this: * link-to-wiki-page - Section: link-to-section-on-wiki-page </noinclude>[[{{{1}}}]] {{#if: {{{3}}} | - Section: [[{{{1}}}#{{{3}}}|{{{3}}}]]|}}<noinclude>[[Category:General and Workflow Templates|ListTopicalResources]]</noinclude> ip4dsr4z4rnb83cyhfxzbg1xx06li1n 335 334 2024-05-24T04:25:48Z Michael 1 1 revision imported 334 wikitext text/x-wiki <noinclude>=== ListTopicalResources === ListTopicalResources is an output template for Semantic MediaWiki '''ask''' queries. Specify it with the ''"template = " '' parameter. *Created for the TopicalResources template *This template supports the following query field parameters provided to it by the template :*The name of the wiki page is the first parameter and does not have to be specified in the query. :*The ?shortname must be included in the calling template - it is in theory the second parameter, but does not appear to be accessible. :*?section - (parameter 3, optional) - a section heading in the resource page :*?category - (parameter 4, optional) - the page category - not currently implemented The resulting list display looks like this: * link-to-wiki-page - Section: link-to-section-on-wiki-page </noinclude>[[{{{1}}}]] {{#if: {{{3}}} | - Section: [[{{{1}}}#{{{3}}}|{{{3}}}]]|}}<noinclude>[[Category:General and Workflow Templates|ListTopicalResources]]</noinclude> ip4dsr4z4rnb83cyhfxzbg1xx06li1n 10 166 336 2020-06-18T17:28:38Z Greis>Michael 0 336 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>unc|<tt>''\\ComputerName\Shared Folder\Resource Name''</tt>| ResourceName <nowiki>}}</nowiki> === *Links to a local (or network) file using the UNC syntax *UNC syntax can be easily cut/paste from Windows Explorer *See [https://www.mediawiki.org/wiki/UNC_links UNC Links] article for details </noinclude><includeonly>[file:///{{#replace:{{#replace:{{{1}}}| |%20}}|\|/}} {{#if:{{{2|}}}|{{{2}}}}}]</includeonly><noinclude>[[Category:General and Workflow Templates|unc]]</noinclude> 1itebioxky6x1vdew3dqdvilt4jj1fu 337 336 2024-05-24T04:25:48Z Michael 1 1 revision imported 336 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>unc|<tt>''\\ComputerName\Shared Folder\Resource Name''</tt>| ResourceName <nowiki>}}</nowiki> === *Links to a local (or network) file using the UNC syntax *UNC syntax can be easily cut/paste from Windows Explorer *See [https://www.mediawiki.org/wiki/UNC_links UNC Links] article for details </noinclude><includeonly>[file:///{{#replace:{{#replace:{{{1}}}| |%20}}|\|/}} {{#if:{{{2|}}}|{{{2}}}}}]</includeonly><noinclude>[[Category:General and Workflow Templates|unc]]</noinclude> 1itebioxky6x1vdew3dqdvilt4jj1fu 10 167 338 2020-06-18T17:32:03Z Greis>Michael 0 338 wikitext text/x-wiki ==== [[{{PAGENAME}}/News|News]] ==== *[[{{PAGENAME}}/News|View News]] *[{{SERVER}}{{SCRIPTPATH}}/index.php?title={{PAGENAMEE}}/News&action=edit&section=new Add a news item] <!-- {{:{{PAGENAME}}/News}} --> ==== People ==== {{#ask: [[works for::{{PAGENAME}}]]|intro=Employees:&nbsp;|outro=<br />}}{{#ask: [[worked for::{{PAGENAME}}]]|intro=Alumni:&nbsp;|outro=<br />}}{{#ask: [[is on board of::{{PAGENAME}}]]|intro=Board Members:&nbsp;|outro=<br />}}{{#ask: [[was on board of::{{PAGENAME}}]]|intro=Former Board Members:&nbsp;|outro=<br />}} ==== Organizational Connections ==== {{#ask: [[entity of::{{PAGENAME}}]] | mainlabel = Entities/Activities | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[is a member of::{{PAGENAME}}]] | mainlabel = Members | ?was on board of = Boards - Past | ?is on board of = Boards - Present }} {{#ask: [[is a member of::{{PAGENAME}}]] | ?works for=Company | ?contact email=e-mail address | ?contact work phone=Phone | ?title =Title | format=template | template=SampleQueryOutput | introtemplate=SampleQueryHeader | outrotemplate=QueryFooter }} {{#ask: [[contributed to::{{PAGENAME}}]] | mainlabel = Contributor to | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[connected with::{{PAGENAME}}]] | mainlabel = Project Connections | ?Activity type | ?prospect status = Status | ?Category = Categories }} {{#ask: [[referenced::{{PAGENAME}}]] | mainlabel = Referenced by/at | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[involvement::{{PAGENAME}}]] OR [[involved::{{PAGENAME}}]] OR [[attended::{{PAGENAME}}]] | mainlabel = Others | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[resource for::{{PAGENAME}}]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | userparam = Resources }} {{#ask: [[topical resource for::{{PAGENAME}}]] | mainlabel = Topical Resource page | ?Activity type | ?Event date | ?Category = Categories }} <noinclude>[[Category:General and Workflow Templates|Organizational Connections]]</noinclude> df6pqrr6y0xkz4ks9u9gpegnvui00rv 339 338 2024-05-24T04:25:48Z Michael 1 1 revision imported 338 wikitext text/x-wiki ==== [[{{PAGENAME}}/News|News]] ==== *[[{{PAGENAME}}/News|View News]] *[{{SERVER}}{{SCRIPTPATH}}/index.php?title={{PAGENAMEE}}/News&action=edit&section=new Add a news item] <!-- {{:{{PAGENAME}}/News}} --> ==== People ==== {{#ask: [[works for::{{PAGENAME}}]]|intro=Employees:&nbsp;|outro=<br />}}{{#ask: [[worked for::{{PAGENAME}}]]|intro=Alumni:&nbsp;|outro=<br />}}{{#ask: [[is on board of::{{PAGENAME}}]]|intro=Board Members:&nbsp;|outro=<br />}}{{#ask: [[was on board of::{{PAGENAME}}]]|intro=Former Board Members:&nbsp;|outro=<br />}} ==== Organizational Connections ==== {{#ask: [[entity of::{{PAGENAME}}]] | mainlabel = Entities/Activities | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[is a member of::{{PAGENAME}}]] | mainlabel = Members | ?was on board of = Boards - Past | ?is on board of = Boards - Present }} {{#ask: [[is a member of::{{PAGENAME}}]] | ?works for=Company | ?contact email=e-mail address | ?contact work phone=Phone | ?title =Title | format=template | template=SampleQueryOutput | introtemplate=SampleQueryHeader | outrotemplate=QueryFooter }} {{#ask: [[contributed to::{{PAGENAME}}]] | mainlabel = Contributor to | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[connected with::{{PAGENAME}}]] | mainlabel = Project Connections | ?Activity type | ?prospect status = Status | ?Category = Categories }} {{#ask: [[referenced::{{PAGENAME}}]] | mainlabel = Referenced by/at | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[involvement::{{PAGENAME}}]] OR [[involved::{{PAGENAME}}]] OR [[attended::{{PAGENAME}}]] | mainlabel = Others | ?Activity type | ?Event date | ?Category = Categories }} {{#ask: [[resource for::{{PAGENAME}}]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | userparam = Resources }} {{#ask: [[topical resource for::{{PAGENAME}}]] | mainlabel = Topical Resource page | ?Activity type | ?Event date | ?Category = Categories }} <noinclude>[[Category:General and Workflow Templates|Organizational Connections]]</noinclude> df6pqrr6y0xkz4ks9u9gpegnvui00rv 10 168 340 2022-01-01T19:06:53Z Greis>Michael 0 340 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>PageResources|<tt>''TopicName''</tt><nowiki>}}</nowiki> === Include this at the top of topic pages (and others) to show all the subpages of that page and the topical resources for that page. Can be used instead of the individual templates '''ShowSubPages''' and '''TopicalResources'''. *Cannot currently be used to show resources of a page other than the current page :*Must use '''Subpages page="Full/Page/Name"''' and '''TopicalResources|SubPageName''' instead: *{{hct|Note 2022-01-01:}}- Check this, but believe that the referring and referrer should both use the '''subpage name''' only </noinclude><includeonly>== Child and Resource Pages == This page has <subpagecount /> subpages: <subpages /><hr /> {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Topical Resource Page | ?page description = Description | ?section = Section }}</includeonly><noinclude>[[Category:General and Workflow Templates|PageResources]]</noinclude> p6665jf2aw1fpnjbttvngty4vyl3jml 341 340 2024-05-24T04:25:48Z Michael 1 1 revision imported 340 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>PageResources|<tt>''TopicName''</tt><nowiki>}}</nowiki> === Include this at the top of topic pages (and others) to show all the subpages of that page and the topical resources for that page. Can be used instead of the individual templates '''ShowSubPages''' and '''TopicalResources'''. *Cannot currently be used to show resources of a page other than the current page :*Must use '''Subpages page="Full/Page/Name"''' and '''TopicalResources|SubPageName''' instead: *{{hct|Note 2022-01-01:}}- Check this, but believe that the referring and referrer should both use the '''subpage name''' only </noinclude><includeonly>== Child and Resource Pages == This page has <subpagecount /> subpages: <subpages /><hr /> {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | mainlabel = Topical Resource Page | ?page description = Description | ?section = Section }}</includeonly><noinclude>[[Category:General and Workflow Templates|PageResources]]</noinclude> p6665jf2aw1fpnjbttvngty4vyl3jml 10 169 342 2020-07-28T14:52:25Z Greis>Michael 0 342 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>PageResourcesTest|<tt>''TopicName''</tt><nowiki>}}</nowiki> === Include this at the top of topic pages (and others) to show all the subpages of that page and the topical resources for that page. Can be used instead of the individual templates '''ShowSubPages''' and '''TopicalResources'''. *'''TopicName''' must be the full page name :*This may not work for the ask clause - test this thoroughly *{{hct|2020-07-29}} - This is not working at all - abandon/re-think </noinclude><includeonly>== Child and Resource Pages == This page has <subpagecount /> subpages: <subpages {{ #if: {{{1|}}} | page="{{{1}}}" | }}/><hr />Topical Resources: {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | ?shortname = | ?section = Section | ?Category = Categories | template = ListTopicalResources | format = ul | link = none }}<hr /></includeonly><noinclude>[[Category:General and Workflow Templates|PageResourcesTest]]</noinclude> 5jqz2iwhcf4tx7bqnt4dfzf1g4wsy0l 343 342 2024-05-24T04:25:48Z Michael 1 1 revision imported 342 wikitext text/x-wiki <noinclude>=== <nowiki>{{</nowiki>PageResourcesTest|<tt>''TopicName''</tt><nowiki>}}</nowiki> === Include this at the top of topic pages (and others) to show all the subpages of that page and the topical resources for that page. Can be used instead of the individual templates '''ShowSubPages''' and '''TopicalResources'''. *'''TopicName''' must be the full page name :*This may not work for the ask clause - test this thoroughly *{{hct|2020-07-29}} - This is not working at all - abandon/re-think </noinclude><includeonly>== Child and Resource Pages == This page has <subpagecount /> subpages: <subpages {{ #if: {{{1|}}} | page="{{{1}}}" | }}/><hr />Topical Resources: {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | ?shortname = | ?section = Section | ?Category = Categories | template = ListTopicalResources | format = ul | link = none }}<hr /></includeonly><noinclude>[[Category:General and Workflow Templates|PageResourcesTest]]</noinclude> 5jqz2iwhcf4tx7bqnt4dfzf1g4wsy0l 10 170 344 2017-01-26T04:15:59Z Greis>Michael 0 344 wikitext text/x-wiki <noinclude>{{color||2017-01-25}} This template is used by Publications pages, but those pages have now been superseded by Zotero.</noinclude>{{#ask: [[-Has subobject::{{FULLPAGENAME}}]] | mainlabel=- |?poTitle |?poAuthor |?poType |?poDate |?poFormat | headers=hide }} <noinclude>[[Category:Archive Templates]]</noinclude> 0h3qzud0jywtg3l0xfh37o5vry4nj37 345 344 2024-05-24T04:25:48Z Michael 1 1 revision imported 344 wikitext text/x-wiki <noinclude>{{color||2017-01-25}} This template is used by Publications pages, but those pages have now been superseded by Zotero.</noinclude>{{#ask: [[-Has subobject::{{FULLPAGENAME}}]] | mainlabel=- |?poTitle |?poAuthor |?poType |?poDate |?poFormat | headers=hide }} <noinclude>[[Category:Archive Templates]]</noinclude> 0h3qzud0jywtg3l0xfh37o5vry4nj37 10 171 346 2017-06-19T17:47:56Z Greis>Michael 0 346 wikitext text/x-wiki <noinclude>=== <nowiki>Fade: {{fade|</nowiki><tt>''text to fade''</tt><nowiki>}}</nowiki> === Fades enclosed text Optional parameter - color (default value gray): :<tt>color=</tt> (#b4b4b4) - text color </noinclude><includeonly><span style="color:{{{color|#b4b4b4}}};">{{{1}}}</span><noinclude>[[Category:Text Highlighting Templates|fade]]</noinclude> 93kocw7kxvt53gmir26m4wd5ggxm1vx 347 346 2024-05-24T04:28:17Z Michael 1 1 revision imported 346 wikitext text/x-wiki <noinclude>=== <nowiki>Fade: {{fade|</nowiki><tt>''text to fade''</tt><nowiki>}}</nowiki> === Fades enclosed text Optional parameter - color (default value gray): :<tt>color=</tt> (#b4b4b4) - text color </noinclude><includeonly><span style="color:{{{color|#b4b4b4}}};">{{{1}}}</span><noinclude>[[Category:Text Highlighting Templates|fade]]</noinclude> 93kocw7kxvt53gmir26m4wd5ggxm1vx 0 172 348 2007-05-31T17:31:07Z Greis>Michael 0 /* Five-stage DuPont Analysis */ 348 wikitext text/x-wiki {{CatPageHeader}} === Three-stage DuPont Analysis === <math> ROE = \underbrace{\overbrace{\frac{Net Income}{Sales}}^{Profit Margin}}_{Profitability} \times \underbrace{\overbrace{\frac{Sales}{Total Assets}}^{Asset Turnover}}_{Efficiency} \times \underbrace{\overbrace{\frac{Total Assets}{Stockholders Equity}}^{Equity Multiplier}}_{Leverage} </math> === Five-stage DuPont Analysis === <math> ROE = \underbrace{\frac{Net\ Income}{EBT}}_{Tax\,Efficiency} \times \underbrace{\frac{EBT}{EBIT}}_{Financing\,Eff.} \times \underbrace{\frac{EBIT}{Sales}}_{Operating\,Margin} \times \underbrace{\overbrace{\frac{Sales}{Total\,Assets}}^{Asset\,Turnover}}_{Efficiency} \times \underbrace{\overbrace{\frac{Total\ Assets}{Stockholders\ Equity}}^{Equity\,Multiplier}}_{Leverage} </math> *EBT = Earnings before taxes = NOPLAT (Net Operating Profit Less Adjusted Taxes) [[Category:Equity Investments]] [[Category:Formulas]] ---- {{CatPageHeader}} gjzlryyxzmtyah52imsboziqt3aq7c3 349 348 2024-05-24T04:29:57Z Michael 1 1 revision imported 348 wikitext text/x-wiki {{CatPageHeader}} === Three-stage DuPont Analysis === <math> ROE = \underbrace{\overbrace{\frac{Net Income}{Sales}}^{Profit Margin}}_{Profitability} \times \underbrace{\overbrace{\frac{Sales}{Total Assets}}^{Asset Turnover}}_{Efficiency} \times \underbrace{\overbrace{\frac{Total Assets}{Stockholders Equity}}^{Equity Multiplier}}_{Leverage} </math> === Five-stage DuPont Analysis === <math> ROE = \underbrace{\frac{Net\ Income}{EBT}}_{Tax\,Efficiency} \times \underbrace{\frac{EBT}{EBIT}}_{Financing\,Eff.} \times \underbrace{\frac{EBIT}{Sales}}_{Operating\,Margin} \times \underbrace{\overbrace{\frac{Sales}{Total\,Assets}}^{Asset\,Turnover}}_{Efficiency} \times \underbrace{\overbrace{\frac{Total\ Assets}{Stockholders\ Equity}}^{Equity\,Multiplier}}_{Leverage} </math> *EBT = Earnings before taxes = NOPLAT (Net Operating Profit Less Adjusted Taxes) [[Category:Equity Investments]] [[Category:Formulas]] ---- {{CatPageHeader}} gjzlryyxzmtyah52imsboziqt3aq7c3 14 173 350 2007-05-31T18:58:07Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:Formulas]] 350 wikitext text/x-wiki {{CatPageHeader}} [[Category:Formulas]] 63hh207vzraddi8mo7ku7g00jw8m6bl 351 350 2024-05-24T04:29:57Z Michael 1 1 revision imported 350 wikitext text/x-wiki {{CatPageHeader}} [[Category:Formulas]] 63hh207vzraddi8mo7ku7g00jw8m6bl 0 174 352 2007-06-01T20:43:23Z Greis>Michael 0 /* Price to Book */ 352 wikitext text/x-wiki {{CatPageHeader}} *Method of Comparables - Use of a price multiple to determine whether a stock is fairly valued ''relative'' to comparable stocks *Method of Forecasted Fundamentals - Deriving a price multiple through a DCF analysis For either method, develop a '''justified price multiple''' for the stock. == Price to Earnings == Key considerations: *Time Horizon for earnings - historical versus forecasted **Trailing P/E - Most recent four quarters **Leading P/E - Next four quarters (or next fiscal year) *Adjustments to earnings to ensure accuracy and comparability === EPS Calculation === *Historical average EPS - EPS over last full cycle (at least one year) *Average ROE - Average ROE over last full cycle x current Book Value/share **Better reflects changes in the business and current size === Adjustments to earnings === *Non-recurring items *Accounting Methods (especially for comparisons) *Dilution - Additional shares from redemption of stock options, warrants, convertible bonds === Forecasted Fundamentals === {{:Justified P/E - Gordon}} === Comparables === Benchmark comparables include: *P/E of close competitor(s) *Median P/E for peers within industry sector *Median P/E for industry sector *Representative index P/E **Market cap weighting can skew value *Average of company's past P/Es **May not reflect current or future conditions === PEG === *Given similarly valued stocks, ones with highest expected growth should be most attractive *PEG = P/E divided by expected growth Caveats: *Relationship between growth and P/E is not linear *Doesn't account for differences in risk *Doesn't consider duration of growth === P/E as Terminal Value in DDM === *See [[Discounted Dividend Valuation# Two-stage Dividend Discount Model|Two-stage Dividend Discount Model]] == Price to Book == *As with all valuation, adjust book value to account for off-balance sheet items, historical/fair value, accounting differences *Justified P/B (based on GGM): :<math> \frac{P_0}{B_0} = \frac{ROE-g}{r-g} \,\!</math> *Can be also be derived from [[Residual Income Valuation# Single-stage Residual Income Valuation|Residual Income valuation model]]. Add later: *Advantages and Drawbacks == Price to Sales == Based on forecasted fundamentals: *<math> \frac{P_0}{S_0} = \frac{(E_0/S_0)(1-b)(1+g)}{r-g} </math> :where: :*E₀/S₀ = Profit Margin == Price to Cash Flow == *<math> V_0 = \frac{FCFE_0(1+g)}{r-g} </math> == Momentum Indicators == *Standardized Unexpected Earnings - current relative to past history :<math> SUE_t = \frac{EPS_t - E(EPS_t)}{\sigma (EPS_t = E(EPS_t))} *Relative strength **Compared to past performance **Compared to index == Add later == *Advantages and Drawbacks for each method ---- {{CatPageHeader}} [[Category:Equity Investments]] huylcxb8uwijztjxam06ow5z4ryyb8f 353 352 2024-05-24T04:29:58Z Michael 1 1 revision imported 352 wikitext text/x-wiki {{CatPageHeader}} *Method of Comparables - Use of a price multiple to determine whether a stock is fairly valued ''relative'' to comparable stocks *Method of Forecasted Fundamentals - Deriving a price multiple through a DCF analysis For either method, develop a '''justified price multiple''' for the stock. == Price to Earnings == Key considerations: *Time Horizon for earnings - historical versus forecasted **Trailing P/E - Most recent four quarters **Leading P/E - Next four quarters (or next fiscal year) *Adjustments to earnings to ensure accuracy and comparability === EPS Calculation === *Historical average EPS - EPS over last full cycle (at least one year) *Average ROE - Average ROE over last full cycle x current Book Value/share **Better reflects changes in the business and current size === Adjustments to earnings === *Non-recurring items *Accounting Methods (especially for comparisons) *Dilution - Additional shares from redemption of stock options, warrants, convertible bonds === Forecasted Fundamentals === {{:Justified P/E - Gordon}} === Comparables === Benchmark comparables include: *P/E of close competitor(s) *Median P/E for peers within industry sector *Median P/E for industry sector *Representative index P/E **Market cap weighting can skew value *Average of company's past P/Es **May not reflect current or future conditions === PEG === *Given similarly valued stocks, ones with highest expected growth should be most attractive *PEG = P/E divided by expected growth Caveats: *Relationship between growth and P/E is not linear *Doesn't account for differences in risk *Doesn't consider duration of growth === P/E as Terminal Value in DDM === *See [[Discounted Dividend Valuation# Two-stage Dividend Discount Model|Two-stage Dividend Discount Model]] == Price to Book == *As with all valuation, adjust book value to account for off-balance sheet items, historical/fair value, accounting differences *Justified P/B (based on GGM): :<math> \frac{P_0}{B_0} = \frac{ROE-g}{r-g} \,\!</math> *Can be also be derived from [[Residual Income Valuation# Single-stage Residual Income Valuation|Residual Income valuation model]]. Add later: *Advantages and Drawbacks == Price to Sales == Based on forecasted fundamentals: *<math> \frac{P_0}{S_0} = \frac{(E_0/S_0)(1-b)(1+g)}{r-g} </math> :where: :*E₀/S₀ = Profit Margin == Price to Cash Flow == *<math> V_0 = \frac{FCFE_0(1+g)}{r-g} </math> == Momentum Indicators == *Standardized Unexpected Earnings - current relative to past history :<math> SUE_t = \frac{EPS_t - E(EPS_t)}{\sigma (EPS_t = E(EPS_t))} *Relative strength **Compared to past performance **Compared to index == Add later == *Advantages and Drawbacks for each method ---- {{CatPageHeader}} [[Category:Equity Investments]] huylcxb8uwijztjxam06ow5z4ryyb8f 0 175 354 2007-06-01T14:49:39Z Greis>Michael 0 354 wikitext text/x-wiki *Leading P/E :<math> \frac{P_0}{E_1} = \frac{1-b}{r-g} </math> *Trailing P/E :<math> \frac{P_0}{E_0} = \frac{(1-b)(1+g)}{r-g} </math> where: :*'''b''' - retention rate [[Category:Formulas]] c26wpb8iy4bx6c4ejhb00q3x6b8m7m8 355 354 2024-05-24T04:29:58Z Michael 1 1 revision imported 354 wikitext text/x-wiki *Leading P/E :<math> \frac{P_0}{E_1} = \frac{1-b}{r-g} </math> *Trailing P/E :<math> \frac{P_0}{E_0} = \frac{(1-b)(1+g)}{r-g} </math> where: :*'''b''' - retention rate [[Category:Formulas]] c26wpb8iy4bx6c4ejhb00q3x6b8m7m8 0 176 356 2009-02-20T16:52:26Z Greis>Michael 0 356 wikitext text/x-wiki ;Duration: the approximate % change in the price of a bond given a 100 basis point (1%) change in interest rates *'''Duration''' = <math> \frac{V_- - V_+}{2(V_0)(\Delta y)}</math> <noinclude>[[Category:Formulas]]</noinclude> hwcq7phz0nxhyghotftsil1vc1zdicb 357 356 2024-05-24T04:29:59Z Michael 1 1 revision imported 356 wikitext text/x-wiki ;Duration: the approximate % change in the price of a bond given a 100 basis point (1%) change in interest rates *'''Duration''' = <math> \frac{V_- - V_+}{2(V_0)(\Delta y)}</math> <noinclude>[[Category:Formulas]]</noinclude> hwcq7phz0nxhyghotftsil1vc1zdicb 0 177 358 2007-06-01T15:03:53Z Greis>Michael 0 New page: ;Convexity: adjustment to duration because the duration approximation is only accurate for small changes in interest rates *'''Convexity''' = <math> \frac{V_+ + V_- - 2V_0}{2V_0(\Delta y)... 358 wikitext text/x-wiki ;Convexity: adjustment to duration because the duration approximation is only accurate for small changes in interest rates *'''Convexity''' = <math> \frac{V_+ + V_- - 2V_0}{2V_0(\Delta y)^2}</math> [[Category:Formulas]] l0p29aczd5vz9ktbhk9gq5ocwkag8mh 359 358 2024-05-24T04:30:00Z Michael 1 1 revision imported 358 wikitext text/x-wiki ;Convexity: adjustment to duration because the duration approximation is only accurate for small changes in interest rates *'''Convexity''' = <math> \frac{V_+ + V_- - 2V_0}{2V_0(\Delta y)^2}</math> [[Category:Formulas]] l0p29aczd5vz9ktbhk9gq5ocwkag8mh 0 178 360 2009-05-29T18:41:15Z Greis>Michael 0 /* Definitions */ 360 wikitext text/x-wiki {{PHG|CFA|CFA|||CFA}} == Definitions == ;Duration: the approximate % change in the price of a bond given a 100 basis point (1%) change in interest rates ;Convexity: adjustment to duration because the duration approximation is only accurate for small changes in interest rates :'''Positive''' Convexity :*As rates '''decrease''', duration '''increases''' (tangent is steeper), so resulting price '''increase''' is greater than expected :*As rates '''increase''', duration '''decreases''', so resulting price '''decrease''' is less than expected :'''Negative''' Convexity is the opposite ;Macaulay Duration: Duration as calculated ;Modified Duration: Macaulay duration / (1 + yield) '''Duration''' is: *Measure of size and timing of a bond's cash flows *Single number, ''interpreted as average maturity'' :*where bond is viewed as a series of zero-coupon bonds :*duration is the '''weighted average maturity''' of those zero coupon bonds and the weight is the PV of each payment From Chance (Derivatives for CFA) ---- == Formulas == *'''Duration''' = <math> \frac{V_- - V_+}{2(V_0)(\Delta y)}</math> *'''Convexity''' = <math> \frac{V_+ + V_- - 2V_0}{2V_0(\Delta y)^2}</math> *Relationship between change in bond price and change in yield is: :<math>{\Delta B} \approx -MDUR_B \times B \times \Delta y_b </math> *Price Value of a Basis Point (PVBP) :<math>PVBP_B \approx MBUR_B \times B \times .0001</math> ---- [[Category:Definitions]] [[Category:Fixed Income]] [[Category:Formulas]] 2bw1a3krp6f70vw19ooccqzuixr1lqc 361 360 2024-05-24T04:30:01Z Michael 1 1 revision imported 360 wikitext text/x-wiki {{PHG|CFA|CFA|||CFA}} == Definitions == ;Duration: the approximate % change in the price of a bond given a 100 basis point (1%) change in interest rates ;Convexity: adjustment to duration because the duration approximation is only accurate for small changes in interest rates :'''Positive''' Convexity :*As rates '''decrease''', duration '''increases''' (tangent is steeper), so resulting price '''increase''' is greater than expected :*As rates '''increase''', duration '''decreases''', so resulting price '''decrease''' is less than expected :'''Negative''' Convexity is the opposite ;Macaulay Duration: Duration as calculated ;Modified Duration: Macaulay duration / (1 + yield) '''Duration''' is: *Measure of size and timing of a bond's cash flows *Single number, ''interpreted as average maturity'' :*where bond is viewed as a series of zero-coupon bonds :*duration is the '''weighted average maturity''' of those zero coupon bonds and the weight is the PV of each payment From Chance (Derivatives for CFA) ---- == Formulas == *'''Duration''' = <math> \frac{V_- - V_+}{2(V_0)(\Delta y)}</math> *'''Convexity''' = <math> \frac{V_+ + V_- - 2V_0}{2V_0(\Delta y)^2}</math> *Relationship between change in bond price and change in yield is: :<math>{\Delta B} \approx -MDUR_B \times B \times \Delta y_b </math> *Price Value of a Basis Point (PVBP) :<math>PVBP_B \approx MBUR_B \times B \times .0001</math> ---- [[Category:Definitions]] [[Category:Fixed Income]] [[Category:Formulas]] 2bw1a3krp6f70vw19ooccqzuixr1lqc 0 179 362 2009-06-05T20:08:13Z Greis>Michael 0 362 wikitext text/x-wiki {{PHG|CFA#Tools|Tools||CFA}} === PV of an Annuity === <math>PV = C \times \frac{1}{r-g} \left[1 - \left(\frac{1+g}{1+r}\right)^T \right] \!</math> === Equivalences === <math>PV = \frac{1}{r} \left[1 - \left(\frac{1}{1+r}\right)^T \right] = \frac {1}{1+r} + \frac {1}{(1+r)^2} + \dots + \frac {1}{(1+r)^T} </math> ---- [[Category:Formulas]] im80ppgn77eiv2ckavln5cofx6hwa5u 363 362 2024-05-24T04:30:01Z Michael 1 1 revision imported 362 wikitext text/x-wiki {{PHG|CFA#Tools|Tools||CFA}} === PV of an Annuity === <math>PV = C \times \frac{1}{r-g} \left[1 - \left(\frac{1+g}{1+r}\right)^T \right] \!</math> === Equivalences === <math>PV = \frac{1}{r} \left[1 - \left(\frac{1}{1+r}\right)^T \right] = \frac {1}{1+r} + \frac {1}{(1+r)^2} + \dots + \frac {1}{(1+r)^T} </math> ---- [[Category:Formulas]] im80ppgn77eiv2ckavln5cofx6hwa5u 0 180 364 2009-02-20T18:21:37Z Greis>Michael 0 364 wikitext text/x-wiki <math>V_s = P_s = \frac{D_1}{k-g}</math> where: :V_s, P_s = Value and Price of stock :D₁ = Dividend in Period₁ = D₀(1 + g) :k = required rate of return :g = dividend growth rate <noinclude>[[Category:Formulas]]</noinclude> 007cmek6l3sr0u4d6ubm7jeo3mhtouy 365 364 2024-05-24T04:30:02Z Michael 1 1 revision imported 364 wikitext text/x-wiki <math>V_s = P_s = \frac{D_1}{k-g}</math> where: :V_s, P_s = Value and Price of stock :D₁ = Dividend in Period₁ = D₀(1 + g) :k = required rate of return :g = dividend growth rate <noinclude>[[Category:Formulas]]</noinclude> 007cmek6l3sr0u4d6ubm7jeo3mhtouy 0 181 366 2009-02-20T20:36:45Z Greis>Michael 0 366 wikitext text/x-wiki <math> ROE = \underbrace{\frac{Net\ Income}{EBT}}_{Tax\,Efficiency} \times \underbrace{\frac{EBT}{EBIT}}_{Financing\,Eff.} \times \underbrace{\frac{EBIT}{Sales}}_{Operating\,Margin} \times \underbrace{\overbrace{\frac{Sales}{Total\,Assets}}^{Asset\,Turnover}}_{Efficiency} \times \underbrace{\overbrace{\frac{Total\ Assets}{Stockholders\ Equity}}^{Equity\,Multiplier}}_{Leverage} </math> *EBT = Earnings before taxes = NOPLAT (Net Operating Profit Less Adjusted Taxes) <noinclude>[[Category:Formulas|DuPont Analysis]]</noinclude> srcbbknsbs8xcm5q91gtkmth51xenqc 367 366 2024-05-24T04:30:03Z Michael 1 1 revision imported 366 wikitext text/x-wiki <math> ROE = \underbrace{\frac{Net\ Income}{EBT}}_{Tax\,Efficiency} \times \underbrace{\frac{EBT}{EBIT}}_{Financing\,Eff.} \times \underbrace{\frac{EBIT}{Sales}}_{Operating\,Margin} \times \underbrace{\overbrace{\frac{Sales}{Total\,Assets}}^{Asset\,Turnover}}_{Efficiency} \times \underbrace{\overbrace{\frac{Total\ Assets}{Stockholders\ Equity}}^{Equity\,Multiplier}}_{Leverage} </math> *EBT = Earnings before taxes = NOPLAT (Net Operating Profit Less Adjusted Taxes) <noinclude>[[Category:Formulas|DuPont Analysis]]</noinclude> srcbbknsbs8xcm5q91gtkmth51xenqc 0 183 368 2009-02-20T20:37:12Z Greis>Michael 0 368 wikitext text/x-wiki <math> ROE = \underbrace{\overbrace{\frac{Net Income}{Sales}}^{Profit Margin}}_{Profitability} \times \underbrace{\overbrace{\frac{Sales}{Total Assets}}^{Asset Turnover}}_{Efficiency} \times \underbrace{\overbrace{\frac{Total Assets}{Stockholders Equity}}^{Equity Multiplier}}_{Leverage} </math> <noinclude>[[Category:Formulas|DuPont Analysis]]</noinclude> 84aujxc7bgtw2j8x06vd7v9743h2dya 369 368 2024-05-24T04:30:03Z Michael 1 1 revision imported 368 wikitext text/x-wiki <math> ROE = \underbrace{\overbrace{\frac{Net Income}{Sales}}^{Profit Margin}}_{Profitability} \times \underbrace{\overbrace{\frac{Sales}{Total Assets}}^{Asset Turnover}}_{Efficiency} \times \underbrace{\overbrace{\frac{Total Assets}{Stockholders Equity}}^{Equity Multiplier}}_{Leverage} </math> <noinclude>[[Category:Formulas|DuPont Analysis]]</noinclude> 84aujxc7bgtw2j8x06vd7v9743h2dya 0 184 370 2009-05-26T15:22:08Z Greis>Michael 0 370 wikitext text/x-wiki Chebyshew'v Inequality is often used in finance to show that, for '''any''' distribution of returns, 75% of returns will be within 2 standard deviations of the mean value. The inequality actually says that for any random variable with standard deviation σ, the probability that a value for '''X''' is more than '''a''' standard deviations from the mean is is less than or equal to <math>1/a^2</math> : <math>\Pr(|X - {\mathbf E}(X)| \ge a\,\sigma )\le \frac {1}{a^2}.</math> Holds for '''all''' distributions. See also [http://en.wikipedia.org/wiki/Chebyshev Wikipedia entry] for Pafnuty Chebyshew. ---- [[Category:Formulas|Chebyshew]] a027boybc45movpejduq4ikztzjxucn 371 370 2024-05-24T04:30:04Z Michael 1 1 revision imported 370 wikitext text/x-wiki Chebyshew'v Inequality is often used in finance to show that, for '''any''' distribution of returns, 75% of returns will be within 2 standard deviations of the mean value. The inequality actually says that for any random variable with standard deviation σ, the probability that a value for '''X''' is more than '''a''' standard deviations from the mean is is less than or equal to <math>1/a^2</math> : <math>\Pr(|X - {\mathbf E}(X)| \ge a\,\sigma )\le \frac {1}{a^2}.</math> Holds for '''all''' distributions. See also [http://en.wikipedia.org/wiki/Chebyshev Wikipedia entry] for Pafnuty Chebyshew. ---- [[Category:Formulas|Chebyshew]] a027boybc45movpejduq4ikztzjxucn 0 185 372 2013-12-31T15:37:57Z Greis>Michael 0 372 wikitext text/x-wiki {{CatPageHeader}} === Compound Interst === If: *'''x''' = Initial Amount *'''n''' = Interest Rate *'''y''' = Number of Years *'''z''' = Final Amount Then: <math> z = x (1+n)^y </math> <math> n = \sqrt [y] {\frac{z}{x}} - 1 </math> <math> y = \frac {\ln(z/x)} {\ln(1 + n)} </math> ---- [[Category:Formulas]] g9ew8yf4ft51mqy4e4xb5s4ghz9fjwt 373 372 2024-05-24T04:30:05Z Michael 1 1 revision imported 372 wikitext text/x-wiki {{CatPageHeader}} === Compound Interst === If: *'''x''' = Initial Amount *'''n''' = Interest Rate *'''y''' = Number of Years *'''z''' = Final Amount Then: <math> z = x (1+n)^y </math> <math> n = \sqrt [y] {\frac{z}{x}} - 1 </math> <math> y = \frac {\ln(z/x)} {\ln(1 + n)} </math> ---- [[Category:Formulas]] g9ew8yf4ft51mqy4e4xb5s4ghz9fjwt 0 186 374 2009-03-20T20:48:01Z Greis>Michael 0 374 wikitext text/x-wiki <math>r_{MD} = \frac {MV_1 - MV_0 - CF - T_{Real}} {MV_0 + \sum (CF_i \times w_i)}</math> where <math>w_i = \frac {days_{period} - day_{CF}}{days_{period}}</math> <noinclude>[[Category:Formulas|Modified Dietz Formula]]</noinclude> pnj5vuofo9nnmt44b629gkoukkjke61 375 374 2024-05-24T04:30:06Z Michael 1 1 revision imported 374 wikitext text/x-wiki <math>r_{MD} = \frac {MV_1 - MV_0 - CF - T_{Real}} {MV_0 + \sum (CF_i \times w_i)}</math> where <math>w_i = \frac {days_{period} - day_{CF}}{days_{period}}</math> <noinclude>[[Category:Formulas|Modified Dietz Formula]]</noinclude> pnj5vuofo9nnmt44b629gkoukkjke61 0 187 376 2009-04-24T14:44:30Z Greis>Michael 0 New page: Correspondence between '''periodic''' and '''continuous''' compounding *<math>S_0(1 + r)^T \cong S_0e^{rT}</math> ::when T is positive - how much is S worth in the future? ::when T is nega... 376 wikitext text/x-wiki Correspondence between '''periodic''' and '''continuous''' compounding *<math>S_0(1 + r)^T \cong S_0e^{rT}</math> ::when T is positive - how much is S worth in the future? ::when T is negative - how much did you need in the past to get S today? *<math>\frac{S_0}{(1 + r)^T} = S_0(1 + r)^{-T} \cong S_0e^{-rT}</math> <noinclude>[[Category:Formulas|Compounding]]</noinclude> jaul5lpg6th0s05dyg1pcuwepz9yh2g 377 376 2024-05-24T04:30:07Z Michael 1 1 revision imported 376 wikitext text/x-wiki Correspondence between '''periodic''' and '''continuous''' compounding *<math>S_0(1 + r)^T \cong S_0e^{rT}</math> ::when T is positive - how much is S worth in the future? ::when T is negative - how much did you need in the past to get S today? *<math>\frac{S_0}{(1 + r)^T} = S_0(1 + r)^{-T} \cong S_0e^{-rT}</math> <noinclude>[[Category:Formulas|Compounding]]</noinclude> jaul5lpg6th0s05dyg1pcuwepz9yh2g 10 188 378 2017-03-02T19:04:06Z Greis>Michael 0 378 wikitext text/x-wiki {| border="0" cellspacing="2" align="center" width="100%" style="background:#ffdead;" |- ! {{NavRequest|pn=CFA|pt=Back to CFA Index Page}} ! {{NavRequest|pn=:Category:CFA|pt=CFA Category List}} ! {{NavRequest|pn=Internal Pages|pt=Internal Pages Index}} |- |} <noinclude>[[Category:Archive Templates|CatPageHeader]]</noinclude> ---- rul60l9y3zi3k8dgwvdybibdlc1chhe 379 378 2024-05-24T04:30:07Z Michael 1 1 revision imported 378 wikitext text/x-wiki {| border="0" cellspacing="2" align="center" width="100%" style="background:#ffdead;" |- ! {{NavRequest|pn=CFA|pt=Back to CFA Index Page}} ! {{NavRequest|pn=:Category:CFA|pt=CFA Category List}} ! {{NavRequest|pn=Internal Pages|pt=Internal Pages Index}} |- |} <noinclude>[[Category:Archive Templates|CatPageHeader]]</noinclude> ---- rul60l9y3zi3k8dgwvdybibdlc1chhe 10 189 380 2017-03-02T18:58:19Z Greis>Michael 0 380 wikitext text/x-wiki <center> [[{{{pn}}}|{{{pt}}}]] </center> <noinclude>[[Category:Archive Templates|NavRequest]]</noinclude> 4ynh29vs7fzya4zxjsfdpdvipit9iwc 381 380 2024-05-24T04:30:07Z Michael 1 1 revision imported 380 wikitext text/x-wiki <center> [[{{{pn}}}|{{{pt}}}]] </center> <noinclude>[[Category:Archive Templates|NavRequest]]</noinclude> 4ynh29vs7fzya4zxjsfdpdvipit9iwc 10 190 382 2017-01-26T02:46:27Z Greis>Michael 0 382 wikitext text/x-wiki {| border="0" cellspacing="2" align="center" width="100%" style="background:#bacbfd;" |- {{ #if: {{{1|}}} |! <center>[[{{{1}}}|{{ #if: {{{2|}}} |{{{2}}} Pages | {{{1}}} Pages }}]]</center> |! <center>[[Main Page|Main Page]]</center> }} {{ #if: {{{3|}}} |! <center>[[{{{3}}}|{{ #if: {{{4|}}} |{{{4}}} Pages | {{{3}}} Pages }}]]</center>}} {{ #if: {{{5|}}} |! <center>[[:Category:{{{5}}}|{{{5}}} Categories]]</center>|! <center>[[:Category:Internal Pages|Categories]]</center> }} |- |} <noinclude>[[Category:Archive Templates|PHG]]</noinclude> 4f9wpn6e0uhkn1z8t3w4s8filcamm3a 383 382 2024-05-24T04:30:07Z Michael 1 1 revision imported 382 wikitext text/x-wiki {| border="0" cellspacing="2" align="center" width="100%" style="background:#bacbfd;" |- {{ #if: {{{1|}}} |! <center>[[{{{1}}}|{{ #if: {{{2|}}} |{{{2}}} Pages | {{{1}}} Pages }}]]</center> |! <center>[[Main Page|Main Page]]</center> }} {{ #if: {{{3|}}} |! <center>[[{{{3}}}|{{ #if: {{{4|}}} |{{{4}}} Pages | {{{3}}} Pages }}]]</center>}} {{ #if: {{{5|}}} |! <center>[[:Category:{{{5}}}|{{{5}}} Categories]]</center>|! <center>[[:Category:Internal Pages|Categories]]</center> }} |- |} <noinclude>[[Category:Archive Templates|PHG]]</noinclude> 4f9wpn6e0uhkn1z8t3w4s8filcamm3a 14 208 384 2007-05-20T18:36:50Z Greis>Michael 0 384 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] se5n7pbdvuhf4ytfw4zvpkiy6rjz5qq 385 384 2024-05-24T04:46:26Z Michael 1 1 revision imported 384 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] se5n7pbdvuhf4ytfw4zvpkiy6rjz5qq 14 209 386 2007-05-20T18:28:28Z Greis>Michael 0 386 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] se5n7pbdvuhf4ytfw4zvpkiy6rjz5qq 387 386 2024-05-24T04:46:26Z Michael 1 1 revision imported 386 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] se5n7pbdvuhf4ytfw4zvpkiy6rjz5qq 14 210 388 2007-05-20T18:31:56Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:CFA]] 388 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] 32y8w6ieitq0kis9a893uq0ooqw47k3 389 388 2024-05-24T04:46:26Z Michael 1 1 revision imported 388 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] 32y8w6ieitq0kis9a893uq0ooqw47k3 14 211 390 2007-05-21T03:19:14Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:CFA]] 390 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] se5n7pbdvuhf4ytfw4zvpkiy6rjz5qq 391 390 2024-05-24T04:46:26Z Michael 1 1 revision imported 390 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] se5n7pbdvuhf4ytfw4zvpkiy6rjz5qq 14 212 392 2007-05-28T17:08:06Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:CFA]] 392 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] gyftnhx6kkwk4tlz02jk8lqqqcbe2c5 393 392 2024-05-24T04:46:26Z Michael 1 1 revision imported 392 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] gyftnhx6kkwk4tlz02jk8lqqqcbe2c5 14 213 394 2007-05-28T17:09:11Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:CFA]] 394 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] imvzh0c5scku1php92i025vj6gb3qv4 395 394 2024-05-24T04:46:26Z Michael 1 1 revision imported 394 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] imvzh0c5scku1php92i025vj6gb3qv4 14 214 396 2007-05-31T16:01:07Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:CFA]] 396 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] c8lqfewm4kjkrkhhzci93iege7i6b5d 397 396 2024-05-24T04:46:26Z Michael 1 1 revision imported 396 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] c8lqfewm4kjkrkhhzci93iege7i6b5d 14 215 398 2007-05-31T18:38:44Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:CFA]] 398 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] c8lqfewm4kjkrkhhzci93iege7i6b5d 399 398 2024-05-24T04:46:26Z Michael 1 1 revision imported 398 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] c8lqfewm4kjkrkhhzci93iege7i6b5d 14 216 400 2007-06-01T14:35:30Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:CFA]] 400 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] imvzh0c5scku1php92i025vj6gb3qv4 401 400 2024-05-24T04:46:26Z Michael 1 1 revision imported 400 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] imvzh0c5scku1php92i025vj6gb3qv4 14 217 402 2007-06-01T15:00:26Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:CFA]] 402 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] imvzh0c5scku1php92i025vj6gb3qv4 403 402 2024-05-24T04:46:26Z Michael 1 1 revision imported 402 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] imvzh0c5scku1php92i025vj6gb3qv4 0 218 404 2008-01-02T21:39:34Z Greis>Michael 0 404 wikitext text/x-wiki {{PHG|Career||Internal Pages|Internal|Career}} == CFA Certification == *Very challenging to obtain *Gold standard in investment management **High representation of young MOTU wannabes **Also high representation among respected senior professionals in investment management *Boston Security Analysts Society - (Founding member of CFA Institute) *Top professionals in money management in Boston and beyond *Significant continuing education opportunities *Strong career site *Analysis-focused *Many positions/hiring managers look for this certification *Can be used in wealth management/personal financial planning **CFA Institute now has a wealth management sub-group and activities === Requirements === *Pass three examination levels *Four years experience in investment management or related finance job === Opportunities === *From CFA site *From BSAS Career Center *Major investment firms - Fidelity, State Street, MFS, etc. *Bank-affiliated investment firms - Acadian, B of A *Boutique investment banks *Other asset managers - firms like Cambridge Associates *Advisory firms (S&P, consulting firms) === Challenges === *Most of the opportunities requiring/leveraging CFA certification will be filled by people already in the industry *How do you get in? == CFP Certification == *Well-regarded certification for financial planning (which is a lot less mature as a profession and includes other, less rigorous certifications) *No local affiliate structure or impact parallel to CFA Institute === Requirements === *Six-course sequence at designated institutions **With transcript review, I only need five **BU has online program ***$525/course, $2,595 for all six ***$1,995 special until August 8th ***Courses accessible for 18 months from payment ***Candidates typically take about 10 months for all six courses ***Candidates who already know much of the material have completed them in as little as two months *CFP Exam offered multiple times yearly *Three years industry experience (I think it's three) === Opportunities === *Medium-sized financial planning firms - e.g. Ballentine Finn *Large firms with sizable wealth management focus - Merrill Lynch, Bank of America, Fidelity *Provides services/support to smaller, owner-operated firms - to gain experience, future position *Start own firm === Challenges === *How do you get in? ---- [[Category:Career]] [[Category:CFA]]] [[Category:CFP]] 76mpuhxertj7ovxw2vscwtateotm7pp 405 404 2024-05-24T04:46:26Z Michael 1 1 revision imported 404 wikitext text/x-wiki {{PHG|Career||Internal Pages|Internal|Career}} == CFA Certification == *Very challenging to obtain *Gold standard in investment management **High representation of young MOTU wannabes **Also high representation among respected senior professionals in investment management *Boston Security Analysts Society - (Founding member of CFA Institute) *Top professionals in money management in Boston and beyond *Significant continuing education opportunities *Strong career site *Analysis-focused *Many positions/hiring managers look for this certification *Can be used in wealth management/personal financial planning **CFA Institute now has a wealth management sub-group and activities === Requirements === *Pass three examination levels *Four years experience in investment management or related finance job === Opportunities === *From CFA site *From BSAS Career Center *Major investment firms - Fidelity, State Street, MFS, etc. *Bank-affiliated investment firms - Acadian, B of A *Boutique investment banks *Other asset managers - firms like Cambridge Associates *Advisory firms (S&P, consulting firms) === Challenges === *Most of the opportunities requiring/leveraging CFA certification will be filled by people already in the industry *How do you get in? == CFP Certification == *Well-regarded certification for financial planning (which is a lot less mature as a profession and includes other, less rigorous certifications) *No local affiliate structure or impact parallel to CFA Institute === Requirements === *Six-course sequence at designated institutions **With transcript review, I only need five **BU has online program ***$525/course, $2,595 for all six ***$1,995 special until August 8th ***Courses accessible for 18 months from payment ***Candidates typically take about 10 months for all six courses ***Candidates who already know much of the material have completed them in as little as two months *CFP Exam offered multiple times yearly *Three years industry experience (I think it's three) === Opportunities === *Medium-sized financial planning firms - e.g. Ballentine Finn *Large firms with sizable wealth management focus - Merrill Lynch, Bank of America, Fidelity *Provides services/support to smaller, owner-operated firms - to gain experience, future position *Start own firm === Challenges === *How do you get in? ---- [[Category:Career]] [[Category:CFA]]] [[Category:CFP]] 76mpuhxertj7ovxw2vscwtateotm7pp 0 219 406 2007-12-05T22:55:33Z Greis>Michael 0 406 wikitext text/x-wiki {{PHG|||XBRL||XBRL}} === XBRL Working Group === *Formed by CFA Institute's Centre for Financial Market Integrity ::Kurt N. Schacht CFA, JD - Director *Nine members *Chaired by [http://www.hardingloevner.com/about/our_staff/larsen.html Tom Larsen], CFA :*Authored article in Sept/Oct 2006 CFA Magazine when he was Senior Policy Analyst for capital markets at the CFA Centre for Financial Market Integrity. :*Now Head of Research, [http://www.hardingloevner.com Harding Loevner Management] ::*Harding Loevner is in Somerville, NJ :*Presentations in April 2007 === Diermeier Letter April 2007 === '''The Time Is Now to Look at XBRL''' As I mentioned in my December letter, I am encouraged by the promise that XBRL — an interactive data-based language that allows the tagging of financial (and potentially non-financial) information — holds in enhancing the ability of investors to analyze companies. I believe XBRL can significantly improve the accessibility and accuracy of financial statements and, ultimately, the quality of our global capital markets. Recently, the New York Society of Security Analysts (NYSSA) held a seminar on XBRL at Baruch College. I wish you could have joined me at the seminar where Tom Larsen, CFA, chair of our XBRL working group, delivered an informative presentation (PDF) and I provided an update (PDF) on our involvement in this area. If you haven't already, it is now time for you to take a good look at this new technology. Fundamental analysts, portfolio managers, credit analysts, quants, risk modelers, and academics should all evaluate how XBRL may change their investment processes. XBRL has developed to a degree where it is worth your while to investigate. We will attempt to deliver this information to your doorstep or desktop, although seeing the live presentations would be most effective. In addition, in order to accelerate adoption of XBRL by companies, I urge you to ask company management where they stand with XBRL implementation. A little nudge from many of you will pay dividends. CFA Institute, through its Centre for Financial Market Integrity, has formed an XBRL working group of nine members from diverse investment professional backgrounds, which has been charged with three main tasks: 1) Draft a position paper on the use of XBRL-tagged data in financial reporting from the end-users' perspective; 2) Survey CFA Institute members about the key elements needed to develop and maintain a high-quality XBRL system for delivering information to investors and investment professionals; and 3) Provide detailed implementation feedback to the SEC and to XBRL US Inc., the primary organization for the development of the XBRL taxonomy for financial statements and note disclosures provided for SEC filings. We will keep you posted of further developments. === Diermeier Letter December 2006 === '''XBRL Applications Merit Involvement by CFA Institute''' This month I had the pleasure of speaking before the XBRL International Conference in Philadelphia. For those of you not familiar with XBRL, it is an interactive data-based language that will allow the tagging of all financial numbers and potentially non-financial information. This is a base or root level technology language that could have important implications for researchers using financial statements for years to come. As a result I feel compelled that CFA Institute should become involved in this effort for your benefit. When companies begin tagging their financial data via XBRL and filing that data with the U.S. SEC and other regulators around the world, analysts and investors will be able to populate their spreadsheet models immediately upon release of any earnings report or other regulatory filing. The goal is that such data will come in accurately and can be compared to data from any other XBRL filer with ease. As I said in Philadelphia, I believe XBRL holds the possibility to change the ability of investors to analyze companies. However, in order for XBRL to fulfill its promise, a taxonomy must be designed and implemented in such a way that meets the needs of investors. The U.S. SEC has awarded a contract to XBRL US, Inc., which is working with the Financial Accounting Foundation (FAF), to complete the XBRL taxonomy (the tagging language). To date, there has been minimal input from the investor community, and both the SEC and the XBRL organization have encouraged CFA Institute to become more involved. In response, we have joined the FAF advisory group to this project. If you are interested in being a part of this group, please send Georgene Palacky an e-mail that includes a brief bio of your background and experience. ---- [[Category:XBRL]] [[Category:CFA|XBRL]] t7953ou0gxfh63nynvdhaygjfihbhsm 407 406 2024-05-24T04:46:26Z Michael 1 1 revision imported 406 wikitext text/x-wiki {{PHG|||XBRL||XBRL}} === XBRL Working Group === *Formed by CFA Institute's Centre for Financial Market Integrity ::Kurt N. Schacht CFA, JD - Director *Nine members *Chaired by [http://www.hardingloevner.com/about/our_staff/larsen.html Tom Larsen], CFA :*Authored article in Sept/Oct 2006 CFA Magazine when he was Senior Policy Analyst for capital markets at the CFA Centre for Financial Market Integrity. :*Now Head of Research, [http://www.hardingloevner.com Harding Loevner Management] ::*Harding Loevner is in Somerville, NJ :*Presentations in April 2007 === Diermeier Letter April 2007 === '''The Time Is Now to Look at XBRL''' As I mentioned in my December letter, I am encouraged by the promise that XBRL — an interactive data-based language that allows the tagging of financial (and potentially non-financial) information — holds in enhancing the ability of investors to analyze companies. I believe XBRL can significantly improve the accessibility and accuracy of financial statements and, ultimately, the quality of our global capital markets. Recently, the New York Society of Security Analysts (NYSSA) held a seminar on XBRL at Baruch College. I wish you could have joined me at the seminar where Tom Larsen, CFA, chair of our XBRL working group, delivered an informative presentation (PDF) and I provided an update (PDF) on our involvement in this area. If you haven't already, it is now time for you to take a good look at this new technology. Fundamental analysts, portfolio managers, credit analysts, quants, risk modelers, and academics should all evaluate how XBRL may change their investment processes. XBRL has developed to a degree where it is worth your while to investigate. We will attempt to deliver this information to your doorstep or desktop, although seeing the live presentations would be most effective. In addition, in order to accelerate adoption of XBRL by companies, I urge you to ask company management where they stand with XBRL implementation. A little nudge from many of you will pay dividends. CFA Institute, through its Centre for Financial Market Integrity, has formed an XBRL working group of nine members from diverse investment professional backgrounds, which has been charged with three main tasks: 1) Draft a position paper on the use of XBRL-tagged data in financial reporting from the end-users' perspective; 2) Survey CFA Institute members about the key elements needed to develop and maintain a high-quality XBRL system for delivering information to investors and investment professionals; and 3) Provide detailed implementation feedback to the SEC and to XBRL US Inc., the primary organization for the development of the XBRL taxonomy for financial statements and note disclosures provided for SEC filings. We will keep you posted of further developments. === Diermeier Letter December 2006 === '''XBRL Applications Merit Involvement by CFA Institute''' This month I had the pleasure of speaking before the XBRL International Conference in Philadelphia. For those of you not familiar with XBRL, it is an interactive data-based language that will allow the tagging of all financial numbers and potentially non-financial information. This is a base or root level technology language that could have important implications for researchers using financial statements for years to come. As a result I feel compelled that CFA Institute should become involved in this effort for your benefit. When companies begin tagging their financial data via XBRL and filing that data with the U.S. SEC and other regulators around the world, analysts and investors will be able to populate their spreadsheet models immediately upon release of any earnings report or other regulatory filing. The goal is that such data will come in accurately and can be compared to data from any other XBRL filer with ease. As I said in Philadelphia, I believe XBRL holds the possibility to change the ability of investors to analyze companies. However, in order for XBRL to fulfill its promise, a taxonomy must be designed and implemented in such a way that meets the needs of investors. The U.S. SEC has awarded a contract to XBRL US, Inc., which is working with the Financial Accounting Foundation (FAF), to complete the XBRL taxonomy (the tagging language). To date, there has been minimal input from the investor community, and both the SEC and the XBRL organization have encouraged CFA Institute to become more involved. In response, we have joined the FAF advisory group to this project. If you are interested in being a part of this group, please send Georgene Palacky an e-mail that includes a brief bio of your background and experience. ---- [[Category:XBRL]] [[Category:CFA|XBRL]] t7953ou0gxfh63nynvdhaygjfihbhsm 0 220 408 2017-01-26T02:53:42Z Greis>Michael 0 408 wikitext text/x-wiki {{PHG|Main Page|Main|Career|Career|CFA}} __NOTOC__ This set of pages contains reference material for the CFA program. See it [[#By Category|by category]] *[[CFA/CBOK|Candidate Body of Knowledge]] *[http://www.cfainstitute.org CFA Institute] *[http://www.bsas.org Boston Security Analysts Society] *[[CFA/Level III Readings|Level III Readings]] {{color||2016-07-05 Update}} - Link to [https://online.vitalsource.com 2016 CFA Curriculum Readings Bookshelf] (through Vitalsource) == [[Ethical and Professional Standards]] == <categorytree>Ethical and Professional Standards</categorytree> *[[Ethical and Professional Standards]] :*[[Ethical and Professional Standards/Code of Ethics|Code of Ethics]] - CFA Institute Code of Ethics :*[[Ethical and Professional Standards/Standards of Professional Conduct|Standards of Professional Conduct]] - CFA Institute Standards of Professional Conduct :*[[Ethical and Professional Standards/Soft Dollar Standards|Soft Dollar Standards]] - CFA Institute Soft Dollar Standards :*[[Ethical and Professional Standards/Research Objectivity Standards|Research Objectivity Standards]] - CFA Institute Research Objectivity Standards ---- == Quantitative Methods == ---- == Economics == <categorytree>Economics</categorytree> *[[Macroanalysis and Microvaluation of the Stock Market]] - Level III, Reading 24 *[[Foreign Exchange|Foreign Exchange]] - Level II Reading 17, Solnik Chapter 1 *[[Foreign Exchange Parity|Foreign Exchange Parity]] - Level II Reading 18, Solnik Chapter 2 *[[International Asset Pricing|International Asset Pricing]] - Level II Reading 19, Solnik Chapter 4 ---- == Financial Reporting and Analysis == *[[Financial Ratios]] - Key Financial Ratios *[[Impact of Inventory Methods]] - LIFO vs. FIFO *[[Synthesis]] - Reading 34: Analysis of Financial Statements: a Synthesis ---- == Corporate Finance == *[[Capital Budgeting]] - Level II Reading 35 *[[Cost of Capital]] - Level II Reading 36 *[[Mergers]] - Level II Reading 40 *[[Corporate Restructuring]] - Level II Reading 41 ---- == Equity Investments == *[[Five Forces Model]] ==== Valuation ==== *[[Compound Interest|Compound Interest]] *[[DuPont Analysis|DuPont Analysis]] *[[DCF Models|DCF Models]] *[[Discounted Dividend Valuation|Discounted Dividend Valuation]] *[[Free Cash Flow Valuation|Free Cash Flow Valuation]] *[[Market-based Valuation: Price Multiples]] *[[Residual Income Valuation|Residual Income Valuation]] ---- == Fixed Income == <categorytree>Fixed Income Investments</categorytree> *[[Level I Duration|Duration]] *[[Pricing Fixed Income Investments]] *[[Valuing Bonds with Embedded Options]] - Level II Reading 60 *[[Mortgage-Backed Sector of the Bond Market]] - Level II Reading 61 *[[Valuing Mortgage-Backed and Asset-Backed Securities]] - Level II Reading 63 ---- == Derivatives == <categorytree>Derivative Instruments</categorytree> *[[Forward Markets and Contracts]] *[[Futures Markets and Contracts]] *[[Option Markets and Contracts]] - Level II Reading 66 *[[Swap Markets and Contracts]] - Level II Reading 67 *[[Articles (Derivatives)]] - Articles related to derivative instruments ---- == Alternative Investments == <categorytree>Alternative Investments</categorytree> ---- == Portfolio Management and Wealth Planning == <categorytree>Portfolio Management</categorytree> <categorytree>Private Wealth Management</categorytree> *[[Managing Individual Investor Portfolios]] *[[Wealth Planning Alternatives]] *[[Behavioral Finance]] *[[Managing Institutional Investor Portfolios]] *[[Asset Allocation]] - Level III Reading 35 (Volume 3) *[[Capital Market Expectations]] - Level III Reading 23 (Volume 3) *[[Execution of Portfolio Decisions]] *[[Monitoring and Rebalancing]] *[[Fixed Income Portfolio Management]] *[[Hedging Mortgage-Backed Securities]] *[[Equity Portfolio Management]] *[[Commodity Forwards and Futures]] *[[Evaluating Portfolio Performance]] *[[Global Performance Evaluation]] *[[Portfolio Theory Basics|Portfolio Theory Basics]] *[[The Capital Asset Pricing Model]] - Level II Reading 70 == Global Investing and Portfolio Management == <categorytree>Global Investing</categorytree> *[[Foreign Exchange|Foreign Exchange]] - Level II Reading 17, Solnik Chapter 1 *[[Foreign Exchange Parity|Foreign Exchange Parity]] - Level II Reading 18, Solnik Chapter 2 *[[International Asset Pricing|International Asset Pricing]] - Level II Reading 19, Solnik Chaper 4 *[[Global Performance Evaluation]] == Risk Management == <categorytree>Risk Management</categorytree> == By Category == <categorytree>CFA</categorytree> ---- == Tools == <categorytree>Formulas</categorytree> *[http://meta.wikimedia.org/wiki/Help:Formula Wiki Formula Help] *[[CFA Templates]] *[[Financial Templates|Financial Templates]] - Financial Templates ---- [[Category:CFA]] laycesa5xzfuc2a92he183n7z05kqi1 409 408 2024-05-24T04:46:26Z Michael 1 1 revision imported 408 wikitext text/x-wiki {{PHG|Main Page|Main|Career|Career|CFA}} __NOTOC__ This set of pages contains reference material for the CFA program. See it [[#By Category|by category]] *[[CFA/CBOK|Candidate Body of Knowledge]] *[http://www.cfainstitute.org CFA Institute] *[http://www.bsas.org Boston Security Analysts Society] *[[CFA/Level III Readings|Level III Readings]] {{color||2016-07-05 Update}} - Link to [https://online.vitalsource.com 2016 CFA Curriculum Readings Bookshelf] (through Vitalsource) == [[Ethical and Professional Standards]] == <categorytree>Ethical and Professional Standards</categorytree> *[[Ethical and Professional Standards]] :*[[Ethical and Professional Standards/Code of Ethics|Code of Ethics]] - CFA Institute Code of Ethics :*[[Ethical and Professional Standards/Standards of Professional Conduct|Standards of Professional Conduct]] - CFA Institute Standards of Professional Conduct :*[[Ethical and Professional Standards/Soft Dollar Standards|Soft Dollar Standards]] - CFA Institute Soft Dollar Standards :*[[Ethical and Professional Standards/Research Objectivity Standards|Research Objectivity Standards]] - CFA Institute Research Objectivity Standards ---- == Quantitative Methods == ---- == Economics == <categorytree>Economics</categorytree> *[[Macroanalysis and Microvaluation of the Stock Market]] - Level III, Reading 24 *[[Foreign Exchange|Foreign Exchange]] - Level II Reading 17, Solnik Chapter 1 *[[Foreign Exchange Parity|Foreign Exchange Parity]] - Level II Reading 18, Solnik Chapter 2 *[[International Asset Pricing|International Asset Pricing]] - Level II Reading 19, Solnik Chapter 4 ---- == Financial Reporting and Analysis == *[[Financial Ratios]] - Key Financial Ratios *[[Impact of Inventory Methods]] - LIFO vs. FIFO *[[Synthesis]] - Reading 34: Analysis of Financial Statements: a Synthesis ---- == Corporate Finance == *[[Capital Budgeting]] - Level II Reading 35 *[[Cost of Capital]] - Level II Reading 36 *[[Mergers]] - Level II Reading 40 *[[Corporate Restructuring]] - Level II Reading 41 ---- == Equity Investments == *[[Five Forces Model]] ==== Valuation ==== *[[Compound Interest|Compound Interest]] *[[DuPont Analysis|DuPont Analysis]] *[[DCF Models|DCF Models]] *[[Discounted Dividend Valuation|Discounted Dividend Valuation]] *[[Free Cash Flow Valuation|Free Cash Flow Valuation]] *[[Market-based Valuation: Price Multiples]] *[[Residual Income Valuation|Residual Income Valuation]] ---- == Fixed Income == <categorytree>Fixed Income Investments</categorytree> *[[Level I Duration|Duration]] *[[Pricing Fixed Income Investments]] *[[Valuing Bonds with Embedded Options]] - Level II Reading 60 *[[Mortgage-Backed Sector of the Bond Market]] - Level II Reading 61 *[[Valuing Mortgage-Backed and Asset-Backed Securities]] - Level II Reading 63 ---- == Derivatives == <categorytree>Derivative Instruments</categorytree> *[[Forward Markets and Contracts]] *[[Futures Markets and Contracts]] *[[Option Markets and Contracts]] - Level II Reading 66 *[[Swap Markets and Contracts]] - Level II Reading 67 *[[Articles (Derivatives)]] - Articles related to derivative instruments ---- == Alternative Investments == <categorytree>Alternative Investments</categorytree> ---- == Portfolio Management and Wealth Planning == <categorytree>Portfolio Management</categorytree> <categorytree>Private Wealth Management</categorytree> *[[Managing Individual Investor Portfolios]] *[[Wealth Planning Alternatives]] *[[Behavioral Finance]] *[[Managing Institutional Investor Portfolios]] *[[Asset Allocation]] - Level III Reading 35 (Volume 3) *[[Capital Market Expectations]] - Level III Reading 23 (Volume 3) *[[Execution of Portfolio Decisions]] *[[Monitoring and Rebalancing]] *[[Fixed Income Portfolio Management]] *[[Hedging Mortgage-Backed Securities]] *[[Equity Portfolio Management]] *[[Commodity Forwards and Futures]] *[[Evaluating Portfolio Performance]] *[[Global Performance Evaluation]] *[[Portfolio Theory Basics|Portfolio Theory Basics]] *[[The Capital Asset Pricing Model]] - Level II Reading 70 == Global Investing and Portfolio Management == <categorytree>Global Investing</categorytree> *[[Foreign Exchange|Foreign Exchange]] - Level II Reading 17, Solnik Chapter 1 *[[Foreign Exchange Parity|Foreign Exchange Parity]] - Level II Reading 18, Solnik Chapter 2 *[[International Asset Pricing|International Asset Pricing]] - Level II Reading 19, Solnik Chaper 4 *[[Global Performance Evaluation]] == Risk Management == <categorytree>Risk Management</categorytree> == By Category == <categorytree>CFA</categorytree> ---- == Tools == <categorytree>Formulas</categorytree> *[http://meta.wikimedia.org/wiki/Help:Formula Wiki Formula Help] *[[CFA Templates]] *[[Financial Templates|Financial Templates]] - Financial Templates ---- [[Category:CFA]] laycesa5xzfuc2a92he183n7z05kqi1 14 221 410 2008-05-06T15:57:34Z Greis>Michael 0 410 wikitext text/x-wiki {{PHG|CFA|CFA|||CFA}} ---- [[Category:CFA]] 4z0vp1dqh25bzviwqh0trk5r5p6piv7 411 410 2024-05-24T04:46:26Z Michael 1 1 revision imported 410 wikitext text/x-wiki {{PHG|CFA|CFA|||CFA}} ---- [[Category:CFA]] 4z0vp1dqh25bzviwqh0trk5r5p6piv7 14 222 412 2008-05-21T18:33:46Z Greis>Michael 0 412 wikitext text/x-wiki {{PHG|CFA||||CFA}} ---- [[Category:CFA]] q8ai4fdiwtds1exrz4zed87vzax39oh 413 412 2024-05-24T04:46:26Z Michael 1 1 revision imported 412 wikitext text/x-wiki {{PHG|CFA||||CFA}} ---- [[Category:CFA]] q8ai4fdiwtds1exrz4zed87vzax39oh 14 223 414 2008-05-29T18:02:53Z Greis>Michael 0 New page: {{PHG|CFA|CFA||||}} ---- [[Category:CFA]] 414 wikitext text/x-wiki {{PHG|CFA|CFA||||}} ---- [[Category:CFA]] 3pzq9k1jx47y9ht3kbo0db3s8ytjeeb 415 414 2024-05-24T04:46:26Z Michael 1 1 revision imported 414 wikitext text/x-wiki {{PHG|CFA|CFA||||}} ---- [[Category:CFA]] 3pzq9k1jx47y9ht3kbo0db3s8ytjeeb 0 224 416 2008-06-06T15:22:54Z Greis>Michael 0 416 wikitext text/x-wiki {{PHG|CFA|CFA|||CFA}} == Publication References == *[[Template:Fabozzi|Fabozzi]] == Formula References == *[[Template:Duration|Duration]] ---- [[Category:CFA]] lt015z3cnglau6u6iodbxfo5jkgapy8 417 416 2024-05-24T04:46:26Z Michael 1 1 revision imported 416 wikitext text/x-wiki {{PHG|CFA|CFA|||CFA}} == Publication References == *[[Template:Fabozzi|Fabozzi]] == Formula References == *[[Template:Duration|Duration]] ---- [[Category:CFA]] lt015z3cnglau6u6iodbxfo5jkgapy8 0 225 418 2008-06-19T21:35:14Z Greis>Michael 0 418 wikitext text/x-wiki {{PHG|CFA|CFA|||}} Industry Analysis according to Michael Porter's '''Five Forces''' model for analyzing industry structure and profitability. (Material from Business Analysis and Valuation, 2nd Ed, Palepu, Healey and Bernard) *Rivalry among existing firms *Threat of new entrants *Threat of substitute products *Bargaining power of buyers *Bargaining power of suppliers *First three represent actual & potential competition *I would add a sixth (regulatory/government/legal). (I think Porter considered and rejected that idea in a more recent analysis/update of his original model.) === Rivalry among existing firms === *Industry growth rate *Concentration and balance *Differentiation *Switching costs *Scale/learning economies *Fixed/variable costs *Excess capacity *Exit barriers === Threat of new entrants === *Economies of scale *First move advantage *Distribution access (channels) *Relationships *Legal barriers === Threat of substitute products === *Relative price and performance *Buyer's willingness to switch *(Technology discontinuity) === Bargaining power of buyers === *Switching costs *Differentiation *Importance of product for cost and quality *Number of buyers *Volume per buyer === Bargaining power of suppliers === *Switching costs *Differentiation *Importance of product for cost and quality *Number of suppliers *Volume per supplier == Competitive strategy analysis == Sources of competitive advantage based on strategy. Two basic choices: *Cost *Differentiation ---- [[Category:CFA]] cyrr9vk4yry01ccoem8ahwxydxyo43i 419 418 2024-05-24T04:46:26Z Michael 1 1 revision imported 418 wikitext text/x-wiki {{PHG|CFA|CFA|||}} Industry Analysis according to Michael Porter's '''Five Forces''' model for analyzing industry structure and profitability. (Material from Business Analysis and Valuation, 2nd Ed, Palepu, Healey and Bernard) *Rivalry among existing firms *Threat of new entrants *Threat of substitute products *Bargaining power of buyers *Bargaining power of suppliers *First three represent actual & potential competition *I would add a sixth (regulatory/government/legal). (I think Porter considered and rejected that idea in a more recent analysis/update of his original model.) === Rivalry among existing firms === *Industry growth rate *Concentration and balance *Differentiation *Switching costs *Scale/learning economies *Fixed/variable costs *Excess capacity *Exit barriers === Threat of new entrants === *Economies of scale *First move advantage *Distribution access (channels) *Relationships *Legal barriers === Threat of substitute products === *Relative price and performance *Buyer's willingness to switch *(Technology discontinuity) === Bargaining power of buyers === *Switching costs *Differentiation *Importance of product for cost and quality *Number of buyers *Volume per buyer === Bargaining power of suppliers === *Switching costs *Differentiation *Importance of product for cost and quality *Number of suppliers *Volume per supplier == Competitive strategy analysis == Sources of competitive advantage based on strategy. Two basic choices: *Cost *Differentiation ---- [[Category:CFA]] cyrr9vk4yry01ccoem8ahwxydxyo43i 14 226 420 2009-02-13T19:59:41Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:CFA]] 420 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] c8lqfewm4kjkrkhhzci93iege7i6b5d 421 420 2024-05-24T04:46:26Z Michael 1 1 revision imported 420 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] c8lqfewm4kjkrkhhzci93iege7i6b5d 14 227 422 2009-04-22T17:45:41Z Greis>Michael 0 New page: {{CatPageHeader}} [[Category:CFA]] 422 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] imvzh0c5scku1php92i025vj6gb3qv4 423 422 2024-05-24T04:46:26Z Michael 1 1 revision imported 422 wikitext text/x-wiki {{CatPageHeader}} [[Category:CFA]] imvzh0c5scku1php92i025vj6gb3qv4 14 228 424 2009-05-18T16:30:55Z Greis>Michael 0 New page: {{PHG|CFA||||CFA}} ---- [[Category:CFA]] 424 wikitext text/x-wiki {{PHG|CFA||||CFA}} ---- [[Category:CFA]] q8ai4fdiwtds1exrz4zed87vzax39oh 425 424 2024-05-24T04:46:26Z Michael 1 1 revision imported 424 wikitext text/x-wiki {{PHG|CFA||||CFA}} ---- [[Category:CFA]] q8ai4fdiwtds1exrz4zed87vzax39oh 0 229 426 2009-05-22T22:10:27Z Greis>Michael 0 426 wikitext text/x-wiki *[[Ethical and Professional Standards/Code of Ethics|Code of Ethics]] - CFA Institute Code of Ethics *[[Ethical and Professional Standards/Standards of Professional Conduct|Standards of Professional Conduct]] - CFA Institute Standards of Professional Conduct *[[Ethical and Professional Standards/Soft Dollar Standards|Soft Dollar Standards]] - CFA Institute Soft Dollar Standards *[[Ethical and Professional Standards/Research Objectivity Standards|Research Objectivity Standards]] - CFA Institute Research Objectivity Standards ---- [[Category:CFA]] [[Category:Level III]] [[Category:Level II]] fyhb2g0yunk9merzkfppoeptpgqicmm 427 426 2024-05-24T04:46:26Z Michael 1 1 revision imported 426 wikitext text/x-wiki *[[Ethical and Professional Standards/Code of Ethics|Code of Ethics]] - CFA Institute Code of Ethics *[[Ethical and Professional Standards/Standards of Professional Conduct|Standards of Professional Conduct]] - CFA Institute Standards of Professional Conduct *[[Ethical and Professional Standards/Soft Dollar Standards|Soft Dollar Standards]] - CFA Institute Soft Dollar Standards *[[Ethical and Professional Standards/Research Objectivity Standards|Research Objectivity Standards]] - CFA Institute Research Objectivity Standards ---- [[Category:CFA]] [[Category:Level III]] [[Category:Level II]] fyhb2g0yunk9merzkfppoeptpgqicmm 0 230 428 2009-05-26T15:09:34Z Greis>Michael 0 New page: Useful and/or often-used formulas for CFA and finance generally <categorytree>Formulas</categorytree> ---- [[Category:CFA]] 428 wikitext text/x-wiki Useful and/or often-used formulas for CFA and finance generally <categorytree>Formulas</categorytree> ---- [[Category:CFA]] t2t7xou8f4e56axrfavxvoxtc9cyso7 429 428 2024-05-24T04:46:26Z Michael 1 1 revision imported 428 wikitext text/x-wiki Useful and/or often-used formulas for CFA and finance generally <categorytree>Formulas</categorytree> ---- [[Category:CFA]] t2t7xou8f4e56axrfavxvoxtc9cyso7 0 231 430 2009-05-22T22:41:26Z Greis>Michael 0 430 wikitext text/x-wiki {{PHG|CFA#Portfolio Management|Portfolio Management|||CFA}} __NOTOC__ '''Prospect Theory''' - Framework for how people choose in the race of risk and uncertainty === Traditional versus Behavioral === *Risk Aversion -- Loss Aversion *Rational Expectations -- Biased Expectations *Asset Integration (Portfolio Management) -- Asset Segregation (Buckets) === Heuristic-Driven Bias === Heuristic learning is experience-based learning (trial and error) leading to rules of thumb "heuristics". Behavioral Finance has identified systematic errors (biases) associated with the devleopment of heuristics. <u>Example</u>: *A '''principle''' is ''availability'' - the degree to which information is readily available *The learned '''heuristic''' is judging a frequency of occurrence of something by the number of instances that come to mind *The '''bias''' may be a predisposition to recall things based on distortions in media coverage *The '''error''' is the incorrect judgement made (e.g. thinking homicide is a more common death than stroke Identified heuristic biases include: *'''Representativeness''' - Judgements based on stereotypes, on carrying forward what has been :''Gambler's Fallacy'' - e.g. after 5 heads, a tail is "due" *'''Overconfidence''' - e.g. poor 'calibration', setting overly narrow confidence intervals, being surprised more often. Asked to specify a guess with a range that they feel is 90% likely to include the correct answer, few people succeed *'''Anchoring''' - holding to original beliefs, conservatism *'''Aversion to ambiguity''' - e.g. sure $1,000 or 50/50 chance of $0 or $2000 :(MJG) - Isn't this also because E(r) is only $1,000 over many tries? Avoidance or a perceived loss? === Frame Dependence === How you frame the question.... *Loss Aversion - people do not like losses :*Kahneman & Tversky - impact of a loss is 2 1/2 times greater than a gain of same magnitued :*''Getting back to even'' in investing *Frame transparency and concurrent decisions - two probabilistically equivalent decisions cn be framed (stated) differently, leading people to choose inconsistently (an opaque frame) *Hedonic Editing - preferring some frames to others...organizing ''mental accounts'' :*Risk tolerance can be frame dependent - example is taking a risk averse choice when faced with a greater or smaller gain, but a risky choice when faced with a greater or smaller loss *'''Emotional and cognitive considerations''' - emotions have to be overruled by cognition, which is not always easy *Regret - pain of feeling bad in the case of a loss can cause you to act differently === Inefficient Markets === How behavioral finance effects can generate market inefficencies *Representativeness - being overly optimistic about past winners causes you to overvalue them; similarly you undervalue past losers. Eventually they correct *Conservatism - analysts don't readjust expectations following a positive (or negative) surprise, so the stocks continue to outperform (underperform) *Frame dependence :*Risk premium puzzle - historical premim of 7%. But investors faced with a choice of keeping current income, or facing a choice of double or a % loss :*Myopic loss aversion - looking at time frames that are too short - check your stocks less frequently. :*MJG - Why you feel worse when you check too often - Pain of loss 2.5x good feeling of gain, but markets move up and down a lot, especially over short intervals. If on average to go up a bit more than they go down, you will feel bad overall even though you may make money over the whole time period *Behavioral finance argues that heuristic biases and frame dependence can cause prices to be inefficient over a long period *Overconfidence - investors don't recognize they are at an informational disadvantage; they trade more frequently === Emotions in investing === *'''Hope''' and '''fear''' as primary emotions (rather than greed and fear *As move from planning to execution, :*hope -> anticipation -> pride ::Hope is top-down - how good can it get? - seeking upside potential :*fear -> anxiety -> regret ::*Fear is bottom-up - how bad can it get? - seeking security ==== Investing as a layered pyramid ==== *Bottom is security, as go higher, potential and aspiration ==== Regret ==== When something goes wrong (or when a potential gain is not realized): *Those who have someone to blame suffer least (the value of a financial advisor?) :*'''self-attribution bias''' - attribute success to your skill; failure to bad luck or someone else *Those who took a conventional choice (their typical choice) have minimal regret *Those who made a non-conventional (non-typical for them) have most regret === Individual investor biases === *Excessive optimism *Overconfidence *Discount value of diversification *reject risk/return tradeoff *home country bias === Decision Making in Defined Contribution Plans === Investors: *Bounded Rationality - Investors have limited time and intelligence; the heuristics they use may have biases *Bounded Self-Control - Investors may fail to do the right thing *Bounded Self-Interest - Investors don't always maximize self-interest *May not hae well-defined preferences, autonomy may not be worth much to them *May suffer '''myopic loss aversion''' - avoid short term losses even though the portfolio is a long-term one *Too much choice is paralyzing *Inertia *Tendency to put too much into company stock - (failure to diversify away employment risk; create concentrated employment risk Compensating through design of plans: *People who are "avoirders" are likely to respond to specific direction *Opt-out to counter investor apathy and inertia === Folly of Forecasting === Also See Taleb - The Black Swan *Overconfidence - people are surprised more often than they expect (not well-calibrated) :*Individuals asked to guess a range with 90% confidence to answer a question typically fail to make the range big enough :*Experts often display "illusion of knowledge" - consequently display a lot of overcofidence :*Most overconfident typically worst performers (David Dunning et al) :*Ego defense mechanisms - experts inability to admit error; don't revise beliefs in the face of evidence. Strategies (Tetlock) ::*"if only" - someone had done what expert suggested ::*"ceteris paribus" - something unexpected happened (black swan?) ::*"I was almost right" ::*"It hasn't happened yet, but will" ::*forecasting is flawed (?) Why use forecasts? - There's nothing else....anchoring on irrelevant (but apparently credible) information in the face of uncertainty === Alpha Hunters and Beta Grazers === *'''Acute inefficiencies''' - duration limited, uncertainties can be hedged, are arbitraged away *'''Chronic inefficiences''' - more ambiguous, harder to discern, less capable of being arbitraged away in a short period, longer term *Failure to analyze quality and execution of process :*Especially prevelant when results were good - so never sure whether how you really got the results :*MJG - Desire to affix blame (and clear oneself) reduces incentive and likelihood of finding out what went wrong when results are bad *Herding behavior - stay out of trouble if aren't far off everyone else *Seeking only confirming views *Bayesian Rigidity - refuse to alter views based on new information *Price-target revisionism :*Move in your favor as you predicted confirmation - go further :*Move against you - market wrong - dig in *Rebalancing behaviors :*Holders - effective reduces allocation in down market; increases concentration (and risk) in up :*Rebalancers - heuristic rebalancers :*Valuators - market is cheap (rich) and will continue (reverse) - can be momentum players or contrarians :*Shifters - funadmanetal change in allcation because of change in strategy ::*More likely by individuals ::*Institutions uided by '''policy portfolio''' - maintains discipline. :::*Downsides - can be arbitrarily constructed, too granular, held too ong *Rebalancing and market efficiency :*If you rebalance your allocation after a market move, you may no longer be efficient - if ther market is efficient, your original allocation is no longer efficient *Note on risk :*If risk measured against investment horizon, intermediate points could have different (wider) distribution. Should you trigger changes based on intermediate risk points? Perhaps. === Goals-Based Investing === How investors actually behave and what they believe is critical to investment advisers because: :Investors won't do what they don't believe in :Investors will judge advisers based on their beliefs ''Goals-Based investing reduces friction between advisor's rational investment principles and investor's perspective (formed by goals and psychological makeup)'' Investor behaviors can be characterized as: *Preferences (which should be accomodated) *Biases (which have to be controlled or compensated for) Preferences include: *In risk measurement - how investors perceive risk :'''Loss Aversion''' *In risk profiling :'''Decision Framing''' - how you set up the question :'''Mental Accounting''' - compartmentalizing risk and assets Biases include: :'''Overconfidence''' :'''Hindsight bias''' - believe you predicted something you didn't :'''Overreaction''' - the mind seeks patterns and wants causes, so sees patterns where none may exist and overreacts :'''Belief Perseverance''' - not changing belief even in the face of new evidence :'''Regret Avoidance''' - From Reading 20, ''Goals-Based Investing: Integrating Traditional and Behavioral Finance'' === Psychological Traps in Forecasting === *Anchoring - give disproportionate weight to first information *Status Quo - linear expectations, continue as it has gone *Confirming Evidence - give greater weight to evidence that supports your belief *Overconfidence *Prudence - Avoiding extreme forecasts, overcaution (fear for career) *Recallability - Overly influenced by events leaving strong memories - ''From Capital Market Forecasting'' ---- [[Category:Portfolio Management]] [[Category:Private Wealth Management]] [[Category:Level_III-Reading_07]] [[Category:Level_III-Reading_08]] [[Category:Level_III-Reading_09]] [[Category:Level_III-Reading_10]] [[Category:Level_III-Reading_11]] [[Category:Level_III-Reading_12]] [[Category:Level_III-Reading_14]] [[Category:Level III]] cwyfacjzikpo69r5kxp8okm4kwbpqmk 431 430 2024-05-24T04:49:45Z Michael 1 1 revision imported 430 wikitext text/x-wiki {{PHG|CFA#Portfolio Management|Portfolio Management|||CFA}} __NOTOC__ '''Prospect Theory''' - Framework for how people choose in the race of risk and uncertainty === Traditional versus Behavioral === *Risk Aversion -- Loss Aversion *Rational Expectations -- Biased Expectations *Asset Integration (Portfolio Management) -- Asset Segregation (Buckets) === Heuristic-Driven Bias === Heuristic learning is experience-based learning (trial and error) leading to rules of thumb "heuristics". Behavioral Finance has identified systematic errors (biases) associated with the devleopment of heuristics. <u>Example</u>: *A '''principle''' is ''availability'' - the degree to which information is readily available *The learned '''heuristic''' is judging a frequency of occurrence of something by the number of instances that come to mind *The '''bias''' may be a predisposition to recall things based on distortions in media coverage *The '''error''' is the incorrect judgement made (e.g. thinking homicide is a more common death than stroke Identified heuristic biases include: *'''Representativeness''' - Judgements based on stereotypes, on carrying forward what has been :''Gambler's Fallacy'' - e.g. after 5 heads, a tail is "due" *'''Overconfidence''' - e.g. poor 'calibration', setting overly narrow confidence intervals, being surprised more often. Asked to specify a guess with a range that they feel is 90% likely to include the correct answer, few people succeed *'''Anchoring''' - holding to original beliefs, conservatism *'''Aversion to ambiguity''' - e.g. sure $1,000 or 50/50 chance of $0 or $2000 :(MJG) - Isn't this also because E(r) is only $1,000 over many tries? Avoidance or a perceived loss? === Frame Dependence === How you frame the question.... *Loss Aversion - people do not like losses :*Kahneman & Tversky - impact of a loss is 2 1/2 times greater than a gain of same magnitued :*''Getting back to even'' in investing *Frame transparency and concurrent decisions - two probabilistically equivalent decisions cn be framed (stated) differently, leading people to choose inconsistently (an opaque frame) *Hedonic Editing - preferring some frames to others...organizing ''mental accounts'' :*Risk tolerance can be frame dependent - example is taking a risk averse choice when faced with a greater or smaller gain, but a risky choice when faced with a greater or smaller loss *'''Emotional and cognitive considerations''' - emotions have to be overruled by cognition, which is not always easy *Regret - pain of feeling bad in the case of a loss can cause you to act differently === Inefficient Markets === How behavioral finance effects can generate market inefficencies *Representativeness - being overly optimistic about past winners causes you to overvalue them; similarly you undervalue past losers. Eventually they correct *Conservatism - analysts don't readjust expectations following a positive (or negative) surprise, so the stocks continue to outperform (underperform) *Frame dependence :*Risk premium puzzle - historical premim of 7%. But investors faced with a choice of keeping current income, or facing a choice of double or a % loss :*Myopic loss aversion - looking at time frames that are too short - check your stocks less frequently. :*MJG - Why you feel worse when you check too often - Pain of loss 2.5x good feeling of gain, but markets move up and down a lot, especially over short intervals. If on average to go up a bit more than they go down, you will feel bad overall even though you may make money over the whole time period *Behavioral finance argues that heuristic biases and frame dependence can cause prices to be inefficient over a long period *Overconfidence - investors don't recognize they are at an informational disadvantage; they trade more frequently === Emotions in investing === *'''Hope''' and '''fear''' as primary emotions (rather than greed and fear *As move from planning to execution, :*hope -> anticipation -> pride ::Hope is top-down - how good can it get? - seeking upside potential :*fear -> anxiety -> regret ::*Fear is bottom-up - how bad can it get? - seeking security ==== Investing as a layered pyramid ==== *Bottom is security, as go higher, potential and aspiration ==== Regret ==== When something goes wrong (or when a potential gain is not realized): *Those who have someone to blame suffer least (the value of a financial advisor?) :*'''self-attribution bias''' - attribute success to your skill; failure to bad luck or someone else *Those who took a conventional choice (their typical choice) have minimal regret *Those who made a non-conventional (non-typical for them) have most regret === Individual investor biases === *Excessive optimism *Overconfidence *Discount value of diversification *reject risk/return tradeoff *home country bias === Decision Making in Defined Contribution Plans === Investors: *Bounded Rationality - Investors have limited time and intelligence; the heuristics they use may have biases *Bounded Self-Control - Investors may fail to do the right thing *Bounded Self-Interest - Investors don't always maximize self-interest *May not hae well-defined preferences, autonomy may not be worth much to them *May suffer '''myopic loss aversion''' - avoid short term losses even though the portfolio is a long-term one *Too much choice is paralyzing *Inertia *Tendency to put too much into company stock - (failure to diversify away employment risk; create concentrated employment risk Compensating through design of plans: *People who are "avoirders" are likely to respond to specific direction *Opt-out to counter investor apathy and inertia === Folly of Forecasting === Also See Taleb - The Black Swan *Overconfidence - people are surprised more often than they expect (not well-calibrated) :*Individuals asked to guess a range with 90% confidence to answer a question typically fail to make the range big enough :*Experts often display "illusion of knowledge" - consequently display a lot of overcofidence :*Most overconfident typically worst performers (David Dunning et al) :*Ego defense mechanisms - experts inability to admit error; don't revise beliefs in the face of evidence. Strategies (Tetlock) ::*"if only" - someone had done what expert suggested ::*"ceteris paribus" - something unexpected happened (black swan?) ::*"I was almost right" ::*"It hasn't happened yet, but will" ::*forecasting is flawed (?) Why use forecasts? - There's nothing else....anchoring on irrelevant (but apparently credible) information in the face of uncertainty === Alpha Hunters and Beta Grazers === *'''Acute inefficiencies''' - duration limited, uncertainties can be hedged, are arbitraged away *'''Chronic inefficiences''' - more ambiguous, harder to discern, less capable of being arbitraged away in a short period, longer term *Failure to analyze quality and execution of process :*Especially prevelant when results were good - so never sure whether how you really got the results :*MJG - Desire to affix blame (and clear oneself) reduces incentive and likelihood of finding out what went wrong when results are bad *Herding behavior - stay out of trouble if aren't far off everyone else *Seeking only confirming views *Bayesian Rigidity - refuse to alter views based on new information *Price-target revisionism :*Move in your favor as you predicted confirmation - go further :*Move against you - market wrong - dig in *Rebalancing behaviors :*Holders - effective reduces allocation in down market; increases concentration (and risk) in up :*Rebalancers - heuristic rebalancers :*Valuators - market is cheap (rich) and will continue (reverse) - can be momentum players or contrarians :*Shifters - funadmanetal change in allcation because of change in strategy ::*More likely by individuals ::*Institutions uided by '''policy portfolio''' - maintains discipline. :::*Downsides - can be arbitrarily constructed, too granular, held too ong *Rebalancing and market efficiency :*If you rebalance your allocation after a market move, you may no longer be efficient - if ther market is efficient, your original allocation is no longer efficient *Note on risk :*If risk measured against investment horizon, intermediate points could have different (wider) distribution. Should you trigger changes based on intermediate risk points? Perhaps. === Goals-Based Investing === How investors actually behave and what they believe is critical to investment advisers because: :Investors won't do what they don't believe in :Investors will judge advisers based on their beliefs ''Goals-Based investing reduces friction between advisor's rational investment principles and investor's perspective (formed by goals and psychological makeup)'' Investor behaviors can be characterized as: *Preferences (which should be accomodated) *Biases (which have to be controlled or compensated for) Preferences include: *In risk measurement - how investors perceive risk :'''Loss Aversion''' *In risk profiling :'''Decision Framing''' - how you set up the question :'''Mental Accounting''' - compartmentalizing risk and assets Biases include: :'''Overconfidence''' :'''Hindsight bias''' - believe you predicted something you didn't :'''Overreaction''' - the mind seeks patterns and wants causes, so sees patterns where none may exist and overreacts :'''Belief Perseverance''' - not changing belief even in the face of new evidence :'''Regret Avoidance''' - From Reading 20, ''Goals-Based Investing: Integrating Traditional and Behavioral Finance'' === Psychological Traps in Forecasting === *Anchoring - give disproportionate weight to first information *Status Quo - linear expectations, continue as it has gone *Confirming Evidence - give greater weight to evidence that supports your belief *Overconfidence *Prudence - Avoiding extreme forecasts, overcaution (fear for career) *Recallability - Overly influenced by events leaving strong memories - ''From Capital Market Forecasting'' ---- [[Category:Portfolio Management]] [[Category:Private Wealth Management]] [[Category:Level_III-Reading_07]] [[Category:Level_III-Reading_08]] [[Category:Level_III-Reading_09]] [[Category:Level_III-Reading_10]] [[Category:Level_III-Reading_11]] [[Category:Level_III-Reading_12]] [[Category:Level_III-Reading_14]] [[Category:Level III]] cwyfacjzikpo69r5kxp8okm4kwbpqmk 14 232 432 2009-02-20T16:19:16Z Greis>Michael 0 432 wikitext text/x-wiki [[Category:Level III|Reading 07]] nbgq4dlrv202h609nr7mptl34xob1l0 433 432 2024-05-24T04:49:45Z Michael 1 1 revision imported 432 wikitext text/x-wiki [[Category:Level III|Reading 07]] nbgq4dlrv202h609nr7mptl34xob1l0 14 233 434 2009-02-20T16:20:35Z Greis>Michael 0 434 wikitext text/x-wiki [[Category:Level III|Reading 08]] 45z5rp653sxzq7s6draly6erwnzm43r 435 434 2024-05-24T04:49:45Z Michael 1 1 revision imported 434 wikitext text/x-wiki [[Category:Level III|Reading 08]] 45z5rp653sxzq7s6draly6erwnzm43r 14 234 436 2009-02-20T16:20:54Z Greis>Michael 0 436 wikitext text/x-wiki [[Category:Level III|Reading 09]] 7fnegtd3sdnsg0601e2lqua2acyro2x 437 436 2024-05-24T04:49:45Z Michael 1 1 revision imported 436 wikitext text/x-wiki [[Category:Level III|Reading 09]] 7fnegtd3sdnsg0601e2lqua2acyro2x 14 235 438 2009-02-20T16:21:39Z Greis>Michael 0 New page: [[Category:Level_III|Reading 24]] 438 wikitext text/x-wiki [[Category:Level_III|Reading 24]] m7fritnjojmdx5sm2wgug4r0mxdkfep 439 438 2024-05-24T04:49:45Z Michael 1 1 revision imported 438 wikitext text/x-wiki [[Category:Level_III|Reading 24]] m7fritnjojmdx5sm2wgug4r0mxdkfep 0 236 440 2009-02-20T20:45:14Z Greis>Michael 0 440 wikitext text/x-wiki {{PHG|CFA|CFA|||CFA}} == Macrovaluation Analysis == == Microvaluation Analysis == Estimate the aggregate value of a stock market. Four techniques: *Present Value of cash flows approaches: :*Dividend Discount Model :*FCFE - Free Cash Flow to Equity *Relative Valuation ratio approaches: :*Earnings Multiplier :*Other Relative Valuation ratios === Dividend Discount Model === {{:DDM}} <big>Estimate '''k''' &asymp; Nominal risk-free rate + market risk premium</big> *For R_f: :*Zero-coupon - eliminate interest-rate risk :*Default-free - government issue :*Maturity close to investor's holding period ::<u>Example</u>:'''''10-year Treasury Note''''' *Risk Premium - several methods to estimate :*Historical data - Ibbotson series '''7.6%''' for 1926-2004 (geometric mean<ref name="GeoMean">The geometric mean is appropriate for multiple-year or long-term comparisons while the arithmetic mean is appropriate for a single-year projection. For the 1926-2004 time period, the arithmetic mean was 9.2%</ref>) :*Moving average of historical data - varies from 1% to 16% over this period :*Credit risk premium - estimate & adjust based on current %yield spread between AAA amd BBB bonds ::*Woolidge argues for lower number (2.5% versus 6%) in recent years because bond market has become more volatile :*'''6%''' is a commonly used v alue *May use a range for both NRFR and RP - create a matrix and select diagonals <big>Estimate Dividend growth rate '''g'''</big> *Simplifying assumption of constant ''payout ratio'' &rArr; growth in dividends parallels growth in earnings *Growth rate = retention rate ('''b''') x RoE :*Retention rate can be volatile as companies like to keep constant dividend payouts so retention rate varies with earnings :*However, '''55%''' is a reasonable long-term rate :*Calculate RoE using DuPont analysis ::*{{:Three-Stage DuPont Analysis}} <big>Calculate Value using DDM</big> === Free Cash Flow to Equity Model === Can use single-stage (constant growth) or two-stage (inital & terminal growth) model '''FCFE''' defined as: '''Net Income''' + Depreciation expense - CapEx - &Delta; in working capital - Debt repayments + New debt issues For the single stage model: <math>V_{equity} = \frac{FCFE_1}{k - g}</math> *'''Important:''' The (k-g) denominator is the simplified form of the standard present value analysis, where a series of cash flows is discounted by (1+k)ⁿ and the growth rate (and rate of return) are constant. :*In the multi-stage model, this simplification is used for calculating the terminal cash flow. For the multi-stage model, calculate using :*<math>\frac{FCFE_n}{(1+k)^n}</math> for each year of defined growth plus :*terminal value of <math>\frac{FCFE_T}{k - g_T}</math> where: ::*FCFE_T is FCFE in the last defined growth year times 1+g_T ::*'''k''' is the required return ::*'''g_T''' is the assumed terminal growth rate ==== Calculating the Market Expected Return ==== Given the '''dividend yield''' and a '''growth''' estimate, can calculate the market's expected return by '''re-arranging the DDM formula''': <math>k = \frac{D}{p} + g</math> === Earnings Multiplier === To estimate the aggregate price: *Estimate earnings per share for the aggregate stock market *Estimate a P/E ratio (probably a range because P/E is volatile) *Multiple estimated EPS by P/E to get price <u>Note</u>: Forward-looking P/E (future estimated earnings) preferred - lower and less volatile Estimate a P/E ratio <u>using the DDM</u> because it is a theoretically correct and reasonable assumption of the aggregate stock market. *Divide both sides of the DDM by earnings to get: :<math>P/E = \frac{D_1/E_1}{k-g}</math><ref>Technically E on left should be E₁, which would mean P/E for one year. Presumably you use a range for P/E because it does vary. See also [[Justified P/E - Gordon|Justified P/E]] from the Gordon Growth model for other uses.</ref> :where D₁/E₁ is the ''dividend payout ratio'' which also equal to 1 - retention rate ('''b''') :*Assumptions: constant growth indefinitely (from DDM), k and g are long-term rates :*Resulting P/E is ''very sensitive'' to changes in the parameters <u>Implications</u>: *Increasing dividend payout ratio (=reduced retention rate (b)) nominally increases P/E, but the effect is partially offset because the reduced retention rate reduces the growth rate *Evidence indicates that the dividend payment (usually stable) is the active decision, so the payout ratio will vary inversely with earnings and the retention ratio will vary positively with earnings *Secular trend of increasing retention of earnings - management perception of positive NPV investments and use of stock repurchase instead of dividends Estimate P/E by: *'''specific estimate''' using a range of values for D/E, k and g *'''direction of change''' by starting with current P/E and estimating effects of changes in D/E, k and g: :*dividend payout ratio based on earnings projections :*k through projected changes in risk-free rate, inflation and the market risk premium :*g through changes in retention rate and RoE *Rearranging the DDM :*<math>\frac{D_1}{P_1} = k - g</math> :estimates the spread between required return and growth as &asymp; the dividend yield : '''Risk Premium puzzles''' - behavior can be counter-intuitive :*When caluclated as moving 20 year average, it's higher when the market does well, lower when it does poorly === Other Relative Valuation Ratios === Most commonly used: *'''P/BV'''' - Price/Book Value *'''P/CF''' - Price/Cash Flow *'''P/S''' - Price/Sales As with P/E model, estimate a future BV, CF or sales and a projected future ratio<ref>But what's out there to do that?</ref> <u>Notes</u>: *For a current valuation, use current price; for historical, use average price over year *Future values preferred *P/CF often uses EBITDA (but that's pretty bogus) === Issues in Valuing World Markets === *General principles apply *Additional risks - '''exchange rate''' risk (can be hedged), '''political''' risk (can't be hedged) and '''accounting''' risk (different standards) :*Additional risks usually mean larger required return ('''k'''), which in some countries is offset by greater expected growth ('''g''') ---- References:<references/> [[Category:Level_III]] [[Category:Level_III-Reading_24]] [[Category:Portfolio Management]] [[Category:Economics]] [[Category:Equity Investments]] b6sxi7e1rlpu1zmmuaisen2r4fiw1g8 441 440 2024-05-24T04:49:46Z Michael 1 1 revision imported 440 wikitext text/x-wiki {{PHG|CFA|CFA|||CFA}} == Macrovaluation Analysis == == Microvaluation Analysis == Estimate the aggregate value of a stock market. Four techniques: *Present Value of cash flows approaches: :*Dividend Discount Model :*FCFE - Free Cash Flow to Equity *Relative Valuation ratio approaches: :*Earnings Multiplier :*Other Relative Valuation ratios === Dividend Discount Model === {{:DDM}} <big>Estimate '''k''' &asymp; Nominal risk-free rate + market risk premium</big> *For R_f: :*Zero-coupon - eliminate interest-rate risk :*Default-free - government issue :*Maturity close to investor's holding period ::<u>Example</u>:'''''10-year Treasury Note''''' *Risk Premium - several methods to estimate :*Historical data - Ibbotson series '''7.6%''' for 1926-2004 (geometric mean<ref name="GeoMean">The geometric mean is appropriate for multiple-year or long-term comparisons while the arithmetic mean is appropriate for a single-year projection. For the 1926-2004 time period, the arithmetic mean was 9.2%</ref>) :*Moving average of historical data - varies from 1% to 16% over this period :*Credit risk premium - estimate & adjust based on current %yield spread between AAA amd BBB bonds ::*Woolidge argues for lower number (2.5% versus 6%) in recent years because bond market has become more volatile :*'''6%''' is a commonly used v alue *May use a range for both NRFR and RP - create a matrix and select diagonals <big>Estimate Dividend growth rate '''g'''</big> *Simplifying assumption of constant ''payout ratio'' &rArr; growth in dividends parallels growth in earnings *Growth rate = retention rate ('''b''') x RoE :*Retention rate can be volatile as companies like to keep constant dividend payouts so retention rate varies with earnings :*However, '''55%''' is a reasonable long-term rate :*Calculate RoE using DuPont analysis ::*{{:Three-Stage DuPont Analysis}} <big>Calculate Value using DDM</big> === Free Cash Flow to Equity Model === Can use single-stage (constant growth) or two-stage (inital & terminal growth) model '''FCFE''' defined as: '''Net Income''' + Depreciation expense - CapEx - &Delta; in working capital - Debt repayments + New debt issues For the single stage model: <math>V_{equity} = \frac{FCFE_1}{k - g}</math> *'''Important:''' The (k-g) denominator is the simplified form of the standard present value analysis, where a series of cash flows is discounted by (1+k)ⁿ and the growth rate (and rate of return) are constant. :*In the multi-stage model, this simplification is used for calculating the terminal cash flow. For the multi-stage model, calculate using :*<math>\frac{FCFE_n}{(1+k)^n}</math> for each year of defined growth plus :*terminal value of <math>\frac{FCFE_T}{k - g_T}</math> where: ::*FCFE_T is FCFE in the last defined growth year times 1+g_T ::*'''k''' is the required return ::*'''g_T''' is the assumed terminal growth rate ==== Calculating the Market Expected Return ==== Given the '''dividend yield''' and a '''growth''' estimate, can calculate the market's expected return by '''re-arranging the DDM formula''': <math>k = \frac{D}{p} + g</math> === Earnings Multiplier === To estimate the aggregate price: *Estimate earnings per share for the aggregate stock market *Estimate a P/E ratio (probably a range because P/E is volatile) *Multiple estimated EPS by P/E to get price <u>Note</u>: Forward-looking P/E (future estimated earnings) preferred - lower and less volatile Estimate a P/E ratio <u>using the DDM</u> because it is a theoretically correct and reasonable assumption of the aggregate stock market. *Divide both sides of the DDM by earnings to get: :<math>P/E = \frac{D_1/E_1}{k-g}</math><ref>Technically E on left should be E₁, which would mean P/E for one year. Presumably you use a range for P/E because it does vary. See also [[Justified P/E - Gordon|Justified P/E]] from the Gordon Growth model for other uses.</ref> :where D₁/E₁ is the ''dividend payout ratio'' which also equal to 1 - retention rate ('''b''') :*Assumptions: constant growth indefinitely (from DDM), k and g are long-term rates :*Resulting P/E is ''very sensitive'' to changes in the parameters <u>Implications</u>: *Increasing dividend payout ratio (=reduced retention rate (b)) nominally increases P/E, but the effect is partially offset because the reduced retention rate reduces the growth rate *Evidence indicates that the dividend payment (usually stable) is the active decision, so the payout ratio will vary inversely with earnings and the retention ratio will vary positively with earnings *Secular trend of increasing retention of earnings - management perception of positive NPV investments and use of stock repurchase instead of dividends Estimate P/E by: *'''specific estimate''' using a range of values for D/E, k and g *'''direction of change''' by starting with current P/E and estimating effects of changes in D/E, k and g: :*dividend payout ratio based on earnings projections :*k through projected changes in risk-free rate, inflation and the market risk premium :*g through changes in retention rate and RoE *Rearranging the DDM :*<math>\frac{D_1}{P_1} = k - g</math> :estimates the spread between required return and growth as &asymp; the dividend yield : '''Risk Premium puzzles''' - behavior can be counter-intuitive :*When caluclated as moving 20 year average, it's higher when the market does well, lower when it does poorly === Other Relative Valuation Ratios === Most commonly used: *'''P/BV'''' - Price/Book Value *'''P/CF''' - Price/Cash Flow *'''P/S''' - Price/Sales As with P/E model, estimate a future BV, CF or sales and a projected future ratio<ref>But what's out there to do that?</ref> <u>Notes</u>: *For a current valuation, use current price; for historical, use average price over year *Future values preferred *P/CF often uses EBITDA (but that's pretty bogus) === Issues in Valuing World Markets === *General principles apply *Additional risks - '''exchange rate''' risk (can be hedged), '''political''' risk (can't be hedged) and '''accounting''' risk (different standards) :*Additional risks usually mean larger required return ('''k'''), which in some countries is offset by greater expected growth ('''g''') ---- References:<references/> [[Category:Level_III]] [[Category:Level_III-Reading_24]] [[Category:Portfolio Management]] [[Category:Economics]] [[Category:Equity Investments]] b6sxi7e1rlpu1zmmuaisen2r4fiw1g8 14 237 442 2009-02-20T21:26:06Z Greis>Michael 0 New page: [[Category:Level III|Reading 10]] 442 wikitext text/x-wiki [[Category:Level III|Reading 10]] 7g4vfn5idtrbgi5hbnw3mlv3cfdfh97 443 442 2024-05-24T04:49:46Z Michael 1 1 revision imported 442 wikitext text/x-wiki [[Category:Level III|Reading 10]] 7g4vfn5idtrbgi5hbnw3mlv3cfdfh97 14 238 444 2009-02-20T21:26:35Z Greis>Michael 0 New page: [[Category:Level III|Reading 11]] 444 wikitext text/x-wiki [[Category:Level III|Reading 11]] bjl33c8nrp8t38mzuqgb2ynlahz9kpz 445 444 2024-05-24T04:49:46Z Michael 1 1 revision imported 444 wikitext text/x-wiki [[Category:Level III|Reading 11]] bjl33c8nrp8t38mzuqgb2ynlahz9kpz 14 239 446 2009-02-20T21:26:47Z Greis>Michael 0 New page: [[Category:Level III|Reading 12]] 446 wikitext text/x-wiki [[Category:Level III|Reading 12]] ktwl5xo9fg1wtc4xtl6gb45n1zt9xaw 447 446 2024-05-24T04:49:46Z Michael 1 1 revision imported 446 wikitext text/x-wiki [[Category:Level III|Reading 12]] ktwl5xo9fg1wtc4xtl6gb45n1zt9xaw 14 240 448 2009-02-20T21:26:59Z Greis>Michael 0 New page: [[Category:Level III|Reading 14]] 448 wikitext text/x-wiki [[Category:Level III|Reading 14]] hvfod47sprvarmjmfzh74ifgkx2esj7 449 448 2024-05-24T04:49:46Z Michael 1 1 revision imported 448 wikitext text/x-wiki [[Category:Level III|Reading 14]] hvfod47sprvarmjmfzh74ifgkx2esj7 0 241 450 2009-06-02T15:19:07Z Greis>Michael 0 /* Risk-adjusted performance measurements */ 450 wikitext text/x-wiki {{PHG|CFA|CFA|CFA#Portfolio Management|Portfolio Management|CFA}} *[[Evaluating Portfolio Performance/Performance Attribution|Performance Attribution]] For a <u>'''Fund Sponsor'''</u>, '''Investment Policy''' is a combination of philosophy (mission, objectives, risk tolerance) and planning (goals and how to achieve them). '''Performance Evaluation''' is a feedback and control mechanism. For an <u>'''Investment Manager'''</u>, '''Performance Evaluation''' is also a way to evaluate the effectiveness of their prccesses. *'''Performance Measurement''' - What was the account's performance? *'''Performance Attribution''' - What produced that performance? Sources or performance relative to a benchmark *'''Performance Appraisal''' - Was performance due to luck or skill? Evaluate magnitude and consistency of performance === Performance Measurement === *Rate of return is now understood to be '''total''' rate of return - income plus capital appreciation *In the absence of external flows (additions and withdrawals), period performance is straightforward: <br> <math>\mbox{return} = \frac{MV_1 - MV_0}{MV_0} \quad \mbox{or} \quad \frac{MV_1}{MV_0}-1 </math> *Easy adjustments for flows at beginning or end of period *Intra-period flows demand different methods ==== Time-Weighted Rate of Return ==== *Calculate individual rates of return for periods between cash flows *'''Chain-link''' them by multiplying them <math>(1 + rate_1)(1 + rate_2)\dots </math> *Not an annual rate (unless the sub-periods att to a year) *Can check by converting each period return to a daily return, then chain-linking daily returns ==== Money-Weighted Rate of Return ==== *Effectively an IRR, solving for the stream of cash flows in the account *<math>MV_1 = MV_0(1+R)^m + CF_1(1+R)^{m-L(1)} + \dots + CF_n(1+R)^{m-L(n)} </math> :where: ::''m'' is number of time units in evaluation period ::''CF'' are cash flows ::''L(i)'' number of time units from beginning of period *Requires trial and error (by hand or spreadsheet) ==== TWR versus MWR ==== *MWR measure average growth of all money; TWR measure growth of a single unit of money *MWR sensitive to size and timing of cash flows, TWR not *Generally similar values, though MWR more sensitive to large fluctuations in flows and performance *TWR is more useful measure of manager performance since it is unaffected by cash flows ::Except when manager has control over timing of cash flows - "opportunistic" (e.g. private equity) ==== Linked IRR ==== *TWR demands daily valuation to permit calculation of individual rates *Alternative - more frequent MWR calcluations, linked as for TWR *Studies estimate results within 4 bp of TWR-calculated values ==== Annualized Return ==== *Chain link period returns and raise to 1/N power (where N is the number of years of returns) *Not advised for periods < 1 year ==== Data Quality ==== *Stale data can canuse quality problems for less liquid holdings *'''Matrix''' pricing - estimate prices for illiquid assets from dealer quotes on similar assets === Benchmarks === *Performance = Market Index + Style + Active Contribution or <math> P = M + \overbrace {B - M}^{Style} + \overbrace {P - B}^{Active Contribution} </math> :where style = benchmark - market index :and Active Contribution = Performance - Benchmark *These variables can be either '''rates of return''' or '''weights of securities in a portfolio'''. A valid benchmark is: *Unambiguous - identities and weights of securities and factor is clear *Investible *Measurable *Appropriate - consistent with what the manager is doing *Reflective of current investment opinions - manager can apply knowledge on items in the benchmark *Specified in advance *Owned - embedded in investment process ==== Types of Benchmarks ==== Most benchmarks in common use fail some of the tests: *'''Absolute return''' - not investible *'''Manager universe''' - can't specify in advance, not investible, not unambiguous, may not be appropriate, but is measurable. Affected by survivor bias. Good for consultants. *'''Broad market indexes''' - appropriate for general/core holdings, but tend to be inappropriate for more specialized portfolios *'''Style indexes''' - some ambiguity in definition :*Equity examples - large cap growth, mid-cap value :*Fixed income examples - by type of issuer, duration, quality *'''Factor-model based''' - Factors affecting security performance, estimated by regression. Can be ambiguous (multiple sets of factors produce similar results), not intuitive, hard to use :*one-factor = market model w/"beta"<ref>Market model resembles CAPM, but CAPM is an equilibrium mdoel of asset pricing. Under certain assumptions, investors will act to create a relationship between a security and the market portfolio specified by beta.</ref> ::*Can evaluate a "normal" beta for a portfolio :*multi-factor model ::*Can evaluate a normal portfolio based on past performance *'''Returns-based'''- Using actual manager performance results, "solve" for style factors - combine specified style benchmarks in percentages to equal actual performance. Meets most criteria (but seems circular). May be hard to invest in. Holdings may not be acceptable. *'''Custom security-based''' benchmark - specific weighting applied to manager's investment universe. Best meets benchmark criteria, but expensive and not very transparent *'''Asset-Liability''' Management - (e.g. Pension Funds) meet obligations (liabilities). <small>Can theoretically build benchmark by constructing financial asset held short from liabilities</small> ==== Tests of benchmark quality ==== *Minimal systematic bias - e.g. shouldn't depend on whether manager's style is doing well or not :*Can regress portfolio against benchmark - beta (excluding cash holdings) should = 1 :*Should have zero correlation between performance (A = P - B) and Style (S = B - M) :*Should have positive correlation between performance against market (P - M) and style (B - M) *Tracking error - volatility of manager's return versus benchmark (A = P - B). Should be less than volatility against market indexes (P - M). *Risk characteristics - should be exposed to similar risks as portfolio. Manager is attempting to outperform and will bet against benchmark. But there should be no systematic bias - positive or negative. *Coverage - % of account securities also in benchmark / securities in benchmark *Positive Active Positions - securities held in higher proportion than the benchmark === Hedge Funds and Benchmarks === *Ability to hold short positions causes problems for calculating return - Market Value can be at or close to zero, creating absurdly large values for returns *(See 2008 Volume 6 p. 32 for a theoretical construct) *Vagueness of definition also causes problems - some funds could use traditional benchmarks; others (macro funds w/changing long/short positions in a variety of asset classes) may not have any constructable benchmark *'''Sharpe ratio''' often used - but problematic :*Compared to other funds - same problems as "manager universe" bendhmarks :*Uses standard deviation - dubious because of optionality (skewness) of many funds (plus problems of measurement of stdev) === Peformance Appraisal === *Provide quantitative evidence of manager skill (or lack thereof) *Skill is demonstrated by consistently beating appropriate benchmark *Skill should be determined by the magnitude of outperformance relative to the volatility of performamce *Measurements of risk - market risk (beta) and total risk (standard deviation) === Risk-adjusted performance measurements === ''Ex ante'' - CAPM is a predictor of expected return and defines the security market line (SML) :*<math>E(R_p) = r_f + \beta_p[E(R_m) - r_f]\,</math> ''Ex post'' - Plug in results for <math>R_p, R_M, r_f</math>, can rearrange and regress to estimate the ex-post alpha (outperformance) and beta *'''Jensen's Alpha''' (ex post alpha) :*Based on SML and CAPM. CAPM predicts returns (ex ante), alpha judges them (ex post) :<math>R_p - r_f = \alpha + \beta(R_m - r_f) + \epsilon \!</math> :Can expand to include other factors (firm size, etc.) *'''Treynor ratio''' - reward to volatility; excess return to nondiversifiable risk :Benchmark actual becomes slope of ex post SML. Greater slope for portfolio indicates outperformance :<math>T_p = \frac{\bar R_p - \bar r_f}{\hat \beta_p} \!</math> *'''Sharpe ratio''' - reward to variability :Compares results to '''total''' risk (as opposed to systematic risk for Jensen and Treynor :Based on ex post Capital Market Line (CML) :<math>S_p = \frac{\bar R_p - \bar r_f}{\hat \sigma_p}\!</math> *'''<math>M^2</math>''' :*Uses standard deviation and exp post CML :*Measures expected return if portfolio had taken on same total risk as market index :*Scales excess return by ratio of market index to portfolio &sigma; :*Results will be similar to Sharpe :<math>M^2_p = \bar r_f + \left( \frac{\bar R_p - \bar r_f}{\hat \sigma_p} \right) \hat \sigma_m \!</math> *Sharpe/M2 can come to different conclusion than Jensen/Treynor when manager '''takes on significant unsystematic risk relative to systematic risk''' *Sharpe assumes account funded by borrowing at (shorting) the risk-free rate (asset) *'''Information Ratio''' - Active return (numerator) to active risk (denominator) :<math>IR_p = \frac{\bar R_p - \bar R_b}{\hat \sigma_{p-b}} \!</math> :*where <math>\hat \sigma_{p-b}</math> is standard deviation of '''difference''' of returns, the tracking risk :*measures reward for deviating from benchmark :*reward for incremental risk taken on ==== Criticisms ==== *General CAPM criticisms - reliance on single-factor model - returns may be affected other factors, *Problems with using surrogates (e.g. S&P 500) for market index *Parameter stability over time - cost of replicating and maintaining the benchmark reduces actual returns of benchmark strategy ==== Quality Control Charts ==== *Present performance appraisal data in an understandable fashion *Show outperformance line (performance differing from benchmark) between confidence bands *Assesses performance over a longer period - cumulative annual returns *Convert <math>\sigma</math> to cover cumulative annual returns - '''decreases to''' <math> 1/\sqrt{t}</math> Assumptions: *Null hypothesis is no investment skill - E(r) = 0 *Returns over time are independent and unbiased (around 0) *Investment process does not change over appraisal period === Type I and II Errors === *Type I - Reject null hypothesis when it is correct :*Results in keeping (or hiring) managers with no skill *Type II - Do not reject null hypothesis when it is incorrect :*Results in firing (or not hiring) managers with skill *Using a '''finer''' filter - '''Widening''' the confidence band (e.g. from '''90%''' to '''95%''') - will '''reduce''' Type I''' errors at the cost of '''increasing''' Type II errors. ---- References:<references/> [[Category:Level_III]] [[Category:Level_III-Reading_48]] [[Category:Portfolio Management]] k3s33c93c2v553e4usnum1sxjz4wlkr 451 450 2024-05-24T04:49:47Z Michael 1 1 revision imported 450 wikitext text/x-wiki {{PHG|CFA|CFA|CFA#Portfolio Management|Portfolio Management|CFA}} *[[Evaluating Portfolio Performance/Performance Attribution|Performance Attribution]] For a <u>'''Fund Sponsor'''</u>, '''Investment Policy''' is a combination of philosophy (mission, objectives, risk tolerance) and planning (goals and how to achieve them). '''Performance Evaluation''' is a feedback and control mechanism. For an <u>'''Investment Manager'''</u>, '''Performance Evaluation''' is also a way to evaluate the effectiveness of their prccesses. *'''Performance Measurement''' - What was the account's performance? *'''Performance Attribution''' - What produced that performance? Sources or performance relative to a benchmark *'''Performance Appraisal''' - Was performance due to luck or skill? Evaluate magnitude and consistency of performance === Performance Measurement === *Rate of return is now understood to be '''total''' rate of return - income plus capital appreciation *In the absence of external flows (additions and withdrawals), period performance is straightforward: <br> <math>\mbox{return} = \frac{MV_1 - MV_0}{MV_0} \quad \mbox{or} \quad \frac{MV_1}{MV_0}-1 </math> *Easy adjustments for flows at beginning or end of period *Intra-period flows demand different methods ==== Time-Weighted Rate of Return ==== *Calculate individual rates of return for periods between cash flows *'''Chain-link''' them by multiplying them <math>(1 + rate_1)(1 + rate_2)\dots </math> *Not an annual rate (unless the sub-periods att to a year) *Can check by converting each period return to a daily return, then chain-linking daily returns ==== Money-Weighted Rate of Return ==== *Effectively an IRR, solving for the stream of cash flows in the account *<math>MV_1 = MV_0(1+R)^m + CF_1(1+R)^{m-L(1)} + \dots + CF_n(1+R)^{m-L(n)} </math> :where: ::''m'' is number of time units in evaluation period ::''CF'' are cash flows ::''L(i)'' number of time units from beginning of period *Requires trial and error (by hand or spreadsheet) ==== TWR versus MWR ==== *MWR measure average growth of all money; TWR measure growth of a single unit of money *MWR sensitive to size and timing of cash flows, TWR not *Generally similar values, though MWR more sensitive to large fluctuations in flows and performance *TWR is more useful measure of manager performance since it is unaffected by cash flows ::Except when manager has control over timing of cash flows - "opportunistic" (e.g. private equity) ==== Linked IRR ==== *TWR demands daily valuation to permit calculation of individual rates *Alternative - more frequent MWR calcluations, linked as for TWR *Studies estimate results within 4 bp of TWR-calculated values ==== Annualized Return ==== *Chain link period returns and raise to 1/N power (where N is the number of years of returns) *Not advised for periods < 1 year ==== Data Quality ==== *Stale data can canuse quality problems for less liquid holdings *'''Matrix''' pricing - estimate prices for illiquid assets from dealer quotes on similar assets === Benchmarks === *Performance = Market Index + Style + Active Contribution or <math> P = M + \overbrace {B - M}^{Style} + \overbrace {P - B}^{Active Contribution} </math> :where style = benchmark - market index :and Active Contribution = Performance - Benchmark *These variables can be either '''rates of return''' or '''weights of securities in a portfolio'''. A valid benchmark is: *Unambiguous - identities and weights of securities and factor is clear *Investible *Measurable *Appropriate - consistent with what the manager is doing *Reflective of current investment opinions - manager can apply knowledge on items in the benchmark *Specified in advance *Owned - embedded in investment process ==== Types of Benchmarks ==== Most benchmarks in common use fail some of the tests: *'''Absolute return''' - not investible *'''Manager universe''' - can't specify in advance, not investible, not unambiguous, may not be appropriate, but is measurable. Affected by survivor bias. Good for consultants. *'''Broad market indexes''' - appropriate for general/core holdings, but tend to be inappropriate for more specialized portfolios *'''Style indexes''' - some ambiguity in definition :*Equity examples - large cap growth, mid-cap value :*Fixed income examples - by type of issuer, duration, quality *'''Factor-model based''' - Factors affecting security performance, estimated by regression. Can be ambiguous (multiple sets of factors produce similar results), not intuitive, hard to use :*one-factor = market model w/"beta"<ref>Market model resembles CAPM, but CAPM is an equilibrium mdoel of asset pricing. Under certain assumptions, investors will act to create a relationship between a security and the market portfolio specified by beta.</ref> ::*Can evaluate a "normal" beta for a portfolio :*multi-factor model ::*Can evaluate a normal portfolio based on past performance *'''Returns-based'''- Using actual manager performance results, "solve" for style factors - combine specified style benchmarks in percentages to equal actual performance. Meets most criteria (but seems circular). May be hard to invest in. Holdings may not be acceptable. *'''Custom security-based''' benchmark - specific weighting applied to manager's investment universe. Best meets benchmark criteria, but expensive and not very transparent *'''Asset-Liability''' Management - (e.g. Pension Funds) meet obligations (liabilities). <small>Can theoretically build benchmark by constructing financial asset held short from liabilities</small> ==== Tests of benchmark quality ==== *Minimal systematic bias - e.g. shouldn't depend on whether manager's style is doing well or not :*Can regress portfolio against benchmark - beta (excluding cash holdings) should = 1 :*Should have zero correlation between performance (A = P - B) and Style (S = B - M) :*Should have positive correlation between performance against market (P - M) and style (B - M) *Tracking error - volatility of manager's return versus benchmark (A = P - B). Should be less than volatility against market indexes (P - M). *Risk characteristics - should be exposed to similar risks as portfolio. Manager is attempting to outperform and will bet against benchmark. But there should be no systematic bias - positive or negative. *Coverage - % of account securities also in benchmark / securities in benchmark *Positive Active Positions - securities held in higher proportion than the benchmark === Hedge Funds and Benchmarks === *Ability to hold short positions causes problems for calculating return - Market Value can be at or close to zero, creating absurdly large values for returns *(See 2008 Volume 6 p. 32 for a theoretical construct) *Vagueness of definition also causes problems - some funds could use traditional benchmarks; others (macro funds w/changing long/short positions in a variety of asset classes) may not have any constructable benchmark *'''Sharpe ratio''' often used - but problematic :*Compared to other funds - same problems as "manager universe" bendhmarks :*Uses standard deviation - dubious because of optionality (skewness) of many funds (plus problems of measurement of stdev) === Peformance Appraisal === *Provide quantitative evidence of manager skill (or lack thereof) *Skill is demonstrated by consistently beating appropriate benchmark *Skill should be determined by the magnitude of outperformance relative to the volatility of performamce *Measurements of risk - market risk (beta) and total risk (standard deviation) === Risk-adjusted performance measurements === ''Ex ante'' - CAPM is a predictor of expected return and defines the security market line (SML) :*<math>E(R_p) = r_f + \beta_p[E(R_m) - r_f]\,</math> ''Ex post'' - Plug in results for <math>R_p, R_M, r_f</math>, can rearrange and regress to estimate the ex-post alpha (outperformance) and beta *'''Jensen's Alpha''' (ex post alpha) :*Based on SML and CAPM. CAPM predicts returns (ex ante), alpha judges them (ex post) :<math>R_p - r_f = \alpha + \beta(R_m - r_f) + \epsilon \!</math> :Can expand to include other factors (firm size, etc.) *'''Treynor ratio''' - reward to volatility; excess return to nondiversifiable risk :Benchmark actual becomes slope of ex post SML. Greater slope for portfolio indicates outperformance :<math>T_p = \frac{\bar R_p - \bar r_f}{\hat \beta_p} \!</math> *'''Sharpe ratio''' - reward to variability :Compares results to '''total''' risk (as opposed to systematic risk for Jensen and Treynor :Based on ex post Capital Market Line (CML) :<math>S_p = \frac{\bar R_p - \bar r_f}{\hat \sigma_p}\!</math> *'''<math>M^2</math>''' :*Uses standard deviation and exp post CML :*Measures expected return if portfolio had taken on same total risk as market index :*Scales excess return by ratio of market index to portfolio &sigma; :*Results will be similar to Sharpe :<math>M^2_p = \bar r_f + \left( \frac{\bar R_p - \bar r_f}{\hat \sigma_p} \right) \hat \sigma_m \!</math> *Sharpe/M2 can come to different conclusion than Jensen/Treynor when manager '''takes on significant unsystematic risk relative to systematic risk''' *Sharpe assumes account funded by borrowing at (shorting) the risk-free rate (asset) *'''Information Ratio''' - Active return (numerator) to active risk (denominator) :<math>IR_p = \frac{\bar R_p - \bar R_b}{\hat \sigma_{p-b}} \!</math> :*where <math>\hat \sigma_{p-b}</math> is standard deviation of '''difference''' of returns, the tracking risk :*measures reward for deviating from benchmark :*reward for incremental risk taken on ==== Criticisms ==== *General CAPM criticisms - reliance on single-factor model - returns may be affected other factors, *Problems with using surrogates (e.g. S&P 500) for market index *Parameter stability over time - cost of replicating and maintaining the benchmark reduces actual returns of benchmark strategy ==== Quality Control Charts ==== *Present performance appraisal data in an understandable fashion *Show outperformance line (performance differing from benchmark) between confidence bands *Assesses performance over a longer period - cumulative annual returns *Convert <math>\sigma</math> to cover cumulative annual returns - '''decreases to''' <math> 1/\sqrt{t}</math> Assumptions: *Null hypothesis is no investment skill - E(r) = 0 *Returns over time are independent and unbiased (around 0) *Investment process does not change over appraisal period === Type I and II Errors === *Type I - Reject null hypothesis when it is correct :*Results in keeping (or hiring) managers with no skill *Type II - Do not reject null hypothesis when it is incorrect :*Results in firing (or not hiring) managers with skill *Using a '''finer''' filter - '''Widening''' the confidence band (e.g. from '''90%''' to '''95%''') - will '''reduce''' Type I''' errors at the cost of '''increasing''' Type II errors. ---- References:<references/> [[Category:Level_III]] [[Category:Level_III-Reading_48]] [[Category:Portfolio Management]] k3s33c93c2v553e4usnum1sxjz4wlkr 0 242 452 2009-04-03T18:31:06Z Greis>Michael 0 452 wikitext text/x-wiki {{PHG|CFA|CFA|CFA#Portfolio Management|Portfolio Management|CFA}} __NOTOC__ For each segment '''j''': *<big>Calculate return in '''local''' currency</big> - <math>r_j = \frac{V^t_j - V^t_{j-1} + D^t_j}{V^{t-1}_j}</math><ref name="convbase">'''S''' is a direct exchange rate - units '''HC''' / 1 unit ''''FC'''.<br>Note: As home currency '''appreciates''', direct rate '''decreases'''.</ref> :For fixed income, substitute '''price''' + '''accrued interest''' for value *<big>Convert to '''home''' currency</big> - <math>r_j = \frac{V^t_jS^t_j - V^{t-1}_jS^{t-1}_j + D^t_jS^t_j}{V^{t-1}_jS^{t-1}_j}</math> Alternately: :<math>r_{j0} = p_j + d_j + s_j(1 + p_j + d_j)\,\!</math> <ref name="convbase"/> :::'''or''' :<math>r_{j} = p_j + d_j + c_j\,\!</math><ref name="graphrep">See also Exhibit 2 on p.84 of Volume 6, 2008 for graphical representation</ref> where '''j''' is a segment and '''j0''' is that segment measured in the home currency. . === Total Return Decomposition === Three sources of return: *Capital Gain (in local currency) *Yield *Currency From above segment returns, total return decomposition is :<math>\sum w_j p_j + \sum w_j d_j + \sum w_j c_j\,\!</math> === Performance Attribution === ==== Security Selection ==== *Index return is usually price-only, so a segment return is :<math>r_{j0} = I_j + (p_j - I_j) + d_j + c_j \,\!</math> *which are, respectively: :*market return :*security selection contribution :*yield :*currency ==== Asset Allocation ==== Measure performance relative to a global benchmark I^* Additional notation: :Index return in home currency <math>I_{j0} = I_j + C_j\,\!</math> :Currency component <math>C_j = s_j(1 + I_j)\,\!</math> :Weight of market j in benchmark is <math>w^*_j\,\!</math> :Return on Index in home currency <math>I^* = \sum w^*_j I_{j0} \,\!</math> Total return decomposition now is: :<math>r = \sum w^*_j I_{j0} + \sum (w_j - w^*_j)I_j + \sum(w_jc_j -w^*_jC_j) + \sum w_jd_j + \sum w_j(p_j - I_j)</math> :where the terms are, respectively: :*International benchmark return :*Market Allocation contribution :*Currency Allocation contribution :*Yield contribution :*Security Selection contribution '''NB:''' - The text provides currency contributions for the indices - can't see how they're derived. This allocates the managers performances to the following factors: :*Asset allocation different from the index (over/under weight markets) :*Currency allocation different from the index (over/underweight countries) :*Security selection '''Notes:''' *These formulas (linear approximations) cannot be used if cash moves between segments in a period. *They also do not apply to multi-period analysis === Currency Management === To hedge a portfolio against currency risk, '''sell forward''' foreign currencies. This fixes the exchange rate at the current value and gives you the right to (effectively) turn the foreign portion of your portfolio into the home currency at the end of the period. *Foreign currency "forward purchase": :*Long foreign cash ('''receive''' foreign interest rate) :*Short domestic cash ('''pay''' domestic interest rate) *Linear approximation of currency component (percentage-based) :<math>c^f_j = s_j + R_j - R_0 \,\!</math> *With that, return becomes <math> r = \sum w_j p_j \sum w_j d_j + \sum s_j c_j - \sum w^f_j c^f_j </math> === Risk === *'''Absolute risk''' - Standard Deviation of returns over time :<math>\sigma_p = \sqrt {\frac{1}{T-1}\sum_{t=1}^T (r_t - \bar r)^2}</math> *'''Relative risk''' - Tracking error - deviation of returns in excess of benchmark :<math>\sigma_{er} = \sqrt {\frac{1}{T-1}\sum_{t=1}^T (er_t - \bar er)^2}</math> ::where er = r - I *Risk-adjusted performance - typically uses Sharpe ratio :*Can only use this for the entire (global) portfolio since foreign assets are presumably being used to diversify domestic assets in the portfoio :*Jensen and Treynor ratios especially problematic because of difficulty in defining a world market portfolio *Information ratio for risk relative to benchmark '''NB''': Annualize monthly returns - multiply by <math>\sqrt{12}</math> === Sources of Bias in Return and Risk === *Infrequently traded assets - return smoothing *Option-like investment strategies - may violate assumed normal distribution of returns (tails) *Survivor bias - risk & return === Global Benchmarks === *Manager peer group comparisons - less common and not as useful for the usual reasons *Benchmarks - international benchmarks are challenging to create - many variables :*Industry may be more important than country ---- References:<references/> [[Category:Level_III]] [[Category:Level_III-Reading_49]] [[Category:Portfolio Management]] [[Category:Global Investing]] szgoa7sx5pcpla5dpsoq6p5zckyhpgt 453 452 2024-05-24T04:49:49Z Michael 1 1 revision imported 452 wikitext text/x-wiki {{PHG|CFA|CFA|CFA#Portfolio Management|Portfolio Management|CFA}} __NOTOC__ For each segment '''j''': *<big>Calculate return in '''local''' currency</big> - <math>r_j = \frac{V^t_j - V^t_{j-1} + D^t_j}{V^{t-1}_j}</math><ref name="convbase">'''S''' is a direct exchange rate - units '''HC''' / 1 unit ''''FC'''.<br>Note: As home currency '''appreciates''', direct rate '''decreases'''.</ref> :For fixed income, substitute '''price''' + '''accrued interest''' for value *<big>Convert to '''home''' currency</big> - <math>r_j = \frac{V^t_jS^t_j - V^{t-1}_jS^{t-1}_j + D^t_jS^t_j}{V^{t-1}_jS^{t-1}_j}</math> Alternately: :<math>r_{j0} = p_j + d_j + s_j(1 + p_j + d_j)\,\!</math> <ref name="convbase"/> :::'''or''' :<math>r_{j} = p_j + d_j + c_j\,\!</math><ref name="graphrep">See also Exhibit 2 on p.84 of Volume 6, 2008 for graphical representation</ref> where '''j''' is a segment and '''j0''' is that segment measured in the home currency. . === Total Return Decomposition === Three sources of return: *Capital Gain (in local currency) *Yield *Currency From above segment returns, total return decomposition is :<math>\sum w_j p_j + \sum w_j d_j + \sum w_j c_j\,\!</math> === Performance Attribution === ==== Security Selection ==== *Index return is usually price-only, so a segment return is :<math>r_{j0} = I_j + (p_j - I_j) + d_j + c_j \,\!</math> *which are, respectively: :*market return :*security selection contribution :*yield :*currency ==== Asset Allocation ==== Measure performance relative to a global benchmark I^* Additional notation: :Index return in home currency <math>I_{j0} = I_j + C_j\,\!</math> :Currency component <math>C_j = s_j(1 + I_j)\,\!</math> :Weight of market j in benchmark is <math>w^*_j\,\!</math> :Return on Index in home currency <math>I^* = \sum w^*_j I_{j0} \,\!</math> Total return decomposition now is: :<math>r = \sum w^*_j I_{j0} + \sum (w_j - w^*_j)I_j + \sum(w_jc_j -w^*_jC_j) + \sum w_jd_j + \sum w_j(p_j - I_j)</math> :where the terms are, respectively: :*International benchmark return :*Market Allocation contribution :*Currency Allocation contribution :*Yield contribution :*Security Selection contribution '''NB:''' - The text provides currency contributions for the indices - can't see how they're derived. This allocates the managers performances to the following factors: :*Asset allocation different from the index (over/under weight markets) :*Currency allocation different from the index (over/underweight countries) :*Security selection '''Notes:''' *These formulas (linear approximations) cannot be used if cash moves between segments in a period. *They also do not apply to multi-period analysis === Currency Management === To hedge a portfolio against currency risk, '''sell forward''' foreign currencies. This fixes the exchange rate at the current value and gives you the right to (effectively) turn the foreign portion of your portfolio into the home currency at the end of the period. *Foreign currency "forward purchase": :*Long foreign cash ('''receive''' foreign interest rate) :*Short domestic cash ('''pay''' domestic interest rate) *Linear approximation of currency component (percentage-based) :<math>c^f_j = s_j + R_j - R_0 \,\!</math> *With that, return becomes <math> r = \sum w_j p_j \sum w_j d_j + \sum s_j c_j - \sum w^f_j c^f_j </math> === Risk === *'''Absolute risk''' - Standard Deviation of returns over time :<math>\sigma_p = \sqrt {\frac{1}{T-1}\sum_{t=1}^T (r_t - \bar r)^2}</math> *'''Relative risk''' - Tracking error - deviation of returns in excess of benchmark :<math>\sigma_{er} = \sqrt {\frac{1}{T-1}\sum_{t=1}^T (er_t - \bar er)^2}</math> ::where er = r - I *Risk-adjusted performance - typically uses Sharpe ratio :*Can only use this for the entire (global) portfolio since foreign assets are presumably being used to diversify domestic assets in the portfoio :*Jensen and Treynor ratios especially problematic because of difficulty in defining a world market portfolio *Information ratio for risk relative to benchmark '''NB''': Annualize monthly returns - multiply by <math>\sqrt{12}</math> === Sources of Bias in Return and Risk === *Infrequently traded assets - return smoothing *Option-like investment strategies - may violate assumed normal distribution of returns (tails) *Survivor bias - risk & return === Global Benchmarks === *Manager peer group comparisons - less common and not as useful for the usual reasons *Benchmarks - international benchmarks are challenging to create - many variables :*Industry may be more important than country ---- References:<references/> [[Category:Level_III]] [[Category:Level_III-Reading_49]] [[Category:Portfolio Management]] [[Category:Global Investing]] szgoa7sx5pcpla5dpsoq6p5zckyhpgt 0 243 454 2014-08-22T21:27:05Z Greis>Michael 0 /* Other Information */ 454 wikitext text/x-wiki {{PHG|CFA|CFA|CFA#Portfolio Management|Portfolio Management|CFA}} <center><big>'''Global Investment Performance Standards'''</big></center> === Other Information === *[http://spauldinggrp.com/seven-confusing-things-gips-standards/?inf_contact_key=ff45965600a5595704421a64e0c0ad89bccb3772a6f525bc2170eb7dadbe53e4 Seven most confusing things about GIPS standards] - David Spalding blog post {{color||2014-08-21}} === Motivation === *Provide comparability across institutions *Facilitate dialogue with clients and prospective clients about performance === Objectives === *Worldwide common standard for calculating and presenting performance fairly *Ensure accurate and consistent performance data *Promote fair global competition for investment firms *Foster global industry self-regulation === Input Data - Valuations === *Market values *Trade date accounting as of 1/1/05 (not settlement date) *Accrual income for fixed-income securities (must include value of accrued interest) *Frequency & timing of valuations :*2000 and before - At least quarterly :*2001 - 2009 - At least monthly :*2010 and after - Month end and date of all large external cash flows Firm may define "large external cash flows", but then <u>must</u> that definition :*Can define as amount or percentage of composite === Return Calculations === *Time-Weighted total rate of return is mandated for GIPS :*Before 2005, can assume cash flows at mid-point (original Dietz) :*2005 - 2009, must adjust for daily weighted external cash flows - Modified Dietz or Linked IRR ([[#After-tax Return Calculation|see below]]) :*After 1/1/10, must value portfolios on dates of all large external cash flows - using geometric linking of period returns: :::<math>r_i = \frac{MV_1 - MV_0}{MV_0} </math> ::::where <math>MV_1</math> does not include the external cash flow :::<math> r_t = (1 + r_i) \times (1 + r_{i+1}) \ldots </math> *Calculated after actual trading costs :*Custodial fees <u>not</u> included in trading expenses :*For bundled fees, must include entire fee (or appropriate portion) if can't fully separate trading expenses *Cash must be included *Calculating composite returns :*Calculate as weighted average of individual portfolio returns :*Weights can be: ::*Beginning of period weights ::*Beginning of period plus external cash flows - use Modified Dietz denominator ([[#After-tax Return Calculation|see below]]) as value :*Portfolio asset weights for return purposes must be calculated at least ::*Quarterly (2006 - 2009) ::*Monthly (2010 on) === Constructing Composites === All '''fee-paying, discretionary''' portfolios must be included in a composite *Non-discretionary portfolios must '''not''' be included in '''any''' composite *Portfolio is discretionary if the '''manager is able to implement the intended investment strategy''' *Non-fee paying discretionary portfolios fee paying portfolios may be included if disclosed '''Composites are defined by investment strategy, style or objective''' - may not mix "styles" within a composite :Investment Strategies - suggested hierarchy :*Investment Mandate - (e.g. Global Equities) :*Asset Classes :*Style or Strategy :*Benchmarks :*Risk/return characteristcs Adding and Removing Portfolios: *Include new portfolios on "timely" basis *Retain terminated portfolios through last period under management *Move between composites <u>only</u> if composite is redefined or client guidelines for portfolio change '''Carve-out Segments''' (single asset class out of multi-asset class portfolio) *Allocate pro-rata portion of cash to show accurate return :*Beginning-of-period method - by segment's % of all assets '''excluding cash''' ::*Strategic Allocation - allocate as much cash as needed to make up the difference between the current allocation and the policy allocation :*After 1/1/2010 only allowed with single-class asset composites if segment is actively managed with own cash balance === Disclosure === '''Required''' disclosures: *Definition of the Firm *Significant events (e.g. change in key personnel) *Availability of list of firm composites :-Including those discontinued within last five years *For returns and benchmarks :*Currency :*Treatment of withholding taxes :*Disclose if index net of tax :*That additional information on calculating & reporting returns is available *Fees :*If returns are gross or net of fees ::*Gross - only trading expenses deducted ::*Net - trading expenses and investment management fee :*If net, any other fees :*Fee schedule *Composites :*Composite definition and creation date :*Dispersion of returns in composite, measure used *Presence, use and extent of '''leverage''' or '''derivatives''' (if material) Recommended disclosures: *List of other firms in larger firm; statement disclosing verification (if done) === Presentation === *At least five years of returns - up to 10 if available *Annual returns for all years *Number of portfolios (if >=6) *Amount of assets in composite and % of firm's assets that represents (or total firm assets) :*Measure of disperson (if >=6 portfolios) :*high/low, interquartile range (1st - 3rd), standard deviation or other *May '''not''' annualize periods less than one year *May include discretionary, non-fee paying portfolios, but must disclose non-fee % of assets Benchmarks *Total Return for each annual period *If no benchmark, must explain why *If change benchmark, must provide date of change and reason *Custom Benchmarks allowed, but must detail construction and rebalancing processes Recommendations: *Present gross-of-fee returns *Cumulative composite (and benchmark) returns *Include quarterly (or shorter) returns *Composite level risk measures *Others (p.319) === Real Estate Standards === GIPS Real Estate standards override general GIPS standards in selected areas :Address unique asset class issues - especially difficulty of valuation '''Valuation''' *Market valuation at least annually (quarterly after 2008) *By independent, credentialed professionals every '''three years''' *Description of methods & frequency of valuation *Description of discretion Presentation of '''income''' and '''capital''' return as well as total return *Uses equivalent of Modified Dietz formula {{:Modified Dietz Formula}} *For capital return - subtract CapEx and add Sales to numerator *For income return numerator is income accrued '''less''' non-recoverable expenses (repairs, etc.), interest on debt and property taxes *Recommend: :*'''SI-IRR''' - Since inception IRR (required for Private Equity) :*Others V6 p.325 === Private Equity Standards === GIPS Private Equity standards override general GIPS standards in selected areas :Address unique asset class issues - especially difficulty of valuation and security of proprietary information about strategy ==== Valuation ==== Principles *Clearly defined and divulged (to extent possible) *Disclose methodology, apply cohesively and rigorously *Consistent and comparable over time; methodology changes disclosed '''Fair Value Basis''' *Market transaction (e.g. financing round) *Market-based multiple appropriate to industry (with liquidity discount) *PV of expected cash flows at risk-free interest rate (least preferred) ==== Presentation and Reporting ==== Required elements: '''Returns - gross-of-fees and net-of-fees annualized SI-IRR''' using monthly or daily cash flows :*Net of carried interest :*For investment advisors, net of all fees '''Composites''' - defined by strategy and vintage year (first draw down of capital) *Direct investments, partnership & fund investments and open-end investments in separate composites *Must disclose: :*Composite Definition :*Most recent period cumulative paid-in capital, total invested capital, investor payouts :*Disclose valuation method :*Unrealized appreciation/depreciation :*Required '''multiples''': ::*TVPI (investment multiple) - Total value to paid-in capital ::*DPI (realization multiple) - Cumulative distributions to paid-in capital ::*PIC - Pais-in capital to committed capital ::*RVPI - Residual value to paid-in-capital '''Benchmark''' *If provided, disclose calculation methodology *If none provided, explain why === Verification === Independent, 3rd party review performance measurement policies, processes and procedures to verify GIPS compliance. *Must be firm-wide *Composite construction must meet GIPS requirements, processes & procedures must enable calculation and presentation to GIPS standards '''Pre-verification''' - verifier *Must be qualified *Review reports & documents to become familiar with the firm *Understand firm processes & procedures *Understand firm valuation methods '''Verification''' *Frim definition is appropraite *Test composite construction *Sample accounts - trace to composites *Verification performance calculations *Review sample reports *Maintain documentation of review === Advertising === Because advertising limitations may not permit GIPS-compliant performance presentation, GIPS has mandatory standards for advertisements (recommended for all firms Advertisement is defined as materials addressed to more than one prospective client. Advertising *must state that firm "claims compliance" ("in compliance with") for GIPS-compliant materials *must describe firm and state how to get a list of composites or a GIPS-compliant presentation *if advertising includes performance information :*must be from GIPS-compliant presentation :*must include strategy, whether gross/net of fees and currency :*must include period-to-date results (not annualized) :*must include either 1/3/5 year annualized returns or 5 years of annual returns :*must include same information for benchmark ::*if no benchmark, must explain why :*must disclose use of derivatives and leverage, materiality === After-tax Returns === GIPS does not require after-tax returns. Some firms wish to present after-rax results; GIPS provides country-specific guidance statements. Timing issues: *Required method is '''preliquidation''' - return is reduced by taxes associated with earned income and '''realized''' gains and losses. :*Unrealized gains are effectively untaxed - understates tax impact *'''Mark to liquidation''' is permitted as supplemental information :*Assumes taxes on unrealized gains immediately payable :*Overstates tax impact - future changes in portfolio may change amounts *'''True economic value''' attempts to model tax impact over longer horizon :*Dependent on assumptions and not easily comparable *Must consistently use either anticipated tax rates or maximum tax rates *If state/local taxes are federally deductible, anticipated rate is :*<math>F + S(1-F) + L(1-F)\!</math> *Limited published information on after-ta returns of benchmarks ==== After-tax Return Calculation ==== *Calculation uses modified Dietz formula ::<math>r_{MD} = \frac {MV_1 - MV_0 - CF - T_{\mbox{Real}}} {MV_0 + \sum (CF_i \times w_i)}</math> ::*where '''w''' is the percentage of the measurement period the cash flow is '''in''' the account ::*NB: Original Dietz substitutes (0.5 x CF) for weighted calculation *Calculation with Linked IRR: :<math>MV_1 - T_{\mbox{Real}} = \sum [CF_i \times (1+r)^{w_i}] + MV_0(1+r)</math> *Calculation with daily strike price is simple: :<math>r = \frac {MV_{ED} - MV_{BD} - T}{MV_{BD}}</math> ---- References:<references/> __TOC__ [[Category:Level_III]] [[Category:Level_III-Reading_49]] [[Category:Portfolio Management|GIPS]] bs8t909ikfgj3zg0ra7u87gbvmlz4ff 455 454 2024-05-24T04:49:50Z Michael 1 1 revision imported 454 wikitext text/x-wiki {{PHG|CFA|CFA|CFA#Portfolio Management|Portfolio Management|CFA}} <center><big>'''Global Investment Performance Standards'''</big></center> === Other Information === *[http://spauldinggrp.com/seven-confusing-things-gips-standards/?inf_contact_key=ff45965600a5595704421a64e0c0ad89bccb3772a6f525bc2170eb7dadbe53e4 Seven most confusing things about GIPS standards] - David Spalding blog post {{color||2014-08-21}} === Motivation === *Provide comparability across institutions *Facilitate dialogue with clients and prospective clients about performance === Objectives === *Worldwide common standard for calculating and presenting performance fairly *Ensure accurate and consistent performance data *Promote fair global competition for investment firms *Foster global industry self-regulation === Input Data - Valuations === *Market values *Trade date accounting as of 1/1/05 (not settlement date) *Accrual income for fixed-income securities (must include value of accrued interest) *Frequency & timing of valuations :*2000 and before - At least quarterly :*2001 - 2009 - At least monthly :*2010 and after - Month end and date of all large external cash flows Firm may define "large external cash flows", but then <u>must</u> that definition :*Can define as amount or percentage of composite === Return Calculations === *Time-Weighted total rate of return is mandated for GIPS :*Before 2005, can assume cash flows at mid-point (original Dietz) :*2005 - 2009, must adjust for daily weighted external cash flows - Modified Dietz or Linked IRR ([[#After-tax Return Calculation|see below]]) :*After 1/1/10, must value portfolios on dates of all large external cash flows - using geometric linking of period returns: :::<math>r_i = \frac{MV_1 - MV_0}{MV_0} </math> ::::where <math>MV_1</math> does not include the external cash flow :::<math> r_t = (1 + r_i) \times (1 + r_{i+1}) \ldots </math> *Calculated after actual trading costs :*Custodial fees <u>not</u> included in trading expenses :*For bundled fees, must include entire fee (or appropriate portion) if can't fully separate trading expenses *Cash must be included *Calculating composite returns :*Calculate as weighted average of individual portfolio returns :*Weights can be: ::*Beginning of period weights ::*Beginning of period plus external cash flows - use Modified Dietz denominator ([[#After-tax Return Calculation|see below]]) as value :*Portfolio asset weights for return purposes must be calculated at least ::*Quarterly (2006 - 2009) ::*Monthly (2010 on) === Constructing Composites === All '''fee-paying, discretionary''' portfolios must be included in a composite *Non-discretionary portfolios must '''not''' be included in '''any''' composite *Portfolio is discretionary if the '''manager is able to implement the intended investment strategy''' *Non-fee paying discretionary portfolios fee paying portfolios may be included if disclosed '''Composites are defined by investment strategy, style or objective''' - may not mix "styles" within a composite :Investment Strategies - suggested hierarchy :*Investment Mandate - (e.g. Global Equities) :*Asset Classes :*Style or Strategy :*Benchmarks :*Risk/return characteristcs Adding and Removing Portfolios: *Include new portfolios on "timely" basis *Retain terminated portfolios through last period under management *Move between composites <u>only</u> if composite is redefined or client guidelines for portfolio change '''Carve-out Segments''' (single asset class out of multi-asset class portfolio) *Allocate pro-rata portion of cash to show accurate return :*Beginning-of-period method - by segment's % of all assets '''excluding cash''' ::*Strategic Allocation - allocate as much cash as needed to make up the difference between the current allocation and the policy allocation :*After 1/1/2010 only allowed with single-class asset composites if segment is actively managed with own cash balance === Disclosure === '''Required''' disclosures: *Definition of the Firm *Significant events (e.g. change in key personnel) *Availability of list of firm composites :-Including those discontinued within last five years *For returns and benchmarks :*Currency :*Treatment of withholding taxes :*Disclose if index net of tax :*That additional information on calculating & reporting returns is available *Fees :*If returns are gross or net of fees ::*Gross - only trading expenses deducted ::*Net - trading expenses and investment management fee :*If net, any other fees :*Fee schedule *Composites :*Composite definition and creation date :*Dispersion of returns in composite, measure used *Presence, use and extent of '''leverage''' or '''derivatives''' (if material) Recommended disclosures: *List of other firms in larger firm; statement disclosing verification (if done) === Presentation === *At least five years of returns - up to 10 if available *Annual returns for all years *Number of portfolios (if >=6) *Amount of assets in composite and % of firm's assets that represents (or total firm assets) :*Measure of disperson (if >=6 portfolios) :*high/low, interquartile range (1st - 3rd), standard deviation or other *May '''not''' annualize periods less than one year *May include discretionary, non-fee paying portfolios, but must disclose non-fee % of assets Benchmarks *Total Return for each annual period *If no benchmark, must explain why *If change benchmark, must provide date of change and reason *Custom Benchmarks allowed, but must detail construction and rebalancing processes Recommendations: *Present gross-of-fee returns *Cumulative composite (and benchmark) returns *Include quarterly (or shorter) returns *Composite level risk measures *Others (p.319) === Real Estate Standards === GIPS Real Estate standards override general GIPS standards in selected areas :Address unique asset class issues - especially difficulty of valuation '''Valuation''' *Market valuation at least annually (quarterly after 2008) *By independent, credentialed professionals every '''three years''' *Description of methods & frequency of valuation *Description of discretion Presentation of '''income''' and '''capital''' return as well as total return *Uses equivalent of Modified Dietz formula {{:Modified Dietz Formula}} *For capital return - subtract CapEx and add Sales to numerator *For income return numerator is income accrued '''less''' non-recoverable expenses (repairs, etc.), interest on debt and property taxes *Recommend: :*'''SI-IRR''' - Since inception IRR (required for Private Equity) :*Others V6 p.325 === Private Equity Standards === GIPS Private Equity standards override general GIPS standards in selected areas :Address unique asset class issues - especially difficulty of valuation and security of proprietary information about strategy ==== Valuation ==== Principles *Clearly defined and divulged (to extent possible) *Disclose methodology, apply cohesively and rigorously *Consistent and comparable over time; methodology changes disclosed '''Fair Value Basis''' *Market transaction (e.g. financing round) *Market-based multiple appropriate to industry (with liquidity discount) *PV of expected cash flows at risk-free interest rate (least preferred) ==== Presentation and Reporting ==== Required elements: '''Returns - gross-of-fees and net-of-fees annualized SI-IRR''' using monthly or daily cash flows :*Net of carried interest :*For investment advisors, net of all fees '''Composites''' - defined by strategy and vintage year (first draw down of capital) *Direct investments, partnership & fund investments and open-end investments in separate composites *Must disclose: :*Composite Definition :*Most recent period cumulative paid-in capital, total invested capital, investor payouts :*Disclose valuation method :*Unrealized appreciation/depreciation :*Required '''multiples''': ::*TVPI (investment multiple) - Total value to paid-in capital ::*DPI (realization multiple) - Cumulative distributions to paid-in capital ::*PIC - Pais-in capital to committed capital ::*RVPI - Residual value to paid-in-capital '''Benchmark''' *If provided, disclose calculation methodology *If none provided, explain why === Verification === Independent, 3rd party review performance measurement policies, processes and procedures to verify GIPS compliance. *Must be firm-wide *Composite construction must meet GIPS requirements, processes & procedures must enable calculation and presentation to GIPS standards '''Pre-verification''' - verifier *Must be qualified *Review reports & documents to become familiar with the firm *Understand firm processes & procedures *Understand firm valuation methods '''Verification''' *Frim definition is appropraite *Test composite construction *Sample accounts - trace to composites *Verification performance calculations *Review sample reports *Maintain documentation of review === Advertising === Because advertising limitations may not permit GIPS-compliant performance presentation, GIPS has mandatory standards for advertisements (recommended for all firms Advertisement is defined as materials addressed to more than one prospective client. Advertising *must state that firm "claims compliance" ("in compliance with") for GIPS-compliant materials *must describe firm and state how to get a list of composites or a GIPS-compliant presentation *if advertising includes performance information :*must be from GIPS-compliant presentation :*must include strategy, whether gross/net of fees and currency :*must include period-to-date results (not annualized) :*must include either 1/3/5 year annualized returns or 5 years of annual returns :*must include same information for benchmark ::*if no benchmark, must explain why :*must disclose use of derivatives and leverage, materiality === After-tax Returns === GIPS does not require after-tax returns. Some firms wish to present after-rax results; GIPS provides country-specific guidance statements. Timing issues: *Required method is '''preliquidation''' - return is reduced by taxes associated with earned income and '''realized''' gains and losses. :*Unrealized gains are effectively untaxed - understates tax impact *'''Mark to liquidation''' is permitted as supplemental information :*Assumes taxes on unrealized gains immediately payable :*Overstates tax impact - future changes in portfolio may change amounts *'''True economic value''' attempts to model tax impact over longer horizon :*Dependent on assumptions and not easily comparable *Must consistently use either anticipated tax rates or maximum tax rates *If state/local taxes are federally deductible, anticipated rate is :*<math>F + S(1-F) + L(1-F)\!</math> *Limited published information on after-ta returns of benchmarks ==== After-tax Return Calculation ==== *Calculation uses modified Dietz formula ::<math>r_{MD} = \frac {MV_1 - MV_0 - CF - T_{\mbox{Real}}} {MV_0 + \sum (CF_i \times w_i)}</math> ::*where '''w''' is the percentage of the measurement period the cash flow is '''in''' the account ::*NB: Original Dietz substitutes (0.5 x CF) for weighted calculation *Calculation with Linked IRR: :<math>MV_1 - T_{\mbox{Real}} = \sum [CF_i \times (1+r)^{w_i}] + MV_0(1+r)</math> *Calculation with daily strike price is simple: :<math>r = \frac {MV_{ED} - MV_{BD} - T}{MV_{BD}}</math> ---- References:<references/> __TOC__ [[Category:Level_III]] [[Category:Level_III-Reading_49]] [[Category:Portfolio Management|GIPS]] bs8t909ikfgj3zg0ra7u87gbvmlz4ff 0 244 456 2009-04-03T19:35:38Z Greis>Michael 0 /* Currency Considerations */ 456 wikitext text/x-wiki {{PHG|CFA|CFA|CFA#Portfolio Management|Portfolio Management|CFA}} *Reduce risk through attractive correlations :*But correlations increasing *Given those correlations (<1), efficient frontier is shifted to the left === Currency Considerations === <math>V^$ = V \times S \,</math> :S is the direct exchange rate (Dollars/Euro) <math>r^$ = r + s + (r \times s)\,</math> where :'''r''' is the local return :'''s''' is the % move in exchange rate :currency contribution to return is '''s + (r x s)''' = '''r_$ - r''' Variance is calculated using the simplying assumption that the cross-product (r x s) is small, giving: <math>\sigma^2_$ = \sigma^2 + \sigma^2_s + 2 \rho \sigma \sigma_s </math> Given that the correlation is <= 1, we know that: <math>\sigma_$ \le \sigma + \sigma_s \,</math> and we define <br> Contribution of currency Risk = <math>\sigma_$ - \sigma \,</math> ---- References:<references/> __TOC__ [[Category:Level_III]] [[Category:Level_III-Reading_28]] [[Category:Portfolio Management|International Diversification]] 9wfbfqm09c87e7t6fxnr1oyjtsphshc 457 456 2024-05-24T04:49:51Z Michael 1 1 revision imported 456 wikitext text/x-wiki {{PHG|CFA|CFA|CFA#Portfolio Management|Portfolio Management|CFA}} *Reduce risk through attractive correlations :*But correlations increasing *Given those correlations (<1), efficient frontier is shifted to the left === Currency Considerations === <math>V^$ = V \times S \,</math> :S is the direct exchange rate (Dollars/Euro) <math>r^$ = r + s + (r \times s)\,</math> where :'''r''' is the local return :'''s''' is the % move in exchange rate :currency contribution to return is '''s + (r x s)''' = '''r_$ - r''' Variance is calculated using the simplying assumption that the cross-product (r x s) is small, giving: <math>\sigma^2_$ = \sigma^2 + \sigma^2_s + 2 \rho \sigma \sigma_s </math> Given that the correlation is <= 1, we know that: <math>\sigma_$ \le \sigma + \sigma_s \,</math> and we define <br> Contribution of currency Risk = <math>\sigma_$ - \sigma \,</math> ---- References:<references/> __TOC__ [[Category:Level_III]] [[Category:Level_III-Reading_28]] [[Category:Portfolio Management|International Diversification]] 9wfbfqm09c87e7t6fxnr1oyjtsphshc 0 245 458 2009-05-14T21:00:34Z Greis>Michael 0 458 wikitext text/x-wiki *Currency risk can be hedged with <b>futures</b> or <b>forwards</b>, also known as <b>swaps</b>. *Basic approach is to hedge the principal by :*Selling contracts if hedging a foreign '''asset''' :*Buying contracts if hedging a foreign '''liability''' *Contracts available on exchanges: :*Fixed amount in foreign currency :*Price expressed as local / foreign - direct rate (eg. dollars/pound) *Objective of hedging is to minimize the impact of exchange rate movements on the value of a position held in a foreign currency (typically assets, but could be a lability also) :*If asset is a fixed amount of currency, simple hedge of principal value works well :*Won't work if the value of the asset may change systematically with an exchange rate movement. For example, if the currency of the foreign country depreciates: ::*Value of foreign equity increases - the value of '''their''' foreign earnings increases and their products become more competitive abroad ::*Value of foreign bonds decreases - foreign country raises interest rates to help currency, driving bond prices down *So, in the case of a covariance between exchange rate and value of foreign assets, hedge seeks to minimize the variability of the overall return === Basis Risk === By interest rate parity: :<math>\frac{F-S_0}{S_0}= \frac {1+r^D_f}{1+r^F_f} - 1 = \frac{r_{DC}-r_{FC}}{1+r_{FC}} </math> ::rates are period rates (not annual) Rearranging, we find that the futures price is spot price plus the interest rate differential: :<math>F = S + S \times \frac{r_{DC}-r_{FC}}{1+r_{FC}} </math> ---- References:<references/> __TOC__ [[Category:Level_III]] [[Category:Level_III-Reading_49]] [[Category:Portfolio Management]] [[Category:Global Investing]] 6gn9y939y7igsu3ikcphshdgjc4e76s 459 458 2024-05-24T04:49:51Z Michael 1 1 revision imported 458 wikitext text/x-wiki *Currency risk can be hedged with <b>futures</b> or <b>forwards</b>, also known as <b>swaps</b>. *Basic approach is to hedge the principal by :*Selling contracts if hedging a foreign '''asset''' :*Buying contracts if hedging a foreign '''liability''' *Contracts available on exchanges: :*Fixed amount in foreign currency :*Price expressed as local / foreign - direct rate (eg. dollars/pound) *Objective of hedging is to minimize the impact of exchange rate movements on the value of a position held in a foreign currency (typically assets, but could be a lability also) :*If asset is a fixed amount of currency, simple hedge of principal value works well :*Won't work if the value of the asset may change systematically with an exchange rate movement. For example, if the currency of the foreign country depreciates: ::*Value of foreign equity increases - the value of '''their''' foreign earnings increases and their products become more competitive abroad ::*Value of foreign bonds decreases - foreign country raises interest rates to help currency, driving bond prices down *So, in the case of a covariance between exchange rate and value of foreign assets, hedge seeks to minimize the variability of the overall return === Basis Risk === By interest rate parity: :<math>\frac{F-S_0}{S_0}= \frac {1+r^D_f}{1+r^F_f} - 1 = \frac{r_{DC}-r_{FC}}{1+r_{FC}} </math> ::rates are period rates (not annual) Rearranging, we find that the futures price is spot price plus the interest rate differential: :<math>F = S + S \times \frac{r_{DC}-r_{FC}}{1+r_{FC}} </math> ---- References:<references/> __TOC__ [[Category:Level_III]] [[Category:Level_III-Reading_49]] [[Category:Portfolio Management]] [[Category:Global Investing]] 6gn9y939y7igsu3ikcphshdgjc4e76s 0 246 460 2009-06-05T20:50:01Z Greis>Michael 0 460 wikitext text/x-wiki {{PHG|CFA|CFA|CFA#Portfolio Management|Portfolio Management|CFA}} === Characteristics === *Relative illiquidity, often accompanied by a Return premium *Diversification potential w/r/t stocks & bonds *High due diligence costs - domain-specific knowledge, complex instruments, limited transparency *Performace appraisal difficult - hard to develop valid benchmarks *Less efficient markets - information asymmetry offers opportunity for alpha === Classes of Alternative Investments === Traditional Alternative Investments *[[Alternative Investments/Commodities|Commodities]] :*[[Alternative Investments/Commodity Forwards and Futures|Commodity Forwards and Futures]] *[[Alternative Investments/Real Estate|Real Estate]] *[[Alternative Investments/Private Equity and Venture Capital|Private Equity and Venture Capital]] Newer Alternative Investments - more investment strategy than asset class *[[Alternative Investments/Hedge Funds|Hedge Funds]] *[[Alternative Investments/Managed Futures|Managed Futures]] *[[Alternative Investments/Distressed Securities|Distressed Securities]] May also be grouped by portfolio role: *Diversification, exposure to different risk factors :*Real Estate :*Commodities *Specialized strategies - dependent on manager skill :*Hedge Funds :*Managed Futures *Combination :*Private Equity :*Venture Capital :*Distressed Securities Typical investors include high net worth individuals, institutions with long investment horizons (endowments, foundations and defined-benefit pension funds), larger portfolios generally (because of high due diligence costs) === Evaluating Alternative Investments - Institutional Prespective === *A market inefficiency likely to persist *Investment process of the managers *Organiational structure and stability of the manager *Quality of the People *Terms *Who are the supporting service providers (laywers, auditors, brokers, etc.)? *Comprehensible and complete documentations (prospectuses, audits, etc.) *Ability for investor to produce a coherent, persuasive write up of the opporutnity === Issues for Individual Investors === *Tax Issues - partnership and other legal structures, complex tax rules and implications *Suitability - time horizon and liquidity needs *Commmunication and comprehensibility *Concentration risk *Tolerance for intermediate stages and results :*Can have high volatility, periods of significant loss, extreme returns, etc. ---- References:<references/> __NOTOC__ [[Category:Level_III]] [[Category:Level_III-Reading_37]] [[Category:Portfolio Management]] [[Category:Alternative Investments]] gr5rrspzyo9e6nhv66g2162n6nhpcaa 461 460 2024-05-24T04:49:51Z Michael 1 1 revision imported 460 wikitext text/x-wiki {{PHG|CFA|CFA|CFA#Portfolio Management|Portfolio Management|CFA}} === Characteristics === *Relative illiquidity, often accompanied by a Return premium *Diversification potential w/r/t stocks & bonds *High due diligence costs - domain-specific knowledge, complex instruments, limited transparency *Performace appraisal difficult - hard to develop valid benchmarks *Less efficient markets - information asymmetry offers opportunity for alpha === Classes of Alternative Investments === Traditional Alternative Investments *[[Alternative Investments/Commodities|Commodities]] :*[[Alternative Investments/Commodity Forwards and Futures|Commodity Forwards and Futures]] *[[Alternative Investments/Real Estate|Real Estate]] *[[Alternative Investments/Private Equity and Venture Capital|Private Equity and Venture Capital]] Newer Alternative Investments - more investment strategy than asset class *[[Alternative Investments/Hedge Funds|Hedge Funds]] *[[Alternative Investments/Managed Futures|Managed Futures]] *[[Alternative Investments/Distressed Securities|Distressed Securities]] May also be grouped by portfolio role: *Diversification, exposure to different risk factors :*Real Estate :*Commodities *Specialized strategies - dependent on manager skill :*Hedge Funds :*Managed Futures *Combination :*Private Equity :*Venture Capital :*Distressed Securities Typical investors include high net worth individuals, institutions with long investment horizons (endowments, foundations and defined-benefit pension funds), larger portfolios generally (because of high due diligence costs) === Evaluating Alternative Investments - Institutional Prespective === *A market inefficiency likely to persist *Investment process of the managers *Organiational structure and stability of the manager *Quality of the People *Terms *Who are the supporting service providers (laywers, auditors, brokers, etc.)? *Comprehensible and complete documentations (prospectuses, audits, etc.) *Ability for investor to produce a coherent, persuasive write up of the opporutnity === Issues for Individual Investors === *Tax Issues - partnership and other legal structures, complex tax rules and implications *Suitability - time horizon and liquidity needs *Commmunication and comprehensibility *Concentration risk *Tolerance for intermediate stages and results :*Can have high volatility, periods of significant loss, extreme returns, etc. ---- References:<references/> __NOTOC__ [[Category:Level_III]] [[Category:Level_III-Reading_37]] [[Category:Portfolio Management]] [[Category:Alternative Investments]] gr5rrspzyo9e6nhv66g2162n6nhpcaa 0 247 462 2009-04-22T17:43:18Z Greis>Michael 0 462 wikitext text/x-wiki *'''Direct Investment''' - ownership of residences, commerical & industrial real estate and land *'''Indirect Investment''' - financial ownership :*Companies who own, develop or manage real estate :*REITs - Pooled funds invested in real estate and/or real estate debt ::*Equity REITs - own & manage properties; investors receive rental income and capital gains on property sales ::*Mortgage REITs - lend money and collect payments; investors receive interest income and capital appreciation (from improved loan prices) :*CREF (Commingled Real Estate Funds) - Professionally managers buy, manage and sell real estate for institutional and HNW investors :*Open or closed end funds; closed-end usually highly levered :*Infrastructure funds - public/private partnership where private funds built infrastructure in exchange for a revenue stream (roads, schools, airports, etc.) ==== Market Size ==== As of 2005: *US Household real estate - $19.8 Trillion (33% total assets) *US Real Estate in investment portfolios - $4.5 Trillion *Publicly traded REITS = $300 billion === Benchmarks === '''NCREIF Property Index''' (National Council of Real Estate Investment Fiduciaries) - for '''direct investment''' *Quarterly sample of commerical properties *Value-weighted, all sectors (apartment, industrial, office & retail) and regions *Based on appraisals (realtively infrequent) because sales even less frequent *Issues: :*Understates volatility - '''Unsmoothed''' version attempts to address this :*Not investible :*Non-leveraged investment '''NAREIT Index''' - for '''indirect investment''' *Real-time, market-cap weighted index of all NYSE & AMEX REITs *Also a monthly version *Several variants *Issues :*Has an equity component - '''hedged version''' removes this to focus on property :*REITs are often levered - so higher apparenty volatility than NACREIF ==== Performance ==== *NAREIT has high return, high volatility (12.7/12.7) *NAREIT hedged has lower return, slightly lower volatility (9.0/11.9) *NACREIF has lower return, low volatility (6.1/3.4) *Unsmoothed NACREIF has slightly higher return, much higher volatility (7.3/9.0) *NAREIT has very low correlation with NACREIF (0.0, 0.2 w/smoothed) suggesting REITs not a good substitute for direct real estate investment *Returns correlated w/GNP worldwide *Historically a good diversifier - responds differently than equities & fixed income *Less effective if hedge funds and/or commodities are already in portfolio *Income component stabilizes returns *May provide an inflation hedge *Diversification within real estate - by type and geography * === Characteristics === *Asset with intrinsic value *Large parcels - single asset may be large component of portfolio *Substantial income component, stabilizing returns *Low liquidity *High transaction costs *Immobile assets *Limited transparency and information *Infrequent valuations *Potential Tax benefits *Greater leverage available *Owners can improve assets ---- References:<references/> __TOC__ [[Category:Level_III]] [[Category:Level_III-Reading_37]] [[Category:Portfolio Management]] [[Category:Alternative Investments|Real Estate]] ekdtm96rspfboxhnkz1zf9i527aht7a 463 462 2024-05-24T04:49:51Z Michael 1 1 revision imported 462 wikitext text/x-wiki *'''Direct Investment''' - ownership of residences, commerical & industrial real estate and land *'''Indirect Investment''' - financial ownership :*Companies who own, develop or manage real estate :*REITs - Pooled funds invested in real estate and/or real estate debt ::*Equity REITs - own & manage properties; investors receive rental income and capital gains on property sales ::*Mortgage REITs - lend money and collect payments; investors receive interest income and capital appreciation (from improved loan prices) :*CREF (Commingled Real Estate Funds) - Professionally managers buy, manage and sell real estate for institutional and HNW investors :*Open or closed end funds; closed-end usually highly levered :*Infrastructure funds - public/private partnership where private funds built infrastructure in exchange for a revenue stream (roads, schools, airports, etc.) ==== Market Size ==== As of 2005: *US Household real estate - $19.8 Trillion (33% total assets) *US Real Estate in investment portfolios - $4.5 Trillion *Publicly traded REITS = $300 billion === Benchmarks === '''NCREIF Property Index''' (National Council of Real Estate Investment Fiduciaries) - for '''direct investment''' *Quarterly sample of commerical properties *Value-weighted, all sectors (apartment, industrial, office & retail) and regions *Based on appraisals (realtively infrequent) because sales even less frequent *Issues: :*Understates volatility - '''Unsmoothed''' version attempts to address this :*Not investible :*Non-leveraged investment '''NAREIT Index''' - for '''indirect investment''' *Real-time, market-cap weighted index of all NYSE & AMEX REITs *Also a monthly version *Several variants *Issues :*Has an equity component - '''hedged version''' removes this to focus on property :*REITs are often levered - so higher apparenty volatility than NACREIF ==== Performance ==== *NAREIT has high return, high volatility (12.7/12.7) *NAREIT hedged has lower return, slightly lower volatility (9.0/11.9) *NACREIF has lower return, low volatility (6.1/3.4) *Unsmoothed NACREIF has slightly higher return, much higher volatility (7.3/9.0) *NAREIT has very low correlation with NACREIF (0.0, 0.2 w/smoothed) suggesting REITs not a good substitute for direct real estate investment *Returns correlated w/GNP worldwide *Historically a good diversifier - responds differently than equities & fixed income *Less effective if hedge funds and/or commodities are already in portfolio *Income component stabilizes returns *May provide an inflation hedge *Diversification within real estate - by type and geography * === Characteristics === *Asset with intrinsic value *Large parcels - single asset may be large component of portfolio *Substantial income component, stabilizing returns *Low liquidity *High transaction costs *Immobile assets *Limited transparency and information *Infrequent valuations *Potential Tax benefits *Greater leverage available *Owners can improve assets ---- References:<references/> __TOC__ [[Category:Level_III]] [[Category:Level_III-Reading_37]] [[Category:Portfolio Management]] [[Category:Alternative Investments|Real Estate]] ekdtm96rspfboxhnkz1zf9i527aht7a 0 248 464 2009-04-22T18:00:13Z Greis>Michael 0 464 wikitext text/x-wiki Private equity is pooled capital: *invested in non-publicly traded companies *raised through private placements Types of private equity investments: *Start-up and early-stage businesses (Venture Capital) *Leveraged buyouts of public companies *Distressed debt investing *Public infastructure projects === Venture Capital Stages === '''Formative stage''' *Seed stage :*Initial business concept and prototyping, proof of concept *Start-up :*Product development and initial marketing *First Stage :*Initial manufacturing and sales '''Expansion Stage''' *Second stage :*Initial expansion of manufacturing and sales capacity *Third Stage :*Major expansion *Mezzanine :*Prepare for IPO '''Liquidity Event''' *IPO *Merger *Acquisition === Buyout Funds === *Leveraged buyouts of public companies *Acquisition of private companies Private Equity managers add value: *Restructure operations and improve management *Buy companies at a discdount *Add/restructure debt ==== Liquidity Event ==== *Sale to another private party *IPO *Dividend Recapitalization - Issue additional debt to pay dividends to owners (themselves) :*May weaken company === Investment Characteristics === *Illiquid *Long-term commitmeht *Higher risk *High expected return (IRR) *Limited information and transparency (esp. VC) ==== Differences between VC and Buyout Funds ==== *Buyout funds are highly leveraged; VC all equity *Buyout cash flow sooner and more regular *VC have greater uncertainty and measurement error on value (portfolio & company) *VC have more asymmetric results - many failures, few big wins ---- References:<references/> __NOTOC__ [[Category:Level_III]] [[Category:Level_III-Reading_37]] [[Category:Portfolio Management]] [[Category:Alternative Investments]] obosrzltmn4n7e4cz1vqy43gq0ef1vh 465 464 2024-05-24T04:49:51Z Michael 1 1 revision imported 464 wikitext text/x-wiki Private equity is pooled capital: *invested in non-publicly traded companies *raised through private placements Types of private equity investments: *Start-up and early-stage businesses (Venture Capital) *Leveraged buyouts of public companies *Distressed debt investing *Public infastructure projects === Venture Capital Stages === '''Formative stage''' *Seed stage :*Initial business concept and prototyping, proof of concept *Start-up :*Product development and initial marketing *First Stage :*Initial manufacturing and sales '''Expansion Stage''' *Second stage :*Initial expansion of manufacturing and sales capacity *Third Stage :*Major expansion *Mezzanine :*Prepare for IPO '''Liquidity Event''' *IPO *Merger *Acquisition === Buyout Funds === *Leveraged buyouts of public companies *Acquisition of private companies Private Equity managers add value: *Restructure operations and improve management *Buy companies at a discdount *Add/restructure debt ==== Liquidity Event ==== *Sale to another private party *IPO *Dividend Recapitalization - Issue additional debt to pay dividends to owners (themselves) :*May weaken company === Investment Characteristics === *Illiquid *Long-term commitmeht *Higher risk *High expected return (IRR) *Limited information and transparency (esp. VC) ==== Differences between VC and Buyout Funds ==== *Buyout funds are highly leveraged; VC all equity *Buyout cash flow sooner and more regular *VC have greater uncertainty and measurement error on value (portfolio & company) *VC have more asymmetric results - many failures, few big wins ---- References:<references/> __NOTOC__ [[Category:Level_III]] [[Category:Level_III-Reading_37]] [[Category:Portfolio Management]] [[Category:Alternative Investments]] obosrzltmn4n7e4cz1vqy43gq0ef1vh 0 249 466 2009-05-22T22:24:45Z Greis>Michael 0 466 wikitext text/x-wiki {{PHG|CFA#Portfolio Management|Portfolio Management|||CFA}} __NOTOC__ === Forecasting Capital Market Returns === *Statistical - (add various p.28+) *DCF ==== Asset Beta ==== <math> \beta_i = \frac {cov(i,M)}{\sigma^2_m} = \frac {\sigma_i \rho_{i,M}}{\sigma_m} </math> ==== Correlation between two assets ==== In CAPM, ICAPM models <math>corr_{i,j} = \beta_i \beta_j \frac{\sigma^2_M}{\sigma_i \sigma_j} </math> ==== Gordon Growth ==== :<math>E(r_e) = \frac{D_1}{P_0} + g </math> ==== Grinold-Kroner ==== *expands Gordon Growth model :<math>E(R_e) = \frac{D}{P} - \Delta S + i + g + \Delta PE </math> ::Share repurchases are negative resulting in higher return ::Income return - D/P - &Delta;S ::Nominal earnings growth return - i + g ::Repricing Return - &Delta;PE ==== Risk Premium ==== *Risk Premium - <math>r_f \,</math> + risk premium (single or factors) :*Fixed Income factors - inflation + default + illiquidity + maturity ==== Singer-Terhaar ==== '''Singer-Terhaar''' - ICAPM plus accounting for market imperfections *Risk premium-based model :<math>E(r_i) = r_f + \Beta_i[E(r_M) - r_f]\,</math> :*Global Investible Market (GIM)is a proxy for the world market :*Risk premium is beta term By derivation: :<math>RP_i = \sigma_i \rho_{i,M} \left ( \frac {RP_M}{\sigma_M} \right ) </math> ::Term in parens is the '''Sharpe ratio''' for the global market, estimated by S-T in 1997 as '''0.30''' Considering market imperfactions: *Illiquidity Premium - for less-developed or relatively illiquid markets *Market integration/segmentation - degree to which market estimated is integrated with the world market :In a perfectly segmented market, <math>\rho_{i,M} = 1 \,</math> because the local market '''is''' the market '''Procedure''' :<math>RP_i = %_I \times \sigma_i \rho_{i,M} \left ( \frac {RP_M}{\sigma_M} \right ) + (1-%_I) \times \sigma_i \left ( \frac {RP_M}{\sigma_M} \right ) </math> === Data Measurement Errors === *Transcription errors - gathering and recording errors *Survivorship bias *Appraisal (smoothed) data - filling in gaps, black box problem. Volatility shows lower === Limits of Historical Estimates === *'''Nonstationarity''' - Different parts of a data set reflect different properties, often generated by a '''regime change''' (change in underlying set of relationships governing the data) *High frequency data produce lower correlations, partly due to '''asynchronism''' - dating discrepencies caused by stale data === Bias in Methods === *Data mining bias - find a pattern where there is none *Time period bias - time-period specific characteristics generalized to all periods *Failure to account for conditioning information - relevant new facts that should be considered === Psychological Traps === *Anchoring - give disproportionate weight to first information *Status Quo - linear expectations, continue as it has gone *Confirming Evidence - give greater weight to evidence that supports your belief *Overconfidence *Prudence - Avoiding extreme forecasts, overcaution (fear for career) *Recallability - Overly influenced by events leaving strong memories ---- [[Category:Portfolio Management]] [[Category:Economics]] [[Category:Level III]] o2tw73z5t7z5srikfuevf82byhnc97g 467 466 2024-05-24T04:49:52Z Michael 1 1 revision imported 466 wikitext text/x-wiki {{PHG|CFA#Portfolio Management|Portfolio Management|||CFA}} __NOTOC__ === Forecasting Capital Market Returns === *Statistical - (add various p.28+) *DCF ==== Asset Beta ==== <math> \beta_i = \frac {cov(i,M)}{\sigma^2_m} = \frac {\sigma_i \rho_{i,M}}{\sigma_m} </math> ==== Correlation between two assets ==== In CAPM, ICAPM models <math>corr_{i,j} = \beta_i \beta_j \frac{\sigma^2_M}{\sigma_i \sigma_j} </math> ==== Gordon Growth ==== :<math>E(r_e) = \frac{D_1}{P_0} + g </math> ==== Grinold-Kroner ==== *expands Gordon Growth model :<math>E(R_e) = \frac{D}{P} - \Delta S + i + g + \Delta PE </math> ::Share repurchases are negative resulting in higher return ::Income return - D/P - &Delta;S ::Nominal earnings growth return - i + g ::Repricing Return - &Delta;PE ==== Risk Premium ==== *Risk Premium - <math>r_f \,</math> + risk premium (single or factors) :*Fixed Income factors - inflation + default + illiquidity + maturity ==== Singer-Terhaar ==== '''Singer-Terhaar''' - ICAPM plus accounting for market imperfections *Risk premium-based model :<math>E(r_i) = r_f + \Beta_i[E(r_M) - r_f]\,</math> :*Global Investible Market (GIM)is a proxy for the world market :*Risk premium is beta term By derivation: :<math>RP_i = \sigma_i \rho_{i,M} \left ( \frac {RP_M}{\sigma_M} \right ) </math> ::Term in parens is the '''Sharpe ratio''' for the global market, estimated by S-T in 1997 as '''0.30''' Considering market imperfactions: *Illiquidity Premium - for less-developed or relatively illiquid markets *Market integration/segmentation - degree to which market estimated is integrated with the world market :In a perfectly segmented market, <math>\rho_{i,M} = 1 \,</math> because the local market '''is''' the market '''Procedure''' :<math>RP_i = %_I \times \sigma_i \rho_{i,M} \left ( \frac {RP_M}{\sigma_M} \right ) + (1-%_I) \times \sigma_i \left ( \frac {RP_M}{\sigma_M} \right ) </math> === Data Measurement Errors === *Transcription errors - gathering and recording errors *Survivorship bias *Appraisal (smoothed) data - filling in gaps, black box problem. Volatility shows lower === Limits of Historical Estimates === *'''Nonstationarity''' - Different parts of a data set reflect different properties, often generated by a '''regime change''' (change in underlying set of relationships governing the data) *High frequency data produce lower correlations, partly due to '''asynchronism''' - dating discrepencies caused by stale data === Bias in Methods === *Data mining bias - find a pattern where there is none *Time period bias - time-period specific characteristics generalized to all periods *Failure to account for conditioning information - relevant new facts that should be considered === Psychological Traps === *Anchoring - give disproportionate weight to first information *Status Quo - linear expectations, continue as it has gone *Confirming Evidence - give greater weight to evidence that supports your belief *Overconfidence *Prudence - Avoiding extreme forecasts, overcaution (fear for career) *Recallability - Overly influenced by events leaving strong memories ---- [[Category:Portfolio Management]] [[Category:Economics]] [[Category:Level III]] o2tw73z5t7z5srikfuevf82byhnc97g 0 250 468 2020-11-30T23:16:07Z Greis>Michael 0 468 wikitext text/x-wiki [[topical resource for::XBRL| ]][[topical resource for::Finance| ]] An [[entity of::NYSSA]], XBRL US and [[entity of::CFA Institute]] [[activity type::seminar]] held on [[activity date::2015-11-04]] in [[located in::New York]]. == Participants == *[[is a member of::Hal Schroeder]] - FASB board member *Record names of other speakers == Participant Remarks == === Hal Schroeder === Hal Schroeder, Board Member, Financial Accounting Standards Board (FASB) *Mr. Schroeder was formerly Partner at Carlson Capital, L.P., a Dallas-based money manager with assets under management of over $6 billion *Sell-side: ML, Morgan Stanley, "Wall Street" *Buy-side: Portfolio Managers, investors people who "pull the triggers" ''What's your edge?''' At 44, left accounting, wanted to be a sell-side analyst. "Why should I talk with you? What's your edge?" *Not arrogant, efficient. Why talk with you instead of the other 30-40 people following stocks? *Walked through his resume - understood banks from the inside. *"I know the numbers better than most other people because I've been inside and see how the numbers work." Lesson - have to know what YOUR edge is. Insider's edge - someone who's been on the inside *Accounting rules are complex *Financial statements are general purpose Complexity of accounting: *'''9,356''' pages of accounting standards - reflects the complexity of business today *People who specialize in just one area. ::Someone once told him that there are 5 people who understand all the rules in consolidation accounting, and they don't agree with each other. *From outside, hard to understand how much judgements involved in the standards *Numbers aren't "accurate", they're a ballpark *Financial statements aren't tailored for economic cycles *Mixed attribution model - cost (7 ways) and fair value (several ways) - mixed *Great, but late. How can structured data, XBRL, address that, help eliminate that edge? *XBRL provides each number in the financials with an instruction manual 1bj11knhbd8l5od93lz1ckcyjb40xze 469 468 2024-05-24T04:54:28Z Michael 1 1 revision imported 468 wikitext text/x-wiki [[topical resource for::XBRL| ]][[topical resource for::Finance| ]] An [[entity of::NYSSA]], XBRL US and [[entity of::CFA Institute]] [[activity type::seminar]] held on [[activity date::2015-11-04]] in [[located in::New York]]. == Participants == *[[is a member of::Hal Schroeder]] - FASB board member *Record names of other speakers == Participant Remarks == === Hal Schroeder === Hal Schroeder, Board Member, Financial Accounting Standards Board (FASB) *Mr. Schroeder was formerly Partner at Carlson Capital, L.P., a Dallas-based money manager with assets under management of over $6 billion *Sell-side: ML, Morgan Stanley, "Wall Street" *Buy-side: Portfolio Managers, investors people who "pull the triggers" ''What's your edge?''' At 44, left accounting, wanted to be a sell-side analyst. "Why should I talk with you? What's your edge?" *Not arrogant, efficient. Why talk with you instead of the other 30-40 people following stocks? *Walked through his resume - understood banks from the inside. *"I know the numbers better than most other people because I've been inside and see how the numbers work." Lesson - have to know what YOUR edge is. Insider's edge - someone who's been on the inside *Accounting rules are complex *Financial statements are general purpose Complexity of accounting: *'''9,356''' pages of accounting standards - reflects the complexity of business today *People who specialize in just one area. ::Someone once told him that there are 5 people who understand all the rules in consolidation accounting, and they don't agree with each other. *From outside, hard to understand how much judgements involved in the standards *Numbers aren't "accurate", they're a ballpark *Financial statements aren't tailored for economic cycles *Mixed attribution model - cost (7 ways) and fair value (several ways) - mixed *Great, but late. How can structured data, XBRL, address that, help eliminate that edge? *XBRL provides each number in the financials with an instruction manual 1bj11knhbd8l5od93lz1ckcyjb40xze 0 251 470 2016-06-26T21:12:09Z Greis>Michael 0 Created page with "[[topical resource for::Fiduciary Duty| ]][[topical resource for::Wealth Management| ]] An [[entity of::CFA Society of Washington]], [[activity type::webinar]] held on acti..." 470 wikitext text/x-wiki [[topical resource for::Fiduciary Duty| ]][[topical resource for::Wealth Management| ]] An [[entity of::CFA Society of Washington]], [[activity type::webinar]] held on [[activity date::2016-01-28]] in [[located in::Washington]]. == Participants == *[[is a member of::James Allen]] - CFA Institute *[[is a member of::Steve Hall]] - Better Markets (non-profit, independent advocacy) *[[is a member of::David Hirsh]] - Director of Capital Markets at US Chamber of Commerce == Notes == '''National Association of State Security Regulators''' generally strongly in favor of DoL Fiduciary Duty proposal. *Good first step to raising the standards of care for investors :*Reduce conflicts of interest *Retirement accounts and other investors *Proposed rule would bring in IRAs - this is important because of abuses in IRA rollovers. *Concerns: :*ERISA "savings clause" - ERISA supersedes state laws, except for bakning, insurance and () :*Want DoL to move away from pre-dispute binding arbitrtation. '''Steve Hall''' *Also important to support Americans saving for retirement. *Whole-heartedly support proposed rule. Not perfect, but closes loopholes that have existed for more than 40 years. :* Makes accomodation to industry's primary concern - will allow advisors to continue to receive commission (with appropriate safeguards). '''Other opposing arguments''': *''SEC should do it'' - SEC has had chance for five years and hasn't taken this up. *''Will hurt small investors.'' - No evidence for this.. Bank & insurance industry will adapt. And there will be others willing to step up to create new offerings and business models. '''David Hirsh''' *Won't get any arguments from them on putting investors first, creating clear standards; never said don't do anything. :*Others have suggested fixes (310 members of Congress) :*What are we trying to achieve? World where we can get more or better advice? Yes. ::*Choice not to invest costs investors $114 b/year. ::*Only 17% of small-businesses have retirement plans ::*These investors should get more, not less advice. ::*Human interaction is still really important part of making that happen. ::*Regulatory and litigation cost will cause some market participants to exit. :::*Raise minimums, go up-market. ::*"better advice" - much is already illegal - enforcement problem ::*what's in best interest? ::*conflict of interest among regulators will still exit '''What a tool!''' The Chamber of Commerce at its best. '''Jim Allen''' - technology (as solution) - is this a generational issue? *No, more than that. lb26u03clqq6o0iv6v6uybnb6gndhll 471 470 2024-05-24T04:54:29Z Michael 1 1 revision imported 470 wikitext text/x-wiki [[topical resource for::Fiduciary Duty| ]][[topical resource for::Wealth Management| ]] An [[entity of::CFA Society of Washington]], [[activity type::webinar]] held on [[activity date::2016-01-28]] in [[located in::Washington]]. == Participants == *[[is a member of::James Allen]] - CFA Institute *[[is a member of::Steve Hall]] - Better Markets (non-profit, independent advocacy) *[[is a member of::David Hirsh]] - Director of Capital Markets at US Chamber of Commerce == Notes == '''National Association of State Security Regulators''' generally strongly in favor of DoL Fiduciary Duty proposal. *Good first step to raising the standards of care for investors :*Reduce conflicts of interest *Retirement accounts and other investors *Proposed rule would bring in IRAs - this is important because of abuses in IRA rollovers. *Concerns: :*ERISA "savings clause" - ERISA supersedes state laws, except for bakning, insurance and () :*Want DoL to move away from pre-dispute binding arbitrtation. '''Steve Hall''' *Also important to support Americans saving for retirement. *Whole-heartedly support proposed rule. Not perfect, but closes loopholes that have existed for more than 40 years. :* Makes accomodation to industry's primary concern - will allow advisors to continue to receive commission (with appropriate safeguards). '''Other opposing arguments''': *''SEC should do it'' - SEC has had chance for five years and hasn't taken this up. *''Will hurt small investors.'' - No evidence for this.. Bank & insurance industry will adapt. And there will be others willing to step up to create new offerings and business models. '''David Hirsh''' *Won't get any arguments from them on putting investors first, creating clear standards; never said don't do anything. :*Others have suggested fixes (310 members of Congress) :*What are we trying to achieve? World where we can get more or better advice? Yes. ::*Choice not to invest costs investors $114 b/year. ::*Only 17% of small-businesses have retirement plans ::*These investors should get more, not less advice. ::*Human interaction is still really important part of making that happen. ::*Regulatory and litigation cost will cause some market participants to exit. :::*Raise minimums, go up-market. ::*"better advice" - much is already illegal - enforcement problem ::*what's in best interest? ::*conflict of interest among regulators will still exit '''What a tool!''' The Chamber of Commerce at its best. '''Jim Allen''' - technology (as solution) - is this a generational issue? *No, more than that. lb26u03clqq6o0iv6v6uybnb6gndhll 0 252 472 2016-06-26T21:32:26Z Greis>Michael 0 Created page with "[[topical resource for::XBRL| ]] Financial Fundamentals Analysis: What Analysts Can Do with Structured Data - A [[activity type::webinar]] held on [[activity date::2016-03-23]..." 472 wikitext text/x-wiki [[topical resource for::XBRL| ]] Financial Fundamentals Analysis: What Analysts Can Do with Structured Data - A [[activity type::webinar]] held on [[activity date::2016-03-23]]. == Participants == *[[is a member of::Bloomberg]] - add names of speakers == Notes == Bloomberg Analyst perspective (Emil) *Use XBRL heavily *Countries: Japan, Korea, China, Israel, Brazil, US :*1Q 2016 - Mexico :*Some European companies file, but don't have EU-wide requirement yet. Will use it when available *Non-US - Face of statement, standard chart - maps easily 1:1 XBRL elements to Bloomberg data fields :*3-4,000 companies in Japan, China, Korea ::*Japan & China - straight through to their database ::*Brazil and Korea require analyst intervention :*Mexico will look like other non-US *US XBRL began 3Q 2015 :*Much more freedom in tagging ::*Couldn't do much with it when they first looked at it several years ago ::*That is changing - much better now :*Expect to process all 6,600 files in 1Q 2016 *Now fully on board and eager to help it grow *'''Extensions''' are a big challenge :*Many companies use them :*Very supportive of XBRL US initiative on extensions; participate in data quality committee XBRL US - Campbell Pride '''XBRL US Database''' - Developed in 2010, wants to make all filings available to a wide audience *Pulls in '''all XBRL filings''' from SEC *Updates as data received *PostGres database on Debian LINUX, implemented on Amazon Cloud Differences with traditional data set (other providers?) *No normalization (e.g., doesn't attribute...get better understanding of this) What does it include from the filings? *All data, including text *All numbers How can you use it? *Online for queries (really for testing) *API (pull into spreadsheet) - demo later *Can make a copy of the database avaliable (cost?) Questions posed by Glenn? XBRL Enhancements over traditional datasets? *Emil - XBRL speed to market :*Very granularity 37u6ydr2cz92wfdtipcnl3pxroa3y43 473 472 2024-05-24T04:54:29Z Michael 1 1 revision imported 472 wikitext text/x-wiki [[topical resource for::XBRL| ]] Financial Fundamentals Analysis: What Analysts Can Do with Structured Data - A [[activity type::webinar]] held on [[activity date::2016-03-23]]. == Participants == *[[is a member of::Bloomberg]] - add names of speakers == Notes == Bloomberg Analyst perspective (Emil) *Use XBRL heavily *Countries: Japan, Korea, China, Israel, Brazil, US :*1Q 2016 - Mexico :*Some European companies file, but don't have EU-wide requirement yet. Will use it when available *Non-US - Face of statement, standard chart - maps easily 1:1 XBRL elements to Bloomberg data fields :*3-4,000 companies in Japan, China, Korea ::*Japan & China - straight through to their database ::*Brazil and Korea require analyst intervention :*Mexico will look like other non-US *US XBRL began 3Q 2015 :*Much more freedom in tagging ::*Couldn't do much with it when they first looked at it several years ago ::*That is changing - much better now :*Expect to process all 6,600 files in 1Q 2016 *Now fully on board and eager to help it grow *'''Extensions''' are a big challenge :*Many companies use them :*Very supportive of XBRL US initiative on extensions; participate in data quality committee XBRL US - Campbell Pride '''XBRL US Database''' - Developed in 2010, wants to make all filings available to a wide audience *Pulls in '''all XBRL filings''' from SEC *Updates as data received *PostGres database on Debian LINUX, implemented on Amazon Cloud Differences with traditional data set (other providers?) *No normalization (e.g., doesn't attribute...get better understanding of this) What does it include from the filings? *All data, including text *All numbers How can you use it? *Online for queries (really for testing) *API (pull into spreadsheet) - demo later *Can make a copy of the database avaliable (cost?) Questions posed by Glenn? XBRL Enhancements over traditional datasets? *Emil - XBRL speed to market :*Very granularity 37u6ydr2cz92wfdtipcnl3pxroa3y43 0 253 474 2016-08-23T23:30:30Z Greis>Michael 0 474 wikitext text/x-wiki A [[activity type::multi-day conference]] held on [[event date::2016-03-15|2016-03-15]] and 2016-03-16 in [[located in::London]]. Sponsored and presented by [[entity of::The Economist]] magazine. *[http://www.economist.com/node/21656742/agenda Event agenda] Featured speakers included: *[[contributed to::Steve Waygood]] from Aviva cz45qgg7eeazqq4bstfk7epgzipviap 475 474 2024-05-24T04:54:29Z Michael 1 1 revision imported 474 wikitext text/x-wiki A [[activity type::multi-day conference]] held on [[event date::2016-03-15|2016-03-15]] and 2016-03-16 in [[located in::London]]. Sponsored and presented by [[entity of::The Economist]] magazine. *[http://www.economist.com/node/21656742/agenda Event agenda] Featured speakers included: *[[contributed to::Steve Waygood]] from Aviva cz45qgg7eeazqq4bstfk7epgzipviap 0 254 476 2016-11-29T17:22:50Z Greis>Michael 0 476 wikitext text/x-wiki A [[entity of::Bright Talk]] [[activity type::webinar]] held on [[activity date::2016-04-20]]. 950 people on call 250-300 compaines from S&P global large/mid index that best characterize long-term *2.8% Alpha(?) :*concentrated portfolio, but :*tracking error reasonable 2.5% :*risk characteristics similar to S&P large/mid Slide #13 *Characteristics of replacement benchmark Q&A for [[contributed to::RobecoSAM]] *Still hears from Investor Relations reps that aren't getting asked questions about long-term performance *Mobilize capital around long-term investors who want to hear more about the drivers of long-term performance to create more signals to firms *Asset Management industry has "failed" collectively to respond to long-term interests of asset owners *Tells IR reps that they set the agenda. You lay out the themes, then the discussion will flow Comment from [[contributed to::Tim Verheyden]], [[contributed to::Arabesque Investments]] *Not mentioned - earnings game discussion has been going on for a long term :*Arthur Levitt's 1990's letter that quarterly earnings reports motivated short-term thinking :*Larry Fink letter :*Stop giving short-term earnings guidance :*Paul Pohlman - CEO of Unilever ::*Stopped giving earnings guidance on his first day in 2009 ::*Unilever's stock has tripled since then ::*Shows that focusing on the long term can work Integrated Reporting initiative? *Christopher - relevant and useful :*Not a pre-defined format, but focus on the content? Vigeo-EIRIS - How do you define the long term *Christopher - longer than three years :*Most executive compensation packages only go three years :*Most analysts focus on three-year horizon :*30-80% of company value comes from beyond the three-year horizon :*this is where the sustainability analysis can provide so much value == Tim Verheyden, Arabesque == *He wants focus on link between sustainability and performance *maximizing returns and minimize tail risk Slide #18 - study with Oxford - 200 papers *relationship between sustainability and financial performance :*not the first - Deutsche Bank / Univ. of Hamburg study ESG Quant *ESG provides additional information not readily exploited in the market - all about market efficiency :*Straight financials don't give enough information about plans for future; primarily backward looking :*Want to look at how well company will perform in future? Quality of Data - clearly not up to financial data; see it as 10% of what it will been *Where financial data was in the 1920's. See same evolution for ESG data today. *If data isn't that good, lots of work for analysis *Materiality becomes the key Slide #19 - three-step approach *Sustainability process to id investible universe *Cooking metaphor - rather than picking the best companies, pick the best ingredients :*get rid of the bad apples :*proprietary matrix on sustainability and materiality :*identify aggressive and forensic accounting practices ::*balance sheet ratios *believe can create higher-quality universe; get rid of many of the bad apples :*not looking for the greenest companies, best. *get a 1,000 company universe :*[[referenced::Sun Edison]] - as example of bad apple that looks green - greenest web site; green business; deceiving and manipulating investors for years Slide #20 - shows performance impact of better universe *returns 2010 - March 2016; gross of fees Slide #21 - performance for other slices (regional, size) *NB: What's prime versus systematic? == Questions == What is role of equity analyst and rating agency community? *HSBC Answer - we are buy-side; take ESG seriously :*See sophisticated investors increasingly building up ESG capabilities :*buy-side increasingly seeing how ESG helps reduce risk and find opportunities *Tim Verheyden :*buy-side important in rationalizing ESG - people still see it as niche; buy-side uptake will change this *Moderator - also client demand Data and quality. What is impact of Climate-Related Disclosure Initiative/Task Force (Mark Carney/Mike Bloomberg) *Christopher: Very interesting and helpful :*SASB work on metrics for minimum standards on reporting :*Some frustration from companies on how to report ::*Need a platform to allow companies to disclosure basic/standard measures more easily Question for Tim Verheyden - what earnings quality and balance sheet metrics to select investment universe? *earnings quality only done higher up in pyramid *do forensic accounting in first stage sustainability - look at whether company is overstating earnings, etc. Really a *data quality check; ensure the data can be used in quantitative analysis :*AR / Total Sales, etc. [[contributed to::Rob Walker]] - [[contributed to::HSBC]] - leads new team started August 2015 *has climate change team - *has social and governance team *through those two teams, look at ESG issues Published ESG handbook (from zero to 60T? - PRI) *Tested whether there was a link between ESG and performance (Slide #27) :*Outperformance 26% over 5 years since 12/2008 :*Everywhere except in AP ex. Japan :*E was the biggest drivers :*biggest outperformance (monthly?) in US 0.6% Slide #29 - Emerging Markets *EM seem more sensitive to ESG factors *Momentum particularly important - companies moving from lower base to higher base signfiicantly driver outperformance *Biggest driver here is governance - 30% gap between EM & DM; 20% is due to poor governance :*Governance big driver and opportunity in EM Recent research report - not in slide *Momentum in Europe and US did lead to outperformance (Euro XXX Index and S&P 100) *Believes momentum is biggest idea *Momentum - improvements in scores over time and showing increases :*Not just companies with very good ESG; that's priced in. Question - sophisticated investors doing own tools/analysis? Examples? *hedges this..... :*40% of companies disclosing ESG - that needs to improvements :*built own data sets using available data - Thomsen Reuters, Sustainalytics, MSCI, etc. ESG already built-in some places? *Governance viewed by some investors as priced in. Their research shows continuing opportunity [[contributed to::Detlef Glow]] - [[contributed to::Thomson Reuters]] Lipper *Strongly believes (Slide #35) ESG helps avoid losses *Use all the information available to identify good companies *Fiduciary duty - in Germany, advisor has to look at all information :*Example - Board compensation at BP. While oil spill damage increasing, so was board compensation Not surprising that some trustees have put specific bans....like cluster bombs *This has led to increasing overlay management - exclusions plus; highest growth area How should small/medium asset owners (pension funds, etc.) integrate ESG? *Rob: include it all your mandates *Christopher: be clear about your investment beliefs, orienting them around long-term and ESG factors. :*Go beyond that asset managers are using ESG - are they doing analysis different; using alternate benchmarks *Tim: Fiduciary duty - using ESG, avoiding downside risks. Engagement.... Bottom line: '''ESG not just important, it's material'''. 52qgm5cnegdnz0v39r8xbeyblgcmyaf 477 476 2024-05-24T04:54:29Z Michael 1 1 revision imported 476 wikitext text/x-wiki A [[entity of::Bright Talk]] [[activity type::webinar]] held on [[activity date::2016-04-20]]. 950 people on call 250-300 compaines from S&P global large/mid index that best characterize long-term *2.8% Alpha(?) :*concentrated portfolio, but :*tracking error reasonable 2.5% :*risk characteristics similar to S&P large/mid Slide #13 *Characteristics of replacement benchmark Q&A for [[contributed to::RobecoSAM]] *Still hears from Investor Relations reps that aren't getting asked questions about long-term performance *Mobilize capital around long-term investors who want to hear more about the drivers of long-term performance to create more signals to firms *Asset Management industry has "failed" collectively to respond to long-term interests of asset owners *Tells IR reps that they set the agenda. You lay out the themes, then the discussion will flow Comment from [[contributed to::Tim Verheyden]], [[contributed to::Arabesque Investments]] *Not mentioned - earnings game discussion has been going on for a long term :*Arthur Levitt's 1990's letter that quarterly earnings reports motivated short-term thinking :*Larry Fink letter :*Stop giving short-term earnings guidance :*Paul Pohlman - CEO of Unilever ::*Stopped giving earnings guidance on his first day in 2009 ::*Unilever's stock has tripled since then ::*Shows that focusing on the long term can work Integrated Reporting initiative? *Christopher - relevant and useful :*Not a pre-defined format, but focus on the content? Vigeo-EIRIS - How do you define the long term *Christopher - longer than three years :*Most executive compensation packages only go three years :*Most analysts focus on three-year horizon :*30-80% of company value comes from beyond the three-year horizon :*this is where the sustainability analysis can provide so much value == Tim Verheyden, Arabesque == *He wants focus on link between sustainability and performance *maximizing returns and minimize tail risk Slide #18 - study with Oxford - 200 papers *relationship between sustainability and financial performance :*not the first - Deutsche Bank / Univ. of Hamburg study ESG Quant *ESG provides additional information not readily exploited in the market - all about market efficiency :*Straight financials don't give enough information about plans for future; primarily backward looking :*Want to look at how well company will perform in future? Quality of Data - clearly not up to financial data; see it as 10% of what it will been *Where financial data was in the 1920's. See same evolution for ESG data today. *If data isn't that good, lots of work for analysis *Materiality becomes the key Slide #19 - three-step approach *Sustainability process to id investible universe *Cooking metaphor - rather than picking the best companies, pick the best ingredients :*get rid of the bad apples :*proprietary matrix on sustainability and materiality :*identify aggressive and forensic accounting practices ::*balance sheet ratios *believe can create higher-quality universe; get rid of many of the bad apples :*not looking for the greenest companies, best. *get a 1,000 company universe :*[[referenced::Sun Edison]] - as example of bad apple that looks green - greenest web site; green business; deceiving and manipulating investors for years Slide #20 - shows performance impact of better universe *returns 2010 - March 2016; gross of fees Slide #21 - performance for other slices (regional, size) *NB: What's prime versus systematic? == Questions == What is role of equity analyst and rating agency community? *HSBC Answer - we are buy-side; take ESG seriously :*See sophisticated investors increasingly building up ESG capabilities :*buy-side increasingly seeing how ESG helps reduce risk and find opportunities *Tim Verheyden :*buy-side important in rationalizing ESG - people still see it as niche; buy-side uptake will change this *Moderator - also client demand Data and quality. What is impact of Climate-Related Disclosure Initiative/Task Force (Mark Carney/Mike Bloomberg) *Christopher: Very interesting and helpful :*SASB work on metrics for minimum standards on reporting :*Some frustration from companies on how to report ::*Need a platform to allow companies to disclosure basic/standard measures more easily Question for Tim Verheyden - what earnings quality and balance sheet metrics to select investment universe? *earnings quality only done higher up in pyramid *do forensic accounting in first stage sustainability - look at whether company is overstating earnings, etc. Really a *data quality check; ensure the data can be used in quantitative analysis :*AR / Total Sales, etc. [[contributed to::Rob Walker]] - [[contributed to::HSBC]] - leads new team started August 2015 *has climate change team - *has social and governance team *through those two teams, look at ESG issues Published ESG handbook (from zero to 60T? - PRI) *Tested whether there was a link between ESG and performance (Slide #27) :*Outperformance 26% over 5 years since 12/2008 :*Everywhere except in AP ex. Japan :*E was the biggest drivers :*biggest outperformance (monthly?) in US 0.6% Slide #29 - Emerging Markets *EM seem more sensitive to ESG factors *Momentum particularly important - companies moving from lower base to higher base signfiicantly driver outperformance *Biggest driver here is governance - 30% gap between EM & DM; 20% is due to poor governance :*Governance big driver and opportunity in EM Recent research report - not in slide *Momentum in Europe and US did lead to outperformance (Euro XXX Index and S&P 100) *Believes momentum is biggest idea *Momentum - improvements in scores over time and showing increases :*Not just companies with very good ESG; that's priced in. Question - sophisticated investors doing own tools/analysis? Examples? *hedges this..... :*40% of companies disclosing ESG - that needs to improvements :*built own data sets using available data - Thomsen Reuters, Sustainalytics, MSCI, etc. ESG already built-in some places? *Governance viewed by some investors as priced in. Their research shows continuing opportunity [[contributed to::Detlef Glow]] - [[contributed to::Thomson Reuters]] Lipper *Strongly believes (Slide #35) ESG helps avoid losses *Use all the information available to identify good companies *Fiduciary duty - in Germany, advisor has to look at all information :*Example - Board compensation at BP. While oil spill damage increasing, so was board compensation Not surprising that some trustees have put specific bans....like cluster bombs *This has led to increasing overlay management - exclusions plus; highest growth area How should small/medium asset owners (pension funds, etc.) integrate ESG? *Rob: include it all your mandates *Christopher: be clear about your investment beliefs, orienting them around long-term and ESG factors. :*Go beyond that asset managers are using ESG - are they doing analysis different; using alternate benchmarks *Tim: Fiduciary duty - using ESG, avoiding downside risks. Engagement.... Bottom line: '''ESG not just important, it's material'''. 52qgm5cnegdnz0v39r8xbeyblgcmyaf 0 255 478 2016-04-26T18:09:47Z Greis>Michael 0 478 wikitext text/x-wiki A [[entity of::CFA Institute]] [[activity type::webinar]] held on [[activity date::2016-04-26]]. '''NB: Find slides on CFAI web site''' Presenter: [[is a member of::Jens Zimmerman]] - Equity Analyst VP Bank *Jens Zimmermann, CFA, is an equity analyst on the buy side for VP Bank. His research has been featured in the print media and on news channels (CNBC and Bloomberg TV). Mr. Zimmermann started his career as a fundamental research analyst for Standard & Poor’s before he moved into sell-side equity research for UniCredit Bank, where he covered small- and mid-cap companies from the industrial, material, utility, and transportation sectors. He continued his career as a buy-side equity analyst for ABN AMRO, where he analyzed European and North American oil and gas companies from all subsectors before moving to energy consulting firm Wood Mackenzie as an energy market analyst for the Middle East. Mr. Zimmermann holds a MBA degree from the University of Munich and an MA degree in global finance from the University of Denver. == Overview == In this webinar, Jens Zimmermann, CFA, an equity analyst with focused expertise in the energy markets, will analyze the underlying drivers and key trends of the oil and gas industry, focusing on the following sub-sectors: integrated oils, exploration and production, refining and marketing, and oil services. In this context, Mr. Zimmermann will address the following questions: *Has the industry bottomed? *Are there different share price drivers for companies in different sub-sectors? *What equity valuation methods should practitioners focus on for the industry? *How has the industry’s valuation relative to the broad market changed over the past two industry cycles? *Have different sub-sectors moved through a cyclical or secular re-rating that may affect their valuation level in the next industry cycle? == Segments == Segments: *[[#Exploration and Production Companies|Exploration and Production Companies]] *[[#Integrated Oil Companies|Integrated Oil Companies]] *[[#Refiners|Refiners]] - Refining & Marketing *[[#Oil Services Providers|Oil Services Providers]] :*Oil Field Services :*Engineering & Construction === Exploration and Production Companies === *Typically smaller, fast-growing companies *These are the companies behind the shale boom in the US When gas oversupply began, companies moved to '''wet gas''', '''oil''' or '''NGL''' '''Oil-focused''' E&P: *Oil prices drive profits....share prices track oil prices :*Chart example - 90% correlation between E&P Index '''Gas-focused''' E&P: *Share prices track gas prices *These firms had to turn heavily to the debt market to fund exploration. They are significantly exposed to bad loans *Expect many? more to file for bankruptcy in 2016 === Integrated Oil Companies === *Large downstream component is considered a defensive component in time of falling oil prices. Size can be a problems - lose about 10% of production a year *Exxon - 4M barrels/day :*To grow 5%, have to replace 10% as well - 600,000 barrels/day/year ::*That's bigger than Apache *BP (&Chevron?) - 3M barrels/day *Production revenues stagnated/declined in late '00s. *Investors are skeptical of even modest growth targets *But IOPs have strong balance sheets and financials *Why do investors buy them (compared to E&P)? :*Because they can provide regular dividends - return cash to investors *In a time of low oil prices, IOPs will cut capex to preserve their dividends *IOPs track oil prices as well, but not as volatile (as E&P) *If need exposure to energy during times of falling oil prices (lower right chart), own IOPs. *Otherwise, avoid both E&P & IOP === Refiners === Also known as '''Downstream producers''' Oil types: *Sweet crude - lower sulfur content, requires less processing *Sour crude - higher sulfur content *Heavy *Light Quality of products declines from light sweet to heavy sour feedstocks *'''Complex refinery''' improves the relative quality of the products *'''Simple refinery''' doesn't '''321 Reference Margin''' *To produce 3 parts gasoline : 2 parts () : 1 part (fuel oil) Can defend profit margins during rising gasoline - to a point *e.g., $4/gallon in US Refining margins are a good indicator of profitability for these companies Crude oil price should be an inverse relationship with refiner profitability because crude oil is a core cost *Not that simple, because refiners can pass on increases to a point Relative performance - E&P to Refining margin *Refining margins increase, refiners benefit relative to E&P === Oil Services Providers === *Their revenue depends on the capex and drilling activity of the majors and the E&P companies *Track oil prices ''indirectly'' with a lag *Share prices are highly correlated with oil prices :*High betat OSPs outperform IOP when prices increase - but only '''relative''' to other oil/energy sectors Oil Field Services sub-segment Dominated by big 4 in US; *Baker Hughes *Halliburton *Schlumberger *Weatherford Anti-trust concerns may torpedo announced Baker Hughes - Weatherford(?) merger. '''Rig Count''' strong indicator of activity. *Gas Rig count began big collapse in 2008 *Oil rig count increased, but then fell in 2014/15 *Collective decline hit industry hard in 2015 == Valuing companies == *Absolute value :DCF - all subsectors :NAV - E&P, IOP, CD :DDM - IOP *Market-based valuation multiples :EV/EBITDA - all subsectors - because highly cyclical and capital intensive industry :EV/EBITDAX - EP& IOP - captures difference between capitalizing and expensing exploration costs within industry :Price/Book - used in all because easy, but heavily criticized :Dividend Yield - IO '''James Valentine''' - also offers his analysis in seminar with CFAI? *MSCI Energy Index P/E discussion (not clear on this) :*P/E relative to world didn't follow Historical average discount to market 5% *IOPs have undergone a secular P/E revision downward. :*Notes? *#&C have fluctuated between - 22% discount and 40% premium to MSCI Energy Index benchmark :*These should apply going forward '''EV/EBITDA(X)''' range *MSCI Energy Index *Subsectors - must greater volatility than MSCI energy :*OS & CD have widest range == Summary == *Buy IOP - Dividend yields *E&P - Production growth *Refiners - margins *OSP? - rig count == Questions == What is typical time lag between price decline and reaction? - Depends on sub-sector *IOP have to cut back immediately *OSP cut back quickly - rig counts *Others longer? Valuation for emerging market companies - how take into account significant government role? *Semi-national companies :*Slap a discount on top of valuation relative to percent government ownership :*In DCF analysis, discount rate Canadian shale oil producers - potential carbon price impact? *Yes, but bigger problem is the high cost - much higher breakeven price *Negative outlook *In US, price recovery to $50 would allow many to restart ---- 1dxadmm0kgtiaikeyacwphtjeq2w02b 479 478 2024-05-24T04:54:29Z Michael 1 1 revision imported 478 wikitext text/x-wiki A [[entity of::CFA Institute]] [[activity type::webinar]] held on [[activity date::2016-04-26]]. '''NB: Find slides on CFAI web site''' Presenter: [[is a member of::Jens Zimmerman]] - Equity Analyst VP Bank *Jens Zimmermann, CFA, is an equity analyst on the buy side for VP Bank. His research has been featured in the print media and on news channels (CNBC and Bloomberg TV). Mr. Zimmermann started his career as a fundamental research analyst for Standard & Poor’s before he moved into sell-side equity research for UniCredit Bank, where he covered small- and mid-cap companies from the industrial, material, utility, and transportation sectors. He continued his career as a buy-side equity analyst for ABN AMRO, where he analyzed European and North American oil and gas companies from all subsectors before moving to energy consulting firm Wood Mackenzie as an energy market analyst for the Middle East. Mr. Zimmermann holds a MBA degree from the University of Munich and an MA degree in global finance from the University of Denver. == Overview == In this webinar, Jens Zimmermann, CFA, an equity analyst with focused expertise in the energy markets, will analyze the underlying drivers and key trends of the oil and gas industry, focusing on the following sub-sectors: integrated oils, exploration and production, refining and marketing, and oil services. In this context, Mr. Zimmermann will address the following questions: *Has the industry bottomed? *Are there different share price drivers for companies in different sub-sectors? *What equity valuation methods should practitioners focus on for the industry? *How has the industry’s valuation relative to the broad market changed over the past two industry cycles? *Have different sub-sectors moved through a cyclical or secular re-rating that may affect their valuation level in the next industry cycle? == Segments == Segments: *[[#Exploration and Production Companies|Exploration and Production Companies]] *[[#Integrated Oil Companies|Integrated Oil Companies]] *[[#Refiners|Refiners]] - Refining & Marketing *[[#Oil Services Providers|Oil Services Providers]] :*Oil Field Services :*Engineering & Construction === Exploration and Production Companies === *Typically smaller, fast-growing companies *These are the companies behind the shale boom in the US When gas oversupply began, companies moved to '''wet gas''', '''oil''' or '''NGL''' '''Oil-focused''' E&P: *Oil prices drive profits....share prices track oil prices :*Chart example - 90% correlation between E&P Index '''Gas-focused''' E&P: *Share prices track gas prices *These firms had to turn heavily to the debt market to fund exploration. They are significantly exposed to bad loans *Expect many? more to file for bankruptcy in 2016 === Integrated Oil Companies === *Large downstream component is considered a defensive component in time of falling oil prices. Size can be a problems - lose about 10% of production a year *Exxon - 4M barrels/day :*To grow 5%, have to replace 10% as well - 600,000 barrels/day/year ::*That's bigger than Apache *BP (&Chevron?) - 3M barrels/day *Production revenues stagnated/declined in late '00s. *Investors are skeptical of even modest growth targets *But IOPs have strong balance sheets and financials *Why do investors buy them (compared to E&P)? :*Because they can provide regular dividends - return cash to investors *In a time of low oil prices, IOPs will cut capex to preserve their dividends *IOPs track oil prices as well, but not as volatile (as E&P) *If need exposure to energy during times of falling oil prices (lower right chart), own IOPs. *Otherwise, avoid both E&P & IOP === Refiners === Also known as '''Downstream producers''' Oil types: *Sweet crude - lower sulfur content, requires less processing *Sour crude - higher sulfur content *Heavy *Light Quality of products declines from light sweet to heavy sour feedstocks *'''Complex refinery''' improves the relative quality of the products *'''Simple refinery''' doesn't '''321 Reference Margin''' *To produce 3 parts gasoline : 2 parts () : 1 part (fuel oil) Can defend profit margins during rising gasoline - to a point *e.g., $4/gallon in US Refining margins are a good indicator of profitability for these companies Crude oil price should be an inverse relationship with refiner profitability because crude oil is a core cost *Not that simple, because refiners can pass on increases to a point Relative performance - E&P to Refining margin *Refining margins increase, refiners benefit relative to E&P === Oil Services Providers === *Their revenue depends on the capex and drilling activity of the majors and the E&P companies *Track oil prices ''indirectly'' with a lag *Share prices are highly correlated with oil prices :*High betat OSPs outperform IOP when prices increase - but only '''relative''' to other oil/energy sectors Oil Field Services sub-segment Dominated by big 4 in US; *Baker Hughes *Halliburton *Schlumberger *Weatherford Anti-trust concerns may torpedo announced Baker Hughes - Weatherford(?) merger. '''Rig Count''' strong indicator of activity. *Gas Rig count began big collapse in 2008 *Oil rig count increased, but then fell in 2014/15 *Collective decline hit industry hard in 2015 == Valuing companies == *Absolute value :DCF - all subsectors :NAV - E&P, IOP, CD :DDM - IOP *Market-based valuation multiples :EV/EBITDA - all subsectors - because highly cyclical and capital intensive industry :EV/EBITDAX - EP& IOP - captures difference between capitalizing and expensing exploration costs within industry :Price/Book - used in all because easy, but heavily criticized :Dividend Yield - IO '''James Valentine''' - also offers his analysis in seminar with CFAI? *MSCI Energy Index P/E discussion (not clear on this) :*P/E relative to world didn't follow Historical average discount to market 5% *IOPs have undergone a secular P/E revision downward. :*Notes? *#&C have fluctuated between - 22% discount and 40% premium to MSCI Energy Index benchmark :*These should apply going forward '''EV/EBITDA(X)''' range *MSCI Energy Index *Subsectors - must greater volatility than MSCI energy :*OS & CD have widest range == Summary == *Buy IOP - Dividend yields *E&P - Production growth *Refiners - margins *OSP? - rig count == Questions == What is typical time lag between price decline and reaction? - Depends on sub-sector *IOP have to cut back immediately *OSP cut back quickly - rig counts *Others longer? Valuation for emerging market companies - how take into account significant government role? *Semi-national companies :*Slap a discount on top of valuation relative to percent government ownership :*In DCF analysis, discount rate Canadian shale oil producers - potential carbon price impact? *Yes, but bigger problem is the high cost - much higher breakeven price *Negative outlook *In US, price recovery to $50 would allow many to restart ---- 1dxadmm0kgtiaikeyacwphtjeq2w02b 0 256 480 2020-11-30T23:17:03Z Greis>Michael 0 480 wikitext text/x-wiki [[topical resource for::Shareholder Engagement| ]][[topical resource for::Fossil Fuels| ]] A [[entity of::Responsible Investor]] [[activity type::webinar]] held on [[activity date::2016-05-12]]. [https://www.brighttalk.com/webcast/14001/204829 Link to podcast and supporting materials] - Materials also downloaded to Zotero == Participants == *[[is a member of::Edward Mason]] - Head of Responsible Investment, Church Commissioners, UK *[[is a member of::Anne Simpson]] - Investment Director, Global Governance, CalPERS *[[is a member of::Patrick Doherty]] - Director, Corporate Governance, NYS Office of the State Comptroller *[[is a member of::Shanna Cleveland]] - Senior Manager, Carbon Asset Risk Initiative, Ceres *[[is a member of::Helen Wildsmith]] - Stewardship Director, Climate Change,CCLA Investment Management *[[is a member of::David Brooksbank]] - Editor, Responsible-Investor.com == Participant Remarks == '''Anne Simpson''': *Rationale is fiduciary duty *Differs in different jurisdictions, but... *Fundamental duties of prudence and care *In a position with global energy system that poses extreme risk Shareholder Resolution - Won 49.4% of vote '''Patrick Doherty''': *() DeNapoli, State Treasurer, sole trustee *$180? billion assets *NYS Retirement - 1 million employees & retired *Have $850 million in ExxonMobil shares *Resolution rationale: :*Paris was a watershed :*Climate Risk has an impact - we want to know how it will affect our investments '''Shanna Cleveland''': *Not a new initiative - see slides (2011? Europe, etc.) *ExxonMobil report in 2014? said none of their assets were at risk because world leaders would not take action *Seen a lot of movement from other companies - BHP Billiton *Paris was a watershed *See companies like Chevron and Exxon take steps to reduce short term risk from price swings, but not to address long-term issue of energy transition *Key issue that needs to be addressed in the strategic plans of the company == Questions == '''Why doesn't Exxon respond? If they pretend thee issue doesn't exist, do they think it and we will go away?''' *(Edward?) Exxon response very different from companies in Europe - pointed, litigious, attempts to stop resolutions *(Patrick) - SEC confirmed our assertion that the company did not address the issues, and the resolution can go forward. :*Previous response by Exxon has been pro forma... *(Anne?) - If we can't talk with board, can't assess differing views. Concerned that long-term investors be able work with board on long-term strategy :*Resolution 7 (climate risk disclosure) and Resolution 12 (Board Accountability) both need to pass :*We need to "link arms" with companies on the long term :*On Exxon, the "door is shut" '''Upcoming retirement of Rex Tillotson. Will it signal a change?''' *Patrick - Remember previous CEO (Lee Raymond). People said things would change with Tillotson - didnt'. *Helen? - this isn't personality, it's policy - ability to talk to board *Patrick - filing a shareholder resolution is the only way to get to board (filed resolution goes to board for their review) *Edward - reinforce point - not personalities - it's about a reasonable disclosure policy '''Is company truly not giving enough information?''' *Patrick - Paris agreement a watershed - changed the landscape :*Global momentum to action. Companies must look at scenarios like a 2% temperature increase and tell us what they think the impact will be *Shanna - companies need to stress test their portfolio of assets against those scenarios and tell us what they will do *Patrick - peer companies have committed to produce such a report '''Resolution 13''' *Shanna - purpose is to get companies to think "outside the barrel" - what is the impact of many potential changes in the energy landscape - solar, storage? '''What role can asset owners play in persuading these companies to diversify into clean energy?''' *(Edward) Question for AM and AO - interesting, but this resolution is just about disclosure - what is the impact?(Edward) :*Companies are best positioned to set the strategy :*Exxon's response is "trust us" :*We are simply asking, if this happens, what is the impact on business strategies *(Anne) - must be clear on division of labor :*Asset owners/shareholders provide capital and hold board accountable. :*Board oversees management :*We are asking board to address the risk and the transition - not providing the answer :*The 2% and other scenarios are critical to understand this :*We supported NYS proposal :*Very regretful that Exxon responded with letters telling SEC to ignore CalPERS :*Very pleased that the SEC rejected this. SEC said NYS resolution should proceed, and quoted the CalPERS as well *(Pat) - Made point with company execs that their unwillingness to respond doesn't mean Exxon isn't looking at this issue; in fact confident they are. Problem is their not telling their shareholders *(Edward) - Said letter was originally put together and signed by both NYS and CCUK. Exxon successful in fighting inclusion of CCUK as signer. Patrick says did get content into the letter itself. '''Exxon providing share buybacks, etc. Credit downgrade - does Exxon have a responsibility to respond on impact?''' *(Anne) - question about capital allocation is fundamental :*Haven't developed a position of share buybacks in a time of low-interest rates giving companies artificial boost by doing share buybacks :*We not pleased to see "raiding the cookie jar" :*Issue with Apple as well (?) :*Want ability to vote for (individual) directors - elect candidates :*Seeking a governance architecture that addresses (these issues) ::*Old adage - "if you have a dog, don't bark" - the board should do the barking *(Edward) - So much of what this is about is capital allocation, which is a problem for this industry generally :*By requiring annual reports on impact of 2% will provide a strong reporting discipline to allow investors to evaluate company decisions of capital allocation during a very risky transition. '''What would constitute success?''' *(Anne) - very encouraged to see results at Occidental. :*Ceres resolution won 49.9% :*15% abstained :*i.e. a '''minority''' of shareholders said they didn't want climate reporting *(Patrick) - feel good. Victory is when we get company to move in our direction, take seriously what we are asking for and respond :*Believe that Exxon are doing this work and will ultimately respond :*We are not going away - we have been long-term shareholders for years and will continue to be :*A significant vote is what each company sees as significant (and acts on it) *(Edward) - It's about reporting :*Want response like at AngloAmerican, Glencore :*Wider signaling that climate change is happening and is important :*Not being prescriptive in company strategy - want disclosure :*Hope for good response on '''May 25th''' *(Anne) - Response would be a strong signal to other investors and companies :*Having it be understood that climate change is a mainstream investment issue *(Patrick) - these resolutions are requests, not binding :*A significant vote sends a significant signal to the company *(Shanna) - other companies' disclosures present a serious risk to Exxon and Chevron if they don't respond :*New SEC concept paper :*'''Total''' saying they will integrate 2% scenario into their strategy, buy a battery company :*'''ConocoPhilips''' - abandon deepwater drilling. Addressing capital allocation in strategy. '''Are these resonating with beneficiaries?''' *(Patrick) We get a lot of positive feedback - letters, conversations with unions *(Anne) We have had a lot of stakeholder engagement :*Get pressure from organizations like 350.org that we should divest :*That won't change anything - we need to act like the owners we are :*Get aligned with multi-factor risk analysis and long-term investing :*Not all doom and gloom - presents opportunities :*Engagement is not a feeble alternative to divestment - can be "the change you want to see in the world" *(Edward) Exactly what our shareholders want us to do - not a (ethical?) resolution - is about us being good long-term stewards of our investments ---- ob1sa6zvnhj13oc1ipqz42uppe51fo9 481 480 2024-05-24T04:54:29Z Michael 1 1 revision imported 480 wikitext text/x-wiki [[topical resource for::Shareholder Engagement| ]][[topical resource for::Fossil Fuels| ]] A [[entity of::Responsible Investor]] [[activity type::webinar]] held on [[activity date::2016-05-12]]. [https://www.brighttalk.com/webcast/14001/204829 Link to podcast and supporting materials] - Materials also downloaded to Zotero == Participants == *[[is a member of::Edward Mason]] - Head of Responsible Investment, Church Commissioners, UK *[[is a member of::Anne Simpson]] - Investment Director, Global Governance, CalPERS *[[is a member of::Patrick Doherty]] - Director, Corporate Governance, NYS Office of the State Comptroller *[[is a member of::Shanna Cleveland]] - Senior Manager, Carbon Asset Risk Initiative, Ceres *[[is a member of::Helen Wildsmith]] - Stewardship Director, Climate Change,CCLA Investment Management *[[is a member of::David Brooksbank]] - Editor, Responsible-Investor.com == Participant Remarks == '''Anne Simpson''': *Rationale is fiduciary duty *Differs in different jurisdictions, but... *Fundamental duties of prudence and care *In a position with global energy system that poses extreme risk Shareholder Resolution - Won 49.4% of vote '''Patrick Doherty''': *() DeNapoli, State Treasurer, sole trustee *$180? billion assets *NYS Retirement - 1 million employees & retired *Have $850 million in ExxonMobil shares *Resolution rationale: :*Paris was a watershed :*Climate Risk has an impact - we want to know how it will affect our investments '''Shanna Cleveland''': *Not a new initiative - see slides (2011? Europe, etc.) *ExxonMobil report in 2014? said none of their assets were at risk because world leaders would not take action *Seen a lot of movement from other companies - BHP Billiton *Paris was a watershed *See companies like Chevron and Exxon take steps to reduce short term risk from price swings, but not to address long-term issue of energy transition *Key issue that needs to be addressed in the strategic plans of the company == Questions == '''Why doesn't Exxon respond? If they pretend thee issue doesn't exist, do they think it and we will go away?''' *(Edward?) Exxon response very different from companies in Europe - pointed, litigious, attempts to stop resolutions *(Patrick) - SEC confirmed our assertion that the company did not address the issues, and the resolution can go forward. :*Previous response by Exxon has been pro forma... *(Anne?) - If we can't talk with board, can't assess differing views. Concerned that long-term investors be able work with board on long-term strategy :*Resolution 7 (climate risk disclosure) and Resolution 12 (Board Accountability) both need to pass :*We need to "link arms" with companies on the long term :*On Exxon, the "door is shut" '''Upcoming retirement of Rex Tillotson. Will it signal a change?''' *Patrick - Remember previous CEO (Lee Raymond). People said things would change with Tillotson - didnt'. *Helen? - this isn't personality, it's policy - ability to talk to board *Patrick - filing a shareholder resolution is the only way to get to board (filed resolution goes to board for their review) *Edward - reinforce point - not personalities - it's about a reasonable disclosure policy '''Is company truly not giving enough information?''' *Patrick - Paris agreement a watershed - changed the landscape :*Global momentum to action. Companies must look at scenarios like a 2% temperature increase and tell us what they think the impact will be *Shanna - companies need to stress test their portfolio of assets against those scenarios and tell us what they will do *Patrick - peer companies have committed to produce such a report '''Resolution 13''' *Shanna - purpose is to get companies to think "outside the barrel" - what is the impact of many potential changes in the energy landscape - solar, storage? '''What role can asset owners play in persuading these companies to diversify into clean energy?''' *(Edward) Question for AM and AO - interesting, but this resolution is just about disclosure - what is the impact?(Edward) :*Companies are best positioned to set the strategy :*Exxon's response is "trust us" :*We are simply asking, if this happens, what is the impact on business strategies *(Anne) - must be clear on division of labor :*Asset owners/shareholders provide capital and hold board accountable. :*Board oversees management :*We are asking board to address the risk and the transition - not providing the answer :*The 2% and other scenarios are critical to understand this :*We supported NYS proposal :*Very regretful that Exxon responded with letters telling SEC to ignore CalPERS :*Very pleased that the SEC rejected this. SEC said NYS resolution should proceed, and quoted the CalPERS as well *(Pat) - Made point with company execs that their unwillingness to respond doesn't mean Exxon isn't looking at this issue; in fact confident they are. Problem is their not telling their shareholders *(Edward) - Said letter was originally put together and signed by both NYS and CCUK. Exxon successful in fighting inclusion of CCUK as signer. Patrick says did get content into the letter itself. '''Exxon providing share buybacks, etc. Credit downgrade - does Exxon have a responsibility to respond on impact?''' *(Anne) - question about capital allocation is fundamental :*Haven't developed a position of share buybacks in a time of low-interest rates giving companies artificial boost by doing share buybacks :*We not pleased to see "raiding the cookie jar" :*Issue with Apple as well (?) :*Want ability to vote for (individual) directors - elect candidates :*Seeking a governance architecture that addresses (these issues) ::*Old adage - "if you have a dog, don't bark" - the board should do the barking *(Edward) - So much of what this is about is capital allocation, which is a problem for this industry generally :*By requiring annual reports on impact of 2% will provide a strong reporting discipline to allow investors to evaluate company decisions of capital allocation during a very risky transition. '''What would constitute success?''' *(Anne) - very encouraged to see results at Occidental. :*Ceres resolution won 49.9% :*15% abstained :*i.e. a '''minority''' of shareholders said they didn't want climate reporting *(Patrick) - feel good. Victory is when we get company to move in our direction, take seriously what we are asking for and respond :*Believe that Exxon are doing this work and will ultimately respond :*We are not going away - we have been long-term shareholders for years and will continue to be :*A significant vote is what each company sees as significant (and acts on it) *(Edward) - It's about reporting :*Want response like at AngloAmerican, Glencore :*Wider signaling that climate change is happening and is important :*Not being prescriptive in company strategy - want disclosure :*Hope for good response on '''May 25th''' *(Anne) - Response would be a strong signal to other investors and companies :*Having it be understood that climate change is a mainstream investment issue *(Patrick) - these resolutions are requests, not binding :*A significant vote sends a significant signal to the company *(Shanna) - other companies' disclosures present a serious risk to Exxon and Chevron if they don't respond :*New SEC concept paper :*'''Total''' saying they will integrate 2% scenario into their strategy, buy a battery company :*'''ConocoPhilips''' - abandon deepwater drilling. Addressing capital allocation in strategy. '''Are these resonating with beneficiaries?''' *(Patrick) We get a lot of positive feedback - letters, conversations with unions *(Anne) We have had a lot of stakeholder engagement :*Get pressure from organizations like 350.org that we should divest :*That won't change anything - we need to act like the owners we are :*Get aligned with multi-factor risk analysis and long-term investing :*Not all doom and gloom - presents opportunities :*Engagement is not a feeble alternative to divestment - can be "the change you want to see in the world" *(Edward) Exactly what our shareholders want us to do - not a (ethical?) resolution - is about us being good long-term stewards of our investments ---- ob1sa6zvnhj13oc1ipqz42uppe51fo9 0 257 482 2016-07-29T21:49:50Z Greis>Michael 0 Undo revision 16778 by [[Special:Contributions/Michael|Michael]] ([[User talk:Michael|talk]]) 482 wikitext text/x-wiki A [[entity of::First Affirmative Financial Network]] and [[entity of::BASIC]] [[activity type::full-day conference]] held on [[activity date::2016-07-14]]. == [[contributed to::John Streur]] == *Audio from file '''John Streur''' Calvert's mission is to connect the global capital markets to positive change. :*Move the world forward :*Urgent to assess challenges facing society - environmental situation and justics :*Extremely urgent to find solutions (+40ss) Take company improvement extremely seriously - research system and engagement activities designed not primarily to avoid bad companies (that's easy), but ''to find companies that are leading positive solutions''' (1.00m) *Systems designed ''to engage with companies and help corporate management improve their behaviors substantially'' Be clear - role of corporation has evolved substainatially :*All of us ''expect companies to help us solve our most pressing social and environmental problems"" (+1:25m) ::*less able to depend on our political system to solve problems, companies to play large role When we think about companies ''moving from non-investable to investable status'' - all the time (+1:55m) :*What are the metrics that tell us whether management team is ''effectively dealing with risks that company poses to society and the environment'' :*Are they ''global leader in managing those risks and in moving themselves and their entire industry peer group forward'' (s +2:20) Calvert's research system *Examines metrics that change from daily to annually *Large volume of data Bring that data to company management - where they rank *Why it's important that they improve and how we think that will impact their share price (s +2:58) Some companies change - reformed themselves - gone from global laggards to global leaders (s +3:10) *'''Ford''' :*Shareholder letter - outrage because of Ford's 1970's & 80's on gas tank flaws (e 4:10) :*Not the same company today :*Calvert focuses on what the company is doing today and will do tomorrow Examples of companies they don't invest in (s +3:48) *About 30% of *Ball? company *Ford (s +6:20) - Fuel efficiency was keeping them out of Calvert's portfolio. They addressed that *General Electric (s +7:45) - Under Jack Welch - didn't like Welch personnel policies, environmental legacy and "shareholder value" :*Times have changes (s +8:50) - Jeff Immelt has a completely different view, embraced sustainability, etc. :*Have to engage and communicate with shareholders to explain - they don't have the research platform. Calvert end 10:15 == Sonia Kowal == *Notes primarily from audio (Impact1 is raw file - probably won't retain it) We all have a lot in common - all worked at Calvert. Feels a little like West Virginia (we won't tweet that). Deliver returns to clients, "give them some hope that will world will continue for their children, (still a worthwhile place to live), are doing this kind of investing not just to get more money, but also to improve the world (or at least to hurt it less)." Companies that have a lighter footprint, but still make money. We '''avoid bad companies''' - here's what we do Picking up the signals early (may or may not be in material areas) *BP - safety record *Tepco - tsunami wasn't their fault, but who puts 24 nuclear reactors at sea level in the world's most seismically active area Companies that are turning around *"Wouldn't be much of a church if the sinners are not welcome to come repent" *Looking to recognize those companies early :*It's really hard to find a perfect company - call me if you find one :*Most of the times, companies with the best ESG policies have had a disaster :*learned that they should have policies to keep that from happening again :*significant danger - up to 85% of market cap of large public companies can be intangibles, :*can lose a lot of value fast :*getting it back is hard *want to recognize those - when they are finished with problems and will be good companies :*there are false positives - wish there were a formula When to push the button *You're ready to be added *You do not look like a well governed company :*Everyone loves Apple - but they've had stock option backdating issues for years; wouldn't admit is happened, wouldn't fix it. :*If that guy dies (which he did) - genius at product design, not good at governance Getting either of those signals wrong, you'll be a follower of value, not a creator of value *Want to pick up those signals of change *Tends to be a better predictor of value than (something) - trend is important (From notes and audio recording) hs06vhlhw8lfgs7g6obu71s1eeojv84 483 482 2024-05-24T04:54:29Z Michael 1 1 revision imported 482 wikitext text/x-wiki A [[entity of::First Affirmative Financial Network]] and [[entity of::BASIC]] [[activity type::full-day conference]] held on [[activity date::2016-07-14]]. == [[contributed to::John Streur]] == *Audio from file '''John Streur''' Calvert's mission is to connect the global capital markets to positive change. :*Move the world forward :*Urgent to assess challenges facing society - environmental situation and justics :*Extremely urgent to find solutions (+40ss) Take company improvement extremely seriously - research system and engagement activities designed not primarily to avoid bad companies (that's easy), but ''to find companies that are leading positive solutions''' (1.00m) *Systems designed ''to engage with companies and help corporate management improve their behaviors substantially'' Be clear - role of corporation has evolved substainatially :*All of us ''expect companies to help us solve our most pressing social and environmental problems"" (+1:25m) ::*less able to depend on our political system to solve problems, companies to play large role When we think about companies ''moving from non-investable to investable status'' - all the time (+1:55m) :*What are the metrics that tell us whether management team is ''effectively dealing with risks that company poses to society and the environment'' :*Are they ''global leader in managing those risks and in moving themselves and their entire industry peer group forward'' (s +2:20) Calvert's research system *Examines metrics that change from daily to annually *Large volume of data Bring that data to company management - where they rank *Why it's important that they improve and how we think that will impact their share price (s +2:58) Some companies change - reformed themselves - gone from global laggards to global leaders (s +3:10) *'''Ford''' :*Shareholder letter - outrage because of Ford's 1970's & 80's on gas tank flaws (e 4:10) :*Not the same company today :*Calvert focuses on what the company is doing today and will do tomorrow Examples of companies they don't invest in (s +3:48) *About 30% of *Ball? company *Ford (s +6:20) - Fuel efficiency was keeping them out of Calvert's portfolio. They addressed that *General Electric (s +7:45) - Under Jack Welch - didn't like Welch personnel policies, environmental legacy and "shareholder value" :*Times have changes (s +8:50) - Jeff Immelt has a completely different view, embraced sustainability, etc. :*Have to engage and communicate with shareholders to explain - they don't have the research platform. Calvert end 10:15 == Sonia Kowal == *Notes primarily from audio (Impact1 is raw file - probably won't retain it) We all have a lot in common - all worked at Calvert. Feels a little like West Virginia (we won't tweet that). Deliver returns to clients, "give them some hope that will world will continue for their children, (still a worthwhile place to live), are doing this kind of investing not just to get more money, but also to improve the world (or at least to hurt it less)." Companies that have a lighter footprint, but still make money. We '''avoid bad companies''' - here's what we do Picking up the signals early (may or may not be in material areas) *BP - safety record *Tepco - tsunami wasn't their fault, but who puts 24 nuclear reactors at sea level in the world's most seismically active area Companies that are turning around *"Wouldn't be much of a church if the sinners are not welcome to come repent" *Looking to recognize those companies early :*It's really hard to find a perfect company - call me if you find one :*Most of the times, companies with the best ESG policies have had a disaster :*learned that they should have policies to keep that from happening again :*significant danger - up to 85% of market cap of large public companies can be intangibles, :*can lose a lot of value fast :*getting it back is hard *want to recognize those - when they are finished with problems and will be good companies :*there are false positives - wish there were a formula When to push the button *You're ready to be added *You do not look like a well governed company :*Everyone loves Apple - but they've had stock option backdating issues for years; wouldn't admit is happened, wouldn't fix it. :*If that guy dies (which he did) - genius at product design, not good at governance Getting either of those signals wrong, you'll be a follower of value, not a creator of value *Want to pick up those signals of change *Tends to be a better predictor of value than (something) - trend is important (From notes and audio recording) hs06vhlhw8lfgs7g6obu71s1eeojv84 0 258 484 2016-07-27T18:19:54Z Greis>Michael 0 484 wikitext text/x-wiki A [[entity of::SASB]] [[activity type::webinar]] held on [[activity date::2016-07-27]]. Agenda: *Overview of Level II *Compare Level I and Level II exams *Opportunities for early-bird Level II test takers Presenters: *'''Nicolai Lundy''' - SASB Director of Education *'''Tessie Petion)''' - Domini Social Investments *'''Tom Raymond''' - Hormel Foods '''Overview''' About '''300''' Level I test takers so far. Primarily corporate sustainability,(). *Recently more uptake from finance and accounting NB: Wonder how many are investment management? '''Comparison''' *Level I - principles, facts, themes *Level II - practices - case studies Tessie - level II is much more like the research analysis work she does (investment analyst, etc.) Question: Is portfolio management, investment analysis needed? How much "math"? *Tessie - No advanced math. Normalizing data, etc. Doesn't require specific finance or investment skills. *Tom - He has used advanced math; agrees with Tessie, but found that the case study analysis and evaluation skills were new/challenging *Nicolai - these is not necessary a right answer; compares it to multiple translations of a document :*They do not specify what a company "should" do What do you learn? - enhanced analysis of a company's performance and value *ID how company operations to assess a company's operations (from inside or out) Question: Will we learn how to incorporate SASB metrics into a financial valuation: *Nicolai - No, not directly. Learn where the information is. *Tessie - more about "if performance on this metric changes, what does it affect for the company?" :*How/why does this metric have this specific effect? '''Study Guide''' (140 pages) *Identifying factors *Comparing peers *Impact on valuation '''Exam Details''' *75 questions, 10-15 case studies :*multiple choice, single answer :*multiple choice, multiple answer *Very typical of all the other exams you know *Some questions not scored (test questions) *2 hour time limit *Proctored same as Level I (300 test centers or online with webcam) Questions assess: *Company's performance over time *Comparison among peer companies Tessie - Can the candidate use the metrics to assess the company's performance? Expected pass rate? Scoring? *Similar to Level I *Determined once data from 150-200 takers *Do psychometric analysis of data, run models to assess pass/fail rate :*are questions valid? too hard? too easy? :*If no correlation between getting questions right, may be guessing *Passing will be based on a defined % of questions answered correctly, not a cut rate :*Level I was high 70 percents - 77% '''Preparation''' *Study Guide primary tool *Will provide sample questions *Experiment with RCampus online discussion boards - unmoderated and voluntary Early-Bird timeline *Exam avaliable 8/22 - 9/30 *Expect people will spend about 4 weeks studying Pricing - *Early-Bird - $450 *Existing candidates - $550 *Normal (start 2017) - $650 Analysis of results will be done Oct/Nov - provide results by end of year First cohort additional benefits: *Recognition at (not yet announced) SASB conference {{color||2016-12-01) in NY Sign up at http://fas.sasb.org/level2 *Login to Webassessor Question: Who is it relevant to with respect to CFA and Corporate Sust. Prof.? *FSA was designed with awareness of CFA - not a silo *Complementary h6eog7abiu5sxp4cb8ecqadmiecar7j 485 484 2024-05-24T04:54:29Z Michael 1 1 revision imported 484 wikitext text/x-wiki A [[entity of::SASB]] [[activity type::webinar]] held on [[activity date::2016-07-27]]. Agenda: *Overview of Level II *Compare Level I and Level II exams *Opportunities for early-bird Level II test takers Presenters: *'''Nicolai Lundy''' - SASB Director of Education *'''Tessie Petion)''' - Domini Social Investments *'''Tom Raymond''' - Hormel Foods '''Overview''' About '''300''' Level I test takers so far. Primarily corporate sustainability,(). *Recently more uptake from finance and accounting NB: Wonder how many are investment management? '''Comparison''' *Level I - principles, facts, themes *Level II - practices - case studies Tessie - level II is much more like the research analysis work she does (investment analyst, etc.) Question: Is portfolio management, investment analysis needed? How much "math"? *Tessie - No advanced math. Normalizing data, etc. Doesn't require specific finance or investment skills. *Tom - He has used advanced math; agrees with Tessie, but found that the case study analysis and evaluation skills were new/challenging *Nicolai - these is not necessary a right answer; compares it to multiple translations of a document :*They do not specify what a company "should" do What do you learn? - enhanced analysis of a company's performance and value *ID how company operations to assess a company's operations (from inside or out) Question: Will we learn how to incorporate SASB metrics into a financial valuation: *Nicolai - No, not directly. Learn where the information is. *Tessie - more about "if performance on this metric changes, what does it affect for the company?" :*How/why does this metric have this specific effect? '''Study Guide''' (140 pages) *Identifying factors *Comparing peers *Impact on valuation '''Exam Details''' *75 questions, 10-15 case studies :*multiple choice, single answer :*multiple choice, multiple answer *Very typical of all the other exams you know *Some questions not scored (test questions) *2 hour time limit *Proctored same as Level I (300 test centers or online with webcam) Questions assess: *Company's performance over time *Comparison among peer companies Tessie - Can the candidate use the metrics to assess the company's performance? Expected pass rate? Scoring? *Similar to Level I *Determined once data from 150-200 takers *Do psychometric analysis of data, run models to assess pass/fail rate :*are questions valid? too hard? too easy? :*If no correlation between getting questions right, may be guessing *Passing will be based on a defined % of questions answered correctly, not a cut rate :*Level I was high 70 percents - 77% '''Preparation''' *Study Guide primary tool *Will provide sample questions *Experiment with RCampus online discussion boards - unmoderated and voluntary Early-Bird timeline *Exam avaliable 8/22 - 9/30 *Expect people will spend about 4 weeks studying Pricing - *Early-Bird - $450 *Existing candidates - $550 *Normal (start 2017) - $650 Analysis of results will be done Oct/Nov - provide results by end of year First cohort additional benefits: *Recognition at (not yet announced) SASB conference {{color||2016-12-01) in NY Sign up at http://fas.sasb.org/level2 *Login to Webassessor Question: Who is it relevant to with respect to CFA and Corporate Sust. Prof.? *FSA was designed with awareness of CFA - not a silo *Complementary h6eog7abiu5sxp4cb8ecqadmiecar7j 0 259 486 2017-05-20T03:42:36Z Greis>Michael 0 486 wikitext text/x-wiki A [[entity of::Calvert Investments]] and [[entity of::Eaton Vance]] [[activity type::webinar]] held on [[activity date::2016-10-21]]. Webinar to discuss the acquisition of the assets of Calvert Investments (an indirect subidiary of Ameritas). Calvert - $12.2 AUM (as of 9/30/16) *Trustees of Calvert Mutual Funds have recommended that shareholders approve an investment advisory contract with Calvert Research & Management (a newly formed Particpating: *[[is a member of::Tom Faust]], Eaton Vance CEO *[[is a member of::Laurie Hylton]], Eaton Vance CFO *[[is a member of::Dan Cataldo]], Eaton Vance Treasurer *[[is a member of::John Streur]], Calvert CEO Tom Faust: *Completion expected around 12/31/16 *Cash paid based on run rate EBIT at time of close *Investment contract, all business properties :*Any liabilities remain with seller *Describes Calvert *Existing Connections between EV & Calvert :*Atlantic Capital (EV) has served as sub-advisor for $2.3 Calvert Equity Portfolio since 1999 :*Also manages $450m separately managed accounts *Calvert 7 areas - Governance & asset, env, prduct safety and impact, indigineous people, community relations *Justification for supporting SI (various facts) *Barrons: One of most powerful trends in asset management today *Growing interest - institutional and individual *BofA and MS have announced *Millenials - continue to grow SI *Describes opportunities for EV - Calert :*our management & Dist resources :*Become larger, better, more imact :*EV & EVI professionals & Calvert :*Integrate EV business practices :*Parametric - broader menu :*Custom Beta - custom sep accounts :*Enhanced marketing & sales plan :*Broadening Calvert's scope to cover a wider range of institutional opportunities John Streur: *Delighted that EV has chosen to make Calvert the centerpiece of its strategy in RI :*Agrees with Tom's assessment.... 5 point agenda *Strengthen and build on ESG research caability *Lower operating cost *Introduce innovative value-added investment products *Improve M&D? *Deepen engagement with clients in the marketplace *Committed to becoming '''the''' leading player in Responsible Investment :*77% of assets in funds rated 4 and 5 *Also had to resolve existing issues with the SEC - saw that announcement earlier this week Tom: *Expect acquisition to be immediately accretive to EV earnings '''Questions''' Ken Worthington, JP Morgan *What is Ameritas currently doing for Calvert (back office, sales support)? :*John - simply owned by the company; not actively engaged in back or middle office, didn't provide sales support :*Due manage some insurance trusts *Distribution - impact of DoL rules on Calvert flows? *Merrill Lynch was the biggest distributor of (D?) shares. Decision to not provide support :*Calvert offers A, B, I and Y (advisory programs) shares :*Merrill - move retirement assets from traditional brokerage accounts into advisory relationships :*Tom ::*Expects primary impact to Calvert & EV being simply a migration from A share to I shares, with no significant impact :*John ::*Well-positioned; most of A shares sold now are load-waived; much of growth has been in I and Y shares ::*Don't see an impact of business flow ( ) Barrons article - Calvert Funds in outflow - why aren't they benefiting? *Tom - John has been dealing with issues; reducing costs; now have competitive performance :*Article pointed out Strong growth in client demand for things Calvert is know for; :*Article didn't recognize there are different degrees of RI/SI :*Bar is changing - firms like Calvert with dedicated resources will benefit :*Calvert is in the forefront *John - made several changes over past several years; seen an improvement :*reduced feeds :*innovative :*outflows occurring in legacy active funds; new funds are in inflow :*See enormous demand in advisor base :*Calvert doesn't have the resources to take advantage of that - don't have distribution force as national wholesale team Funding - all cash - will it affect returns *( ) - might have some impact around margins; expect share repurchase program to continue into 2017 Robert Lee - KBW - any earn-outs or deferred payments *No. Cash paid at closing based on EBIT at time of closing - Calvert's value as a standalone company :*post-close benefits go to EV - not reflect in purchase calculations Post-close, will Calvert operate at industry-wide profitability? *Yes; improved, in fact. *Economies - infrastructure to support a standalone operation; :*investment function integrated :*Will continue to invest in ESG research Calvert - Index products - ETF opportunities? *Now on active and index *NextShares? - another product line (new classes of investors) :*[http://www.nextshares.com NextShares] - exchange-traded managed funds invested in actively managed strategies. *If they take off, should fit will with RI strategy () - how did you get to multiple? (Sluggish organic growth, legacy SEC problems) *Tom - a negotiation; those issues weighed down multiple; ESG opportunity positive Mix between active and index *Dan - 50 bp on top line revenue rate :*Calvert does use sub-advisors, some fees :*Net management fee about 40 bp *Guidance on margins based on 50 bp (not incl. contra-revenue fees) William Katz, Citigroup *AUM - How much is legacy Ameritas? How much is legacy product? :*Ameritas - about $1b; believe that Ameritas will be a long-term investor; will have protections :*Most of Calvert growth in low-fee index, etc.; most of outflow on active strategies. Typical for our industry :*May be surprised by amount of assets in fixed-income strategies with strong performance :*Very few people playing in ESG fixed income space If you have actively managed product not in top 10%, probably seeing outflows *Not so on the fixed income side *Less so on international *Tom - Calvert has a very balanced business - equity, fixed, etc. *John - some of our most attractive funds are smaller; optimistic that getting into EV distribution will be growth and improvement in scale sw9z0tvz9r171fdr34kwll0kijs4u9k 487 486 2024-05-24T04:54:29Z Michael 1 1 revision imported 486 wikitext text/x-wiki A [[entity of::Calvert Investments]] and [[entity of::Eaton Vance]] [[activity type::webinar]] held on [[activity date::2016-10-21]]. Webinar to discuss the acquisition of the assets of Calvert Investments (an indirect subidiary of Ameritas). Calvert - $12.2 AUM (as of 9/30/16) *Trustees of Calvert Mutual Funds have recommended that shareholders approve an investment advisory contract with Calvert Research & Management (a newly formed Particpating: *[[is a member of::Tom Faust]], Eaton Vance CEO *[[is a member of::Laurie Hylton]], Eaton Vance CFO *[[is a member of::Dan Cataldo]], Eaton Vance Treasurer *[[is a member of::John Streur]], Calvert CEO Tom Faust: *Completion expected around 12/31/16 *Cash paid based on run rate EBIT at time of close *Investment contract, all business properties :*Any liabilities remain with seller *Describes Calvert *Existing Connections between EV & Calvert :*Atlantic Capital (EV) has served as sub-advisor for $2.3 Calvert Equity Portfolio since 1999 :*Also manages $450m separately managed accounts *Calvert 7 areas - Governance & asset, env, prduct safety and impact, indigineous people, community relations *Justification for supporting SI (various facts) *Barrons: One of most powerful trends in asset management today *Growing interest - institutional and individual *BofA and MS have announced *Millenials - continue to grow SI *Describes opportunities for EV - Calert :*our management & Dist resources :*Become larger, better, more imact :*EV & EVI professionals & Calvert :*Integrate EV business practices :*Parametric - broader menu :*Custom Beta - custom sep accounts :*Enhanced marketing & sales plan :*Broadening Calvert's scope to cover a wider range of institutional opportunities John Streur: *Delighted that EV has chosen to make Calvert the centerpiece of its strategy in RI :*Agrees with Tom's assessment.... 5 point agenda *Strengthen and build on ESG research caability *Lower operating cost *Introduce innovative value-added investment products *Improve M&D? *Deepen engagement with clients in the marketplace *Committed to becoming '''the''' leading player in Responsible Investment :*77% of assets in funds rated 4 and 5 *Also had to resolve existing issues with the SEC - saw that announcement earlier this week Tom: *Expect acquisition to be immediately accretive to EV earnings '''Questions''' Ken Worthington, JP Morgan *What is Ameritas currently doing for Calvert (back office, sales support)? :*John - simply owned by the company; not actively engaged in back or middle office, didn't provide sales support :*Due manage some insurance trusts *Distribution - impact of DoL rules on Calvert flows? *Merrill Lynch was the biggest distributor of (D?) shares. Decision to not provide support :*Calvert offers A, B, I and Y (advisory programs) shares :*Merrill - move retirement assets from traditional brokerage accounts into advisory relationships :*Tom ::*Expects primary impact to Calvert & EV being simply a migration from A share to I shares, with no significant impact :*John ::*Well-positioned; most of A shares sold now are load-waived; much of growth has been in I and Y shares ::*Don't see an impact of business flow ( ) Barrons article - Calvert Funds in outflow - why aren't they benefiting? *Tom - John has been dealing with issues; reducing costs; now have competitive performance :*Article pointed out Strong growth in client demand for things Calvert is know for; :*Article didn't recognize there are different degrees of RI/SI :*Bar is changing - firms like Calvert with dedicated resources will benefit :*Calvert is in the forefront *John - made several changes over past several years; seen an improvement :*reduced feeds :*innovative :*outflows occurring in legacy active funds; new funds are in inflow :*See enormous demand in advisor base :*Calvert doesn't have the resources to take advantage of that - don't have distribution force as national wholesale team Funding - all cash - will it affect returns *( ) - might have some impact around margins; expect share repurchase program to continue into 2017 Robert Lee - KBW - any earn-outs or deferred payments *No. Cash paid at closing based on EBIT at time of closing - Calvert's value as a standalone company :*post-close benefits go to EV - not reflect in purchase calculations Post-close, will Calvert operate at industry-wide profitability? *Yes; improved, in fact. *Economies - infrastructure to support a standalone operation; :*investment function integrated :*Will continue to invest in ESG research Calvert - Index products - ETF opportunities? *Now on active and index *NextShares? - another product line (new classes of investors) :*[http://www.nextshares.com NextShares] - exchange-traded managed funds invested in actively managed strategies. *If they take off, should fit will with RI strategy () - how did you get to multiple? (Sluggish organic growth, legacy SEC problems) *Tom - a negotiation; those issues weighed down multiple; ESG opportunity positive Mix between active and index *Dan - 50 bp on top line revenue rate :*Calvert does use sub-advisors, some fees :*Net management fee about 40 bp *Guidance on margins based on 50 bp (not incl. contra-revenue fees) William Katz, Citigroup *AUM - How much is legacy Ameritas? How much is legacy product? :*Ameritas - about $1b; believe that Ameritas will be a long-term investor; will have protections :*Most of Calvert growth in low-fee index, etc.; most of outflow on active strategies. Typical for our industry :*May be surprised by amount of assets in fixed-income strategies with strong performance :*Very few people playing in ESG fixed income space If you have actively managed product not in top 10%, probably seeing outflows *Not so on the fixed income side *Less so on international *Tom - Calvert has a very balanced business - equity, fixed, etc. *John - some of our most attractive funds are smaller; optimistic that getting into EV distribution will be growth and improvement in scale sw9z0tvz9r171fdr34kwll0kijs4u9k 0 260 488 2017-07-20T13:43:21Z Greis>Michael 0 488 wikitext text/x-wiki A [[entity of::XBRL US]] [[activity type::webinar]] held on [[activity date::2017-01-18]].[[topical resource for::XBRL| ]][[topical resource for::Sustainability/Renewable Energy/Solar| ]][[topical resource for::Sustainability/Project Finance| ]] == Overview == The U.S. solar energy industry reached 31.6 gigawatts of total installed capacity in Q2 2016, enough to power 6.2 million American homes, and is on pace to nearly double in size in 2016. The dramatic amount of production and development means a significant amount of data must be communicated between developers, investors, utilities and others involved in building and financing these projects. Data standards present a big opportunity to help the Department of Energy (DOE) meet its goal of bringing the cost of solar energy in line with other forms of electricity. Their “Orange Button” initiative aims to do just that by creating unified data standards to help the solar industry reduce market inefficiencies and lower costs for consumers. Orange Button has four prime awardees: *Smart Grid Interoperability Panel (Phase I): define data requirements *SunSpec Alliance (Phase II): build data taxonomies and interoperability standards *KwH Analytics and NREL (Phase III): develop a data exchange marketplace The XBRL data standard is uniquely suited to transport financial datasets that are needed to communicate distributed solar financial disclosures. As part of the SunSpec Alliance project team in Phase II, XBRL US will lead a working group to build out financial terms for the solar energy taxonomy, leveraging elements from the U.S. GAAP Taxonomy and from existing data standards in the solar industry. *[https://energy.gov/eere/sunshot/orange-button-solar-bankability-data-advance-transactions-and-access-sb-data More on the Orange Button project] Attend this one-hour program to find out what Orange Button is and how the solar industry is working with the XBRL standard to drive down costs and reduce the burden on businesses and financial institutions in renewable energy projects. == Seminar Notes == [https://xbrl.us/events/doe-orange-button-solar-financing/. Webinar replay] 47ybmzfxbjjpzkkg9eso6z4y8wzywa4 489 488 2024-05-24T04:54:29Z Michael 1 1 revision imported 488 wikitext text/x-wiki A [[entity of::XBRL US]] [[activity type::webinar]] held on [[activity date::2017-01-18]].[[topical resource for::XBRL| ]][[topical resource for::Sustainability/Renewable Energy/Solar| ]][[topical resource for::Sustainability/Project Finance| ]] == Overview == The U.S. solar energy industry reached 31.6 gigawatts of total installed capacity in Q2 2016, enough to power 6.2 million American homes, and is on pace to nearly double in size in 2016. The dramatic amount of production and development means a significant amount of data must be communicated between developers, investors, utilities and others involved in building and financing these projects. Data standards present a big opportunity to help the Department of Energy (DOE) meet its goal of bringing the cost of solar energy in line with other forms of electricity. Their “Orange Button” initiative aims to do just that by creating unified data standards to help the solar industry reduce market inefficiencies and lower costs for consumers. Orange Button has four prime awardees: *Smart Grid Interoperability Panel (Phase I): define data requirements *SunSpec Alliance (Phase II): build data taxonomies and interoperability standards *KwH Analytics and NREL (Phase III): develop a data exchange marketplace The XBRL data standard is uniquely suited to transport financial datasets that are needed to communicate distributed solar financial disclosures. As part of the SunSpec Alliance project team in Phase II, XBRL US will lead a working group to build out financial terms for the solar energy taxonomy, leveraging elements from the U.S. GAAP Taxonomy and from existing data standards in the solar industry. *[https://energy.gov/eere/sunshot/orange-button-solar-bankability-data-advance-transactions-and-access-sb-data More on the Orange Button project] Attend this one-hour program to find out what Orange Button is and how the solar industry is working with the XBRL standard to drive down costs and reduce the burden on businesses and financial institutions in renewable energy projects. == Seminar Notes == [https://xbrl.us/events/doe-orange-button-solar-financing/. Webinar replay] 47ybmzfxbjjpzkkg9eso6z4y8wzywa4 0 261 490 2017-02-21T20:01:31Z Greis>Michael 0 490 wikitext text/x-wiki A [[entity of::League of Women Voters]] United State [[activity type::webinar]] held on [[activity date::2017-02-21]]. This is a basic introduction to carbon pricing provided by Naomi Oreskes for the US League of Women Voters. *20-30 minute presentation to be followed by questions *Definition of externalities/external costs *Standard part of economics - non-controversial and accepted :*In fact, pollution is usually used as the examplar for a negative externality in the economy *Existing of an externality is a market failure *A price on the externality is the natural and most obvious way to address the externality :*Others include bans, regulation, other market mechanisms (e.g. cap & trade) Examples: *Tobacco - regulate, tax and sometimes ban (airplanes) :*Aircraft industry was among first to call for regulation/ban because of the significant external costs it imposed (clean planes, engine turbines) *Acid Rain - Emissions trading *Air Pollution in Southern California - Emissions trading *Ozone Depletion - product banned Problem: Conservatives don't like to admit that market failures exist *Judge Richard Posner - "Behavior that generates large external costs provides an apt reason for regulation" *So also an opening - consversatives that have acknowledged market failures (like Posner) are open to solutinos. '''Pigouvian tax''' is the most straight-forward solution. :*'''Internalize''' the cost to the people/entities generating the problem. Examples: *Tobacco *Gasoline *Carbon (Canada, NZ, ...) We know that Pigouvian taxes work. Two types of Pigouvian taxes: *Revenue-generating :*Set the price just high enough to discourage the behavior :*Use revenues for general purposes or to address the harms caused and the problem itself *Revenue-neutral :*Return in a rebate - Switzerland, health care rebate :*Cut taxes elsewhere (BC - cut corporate and personal taxes) :*Return to people as cash (CCL, conservatives) Any of these can work Some evidence of rebound effect ('''Jevons effect''') - people do more of the bad thing *But not large How you make it revenue neutral is simply a '''choice''' *For example, in climate change: :*Invest in solutions - renewable :*Not expand government :*Save money for taxpayers Disappointing that progressives refused to support carbon price because it was revenue-neutral *Oreskes believes it would have been better to get a carbon price, then worry about how to deal with the revenue. No chance of federal carbon price in next several years, but many opportunities in states (and regions). '''Questions''': Where to assess the tax? *Believes best at the source - the producer - well-head and mine-shaft :*NB: Can't just be there depending on the source? Methane - should/must be included *If done at well-head, do capture methane :*But, need to measure. Sometimes conservatives, in their passion to eliminate regulation, get in the way of this. :*Have rules and means to measure methane loss at the well-head, but Trump is trying to eliminate this requirement. Don't underrate the other important tools in addition to carbon price *Energy Efficiency - significant impact in British Columbia and in California (the (EE leader that just died) effect) tj4yq9wjk0cy0hd0h04o50jnd0dq3y5 491 490 2024-05-24T04:54:29Z Michael 1 1 revision imported 490 wikitext text/x-wiki A [[entity of::League of Women Voters]] United State [[activity type::webinar]] held on [[activity date::2017-02-21]]. This is a basic introduction to carbon pricing provided by Naomi Oreskes for the US League of Women Voters. *20-30 minute presentation to be followed by questions *Definition of externalities/external costs *Standard part of economics - non-controversial and accepted :*In fact, pollution is usually used as the examplar for a negative externality in the economy *Existing of an externality is a market failure *A price on the externality is the natural and most obvious way to address the externality :*Others include bans, regulation, other market mechanisms (e.g. cap & trade) Examples: *Tobacco - regulate, tax and sometimes ban (airplanes) :*Aircraft industry was among first to call for regulation/ban because of the significant external costs it imposed (clean planes, engine turbines) *Acid Rain - Emissions trading *Air Pollution in Southern California - Emissions trading *Ozone Depletion - product banned Problem: Conservatives don't like to admit that market failures exist *Judge Richard Posner - "Behavior that generates large external costs provides an apt reason for regulation" *So also an opening - consversatives that have acknowledged market failures (like Posner) are open to solutinos. '''Pigouvian tax''' is the most straight-forward solution. :*'''Internalize''' the cost to the people/entities generating the problem. Examples: *Tobacco *Gasoline *Carbon (Canada, NZ, ...) We know that Pigouvian taxes work. Two types of Pigouvian taxes: *Revenue-generating :*Set the price just high enough to discourage the behavior :*Use revenues for general purposes or to address the harms caused and the problem itself *Revenue-neutral :*Return in a rebate - Switzerland, health care rebate :*Cut taxes elsewhere (BC - cut corporate and personal taxes) :*Return to people as cash (CCL, conservatives) Any of these can work Some evidence of rebound effect ('''Jevons effect''') - people do more of the bad thing *But not large How you make it revenue neutral is simply a '''choice''' *For example, in climate change: :*Invest in solutions - renewable :*Not expand government :*Save money for taxpayers Disappointing that progressives refused to support carbon price because it was revenue-neutral *Oreskes believes it would have been better to get a carbon price, then worry about how to deal with the revenue. No chance of federal carbon price in next several years, but many opportunities in states (and regions). '''Questions''': Where to assess the tax? *Believes best at the source - the producer - well-head and mine-shaft :*NB: Can't just be there depending on the source? Methane - should/must be included *If done at well-head, do capture methane :*But, need to measure. Sometimes conservatives, in their passion to eliminate regulation, get in the way of this. :*Have rules and means to measure methane loss at the well-head, but Trump is trying to eliminate this requirement. Don't underrate the other important tools in addition to carbon price *Energy Efficiency - significant impact in British Columbia and in California (the (EE leader that just died) effect) tj4yq9wjk0cy0hd0h04o50jnd0dq3y5 0 262 492 2017-07-19T16:24:01Z Greis>Michael 0 492 wikitext text/x-wiki A [[entity of::TIIP]] [[activity type::webinar]] held on [[activity date::2017-07-12]]. *Sponsored and hosted by [[involved::SSgA]] *Also sponsored by [[involved::High Meadows Institute]] Full title: '''Effective Investing for the Long Term: Intentionality at Systems Levels''' == Agenda == 8:30-8:40am: Welcome and Introduction *[[contributed to::Mirtha Kastrapeli]], ‎Global Head, Center for Applied Research, State Street *Dr. [[contributed to::Bob Eccles]], Chairman, Arabesque 8:40-9:25am: Panel - Why Should Investors Care? *[[is a member of::William Burckart]], President and COO, TIIP (moderator) *[[contributed to::Monika Freyman]], CFA, Director Investor Water Initiatives, Ceres *[[contributed to::Mark McDivitt]], Managing Director, Head of ESG Solutions, State Street Corporation *[[contributed to::Stephen Kibsey]], Vice-President Emerging Risks, Caisse de dépôt et placement du Québec 9:25-9:35am: Overview of TIIP *[[is a member of::Steve Lydenberg]], CFA, Founder and CEO, TIIP 9:35-10:00am: Discussion of New Report & Key Findings *[[contributed to::Jessica Ziegler]], Associate Director of Research, TIIP 10:00-10:45am: Panel - Implementation Challenges and Opportunities *[[contributed to::Anna Snider]], Head of Due Diligence, Global Wealth and Investment Management CIO Office, Bank of America (moderator) *[[contributed to::Carole Laible]], CEO, Domini Impact Investment *[[contributed to:Jon Hale]], Head of Sustainabilty Research, Morningstar *[[contributed to::Rolf Kelly]], Portfolio Manager and Managing Director, Thornburg Investment Management 10:45-11:45am: Q&A with Audience 11:45am-12:00pm: Wrap-up and Next Steps *[[contributed to::Stephanie Potter]], ESG Research and COO, Center for Applied Research, State Street *William Burckart, President and COO, TIIP == Notes == *Also have several voice recordings: :*CDPQ :*Steve (partial) :*Anna's panel To Do: Bob Eccles - Telia - statement of materiality. CEO will speak at their fall forum in NY (Tim) Anna - integrating ESG in intentional way - we'll take a look at it. Firms are struggling with questions...call her...what should ESG integration look like? *Should I hire team? Integrate it? Have a large cap product on ESG? Anna Snider - conversation about education ML FA's (follow up to previous discussion): *(IMI?) for ESG 101 for FAs. *OK to let big players do that, but ML needs more. Jon Hale - preparing curriculum for FAs. Knows many wirehouses doing that, but aiming at all the other advisors. Carol Laibile - incorporating systems-level thinking in measurable ways. *July 2016 firm-wide project on how to explain to investors what they've accomplished at system levels, etc. :*Need a lot of patience for this. :*If want coordinated action, need to have internal consensus of systems they want to influence Selected two firm goals for system candidates: *ecological sustainability *universal human dignity :*six systems (what are they?) ID'd biodiversity as one of systems trying to finfluence - would focus on extinction *ocean life and pollinators :*sustainable seafood and removal of systemic pseticides ::*will use 10 tools of intentionaliy to measure these Funnel approach...from the system level down to the project level *MJG: Makes a coherent and persuasive story for investors. They need that. (Yes, they want to see results and understand how they are measured) Wanted areas that others were not working on as well as areas with much activity *some areas have done a lot of work on - pollinators *areas newer to them - water :*fresh water -> infrastructure - > safe and affordable water for all Rolf *ESG Integration at firm is slow organic process *Find material ESG factors that will help us outperform :*otherwise not earning our fees *materiality - what is going to drive outperformance by a company *started intuititvely with things that could be measured :*water - how much you use :*gov'c - staggered boards, etc. :*women as proxy for diversity on boards *Yes, data is the problem *CO2 and water are key for them - many companies don't report. *companies - just having the focus helps performance :*if they're moving in the right direction, that's enough to consider investing *will Share papers on materiality - about 10 factors '''Michael Capucci''' - Harvard Maangement *Cost trough - lower profits as integrating ESG; later payoff *Some disagreement about whether that is inevitable :*Especially from smaller firms :*MJG: Would argue that larger firms can minimize this potential problem by taking a thoughtful, customized approach to integration Biggest Aha or oh, s**t, momment *Carole - steve said ssytems-level thinking is intiutive and compelx at the same time :*the impact, however, is clear to them *financial crisis - still lost money even if you got out of bank stocks *Rolf - can invest with values and do well :*oh, sh*t - wow, can outperform Michael Cappucci - challenges that face asset owners *think data challenge is hard with companies; try it with asset managers *past check the boxes *big gap between having policy and doing it clients told us we needed to.....2013 Faust statement - wouldn't divest, but would pursue ESG :*2014 1st university '''Kate Murtagh''' (sp?) - asked Michael to retool ESG *transition to outside managers *lawyer, reads everyting :*good ESG integration can lead to outperformance :*can only achieve these benefits through full ESG integration Michael's research (find the paper) *costs of ESG integration are up front - data, hiring staff, etc. :*plot ESG integration against financial performance - U curve. Goes down before goes up ::*as doing manager selection, don't want the managers on the downslope ::*but most mainstream asset managers are there *wrote a paper - when ask managers, they'll acknowledge that ESG will drive better returns. bfcep9nqf28hcycvaky1xvdvitl3rkf 493 492 2024-05-24T04:54:29Z Michael 1 1 revision imported 492 wikitext text/x-wiki A [[entity of::TIIP]] [[activity type::webinar]] held on [[activity date::2017-07-12]]. *Sponsored and hosted by [[involved::SSgA]] *Also sponsored by [[involved::High Meadows Institute]] Full title: '''Effective Investing for the Long Term: Intentionality at Systems Levels''' == Agenda == 8:30-8:40am: Welcome and Introduction *[[contributed to::Mirtha Kastrapeli]], ‎Global Head, Center for Applied Research, State Street *Dr. [[contributed to::Bob Eccles]], Chairman, Arabesque 8:40-9:25am: Panel - Why Should Investors Care? *[[is a member of::William Burckart]], President and COO, TIIP (moderator) *[[contributed to::Monika Freyman]], CFA, Director Investor Water Initiatives, Ceres *[[contributed to::Mark McDivitt]], Managing Director, Head of ESG Solutions, State Street Corporation *[[contributed to::Stephen Kibsey]], Vice-President Emerging Risks, Caisse de dépôt et placement du Québec 9:25-9:35am: Overview of TIIP *[[is a member of::Steve Lydenberg]], CFA, Founder and CEO, TIIP 9:35-10:00am: Discussion of New Report & Key Findings *[[contributed to::Jessica Ziegler]], Associate Director of Research, TIIP 10:00-10:45am: Panel - Implementation Challenges and Opportunities *[[contributed to::Anna Snider]], Head of Due Diligence, Global Wealth and Investment Management CIO Office, Bank of America (moderator) *[[contributed to::Carole Laible]], CEO, Domini Impact Investment *[[contributed to:Jon Hale]], Head of Sustainabilty Research, Morningstar *[[contributed to::Rolf Kelly]], Portfolio Manager and Managing Director, Thornburg Investment Management 10:45-11:45am: Q&A with Audience 11:45am-12:00pm: Wrap-up and Next Steps *[[contributed to::Stephanie Potter]], ESG Research and COO, Center for Applied Research, State Street *William Burckart, President and COO, TIIP == Notes == *Also have several voice recordings: :*CDPQ :*Steve (partial) :*Anna's panel To Do: Bob Eccles - Telia - statement of materiality. CEO will speak at their fall forum in NY (Tim) Anna - integrating ESG in intentional way - we'll take a look at it. Firms are struggling with questions...call her...what should ESG integration look like? *Should I hire team? Integrate it? Have a large cap product on ESG? Anna Snider - conversation about education ML FA's (follow up to previous discussion): *(IMI?) for ESG 101 for FAs. *OK to let big players do that, but ML needs more. Jon Hale - preparing curriculum for FAs. Knows many wirehouses doing that, but aiming at all the other advisors. Carol Laibile - incorporating systems-level thinking in measurable ways. *July 2016 firm-wide project on how to explain to investors what they've accomplished at system levels, etc. :*Need a lot of patience for this. :*If want coordinated action, need to have internal consensus of systems they want to influence Selected two firm goals for system candidates: *ecological sustainability *universal human dignity :*six systems (what are they?) ID'd biodiversity as one of systems trying to finfluence - would focus on extinction *ocean life and pollinators :*sustainable seafood and removal of systemic pseticides ::*will use 10 tools of intentionaliy to measure these Funnel approach...from the system level down to the project level *MJG: Makes a coherent and persuasive story for investors. They need that. (Yes, they want to see results and understand how they are measured) Wanted areas that others were not working on as well as areas with much activity *some areas have done a lot of work on - pollinators *areas newer to them - water :*fresh water -> infrastructure - > safe and affordable water for all Rolf *ESG Integration at firm is slow organic process *Find material ESG factors that will help us outperform :*otherwise not earning our fees *materiality - what is going to drive outperformance by a company *started intuititvely with things that could be measured :*water - how much you use :*gov'c - staggered boards, etc. :*women as proxy for diversity on boards *Yes, data is the problem *CO2 and water are key for them - many companies don't report. *companies - just having the focus helps performance :*if they're moving in the right direction, that's enough to consider investing *will Share papers on materiality - about 10 factors '''Michael Capucci''' - Harvard Maangement *Cost trough - lower profits as integrating ESG; later payoff *Some disagreement about whether that is inevitable :*Especially from smaller firms :*MJG: Would argue that larger firms can minimize this potential problem by taking a thoughtful, customized approach to integration Biggest Aha or oh, s**t, momment *Carole - steve said ssytems-level thinking is intiutive and compelx at the same time :*the impact, however, is clear to them *financial crisis - still lost money even if you got out of bank stocks *Rolf - can invest with values and do well :*oh, sh*t - wow, can outperform Michael Cappucci - challenges that face asset owners *think data challenge is hard with companies; try it with asset managers *past check the boxes *big gap between having policy and doing it clients told us we needed to.....2013 Faust statement - wouldn't divest, but would pursue ESG :*2014 1st university '''Kate Murtagh''' (sp?) - asked Michael to retool ESG *transition to outside managers *lawyer, reads everyting :*good ESG integration can lead to outperformance :*can only achieve these benefits through full ESG integration Michael's research (find the paper) *costs of ESG integration are up front - data, hiring staff, etc. :*plot ESG integration against financial performance - U curve. Goes down before goes up ::*as doing manager selection, don't want the managers on the downslope ::*but most mainstream asset managers are there *wrote a paper - when ask managers, they'll acknowledge that ESG will drive better returns. bfcep9nqf28hcycvaky1xvdvitl3rkf 0 263 494 2018-02-27T21:07:11Z Greis>Michael 0 Created page with "An [[entity of::NECEC ]] [[activity type::webinar]] held on [[activity date::2018-02-27]].[[topical resource for::Sustainability/Renewable Energy/Solar| ]]topical resource f..." 494 wikitext text/x-wiki An [[entity of::NECEC ]] [[activity type::webinar]] held on [[activity date::2018-02-27]].[[topical resource for::Sustainability/Renewable Energy/Solar| ]][[topical resource for::Sustainability/Project Finance| ]] '''Note:''' slides and replay information to be shared with participants. == Speakers == *[[is a member of::Jamie Dickerson]], moderator *Attorney from sponsoring firm *[[involved::SEIA]] rep *DoER renewable energy analyst (for Q&A) == Notes == === Program Details === Values and conditions subject to the final tariff as approved by the DPU - case '''DPU 17-140''' *Final comments, revisions filed with the DPU by late April *DPU Discussion June *Final tariff expected in June Smart Tariff Generation Unit ('''STGU''') - installed after 2018-01-01 *Net Metered *Non-Net Metered ("Qualifying Facility", '''QF''') *Alternative On-Bill Credit ('''AOBC''') Term of incentive payments under the tariff: *<= 25 kW - '''10 years''' *> 25 kW - '''20 years''' Project deadline - Date of Qualification + 1 year *< 25kW - Commercial operation date (COD) *> 25kW - Construction must be mechanically complete :*Projects can request a 6 month extension (fee required) :*DoER can great extensions for good cause Space is reserved under each utility's blocks for projects under 25kW *Minimum of 20% *Range 20% - 35% (Set by DoER?) Compensation under the SMART program is tied to the (declining) capacity blocks *Blocks are independent by utility *Blocks for Eversource & NGrid decline '''4%''' per year over '''8''' total blocks :*smaller utilities have other rates, smaller number of blocks Compensation rate set by the initial auction: *Eversource initial block - '''.17000'''/kWh :*Block 2 - '''.16320'''/kWh *National Grid initial block - '''.15563'''/kWh :*Block 2 - '''.14940'''/kWh '''Rate Factors''': *Low Income <25 kW - 230% *<25 kW - '''200%''' *25 kW - 250 kW - 150% *250 kW - 500 kW - 125% *500 kW - 1 MW - 110% '''Rate Adders''' *Adders apply to only the first 80MW in a block (as designated by DoER) *Eligible projects may include one adder from each category of adders: ::({{hct||Note:}} Projects < 25kW only qualify for the '''storage adder''') :*Location-based adders :*Offtaker-based adders :*Solar tracker adder :*Storage adder - '''0.045'''/kWh '''Compensation''' Compensation can be fixed or variable *Standalone systems (NM, QF, AOBC) - Variable *Behind the Meter (NM, QF) - Fixed Compensation = Compensation rate set by auction + adders - subtractors - energy value :*'''Energy Value''' = 3-year average basic rate + transmission + distribution DoER has not yet finished the value of energy (study?) *Plans to publish a guide using basic rate information provided by the utilities *Not the exact basic rate, but a close approximation === '''SEIA''' - Issues in Tariff Proceeding === *Capacity Rights :*Utilities assert ownership of value of energy :*Would restrict ability of QF & AOBC systems to sell energy in the Forward Capacity Markets (FCM) :*Recommendation: Eliminate it *Cost Recovery by Fixed Charge - recovery the cost of the program from ratepayers :*Spread the charge over all ratepayers as a fixed charge :*Would harm the economics of solar projects :*Utilities argue is necessary to protect low-income ratepayers. But impact would disproportionately affect them. :*Recommendation: Replace fixed charge with an energy charge *Alternative On-Bill Credit mechanism :*Monthly credit limited to the consumption :*Would result in a significant reduction in value compared with Net Metering - up to 60% :*Projects would be much less economic :*Significant harm to community solar :*Recommendation: Remove this limitation *Utility Discretion :*Utilities want ability to remove customers from the tariff without due process or DoER involvement :*Recommendation: restrict and more carefully define what is allowed === ClearResult - Process === ClearResult was selected to manage the SMART program implementation for DoER *[http://www.MASmartSolar.com|www.MASmartSolar.com] - Information and resources :*Live, but still being built out *[http://MAsmartsolar.powerclerk.com|MASmartSolar.PowerClerk.com] - application portal :*Developed for CA solar program 10 years ago. Widely used. Permits: *'''Ministerial''' - Issued by municipality *'''Non-Minsterial''' - Other entitites such as ZBA, ConCom, State agencies Queues and program participation: *There are no queues at the point - full or otherwise *Portal will open for applications once the program officially begins :*All projects submitted the first day will have the same time stamp :*Tie breaker for <25 kW systems - contract execution date mdi7lnt94677ws85yt9p1kmcq4t6s9s 495 494 2024-05-24T04:54:29Z Michael 1 1 revision imported 494 wikitext text/x-wiki An [[entity of::NECEC ]] [[activity type::webinar]] held on [[activity date::2018-02-27]].[[topical resource for::Sustainability/Renewable Energy/Solar| ]][[topical resource for::Sustainability/Project Finance| ]] '''Note:''' slides and replay information to be shared with participants. == Speakers == *[[is a member of::Jamie Dickerson]], moderator *Attorney from sponsoring firm *[[involved::SEIA]] rep *DoER renewable energy analyst (for Q&A) == Notes == === Program Details === Values and conditions subject to the final tariff as approved by the DPU - case '''DPU 17-140''' *Final comments, revisions filed with the DPU by late April *DPU Discussion June *Final tariff expected in June Smart Tariff Generation Unit ('''STGU''') - installed after 2018-01-01 *Net Metered *Non-Net Metered ("Qualifying Facility", '''QF''') *Alternative On-Bill Credit ('''AOBC''') Term of incentive payments under the tariff: *<= 25 kW - '''10 years''' *> 25 kW - '''20 years''' Project deadline - Date of Qualification + 1 year *< 25kW - Commercial operation date (COD) *> 25kW - Construction must be mechanically complete :*Projects can request a 6 month extension (fee required) :*DoER can great extensions for good cause Space is reserved under each utility's blocks for projects under 25kW *Minimum of 20% *Range 20% - 35% (Set by DoER?) Compensation under the SMART program is tied to the (declining) capacity blocks *Blocks are independent by utility *Blocks for Eversource & NGrid decline '''4%''' per year over '''8''' total blocks :*smaller utilities have other rates, smaller number of blocks Compensation rate set by the initial auction: *Eversource initial block - '''.17000'''/kWh :*Block 2 - '''.16320'''/kWh *National Grid initial block - '''.15563'''/kWh :*Block 2 - '''.14940'''/kWh '''Rate Factors''': *Low Income <25 kW - 230% *<25 kW - '''200%''' *25 kW - 250 kW - 150% *250 kW - 500 kW - 125% *500 kW - 1 MW - 110% '''Rate Adders''' *Adders apply to only the first 80MW in a block (as designated by DoER) *Eligible projects may include one adder from each category of adders: ::({{hct||Note:}} Projects < 25kW only qualify for the '''storage adder''') :*Location-based adders :*Offtaker-based adders :*Solar tracker adder :*Storage adder - '''0.045'''/kWh '''Compensation''' Compensation can be fixed or variable *Standalone systems (NM, QF, AOBC) - Variable *Behind the Meter (NM, QF) - Fixed Compensation = Compensation rate set by auction + adders - subtractors - energy value :*'''Energy Value''' = 3-year average basic rate + transmission + distribution DoER has not yet finished the value of energy (study?) *Plans to publish a guide using basic rate information provided by the utilities *Not the exact basic rate, but a close approximation === '''SEIA''' - Issues in Tariff Proceeding === *Capacity Rights :*Utilities assert ownership of value of energy :*Would restrict ability of QF & AOBC systems to sell energy in the Forward Capacity Markets (FCM) :*Recommendation: Eliminate it *Cost Recovery by Fixed Charge - recovery the cost of the program from ratepayers :*Spread the charge over all ratepayers as a fixed charge :*Would harm the economics of solar projects :*Utilities argue is necessary to protect low-income ratepayers. But impact would disproportionately affect them. :*Recommendation: Replace fixed charge with an energy charge *Alternative On-Bill Credit mechanism :*Monthly credit limited to the consumption :*Would result in a significant reduction in value compared with Net Metering - up to 60% :*Projects would be much less economic :*Significant harm to community solar :*Recommendation: Remove this limitation *Utility Discretion :*Utilities want ability to remove customers from the tariff without due process or DoER involvement :*Recommendation: restrict and more carefully define what is allowed === ClearResult - Process === ClearResult was selected to manage the SMART program implementation for DoER *[http://www.MASmartSolar.com|www.MASmartSolar.com] - Information and resources :*Live, but still being built out *[http://MAsmartsolar.powerclerk.com|MASmartSolar.PowerClerk.com] - application portal :*Developed for CA solar program 10 years ago. Widely used. Permits: *'''Ministerial''' - Issued by municipality *'''Non-Minsterial''' - Other entitites such as ZBA, ConCom, State agencies Queues and program participation: *There are no queues at the point - full or otherwise *Portal will open for applications once the program officially begins :*All projects submitted the first day will have the same time stamp :*Tie breaker for <25 kW systems - contract execution date mdi7lnt94677ws85yt9p1kmcq4t6s9s 0 264 496 2020-06-22T16:27:13Z Greis>Michael 0 Michael moved page [[2018-04-19 Webinar - Sustainble Investing and TCFD: Implications for the Future]] to [[2018-04-19 Webinar - Sustainable Investing and TCFD: Implications for the Future]]: Correct misspelling in title 496 wikitext text/x-wiki An [[entity of::brighttalk ]] [[activity type::webinar]] held on [[activity date::2018-04-19]].[[topical resource for::Sustainable Investing| ]] *[[is a member of::Mark Lewis]] (ref'd by [[referenced::Chris Davis]]) :*Previously Utilities analyst at Barclays :*Always working on energy :*Participated in TFCD *TFCD issued final recommendations in June 2017 :*Focused on energy companies, but applicable to all companies :*His background at utility analyst helpful :*Anticipates 25 minute presentation *Background :*Emphasis is on financial disclosure ::*Companies have reported around sustainabiity issues for a long time :*[[referenced::Mark Carney]], Chair of Financial Stability board ::*Not enough standardization around disclosure, especially financial :*Mark and [[referenced::Michael Bloomberg]] announced initiative at COP 21 ::*Announced 2015-12-04 :*Goal - standards for financial reporting to &quot;Promote more informed investment, credit and insurance underwriting decisions :*Goal - Also to enable investors to understand the concentration of carbon assets in the financial sector and the financial system's exposure to climate-related risk :*Carney's &quot;Tragedy of the Horizon&quot; 2015-09 speech was the genesis ::*Spelled out (to Lloyd's of London) :::*appropriate - insurance industry deailng with this longer than others ::*Discrepency between ever-greater exposure to climate risk for future generations and the lack of incentive for today's generation of market actors to take action ::*Financial markets work on the basis of information :::*More information, more efficiency ::*Need this climate information to avoid disconnect and reduce the risks of climate-related financial meltdowns ::*Must start with better disclosure and reporting of risks by companies *Challenges :*Issuers have obligation to disclose material risk, but no framework for climate-related risk :*Lenders, insurers and investors need decision-useful climated-related risk :*Regulators who need to understand financial system risks :*<b>Voluntary</b> disclosure - but some now looking at required ::*UK - Has been debated in House of Commons ::*France - Law 173A - puts an obligation on French institutions to report on climate risk and what they are doing to prepare for tighter regulations resulting from COP commitments. *RIsks and Opportunities slide :*Get this chart (Slide 4 from recommendations) ::*NB: That is not slide 4 of the June 2017 summary ::*Found as Figure 1, p. 8 of the final report ::*Saved in <mmb>C:\documents\images</mmb> :*Legal risks - cases filed on climate-related damage :*Transition risks - risks to value of companies - especially energy - in transition to a low-carbon economy. :*His theory of how transition will play out ::*Virtuous loop of policy & technology :::*Government sets policy targets :::*As targets are filled with green energy, costs falls :::*Allows government to set more aggressive targets ::*Have seen this in Europe :*Investor pressure ::*Investors can see this playing out ::*Look at European Utility industry ::*Market value devastated in last 10 years :::*Much lower cost and much faster adoption for renewables than anyone expect :::*Traditional power producers have had double hit - volume & value ::::*volume of their sales has fallen (renewables, EE) ::::*value of output has fallen - renewables are cheaper :::::*all the costs of renewables is in capital costs :::::*marginal costs are zero :::::*wholesale power prices in Europe have fallen ::*Utility companies have lost value - some up to 85% ::*What other sectors can this happen to? Oil & Gas :::*If EV's take off, Oil & Gas will be toast :::*Don't know how big by 2030 & beyond :::*What can say is that expectations have accelerated from where they were three years ago. ::::*Same pattern as in utilities :::*Phase-out of ICE ::::*Two of largest expected growth markets for oil & gas - India & China - are among countries who have announced a planned phase-out of ICE. :*Opportunities - they exist *Evaluating Financial Impact :*Financial Statements (Good chart) ::*Reminds of SASB *Development of recommendations :*Significant engagement with stakeholders ::*Data providers/analyzers and data users :*Used as many existing climate-change disclosure regimes as possible :*Understand that continuing development is key *Extensive public consultation and feedback :*Public interested in <u>materiality</u> and <u>location</u> of disclosures :*Metrics for non-financial sectors :*Scenario analysis *Recommendations - 4 pillars :*Governance ::*who is accountable for what? ::*climate change is existential threat, complex ::*Board & CEO should be engaged and accountable :*Strategy :*Risk Maangement :*Metrics and Targets 56qj978ck8f40b0setix3i45ybu07xx 497 496 2024-05-24T04:54:29Z Michael 1 1 revision imported 496 wikitext text/x-wiki An [[entity of::brighttalk ]] [[activity type::webinar]] held on [[activity date::2018-04-19]].[[topical resource for::Sustainable Investing| ]] *[[is a member of::Mark Lewis]] (ref'd by [[referenced::Chris Davis]]) :*Previously Utilities analyst at Barclays :*Always working on energy :*Participated in TFCD *TFCD issued final recommendations in June 2017 :*Focused on energy companies, but applicable to all companies :*His background at utility analyst helpful :*Anticipates 25 minute presentation *Background :*Emphasis is on financial disclosure ::*Companies have reported around sustainabiity issues for a long time :*[[referenced::Mark Carney]], Chair of Financial Stability board ::*Not enough standardization around disclosure, especially financial :*Mark and [[referenced::Michael Bloomberg]] announced initiative at COP 21 ::*Announced 2015-12-04 :*Goal - standards for financial reporting to &quot;Promote more informed investment, credit and insurance underwriting decisions :*Goal - Also to enable investors to understand the concentration of carbon assets in the financial sector and the financial system's exposure to climate-related risk :*Carney's &quot;Tragedy of the Horizon&quot; 2015-09 speech was the genesis ::*Spelled out (to Lloyd's of London) :::*appropriate - insurance industry deailng with this longer than others ::*Discrepency between ever-greater exposure to climate risk for future generations and the lack of incentive for today's generation of market actors to take action ::*Financial markets work on the basis of information :::*More information, more efficiency ::*Need this climate information to avoid disconnect and reduce the risks of climate-related financial meltdowns ::*Must start with better disclosure and reporting of risks by companies *Challenges :*Issuers have obligation to disclose material risk, but no framework for climate-related risk :*Lenders, insurers and investors need decision-useful climated-related risk :*Regulators who need to understand financial system risks :*<b>Voluntary</b> disclosure - but some now looking at required ::*UK - Has been debated in House of Commons ::*France - Law 173A - puts an obligation on French institutions to report on climate risk and what they are doing to prepare for tighter regulations resulting from COP commitments. *RIsks and Opportunities slide :*Get this chart (Slide 4 from recommendations) ::*NB: That is not slide 4 of the June 2017 summary ::*Found as Figure 1, p. 8 of the final report ::*Saved in <mmb>C:\documents\images</mmb> :*Legal risks - cases filed on climate-related damage :*Transition risks - risks to value of companies - especially energy - in transition to a low-carbon economy. :*His theory of how transition will play out ::*Virtuous loop of policy & technology :::*Government sets policy targets :::*As targets are filled with green energy, costs falls :::*Allows government to set more aggressive targets ::*Have seen this in Europe :*Investor pressure ::*Investors can see this playing out ::*Look at European Utility industry ::*Market value devastated in last 10 years :::*Much lower cost and much faster adoption for renewables than anyone expect :::*Traditional power producers have had double hit - volume & value ::::*volume of their sales has fallen (renewables, EE) ::::*value of output has fallen - renewables are cheaper :::::*all the costs of renewables is in capital costs :::::*marginal costs are zero :::::*wholesale power prices in Europe have fallen ::*Utility companies have lost value - some up to 85% ::*What other sectors can this happen to? Oil & Gas :::*If EV's take off, Oil & Gas will be toast :::*Don't know how big by 2030 & beyond :::*What can say is that expectations have accelerated from where they were three years ago. ::::*Same pattern as in utilities :::*Phase-out of ICE ::::*Two of largest expected growth markets for oil & gas - India & China - are among countries who have announced a planned phase-out of ICE. :*Opportunities - they exist *Evaluating Financial Impact :*Financial Statements (Good chart) ::*Reminds of SASB *Development of recommendations :*Significant engagement with stakeholders ::*Data providers/analyzers and data users :*Used as many existing climate-change disclosure regimes as possible :*Understand that continuing development is key *Extensive public consultation and feedback :*Public interested in <u>materiality</u> and <u>location</u> of disclosures :*Metrics for non-financial sectors :*Scenario analysis *Recommendations - 4 pillars :*Governance ::*who is accountable for what? ::*climate change is existential threat, complex ::*Board & CEO should be engaged and accountable :*Strategy :*Risk Maangement :*Metrics and Targets 56qj978ck8f40b0setix3i45ybu07xx 0 265 498 2020-11-30T23:12:54Z Greis>Michael 0 498 wikitext text/x-wiki Notes from the [[entity of::NECEC]] annual [[activity type::meeting]] held on [[activity date::2018-12-05]][[activity type::seminar| ]] NECEC Annual Meeting #notes *Peter’s Industry Overview :* Mass jobs ::*$11.4 b industry ::*109,266 workers ::*4% growth 16 to 17 :*Solar 4:596 MW in NE and NY :*Wind 3,336 MW - NY 1.900 and ME 900 mw :*CleanEdge state ranking #2. :*NECEC Strategic Partner Network - now 12 ::*Get list... :*Horizon 18 - oct for 2019 ::*Collabrate *2019 Policy Priorities :*Incentives :*Procurement :*Interconnection :*Microgrids :*Storage :*EVs *People :*Frank Curran - CleanEnergy Blockchain :*Kathryn Chelminski AmerescoDER and GridMod *Mid-term developments + CT and ME *Ideas :*Tie to necessary 2030 goals :*Der - integrate storage, focus on resilience and EV? *DER discussion. Kathryn C. :*Global der 132 GW to 528 2017-26. Navigant :*Smart 630 Mae projects submitted in 1st week plus :*Challenges - regulations, interconnect, sitin and zoning, costs *Janet - Grid Mod / 21st C electricity system :*Pillars ::*Distribution and Transmission planning ::*Regulatory framework ::*Rate design ::*Innovation *Breakout :*Think about customer impact and solutions - der, storage and business model/case *Grid-scale renewables :*With long-term $3-4/mbtu natural gas at Henry hub, large-scale renewables will not be largely/primarily market-driven :*Government - procurements, climate change goals ::*Dust solar Residential smart tech :*Vineyard wind 800 mw :*Revolution wind 600 mw :*1,200 Mw Canadian hydro :*Solar installed 3,134 NW NE :*Solar iso q 3,594 mw :*what is the role of transmission? *Clean Transportation :*Transportation 40% of GHG *Wrap-up ideas :*Der target %s by states 2jlj6glzoj3dryzfw2n9imc9eotn9u4 499 498 2024-05-24T04:54:29Z Michael 1 1 revision imported 498 wikitext text/x-wiki Notes from the [[entity of::NECEC]] annual [[activity type::meeting]] held on [[activity date::2018-12-05]][[activity type::seminar| ]] NECEC Annual Meeting #notes *Peter’s Industry Overview :* Mass jobs ::*$11.4 b industry ::*109,266 workers ::*4% growth 16 to 17 :*Solar 4:596 MW in NE and NY :*Wind 3,336 MW - NY 1.900 and ME 900 mw :*CleanEdge state ranking #2. :*NECEC Strategic Partner Network - now 12 ::*Get list... :*Horizon 18 - oct for 2019 ::*Collabrate *2019 Policy Priorities :*Incentives :*Procurement :*Interconnection :*Microgrids :*Storage :*EVs *People :*Frank Curran - CleanEnergy Blockchain :*Kathryn Chelminski AmerescoDER and GridMod *Mid-term developments + CT and ME *Ideas :*Tie to necessary 2030 goals :*Der - integrate storage, focus on resilience and EV? *DER discussion. Kathryn C. :*Global der 132 GW to 528 2017-26. Navigant :*Smart 630 Mae projects submitted in 1st week plus :*Challenges - regulations, interconnect, sitin and zoning, costs *Janet - Grid Mod / 21st C electricity system :*Pillars ::*Distribution and Transmission planning ::*Regulatory framework ::*Rate design ::*Innovation *Breakout :*Think about customer impact and solutions - der, storage and business model/case *Grid-scale renewables :*With long-term $3-4/mbtu natural gas at Henry hub, large-scale renewables will not be largely/primarily market-driven :*Government - procurements, climate change goals ::*Dust solar Residential smart tech :*Vineyard wind 800 mw :*Revolution wind 600 mw :*1,200 Mw Canadian hydro :*Solar installed 3,134 NW NE :*Solar iso q 3,594 mw :*what is the role of transmission? *Clean Transportation :*Transportation 40% of GHG *Wrap-up ideas :*Der target %s by states 2jlj6glzoj3dryzfw2n9imc9eotn9u4 0 266 500 2019-01-15T18:40:45Z Greis>Michael 0 Created page with "An [[entity of::NECEC ]] [[activity type::webinar]] held on [[activity date::2018-12-06]]. NECEC Investor & Corporate Partner Webinar 2018-12-06 #notes *Engie New Ventures..." 500 wikitext text/x-wiki An [[entity of::NECEC ]] [[activity type::webinar]] held on [[activity date::2018-12-06]]. NECEC Investor & Corporate Partner Webinar 2018-12-06 #notes *Engie New Ventures :*Decarbonization, decentralization and digitization :*Series B, C - have customers/revenue and ready for growth :*Typical investment $3-$5m :*Strategic fit - two-way especially - is critical *Redaptive - finance corporate EE opportunities :*Assumes all project costs, execution risk, project performance risk and ROI risk :*EEaaS - EE as a Service option :*Circuit-level metering on every asset for ongoing measurement and assessment :*Engie was the chosen partner is their most recent investment round *Connected Energy - Develop energy storage systems using 2nd life (i.e., used) EV battery packs :*UK Company :*Received early funds from UK government :*A Round included Maquarie, Engie :*Customers include Jaguar, Land Rover. Renault and Nissan prnrpr6lm5s2hul5s7q0k7q782vegdx 501 500 2024-05-24T04:54:29Z Michael 1 1 revision imported 500 wikitext text/x-wiki An [[entity of::NECEC ]] [[activity type::webinar]] held on [[activity date::2018-12-06]]. NECEC Investor & Corporate Partner Webinar 2018-12-06 #notes *Engie New Ventures :*Decarbonization, decentralization and digitization :*Series B, C - have customers/revenue and ready for growth :*Typical investment $3-$5m :*Strategic fit - two-way especially - is critical *Redaptive - finance corporate EE opportunities :*Assumes all project costs, execution risk, project performance risk and ROI risk :*EEaaS - EE as a Service option :*Circuit-level metering on every asset for ongoing measurement and assessment :*Engie was the chosen partner is their most recent investment round *Connected Energy - Develop energy storage systems using 2nd life (i.e., used) EV battery packs :*UK Company :*Received early funds from UK government :*A Round included Maquarie, Engie :*Customers include Jaguar, Land Rover. Renault and Nissan prnrpr6lm5s2hul5s7q0k7q782vegdx 0 267 502 2020-06-09T13:56:15Z Greis>Michael 0 Created page with "A [[entity of::Bloomberg]] [[activity type::webinar]] held on [[activity date::2020-05-13]].[[topical resource for::Sustainable Investing| ]][[topical resource for::COVID-19]]..." 502 wikitext text/x-wiki A [[entity of::Bloomberg]] [[activity type::webinar]] held on [[activity date::2020-05-13]].[[topical resource for::Sustainable Investing| ]][[topical resource for::COVID-19]] === Participants === *Lee Bailin - Head of Sustainability, Business Development BNEF *Kyle Harrison - Analyst, corporate sustainability, BNEF *Mallory Rutigliano - Analyst, Green &amp;amp; Sustainability Finance BNEF *Shaheen Contractor - Analyst === Overview of Bloomberg ESG offerings === *Bloomberg New Energy Finance - BNEF *Coverage - commodities, sector transitions, cross-cutting technologies, policies, trends *Bloomberg Intelligence *Short &amp;amp; long term ESG themes across Equity &amp;amp; Credit markets, including industries and companies *Also curates ESG data sets *ESG Data *1,170 ESG data fields *ESG Dashboard - relevant metrics based on materiality standards - orgs &amp;amp; their analysts *Use relative ranking for own === Kyle Harrison === *Reporting &amp;amp; Drivers - TCFD *Overview of thinking - 3 phases *Shut-down :*Government spending, value chain bottlenecks *Recovery :*Economy restart in phases :*Companies/industries retain some of what they did during shutdown *Post-recovery :*System shift in corporate &amp;amp; consumar behavior :*Measures to handle a future occurrence *Shutdown phase *Much shuffling of priorities and projects *Sustainability teams may find it be harder to move initiatives forward :*Still need to work with all the internal stakeholders :*If one group is distracted, can cause delays *Since April - only 12 companies joined RE100 - significantly down :*hard to get commitments through :*hard to assess future needs/operations *Drop in science-based targets (?) *Corporate PPAs have slowed, but only slightly *Recovery *clean energy deals :*power demand is suppressed (-) :*more planning for resilience (+) *ERCOT example - ERCOT is world's largest PPA market :*futures - expecting lower prices over next several months *Resilience more important :*new supporters for TCFD :*through April, new supporters 3x 2019 level (over 200) :*seeing demand for investors - better long-term investors :*ESG funds out-performing their equivalent (Shaheen) :*ESG support should continue to grow, even afte recovery period *Post recovery :*Commitment drive long-term activity :*resilience further integrated :*more localized supply chains (impact ?) :*Companies will stick to their decarbonization targets and drive clean energy demand :*Additional 201 TW contracted needed by RE100 members by 2030 :*RE100 members concentrated in highly developed countries ::*Supply chains more broadly based ::*Will some of these companies shift some suppliers closer to home. ::*That will help their sustainability efforts ::*Also make it easier to engage with them === Mallory - Green and Sustainable Finance analyst === *Other side of the coin from corporate sustainability *Sustainable Finance Coverage *Policy &amp;amp; Frameworks :*Regulation and incentives :*Frameworks - TCFD, SAS, SD, HLEG *Strategic opportunities - green bonds, loans, commerical paper, structured notes *sustainbility-linked funds... *Cumulative issuance of sustainable debt *$1,200 billion by beginning 2020 *hockey stick growth :*100 billion mid-2016 *borrowing activity already impacted, but not equally *Types of financing vehicles :*green bond :*green loan :*sustainbility linked bond, :*sustainability-linked loans ::*tie to a target at company or issuer level, not financing a specific green/sust initiative :*sustainbility bond :*social bond *Trends :*green tracking below 2019 levels :*but 2019 was a record year :*green bonds - have seen an uptick in April :*green loans - slowing, not improving :*social issuance has seen huge growth ::*$20b in April versus $6b in 2019 ::*More than in any previous year total :*Sustainability remains solid ::*Sustainability bonds - on track :::*green down, social up - makes sense ::*Sustainability-linked loans - new records :::*$40b ytd &amp;gt; 2019 ytd :::*$140b total 2019 :::*$50b in 2018 :*Pandemic response bonds ::*examining causation ::*pandemic themed bond issuance substantial this year and rising :::*~$25b in Feb to ~$85 in Apr ::*corporate &amp;amp; government only :*Immediate-term ::*government spending generally ignores ESG :*Recovery phase ::*Green debt rebounds ::*Lasting greater focus on S :*Post recovery ::*More holistic ESG lens ::*little disruption to sustainable borrowing === Shaheen === *BI ESG team looking at *Impacts on ESG ETF performance and flows *Impact on Carbon Emissions *Credit perspective *Proxy trends *Focus here on ESG ETF performance and flows *1Q - drawdown :*ESG ETFs saw outperformance :*ESG ETFs saw inflows :*Broad ESG strategies outperformed :*Fossil-fuel free benefited; clean energy suffered relatively *Post-recovery / longer-term :*ESG will continue to be a sig long term strategy :*liquidation and fee structures will stress smaller, more expensive products *Outperformance of ESG during drawdown :*Have seen this before :*outperforms during drawdowns, underperforms during bull markets ::*drawdown - 2015, 2018, 2020 :*low volatility and quality factors drive this behavior :*point to long-term outperformance potential *Inflows :*Sticky flows :*Viewed as long-term investment - not a short-term trading strategy :*8% showed outflows versus 22% of all ETFs *FLow tracker - what worked and what didn't :*in ESG ETF data library 9rjqoqurieinrzix7if43dzr1w592t2 503 502 2024-05-24T04:54:29Z Michael 1 1 revision imported 502 wikitext text/x-wiki A [[entity of::Bloomberg]] [[activity type::webinar]] held on [[activity date::2020-05-13]].[[topical resource for::Sustainable Investing| ]][[topical resource for::COVID-19]] === Participants === *Lee Bailin - Head of Sustainability, Business Development BNEF *Kyle Harrison - Analyst, corporate sustainability, BNEF *Mallory Rutigliano - Analyst, Green &amp;amp; Sustainability Finance BNEF *Shaheen Contractor - Analyst === Overview of Bloomberg ESG offerings === *Bloomberg New Energy Finance - BNEF *Coverage - commodities, sector transitions, cross-cutting technologies, policies, trends *Bloomberg Intelligence *Short &amp;amp; long term ESG themes across Equity &amp;amp; Credit markets, including industries and companies *Also curates ESG data sets *ESG Data *1,170 ESG data fields *ESG Dashboard - relevant metrics based on materiality standards - orgs &amp;amp; their analysts *Use relative ranking for own === Kyle Harrison === *Reporting &amp;amp; Drivers - TCFD *Overview of thinking - 3 phases *Shut-down :*Government spending, value chain bottlenecks *Recovery :*Economy restart in phases :*Companies/industries retain some of what they did during shutdown *Post-recovery :*System shift in corporate &amp;amp; consumar behavior :*Measures to handle a future occurrence *Shutdown phase *Much shuffling of priorities and projects *Sustainability teams may find it be harder to move initiatives forward :*Still need to work with all the internal stakeholders :*If one group is distracted, can cause delays *Since April - only 12 companies joined RE100 - significantly down :*hard to get commitments through :*hard to assess future needs/operations *Drop in science-based targets (?) *Corporate PPAs have slowed, but only slightly *Recovery *clean energy deals :*power demand is suppressed (-) :*more planning for resilience (+) *ERCOT example - ERCOT is world's largest PPA market :*futures - expecting lower prices over next several months *Resilience more important :*new supporters for TCFD :*through April, new supporters 3x 2019 level (over 200) :*seeing demand for investors - better long-term investors :*ESG funds out-performing their equivalent (Shaheen) :*ESG support should continue to grow, even afte recovery period *Post recovery :*Commitment drive long-term activity :*resilience further integrated :*more localized supply chains (impact ?) :*Companies will stick to their decarbonization targets and drive clean energy demand :*Additional 201 TW contracted needed by RE100 members by 2030 :*RE100 members concentrated in highly developed countries ::*Supply chains more broadly based ::*Will some of these companies shift some suppliers closer to home. ::*That will help their sustainability efforts ::*Also make it easier to engage with them === Mallory - Green and Sustainable Finance analyst === *Other side of the coin from corporate sustainability *Sustainable Finance Coverage *Policy &amp;amp; Frameworks :*Regulation and incentives :*Frameworks - TCFD, SAS, SD, HLEG *Strategic opportunities - green bonds, loans, commerical paper, structured notes *sustainbility-linked funds... *Cumulative issuance of sustainable debt *$1,200 billion by beginning 2020 *hockey stick growth :*100 billion mid-2016 *borrowing activity already impacted, but not equally *Types of financing vehicles :*green bond :*green loan :*sustainbility linked bond, :*sustainability-linked loans ::*tie to a target at company or issuer level, not financing a specific green/sust initiative :*sustainbility bond :*social bond *Trends :*green tracking below 2019 levels :*but 2019 was a record year :*green bonds - have seen an uptick in April :*green loans - slowing, not improving :*social issuance has seen huge growth ::*$20b in April versus $6b in 2019 ::*More than in any previous year total :*Sustainability remains solid ::*Sustainability bonds - on track :::*green down, social up - makes sense ::*Sustainability-linked loans - new records :::*$40b ytd &amp;gt; 2019 ytd :::*$140b total 2019 :::*$50b in 2018 :*Pandemic response bonds ::*examining causation ::*pandemic themed bond issuance substantial this year and rising :::*~$25b in Feb to ~$85 in Apr ::*corporate &amp;amp; government only :*Immediate-term ::*government spending generally ignores ESG :*Recovery phase ::*Green debt rebounds ::*Lasting greater focus on S :*Post recovery ::*More holistic ESG lens ::*little disruption to sustainable borrowing === Shaheen === *BI ESG team looking at *Impacts on ESG ETF performance and flows *Impact on Carbon Emissions *Credit perspective *Proxy trends *Focus here on ESG ETF performance and flows *1Q - drawdown :*ESG ETFs saw outperformance :*ESG ETFs saw inflows :*Broad ESG strategies outperformed :*Fossil-fuel free benefited; clean energy suffered relatively *Post-recovery / longer-term :*ESG will continue to be a sig long term strategy :*liquidation and fee structures will stress smaller, more expensive products *Outperformance of ESG during drawdown :*Have seen this before :*outperforms during drawdowns, underperforms during bull markets ::*drawdown - 2015, 2018, 2020 :*low volatility and quality factors drive this behavior :*point to long-term outperformance potential *Inflows :*Sticky flows :*Viewed as long-term investment - not a short-term trading strategy :*8% showed outflows versus 22% of all ETFs *FLow tracker - what worked and what didn't :*in ESG ETF data library 9rjqoqurieinrzix7if43dzr1w592t2 0 268 504 2020-06-11T16:40:49Z Greis>Michael 0 504 wikitext text/x-wiki This online event, taking place from 2020-06-15 through 2020-06-19, is presented by [[entity of::Responsible Investor]]. [[topical resource for::Sustainable Investing Initiative]] [https://na.eventscloud.com/website/12675/agenda/ Agenda page] <u>Day 1 - 2020-06-15</u> *Keynote: Four things we think we know about ESG and investment in the COVID-19 pandemic, but do we really? :*Masja Zandbergen, Head of Sustainability Integration, Robeco *Keynote: France’s push on climate reporting, green investment and clean tech, and the net zero road to the Paris Agreement :Brune Poirson, French Secretary of State for the Ecological and Social Transition *COVID-19 and the Future of Capitalism ::How will markets change as a result of Covid-19 and what does that mean for sustainable finance? E: Will funding for environmental finance be set back in favour of re-establishing BAU, or is it the way to revive growth? What hope for COP26? And what about the oil price? S: Can we expect more focus on social, labour and equality issues in future corporate and investment thinking? G: Has the crisis put corporate governance on hold, or indicated that we need much more of it? :*Valentijn van Nieuwenhuijzen, Chief Investment Officer, NN Investment Partners :*Magnus Billing, CEO, Alecta :*Michael Baldinger, Global Head of Sustainable and Impact Investing Asset Management, UBS :*Ben Caldecott, Director, Oxford Sustainable Finance Programme and Associate Professor :*Yvonne Bakkum, Managing Director, FMO Investment Management *(Several other sessions) *An RI Careers special plenary - Is it cool to care about sustainability issues, and can it become an asset to your career? ::Responsible investment has come a long way in the last forty years. From its roots among investors who were explicit about wanting to align their investments with their values, it has grown to a multi-billion dollar industry centred around financial materiality. People come into the industry because they are motivated to do good. Yet talking about 'doing good' is still often taboo. Covid-19 is reshaping what we expect society to be like: cleaner air, more nature, stronger communities, less inequality. Does this mean that openly acknowledging values will be an asset for the post-crisis investment industry? Will it be cool to show you care? What does this mean for ESG as we know it? :*Rob Lake, Founder, Authentic Investor :*Jane Ambachtsheer, Global Head of Sustainability, BNP Paribas Asset Management :*Geeta Aiyer, President, Boston Common Asset Management :*David Wood, Adjunct Lecturer in Public Policy and the Director of the Initiative for Responsible Investment (IRI) at the Hauser Center for Nonprofit Organizations, Harvard Kennedy College <u>Day 2</u> *(Plenary) *What does it actually mean to be a responsible investor in 2020 and beyond? 10:45 - 12:00 16/06/2020 ::What’s real and what’s greenwash? What is needed to call yourself a responsible investor today? How are investors being compared on their RI commitments, and how will that evolve? How are seasoned responsible investors demonstrating progress? How deeply is ESG really integrated into investment decision-making and day-to-day strategy and work, and what difference does it make for sustainable investment returns? Is the performance question now settled? Moving forward: shifting from risk management to strategic changes and innovation. :*Jakob Thomae, Managing Director, 2 Degrees Initiative Investing :*Michael Marshall, Director of Responsible Investment & Engagement, LGPS Central :*Catherine Howarth, CEO, ShareAction :*Ben Buckley, Director, Portfolio Analyst - ESG Investments, Clearbridge Investments :*Matt Christensen, Global Head of Impact Strategy and Responsible Investment, AXA <u>Day 3</u> *(Keynotes) *The road to net-zero economies and the investment implications. 10:45 - 12:00 17/06/2020 ::Working towards net-zero: how are corporates and investors looking to align their businesses with net-zero by 2050 at the latest? What do net-zero targets mean for decarbonising industry sectors, over what timeframes, and what are the investment implications? Risks vs opportunities in setting science-based targets and examples of profitable net-zero business models. Are climate investor engagement initiatives like Climate Action 100+ really working? :*Remy Briand, Head of ESG, MSCI :*Jaspreet Duhra, Head of EMEA ESG Indices, S&P Dow Jones Indices :*Luis Cabra, Executive Managing Director of Technology Development, Resources and Sustainability, Repsol :*Adam Matthews, Director of Ethics and Engagement, Church of England :*Will Martindale, Director of Policy and Research, PRI <u>Day 4</u> <u>Day 5</u> *Keynote: The world's largest pension fund updates on the significant steps it has taken in implementing its ESG and stewardship strategy in public markets 09:50 - 10:30 19/06/2020 ::The world's largest pension fund updates on the significant steps it has taken in implementing its ESG and stewardship strategy in public markets :*Hiroshi Komori, Senior Director, Stewardship and ESG, GPIF in Japan 3nlg8168gbvg8auepzajpo67rnffszq 505 504 2024-05-24T04:54:29Z Michael 1 1 revision imported 504 wikitext text/x-wiki This online event, taking place from 2020-06-15 through 2020-06-19, is presented by [[entity of::Responsible Investor]]. [[topical resource for::Sustainable Investing Initiative]] [https://na.eventscloud.com/website/12675/agenda/ Agenda page] <u>Day 1 - 2020-06-15</u> *Keynote: Four things we think we know about ESG and investment in the COVID-19 pandemic, but do we really? :*Masja Zandbergen, Head of Sustainability Integration, Robeco *Keynote: France’s push on climate reporting, green investment and clean tech, and the net zero road to the Paris Agreement :Brune Poirson, French Secretary of State for the Ecological and Social Transition *COVID-19 and the Future of Capitalism ::How will markets change as a result of Covid-19 and what does that mean for sustainable finance? E: Will funding for environmental finance be set back in favour of re-establishing BAU, or is it the way to revive growth? What hope for COP26? And what about the oil price? S: Can we expect more focus on social, labour and equality issues in future corporate and investment thinking? G: Has the crisis put corporate governance on hold, or indicated that we need much more of it? :*Valentijn van Nieuwenhuijzen, Chief Investment Officer, NN Investment Partners :*Magnus Billing, CEO, Alecta :*Michael Baldinger, Global Head of Sustainable and Impact Investing Asset Management, UBS :*Ben Caldecott, Director, Oxford Sustainable Finance Programme and Associate Professor :*Yvonne Bakkum, Managing Director, FMO Investment Management *(Several other sessions) *An RI Careers special plenary - Is it cool to care about sustainability issues, and can it become an asset to your career? ::Responsible investment has come a long way in the last forty years. From its roots among investors who were explicit about wanting to align their investments with their values, it has grown to a multi-billion dollar industry centred around financial materiality. People come into the industry because they are motivated to do good. Yet talking about 'doing good' is still often taboo. Covid-19 is reshaping what we expect society to be like: cleaner air, more nature, stronger communities, less inequality. Does this mean that openly acknowledging values will be an asset for the post-crisis investment industry? Will it be cool to show you care? What does this mean for ESG as we know it? :*Rob Lake, Founder, Authentic Investor :*Jane Ambachtsheer, Global Head of Sustainability, BNP Paribas Asset Management :*Geeta Aiyer, President, Boston Common Asset Management :*David Wood, Adjunct Lecturer in Public Policy and the Director of the Initiative for Responsible Investment (IRI) at the Hauser Center for Nonprofit Organizations, Harvard Kennedy College <u>Day 2</u> *(Plenary) *What does it actually mean to be a responsible investor in 2020 and beyond? 10:45 - 12:00 16/06/2020 ::What’s real and what’s greenwash? What is needed to call yourself a responsible investor today? How are investors being compared on their RI commitments, and how will that evolve? How are seasoned responsible investors demonstrating progress? How deeply is ESG really integrated into investment decision-making and day-to-day strategy and work, and what difference does it make for sustainable investment returns? Is the performance question now settled? Moving forward: shifting from risk management to strategic changes and innovation. :*Jakob Thomae, Managing Director, 2 Degrees Initiative Investing :*Michael Marshall, Director of Responsible Investment & Engagement, LGPS Central :*Catherine Howarth, CEO, ShareAction :*Ben Buckley, Director, Portfolio Analyst - ESG Investments, Clearbridge Investments :*Matt Christensen, Global Head of Impact Strategy and Responsible Investment, AXA <u>Day 3</u> *(Keynotes) *The road to net-zero economies and the investment implications. 10:45 - 12:00 17/06/2020 ::Working towards net-zero: how are corporates and investors looking to align their businesses with net-zero by 2050 at the latest? What do net-zero targets mean for decarbonising industry sectors, over what timeframes, and what are the investment implications? Risks vs opportunities in setting science-based targets and examples of profitable net-zero business models. Are climate investor engagement initiatives like Climate Action 100+ really working? :*Remy Briand, Head of ESG, MSCI :*Jaspreet Duhra, Head of EMEA ESG Indices, S&P Dow Jones Indices :*Luis Cabra, Executive Managing Director of Technology Development, Resources and Sustainability, Repsol :*Adam Matthews, Director of Ethics and Engagement, Church of England :*Will Martindale, Director of Policy and Research, PRI <u>Day 4</u> <u>Day 5</u> *Keynote: The world's largest pension fund updates on the significant steps it has taken in implementing its ESG and stewardship strategy in public markets 09:50 - 10:30 19/06/2020 ::The world's largest pension fund updates on the significant steps it has taken in implementing its ESG and stewardship strategy in public markets :*Hiroshi Komori, Senior Director, Stewardship and ESG, GPIF in Japan 3nlg8168gbvg8auepzajpo67rnffszq 0 269 506 2020-12-01T00:06:52Z Greis>Michael 0 506 wikitext text/x-wiki <!-- Blank template used with InputBox on Events page to create a new page to record an event attended and capture notes from the event --> A [[entity of:: Ceres]] [[activity type::webinar]] held on [[activity date::2020-09-14]] [[topical resource for::Sustainable Investing| ]] == Participants == *'''Rostam Benham''', CFTC Commissioner *'''Bob Litterman''', CFTC Subcommittee Chair *'''Mindy Lubber''', President, Ceres *'''Veena''', Ceres == Overview == == Notes == === Participants: === *Rostam Benham (CFTC 2017-2021) :*Formerly staff to Debbie Stabenow (CFTC & agricultural policy) *Bob Litterman *Mindy Lubber (Ceres CEO since 2003) :*Was regional EPA administrator (NE) under Bill Clinton :*Founded Green Century Capital *Veena === Context - Rostam Benham === *34 members of the sub-committee *Ceres leadership and advocacy on this topic important and welcome *Climate Change not new to him - his work in Congress on CFTC & Agricultural policy :*Climate Change #1 challenge for farmers and ranchers *Chance to have influence through CFTC advisory commissions *When joined CFTC in 2017, began putting together an agenda of items of interest based on his work on agriculture *Believed strongly that a US regulator step up to ask questions about impact of climate change *Proof is out there on a day-to-day basis :*When he started this CFTC work in 2018, had just come off intense wildfire season :*Now see this even more, obviously *Critical to build resilience in financial system and institutions *Led him to focusing on putting together a group to look at climate change at a very granular level ==== What did you hope the commission would accomplish? ==== *Has far exceeded expectations *Had a big vision and big hopes *Also understood the challenge of the current environment ==== Putting together the right people essential to making something happen ==== *In DC, building coalitions is a key to getting things done *This sub-committee covered the entire financial system landscape *When you do that, it becomes hard to challenge the conclusions :*Transcends party, geography, and more ==== Chair is a critical element ==== *34 people is a large group *A politically sensitive issue *() *Bob's critical role - expertise and reputation === This is a world-wide problem - we and our international partners have to step up === === Bob - highlight the high-level recommendations === *was a terrific opportunity; great group of individuals *broad coalition of players across the financial system *their coming to consensus is very powerful and hard to rebut ==== Key items ==== *Capital flows where the incentives are - getting those in place is critical *Role of regulators - complex system :*Strength of their analysis - looked at entire US systems and how they interact with regulators outside the US *Role of corporations - information needed by them, investors and asset managers *What allows capital to flow faster into the low-carbon economy? *Are there additional authorities needed by the regulators? :*No - they have what they need. They need to apply them to climate change *53 recommendations :*Target was 50 pages, but ended up being much more :*High level, but a lot to this topic demanded it *Emphasis on the breadth of the sub-committee ==== Process of getting to consensus? ==== *Remarkably smooth *First meeting - self-introductions *He raised some of the key issues - incentives, disclosure, etc. - no pushback at all *Defined major work streams based on that *All the members stepped up to join one or more work streams *Created an initial draft, brough it back to subcommittee :*Received over 1,000 comments - from them and the staffs at their organizations *Very helpful - used those to identify areas of consensus, areas with differences *Put together sessions to work through and revise those areas with differences *Came to consensus, produced the final draft and had a unanimous vote === Mindy === *Process - takes vision and execution :*Ross & Bob were extraordinary leaders *Wasn't smooth, wasn't "not smooth" - did take an extraordinary leadership and effort to talk with anyone and everyone *Consensus was - considered up front - unimaginable to achieve. But we did. Kudos to Bob and Ross *This is not a problem for an individual industry or several - it is systemic and affects everything *The pandemic demonstrated systemic risks and impacts *Wildfires another demonstration of systemic impact *With climate change, we have an opportunity to mitigate it. Can't eliminate it; too far down the forad *Must take action now. Can do it. *Have a federal agency with some of the smartest risk people in the world saying it is critical. === Examples - momentum around these issues? === *Hearing from across the spectrum - people at multiple regulatory agencies; Senate committee report === Importance of a carbon price - critical === === SEC needs to mandate disclosure of climate risk - it is a material financial risk === === Today Climate Action 100+ - === *Calling on largest emitters to change *Getting responses === Study, disclose & act === === Next steps? === *Rostin :*Thank Mindy for her work on the disclosure portion :*Scope - he has received questions about what CFTC regulates? :*We learned after the 2008 crisis that financial markets are interconnected :*We learned it again in April at the beginning of the Covid pandemic :*Cannot look at markets in isolation - he and Bob agreed that the assessment and report must be broad-based :*Important to have clarity from regulators (saw this with ESG) :*This report fills a huge vaccuum - but is only a first step :*No, they won't have rules drafted in the next month :*These are the building blocks. Necessary building blocks. When we do take action, it will be coherent and coordinated *Bob :*Price on carbon - incentives are so important :*Those of us in the financial markets know that investors will take advantage of any opportunity - a basis point or two has a real impact :*Huge amount of inertia in the system - GHGs are :*Climate Leadership Council - he is chair - put together a dividend-based approach :*Supported accross the board - from Exxon to environmental organizations to economists :*This won't get better until we address it :*We'll probably have to suck some CO2 out of the atmosphere to stabilize the planet :*Some actions are incredibly urgent :*Everyone gets this now - we must take action :*Have to address the fundamental flaw in the economic system - incentives *Mindy :*Agree with others, of course :*Right now, we're dropping money into the economy around the world to address the pandemic :*$10-$12 trillion moving into the economy :*A chunk of this money must be used toward addressing climate change and building a new economy :*Will we lock in the fossil economy or move to a new economy? :*At the end of the day, we will see the benefits. === Questions: === *What will it take to get regulatory action? Will we need Congressional action? :*Rostin - per the report, there isn't much that regulators need :*Yes, the carbon price does need to be done by Congress :*Are seeing hearing and action by committees :*When pull people off the street and ask about climate change, they will talk about the environment, energy production and human health. That's fine; those are critical. :*That said, the financial markets have incredible power to make transformation happen. :*Congress also plays a key role by asking their regulators for information and action :*Seeing good work at the SF Fed :*Not enough, but a start :*My #1 job as a regulator is to implement the laws and regulations passed by Congress :*He engages with them during that process. :*Need collaboration - public/private partnership; global problem. Must do it together and thoughtfully. :*One step at a time. :*All hands on deck. :*He is hopeful we will get there :*Bob - all good. This is a risk problem. :*When you have a risk problem, you must address it immediately. :*Rest of the world is addressing it - looking to the US for action. ::*We must take the steps we've identified ::*And we need to coordinate *Process questions - what was involvement of agencies and administration :*Rostin - he talks with his colleagues :*These are advisory committees - once selected, the members do work :*We did have a comment period - very important :*When we asked for volunteers/members, usually get responses from within the beltway :*July 2019 - put the call out in Federal Register. Got 90+ responses from risk managers, financial folks and many others :*Hard to cut down. Comment period was important to allow more participation :*Bob - didn't create new science (broadly defined - not climate science); had a lot of information about there *Just transition considerations? :*Impacts are not going to equally spread - we know that low-income and marginal communities will experience the largest impacts? :*That said, this was a risk committee. :*Were clear to talk about impacts of addressing the problem - and the asymmetric risks experienced by different parts of the community. Those have to be addressed. *Consider not just transition risk, but physical risk? :*Took in both, and considered how they may interact? :*Looked at systemic risk, and sub-systemic risk (e.g. impact within one region that coudl affection institutions in that region) *Disclosure :*Rostin - it's information. We made better and better-informed decisions when we have more and better information. Simple as that. Bottom line, we need better information. :*TCFD - amazing job ::*Are questions about impact. These are voluntary. :*Largest orgnizations have risk managers - they can address these :*Smaller organizations don't. Need help. :*Some organizations not on board. :*Need a public/private partnership on this. :*Private sector plays a key role - their understanding of the impact of these risks is huge :*Mindy - this report moves climate risk information from the nice-to-have to the must-have :*It is a material risk; investors need this information :*Moves it into the categories of currency risk, (other risks) that we understand are material :*Report makes clear that the information needed is material and needs to be comparable. hed3yy0dm8gum4e4hzofw7u4ikvsyvq 507 506 2024-05-24T04:54:29Z Michael 1 1 revision imported 506 wikitext text/x-wiki <!-- Blank template used with InputBox on Events page to create a new page to record an event attended and capture notes from the event --> A [[entity of:: Ceres]] [[activity type::webinar]] held on [[activity date::2020-09-14]] [[topical resource for::Sustainable Investing| ]] == Participants == *'''Rostam Benham''', CFTC Commissioner *'''Bob Litterman''', CFTC Subcommittee Chair *'''Mindy Lubber''', President, Ceres *'''Veena''', Ceres == Overview == == Notes == === Participants: === *Rostam Benham (CFTC 2017-2021) :*Formerly staff to Debbie Stabenow (CFTC & agricultural policy) *Bob Litterman *Mindy Lubber (Ceres CEO since 2003) :*Was regional EPA administrator (NE) under Bill Clinton :*Founded Green Century Capital *Veena === Context - Rostam Benham === *34 members of the sub-committee *Ceres leadership and advocacy on this topic important and welcome *Climate Change not new to him - his work in Congress on CFTC & Agricultural policy :*Climate Change #1 challenge for farmers and ranchers *Chance to have influence through CFTC advisory commissions *When joined CFTC in 2017, began putting together an agenda of items of interest based on his work on agriculture *Believed strongly that a US regulator step up to ask questions about impact of climate change *Proof is out there on a day-to-day basis :*When he started this CFTC work in 2018, had just come off intense wildfire season :*Now see this even more, obviously *Critical to build resilience in financial system and institutions *Led him to focusing on putting together a group to look at climate change at a very granular level ==== What did you hope the commission would accomplish? ==== *Has far exceeded expectations *Had a big vision and big hopes *Also understood the challenge of the current environment ==== Putting together the right people essential to making something happen ==== *In DC, building coalitions is a key to getting things done *This sub-committee covered the entire financial system landscape *When you do that, it becomes hard to challenge the conclusions :*Transcends party, geography, and more ==== Chair is a critical element ==== *34 people is a large group *A politically sensitive issue *() *Bob's critical role - expertise and reputation === This is a world-wide problem - we and our international partners have to step up === === Bob - highlight the high-level recommendations === *was a terrific opportunity; great group of individuals *broad coalition of players across the financial system *their coming to consensus is very powerful and hard to rebut ==== Key items ==== *Capital flows where the incentives are - getting those in place is critical *Role of regulators - complex system :*Strength of their analysis - looked at entire US systems and how they interact with regulators outside the US *Role of corporations - information needed by them, investors and asset managers *What allows capital to flow faster into the low-carbon economy? *Are there additional authorities needed by the regulators? :*No - they have what they need. They need to apply them to climate change *53 recommendations :*Target was 50 pages, but ended up being much more :*High level, but a lot to this topic demanded it *Emphasis on the breadth of the sub-committee ==== Process of getting to consensus? ==== *Remarkably smooth *First meeting - self-introductions *He raised some of the key issues - incentives, disclosure, etc. - no pushback at all *Defined major work streams based on that *All the members stepped up to join one or more work streams *Created an initial draft, brough it back to subcommittee :*Received over 1,000 comments - from them and the staffs at their organizations *Very helpful - used those to identify areas of consensus, areas with differences *Put together sessions to work through and revise those areas with differences *Came to consensus, produced the final draft and had a unanimous vote === Mindy === *Process - takes vision and execution :*Ross & Bob were extraordinary leaders *Wasn't smooth, wasn't "not smooth" - did take an extraordinary leadership and effort to talk with anyone and everyone *Consensus was - considered up front - unimaginable to achieve. But we did. Kudos to Bob and Ross *This is not a problem for an individual industry or several - it is systemic and affects everything *The pandemic demonstrated systemic risks and impacts *Wildfires another demonstration of systemic impact *With climate change, we have an opportunity to mitigate it. Can't eliminate it; too far down the forad *Must take action now. Can do it. *Have a federal agency with some of the smartest risk people in the world saying it is critical. === Examples - momentum around these issues? === *Hearing from across the spectrum - people at multiple regulatory agencies; Senate committee report === Importance of a carbon price - critical === === SEC needs to mandate disclosure of climate risk - it is a material financial risk === === Today Climate Action 100+ - === *Calling on largest emitters to change *Getting responses === Study, disclose & act === === Next steps? === *Rostin :*Thank Mindy for her work on the disclosure portion :*Scope - he has received questions about what CFTC regulates? :*We learned after the 2008 crisis that financial markets are interconnected :*We learned it again in April at the beginning of the Covid pandemic :*Cannot look at markets in isolation - he and Bob agreed that the assessment and report must be broad-based :*Important to have clarity from regulators (saw this with ESG) :*This report fills a huge vaccuum - but is only a first step :*No, they won't have rules drafted in the next month :*These are the building blocks. Necessary building blocks. When we do take action, it will be coherent and coordinated *Bob :*Price on carbon - incentives are so important :*Those of us in the financial markets know that investors will take advantage of any opportunity - a basis point or two has a real impact :*Huge amount of inertia in the system - GHGs are :*Climate Leadership Council - he is chair - put together a dividend-based approach :*Supported accross the board - from Exxon to environmental organizations to economists :*This won't get better until we address it :*We'll probably have to suck some CO2 out of the atmosphere to stabilize the planet :*Some actions are incredibly urgent :*Everyone gets this now - we must take action :*Have to address the fundamental flaw in the economic system - incentives *Mindy :*Agree with others, of course :*Right now, we're dropping money into the economy around the world to address the pandemic :*$10-$12 trillion moving into the economy :*A chunk of this money must be used toward addressing climate change and building a new economy :*Will we lock in the fossil economy or move to a new economy? :*At the end of the day, we will see the benefits. === Questions: === *What will it take to get regulatory action? Will we need Congressional action? :*Rostin - per the report, there isn't much that regulators need :*Yes, the carbon price does need to be done by Congress :*Are seeing hearing and action by committees :*When pull people off the street and ask about climate change, they will talk about the environment, energy production and human health. That's fine; those are critical. :*That said, the financial markets have incredible power to make transformation happen. :*Congress also plays a key role by asking their regulators for information and action :*Seeing good work at the SF Fed :*Not enough, but a start :*My #1 job as a regulator is to implement the laws and regulations passed by Congress :*He engages with them during that process. :*Need collaboration - public/private partnership; global problem. Must do it together and thoughtfully. :*One step at a time. :*All hands on deck. :*He is hopeful we will get there :*Bob - all good. This is a risk problem. :*When you have a risk problem, you must address it immediately. :*Rest of the world is addressing it - looking to the US for action. ::*We must take the steps we've identified ::*And we need to coordinate *Process questions - what was involvement of agencies and administration :*Rostin - he talks with his colleagues :*These are advisory committees - once selected, the members do work :*We did have a comment period - very important :*When we asked for volunteers/members, usually get responses from within the beltway :*July 2019 - put the call out in Federal Register. Got 90+ responses from risk managers, financial folks and many others :*Hard to cut down. Comment period was important to allow more participation :*Bob - didn't create new science (broadly defined - not climate science); had a lot of information about there *Just transition considerations? :*Impacts are not going to equally spread - we know that low-income and marginal communities will experience the largest impacts? :*That said, this was a risk committee. :*Were clear to talk about impacts of addressing the problem - and the asymmetric risks experienced by different parts of the community. Those have to be addressed. *Consider not just transition risk, but physical risk? :*Took in both, and considered how they may interact? :*Looked at systemic risk, and sub-systemic risk (e.g. impact within one region that coudl affection institutions in that region) *Disclosure :*Rostin - it's information. We made better and better-informed decisions when we have more and better information. Simple as that. Bottom line, we need better information. :*TCFD - amazing job ::*Are questions about impact. These are voluntary. :*Largest orgnizations have risk managers - they can address these :*Smaller organizations don't. Need help. :*Some organizations not on board. :*Need a public/private partnership on this. :*Private sector plays a key role - their understanding of the impact of these risks is huge :*Mindy - this report moves climate risk information from the nice-to-have to the must-have :*It is a material risk; investors need this information :*Moves it into the categories of currency risk, (other risks) that we understand are material :*Report makes clear that the information needed is material and needs to be comparable. hed3yy0dm8gum4e4hzofw7u4ikvsyvq 0 270 508 2015-07-12T16:23:34Z Greis>Michael 0 Michael moved page [[Home and Personal/House]] to [[384 Webster]] without leaving a redirect 508 wikitext text/x-wiki === Solar PV === Estimate '''6kW''' *@ $3.25/W - $19,500 Look for and incorporate estimating parameters... ---- [[Category:Home & Personal]] ky26uvwn4zidxz43gf0vuosisa4puws 509 508 2024-05-24T04:54:29Z Michael 1 1 revision imported 508 wikitext text/x-wiki === Solar PV === Estimate '''6kW''' *@ $3.25/W - $19,500 Look for and incorporate estimating parameters... ---- [[Category:Home & Personal]] ky26uvwn4zidxz43gf0vuosisa4puws 0 271 510 2014-05-21T13:44:56Z Greis>Michael 0 Michael moved page [[ABM AMRO]] to [[ABN AMRO]] without leaving a redirect: Misspelled. 510 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.abnamro.com/en ABN AMRO] is a leading retail and commercial bank located in the [[located in::Netherlands]]. {{Organizational Connections}} ---- [[Category:Companies/Financial Services]] bj7yxh2vul0vh4ecqa6hi5ns8kxrsn2 511 510 2024-05-24T04:54:29Z Michael 1 1 revision imported 510 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.abnamro.com/en ABN AMRO] is a leading retail and commercial bank located in the [[located in::Netherlands]]. {{Organizational Connections}} ---- [[Category:Companies/Financial Services]] bj7yxh2vul0vh4ecqa6hi5ns8kxrsn2 0 272 512 2017-09-28T16:27:46Z Greis>Michael 0 512 wikitext text/x-wiki A [[entity of::ACEEE]] [[activity type::webinar]] held on [[activity date::2017-09-28]]. Massachusetts is {{hct| #1 again for the 7th straight year}} *California was tied with MA in 2016, in a close 2nd this year Massachusetts *Ambitious EE standards driving savings to 3% of utility usage in 2016 *Continuing impact of Green Communities *:eadership in low-income California *Leading in setting appliance energy efficiency standards (and others) Rhode Island: *Made significant progress *Combined heat & power procurement Vermont (#4): *Achieved 3/4 of state savings target with one year to go Oregon: CT: *Leader in policies *Green Bank *Concern in talk of raid on EE funds NY: * *Pulling private investment *Green Bank MN: *Rural effilciency suffered setbacks - legislation exemption rural electric co-ops from efficiency legislation. MD: *Set aggressive state renewable energy goals == Scoring == Scoring: *50 point scale *Based on research for potential savings in each category :*Utility 40% :*Transportation 20% :*Building codes 16% == Regional Reviews == Didn't take many notes here...look to recording/transcript for details *Midwest - mixed, big range *Northeast - long leaders :*Six of top 10 :*All in top 1/2 :*Maine fell out of top 10 (surprise, surprise) :*NH taking steps - look for further improvement in future *'''Southeast''' :*Most states in bottom half :*Florida make EE assessment available to agricultural facilities :*Kentucky still languishing :*Virginia made strides - Governor signed order asking agencies to set GHG emission target. Watch for future. *'''Central & Southwest''' :*Strong performances (2nd tier overall 10-20) - Colorado, Arizona, Utah :*Energy code improvements, but home rule in those states so enforcement highly variable ::*Will be watching that :*TX one of first to pass state EE codes in 90's, but lagging in recent years *'''Northwest''' :*OR & WA leaders ::*Oregon has a natural gas target :*ID raised most +3.5 points, 33rd to 26th == Nationwide == *'''0.6%''' of national electric use *Total annual savings continue to climb as EE measures pay benefits for years *Incremental increases slowed :*Not a huge concern - most states still working towards improvement '''Energy Efficiency Resource Standards''' *An RPS for Energy Efficiency *All 10 leading states have strong EERS *Several states made improvements this year '''Building Codes''' *Very important as buildings represent 3/4 of energy use *Leaders update codes regularly to new ASHRAE standardss Next year's scorecard will incorporate '''NBI Zero Energy Performance Index''' *ACEEE worked with New Buildings Institute *Measure overall energy intensity - rather than code compliance *Accounts for differences in climate and housing stock Award 10 points for state initiatives (beyond utility programs) == Report Summary == *'''35%''' of states have adopted 2015 IECCC (ASHRAE?) commercial and residential building codes *CA, MA & NY continue to lead in transportation policies *CHP improvements and progress Why do states lag?: *Outdated buliding codes *Large customer opt-outs *Other states improve Strategies: *Establish and EERS and support it with funding *Support expansion of low-income programs *Adopt stringent building codes and enforce them *Transportation - tailpipe emission targets *Treat CHP as an EE resource *State-led policies (lead by example, financial incentives, () ) *Innovative financing mechanisms to leverage private funding and lower up-front costs :*Green Bank, PACE '''Thanks to DoE for funding scorecard''' *Let's hope we don't lose it..... MA: *Highest recorded electricity savings - 3% of savings :*Helped MA edge out CA this year == Presenters == '''[[member::Weston Berg]]''', ACEEE analyst *202 507-4293, wberg@aceee.org ngpuu96i44xsdjfhs138p49es1g7zwz 513 512 2024-05-24T04:54:29Z Michael 1 1 revision imported 512 wikitext text/x-wiki A [[entity of::ACEEE]] [[activity type::webinar]] held on [[activity date::2017-09-28]]. Massachusetts is {{hct| #1 again for the 7th straight year}} *California was tied with MA in 2016, in a close 2nd this year Massachusetts *Ambitious EE standards driving savings to 3% of utility usage in 2016 *Continuing impact of Green Communities *:eadership in low-income California *Leading in setting appliance energy efficiency standards (and others) Rhode Island: *Made significant progress *Combined heat & power procurement Vermont (#4): *Achieved 3/4 of state savings target with one year to go Oregon: CT: *Leader in policies *Green Bank *Concern in talk of raid on EE funds NY: * *Pulling private investment *Green Bank MN: *Rural effilciency suffered setbacks - legislation exemption rural electric co-ops from efficiency legislation. MD: *Set aggressive state renewable energy goals == Scoring == Scoring: *50 point scale *Based on research for potential savings in each category :*Utility 40% :*Transportation 20% :*Building codes 16% == Regional Reviews == Didn't take many notes here...look to recording/transcript for details *Midwest - mixed, big range *Northeast - long leaders :*Six of top 10 :*All in top 1/2 :*Maine fell out of top 10 (surprise, surprise) :*NH taking steps - look for further improvement in future *'''Southeast''' :*Most states in bottom half :*Florida make EE assessment available to agricultural facilities :*Kentucky still languishing :*Virginia made strides - Governor signed order asking agencies to set GHG emission target. Watch for future. *'''Central & Southwest''' :*Strong performances (2nd tier overall 10-20) - Colorado, Arizona, Utah :*Energy code improvements, but home rule in those states so enforcement highly variable ::*Will be watching that :*TX one of first to pass state EE codes in 90's, but lagging in recent years *'''Northwest''' :*OR & WA leaders ::*Oregon has a natural gas target :*ID raised most +3.5 points, 33rd to 26th == Nationwide == *'''0.6%''' of national electric use *Total annual savings continue to climb as EE measures pay benefits for years *Incremental increases slowed :*Not a huge concern - most states still working towards improvement '''Energy Efficiency Resource Standards''' *An RPS for Energy Efficiency *All 10 leading states have strong EERS *Several states made improvements this year '''Building Codes''' *Very important as buildings represent 3/4 of energy use *Leaders update codes regularly to new ASHRAE standardss Next year's scorecard will incorporate '''NBI Zero Energy Performance Index''' *ACEEE worked with New Buildings Institute *Measure overall energy intensity - rather than code compliance *Accounts for differences in climate and housing stock Award 10 points for state initiatives (beyond utility programs) == Report Summary == *'''35%''' of states have adopted 2015 IECCC (ASHRAE?) commercial and residential building codes *CA, MA & NY continue to lead in transportation policies *CHP improvements and progress Why do states lag?: *Outdated buliding codes *Large customer opt-outs *Other states improve Strategies: *Establish and EERS and support it with funding *Support expansion of low-income programs *Adopt stringent building codes and enforce them *Transportation - tailpipe emission targets *Treat CHP as an EE resource *State-led policies (lead by example, financial incentives, () ) *Innovative financing mechanisms to leverage private funding and lower up-front costs :*Green Bank, PACE '''Thanks to DoE for funding scorecard''' *Let's hope we don't lose it..... MA: *Highest recorded electricity savings - 3% of savings :*Helped MA edge out CA this year == Presenters == '''[[member::Weston Berg]]''', ACEEE analyst *202 507-4293, wberg@aceee.org ngpuu96i44xsdjfhs138p49es1g7zwz 0 273 514 2007-09-12T02:13:47Z Greis>Michael 0 514 wikitext text/x-wiki {{NavNSMain}} From ASEE Prism, April 2007: COVER STORY: Powering Up the Pipeline - Schools hope their innovative K-12 programs will propel more students into college engineering courses—and careers- by Jeffrey Selingo <p> It's September, the start of the school year, and Dan Moriarty's engineering students have their first assignment: "design the world's best organizer." Working in teams over the course of the next eight weeks, the students bounce around ideas, design mockups and build prototypes before presenting the products to their classmates. One team builds a chair for a kid's bedroom with a storage compartment under the seat for laundry and other needs. Another group creates a portable silverware organizer for a kitchen drawer. <br><br> The task and ensuing results would seem pretty basic for a college engineering design course. These students are not undergraduates, however, but freshmen and sophomores at Whitman Hanson High School in Whitman, Mass. And their "professor" is one of dozens of K-12 educators in eight states teaching an introductory engineering class using a curriculum created by the National Center for Technological Literacy (NCTL) at Boston's Museum of Science. <br><br> After finishing their organizers, Moriarty's 9th and 10th graders move on to three other projects, each presented in eight-week segments. The ultimate goal is to provide students with a rudimentary overview of the different engineering disciplines, including materials, mechanical and electrical. <br><br> This "Engineering the Future" class is one of several efforts across the country to introduce engineering to elementary- and secondary-school pupils. The programs, which are growing in number and in some cases being established on a statewide basis, come in response to countless studies over the years that show if students encounter engineering early on in school, they are more likely to choose it as a career. <br><br> "Unless their parents are engineers, the kids really don't have a clue what an engineer does," says Moriarty, a physics teacher who debuted the course last year. Then, he had 20 students. This year, he teaches 50 students in two sections. Moriarty says he knows of four students who have decided to major in engineering in college as a result of the class. <br><br> University of Maryland Baltimore County mechanical engineer Anne Marie Spence discusses projectile motion at a summer STEM Project seminar with Michael Colona, a teacher at Baltimore's Southwest Academy. The magnet middle school is just one of many Baltimore County public school partners in UMBC's effort to improve STEM education. University of Maryland Baltimore County mechanical engineer Anne Marie Spence discusses projectile motion at a summer STEM Project seminar with Michael Colona, a teacher at Baltimore's Southwest Academy. The magnet middle school is just one of many Baltimore County public school partners in UMBC's effort to improve STEM education. <br><br> Efforts to expand K-12 engineering education have taken on new urgency as academic and business leaders worry that a serious shortage of scientists and engineers threatens to erode America's competitiveness. <br><br> Those concerns were laid out in an influential 2005 report by the National Academies of Science called Rising Above the Gathering Storm. Its prominent panel of experts particularly bemoaned the sorry state of K-12 science and math education. <br><br> "The feeling is that the time has come to change the way we have been teaching math and science," says NCTL Associate Director Yvonne Spicer. "In many ways, teaching engineering at a younger age makes sense. Kids love to solve problems, and at the core that's what engineers do." <br><br> Still, engineering is unlikely to become as much a fixture on the typical high school student's schedule as English or history anytime soon. For starters, many school districts seem unwilling to incorporate engineering into the curriculum unless required by local or state officials, especially when they are under the gun to comply with federal No Child Left Behind Act mandates to raise reading and math scores. What's more, most schools already struggle to recruit teachers who majored in math and science, let alone find those with the necessary skills to teach engineering classes. <br><br> "Unless a teacher or a principal thinks engineering should be a priority to teach," Moriarty says, "it gets shoved to the bottom in many schools." === Required Course? === That's not the case in Massachusetts schools, at least not anymore. While 37 states include some form of engineering or technology education in their curriculum standards, only Massachusetts has designed a statewide assessment in technology/engineering similar to exams now administered in biology, chemistry and introductory physics. Beginning with the class of 2010, all Bay State students must pass one of the four science or engineering competency tests to graduate. <br><br> The testing requirement has pushed schools statewide to integrate engineering and technology into their lineup of science courses. NCTL's Spicer, who was director of career and technical education in the high-performing Newton (Mass.) Public Schools, says that before Massachusetts introduced its new standards in 2001, engineering education had virtually no presence in science courses. Now, she says, Newton science and technology teachers team-teach an engineering course they co-develop that fulfills the freshman physics requirement. <br><br> "The projects assigned to students offer the chance to teach both physics and engineering skills," Spicer explains. For example, in designing a mousetrap car, which uses a mousetrap spring to propel the vehicle, students learn about the coefficient of friction—a common science concept. That helps them choose wheel materials that will improve the car's performance, an engineering design problem. <br><br> Moriarty says that by making science and math "come alive through engineering," students also learn two other valuable skills: teamwork and communication. "It's amazing how many of these students never worked in teams before and never had to make a formal presentation in front of a class," Moriarty muses. When the group that designed the storage chair unveiled their creation, one impressed member of the audience—the school's principal—asked if he could buy one. "The students didn't make one to sell, but at least they were convincing," Moriarty says with a laugh. <br><br> In addition to developing a curriculum for high-school teachers like Moriarty, NCTL has assembled a parallel set of courses for young children. Called "Engineering is Elementary," the curriculum is currently being used by more than 700 Massachusetts teachers and their colleagues in 17 other states. The lesson plans focus on different areas of engineering and include a series of illustrated books with stories set in different countries. That allows youngsters to hone their reading skills along with their science acumen. One book, for instance, encourages readers to design a simple water filter like the story's heroine, a young girl in India who created a pollution-free habitat for her turtle. <br><br> Teachers and officials at Boston's Museum of Science say the elementary courses take advantage of children's natural curiosity about building things and figuring out how they work. "If you want to find a born engineer," says Ioannis Miaoulis, the museum's president and director, "look for any 7-year-old." === Promising Results === Early returns suggest that K-12 engineering programs like those offered by the Museum of Science seem to be having the desired effect of boosting interest in engineering careers. Take the results from [http://www.pltw.org Project Lead the Way], a nonprofit group that has developed an engineering curriculum for more than 1,700 middle and high schools in 46 states and the District of Columbia. A survey of 3,700 students in the program in 20 states found that 80 percent intend to enroll in college (10 percent higher than the national average). And 60 percent of them plan to study engineering, technology, math or science (about double the national average). <br><br> Indeed, an analysis of 100 college transcripts from Project Lead the Way participants who graduated from high school in 2005 or before showed that about 75 are studying engineering or technology. Moreover, they averaged a B or better in calculus, physics and chemistry. <br><br> "The reason we have so many students drop their engineering major in college is because they aren't exposed to real science and engineering in high school," says Anne Marie Spence, an assistant professor of mechanical engineering at the University of Maryland Baltimore County. Spence is a Project Lead the Way coordinator in the state, where 48 high schools and 12 middle schools have adopted the program. "The more things we can do like Project Lead the Way, the better we can prepare them for the rigors of college and in the end, produce more engineers." <br><br> In the Kansas City area, Project Lead the Way is one of several K-12 engineering programs that are part of a 10-year, $22-million commitment by the Ewing Marion Kauffman Foundation to improve math and science education in schools there. "We see Kansas City as an incubation center," says Dennis W. Cheek, the foundation's vice president of education. "We develop things here, and if they work, then we roll them out nationally." <br><br> Among the projects the foundation supports in the five-county region is Crayons to CAD, which has middle-school students apply science, technology and math concepts to real-world engineering problems by drawing blueprints and building scale models based on their plans. Then students bring their models to design/build competitions. Last year, the foundation assisted 28 high-school teams participating in FIRST Robotics, a program that has students design, assemble and test robots able to perform specific tasks. <br><br> Cheek says several students on the robotics teams joined only because of a friend, "but then as they saw the robots succeed, they got excited about the project." He admits that while many of the students involved in the Kauffman-funded programs may not go on to pursue engineering careers, the experiences still will equip them with essential skills. <br><br> "Whether they become engineers or not, kids need to know a lot more about science, math, technology and engineering, period," Cheek says. Maryland officials are trying to accomplish just that by redesigning existing high schools to focus on science and technology. Eight counties have been awarded grants to consider establishing so-called STEM high schools, says the University of Maryland's Spence. Her institution is partnering with Northrop Grumman in advising one STEM school already in the works in Baltimore County. <br><br> Specialized math and science academies have existed for decades. Today, at least 95 public high schools, with 37,000 students, focus their curricula on math, science and technology, according to the National Consortium for Specialized Secondary Schools. The difference in Maryland is that state officials want to make the same rigorous panoply of courses available to a broader student base than most "magnet" programs now reach. <br><br> As models, educators are looking to the existing math and science schools, most of which are two-year programs available to high-school juniors and seniors. Some of the academies, such as the Arkansas School for Mathematics, Sciences and the Arts, operate as stand-alone residential schools. Housed in a converted hospital in Hot Springs, the Arkansas school receives about $6 million annually from the state and enrolls 250 students who take a rigorous curriculum that includes such courses as biomedical physics and multivariable calculus. Other math and science schools, such as the Texas Academy of Mathematics and Science, operate on college campuses. Texas Academy students attend class at the University of North Texas and graduate with an associate's degree as well as a high-school diploma. Storybooks developed by Boston's Museum of Science (www.eiestore.com) introduce children to engineering by featuring characters from all over the world who solve design problems with the help of an engineering mentor. The "Engineering is Elementary" curriculum is being used by teachers in 18 states. === Help Wanted === Demand for spots in such schools runs high. Most accept only about half of the applicants. That's one reason why lawmakers in several states want to open more science-focused schools. But officials at some of the leading math and science academies worry that boosting the number of programs will only exacerbate the already difficult task of securing instructors qualified to teach the specialized courses. <br><br> "We're having enough trouble as it is finding teachers," says one school director, who requested anonymity. "We need to figure out how to educate more teachers first." <br><br> That dilemma is currently the subject of intense debate among Washington policymakers. Last year, Congress asked the board that oversees the National Science Foundation to study the issue of teacher training in math and science. The science board appointed a special commission, which released a draft report in January. More focused than the Gathering Storm report, it called for the federal government to create a new national council to coordinate efforts to improve the teaching of science and math in schools and colleges; new standards for training math and science teachers; and an expansion of federal programs to encourage college students to pursue teaching careers. <br><br> The [http://www.nsf.gov/nsb/edu_com/start.htm Commission on 21st Century Education in Science, Technology, Engineering and Mathematics] also recommended the development of a single, national standard for the certification of math and science teachers, although the report did not go as far as to require school districts to hire only teachers who meet the certification standard. <br><br> In addition, the panel's report called for the development of a national set of math and science curriculum standards, which the federal government would promote through financial incentives. The No Child Left Behind Act requires each state to develop science standards and test student achievement in them starting in the 2007-08 school year. (Unlike the annual tests in reading and math, science assessments will not count on a school's annual "report card.") <br><br> Promoting greater national consistency in school instruction is crucial to raising science aptitude, the report said, because the current system is "fractured and disjointed both within school districts and from state to state, placing at risk the ability of students to learn to high levels." <br><br> Finally, the panel called for an expansion of federal programs to encourage math and science majors to become teachers. One model cited is the NSF's Robert Noyce Scholarship Program, which awards up to $10,000 a year to undergraduates studying math and science who agree to become teachers after graduation. The draft report also suggested forgiveness of federal student loans for techies willing to train as teachers. <br><br> Another needed change is for college professors to promote K-12 teaching careers to their math and science students, contends Elaine Seymour, a research associate at the University of Colorado at Boulder and co-author of "Talking About Leaving: Why Undergraduates Leave the Sciences." <br><br> "Faculty discourage students from entering K-12 math and science teaching," Seymour said at a congressional committee hearing last year about increasing the number of qualified teachers in math and science. "And the students who decide to go on do not normally disclose their intention," she adds, out of fear their professors "would take them less seriously." <br><br> Massachusetts high school teacher Moriarty agrees that the only way the United States will ever produce more engineers is by encouraging some of them to forgo lucrative private-sector perches for the schoolhouse. "I tell my students they can make a lot of money as an engineer," he says. "But they can also use those skills right here in the classroom teaching the next generation of engineers." <br><br> Jeffrey Selingo is a freelance writer based in Washington, D.C. ---- [[Category:Needham Science]] kd5lel5qh7cb4p00pj0mmkeac3cz18u 515 514 2024-05-24T04:54:29Z Michael 1 1 revision imported 514 wikitext text/x-wiki {{NavNSMain}} From ASEE Prism, April 2007: COVER STORY: Powering Up the Pipeline - Schools hope their innovative K-12 programs will propel more students into college engineering courses—and careers- by Jeffrey Selingo <p> It's September, the start of the school year, and Dan Moriarty's engineering students have their first assignment: "design the world's best organizer." Working in teams over the course of the next eight weeks, the students bounce around ideas, design mockups and build prototypes before presenting the products to their classmates. One team builds a chair for a kid's bedroom with a storage compartment under the seat for laundry and other needs. Another group creates a portable silverware organizer for a kitchen drawer. <br><br> The task and ensuing results would seem pretty basic for a college engineering design course. These students are not undergraduates, however, but freshmen and sophomores at Whitman Hanson High School in Whitman, Mass. And their "professor" is one of dozens of K-12 educators in eight states teaching an introductory engineering class using a curriculum created by the National Center for Technological Literacy (NCTL) at Boston's Museum of Science. <br><br> After finishing their organizers, Moriarty's 9th and 10th graders move on to three other projects, each presented in eight-week segments. The ultimate goal is to provide students with a rudimentary overview of the different engineering disciplines, including materials, mechanical and electrical. <br><br> This "Engineering the Future" class is one of several efforts across the country to introduce engineering to elementary- and secondary-school pupils. The programs, which are growing in number and in some cases being established on a statewide basis, come in response to countless studies over the years that show if students encounter engineering early on in school, they are more likely to choose it as a career. <br><br> "Unless their parents are engineers, the kids really don't have a clue what an engineer does," says Moriarty, a physics teacher who debuted the course last year. Then, he had 20 students. This year, he teaches 50 students in two sections. Moriarty says he knows of four students who have decided to major in engineering in college as a result of the class. <br><br> University of Maryland Baltimore County mechanical engineer Anne Marie Spence discusses projectile motion at a summer STEM Project seminar with Michael Colona, a teacher at Baltimore's Southwest Academy. The magnet middle school is just one of many Baltimore County public school partners in UMBC's effort to improve STEM education. University of Maryland Baltimore County mechanical engineer Anne Marie Spence discusses projectile motion at a summer STEM Project seminar with Michael Colona, a teacher at Baltimore's Southwest Academy. The magnet middle school is just one of many Baltimore County public school partners in UMBC's effort to improve STEM education. <br><br> Efforts to expand K-12 engineering education have taken on new urgency as academic and business leaders worry that a serious shortage of scientists and engineers threatens to erode America's competitiveness. <br><br> Those concerns were laid out in an influential 2005 report by the National Academies of Science called Rising Above the Gathering Storm. Its prominent panel of experts particularly bemoaned the sorry state of K-12 science and math education. <br><br> "The feeling is that the time has come to change the way we have been teaching math and science," says NCTL Associate Director Yvonne Spicer. "In many ways, teaching engineering at a younger age makes sense. Kids love to solve problems, and at the core that's what engineers do." <br><br> Still, engineering is unlikely to become as much a fixture on the typical high school student's schedule as English or history anytime soon. For starters, many school districts seem unwilling to incorporate engineering into the curriculum unless required by local or state officials, especially when they are under the gun to comply with federal No Child Left Behind Act mandates to raise reading and math scores. What's more, most schools already struggle to recruit teachers who majored in math and science, let alone find those with the necessary skills to teach engineering classes. <br><br> "Unless a teacher or a principal thinks engineering should be a priority to teach," Moriarty says, "it gets shoved to the bottom in many schools." === Required Course? === That's not the case in Massachusetts schools, at least not anymore. While 37 states include some form of engineering or technology education in their curriculum standards, only Massachusetts has designed a statewide assessment in technology/engineering similar to exams now administered in biology, chemistry and introductory physics. Beginning with the class of 2010, all Bay State students must pass one of the four science or engineering competency tests to graduate. <br><br> The testing requirement has pushed schools statewide to integrate engineering and technology into their lineup of science courses. NCTL's Spicer, who was director of career and technical education in the high-performing Newton (Mass.) Public Schools, says that before Massachusetts introduced its new standards in 2001, engineering education had virtually no presence in science courses. Now, she says, Newton science and technology teachers team-teach an engineering course they co-develop that fulfills the freshman physics requirement. <br><br> "The projects assigned to students offer the chance to teach both physics and engineering skills," Spicer explains. For example, in designing a mousetrap car, which uses a mousetrap spring to propel the vehicle, students learn about the coefficient of friction—a common science concept. That helps them choose wheel materials that will improve the car's performance, an engineering design problem. <br><br> Moriarty says that by making science and math "come alive through engineering," students also learn two other valuable skills: teamwork and communication. "It's amazing how many of these students never worked in teams before and never had to make a formal presentation in front of a class," Moriarty muses. When the group that designed the storage chair unveiled their creation, one impressed member of the audience—the school's principal—asked if he could buy one. "The students didn't make one to sell, but at least they were convincing," Moriarty says with a laugh. <br><br> In addition to developing a curriculum for high-school teachers like Moriarty, NCTL has assembled a parallel set of courses for young children. Called "Engineering is Elementary," the curriculum is currently being used by more than 700 Massachusetts teachers and their colleagues in 17 other states. The lesson plans focus on different areas of engineering and include a series of illustrated books with stories set in different countries. That allows youngsters to hone their reading skills along with their science acumen. One book, for instance, encourages readers to design a simple water filter like the story's heroine, a young girl in India who created a pollution-free habitat for her turtle. <br><br> Teachers and officials at Boston's Museum of Science say the elementary courses take advantage of children's natural curiosity about building things and figuring out how they work. "If you want to find a born engineer," says Ioannis Miaoulis, the museum's president and director, "look for any 7-year-old." === Promising Results === Early returns suggest that K-12 engineering programs like those offered by the Museum of Science seem to be having the desired effect of boosting interest in engineering careers. Take the results from [http://www.pltw.org Project Lead the Way], a nonprofit group that has developed an engineering curriculum for more than 1,700 middle and high schools in 46 states and the District of Columbia. A survey of 3,700 students in the program in 20 states found that 80 percent intend to enroll in college (10 percent higher than the national average). And 60 percent of them plan to study engineering, technology, math or science (about double the national average). <br><br> Indeed, an analysis of 100 college transcripts from Project Lead the Way participants who graduated from high school in 2005 or before showed that about 75 are studying engineering or technology. Moreover, they averaged a B or better in calculus, physics and chemistry. <br><br> "The reason we have so many students drop their engineering major in college is because they aren't exposed to real science and engineering in high school," says Anne Marie Spence, an assistant professor of mechanical engineering at the University of Maryland Baltimore County. Spence is a Project Lead the Way coordinator in the state, where 48 high schools and 12 middle schools have adopted the program. "The more things we can do like Project Lead the Way, the better we can prepare them for the rigors of college and in the end, produce more engineers." <br><br> In the Kansas City area, Project Lead the Way is one of several K-12 engineering programs that are part of a 10-year, $22-million commitment by the Ewing Marion Kauffman Foundation to improve math and science education in schools there. "We see Kansas City as an incubation center," says Dennis W. Cheek, the foundation's vice president of education. "We develop things here, and if they work, then we roll them out nationally." <br><br> Among the projects the foundation supports in the five-county region is Crayons to CAD, which has middle-school students apply science, technology and math concepts to real-world engineering problems by drawing blueprints and building scale models based on their plans. Then students bring their models to design/build competitions. Last year, the foundation assisted 28 high-school teams participating in FIRST Robotics, a program that has students design, assemble and test robots able to perform specific tasks. <br><br> Cheek says several students on the robotics teams joined only because of a friend, "but then as they saw the robots succeed, they got excited about the project." He admits that while many of the students involved in the Kauffman-funded programs may not go on to pursue engineering careers, the experiences still will equip them with essential skills. <br><br> "Whether they become engineers or not, kids need to know a lot more about science, math, technology and engineering, period," Cheek says. Maryland officials are trying to accomplish just that by redesigning existing high schools to focus on science and technology. Eight counties have been awarded grants to consider establishing so-called STEM high schools, says the University of Maryland's Spence. Her institution is partnering with Northrop Grumman in advising one STEM school already in the works in Baltimore County. <br><br> Specialized math and science academies have existed for decades. Today, at least 95 public high schools, with 37,000 students, focus their curricula on math, science and technology, according to the National Consortium for Specialized Secondary Schools. The difference in Maryland is that state officials want to make the same rigorous panoply of courses available to a broader student base than most "magnet" programs now reach. <br><br> As models, educators are looking to the existing math and science schools, most of which are two-year programs available to high-school juniors and seniors. Some of the academies, such as the Arkansas School for Mathematics, Sciences and the Arts, operate as stand-alone residential schools. Housed in a converted hospital in Hot Springs, the Arkansas school receives about $6 million annually from the state and enrolls 250 students who take a rigorous curriculum that includes such courses as biomedical physics and multivariable calculus. Other math and science schools, such as the Texas Academy of Mathematics and Science, operate on college campuses. Texas Academy students attend class at the University of North Texas and graduate with an associate's degree as well as a high-school diploma. Storybooks developed by Boston's Museum of Science (www.eiestore.com) introduce children to engineering by featuring characters from all over the world who solve design problems with the help of an engineering mentor. The "Engineering is Elementary" curriculum is being used by teachers in 18 states. === Help Wanted === Demand for spots in such schools runs high. Most accept only about half of the applicants. That's one reason why lawmakers in several states want to open more science-focused schools. But officials at some of the leading math and science academies worry that boosting the number of programs will only exacerbate the already difficult task of securing instructors qualified to teach the specialized courses. <br><br> "We're having enough trouble as it is finding teachers," says one school director, who requested anonymity. "We need to figure out how to educate more teachers first." <br><br> That dilemma is currently the subject of intense debate among Washington policymakers. Last year, Congress asked the board that oversees the National Science Foundation to study the issue of teacher training in math and science. The science board appointed a special commission, which released a draft report in January. More focused than the Gathering Storm report, it called for the federal government to create a new national council to coordinate efforts to improve the teaching of science and math in schools and colleges; new standards for training math and science teachers; and an expansion of federal programs to encourage college students to pursue teaching careers. <br><br> The [http://www.nsf.gov/nsb/edu_com/start.htm Commission on 21st Century Education in Science, Technology, Engineering and Mathematics] also recommended the development of a single, national standard for the certification of math and science teachers, although the report did not go as far as to require school districts to hire only teachers who meet the certification standard. <br><br> In addition, the panel's report called for the development of a national set of math and science curriculum standards, which the federal government would promote through financial incentives. The No Child Left Behind Act requires each state to develop science standards and test student achievement in them starting in the 2007-08 school year. (Unlike the annual tests in reading and math, science assessments will not count on a school's annual "report card.") <br><br> Promoting greater national consistency in school instruction is crucial to raising science aptitude, the report said, because the current system is "fractured and disjointed both within school districts and from state to state, placing at risk the ability of students to learn to high levels." <br><br> Finally, the panel called for an expansion of federal programs to encourage math and science majors to become teachers. One model cited is the NSF's Robert Noyce Scholarship Program, which awards up to $10,000 a year to undergraduates studying math and science who agree to become teachers after graduation. The draft report also suggested forgiveness of federal student loans for techies willing to train as teachers. <br><br> Another needed change is for college professors to promote K-12 teaching careers to their math and science students, contends Elaine Seymour, a research associate at the University of Colorado at Boulder and co-author of "Talking About Leaving: Why Undergraduates Leave the Sciences." <br><br> "Faculty discourage students from entering K-12 math and science teaching," Seymour said at a congressional committee hearing last year about increasing the number of qualified teachers in math and science. "And the students who decide to go on do not normally disclose their intention," she adds, out of fear their professors "would take them less seriously." <br><br> Massachusetts high school teacher Moriarty agrees that the only way the United States will ever produce more engineers is by encouraging some of them to forgo lucrative private-sector perches for the schoolhouse. "I tell my students they can make a lot of money as an engineer," he says. "But they can also use those skills right here in the classroom teaching the next generation of engineers." <br><br> Jeffrey Selingo is a freelance writer based in Washington, D.C. ---- [[Category:Needham Science]] kd5lel5qh7cb4p00pj0mmkeac3cz18u 0 274 516 2008-09-17T18:43:44Z Greis>Michael 0 516 wikitext text/x-wiki {{NavRequest|pn=Internal Pages|pt=Internal Pages}} == Clipboard == User query failed: You have an error in your SQL syntax; check the manual that corresponds to your MySQL server version for the right syntax to use near 'JOIN USER_TEAM UT1 ON USER.USER_ID=UT1.USER_ID AND UT1.T' at line 10 Query: SELECT USER.USER_ID, USER.USER_NAME, USER.USER_EMAIL_ADDR, USER.USER_PHONE, USER.USER_STATUS FROM USER INNER JOIN USER_ROLE USR ON USR.USER_ID = USER.USER_ID INNER JOIN ROLE ON ROLE.ROLE_ID = USR.ROLE_ID AND ROLE.ROLE_NAME IN ('Caller') ORDER BY USER.USER_NAMEINNER JOIN USER_TEAM UT1 ON USER.USER_ID=UT1.USER_ID AND UT1.TEAM_ID IN (SELECT UT2.TEAM_ID FROM USER_TEAM UT2 WHERE UT2.USER_ID='tmckay') == On the new page == Simply ''following the link'' to a new page opens up the blank new page in an editor. I can customize that page on the fly. Namespace is {{FULLPAGENAME}} Create a new page in the namespace we created - [[CIOS:Main]] Now, to see how converting from Word works. Though this markup seems pretty easy to use. --[[User:71.232.230.204|71.232.230.204]] 00:11, 18 January 2007 (EST) Now it's time to add an additional contribution. How about a list of the various PHP-based applications on the Penguin server? # [http://greisnet.com:8080/gallery The Greis Photo Gallery] # [http://greisnet.com:8080/camp07 The CNS database] # [http://greisnet.com:8080/family The Greis family Geneaology] [[User:Michael|Michael]] === Linking to an uploaded file === Here's a link to an uploaded non-image file: [[Image:JPod BL 110.pdf]] [[Image:BL110k.pdf|110 Kanji]] This is better and more general: [[:Media:Needham_K-8_Science_White_Paper.pdf|Needham Science White Paper]] [[Media:Needham_K-8_Science_White_Paper.pdf|Needham Science White Paper]] [[User:Michael|Michael]] 18:32, 16 September 2007 (EDT) === Restricting anonymous edits === you can disable anonymous edits ny adding this to your localsettings.php: $wgGroupPermissions['*' ]['edit'] = false; ---- === Limitations to access restrictions === 2. New users can either register themselves, or if you've blocked anonymous registrations, an administrator can add them through the Special:Userlogin page, available as a link under the "Special pages" category in the left-hand navigation menu, lower part of the screen. 3. New layouts (templates) are added through adding an article with template coding in the Templates: namespace; screen colors, font sizes, link colors, etc. can be modified by changing the site's monobook.css file, which is available through the MediaWiki: namespace. Changes to screen layout have to be made external to the program by creating a new "skin", although MediaWiki comes with 5 or 6 built-in skin choices, which you can see on the user preferences screen. Bear in mind, MediaWiki is not a content management system per se; it does not have the user controls built in that other content management systems typically have. There are ways to restrict edit access to parts of the wiki, but restriction of an entire portion is more involved, and usually means installing a third party extension (of which there are many available). However, many of the user access control-type extensions don't functions well, or are very difficult to install. ---- === Link to other pages === Let's link over to a page where we'll draft [[Comparables table]]. Let's add a table. {| border="2" cellspacing="1" cellpadding="5" align="center" ! This ! is |- align="center" | a | table |- align="center" |with more |than two rows |} [[Template:NavNSMain|Template for navigation to Needham Stem Main Page]] [[Template:FootNSMain|Template for end footer for Needham STEM Pages]] [[Internal Pages|Internal Pages]] === Another level === Let's go to another page where we create a complex table whose markup we took from the main wiki - [[A Table Page]]. When and how does a long page scroll (thinking about the stuff on the left)? b3e4105gmppljkw76fx1rqz02fxjh5t 517 516 2024-05-24T04:54:29Z Michael 1 1 revision imported 516 wikitext text/x-wiki {{NavRequest|pn=Internal Pages|pt=Internal Pages}} == Clipboard == User query failed: You have an error in your SQL syntax; check the manual that corresponds to your MySQL server version for the right syntax to use near 'JOIN USER_TEAM UT1 ON USER.USER_ID=UT1.USER_ID AND UT1.T' at line 10 Query: SELECT USER.USER_ID, USER.USER_NAME, USER.USER_EMAIL_ADDR, USER.USER_PHONE, USER.USER_STATUS FROM USER INNER JOIN USER_ROLE USR ON USR.USER_ID = USER.USER_ID INNER JOIN ROLE ON ROLE.ROLE_ID = USR.ROLE_ID AND ROLE.ROLE_NAME IN ('Caller') ORDER BY USER.USER_NAMEINNER JOIN USER_TEAM UT1 ON USER.USER_ID=UT1.USER_ID AND UT1.TEAM_ID IN (SELECT UT2.TEAM_ID FROM USER_TEAM UT2 WHERE UT2.USER_ID='tmckay') == On the new page == Simply ''following the link'' to a new page opens up the blank new page in an editor. I can customize that page on the fly. Namespace is {{FULLPAGENAME}} Create a new page in the namespace we created - [[CIOS:Main]] Now, to see how converting from Word works. Though this markup seems pretty easy to use. --[[User:71.232.230.204|71.232.230.204]] 00:11, 18 January 2007 (EST) Now it's time to add an additional contribution. How about a list of the various PHP-based applications on the Penguin server? # [http://greisnet.com:8080/gallery The Greis Photo Gallery] # [http://greisnet.com:8080/camp07 The CNS database] # [http://greisnet.com:8080/family The Greis family Geneaology] [[User:Michael|Michael]] === Linking to an uploaded file === Here's a link to an uploaded non-image file: [[Image:JPod BL 110.pdf]] [[Image:BL110k.pdf|110 Kanji]] This is better and more general: [[:Media:Needham_K-8_Science_White_Paper.pdf|Needham Science White Paper]] [[Media:Needham_K-8_Science_White_Paper.pdf|Needham Science White Paper]] [[User:Michael|Michael]] 18:32, 16 September 2007 (EDT) === Restricting anonymous edits === you can disable anonymous edits ny adding this to your localsettings.php: $wgGroupPermissions['*' ]['edit'] = false; ---- === Limitations to access restrictions === 2. New users can either register themselves, or if you've blocked anonymous registrations, an administrator can add them through the Special:Userlogin page, available as a link under the "Special pages" category in the left-hand navigation menu, lower part of the screen. 3. New layouts (templates) are added through adding an article with template coding in the Templates: namespace; screen colors, font sizes, link colors, etc. can be modified by changing the site's monobook.css file, which is available through the MediaWiki: namespace. Changes to screen layout have to be made external to the program by creating a new "skin", although MediaWiki comes with 5 or 6 built-in skin choices, which you can see on the user preferences screen. Bear in mind, MediaWiki is not a content management system per se; it does not have the user controls built in that other content management systems typically have. There are ways to restrict edit access to parts of the wiki, but restriction of an entire portion is more involved, and usually means installing a third party extension (of which there are many available). However, many of the user access control-type extensions don't functions well, or are very difficult to install. ---- === Link to other pages === Let's link over to a page where we'll draft [[Comparables table]]. Let's add a table. {| border="2" cellspacing="1" cellpadding="5" align="center" ! This ! is |- align="center" | a | table |- align="center" |with more |than two rows |} [[Template:NavNSMain|Template for navigation to Needham Stem Main Page]] [[Template:FootNSMain|Template for end footer for Needham STEM Pages]] [[Internal Pages|Internal Pages]] === Another level === Let's go to another page where we create a complex table whose markup we took from the main wiki - [[A Table Page]]. When and how does a long page scroll (thinking about the stuff on the left)? b3e4105gmppljkw76fx1rqz02fxjh5t 0 275 518 2007-01-18T06:04:12Z Greis>Michael 0 518 wikitext text/x-wiki Here's where we drop the markup we got from the help page. {| border="1" cellpadding="5" cellspacing="0" align="center" |+'''An example table''' |- ! style="background:#dfdfdf;" | First header ! colspan="2" style="background:#ffdead;" | Second header |- | upper left | &nbsp; | rowspan=2 style="border-bottom:3px solid grey;" valign="top" | right side |- | style="border-bottom:3px solid grey;" | lower left | style="border-bottom:3px solid grey;" | lower middle |- | colspan="3" align="center" | {| border="0" |+''A table in a table'' |- | align="center" width="150px" | Logo here | align="center" width="150px" | Logo here |- | align="center" colspan="2" style="border:5px solid red;" |Two Wikimedia logos |} |} ofpedid4qsopgbqxa7djufkf4wbkza0 519 518 2024-05-24T04:54:29Z Michael 1 1 revision imported 518 wikitext text/x-wiki Here's where we drop the markup we got from the help page. {| border="1" cellpadding="5" cellspacing="0" align="center" |+'''An example table''' |- ! style="background:#dfdfdf;" | First header ! colspan="2" style="background:#ffdead;" | Second header |- | upper left | &nbsp; | rowspan=2 style="border-bottom:3px solid grey;" valign="top" | right side |- | style="border-bottom:3px solid grey;" | lower left | style="border-bottom:3px solid grey;" | lower middle |- | colspan="3" align="center" | {| border="0" |+''A table in a table'' |- | align="center" width="150px" | Logo here | align="center" width="150px" | Logo here |- | align="center" colspan="2" style="border:5px solid red;" |Two Wikimedia logos |} |} ofpedid4qsopgbqxa7djufkf4wbkza0 0 276 520 2015-01-28T15:57:00Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> '''[http://www.acadiacenter.org Acadia Center]''', formerly known a..." 520 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> '''[http://www.acadiacenter.org Acadia Center]''', formerly known as [[Environment Northeast]], is a "non-profit organization that researches and advocates innovative policies that tackle our environmental challenges while promoting sustainable economies." *Acadia Center is "at the forefront of efforts to combat global warming with solutions that promote clean energy, clean air and healthy forests." {{Organizational Connections}} ---- [[Category:NGO]] cd185s9h9er68yu500yjmost3d2upmg 521 520 2024-05-24T04:54:29Z Michael 1 1 revision imported 520 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> '''[http://www.acadiacenter.org Acadia Center]''', formerly known as [[Environment Northeast]], is a "non-profit organization that researches and advocates innovative policies that tackle our environmental challenges while promoting sustainable economies." *Acadia Center is "at the forefront of efforts to combat global warming with solutions that promote clean energy, clean air and healthy forests." {{Organizational Connections}} ---- [[Category:NGO]] cd185s9h9er68yu500yjmost3d2upmg 0 277 522 2014-06-18T15:24:58Z Greis>Michael 0 522 wikitext text/x-wiki Postponed projects or to-dos - for future reference (date is the last due-by date set if the item had been recorded in [http://www.toodledo.com Toodledo] or an approximate date anything was done with the item. (Recording items here also to allow them to be removed from Toodledo if needed; otherwise they should be marked with status of '''Someday''' in Toodledo) *Bill Stack, NStar on Community Programs (Green Needham) - {{color||2014-02-19}} *Community Service project ideas for Jesse Lear (Green Needham) - {{color||2014-03-10}} *Schools meeting on energy/environmental opportunities and collaboration (Needham) - {{color||2013-09}}? *Crowdfunding BSAS session - check in - {{color||2013-12-01}} *Bob Buderi, Xconomy (Work) - {{color||2014-03-07}} *Chinese Investments in global companies - Proposed BSAS session (Work) - {{color||2014-03-19}} *Green Needham post on Christ Church solar (Green Needham) - {{color||2014-04-11}} *Energy Futures session for BSAS Global Equities (Work) idnv1blb4ncso5p9z2xft4bevmfbwph 523 522 2024-05-24T04:54:29Z Michael 1 1 revision imported 522 wikitext text/x-wiki Postponed projects or to-dos - for future reference (date is the last due-by date set if the item had been recorded in [http://www.toodledo.com Toodledo] or an approximate date anything was done with the item. (Recording items here also to allow them to be removed from Toodledo if needed; otherwise they should be marked with status of '''Someday''' in Toodledo) *Bill Stack, NStar on Community Programs (Green Needham) - {{color||2014-02-19}} *Community Service project ideas for Jesse Lear (Green Needham) - {{color||2014-03-10}} *Schools meeting on energy/environmental opportunities and collaboration (Needham) - {{color||2013-09}}? *Crowdfunding BSAS session - check in - {{color||2013-12-01}} *Bob Buderi, Xconomy (Work) - {{color||2014-03-07}} *Chinese Investments in global companies - Proposed BSAS session (Work) - {{color||2014-03-19}} *Green Needham post on Christ Church solar (Green Needham) - {{color||2014-04-11}} *Energy Futures session for BSAS Global Equities (Work) idnv1blb4ncso5p9z2xft4bevmfbwph 0 278 524 2017-01-26T02:07:44Z Greis>Michael 0 524 wikitext text/x-wiki {{color||'''2017-01-25'''}} - is this page still useful after creation of ToDo, Waiting and follow up items using templates? Inventory for activities requiring links/bookmarks <span style="font-size:125%;color:#3333ee"> People and address book entries to create: </span> <span style="font-size:125%;color:#3333ee"> [http://www.linkedin.com LinkedIn invitations] to issue </span> <span style="font-size:125%;color:#3333ee"> Articles for research, blog posts or follow-up </span> <span style="font-size:125%;color:#3333ee"> Miscellaneous notes / to-dos </span> ---- bye4jxqbo50dn4pm7tz7o3bustqthmg 525 524 2024-05-24T04:54:29Z Michael 1 1 revision imported 524 wikitext text/x-wiki {{color||'''2017-01-25'''}} - is this page still useful after creation of ToDo, Waiting and follow up items using templates? Inventory for activities requiring links/bookmarks <span style="font-size:125%;color:#3333ee"> People and address book entries to create: </span> <span style="font-size:125%;color:#3333ee"> [http://www.linkedin.com LinkedIn invitations] to issue </span> <span style="font-size:125%;color:#3333ee"> Articles for research, blog posts or follow-up </span> <span style="font-size:125%;color:#3333ee"> Miscellaneous notes / to-dos </span> ---- bye4jxqbo50dn4pm7tz7o3bustqthmg 0 279 526 2007-10-11T15:51:38Z Greis>Michael 0 /* Configure the wiki */ 526 wikitext text/x-wiki {{PHG|Internal Pages#Infrastructure|Infrastructure|Internal Pages||Infrastructure}} == Instructions == === Prepare the new wiki directory and links === #Create new directory under /var/www/html - e.g. "newwiki" #Create the following subdirectories: #*'''images''' - so each wiki has its own area for uploaded files #*'''config''' - so each wiki can be configured like a new wiki #*'''skins''' - see below; not required, testing as additional capability #*'''skins/monobook''' - same #Make the ''images'' and ''config'' directories writeable #cd to "newwiki" #Make symbolic links to the live wiki directory #*ln -s /var/www/html/wiki/* . #Make sure all files are owned by apache: #*cd /var/www/html #*chown -hR apache:apache newwiki #Remove (link to) LocalSettings.php from ''newwiki'' #*cd /var/www/html/newwiki #*rm LocalSettings.php #Link to config/index.php (nb: done already?) #*cd /var/www/html/newwiki/config #*ln -s /var/www/html/wiki/config/index.php . *Once a symbolic link to a directory has been created, everything created in that directory will actually be created in the original directory (where the link points) *So you should create any subdirectories in which you will want to have files unique to this wiki :*For example, this scenario creates the ''skins'' and ''skins/monobook'' subdirectories so that this wiki can have its own ''common.css'' === Set up MySQL === Do this in MySQL Administrator *Create a new Schema in MySQL **The standard instructions assume you are using the same database schema for all your wikis, so it has you set up each set with a unique prefix (e.g. ndm_) **I create a new schema for each wiki, but use the unique prefix anyway *Give appropriate authority to the MySQL wikiuser (mirror the other wiki privileges) <br> === Configure the wiki === *Browse to <nowiki>http://greisnet.com:8080/</nowiki>'''newwiki''' *Fill out the configuration options *When complete, move the newly created LocalSettings.php from the config subdirectory to the main wiki subdirectory (''newwiki'') *Edit LocalSettings.php, mirroring the changes and additions from the other wiki LocalSettings.php **(Add these) *Get a new GoogleMap key and add it to LocalSettings.php **Keys are unique for each directory on a host **Get key from [http://www.google.com/apis/maps/ Google Maps] *Record it in LocalSettings.php <br> === Customize the look of the wiki === *Sidebar *Copy templates ---- [[Category:Infrastructure]] 7s9a3rrqhfsanqg44ud8br6835vqns9 527 526 2024-05-24T04:54:29Z Michael 1 1 revision imported 526 wikitext text/x-wiki {{PHG|Internal Pages#Infrastructure|Infrastructure|Internal Pages||Infrastructure}} == Instructions == === Prepare the new wiki directory and links === #Create new directory under /var/www/html - e.g. "newwiki" #Create the following subdirectories: #*'''images''' - so each wiki has its own area for uploaded files #*'''config''' - so each wiki can be configured like a new wiki #*'''skins''' - see below; not required, testing as additional capability #*'''skins/monobook''' - same #Make the ''images'' and ''config'' directories writeable #cd to "newwiki" #Make symbolic links to the live wiki directory #*ln -s /var/www/html/wiki/* . #Make sure all files are owned by apache: #*cd /var/www/html #*chown -hR apache:apache newwiki #Remove (link to) LocalSettings.php from ''newwiki'' #*cd /var/www/html/newwiki #*rm LocalSettings.php #Link to config/index.php (nb: done already?) #*cd /var/www/html/newwiki/config #*ln -s /var/www/html/wiki/config/index.php . *Once a symbolic link to a directory has been created, everything created in that directory will actually be created in the original directory (where the link points) *So you should create any subdirectories in which you will want to have files unique to this wiki :*For example, this scenario creates the ''skins'' and ''skins/monobook'' subdirectories so that this wiki can have its own ''common.css'' === Set up MySQL === Do this in MySQL Administrator *Create a new Schema in MySQL **The standard instructions assume you are using the same database schema for all your wikis, so it has you set up each set with a unique prefix (e.g. ndm_) **I create a new schema for each wiki, but use the unique prefix anyway *Give appropriate authority to the MySQL wikiuser (mirror the other wiki privileges) <br> === Configure the wiki === *Browse to <nowiki>http://greisnet.com:8080/</nowiki>'''newwiki''' *Fill out the configuration options *When complete, move the newly created LocalSettings.php from the config subdirectory to the main wiki subdirectory (''newwiki'') *Edit LocalSettings.php, mirroring the changes and additions from the other wiki LocalSettings.php **(Add these) *Get a new GoogleMap key and add it to LocalSettings.php **Keys are unique for each directory on a host **Get key from [http://www.google.com/apis/maps/ Google Maps] *Record it in LocalSettings.php <br> === Customize the look of the wiki === *Sidebar *Copy templates ---- [[Category:Infrastructure]] 7s9a3rrqhfsanqg44ud8br6835vqns9 0 280 528 2013-12-30T05:08:00Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Boston College|617 552-2767|alan.marcus@b..." 528 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Boston College|617 552-2767|alan.marcus@bc.edu|}} *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} {{#ask: [[introduced by::{{PAGENAME}}]] | intro=Introductions made:&nbsp;}} === Bios === *BC [https://www2.bc.edu/~marcusal/ web page] :*[https://www2.bc.edu/alan-marcus/Marcus_resume.pdf CV] ---- [[Category:People|Marcus]] sp9q4sw85jrr8zwi0leafvlak056fab 529 528 2024-05-24T04:54:29Z Michael 1 1 revision imported 528 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Boston College|617 552-2767|alan.marcus@bc.edu|}} *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} {{#ask: [[introduced by::{{PAGENAME}}]] | intro=Introductions made:&nbsp;}} === Bios === *BC [https://www2.bc.edu/~marcusal/ web page] :*[https://www2.bc.edu/alan-marcus/Marcus_resume.pdf CV] ---- [[Category:People|Marcus]] sp9q4sw85jrr8zwi0leafvlak056fab 0 281 530 2017-05-20T03:50:04Z Greis>Michael 0 530 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Tellus Institute|000 000-0000|email@company.com|}} *Co-founder of GRI *Co-founder of Corporateion 2020 *Co-founder of GISR *Is a friend of [[connected with::Steve Lydenberg]] *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === [http://ratesustainability.org/about/steering-committee/ GISR Steering Committee page] {{color||2014-03-24}} *Dr. Allen L. White is Vice President and Senior Fellow at the Tellus Institute in Boston, MA, and directs the Institute’s Program on Corporate Redesign. *In 1997, he co-founded the Global Reporting Initiative ([[is a member of::GRI]]) and served as its Acting CEO until 2002. *In 2004, he co-founded and is now Director of [[is on board of::Corporation 2020]] (www.corporation2020.org), an initiative focused on designing future corporations to create and sustain social mission. *For his expertise in sustainability strategy, policy, tools and standards, Dr. White has been engaged by: multilateral organizations such as the World Bank and Inter-American Development bank; foundations such as the Pew Charitable Trusts and the UN Foundation; numerous Fortune 500 companies; US EPA; and NGOs such as Oxfam and People4Earth. *Dr. White has held faculty and research positions at the University of Connecticut, Clark University and Battelle Laboratories, and is a former Fulbright Scholar in Peru. He was Founding Chair of GAN-Net/iScale and has served on boards, advisory groups and committees of the International Corporate Governance Network, Civic Capital, Instituto Ethos (Brazil), the New Economy Network, New Earth/Earthster, and the Initiative for Responsible Investment ([[was on board of::IRI]]) at the JFK School, Harvard University. *Since 2005, Dr. White has served as Senior Advisor to Business for Social Responsibility and to [[involved::Ceres]] as a principal architect of the first standardized environmental reporting framework in the years following launch of the organization in 1990. *He is co-author of Corporate Environmentalism in a Global Economy and has published and spoken widely on corporate design, sustainability, accountability and governance. ---- [[Category:People|White]] [[Category:People/Sustainability|White]] c4ygh5lpx19k0iuazj0l9dlhickxkm8 531 530 2024-05-24T04:54:29Z Michael 1 1 revision imported 530 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Tellus Institute|000 000-0000|email@company.com|}} *Co-founder of GRI *Co-founder of Corporateion 2020 *Co-founder of GISR *Is a friend of [[connected with::Steve Lydenberg]] *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === [http://ratesustainability.org/about/steering-committee/ GISR Steering Committee page] {{color||2014-03-24}} *Dr. Allen L. White is Vice President and Senior Fellow at the Tellus Institute in Boston, MA, and directs the Institute’s Program on Corporate Redesign. *In 1997, he co-founded the Global Reporting Initiative ([[is a member of::GRI]]) and served as its Acting CEO until 2002. *In 2004, he co-founded and is now Director of [[is on board of::Corporation 2020]] (www.corporation2020.org), an initiative focused on designing future corporations to create and sustain social mission. *For his expertise in sustainability strategy, policy, tools and standards, Dr. White has been engaged by: multilateral organizations such as the World Bank and Inter-American Development bank; foundations such as the Pew Charitable Trusts and the UN Foundation; numerous Fortune 500 companies; US EPA; and NGOs such as Oxfam and People4Earth. *Dr. White has held faculty and research positions at the University of Connecticut, Clark University and Battelle Laboratories, and is a former Fulbright Scholar in Peru. He was Founding Chair of GAN-Net/iScale and has served on boards, advisory groups and committees of the International Corporate Governance Network, Civic Capital, Instituto Ethos (Brazil), the New Economy Network, New Earth/Earthster, and the Initiative for Responsible Investment ([[was on board of::IRI]]) at the JFK School, Harvard University. *Since 2005, Dr. White has served as Senior Advisor to Business for Social Responsibility and to [[involved::Ceres]] as a principal architect of the first standardized environmental reporting framework in the years following launch of the organization in 1990. *He is co-author of Corporate Environmentalism in a Global Economy and has published and spoken widely on corporate design, sustainability, accountability and governance. ---- [[Category:People|White]] [[Category:People/Sustainability|White]] c4ygh5lpx19k0iuazj0l9dlhickxkm8 0 282 532 2009-06-05T20:09:08Z Greis>Michael 0 /* Return on a Commodity Futures Contract */ 532 wikitext text/x-wiki Commodity - a tangible asset that is homogenous (instances are interchangeable - unlike fine art, for example) '''Indirect investment''' is through equity of businesses linked to commodities, but is not an alternative investment. Evidence indicates indirect investment doesn't expose investor to commodity price changes :Companies also increasing hedge their commodity exposures '''Direct investment''' is through spot market, or futures and forwards on commodities. May be physically settled (delivery of commodity) or cash-settled. Major classes of commodities: *Energy (oil & gas) *Metals (industrial & precious) *Grains (corn, soybeans, wheat) *Soft commodities (cocas, coffe, cotton & sugar) '''Commodity indices''' replicate long positions in commodities :*'''Cost of carry''' model links spot price to futures price & cost of holding commodity, futures market can be a surrogate for cash market performance :*Can't be market-cap weighted because net position in futures is always zero Major indices: *RJ/CRB - (Reuters Jeffries/Commodity Research Bureau) :*Includes all sectors, weights groups unequally by perceived importance :*Arithmetic average of components *GSCI - (Goldman Sachs Commodity Index) :*Includes all sectors, weights by fiver-year moving average of world production :*Energy 2/3 or greater :*Arithmetic average of contracts (?) :*Has sub-incdices for groupings :*Two versions - ::*Total-return - assumes funds sufficient to buy entire basket invested at risk-free rate ::*Spot - Tracks movement in futures prices *DJ/AIGCI - (Dow Jones-AIG Commodity Index) :*Weighted by futures contract activity, plus production data *S&PCI - (S&P) Performance *Have generally underperformed equities and bonds (by Sharpe ratio) *But largely uncorrelated, so good diversifier === Return on a Commodity Futures Contract === <math>F = Se^{(r + c - y)(T - t)}\,</math> :r - risk free rate :c - cost of storage :y - convenience yield :(T-t) - time to maturity Total return has three components: *'''Spot''' or '''Price''' return - generated by change in spot prices through the cost-of-carry model's effect on future prices *'''Collateral return''' (or collateral yield) - risk-free return earned on posted 100% margin *'''Roll return''' - generated by change in futures price as contract moves toward maturity :*Defined as difference in period-to-period futures prices less the change in spot price *In '''backwardation''' (futures prices lower than spot), earn buy-and-hold return because futures prices '''increase''' toward spot as move forward *In '''contango''' (futures prices higher than spot), don't earn buy-and-hold return *Increase in convenience yield gives higher roll returns (why?) === Investment Characteristics === *Prices tend to rise in periods of economic distress (?) *Business cycle supply and demand (volumes used determined by economy) *Convenience yield :*inverse relationship between inventory level and convenience yield *Real options under uncertainty :*Oil markets often in backwardation becasue producers have options not to produce :*Produce if discounted futures prices are below spot price :*Downward sloping futures prices - capture positive roll return by rolling investments in expiring contracts to cheaper new contracts *Natural return of commodities (business cycle-related) *Hedge against unexpected inflation (storable commodities) *'''Higher''' convenience yield <math>\rightarrow</math> '''lower''' futures price relative to spot price :*In '''contango''' - :*In '''backwardation''' - futures price won't have as far to increase <math>\rightarrow</math> '''lower''' return ey4d78vzo1yoj9wbwzz6pvf00w8azqc 533 532 2024-05-24T04:54:30Z Michael 1 1 revision imported 532 wikitext text/x-wiki Commodity - a tangible asset that is homogenous (instances are interchangeable - unlike fine art, for example) '''Indirect investment''' is through equity of businesses linked to commodities, but is not an alternative investment. Evidence indicates indirect investment doesn't expose investor to commodity price changes :Companies also increasing hedge their commodity exposures '''Direct investment''' is through spot market, or futures and forwards on commodities. May be physically settled (delivery of commodity) or cash-settled. Major classes of commodities: *Energy (oil & gas) *Metals (industrial & precious) *Grains (corn, soybeans, wheat) *Soft commodities (cocas, coffe, cotton & sugar) '''Commodity indices''' replicate long positions in commodities :*'''Cost of carry''' model links spot price to futures price & cost of holding commodity, futures market can be a surrogate for cash market performance :*Can't be market-cap weighted because net position in futures is always zero Major indices: *RJ/CRB - (Reuters Jeffries/Commodity Research Bureau) :*Includes all sectors, weights groups unequally by perceived importance :*Arithmetic average of components *GSCI - (Goldman Sachs Commodity Index) :*Includes all sectors, weights by fiver-year moving average of world production :*Energy 2/3 or greater :*Arithmetic average of contracts (?) :*Has sub-incdices for groupings :*Two versions - ::*Total-return - assumes funds sufficient to buy entire basket invested at risk-free rate ::*Spot - Tracks movement in futures prices *DJ/AIGCI - (Dow Jones-AIG Commodity Index) :*Weighted by futures contract activity, plus production data *S&PCI - (S&P) Performance *Have generally underperformed equities and bonds (by Sharpe ratio) *But largely uncorrelated, so good diversifier === Return on a Commodity Futures Contract === <math>F = Se^{(r + c - y)(T - t)}\,</math> :r - risk free rate :c - cost of storage :y - convenience yield :(T-t) - time to maturity Total return has three components: *'''Spot''' or '''Price''' return - generated by change in spot prices through the cost-of-carry model's effect on future prices *'''Collateral return''' (or collateral yield) - risk-free return earned on posted 100% margin *'''Roll return''' - generated by change in futures price as contract moves toward maturity :*Defined as difference in period-to-period futures prices less the change in spot price *In '''backwardation''' (futures prices lower than spot), earn buy-and-hold return because futures prices '''increase''' toward spot as move forward *In '''contango''' (futures prices higher than spot), don't earn buy-and-hold return *Increase in convenience yield gives higher roll returns (why?) === Investment Characteristics === *Prices tend to rise in periods of economic distress (?) *Business cycle supply and demand (volumes used determined by economy) *Convenience yield :*inverse relationship between inventory level and convenience yield *Real options under uncertainty :*Oil markets often in backwardation becasue producers have options not to produce :*Produce if discounted futures prices are below spot price :*Downward sloping futures prices - capture positive roll return by rolling investments in expiring contracts to cheaper new contracts *Natural return of commodities (business cycle-related) *Hedge against unexpected inflation (storable commodities) *'''Higher''' convenience yield <math>\rightarrow</math> '''lower''' futures price relative to spot price :*In '''contango''' - :*In '''backwardation''' - futures price won't have as far to increase <math>\rightarrow</math> '''lower''' return ey4d78vzo1yoj9wbwzz6pvf00w8azqc 0 283 534 2009-06-06T02:30:17Z Greis>Michael 0 534 wikitext text/x-wiki === Discrete Versus Continuous Rates === ::::<math>(1+r)^T \Leftrightarrow e^{rT} \quad and \quad \frac {1}{(1+r)^T} \Leftrightarrow e^{-rT} </math> ::<math>\frac {(1+r)^T}{(1+\delta)^T} \Leftrightarrow e^{(r-\delta)T} \quad and \quad (1+r)^T (1+\delta)^T \Leftrightarrow e^{(r+\delta)T} </math> === Equilibrium Pricing === Synthetic Commodity - Buy a bond and buy a commodity forward Cost of position: :<math>P = \frac {F_0}{(1+r)^T} \Leftarrow \mbox{Discrete} \Leftrightarrow \mbox{Continuous} \Rightarrow -e^{-rT}F_0 </math> At time T: :<math> (S_T - F_0) + F_0 = S_T \,</math> Discounting the expected price to get today's price (unknown risk premium): :<math> E_0(S_T)e^{-\alpha T} \,</math> Equating them (using no-arbitrage): :<math> e^{-rT}F_0 = E_0(S_T)e^{-\alpha T} \,</math> Rearranging to get the forward price: :<math> F_0 = E_0(S_T)e^{(r-\alpha)T} \,</math> which demonstrates that: *forward price is a biased estimate of the expected spot price *bias is risk premium for commodity <math>r - \alpha \,</math> :*as with financial forwards, can do PV calculation using available forward prices to get current prices *forward price discounted at risk-free rate is PV of a commodity delivered at time T Can only use first equation '''if commodity can be stored'''. *The forward prices of non-storable commodities can as a result provide '''price discovery''' ---- [[Category:Alternative Investments]] [[Category:Portfolio Management]] 3mk4ju5fn64h1wvc0s81c7ryobokd01 535 534 2024-05-24T04:54:31Z Michael 1 1 revision imported 534 wikitext text/x-wiki === Discrete Versus Continuous Rates === ::::<math>(1+r)^T \Leftrightarrow e^{rT} \quad and \quad \frac {1}{(1+r)^T} \Leftrightarrow e^{-rT} </math> ::<math>\frac {(1+r)^T}{(1+\delta)^T} \Leftrightarrow e^{(r-\delta)T} \quad and \quad (1+r)^T (1+\delta)^T \Leftrightarrow e^{(r+\delta)T} </math> === Equilibrium Pricing === Synthetic Commodity - Buy a bond and buy a commodity forward Cost of position: :<math>P = \frac {F_0}{(1+r)^T} \Leftarrow \mbox{Discrete} \Leftrightarrow \mbox{Continuous} \Rightarrow -e^{-rT}F_0 </math> At time T: :<math> (S_T - F_0) + F_0 = S_T \,</math> Discounting the expected price to get today's price (unknown risk premium): :<math> E_0(S_T)e^{-\alpha T} \,</math> Equating them (using no-arbitrage): :<math> e^{-rT}F_0 = E_0(S_T)e^{-\alpha T} \,</math> Rearranging to get the forward price: :<math> F_0 = E_0(S_T)e^{(r-\alpha)T} \,</math> which demonstrates that: *forward price is a biased estimate of the expected spot price *bias is risk premium for commodity <math>r - \alpha \,</math> :*as with financial forwards, can do PV calculation using available forward prices to get current prices *forward price discounted at risk-free rate is PV of a commodity delivered at time T Can only use first equation '''if commodity can be stored'''. *The forward prices of non-storable commodities can as a result provide '''price discovery''' ---- [[Category:Alternative Investments]] [[Category:Portfolio Management]] 3mk4ju5fn64h1wvc0s81c7ryobokd01 0 284 536 2009-04-27T15:04:16Z Greis>Michael 0 536 wikitext text/x-wiki *Originally was true "hedge", private partnership funds taking long & short positions to reduce market exposure (lowered risk, lowered return) *Now defined by organization and structure - largely unregulated, private pool of funds, structured as general/limited partnership *Characterized by investment style === Classification === Types of hedge funds *'''equity-market neutral''' - combine long/short positions to remove overall market risk, focusing value creation on under and over-valued securities *'''convertible arbitrage''' - exploit inefficiences in prices of corporate converible securities (warrants, convertible bonds and convertible preferred stock) :*Buy convertible securities and hedge risks (e.g. shorting common stock) :'''fixed-income arbitrage''' - invest in under and over-valued securities (based on expectations of term-rate structure changes, credit quality, sector performance), neutralizing other factors with long/short holdings *'''distressed securities''' *'''merger arbitrage'''' *'''equity long-short''' or '''hedged equity''' - largest AUM :*variety of concentrations and combinations of market, industry, sector *'''global macro''' - trade currencies, futures and options to take advantage of expected moves in various markets *'''emerging markets''' - typically long funds as have limited short selling options in many markets *'''Fund of funds''' Categorization: *'''Relative value''' - exploit valuation discrepencies *'''Event driven''' - e.g., mergers & distressed securities *'''Equity hedge''' - long/short equity, varying market exposure and leverage *'''Global asset allocation''' - long/short global equities, bomds and non-finanical assets *'''Short selling''' === Structural characteristics === *Genera/Limited partner structure *AUM Fee plus incentive fee (typicalliy 1%/20%) *High-water mark provision o don't get paid twice for same gain *Lock-up - funds in place for minimu time === Performance === If suitable benchmark not available: *Create single or multi-factor model *Create a tracking portfolio using optimization *Studies not that the returns are unevenly distributed and skewed - best performance in top quartile; poor performance elsewhere Issues: *Little indication of persistance of return - limited usefulness of historical data *Survivorship bias *Stale price bias - shows lower than actual volatility *Mean variance optimization techniques very sensitive to errors in return estimates - particularly a problem for hedge fund returns *Optionality of hedge fund returns also causes problems with MVO *Young (new) funds outperform old ones *Large funds underperform smaller funds *FOF's may better approximate returns than indices === Peformance Evaluation === *Returns not normally distributed (positive kurtosis - many high/low returns), stale pricing - so standard deviation '''understates''' volatility and risk :*Can use '''downside deviation''' - calculate as do <math>\sigma</math>, except calculate from specified return level (0, risk-free, average return) and only include returns below this number *Sharpe ratio limitations :*Time dependent - annual measure is <math>\sqrt{12}</math> larger than monthly :*Illiquid holdings, stale pricing bias it upward, because <math>\sigma</math> is understaded :*Doesn't work well for non-normal returns (skewness, kurtosis) :*Overestimated when returns follow a trend (serially correlated) :*Not generally predictive :*Can be gamed ::*Longer measurement interval ::*Write out of money puts & calls (collect premimums by taking on additional risk) ::*Using derivatives that smooth returns ::*Get rid of extreme returns by doing a total-return swap on best and worst returns *Other measures: :*'''Sortino ratio''' - Sharpe ratio with downside deviation in place of standard deviation :*'''Gain-to-loss ratio''' - <math>\frac{months^+}{months^-}\times \frac{r^+_{avg}}{r^-_{avg}}</math> f9dsko5k219m4ynfvigfagvg6t6pkis 537 536 2024-05-24T04:54:32Z Michael 1 1 revision imported 536 wikitext text/x-wiki *Originally was true "hedge", private partnership funds taking long & short positions to reduce market exposure (lowered risk, lowered return) *Now defined by organization and structure - largely unregulated, private pool of funds, structured as general/limited partnership *Characterized by investment style === Classification === Types of hedge funds *'''equity-market neutral''' - combine long/short positions to remove overall market risk, focusing value creation on under and over-valued securities *'''convertible arbitrage''' - exploit inefficiences in prices of corporate converible securities (warrants, convertible bonds and convertible preferred stock) :*Buy convertible securities and hedge risks (e.g. shorting common stock) :'''fixed-income arbitrage''' - invest in under and over-valued securities (based on expectations of term-rate structure changes, credit quality, sector performance), neutralizing other factors with long/short holdings *'''distressed securities''' *'''merger arbitrage'''' *'''equity long-short''' or '''hedged equity''' - largest AUM :*variety of concentrations and combinations of market, industry, sector *'''global macro''' - trade currencies, futures and options to take advantage of expected moves in various markets *'''emerging markets''' - typically long funds as have limited short selling options in many markets *'''Fund of funds''' Categorization: *'''Relative value''' - exploit valuation discrepencies *'''Event driven''' - e.g., mergers & distressed securities *'''Equity hedge''' - long/short equity, varying market exposure and leverage *'''Global asset allocation''' - long/short global equities, bomds and non-finanical assets *'''Short selling''' === Structural characteristics === *Genera/Limited partner structure *AUM Fee plus incentive fee (typicalliy 1%/20%) *High-water mark provision o don't get paid twice for same gain *Lock-up - funds in place for minimu time === Performance === If suitable benchmark not available: *Create single or multi-factor model *Create a tracking portfolio using optimization *Studies not that the returns are unevenly distributed and skewed - best performance in top quartile; poor performance elsewhere Issues: *Little indication of persistance of return - limited usefulness of historical data *Survivorship bias *Stale price bias - shows lower than actual volatility *Mean variance optimization techniques very sensitive to errors in return estimates - particularly a problem for hedge fund returns *Optionality of hedge fund returns also causes problems with MVO *Young (new) funds outperform old ones *Large funds underperform smaller funds *FOF's may better approximate returns than indices === Peformance Evaluation === *Returns not normally distributed (positive kurtosis - many high/low returns), stale pricing - so standard deviation '''understates''' volatility and risk :*Can use '''downside deviation''' - calculate as do <math>\sigma</math>, except calculate from specified return level (0, risk-free, average return) and only include returns below this number *Sharpe ratio limitations :*Time dependent - annual measure is <math>\sqrt{12}</math> larger than monthly :*Illiquid holdings, stale pricing bias it upward, because <math>\sigma</math> is understaded :*Doesn't work well for non-normal returns (skewness, kurtosis) :*Overestimated when returns follow a trend (serially correlated) :*Not generally predictive :*Can be gamed ::*Longer measurement interval ::*Write out of money puts & calls (collect premimums by taking on additional risk) ::*Using derivatives that smooth returns ::*Get rid of extreme returns by doing a total-return swap on best and worst returns *Other measures: :*'''Sortino ratio''' - Sharpe ratio with downside deviation in place of standard deviation :*'''Gain-to-loss ratio''' - <math>\frac{months^+}{months^-}\times \frac{r^+_{avg}}{r^-_{avg}}</math> f9dsko5k219m4ynfvigfagvg6t6pkis 0 285 538 2016-05-09T17:11:42Z Greis>Michael 0 538 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Domini Social Investments|&nbsp;|&nbsp;|Founder and Chair|amy-domini-34207b25}} Amy is also a Trustee at [[works for::Loring Wolcott and Coolidge]], where she is also the Founder of and leads the firm's '''Sustainability Group''' *Networking:[[networking::regular]] === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === From LWCo's web site {{color||2016-05-09}}: *Amy Domini works with individuals to integrate social or ethical criteria into their investments. She is also CEO and Founder of Domini Social Investments, LLC, a no-load mutual fund family for socially responsible investors. She holds a B.A in International Economics from Boston University. In 2006, Amy was awarded an honorary Doctor of Business Administration from Northeastern University College of Law. In 2005, Time magazine named her to the Time 100 list of the world's most influential people. She has authored or co-authored several books, including Socially Responsible Investing: Making a Difference and Making Money (Dearborn Trade, 2001), Investing for Good (Harper Collins, 1993), The Social Investment Almanac (Henry Holt & Co., 1992), Challenges of Wealth (Dow Jones Irwin, 1988), Ethical Investing (Addison-Wesley, 1984). Amy is a past trustee of the Church Pension Board at the Episcopal Church (U.S.A.) and also a past Board member of the Governing board of the Interfaith Center on Corporate Responsibility, the National Community Capital Association, and the Social Investment Forum. From Domini Social Investments [http://www.domini.com/why-domini/our-team/amy-domini web site] {{color||2016-05-09}} *Also see Domini's [http://www.domini.com/why-domini/meet-amy-domini Meet Amy Domini] page *Amy Domini is Founder and Chair 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.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 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. She has been a frequent guest commentator on CNBC’s Talking Stocks and various other radio and television shows. *Ms. Domini holds a B.A. in international and comparative studies from Boston University, and holds the Chartered Financial Analyst designation. ---- [[Category:People/Sustainable Investing|Domini]] b0rsk5qzb9doovxwfxunllei9fb9wxm 539 538 2024-05-24T04:54:32Z Michael 1 1 revision imported 538 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Domini Social Investments|&nbsp;|&nbsp;|Founder and Chair|amy-domini-34207b25}} Amy is also a Trustee at [[works for::Loring Wolcott and Coolidge]], where she is also the Founder of and leads the firm's '''Sustainability Group''' *Networking:[[networking::regular]] === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === From LWCo's web site {{color||2016-05-09}}: *Amy Domini works with individuals to integrate social or ethical criteria into their investments. She is also CEO and Founder of Domini Social Investments, LLC, a no-load mutual fund family for socially responsible investors. She holds a B.A in International Economics from Boston University. In 2006, Amy was awarded an honorary Doctor of Business Administration from Northeastern University College of Law. In 2005, Time magazine named her to the Time 100 list of the world's most influential people. She has authored or co-authored several books, including Socially Responsible Investing: Making a Difference and Making Money (Dearborn Trade, 2001), Investing for Good (Harper Collins, 1993), The Social Investment Almanac (Henry Holt & Co., 1992), Challenges of Wealth (Dow Jones Irwin, 1988), Ethical Investing (Addison-Wesley, 1984). Amy is a past trustee of the Church Pension Board at the Episcopal Church (U.S.A.) and also a past Board member of the Governing board of the Interfaith Center on Corporate Responsibility, the National Community Capital Association, and the Social Investment Forum. From Domini Social Investments [http://www.domini.com/why-domini/our-team/amy-domini web site] {{color||2016-05-09}} *Also see Domini's [http://www.domini.com/why-domini/meet-amy-domini Meet Amy Domini] page *Amy Domini is Founder and Chair 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.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 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. She has been a frequent guest commentator on CNBC’s Talking Stocks and various other radio and television shows. *Ms. Domini holds a B.A. in international and comparative studies from Boston University, and holds the Chartered Financial Analyst designation. ---- [[Category:People/Sustainable Investing|Domini]] b0rsk5qzb9doovxwfxunllei9fb9wxm 0 286 540 2009-01-20T15:18:26Z Greis>Michael 0 New page: Moved to Needham this past summer. Have two pre-school kids. Moved from Waltham this summer. Is a Newman *Background in finance - undergraduate in economics, MBA in Finance *Kids w... 540 wikitext text/x-wiki Moved to Needham this past summer. Have two pre-school kids. Moved from Waltham this summer. Is a Newman *Background in finance - undergraduate in economics, MBA in Finance *Kids will be in school for a long time. *Involved with Preschool PTC.... *Amazing to her - how much more I know about what's going on.... *So impressed with the program.... mglzkhftd3xxu9c2hnrn52xb61tnkyp 541 540 2024-05-24T04:54:32Z Michael 1 1 revision imported 540 wikitext text/x-wiki Moved to Needham this past summer. Have two pre-school kids. Moved from Waltham this summer. Is a Newman *Background in finance - undergraduate in economics, MBA in Finance *Kids will be in school for a long time. *Involved with Preschool PTC.... *Amazing to her - how much more I know about what's going on.... *So impressed with the program.... mglzkhftd3xxu9c2hnrn52xb61tnkyp 0 287 542 2016-10-07T14:58:13Z Greis>Michael 0 /* Bios */ 542 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Arabesque Asset Management|49 0 152 5711 1118|andreas.feiner@arabesque.com|Head of Values Based Research and Advocacy|andreas-feiner-b5630357}} *Networking:[[networking::regular]] === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *From Arabesque for 2016 SI Seminar {{color||2016-01-06}} Andreas Feiner is a founding Partner of Arabesque. He is responsible for Arabesque`s Sustainability Process, which is the basis for all of Arabesque`s flagship products, and Bespoke Solutions, which offers tailor-made products based on investors’ individual preferences. Prior to founding Arabesque he was Head of Distribution for [[worked for::Barclays]] Saudi Arabia. Previous positions include Structured Product Sales for Germany, Austria, and Switzerland at Barclays, as well as Equity Research and later Portfolio Management at [[worked for::Metzler Asset Management]]. Andreas holds a BS in Business Administration from the Frankfurt School of Business and Finance (Germany). ---- [[Category:People|Feiner]] 3t8yuh3n4yiya4kghv4ntjijm57hs4h 543 542 2024-05-24T04:54:32Z Michael 1 1 revision imported 542 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Arabesque Asset Management|49 0 152 5711 1118|andreas.feiner@arabesque.com|Head of Values Based Research and Advocacy|andreas-feiner-b5630357}} *Networking:[[networking::regular]] === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *From Arabesque for 2016 SI Seminar {{color||2016-01-06}} Andreas Feiner is a founding Partner of Arabesque. He is responsible for Arabesque`s Sustainability Process, which is the basis for all of Arabesque`s flagship products, and Bespoke Solutions, which offers tailor-made products based on investors’ individual preferences. Prior to founding Arabesque he was Head of Distribution for [[worked for::Barclays]] Saudi Arabia. Previous positions include Structured Product Sales for Germany, Austria, and Switzerland at Barclays, as well as Equity Research and later Portfolio Management at [[worked for::Metzler Asset Management]]. Andreas holds a BS in Business Administration from the Frankfurt School of Business and Finance (Germany). ---- [[Category:People|Feiner]] 3t8yuh3n4yiya4kghv4ntjijm57hs4h 0 288 544 2015-05-11T19:34:27Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|University of Reading|44 75 9583 7714|a.h..." 544 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|University of Reading|44 75 9583 7714|a.hoepner@icmacentre.ac.uk|Associate Professor of Finance|12832069}} *Networking:[[networking::regular]] '''Andreas Hoepner''' is an Associate Professor of Finance at the University of Reading's [[works for::Henley Business School]] and Director of Entreprise for the '''[[works for::ICMA Centre]]'''. (The ICMA Centre is a collaboration between the University of Reading and the [[ICMA]] (International Capital Markets Association). *Sustainable Investment/Responsible Investment is one of his primary areas of research. As of 2015-05: *Senior Academic Fellow, [[works for::PRI]] *Member, Sustainable Investment Advisory Board, [[connected with::Bank J Safra Sarasin]], Switzerland *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Source and date Dr. Andreas G. F. Hoepner received his PhD from [[alumnus of::University of St Andrews]] in June 2010. Before joining the ICMA Centre, he worked as a Lecturer in Banking and Finance at the University of St Andrews (since February 2009) and as Deputy Director of the [[worked for::Centre for Responsible Banking and Finance]] at the University of St. Andrews (since November 2011). He is currently also serving as the Academic Fellow to the United Nation’s Principles for Responsible Investment (since September 2009), and as Senior Associate to the University of Cambridge’s Programme for Sustainability Leadership (since June 2013). His research has won several awards including a 2012 Academy of Management Best Paper Proceeding, a 2010 PRI Academic Research Award, and 2011 and 2012 PRI/FIR Research Grant Awards. Dr. Hoepner has also presented professionally relevant insights from his research to many international financial institutions such as Allianz Global Investors, AXA, China Industrial Bank, Deutsche Bank, Generation Investment, Hermes, HGSM, MSCI, Nordea, Ontario Teachers’ Pension Plan, Scottish Widows or Shanghai Pudong Development Bank. His presentations have been simultaneously translated into Chinese, French, German and Japanese. ---- [[Category:People/Sustainable Investing|Hoepner]] [[Category:People/University|Hoepner]] 68ez54iucqsg3recgkvu6togt7jbzt3 545 544 2024-05-24T04:54:32Z Michael 1 1 revision imported 544 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|University of Reading|44 75 9583 7714|a.hoepner@icmacentre.ac.uk|Associate Professor of Finance|12832069}} *Networking:[[networking::regular]] '''Andreas Hoepner''' is an Associate Professor of Finance at the University of Reading's [[works for::Henley Business School]] and Director of Entreprise for the '''[[works for::ICMA Centre]]'''. (The ICMA Centre is a collaboration between the University of Reading and the [[ICMA]] (International Capital Markets Association). *Sustainable Investment/Responsible Investment is one of his primary areas of research. As of 2015-05: *Senior Academic Fellow, [[works for::PRI]] *Member, Sustainable Investment Advisory Board, [[connected with::Bank J Safra Sarasin]], Switzerland *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Source and date Dr. Andreas G. F. Hoepner received his PhD from [[alumnus of::University of St Andrews]] in June 2010. Before joining the ICMA Centre, he worked as a Lecturer in Banking and Finance at the University of St Andrews (since February 2009) and as Deputy Director of the [[worked for::Centre for Responsible Banking and Finance]] at the University of St. Andrews (since November 2011). He is currently also serving as the Academic Fellow to the United Nation’s Principles for Responsible Investment (since September 2009), and as Senior Associate to the University of Cambridge’s Programme for Sustainability Leadership (since June 2013). His research has won several awards including a 2012 Academy of Management Best Paper Proceeding, a 2010 PRI Academic Research Award, and 2011 and 2012 PRI/FIR Research Grant Awards. Dr. Hoepner has also presented professionally relevant insights from his research to many international financial institutions such as Allianz Global Investors, AXA, China Industrial Bank, Deutsche Bank, Generation Investment, Hermes, HGSM, MSCI, Nordea, Ontario Teachers’ Pension Plan, Scottish Widows or Shanghai Pudong Development Bank. His presentations have been simultaneously translated into Chinese, French, German and Japanese. ---- [[Category:People/Sustainable Investing|Hoepner]] [[Category:People/University|Hoepner]] 68ez54iucqsg3recgkvu6togt7jbzt3 0 289 546 2016-03-04T19:37:02Z Greis>Michael 0 546 wikitext text/x-wiki == 2016-02-15 Call == Would like to do something around Financial Data Science :*Fiduciary duty :*Champions FinTech - technology driven; retail side :*Enhanced technology..... :*I think of FinTech as larger..... :*VC's are pushing B to C...rather than B to B....faster to convince individuals :*Retail banking, credit scoring, main apps for big data :*Credittech - evolved to microfinance for Russia, Indonesia.. :*FDS - focusing on how these things get applied within large institutions :*Someone from State St. told him in November, he (And.) has to focus on our data scientists :*fdsa.io - November event in Zurich ::*Will have one Europe in June; in Frankfurt in May ::*Half of Association Board in US Quants have been doing some things all along *Projects take about three months...than move on *Don't build up science *Additional opportunities in social media *Thinking in FinTech starts from data, not theory *Majority of quants start from theory *Blackrock - has four team; one oversees the other three :*Scientific active alpha '''James Hodson''' - one of founders of FDS *Started Bloomberg Labs Thinking of doing regular webinar on sustainable investment - global *2-3 speakers for whole day *I can coordinate/develop US - CFA Societies, CFAI, others? *Will be back with me in a couple of weeks - working on Australian partner '''See follow-up note 2016-03-04 in RBA BD Outreach folder.''' == 2016-02-09 Call == Have run about Eiris, GMI, parts of Oekoem, depends, Erevalue Erevalue *New data provider *Did some interesting testing *Classify reporting of 6,000 companies (1,000 US) :*Do they report sustainability in financial report, sustainability report, SEC ::*Score 1-3 (don't like this, so just use yes/no *Curating dataset on ESG legislation world-wide Build portfolios *Can show hidden champions in data *Can show which legislation is important *Also do share prices - returns + distributions Look for "hidden champions" - data that shows an upside *Climate change - no informational value; efficient market *Philanthropy reporting and product labeling - upside :*Philanthropy is opaque; labeling is verifiable :*Find that product labeling is a hidden champion :*Greenwashers tend to underperform....big on philanthropy, business practices :*Serious guys are labelers Downside *When sell a product, have to check all your products and parts that don't hurt anyone *Finance products - don't do anything *Use finance data science to test for harm *Test a criteria for fiduciary duty *Have 140 criteria.....can't tell which perform :*Globally, Americas, Europe, APAC :*31 cases where there is a duty with fiduciary duty compliance :*See underperformance against benchmark or non-reporters :*2,500 - 640 x 4 :*Find 31 cases where there is a problem :*Which data complies with fiduciary duty - ESG dataset - *Then look at legislation - can it be fixed? *Legislation: :*Mis-selling and consumer protection legislations (Canada Yes, US No) Vacuum cleaner - good example *Test every part separately *Can't test them all in combination, but can test each separately *No one says animal testing criteria makes any sense in the financial sector Applies to accounting data as well as ESG data Can spin data *Look for fiduciary duty compliance (especially interesting to asset owners/customers) *Look for hidden champions (especially interesting to asset managers) Possible financial data science session for FinTech and for November's SI seminar. Talk later this week. == 2016-02-05 Call == Couldn't connect - rescheduled for 2/9. Questions: *If naive (basic) ESG no longer generates outperformance, because so many people are doing it, is the corollary true - if you're not doing (basic) ESG, you are/may be underperforming? :*Any research/testing on this? :*It's germane to reaching the many investors and investment professionals who are still not doing anything.... *Looking at SEVA, (from our lunch conversation), is it possible to estimate the actual range of adders for an industry? :*If so, could you then make project an estimate of potential alpha/downside risk if a company improves/deteriorates within its industry? *Capital Markets Key Drivers for asset managers :*Smart Beta :*Fin Tech :*ESG :*? :*Compliance (which no one talks about) Smart beta will make it impossible for mid/large size firms to compete (Memo 11) :*Only the very largest (like in ETF world) and boutiques will be able to prosper Trainor-( ) paper (Memo 13) *Doesn't actually have the formula *Developed by others subsequently, including Grossman *Grossman-Stiglitz forgotten, whereas Fama has gotten his ideas everywhere jiikixwa6q55o9fhor2b23fscsfmr02 547 546 2024-05-24T04:54:32Z Michael 1 1 revision imported 546 wikitext text/x-wiki == 2016-02-15 Call == Would like to do something around Financial Data Science :*Fiduciary duty :*Champions FinTech - technology driven; retail side :*Enhanced technology..... :*I think of FinTech as larger..... :*VC's are pushing B to C...rather than B to B....faster to convince individuals :*Retail banking, credit scoring, main apps for big data :*Credittech - evolved to microfinance for Russia, Indonesia.. :*FDS - focusing on how these things get applied within large institutions :*Someone from State St. told him in November, he (And.) has to focus on our data scientists :*fdsa.io - November event in Zurich ::*Will have one Europe in June; in Frankfurt in May ::*Half of Association Board in US Quants have been doing some things all along *Projects take about three months...than move on *Don't build up science *Additional opportunities in social media *Thinking in FinTech starts from data, not theory *Majority of quants start from theory *Blackrock - has four team; one oversees the other three :*Scientific active alpha '''James Hodson''' - one of founders of FDS *Started Bloomberg Labs Thinking of doing regular webinar on sustainable investment - global *2-3 speakers for whole day *I can coordinate/develop US - CFA Societies, CFAI, others? *Will be back with me in a couple of weeks - working on Australian partner '''See follow-up note 2016-03-04 in RBA BD Outreach folder.''' == 2016-02-09 Call == Have run about Eiris, GMI, parts of Oekoem, depends, Erevalue Erevalue *New data provider *Did some interesting testing *Classify reporting of 6,000 companies (1,000 US) :*Do they report sustainability in financial report, sustainability report, SEC ::*Score 1-3 (don't like this, so just use yes/no *Curating dataset on ESG legislation world-wide Build portfolios *Can show hidden champions in data *Can show which legislation is important *Also do share prices - returns + distributions Look for "hidden champions" - data that shows an upside *Climate change - no informational value; efficient market *Philanthropy reporting and product labeling - upside :*Philanthropy is opaque; labeling is verifiable :*Find that product labeling is a hidden champion :*Greenwashers tend to underperform....big on philanthropy, business practices :*Serious guys are labelers Downside *When sell a product, have to check all your products and parts that don't hurt anyone *Finance products - don't do anything *Use finance data science to test for harm *Test a criteria for fiduciary duty *Have 140 criteria.....can't tell which perform :*Globally, Americas, Europe, APAC :*31 cases where there is a duty with fiduciary duty compliance :*See underperformance against benchmark or non-reporters :*2,500 - 640 x 4 :*Find 31 cases where there is a problem :*Which data complies with fiduciary duty - ESG dataset - *Then look at legislation - can it be fixed? *Legislation: :*Mis-selling and consumer protection legislations (Canada Yes, US No) Vacuum cleaner - good example *Test every part separately *Can't test them all in combination, but can test each separately *No one says animal testing criteria makes any sense in the financial sector Applies to accounting data as well as ESG data Can spin data *Look for fiduciary duty compliance (especially interesting to asset owners/customers) *Look for hidden champions (especially interesting to asset managers) Possible financial data science session for FinTech and for November's SI seminar. Talk later this week. == 2016-02-05 Call == Couldn't connect - rescheduled for 2/9. Questions: *If naive (basic) ESG no longer generates outperformance, because so many people are doing it, is the corollary true - if you're not doing (basic) ESG, you are/may be underperforming? :*Any research/testing on this? :*It's germane to reaching the many investors and investment professionals who are still not doing anything.... *Looking at SEVA, (from our lunch conversation), is it possible to estimate the actual range of adders for an industry? :*If so, could you then make project an estimate of potential alpha/downside risk if a company improves/deteriorates within its industry? *Capital Markets Key Drivers for asset managers :*Smart Beta :*Fin Tech :*ESG :*? :*Compliance (which no one talks about) Smart beta will make it impossible for mid/large size firms to compete (Memo 11) :*Only the very largest (like in ETF world) and boutiques will be able to prosper Trainor-( ) paper (Memo 13) *Doesn't actually have the formula *Developed by others subsequently, including Grossman *Grossman-Stiglitz forgotten, whereas Fama has gotten his ideas everywhere jiikixwa6q55o9fhor2b23fscsfmr02 0 290 548 2016-04-04T21:40:36Z Greis>Michael 0 548 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Merrill Lynch|000 000-0000|email@company.com|Head of Due Diligence, CIO Office|anna-snider-7b43b61}} *Suggested as possible speaker for [[BSAS/Sustainable Investing 2016|2016 SI seminar]] by [[introduced by::Bob Eccles]] {{color||2016-04-01}} *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Source and date ---- [[Category:People/Finance|Snider]] 8wxe0a0mykgh4u9qon9glod0yz0nkrz 549 548 2024-05-24T04:54:32Z Michael 1 1 revision imported 548 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Merrill Lynch|000 000-0000|email@company.com|Head of Due Diligence, CIO Office|anna-snider-7b43b61}} *Suggested as possible speaker for [[BSAS/Sustainable Investing 2016|2016 SI seminar]] by [[introduced by::Bob Eccles]] {{color||2016-04-01}} *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Source and date ---- [[Category:People/Finance|Snider]] 8wxe0a0mykgh4u9qon9glod0yz0nkrz 0 291 550 2015-01-21T21:47:19Z Greis>Michael 0 550 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.aperiogroup.com Aperio Group] - information from web site and firm overview PDFs Aperio Group delivers customized asset management services for taxable and tax-exempt investors. Aperio designs and manages customized portfolios that deliver the pre-tax performance of indexing with active tax management and/or active risk tailoring. The result is superior after-tax returns and reduced risk. At Aperio we create customized portfolios of individual securities to: *Maximize after-tax returns *Reduce the risk of concentrated positions *Incorporate customized social screens Aperio's Socially Responsible Investing offering Aperio manages customized SRI portfolios designed to track standard US and foreign equity index benchmarks. Portfolios can be customized along any combination of environmental, social and governance (ESG) screens, utilizing negative, positive and/or best-of-breed screens. Portfolios can also be customized for carbon free and impact strategies that promote environmental sustainability. Aperio’s SRI process utilizes a database of 4,800 US and foreign companies that have been scored for key ESG criteria. Specific companies and industries can be excluded (negative screens) based on the investor’s values (e.g. no weapon manufacturers), and the remaining companies can then be scored based on their performance (e.g. environmental score based on toxic emissions/revenue) among all companies within their industry. Our optimization process is designed to maximize a company’s social score while minimizing its tracking error relative to its benchmark index by excluding the screened companies and more heavily weighting higher scoring companies. Using this approach Aperio is able to profile investors with different value systems while successfully tracking market indexes globally. In addition, Aperio offers a set of pre-fabricated screens for investors who don’t require customization. For example, companies typically included in the Aperio SRI 3000 must first pass exclusionary screens to ensure they do not exceed a maximum threshold involvement in the following business activities: alcohol, tobacco, gambling, military weapons, and nuclear power. The remaining companies are then evaluated within their industries on the following issues: environment, human rights, animal testing, board diversity, labor relations, sexual orientation and corporate governance. The securities are then combined to maximize the portfolio’s social score while replicating the risk and return characteristics of the Russell 3000 index. As a result an investor can achieve market returns while avoiding investments in socially irresponsible companies. A similar process can be implemented for international portfolios that track the MSCI EAFE, MSCI ACWI, or MSCI All World indexes. A socially responsible proxy voting policy completes the program. Conversation with Ken Lassner *Primary clients are UNHW through advisors, also single family offices *Originally created at a basic level to meet requests from younger generation members of UNHW families *Are now getting interest from institutions and mission-based organizations. *This is a growing and very important part of their business for the future. *Invited Aperio to participate in SI 2015 research forum - they would love to. *Ken is on the NYSSA SI committee and helped organize their 2014 event (modeled after our inaugural 2013 session). {{Organizational Connections}} ---- [[Category:Companies/Financial Services]] i4o8snny2xpohe755hpghkdopsqxutz 551 550 2024-05-24T04:54:33Z Michael 1 1 revision imported 550 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.aperiogroup.com Aperio Group] - information from web site and firm overview PDFs Aperio Group delivers customized asset management services for taxable and tax-exempt investors. Aperio designs and manages customized portfolios that deliver the pre-tax performance of indexing with active tax management and/or active risk tailoring. The result is superior after-tax returns and reduced risk. At Aperio we create customized portfolios of individual securities to: *Maximize after-tax returns *Reduce the risk of concentrated positions *Incorporate customized social screens Aperio's Socially Responsible Investing offering Aperio manages customized SRI portfolios designed to track standard US and foreign equity index benchmarks. Portfolios can be customized along any combination of environmental, social and governance (ESG) screens, utilizing negative, positive and/or best-of-breed screens. Portfolios can also be customized for carbon free and impact strategies that promote environmental sustainability. Aperio’s SRI process utilizes a database of 4,800 US and foreign companies that have been scored for key ESG criteria. Specific companies and industries can be excluded (negative screens) based on the investor’s values (e.g. no weapon manufacturers), and the remaining companies can then be scored based on their performance (e.g. environmental score based on toxic emissions/revenue) among all companies within their industry. Our optimization process is designed to maximize a company’s social score while minimizing its tracking error relative to its benchmark index by excluding the screened companies and more heavily weighting higher scoring companies. Using this approach Aperio is able to profile investors with different value systems while successfully tracking market indexes globally. In addition, Aperio offers a set of pre-fabricated screens for investors who don’t require customization. For example, companies typically included in the Aperio SRI 3000 must first pass exclusionary screens to ensure they do not exceed a maximum threshold involvement in the following business activities: alcohol, tobacco, gambling, military weapons, and nuclear power. The remaining companies are then evaluated within their industries on the following issues: environment, human rights, animal testing, board diversity, labor relations, sexual orientation and corporate governance. The securities are then combined to maximize the portfolio’s social score while replicating the risk and return characteristics of the Russell 3000 index. As a result an investor can achieve market returns while avoiding investments in socially irresponsible companies. A similar process can be implemented for international portfolios that track the MSCI EAFE, MSCI ACWI, or MSCI All World indexes. A socially responsible proxy voting policy completes the program. Conversation with Ken Lassner *Primary clients are UNHW through advisors, also single family offices *Originally created at a basic level to meet requests from younger generation members of UNHW families *Are now getting interest from institutions and mission-based organizations. *This is a growing and very important part of their business for the future. *Invited Aperio to participate in SI 2015 research forum - they would love to. *Ken is on the NYSSA SI committee and helped organize their 2014 event (modeled after our inaugural 2013 session). {{Organizational Connections}} ---- [[Category:Companies/Financial Services]] i4o8snny2xpohe755hpghkdopsqxutz 0 292 552 2017-01-10T15:36:34Z Greis>Michael 0 552 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.arabesque.com Arabesque Asset Management] is an ESG Quant firm. It is part of [[entity of::Arabesque Partners]], the holding entity for the Arabesque group of companies. {{color||2016-06-27}} - Talk with Bob Eccles about a position with Arabesque. == About == *[http://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=282729 SEC Investment Advisor filings] - CRD #282729 SEC 801-107600 :*Also registered with United Kingdom - Financial Conduct Authority {{Organizational Connections}} == Background == For discussion with Bob Eccles === From Brochure, ADV Part 2A === Principals worked together at Barclays since 2011. Bought out assets and IP to form LLC in 2013 (England) *Arabesque Partners LLP is fully owned by the senior management of Arabesque :*owns 100% of Arabesque Asset Management Holding Ltd ::*which owns 100% of Arabesque Asset Management Ltd. Provides discretionary portfolio management and investment services to two pooled investment vehicles domiciled in Luxembourg under UTICS "regime" (SICAV - Sciété d’investissement à capital variable) *Fund manager (Advisor) IPConcept of Luxembourg, delegates investment management to Arabesque '''Arabesque fund''' - offered in US :*'''Arabesque Prime Strategy (Smart Beta)''': UCITS fund charging 0.32% p.a. based on the NAV :*'''Arabesque Systematic Strategy (Long-only Alpha)''': UCITS fund charging between 0.82% p.a. and 1.22% p.a. depending on minimum investment sizes based on the NAV *Arabesque also offers advisory services on a segregated mandate basis. Arabesque offers a modular and rules based investment approach with products based on one or a combination of the following: *Index universe produced by '''Arabesque Sustainability Process''' - equity selection examines liquidity, forensic accounting, compliance with UNPRI and ESG performance *'''Prime Strategy''' - combines sustainability data with fundamental equity analysis and Arabesque’s proprietary Earnings Pressure technology. Goal is long-term capital appreciation :*Selects stocks from Arabesque universe; fully invested; rebalanced quarterly :*quantitative approach to fundamental stock analysis - ID companies with strong balance sheets & cash flow; an companies demonstrating continued growth and increasing earnings. :*Earnings Pressure is a proprietary investment technology which leverages the cumulative knowledge of equity analysts through an analysis of behavioral patterns. Earnings Pressure identifies information before it is priced into equity valuations. It examines and tracks analysts’ views and their estimates in order to identify earnings surprises *'''Arabesque Systematic Strategy''' balanced global equity strategy which aims to provide a risk-controlled upside by dynamically allocating between cash and stocks from the respective Arabesque Investment Universe. :*Goal is long-term capital appreciation :*Investments in stocks selected from Arabesque universe and cash :*Quantitative asset allocation and stock selection :*Limiting the maximum drawdown is a high priority objective :*Trading system aims to maximize exposure to equities in "up trends" within risk limits :*System applies three technologies: ::*a trend recognition engine - indicators that detect tend direction change ::*a portfolio optimizer - constrained CVAR optimization to create risk budgets ::*continuous position management (daily) Client referrals *Arabesque works with capital introducers. 10% of gross revenues from clients which have been introduced to Arabesque externally is paid to the introducing party on an ongoing basis for as long as the client is invested in Arabesque’s products. *For the avoidance of doubt, Arabesque does not outsource the sales or client management process. Capital introducers are paid for introducing opportunities to Arabesque which will be solely pursued by Arabesque full-time personnel Voting Client Securities *Proxy voting is performed on all holdings of the Arabesque Sub-Funds as long as the total AUM is above GBP 50mn *Engagement is performed on selected companies as long as the AUM is above GBP 500mn. *Proxy voting and engagement are performed by Hermes Equity Ownership Services (HEOS), the leading provider of active ownership services globally. === From ADV Filing === *23 employees, 16 investment-related :*Owners/others listed on ADV: ::Anja Mikus (CIO), Omar Selim (CEO), Tarek Salim (CFO), Dominic Selwood (CCO) (CRD 6616385-88, respectively) *Provide investment advisory services to 1-10 pooled investment vehicles (clients) :*Portfolio management for pooled investment vehicles (other than investment companies) *Compensation - %AUM *AUM - $38m, 4 accounts *Do not sell products to advisory clients Financial Industry Affiliations - related persons *LIGHTSTONE CAPITAL ADVISERS, LLC - CRD 150350 SEC# 801-70243 :*Share supervised persons '''Private Fund reporting''': *ARABESQUE SICAV - ARABESQUE PRIME, A SUB-FUND OF ARABESQUE SICAV - 805-3159189987 Luxembourg :*Registered with Austria, Germany, Luxembourg & Singapore :*$6.8m, 98% owned by them :*Are a sub-advisor; advisor is IPCONCEPT (LUXEMBURG) :*Marketers - Aaron Bernstein (CA) & Tim Youmans :*Fee: '''0.32%''' of investment at NAV *ARABESQUE SICAV - ARABESQUE SYSTEMATIC, A SUB-FUND OF ARABESQUE SICAV - 805-8548176089 :Registered with Austria, Germany, Luxembourg, Singapore & UK :$13.1m, 60% owned :*Are a sub-advisor; advisor is IPCONCEPT (LUXEMBURG) :*Marketers - Aaron Bernstein (CA) & Tim Youmans :*Fee: '''0.82% - 1.02%''' of investment at NAV depending on size of investment ---- [[Category:Companies/Sustainable Investing]] szznka5lqv1n65wkgc4fknpsg7nb2kn 553 552 2024-05-24T04:54:33Z Michael 1 1 revision imported 552 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.arabesque.com Arabesque Asset Management] is an ESG Quant firm. It is part of [[entity of::Arabesque Partners]], the holding entity for the Arabesque group of companies. {{color||2016-06-27}} - Talk with Bob Eccles about a position with Arabesque. == About == *[http://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=282729 SEC Investment Advisor filings] - CRD #282729 SEC 801-107600 :*Also registered with United Kingdom - Financial Conduct Authority {{Organizational Connections}} == Background == For discussion with Bob Eccles === From Brochure, ADV Part 2A === Principals worked together at Barclays since 2011. Bought out assets and IP to form LLC in 2013 (England) *Arabesque Partners LLP is fully owned by the senior management of Arabesque :*owns 100% of Arabesque Asset Management Holding Ltd ::*which owns 100% of Arabesque Asset Management Ltd. Provides discretionary portfolio management and investment services to two pooled investment vehicles domiciled in Luxembourg under UTICS "regime" (SICAV - Sciété d’investissement à capital variable) *Fund manager (Advisor) IPConcept of Luxembourg, delegates investment management to Arabesque '''Arabesque fund''' - offered in US :*'''Arabesque Prime Strategy (Smart Beta)''': UCITS fund charging 0.32% p.a. based on the NAV :*'''Arabesque Systematic Strategy (Long-only Alpha)''': UCITS fund charging between 0.82% p.a. and 1.22% p.a. depending on minimum investment sizes based on the NAV *Arabesque also offers advisory services on a segregated mandate basis. Arabesque offers a modular and rules based investment approach with products based on one or a combination of the following: *Index universe produced by '''Arabesque Sustainability Process''' - equity selection examines liquidity, forensic accounting, compliance with UNPRI and ESG performance *'''Prime Strategy''' - combines sustainability data with fundamental equity analysis and Arabesque’s proprietary Earnings Pressure technology. Goal is long-term capital appreciation :*Selects stocks from Arabesque universe; fully invested; rebalanced quarterly :*quantitative approach to fundamental stock analysis - ID companies with strong balance sheets & cash flow; an companies demonstrating continued growth and increasing earnings. :*Earnings Pressure is a proprietary investment technology which leverages the cumulative knowledge of equity analysts through an analysis of behavioral patterns. Earnings Pressure identifies information before it is priced into equity valuations. It examines and tracks analysts’ views and their estimates in order to identify earnings surprises *'''Arabesque Systematic Strategy''' balanced global equity strategy which aims to provide a risk-controlled upside by dynamically allocating between cash and stocks from the respective Arabesque Investment Universe. :*Goal is long-term capital appreciation :*Investments in stocks selected from Arabesque universe and cash :*Quantitative asset allocation and stock selection :*Limiting the maximum drawdown is a high priority objective :*Trading system aims to maximize exposure to equities in "up trends" within risk limits :*System applies three technologies: ::*a trend recognition engine - indicators that detect tend direction change ::*a portfolio optimizer - constrained CVAR optimization to create risk budgets ::*continuous position management (daily) Client referrals *Arabesque works with capital introducers. 10% of gross revenues from clients which have been introduced to Arabesque externally is paid to the introducing party on an ongoing basis for as long as the client is invested in Arabesque’s products. *For the avoidance of doubt, Arabesque does not outsource the sales or client management process. Capital introducers are paid for introducing opportunities to Arabesque which will be solely pursued by Arabesque full-time personnel Voting Client Securities *Proxy voting is performed on all holdings of the Arabesque Sub-Funds as long as the total AUM is above GBP 50mn *Engagement is performed on selected companies as long as the AUM is above GBP 500mn. *Proxy voting and engagement are performed by Hermes Equity Ownership Services (HEOS), the leading provider of active ownership services globally. === From ADV Filing === *23 employees, 16 investment-related :*Owners/others listed on ADV: ::Anja Mikus (CIO), Omar Selim (CEO), Tarek Salim (CFO), Dominic Selwood (CCO) (CRD 6616385-88, respectively) *Provide investment advisory services to 1-10 pooled investment vehicles (clients) :*Portfolio management for pooled investment vehicles (other than investment companies) *Compensation - %AUM *AUM - $38m, 4 accounts *Do not sell products to advisory clients Financial Industry Affiliations - related persons *LIGHTSTONE CAPITAL ADVISERS, LLC - CRD 150350 SEC# 801-70243 :*Share supervised persons '''Private Fund reporting''': *ARABESQUE SICAV - ARABESQUE PRIME, A SUB-FUND OF ARABESQUE SICAV - 805-3159189987 Luxembourg :*Registered with Austria, Germany, Luxembourg & Singapore :*$6.8m, 98% owned by them :*Are a sub-advisor; advisor is IPCONCEPT (LUXEMBURG) :*Marketers - Aaron Bernstein (CA) & Tim Youmans :*Fee: '''0.32%''' of investment at NAV *ARABESQUE SICAV - ARABESQUE SYSTEMATIC, A SUB-FUND OF ARABESQUE SICAV - 805-8548176089 :Registered with Austria, Germany, Luxembourg, Singapore & UK :$13.1m, 60% owned :*Are a sub-advisor; advisor is IPCONCEPT (LUXEMBURG) :*Marketers - Aaron Bernstein (CA) & Tim Youmans :*Fee: '''0.82% - 1.02%''' of investment at NAV depending on size of investment ---- [[Category:Companies/Sustainable Investing]] szznka5lqv1n65wkgc4fknpsg7nb2kn 0 293 554 2016-06-27T19:14:48Z Greis>Michael 0 554 wikitext text/x-wiki == 2016-06-20 Deutsche Bank and Arabesque Partners Launch New Family of ESG Investment Products == Deutsche Bank and Arabesque Partners Launch New Family of ESG Investment Products Deutsche Bank and Arabesque Partners today announced the launch of a new family of investment products that apply a proven quantitative stock selection mechanism to environmental, social and governance (ESG) investing. The products will track the returns of the Arabesque Prime and Systematic indices which are designed and operated by Arabesque. These indices mimic in a systematic transparent manner the trading strategies employed by Arabesque for their ESG-funds. Arabesque is the world’s first specialist ESG Quant asset management firm. The name “Arabesque” describes geometric art built with mathematical equations. The firm’s investment technology processes over 100 billion data points to select an investment universe of global stocks that deliver superior returns, integrating ESG data with quantitative investment strategies. Based in Frankfurt and London, Arabesque’s mission is to make sustainable investing attractive and available to all investors. The firm screens thousands of stocks to identify around 1000 companies which comply with its corporate responsibility guidelines and demonstrate strong environmental, social and governance performance. It then applies a range of other non-ESG filters to these companies to identify which companies score highly on other criteria such as financial stability, earnings momentum and market sentiment. Deutsche Bank is partnering with Arabesque as it is the leading specialist firm that fits the bank’s requirements: strong ESG-framework, quantitative focus, and a flexible offering. Sean Flanagan, Head of Equities & Hybrids Structuring Europe at Deutsche Bank, said: “The aim of the partnership is to allow investors to invest in a sustainable way without having to sacrifice return performance. There is a widespread assumption that sustainability comes at a cost, which is a reduced rate of return. But Arabesque’s combination of environmental, social, and governance selection criteria and performance has challenged that assumption.” “Deutsche Bank has seen a strong increase in demand for ESG based products over recent years. We see the cooperation with Arabesque as a crucial step to develop our ESG-footprint and continue building our ESG platform. The topic will keep growing in relevance and Deutsche Bank wants to play an active role in this development.” Omar Selim, Chief Executive Officer at Arabesque Partners, said: “The integration of non-financial information into the investment process is fast becoming a global trend and today, people care more than ever before about precisely how financial return is generated. This trend is gathering momentum: 5,336 companies published a sustainability report in 2014, up from 294 in 2004. Investors can now clearly see that ESG and financial performance go hand in hand.” Andreas Feiner, Head of ESG Research and Advisory at Arabesque Partners stated: “ESG-based investing is one of the most significant trends in financial markets for decades. Over time, it will not be a question of whether investors will integrate ESG information in their portfolio selection but moreover when, how and with whom.” You can find the full press release here and more information on Arabesque at www.arabesque.com. 7sfqtjeao77wydt64u5ajxmwztoat5n 555 554 2024-05-24T04:54:33Z Michael 1 1 revision imported 554 wikitext text/x-wiki == 2016-06-20 Deutsche Bank and Arabesque Partners Launch New Family of ESG Investment Products == Deutsche Bank and Arabesque Partners Launch New Family of ESG Investment Products Deutsche Bank and Arabesque Partners today announced the launch of a new family of investment products that apply a proven quantitative stock selection mechanism to environmental, social and governance (ESG) investing. The products will track the returns of the Arabesque Prime and Systematic indices which are designed and operated by Arabesque. These indices mimic in a systematic transparent manner the trading strategies employed by Arabesque for their ESG-funds. Arabesque is the world’s first specialist ESG Quant asset management firm. The name “Arabesque” describes geometric art built with mathematical equations. The firm’s investment technology processes over 100 billion data points to select an investment universe of global stocks that deliver superior returns, integrating ESG data with quantitative investment strategies. Based in Frankfurt and London, Arabesque’s mission is to make sustainable investing attractive and available to all investors. The firm screens thousands of stocks to identify around 1000 companies which comply with its corporate responsibility guidelines and demonstrate strong environmental, social and governance performance. It then applies a range of other non-ESG filters to these companies to identify which companies score highly on other criteria such as financial stability, earnings momentum and market sentiment. Deutsche Bank is partnering with Arabesque as it is the leading specialist firm that fits the bank’s requirements: strong ESG-framework, quantitative focus, and a flexible offering. Sean Flanagan, Head of Equities & Hybrids Structuring Europe at Deutsche Bank, said: “The aim of the partnership is to allow investors to invest in a sustainable way without having to sacrifice return performance. There is a widespread assumption that sustainability comes at a cost, which is a reduced rate of return. But Arabesque’s combination of environmental, social, and governance selection criteria and performance has challenged that assumption.” “Deutsche Bank has seen a strong increase in demand for ESG based products over recent years. We see the cooperation with Arabesque as a crucial step to develop our ESG-footprint and continue building our ESG platform. The topic will keep growing in relevance and Deutsche Bank wants to play an active role in this development.” Omar Selim, Chief Executive Officer at Arabesque Partners, said: “The integration of non-financial information into the investment process is fast becoming a global trend and today, people care more than ever before about precisely how financial return is generated. This trend is gathering momentum: 5,336 companies published a sustainability report in 2014, up from 294 in 2004. Investors can now clearly see that ESG and financial performance go hand in hand.” Andreas Feiner, Head of ESG Research and Advisory at Arabesque Partners stated: “ESG-based investing is one of the most significant trends in financial markets for decades. Over time, it will not be a question of whether investors will integrate ESG information in their portfolio selection but moreover when, how and with whom.” You can find the full press release here and more information on Arabesque at www.arabesque.com. 7sfqtjeao77wydt64u5ajxmwztoat5n 0 294 556 2017-01-10T15:37:41Z Greis>Michael 0 556 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> Holding entity for Arabesque group of companies. {{Organizational Connections}} ---- [[Category:Companies/Sustainable Investing]] 4hl68rnt1glysdjimfdexsg54u7ldaq 557 556 2024-05-24T04:54:33Z Michael 1 1 revision imported 556 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> Holding entity for Arabesque group of companies. {{Organizational Connections}} ---- [[Category:Companies/Sustainable Investing]] 4hl68rnt1glysdjimfdexsg54u7ldaq 0 295 558 2019-05-29T21:18:59Z Greis>Michael 0 558 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent page for Sustainable Investing Events to create a new event. --> {{ProjectSubPage|project event|}} *[[entity of::Sustainable Investing Events]] - event scheduled for [[activity date::2018-12-31]] - [[project status::cancelled]] *Collaborating organizer: [[is a member of::Ciaran McCabe]] [[is a member of::Andi Feiner]] [[is a member of::Arabesque Partners]] :*Participating: [[contributed to::Jennifer Djaferis]] == Description == Quantifying sustainability using big data *Materiality of non-traditional *Event value proposition - the highest value events advance the expertise, knowledge and capability of the investment practitioner. Events must not be, nor must they seem to be, product pitches or advertisements. This has two practical implications for developing a quality session: :*Speakers associated with and discussing a topic involving a product/service/offering construct their presentation as education and professional development. :*The session should include investment professionals presenting use cases *We're not limited to that by any means. Academics, consultants, clients are all possible participants as appropriate. :*Developing a short (2-3 paragraph) description of the session that communicates who should attend and why ::*This is key to getting buy-in to do the event and then for the initial communications with the potential audience ::*The stronger this is, the wider the potential reach of the event *Identifying potential speakers and roles :*As an example, an initial pass might be at this level: ::*Andi Feiner, Arabesque - presenting S-ray technology, development and internal use ::*Speaker from Accenture - using S-ray technology for.... ::*Speaker from JP Morgan Chase - implications of S-ray technology for portfolio construction & management Jennifer: *How is Arabesque positioning itself *George - why SDGs, why important *What's Arabesque's goal? *Voting with their dollars - supporting companies acting well *How is actionable *Different use cases * == To Do == *Event description - {{hct|Jennifer and Ciaran}} *Potential speakers - {{hct|Jennifer and Ciaran}} *Initial approval - CFAB, CFAi? *How the event would be executed - {{hct|Michael}} :*Would it be part of our series? == Status == {{color||2018-03-08}}: *Speaker/Panelists - *Venue - *Event Description - *Announcement - *Publicity - == Notes == === 2018-03-08 Call === Participating: Michael Greis, Jennifer Djaferis, Ciaran McCabe Jennifer: *How is Arabesque positioning itself *George - why SDGs, why important *What's Arabesque's goal? *Voting with their dollars - supporting companies acting well *How is actionable *Different use cases Ciaran: *Completely understand need to avoid sales, focus on implications <u>Follow-up:</u> *Ciaran and Jennifer to work up draft multi-paragraph description :*What will the attendees get out of this *Identify participants *Reconvene 2018///-03-16 *Ciaran to send me article Andy recently shared *MJG to talk with Stephanie - discuss options == Background == ---- d0gr4z1v6nxbbsbhnsa0lkczmc41t7d 559 558 2024-05-24T04:54:33Z Michael 1 1 revision imported 558 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent page for Sustainable Investing Events to create a new event. --> {{ProjectSubPage|project event|}} *[[entity of::Sustainable Investing Events]] - event scheduled for [[activity date::2018-12-31]] - [[project status::cancelled]] *Collaborating organizer: [[is a member of::Ciaran McCabe]] [[is a member of::Andi Feiner]] [[is a member of::Arabesque Partners]] :*Participating: [[contributed to::Jennifer Djaferis]] == Description == Quantifying sustainability using big data *Materiality of non-traditional *Event value proposition - the highest value events advance the expertise, knowledge and capability of the investment practitioner. Events must not be, nor must they seem to be, product pitches or advertisements. This has two practical implications for developing a quality session: :*Speakers associated with and discussing a topic involving a product/service/offering construct their presentation as education and professional development. :*The session should include investment professionals presenting use cases *We're not limited to that by any means. Academics, consultants, clients are all possible participants as appropriate. :*Developing a short (2-3 paragraph) description of the session that communicates who should attend and why ::*This is key to getting buy-in to do the event and then for the initial communications with the potential audience ::*The stronger this is, the wider the potential reach of the event *Identifying potential speakers and roles :*As an example, an initial pass might be at this level: ::*Andi Feiner, Arabesque - presenting S-ray technology, development and internal use ::*Speaker from Accenture - using S-ray technology for.... ::*Speaker from JP Morgan Chase - implications of S-ray technology for portfolio construction & management Jennifer: *How is Arabesque positioning itself *George - why SDGs, why important *What's Arabesque's goal? *Voting with their dollars - supporting companies acting well *How is actionable *Different use cases * == To Do == *Event description - {{hct|Jennifer and Ciaran}} *Potential speakers - {{hct|Jennifer and Ciaran}} *Initial approval - CFAB, CFAi? *How the event would be executed - {{hct|Michael}} :*Would it be part of our series? == Status == {{color||2018-03-08}}: *Speaker/Panelists - *Venue - *Event Description - *Announcement - *Publicity - == Notes == === 2018-03-08 Call === Participating: Michael Greis, Jennifer Djaferis, Ciaran McCabe Jennifer: *How is Arabesque positioning itself *George - why SDGs, why important *What's Arabesque's goal? *Voting with their dollars - supporting companies acting well *How is actionable *Different use cases Ciaran: *Completely understand need to avoid sales, focus on implications <u>Follow-up:</u> *Ciaran and Jennifer to work up draft multi-paragraph description :*What will the attendees get out of this *Identify participants *Reconvene 2018///-03-16 *Ciaran to send me article Andy recently shared *MJG to talk with Stephanie - discuss options == Background == ---- d0gr4z1v6nxbbsbhnsa0lkczmc41t7d 0 296 560 2022-09-10T17:21:22Z Greis>Michael 0 560 wikitext text/x-wiki Used to preserve material that is no longer needed or current for archival purposes. Generally used for groups of pages under a major heading like '''Infrastructure''' so as to simplify and clean up the interface to the current pages in that heading. {{PageResources}} qxd9y33ukr1m5ir794szyclumf62yl3 561 560 2024-05-24T04:54:33Z Michael 1 1 revision imported 560 wikitext text/x-wiki Used to preserve material that is no longer needed or current for archival purposes. Generally used for groups of pages under a major heading like '''Infrastructure''' so as to simplify and clean up the interface to the current pages in that heading. {{PageResources}} qxd9y33ukr1m5ir794szyclumf62yl3 0 297 562 2022-09-10T17:28:01Z Greis>Michael 0 Michael moved page [[Infrastructure/Nehoiden Magna]] to [[Archive/Infrastructure/Nehoiden Magna]]: Archiving 562 wikitext text/x-wiki Archived - Nehoiden Magna was replaced by Nehoiden (again). This is the production VDS. It replaced the original "Nehoiden" VDS in October, 2010 Additional software that has been installed and customizations that have been made, are documented in this article. If the O/S is upgraded, everything is wiped out. Each virtual user can be backed up on Plesk, but system customizations are lost. == Installed Software == CentOS 5 *Operating System - Linux CentOS 5 *OS Kernel - Linux kernel 2.6 *Remote Access Services - OpenSSH 4.3p2 *Email Services - Sendmail 8.13.8 *Development Languages/Environments :*GCC (C, C++, Objc, GCJ) 4.11 :*Perl 5.8.8 :*PHP 5.1.6 Database and Directory Services - MySQL 5.0.22 DNS Services - BIND 9.3.3 Web Servers and Components :*Apache 2.2.3 :*Mod_ssl 2.2.3 :*Mod_perl 2.0.2cmd :*Mod_python 3.1 === Additional software installed === Installed using <tt>yum install '''package_name'''</tt> *'''mysql-devel''' - 2011-02-03 *'''gcc-c++''' - 2011-02-3 Installed using custom install process *'''[http://sphinxsearch.com Sphinx]''' full text search - 2011-02-03 :*Followed instructions on site :*Installed to provide full-text search for Mediawiki through '''[http://www.mediawiki.org/wiki/Extension:SphinxSearch SphinxSearch]''' extension *SphinxSearch Implementation Notes :*See Media extension page for step-by-step guide :*Added line to '''/etc/rc.local''' to start daemon at system startup /usr/local/bin/searchd --config /usr/local/sphinx/sphinx.conf >> /var/log/sphinx/sphinx-startup.log 2>&1 :*Added crontab task to update index for root using Plesk - runs 4 times a day /usr/local/bin/indexer --quiet --config /usr/local/sphinx/sphinx.conf --all --rotate >/dev/null 2>&1 :*Note: '''sphinx.conf.nehoidenmagna''' is the tested working version including the incremental index ::*'''sphinx.conf''' removes the incremental index. This must be checked.... :::*Initial run worked. ::*Crontab and daemon start must also be checked... *PEAR mail package - see [[Infrastructure/Virtual_Hosting#PHP_Configuration|PHP configuration]] == Customizations == === Postfix e-mail === {{color||2011-12-02}} - Switched to '''Postfix''' for e-mail :*See [[Infrastructure/Virtual_Hosting/Mail_Server|Mail Server]] page for details ==== Courier-IMAP - archive ==== *Default Courier-IMAP installation limits the number of connections from a single IP to '''4'''. :*This causes problems with e-mail clients that are retrieving e-mail for multiple ID's. ::*Thunderbird - default number of cached connections is 5. Should lower this, but may still have problems ::*iPhone - retrieving mail for multiple IDs. *Updated configuration to allow more connections Changes to default configuration: *File: <tt>/etc/courier-imap/imapd</tt> ::*Changed <tt>MAXPERIP=4</tt> to <tt>MAXPERIP=20</tt> *File <tt>/etc/courier-imap/imap-ssl</tt> ::*Comment says "feel free to change MAXPERIP", but MAXPERIP parameter not in file. Inherited from <tt>imapd</tt>? === Login scripts === File: '''<tt>/root/.bashrc</tt>''' <tt>PS1='[\u \w]\$'</tt> <tt>v='/var/www/vhosts'</tt> Changes shell prompt (user, cwd) and creates short variable for path to virtual hosts File: '''<tt>/userid/.bashrc</tt>''' <tt>PS1='[\u \w]\$'</tt> Changes shell prompt (user, cwd) === Cron files for backups === *see [[Infrastructure/Backup#Virtual Dedicated Server|this entry]] == Space Utilization == Approximate space utilization as of 9-22-11 :*According to Plesk Panel - 13.1g free of 20g total :*/usr - 2.7g ::*/usr/local - 1.5g ::*/usr/bin - 0.5g :*/var - 5.6g ::*/var/www/vhosts - 3.9g :*/tmp - 0.6g */var/www/vhosts/domain_name/statistics/logs - these files can get large == Domain software installed == Software installed within the domains - typically PHP/Apache software. :*Upgraded by domain :*Installed on new server during migration of host domains :*Check dependencies, may need to upgrade or tweak either server software or versions of these packages :*Mediawiki - see [[Infrastructure/Wiki|Wiki pages]] :*WordPress - see [[Infrastructure/WordPress|WordPress pages]] == Archive == *Information from [[Infrastructure/Nehoiden Magna/Archive|customizations for previous VDS]] (Nehoiden). Not done or not needed for current VDS (check this to be sure). ---- 938uvfjhg95q2jnwewjxzrdy32ldyd2 563 562 2024-05-24T04:54:33Z Michael 1 1 revision imported 562 wikitext text/x-wiki Archived - Nehoiden Magna was replaced by Nehoiden (again). This is the production VDS. It replaced the original "Nehoiden" VDS in October, 2010 Additional software that has been installed and customizations that have been made, are documented in this article. If the O/S is upgraded, everything is wiped out. Each virtual user can be backed up on Plesk, but system customizations are lost. == Installed Software == CentOS 5 *Operating System - Linux CentOS 5 *OS Kernel - Linux kernel 2.6 *Remote Access Services - OpenSSH 4.3p2 *Email Services - Sendmail 8.13.8 *Development Languages/Environments :*GCC (C, C++, Objc, GCJ) 4.11 :*Perl 5.8.8 :*PHP 5.1.6 Database and Directory Services - MySQL 5.0.22 DNS Services - BIND 9.3.3 Web Servers and Components :*Apache 2.2.3 :*Mod_ssl 2.2.3 :*Mod_perl 2.0.2cmd :*Mod_python 3.1 === Additional software installed === Installed using <tt>yum install '''package_name'''</tt> *'''mysql-devel''' - 2011-02-03 *'''gcc-c++''' - 2011-02-3 Installed using custom install process *'''[http://sphinxsearch.com Sphinx]''' full text search - 2011-02-03 :*Followed instructions on site :*Installed to provide full-text search for Mediawiki through '''[http://www.mediawiki.org/wiki/Extension:SphinxSearch SphinxSearch]''' extension *SphinxSearch Implementation Notes :*See Media extension page for step-by-step guide :*Added line to '''/etc/rc.local''' to start daemon at system startup /usr/local/bin/searchd --config /usr/local/sphinx/sphinx.conf >> /var/log/sphinx/sphinx-startup.log 2>&1 :*Added crontab task to update index for root using Plesk - runs 4 times a day /usr/local/bin/indexer --quiet --config /usr/local/sphinx/sphinx.conf --all --rotate >/dev/null 2>&1 :*Note: '''sphinx.conf.nehoidenmagna''' is the tested working version including the incremental index ::*'''sphinx.conf''' removes the incremental index. This must be checked.... :::*Initial run worked. ::*Crontab and daemon start must also be checked... *PEAR mail package - see [[Infrastructure/Virtual_Hosting#PHP_Configuration|PHP configuration]] == Customizations == === Postfix e-mail === {{color||2011-12-02}} - Switched to '''Postfix''' for e-mail :*See [[Infrastructure/Virtual_Hosting/Mail_Server|Mail Server]] page for details ==== Courier-IMAP - archive ==== *Default Courier-IMAP installation limits the number of connections from a single IP to '''4'''. :*This causes problems with e-mail clients that are retrieving e-mail for multiple ID's. ::*Thunderbird - default number of cached connections is 5. Should lower this, but may still have problems ::*iPhone - retrieving mail for multiple IDs. *Updated configuration to allow more connections Changes to default configuration: *File: <tt>/etc/courier-imap/imapd</tt> ::*Changed <tt>MAXPERIP=4</tt> to <tt>MAXPERIP=20</tt> *File <tt>/etc/courier-imap/imap-ssl</tt> ::*Comment says "feel free to change MAXPERIP", but MAXPERIP parameter not in file. Inherited from <tt>imapd</tt>? === Login scripts === File: '''<tt>/root/.bashrc</tt>''' <tt>PS1='[\u \w]\$'</tt> <tt>v='/var/www/vhosts'</tt> Changes shell prompt (user, cwd) and creates short variable for path to virtual hosts File: '''<tt>/userid/.bashrc</tt>''' <tt>PS1='[\u \w]\$'</tt> Changes shell prompt (user, cwd) === Cron files for backups === *see [[Infrastructure/Backup#Virtual Dedicated Server|this entry]] == Space Utilization == Approximate space utilization as of 9-22-11 :*According to Plesk Panel - 13.1g free of 20g total :*/usr - 2.7g ::*/usr/local - 1.5g ::*/usr/bin - 0.5g :*/var - 5.6g ::*/var/www/vhosts - 3.9g :*/tmp - 0.6g */var/www/vhosts/domain_name/statistics/logs - these files can get large == Domain software installed == Software installed within the domains - typically PHP/Apache software. :*Upgraded by domain :*Installed on new server during migration of host domains :*Check dependencies, may need to upgrade or tweak either server software or versions of these packages :*Mediawiki - see [[Infrastructure/Wiki|Wiki pages]] :*WordPress - see [[Infrastructure/WordPress|WordPress pages]] == Archive == *Information from [[Infrastructure/Nehoiden Magna/Archive|customizations for previous VDS]] (Nehoiden). Not done or not needed for current VDS (check this to be sure). ---- 938uvfjhg95q2jnwewjxzrdy32ldyd2 0 298 564 2022-09-10T17:28:35Z Greis>Michael 0 Michael moved page [[Infrastructure/Nehoiden Magna/Archive]] to [[Archive/Infrastructure/Nehoiden Magna/Archive]]: Archiving 564 wikitext text/x-wiki === Installed ImageMagick === *7/7/08 - Installed ImageMagick for Mediawiki use yum install ImageMagick :to fix the following error: Error creating thumbnail: /var/www/vhosts/greenneedham.org/httpdocs/gnc/bin/ulimit4.sh: line 4: /usr/bin/convert: No such file or directory ---- === Apache .htaccess === *Created <tt>.htaccess</tt> in <tt>httpdocs/wp</tt> for domain michaelgreis.com <IfModule mod_rewrite.c> RewriteEngine On RewriteBase /wp/ RewriteCond %{REQUEST_FILENAME} !-f RewriteCond %{REQUEST_FILENAME} !-d RewriteRule . /wp/index.php [L] </IfModule> *Should also be applicable to wiki implementation *Check reference to step to turn <tt>.htaccess</tt> on in Plesk (though it seemed to work) ---- i2kw6ciszr9c1v6ixmeyhxlaller71l 565 564 2024-05-24T04:54:33Z Michael 1 1 revision imported 564 wikitext text/x-wiki === Installed ImageMagick === *7/7/08 - Installed ImageMagick for Mediawiki use yum install ImageMagick :to fix the following error: Error creating thumbnail: /var/www/vhosts/greenneedham.org/httpdocs/gnc/bin/ulimit4.sh: line 4: /usr/bin/convert: No such file or directory ---- === Apache .htaccess === *Created <tt>.htaccess</tt> in <tt>httpdocs/wp</tt> for domain michaelgreis.com <IfModule mod_rewrite.c> RewriteEngine On RewriteBase /wp/ RewriteCond %{REQUEST_FILENAME} !-f RewriteCond %{REQUEST_FILENAME} !-d RewriteRule . /wp/index.php [L] </IfModule> *Should also be applicable to wiki implementation *Check reference to step to turn <tt>.htaccess</tt> on in Plesk (though it seemed to work) ---- i2kw6ciszr9c1v6ixmeyhxlaller71l 0 299 566 2022-09-10T17:22:05Z Greis>Michael 0 Michael moved page [[Infrastructure/Archive/Virtual Hosting]] to [[Archive/Infrastructure/Virtual Hosting]]: Correct archive placement. 566 wikitext text/x-wiki This file contains archived material on GoDaddy VDS virtual hosting - mostly PLESK-based material no longer useful in a WHM/cPanel environment. == Plesk == {{color||2012-10-28}} - Server [[Infrastructure/Nehoiden|Nehoiden]] provisioned with Plesk Parallels Panel 11 *Server [[Infrastructure/Nehoiden Magna|Nehoiden Magna]] provisioned with Plesk 9.3 :*{{Color||2012-04-10}} - GoDaddy recommends upgrading to Plesk 10.4 to address security vulnerabilities. Resources: :*[http://www.parallels.com/products/plesk/documentation/ Plesk Parallels documentation page] ::*Access to Documentation, Knowledge Base and Forums == Domain Hosts == In GoDaddy account manager -> Domain Hosting Manger -> Nehoiden.net :*Under Host Summary (bottom left) :*Two entries for domain hosts - {{tcolor||NS1.NEHOIDEN.NET}} and {{tcolor||NS2.NEHOIDEN.NET}} :*These contain IP addresses for the virtual dedicated server: {{tcolor||68.178.166.53}} and {{tcolor||68.178.167.22}} nehoiden.net and all the other hosted domains use these two hosts as their nameservers. Note: The second address (68.178.167.22) was added to the list of IP addresses for these hosts on 2/10/10. This was an attempt to resolve the problem with customers on RCN not being able to lookup the hosts on the VDS. *According to the RCN tech, Chris Jackman {{color||cj411@rcn.com}} on 11/14/09, the reason their customers were having problems was that NS1.NEHOIDEN.NET and NS2.NEHOIDEN.NET had CNAME entries instead of A entries. *I couldn't figure out how to explicitly change these, or why no one on other networks had trouble reaching the VDS domains. *Looking at the setup for the domain hosts again, I saw that I had only entered one of the IP addresses when I originally set up the system and the domain hosts. So I added the second IP address to see if it would fix the problem. *According to Chris, using the '''DIG''' tool uncovered the problem: dig a ns1.nehoiden.net @68.178.166.53 {color||3-8-10} - GoDaddy Chat found solution (apparently Verisign recently instituted the same strict interpretation that RCN was using. Tech added A records to ns1.nehoiden.net and ns2.nehoiden.net. Also checked other domains. They are all using nehoiden.net as their nameservers and should be fine. Will take between 4-6 or 24-48 hours to propogate. Test and verify. *See [[Infrastructure/Virtual Hosting/GoDadddy 3-18-10 Chat|GoDadddy 3-18-10 Chat]] transcript for details of chat session. == Access to server == *Via Plesk - browser to: :*http://nehoiden.net:8443 :*http://68.178.166.53:8443 *Via PuTTY/SSH :*nehoiden.net:22 :*68.178.166.53:22 *Login :*michael/bre82DON :*su - same password *Directory structure: *Each domain has its own directory structure in '''/var/www/vhosts''' *Each domain's directory is its domain name - e.g. /var/www/vhosts/michaelgreis.com *Sample directory list: drwxr-x--- 5 mgcampaign psaserv 4096 Jan 26 15:01 anon_ftp drwxr-xr-x 2 root psaserv 4096 Jan 26 15:01 bin drwxr-x--- 3 mgcampaign psaserv 4096 Jan 26 15:01 cgi-bin drwxr-x--- 2 root psaserv 4096 Feb 3 21:01 conf drwxr-xr-x 2 root psaserv 4096 Jan 26 15:01 error_docs drwxr-x--- 9 mgcampaign psaserv 4096 Jan 27 15:02 httpdocs drwxr-x--- 7 mgcampaign psaserv 4096 Jan 26 15:01 httpsdocs drwxr-x--- 2 root psaserv 4096 Jan 26 15:01 pd drwx------ 2 mgcampaign root 4096 Jan 26 15:01 private dr-xr-x--- 7 root psaserv 4096 Jan 26 15:01 statistics drwxr-xr-x 2 root psaserv 4096 Jan 26 15:01 subdomains drwxr-xr-x 3 root psacln 4096 Jan 27 15:02 vault_scripts drwxr-xr-x 2 root psaserv 4096 Jan 26 15:01 web_users drwxr-xr-x 3 mgcampaign psaserv 4096 Jan 27 13:39 webapp *Can only create directories at this level by logging in as root *'''webapp''' directory created for Cliff's web site architecture == Server Paths == *Pleks Parallels KB [http://kb.sp.parallels.com/en/111283 article] on services and paths used by Plesk *perl - /usr/bin/perl *php - /usr/bin/php *sendmail - /usr/sbin/sendmail NOTE: You can use the Linux which command to return the location of binaries defined in your PATH environment variable. Its syntax is shown below: which <application name> === Paths for PLESK === For PLESK, <tt>'''/etc/psa/psa.conf'''</tt> file has aliases for locations of configuration files. See [http://kb.parallels.com/en/952 this Parallels forum entry] for more information Parallels [http://kb.parallels.com/en/111283 KB item] listing services that Plesk interacts with *Includes services' configuration and log file locations == System Logs == {{color||2016-02-01}} - Information reflects locations under Plesk and is out of date. Needs update for cPanel/WHM. *System logs in <tt>/var/logs</tt> *Location of various logs listed in <tt>/etc/syslog.conf</tt> Under Plesk: *Mail log is at <tt>/usr/local/psa/var/log/maillog</tt> Error and Access logs for Apache */var/hosts/'''domain.com'''/statistics/logs Log rotation - uses '''logrotate''' command *Configuration file is <tt>/usr/local/psa/etc/logrotate.conf</tt> *Configuration files for packages in <tt>/etc/logrotate.d</tt> Run log rotation manually /usr/local/psa/admin/sbin/statistics --calculate-one --domain-name=domain.tld Help with logrotate *[http://www.thegeekstuff.com/2010/07/logrotate-examples/ The Ultimate logrotate tutorial] from geekstuff.com *[http://linuxers.org/howto/howto-use-logrotate-manage-log-files Logrotate tutorial] from linuxusers.org *How to handle [http://kb.parallels.com/en/115572 log files too big to rotate] in Plesk *How to remove (and configure rotation of [http://kb.parallels.com/en/111482 Plesk log files] in Plesk GUI *Error log [http://kb.parallels.com/en/118799 occupies too much space] *Another [http://kb.parallels.com/en/111482 Another on GUI] == DNS Configuration and Management == DNS for domains hosted by VDS are on the VDS itself, configured and managed through Plesk. Otherwise, DNS for domains is managed through the GoDaddy DNS Manager (see [http://support.godaddy.com/help/article/680/managing-dns-for-your-domain-names this GoDaddy support article] {{color||2013-11-22}} - At some point, something changed so that I can no longer reach the TNC web site '''using the domain name''' from the local network. :*Workaround is to use the local IP address with the Domino information: http://192.168.1.100/tnc.nsf/Main?Openpage *Not clear why this is happening :*The address for TNC is resolved by the GoDaddy DNS settings, which forwards the domain only to '''greisnet.com''' :*greisnet.com is resolved through the TZO dynamic DNS service running on Grimland :*Can ping greisnet.com from the local network {{color||2012-01-04}} - Asked GoDaddy whether could use [http://support.godaddy.com/help/4041?locale=en this article] to move DNS management to my GoDaddy account where I can use GoDaddy DNS manager. More help is available for configuration problems at that level. === Mail configuration for mail handled elsewhere === The default DNS configuration created when the domain is set up will correctly set up mail for that domain. For domains where it's not worthwhile to set up and manage e-mail service for that domain (e.g. when there's only a few lightly used IDs, but you want to have them associated with the domain), can set up e-mail through GoDaddy. *As of {{color||2014-03-21}}, have '''10''' unlimited business e-mail accounts available through GoDaddy. *Look at the '''greisfamily.net''' DNS configuration to see the MX records needed to route mail to GoDaddy instead of accepting it on the local server. *As of {{color||2015-06-11}}, create the following MX records for domains using the cPanel interface: Priority = 0 SMTP.SECURESERVER.NET Priority = 10 MAILSTORE1.SECURESERVER.NET *See [[Infrastructure/Virtual_Hosting/Mail_Server#Nehoiden.net_running_qmail|this page]] to properly configure the local mail service to recognize that outbound e-mail should be sent on and not handled locally. === SPF Bouncebacks === SPF (Sender Policy Framework) is "an email validation system designed to prevent email spam by detecting email spoofing, a common vulnerability, by verifying sender IP addresses. SPF allows administrators to specify which hosts are allowed to send mail from a given domain by creating a specific SPF record (or TXT record) in the Domain Name System (DNS). Mail exchangers use the DNS to check that mail from a given domain is being sent by a host sanctioned by that domain's administrators." ([http://en.wikipedia.org/wiki/Sender_Policy_Framework Wikipedia definition]) *[http://christopherickes.com/web-app-development/add-spf-record-for-godaddy-vps-virtual-private-server/ This article] has a good explanation of setting up SPF records for GoDaddy VDS :*Create a DNS '''TXT''' record with the following information: Hostname: @ Record Type: TXT Address (or Value): v=spf1 include:'''secureserver.net''' ip4:'''50.63.58.57''' ~all :*Note that using the full server name (dedsecureserver.net) resulted in an SPF error from the validation test below PermError SPF Permanent Error: No valid SPF record for included domain: dedrelay.secureserver.net *See also this [http://technet.microsoft.com/en-us/library/ff714972.aspx Microsoft Technet] entry for information about the options on the SPF record *[http://www.kitterman.com/spf/validate.html SPF validation testing] :*To test outbound e-mails, enter the IP address of the VDS ('''50.63.58.57''') and the sending e-mail address (e.g. mjg@river bendadvisors.com)in the fields for the 3rd test on the page :*Note that these test use caching servers, so if you make a change to the DNS, you have to wait until the TTL expires to try the test again. {{color||2013-11-22}} - Getting SPF rejections again. Updated '''riverbendadvisors.com''' DNS '''TXT''' record using format above *Server information (From GoDaddy Launch panel for VDS) as of {{color||2013-11-22}} :*SMTP Service server name: '''dedrelay.secureserver.net''' :*Server IP address: '''50.63.58.57''' and '''50.63.59.189''' {{color||2012-01-04}} - '''550 5.7.1 Rejected - SPF check failed''' in mail sent from RBA to National Grid. Same message sent (forwarded) from Comcast seems to have gone through. GoDaddy chat agent recommended I remove the Plesk-generated SPF record. :*GoDaddy chat advisor changed SPF record. Test it. v=spf1 a mx ptr a:s2smtpout.secureserver.net include:secureserver.net ~all Was: v=spf1 +a +mx -all === dig === Use LINUX command '''dig''' to check the DNS records for a domain: dig @IP_OF_DNS_SERVER yourdomain.com dig (domain information groper) is a flexible tool for interrogating DNS name server Note: installed with '''bind-utils''' package === nslookup === Looks up information from name servers Note: installed with '''bind-utils''' package == Statistics == {{color||2016-04-22}} - Update this for WHM/cPanel environment '''AWStats''' enabled for hosted domains. Stats are web accessible at: https://'''domain.org'''/plesk-stat/webstat/index.html where '''domain.org''' is the domain name. The statistics are maintained in this directory (for AWStats): /var/www/vhosts/'''domain.org'''/statistics/webstat Note: the directory '''/var/www/vhosts/''domain.org''/logs''' contains the log files for the domain. Run log rotation manually /usr/local/psa/admin/sbin/statistics --calculate-one --domain-name=domain.tld {{color||2014-04-01}} - There is a problem with the automatic generation of statistics. There is an entry somewhere on the wiki about this. Another problem this seems to be causing is the that the logs for each domain get very large and are never processed. *Is it possible that getting the logs down to an appropriate size would allow automated statistics generation again? Perhaps not, because I have in the past done manual stats generation and no domain seems to be working correctly. These are the largest files on the system as of {{color||2014-04-01}} :114M /var/log/httpd/suexec_log :138M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2013Apr16.tar.gz :148M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2013Aug07.tar.gz :158M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2014Mar03.tar.gz :153M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2013Nov27.tar.gz :332M /var/www/vhosts/newyearsneedham.org/httpdocs/wp-content/uploads/backupbuddy_backups/temp_zip_w0oehmuepk/backup-www_newyearsneedham_org-2013_06_19-full-w0oehmuepk.zip :669M /var/www/vhosts/newyearsneedham.org/httpdocs/backup.zip :190M /var/www/vhosts/newyearsneedham.org/statistics/logs/access_log :178M /var/www/vhosts/greenneedham.org/statistics/logs/access_log.processed :386M /var/www/vhosts/wiki.greenneedham.org/statistics/logs/access_log :131M /var/www/vhosts/riverbendadvisors.com/statistics/logs/access_log :147M /var/www/vhosts/cohconsulting.com/statistics/logs/error_log :138M /var/lib/mailman/archives/private/sc.mbox/sc.mbox :232M /var/lib/mailman/mailman_archive.20120927.tar.gz :443M /var/lib/mysql/ibdata1 Follow-up: :114M /var/log/httpd/suexec_log - not sure *Next four are archives - deal with them separately :138M /nehoiden.net/httpdocs/archive/gnc_blog.2013Apr16.tar.gz :148M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2013Aug07.tar.gz :158M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2014Mar03.tar.gz :153M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2013Nov27.tar.gz *e-mail to Artie asking him to remove these if not needed. :332M /var/www/vhosts/newyearsneedham.org/httpdocs/wp-content/uploads/backupbuddy_backups/temp_zip_w0oehmuepk/backup-www_newyearsneedham_org-2013_06_19-full-w0oehmuepk.zip :669M /var/www/vhosts/newyearsneedham.org/httpdocs/backup.zip *Run manual rotation for each of these. If wanted, go to the stats page and save the stats information. Then can use Plesk GUI to remove the large .processed file :*Manual rotation done 2014-04-01 :190M /var/www/vhosts/newyearsneedham.org/statistics/logs/access_log :178M /var/www/vhosts/greenneedham.org/statistics/logs/access_log.processed :386M /var/www/vhosts/wiki.greenneedham.org/statistics/logs/access_log :131M /var/www/vhosts/riverbendadvisors.com/statistics/logs/access_log *Get rid of large error log. :147M /var/www/vhosts/cohconsulting.com/statistics/logs/error_log *Steering Committee listserv - can older entries be removed/archived elsewhere? :138M /var/lib/mailman/archives/private/sc.mbox/sc.mbox *This looks like a backup from the old server - confirm and remove it. :232M /var/lib/mailman/mailman_archive.20120927.tar.gz *This is the SQL data file. Check for an SQL information item about the spaces from dropped databases not being reclaimed in this file. :443M /var/lib/mysql/ibdata1 == Allowing programs access to peer directories == {{color||2012-10-02}} - This procedure is no longer necessary with PLESK 11. Under PLESK 11, each webspace (domain or group of domains) controls its own php.ini file. Further, the default settings for '''open_basedir''' are set to include the webroot directory (and thus everything below it) - e.g. <tt>/var/www/vhosts/greenneedham.org</tt> as well as <tt>/tmp</tt>. Additionally, programs that need to allow the web server (apache/httpd) to write files (WordPress for uploads and upgrades, Mediawiki for uploads)operate correctly in this environment with ownership set to <tt>ftpusername:psacln</tt> Remember to set PHP safe mode '''off''' when setting up the domain. (Does not obviate the need for the following procedure.) From [http://help.godaddy.com/topic/278/article/1476 GoDaddy Help Center] (modified): Plesk configures the httpd.include file for each domain for overall site security. As such, it enables the open_basedir directive for PHP, so that a script / site can only access files located in these directories: *'''/var/www/vhosts/domainname/httpdocs''' *'''/tmp''' To overcome this setting, create a '''vhost.conf''' in the '''domainname/conf''' directory with the following lines: <Directory /var/www/vhosts/michaelgreis.com/httpdocs> php_admin_value open_basedir "/var/www/vhosts/michaelgreis.com/httpdocs:/tmp:/var/www/vhosts/michaelgreis.com/webapp" </Directory> :*For Campaign web sites, must include <tt>/var/www/vhosts/hostname.com/anon_ftp</tt> ::*NB: Check with Cliff - should change to require login? anon_ftp vulnerable? Once this is done, enter the following command: /usr/local/psa/admin/bin/websrvmng -a -v This will update the main httpd.include file to include the new vhost.conf file, and will also gracefully restart the Web service, so the changes take effect. *Make sure to modify the paths as needed for the actual paths on your server and what your scripts require. Although not as secure, if you are unsure of what paths are required for your PHP to execute properly, you can set the restriction to 'no value' replacing the path with 'none': php_admin_value open_basedir none *Separate all directories with a colon (:). As an Apache module, open_basedir paths from parent directories are now automatically inherited. *The restriction specified with open_basedir is actually a prefix, not a directory name. This means that "open_basedir = /dir/incl" also allows access to "/dir/include" and "/dir/incls", if they exist. When you want to restrict access to only the specified directory, end with a slash. For example: "open_basedir = /dir/incl/" *For sites with SSL's, you will also need to create a '''vhost_ssl.conf''' in the same manner modifying the paths appropriately based on your settings. For example, if you have not selected the ''Use a single directory for housing SSL and non-SSL content'' option in Plesk under the physical hosting setup, you will need to modify the path to /var/www/vhosts/domain.com/httpsdocs for the open_basedir value to apply properly. == vhost.conf - Domain-specific Apache server directive == {{color||2012-10-28}} - Updated for Plesk 11 Some of this content from [http://download1.swsoft.com/Plesk/Plesk8.1/Doc/plesk-8.1-unix-administrators-guide/17359.htm SWSoft Knowledge Base Article 17359] *The [[#Allowing programs access to peer directories|previous article]] is a specific instance of the more general case of customized Apache server directives. *<tt>httpd.conf</tt> (add its location)is the master configuration file for the Apache web server. This should not be changed in the VDS/Plesk environment. Any changes here may be overwritten by Plesk. *Using Plesk to create domains and sub-domains (and aliases) generates an <tt>httpd.include</tt> file in the <tt>/var/www/vhosts/<domain-name>/conf</tt> directory. This sets basic parameters for the Apache web server, tying IP addresses, domain names and the base directory for Apache. This file should also not be modified as it will be overwritten by Plesk. *Local customization for the Apache server is done by creating and adding Apache directives to the <tt>vhost.conf</tt> file in <tt>/var/www/vhosts/<domain-name>/conf/</tt> The '''websrvmng''' command in earlier versions of Plesk has been replaced by the '''httpdmng''' command in <tt>/usr/local/psa/admin/bin</tt> *To make changes active for a specific domain: /usr/local/psa/admin/bin/httpdmng --reconfigure-domain <domain_name> === PEAR === {{color||2016-04-22}} - Update for WHM/cPanel environment [http://pear.php.net PEAR] is installed for PHP by default. Applies to [[Infrastructure/Nehoiden Magna|Nehoiden Magna]] :Installed the '''Mail''' and '''Net_SMTP''' packages pear install ''package_name'' Using <tt>include_once</tt> when running a PHP file on the web site (through Apache) requires that the files to be included be in a PHP-accessible directory. *Must include the directory in '''php.ini''''s <tt>''include_path'''</tt> directive. *Must also remove the '''open_basedir''' restriction, as above :*{{color||2011-11-14}} Plesk/VDS configuration limits those by default to the current <tt>httpdocs</tt> directory (and below) and <tt>/tmp</tt>. :*GoDaddy's HELP item (updated July 2011), still says you can set '''open_basedir = none''' in '''php.ini''', though that is not the preferred solution. :*{{color]]2011-11-14}} - Tried creating a '''vhost.conf''' for greenneedham.org for PEAR, but wasn't sure it worked properly. Left file as <tt>vhost_test.conf</tt> to try again later. === Customization for greenneedham.org === {{color||2012-10-28}} - Implemented this vhost.conf setting for '''wiki.greenneedham.org''' on new Nehoiden server {{color||2011-07-27}} - no longer used/needed? *Originally customized with a vhost.conf file with the following line: DirectoryIndex gnc/index.php which directs all the web traffic to the gnc directory (the wiki). *6/28 - Need to find directives to allow www.greenneedham.org to go to another directory. Options: *Create a www subdomain :*Created subdomain, should work once have content for '''www''' :*'''Manually''' changed ''httpd.conf'' to point '''www''' to main site (until there is content in the '''www''' sub-domain): DocumentRoot /var/www/vhosts/greenneedham.org/httpdocs This will be overwritten if Apache is reconfigured. Presumably this won't be needed once there is different content for '''www''', but there should be a cleaner way to do this *Redirect to sub-directories (from [http://muffinresearch.co.uk/archives/2006/08/20/redirecting-subdomains-to-directories-in-apache/ this posting], doesn't seem to work - permissions problem). May be addressable with other apache directives. == vhost.conf - Domain-specific Apache server directive == Some of this content from [http://download1.swsoft.com/Plesk/Plesk8.1/Doc/plesk-8.1-unix-administrators-guide/17359.htm SWSoft Knowledge Base Article 17359] The [[#Allowing programs access to peer directories|previous article]] is a specific instance of the more general case of customized Apache server directives. *<tt>httpd.conf</tt> (add its location)is the master configuration file for the Apache web server. This should not be changed in the VDS/Plesk environment. Any changes here may be overwritten by Plesk. *Using Plesk to create domains and sub-domains (and aliases) generates an <tt>httpd.include</tt> file in the <tt>/var/www/vhosts/<domain-name>/conf</tt> directory. This sets basic parameters for the Apache web server, tying IP addresses, domain names and the base directory for Apache. This file should also not be modified as it will be overwritten by Plesk. *Local customization for the Apache server is done by creating and adding Apache directives to the <tt>vhost.conf</tt> file in <tt>/var/www/vhosts/<domain-name>/conf/</tt> *To make changes active, issue either of the following commands: /usr/local/psa/admin/bin/websrvmng -a -v to update all virtual hosts and restart Apache gracefully or /usr/local/psa/admin/bin/websrvmng -v --vhost-name=''domain.name'' to only update vhost ''domain.name'' and restart Options for websrvmng command (selected): -a, --reconfigure-all create configuration files for all domains -m, --change-admin-email --email=<admin_email> change admin email -u, --reconfigure-vhost --vhost-name=<domain_name> webserver reconfiguration for one given host -w, --without-restart without restart apache & tomcat. Can used with another options -p, --start start webserver -o, --stop stop webserver -s, --status webserver status -r, --restart restart webserver -t, --restart-tomcat with -p & -r restart tomcat -v, --no-daemon non-daemon mode without delay on restart apache -h, --help display this help and exit == Upgrade and Migration == {{color||2011-07-27}} - Now running on CentOS 5 ==== Archive ==== Current host has Fedora Core 6 installed. New server at GoDaddy would have Fedora Core 7 (which has PHP 5.2 by default). PHP 5.2 not readily available on Fedora Core 6. There are two possible scenarios for upgrading the VDS operating system *Backup all domains (plus other files changed outside domains), upgrade, restore :*If anything goes wrong, no domains are accessible *Provision a new VDS and use Plesk Migration Manager to migrate domains :*Must enable root login - get around restriction in system :*Modify /etc/ssh/sshd_config to remove '''Deny''' from root ::*Last lines of sshd_config - '''DenyUsers root''' and '''DenyGroup root''' :*Restart sshd di3cl9k1ppvcz1wru542vixpe1csqw3 567 566 2024-05-24T04:54:33Z Michael 1 1 revision imported 566 wikitext text/x-wiki This file contains archived material on GoDaddy VDS virtual hosting - mostly PLESK-based material no longer useful in a WHM/cPanel environment. == Plesk == {{color||2012-10-28}} - Server [[Infrastructure/Nehoiden|Nehoiden]] provisioned with Plesk Parallels Panel 11 *Server [[Infrastructure/Nehoiden Magna|Nehoiden Magna]] provisioned with Plesk 9.3 :*{{Color||2012-04-10}} - GoDaddy recommends upgrading to Plesk 10.4 to address security vulnerabilities. Resources: :*[http://www.parallels.com/products/plesk/documentation/ Plesk Parallels documentation page] ::*Access to Documentation, Knowledge Base and Forums == Domain Hosts == In GoDaddy account manager -> Domain Hosting Manger -> Nehoiden.net :*Under Host Summary (bottom left) :*Two entries for domain hosts - {{tcolor||NS1.NEHOIDEN.NET}} and {{tcolor||NS2.NEHOIDEN.NET}} :*These contain IP addresses for the virtual dedicated server: {{tcolor||68.178.166.53}} and {{tcolor||68.178.167.22}} nehoiden.net and all the other hosted domains use these two hosts as their nameservers. Note: The second address (68.178.167.22) was added to the list of IP addresses for these hosts on 2/10/10. This was an attempt to resolve the problem with customers on RCN not being able to lookup the hosts on the VDS. *According to the RCN tech, Chris Jackman {{color||cj411@rcn.com}} on 11/14/09, the reason their customers were having problems was that NS1.NEHOIDEN.NET and NS2.NEHOIDEN.NET had CNAME entries instead of A entries. *I couldn't figure out how to explicitly change these, or why no one on other networks had trouble reaching the VDS domains. *Looking at the setup for the domain hosts again, I saw that I had only entered one of the IP addresses when I originally set up the system and the domain hosts. So I added the second IP address to see if it would fix the problem. *According to Chris, using the '''DIG''' tool uncovered the problem: dig a ns1.nehoiden.net @68.178.166.53 {color||3-8-10} - GoDaddy Chat found solution (apparently Verisign recently instituted the same strict interpretation that RCN was using. Tech added A records to ns1.nehoiden.net and ns2.nehoiden.net. Also checked other domains. They are all using nehoiden.net as their nameservers and should be fine. Will take between 4-6 or 24-48 hours to propogate. Test and verify. *See [[Infrastructure/Virtual Hosting/GoDadddy 3-18-10 Chat|GoDadddy 3-18-10 Chat]] transcript for details of chat session. == Access to server == *Via Plesk - browser to: :*http://nehoiden.net:8443 :*http://68.178.166.53:8443 *Via PuTTY/SSH :*nehoiden.net:22 :*68.178.166.53:22 *Login :*michael/bre82DON :*su - same password *Directory structure: *Each domain has its own directory structure in '''/var/www/vhosts''' *Each domain's directory is its domain name - e.g. /var/www/vhosts/michaelgreis.com *Sample directory list: drwxr-x--- 5 mgcampaign psaserv 4096 Jan 26 15:01 anon_ftp drwxr-xr-x 2 root psaserv 4096 Jan 26 15:01 bin drwxr-x--- 3 mgcampaign psaserv 4096 Jan 26 15:01 cgi-bin drwxr-x--- 2 root psaserv 4096 Feb 3 21:01 conf drwxr-xr-x 2 root psaserv 4096 Jan 26 15:01 error_docs drwxr-x--- 9 mgcampaign psaserv 4096 Jan 27 15:02 httpdocs drwxr-x--- 7 mgcampaign psaserv 4096 Jan 26 15:01 httpsdocs drwxr-x--- 2 root psaserv 4096 Jan 26 15:01 pd drwx------ 2 mgcampaign root 4096 Jan 26 15:01 private dr-xr-x--- 7 root psaserv 4096 Jan 26 15:01 statistics drwxr-xr-x 2 root psaserv 4096 Jan 26 15:01 subdomains drwxr-xr-x 3 root psacln 4096 Jan 27 15:02 vault_scripts drwxr-xr-x 2 root psaserv 4096 Jan 26 15:01 web_users drwxr-xr-x 3 mgcampaign psaserv 4096 Jan 27 13:39 webapp *Can only create directories at this level by logging in as root *'''webapp''' directory created for Cliff's web site architecture == Server Paths == *Pleks Parallels KB [http://kb.sp.parallels.com/en/111283 article] on services and paths used by Plesk *perl - /usr/bin/perl *php - /usr/bin/php *sendmail - /usr/sbin/sendmail NOTE: You can use the Linux which command to return the location of binaries defined in your PATH environment variable. Its syntax is shown below: which <application name> === Paths for PLESK === For PLESK, <tt>'''/etc/psa/psa.conf'''</tt> file has aliases for locations of configuration files. See [http://kb.parallels.com/en/952 this Parallels forum entry] for more information Parallels [http://kb.parallels.com/en/111283 KB item] listing services that Plesk interacts with *Includes services' configuration and log file locations == System Logs == {{color||2016-02-01}} - Information reflects locations under Plesk and is out of date. Needs update for cPanel/WHM. *System logs in <tt>/var/logs</tt> *Location of various logs listed in <tt>/etc/syslog.conf</tt> Under Plesk: *Mail log is at <tt>/usr/local/psa/var/log/maillog</tt> Error and Access logs for Apache */var/hosts/'''domain.com'''/statistics/logs Log rotation - uses '''logrotate''' command *Configuration file is <tt>/usr/local/psa/etc/logrotate.conf</tt> *Configuration files for packages in <tt>/etc/logrotate.d</tt> Run log rotation manually /usr/local/psa/admin/sbin/statistics --calculate-one --domain-name=domain.tld Help with logrotate *[http://www.thegeekstuff.com/2010/07/logrotate-examples/ The Ultimate logrotate tutorial] from geekstuff.com *[http://linuxers.org/howto/howto-use-logrotate-manage-log-files Logrotate tutorial] from linuxusers.org *How to handle [http://kb.parallels.com/en/115572 log files too big to rotate] in Plesk *How to remove (and configure rotation of [http://kb.parallels.com/en/111482 Plesk log files] in Plesk GUI *Error log [http://kb.parallels.com/en/118799 occupies too much space] *Another [http://kb.parallels.com/en/111482 Another on GUI] == DNS Configuration and Management == DNS for domains hosted by VDS are on the VDS itself, configured and managed through Plesk. Otherwise, DNS for domains is managed through the GoDaddy DNS Manager (see [http://support.godaddy.com/help/article/680/managing-dns-for-your-domain-names this GoDaddy support article] {{color||2013-11-22}} - At some point, something changed so that I can no longer reach the TNC web site '''using the domain name''' from the local network. :*Workaround is to use the local IP address with the Domino information: http://192.168.1.100/tnc.nsf/Main?Openpage *Not clear why this is happening :*The address for TNC is resolved by the GoDaddy DNS settings, which forwards the domain only to '''greisnet.com''' :*greisnet.com is resolved through the TZO dynamic DNS service running on Grimland :*Can ping greisnet.com from the local network {{color||2012-01-04}} - Asked GoDaddy whether could use [http://support.godaddy.com/help/4041?locale=en this article] to move DNS management to my GoDaddy account where I can use GoDaddy DNS manager. More help is available for configuration problems at that level. === Mail configuration for mail handled elsewhere === The default DNS configuration created when the domain is set up will correctly set up mail for that domain. For domains where it's not worthwhile to set up and manage e-mail service for that domain (e.g. when there's only a few lightly used IDs, but you want to have them associated with the domain), can set up e-mail through GoDaddy. *As of {{color||2014-03-21}}, have '''10''' unlimited business e-mail accounts available through GoDaddy. *Look at the '''greisfamily.net''' DNS configuration to see the MX records needed to route mail to GoDaddy instead of accepting it on the local server. *As of {{color||2015-06-11}}, create the following MX records for domains using the cPanel interface: Priority = 0 SMTP.SECURESERVER.NET Priority = 10 MAILSTORE1.SECURESERVER.NET *See [[Infrastructure/Virtual_Hosting/Mail_Server#Nehoiden.net_running_qmail|this page]] to properly configure the local mail service to recognize that outbound e-mail should be sent on and not handled locally. === SPF Bouncebacks === SPF (Sender Policy Framework) is "an email validation system designed to prevent email spam by detecting email spoofing, a common vulnerability, by verifying sender IP addresses. SPF allows administrators to specify which hosts are allowed to send mail from a given domain by creating a specific SPF record (or TXT record) in the Domain Name System (DNS). Mail exchangers use the DNS to check that mail from a given domain is being sent by a host sanctioned by that domain's administrators." ([http://en.wikipedia.org/wiki/Sender_Policy_Framework Wikipedia definition]) *[http://christopherickes.com/web-app-development/add-spf-record-for-godaddy-vps-virtual-private-server/ This article] has a good explanation of setting up SPF records for GoDaddy VDS :*Create a DNS '''TXT''' record with the following information: Hostname: @ Record Type: TXT Address (or Value): v=spf1 include:'''secureserver.net''' ip4:'''50.63.58.57''' ~all :*Note that using the full server name (dedsecureserver.net) resulted in an SPF error from the validation test below PermError SPF Permanent Error: No valid SPF record for included domain: dedrelay.secureserver.net *See also this [http://technet.microsoft.com/en-us/library/ff714972.aspx Microsoft Technet] entry for information about the options on the SPF record *[http://www.kitterman.com/spf/validate.html SPF validation testing] :*To test outbound e-mails, enter the IP address of the VDS ('''50.63.58.57''') and the sending e-mail address (e.g. mjg@river bendadvisors.com)in the fields for the 3rd test on the page :*Note that these test use caching servers, so if you make a change to the DNS, you have to wait until the TTL expires to try the test again. {{color||2013-11-22}} - Getting SPF rejections again. Updated '''riverbendadvisors.com''' DNS '''TXT''' record using format above *Server information (From GoDaddy Launch panel for VDS) as of {{color||2013-11-22}} :*SMTP Service server name: '''dedrelay.secureserver.net''' :*Server IP address: '''50.63.58.57''' and '''50.63.59.189''' {{color||2012-01-04}} - '''550 5.7.1 Rejected - SPF check failed''' in mail sent from RBA to National Grid. Same message sent (forwarded) from Comcast seems to have gone through. GoDaddy chat agent recommended I remove the Plesk-generated SPF record. :*GoDaddy chat advisor changed SPF record. Test it. v=spf1 a mx ptr a:s2smtpout.secureserver.net include:secureserver.net ~all Was: v=spf1 +a +mx -all === dig === Use LINUX command '''dig''' to check the DNS records for a domain: dig @IP_OF_DNS_SERVER yourdomain.com dig (domain information groper) is a flexible tool for interrogating DNS name server Note: installed with '''bind-utils''' package === nslookup === Looks up information from name servers Note: installed with '''bind-utils''' package == Statistics == {{color||2016-04-22}} - Update this for WHM/cPanel environment '''AWStats''' enabled for hosted domains. Stats are web accessible at: https://'''domain.org'''/plesk-stat/webstat/index.html where '''domain.org''' is the domain name. The statistics are maintained in this directory (for AWStats): /var/www/vhosts/'''domain.org'''/statistics/webstat Note: the directory '''/var/www/vhosts/''domain.org''/logs''' contains the log files for the domain. Run log rotation manually /usr/local/psa/admin/sbin/statistics --calculate-one --domain-name=domain.tld {{color||2014-04-01}} - There is a problem with the automatic generation of statistics. There is an entry somewhere on the wiki about this. Another problem this seems to be causing is the that the logs for each domain get very large and are never processed. *Is it possible that getting the logs down to an appropriate size would allow automated statistics generation again? Perhaps not, because I have in the past done manual stats generation and no domain seems to be working correctly. These are the largest files on the system as of {{color||2014-04-01}} :114M /var/log/httpd/suexec_log :138M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2013Apr16.tar.gz :148M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2013Aug07.tar.gz :158M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2014Mar03.tar.gz :153M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2013Nov27.tar.gz :332M /var/www/vhosts/newyearsneedham.org/httpdocs/wp-content/uploads/backupbuddy_backups/temp_zip_w0oehmuepk/backup-www_newyearsneedham_org-2013_06_19-full-w0oehmuepk.zip :669M /var/www/vhosts/newyearsneedham.org/httpdocs/backup.zip :190M /var/www/vhosts/newyearsneedham.org/statistics/logs/access_log :178M /var/www/vhosts/greenneedham.org/statistics/logs/access_log.processed :386M /var/www/vhosts/wiki.greenneedham.org/statistics/logs/access_log :131M /var/www/vhosts/riverbendadvisors.com/statistics/logs/access_log :147M /var/www/vhosts/cohconsulting.com/statistics/logs/error_log :138M /var/lib/mailman/archives/private/sc.mbox/sc.mbox :232M /var/lib/mailman/mailman_archive.20120927.tar.gz :443M /var/lib/mysql/ibdata1 Follow-up: :114M /var/log/httpd/suexec_log - not sure *Next four are archives - deal with them separately :138M /nehoiden.net/httpdocs/archive/gnc_blog.2013Apr16.tar.gz :148M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2013Aug07.tar.gz :158M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2014Mar03.tar.gz :153M /var/www/vhosts/nehoiden.net/httpdocs/archive/gnc_blog.2013Nov27.tar.gz *e-mail to Artie asking him to remove these if not needed. :332M /var/www/vhosts/newyearsneedham.org/httpdocs/wp-content/uploads/backupbuddy_backups/temp_zip_w0oehmuepk/backup-www_newyearsneedham_org-2013_06_19-full-w0oehmuepk.zip :669M /var/www/vhosts/newyearsneedham.org/httpdocs/backup.zip *Run manual rotation for each of these. If wanted, go to the stats page and save the stats information. Then can use Plesk GUI to remove the large .processed file :*Manual rotation done 2014-04-01 :190M /var/www/vhosts/newyearsneedham.org/statistics/logs/access_log :178M /var/www/vhosts/greenneedham.org/statistics/logs/access_log.processed :386M /var/www/vhosts/wiki.greenneedham.org/statistics/logs/access_log :131M /var/www/vhosts/riverbendadvisors.com/statistics/logs/access_log *Get rid of large error log. :147M /var/www/vhosts/cohconsulting.com/statistics/logs/error_log *Steering Committee listserv - can older entries be removed/archived elsewhere? :138M /var/lib/mailman/archives/private/sc.mbox/sc.mbox *This looks like a backup from the old server - confirm and remove it. :232M /var/lib/mailman/mailman_archive.20120927.tar.gz *This is the SQL data file. Check for an SQL information item about the spaces from dropped databases not being reclaimed in this file. :443M /var/lib/mysql/ibdata1 == Allowing programs access to peer directories == {{color||2012-10-02}} - This procedure is no longer necessary with PLESK 11. Under PLESK 11, each webspace (domain or group of domains) controls its own php.ini file. Further, the default settings for '''open_basedir''' are set to include the webroot directory (and thus everything below it) - e.g. <tt>/var/www/vhosts/greenneedham.org</tt> as well as <tt>/tmp</tt>. Additionally, programs that need to allow the web server (apache/httpd) to write files (WordPress for uploads and upgrades, Mediawiki for uploads)operate correctly in this environment with ownership set to <tt>ftpusername:psacln</tt> Remember to set PHP safe mode '''off''' when setting up the domain. (Does not obviate the need for the following procedure.) From [http://help.godaddy.com/topic/278/article/1476 GoDaddy Help Center] (modified): Plesk configures the httpd.include file for each domain for overall site security. As such, it enables the open_basedir directive for PHP, so that a script / site can only access files located in these directories: *'''/var/www/vhosts/domainname/httpdocs''' *'''/tmp''' To overcome this setting, create a '''vhost.conf''' in the '''domainname/conf''' directory with the following lines: <Directory /var/www/vhosts/michaelgreis.com/httpdocs> php_admin_value open_basedir "/var/www/vhosts/michaelgreis.com/httpdocs:/tmp:/var/www/vhosts/michaelgreis.com/webapp" </Directory> :*For Campaign web sites, must include <tt>/var/www/vhosts/hostname.com/anon_ftp</tt> ::*NB: Check with Cliff - should change to require login? anon_ftp vulnerable? Once this is done, enter the following command: /usr/local/psa/admin/bin/websrvmng -a -v This will update the main httpd.include file to include the new vhost.conf file, and will also gracefully restart the Web service, so the changes take effect. *Make sure to modify the paths as needed for the actual paths on your server and what your scripts require. Although not as secure, if you are unsure of what paths are required for your PHP to execute properly, you can set the restriction to 'no value' replacing the path with 'none': php_admin_value open_basedir none *Separate all directories with a colon (:). As an Apache module, open_basedir paths from parent directories are now automatically inherited. *The restriction specified with open_basedir is actually a prefix, not a directory name. This means that "open_basedir = /dir/incl" also allows access to "/dir/include" and "/dir/incls", if they exist. When you want to restrict access to only the specified directory, end with a slash. For example: "open_basedir = /dir/incl/" *For sites with SSL's, you will also need to create a '''vhost_ssl.conf''' in the same manner modifying the paths appropriately based on your settings. For example, if you have not selected the ''Use a single directory for housing SSL and non-SSL content'' option in Plesk under the physical hosting setup, you will need to modify the path to /var/www/vhosts/domain.com/httpsdocs for the open_basedir value to apply properly. == vhost.conf - Domain-specific Apache server directive == {{color||2012-10-28}} - Updated for Plesk 11 Some of this content from [http://download1.swsoft.com/Plesk/Plesk8.1/Doc/plesk-8.1-unix-administrators-guide/17359.htm SWSoft Knowledge Base Article 17359] *The [[#Allowing programs access to peer directories|previous article]] is a specific instance of the more general case of customized Apache server directives. *<tt>httpd.conf</tt> (add its location)is the master configuration file for the Apache web server. This should not be changed in the VDS/Plesk environment. Any changes here may be overwritten by Plesk. *Using Plesk to create domains and sub-domains (and aliases) generates an <tt>httpd.include</tt> file in the <tt>/var/www/vhosts/<domain-name>/conf</tt> directory. This sets basic parameters for the Apache web server, tying IP addresses, domain names and the base directory for Apache. This file should also not be modified as it will be overwritten by Plesk. *Local customization for the Apache server is done by creating and adding Apache directives to the <tt>vhost.conf</tt> file in <tt>/var/www/vhosts/<domain-name>/conf/</tt> The '''websrvmng''' command in earlier versions of Plesk has been replaced by the '''httpdmng''' command in <tt>/usr/local/psa/admin/bin</tt> *To make changes active for a specific domain: /usr/local/psa/admin/bin/httpdmng --reconfigure-domain <domain_name> === PEAR === {{color||2016-04-22}} - Update for WHM/cPanel environment [http://pear.php.net PEAR] is installed for PHP by default. Applies to [[Infrastructure/Nehoiden Magna|Nehoiden Magna]] :Installed the '''Mail''' and '''Net_SMTP''' packages pear install ''package_name'' Using <tt>include_once</tt> when running a PHP file on the web site (through Apache) requires that the files to be included be in a PHP-accessible directory. *Must include the directory in '''php.ini''''s <tt>''include_path'''</tt> directive. *Must also remove the '''open_basedir''' restriction, as above :*{{color||2011-11-14}} Plesk/VDS configuration limits those by default to the current <tt>httpdocs</tt> directory (and below) and <tt>/tmp</tt>. :*GoDaddy's HELP item (updated July 2011), still says you can set '''open_basedir = none''' in '''php.ini''', though that is not the preferred solution. :*{{color]]2011-11-14}} - Tried creating a '''vhost.conf''' for greenneedham.org for PEAR, but wasn't sure it worked properly. Left file as <tt>vhost_test.conf</tt> to try again later. === Customization for greenneedham.org === {{color||2012-10-28}} - Implemented this vhost.conf setting for '''wiki.greenneedham.org''' on new Nehoiden server {{color||2011-07-27}} - no longer used/needed? *Originally customized with a vhost.conf file with the following line: DirectoryIndex gnc/index.php which directs all the web traffic to the gnc directory (the wiki). *6/28 - Need to find directives to allow www.greenneedham.org to go to another directory. Options: *Create a www subdomain :*Created subdomain, should work once have content for '''www''' :*'''Manually''' changed ''httpd.conf'' to point '''www''' to main site (until there is content in the '''www''' sub-domain): DocumentRoot /var/www/vhosts/greenneedham.org/httpdocs This will be overwritten if Apache is reconfigured. Presumably this won't be needed once there is different content for '''www''', but there should be a cleaner way to do this *Redirect to sub-directories (from [http://muffinresearch.co.uk/archives/2006/08/20/redirecting-subdomains-to-directories-in-apache/ this posting], doesn't seem to work - permissions problem). May be addressable with other apache directives. == vhost.conf - Domain-specific Apache server directive == Some of this content from [http://download1.swsoft.com/Plesk/Plesk8.1/Doc/plesk-8.1-unix-administrators-guide/17359.htm SWSoft Knowledge Base Article 17359] The [[#Allowing programs access to peer directories|previous article]] is a specific instance of the more general case of customized Apache server directives. *<tt>httpd.conf</tt> (add its location)is the master configuration file for the Apache web server. This should not be changed in the VDS/Plesk environment. Any changes here may be overwritten by Plesk. *Using Plesk to create domains and sub-domains (and aliases) generates an <tt>httpd.include</tt> file in the <tt>/var/www/vhosts/<domain-name>/conf</tt> directory. This sets basic parameters for the Apache web server, tying IP addresses, domain names and the base directory for Apache. This file should also not be modified as it will be overwritten by Plesk. *Local customization for the Apache server is done by creating and adding Apache directives to the <tt>vhost.conf</tt> file in <tt>/var/www/vhosts/<domain-name>/conf/</tt> *To make changes active, issue either of the following commands: /usr/local/psa/admin/bin/websrvmng -a -v to update all virtual hosts and restart Apache gracefully or /usr/local/psa/admin/bin/websrvmng -v --vhost-name=''domain.name'' to only update vhost ''domain.name'' and restart Options for websrvmng command (selected): -a, --reconfigure-all create configuration files for all domains -m, --change-admin-email --email=<admin_email> change admin email -u, --reconfigure-vhost --vhost-name=<domain_name> webserver reconfiguration for one given host -w, --without-restart without restart apache & tomcat. Can used with another options -p, --start start webserver -o, --stop stop webserver -s, --status webserver status -r, --restart restart webserver -t, --restart-tomcat with -p & -r restart tomcat -v, --no-daemon non-daemon mode without delay on restart apache -h, --help display this help and exit == Upgrade and Migration == {{color||2011-07-27}} - Now running on CentOS 5 ==== Archive ==== Current host has Fedora Core 6 installed. New server at GoDaddy would have Fedora Core 7 (which has PHP 5.2 by default). PHP 5.2 not readily available on Fedora Core 6. There are two possible scenarios for upgrading the VDS operating system *Backup all domains (plus other files changed outside domains), upgrade, restore :*If anything goes wrong, no domains are accessible *Provision a new VDS and use Plesk Migration Manager to migrate domains :*Must enable root login - get around restriction in system :*Modify /etc/ssh/sshd_config to remove '''Deny''' from root ::*Last lines of sshd_config - '''DenyUsers root''' and '''DenyGroup root''' :*Restart sshd di3cl9k1ppvcz1wru542vixpe1csqw3 0 300 568 2022-09-10T17:22:06Z Greis>Michael 0 Michael moved page [[Infrastructure/Archive/Virtual Hosting/2014 Migration]] to [[Archive/Infrastructure/Virtual Hosting/2014 Migration]]: Correct archive placement. 568 wikitext text/x-wiki == 2014 Migration to CentOS 6 == On {{color||2014-10-24}}, while exploring options for a discount when renewing VDS for a year, found out that the new GoDaddy LINUX hosting options are much improved and a better financial deal. This page documents the options and provides resources for planning and executing the migration from the legacy Plesk server to a new cPanel server. '''Benefits of migrating to the new plan and cPanel:''' *Newer server hardware (2012 vs. 2008) *GoDaddy now provides base operating system patches and some upgrades as a semi-managed service option that does not cost more than unmanaged *The cost is lower: :*No need to purchase Plesk & add-on (saves ~$10/month) :*Can get better discount for long-term renewal (10% base, probably more depending on discounts in place when you do it '''Plan:''' *Research :*migration process :*cPanel functionality :*level of system code *Purchase new server on one year plan to get discount *Migrate within one month Migrating from Plesk to cPanel - migration tools on cPanel servers allow direct migration from Plesk servers ({{color||2015-01-12}} - This may not be the case. Migration is possible from existing cPanel sites, but looks like it would require assisted migration to move from Plesk sites. *[http://cpanel.net/cpanel-whm/migrate-cpanel/ Migrate cPanel] *[https://kb.mediatemple.net/questions/2088/Using+the+cPanel%7B47%7DWHM+Transfer+Accounts+Tool#dv Migration] information for MediaTemple (another provider of cPanel hosting) *[https://documentation.cpanel.net cPanel and WHM documentation] from cPanel Links and documentation for setting up new server and manual migration: *[https://support.godaddy.com/help/article/8467/setting-up-nameserver-dns-using-cpanelwebhost-manager Setting up nameserver] *[https://documentation.cpanel.net/pages/viewpage.action?pageId=363363#CopyMultipleAccounts/PackagesfromAnotherServer-ImportantnoteaboutaccounttransfersfromPlesk Copy Multiple Accounts] from another Server msvodp7mw7kc07rlf5qfq40krruyc2m 569 568 2024-05-24T04:54:33Z Michael 1 1 revision imported 568 wikitext text/x-wiki == 2014 Migration to CentOS 6 == On {{color||2014-10-24}}, while exploring options for a discount when renewing VDS for a year, found out that the new GoDaddy LINUX hosting options are much improved and a better financial deal. This page documents the options and provides resources for planning and executing the migration from the legacy Plesk server to a new cPanel server. '''Benefits of migrating to the new plan and cPanel:''' *Newer server hardware (2012 vs. 2008) *GoDaddy now provides base operating system patches and some upgrades as a semi-managed service option that does not cost more than unmanaged *The cost is lower: :*No need to purchase Plesk & add-on (saves ~$10/month) :*Can get better discount for long-term renewal (10% base, probably more depending on discounts in place when you do it '''Plan:''' *Research :*migration process :*cPanel functionality :*level of system code *Purchase new server on one year plan to get discount *Migrate within one month Migrating from Plesk to cPanel - migration tools on cPanel servers allow direct migration from Plesk servers ({{color||2015-01-12}} - This may not be the case. Migration is possible from existing cPanel sites, but looks like it would require assisted migration to move from Plesk sites. *[http://cpanel.net/cpanel-whm/migrate-cpanel/ Migrate cPanel] *[https://kb.mediatemple.net/questions/2088/Using+the+cPanel%7B47%7DWHM+Transfer+Accounts+Tool#dv Migration] information for MediaTemple (another provider of cPanel hosting) *[https://documentation.cpanel.net cPanel and WHM documentation] from cPanel Links and documentation for setting up new server and manual migration: *[https://support.godaddy.com/help/article/8467/setting-up-nameserver-dns-using-cpanelwebhost-manager Setting up nameserver] *[https://documentation.cpanel.net/pages/viewpage.action?pageId=363363#CopyMultipleAccounts/PackagesfromAnotherServer-ImportantnoteaboutaccounttransfersfromPlesk Copy Multiple Accounts] from another Server msvodp7mw7kc07rlf5qfq40krruyc2m 0 301 570 2022-09-10T17:25:44Z Greis>Michael 0 Michael moved page [[Infrastructure/Virtual Hosting/Mail Server/Archive]] to [[Archive/Infrastructure/Virtual Hosting/Mail Server]] without leaving a redirect: Archiving 570 wikitext text/x-wiki {{color||2016-10-25}} - Archive of material from previous versions (Parallels based). Includes detailed information on '''qmail''' and '''postfix'''. *Server [[Infrastructure/Nehoiden|Nehoiden]] running '''qmail''' :*{{color||2012-10-28}} - Server as provisioned running '''qmail''' *Server [[Infrastructure/Nehoiden Magna|Nehoiden Magna]] running '''postfix''' :*{{color||2011-12-02}} - Switched to '''postfix''' (see below) ::*Nehoiden Magna server implements '''qmail''' by default ::*Installation is customized by Plesk, so may need to search Plesk Parallels documentation and forums as well as qmail information ::*According to GoDaddy tech support, system uses [http://www.courier-mta.org/imap/ Courier/IMAP Server] along with qmail, so may want to check that as well. == Directories and Files == Under Plesk: *Mail log is at /usr/local/psa/var/log/maillog Mail server implements various spam filters and handlers *Files in /usr/local/psa/handlers === Potential rogue script sending spam === {{color||2014-05-15}} - Still receiving non-delivery notices every few days. Nothing in <tt>mail.send</tt> log other than notes from a blog requesting comment approval. Also check [http://kb.parallels.com/766 this Parallels thread] :*According to this thread, the lines: Received: (qmail 30270 invoked from network); 16 May 2014 10:23:24 -0400 Received: from 111-253-104-115.dynamic.hinet.net (HELO riverbendadvisors.com) (111.253.104.115) by ip-50-63-58-57.ip.secureserver.net with ESMTPA; 16 May 2014 10:23:23 -0400 :mean that the e-mail was accepted and delivered via SMTP, and that the sender is an authorized mail user. :That means that either ::*the mjg@riverbendadvisors.com password has been compromised, or ::*another ID has been compromised and the sender is masquerading as mjg. Example of e-mail header: x-originating-ip: 50.63.58.57 x_spam_cmae: v=2.0 cv=a+fuAzuF c=1 sm=1 p=bPOL46c0smMA:10 a=wsbJdePFsx2ELqV/kBBWzQ==:17 a=Chd8i2xUaZEA:10 a=Nd34Vv-WAAAA:8 a=XA5k0IdSAAAA:8 a=8AzfLUIrmgJDoY0Eo-sA:9 a=wPNLvfGTeEIA:10 a=l05Ur06WOJ8A:10 a=s3ETyEAxjoYA:10 a=PPQ9a-nfkxQA:10 a=GbOCWwxrOa8u9TYbvWAA:9 a=_W_S_7VecoQA:10 a=UF909vspFEgA:10 a=UBz-Jv_xNXcA:10 a=wsbJdePFsx2ELqV/kBBWzQ==:117 Received: (qmail 30270 invoked from network); 16 May 2014 10:23:24 -0400 Received: from 111-253-104-115.dynamic.hinet.net (HELO riverbendadvisors.com) (111.253.104.115) by ip-50-63-58-57.ip.secureserver.net with ESMTPA; 16 May 2014 10:23:23 -0400 Message-ID: <5af3eadef29e$1d0c5609$802e3ce0$@riverbendadvisors.com> From: Rahamathulla Khan <mjg@riverbendadvisors.com> To: "=?ISO-8859-1?Q?lebrilliante=40hotmail.com?=" <lebrilliante@hotmail.com>, "=?ISO-8859-1?Q?legajobs=40yahoo.com?=" <legajobs@yahoo.com>, "=?ISO-8859-1?Q?leovie.manuel=40wspgroup.ae?=" <leovie.manuel@wspgroup.ae>, "=?ISO-8859-1?Q?leslie=40outreachuae.com?=" <leslie@outreachuae.com>, "=?ISO-8859-1?Q?lesmer=40sify.com?=" <lesmer@sify.com>, "=?ISO-8859-1?Q?lhet=40sigsme.com?=" <lhet@sigsme.com>, "=?ISO-8859-1?Q?linda=40ascentbc.net?=" <linda@ascentbc.net>, "=?ISO-8859-1?Q?lisa.oxford=40midubai.ae?=" <lisa.oxford@midubai.ae>, "=?ISO-8859-1?Q?liza=5Fvanderwalt=40symantec.com?=" <liza_vanderwalt@symantec.com>, "=?ISO-8859-1?Q?llsvacancies=40gmail.com?=" <llsvacancies@gmail.com>, "=?ISO-8859-1?Q?logcv=40gulfjobseekers.com?=" <logcv@gulfjobseekers.com>, "=?ISO-8859-1?Q?loghrofficer=40gmail.com?=" <loghrofficer@gmail.com>, "=?ISO-8859-1?Q?logistics=40kranzme.com?=" <logistics@kranzme.com>, "=?ISO-8859-1?Q?lorcan.malone=40eds.com?=" <lorcan.malone@eds.com>, "=?ISO-8859-1?Q?ls.career=40cplmg.com?=" <ls.career@cplmg.com>, "=?ISO-8859-1?Q?lsh=40milcom.ae?=" <lsh@milcom.ae>, "=?ISO-8859-1?Q?luay59=40yahoo.com?=" <luay59@yahoo.com>, "=?ISO-8859-1?Q?ludivina=40osborne-engineering.ae?=" <ludivina@osborne-engineering.ae>, "=?ISO-8859-1?Q?lutfilaw=40emirates.net.ae?=" <lutfilaw@emirates.net.ae> Subject: Date: Thu, 16 May 2014 03:23:12 +0000 Also check this item on [http://major.io/2007/02/10/finding-compromised-mail-accounts-in-plesk/ finding compromised mail accounts in plesk] *{{color||2041-05-16}} - based on this item, changed the password for mjg@riverbendadvisors.com {{color||2014-04-10}} - Turned mail checking on again after seeing more rogue e-mail. {{color||2014-04-08}} - Checked <tt>/var/tmp/mail.send</tt> *Rogue e-mails were being sent by '''sendEmail.php''' on michaelgreis.com :*Program was intended to allow people to communicate with the campaign *Moved the php file up one level *Switched back to original sendmail {{color||2014-04-04}} - Implemented recommended approach Chat with GoDaddy server support 2014-04-01 *See [http://help.securepaynet.net/article/8537 this article] on Finding and Fixing Spam Abuse on Your Server. :*[http://kb.parallels.com/en/1711 This item] from the Parallels KB explains how to determine which domain is using rogue PHP scripts to send mail from your server. Change to temporary version of sendmail mv /var/qmail/bin/sendmail /var/qmail/bin/sendmail-qmail ln -s /var/qmail/bin/sendmail-wrapper /var/qmail/bin/sendmail Change back rm -f /var/qmail/bin/sendmail mv /var/qmail/bin/sendmail-qmail /var/qmail/bin/sendmail Examine the <tt>/var/tmp/mail.send</tt> file grep X-Additional /var/tmp/mail.send | grep `cat /etc/psa/psa.conf | grep HTTPD_VHOSTS_D | sed -e 's/HTTPD_VHOSTS_D//' ` == Rebuilding Mail Server configuration == *Plesk Parallels [http://kb.parallels.com/en/944 Knowledge Base item] Use '''mchk''' utility to repair/rebuild mail server configuration and restore settings for all mailboxes created in Parallels Plesk Panel. /usr/local/psa/admin/sbin/mchk OPTIONS: : --without-spam restore all settings except for SpamAssassin configuration : --with-spam restore all settings : --spam-only restore only SpamAssassin settings == qmail == === qmail configuration files === Life with qmail [http://www.lifewithqmail.org/lwq.html#config-files reference] for qmail configuration files Files are in <tt>/var/qmail/control</tt> === Commands and utilities === *Stop qmail /sbin/service qmail stop *Start qmail /sbin/service qmail start *Mail log tools :*qmail log is at '''/usr/local/psa/var/log/maillog''' :*'''{{tcolor|#0000dd|tail -n 100 -f /usr/local/psa/var/log/maillog}}''' - follow the mail log :*'''{{tcolor|#0000dd|/var/qmail/bin/qmail-qstat}}''' - View the number of messages currently in your outbound queue) :*'''{{tcolor|#0000dd|/var/qmail/bin/qmail-qread}}''' - List out all messages in your outbound queue :*<tt>'''find /var/qmail/queue -name XXXX | xargs cat | less'''</tt> - Read the entire contents of an email, including headers, where XXXX is the ~8 digit ID specified on the /var/qmail/bin/qmail-qread command === Other tools === {{color||2012-10-28}} - Applies to Nehoiden Magna *'''qmHandle''' installed in /usr/local/bin (web page in bookmarks) :*exits with an exception condition if message isn't in queue, but seems to work otherwise :*<tt>qmHandle -dNNNNNN</tt> - remove message number NNNNNN ::*NB: - can use the find string below to find the message numbers; there will be files named NNNNNN in several sub-directories (e.g. /info, /mess, /bounce) *'''qmail-remove''' - files in /usr/local/bin, but not installed *Script for removing messages from the queue: 1) Stop qmail. 2) for i in bounce info intd local mess remote todo; do find /var/qmail/queue/$i -type f -exec rm {} \; done 3) Restart qmail. === More qmail tips === *Mailboxes are in the directory <tt> /var/qmail/mailnames/domainname.com/username/Maildir</tt> :*subdirectory '''cur''' contains the IMAP in-box :*hidden directories - .(dot) directories like .foldername.subfolder - contain the e-mails that have been moved into folders :*'''.qmail''' hidden files in user's directory contain information about mailboxes and redirects. ::*'''Note:''' When mailboxes are migrated manually (as was done moving to Nehoiden Magna) redirects are preserved, but do not show up in Plesk. If an unwanted redirect exists, either remove the entry from the <tt>.qmail</tt> file or configure it using Plesk, then remove it using Plesk. *Certain default addresses are set in the <tt>/var/qmail/alias</tt> directory as .(dot) files :*For example, POSTMASTER is in <tt>/var/qmail/alias/.qmail-postmaster :*List is in [http://www.lifewithqmail.org/lwq.html Life with qmail], Section 2.8.4, "Create System Aliases" *All other configuration files are in <tt>/var/qmail/control</tt> :*List is in [http://www.lifewithqmail.org/lwq.html Life withq mail], Section 3.1, "Configuration Files" *Other useful configuration information can also be found in [http://www.lifewithqmail.org/lwq.html Life with qmail] *From qmail.org Frederik Vermeulen says: If you don't want a specific undeliverable mail to sit in the queue any longer, you can make it reach the queuelifetime by running touch -d '1 week ago' on its queue/info file. It will then be bounced after one more delivery attempt. === qmail references === *[http://qmail.org/top.html Qmail site] - lots of links *[http://www.lifewithqmail.org/lwq.html Life with qmail] - Good overview *[http://www.chrishardie.com/tech/qmail/qmail-antispam.html qmail anti-spam information] == Postfix == *[http://www.postfix.org/documentation.html Postfix documentation] *Web site of [http://www.seaglass.com/postfix/faq.html Postfix FAQ] *Configuration file for postfix: /etc/postfix/main.cf *Location of files in queue, other items /var/spool/postfix *To find a message in the queue cd to the /var/spool/postfix directory and use find -name ''MSGID'' === Commands === *Examine the mail queue mailq *Flush the postfix queue postfix -f *Delete a specific message /usr/sbin/postsuper -d mailID == Switching from qmail to postfix == {{color||2012-10-28}} - This applied to Nehoiden Magna server, as implemented in 2011. Unsure whether this changed with Plesk 11 as implemented in Nehoiden server. *See [http://kb.parallels.com/en/5801 this entry] in the Parallels knowledge base Rebuild mail settings after switch? /usr/local/psa/admin/sbin/mchk --with-spam Will this mess up the things I did to fix the bounce issues (below)? Switch from qmail to postfix: /usr/local/psa/admin/sbin/autoinstaller --select-release-current --install-component postfix Switch from postfix to qmail: /usr/local/psa/admin/sbin/autoinstaller --select-release-current --install-component qmail == Dealing with mail server problems == === Nehoiden.net running qmail === {{color||2014-03-19}} - e-mail accounts on the server cannot send mail sent to greisfamily.net, a locally defined domain whose e-mail is hosted elsewhere (GoDaddy). {{color||Fixed}} :*The domain greisfamily.net is in the nehoiden.net webspace. Mail service is switched on for nehoiden.net. Plesk configures the mail service to treat all domains associated with that webspace as local domains. :*As a result, qmail tried to delivery any mail sent to the greisfamily.net domain to a local user, rather than sending it out via SMTP according to the DNS mail records for greisfamily.net. '''Solution''' - Removed the greisfamily.net domain from the qmail configuration files that tell qmail which domains it should handle mail for: /var/qmail/control/rcpthosts /var/qmail/control/virtualdomains === Issues while running postfix === {{color||2012-05-11}} - Running into trouble with double-bounces again due to stuck amil (next item). Made configuration change as suggested by first item below. {{color||2011-12-02}} - Incoming mail error - Postfix SMTP server: errors from unknown[173.227.222.56] :*See [http://www.eukhost.com/forums/f15/postfix-error-plesk-queue-file-write-error-13219/ this posting] for a configuration change to make this mail deliverable and [http://mattiasgeniar.be/2011/08/02/postfix-in-plesk-out-451-4-3-0-error-queue-file-write-error/ this post] for other possible options ::*But it warns that it may break spam filtering - is there another option? ::*Alternately, change the configuration to clear the error, then change it back until a better solution is found :*Identified as Plesk 9.2.2 problem in [http://kb.parallels.com/en/6394 this Parallels forum post] :*Stuck mail is eventually discarded {{color||2011-11-21}} - Switch to postfix resulted in undelivered mail :*[[Infrastructure/Virtual Hosting/Mail Server/Live Chat 2011-11-21|Live Chat transcript]] (2nd of two - didn't keep first) :*Switched to postfix ~Thursday 11/17 :*Apparently solved problem with Thunderbird clients >3.1 timing out when sending mail to SMTP :*Found out Monday that mail was not being delivered :*Had not configured postfix to use the GoDaddy relay server '''s2smtpout.secureserver.net''' :*Created an entry in '''<tt>/var/...''' for the relay server :*No other live entries - are other entries needed/desirable? :*Monitor this configuration for a few days - decide whether to keep postfix {{color||2011-11-12}} - Switching between MTAs /usr/local/psa/admin/sbin/autoinstaller --select-release-current --install-component qmail :* Confirmed with GoDaddy LiveChat that the switching command is is the command to use. Am monitoring '''postfix''' implementation (now that it appears to be configured correctly) to ensure that it is working. If it is, will stay with it because it solves the problem with SMTP timeouts from Thunderbird clients past version 3.1 (and perhaps others). If not, should probably change back because '''qmail''' is standard on GoDaddy VDS implementation. Will be easier to get support through LiveChat if have problems with mail. (In past, with some agents have had to be firm in insisting that mail is a basic function of the VDS so they must troubleshoot standard configurations.) {{color||2011-08-16}} - Revert to Thunderbird 3.1 seems to solve problem :*Mozillazine post response indicates worked for another user :*Installed on Dumbledore, seemed to work :*Completely uninstalled 5.0 on T60, reinstalled 3.1, seems to work {{color||2011-08-09}} - Problem sending from Thunderbird persists. :*[[Infrastructure/Virtual Hosting/Mail Server/Live Chat 2011-08-09|Live Chat transcript]] 2011-08-09 ::*Seems to confirm that problem is in Thunderbird ::*But, problem does not seem to occur when Tbird account is set up to use a POP client for incoming e-mail ::*Why? {{color||2011-07-27}} - '''Problem:''' trouble sending mail from clients - server timeout :*Initially thought problem was new version of Thunderbird 5.0. ::*Tried to increase server timeout (didn't work) :*Checked mail server logs (see below) :*e-mail delivery from specific IP address was being repeatedly attempted ::*'''/relaylock''' component of '''qmail''' which scans incoming e-mail (and passes to Spam filter) couldn't find valid '''From:''' string in incoming e-mail ::*Took 10 - 20 or more seconds to complete; during that time, clients trying to send e-mail were timing out *Solution :*Implement '''iptables''' to block traffic (of all kinds) from specific addresses :*Note: GoDaddy chat support also suggested implementing Plesk firewall module ::*Found instructions on adding new modules to Plesk, but couldn't find location of uninstalled Plesk modules on system - see [[Infrastructure/Virtual Hosting/Problem Logs|Problem Logs]] ::*[http://download1.parallels.com/Plesk/PP10/10.0.1/Doc/en-US/online/plesk-administrator-guide/plesk-unix-firewall-module-guide/index.htm?fileName=51135.htm Link to Plesk 10.0 Administrators Guide]] on Parallels web site ::*[http://download1.parallels.com/Plesk/Plesk9.0/Doc/en-US/plesk-9.0-unix-firewall-module-guide.pdf Plesk Unis firewall guide] *Steps: /sbin/service iptables start Starts iptables service /sbin/service iptables status Shows stauts of iptables service /sbin/iptables -I INPUT -s '''ipaddr''' -j DROP Blocks all traffic from IP address '''ipaddr''' :*'''-I''' ''inserts'' rule at top - first read :*'''-A''' ''appends'' rule at end /sbin/iptables -L ''chain'' Shows all rules chains (shows all if no chain name specified) /sbin/service iptables save Save changes (otherwise will be lost on next restart) Links for iptables: :*[http://www.cyberciti.biz/faq/linux-iptables-drop/ Forum] with specific recommendation :*[http://nixcraft.com/getting-started-tutorials/1427-iptables-block-ip-address.html Another forum] with specific recommendation :*[http://wiki.centos.org/HowTos/Network/IPTables CentOS iptables tutorial] === qmail management on Nehoiden Magna === :*9/2/10 - While troubleshooting the same problem on the new NehoidenMagna server, I discovered that I had also changed some of the default addresses in <tt>/var/qmail/alias</tt> ::*These are in .(dot) files, so have to be found with <tt>ls -al</tt> and edited with <tt>vi ./.qmail-postmaster</tt> ::*Changed <tt>.qmail-postmaster</tt> from '''&mgreis@comcast.net''' (provided to Plesk at system setup) to '''#''' (to throw away messages) ::*Same for <tt>.qmail-anonymous</tt> ::*<tt>.qmail-root</tt> was changed from &mgreis@comcast.net to &mgreis@localhost on Nehoiden. Not sure if this is necessary to deal with Spam/bounce problem, or even desirable (it may keep mgreis@comcast.net from getting important notices, and there is no evidence that root is involved in any qmail bounce/forwarding). Left as is on NehoidenMagna ::*All the others were also set to <tt>&michael@localhost</tt> on Nehoiden. They are set to <tt>&mgreis@comcast.net</tt>, the system admin ID as provided to PLESK. Not sure if needed to deal with bounce/forwarding relay problem. :*See [http://www.lifewithqmail.org/lwq.html Life with qmail] Sections 3.5 "Aliases" and 4.1 ".qmail files" for more information 1/27/10 :*See last GoDaddy support message ::*They created a var/qmail/control/doublebounce file containing simply "#" which causes qmail to discard messages :*Researching the /dev/null option turned up a good resource - '''[http://www.lifewithqmail.org/lwq.html#throwing-messages-away Life with qmail]''' ::*which included the suggestion that simply entering "#" in any of the alias files will cause qmail to discard messages to that alias (/dev/null won't work because qmail thinks that the name of a mailbox) ::*also warns not to mess with the queue will qmail is running :*Problem now seems to be that failure notices for messages that can't be delivered are sent to postmaster@VDS-ip-addr, which is aliased to michael@localhost. That is also undeliverable and results in a long series of bounces back and forth. Have to find way to get rid of those messages. :*Also, these message move back an forth between the queue and the pre-process, so it's hard to delete them before they have moved again ::*Different alias - /dev/null? ::*qmail setting to stop them from being generated in the first place :*qmail-qstat, qmail-qread and qmHandle (below) help with assessing and clearing the queue ---- 09eeu98w0j37tzjb9nev9uxegyjhlv6 571 570 2024-05-24T04:54:33Z Michael 1 1 revision imported 570 wikitext text/x-wiki {{color||2016-10-25}} - Archive of material from previous versions (Parallels based). Includes detailed information on '''qmail''' and '''postfix'''. *Server [[Infrastructure/Nehoiden|Nehoiden]] running '''qmail''' :*{{color||2012-10-28}} - Server as provisioned running '''qmail''' *Server [[Infrastructure/Nehoiden Magna|Nehoiden Magna]] running '''postfix''' :*{{color||2011-12-02}} - Switched to '''postfix''' (see below) ::*Nehoiden Magna server implements '''qmail''' by default ::*Installation is customized by Plesk, so may need to search Plesk Parallels documentation and forums as well as qmail information ::*According to GoDaddy tech support, system uses [http://www.courier-mta.org/imap/ Courier/IMAP Server] along with qmail, so may want to check that as well. == Directories and Files == Under Plesk: *Mail log is at /usr/local/psa/var/log/maillog Mail server implements various spam filters and handlers *Files in /usr/local/psa/handlers === Potential rogue script sending spam === {{color||2014-05-15}} - Still receiving non-delivery notices every few days. Nothing in <tt>mail.send</tt> log other than notes from a blog requesting comment approval. Also check [http://kb.parallels.com/766 this Parallels thread] :*According to this thread, the lines: Received: (qmail 30270 invoked from network); 16 May 2014 10:23:24 -0400 Received: from 111-253-104-115.dynamic.hinet.net (HELO riverbendadvisors.com) (111.253.104.115) by ip-50-63-58-57.ip.secureserver.net with ESMTPA; 16 May 2014 10:23:23 -0400 :mean that the e-mail was accepted and delivered via SMTP, and that the sender is an authorized mail user. :That means that either ::*the mjg@riverbendadvisors.com password has been compromised, or ::*another ID has been compromised and the sender is masquerading as mjg. Example of e-mail header: x-originating-ip: 50.63.58.57 x_spam_cmae: v=2.0 cv=a+fuAzuF c=1 sm=1 p=bPOL46c0smMA:10 a=wsbJdePFsx2ELqV/kBBWzQ==:17 a=Chd8i2xUaZEA:10 a=Nd34Vv-WAAAA:8 a=XA5k0IdSAAAA:8 a=8AzfLUIrmgJDoY0Eo-sA:9 a=wPNLvfGTeEIA:10 a=l05Ur06WOJ8A:10 a=s3ETyEAxjoYA:10 a=PPQ9a-nfkxQA:10 a=GbOCWwxrOa8u9TYbvWAA:9 a=_W_S_7VecoQA:10 a=UF909vspFEgA:10 a=UBz-Jv_xNXcA:10 a=wsbJdePFsx2ELqV/kBBWzQ==:117 Received: (qmail 30270 invoked from network); 16 May 2014 10:23:24 -0400 Received: from 111-253-104-115.dynamic.hinet.net (HELO riverbendadvisors.com) (111.253.104.115) by ip-50-63-58-57.ip.secureserver.net with ESMTPA; 16 May 2014 10:23:23 -0400 Message-ID: <5af3eadef29e$1d0c5609$802e3ce0$@riverbendadvisors.com> From: Rahamathulla Khan <mjg@riverbendadvisors.com> To: "=?ISO-8859-1?Q?lebrilliante=40hotmail.com?=" <lebrilliante@hotmail.com>, "=?ISO-8859-1?Q?legajobs=40yahoo.com?=" <legajobs@yahoo.com>, "=?ISO-8859-1?Q?leovie.manuel=40wspgroup.ae?=" <leovie.manuel@wspgroup.ae>, "=?ISO-8859-1?Q?leslie=40outreachuae.com?=" <leslie@outreachuae.com>, "=?ISO-8859-1?Q?lesmer=40sify.com?=" <lesmer@sify.com>, "=?ISO-8859-1?Q?lhet=40sigsme.com?=" <lhet@sigsme.com>, "=?ISO-8859-1?Q?linda=40ascentbc.net?=" <linda@ascentbc.net>, "=?ISO-8859-1?Q?lisa.oxford=40midubai.ae?=" <lisa.oxford@midubai.ae>, "=?ISO-8859-1?Q?liza=5Fvanderwalt=40symantec.com?=" <liza_vanderwalt@symantec.com>, "=?ISO-8859-1?Q?llsvacancies=40gmail.com?=" <llsvacancies@gmail.com>, "=?ISO-8859-1?Q?logcv=40gulfjobseekers.com?=" <logcv@gulfjobseekers.com>, "=?ISO-8859-1?Q?loghrofficer=40gmail.com?=" <loghrofficer@gmail.com>, "=?ISO-8859-1?Q?logistics=40kranzme.com?=" <logistics@kranzme.com>, "=?ISO-8859-1?Q?lorcan.malone=40eds.com?=" <lorcan.malone@eds.com>, "=?ISO-8859-1?Q?ls.career=40cplmg.com?=" <ls.career@cplmg.com>, "=?ISO-8859-1?Q?lsh=40milcom.ae?=" <lsh@milcom.ae>, "=?ISO-8859-1?Q?luay59=40yahoo.com?=" <luay59@yahoo.com>, "=?ISO-8859-1?Q?ludivina=40osborne-engineering.ae?=" <ludivina@osborne-engineering.ae>, "=?ISO-8859-1?Q?lutfilaw=40emirates.net.ae?=" <lutfilaw@emirates.net.ae> Subject: Date: Thu, 16 May 2014 03:23:12 +0000 Also check this item on [http://major.io/2007/02/10/finding-compromised-mail-accounts-in-plesk/ finding compromised mail accounts in plesk] *{{color||2041-05-16}} - based on this item, changed the password for mjg@riverbendadvisors.com {{color||2014-04-10}} - Turned mail checking on again after seeing more rogue e-mail. {{color||2014-04-08}} - Checked <tt>/var/tmp/mail.send</tt> *Rogue e-mails were being sent by '''sendEmail.php''' on michaelgreis.com :*Program was intended to allow people to communicate with the campaign *Moved the php file up one level *Switched back to original sendmail {{color||2014-04-04}} - Implemented recommended approach Chat with GoDaddy server support 2014-04-01 *See [http://help.securepaynet.net/article/8537 this article] on Finding and Fixing Spam Abuse on Your Server. :*[http://kb.parallels.com/en/1711 This item] from the Parallels KB explains how to determine which domain is using rogue PHP scripts to send mail from your server. Change to temporary version of sendmail mv /var/qmail/bin/sendmail /var/qmail/bin/sendmail-qmail ln -s /var/qmail/bin/sendmail-wrapper /var/qmail/bin/sendmail Change back rm -f /var/qmail/bin/sendmail mv /var/qmail/bin/sendmail-qmail /var/qmail/bin/sendmail Examine the <tt>/var/tmp/mail.send</tt> file grep X-Additional /var/tmp/mail.send | grep `cat /etc/psa/psa.conf | grep HTTPD_VHOSTS_D | sed -e 's/HTTPD_VHOSTS_D//' ` == Rebuilding Mail Server configuration == *Plesk Parallels [http://kb.parallels.com/en/944 Knowledge Base item] Use '''mchk''' utility to repair/rebuild mail server configuration and restore settings for all mailboxes created in Parallels Plesk Panel. /usr/local/psa/admin/sbin/mchk OPTIONS: : --without-spam restore all settings except for SpamAssassin configuration : --with-spam restore all settings : --spam-only restore only SpamAssassin settings == qmail == === qmail configuration files === Life with qmail [http://www.lifewithqmail.org/lwq.html#config-files reference] for qmail configuration files Files are in <tt>/var/qmail/control</tt> === Commands and utilities === *Stop qmail /sbin/service qmail stop *Start qmail /sbin/service qmail start *Mail log tools :*qmail log is at '''/usr/local/psa/var/log/maillog''' :*'''{{tcolor|#0000dd|tail -n 100 -f /usr/local/psa/var/log/maillog}}''' - follow the mail log :*'''{{tcolor|#0000dd|/var/qmail/bin/qmail-qstat}}''' - View the number of messages currently in your outbound queue) :*'''{{tcolor|#0000dd|/var/qmail/bin/qmail-qread}}''' - List out all messages in your outbound queue :*<tt>'''find /var/qmail/queue -name XXXX | xargs cat | less'''</tt> - Read the entire contents of an email, including headers, where XXXX is the ~8 digit ID specified on the /var/qmail/bin/qmail-qread command === Other tools === {{color||2012-10-28}} - Applies to Nehoiden Magna *'''qmHandle''' installed in /usr/local/bin (web page in bookmarks) :*exits with an exception condition if message isn't in queue, but seems to work otherwise :*<tt>qmHandle -dNNNNNN</tt> - remove message number NNNNNN ::*NB: - can use the find string below to find the message numbers; there will be files named NNNNNN in several sub-directories (e.g. /info, /mess, /bounce) *'''qmail-remove''' - files in /usr/local/bin, but not installed *Script for removing messages from the queue: 1) Stop qmail. 2) for i in bounce info intd local mess remote todo; do find /var/qmail/queue/$i -type f -exec rm {} \; done 3) Restart qmail. === More qmail tips === *Mailboxes are in the directory <tt> /var/qmail/mailnames/domainname.com/username/Maildir</tt> :*subdirectory '''cur''' contains the IMAP in-box :*hidden directories - .(dot) directories like .foldername.subfolder - contain the e-mails that have been moved into folders :*'''.qmail''' hidden files in user's directory contain information about mailboxes and redirects. ::*'''Note:''' When mailboxes are migrated manually (as was done moving to Nehoiden Magna) redirects are preserved, but do not show up in Plesk. If an unwanted redirect exists, either remove the entry from the <tt>.qmail</tt> file or configure it using Plesk, then remove it using Plesk. *Certain default addresses are set in the <tt>/var/qmail/alias</tt> directory as .(dot) files :*For example, POSTMASTER is in <tt>/var/qmail/alias/.qmail-postmaster :*List is in [http://www.lifewithqmail.org/lwq.html Life with qmail], Section 2.8.4, "Create System Aliases" *All other configuration files are in <tt>/var/qmail/control</tt> :*List is in [http://www.lifewithqmail.org/lwq.html Life withq mail], Section 3.1, "Configuration Files" *Other useful configuration information can also be found in [http://www.lifewithqmail.org/lwq.html Life with qmail] *From qmail.org Frederik Vermeulen says: If you don't want a specific undeliverable mail to sit in the queue any longer, you can make it reach the queuelifetime by running touch -d '1 week ago' on its queue/info file. It will then be bounced after one more delivery attempt. === qmail references === *[http://qmail.org/top.html Qmail site] - lots of links *[http://www.lifewithqmail.org/lwq.html Life with qmail] - Good overview *[http://www.chrishardie.com/tech/qmail/qmail-antispam.html qmail anti-spam information] == Postfix == *[http://www.postfix.org/documentation.html Postfix documentation] *Web site of [http://www.seaglass.com/postfix/faq.html Postfix FAQ] *Configuration file for postfix: /etc/postfix/main.cf *Location of files in queue, other items /var/spool/postfix *To find a message in the queue cd to the /var/spool/postfix directory and use find -name ''MSGID'' === Commands === *Examine the mail queue mailq *Flush the postfix queue postfix -f *Delete a specific message /usr/sbin/postsuper -d mailID == Switching from qmail to postfix == {{color||2012-10-28}} - This applied to Nehoiden Magna server, as implemented in 2011. Unsure whether this changed with Plesk 11 as implemented in Nehoiden server. *See [http://kb.parallels.com/en/5801 this entry] in the Parallels knowledge base Rebuild mail settings after switch? /usr/local/psa/admin/sbin/mchk --with-spam Will this mess up the things I did to fix the bounce issues (below)? Switch from qmail to postfix: /usr/local/psa/admin/sbin/autoinstaller --select-release-current --install-component postfix Switch from postfix to qmail: /usr/local/psa/admin/sbin/autoinstaller --select-release-current --install-component qmail == Dealing with mail server problems == === Nehoiden.net running qmail === {{color||2014-03-19}} - e-mail accounts on the server cannot send mail sent to greisfamily.net, a locally defined domain whose e-mail is hosted elsewhere (GoDaddy). {{color||Fixed}} :*The domain greisfamily.net is in the nehoiden.net webspace. Mail service is switched on for nehoiden.net. Plesk configures the mail service to treat all domains associated with that webspace as local domains. :*As a result, qmail tried to delivery any mail sent to the greisfamily.net domain to a local user, rather than sending it out via SMTP according to the DNS mail records for greisfamily.net. '''Solution''' - Removed the greisfamily.net domain from the qmail configuration files that tell qmail which domains it should handle mail for: /var/qmail/control/rcpthosts /var/qmail/control/virtualdomains === Issues while running postfix === {{color||2012-05-11}} - Running into trouble with double-bounces again due to stuck amil (next item). Made configuration change as suggested by first item below. {{color||2011-12-02}} - Incoming mail error - Postfix SMTP server: errors from unknown[173.227.222.56] :*See [http://www.eukhost.com/forums/f15/postfix-error-plesk-queue-file-write-error-13219/ this posting] for a configuration change to make this mail deliverable and [http://mattiasgeniar.be/2011/08/02/postfix-in-plesk-out-451-4-3-0-error-queue-file-write-error/ this post] for other possible options ::*But it warns that it may break spam filtering - is there another option? ::*Alternately, change the configuration to clear the error, then change it back until a better solution is found :*Identified as Plesk 9.2.2 problem in [http://kb.parallels.com/en/6394 this Parallels forum post] :*Stuck mail is eventually discarded {{color||2011-11-21}} - Switch to postfix resulted in undelivered mail :*[[Infrastructure/Virtual Hosting/Mail Server/Live Chat 2011-11-21|Live Chat transcript]] (2nd of two - didn't keep first) :*Switched to postfix ~Thursday 11/17 :*Apparently solved problem with Thunderbird clients >3.1 timing out when sending mail to SMTP :*Found out Monday that mail was not being delivered :*Had not configured postfix to use the GoDaddy relay server '''s2smtpout.secureserver.net''' :*Created an entry in '''<tt>/var/...''' for the relay server :*No other live entries - are other entries needed/desirable? :*Monitor this configuration for a few days - decide whether to keep postfix {{color||2011-11-12}} - Switching between MTAs /usr/local/psa/admin/sbin/autoinstaller --select-release-current --install-component qmail :* Confirmed with GoDaddy LiveChat that the switching command is is the command to use. Am monitoring '''postfix''' implementation (now that it appears to be configured correctly) to ensure that it is working. If it is, will stay with it because it solves the problem with SMTP timeouts from Thunderbird clients past version 3.1 (and perhaps others). If not, should probably change back because '''qmail''' is standard on GoDaddy VDS implementation. Will be easier to get support through LiveChat if have problems with mail. (In past, with some agents have had to be firm in insisting that mail is a basic function of the VDS so they must troubleshoot standard configurations.) {{color||2011-08-16}} - Revert to Thunderbird 3.1 seems to solve problem :*Mozillazine post response indicates worked for another user :*Installed on Dumbledore, seemed to work :*Completely uninstalled 5.0 on T60, reinstalled 3.1, seems to work {{color||2011-08-09}} - Problem sending from Thunderbird persists. :*[[Infrastructure/Virtual Hosting/Mail Server/Live Chat 2011-08-09|Live Chat transcript]] 2011-08-09 ::*Seems to confirm that problem is in Thunderbird ::*But, problem does not seem to occur when Tbird account is set up to use a POP client for incoming e-mail ::*Why? {{color||2011-07-27}} - '''Problem:''' trouble sending mail from clients - server timeout :*Initially thought problem was new version of Thunderbird 5.0. ::*Tried to increase server timeout (didn't work) :*Checked mail server logs (see below) :*e-mail delivery from specific IP address was being repeatedly attempted ::*'''/relaylock''' component of '''qmail''' which scans incoming e-mail (and passes to Spam filter) couldn't find valid '''From:''' string in incoming e-mail ::*Took 10 - 20 or more seconds to complete; during that time, clients trying to send e-mail were timing out *Solution :*Implement '''iptables''' to block traffic (of all kinds) from specific addresses :*Note: GoDaddy chat support also suggested implementing Plesk firewall module ::*Found instructions on adding new modules to Plesk, but couldn't find location of uninstalled Plesk modules on system - see [[Infrastructure/Virtual Hosting/Problem Logs|Problem Logs]] ::*[http://download1.parallels.com/Plesk/PP10/10.0.1/Doc/en-US/online/plesk-administrator-guide/plesk-unix-firewall-module-guide/index.htm?fileName=51135.htm Link to Plesk 10.0 Administrators Guide]] on Parallels web site ::*[http://download1.parallels.com/Plesk/Plesk9.0/Doc/en-US/plesk-9.0-unix-firewall-module-guide.pdf Plesk Unis firewall guide] *Steps: /sbin/service iptables start Starts iptables service /sbin/service iptables status Shows stauts of iptables service /sbin/iptables -I INPUT -s '''ipaddr''' -j DROP Blocks all traffic from IP address '''ipaddr''' :*'''-I''' ''inserts'' rule at top - first read :*'''-A''' ''appends'' rule at end /sbin/iptables -L ''chain'' Shows all rules chains (shows all if no chain name specified) /sbin/service iptables save Save changes (otherwise will be lost on next restart) Links for iptables: :*[http://www.cyberciti.biz/faq/linux-iptables-drop/ Forum] with specific recommendation :*[http://nixcraft.com/getting-started-tutorials/1427-iptables-block-ip-address.html Another forum] with specific recommendation :*[http://wiki.centos.org/HowTos/Network/IPTables CentOS iptables tutorial] === qmail management on Nehoiden Magna === :*9/2/10 - While troubleshooting the same problem on the new NehoidenMagna server, I discovered that I had also changed some of the default addresses in <tt>/var/qmail/alias</tt> ::*These are in .(dot) files, so have to be found with <tt>ls -al</tt> and edited with <tt>vi ./.qmail-postmaster</tt> ::*Changed <tt>.qmail-postmaster</tt> from '''&mgreis@comcast.net''' (provided to Plesk at system setup) to '''#''' (to throw away messages) ::*Same for <tt>.qmail-anonymous</tt> ::*<tt>.qmail-root</tt> was changed from &mgreis@comcast.net to &mgreis@localhost on Nehoiden. Not sure if this is necessary to deal with Spam/bounce problem, or even desirable (it may keep mgreis@comcast.net from getting important notices, and there is no evidence that root is involved in any qmail bounce/forwarding). Left as is on NehoidenMagna ::*All the others were also set to <tt>&michael@localhost</tt> on Nehoiden. They are set to <tt>&mgreis@comcast.net</tt>, the system admin ID as provided to PLESK. Not sure if needed to deal with bounce/forwarding relay problem. :*See [http://www.lifewithqmail.org/lwq.html Life with qmail] Sections 3.5 "Aliases" and 4.1 ".qmail files" for more information 1/27/10 :*See last GoDaddy support message ::*They created a var/qmail/control/doublebounce file containing simply "#" which causes qmail to discard messages :*Researching the /dev/null option turned up a good resource - '''[http://www.lifewithqmail.org/lwq.html#throwing-messages-away Life with qmail]''' ::*which included the suggestion that simply entering "#" in any of the alias files will cause qmail to discard messages to that alias (/dev/null won't work because qmail thinks that the name of a mailbox) ::*also warns not to mess with the queue will qmail is running :*Problem now seems to be that failure notices for messages that can't be delivered are sent to postmaster@VDS-ip-addr, which is aliased to michael@localhost. That is also undeliverable and results in a long series of bounces back and forth. Have to find way to get rid of those messages. :*Also, these message move back an forth between the queue and the pre-process, so it's hard to delete them before they have moved again ::*Different alias - /dev/null? ::*qmail setting to stop them from being generated in the first place :*qmail-qstat, qmail-qread and qmHandle (below) help with assessing and clearing the queue ---- 09eeu98w0j37tzjb9nev9uxegyjhlv6 0 302 572 2022-09-10T17:23:50Z Greis>Michael 0 Michael moved page [[Infrastructure/Virtual Hosting/Archive/Operations]] to [[Archive/Infrastructure/Virtual Hosting/Operations]] without leaving a redirect: Archiving 572 wikitext text/x-wiki Operations archive - track and record issues with previous Virtual Private Servers *See [[Infrastructure/Virtual_Hosting/Operations|Operations]] page for current tracking == 2019 == === 2019-05 500 Internal Server Error === {{hct|Resolved: 2019-06?}} - Problem did not recur after changes. *Review [[Infrastructure/Nehoiden_Magna_cPanel|error logs]] to find source of error :*Misconfiguration :*PHP memory and storage overruns *See [https://forums.cpanel.net/resources/troubleshooting-high-server-loads-on-linux-servers.379/ this article] on troubleshooting high server loads :*Explains use of '''sar''' (historical resource usage) as well as tools to examine current resource usage *Two common sources of PHP memory issues ([https://haydenjames.io/understanding-php-memory_limit/ see this article on PHP memory limits]) :*to a script using more memory than allowed (PHP memory limit too '''low''') :*too many PHP scripts combined with a PHP memory limit that is too '''high''' *My first effort to fix the 500 errors that appeared to be caused by running out of memory '''increased''' the PHP memory limits on all the servers. *Research whether/how can reduce PHP tasks? :*Note: Reducing PHP concurrent tasks could reduce response time. ==== 2019-05-10 ==== Errors in {{hct|/var/log/messages}} *May 8 08:20:38 nehoiden kernel: [7266834.751613] Out of memory in UB 25303: OOM killed pro cess 1092 (java) score 0 vm:5240124kB, rss:239020kB, swap:0kB *'''OOM''' - This is Oom(Out of memory) killer. When your system runs out of memory, the linux kernel kills processes to free memory. An heuristic determines which process is the best candidate to get memory freed without damaging the system (typically, root owned processes are not best candidates). === 2019-05 Failure to connect to WHM and cPanel === {{hct|2019-05-10}} - Second time in several weeks, unable to log in to WHM or cPanel *Previous occurrence was when dealing with memory issues - *Fixed by reboot *GoDaddy tech recommended reboot for this occurence [https://help.blacknight.com/hc/en-us/articles/212525969-Cannot-login-to-WHM-cPanel-SSH-with-the-root-login-cPHulk This article] suggests that a brute force attack against the root login for SSH / WHM would cause '''cPHulk''', which is protecting against brute force attacks, to block you as well . *Includes suggested fixes :*add your IP address to whitelist *This may not be the problem :*CPhulkd logs don't indicate any block today ::*{{mm|/usr/local/cpanel/logs/cphulkd.log}} ::*{{mm|/usr/local/cpanel/logs/cphulkd_errors.log}} *From [https://help.crucial.com.au/hc/en-gb/articles/204027710-What-is-CPHulk-and-why-is-it-blocking-me-from-my-server- another source] (may be specific to their implementation) - remove block on your IP address in the CPhulk MySQL database MySQL: :use cphulkd; :SELECT * FROM brutes WHERE `IP`=’xxx.xxx.xxx.xxx’; :DELETE FROM brutes WHERE `IP`=’xxx.xxx.xxx.xxx’; :exit; :*This does not work - tables cphulkd.brutes does not exist == 2017 == === 2017-07 Malware sends spam e-mail from a domain === :'''Status''':{{hc|Workaround in place}} :'''Severity''':{{hc|High}} Two occurrences: *{{hct|2017-07-10}}? - on moehandel.com *{{hct|2017-08-28}} - on needhamyes.com Update: *{{hct|2018-02-10}} - removed and recreated moehandel.com ==== Problem description ==== *Malware infects a domain causing large amounts of bogus (spam) e-mail to be relayed by the default domain userid through the GoDaddy relay server. *The GoDaddy VDS quickly reaches its daily relay limit, shutting down outbound e-mail from all domains :*[https://myservers.godaddy.com/25303 Log in to the VDS] and click on ''Stats and Usage'' to see daily SMTP relay totals ==== Resolution ==== *None yet *Workaround in place: :*In both cases, had to suspend the account on '''whm''' (taking the domain offline) to solve the problem :*Acceptable only because neither is currently actively used, but not long-term resolution ::*Further use of the domain will require finding and removing the malware and/or recreating the domain software environment. ::*Not a workable solution should the problem appear on a production domain (e.g. RBA, GNC) ==== Notes ==== *cPanel - [https://forums.cpanel.net/threads/how-do-i-block-one-domain-from-sending-email-from-my-server.223731/ Block a domain from sending mail] *[https://documentation.cpanel.net/display/CKB/How+to+Prevent+Email+Abuse#HowtoPreventEmailAbuse-TweakSettings Tweak WHM settings] to reduce the number of e-mails domains can send *View relayers in WHM - {{hct|ff=monospace|color=#222222|( Home -> e-mail -> Relayers )}} :*Locate offending domain :*See and delete queued e-mails <u>'''Find and eliminate the malware code'''</u> *Each attack is different *Pointers include: :*Recently dated files or directories with changed dates provides clues to problem files :*Files with universal permissions (''rwxrwxrwx'') *For WordPress, compare to files in uninfected domain *If find encoded PHP in a file :*Use [https://malwaredecoder.com/ malwaredecoder] from Quttera to decode interpolated PHP :*Decoded text points to location of malware executable <u>'''Find a way to disable e-mail/relays from the default domain ID using WHM'''</u> *In both cases so far, the mail has been relayed from the default domain ID. :*If other e-mail IDs were used, could simply delete them :*Have not been able to change, restrict or bypass this ID :*The default domain ID is automatically included during the WHM domain setup. Can't be eliminated, can't find a way restrict it. *This would be most appropriate and effective solution. Without access to the default e-mail ID, these attacks couldn't relay mail. *This is a '''whm''' issue <u>'''GoDaddy e-mail malware removal service'''</u> *Cost: $150 *GoDaddy will go through the code on your domain to find and eliminate the malware. *Requires 72 hours to complete <u>'''Keep WordPress (and other packages) up to date'''</u> *{{hct|2017-08-28}} - needhamyes.com was running WordPress 4.6 when it was infected :*GoDaddy tech indicated that there was a severe security problem in 4.6 that is now resolved (4.8 and beyond) <u>'''Find and eliminate access being used to insert files on server'''</u> *See [http://www.webhostingtalk.com/showthread.php?t=1642283 this thread] for ideas *All passwords - including FTP - should be changed using WHM before/when any suspended sites are reactivated. == 2011 == === 2011-11-21 - Outgoing Mail Problem === Thank you for contacting Live Chat support for Virtual and Dedicated Servers. This is William. May I start with your name and the issue which you are currently experiencing? michael: My last chat session ended before i could confirm information I received. michael: Name is Michael Greis. I was troubleshooting a problem with outgoing mail. William H. - Server Concierge: ok michael: I had just updated my relay host configuration for postfix (I had neglected to update the configuration when I switched the MTA late las week). I am trying to determine if it is now working properly or whether I need to switch back. michael: I am getting a timeout message from the relay host: michael: Nov 21 15:13:22 ip-97-74-74-128 postfix/smtp[26604]: 9F80511E2D65: to=<sloren63@msn.com>, relay=s2smtpout.secureserver.net[208.109.80.210]:25, delay=3149, delays=2839/0.17/310/0, dsn=4.4.2, status=deferred (conversation with s2smtpout.secureserver.net[208.109.80.210] timed out while receiving the initial server greeting) michael: The agent I was talking to indicated that this is common when there are many requests to the relay host. michael: My system appears to be catching up on the mail that hadn't been sent out, so I need to determine if this message is expected (given the system is sending backlogged mail) or if there is another problem. William H. - Server Concierge: Ok, so they are goin gout as the relay server frees up, that is normal michael: Is there a way to check what is still to be processed? michael: One reason for these question is that I received several "mail rejected" notices last week BEFORE I changed the MTA, so I am concerned that there might be other problems that have nothing to do with the MTA switch. William H. - Server Concierge: Just checking your mail queue is the only resource William H. - Server Concierge: THe only other suggestion is to change to a different relay server 'dedrelay.secureserver.net' this is a load balanced server michael: I just received a failure message for a note I sent last Wednesday, BEFORE I switched the MTA. michael: That's what' michael: is concerning me... William H. - Server Concierge: So, it was likely in queue michael: Yes, but then why was it rejected? William H. - Server Concierge: What does the bounce back indicate, it is usually verbose michael: The net of the message seems to be this: The mail system <Laurence.Grosbaum@twinfocuscapital.com>: conversation with s2smtpout.secureserver.net[208.109.80.210] timed out while receiving the initial server greeting michael: And I'm seeing a lot of these: Nov 21 15:30:07 ip-97-74-74-128 postfix/smtp[27778]: BBFDC11E2C86: to=<admin@mg-style.net>, relay=s2smtpout.secureserver.net[208.109.80.210]:25, delay=310, delays=0.02/0/310/0, dsn=4.4.2, status=deferred (conversation with s2smtpout.secureserver.net[208.109.80.210] timed out while receiving the initial server greeting) William H. - Server Concierge: So, it was a timeout connecting to relay server message. William H. - Server Concierge: TO be on the safe side you may want to update to the other server I mentioned and there should no longer be any timeouts michael: OK, I can try that. Should I also go back to my maillog to check whether I was receiving those before I switched MTA's? Or is this likely a symptom of the fact that there were a lot of queued mail messages? William H. - Server Concierge: Honestly I believe it was because of the queue michael: OK, can you give me a second? I'll shut down postfix, switch the servers and restart. michael: I just want to be sure things are working William H. - Server Concierge: Yes michael: OK, it's back up. Now let me see what it does with the mail William H. - Server Concierge: ok michael: Doesn't like the dedrelay.secureserver.net...I get this message: michael: Nov 21 15:47:23 ip-97-74-74-128 postfix/smtp[28059]: D7C2A11E2C07: to=<mjgreis@gmail.com>, relay=none, delay=22, delays=2.4/0.01/20/0, dsn=4.4.3, status=deferred (Host or domain name not found. Name service error for name=dedrelay.secureserver.net type=MX: Host not found, try again) William H. - Server Concierge: Hmm, let me check William H. - Server Concierge: Apparently there is additional configuration needed now to use dedrelay.secureserver.net, perhaps for the time being change back to the S2 mail server michael: OK...is there a ref I can look at for the configuration? In the meantime, let me switch back and see what happens. William H. - Server Concierge: Ok, no we do not have any documentation. It is actually with the resolvers set for your server michael: So I can't use it? michael: Is the outbound queue in the same place for both MTA's? I just want to be sure that all the stacked up mail is now processed - I typically use /var/qmail/bin/qmail-qread to check. William H. - Server Concierge: You are using Postfix so I believe it would be different William H. - Server Concierge: Try simply mailq michael: OK - that worked. Now I've got 13 messages there....including most of the ones that reported failures of one type or another before. William H. - Server Concierge: Ok michael: So those will never go anywhere? William H. - Server Concierge: If they are errored out no michael: So this would qualify as "errored out" (the one we did while trying to set up dedrelay.....D7C2A11E2C07 8356 Mon Nov 21 15:47:00 mjg@riverbendadvisors.com (Host or domain name not found. Name service error for name=dedrelay.secureserver.net type=MX: Host not found, try again) mjgreis@gmail.com michael: I'll look into the Postfix documentation. I would have stayed away from all this if I could. William H. - Server Concierge: Yes, it has errored and will not go out michael: OK. I guess things are working. I'll monitor this for a few days. If the mail continues to go out smoothly, I'll stick with Postfix. Otherwise, I should probably go back to qmail. Am I correct that, if I have mail problems, I'm better off with the "standard" qmail if I need to seek help through Chat? michael: I want to make this as easy as possible - mail is a built-in component of the VDS, so I try to stay away from messing with it. William H. - Server Concierge: Yes, as this is the original configuration William H. - Server Concierge: Yes, mail can be touchy michael: Amen to that. I really appreciate your help. I assume I should use the .... /usr/local/psa/admin/sbin/autoinstaller --select-release-current --install-component qmail command to switch back? Or is there a preferred alternative? William H. - Server Concierge: No, that should be fine to switch back if desired michael: Great. Thanks. Are you aware of any particularly good sources of info on working with Postfix? (I'm looking through the postfix site now, just thought I'd ask)? William H. - Server Concierge: Sorry we are unable to advise of sites other than the official Postfix.org. A search engine is always a great resource. michael: No problem. I understand. I'll give this a few days and research postfix as needed. If it proves to be problematic, I'll switch back. Thank you again for your help with this it is much appreciated. William H. - Server Concierge: Your welcome Michael William H. - Server Concierge: Thanks again for using Live Chat; have a great day. William H. - Server Concierge: You may close this chat window now William H. - Server Concierge: Currently the conversation has been idle for over 2 minutes. If you wish to continue this session, please respond within the next two minutes, otherwise this session will be closed. You may restart the Live Chat session at any time within your Hosting Manager. Thank you for using Live Chat. You may now close this window. Your session has ended. You may now close this window. === 2011-08-09 - Mail Server SMTP === Chat Transcript You are currently at position number 1 in the queue. Thank you for your patience. An agent will be with you in a moment. Thank you for your patience. You have been connected to Jeff J. - Server Concierge. Jeff J. - Server Concierge: Please note: All Live Chat sessions are logged and may be monitored for security and quality assurance purposes. **Please Note: We request that you do not send passwords or credit card details over chat. Thank you for contacting Live Chat support for Virtual and Dedicated Servers. This is Jeff. How can I help you? michael: Hi. I am having a problem with the SMTP server, Qmail, installed on my LINUX virtual distributed server. The problem began early in July. I have been chasing it ever since and am unable to resolve it. (I'm wondering whether there was a PLESK upgrade at that time that might have precipitated the problem). More..... michael: Thunderbird is in use as an e-mail client for many of the domains on my VDS. Since early July, I have been experiencing SMTP server timeouts when trying to send mail through the SMTP server from Thunderbird. (More....) michael: I believe it is something between the two, because I seem to be able to send mail reliably from at least one other client (iPhone), but don't have others to check. michael: I also note that Thunderbird is able to communicate successfully with an SMTP server not on my VDS (a commercial ISP). michael: I need some help, because I can't find what might be wrong. michael: I did not previously have this problem, and didn't make any changes to the VDS myself, so it seems that something precipitated the problem. Jeff J. - Server Concierge: What are you using as your incoming and outgoing mailserver? Jeff J. - Server Concierge: Currently the conversation has been idle for over 3 minutes. If you wish to continue this session, please respond within the next two minutes, otherwise this session will be closed. You may restart the Live Chat session at any time within your Hosting Manager. michael: Qmail michael: the default as installed on the VCS Jeff J. - Server Concierge: No in Thunderbird. michael: mail.riverbendadvisors.com is one, mail.greenneedham.org is another. I've tried various combinations of SSL/non-SSL, etc. in the settings michael: I believe I've tried both ports 465 and 587, SSL/TLS and STARTTLS, normal & encrypted PW's. Jeff J. - Server Concierge: The incoming port should be 110 and the outgoing port should be 25. No SSL or TLS but your outgoing server does require authentication. You will use the same settings as incoming which is your full email address and the password for that email address. michael: OK, I don't think I've tried the standard ports. I know I'm set up for authentication & full e-mail addresses. michael: Let me try that right now on one of them. michael: I'm getting the same failure message (SMTP timeout) with the following settings in Thunderbird: Port 25, username mgreis@greenneedham.org, authentication method NORMAL PASSWORD, connection security SSL/TLS Jeff J. - Server Concierge: You will need to disable SSL/TLS michael: Trying that now....so I want connection security: NONE and authentication: Password, transmitted insecurely? michael: Here's the message from Tbird, btw...Sending of message failed. The message could not be sent because the connection to SMTP server mail.greenneedham.org timed out. Try again or contact your network administrator. Jeff J. - Server Concierge: Does your ISP block port 25? michael: Outbound from me? I don't think so, but I'm not certain. Jeff J. - Server Concierge: You can test this by running the following command through your command prompt: Jeff J. - Server Concierge: telnet mail.greenneedham.org 25 michael: Remember, this has been working fine until recently. michael: OK...let me do that... michael: It connects: Trying 97.74.74.128... Connected to mail.greenneedham.org. Escape character is '^]'. 220 ip-97-74-74-128.ip.secureserver.net ESMTP michael: And I do get messages to go through - just not very often and after several tries....not exactly productive... michael: And, of course, the Qmail SMTP server handles all the other requests it gets (incoming mail from other systems).... Jeff J. - Server Concierge: Can I have your permission to access your server? michael: Of course! michael: Here, by the way, is what I see in the qmail mail log when I connect (successfully) from an iPhone: Aug 9 16:24:41 ip-97-74-74-128 smtp_auth: SMTP connect from (null)@c-24-60-166-132.hsd1.ma.comcast.net [24.60.166.132] Aug 9 16:24:41 ip-97-74-74-128 smtp_auth: smtp_auth: SMTP user mgreis@greenneedham.org : logged in from (null)@c-24-60-166-132.hsd1.ma.comcast.net [24.60.166.132] .............that comes up right away. I never see that message when unsuccessfully sending from Tbird. michael: It then goes on to do all the SPAM checking and sends the mail. Jeff J. - Server Concierge: I just setup a test account and used this account to send and receive a test message. I did not have any issues connecting to your mail server. michael: How long/big was the message? I just tried forwarding a longer note from my iPhone and that failed the same way (all the test notes I had sent previously were short). Jeff J. - Server Concierge: It was a short "test" message michael: Hmmm....one of the longer messages I just sent from the iPhone seems to have gone through.... michael: Could you try a longer note? What client are you using to send the note (or are you creating it on the fly)? Jeff J. - Server Concierge: I just sent a test message with 40 lines. I am using Thunderbird to create the message michael: OK...hmm....can you provide me the settings so I can duplicate them accurately? Also, which version of Thunderbird are you using? Jeff J. - Server Concierge: 5.0 Jeff J. - Server Concierge: Incoming and Outgoing mail.greenneedham.org Jeff J. - Server Concierge: Incoming port 110 Outgoing 25 Jeff J. - Server Concierge: Connection Security: None Jeff J. - Server Concierge: I did need to update the email address to show the full email address. michael: Sure...Where is the setting for incoming port in Tbird? My settings for outgoing SMTP server do not have that (is that referring to where Tbird is expecting to hear back from the outgoing server?) Jeff J. - Server Concierge: Under Tools and Account Settings It is under Server Settings. michael: Sorry, I'm missing something here...under "mgreis@greenneedham.org" is "Server Settings", but that's my inbound IMAP server, so there's nothing there for "incoming" SMTP. michael: I do have that setting (with port 110) for the POP server I use with another account. But surely using an IMAP connection for inbound mail shouldn't cause a problem with outbound mail, right? michael: I see traffic from 64.202.161.177, which is you I presume? Jeff J. - Server Concierge: Yes. michael: I'm going to also try closing down and restarting Tbird just in case the server setting changes aren't being recognized while Tbird is running (seems unlikely). Jeff J. - Server Concierge: The previous messages I had tried were setup for POP which was my mistake. Jeff J. - Server Concierge: I tried setting up IMAP but got the same error as you in Thuderbird but Outlook acted like the message was sent but I never got the message. Jeff J. - Server Concierge: POP messages work fine it is just IMAP that is failing for me. michael: OK, that's weird. So an account that has inbound IMAP service fails to send outbound SMTP, but an account that has inbound POP works? Why in heaven's name should that be? Let me test the same with one of these accounts. Jeff J. - Server Concierge: I am not sure. As Plesk uses Courier-IMAP to run POP and IMAP I would recommend reviewing their forums. Additionally we do offer an Expert Hands service that can look into this further to see what in the configuration needs to be changed however there is an additional cost for this service. Jeff J. - Server Concierge: You can review the Plesk forums here: http://forum.parallels.com/ Jeff J. - Server Concierge: And the Plesk KB pages here: http://kb.parallels.com/ michael: I've been in Plesk, but didn't find anything enlightening. michael: Can you tell me, though, whether there was a Plesk update/change to my VDS in early July? That's when the trouble started, so it would help to know if there was a Plesk upgrade. Jeff J. - Server Concierge: I have not seen this issue before. If it was an issue with the upgrade we would have likely seen more issues. Jeff J. - Server Concierge: Plesk is up to 10.3 right now. Jeff J. - Server Concierge: If you do choose to update Plesk I would highly recommend backing up your data prior to upgrading Plesk. michael: This is extraordinarily difficult. There are too many moving parts, only one of which (Tbird) is really under my control. I'll go back and look at Plesk again, but I have seen cases where they suggest patches, etc. I'm certainly not going to mess with Plesk, since that's how you provide the VDS and I try to stay away from that. michael: My VDS is at 9.3. I'd prefer to stay away from upgrading that - as I say, I don't want to mess with the delivered system. Should I expect the VDS to be upgraded at your end at some point? Jeff J. - Server Concierge: No we will not upgrade software on your server. michael: So the Plesk version never changes? Jeff J. - Server Concierge: The only servers we upgrade is for those who have purchased Assisted Service plans. Jeff J. - Server Concierge: Any upgrades to Plesk or software would need to be done on your end. Jeff J. - Server Concierge: Can I assist you with anything else? michael: Do I have access to support from Plesk since I have a license? Jeff J. - Server Concierge: Yes but their support is fee based so you will need to setup a support contract with them first. michael: Probably a steep fee, too. Jeff J. - Server Concierge: The Outlook message I sent finally came through so it appears that this issue is with Thunderbird and Courier/IMAP Jeff J. - Server Concierge: I would recommend our Expert Hands service however you can go through with any support service you choose. michael: IHmm...OK, that's a potentially useful data point. I'm not very familiar with Courier/IMAP - did you have a reference for that? Jeff J. - Server Concierge: The Courier IMAP program site is http://www.courier-mta.org/imap/ michael: I can look at "expert hands"....that is, I assume different from "assisted service"? That never seemed useful, since it was all or nothing (you do it or I do it). I have in the past pushed hard for help when the problem was clearly in the basic set of services a VDS provides. If DNS or mail doesn't work, I expect GoDaddy to resolve the issue. But because Tbird seems to be at least complicit, if not responsible, I wouldn't do that at this point. But this is really killing me, so I'm trying to get as much info as I can to solve this. michael: The other problem I've run into is that Plesk has its own implementations, so support information on things like Qmail don't tend to apply, at least not directly. Jeff J. - Server Concierge: Unfortunately I am not sure what is causing Thunderbird to time out the connection but Outlook to go through. michael: I appreciate your help today, though I'm not much further along than I was. You mentioned that you hadn't seen this issue before. Can I assume that, with the number of servers you have out there, that there are quite a few people using Tbird and IMAP with them? michael: Was your Outlook using IMAP? Jeff J. - Server Concierge: Yes I had Outlook set to IMAP. Jeff J. - Server Concierge: Can I assist you with anything else? michael: And the iPhone is set to IMAP as well. I may try a clean install of Tbird 3.1 on another machine to see if that works. I did back off 5.0 to 3.1 and didn't have any luck, but I didn't try all the combinations. I'll also try the web-based mail on the server to see if that has any trouble sending mail. Pinning the problem down to Thunderbird + IMAP on the client doesn't help me with my immediate problem, but at least it ensures that the SMTP service is working. michael: No, I guess not - unfortunately. Thanks much for trying those things for me. My first goal is to ensure that the SMTP server is working - for some clients at least. michael: Thanks === 2011-07-27 - Mail Server === Chat Transcript Thank you for contacting Live Chat support for Virtual and Dedicated Servers. This is Steven. How can I help you? michael: I have been experiencing increasing problems sending mail through my VDS. I thought there was a problem with the client e-mail systems, but I have discovered a problem with the VDS's e-mail servers that I cannot address. I am receiving SMTP connecton requests (to deliver mail)...(more) michael: Those requests are being picked up by relaylock, and afater a period of time, relaylock concludes that - Unable to get 'From:' string from SMTP session - but in the meantime, valid send requests from my e-mail IDs are being hung up until they time out. These requests are coming every few minutes. I tried blacklisting he domain in PLESK, but that didn't seem to work (that may only affect outbound?) Apparently, this has been going on for a number of days. Because I had upgraded the e-mail client I was using, I thought the problem was there and spent days chasing it. I have sent an e-mail to a webmaster at Harvard Business School (where the requests are coming from), but is there perhaps a way to block all traffic from the domain? This is causing me a real problem - I can't get mail out reliably. Steven L. - Server Concierge: From what I understand you are getting random email request from a domain that is not hosted on your server? michael: That's a concise description - specifically a request to deliver mail, since it's being picked up by the SMTP server as "mail from 199.94.19.74:36502 (winhbsedge01.hbs.edu)... Steven L. - Server Concierge: Have you attempted to set up an iptable rule to deny the originating IP address? Also, are the messages being successfully delivered (messages sent from the 3rd party address?) michael: No, I haven't tried an iptable rule. However, I also haven't had to do that before, so I don't know how to do it. Since the messages never get past /relaylock (that's the "unable to get 'From:' string from SMTP session" message), I can't see how they can be delivered anywhere. (I certainly don't see them in any case.) Steven L. - Server Concierge: How many emails do you think you server sends on average? From the error that you have indicated it looks like the SMTP request from the 3rd party address is rejected. michael: I'm seeing one every few minutes.... michael: The reason it's causes me such a problem is that the /relaylock process can take 10 or 20 seconds before it decides it can't decipher the message, and in that time my client requests to send mail aren't being handled and the session between the client and the server times out. michael: Worse - I just counted about 15 requests in the last 15 minutes... Steven L. - Server Concierge: Well, you really have two options when it comes this, you can attempt to configure a block within the MTA that you are using ( qmail ) or you can fully have traffic from that problematic IP address blocked through the IP table rule. I would recommend configuring the iptables to drop the traffic which, with a little bit of research, would be the easiet method. michael: Can you point me in the right direction for this? I've already spent a good part of today on this problem. Steven L. - Server Concierge: I am unable to give you a direct link to any articles, I do apologize for this. However, I would recommend searching for 'configure iptables centOS' in your preferred search engine. This should pull up quite abit of relevant listings to quickly configuring iptables. michael: Here's what concerns me - Plesk (which you all provide as the management tool) has its own flavor of firewall. Often, the Plesk version of stuff isn't found where the standard OS version is. That makes it really hard to do this. Steven L. - Server Concierge: Have you configured the Plesk firwall rules for inbound/outbound traffic? michael: I haven't touched the server configuration itself in some time...let me see if I can find it. Steven L. - Server Concierge: This article is directly from Parallels on how to configure the firewall, it may prove to be of some assistance. The agent is sending you to http://download1.parallels.com/Plesk/Plesk8.3/Doc/en-US/plesk-8.3-win-administrators-guide/34923.htm. michael: Does that article refer to a Windows server? That menu option isn't available in Plesk 9 for Linux Steven L. - Server Concierge: It should be covered for both, let me see if I can find a more appropriate article. The agent is sending you to http://download1.parallels.com/Plesk/Plesk9.0/Doc/en-US/plesk-9.0-unix-firewall-module-guide.pdf. michael: OK, the only way to install a new module (since it's not included in the installation) is to upload it from an .rpm file. Obviously I don't have that. There's a command line option I might be able to try, but I don't like messing around with what you guys provide.... Steven L. - Server Concierge: I do understand your caution. However, I will not be able to provide much for assistance as we are unable to advise on the specifics of security settings. If the software firewall is not already installed and you are hesitant to do so, the the iptables may be the best option. michael: I'm OK to try it, but where are the PLESK modules located? The doc thinks they're in /opt/modules, which doesn't exist on the system. Steven L. - Server Concierge: I am unsure of where Plesk keeps it's modules. I know you are able to add moduels thorugh the Plesk panel though. What version of plesk 9 are you running? Steven L. - Server Concierge: Currently the conversation has been idle for over 2 minutes. If you wish to continue this session, please respond within the next two minutes, otherwise this session will be closed. You may restart the Live Chat session at any time within your Hosting Manager. === 2011-05-10 - Domains unreachable - named === ==== 2011-05-10 AM ==== GoDaddy tech support e-mail indicates problem has been fixed. Services are up and remain up all day 5/10 and 5/11. Please be advised that this was due to an issue on our end with the host node on which your server is located. Our administrators have corrected the issue, and your server is available. You should no longer experience issues with the services on your server stopping. I have confirmed that httpd, named, and Plesk are all available. We apologize for the inconvenience and appreciate your patience. Please contact us if you have any further issues. Heather P., Server Support ==== 2011-05-09 PM ==== Called GoDaddy tech support (per their e-mail) *[[Infrastructure/Virtual Server/Live Chat 2011-05-09|Live Chat 2011-05-09]] :*Live Chat acknowledged problem has not been solved :*They have reopened the ticket #11733333 and will work on a solution ==== 2011-05-09 AM ==== Received e-mail from GoDaddy indicating problem had been found and solved, but named is still going down (went down several times this morning). From GoDaddy: Thank you for contacting Server Support. I understand that you have been experiencing issues with the Virtual Dedicated Server nehoidenmagna, specifically with the named service continually stopping. Thank you for bringing this to our attention. We have identified the cause of the service continually stopping, and have addressed the issue. The named service as well as any other services that may have been failing should now be able to reliably remain stable. Thank you for your patience and understanding in the matter. Please contact us if you have any further issues. Regards, Dusty W., Server Support ==== 2011-05-05 ==== Domains have been unreachable several times in the last week. Problem recurred after reboot. Virtual chat with GoDaddy tech support. Support re-strated '''named''', which was apparently not running. Queried them as to why, they agree it might be a VPS problem - perhaps memory issue. LiveChat Concierge opened ticket '''#11733224'''. Updated to ticket '''#11733333'''. Will be informed of results. '''Chat session''' key items: Michael R.- Server Concierge: It appears as though the service 'named' was stopped on the server. I restarted this by accessing your server via SSH as the root user and running 'service named start'. michael: named not running would certainly explain the problem. But since I didn't change anything on the server, I don't know how that might have happened. Would the system logs indicate what might have happened? These are basic services configured by/through Plesk, and I certainly don't mess with them, so I worry when they go wrong... Michael R.- Server Concierge: The logs could possibly display the issue. What I will do is create a trouble ticket so that we can review the parent server and make sure that the parent server is not the cause. Michael R.- Server Concierge: It apears you have plenty of memory available, it is possible there is a memory issue on the parent server. == 2010 == === 2010-03-18 - Nameservers === GoDaddy Chat support 3-8-10 You have been connected to Nathan S. - Server Support. '''Nathan S. - Server Support:''' Thank you for contacting Live Chat support for Virtual and Dedicated Servers. All Live Chat sessions are logged and may be monitored for security and quality assurance purposes. This is Nathan, how can I help you? '''michael:''': I am trying to solve a long-standing problem with access to the domains on my VDS. A subset of people cannot find any of my domains. The problem has primarily affected people connected through RCN (which is particularly problematice for me as they provide high-speed Interent service in my community and nearby which covers a number of users of my sites). '''michael:''': I have tried multiple times to resolve this problem with no success. A few months ago, I was able to get to a high-level internet tech at RCN. He told me that the problem was that my nameservers NS1.NEHOIDEN.NET and NS2.NEHOIDEN.NET, (which I set up following the instructions GoDaddy and Plesk provide) had CNAME entries instead of A entries. He said that while this would work sometimes and for some people, it was counter to Internet standar '''michael:''': to Internet standards (which he cited). Since these entries are done on the GoDaddy domain configurations (not the VDS), I have no way to change them. '''michael:''': I've been stuck at this impasse for a while. However, this past Friday, I was trying to access my sites from an Amtrak train with wi-fi access and ran into exactly the same problem. '''michael:''': I don't know who provides Amtrak's wi-fi connection to the Internet, but since I can now document another instance of this problem, I wanted to try again with you to see if I can get to the bottom of this. '''Nathan S. - Server Support:''' Do I have permission to access the server? '''michael:''': Absolutely. '''Nathan S. - Server Support:''' The domains that are effected are using the NS1.NEHOIDEN.NET and NS2.NEHOIDEN.NET as there nameservers? '''michael:''': Well, those are the primary nameservers, but the actual nameservers for each domain are as set up by Plesk. '''Nathan S. - Server Support:''' Currently, in Plesk the DNS is setup incorrectly for the NS1.NEHOIDEN.NET and NS2.NEHOIDEN.NET nameservers. '''Nathan S. - Server Support:''' You need to create A Records for the nameservers. '''michael:''': So that would be in the nehoiden.net domain? I found this part of the setup confusing....there were the first nameservers that I was instructed to set up.... '''Nathan S. - Server Support:''' I have added the following lines to your DNS Zone for nehoiden.net: ns1.nehoiden.net. A 68.178.166.53 ns2.nehoiden.net. A 68.178.166.53 nehoiden.net. NS ns1.nehoiden.net. nehoiden.net. NS ns2.nehoiden.net. '''Nathan S. - Server Support:''' This will allow your nameservers to resolve properly. '''michael:''': And this setup applies just to the first, primary set...the others as set up by Plesk are OK? '''Nathan S. - Server Support:''' It looks like all the domains on the server are using thoes 2 as there nameservers. Im still checking them all. '''Nathan S. - Server Support:''' It looks like all the domains were using those as the nameservers. '''michael:''': From the documentation, that looked like what I was supposed to do - set up the primary NS's, then have the other ones (zone servers) use thsoe. I found that confusing, but as I was just getting started with the system then, I just followed the instrucftions. '''michael:''': Sorry, so should those other domains be using those....again, that's what the set up info indicated (as I remember it - it's been a while) '''Nathan S. - Server Support:''' The lines I added should correct the problem of being unable to resolve your website's. I would assume you were getting a "Page Not Found" or "Server Not Found" error? '''michael:''': Yep - exactly. '''michael:''': That's terrific. Will that change have to migrate through the net...so I should wait a day or so to check if everything's working? '''Nathan S. - Server Support:''' For DNS it can take up to 48 hours. However .NET domains usually are about 4-6 hours. '''michael:''': Excellent. Thank you so much. Do you know of any good references for this stuff? I don't like to feel I missed something I should have been able to figure out - though I will say no one else was able to figure it out until the RCN guy and now you.... '''Nathan S. - Server Support:''' I don't really have any good references. But this problem is due to a recent update that Verisign has made. '''Nathan S. - Server Support:''' '''As of March 1, 2010 VeriSign has made changes that affect the behavior of the authoritative name servers for the .com, .net and .edu zones. As such, any domains using nameservers that do not have the corresponding NS and A records will cease to resolve. In order to resolve this issue you must determine what nameservers the domain(s) are set to use, then add the corresponding records within the appropriate zone file.''' '''Nathan S. - Server Support:''' Adding the lines I added is what is needed to fix the problem. '''michael:''': Excellent - that helps. Thanks - I really appreciate the help. This has been a source of incredible frustration for me and for people using my sites. I'll save this chat transcript in case something still seems awry after a few days and I have to chat again. ---- 8up6sr8q9shgwcrux0y6kocftm1ccno 573 572 2024-05-24T04:54:33Z Michael 1 1 revision imported 572 wikitext text/x-wiki Operations archive - track and record issues with previous Virtual Private Servers *See [[Infrastructure/Virtual_Hosting/Operations|Operations]] page for current tracking == 2019 == === 2019-05 500 Internal Server Error === {{hct|Resolved: 2019-06?}} - Problem did not recur after changes. *Review [[Infrastructure/Nehoiden_Magna_cPanel|error logs]] to find source of error :*Misconfiguration :*PHP memory and storage overruns *See [https://forums.cpanel.net/resources/troubleshooting-high-server-loads-on-linux-servers.379/ this article] on troubleshooting high server loads :*Explains use of '''sar''' (historical resource usage) as well as tools to examine current resource usage *Two common sources of PHP memory issues ([https://haydenjames.io/understanding-php-memory_limit/ see this article on PHP memory limits]) :*to a script using more memory than allowed (PHP memory limit too '''low''') :*too many PHP scripts combined with a PHP memory limit that is too '''high''' *My first effort to fix the 500 errors that appeared to be caused by running out of memory '''increased''' the PHP memory limits on all the servers. *Research whether/how can reduce PHP tasks? :*Note: Reducing PHP concurrent tasks could reduce response time. ==== 2019-05-10 ==== Errors in {{hct|/var/log/messages}} *May 8 08:20:38 nehoiden kernel: [7266834.751613] Out of memory in UB 25303: OOM killed pro cess 1092 (java) score 0 vm:5240124kB, rss:239020kB, swap:0kB *'''OOM''' - This is Oom(Out of memory) killer. When your system runs out of memory, the linux kernel kills processes to free memory. An heuristic determines which process is the best candidate to get memory freed without damaging the system (typically, root owned processes are not best candidates). === 2019-05 Failure to connect to WHM and cPanel === {{hct|2019-05-10}} - Second time in several weeks, unable to log in to WHM or cPanel *Previous occurrence was when dealing with memory issues - *Fixed by reboot *GoDaddy tech recommended reboot for this occurence [https://help.blacknight.com/hc/en-us/articles/212525969-Cannot-login-to-WHM-cPanel-SSH-with-the-root-login-cPHulk This article] suggests that a brute force attack against the root login for SSH / WHM would cause '''cPHulk''', which is protecting against brute force attacks, to block you as well . *Includes suggested fixes :*add your IP address to whitelist *This may not be the problem :*CPhulkd logs don't indicate any block today ::*{{mm|/usr/local/cpanel/logs/cphulkd.log}} ::*{{mm|/usr/local/cpanel/logs/cphulkd_errors.log}} *From [https://help.crucial.com.au/hc/en-gb/articles/204027710-What-is-CPHulk-and-why-is-it-blocking-me-from-my-server- another source] (may be specific to their implementation) - remove block on your IP address in the CPhulk MySQL database MySQL: :use cphulkd; :SELECT * FROM brutes WHERE `IP`=’xxx.xxx.xxx.xxx’; :DELETE FROM brutes WHERE `IP`=’xxx.xxx.xxx.xxx’; :exit; :*This does not work - tables cphulkd.brutes does not exist == 2017 == === 2017-07 Malware sends spam e-mail from a domain === :'''Status''':{{hc|Workaround in place}} :'''Severity''':{{hc|High}} Two occurrences: *{{hct|2017-07-10}}? - on moehandel.com *{{hct|2017-08-28}} - on needhamyes.com Update: *{{hct|2018-02-10}} - removed and recreated moehandel.com ==== Problem description ==== *Malware infects a domain causing large amounts of bogus (spam) e-mail to be relayed by the default domain userid through the GoDaddy relay server. *The GoDaddy VDS quickly reaches its daily relay limit, shutting down outbound e-mail from all domains :*[https://myservers.godaddy.com/25303 Log in to the VDS] and click on ''Stats and Usage'' to see daily SMTP relay totals ==== Resolution ==== *None yet *Workaround in place: :*In both cases, had to suspend the account on '''whm''' (taking the domain offline) to solve the problem :*Acceptable only because neither is currently actively used, but not long-term resolution ::*Further use of the domain will require finding and removing the malware and/or recreating the domain software environment. ::*Not a workable solution should the problem appear on a production domain (e.g. RBA, GNC) ==== Notes ==== *cPanel - [https://forums.cpanel.net/threads/how-do-i-block-one-domain-from-sending-email-from-my-server.223731/ Block a domain from sending mail] *[https://documentation.cpanel.net/display/CKB/How+to+Prevent+Email+Abuse#HowtoPreventEmailAbuse-TweakSettings Tweak WHM settings] to reduce the number of e-mails domains can send *View relayers in WHM - {{hct|ff=monospace|color=#222222|( Home -> e-mail -> Relayers )}} :*Locate offending domain :*See and delete queued e-mails <u>'''Find and eliminate the malware code'''</u> *Each attack is different *Pointers include: :*Recently dated files or directories with changed dates provides clues to problem files :*Files with universal permissions (''rwxrwxrwx'') *For WordPress, compare to files in uninfected domain *If find encoded PHP in a file :*Use [https://malwaredecoder.com/ malwaredecoder] from Quttera to decode interpolated PHP :*Decoded text points to location of malware executable <u>'''Find a way to disable e-mail/relays from the default domain ID using WHM'''</u> *In both cases so far, the mail has been relayed from the default domain ID. :*If other e-mail IDs were used, could simply delete them :*Have not been able to change, restrict or bypass this ID :*The default domain ID is automatically included during the WHM domain setup. Can't be eliminated, can't find a way restrict it. *This would be most appropriate and effective solution. Without access to the default e-mail ID, these attacks couldn't relay mail. *This is a '''whm''' issue <u>'''GoDaddy e-mail malware removal service'''</u> *Cost: $150 *GoDaddy will go through the code on your domain to find and eliminate the malware. *Requires 72 hours to complete <u>'''Keep WordPress (and other packages) up to date'''</u> *{{hct|2017-08-28}} - needhamyes.com was running WordPress 4.6 when it was infected :*GoDaddy tech indicated that there was a severe security problem in 4.6 that is now resolved (4.8 and beyond) <u>'''Find and eliminate access being used to insert files on server'''</u> *See [http://www.webhostingtalk.com/showthread.php?t=1642283 this thread] for ideas *All passwords - including FTP - should be changed using WHM before/when any suspended sites are reactivated. == 2011 == === 2011-11-21 - Outgoing Mail Problem === Thank you for contacting Live Chat support for Virtual and Dedicated Servers. This is William. May I start with your name and the issue which you are currently experiencing? michael: My last chat session ended before i could confirm information I received. michael: Name is Michael Greis. I was troubleshooting a problem with outgoing mail. William H. - Server Concierge: ok michael: I had just updated my relay host configuration for postfix (I had neglected to update the configuration when I switched the MTA late las week). I am trying to determine if it is now working properly or whether I need to switch back. michael: I am getting a timeout message from the relay host: michael: Nov 21 15:13:22 ip-97-74-74-128 postfix/smtp[26604]: 9F80511E2D65: to=<sloren63@msn.com>, relay=s2smtpout.secureserver.net[208.109.80.210]:25, delay=3149, delays=2839/0.17/310/0, dsn=4.4.2, status=deferred (conversation with s2smtpout.secureserver.net[208.109.80.210] timed out while receiving the initial server greeting) michael: The agent I was talking to indicated that this is common when there are many requests to the relay host. michael: My system appears to be catching up on the mail that hadn't been sent out, so I need to determine if this message is expected (given the system is sending backlogged mail) or if there is another problem. William H. - Server Concierge: Ok, so they are goin gout as the relay server frees up, that is normal michael: Is there a way to check what is still to be processed? michael: One reason for these question is that I received several "mail rejected" notices last week BEFORE I changed the MTA, so I am concerned that there might be other problems that have nothing to do with the MTA switch. William H. - Server Concierge: Just checking your mail queue is the only resource William H. - Server Concierge: THe only other suggestion is to change to a different relay server 'dedrelay.secureserver.net' this is a load balanced server michael: I just received a failure message for a note I sent last Wednesday, BEFORE I switched the MTA. michael: That's what' michael: is concerning me... William H. - Server Concierge: So, it was likely in queue michael: Yes, but then why was it rejected? William H. - Server Concierge: What does the bounce back indicate, it is usually verbose michael: The net of the message seems to be this: The mail system <Laurence.Grosbaum@twinfocuscapital.com>: conversation with s2smtpout.secureserver.net[208.109.80.210] timed out while receiving the initial server greeting michael: And I'm seeing a lot of these: Nov 21 15:30:07 ip-97-74-74-128 postfix/smtp[27778]: BBFDC11E2C86: to=<admin@mg-style.net>, relay=s2smtpout.secureserver.net[208.109.80.210]:25, delay=310, delays=0.02/0/310/0, dsn=4.4.2, status=deferred (conversation with s2smtpout.secureserver.net[208.109.80.210] timed out while receiving the initial server greeting) William H. - Server Concierge: So, it was a timeout connecting to relay server message. William H. - Server Concierge: TO be on the safe side you may want to update to the other server I mentioned and there should no longer be any timeouts michael: OK, I can try that. Should I also go back to my maillog to check whether I was receiving those before I switched MTA's? Or is this likely a symptom of the fact that there were a lot of queued mail messages? William H. - Server Concierge: Honestly I believe it was because of the queue michael: OK, can you give me a second? I'll shut down postfix, switch the servers and restart. michael: I just want to be sure things are working William H. - Server Concierge: Yes michael: OK, it's back up. Now let me see what it does with the mail William H. - Server Concierge: ok michael: Doesn't like the dedrelay.secureserver.net...I get this message: michael: Nov 21 15:47:23 ip-97-74-74-128 postfix/smtp[28059]: D7C2A11E2C07: to=<mjgreis@gmail.com>, relay=none, delay=22, delays=2.4/0.01/20/0, dsn=4.4.3, status=deferred (Host or domain name not found. Name service error for name=dedrelay.secureserver.net type=MX: Host not found, try again) William H. - Server Concierge: Hmm, let me check William H. - Server Concierge: Apparently there is additional configuration needed now to use dedrelay.secureserver.net, perhaps for the time being change back to the S2 mail server michael: OK...is there a ref I can look at for the configuration? In the meantime, let me switch back and see what happens. William H. - Server Concierge: Ok, no we do not have any documentation. It is actually with the resolvers set for your server michael: So I can't use it? michael: Is the outbound queue in the same place for both MTA's? I just want to be sure that all the stacked up mail is now processed - I typically use /var/qmail/bin/qmail-qread to check. William H. - Server Concierge: You are using Postfix so I believe it would be different William H. - Server Concierge: Try simply mailq michael: OK - that worked. Now I've got 13 messages there....including most of the ones that reported failures of one type or another before. William H. - Server Concierge: Ok michael: So those will never go anywhere? William H. - Server Concierge: If they are errored out no michael: So this would qualify as "errored out" (the one we did while trying to set up dedrelay.....D7C2A11E2C07 8356 Mon Nov 21 15:47:00 mjg@riverbendadvisors.com (Host or domain name not found. Name service error for name=dedrelay.secureserver.net type=MX: Host not found, try again) mjgreis@gmail.com michael: I'll look into the Postfix documentation. I would have stayed away from all this if I could. William H. - Server Concierge: Yes, it has errored and will not go out michael: OK. I guess things are working. I'll monitor this for a few days. If the mail continues to go out smoothly, I'll stick with Postfix. Otherwise, I should probably go back to qmail. Am I correct that, if I have mail problems, I'm better off with the "standard" qmail if I need to seek help through Chat? michael: I want to make this as easy as possible - mail is a built-in component of the VDS, so I try to stay away from messing with it. William H. - Server Concierge: Yes, as this is the original configuration William H. - Server Concierge: Yes, mail can be touchy michael: Amen to that. I really appreciate your help. I assume I should use the .... /usr/local/psa/admin/sbin/autoinstaller --select-release-current --install-component qmail command to switch back? Or is there a preferred alternative? William H. - Server Concierge: No, that should be fine to switch back if desired michael: Great. Thanks. Are you aware of any particularly good sources of info on working with Postfix? (I'm looking through the postfix site now, just thought I'd ask)? William H. - Server Concierge: Sorry we are unable to advise of sites other than the official Postfix.org. A search engine is always a great resource. michael: No problem. I understand. I'll give this a few days and research postfix as needed. If it proves to be problematic, I'll switch back. Thank you again for your help with this it is much appreciated. William H. - Server Concierge: Your welcome Michael William H. - Server Concierge: Thanks again for using Live Chat; have a great day. William H. - Server Concierge: You may close this chat window now William H. - Server Concierge: Currently the conversation has been idle for over 2 minutes. If you wish to continue this session, please respond within the next two minutes, otherwise this session will be closed. You may restart the Live Chat session at any time within your Hosting Manager. Thank you for using Live Chat. You may now close this window. Your session has ended. You may now close this window. === 2011-08-09 - Mail Server SMTP === Chat Transcript You are currently at position number 1 in the queue. Thank you for your patience. An agent will be with you in a moment. Thank you for your patience. You have been connected to Jeff J. - Server Concierge. Jeff J. - Server Concierge: Please note: All Live Chat sessions are logged and may be monitored for security and quality assurance purposes. **Please Note: We request that you do not send passwords or credit card details over chat. Thank you for contacting Live Chat support for Virtual and Dedicated Servers. This is Jeff. How can I help you? michael: Hi. I am having a problem with the SMTP server, Qmail, installed on my LINUX virtual distributed server. The problem began early in July. I have been chasing it ever since and am unable to resolve it. (I'm wondering whether there was a PLESK upgrade at that time that might have precipitated the problem). More..... michael: Thunderbird is in use as an e-mail client for many of the domains on my VDS. Since early July, I have been experiencing SMTP server timeouts when trying to send mail through the SMTP server from Thunderbird. (More....) michael: I believe it is something between the two, because I seem to be able to send mail reliably from at least one other client (iPhone), but don't have others to check. michael: I also note that Thunderbird is able to communicate successfully with an SMTP server not on my VDS (a commercial ISP). michael: I need some help, because I can't find what might be wrong. michael: I did not previously have this problem, and didn't make any changes to the VDS myself, so it seems that something precipitated the problem. Jeff J. - Server Concierge: What are you using as your incoming and outgoing mailserver? Jeff J. - Server Concierge: Currently the conversation has been idle for over 3 minutes. If you wish to continue this session, please respond within the next two minutes, otherwise this session will be closed. You may restart the Live Chat session at any time within your Hosting Manager. michael: Qmail michael: the default as installed on the VCS Jeff J. - Server Concierge: No in Thunderbird. michael: mail.riverbendadvisors.com is one, mail.greenneedham.org is another. I've tried various combinations of SSL/non-SSL, etc. in the settings michael: I believe I've tried both ports 465 and 587, SSL/TLS and STARTTLS, normal & encrypted PW's. Jeff J. - Server Concierge: The incoming port should be 110 and the outgoing port should be 25. No SSL or TLS but your outgoing server does require authentication. You will use the same settings as incoming which is your full email address and the password for that email address. michael: OK, I don't think I've tried the standard ports. I know I'm set up for authentication & full e-mail addresses. michael: Let me try that right now on one of them. michael: I'm getting the same failure message (SMTP timeout) with the following settings in Thunderbird: Port 25, username mgreis@greenneedham.org, authentication method NORMAL PASSWORD, connection security SSL/TLS Jeff J. - Server Concierge: You will need to disable SSL/TLS michael: Trying that now....so I want connection security: NONE and authentication: Password, transmitted insecurely? michael: Here's the message from Tbird, btw...Sending of message failed. The message could not be sent because the connection to SMTP server mail.greenneedham.org timed out. Try again or contact your network administrator. Jeff J. - Server Concierge: Does your ISP block port 25? michael: Outbound from me? I don't think so, but I'm not certain. Jeff J. - Server Concierge: You can test this by running the following command through your command prompt: Jeff J. - Server Concierge: telnet mail.greenneedham.org 25 michael: Remember, this has been working fine until recently. michael: OK...let me do that... michael: It connects: Trying 97.74.74.128... Connected to mail.greenneedham.org. Escape character is '^]'. 220 ip-97-74-74-128.ip.secureserver.net ESMTP michael: And I do get messages to go through - just not very often and after several tries....not exactly productive... michael: And, of course, the Qmail SMTP server handles all the other requests it gets (incoming mail from other systems).... Jeff J. - Server Concierge: Can I have your permission to access your server? michael: Of course! michael: Here, by the way, is what I see in the qmail mail log when I connect (successfully) from an iPhone: Aug 9 16:24:41 ip-97-74-74-128 smtp_auth: SMTP connect from (null)@c-24-60-166-132.hsd1.ma.comcast.net [24.60.166.132] Aug 9 16:24:41 ip-97-74-74-128 smtp_auth: smtp_auth: SMTP user mgreis@greenneedham.org : logged in from (null)@c-24-60-166-132.hsd1.ma.comcast.net [24.60.166.132] .............that comes up right away. I never see that message when unsuccessfully sending from Tbird. michael: It then goes on to do all the SPAM checking and sends the mail. Jeff J. - Server Concierge: I just setup a test account and used this account to send and receive a test message. I did not have any issues connecting to your mail server. michael: How long/big was the message? I just tried forwarding a longer note from my iPhone and that failed the same way (all the test notes I had sent previously were short). Jeff J. - Server Concierge: It was a short "test" message michael: Hmmm....one of the longer messages I just sent from the iPhone seems to have gone through.... michael: Could you try a longer note? What client are you using to send the note (or are you creating it on the fly)? Jeff J. - Server Concierge: I just sent a test message with 40 lines. I am using Thunderbird to create the message michael: OK...hmm....can you provide me the settings so I can duplicate them accurately? Also, which version of Thunderbird are you using? Jeff J. - Server Concierge: 5.0 Jeff J. - Server Concierge: Incoming and Outgoing mail.greenneedham.org Jeff J. - Server Concierge: Incoming port 110 Outgoing 25 Jeff J. - Server Concierge: Connection Security: None Jeff J. - Server Concierge: I did need to update the email address to show the full email address. michael: Sure...Where is the setting for incoming port in Tbird? My settings for outgoing SMTP server do not have that (is that referring to where Tbird is expecting to hear back from the outgoing server?) Jeff J. - Server Concierge: Under Tools and Account Settings It is under Server Settings. michael: Sorry, I'm missing something here...under "mgreis@greenneedham.org" is "Server Settings", but that's my inbound IMAP server, so there's nothing there for "incoming" SMTP. michael: I do have that setting (with port 110) for the POP server I use with another account. But surely using an IMAP connection for inbound mail shouldn't cause a problem with outbound mail, right? michael: I see traffic from 64.202.161.177, which is you I presume? Jeff J. - Server Concierge: Yes. michael: I'm going to also try closing down and restarting Tbird just in case the server setting changes aren't being recognized while Tbird is running (seems unlikely). Jeff J. - Server Concierge: The previous messages I had tried were setup for POP which was my mistake. Jeff J. - Server Concierge: I tried setting up IMAP but got the same error as you in Thuderbird but Outlook acted like the message was sent but I never got the message. Jeff J. - Server Concierge: POP messages work fine it is just IMAP that is failing for me. michael: OK, that's weird. So an account that has inbound IMAP service fails to send outbound SMTP, but an account that has inbound POP works? Why in heaven's name should that be? Let me test the same with one of these accounts. Jeff J. - Server Concierge: I am not sure. As Plesk uses Courier-IMAP to run POP and IMAP I would recommend reviewing their forums. Additionally we do offer an Expert Hands service that can look into this further to see what in the configuration needs to be changed however there is an additional cost for this service. Jeff J. - Server Concierge: You can review the Plesk forums here: http://forum.parallels.com/ Jeff J. - Server Concierge: And the Plesk KB pages here: http://kb.parallels.com/ michael: I've been in Plesk, but didn't find anything enlightening. michael: Can you tell me, though, whether there was a Plesk update/change to my VDS in early July? That's when the trouble started, so it would help to know if there was a Plesk upgrade. Jeff J. - Server Concierge: I have not seen this issue before. If it was an issue with the upgrade we would have likely seen more issues. Jeff J. - Server Concierge: Plesk is up to 10.3 right now. Jeff J. - Server Concierge: If you do choose to update Plesk I would highly recommend backing up your data prior to upgrading Plesk. michael: This is extraordinarily difficult. There are too many moving parts, only one of which (Tbird) is really under my control. I'll go back and look at Plesk again, but I have seen cases where they suggest patches, etc. I'm certainly not going to mess with Plesk, since that's how you provide the VDS and I try to stay away from that. michael: My VDS is at 9.3. I'd prefer to stay away from upgrading that - as I say, I don't want to mess with the delivered system. Should I expect the VDS to be upgraded at your end at some point? Jeff J. - Server Concierge: No we will not upgrade software on your server. michael: So the Plesk version never changes? Jeff J. - Server Concierge: The only servers we upgrade is for those who have purchased Assisted Service plans. Jeff J. - Server Concierge: Any upgrades to Plesk or software would need to be done on your end. Jeff J. - Server Concierge: Can I assist you with anything else? michael: Do I have access to support from Plesk since I have a license? Jeff J. - Server Concierge: Yes but their support is fee based so you will need to setup a support contract with them first. michael: Probably a steep fee, too. Jeff J. - Server Concierge: The Outlook message I sent finally came through so it appears that this issue is with Thunderbird and Courier/IMAP Jeff J. - Server Concierge: I would recommend our Expert Hands service however you can go through with any support service you choose. michael: IHmm...OK, that's a potentially useful data point. I'm not very familiar with Courier/IMAP - did you have a reference for that? Jeff J. - Server Concierge: The Courier IMAP program site is http://www.courier-mta.org/imap/ michael: I can look at "expert hands"....that is, I assume different from "assisted service"? That never seemed useful, since it was all or nothing (you do it or I do it). I have in the past pushed hard for help when the problem was clearly in the basic set of services a VDS provides. If DNS or mail doesn't work, I expect GoDaddy to resolve the issue. But because Tbird seems to be at least complicit, if not responsible, I wouldn't do that at this point. But this is really killing me, so I'm trying to get as much info as I can to solve this. michael: The other problem I've run into is that Plesk has its own implementations, so support information on things like Qmail don't tend to apply, at least not directly. Jeff J. - Server Concierge: Unfortunately I am not sure what is causing Thunderbird to time out the connection but Outlook to go through. michael: I appreciate your help today, though I'm not much further along than I was. You mentioned that you hadn't seen this issue before. Can I assume that, with the number of servers you have out there, that there are quite a few people using Tbird and IMAP with them? michael: Was your Outlook using IMAP? Jeff J. - Server Concierge: Yes I had Outlook set to IMAP. Jeff J. - Server Concierge: Can I assist you with anything else? michael: And the iPhone is set to IMAP as well. I may try a clean install of Tbird 3.1 on another machine to see if that works. I did back off 5.0 to 3.1 and didn't have any luck, but I didn't try all the combinations. I'll also try the web-based mail on the server to see if that has any trouble sending mail. Pinning the problem down to Thunderbird + IMAP on the client doesn't help me with my immediate problem, but at least it ensures that the SMTP service is working. michael: No, I guess not - unfortunately. Thanks much for trying those things for me. My first goal is to ensure that the SMTP server is working - for some clients at least. michael: Thanks === 2011-07-27 - Mail Server === Chat Transcript Thank you for contacting Live Chat support for Virtual and Dedicated Servers. This is Steven. How can I help you? michael: I have been experiencing increasing problems sending mail through my VDS. I thought there was a problem with the client e-mail systems, but I have discovered a problem with the VDS's e-mail servers that I cannot address. I am receiving SMTP connecton requests (to deliver mail)...(more) michael: Those requests are being picked up by relaylock, and afater a period of time, relaylock concludes that - Unable to get 'From:' string from SMTP session - but in the meantime, valid send requests from my e-mail IDs are being hung up until they time out. These requests are coming every few minutes. I tried blacklisting he domain in PLESK, but that didn't seem to work (that may only affect outbound?) Apparently, this has been going on for a number of days. Because I had upgraded the e-mail client I was using, I thought the problem was there and spent days chasing it. I have sent an e-mail to a webmaster at Harvard Business School (where the requests are coming from), but is there perhaps a way to block all traffic from the domain? This is causing me a real problem - I can't get mail out reliably. Steven L. - Server Concierge: From what I understand you are getting random email request from a domain that is not hosted on your server? michael: That's a concise description - specifically a request to deliver mail, since it's being picked up by the SMTP server as "mail from 199.94.19.74:36502 (winhbsedge01.hbs.edu)... Steven L. - Server Concierge: Have you attempted to set up an iptable rule to deny the originating IP address? Also, are the messages being successfully delivered (messages sent from the 3rd party address?) michael: No, I haven't tried an iptable rule. However, I also haven't had to do that before, so I don't know how to do it. Since the messages never get past /relaylock (that's the "unable to get 'From:' string from SMTP session" message), I can't see how they can be delivered anywhere. (I certainly don't see them in any case.) Steven L. - Server Concierge: How many emails do you think you server sends on average? From the error that you have indicated it looks like the SMTP request from the 3rd party address is rejected. michael: I'm seeing one every few minutes.... michael: The reason it's causes me such a problem is that the /relaylock process can take 10 or 20 seconds before it decides it can't decipher the message, and in that time my client requests to send mail aren't being handled and the session between the client and the server times out. michael: Worse - I just counted about 15 requests in the last 15 minutes... Steven L. - Server Concierge: Well, you really have two options when it comes this, you can attempt to configure a block within the MTA that you are using ( qmail ) or you can fully have traffic from that problematic IP address blocked through the IP table rule. I would recommend configuring the iptables to drop the traffic which, with a little bit of research, would be the easiet method. michael: Can you point me in the right direction for this? I've already spent a good part of today on this problem. Steven L. - Server Concierge: I am unable to give you a direct link to any articles, I do apologize for this. However, I would recommend searching for 'configure iptables centOS' in your preferred search engine. This should pull up quite abit of relevant listings to quickly configuring iptables. michael: Here's what concerns me - Plesk (which you all provide as the management tool) has its own flavor of firewall. Often, the Plesk version of stuff isn't found where the standard OS version is. That makes it really hard to do this. Steven L. - Server Concierge: Have you configured the Plesk firwall rules for inbound/outbound traffic? michael: I haven't touched the server configuration itself in some time...let me see if I can find it. Steven L. - Server Concierge: This article is directly from Parallels on how to configure the firewall, it may prove to be of some assistance. The agent is sending you to http://download1.parallels.com/Plesk/Plesk8.3/Doc/en-US/plesk-8.3-win-administrators-guide/34923.htm. michael: Does that article refer to a Windows server? That menu option isn't available in Plesk 9 for Linux Steven L. - Server Concierge: It should be covered for both, let me see if I can find a more appropriate article. The agent is sending you to http://download1.parallels.com/Plesk/Plesk9.0/Doc/en-US/plesk-9.0-unix-firewall-module-guide.pdf. michael: OK, the only way to install a new module (since it's not included in the installation) is to upload it from an .rpm file. Obviously I don't have that. There's a command line option I might be able to try, but I don't like messing around with what you guys provide.... Steven L. - Server Concierge: I do understand your caution. However, I will not be able to provide much for assistance as we are unable to advise on the specifics of security settings. If the software firewall is not already installed and you are hesitant to do so, the the iptables may be the best option. michael: I'm OK to try it, but where are the PLESK modules located? The doc thinks they're in /opt/modules, which doesn't exist on the system. Steven L. - Server Concierge: I am unsure of where Plesk keeps it's modules. I know you are able to add moduels thorugh the Plesk panel though. What version of plesk 9 are you running? Steven L. - Server Concierge: Currently the conversation has been idle for over 2 minutes. If you wish to continue this session, please respond within the next two minutes, otherwise this session will be closed. You may restart the Live Chat session at any time within your Hosting Manager. === 2011-05-10 - Domains unreachable - named === ==== 2011-05-10 AM ==== GoDaddy tech support e-mail indicates problem has been fixed. Services are up and remain up all day 5/10 and 5/11. Please be advised that this was due to an issue on our end with the host node on which your server is located. Our administrators have corrected the issue, and your server is available. You should no longer experience issues with the services on your server stopping. I have confirmed that httpd, named, and Plesk are all available. We apologize for the inconvenience and appreciate your patience. Please contact us if you have any further issues. Heather P., Server Support ==== 2011-05-09 PM ==== Called GoDaddy tech support (per their e-mail) *[[Infrastructure/Virtual Server/Live Chat 2011-05-09|Live Chat 2011-05-09]] :*Live Chat acknowledged problem has not been solved :*They have reopened the ticket #11733333 and will work on a solution ==== 2011-05-09 AM ==== Received e-mail from GoDaddy indicating problem had been found and solved, but named is still going down (went down several times this morning). From GoDaddy: Thank you for contacting Server Support. I understand that you have been experiencing issues with the Virtual Dedicated Server nehoidenmagna, specifically with the named service continually stopping. Thank you for bringing this to our attention. We have identified the cause of the service continually stopping, and have addressed the issue. The named service as well as any other services that may have been failing should now be able to reliably remain stable. Thank you for your patience and understanding in the matter. Please contact us if you have any further issues. Regards, Dusty W., Server Support ==== 2011-05-05 ==== Domains have been unreachable several times in the last week. Problem recurred after reboot. Virtual chat with GoDaddy tech support. Support re-strated '''named''', which was apparently not running. Queried them as to why, they agree it might be a VPS problem - perhaps memory issue. LiveChat Concierge opened ticket '''#11733224'''. Updated to ticket '''#11733333'''. Will be informed of results. '''Chat session''' key items: Michael R.- Server Concierge: It appears as though the service 'named' was stopped on the server. I restarted this by accessing your server via SSH as the root user and running 'service named start'. michael: named not running would certainly explain the problem. But since I didn't change anything on the server, I don't know how that might have happened. Would the system logs indicate what might have happened? These are basic services configured by/through Plesk, and I certainly don't mess with them, so I worry when they go wrong... Michael R.- Server Concierge: The logs could possibly display the issue. What I will do is create a trouble ticket so that we can review the parent server and make sure that the parent server is not the cause. Michael R.- Server Concierge: It apears you have plenty of memory available, it is possible there is a memory issue on the parent server. == 2010 == === 2010-03-18 - Nameservers === GoDaddy Chat support 3-8-10 You have been connected to Nathan S. - Server Support. '''Nathan S. - Server Support:''' Thank you for contacting Live Chat support for Virtual and Dedicated Servers. All Live Chat sessions are logged and may be monitored for security and quality assurance purposes. This is Nathan, how can I help you? '''michael:''': I am trying to solve a long-standing problem with access to the domains on my VDS. A subset of people cannot find any of my domains. The problem has primarily affected people connected through RCN (which is particularly problematice for me as they provide high-speed Interent service in my community and nearby which covers a number of users of my sites). '''michael:''': I have tried multiple times to resolve this problem with no success. A few months ago, I was able to get to a high-level internet tech at RCN. He told me that the problem was that my nameservers NS1.NEHOIDEN.NET and NS2.NEHOIDEN.NET, (which I set up following the instructions GoDaddy and Plesk provide) had CNAME entries instead of A entries. He said that while this would work sometimes and for some people, it was counter to Internet standar '''michael:''': to Internet standards (which he cited). Since these entries are done on the GoDaddy domain configurations (not the VDS), I have no way to change them. '''michael:''': I've been stuck at this impasse for a while. However, this past Friday, I was trying to access my sites from an Amtrak train with wi-fi access and ran into exactly the same problem. '''michael:''': I don't know who provides Amtrak's wi-fi connection to the Internet, but since I can now document another instance of this problem, I wanted to try again with you to see if I can get to the bottom of this. '''Nathan S. - Server Support:''' Do I have permission to access the server? '''michael:''': Absolutely. '''Nathan S. - Server Support:''' The domains that are effected are using the NS1.NEHOIDEN.NET and NS2.NEHOIDEN.NET as there nameservers? '''michael:''': Well, those are the primary nameservers, but the actual nameservers for each domain are as set up by Plesk. '''Nathan S. - Server Support:''' Currently, in Plesk the DNS is setup incorrectly for the NS1.NEHOIDEN.NET and NS2.NEHOIDEN.NET nameservers. '''Nathan S. - Server Support:''' You need to create A Records for the nameservers. '''michael:''': So that would be in the nehoiden.net domain? I found this part of the setup confusing....there were the first nameservers that I was instructed to set up.... '''Nathan S. - Server Support:''' I have added the following lines to your DNS Zone for nehoiden.net: ns1.nehoiden.net. A 68.178.166.53 ns2.nehoiden.net. A 68.178.166.53 nehoiden.net. NS ns1.nehoiden.net. nehoiden.net. NS ns2.nehoiden.net. '''Nathan S. - Server Support:''' This will allow your nameservers to resolve properly. '''michael:''': And this setup applies just to the first, primary set...the others as set up by Plesk are OK? '''Nathan S. - Server Support:''' It looks like all the domains on the server are using thoes 2 as there nameservers. Im still checking them all. '''Nathan S. - Server Support:''' It looks like all the domains were using those as the nameservers. '''michael:''': From the documentation, that looked like what I was supposed to do - set up the primary NS's, then have the other ones (zone servers) use thsoe. I found that confusing, but as I was just getting started with the system then, I just followed the instrucftions. '''michael:''': Sorry, so should those other domains be using those....again, that's what the set up info indicated (as I remember it - it's been a while) '''Nathan S. - Server Support:''' The lines I added should correct the problem of being unable to resolve your website's. I would assume you were getting a "Page Not Found" or "Server Not Found" error? '''michael:''': Yep - exactly. '''michael:''': That's terrific. Will that change have to migrate through the net...so I should wait a day or so to check if everything's working? '''Nathan S. - Server Support:''' For DNS it can take up to 48 hours. However .NET domains usually are about 4-6 hours. '''michael:''': Excellent. Thank you so much. Do you know of any good references for this stuff? I don't like to feel I missed something I should have been able to figure out - though I will say no one else was able to figure it out until the RCN guy and now you.... '''Nathan S. - Server Support:''' I don't really have any good references. But this problem is due to a recent update that Verisign has made. '''Nathan S. - Server Support:''' '''As of March 1, 2010 VeriSign has made changes that affect the behavior of the authoritative name servers for the .com, .net and .edu zones. As such, any domains using nameservers that do not have the corresponding NS and A records will cease to resolve. In order to resolve this issue you must determine what nameservers the domain(s) are set to use, then add the corresponding records within the appropriate zone file.''' '''Nathan S. - Server Support:''' Adding the lines I added is what is needed to fix the problem. '''michael:''': Excellent - that helps. Thanks - I really appreciate the help. This has been a source of incredible frustration for me and for people using my sites. I'll save this chat transcript in case something still seems awry after a few days and I have to chat again. ---- 8up6sr8q9shgwcrux0y6kocftm1ccno 0 303 574 2017-08-23T17:10:39Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|FCLT Global|000 000-0000|ariel.babcock@fc..." 574 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|FCLT Global|000 000-0000|ariel.babcock@fcltglobal.org|Research Director|arielfromer}} *2017-05 - Joined FCLT Global *2017-01-26 - CFAB Financial Literacy Volunteer get-together. Ariel also responded to call for volunteers for SI seminar. *Ariel was previously Director of Investor Relations and Communication at clean energy firm [[worked for::Tecogen]] (Builds modular CHP systems. *2012 - First met when Ariel (then Fromer) on BSAS Global Equities Committee - worked on Index Risk. Was then working for American Independence Financial Services LLC. *Networking:[[networking::regular]] === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *Source and date ---- [[Category:People|Fromer]] h5h4fi11jpmewg97348cwxt9cngx1h5 575 574 2024-05-24T04:54:33Z Michael 1 1 revision imported 574 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|FCLT Global|000 000-0000|ariel.babcock@fcltglobal.org|Research Director|arielfromer}} *2017-05 - Joined FCLT Global *2017-01-26 - CFAB Financial Literacy Volunteer get-together. Ariel also responded to call for volunteers for SI seminar. *Ariel was previously Director of Investor Relations and Communication at clean energy firm [[worked for::Tecogen]] (Builds modular CHP systems. *2012 - First met when Ariel (then Fromer) on BSAS Global Equities Committee - worked on Index Risk. Was then working for American Independence Financial Services LLC. *Networking:[[networking::regular]] === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *Source and date ---- [[Category:People|Fromer]] h5h4fi11jpmewg97348cwxt9cngx1h5 0 304 576 2017-08-23T17:27:26Z Greis>Michael 0 /* 2017-08-23 */ new section 576 wikitext text/x-wiki == 2017-08-23 == Breakfast as Trident Booksellers and Cafe Discussed her research projects and the projects underway at FCLT *Long-term earnings guidance *Dual-class shares (and other alternatives) *Manager terms for long-term investors *() Two additional projects to be announced next spring; two more in the fall *Completing eight projects will meet the goals of FCLT's initial 3-year? plan Project Selection *Nominations and input from all of their members *FCLT Team review and triage :*Selected out: ::*Topics others are doing ::*Topics outside of their skill set ::*Anything that is not '''evidence-based''' and '''actionable''' '''FCLT Organization''' *Person now being hired is the third research director. Ariel and () are both research directors *Yes, title is now a misnomer (even originally, the first Director of Research was a one-man show) *Job is different - more a research project manager *I mentioned the Director of Member Engagement position and conversation with Sarah about the organization and roles, idea that, even if roles like hers evolve to include member engagement, still should have someone overseeing the strategy and implementation of member engagement to ensure consistency and meeting expectations. :*Think more about how can suggest position to Sarah.... Other: *Leaving for vacation in Ireland shortly *Her mother lives in a town about an hour north of Dublin *Spouse, no kids (certainly no school-age kids) *CFAB Financial Literacy :*Will - still doing job search 7t49jczayw0r8pb2vkafdy6uil05vy5 577 576 2024-05-24T04:54:33Z Michael 1 1 revision imported 576 wikitext text/x-wiki == 2017-08-23 == Breakfast as Trident Booksellers and Cafe Discussed her research projects and the projects underway at FCLT *Long-term earnings guidance *Dual-class shares (and other alternatives) *Manager terms for long-term investors *() Two additional projects to be announced next spring; two more in the fall *Completing eight projects will meet the goals of FCLT's initial 3-year? plan Project Selection *Nominations and input from all of their members *FCLT Team review and triage :*Selected out: ::*Topics others are doing ::*Topics outside of their skill set ::*Anything that is not '''evidence-based''' and '''actionable''' '''FCLT Organization''' *Person now being hired is the third research director. Ariel and () are both research directors *Yes, title is now a misnomer (even originally, the first Director of Research was a one-man show) *Job is different - more a research project manager *I mentioned the Director of Member Engagement position and conversation with Sarah about the organization and roles, idea that, even if roles like hers evolve to include member engagement, still should have someone overseeing the strategy and implementation of member engagement to ensure consistency and meeting expectations. :*Think more about how can suggest position to Sarah.... Other: *Leaving for vacation in Ireland shortly *Her mother lives in a town about an hour north of Dublin *Spouse, no kids (certainly no school-age kids) *CFAB Financial Literacy :*Will - still doing job search 7t49jczayw0r8pb2vkafdy6uil05vy5 0 305 578 2007-09-27T12:12:40Z Greis>Michael 0 New page: {{PHG|||CFA|CFA|CFA}} == CFO: Swaps and Ends == [http://www.cfo.com/article.cfm/9800641?f=alerts CFO.com 9/12/07] Charles Mulford and Eugene Comiskey at Georgia Tech research and publis... 578 wikitext text/x-wiki {{PHG|||CFA|CFA|CFA}} == CFO: Swaps and Ends == [http://www.cfo.com/article.cfm/9800641?f=alerts CFO.com 9/12/07] Charles Mulford and Eugene Comiskey at Georgia Tech research and publish on financial reporting (add links and references - also GA Tech Institute). They argue that interest rate swap terminations should be classified as operating cash flow. ---- [[Category:Derivative Instruments]] [[Category:Articles|Derivatives]] rezofmzfbkyjl5z15k7pdl71z7n7y4g 579 578 2024-05-24T04:54:33Z Michael 1 1 revision imported 578 wikitext text/x-wiki {{PHG|||CFA|CFA|CFA}} == CFO: Swaps and Ends == [http://www.cfo.com/article.cfm/9800641?f=alerts CFO.com 9/12/07] Charles Mulford and Eugene Comiskey at Georgia Tech research and publish on financial reporting (add links and references - also GA Tech Institute). They argue that interest rate swap terminations should be classified as operating cash flow. ---- [[Category:Derivative Instruments]] [[Category:Articles|Derivatives]] rezofmzfbkyjl5z15k7pdl71z7n7y4g 0 306 580 2007-09-27T13:02:43Z Greis>Michael 0 New page: {{PHG}} == [http://www.cfo.com/article.cfm/9826963?f=alerts CFO.com 9/19/07] Pro-environment and investor groups are using accounting rules to push the SEC to get tough on companies th... 580 wikitext text/x-wiki {{PHG}} == [http://www.cfo.com/article.cfm/9826963?f=alerts CFO.com 9/19/07] Pro-environment and investor groups are using accounting rules to push the SEC to get tough on companies that don't come clean about their pollution risks. ---- [[Category:Socially Responsible Investing]] [[Category:Financial Reporting]] 2a40xk3zma7dnqmxka672fyp6zex0dc 581 580 2024-05-24T04:54:33Z Michael 1 1 revision imported 580 wikitext text/x-wiki {{PHG}} == [http://www.cfo.com/article.cfm/9826963?f=alerts CFO.com 9/19/07] Pro-environment and investor groups are using accounting rules to push the SEC to get tough on companies that don't come clean about their pollution risks. ---- [[Category:Socially Responsible Investing]] [[Category:Financial Reporting]] 2a40xk3zma7dnqmxka672fyp6zex0dc 0 307 582 2016-03-30T16:11:36Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Acadian Asset Management|617 850-3380|ame..." 582 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Acadian Asset Management|617 850-3380|amehta@acadian-asset.com|Senior Vice President and Portfolio Manager|asha-mehta-cfa-1b525b}} *2016-03 - Introduced by [[Matt Lyberg]] of Acadian *2016-03-30 - Met to discuss SI *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Source and date ---- [[Category:People|Mehta]][[Category:People/Sustainable Investing|Mehta]] 107chnla6hwqw6eemho3hoo6004hn59 583 582 2024-05-24T04:54:33Z Michael 1 1 revision imported 582 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Acadian Asset Management|617 850-3380|amehta@acadian-asset.com|Senior Vice President and Portfolio Manager|asha-mehta-cfa-1b525b}} *2016-03 - Introduced by [[Matt Lyberg]] of Acadian *2016-03-30 - Met to discuss SI *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Source and date ---- [[Category:People|Mehta]][[Category:People/Sustainable Investing|Mehta]] 107chnla6hwqw6eemho3hoo6004hn59 0 308 584 2016-03-30T16:48:46Z Greis>Michael 0 584 wikitext text/x-wiki == 2016-03-30 == Overview: *Get to know Asha & Acadian better; share what I'm doing *Ideas and topics for 2016 SI *Engage more deeply with quant SI managers :*Alluded to Andreas' work - '''research possible follow-up''' History *At Acadian since 2007 *Acadian joined PRI in 2009 :*Easy decision - philosophically and because clients wanted them to join :*Looked into requirements and when saw that PRI was not prescriptive had no problems meeting criteria :*Acquired Director of Responsible Investing at that time Why this makes sense for quant managers & Acadian *Acadian already had a corruption factor in their models (coded by CIO John Chisolm) *ESG factors are built into their models, so integration is done ('''comparison between integration for fundamental and quant managers''' - possible event topics) :*Bottom up as well as top down parts of the process Not in favor of exclusions - don't believe they work and are hard to implement for quant *Looked at alcohol, tobacco and firearms - didn't work :*NB '''Follow-up''': Andreas' wages of sin paper? *MJG - agreed on blunt exclusions, but more nuanced may be different; Asha agreed Challenging to incorporate forward looking issues *Can't backtest them *Also means Acadian is less likely to be thematic That said, have backtested low-carbon tilt *No impact on return *That is a positive result - can tell clients interested in implementing this forward-looking factor (believe low-carbon will be lower risk/higher return in the future) that implementing it will not penalize them if the impact doesn't materialize, so they can bet on improved performance if it does. *'''Another possible session topic''' '''Materiality''' of factors is the key *Have looked as SASB - MJG impression is that interaction has not yet been significant PRI Assessment - works well for quants *Governance - great for them - committed *Integration - intrinsic to their process *Engagement - not good for them '''Engagement''' - Hard for Acadian to do *Don't expect to see impact of engagement within their '''1 - 2 year holding period''' *Difficult to implement in a model if decide should not invest in a specific company *Not a large enough investor (implicit - resources available to do engagement) *Acadian focuses on '''promoting transparency and disclosure''' *Also does some '''collaborative engagement''' :*MJG - supported this approach....several mid-size working together, etc. :*SSgA as large investment manager that does engagement - way to improve returns for clients on assets they must hold due to benchmarks, mandates, passive, etc. Very impressed with [[involved::George Serafeim]]'s research *"Impactful research" *Don't know how could replicate and use :*George has access to private data from companies (check how/where he does) :*George's data and research primarily US-focused - Acadian is a global manager Areas of interest: *PRI Landscape - *Feels behind when in Europe and Asia *Canada moving forward, but unevenly *US behind - *Growing interest in Japan '''Japan''' - discussion and follow-up; possible SI session with CFAI in Japan *'''GPTF''' (GPIF?) - on board - largest pension fund in world *'''Stewardship code''' - must acknowledge that ESG has an impact on performance and tell clients what you are doing about it :*Can't get business in Japan without meeting code '''Consultants''' - now on board *'''[[referenced::Mercer]]]''' and '''[[involved::NEPC]]''' all over ESG/SI Topics of interest: *How and what to benchmark *Engagement *Impact Investing (though not specifically applicable or Acadian/quant) *Integration & measurement '''Possible SI session topic''' - have fundamental and quant manager describe/dive deep into how each integrates a specific ESG factor/area '''Client Base interests''' - current or prospective clients *How much does it cost? (see previous on it doesn't cost) *'''Reporting''' - what reporting is most relevant and actionable for quants *Why bundle E,S&G? *What does an S-tilted portfolio look like? *Q: clients asking for ESG (sustainability) or specific interests in E, S or G? :*Both Follow-up *Asha will send me Japan report and her COP21 report on hold harmless *Andreas - Financial Data Science follow-up? Client drivers? '''Japan''' *Observed that this all fits with CEO and Founder - background as sales guy. I get that. nig7d32rgxxl3ruzkx1aohze9ibkxo0 585 584 2024-05-24T04:54:33Z Michael 1 1 revision imported 584 wikitext text/x-wiki == 2016-03-30 == Overview: *Get to know Asha & Acadian better; share what I'm doing *Ideas and topics for 2016 SI *Engage more deeply with quant SI managers :*Alluded to Andreas' work - '''research possible follow-up''' History *At Acadian since 2007 *Acadian joined PRI in 2009 :*Easy decision - philosophically and because clients wanted them to join :*Looked into requirements and when saw that PRI was not prescriptive had no problems meeting criteria :*Acquired Director of Responsible Investing at that time Why this makes sense for quant managers & Acadian *Acadian already had a corruption factor in their models (coded by CIO John Chisolm) *ESG factors are built into their models, so integration is done ('''comparison between integration for fundamental and quant managers''' - possible event topics) :*Bottom up as well as top down parts of the process Not in favor of exclusions - don't believe they work and are hard to implement for quant *Looked at alcohol, tobacco and firearms - didn't work :*NB '''Follow-up''': Andreas' wages of sin paper? *MJG - agreed on blunt exclusions, but more nuanced may be different; Asha agreed Challenging to incorporate forward looking issues *Can't backtest them *Also means Acadian is less likely to be thematic That said, have backtested low-carbon tilt *No impact on return *That is a positive result - can tell clients interested in implementing this forward-looking factor (believe low-carbon will be lower risk/higher return in the future) that implementing it will not penalize them if the impact doesn't materialize, so they can bet on improved performance if it does. *'''Another possible session topic''' '''Materiality''' of factors is the key *Have looked as SASB - MJG impression is that interaction has not yet been significant PRI Assessment - works well for quants *Governance - great for them - committed *Integration - intrinsic to their process *Engagement - not good for them '''Engagement''' - Hard for Acadian to do *Don't expect to see impact of engagement within their '''1 - 2 year holding period''' *Difficult to implement in a model if decide should not invest in a specific company *Not a large enough investor (implicit - resources available to do engagement) *Acadian focuses on '''promoting transparency and disclosure''' *Also does some '''collaborative engagement''' :*MJG - supported this approach....several mid-size working together, etc. :*SSgA as large investment manager that does engagement - way to improve returns for clients on assets they must hold due to benchmarks, mandates, passive, etc. Very impressed with [[involved::George Serafeim]]'s research *"Impactful research" *Don't know how could replicate and use :*George has access to private data from companies (check how/where he does) :*George's data and research primarily US-focused - Acadian is a global manager Areas of interest: *PRI Landscape - *Feels behind when in Europe and Asia *Canada moving forward, but unevenly *US behind - *Growing interest in Japan '''Japan''' - discussion and follow-up; possible SI session with CFAI in Japan *'''GPTF''' (GPIF?) - on board - largest pension fund in world *'''Stewardship code''' - must acknowledge that ESG has an impact on performance and tell clients what you are doing about it :*Can't get business in Japan without meeting code '''Consultants''' - now on board *'''[[referenced::Mercer]]]''' and '''[[involved::NEPC]]''' all over ESG/SI Topics of interest: *How and what to benchmark *Engagement *Impact Investing (though not specifically applicable or Acadian/quant) *Integration & measurement '''Possible SI session topic''' - have fundamental and quant manager describe/dive deep into how each integrates a specific ESG factor/area '''Client Base interests''' - current or prospective clients *How much does it cost? (see previous on it doesn't cost) *'''Reporting''' - what reporting is most relevant and actionable for quants *Why bundle E,S&G? *What does an S-tilted portfolio look like? *Q: clients asking for ESG (sustainability) or specific interests in E, S or G? :*Both Follow-up *Asha will send me Japan report and her COP21 report on hold harmless *Andreas - Financial Data Science follow-up? Client drivers? '''Japan''' *Observed that this all fits with CEO and Founder - background as sales guy. I get that. nig7d32rgxxl3ruzkx1aohze9ibkxo0 0 309 586 2008-06-11T19:30:12Z Greis>Michael 0 New page: {{PHG}} From BBJ 6/10/08: Aspect Medical Systems Inc. announced on Tuesday that it has repurchased about $10 million worth of its 2.5 percent convertible senior notes due in 2014. This ... 586 wikitext text/x-wiki {{PHG}} From BBJ 6/10/08: Aspect Medical Systems Inc. announced on Tuesday that it has repurchased about $10 million worth of its 2.5 percent convertible senior notes due in 2014. This comes a year after Norwood, Mass.-based Aspect issued $125 million of the 2.5 percent notes. About $115 million of those notes remain outstanding. As of March 29, Aspect said it had $111 million in cash and securities on hand. The transaction helps Aspect reduce future cash interest payments, and the company said it may buy back additional debt over time. Aspect makes brain monitoring technology. The company employs over 288 employees and reported nearly $2.3 million in net income in 2007, down from $37 million in net income the previous year. ---- [[Category:Needham]] [[Category:Career]] m8xc43blq6evkwvtlu3thfbqj76jcng 587 586 2024-05-24T04:54:34Z Michael 1 1 revision imported 586 wikitext text/x-wiki {{PHG}} From BBJ 6/10/08: Aspect Medical Systems Inc. announced on Tuesday that it has repurchased about $10 million worth of its 2.5 percent convertible senior notes due in 2014. This comes a year after Norwood, Mass.-based Aspect issued $125 million of the 2.5 percent notes. About $115 million of those notes remain outstanding. As of March 29, Aspect said it had $111 million in cash and securities on hand. The transaction helps Aspect reduce future cash interest payments, and the company said it may buy back additional debt over time. Aspect makes brain monitoring technology. The company employs over 288 employees and reported nearly $2.3 million in net income in 2007, down from $37 million in net income the previous year. ---- [[Category:Needham]] [[Category:Career]] m8xc43blq6evkwvtlu3thfbqj76jcng 0 310 588 2007-06-01T14:36:51Z Greis>Michael 0 [[Level II Reading 62]] moved to [[Asset-Backed Sector of the Bond Market]]: New scheme for naming CFA pages. 588 wikitext text/x-wiki {{CatPageHeader}} An asset-backed security is one backed by loans or receivables. The process of creating an asset-backed security is known as securitization. ---- == a. Illustrate the basic structural features of and parties to a securitization transaction == *'''Seller''' - entity that owns the asset (receivables, loans) to be securitized *'''Issuer''' or '''Trust''' - Special Purpose Vehicle ('''SPV''') buys the assets and issues the ABS *'''Services''' - Services the loans (collecting and distributing payments, recordkeeping, etc. ---- == b. Explain prepayment tranching and credit tranching == Asset-backed securities can be divided into distinct classes, known as tranches. When asset-backed loans are paid back faster or sooner than expected, the buyer of the ABS is disadvantaged because the price of the security was set based on a specific assumption for payback of the loans. Early payment can expose the security owner to interest rate risk. '''Prepayment tranching''' creates a tranche which absorbs the prepayments of the loan principal, thereby providing a shield for the other tranches from prepayment risk. '''Credit tranching''' creates a tranche that absorbs the defaults in the loans comprising/backing the security. This increases - '''credit enhances''' - the remaining tranches. Note that the other tranches can still be exposed to both types of risk once their respective "shield" tranches are paid back (prepayment) or exhausted (credit). ---- == c. Distinguish between the payment structure and collateral structure of a securitization backed by amortizing assets and non-amortizing assets == *Amortizing assets **Payments consist of interest & scheduled principal **Can prepay **Collateral does not change - same loans over life of intstrument *Non-amortizing assets **No scheduled principal payments (before end of term) **Payments greater than interest due are applied to principal, though **Collateral can change - during initial '''lockout''' or '''revolving''' period, principal payments used to buy new loans ---- == d. Distinguish among the various types of external and internal credit enhancements == === External === * 3rd party - usually an insurance company, typically guarantees only a portion of the assets * bank letter or credit - less common * guarantte by seller of the assets - also less common (and raises questions about typical accounting treatment of securiziation, which serves to remove the assets from the issuer's books === Internal === * Reserve fund - either '''cash''', reserving part of profits or '''excess spread''' generated structurally by building a percentage spread into the security. If underlying securities pay 7.25% and .25% is used for servicing, then .50% is kept in a spread account and used to pay defaults * Overcollateralization - where the securities issued are less than the total collateral. Excess collateral covers defulats within the security * Senior-subordinate structure - credit tranching whereby the subordinate tranche absorbs the first defaults. Also note shifting interest (p.412 Fabozzi) ---- == f. describe a collateralized debt obligation ('''CDO''') and the different types (cash and synthetic) == A '''CDO''' is a security backed by a collection of other securities like corporate loans, MBS's, ABS's bank loans, distressed loans, etc. *'''cash''' CDO - backed by real debt instruments *'''synthetic''' CDO - provides exposure to real debt instruments through credit derivatives == g. distinguish among the primary motivations for creating a CDO == *'''balance-sheet CDO''' - move assets off the balance sheet *'''arbitrage CDO''' - capture spread between cost of borrowing against the collateral and the collateral == Structure of a synthetic CDO == '''Reference asset''' is the pool of loans against which the CDO is created/issued. Credit risk divided into senior and junior sections (typically 90%/10%). Securities issued ---- {{NavRequest|pn=CFA|pt=Back to CFA Pages Index}} [[Category:Structured Securities]] jvxw42zanmcyxrxvfppfjyrzj331afu 589 588 2024-05-24T04:54:34Z Michael 1 1 revision imported 588 wikitext text/x-wiki {{CatPageHeader}} An asset-backed security is one backed by loans or receivables. The process of creating an asset-backed security is known as securitization. ---- == a. Illustrate the basic structural features of and parties to a securitization transaction == *'''Seller''' - entity that owns the asset (receivables, loans) to be securitized *'''Issuer''' or '''Trust''' - Special Purpose Vehicle ('''SPV''') buys the assets and issues the ABS *'''Services''' - Services the loans (collecting and distributing payments, recordkeeping, etc. ---- == b. Explain prepayment tranching and credit tranching == Asset-backed securities can be divided into distinct classes, known as tranches. When asset-backed loans are paid back faster or sooner than expected, the buyer of the ABS is disadvantaged because the price of the security was set based on a specific assumption for payback of the loans. Early payment can expose the security owner to interest rate risk. '''Prepayment tranching''' creates a tranche which absorbs the prepayments of the loan principal, thereby providing a shield for the other tranches from prepayment risk. '''Credit tranching''' creates a tranche that absorbs the defaults in the loans comprising/backing the security. This increases - '''credit enhances''' - the remaining tranches. Note that the other tranches can still be exposed to both types of risk once their respective "shield" tranches are paid back (prepayment) or exhausted (credit). ---- == c. Distinguish between the payment structure and collateral structure of a securitization backed by amortizing assets and non-amortizing assets == *Amortizing assets **Payments consist of interest & scheduled principal **Can prepay **Collateral does not change - same loans over life of intstrument *Non-amortizing assets **No scheduled principal payments (before end of term) **Payments greater than interest due are applied to principal, though **Collateral can change - during initial '''lockout''' or '''revolving''' period, principal payments used to buy new loans ---- == d. Distinguish among the various types of external and internal credit enhancements == === External === * 3rd party - usually an insurance company, typically guarantees only a portion of the assets * bank letter or credit - less common * guarantte by seller of the assets - also less common (and raises questions about typical accounting treatment of securiziation, which serves to remove the assets from the issuer's books === Internal === * Reserve fund - either '''cash''', reserving part of profits or '''excess spread''' generated structurally by building a percentage spread into the security. If underlying securities pay 7.25% and .25% is used for servicing, then .50% is kept in a spread account and used to pay defaults * Overcollateralization - where the securities issued are less than the total collateral. Excess collateral covers defulats within the security * Senior-subordinate structure - credit tranching whereby the subordinate tranche absorbs the first defaults. Also note shifting interest (p.412 Fabozzi) ---- == f. describe a collateralized debt obligation ('''CDO''') and the different types (cash and synthetic) == A '''CDO''' is a security backed by a collection of other securities like corporate loans, MBS's, ABS's bank loans, distressed loans, etc. *'''cash''' CDO - backed by real debt instruments *'''synthetic''' CDO - provides exposure to real debt instruments through credit derivatives == g. distinguish among the primary motivations for creating a CDO == *'''balance-sheet CDO''' - move assets off the balance sheet *'''arbitrage CDO''' - capture spread between cost of borrowing against the collateral and the collateral == Structure of a synthetic CDO == '''Reference asset''' is the pool of loans against which the CDO is created/issued. Credit risk divided into senior and junior sections (typically 90%/10%). Securities issued ---- {{NavRequest|pn=CFA|pt=Back to CFA Pages Index}} [[Category:Structured Securities]] jvxw42zanmcyxrxvfppfjyrzj331afu 0 311 590 2009-05-26T18:46:34Z Greis>Michael 0 /* Diversification - Adding Asset Classes */ 590 wikitext text/x-wiki {{PHG|CFA#Portfolio Management|Portfolio Management||CFA}} '''Strategic Asset Allocation''' - Integrate investor's return objetive, risk tolerance and constraints with capital-market expectations to set targets for permitted asset classes :*Specifies exposure to systematic risk (rewarded risk) '''[[Asset Allocation/Tactical|Tactical Asset Allocation]]''' - Short-term adjustments to asset class weights in response to expected short-term relative performance differences === Approaches to Asset Allocation === *'''Asset/Liability Management''' (ALM)- model liabilities and adopt allocation to meet those liabilities (usually generates higher fixed income allocation) :Focus on '''net''' returns :*Cash flow matching (exact matching) :*Immunization (duration matching) *'''Asset Only''' (AO) - liabilities implicit in return requirement :Focus on '''absolute''' return ::Doesn't control risk as precisely or effectively :*Black-Litterman :*Mean Variance Optimization ''Dynamic'' assumes current period results & status affects choices in future periods, while ''static'' does not. Dynamic more costly (compute intensive), but preferred. === Quantifying Risk === *'''Risk adjusted expected return''' - <math> U_p = E(R_p) - .005R_A\sigma_p^2 </math> where: :<mathR_A</math> is investor's risk aversion :Units are '''percentages''' - e.g. 15, 8 *Level of volatility (sd) *'''Downside risk''' - shortfall, semivariance, target semivariance :*'''Roy's safety-first''' - shortfall risk measure. Sharpe ratio with threshhold level in place of Rf :::<math>\frac {E(R_p) - r_L}{\sigma_p}\,</math> ::Does not depend on a normal distribution of returns (using same conditions as for ''[[Chebyshev's Inequality]]'') === Criteria for Asset Classes === Asset classes should be: *Homogeneous - similar attributes, react similarly to market forces *Mutually exclusive *Diversifying *Non-market moving - (for very large investors or very small classes) Collectively, should encompass a preponderance of the world's wealth === Asset Classes === *Domestic Equity *Domestic Fixed-Income *International Equity :*Developed & Developing Markets *International Fixed-Income :*Developed & Developing Markets *Alternative Assets :*Real Estate :*Private Equity :*Commodities :*Natural Resources (Timber, etc.) :*Hedge Funds *Cash and Equivalents === Diversification - Adding Asset Classes === Can add an asset class '''A''' to an existing portfolio when the Sharpe ratio of the asset class is '''greater than''' Sharpe ratio of portfolio times correlation(P,A) :<math>\frac {E(R_a) - r_f}{\sigma_a} > \frac {E(R_p) - r_f}{\sigma_p} \rho_{a,p} </math> === Optimization === ==== Mean Variance Analysis ==== Plot expected return (Y) against standard deviation (X) :'''Minimum Variance Frontier''' - Curve plotting portfolios with the lowest standard deviation for a given level of expected return :'''Global Minimum Variance''' (GMV) - portfolio with the lowest standard deviation of all portfolios on the MVF :'''Efficient Frontier''' - All MVF portfolios where <math>E(r) \ge GMV </math> Given an efficient portfolio, use '''optimization''' to determine asset class weights for the portfolio ==== Mean Variance Optimization ==== '''Unconstrained Mean Variance Optimization''' (MVO) - sum of asset class weights = 1 :<u>Black Two-Fund Theorem</u> - Use linear combination of two given MV portfolios to find another with a specified return ::<math>r_{\mbox{target}} = r_1w + r_2(1-w) \!</math> ::<math>w = \frac {T - L}{H - L} </math> where ::*T - E(r) of target portfolio ::*H - E(r) of higher return corner portfolio ::*L - E(r) of lower return corner portfolio '''Constrained Mean Variance Optimization''' - excludes negative weights (short selling) :'''Corner Portfolios''' - Portfolios along efficient frontier where the weight of an asset class changes to/from zero (plus the GMV portfolio) ::Asset class weights for any other portfolio can be calculated as a linear combination of two portfolios <u>Process:</u> *Given desired portfolio E(r), select two bracketing corner portfolios *Calculate weights as above *Standard deviation - estimate via linear interpolation between SD of corner portfolios <u>Drawback</u> of MVO - highly sensitive to parameter estimates (esp. expected return) <u>Considerations</u>: *If tangency portfolio (highest Sharpe ratio) exceeds return requirements, can invest some in cash using CAL and reduce risk *If tangency portfolio doesn't meet return requirements, can use leverage (if allowed) boost return ==== Cash Equivalents and Capital Market Theory ==== Capital Market Theory uses a '''single-period''' perspective to develop CAPM, the Capital Allocation Line and the Capital Market Line *Given a single period, a risk-free investment has no deviation of returns, no correlation with other asset classes *The optimal portfolio in this environment is the '''tangency portfolio''' :*Highest Sharpe ratio *Assuming can borrow and lend at risk-free rate, '''capital allocation line''' runs from risk-free rate at SD = 0 (y axis) through tangency portfolio on MVF :*Investor can achieve: ::*higher returns/higher risk by '''borrowing''' cash to invest '''more''' in risky portfolio (leverage) or ::lower returns/lower risk by investing '''less''' in risky portfolio and '''loaning''' (investing) excess cash in risk-free asset *But, for many investors, leveraging on the CAL is impractical - restrictions against margin, liquidity needs *If tangency portfolio exceeds return objective, though, can combine with risk-free asset In a '''multi-period''' scenario, risk-free assets can vary in returns over time (SD > 0). :Some MVO optimziations therefore include cash equivalents in the optimization ==== Extensions to Mean Variance Optimization ==== Attempt to address MVO sensitivity to changes in inputs (returns) '''Resampled Mean Variance''' :Uses historical data to run simulations generating multiple portfolios :Generates '''resampled efficient portfolio''' by averaging weights across similarly ranked portfolios from mutiple simulation runs :Most asset classes will appear (since appearing once in a simulation guarantees inclusion when averaging) :Resulting '''resampled efficient frontier''' should be less sensitive to input differences :Concerns - no theoretical underpinning '''Black-Litterman''' - Overcomes MVO's sensitivity to parameter estimates :*Unconstrained - Start with global benchmark (market-value-weighted), Bayesian process to add investor insights :*Constrained - (most common) reverse engineers benchmark to get E(R) :Both produce diversified portfolios incorporating investor views on returns & strengths of those views :Unconstrained doesn't result in counterintuitive portfolios (large short positions) because begins with diversified portfolio '''Monte Carlo Simulation''' :Used for situations with significant cash flows in/out :Multi-period analysis - good for long horizons (MVO is single-period) :Good for scenario analysis - shows probability of outcomes, not just single return and risk number '''ALM''' - MVO incorporating liabilities, generates an efficient frontier for the surplus (assets - liabilities) :Y-axis can be ''funding ratio'' or ''expected surplus'' (which can be negative) :X-axis is standard deviation as in standard MVO :Allows investor to trade off risk for surplus :Often incorporates Monte Carlo simulation because of long time horizons '''Experience-based''' - typically used for individual investors, rule-of-thumb based :60-40 default start point, increase fixed income with increased risk aversion, increase stocks with longer horizon, 100% - age for equities === Implementation Choices === *Passive Investing :*Tracking portfolio of cash market securities :*Cash and a derivatives position in asset classes - long swap, long future :Active Investing :*Portfolio of cash market securities representing investor insights and skill :*Derivative position in asset class (commodity-like exposure) plus market-neutral long/short position incorporating investment insights :Semi-active investing :*Tracking portfolio of cash market securities with some under/overweighting and limited tracking risk :*Duration-managed cash position plus derivative position in asset classes '''Currency Risk Management''' *Hedge risk or not *Passive or active (incorporate views on currency returns) *See also currency pages === Individual Investors === Consider: *Human Capital - wealth derived from labor income and changing mix over time *Correlation of labor market income with financial asset returns *Longevity Risk :*Can't be eliminated with asset allocation :*Can be managed through return/risk tradeoff :*Can be addressed through '''annuitization''' Mortality risk usually addressed with a liquidity reserve and/or insurance. Otherwise generally not considered in asset allocation === Institutional Investors === ==== Defined Benefit Plans ==== *Constraints - Regulatory and Liquidity *Desired Characteristics :*ALM - Acceptable funding shortfall risk, pension surplus volatility and volatility of contributions :*AO - Allocation meeting return objective with lowest risk *Tax-exempt - pre-tax return is paramonunt *'''Inflation''' - if liabilities are '''not''' fixed in nominal terms (inflation adjusted) ==== Foundations and Endowments ==== *Intergenerational equity - spending needs today versus needs of future beneficiaries *Long time horizon *Higher returns to compensate for inflation risk ==== Insurance Companies ==== *Meet return objectives and balance the risk of the liabilities *Taxable - after-tax return is critical *Contractual liabilities to policyholders *ALM approach typical *Bond investments duration-matched to maturies *Equities and other asset classes to meet variable annuity liabilities (and increase returns) *'''Portfolio segmentation''' - create multiple portfolios customized to each line of business' liabilities ==== Banks ==== Portfolio must: *Manage balance sheet's overall interest rate risk *Manage liquidity *Produce income *Manage credit risk ---- Level III - Reading 25 [[Category:Portfolio Management]] tedd1dsq0kgh1f5d26rmvsek99vn4ye 591 590 2024-05-24T04:54:34Z Michael 1 1 revision imported 590 wikitext text/x-wiki {{PHG|CFA#Portfolio Management|Portfolio Management||CFA}} '''Strategic Asset Allocation''' - Integrate investor's return objetive, risk tolerance and constraints with capital-market expectations to set targets for permitted asset classes :*Specifies exposure to systematic risk (rewarded risk) '''[[Asset Allocation/Tactical|Tactical Asset Allocation]]''' - Short-term adjustments to asset class weights in response to expected short-term relative performance differences === Approaches to Asset Allocation === *'''Asset/Liability Management''' (ALM)- model liabilities and adopt allocation to meet those liabilities (usually generates higher fixed income allocation) :Focus on '''net''' returns :*Cash flow matching (exact matching) :*Immunization (duration matching) *'''Asset Only''' (AO) - liabilities implicit in return requirement :Focus on '''absolute''' return ::Doesn't control risk as precisely or effectively :*Black-Litterman :*Mean Variance Optimization ''Dynamic'' assumes current period results & status affects choices in future periods, while ''static'' does not. Dynamic more costly (compute intensive), but preferred. === Quantifying Risk === *'''Risk adjusted expected return''' - <math> U_p = E(R_p) - .005R_A\sigma_p^2 </math> where: :<mathR_A</math> is investor's risk aversion :Units are '''percentages''' - e.g. 15, 8 *Level of volatility (sd) *'''Downside risk''' - shortfall, semivariance, target semivariance :*'''Roy's safety-first''' - shortfall risk measure. Sharpe ratio with threshhold level in place of Rf :::<math>\frac {E(R_p) - r_L}{\sigma_p}\,</math> ::Does not depend on a normal distribution of returns (using same conditions as for ''[[Chebyshev's Inequality]]'') === Criteria for Asset Classes === Asset classes should be: *Homogeneous - similar attributes, react similarly to market forces *Mutually exclusive *Diversifying *Non-market moving - (for very large investors or very small classes) Collectively, should encompass a preponderance of the world's wealth === Asset Classes === *Domestic Equity *Domestic Fixed-Income *International Equity :*Developed & Developing Markets *International Fixed-Income :*Developed & Developing Markets *Alternative Assets :*Real Estate :*Private Equity :*Commodities :*Natural Resources (Timber, etc.) :*Hedge Funds *Cash and Equivalents === Diversification - Adding Asset Classes === Can add an asset class '''A''' to an existing portfolio when the Sharpe ratio of the asset class is '''greater than''' Sharpe ratio of portfolio times correlation(P,A) :<math>\frac {E(R_a) - r_f}{\sigma_a} > \frac {E(R_p) - r_f}{\sigma_p} \rho_{a,p} </math> === Optimization === ==== Mean Variance Analysis ==== Plot expected return (Y) against standard deviation (X) :'''Minimum Variance Frontier''' - Curve plotting portfolios with the lowest standard deviation for a given level of expected return :'''Global Minimum Variance''' (GMV) - portfolio with the lowest standard deviation of all portfolios on the MVF :'''Efficient Frontier''' - All MVF portfolios where <math>E(r) \ge GMV </math> Given an efficient portfolio, use '''optimization''' to determine asset class weights for the portfolio ==== Mean Variance Optimization ==== '''Unconstrained Mean Variance Optimization''' (MVO) - sum of asset class weights = 1 :<u>Black Two-Fund Theorem</u> - Use linear combination of two given MV portfolios to find another with a specified return ::<math>r_{\mbox{target}} = r_1w + r_2(1-w) \!</math> ::<math>w = \frac {T - L}{H - L} </math> where ::*T - E(r) of target portfolio ::*H - E(r) of higher return corner portfolio ::*L - E(r) of lower return corner portfolio '''Constrained Mean Variance Optimization''' - excludes negative weights (short selling) :'''Corner Portfolios''' - Portfolios along efficient frontier where the weight of an asset class changes to/from zero (plus the GMV portfolio) ::Asset class weights for any other portfolio can be calculated as a linear combination of two portfolios <u>Process:</u> *Given desired portfolio E(r), select two bracketing corner portfolios *Calculate weights as above *Standard deviation - estimate via linear interpolation between SD of corner portfolios <u>Drawback</u> of MVO - highly sensitive to parameter estimates (esp. expected return) <u>Considerations</u>: *If tangency portfolio (highest Sharpe ratio) exceeds return requirements, can invest some in cash using CAL and reduce risk *If tangency portfolio doesn't meet return requirements, can use leverage (if allowed) boost return ==== Cash Equivalents and Capital Market Theory ==== Capital Market Theory uses a '''single-period''' perspective to develop CAPM, the Capital Allocation Line and the Capital Market Line *Given a single period, a risk-free investment has no deviation of returns, no correlation with other asset classes *The optimal portfolio in this environment is the '''tangency portfolio''' :*Highest Sharpe ratio *Assuming can borrow and lend at risk-free rate, '''capital allocation line''' runs from risk-free rate at SD = 0 (y axis) through tangency portfolio on MVF :*Investor can achieve: ::*higher returns/higher risk by '''borrowing''' cash to invest '''more''' in risky portfolio (leverage) or ::lower returns/lower risk by investing '''less''' in risky portfolio and '''loaning''' (investing) excess cash in risk-free asset *But, for many investors, leveraging on the CAL is impractical - restrictions against margin, liquidity needs *If tangency portfolio exceeds return objective, though, can combine with risk-free asset In a '''multi-period''' scenario, risk-free assets can vary in returns over time (SD > 0). :Some MVO optimziations therefore include cash equivalents in the optimization ==== Extensions to Mean Variance Optimization ==== Attempt to address MVO sensitivity to changes in inputs (returns) '''Resampled Mean Variance''' :Uses historical data to run simulations generating multiple portfolios :Generates '''resampled efficient portfolio''' by averaging weights across similarly ranked portfolios from mutiple simulation runs :Most asset classes will appear (since appearing once in a simulation guarantees inclusion when averaging) :Resulting '''resampled efficient frontier''' should be less sensitive to input differences :Concerns - no theoretical underpinning '''Black-Litterman''' - Overcomes MVO's sensitivity to parameter estimates :*Unconstrained - Start with global benchmark (market-value-weighted), Bayesian process to add investor insights :*Constrained - (most common) reverse engineers benchmark to get E(R) :Both produce diversified portfolios incorporating investor views on returns & strengths of those views :Unconstrained doesn't result in counterintuitive portfolios (large short positions) because begins with diversified portfolio '''Monte Carlo Simulation''' :Used for situations with significant cash flows in/out :Multi-period analysis - good for long horizons (MVO is single-period) :Good for scenario analysis - shows probability of outcomes, not just single return and risk number '''ALM''' - MVO incorporating liabilities, generates an efficient frontier for the surplus (assets - liabilities) :Y-axis can be ''funding ratio'' or ''expected surplus'' (which can be negative) :X-axis is standard deviation as in standard MVO :Allows investor to trade off risk for surplus :Often incorporates Monte Carlo simulation because of long time horizons '''Experience-based''' - typically used for individual investors, rule-of-thumb based :60-40 default start point, increase fixed income with increased risk aversion, increase stocks with longer horizon, 100% - age for equities === Implementation Choices === *Passive Investing :*Tracking portfolio of cash market securities :*Cash and a derivatives position in asset classes - long swap, long future :Active Investing :*Portfolio of cash market securities representing investor insights and skill :*Derivative position in asset class (commodity-like exposure) plus market-neutral long/short position incorporating investment insights :Semi-active investing :*Tracking portfolio of cash market securities with some under/overweighting and limited tracking risk :*Duration-managed cash position plus derivative position in asset classes '''Currency Risk Management''' *Hedge risk or not *Passive or active (incorporate views on currency returns) *See also currency pages === Individual Investors === Consider: *Human Capital - wealth derived from labor income and changing mix over time *Correlation of labor market income with financial asset returns *Longevity Risk :*Can't be eliminated with asset allocation :*Can be managed through return/risk tradeoff :*Can be addressed through '''annuitization''' Mortality risk usually addressed with a liquidity reserve and/or insurance. Otherwise generally not considered in asset allocation === Institutional Investors === ==== Defined Benefit Plans ==== *Constraints - Regulatory and Liquidity *Desired Characteristics :*ALM - Acceptable funding shortfall risk, pension surplus volatility and volatility of contributions :*AO - Allocation meeting return objective with lowest risk *Tax-exempt - pre-tax return is paramonunt *'''Inflation''' - if liabilities are '''not''' fixed in nominal terms (inflation adjusted) ==== Foundations and Endowments ==== *Intergenerational equity - spending needs today versus needs of future beneficiaries *Long time horizon *Higher returns to compensate for inflation risk ==== Insurance Companies ==== *Meet return objectives and balance the risk of the liabilities *Taxable - after-tax return is critical *Contractual liabilities to policyholders *ALM approach typical *Bond investments duration-matched to maturies *Equities and other asset classes to meet variable annuity liabilities (and increase returns) *'''Portfolio segmentation''' - create multiple portfolios customized to each line of business' liabilities ==== Banks ==== Portfolio must: *Manage balance sheet's overall interest rate risk *Manage liquidity *Produce income *Manage credit risk ---- Level III - Reading 25 [[Category:Portfolio Management]] tedd1dsq0kgh1f5d26rmvsek99vn4ye 0 312 592 2009-05-26T16:55:37Z Greis>Michael 0 New page: TAA is active management at asset-class level - under/overweight classes to add value *Usually stands between strategic asset class divisions and within-class allocations *Can be done as ... 592 wikitext text/x-wiki TAA is active management at asset-class level - under/overweight classes to add value *Usually stands between strategic asset class divisions and within-class allocations *Can be done as '''overlay''' using derivatives to avoid interfering with within-class asset management *Usually based on short-term expectations and/or perceived disequilibrium conditions Principles: *Market Prices reflect available returns *Relative expected returns reflect relative risk perceptions *Markets are rational and mean reverting :*But deviations may persist in a regime change such as: ::*Changes in underlying risk of asset classes ::*Changes in central bank policy ::*Changes in expected inflation ::*Position in the business cycle Consider :'''risk''' - TAA may increase overall risk, tracking risk :'''cost''' - Transaction costs 5gui7ankd5ra7ecnz4q4krnpsqmspm0 593 592 2024-05-24T04:54:34Z Michael 1 1 revision imported 592 wikitext text/x-wiki TAA is active management at asset-class level - under/overweight classes to add value *Usually stands between strategic asset class divisions and within-class allocations *Can be done as '''overlay''' using derivatives to avoid interfering with within-class asset management *Usually based on short-term expectations and/or perceived disequilibrium conditions Principles: *Market Prices reflect available returns *Relative expected returns reflect relative risk perceptions *Markets are rational and mean reverting :*But deviations may persist in a regime change such as: ::*Changes in underlying risk of asset classes ::*Changes in central bank policy ::*Changes in expected inflation ::*Position in the business cycle Consider :'''risk''' - TAA may increase overall risk, tracking risk :'''cost''' - Transaction costs 5gui7ankd5ra7ecnz4q4krnpsqmspm0 0 313 594 2015-01-13T19:02:44Z Greis>Michael 0 594 wikitext text/x-wiki {{#subobject: | poTitle=Asset Allocation Considerations for Pension Insurance Funds | poAuthor=Christian Hertrich | poType=Book | poDate=2013 }} {{#ask: [[-Has subobject::{{FULLPAGENAME}}]] | mainlabel=- |?poTitle |?poAuthor |?poType |?poDate | headers=hide }} Asset Allocation Considerations for Pension Insurance Funds: Theoretical Analysis and Empirical Evidence<ref name="book"> {{cite book |last=Hertrich |first=Christian |coauthors= |title=Asset Allocation Considerations for Pension Insurance Funds |origdate= |origyear= |origmonth= |url=http://www.springer.com/springer+gabler/finanzdienstleistungen/book/978-3-658-02166-5 |format=Hardcover |accessdate= |accessyear= |accessmonth= |edition= |series= |date=April 24, 2013 |year= |month= |publisher=SpringerGabler |location= |language= |isbn=978-3-658-02166-5 |oclc= |doi=10.1007/978-3-658-02167-2 |id= |pages= |chapter= |chapterurl= |quote= }} </ref> Dissertation by Author at the University of Stuttgart. '''Chapter 3 - SRIs and Alternative Investments''' - Expanding the Efficient Frontier?, pp. 78-133 for Sustainable Investments. *From the summary (p. 130) :*"most recent empirical studies suggest that SRI (sustainable) assets generate returns that are as good as those achieved by conventional asset classes" :*"We have provided evidence from existing academic studies that the in-line or outperformance of SRI strategies do not apply exclusively to equities, but also corporate and government bonds" '''[[Media:Hertlich Bibliography 978-3-658-02167-2.pdf|Bibliography]] ---- Publication information: <references/> [[Category:Book|Asset Allocation]] gpleczy6atpfai7lg14syda0kq92em3 595 594 2024-05-24T04:54:34Z Michael 1 1 revision imported 594 wikitext text/x-wiki {{#subobject: | poTitle=Asset Allocation Considerations for Pension Insurance Funds | poAuthor=Christian Hertrich | poType=Book | poDate=2013 }} {{#ask: [[-Has subobject::{{FULLPAGENAME}}]] | mainlabel=- |?poTitle |?poAuthor |?poType |?poDate | headers=hide }} Asset Allocation Considerations for Pension Insurance Funds: Theoretical Analysis and Empirical Evidence<ref name="book"> {{cite book |last=Hertrich |first=Christian |coauthors= |title=Asset Allocation Considerations for Pension Insurance Funds |origdate= |origyear= |origmonth= |url=http://www.springer.com/springer+gabler/finanzdienstleistungen/book/978-3-658-02166-5 |format=Hardcover |accessdate= |accessyear= |accessmonth= |edition= |series= |date=April 24, 2013 |year= |month= |publisher=SpringerGabler |location= |language= |isbn=978-3-658-02166-5 |oclc= |doi=10.1007/978-3-658-02167-2 |id= |pages= |chapter= |chapterurl= |quote= }} </ref> Dissertation by Author at the University of Stuttgart. '''Chapter 3 - SRIs and Alternative Investments''' - Expanding the Efficient Frontier?, pp. 78-133 for Sustainable Investments. *From the summary (p. 130) :*"most recent empirical studies suggest that SRI (sustainable) assets generate returns that are as good as those achieved by conventional asset classes" :*"We have provided evidence from existing academic studies that the in-line or outperformance of SRI strategies do not apply exclusively to equities, but also corporate and government bonds" '''[[Media:Hertlich Bibliography 978-3-658-02167-2.pdf|Bibliography]] ---- Publication information: <references/> [[Category:Book|Asset Allocation]] gpleczy6atpfai7lg14syda0kq92em3 0 314 596 2017-02-23T18:34:38Z Greis>Michael 0 /* Add project activity */ 596 wikitext text/x-wiki == Create new project == <inputbox> type=create default= buttonlabel=Create New Project preload=NewProject </inputbox> == Add project activity == <center>Activity pages are often set up as subpages of the project (''ProjectName/activity_description''), but that is '''not''' required.</center> <inputbox> type=create default= buttonlabel=Create Project Activity record preload=ProjectActivityBlankTemplate </inputbox> == Add person == <center>Also available on [[People]] page</center> <inputbox> type=create default= buttonlabel=Create person preload=People/Blank_Template </inputbox> == Add Company or Organization == <center>Also available on [[Companies]] page</center> <inputbox> type=create default= buttonlabel=Create Company preload=Companies/Blank_Template </inputbox> 2legn8cjin67axqkayknsflf2yaguxj 597 596 2024-05-24T04:54:34Z Michael 1 1 revision imported 596 wikitext text/x-wiki == Create new project == <inputbox> type=create default= buttonlabel=Create New Project preload=NewProject </inputbox> == Add project activity == <center>Activity pages are often set up as subpages of the project (''ProjectName/activity_description''), but that is '''not''' required.</center> <inputbox> type=create default= buttonlabel=Create Project Activity record preload=ProjectActivityBlankTemplate </inputbox> == Add person == <center>Also available on [[People]] page</center> <inputbox> type=create default= buttonlabel=Create person preload=People/Blank_Template </inputbox> == Add Company or Organization == <center>Also available on [[Companies]] page</center> <inputbox> type=create default= buttonlabel=Create Company preload=Companies/Blank_Template </inputbox> 2legn8cjin67axqkayknsflf2yaguxj 0 315 598 2016-11-07T15:07:08Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.athenacapital.com Athena Capital Advisors] LLC is a pri..." 598 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.athenacapital.com Athena Capital Advisors] LLC is a privately owned, independent Registered Investment Advisor (RIA) that provides customized investment solutions to private clients as well as foundations and endowments. {{Organizational Connections}} ---- [[Category:Companies]] r13n161doz8sq1elfdn6jy3h8r80oze 599 598 2024-05-24T04:54:34Z Michael 1 1 revision imported 598 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.athenacapital.com Athena Capital Advisors] LLC is a privately owned, independent Registered Investment Advisor (RIA) that provides customized investment solutions to private clients as well as foundations and endowments. {{Organizational Connections}} ---- [[Category:Companies]] r13n161doz8sq1elfdn6jy3h8r80oze 0 316 600 2016-11-07T15:09:37Z Greis>Michael 0 600 wikitext text/x-wiki == 2016-11 == Athena Capital Advisors LLC (Athena) is pleased to announce that [[William McCalpin]] has joined the firm as Managing Partner, Impact Investments. == 2016-10 == Hiring [https://jobline.cfainstitute.org/jobs/8503407/impact-research-analyst-for-investment-advisor Impact Investment Analyst] m88us6nlyovo4xlsa7mljkp0o82simx 601 600 2024-05-24T04:54:34Z Michael 1 1 revision imported 600 wikitext text/x-wiki == 2016-11 == Athena Capital Advisors LLC (Athena) is pleased to announce that [[William McCalpin]] has joined the firm as Managing Partner, Impact Investments. == 2016-10 == Hiring [https://jobline.cfainstitute.org/jobs/8503407/impact-research-analyst-for-investment-advisor Impact Investment Analyst] m88us6nlyovo4xlsa7mljkp0o82simx 0 317 602 2017-02-23T19:56:05Z Greis>Michael 0 602 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.auditanalytics.com/ Audit Analytics] is the business and brand name for the on-line public company intelligence service provided by '''[http://www.ivesinc.com The Ives Group], a leading independent research provider focused on the accounting, insurance, regulatory, legal and investment communities. *Audit Analytics was a sponsor of the 2015? SI Seminar *They sponsored a table at the 2017 Market Dinner with Ben Bernanke :*I was their guest :*Met and had good conversation with their HR director, (). Key Personnel: *'''Mark Cheffers''' - CEO and Founder *'''Michael No____rden''' - COO *'''Joseph Cyr''' - CMO (CSMO?) *'''Patrick Mark___?''' - CTO {{Organizational Connections}} ---- [[Category:Companies/Information Providers]] cx9xq84w0azge4vhig9qcbfi9t83o4q 603 602 2024-05-24T04:54:35Z Michael 1 1 revision imported 602 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.auditanalytics.com/ Audit Analytics] is the business and brand name for the on-line public company intelligence service provided by '''[http://www.ivesinc.com The Ives Group], a leading independent research provider focused on the accounting, insurance, regulatory, legal and investment communities. *Audit Analytics was a sponsor of the 2015? SI Seminar *They sponsored a table at the 2017 Market Dinner with Ben Bernanke :*I was their guest :*Met and had good conversation with their HR director, (). Key Personnel: *'''Mark Cheffers''' - CEO and Founder *'''Michael No____rden''' - COO *'''Joseph Cyr''' - CMO (CSMO?) *'''Patrick Mark___?''' - CTO {{Organizational Connections}} ---- [[Category:Companies/Information Providers]] cx9xq84w0azge4vhig9qcbfi9t83o4q 0 318 604 2014-12-12T19:06:07Z Greis>Michael 0 604 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Morgan Stanley|000 000-0000|audrey.choi@morganstanley.com|Head of Global Sustainable Finance}} *Referred by [[introduced by::Luther Ragin]] *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === [http://www.weforum.org/global-agenda-councils/audrey-choi WEF bio] *Graduate, [[alumnus of::Harvard]] College and Harvard Business School. *Formerly in the Clinton Administration as Chief of Staff, White House Council of Economic Advisers, Domestic Policy Adviser to the Vice-President, and in senior policy positions at Commerce and the FCC; *Formerly Bureau Chief and Foreign Correspondent, The [[worked for::Wall Street Journal]], covering German reunification and European industry. *Currently, Head of Global Sustainable Finance, Morgan Stanley. Leads the firm's work in impact investing, community development and sustainability. *Recently appointed to the US Community Development Advisory Board by President Obama. On numerous national non-profit boards. ---- [[Category:People]] 9716m27omiql8kimrgsnwrnzihjamgn 605 604 2024-05-24T04:54:35Z Michael 1 1 revision imported 604 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Morgan Stanley|000 000-0000|audrey.choi@morganstanley.com|Head of Global Sustainable Finance}} *Referred by [[introduced by::Luther Ragin]] *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === [http://www.weforum.org/global-agenda-councils/audrey-choi WEF bio] *Graduate, [[alumnus of::Harvard]] College and Harvard Business School. *Formerly in the Clinton Administration as Chief of Staff, White House Council of Economic Advisers, Domestic Policy Adviser to the Vice-President, and in senior policy positions at Commerce and the FCC; *Formerly Bureau Chief and Foreign Correspondent, The [[worked for::Wall Street Journal]], covering German reunification and European industry. *Currently, Head of Global Sustainable Finance, Morgan Stanley. Leads the firm's work in impact investing, community development and sustainability. *Recently appointed to the US Community Development Advisory Board by President Obama. On numerous national non-profit boards. ---- [[Category:People]] 9716m27omiql8kimrgsnwrnzihjamgn 0 319 606 2015-01-12T21:01:50Z Greis>Michael 0 606 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Fiduciary Trust|617 574-3400|ashapard@fiduciary-trust.com|President and CEO|221474984}} *Referenced by [[introduced by::Molly Karlson]] in conversation at SI 2014 seminar. Austin is new CEO at Fiduciary, interested in/open to sustainable investing. *Yale '93 (Davenport) *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Fiduciary Trust [http://www.fiduciary-trust.com/professionals/ web site] {{color||2015-01-12}} Austin V. Shapard joined Fiduciary Trust in 2014 as President & CEO. Prior to joining Fiduciary, he held several senior leadership positions at [[worked for::Rockefeller & Co.]], the global wealth management firm, including President & COO and Vice Chairman & Managing Director. Before Rockefeller & Co., Mr. Shapard was an Associate Principal at [[worked for::McKinsey]] & Co. within its financial institutions group. Mr. Shapard holds a B.A. in history from [[alumnus of::Yale College]] and a MBA in Finance and Entrepreneurial Management from the [[alumnus of::Wharton School]] at the University of Pennsylvania. He is a Director of the [[is on board of::Anthony Trust Association]] and the [[is on board of::Provident Loan Society]]. ---- [[Category:People/Finance]] mo5rbog0deu248l8ge73537q6rwqrn1 607 606 2024-05-24T04:54:35Z Michael 1 1 revision imported 606 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Fiduciary Trust|617 574-3400|ashapard@fiduciary-trust.com|President and CEO|221474984}} *Referenced by [[introduced by::Molly Karlson]] in conversation at SI 2014 seminar. Austin is new CEO at Fiduciary, interested in/open to sustainable investing. *Yale '93 (Davenport) *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Fiduciary Trust [http://www.fiduciary-trust.com/professionals/ web site] {{color||2015-01-12}} Austin V. Shapard joined Fiduciary Trust in 2014 as President & CEO. Prior to joining Fiduciary, he held several senior leadership positions at [[worked for::Rockefeller & Co.]], the global wealth management firm, including President & COO and Vice Chairman & Managing Director. Before Rockefeller & Co., Mr. Shapard was an Associate Principal at [[worked for::McKinsey]] & Co. within its financial institutions group. Mr. Shapard holds a B.A. in history from [[alumnus of::Yale College]] and a MBA in Finance and Entrepreneurial Management from the [[alumnus of::Wharton School]] at the University of Pennsylvania. He is a Director of the [[is on board of::Anthony Trust Association]] and the [[is on board of::Provident Loan Society]]. ---- [[Category:People/Finance]] mo5rbog0deu248l8ge73537q6rwqrn1 0 320 608 2015-02-27T23:57:38Z Greis>Michael 0 608 wikitext text/x-wiki {{#subobject: | poTitle=Aviation is the Key to Reducing Climate Emissions | poAuthor=Robert Litterman | poType=Magazine Article | poType=Web Article | poDate=2015-01-27 | poFormat=Web }} {{ShowPubSubObjectData}} This [[activity type::Magazine Article]] was published in [[entity of::Ensia]] 2012 [http://awsassets.panda.org/downloads/aviation_main_report_web_simple.pdf WWF report] (referenced & linked in the article) <!-- Enter filename if uploaded or a title/text description if not --> Aviation is the key to reducing climate emissions<ref name="RefName"> {{cite journal |date=2015-01-27 |title=Aviation is the key to reducing climate emissions |journal=Ensia |volume=Voices |issue= |pages= |url=http://ensia.com/voices/aviation-is-the-key-to-reducing-climate-emissions/ }} </ref> ---- References: <references/> <!-- Select appropriate category and delete others --> [[Category:Audio]] [[Category:Book]] [[Category:Journal Article]] [[Category:Magazine Article]] [[Category:Newspaper Article]] [[Category:Web Article]] [[Category:Video]] [[Category:Webinar]] [[Category:White Paper]] 6al13872v3ifslcvsfpfmud309x8jgj 609 608 2024-05-24T04:54:35Z Michael 1 1 revision imported 608 wikitext text/x-wiki {{#subobject: | poTitle=Aviation is the Key to Reducing Climate Emissions | poAuthor=Robert Litterman | poType=Magazine Article | poType=Web Article | poDate=2015-01-27 | poFormat=Web }} {{ShowPubSubObjectData}} This [[activity type::Magazine Article]] was published in [[entity of::Ensia]] 2012 [http://awsassets.panda.org/downloads/aviation_main_report_web_simple.pdf WWF report] (referenced & linked in the article) <!-- Enter filename if uploaded or a title/text description if not --> Aviation is the key to reducing climate emissions<ref name="RefName"> {{cite journal |date=2015-01-27 |title=Aviation is the key to reducing climate emissions |journal=Ensia |volume=Voices |issue= |pages= |url=http://ensia.com/voices/aviation-is-the-key-to-reducing-climate-emissions/ }} </ref> ---- References: <references/> <!-- Select appropriate category and delete others --> [[Category:Audio]] [[Category:Book]] [[Category:Journal Article]] [[Category:Magazine Article]] [[Category:Newspaper Article]] [[Category:Web Article]] [[Category:Video]] [[Category:Webinar]] [[Category:White Paper]] 6al13872v3ifslcvsfpfmud309x8jgj 0 321 610 2014-04-23T17:14:24Z Greis>Michael 0 610 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> '''Boston Area Sustainable Investment Consortium''' *[http://www.bostonsri.org BASIC] connects Boston-area SRI professionals via educational, social, and networking activities {{Organizational Connections}} ---- [[Category:Associations]] fuax20symbjq0jzjpwjibff0crgvyo5 611 610 2024-05-24T04:54:35Z Michael 1 1 revision imported 610 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> '''Boston Area Sustainable Investment Consortium''' *[http://www.bostonsri.org BASIC] connects Boston-area SRI professionals via educational, social, and networking activities {{Organizational Connections}} ---- [[Category:Associations]] fuax20symbjq0jzjpwjibff0crgvyo5 0 322 612 2016-01-08T22:43:23Z Greis>Michael 0 /* Process */ 612 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|Project Work|}} Projects and topics for BASIC as a member of the BASIC Management team. == Organization == Seek to formalize BASIC's legal and financial status by creating a Massachusetts not-for-profit corporation. '''Statement of Corporate Purpose''' to include in Articles of Organization: Subject to the above limitations, the corporation's purpose is to provide educational and networking opportunities for Sustainable, Responsible, and Impact (SRI) Investment professionals in the Boston and greater New England area, and to support those professionals in expanding the practice of Sustainable, Responsible and Impact Investing. The Corporation will also encourage and support the development of similar communities of practice in other cities and regions. === Process === Massachusetts not-for-profit corporations are created under the provisions of MGL 180 (Massachusetts General Laws Chapter 180). The process is straight-forward and low-cost. *Articles of Organization - created and filed with Secretary of State ($35). :*Choose an initial set of officers and directors - Mass Law requires a President, Treasurer and Clerk. ::*Suggest having the management team as the initial set of directors. :*Use language in the articles suitable for subsequent filing for federal 501(c)3 status. :*I will provide an example I'd use *Obtain Federal EIN (Employer Identification Number) ([https://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Apply-for-an-Employer-Identification-Number-%28EIN%29-Online online])(no cost) *Open a local bank account (lower cost, better service, supporting organizations that do work in our communities) :*For example, I would likely recommend Needham Bank. All their services are available online, so it really doesn't matter where our Treasurer is now or will be in the future. They provide business checking with no fees, online banking & bill payment, debit card and global ATM fee reimbursement. They're also a great organization. *Draft and vote on ByLaws for the organization :*Use an existing set that won't require much modification as a template. The ByLaws can be changed at any time by a vote of the Directors. *501(c)3 filing (online using form 1023-EZ, $400) :*Technically, we can be considered a tax-exempt organization without filing as long as our annual revenues are under $5,000, but I recommend going through the process. :*Simplifies and regularizes our status going forward :*Tax deductible donations to the organization :*We qualify to apply using Form 1023-EZ - expedited and simplified filing (3 pages, online) <u>Ongoing requirements:</u> *Annual meeting of corporation (directors) *Maintain financial records (de minimis, because none of our filings will require submitting financial information) *File Annual Report with Massachusetts Secretary of State (online, $10, 15 minutes) *Once have 501(c)3 status - File 990-N (postcard return) with IRS (online, no cost, 5 minutes) sf6l8khy1peulhqwg0z27oa8cjvbvb5 613 612 2024-05-24T04:54:35Z Michael 1 1 revision imported 612 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|Project Work|}} Projects and topics for BASIC as a member of the BASIC Management team. == Organization == Seek to formalize BASIC's legal and financial status by creating a Massachusetts not-for-profit corporation. '''Statement of Corporate Purpose''' to include in Articles of Organization: Subject to the above limitations, the corporation's purpose is to provide educational and networking opportunities for Sustainable, Responsible, and Impact (SRI) Investment professionals in the Boston and greater New England area, and to support those professionals in expanding the practice of Sustainable, Responsible and Impact Investing. The Corporation will also encourage and support the development of similar communities of practice in other cities and regions. === Process === Massachusetts not-for-profit corporations are created under the provisions of MGL 180 (Massachusetts General Laws Chapter 180). The process is straight-forward and low-cost. *Articles of Organization - created and filed with Secretary of State ($35). :*Choose an initial set of officers and directors - Mass Law requires a President, Treasurer and Clerk. ::*Suggest having the management team as the initial set of directors. :*Use language in the articles suitable for subsequent filing for federal 501(c)3 status. :*I will provide an example I'd use *Obtain Federal EIN (Employer Identification Number) ([https://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Apply-for-an-Employer-Identification-Number-%28EIN%29-Online online])(no cost) *Open a local bank account (lower cost, better service, supporting organizations that do work in our communities) :*For example, I would likely recommend Needham Bank. All their services are available online, so it really doesn't matter where our Treasurer is now or will be in the future. They provide business checking with no fees, online banking & bill payment, debit card and global ATM fee reimbursement. They're also a great organization. *Draft and vote on ByLaws for the organization :*Use an existing set that won't require much modification as a template. The ByLaws can be changed at any time by a vote of the Directors. *501(c)3 filing (online using form 1023-EZ, $400) :*Technically, we can be considered a tax-exempt organization without filing as long as our annual revenues are under $5,000, but I recommend going through the process. :*Simplifies and regularizes our status going forward :*Tax deductible donations to the organization :*We qualify to apply using Form 1023-EZ - expedited and simplified filing (3 pages, online) <u>Ongoing requirements:</u> *Annual meeting of corporation (directors) *Maintain financial records (de minimis, because none of our filings will require submitting financial information) *File Annual Report with Massachusetts Secretary of State (online, $10, 15 minutes) *Once have 501(c)3 status - File 990-N (postcard return) with IRS (online, no cost, 5 minutes) sf6l8khy1peulhqwg0z27oa8cjvbvb5 0 323 614 2017-04-30T19:49:58Z Greis>Michael 0 614 wikitext text/x-wiki {{color||2015-02-17}} - Confirmed [[event date::2015-03-11]] as new date. {{color||2015-01-23}} - Navjeet interested and willing to speak, but can't do 2015-03-12. Will look at alternate date or help with another speaker. {{color||2015-01}} - Reached out to Carolyn to explore possibility of a Nixon Peabody attorney or client to be event speaker. Want to connect the event to NP to provide benefit. Carolyn suggested I talked with [[contributed to::Ruth Silman]]. Ruth suggested [[is a member of::Navjeet Bal]] as a possible speaker. {{color||2014-11}} - Carolyn leaving Nixon Peabody to be at home with her young children. Nixon Peabody will still host the session, but we will have to find another speaker. {{color||2014-10}} - Working with [[is a member of::Leah Turino]] to deliver a [[entity of::BASIC]] event. Arranged for [[contributed to::Nixon Peabody]] to host and [contributed to::Carolyn Kaplan]] to present on the work she does to encourage the firm's attorneys in helping their clients become more sustainable. Scheduled for [[color||2015-03-12]]. == Session Description == '''Bringing green bonds and social impact bonds to market in Massachusetts''' Green Bonds and Social Impact Bonds are experiencing rapid growth as investment opportunities that achieve social and environmental goals. While green bonds were pioneered by the World Bank and Social Impact bonds first appeared in the UK, Massachusetts has been a US pioneer in both instruments. Last year, the Commonwealth of Massachusetts issued the “first-in-the-nation” Green Bonds to finance energy saving and other environmentally friendly projects throughout the state. Previously, the Commonwealth financed social impact bonds focused on juvenile justice and chronic homelessness. Join BASIC on '''March 11th''' for an inside look at bringing these green and social impact bonds to market. '''Navjeet Bal''', of counsel at Nixon Peabody, has worked for over 20 years as a public finance bond counsel and served three years as Massachusetts Commissioner of Revenue. Navjeet will share with BASIC her experience of working with the public and private stakeholders involved in the successful launch of Massachusetts' green and social impact bonds. When: '''Wednesday, March 11th, 2015 at 5:30 pm''' <br/> Where: '''Nixon Peabody, 100 Summer St., Boston''' 6wzofaz3ljjau4dtcjd84r3o8vy5lm8 615 614 2024-05-24T04:54:35Z Michael 1 1 revision imported 614 wikitext text/x-wiki {{color||2015-02-17}} - Confirmed [[event date::2015-03-11]] as new date. {{color||2015-01-23}} - Navjeet interested and willing to speak, but can't do 2015-03-12. Will look at alternate date or help with another speaker. {{color||2015-01}} - Reached out to Carolyn to explore possibility of a Nixon Peabody attorney or client to be event speaker. Want to connect the event to NP to provide benefit. Carolyn suggested I talked with [[contributed to::Ruth Silman]]. Ruth suggested [[is a member of::Navjeet Bal]] as a possible speaker. {{color||2014-11}} - Carolyn leaving Nixon Peabody to be at home with her young children. Nixon Peabody will still host the session, but we will have to find another speaker. {{color||2014-10}} - Working with [[is a member of::Leah Turino]] to deliver a [[entity of::BASIC]] event. Arranged for [[contributed to::Nixon Peabody]] to host and [contributed to::Carolyn Kaplan]] to present on the work she does to encourage the firm's attorneys in helping their clients become more sustainable. Scheduled for [[color||2015-03-12]]. == Session Description == '''Bringing green bonds and social impact bonds to market in Massachusetts''' Green Bonds and Social Impact Bonds are experiencing rapid growth as investment opportunities that achieve social and environmental goals. While green bonds were pioneered by the World Bank and Social Impact bonds first appeared in the UK, Massachusetts has been a US pioneer in both instruments. Last year, the Commonwealth of Massachusetts issued the “first-in-the-nation” Green Bonds to finance energy saving and other environmentally friendly projects throughout the state. Previously, the Commonwealth financed social impact bonds focused on juvenile justice and chronic homelessness. Join BASIC on '''March 11th''' for an inside look at bringing these green and social impact bonds to market. '''Navjeet Bal''', of counsel at Nixon Peabody, has worked for over 20 years as a public finance bond counsel and served three years as Massachusetts Commissioner of Revenue. Navjeet will share with BASIC her experience of working with the public and private stakeholders involved in the successful launch of Massachusetts' green and social impact bonds. When: '''Wednesday, March 11th, 2015 at 5:30 pm''' <br/> Where: '''Nixon Peabody, 100 Summer St., Boston''' 6wzofaz3ljjau4dtcjd84r3o8vy5lm8 0 324 616 2014-05-09T17:56:12Z Greis>Michael 0 616 wikitext text/x-wiki {{color||2014-02}} - Working with [[is a member of::Terry Catchpole]] and [[is a member of::Leah Turino]] of [[entity of::BASIC]] to plan and schedule a presentation by [[is a member of::Florence Graves]] of her work on '''supply chain slavery''' and the general work of the [[is a member of::Brandeis University/Schuster Institute|Schuster Institute for Investigative Journalism]]. == Conference call 2014-05-09 == Schuster Institute - social justice issues *Programs usually done with/for a specific journalistic outlet Major programs: *Innocence project *Slavery project :*Supply Chain - two stories for Bloomberg Business Week ::*Tracing the supply chain of '''palm oil''' - estimated to be in about 1/2 of products in groceries and in personal care ::*Tracing the supply chain of '''fishing''' :*estimate 27 million worldwide :*Largest number are in "labor" - sex slavery not considered labor Palm oil slavery Were able to trace palm oil using '''Import Genius''' (had pro bono access) *Large amount to Cargill, who then sold it to others in US (P&G, etc.) *Known by State Department, others in US Objective - expose this, but also show connection of slavery to US consumers Did one on Korean-flagged ships in New Zealand waters *Palm Oil is a great case study *Fishing is one that's not as well known *MJG - these as examples of the larger question of slavery in the labor supply chain and sourcing of labor :*Much of the focus on topics like palm oil, etc. is on the environmental aspects, not labor and labor sourcing :*Much of labor supply chain discussion is on working conditions, factories, safety, etc. :*This can open up new areas for SI professionals to consider To-do: *Possible BASIC event in 1Q 2015 :*Terry and Leah will be looking at next year's schedule in the next month :*Will reach back out to Schuster at that time to talk about dates for a program *[[referenced::Green Century Funds]] :*BASIC and Schuster will connect with GCF to get feedback, talk about positioning and possible involvement with a program ---- i19ddacqk5dszgqsx1035cont4zmqi7 617 616 2024-05-24T04:54:35Z Michael 1 1 revision imported 616 wikitext text/x-wiki {{color||2014-02}} - Working with [[is a member of::Terry Catchpole]] and [[is a member of::Leah Turino]] of [[entity of::BASIC]] to plan and schedule a presentation by [[is a member of::Florence Graves]] of her work on '''supply chain slavery''' and the general work of the [[is a member of::Brandeis University/Schuster Institute|Schuster Institute for Investigative Journalism]]. == Conference call 2014-05-09 == Schuster Institute - social justice issues *Programs usually done with/for a specific journalistic outlet Major programs: *Innocence project *Slavery project :*Supply Chain - two stories for Bloomberg Business Week ::*Tracing the supply chain of '''palm oil''' - estimated to be in about 1/2 of products in groceries and in personal care ::*Tracing the supply chain of '''fishing''' :*estimate 27 million worldwide :*Largest number are in "labor" - sex slavery not considered labor Palm oil slavery Were able to trace palm oil using '''Import Genius''' (had pro bono access) *Large amount to Cargill, who then sold it to others in US (P&G, etc.) *Known by State Department, others in US Objective - expose this, but also show connection of slavery to US consumers Did one on Korean-flagged ships in New Zealand waters *Palm Oil is a great case study *Fishing is one that's not as well known *MJG - these as examples of the larger question of slavery in the labor supply chain and sourcing of labor :*Much of the focus on topics like palm oil, etc. is on the environmental aspects, not labor and labor sourcing :*Much of labor supply chain discussion is on working conditions, factories, safety, etc. :*This can open up new areas for SI professionals to consider To-do: *Possible BASIC event in 1Q 2015 :*Terry and Leah will be looking at next year's schedule in the next month :*Will reach back out to Schuster at that time to talk about dates for a program *[[referenced::Green Century Funds]] :*BASIC and Schuster will connect with GCF to get feedback, talk about positioning and possible involvement with a program ---- i19ddacqk5dszgqsx1035cont4zmqi7 0 325 618 2017-07-10T03:38:26Z Greis>Michael 0 618 wikitext text/x-wiki [[entity of::BASIC]] [[Activity type::committee]] - Joined BASIC management team '''June 2015''' [[project status::completed| ]] [[shortname::{{SUBPAGENAME}}| ]] *[http://www.bostonsri.org BASIC web site] *'''BASIC Programs Tracker''' spreadsheet == Create BASIC Event pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBASICEventTemplate buttonlabel=Create new BASIC Event planning page </inputbox> == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> <!-- Standard ProjectParentPage template not used because of customized lists of events (present and past) --> {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::project event]] [[activity date::>{{LOCALTIMESTAMP}}]] | ?# = None | ?shortname = | ?activity date#ISO = | format=template | template=QueryTemplateBody | introtemplate=QueryTemplateHeader | outrotemplate=QueryTemplateFooter | userparam = Upcoming Events }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::project work]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | userparam = Project Work }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::~*meeting]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | order = desc | userparam = Project Meetings }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::interview||conversation]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | userparam = Project Interviews, Conversations and Feedback }} {{#ask: [[resource for::{{PAGENAME}}]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | userparam = Resources }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::project event]] [[activity date::<{{LOCALTIMESTAMP}}]] | ?# = None | ?shortname = | ?activity date#ISO = | format=template | template=QueryTemplateBody | introtemplate=QueryTemplateHeader | outrotemplate=QueryTemplateFooter | userparam = Past Events }} 631h7rw82yph986142xa324a2f0jmcg 619 618 2024-05-24T04:54:35Z Michael 1 1 revision imported 618 wikitext text/x-wiki [[entity of::BASIC]] [[Activity type::committee]] - Joined BASIC management team '''June 2015''' [[project status::completed| ]] [[shortname::{{SUBPAGENAME}}| ]] *[http://www.bostonsri.org BASIC web site] *'''BASIC Programs Tracker''' spreadsheet == Create BASIC Event pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBASICEventTemplate buttonlabel=Create new BASIC Event planning page </inputbox> == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> <!-- Standard ProjectParentPage template not used because of customized lists of events (present and past) --> {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::project event]] [[activity date::>{{LOCALTIMESTAMP}}]] | ?# = None | ?shortname = | ?activity date#ISO = | format=template | template=QueryTemplateBody | introtemplate=QueryTemplateHeader | outrotemplate=QueryTemplateFooter | userparam = Upcoming Events }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::project work]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | userparam = Project Work }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::~*meeting]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | order = desc | userparam = Project Meetings }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::interview||conversation]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | userparam = Project Interviews, Conversations and Feedback }} {{#ask: [[resource for::{{PAGENAME}}]] | ?# = None | ?shortname = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = no | format = ul | columns = 1 | userparam = Resources }} {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::project event]] [[activity date::<{{LOCALTIMESTAMP}}]] | ?# = None | ?shortname = | ?activity date#ISO = | format=template | template=QueryTemplateBody | introtemplate=QueryTemplateHeader | outrotemplate=QueryTemplateFooter | userparam = Past Events }} 631h7rw82yph986142xa324a2f0jmcg 0 326 620 2015-06-12T18:59:58Z Greis>Michael 0 620 wikitext text/x-wiki {{ProjectSubPage|recurring meeting|}} Introductions of new team members *Andras :*Runs web design and development firm in Cambridge :* *Michael Rest of team *Alex Lamb - co-founder 2009 :*Excited by how the organization has developed *Carly Greenberg - :*Was an intern at KLD when Basic began :*Joined as Marketing Manager 2013; asked to be President this year :*Walden Asset Management *Christina :*Joined BASIC in 2013 :*Marketing :*First firm impact investing - ag, etc. for developing world :*Writing grants for student teams - early stage companies *Jed Sturman - co-founder 2009 :*Similar to Alex :*Historian & Treasurer :*Help as needed *() :*Membership :*Joined BASIC as member when moved from Toronto office to Boston in 2012 :*Really appreciated it :*Sustainalytics Update on Investing for Impact Event *Have been doing this for about five years *First Affirmative roadshow as "intro" for SRI in the Rockies *BASIC helps on the ground - each year, we have to do less and less organizationally *This year, we arranged two panels :*Alex - Impact Investing - Venture Capital, Real Assets and Project Debt :*Sarah - Unconventionals in the energy sector ::*Deep-water drilling, fracking, etc. ::*Panelists from Ceres, Sustainalytics, David Unger (Christian Science Monitor) ::*Will focus on investment opportunities and risks ::*Two have agreed to re-purpose the panel in the fall for BASIC Free for BASIC management team... Summer Social *Haven't heard back from Market yet *July 16th target date *Anything to change/add? :*Always been great *Nametags? :*I will do that *Follow-up with Leah if don't hear from her Web site re-design - Andras *Has begun working on re-design *Want to present draft to group by end of June *Re-launch by end of July *Will be in Europe August & September, but will be working *Wants to add new features in fall Ideas for new features: *Member area - login, payment Events Chair *Update? :*Educational Endowments event - great; moderator was very good. Room was small *Michael to get together with Leah Finance Chair *Endowment sits at $1,500 *Collect from affiliate members *Use for socials and technology :*About $300 for each *Run lean *Did brainstorming last call on acceptable/non-acceptable use of funds *We should talk about charging for events *My thoughts (unsaid): :*Would change the organization... :*How about a cash donation? Marketing Chair *Want to do posts - updates from events Alex - now Intentional Endowments board...can connect Membership Chair - Sarah *Will send 1st draft of e-mail to all (affiliate) members *Looking at list - uploaded last a year ago? *Jed - I have the list; will get it to her Michael - send a bio to Andras To-do: *Meet with Leah :*Calendar :*Nametags *Send bio to Andras nwfxi963c033un6qwu9fvak9k1ms9kz 621 620 2024-05-24T04:54:35Z Michael 1 1 revision imported 620 wikitext text/x-wiki {{ProjectSubPage|recurring meeting|}} Introductions of new team members *Andras :*Runs web design and development firm in Cambridge :* *Michael Rest of team *Alex Lamb - co-founder 2009 :*Excited by how the organization has developed *Carly Greenberg - :*Was an intern at KLD when Basic began :*Joined as Marketing Manager 2013; asked to be President this year :*Walden Asset Management *Christina :*Joined BASIC in 2013 :*Marketing :*First firm impact investing - ag, etc. for developing world :*Writing grants for student teams - early stage companies *Jed Sturman - co-founder 2009 :*Similar to Alex :*Historian & Treasurer :*Help as needed *() :*Membership :*Joined BASIC as member when moved from Toronto office to Boston in 2012 :*Really appreciated it :*Sustainalytics Update on Investing for Impact Event *Have been doing this for about five years *First Affirmative roadshow as "intro" for SRI in the Rockies *BASIC helps on the ground - each year, we have to do less and less organizationally *This year, we arranged two panels :*Alex - Impact Investing - Venture Capital, Real Assets and Project Debt :*Sarah - Unconventionals in the energy sector ::*Deep-water drilling, fracking, etc. ::*Panelists from Ceres, Sustainalytics, David Unger (Christian Science Monitor) ::*Will focus on investment opportunities and risks ::*Two have agreed to re-purpose the panel in the fall for BASIC Free for BASIC management team... Summer Social *Haven't heard back from Market yet *July 16th target date *Anything to change/add? :*Always been great *Nametags? :*I will do that *Follow-up with Leah if don't hear from her Web site re-design - Andras *Has begun working on re-design *Want to present draft to group by end of June *Re-launch by end of July *Will be in Europe August & September, but will be working *Wants to add new features in fall Ideas for new features: *Member area - login, payment Events Chair *Update? :*Educational Endowments event - great; moderator was very good. Room was small *Michael to get together with Leah Finance Chair *Endowment sits at $1,500 *Collect from affiliate members *Use for socials and technology :*About $300 for each *Run lean *Did brainstorming last call on acceptable/non-acceptable use of funds *We should talk about charging for events *My thoughts (unsaid): :*Would change the organization... :*How about a cash donation? Marketing Chair *Want to do posts - updates from events Alex - now Intentional Endowments board...can connect Membership Chair - Sarah *Will send 1st draft of e-mail to all (affiliate) members *Looking at list - uploaded last a year ago? *Jed - I have the list; will get it to her Michael - send a bio to Andras To-do: *Meet with Leah :*Calendar :*Nametags *Send bio to Andras nwfxi963c033un6qwu9fvak9k1ms9kz 0 327 622 2015-07-10T18:52:28Z Greis>Michael 0 622 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|recurring meeting|}} Participating: *Carly *Alex *Jed *Christina *Andras Summer Social *Confirmed for Market 2015-07-16 *Agree on cost and menu *Michael to call Madeline :*Say we want to place same order as previously - 4 items for about $300 :*If that's still valid (maybe be 1/2 plates)? :*If prices have gone way up, go with three items Technology Chair *Listserv - stay with current; perhaps move to individual messages? *Should meet target for early August rollout Membership Drive *Underway; about 8 received. *Set 7/31 deadline; Sarah & Carly will follow up. Events *October event - *September event - Shelly Alperin interested; will pass on contact *Graham Sinclair - interested (Sustainable Investing Consulting; own firm) in possibly doing an event *George Marshall - great speaker *Bob Gough - great speaker....(better than Mel) Process: *Keep past events on site *Internal planning summary Marketing *35 people signed up for Summer Social *Share the announcement on LinkedIn, Twitter *370 followers on Twitter (+25 since last month) *BASIC business cards made for Carly & Andras; will bring them for others August 14th for next call - so Sarah can participate *Christina no, but go ahead; she's not available on the 7th either *Carly will send invitation. 8pfbt3oi3piiwr3ltt49466c8v56nae 623 622 2024-05-24T04:54:35Z Michael 1 1 revision imported 622 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|recurring meeting|}} Participating: *Carly *Alex *Jed *Christina *Andras Summer Social *Confirmed for Market 2015-07-16 *Agree on cost and menu *Michael to call Madeline :*Say we want to place same order as previously - 4 items for about $300 :*If that's still valid (maybe be 1/2 plates)? :*If prices have gone way up, go with three items Technology Chair *Listserv - stay with current; perhaps move to individual messages? *Should meet target for early August rollout Membership Drive *Underway; about 8 received. *Set 7/31 deadline; Sarah & Carly will follow up. Events *October event - *September event - Shelly Alperin interested; will pass on contact *Graham Sinclair - interested (Sustainable Investing Consulting; own firm) in possibly doing an event *George Marshall - great speaker *Bob Gough - great speaker....(better than Mel) Process: *Keep past events on site *Internal planning summary Marketing *35 people signed up for Summer Social *Share the announcement on LinkedIn, Twitter *370 followers on Twitter (+25 since last month) *BASIC business cards made for Carly & Andras; will bring them for others August 14th for next call - so Sarah can participate *Christina no, but go ahead; she's not available on the 7th either *Carly will send invitation. 8pfbt3oi3piiwr3ltt49466c8v56nae 0 328 624 2015-09-17T15:03:31Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} '''Agenda:''' *Update on upcoming Septembe..." 624 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} '''Agenda:''' *Update on upcoming September event on LGBT (Michael & Christina) :*(see below) *Feedback from Website launch (Andras) *Alerting list serve to changes in SRI events page (Michael) *Blog Discussion (Christina and Carly) *Chair report :*Events :*Finance :*Marketing :*Membership ::*Trillium? :*Technology '''Questions/Discussion Items''' *Alerting list serve to changes in SRI events page :*Suggest occasional updates with link :*Reminder and encouragement to members to visit the events pages :*Also to suggest items? *ListServ - HTML format? *Past Events - BASIC events only? *Schedule for announcing events & sending out reminders :*Suggest early announce so that always have a BASIC event in the pipeline ::*Image & Impact :*Several reminders needed bkozep372vsr4pnkwrtqfag6shhegj7 625 624 2024-05-24T04:54:35Z Michael 1 1 revision imported 624 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} '''Agenda:''' *Update on upcoming September event on LGBT (Michael & Christina) :*(see below) *Feedback from Website launch (Andras) *Alerting list serve to changes in SRI events page (Michael) *Blog Discussion (Christina and Carly) *Chair report :*Events :*Finance :*Marketing :*Membership ::*Trillium? :*Technology '''Questions/Discussion Items''' *Alerting list serve to changes in SRI events page :*Suggest occasional updates with link :*Reminder and encouragement to members to visit the events pages :*Also to suggest items? *ListServ - HTML format? *Past Events - BASIC events only? *Schedule for announcing events & sending out reminders :*Suggest early announce so that always have a BASIC event in the pipeline ::*Image & Impact :*Several reminders needed bkozep372vsr4pnkwrtqfag6shhegj7 0 329 626 2015-12-01T17:30:16Z Greis>Michael 0 626 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} === MJG Comments on BASIC New York === Sent 2015-11-24 My apologies for being the last one to weigh in on the NYBASIC discussion. Carly was able to answer a couple of questions I had yesterday. I fully support the collaboration to establish a NY BASIC chapter. I also support the one-time expenditure of funds for startup, but would prefer that be in the form of a bridge loan that can be repaid once the organization signs up affiliates. We can always forgive part or all of it as seems appropriate. '''Observations/suggestions:''' *Codify the understanding that Jed and Sonal develop on the organization's structure, relationship with us, and our mutual expectations for collaboration in an MOU (Memorandum of Understanding). This needn't be overly formal or complex, but having it will ensure that we can reference how we work together as time goes by and people change. *I would strongly press for New York BASIC as the name of the organization. The surest way to position and communicate what we're doing together is to have that commonality of name. It encourages us to think collaboratively going forward. (Carly mentioned that Andras would work with them on their site and on their visual image. That's a great idea as well) :*I think the BASIC name is well enough established that the "B" is not a problem. And let's face it, NASIC sounds like an allergy medicine, NYASIC is unprounceable; looking forward, SFASIC is hopeless and LAASIC sounds like eye surgery..... :*Going forward, we may even want to consider using "Boston BASIC" in our branding....that's a longer conversation, though. :-) *Centralized leadership - We don't need the burden of fully centralized leadership. However, we should have a connection at the leadership level from the start (it's hard to do later). :*Possibilities include having a member of our management team on the NY management team for an initial period, followed by an exchange of "observers", where someone from each management team sits in on some of the other team's calls. *Helping build the organization - I have an ongoing relationship and BSAS collaboration with the NYSSA SRI committee. (NYSSA is the NY Society of Security Analysts. BSAS is the CFA Society in Boston and NYSSA is the CFA society in NY.) They would be a great resource to help build the NY BASIC organization. I'm happy to reach out to them whenever the time is right. Just my thoughts; I'd welcome your reactions and feedback, since I couldn't be part of the initial discussion. == Meeting Notes == From Carly 11/13 Apologies it took so long to send these minutes. Michael and Sarah, please pay particular attention to the first part of the minutes as this agenda item require unanimous support from all the BASIC managers. Please read through and then weigh in on whether you support this or not. You are also welcome to call me or message the group if you have any questions. The 5 managers who were on the call at the time of this discussion have all approved. Please note, in addition to our next call on December 4th, we also hope to be able to get most of us together for an in person meeting on December 9th. Andras has generously offered to make us all yummy Hungarian food and host at his apartment in Cambridge. Would folks be able to make it to a lunch in Harvard Sq. or is there a preference to keep things closer to downtown? === BASIC New York === *Starting a New York chapter of BASIC has been in the works for several years now. Sonal Mahida said she has time in the coming months to focus on getting things off the ground. *Jed is wondering if BASIC Boston can help provide infrastructure and help them off the ground (roughly $300 – to pay for first year of listserv and domain). Previous management teams have approved this and now we are seeking re-approval. We want universal buy-in from BASIC;s management team by December 1st (when Jed will be talking to Sonal) *In support: Alex, Jed, Christina, Carly, Andras *Need responses from Sarah and Michael *Jed believes this is a nice extension for what we want to accomplish and will offer himself to support Sonal as she becomes the leader of BASIC – New York *Christina: will this be a complete replication of BASIC, will they have their own leadership :*Yes, the expectation would be that they would create their own management team. *How would the groups be affiliated? :*Implicit affiliation and relationship to go into the future, benefit from shared learning, economies of scale, etc. *Alex: could they pay the $300 back? :*Conceivably, could make it like a bridge loan. *McKenzie from ImpactAsset could also be interested in joining a BASIC NY leadership team. *Several folks on our list serve are from New York – so could send a blast via BASIC list and also US SIF to help promote the group *Will we have any type of centralized leadership? :*Something to hash out—we do not want to overly burden Boston group, so Jed has offered self to help and the hope is that they will grow a leadership team organically. :*However, there may be some need for a common connection in the future. It could make sense to have a centralized Sustainable Investment Consortium group to organize and provide council to Boston, NY, and other future groups. === USSIF Event on December 14th === Brown Bag Luncheon to discuss new ERISA guidance * Date and agenda are set, now we are just looking to find a good space to host the brown bag event. MG looking to see if can do it at Putnam. Alex is having lunch with George Putnam – will feel around to see if still has any affiliation *Impact Hub (on Milk St.) also has some interesting space *Fayerweather law firm—another possibility. *Alex and Sarah – looking to have reciprocal membership with SIF and keep building a relationship (be featured on each other’s websites, host a co-branded event at least once a year) === Winter Social === *MG will try to book Market for December 9th *WISE will have their event on the 10th === Recap from Impact Investing event === *Impact investing: NIB, WISE, BASIC – co-produced event *Full room (sold out) – 110 people *5 speakers on Impact Investing – one of our affiliates (Kendall Sustainable Infrastructure) was on the panel *Graham Sinclair was the moderator *Recommend we do more co-branded events (at least once a year) helps increase membership *Some folks who attended had not heard of BASIC before—and now they have. *Good to carve out more events about Impact Investing. *There has been some appetite to create another group for Impact Investing – we do not want another group to be created and Impact Investors fit nicely under our umbrella. *Impact is a part of SRI *Make sure we have a mix of items represented for future event programming. === Recap Inequality and Poverty Event === *70 RSVPs, ~40 people showed up (great interest and turnout) *Audience was really engaged in the topic. Majority of folks stayed 30mins beyond the hour that the event was supposed to end for Q&A *There is possibly more to do here for future events around the SDGs === Update on Marketing team === *We have found several bloggers *Event recap blogs have been successful. Did a blog for the LGBT event – good way to capitalize on the effort we are doing to put our events forward and improve our SEO. *CT wants to get a team of bloggers – so that we can have someone at each event to take turns attending events, take notes, and be responsible for creating blog content. *CT would then edit and post the blogs. *The bloggers would have a profile on the BASIC website as motivation and reward for their work/contribution. *Gateway for them to post other content. *Next step is to figure out how to manage the potential bloggers—CT will likely reach out to them when things slow down around the Thanksgiving *Would they have interest in reporting on other events? :*Possibly, want to get in rhythm with BASIC events first though. === Chair Updates === *'''Events Chair'' – January event will be review of COP 21 with folks from Ceres. :Lot of interest in Food Waste – David (Alex’s business partner’s organization Spoiler Alert is working on the issue and may be good to include on a panel) *'''Marketing Chair''' – 447 followers on Twitter (had 400 followers in Sept). :*Lot of engagement and interaction *'''Membership Chair''' :*GMO and Seaward – two organizations that Sarah has been speaking with locally that may be interested in becoming members. Seaward is more likely than GMO at this point. *'''Technology Chair''' :*Website up and running for a couple of months :*Working well :*Some feedback and support requests from members – has fixed them to the best of his abilities. :*Like to encourage folks to continue to send feedback :*Andras has a list of tasks and is catching up right now. :*Affiliate intranet is the first thing he is working on (projected to be done in the next few weeks), hoping it will include some sort of secure payment option for affiliates. :*Mobile site? no separate website, but our website should display properly on mobile phone. *'''Finance''' - $2560 in reserve 7fulfwqrg21fyw23xumamcjmy29x6ru 627 626 2024-05-24T04:54:35Z Michael 1 1 revision imported 626 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} === MJG Comments on BASIC New York === Sent 2015-11-24 My apologies for being the last one to weigh in on the NYBASIC discussion. Carly was able to answer a couple of questions I had yesterday. I fully support the collaboration to establish a NY BASIC chapter. I also support the one-time expenditure of funds for startup, but would prefer that be in the form of a bridge loan that can be repaid once the organization signs up affiliates. We can always forgive part or all of it as seems appropriate. '''Observations/suggestions:''' *Codify the understanding that Jed and Sonal develop on the organization's structure, relationship with us, and our mutual expectations for collaboration in an MOU (Memorandum of Understanding). This needn't be overly formal or complex, but having it will ensure that we can reference how we work together as time goes by and people change. *I would strongly press for New York BASIC as the name of the organization. The surest way to position and communicate what we're doing together is to have that commonality of name. It encourages us to think collaboratively going forward. (Carly mentioned that Andras would work with them on their site and on their visual image. That's a great idea as well) :*I think the BASIC name is well enough established that the "B" is not a problem. And let's face it, NASIC sounds like an allergy medicine, NYASIC is unprounceable; looking forward, SFASIC is hopeless and LAASIC sounds like eye surgery..... :*Going forward, we may even want to consider using "Boston BASIC" in our branding....that's a longer conversation, though. :-) *Centralized leadership - We don't need the burden of fully centralized leadership. However, we should have a connection at the leadership level from the start (it's hard to do later). :*Possibilities include having a member of our management team on the NY management team for an initial period, followed by an exchange of "observers", where someone from each management team sits in on some of the other team's calls. *Helping build the organization - I have an ongoing relationship and BSAS collaboration with the NYSSA SRI committee. (NYSSA is the NY Society of Security Analysts. BSAS is the CFA Society in Boston and NYSSA is the CFA society in NY.) They would be a great resource to help build the NY BASIC organization. I'm happy to reach out to them whenever the time is right. Just my thoughts; I'd welcome your reactions and feedback, since I couldn't be part of the initial discussion. == Meeting Notes == From Carly 11/13 Apologies it took so long to send these minutes. Michael and Sarah, please pay particular attention to the first part of the minutes as this agenda item require unanimous support from all the BASIC managers. Please read through and then weigh in on whether you support this or not. You are also welcome to call me or message the group if you have any questions. The 5 managers who were on the call at the time of this discussion have all approved. Please note, in addition to our next call on December 4th, we also hope to be able to get most of us together for an in person meeting on December 9th. Andras has generously offered to make us all yummy Hungarian food and host at his apartment in Cambridge. Would folks be able to make it to a lunch in Harvard Sq. or is there a preference to keep things closer to downtown? === BASIC New York === *Starting a New York chapter of BASIC has been in the works for several years now. Sonal Mahida said she has time in the coming months to focus on getting things off the ground. *Jed is wondering if BASIC Boston can help provide infrastructure and help them off the ground (roughly $300 – to pay for first year of listserv and domain). Previous management teams have approved this and now we are seeking re-approval. We want universal buy-in from BASIC;s management team by December 1st (when Jed will be talking to Sonal) *In support: Alex, Jed, Christina, Carly, Andras *Need responses from Sarah and Michael *Jed believes this is a nice extension for what we want to accomplish and will offer himself to support Sonal as she becomes the leader of BASIC – New York *Christina: will this be a complete replication of BASIC, will they have their own leadership :*Yes, the expectation would be that they would create their own management team. *How would the groups be affiliated? :*Implicit affiliation and relationship to go into the future, benefit from shared learning, economies of scale, etc. *Alex: could they pay the $300 back? :*Conceivably, could make it like a bridge loan. *McKenzie from ImpactAsset could also be interested in joining a BASIC NY leadership team. *Several folks on our list serve are from New York – so could send a blast via BASIC list and also US SIF to help promote the group *Will we have any type of centralized leadership? :*Something to hash out—we do not want to overly burden Boston group, so Jed has offered self to help and the hope is that they will grow a leadership team organically. :*However, there may be some need for a common connection in the future. It could make sense to have a centralized Sustainable Investment Consortium group to organize and provide council to Boston, NY, and other future groups. === USSIF Event on December 14th === Brown Bag Luncheon to discuss new ERISA guidance * Date and agenda are set, now we are just looking to find a good space to host the brown bag event. MG looking to see if can do it at Putnam. Alex is having lunch with George Putnam – will feel around to see if still has any affiliation *Impact Hub (on Milk St.) also has some interesting space *Fayerweather law firm—another possibility. *Alex and Sarah – looking to have reciprocal membership with SIF and keep building a relationship (be featured on each other’s websites, host a co-branded event at least once a year) === Winter Social === *MG will try to book Market for December 9th *WISE will have their event on the 10th === Recap from Impact Investing event === *Impact investing: NIB, WISE, BASIC – co-produced event *Full room (sold out) – 110 people *5 speakers on Impact Investing – one of our affiliates (Kendall Sustainable Infrastructure) was on the panel *Graham Sinclair was the moderator *Recommend we do more co-branded events (at least once a year) helps increase membership *Some folks who attended had not heard of BASIC before—and now they have. *Good to carve out more events about Impact Investing. *There has been some appetite to create another group for Impact Investing – we do not want another group to be created and Impact Investors fit nicely under our umbrella. *Impact is a part of SRI *Make sure we have a mix of items represented for future event programming. === Recap Inequality and Poverty Event === *70 RSVPs, ~40 people showed up (great interest and turnout) *Audience was really engaged in the topic. Majority of folks stayed 30mins beyond the hour that the event was supposed to end for Q&A *There is possibly more to do here for future events around the SDGs === Update on Marketing team === *We have found several bloggers *Event recap blogs have been successful. Did a blog for the LGBT event – good way to capitalize on the effort we are doing to put our events forward and improve our SEO. *CT wants to get a team of bloggers – so that we can have someone at each event to take turns attending events, take notes, and be responsible for creating blog content. *CT would then edit and post the blogs. *The bloggers would have a profile on the BASIC website as motivation and reward for their work/contribution. *Gateway for them to post other content. *Next step is to figure out how to manage the potential bloggers—CT will likely reach out to them when things slow down around the Thanksgiving *Would they have interest in reporting on other events? :*Possibly, want to get in rhythm with BASIC events first though. === Chair Updates === *'''Events Chair'' – January event will be review of COP 21 with folks from Ceres. :Lot of interest in Food Waste – David (Alex’s business partner’s organization Spoiler Alert is working on the issue and may be good to include on a panel) *'''Marketing Chair''' – 447 followers on Twitter (had 400 followers in Sept). :*Lot of engagement and interaction *'''Membership Chair''' :*GMO and Seaward – two organizations that Sarah has been speaking with locally that may be interested in becoming members. Seaward is more likely than GMO at this point. *'''Technology Chair''' :*Website up and running for a couple of months :*Working well :*Some feedback and support requests from members – has fixed them to the best of his abilities. :*Like to encourage folks to continue to send feedback :*Andras has a list of tasks and is catching up right now. :*Affiliate intranet is the first thing he is working on (projected to be done in the next few weeks), hoping it will include some sort of secure payment option for affiliates. :*Mobile site? no separate website, but our website should display properly on mobile phone. *'''Finance''' - $2560 in reserve 7fulfwqrg21fyw23xumamcjmy29x6ru 0 330 628 2015-12-04T20:01:33Z Greis>Michael 0 628 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Call Notes == == MJG Topics and Prep notes == === Events Chair report === '''Events Chair''' report *Winter Social - {{color||2014-12-08}} at Market Boston :*Action: Appetizer selection - as previous socials or change? :*Name tags ::*Registration list from Christina EOD today (12/4) ::*Additional names Monday? :*Should be do a BASIC update at the event? *US SIF Brown Bag Lunch {{color||2015-12-14}} at Putnam Investments :*Registration list from Christina Fri AM 12/11; I will send to Putnam :*Add calendar event (if not already done) :*People can buy lunch on 3rd floor :*I will intro.... *On the ground at COP 21 Paris - {{color||2016-01-13}} '''location TBD''' :*Planning call with Ceres {{color||2015-12-22}} :*Action: Event location *'''Future Programs''' - see spreadsheet === Other items === *NY BASIC :*Can share simplelists :*Domains - bostonbasic.org, newyorkbasic.org *List update :*'''627''' members, '''138''' in 2015 as of 2015-12-01 *Technology :*Industry events - still need to build this. solicit submissions? :*Replace individual (username) lists with aliases? :*List archives - make them available through the web site? ::*find any listserv message ::*search capability ::*Password protect? would need to give everyone PW; then why bother? ::*Hide e-mail addresses? *Organization :*Form a Massachusetts non-profit corporation? ::*$35, online; yearly filings easy and also online ::*Can then get a bank account, debit card ::*I can provide draft articles of incorporation, by-laws ::*Don't necessarily have to file for 501(c)3 status ::*Checking on federal obligations if not 501(c)3 *Miscellaneous/Done :*CFA Charterholder banner and link *Miscellaneous/Future :*Job Board ::*Solicit listings? ::*Profile people filling positions? mvnxv1r35byw2i6s1z3kaw0l5vtmb49 629 628 2024-05-24T04:54:35Z Michael 1 1 revision imported 628 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Call Notes == == MJG Topics and Prep notes == === Events Chair report === '''Events Chair''' report *Winter Social - {{color||2014-12-08}} at Market Boston :*Action: Appetizer selection - as previous socials or change? :*Name tags ::*Registration list from Christina EOD today (12/4) ::*Additional names Monday? :*Should be do a BASIC update at the event? *US SIF Brown Bag Lunch {{color||2015-12-14}} at Putnam Investments :*Registration list from Christina Fri AM 12/11; I will send to Putnam :*Add calendar event (if not already done) :*People can buy lunch on 3rd floor :*I will intro.... *On the ground at COP 21 Paris - {{color||2016-01-13}} '''location TBD''' :*Planning call with Ceres {{color||2015-12-22}} :*Action: Event location *'''Future Programs''' - see spreadsheet === Other items === *NY BASIC :*Can share simplelists :*Domains - bostonbasic.org, newyorkbasic.org *List update :*'''627''' members, '''138''' in 2015 as of 2015-12-01 *Technology :*Industry events - still need to build this. solicit submissions? :*Replace individual (username) lists with aliases? :*List archives - make them available through the web site? ::*find any listserv message ::*search capability ::*Password protect? would need to give everyone PW; then why bother? ::*Hide e-mail addresses? *Organization :*Form a Massachusetts non-profit corporation? ::*$35, online; yearly filings easy and also online ::*Can then get a bank account, debit card ::*I can provide draft articles of incorporation, by-laws ::*Don't necessarily have to file for 501(c)3 status ::*Checking on federal obligations if not 501(c)3 *Miscellaneous/Done :*CFA Charterholder banner and link *Miscellaneous/Future :*Job Board ::*Solicit listings? ::*Profile people filling positions? mvnxv1r35byw2i6s1z3kaw0l5vtmb49 0 331 630 2015-11-06T21:35:00Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|Project Work|}} Potential dates for Winter Social at M..." 630 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|Project Work|}} Potential dates for Winter Social at Market: *Wednesday, December 2nd (2nd or 3rd floor) *{{color||Wednesday, December 9th}} (3rd floor) - '''on hold''' *Thursday, December 10th (2nd or 3rd floor) ---- 5cyqq7uyj1ddvb67l07ws07ln5swxvh 631 630 2024-05-24T04:54:35Z Michael 1 1 revision imported 630 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|Project Work|}} Potential dates for Winter Social at Market: *Wednesday, December 2nd (2nd or 3rd floor) *{{color||Wednesday, December 9th}} (3rd floor) - '''on hold''' *Thursday, December 10th (2nd or 3rd floor) ---- 5cyqq7uyj1ddvb67l07ws07ln5swxvh 0 332 632 2016-01-09T04:58:23Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} BASIC Monthly Management Team Meeting Agen..." 632 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} BASIC Monthly Management Team Meeting Agenda – Friday, January 8th *Welcome Back! *Update on Upcoming COP21 event, what still needs to be done? (Michael and Christina) *Update on website intranet (Andras) *Update on situation in New York (Jed) *If everyone is present, discussion on whether or not we should begin to charge for events. *Chair Reports: :*Events :*Finance :*Marketing :*Membership :*Technology Discussion of formalizing organizational legal and financial structure - MJG nb88eqqlbb821tmv4ixoryxlkw19aoa 633 632 2024-05-24T04:54:35Z Michael 1 1 revision imported 632 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} BASIC Monthly Management Team Meeting Agenda – Friday, January 8th *Welcome Back! *Update on Upcoming COP21 event, what still needs to be done? (Michael and Christina) *Update on website intranet (Andras) *Update on situation in New York (Jed) *If everyone is present, discussion on whether or not we should begin to charge for events. *Chair Reports: :*Events :*Finance :*Marketing :*Membership :*Technology Discussion of formalizing organizational legal and financial structure - MJG nb88eqqlbb821tmv4ixoryxlkw19aoa 0 333 634 2016-05-13T14:48:20Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == *Website Chair Selection Proc..." 634 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == *Website Chair Selection Process (emails coming soon) *Update on outreach to affiliates (Michael+ Carly + Sarah) *Mass Energy endorsement deal (Carly and Sarah) *New logo! *Chair Reports: :*Finance :*Marketing :*Membership ::*Membership renewals in June :*Technology :*Events == Events Chair topics == *Venue discussion :*Review current list :*Which affiliates have space? - Assign follow-up *May event – what else do we need? :*Refreshments :*Current registration? *Summer Social - '''June 8th''' at Market :*Announce - Christina :*Agenda? :*Confirm appetizer order *July event – All in for Impact (Alex) *Recap of April event :*Well-received :*Attendance (~25?) :*Blog post :*Follow-up? *Pipeline snapshot ---- rtf5c4ox3h7naopg6n19jcxfyec6hw3 635 634 2024-05-24T04:54:35Z Michael 1 1 revision imported 634 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == *Website Chair Selection Process (emails coming soon) *Update on outreach to affiliates (Michael+ Carly + Sarah) *Mass Energy endorsement deal (Carly and Sarah) *New logo! *Chair Reports: :*Finance :*Marketing :*Membership ::*Membership renewals in June :*Technology :*Events == Events Chair topics == *Venue discussion :*Review current list :*Which affiliates have space? - Assign follow-up *May event – what else do we need? :*Refreshments :*Current registration? *Summer Social - '''June 8th''' at Market :*Announce - Christina :*Agenda? :*Confirm appetizer order *July event – All in for Impact (Alex) *Recap of April event :*Well-received :*Attendance (~25?) :*Blog post :*Follow-up? *Pipeline snapshot ---- rtf5c4ox3h7naopg6n19jcxfyec6hw3 0 334 636 2016-07-15T19:16:59Z Greis>Michael 0 636 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == BASIC Monthly Management Team Meeting Agenda – Friday, July 15th *Membership Dues Renewal Drive!! *Investing for Impact Event = Big Success *MassEnergy MOU (attached) *Chair Reports: :*Finance :*Marketing :*Membership ::*Membership renewals in June :*Technology :*Events == Events Chair topics == *Review new Events Tracker Spreadsheet *Specific event questions: :*Alex - Impact? (Yes) lz8mxw7lueqitwj1p56q9wy9y2gqb9c 637 636 2024-05-24T04:54:35Z Michael 1 1 revision imported 636 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == BASIC Monthly Management Team Meeting Agenda – Friday, July 15th *Membership Dues Renewal Drive!! *Investing for Impact Event = Big Success *MassEnergy MOU (attached) *Chair Reports: :*Finance :*Marketing :*Membership ::*Membership renewals in June :*Technology :*Events == Events Chair topics == *Review new Events Tracker Spreadsheet *Specific event questions: :*Alex - Impact? (Yes) lz8mxw7lueqitwj1p56q9wy9y2gqb9c 0 335 638 2016-08-05T19:46:58Z Greis>Michael 0 638 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == *Update on membership drive *Update on Mass Energy *Fall events update *Chair Reports: :*Events ::*Gave events update :*Finance :*Marketing ::*Set up social media for national BASIC and chapters :*Membership :*Technology/Website == Events Chair updates == *Events in process to take us through December *Review new Events Tracker Spreadsheet *Alex :*Impact (said yes) :*Blackrock == Meeting Notes == Add/replace with Carly's minutes Membership: *'''Brendan Mars''' - new member :*Brendan starting consulting firm to help RIAs *Everance will join Finance: *Jed will be stepping back from the calls and local work :*New job outside SI :*Focusing on developing other BASIC chapters ::*Contact in SF, interest in Chicago '''Carly's Notes''' *Update on Membership :*Membership Drive: all Affiliates except for a handful have been reached out to. Sarah will take-over reaching out to these Affiliates who have not yet been contacted by their volunteer. 50% of our affiliates have already paid. August 15th is new deadline. Sarah will send reminder on Monday (Aug 8th) to Affiliates who have not yet paid. Sarah will go through list of Affiliates needing a reminder and will reach out if she needs other chair’s help in contacting these affiliates. :*New Affiliates: Brendan Mars was consulting at an RIA in SRI/ESG and his started own consulting group (which is the new Affiliate body). He may have some event ideas moving forward. Marion and Emily will send Sarah an email about what is required to get Affiliates on the website as well as assist with getting the new profile on our Affiliates page. :*Everance/Praxis Mutual Funds is also looking at joining as an affiliate. They are not Boston-based but Mark Regier has a lot of Boston connections and is here a lot. *Updates on Events :*Healthy pipeline of events for the fall (see tracker attached) :*Next event will be September 19th with CABA about reinvestment into MA companies. Michael, Christina, Emily and Marion will triage duties to get the details of this event up onto all platforms (website, Eventbrite, etc.) *Updates on Marketing :*Christina updated all of our platforms to include our new name and logo. Twitter and Facebook will be Boston Specific. Our LinkedIn account will be a national account. :*Working with Bjoern to finalize the blog from our last event (the food one). :*Emily and Marion and Christina will work together to get info from the bloggers onto our website. Christina will share bloggers email contacts, and Emily and Marion will share a copy of their model letter to Christina. Emails to bloggers should ‘CC Christina so bloggers have a consistent contact. *Technology/Website :*Andras’ has been having trouble with email, his gmail is 'andras.ratonyi@gmail.com' but thus far LinkedIn has been the best way to get in touch with him. Some changes need to be made to our website soon where we will need his help such as: ::*Editing our slideshow to define SRI as sustainable, responsible, and impact ::*Editing our slideshow to contain the correct # of affiliates and members ::*Updating our affiliates picture ion the slideshow to include new affiliates (and purge some old ones) ::*Adding a new CFA picture (fall) ::*Adding details on our Donate page about our upcoming partnership with MassEnergy (see below). :*Marion and Emily would like to seek more training on how to update other portions of the website and will contact Andras to set up a time to do so. *Update on Mass Energy :*We have signed the MOU and they have almost completed our landing page on their website. :*Once this is done we will update our Donate page to have a section transparently describing our partnership == Follow-up == *Set up call with Emily and Marion - Set up call on 8/9 - {{color||Done}} *Follow up with Alex - Reminder note 8/5 {{color||Done}} *Research Brendan Myers (sp?) *Carly - ask about incorporation fb5fcwk5xvwt2bbpylc12y3kide49oi 639 638 2024-05-24T04:54:35Z Michael 1 1 revision imported 638 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == *Update on membership drive *Update on Mass Energy *Fall events update *Chair Reports: :*Events ::*Gave events update :*Finance :*Marketing ::*Set up social media for national BASIC and chapters :*Membership :*Technology/Website == Events Chair updates == *Events in process to take us through December *Review new Events Tracker Spreadsheet *Alex :*Impact (said yes) :*Blackrock == Meeting Notes == Add/replace with Carly's minutes Membership: *'''Brendan Mars''' - new member :*Brendan starting consulting firm to help RIAs *Everance will join Finance: *Jed will be stepping back from the calls and local work :*New job outside SI :*Focusing on developing other BASIC chapters ::*Contact in SF, interest in Chicago '''Carly's Notes''' *Update on Membership :*Membership Drive: all Affiliates except for a handful have been reached out to. Sarah will take-over reaching out to these Affiliates who have not yet been contacted by their volunteer. 50% of our affiliates have already paid. August 15th is new deadline. Sarah will send reminder on Monday (Aug 8th) to Affiliates who have not yet paid. Sarah will go through list of Affiliates needing a reminder and will reach out if she needs other chair’s help in contacting these affiliates. :*New Affiliates: Brendan Mars was consulting at an RIA in SRI/ESG and his started own consulting group (which is the new Affiliate body). He may have some event ideas moving forward. Marion and Emily will send Sarah an email about what is required to get Affiliates on the website as well as assist with getting the new profile on our Affiliates page. :*Everance/Praxis Mutual Funds is also looking at joining as an affiliate. They are not Boston-based but Mark Regier has a lot of Boston connections and is here a lot. *Updates on Events :*Healthy pipeline of events for the fall (see tracker attached) :*Next event will be September 19th with CABA about reinvestment into MA companies. Michael, Christina, Emily and Marion will triage duties to get the details of this event up onto all platforms (website, Eventbrite, etc.) *Updates on Marketing :*Christina updated all of our platforms to include our new name and logo. Twitter and Facebook will be Boston Specific. Our LinkedIn account will be a national account. :*Working with Bjoern to finalize the blog from our last event (the food one). :*Emily and Marion and Christina will work together to get info from the bloggers onto our website. Christina will share bloggers email contacts, and Emily and Marion will share a copy of their model letter to Christina. Emails to bloggers should ‘CC Christina so bloggers have a consistent contact. *Technology/Website :*Andras’ has been having trouble with email, his gmail is 'andras.ratonyi@gmail.com' but thus far LinkedIn has been the best way to get in touch with him. Some changes need to be made to our website soon where we will need his help such as: ::*Editing our slideshow to define SRI as sustainable, responsible, and impact ::*Editing our slideshow to contain the correct # of affiliates and members ::*Updating our affiliates picture ion the slideshow to include new affiliates (and purge some old ones) ::*Adding a new CFA picture (fall) ::*Adding details on our Donate page about our upcoming partnership with MassEnergy (see below). :*Marion and Emily would like to seek more training on how to update other portions of the website and will contact Andras to set up a time to do so. *Update on Mass Energy :*We have signed the MOU and they have almost completed our landing page on their website. :*Once this is done we will update our Donate page to have a section transparently describing our partnership == Follow-up == *Set up call with Emily and Marion - Set up call on 8/9 - {{color||Done}} *Follow up with Alex - Reminder note 8/5 {{color||Done}} *Research Brendan Myers (sp?) *Carly - ask about incorporation fb5fcwk5xvwt2bbpylc12y3kide49oi 0 336 640 2016-09-16T17:07:57Z Greis>Michael 0 640 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == Chair Reports: *Finance *Marketing :*Welcome to new marketing chairs Emily and Marion :*Any ideas or plans for the role? *Membership :*Review of membership drive :*Names that need to be deleted from website? *Technology/Website *Events :*updates on scheduled events :*review of pipeline and generate additional ideas :*New event process work (MJG, EL, MR) == Events Chair Updates == *Update on scheduled events *Review of pipeline and generate additional ideas for 2nd half of the year (Jan - July 2017) *Highlights of the events process work (that I'm doing with Marion & Emily) and request for feedback === Scheduled Events === *September 19th - :*'''72''' RSVPs (3 donations - $55 total) :*CABA providing snacks and making badges :*Run of show - MJG, Carly, to Michael Green to introduce speakers *October (19th or 20th) - Waiting for Rob to confirm date *November 2nd - confirmed and ready to announce *December 8th - with WISE and NetImpact :*Selecting and confirming participants *Holiday Social - think about dates :*Later in December? January? :*Select date by/at next management team call === Pipeline Review and Idea Generation === *Updated report format :*Status in upper left :*Explain In Development, Idea and Unassigned :*Excel or PDF? *Review ideas and unassigned :*Will see need to replenish when we're done *Generate ideas - topics, speakers, affiliates to reach out to === Events Process Work === Emily, Marion and I are working on documenting and improving our events process :Describe what we've done and what we're planning; get feedback on some ideas Streamlined and improved event announcement *Calendar event provides material & template; drives the process :*Increased consistency and reduced work for the team *Add integrated RSVP to calendar event on BASIC site :*Drives traffic, reinforces brand, improves connection with members *Add tracking information to web site RSVP (Done) :*Better information about how people find and register for our events Event promotion *Home Page slider :*'''Feedback''' on timing, number of events at once *'''Listserv posts drive registrations''' :*Discuss chart :*''Feedback''' number, timing and type of posts and reminders *Regular events update? :*Link to newly added industry events :*Reminder of next BASIC meeting *Provide thin branding for all communications from BASIC management team?> :*Banner? :*Subject line wording Web site issues and tweaks *Reached out to Andras; while waiting, wanted to get team's feedback :*Line-height :*Slider delay == Meeting Notes == == Follow-up == rg6gu9kdjzh5nen8bta4y8lf1wqvdad 641 640 2024-05-24T04:54:35Z Michael 1 1 revision imported 640 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == Chair Reports: *Finance *Marketing :*Welcome to new marketing chairs Emily and Marion :*Any ideas or plans for the role? *Membership :*Review of membership drive :*Names that need to be deleted from website? *Technology/Website *Events :*updates on scheduled events :*review of pipeline and generate additional ideas :*New event process work (MJG, EL, MR) == Events Chair Updates == *Update on scheduled events *Review of pipeline and generate additional ideas for 2nd half of the year (Jan - July 2017) *Highlights of the events process work (that I'm doing with Marion & Emily) and request for feedback === Scheduled Events === *September 19th - :*'''72''' RSVPs (3 donations - $55 total) :*CABA providing snacks and making badges :*Run of show - MJG, Carly, to Michael Green to introduce speakers *October (19th or 20th) - Waiting for Rob to confirm date *November 2nd - confirmed and ready to announce *December 8th - with WISE and NetImpact :*Selecting and confirming participants *Holiday Social - think about dates :*Later in December? January? :*Select date by/at next management team call === Pipeline Review and Idea Generation === *Updated report format :*Status in upper left :*Explain In Development, Idea and Unassigned :*Excel or PDF? *Review ideas and unassigned :*Will see need to replenish when we're done *Generate ideas - topics, speakers, affiliates to reach out to === Events Process Work === Emily, Marion and I are working on documenting and improving our events process :Describe what we've done and what we're planning; get feedback on some ideas Streamlined and improved event announcement *Calendar event provides material & template; drives the process :*Increased consistency and reduced work for the team *Add integrated RSVP to calendar event on BASIC site :*Drives traffic, reinforces brand, improves connection with members *Add tracking information to web site RSVP (Done) :*Better information about how people find and register for our events Event promotion *Home Page slider :*'''Feedback''' on timing, number of events at once *'''Listserv posts drive registrations''' :*Discuss chart :*''Feedback''' number, timing and type of posts and reminders *Regular events update? :*Link to newly added industry events :*Reminder of next BASIC meeting *Provide thin branding for all communications from BASIC management team?> :*Banner? :*Subject line wording Web site issues and tweaks *Reached out to Andras; while waiting, wanted to get team's feedback :*Line-height :*Slider delay == Meeting Notes == == Follow-up == rg6gu9kdjzh5nen8bta4y8lf1wqvdad 0 337 642 2016-10-07T19:47:17Z Greis>Michael 0 642 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == Chair Reports: *Finance *Marketing *Membership *Technology/Website *Events Other Topics: *Mass Energy *BASIC Appreciation :*Marketing Chair usually does it :*Awards.... :*$100 - craftsy :*Didn't do last year :*How many? Up to marketing chairs ::*Two years ago - 5; last year - for all affiliates *December Social Date :*See what's available - Thursdays popular :*Go for Tuesday or Wednesday *Update on Membership Drive *October Event update == Call Notes == == Events Chair Updates == *'''September 19th CABA Event''' :*Michael Green, Matt Patsky and David Miller :*About 60 attended ::*Many had not been to a BASIC event before :*Thank you to Marion for jumping in to write the blog post when our blogger had to cancel unexpectedly :*Great partnering with Michael & CABA *'''Postpone October 19th Rob Wilson event''' :*Rob has still not been able to confirm the date :*Not enough time to promote *'''November 2nd Grassroots International event''' :*At Zevin :*Announce now! :*Just 3 1/2 weeks out *'''December 8th Clean Energy event with WISE and Net Impact''' :*Almost all speakers confirmed :*Team update next week on logistics and next steps *'''Holiday Social''' :*December 15th, 14th or 13th - preference :*Will contact Market next week '''2017 Event Planning''' updates *{{color||Need more ideas and owners for 1H 2017!}} :*One likely straightforward event (LEED) :*Last two years - US SIF event; already took place this year :*Three really good event ideas that are complex, have challenges and uncertainties *'''SASB''' :*Willing, but travel cost a barrier; ::*NY event with no conversions doesn't help :*Explore scheduling around planned travel :*I am working with SASB on projects, so can keep pushing, but no guarantees *'''Sustainable Seafood''' - very interested; challenges & opportunities :*Multiple topics to choose from :*'''Event Options''' ::*July/August - 5:00 - 6:00 aquarium entry (reduced cost); 6:00 - 7:30 talk and snacks :::*Discounted entry; caterer? ::*May/June - Lecture and Reception at Outdoor reef (shared) :::*No additional cost; cash bar ::*May/June - Lecture and Reception at Outdoor reef (exclusive) :::*Rental cost ($500) plus food & drink - get a sponsor? *'''Career-focused Session''' :*Carly on topics and roles :*Locations - need a large enough space with flexible setup - probably have to pay ::*[[BASIC_Events_Chair/Event_Venues#NonProfit Center|Non-Profit Center]] - $250-$300 for conf center east 1,200 sf, 40 seated rounds ::*Bring in catering :*Consider nominal charge - discourage no-shows; respect for volunteers; cost recovery Others (unlikely) *Impact Investing - probably not? Need to hear from Alex.... *Genzyme/Sanofi - Nathalie said 11/3 or 11/10, no follow up *Harvard - no response; will reach out again. :*Depends on Heather - If interested, easy to do; otherwise won't happen s2pxuhobjmd4bdjzaw2xqzv6oa2a4p1 643 642 2024-05-24T04:54:35Z Michael 1 1 revision imported 642 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|meeting|}} == Agenda == Chair Reports: *Finance *Marketing *Membership *Technology/Website *Events Other Topics: *Mass Energy *BASIC Appreciation :*Marketing Chair usually does it :*Awards.... :*$100 - craftsy :*Didn't do last year :*How many? Up to marketing chairs ::*Two years ago - 5; last year - for all affiliates *December Social Date :*See what's available - Thursdays popular :*Go for Tuesday or Wednesday *Update on Membership Drive *October Event update == Call Notes == == Events Chair Updates == *'''September 19th CABA Event''' :*Michael Green, Matt Patsky and David Miller :*About 60 attended ::*Many had not been to a BASIC event before :*Thank you to Marion for jumping in to write the blog post when our blogger had to cancel unexpectedly :*Great partnering with Michael & CABA *'''Postpone October 19th Rob Wilson event''' :*Rob has still not been able to confirm the date :*Not enough time to promote *'''November 2nd Grassroots International event''' :*At Zevin :*Announce now! :*Just 3 1/2 weeks out *'''December 8th Clean Energy event with WISE and Net Impact''' :*Almost all speakers confirmed :*Team update next week on logistics and next steps *'''Holiday Social''' :*December 15th, 14th or 13th - preference :*Will contact Market next week '''2017 Event Planning''' updates *{{color||Need more ideas and owners for 1H 2017!}} :*One likely straightforward event (LEED) :*Last two years - US SIF event; already took place this year :*Three really good event ideas that are complex, have challenges and uncertainties *'''SASB''' :*Willing, but travel cost a barrier; ::*NY event with no conversions doesn't help :*Explore scheduling around planned travel :*I am working with SASB on projects, so can keep pushing, but no guarantees *'''Sustainable Seafood''' - very interested; challenges & opportunities :*Multiple topics to choose from :*'''Event Options''' ::*July/August - 5:00 - 6:00 aquarium entry (reduced cost); 6:00 - 7:30 talk and snacks :::*Discounted entry; caterer? ::*May/June - Lecture and Reception at Outdoor reef (shared) :::*No additional cost; cash bar ::*May/June - Lecture and Reception at Outdoor reef (exclusive) :::*Rental cost ($500) plus food & drink - get a sponsor? *'''Career-focused Session''' :*Carly on topics and roles :*Locations - need a large enough space with flexible setup - probably have to pay ::*[[BASIC_Events_Chair/Event_Venues#NonProfit Center|Non-Profit Center]] - $250-$300 for conf center east 1,200 sf, 40 seated rounds ::*Bring in catering :*Consider nominal charge - discourage no-shows; respect for volunteers; cost recovery Others (unlikely) *Impact Investing - probably not? Need to hear from Alex.... *Genzyme/Sanofi - Nathalie said 11/3 or 11/10, no follow up *Harvard - no response; will reach out again. :*Depends on Heather - If interested, easy to do; otherwise won't happen s2pxuhobjmd4bdjzaw2xqzv6oa2a4p1 0 338 644 2016-09-15T12:44:21Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Information and descriptive text about..." 644 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Information and descriptive text about BASIC for use in outreach BASIC (Building a Sustainable Investment Community) is a community that connects Boston-area sustainable and responsible investing professionals. Founded in 2009, we now over 750 professionals on our mailing list We host a series of educational, networking and social events throughout the year. Attendance at our events ranges from 20 to 80 people. I've attached a document listing some of our recent events. l5fknn2vzvr9ih1wmoy93ivothi2glt 645 644 2024-05-24T04:54:35Z Michael 1 1 revision imported 644 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Information and descriptive text about BASIC for use in outreach BASIC (Building a Sustainable Investment Community) is a community that connects Boston-area sustainable and responsible investing professionals. Founded in 2009, we now over 750 professionals on our mailing list We host a series of educational, networking and social events throughout the year. Attendance at our events ranges from 20 to 80 people. I've attached a document listing some of our recent events. l5fknn2vzvr9ih1wmoy93ivothi2glt 0 339 646 2016-09-01T19:57:20Z Greis>Michael 0 /* To Do */ 646 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-09-19]] *Organized by [[is a member of::Michael Green]], [[is a member of::Michael Greis]] == Description == Join CABA and BASIC as we look at these reports from the perspective of sustainable and clean tech investors. '''Matt Patsky''', '''CEO of Trillium Asset Management''' and '''David Miller''', '''Executive Director of Clean Energy Venture Group'''. will provide their perspective on the report and the future of sustainable investments in Massachusetts' local economy. Report authors '''Michael Green''' and '''Kate Galbo''' from CABA will moderate the conversation and discuss how the reports can be used to fuel local investments. == To Do == {{color||2016-09-01}} *Updated event description on web site *Update Eventbrite invitation *Post to list with speakers Also: *Link to prospective December Clean Energy session :*Cross-promote if December session confirmed by September event {{OpenHidden}} {{color||2016-08-17}} - Done *Michael Green - update description :*Update to reflect 8-17 discussion before adding speaker names *Send out save the date - Marion will do on {{color||2016-08-25}} *Send out formal announcement once have one or more of the speakers confirmed {{color||2016-07-12}} - Note to Michael to follow up, confirm event. From {{color||2016-05-17}} call: *Send report executive summary, ToC and sample chapter (Michael Green) *Send proposed event title and blurb (Michael Green) :*Feedback as appropriate (BASIC) *Announce and post event (Christina) *Check-in call w/o 5/30 or 6/6 {{CloseHidden}} == Status == {{color||2016-08-25}}: *Speaker/Panelists - '''Invited''' :*[[contributed to::Matt Patsky]] - '''confirmed''' :*Emily Reichert :*[[contributed to::David Miller]] - Clean Energy Venture Group *Venue - '''Confirmed''' - Old West Church, Boston :*Snacks - '''Confirmed''' - Michael Green will provide *Event Description - '''Done''' *Event on calendar - '''Published''' *Announcement - *Publicity - == Background == === Call with Michael Green 2016-08-17 === *Michael envisions podcast/conversation format. He suggested :*Matt Patsky - been there, done that :*Emily Reichert - Greentown Labs :*Clean Energy Venture Group - Dan Goldman, David Miller *Get the audience excited about the space and the opportunity, close by encouraging them to read and use the report :*Not a 1 hour review of the report (Yes!) Discussed positioning speakers as: *Sustainable Investing firm (if not Matt, someone else at Trillium :*Trillium reviewed and provided feedback on the report *Greentown Labs - incubator :*Michael was on a panel with Emily at BU recently, so she owes him *Entrepreneurs :*Michael works with CEVG Confirming speakers: *Michael knows and works with all those he suggested inviting *Has reached out. Will follow up this week. *I can add support as needed (since I know most of them) Logistics *He will provide snacks Report was reviewed by: Balanced Rock, Jantz Management, Trillium, Northstar, Eric Grunenbaum === Initial === As a business association, wanted to set up a fund to allow re-investment of divested assets into MA companies. Found it would take $10 million to do that, which wasn't practical for them. So decided to do market-based research study. Looked at multiple emerging markets with a significant climate impact and Massachusetts companies with products and solutions that apply. Report is now 170 pages that can be read in sections. Organized by industry. Looks at opportunities that the market has in this state. Can't speak about specific companies (securities issues). Worked with Balanced Rock & Trillium in designing this. Want to get this in the hands of potential investors. Told that BASIC is the group they should work with. '''Publicity''' *CABA has people that can prepare marketing material - perhaps a flyer Discussed potential collaborators: *Investment firms: Green Century, Trillium, Balanced Rock *CIC *NECEC *MACEC *BSAS Industry events '''Format''': *Report presentation & conversation :*Conversation partners? '''Logistics''' *Event to take place at Old West Church *CABA offices in West Church. Have complete flexibility in setting up space; can make final decision a week or two in advance depending on registrations *CABA has food and drink members who can provide catering ---- j329xjfurpy56a1m40llbzkxbc6jzjp 647 646 2024-05-24T04:54:35Z Michael 1 1 revision imported 646 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-09-19]] *Organized by [[is a member of::Michael Green]], [[is a member of::Michael Greis]] == Description == Join CABA and BASIC as we look at these reports from the perspective of sustainable and clean tech investors. '''Matt Patsky''', '''CEO of Trillium Asset Management''' and '''David Miller''', '''Executive Director of Clean Energy Venture Group'''. will provide their perspective on the report and the future of sustainable investments in Massachusetts' local economy. Report authors '''Michael Green''' and '''Kate Galbo''' from CABA will moderate the conversation and discuss how the reports can be used to fuel local investments. == To Do == {{color||2016-09-01}} *Updated event description on web site *Update Eventbrite invitation *Post to list with speakers Also: *Link to prospective December Clean Energy session :*Cross-promote if December session confirmed by September event {{OpenHidden}} {{color||2016-08-17}} - Done *Michael Green - update description :*Update to reflect 8-17 discussion before adding speaker names *Send out save the date - Marion will do on {{color||2016-08-25}} *Send out formal announcement once have one or more of the speakers confirmed {{color||2016-07-12}} - Note to Michael to follow up, confirm event. From {{color||2016-05-17}} call: *Send report executive summary, ToC and sample chapter (Michael Green) *Send proposed event title and blurb (Michael Green) :*Feedback as appropriate (BASIC) *Announce and post event (Christina) *Check-in call w/o 5/30 or 6/6 {{CloseHidden}} == Status == {{color||2016-08-25}}: *Speaker/Panelists - '''Invited''' :*[[contributed to::Matt Patsky]] - '''confirmed''' :*Emily Reichert :*[[contributed to::David Miller]] - Clean Energy Venture Group *Venue - '''Confirmed''' - Old West Church, Boston :*Snacks - '''Confirmed''' - Michael Green will provide *Event Description - '''Done''' *Event on calendar - '''Published''' *Announcement - *Publicity - == Background == === Call with Michael Green 2016-08-17 === *Michael envisions podcast/conversation format. He suggested :*Matt Patsky - been there, done that :*Emily Reichert - Greentown Labs :*Clean Energy Venture Group - Dan Goldman, David Miller *Get the audience excited about the space and the opportunity, close by encouraging them to read and use the report :*Not a 1 hour review of the report (Yes!) Discussed positioning speakers as: *Sustainable Investing firm (if not Matt, someone else at Trillium :*Trillium reviewed and provided feedback on the report *Greentown Labs - incubator :*Michael was on a panel with Emily at BU recently, so she owes him *Entrepreneurs :*Michael works with CEVG Confirming speakers: *Michael knows and works with all those he suggested inviting *Has reached out. Will follow up this week. *I can add support as needed (since I know most of them) Logistics *He will provide snacks Report was reviewed by: Balanced Rock, Jantz Management, Trillium, Northstar, Eric Grunenbaum === Initial === As a business association, wanted to set up a fund to allow re-investment of divested assets into MA companies. Found it would take $10 million to do that, which wasn't practical for them. So decided to do market-based research study. Looked at multiple emerging markets with a significant climate impact and Massachusetts companies with products and solutions that apply. Report is now 170 pages that can be read in sections. Organized by industry. Looks at opportunities that the market has in this state. Can't speak about specific companies (securities issues). Worked with Balanced Rock & Trillium in designing this. Want to get this in the hands of potential investors. Told that BASIC is the group they should work with. '''Publicity''' *CABA has people that can prepare marketing material - perhaps a flyer Discussed potential collaborators: *Investment firms: Green Century, Trillium, Balanced Rock *CIC *NECEC *MACEC *BSAS Industry events '''Format''': *Report presentation & conversation :*Conversation partners? '''Logistics''' *Event to take place at Old West Church *CABA offices in West Church. Have complete flexibility in setting up space; can make final decision a week or two in advance depending on registrations *CABA has food and drink members who can provide catering ---- j329xjfurpy56a1m40llbzkxbc6jzjp 0 340 648 2016-01-15T22:08:29Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|Project Work|}} Scheduled for {{color||2016-01-20}} =..." 648 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|Project Work|}} Scheduled for {{color||2016-01-20}} == Notes == === 2016-01-15 prep call === Participating: Geeta Aiyer, Sue Reid and Michael Greis *Agreed on interleaved structure :*Geeta - Why COP21 was special :*Geeta, then Sue - On the ground experience :*Geeta & Sue - Conclusions and results :*Geeta & Sue - What's next Introductions: *Carly - BASIC *MJG - Event welcome, introduce Tim *Tim - Welcome *MJG - Introduce Geeta and Sue == To Do == == Status == == Background == hy6elxqoxkbgtr2mqoria1zr60l39q4 649 648 2024-05-24T04:54:35Z Michael 1 1 revision imported 648 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|Project Work|}} Scheduled for {{color||2016-01-20}} == Notes == === 2016-01-15 prep call === Participating: Geeta Aiyer, Sue Reid and Michael Greis *Agreed on interleaved structure :*Geeta - Why COP21 was special :*Geeta, then Sue - On the ground experience :*Geeta & Sue - Conclusions and results :*Geeta & Sue - What's next Introductions: *Carly - BASIC *MJG - Event welcome, introduce Tim *Tim - Welcome *MJG - Introduce Geeta and Sue == To Do == == Status == == Background == hy6elxqoxkbgtr2mqoria1zr60l39q4 0 341 650 2017-01-12T14:26:12Z Greis>Michael 0 650 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event targeted for [[activity date::2017-06]] *Organized by [[is a member of::Michael Greis]] == Description == Speaker: '''[[contributed to::Heather Henrickson]], Director of Sustainability == To Do == == Status == {{color||2016-04-11}}: *Speaker/Panelists - *Venue - *Event Description - *Announcement - *Publicity - == Background == Michael met '''[[involved::Michael MacRae]]''', Environmantal Engineer in Heather's organization at Harvard at {{color||2016-02-26}} Restructuring Roundtable. He was getting ready to produce reports on some results from Harvard's internal sustainability efforts. I suggested possible event with Heather focused on results. Follow up with him. ---- 1oojez79webkm2uibnb6e60k406c21f 651 650 2024-05-24T04:54:35Z Michael 1 1 revision imported 650 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event targeted for [[activity date::2017-06]] *Organized by [[is a member of::Michael Greis]] == Description == Speaker: '''[[contributed to::Heather Henrickson]], Director of Sustainability == To Do == == Status == {{color||2016-04-11}}: *Speaker/Panelists - *Venue - *Event Description - *Announcement - *Publicity - == Background == Michael met '''[[involved::Michael MacRae]]''', Environmantal Engineer in Heather's organization at Harvard at {{color||2016-02-26}} Restructuring Roundtable. He was getting ready to produce reports on some results from Harvard's internal sustainability efforts. I suggested possible event with Heather focused on results. Follow up with him. ---- 1oojez79webkm2uibnb6e60k406c21f 0 342 652 2016-12-21T14:21:07Z Greis>Michael 0 652 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event planned for 2017-03 or [[activity date::2017-05]] *Organized by [[is a member of::Carly Greenberg]] (Lead), and BASIC Management Team members == Description == A BASIC Speed Networking career event with sustainable and responsible investing professionals representing a range of job functions and positions. Talk with professionals in our industry about their roles, the skills and experience they needed for their positions and their career paths. == To Do == *{{color||2016-12-21}} - Target May (more time to plan)? - '''waiting''' for Carly *ID roles and potential invitees - in process (Carly) *Locate and secure venue (Michael) :*Consider modest event fee to cover some costs and reduce no-shows == Status == {{color||2016-11-22}}: *Speaker/Panelists - {{color||In Process}} (Carly) *Venue - {{color||TBD}} (Michael) *Event Description - '''Draft complete''' *Announcement - *Publicity - == Event Participants == *'''ESG Analysts''' :*Qualitative/Fundamental - :*Quantitative - :*Research Provider - :*Investment Manager (Fixed Income, Public Equity, and Private Equity shops should be considered) ::(Julia Giguere, Sandeep Gummadi, Hazel Pike, Robert Fernandez, Abigail Ingalls, Jacob Donnelly) *'''Shareholder Engagement Professionals''' - (Tim Smith, Katherine Kroll/Marissa LaFave, Brianna Murphy) *'''Marketing Associates''' - (Whitney Rauschenbach) *'''Portfolio Managers''' - (Cheryl Smith, Kim Gluck) *'''Business Development/Sales''' - (Lisa Hayles, Sarah Smith, Paul Hilton, Tom Simunovic) *'''Company President''' - (Matt Patsky, Geeta Aiyer, Leslie Samuelrich) :*Better as opening/intro? == Background == ---- prbtabbwc0z5q4bla2ciy8ifhbutw58 653 652 2024-05-24T04:54:35Z Michael 1 1 revision imported 652 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event planned for 2017-03 or [[activity date::2017-05]] *Organized by [[is a member of::Carly Greenberg]] (Lead), and BASIC Management Team members == Description == A BASIC Speed Networking career event with sustainable and responsible investing professionals representing a range of job functions and positions. Talk with professionals in our industry about their roles, the skills and experience they needed for their positions and their career paths. == To Do == *{{color||2016-12-21}} - Target May (more time to plan)? - '''waiting''' for Carly *ID roles and potential invitees - in process (Carly) *Locate and secure venue (Michael) :*Consider modest event fee to cover some costs and reduce no-shows == Status == {{color||2016-11-22}}: *Speaker/Panelists - {{color||In Process}} (Carly) *Venue - {{color||TBD}} (Michael) *Event Description - '''Draft complete''' *Announcement - *Publicity - == Event Participants == *'''ESG Analysts''' :*Qualitative/Fundamental - :*Quantitative - :*Research Provider - :*Investment Manager (Fixed Income, Public Equity, and Private Equity shops should be considered) ::(Julia Giguere, Sandeep Gummadi, Hazel Pike, Robert Fernandez, Abigail Ingalls, Jacob Donnelly) *'''Shareholder Engagement Professionals''' - (Tim Smith, Katherine Kroll/Marissa LaFave, Brianna Murphy) *'''Marketing Associates''' - (Whitney Rauschenbach) *'''Portfolio Managers''' - (Cheryl Smith, Kim Gluck) *'''Business Development/Sales''' - (Lisa Hayles, Sarah Smith, Paul Hilton, Tom Simunovic) *'''Company President''' - (Matt Patsky, Geeta Aiyer, Leslie Samuelrich) :*Better as opening/intro? == Background == ---- prbtabbwc0z5q4bla2ciy8ifhbutw58 0 343 654 2016-11-11T19:34:26Z Greis>Michael 0 /* Notes */ 654 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-12-08]] *Organized by BASIC, Greentown Labs, Net Impact, Kendall Investments? :*Team: [[is a member of::Michael Greis]], Carly Greenberg, Laura Teicher & Kara Sargent (Net Impact), Lindsay White, Whitney Rauschenach & Natalie Wallace (WISE), John Chaimanis & Ken Lehman (Kendall Investments) == Description == == To Do == {{color||2016-08-24}} - See call summary below. {{color||2016-08-08}} *Prep for call {{color||2016-07-12}} *{{fade||Note to partners asking for names of team members and suggesting early August call.}} {{color||Done}} *{{fade||Set up Doodle poll when hear back on preferred week 8/22 or 8/29}} {{color||Done}} - scheduled for 2016-08-24 *{{fade||Contact John & Kevin}} {{color||Done}} == Status == *Speaker/Panelists (team crowdsourcing through GoogleDoc) :*Opening Remarks [[contributed to::Emily Reichert]], CEO, Greentown Labs :*Panelists: ::*Company CEO (to be invited by Greentown Labs) ::*Regulatory ::*Public Market ::*Private Market *Venue - Greentown Labs, Somerville *Event Description - *Announcement - *Publicity - == Notes == === 2016-11-11 Prep Call Summary === Attending - Lindsey, Julia (Marketing Director @Greentown), Michael, Laura (Net Impact), Anna (GTL?) *Laura not involved in details; Agenda: 3 of 5 speakers *Kara following up Judith Judson (still waiting) - can't speak :*Two backups from her office - also can't speak :*Reaching out to Mass Clean Energy Center - Andy Belkin *Kendall *DSM is company speaker (one of Greentown Labs' largest sponsors) :*Have been running accelerator for last 6 months for companies working on materials :*Will provide awards (funding, etc.) for winning companies :*Speaker - '''Luda''' or alternate; to be confirmed by 11/18 *Laura - believe can fill it :*Capacity at 125 *Working on it.... *Only 10 now.... *Julia - have 30 on their eventbrite for regular Thursday Energy Bar :*Capacity for their event 200 :*Space Catering - 1 or 2 weeks in advance, have to wait to see what attendance looks like *Coordinate with DSM Usually get about 150 people to the energy bars; may get more to this one because of theme and awards Photographer? *WISE option... *No restrictions from GTL; no photos in lab space, but that won't be an issue Laura - Net Impact - sorry not more active :*Do we have logos? :*Meet with their marketing team on Sunday === 2016-08-24 Call Summary === *From Word document ''December 2016 Clean Energy session 8-24 call'' :Sent to team 08-24 '''<u>Summary</u>''': The joint clean energy event will be held at (and hosted by) Greentown Labs on '''December 8th'''. It will be jointly co-sponsored and co-promoted by BASIC, Net Impact and WISE. The event will include: *Opening remarks and introduction by Emily Reichert, CEO of Greentown Labs *Panel discussion *Tour of Greentown Labs (small groups) *Reception Panel discussion: *Target four participants – Company CEO , public investor, private investor, regulatory landscape :*These are a “microcosm” - the pieces of the puzzle that must come together to make clean energy projects happen (John) :*The June BSAS Investing in Clean Energy event, which was very well received, was organized by and presented investment opportunities in venture, public markets, private markets (project finance) and business model innovation. (Michael) *Invite Graham Sinclair to moderate the panel *Panel will focus on discussing and explaining the landscape/ecosystem and the interaction of the players. *We expect (and want) career opportunities to be raised during the Q&A. We will prep the panel (and seed questions if necessary) for that component. Assembling the panel *Team will exchange suggestions & ideas for panelists between now and September 7th using a GoogleDoc to be created by WISE. :*Greentown Labs will identify a resident company CEO. :*Team conference call on September 14th to finalize the list of panel candidates in priority order and assign team members to extend the invitations. (Michael to coordinate) Event Logistics and Preparation *Get cost estimates from Greentown-affiliated caterer and develop a budget (WISE) :*Target $15 - $20 cost for attendees :*Space accommodates up to 100 people :*$1,000 - $2,000 range for budget :*Financial target is to break even, with any surplus to be shared equitably among the organizations *Arrange a volunteer “professional” photographer for the reception? (Net Impact) *Complete other arrangements with Greentown – tour, Emily Reichert…. (WISE) *Set up single Eventbrite for registration across all the organization (Net Impact) *Provide a brief initial event description (WISE) *Link and promote December event at September BASIC session with Climate Action Business Association (BASIC) Participating: *John Chaimanis, Kendall Investments (and BASIC affiliate) *Carly Greenberg, BASIC *Michael Greis, BASIC *Ken Lehman, Kendall Investments (and BASIC affiliate) *Whitney Rauschenbach, WISE *Kara Sergeant, Net Impact *Laura Teicher, Net Impact *Nathalie Wallace, WISE (not available for this call) *Lindsay White, WISE Call Objective: '''Define scope, topics and responsibilities for organizing a December Clean Energy session to be co-sponsored/co-promoted by BASIC, Net Impact and WISE''' Call Agenda: *Introductions *What we have so far *Defining/finalizing the scope & date for the event *Identify potential speakers and topics *Assign responsibility for follow-up items *Schedule next check-in === Background === Team e-mail list: :*Ken Lehman <klehman@kendallinvestments.com> :*John Chaimanis <jchaimanis@kendallinvestments.com> :*Kara Sergeant <ksergeant@netimpactboston.org> :*Nathalie Wallace <nathwallace@icloud.com> :*Whitney <whitney.rauschenbach@msci.com> :*Lindsey White <white@ceres.org> :*Laura Teicher <lteicher@netimpactboston.org> :*Carly Greenberg <cgreenberg@bostontrust.com> ---- hungg6wfx6d4ine0visk7oitm7yvu2i 655 654 2024-05-24T04:54:35Z Michael 1 1 revision imported 654 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-12-08]] *Organized by BASIC, Greentown Labs, Net Impact, Kendall Investments? :*Team: [[is a member of::Michael Greis]], Carly Greenberg, Laura Teicher & Kara Sargent (Net Impact), Lindsay White, Whitney Rauschenach & Natalie Wallace (WISE), John Chaimanis & Ken Lehman (Kendall Investments) == Description == == To Do == {{color||2016-08-24}} - See call summary below. {{color||2016-08-08}} *Prep for call {{color||2016-07-12}} *{{fade||Note to partners asking for names of team members and suggesting early August call.}} {{color||Done}} *{{fade||Set up Doodle poll when hear back on preferred week 8/22 or 8/29}} {{color||Done}} - scheduled for 2016-08-24 *{{fade||Contact John & Kevin}} {{color||Done}} == Status == *Speaker/Panelists (team crowdsourcing through GoogleDoc) :*Opening Remarks [[contributed to::Emily Reichert]], CEO, Greentown Labs :*Panelists: ::*Company CEO (to be invited by Greentown Labs) ::*Regulatory ::*Public Market ::*Private Market *Venue - Greentown Labs, Somerville *Event Description - *Announcement - *Publicity - == Notes == === 2016-11-11 Prep Call Summary === Attending - Lindsey, Julia (Marketing Director @Greentown), Michael, Laura (Net Impact), Anna (GTL?) *Laura not involved in details; Agenda: 3 of 5 speakers *Kara following up Judith Judson (still waiting) - can't speak :*Two backups from her office - also can't speak :*Reaching out to Mass Clean Energy Center - Andy Belkin *Kendall *DSM is company speaker (one of Greentown Labs' largest sponsors) :*Have been running accelerator for last 6 months for companies working on materials :*Will provide awards (funding, etc.) for winning companies :*Speaker - '''Luda''' or alternate; to be confirmed by 11/18 *Laura - believe can fill it :*Capacity at 125 *Working on it.... *Only 10 now.... *Julia - have 30 on their eventbrite for regular Thursday Energy Bar :*Capacity for their event 200 :*Space Catering - 1 or 2 weeks in advance, have to wait to see what attendance looks like *Coordinate with DSM Usually get about 150 people to the energy bars; may get more to this one because of theme and awards Photographer? *WISE option... *No restrictions from GTL; no photos in lab space, but that won't be an issue Laura - Net Impact - sorry not more active :*Do we have logos? :*Meet with their marketing team on Sunday === 2016-08-24 Call Summary === *From Word document ''December 2016 Clean Energy session 8-24 call'' :Sent to team 08-24 '''<u>Summary</u>''': The joint clean energy event will be held at (and hosted by) Greentown Labs on '''December 8th'''. It will be jointly co-sponsored and co-promoted by BASIC, Net Impact and WISE. The event will include: *Opening remarks and introduction by Emily Reichert, CEO of Greentown Labs *Panel discussion *Tour of Greentown Labs (small groups) *Reception Panel discussion: *Target four participants – Company CEO , public investor, private investor, regulatory landscape :*These are a “microcosm” - the pieces of the puzzle that must come together to make clean energy projects happen (John) :*The June BSAS Investing in Clean Energy event, which was very well received, was organized by and presented investment opportunities in venture, public markets, private markets (project finance) and business model innovation. (Michael) *Invite Graham Sinclair to moderate the panel *Panel will focus on discussing and explaining the landscape/ecosystem and the interaction of the players. *We expect (and want) career opportunities to be raised during the Q&A. We will prep the panel (and seed questions if necessary) for that component. Assembling the panel *Team will exchange suggestions & ideas for panelists between now and September 7th using a GoogleDoc to be created by WISE. :*Greentown Labs will identify a resident company CEO. :*Team conference call on September 14th to finalize the list of panel candidates in priority order and assign team members to extend the invitations. (Michael to coordinate) Event Logistics and Preparation *Get cost estimates from Greentown-affiliated caterer and develop a budget (WISE) :*Target $15 - $20 cost for attendees :*Space accommodates up to 100 people :*$1,000 - $2,000 range for budget :*Financial target is to break even, with any surplus to be shared equitably among the organizations *Arrange a volunteer “professional” photographer for the reception? (Net Impact) *Complete other arrangements with Greentown – tour, Emily Reichert…. (WISE) *Set up single Eventbrite for registration across all the organization (Net Impact) *Provide a brief initial event description (WISE) *Link and promote December event at September BASIC session with Climate Action Business Association (BASIC) Participating: *John Chaimanis, Kendall Investments (and BASIC affiliate) *Carly Greenberg, BASIC *Michael Greis, BASIC *Ken Lehman, Kendall Investments (and BASIC affiliate) *Whitney Rauschenbach, WISE *Kara Sergeant, Net Impact *Laura Teicher, Net Impact *Nathalie Wallace, WISE (not available for this call) *Lindsay White, WISE Call Objective: '''Define scope, topics and responsibilities for organizing a December Clean Energy session to be co-sponsored/co-promoted by BASIC, Net Impact and WISE''' Call Agenda: *Introductions *What we have so far *Defining/finalizing the scope & date for the event *Identify potential speakers and topics *Assign responsibility for follow-up items *Schedule next check-in === Background === Team e-mail list: :*Ken Lehman <klehman@kendallinvestments.com> :*John Chaimanis <jchaimanis@kendallinvestments.com> :*Kara Sergeant <ksergeant@netimpactboston.org> :*Nathalie Wallace <nathwallace@icloud.com> :*Whitney <whitney.rauschenbach@msci.com> :*Lindsey White <white@ceres.org> :*Laura Teicher <lteicher@netimpactboston.org> :*Carly Greenberg <cgreenberg@bostontrust.com> ---- hungg6wfx6d4ine0visk7oitm7yvu2i 0 344 656 2016-03-03T22:58:08Z Greis>Michael 0 656 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} Event scheduled for [[activity date::2016-03-07]] == Description == See [[BSAS/Sustainable_Investing_2016/Sponsors#Partnership with Morningstar|BSAS SI 2016 sponsors page]] for information. == To Do == == Status == ---- 1qcgnksbkqoc6vlo7x5g34xigk46g6k 657 656 2024-05-24T04:54:35Z Michael 1 1 revision imported 656 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} Event scheduled for [[activity date::2016-03-07]] == Description == See [[BSAS/Sustainable_Investing_2016/Sponsors#Partnership with Morningstar|BSAS SI 2016 sponsors page]] for information. == To Do == == Status == ---- 1qcgnksbkqoc6vlo7x5g34xigk46g6k 0 345 658 2016-07-12T18:19:07Z Greis>Michael 0 658 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-10]] *Organized by [[is a member of::]] == Description == Long-term shareholders need strong boards to ensure customer, shareholder, and societal value creation is being maximized by the companies in which we invest. Often times, however, investor assessments of boards is reduced to simplistic analyses that rely on a few widely discussed data points. Instead, investors need to be conducting a comprehensive and structured analysis of board structure, ownership structure, executive comp, accounting and tax practices, and capital allocation. This comprehensive and structured review is more likely to lead investors to our ultimate goal, which is an assessment of a board's culture and risk tolerance. == To Do == {{color||2016-07-12}} - Note to Rob asking: *Date that works for him and the facility *Confirm description == Status == {{color||2016-04-11}}: *Speaker/Panelists - *Venue - *Event Description - *Announcement - *Publicity - == Background == ---- c001v1nlie1gsmoytu6dwhe4q2gihlk 659 658 2024-05-24T04:54:35Z Michael 1 1 revision imported 658 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-10]] *Organized by [[is a member of::]] == Description == Long-term shareholders need strong boards to ensure customer, shareholder, and societal value creation is being maximized by the companies in which we invest. Often times, however, investor assessments of boards is reduced to simplistic analyses that rely on a few widely discussed data points. Instead, investors need to be conducting a comprehensive and structured analysis of board structure, ownership structure, executive comp, accounting and tax practices, and capital allocation. This comprehensive and structured review is more likely to lead investors to our ultimate goal, which is an assessment of a board's culture and risk tolerance. == To Do == {{color||2016-07-12}} - Note to Rob asking: *Date that works for him and the facility *Confirm description == Status == {{color||2016-04-11}}: *Speaker/Panelists - *Venue - *Event Description - *Announcement - *Publicity - == Background == ---- c001v1nlie1gsmoytu6dwhe4q2gihlk 0 346 660 2016-05-03T19:16:07Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Ideas and opportunities for partnershi..." 660 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Ideas and opportunities for partnerships and collaborations in support of events. == Mass Energy == *Greening our events *Collaborations on events *Referrals on Green Energy Choice == Catering - Basil Tree == [https://www.basiltree.com/ Basil Tree] - Sustainable drop-off catering for businesses, universities and non-profits *"the highest quality food and service while still maintaining a social and environmental conscience" - recycling, donate a portion of profits, healthy food, etc. *[https://www.basiltree.com/pdf/basiltreemenu07.pdf Catering Menu] *Located at 10 Fawcett St in Cambridge (near Fresh Pond) *Telephone - 617.776.9100 *Cafe open 10:00 am - 2:00 pm *Catering hours - 8:00 am - 5:00 pm Founded in 1987 by '''Valerie Shulock''' (owner), Irene (Kitchen Manager) and Carlos (Head Chef) Carvalho. *Now 25 employees *Prices comparable to other catering. *They deliver in Cambridge & Boston. Consider using them when have a sponsored event (with budget for refreshments) at a venue without in-house catering? Explore possible cross-promotions, discounts? 6blzffjqox1oyat45dcf7s82yjce91i 661 660 2024-05-24T04:54:35Z Michael 1 1 revision imported 660 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Ideas and opportunities for partnerships and collaborations in support of events. == Mass Energy == *Greening our events *Collaborations on events *Referrals on Green Energy Choice == Catering - Basil Tree == [https://www.basiltree.com/ Basil Tree] - Sustainable drop-off catering for businesses, universities and non-profits *"the highest quality food and service while still maintaining a social and environmental conscience" - recycling, donate a portion of profits, healthy food, etc. *[https://www.basiltree.com/pdf/basiltreemenu07.pdf Catering Menu] *Located at 10 Fawcett St in Cambridge (near Fresh Pond) *Telephone - 617.776.9100 *Cafe open 10:00 am - 2:00 pm *Catering hours - 8:00 am - 5:00 pm Founded in 1987 by '''Valerie Shulock''' (owner), Irene (Kitchen Manager) and Carlos (Head Chef) Carvalho. *Now 25 employees *Prices comparable to other catering. *They deliver in Cambridge & Boston. Consider using them when have a sponsored event (with budget for refreshments) at a venue without in-house catering? Explore possible cross-promotions, discounts? 6blzffjqox1oyat45dcf7s82yjce91i 0 347 662 2016-09-15T21:45:48Z Greis>Michael 0 662 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Initial outline/items to incorporate: '''Event is committed''' (far enough along in development to be reasonably certain - typically once participants/participating organizations have confirmed and possible date(s) have been identified) *Event description (Michael & participants) *Create draft calendar event on BASIC web site (Michael) :*'''ToDo:''' Include integrated Eventbrite RSVP (Just needs validation) :*'''ToDo:''' Include Eventbrite tracker (Done) *Draft Eventbrite from calendar event draft (E&M) :*Provide eventbrite information for RSVP & tracker to Michael *Send a save-the-date - for selected events based on timing (E&M) '''Event Announcement''' (typically when date has been selected, key speakers confirmed, venue secured) *Publish event on calendar (Michael) *Finalize and open Eventbrite (E&M) *Announce event on listserv (E&M) '''Event Promotion''' *Add event to front page slider (E&M) ::*Flexible....could be further in advance for a major event or if we need fresh slider content ::*Only one event on the slide at a time? ::*'''Feedback''' and '''ToDo''': Reduce slider delay *Tweet the link (currently to Eventbrite - move to web site event?) *How does information get to LinkedIn? *Where else does it go? *Promote with other organizations & networks *Event update to listserv (with new information) :*on event - additional speakers, more on topics... :*on topic - from current events *Event-related post from member (where appropriate) *Reminder e-mails to listserv - how many? (See RSVP tracking history for 9/19 event) :*within a week of the event :*others? '''Final event preparation''' *Line up an event recap blogger (E&M) *Continue to tweet (E&M) :*Look for news/new information related to event topic or speaker *Arrangements for refreshments - volunteers if needed *Materials and visibility (banner, etc.) *Create event roster (Michael) - day of or day before *Event roster to venue (Michael) - if needed *Create badges (for selected events) (Michael) *Sign-in - add device-based scanning option? :*how to encourage people to bring tickets (paper or device)? Should we? *Confirm run-of-show :*Introductions by Carly, Michael and host (as needed) :*Any other announcements or logistics *Take a few pictures during the event (?) '''Post event''' *Blog post (E&M) * tglf4d7w1hhrm2au4t3bzaezusm8gev 663 662 2024-05-24T04:54:35Z Michael 1 1 revision imported 662 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Initial outline/items to incorporate: '''Event is committed''' (far enough along in development to be reasonably certain - typically once participants/participating organizations have confirmed and possible date(s) have been identified) *Event description (Michael & participants) *Create draft calendar event on BASIC web site (Michael) :*'''ToDo:''' Include integrated Eventbrite RSVP (Just needs validation) :*'''ToDo:''' Include Eventbrite tracker (Done) *Draft Eventbrite from calendar event draft (E&M) :*Provide eventbrite information for RSVP & tracker to Michael *Send a save-the-date - for selected events based on timing (E&M) '''Event Announcement''' (typically when date has been selected, key speakers confirmed, venue secured) *Publish event on calendar (Michael) *Finalize and open Eventbrite (E&M) *Announce event on listserv (E&M) '''Event Promotion''' *Add event to front page slider (E&M) ::*Flexible....could be further in advance for a major event or if we need fresh slider content ::*Only one event on the slide at a time? ::*'''Feedback''' and '''ToDo''': Reduce slider delay *Tweet the link (currently to Eventbrite - move to web site event?) *How does information get to LinkedIn? *Where else does it go? *Promote with other organizations & networks *Event update to listserv (with new information) :*on event - additional speakers, more on topics... :*on topic - from current events *Event-related post from member (where appropriate) *Reminder e-mails to listserv - how many? (See RSVP tracking history for 9/19 event) :*within a week of the event :*others? '''Final event preparation''' *Line up an event recap blogger (E&M) *Continue to tweet (E&M) :*Look for news/new information related to event topic or speaker *Arrangements for refreshments - volunteers if needed *Materials and visibility (banner, etc.) *Create event roster (Michael) - day of or day before *Event roster to venue (Michael) - if needed *Create badges (for selected events) (Michael) *Sign-in - add device-based scanning option? :*how to encourage people to bring tickets (paper or device)? Should we? *Confirm run-of-show :*Introductions by Carly, Michael and host (as needed) :*Any other announcements or logistics *Take a few pictures during the event (?) '''Post event''' *Blog post (E&M) * tglf4d7w1hhrm2au4t3bzaezusm8gev 0 348 664 2016-03-03T23:07:15Z Greis>Michael 0 664 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Event Sources == *Management Team *Partner Organization :*First Affirmative :*USSIF :*WISE :*Net Impact *External - not-for-profit - advocacy, standards, industry associations *External - Commercial/Vendor :*MSCI :*Sustainalytics *Affiliate :*Also supporter (host/venue provider) *Practitioner *Volunteer organizer == Idea Sources == *Trends & Directions *Practitioner Colleagues *Members *Affiliates *Organizations *Corporations (CSO sessions) *Impact *Conferences *Career advice 9e2sqyj1axhi7ux7s1c8ayouktj6nhq 665 664 2024-05-24T04:54:36Z Michael 1 1 revision imported 664 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Event Sources == *Management Team *Partner Organization :*First Affirmative :*USSIF :*WISE :*Net Impact *External - not-for-profit - advocacy, standards, industry associations *External - Commercial/Vendor :*MSCI :*Sustainalytics *Affiliate :*Also supporter (host/venue provider) *Practitioner *Volunteer organizer == Idea Sources == *Trends & Directions *Practitioner Colleagues *Members *Affiliates *Organizations *Corporations (CSO sessions) *Impact *Conferences *Career advice 9e2sqyj1axhi7ux7s1c8ayouktj6nhq 0 349 666 2016-10-24T15:52:51Z Greis>Michael 0 666 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} '''Available''': *Hemenway & Barnes (willing; in discussions) *Putnam Investments - 1 Post Office Square (up to 80, amphitheater-style seating) *[[#UUA|Unitarian Universalist Association]] - 24 Farnsworth St. (up to 80) '''Affiliates''' - smaller spaces (<25) *Boston Common Asset Management (20 by opening up to shared space adjacent to conference room) *Federal Street Advisors - (up to 14) *MSCI *Trillium - conference room (about 20) *Walden Asset Management *Zevin Asset Management - shared space (20-30) or conference room (15) '''Other Venues''' (may be available at no cost): *[[#Boston Public Library|Boston Public Library]] Commonwealth Salon (up to 80) *[[#Boston Public Market|Boston Public Market]] - the Kitchen '''Available for paid rental''': *[[#District Hall|District Hall]] *[[#NonProfit Center|NonProfit Center]] - 60 South St. *[[#CIC Boston|Cambridge Innovation Center - Boston]] - 50 Milk St. '''Law Firms & Professional Services''' *Nixon Peabody (have used when there is a connection for the event) *Sherin & Lodgen (Ron Ruth; Environmental Law practice; don't know what facilities they have and whether they make them available) '''Colleges & Universities''' *Downtown location preferred by BASIC attendees: :*Simmons, Emerson, Suffolk *Others: :*BU, Harvard, MIT '''Venues to Research''': *Appalachian Mountain Club - 5 Joy St., Boston (space for 50+) :*Erin Taylor of MassEnergy explored this for our April 2016 event with MassEnergy *Simmons College :*Suggested by Erin Taylor - has contacts? *Emerson College :*Suggested by Erin Taylor - has contacts there *Microsoft Innovation Center in Cambridge :*[http://microsoftnewengland.com/content/community-space-usage-guidelines Guidelines] :*[http://microsoftnewengland.com/eventmanager/ Event Request Form] :*Alex pursuing it for Investing for Impact *Mass Challenge - 21 Drydock Ave. (Do they have event space there?) *UMass Club (fee) *Greentown Labs, Somerville (clean tech events) '''Others previously used''': *Christian Science Monitor (~50, but in Back Bay) :*Used in September 2015, but with discontinuation of Monitor Direct, not sure if would still be available == District Hall == 75 Seaport Boulevard (between Barking Crab and ICA) *A public/private partnership '''Brew Cafe/Gather''' - attached restaurant & bar that provides catering services for the District Hall spaces :*Sheila Gill, Events Manager :*See PDF and her 2016-01-22 note with information Spaces: *Lounge - open seating available first-come, first-served, from 8:00 am to 5:00 pm *Meeting spaces: :*Small Pod - 4-person work table, up to 12 in seating/conference configuration ($50/hour) :*Large Pod - 12-20 around a conference table ($100/hour) *[http://www.districthallboston.org/eventbookings/ Event Spaces]: :*Lounge (evenings) - up to 150 standing :*Assembly Space - up to 200 seated conference style, 250 standing, other configs available ::*Charges $100 - $300/hour, depending on type of event and organization == NonProfit Center == [http://nonprofitcenterboston.org/reserve-meeting-space Meeting space information] :*Online registration form :*48-hour max turnaoround '''Rates''': :*Full-day rental: up to 8 hours beginning at 8:00 a.m. :*Weekend (Saturday only) rental: 8:00 a.m. to 4:00 p.m. :*Half-day rentals: up to 4 hours beginning at 8:00 a.m. :*Evening rental: half-day rate beginning at 6:00 p.m. *Please note: Building and technology assistance services, including room set-up and clean-up, will not be available for evening or weekend rentals. A $50 fee for room set-up may be applied to special room configurations. {{color||2016-10-24}} - Increased rental rates. '''Conference Center Facilities''': Conference Center East (125 theater style, 40 seated rounds) :*East Room (1,166 s.f.) :*$350/$550 (was 250/450) Conference Center West (140 theater style, 64 seated rounds) :*West Room (2,354 s.f.) :*$500/$700 (was $400/$600) Full Conference Center Rentals (220 theater style, 125 seated rounds) :*3,250 s.f. :*$700/$1,100 (was $600/$1,000) '''Additional Facilities''' :In addition to our Community Conference Center, the NonProfit Center also has several meeting rooms available on its first floor to accomodate small meetings. Wayne Glynn Community Room (75 theater style, 42 seated rounds) :*$275/$475 (was $175/$375) Videoconferencing Room (20 seat roundtable) :*$200/$300 (was $100/$200) == UUA == The Unitarian Universalist Association headquarters is at '''24 Farnsworth St.''' in Boston, just across the Fort Point channel from the downtown financial district. The UUA has a chapel/meeting space that seats up to about 80 people. [[involved::Tim Brennan]], the UUA Treasurer, made the space available to BASIC at no cost for our January, 2016 session on COP21. [[involved::Susan Helbert]] is his assistant. *In general, the space is available for rental to organizations as long as the purpose of the event is not in conflict with UU values. :*The standard rental cost is '''$600''' (double check this, and any possible discount, with Tim or Susan) :*Tim is willing and may be able to provide the space at no cost if the event is of direct interest to the UUA (as was the COP21 event). :*We should pay for or provide snacks '''Note:''' Tim is on sabbatical from April through June 2016. == CIC Boston == [http://boston.cic.us/ Cambridge Innovation Center Boston] is located at '''50 Milk Street'''. CIC-Boston [http://boston.cic.us/event-space/ event space] includes: *'''Milky Way''' - a 1,900 sq ft open area on the 17th floor that can comfortably accommodate groups of 30-80 people. With stunning views of the Boston skyline, Milky Way is ideal for theatre style presentations, small conferences, evening receptions, and custom arrangements based on your individual needs. - See more at: http://boston.cic.us/event-space/#sthash.7zscjsJ9.dpuf *'''Large Conference Rooms - capacity '''10 - 18''' people. :*These professional boardrooms are equipped with whiteboards, Polycom conference phones, and 70″ TVs for projection. :*Cost $75/hour *We are hoping to use this space for our {{color||2015-05-18}} event through '''Branchfood''', a CIC tenant. Connection to Lauren at Branchfood made for Jed by '''Aaron Niederhelman'''. Aaron was to be a speaker at the event, but had to pull out because of a date conflict. :*Smaller conference rooms aree included in the monthly fees startup organizations pay to locate at the CIC. :*Add information from Jed's recent note on costs. == Boston Public Library == The '''Commonwealth Salon''' in the McKim Building of the Central Library at Copley Square is available to 501(c)3 not-for-profit organizations on a first-come, first-served basis. :*The room holds up to 80 people :*Requests need to be made at least three weeks in advance. :*Details on the [http://www.bpl.org/central/meetingrooms.htm library's web site] == Boston Public Market == Add 2016-05-12 response :*Name of contact :*2:30 - 4:30 for community groups :*Explore 5:30 - 7:30 pm availability *[http://www.thetrustees.org/places-to-visit/greater-boston/boston-public-market.html The Kitchen] at the [http://bostonpublicmarket.org Boston Public Market] (Haymarket) :*3,200 square foot kitchen space that "serves as a community teaching, learning, and gathering place at the Boston Public Market. :*Programmed by the Trustees of Reservations :*Sent inquiry {{color||2016-05-02}} for 5/18 BASIC session "The Food Agenda" == Atlantic Wharf == The BSA (Boston Society of Architects) oversees a public gallery and meeting space at the Atlantic Wharf property (Boston's first LEED Platinum skyscraper). {{color||October 2016}} - We are exploring the use of this space for a January or February 2017 Green Building event. Grey Lee of USGBC is following up. == The Boston Foundation == The Boston Foundation makes conference facilities available to non-profit organizations, but '''only during business hours'''. TBF has one large room - '''South Boston/Class Room''' *seating capacity 70 - 80 theatre style (minimum of 2 – 3 hours only) *30 – 70 classroom style, depending on setup :*16 6ft tables are available with a seating capacity of 2 to 5 each); three additional tables are available for registration or brochures and catering ---- 58d2p1vjgay2t02j4u4hihc79dhkaxv 667 666 2024-05-24T04:54:36Z Michael 1 1 revision imported 666 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} '''Available''': *Hemenway & Barnes (willing; in discussions) *Putnam Investments - 1 Post Office Square (up to 80, amphitheater-style seating) *[[#UUA|Unitarian Universalist Association]] - 24 Farnsworth St. (up to 80) '''Affiliates''' - smaller spaces (<25) *Boston Common Asset Management (20 by opening up to shared space adjacent to conference room) *Federal Street Advisors - (up to 14) *MSCI *Trillium - conference room (about 20) *Walden Asset Management *Zevin Asset Management - shared space (20-30) or conference room (15) '''Other Venues''' (may be available at no cost): *[[#Boston Public Library|Boston Public Library]] Commonwealth Salon (up to 80) *[[#Boston Public Market|Boston Public Market]] - the Kitchen '''Available for paid rental''': *[[#District Hall|District Hall]] *[[#NonProfit Center|NonProfit Center]] - 60 South St. *[[#CIC Boston|Cambridge Innovation Center - Boston]] - 50 Milk St. '''Law Firms & Professional Services''' *Nixon Peabody (have used when there is a connection for the event) *Sherin & Lodgen (Ron Ruth; Environmental Law practice; don't know what facilities they have and whether they make them available) '''Colleges & Universities''' *Downtown location preferred by BASIC attendees: :*Simmons, Emerson, Suffolk *Others: :*BU, Harvard, MIT '''Venues to Research''': *Appalachian Mountain Club - 5 Joy St., Boston (space for 50+) :*Erin Taylor of MassEnergy explored this for our April 2016 event with MassEnergy *Simmons College :*Suggested by Erin Taylor - has contacts? *Emerson College :*Suggested by Erin Taylor - has contacts there *Microsoft Innovation Center in Cambridge :*[http://microsoftnewengland.com/content/community-space-usage-guidelines Guidelines] :*[http://microsoftnewengland.com/eventmanager/ Event Request Form] :*Alex pursuing it for Investing for Impact *Mass Challenge - 21 Drydock Ave. (Do they have event space there?) *UMass Club (fee) *Greentown Labs, Somerville (clean tech events) '''Others previously used''': *Christian Science Monitor (~50, but in Back Bay) :*Used in September 2015, but with discontinuation of Monitor Direct, not sure if would still be available == District Hall == 75 Seaport Boulevard (between Barking Crab and ICA) *A public/private partnership '''Brew Cafe/Gather''' - attached restaurant & bar that provides catering services for the District Hall spaces :*Sheila Gill, Events Manager :*See PDF and her 2016-01-22 note with information Spaces: *Lounge - open seating available first-come, first-served, from 8:00 am to 5:00 pm *Meeting spaces: :*Small Pod - 4-person work table, up to 12 in seating/conference configuration ($50/hour) :*Large Pod - 12-20 around a conference table ($100/hour) *[http://www.districthallboston.org/eventbookings/ Event Spaces]: :*Lounge (evenings) - up to 150 standing :*Assembly Space - up to 200 seated conference style, 250 standing, other configs available ::*Charges $100 - $300/hour, depending on type of event and organization == NonProfit Center == [http://nonprofitcenterboston.org/reserve-meeting-space Meeting space information] :*Online registration form :*48-hour max turnaoround '''Rates''': :*Full-day rental: up to 8 hours beginning at 8:00 a.m. :*Weekend (Saturday only) rental: 8:00 a.m. to 4:00 p.m. :*Half-day rentals: up to 4 hours beginning at 8:00 a.m. :*Evening rental: half-day rate beginning at 6:00 p.m. *Please note: Building and technology assistance services, including room set-up and clean-up, will not be available for evening or weekend rentals. A $50 fee for room set-up may be applied to special room configurations. {{color||2016-10-24}} - Increased rental rates. '''Conference Center Facilities''': Conference Center East (125 theater style, 40 seated rounds) :*East Room (1,166 s.f.) :*$350/$550 (was 250/450) Conference Center West (140 theater style, 64 seated rounds) :*West Room (2,354 s.f.) :*$500/$700 (was $400/$600) Full Conference Center Rentals (220 theater style, 125 seated rounds) :*3,250 s.f. :*$700/$1,100 (was $600/$1,000) '''Additional Facilities''' :In addition to our Community Conference Center, the NonProfit Center also has several meeting rooms available on its first floor to accomodate small meetings. Wayne Glynn Community Room (75 theater style, 42 seated rounds) :*$275/$475 (was $175/$375) Videoconferencing Room (20 seat roundtable) :*$200/$300 (was $100/$200) == UUA == The Unitarian Universalist Association headquarters is at '''24 Farnsworth St.''' in Boston, just across the Fort Point channel from the downtown financial district. The UUA has a chapel/meeting space that seats up to about 80 people. [[involved::Tim Brennan]], the UUA Treasurer, made the space available to BASIC at no cost for our January, 2016 session on COP21. [[involved::Susan Helbert]] is his assistant. *In general, the space is available for rental to organizations as long as the purpose of the event is not in conflict with UU values. :*The standard rental cost is '''$600''' (double check this, and any possible discount, with Tim or Susan) :*Tim is willing and may be able to provide the space at no cost if the event is of direct interest to the UUA (as was the COP21 event). :*We should pay for or provide snacks '''Note:''' Tim is on sabbatical from April through June 2016. == CIC Boston == [http://boston.cic.us/ Cambridge Innovation Center Boston] is located at '''50 Milk Street'''. CIC-Boston [http://boston.cic.us/event-space/ event space] includes: *'''Milky Way''' - a 1,900 sq ft open area on the 17th floor that can comfortably accommodate groups of 30-80 people. With stunning views of the Boston skyline, Milky Way is ideal for theatre style presentations, small conferences, evening receptions, and custom arrangements based on your individual needs. - See more at: http://boston.cic.us/event-space/#sthash.7zscjsJ9.dpuf *'''Large Conference Rooms - capacity '''10 - 18''' people. :*These professional boardrooms are equipped with whiteboards, Polycom conference phones, and 70″ TVs for projection. :*Cost $75/hour *We are hoping to use this space for our {{color||2015-05-18}} event through '''Branchfood''', a CIC tenant. Connection to Lauren at Branchfood made for Jed by '''Aaron Niederhelman'''. Aaron was to be a speaker at the event, but had to pull out because of a date conflict. :*Smaller conference rooms aree included in the monthly fees startup organizations pay to locate at the CIC. :*Add information from Jed's recent note on costs. == Boston Public Library == The '''Commonwealth Salon''' in the McKim Building of the Central Library at Copley Square is available to 501(c)3 not-for-profit organizations on a first-come, first-served basis. :*The room holds up to 80 people :*Requests need to be made at least three weeks in advance. :*Details on the [http://www.bpl.org/central/meetingrooms.htm library's web site] == Boston Public Market == Add 2016-05-12 response :*Name of contact :*2:30 - 4:30 for community groups :*Explore 5:30 - 7:30 pm availability *[http://www.thetrustees.org/places-to-visit/greater-boston/boston-public-market.html The Kitchen] at the [http://bostonpublicmarket.org Boston Public Market] (Haymarket) :*3,200 square foot kitchen space that "serves as a community teaching, learning, and gathering place at the Boston Public Market. :*Programmed by the Trustees of Reservations :*Sent inquiry {{color||2016-05-02}} for 5/18 BASIC session "The Food Agenda" == Atlantic Wharf == The BSA (Boston Society of Architects) oversees a public gallery and meeting space at the Atlantic Wharf property (Boston's first LEED Platinum skyscraper). {{color||October 2016}} - We are exploring the use of this space for a January or February 2017 Green Building event. Grey Lee of USGBC is following up. == The Boston Foundation == The Boston Foundation makes conference facilities available to non-profit organizations, but '''only during business hours'''. TBF has one large room - '''South Boston/Class Room''' *seating capacity 70 - 80 theatre style (minimum of 2 – 3 hours only) *30 – 70 classroom style, depending on setup :*16 6ft tables are available with a seating capacity of 2 to 5 each); three additional tables are available for registration or brochures and catering ---- 58d2p1vjgay2t02j4u4hihc79dhkaxv 0 350 668 2017-01-10T19:59:56Z Greis>Michael 0 668 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2017-02]] *Organized by [[is a member of::Grey Lee]] and [[is a member of::Jessica Halvorsen]] == Description == Grey will provide paragraph == To Do == *color||2016-12-21}} - Waiting for reply from Grey Lee on date and location. *Send Grey info on Sustainable Investing seminars (Michael) {{color||Done}} *Target date is '''January 19th or February 23rd''' :*we can lock in one of the dates once we have a venue *We'll both explore venue options (BSA/Boston Properties on Atlantic Wharf, others) (Grey, Michael) *Plan to promote event to BASIC and USGBC audiences (others as appropriate) (Grey, Michael) :*Larger venue (up to ~90) may be easier for you to locate *Grey to send a draft description of event and topics to be covered (~paragraph or two) (Grey) :*We'll collaborate on refining/revising the initial description for the event announcement once we have the date and venue *Aim to confirm the event in the next several weeks == Status == {{color||2016-10-14}}: *Speaker/Panelists - Grey Lee *Venue - *Event Description - *Announcement - *Publicity - == Background == '''2016-10-14 call with Grey and Jess''' Jess: *Jess has worked as volunteer events chair for USGBC *Had been to BASIC events *Thought there would be overlap Boston will host USGBC Green Build conference next November *1H BASIC talk could be good timing *Green Build attracts 25,000 - 30,000 people *Attracts architects, builders, owner/occupies, etc. Jess went to Green Build representing an owner-occupier with a portfolio of space Grey: *500-600 members *50 sonsoring firmst *$250,000 budget *Education and advocacy, public policy *Was a commercial broker, LSE master; 128 3 North *Building space as a tenant rep *LEED consulting *Now USGBC for 4 years Topics: *Global Real Estate Benchmark - GRESB *Green Building overview - History of Green Building standards, etc. Possible topic for BSAS Sustainable Investing seminar.... Grey is also interested in connecting to the insurance industry on '''resilience''' *Discussed asset and investment management firms in Boston - sea level rise...possible session Target Dates: {{color||'''2017-01-19'''}} or {{color||'''2017-02-23'''}} Discussed venues: *Cambridge Innovation Center (Boston Location) where Grey is a tenant *Boston Society of Architects - Boston Properties space at Altantic Whart *Grey will look into his contacts; I will do the same Promote event to both communities - drive additional attendance and opportunity to connect communities ---- fq3e0cp42jc3n7atc8vq6jl19pod7dq 669 668 2024-05-24T04:54:36Z Michael 1 1 revision imported 668 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2017-02]] *Organized by [[is a member of::Grey Lee]] and [[is a member of::Jessica Halvorsen]] == Description == Grey will provide paragraph == To Do == *color||2016-12-21}} - Waiting for reply from Grey Lee on date and location. *Send Grey info on Sustainable Investing seminars (Michael) {{color||Done}} *Target date is '''January 19th or February 23rd''' :*we can lock in one of the dates once we have a venue *We'll both explore venue options (BSA/Boston Properties on Atlantic Wharf, others) (Grey, Michael) *Plan to promote event to BASIC and USGBC audiences (others as appropriate) (Grey, Michael) :*Larger venue (up to ~90) may be easier for you to locate *Grey to send a draft description of event and topics to be covered (~paragraph or two) (Grey) :*We'll collaborate on refining/revising the initial description for the event announcement once we have the date and venue *Aim to confirm the event in the next several weeks == Status == {{color||2016-10-14}}: *Speaker/Panelists - Grey Lee *Venue - *Event Description - *Announcement - *Publicity - == Background == '''2016-10-14 call with Grey and Jess''' Jess: *Jess has worked as volunteer events chair for USGBC *Had been to BASIC events *Thought there would be overlap Boston will host USGBC Green Build conference next November *1H BASIC talk could be good timing *Green Build attracts 25,000 - 30,000 people *Attracts architects, builders, owner/occupies, etc. Jess went to Green Build representing an owner-occupier with a portfolio of space Grey: *500-600 members *50 sonsoring firmst *$250,000 budget *Education and advocacy, public policy *Was a commercial broker, LSE master; 128 3 North *Building space as a tenant rep *LEED consulting *Now USGBC for 4 years Topics: *Global Real Estate Benchmark - GRESB *Green Building overview - History of Green Building standards, etc. Possible topic for BSAS Sustainable Investing seminar.... Grey is also interested in connecting to the insurance industry on '''resilience''' *Discussed asset and investment management firms in Boston - sea level rise...possible session Target Dates: {{color||'''2017-01-19'''}} or {{color||'''2017-02-23'''}} Discussed venues: *Cambridge Innovation Center (Boston Location) where Grey is a tenant *Boston Society of Architects - Boston Properties space at Altantic Whart *Grey will look into his contacts; I will do the same Promote event to both communities - drive additional attendance and opportunity to connect communities ---- fq3e0cp42jc3n7atc8vq6jl19pod7dq 0 351 670 2016-02-24T13:36:50Z Greis>Michael 0 670 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} Potential date: 2016 == To Do == == Status == *Not yet discussed with Leadership Team == Background == [[involved::Lauren Compere]] of Boston Common Asset Management suggested a session on human rights issues. She believe she may be able to get John Ruggie for this event. Potential speakers *[https://www.hks.harvard.edu/about/faculty-staff-directory/john-ruggie John Ruggie] ::As Assistant Secretary General of the UN under Kofi Annan, John worked to establish and oversee the UN Global Compact, now the worlds largest corporate citizenship initiative, and proposed and gained General Assembly approval for the Millennium Development Goals *[http://www.shiftproject.org/profile/caroline-rees Caroline Rees] - President, Shift Project ::Worked for John Ruggie at UN ::Director of the Governance and Accountability Program at the Corporate Social Responsibility Initiative at Harvard Kennedy School from 2009 to 2011 *Local company working on these issues pugd2zvp4rscdcef3lrj6bzountcvfy 671 670 2024-05-24T04:54:36Z Michael 1 1 revision imported 670 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} Potential date: 2016 == To Do == == Status == *Not yet discussed with Leadership Team == Background == [[involved::Lauren Compere]] of Boston Common Asset Management suggested a session on human rights issues. She believe she may be able to get John Ruggie for this event. Potential speakers *[https://www.hks.harvard.edu/about/faculty-staff-directory/john-ruggie John Ruggie] ::As Assistant Secretary General of the UN under Kofi Annan, John worked to establish and oversee the UN Global Compact, now the worlds largest corporate citizenship initiative, and proposed and gained General Assembly approval for the Millennium Development Goals *[http://www.shiftproject.org/profile/caroline-rees Caroline Rees] - President, Shift Project ::Worked for John Ruggie at UN ::Director of the Governance and Accountability Program at the Corporate Social Responsibility Initiative at Harvard Kennedy School from 2009 to 2011 *Local company working on these issues pugd2zvp4rscdcef3lrj6bzountcvfy 0 352 672 2016-02-24T13:37:15Z Greis>Michael 0 672 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} Event scheduled for [[activity date::2015-10-22]] == Description == '''The Sustainable Development Goals (SDGs) and Socially Responsible Investments (SRI): Focus on Inequality''' "Inequality takes many forms, from gender inequality to post-incarceration inequality to broad financial inequality. It also has varied and diverse impacts on our society, which is probably why so many of the Sustainable Development Goals touch on the topic: *SDG #5: Achieve gender equality and empower all women and girls *SDG #8: Promote sustained, inclusive and sustainable economic growth, full and productive employment, and decent work for all *SDG #10: Reduce inequality within and among countries *SDG #16: Promote peaceful and inclusive societies for sustainable development, provide access to justice for all and build effective, accountable and inclusive institutions at all levels This BASIC session will use a panel format to (i) outline the investment and societal ramifications of inequality and (ii) propose potential solutions to reduce inequality. The panel will be moderated by BASIC's own Carly Greenberg and will include panelists from Pax World Investments, MFS Investment Management (Rob Wilson), and Zevin Asset Management (Sonia Kowal)." == To Do == *Save the Date - Christina :*Information for Save the Date - wait till all speakers confirmed *{{color||2015-08-13}} Location - MFS :*{{color||2015-08-13}} Refreshments - Yes *Confirm speakers: Rob (yes) | Carly (yes) | PAX World () | Sonia Kowal () *{{color||2015-08-13}} Get firm date from Rob *{{color||2015-08-13}} Get outline/summary from Carly & Rob == Status == *{{color||2015-08-13}} - Update note from Rob *[[#2015-07-09 Rob and Carly|2015-07-09]] - Planning call with Rob Wilson and Carly Greenberg == 2015-07-09 Rob and Carly == Rob's trip to Europe - as long as big firms can explain to clients how they're incorporating ESG into the research, the clients are for the most part satisfied *Thinks this will last for the next few years *More advanced customers will demand more - how are you systemitizing it. *Mostly from clients in Netherlands Agenda: *Scope the event - big topic; what are we covering *Logistics Rob: *Believe audience will be coming from a position of accepting the issue is a problem *But still think want to position that *Here are some of the issues - Rob & Carly :*Proving it's an issue :*What's driving it :*Stock and sector issues *Other speakers more specific :*Imprisonment and Gender *Carly - Walden's engagement strategy - focusing more on global income inequality *PAX World - Gender inequality - especially pay :* Carly - 17 sustainable development goals *Income inequality - sustainable development goals :*5 - :*10 :*12 July 28-29th lunch - Rob & Carly Frame it under SDG's Targeting October *Space - Rob believes can make space available :*Target '''October 22nd''' (October 15th as backup) *Speakers :*Sonya at PAX 68dnw14timenwgxjkzwrfstmzmoqvym 673 672 2024-05-24T04:54:36Z Michael 1 1 revision imported 672 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} Event scheduled for [[activity date::2015-10-22]] == Description == '''The Sustainable Development Goals (SDGs) and Socially Responsible Investments (SRI): Focus on Inequality''' "Inequality takes many forms, from gender inequality to post-incarceration inequality to broad financial inequality. It also has varied and diverse impacts on our society, which is probably why so many of the Sustainable Development Goals touch on the topic: *SDG #5: Achieve gender equality and empower all women and girls *SDG #8: Promote sustained, inclusive and sustainable economic growth, full and productive employment, and decent work for all *SDG #10: Reduce inequality within and among countries *SDG #16: Promote peaceful and inclusive societies for sustainable development, provide access to justice for all and build effective, accountable and inclusive institutions at all levels This BASIC session will use a panel format to (i) outline the investment and societal ramifications of inequality and (ii) propose potential solutions to reduce inequality. The panel will be moderated by BASIC's own Carly Greenberg and will include panelists from Pax World Investments, MFS Investment Management (Rob Wilson), and Zevin Asset Management (Sonia Kowal)." == To Do == *Save the Date - Christina :*Information for Save the Date - wait till all speakers confirmed *{{color||2015-08-13}} Location - MFS :*{{color||2015-08-13}} Refreshments - Yes *Confirm speakers: Rob (yes) | Carly (yes) | PAX World () | Sonia Kowal () *{{color||2015-08-13}} Get firm date from Rob *{{color||2015-08-13}} Get outline/summary from Carly & Rob == Status == *{{color||2015-08-13}} - Update note from Rob *[[#2015-07-09 Rob and Carly|2015-07-09]] - Planning call with Rob Wilson and Carly Greenberg == 2015-07-09 Rob and Carly == Rob's trip to Europe - as long as big firms can explain to clients how they're incorporating ESG into the research, the clients are for the most part satisfied *Thinks this will last for the next few years *More advanced customers will demand more - how are you systemitizing it. *Mostly from clients in Netherlands Agenda: *Scope the event - big topic; what are we covering *Logistics Rob: *Believe audience will be coming from a position of accepting the issue is a problem *But still think want to position that *Here are some of the issues - Rob & Carly :*Proving it's an issue :*What's driving it :*Stock and sector issues *Other speakers more specific :*Imprisonment and Gender *Carly - Walden's engagement strategy - focusing more on global income inequality *PAX World - Gender inequality - especially pay :* Carly - 17 sustainable development goals *Income inequality - sustainable development goals :*5 - :*10 :*12 July 28-29th lunch - Rob & Carly Frame it under SDG's Targeting October *Space - Rob believes can make space available :*Target '''October 22nd''' (October 15th as backup) *Speakers :*Sonya at PAX 68dnw14timenwgxjkzwrfstmzmoqvym 0 353 674 2016-11-01T14:22:13Z Greis>Michael 0 /* Event Rosters and Labels */ 674 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Event Rosters and Labels == {{color||2016-09-09}} - Update this. Now that can download the full roster spreadsheet from Eventbrite, no longer need to look up companies in the alpha sorted member list. What was the ''BASIC event roster company''' spreadsheet is now the ''BASIC event roster'' spreadsheet. Download event attendance report from Eventbrite *Customize the report first by adding the ''Date Attending'', ''Barcode'' and ''Event name'' (Under Event Info) columns :*Should have '''18''' columns in the spreadsheet (A-R) :*Note - if this proves too cumbersome going forward, can remove it by changing the BASIC event roster file template. {{OpenHidden|Column Details}} {| {{table border="1" cellpadding="4" cellspacing="0" class="sortable" style="border:\#c9c9c9 1px solid; margin: 1em 1em 1em 0; border-collapse: collapse;"}} <!-- Header row --> |- !style="background:#ffdead;" | Row !style="background:#ffdead;" | Default !style="background:#ffdead;" | As Customized <!-- Content row --> |- |A||Order #||Event Name |- |B||Order Date||Order ID |- |C||First Name||Order Date |- |D||Last Name||First Name |- |E||Email||Last Name |- |F||Quantity||Email |- |G||Ticket Type||Quantity |- |H||Order Type||Ticket Type |- |I||Total Paid||Barcode # |- |J||Eventbrite Fees||Date Attending |- |K||Eventbrite Payment Processing||Order Type |- |L||Attendee Status||Total Paid |- |M||Add to listserv?||Eventbrite Fees |- |N||Job Title||Eventbrite Payment Processing |- |O||Company||Add to listserv? |- |P||&nbsp;||Job Title |- |Q||&nbsp;||Company <!-- End of table --> |} {{CloseHidden}} If '''not''' printing badges: *Sort registration worksheet downloaded from Eventbrite by last name, first name *Copy data (columns A-Q) to a new copy of the ''Template'' tab in the '''BASIC event roster''' spreadsheet *Name the new tab for the event or the date *Sort the data by last name, first name *Remove duplicates (donations may result in duplicate entries) *Print the roster If '''are''' printing badges: *Sort registration worksheet downloaded from Eventbrite by last name, first name *Copy data (columns A-Q) directly to the ''Template'' tab in the '''BASIC event roster''' spreadsheet *Rename the tab to the event date *Sort the data by last name, first name *Print the roster *Rename the tab back to ''Template'' *Print the badges (uses names in the ''Template'' tab) *After the event, make a copy of the ''Template'' tab in the '''BASIC event roster archive''' spreadsheet and name it for the event date. After the event: *Update the ''sign-in''' column with "y" entries for those who attended *Add walk-ins *Make a copy of the event roster tab (Using '''Paste Values''' in the '''BASIC event roster archive''' spreadsheet. == BASIC Event Roster Archive == Event rosters for each event == BASIC event registration current == Tracks registrations for the current event *Copy the data from the downloaded event registration report to the ''Attendees'' tab. *Update the dates and array formula in the ''Data'' tab to track RSVP/registration dates After the event, copy the ''Attendees'' tab to the '''BASIC event registration archive''' file. == BASIC event registration current == Archive for registrations for all past events. *{{color||Note:}} Most of the data is now included in the '''BASIC Event Roster''' file. Going forwrad, may not need to maintain this archive as well. However, this file does maintain the duplicate entries resulting from donations. == Web site event announcements == As of {{color||2016-06-06}} *Create an event using the '''[http://bostonsri.org/login admin interface]'''. '''To-do:''' *Set up some sort of template for events *Work with Marion & Emily (web chairs) to set them up for event creation? *Work with Christina to standardize format, allow creation of one HTML event description for Events Calendar, EventBrite and list posting? *Andreas - auto-post of events to list? == Files == {{color||2016-09-21}} - Updated. *'''BASIC event label file''' - MailMerge master for printing 2" x 3" name badges :*Reads from the "BASIC event roster" spreadsheet *'''BASIC event roster''' - Source file for creating printed rosters and name badges for current event. :*{{color||Note:}} Make a new tab from the template for each event. After the event, move it to the ''' BASIC event roster archive''' file. :*Download the event attendance report from Eventbrite *'''BASIC event roster archive''' - archive of past event rosters :*{{color||Note:}} As of 2016-09-19 event, this will also have *'''BASIC Membership List''' - List of all BASIC Members :*Information downloaded from Simplelists :*Maintained by manually adding/deleting members as notified by Simplelists automated e-mail reports :*Alpha tab with list sorted by last name ---- 1hbxbl157lcl17y9qexk6a9njg30meo 675 674 2024-05-24T04:54:36Z Michael 1 1 revision imported 674 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Event Rosters and Labels == {{color||2016-09-09}} - Update this. Now that can download the full roster spreadsheet from Eventbrite, no longer need to look up companies in the alpha sorted member list. What was the ''BASIC event roster company''' spreadsheet is now the ''BASIC event roster'' spreadsheet. Download event attendance report from Eventbrite *Customize the report first by adding the ''Date Attending'', ''Barcode'' and ''Event name'' (Under Event Info) columns :*Should have '''18''' columns in the spreadsheet (A-R) :*Note - if this proves too cumbersome going forward, can remove it by changing the BASIC event roster file template. {{OpenHidden|Column Details}} {| {{table border="1" cellpadding="4" cellspacing="0" class="sortable" style="border:\#c9c9c9 1px solid; margin: 1em 1em 1em 0; border-collapse: collapse;"}} <!-- Header row --> |- !style="background:#ffdead;" | Row !style="background:#ffdead;" | Default !style="background:#ffdead;" | As Customized <!-- Content row --> |- |A||Order #||Event Name |- |B||Order Date||Order ID |- |C||First Name||Order Date |- |D||Last Name||First Name |- |E||Email||Last Name |- |F||Quantity||Email |- |G||Ticket Type||Quantity |- |H||Order Type||Ticket Type |- |I||Total Paid||Barcode # |- |J||Eventbrite Fees||Date Attending |- |K||Eventbrite Payment Processing||Order Type |- |L||Attendee Status||Total Paid |- |M||Add to listserv?||Eventbrite Fees |- |N||Job Title||Eventbrite Payment Processing |- |O||Company||Add to listserv? |- |P||&nbsp;||Job Title |- |Q||&nbsp;||Company <!-- End of table --> |} {{CloseHidden}} If '''not''' printing badges: *Sort registration worksheet downloaded from Eventbrite by last name, first name *Copy data (columns A-Q) to a new copy of the ''Template'' tab in the '''BASIC event roster''' spreadsheet *Name the new tab for the event or the date *Sort the data by last name, first name *Remove duplicates (donations may result in duplicate entries) *Print the roster If '''are''' printing badges: *Sort registration worksheet downloaded from Eventbrite by last name, first name *Copy data (columns A-Q) directly to the ''Template'' tab in the '''BASIC event roster''' spreadsheet *Rename the tab to the event date *Sort the data by last name, first name *Print the roster *Rename the tab back to ''Template'' *Print the badges (uses names in the ''Template'' tab) *After the event, make a copy of the ''Template'' tab in the '''BASIC event roster archive''' spreadsheet and name it for the event date. After the event: *Update the ''sign-in''' column with "y" entries for those who attended *Add walk-ins *Make a copy of the event roster tab (Using '''Paste Values''' in the '''BASIC event roster archive''' spreadsheet. == BASIC Event Roster Archive == Event rosters for each event == BASIC event registration current == Tracks registrations for the current event *Copy the data from the downloaded event registration report to the ''Attendees'' tab. *Update the dates and array formula in the ''Data'' tab to track RSVP/registration dates After the event, copy the ''Attendees'' tab to the '''BASIC event registration archive''' file. == BASIC event registration current == Archive for registrations for all past events. *{{color||Note:}} Most of the data is now included in the '''BASIC Event Roster''' file. Going forwrad, may not need to maintain this archive as well. However, this file does maintain the duplicate entries resulting from donations. == Web site event announcements == As of {{color||2016-06-06}} *Create an event using the '''[http://bostonsri.org/login admin interface]'''. '''To-do:''' *Set up some sort of template for events *Work with Marion & Emily (web chairs) to set them up for event creation? *Work with Christina to standardize format, allow creation of one HTML event description for Events Calendar, EventBrite and list posting? *Andreas - auto-post of events to list? == Files == {{color||2016-09-21}} - Updated. *'''BASIC event label file''' - MailMerge master for printing 2" x 3" name badges :*Reads from the "BASIC event roster" spreadsheet *'''BASIC event roster''' - Source file for creating printed rosters and name badges for current event. :*{{color||Note:}} Make a new tab from the template for each event. After the event, move it to the ''' BASIC event roster archive''' file. :*Download the event attendance report from Eventbrite *'''BASIC event roster archive''' - archive of past event rosters :*{{color||Note:}} As of 2016-09-19 event, this will also have *'''BASIC Membership List''' - List of all BASIC Members :*Information downloaded from Simplelists :*Maintained by manually adding/deleting members as notified by Simplelists automated e-mail reports :*Alpha tab with list sorted by last name ---- 1hbxbl157lcl17y9qexk6a9njg30meo 0 354 676 2016-09-02T17:54:35Z Greis>Michael 0 676 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-11-02]] *Organized by BASIC and [http://www.grassrootsinternational.org/ Grassroots International] *Team: :*[[is a member of::Malkah Feldman]], Grassroots International :*[[is a member of::Emily DeMasi]], Zevin Asset Management ::*Michael ::*Carly == Description == Join us on November 2nd to learn about and discuss '''Climate Justice Solutions''', an innovative approach to transforming our society from an extractive economy to a regenerative, local, living economy. Those most impacted by the ravages of climate change – small farmers and Indigenous Peoples around the world - are also advancing powerful and creative solutions on the ground. Grassroots International has a 32-year history of working with these frontline global communities. Grassroots has developed and supports a different kind of investment in those communities and their local solutions that advance a sustainable food system and develop resilient communities. Grassroots International's Executive Director '''Chung-Wha Hong''', and Director of Grantmaking and Advocacy '''Sara Mersha''' will draw upon their organization's work with global communities to explain how these investments in climate justice solutions work and their impact on economic transformation. Special guest '''Robert Zevin''', Founder of Zevin Asset Management, LLC, will join them and speak to why he has given his personal and financial support to this effort. {{OpenHidden|Previous Version}} Join us on (March, 2017) to discuss Climate Justice Investment. With the goal of seeking a transformation of our society from an extractive economy to a regenerative, local, living economy, we will discuss and explore a different kind of investment, defined by Grassroots International, advancing a sustainable food system and resilient communities. An investment that calls upon our deepest moral and ethical imperative to invest in those most impacted by the ravages of climate change – small farmers and Indigenous Peoples - as they continue to advance the most powerful and creative solutions. Grassroots International, with a 32-year history of funding front-line global communities, speaks to the solutions offered by those defending land and water from fossil fuel and other industries causing environmental harm; building community-controlled energy and food systems toward a just and resilient economy and society. Special guest, Robert Zevin, will speak to why he has invested in this effort. {{CloseHidden}} === Short Form === Join us on November 2nd to learn about and discuss an innovative approach to transforming our society from an extractive economy to a regenerative, local, living economy. '''Chung-Wha Hong''' and '''Sara Mersha''' of Grassroots International will be joined by special guest '''Robert Zevin''', Chairman and Founder of Zevin Asset Management LLC, to explore Climate Justice Solutions, a different kind of investment that advances a sustainable food system and develops resilient communities. == To Do == {{OpenHidden|Completed}} {{color||2016-08-24}}: *Select primary and backup date in March, 2017 (Malkah Feldman and Emily Demasi) *Check for 2016 event windows (Michael) :*first half October? :*first week November (depending on Rob's October date)? {{CloseHidden}} == Status == {{color||2016-09-02}}: *Speaker/Panelists: :*[[contributed to::Robert Zevin]], Zevin Asset Management :*[[contributed to::Chung-Wha Hong]], Executive Director, Grassroots International :*[[contributed to::Sara Mersha]], Director of Grantmaking and Advocacy *Venue - Zevin Asset Management *Event Description - Waiting for confirmation of edits *Web site event - Draft created *Announcement - *Publicity - == Background == === 2016-08-05 === Initial call with Carly and Malkah Feldman *Grassroots has been around for 30 years :*Malkah 6 years at Grassroots *Focus is on ownership of and access to resources - people's rights to land and water *Partners with people who have lost their land - farmers, indigenous people :*Central America - Honduras, Guatelmala & Nicaragua :*Haiti, Palestine, West Africa Have long-term partnerships - have watched our partners grow and thrive. Very corrupt environments and governments have hurt Partners - Landless Workers Movement *Reclaim land about equal to MA for 100,000 people *Then create sustainable, thriving communities - education, etc. Getting the land back is a long and hard process *In Brazil, land not used for public purposes avre Partners are front line against mining in many parts of the world That's the struggle. When you have climate impacts layered on that - rising sea levels, deforestation, etc. - have much greater impact Grassroots has decided that it will focus on climate justice issue over next several years. Raise awareness in the US on the impacts. Seeing different economic and community models from partners around the world Grassroots - send money to partners and build support in the US Carly - ideas? *Like climate justice focus :*Was a panel at US SIF :*When push ahead with full environmental focus, sometimes lose human impact :*Environmental and social not always on same page *Perhaps a panel? :*Case study :*Sarah Mercer - director of programs and grantmaking :* I suggested: *Overview of Grassroots and what they've done *Case study :*Malkah - Haiti? *Flow - history of country and movements, climate change impact, going forward plans Have worked with/reached out to investors - positioned their track record; suggest that communities on the ground have the best understanding of what's needed..... *Can be more impactful than aid agencies *Want to position as beyond charity.... '''Investing in Climate Justice''' *How do you do it and how do you know you've been successful * What would be of interest to our audience: *How-to do it and how to know you've been successful * *Talk about assessment - that's what we've done *Donors think of these as investments. *Mostly individual donors - college professors, SRI investors, :*Family Foundations :*Religious organizations - Methodists :*Oston Foundation, Atkinson Foundation, Blossom Fund, Kennett, :*Lawson-Valentine, Merck Family fund, NE BioLabs foundation :*60 people >$1,000 per year (professors....) One of the "fathers of the field"? - absolutely == Follow-up == *Malkah to circle back with colleagues and put together an proposed outline and agenda (~2 weeks) *We'll review, make suggestions for fit with audience *Back and forth as needed *Once we have an outline we're all comfortable with, we'll turn to scheduling. ---- 4q9jxszhbyelq2ueukdjn5b0cg84soq 677 676 2024-05-24T04:54:36Z Michael 1 1 revision imported 676 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-11-02]] *Organized by BASIC and [http://www.grassrootsinternational.org/ Grassroots International] *Team: :*[[is a member of::Malkah Feldman]], Grassroots International :*[[is a member of::Emily DeMasi]], Zevin Asset Management ::*Michael ::*Carly == Description == Join us on November 2nd to learn about and discuss '''Climate Justice Solutions''', an innovative approach to transforming our society from an extractive economy to a regenerative, local, living economy. Those most impacted by the ravages of climate change – small farmers and Indigenous Peoples around the world - are also advancing powerful and creative solutions on the ground. Grassroots International has a 32-year history of working with these frontline global communities. Grassroots has developed and supports a different kind of investment in those communities and their local solutions that advance a sustainable food system and develop resilient communities. Grassroots International's Executive Director '''Chung-Wha Hong''', and Director of Grantmaking and Advocacy '''Sara Mersha''' will draw upon their organization's work with global communities to explain how these investments in climate justice solutions work and their impact on economic transformation. Special guest '''Robert Zevin''', Founder of Zevin Asset Management, LLC, will join them and speak to why he has given his personal and financial support to this effort. {{OpenHidden|Previous Version}} Join us on (March, 2017) to discuss Climate Justice Investment. With the goal of seeking a transformation of our society from an extractive economy to a regenerative, local, living economy, we will discuss and explore a different kind of investment, defined by Grassroots International, advancing a sustainable food system and resilient communities. An investment that calls upon our deepest moral and ethical imperative to invest in those most impacted by the ravages of climate change – small farmers and Indigenous Peoples - as they continue to advance the most powerful and creative solutions. Grassroots International, with a 32-year history of funding front-line global communities, speaks to the solutions offered by those defending land and water from fossil fuel and other industries causing environmental harm; building community-controlled energy and food systems toward a just and resilient economy and society. Special guest, Robert Zevin, will speak to why he has invested in this effort. {{CloseHidden}} === Short Form === Join us on November 2nd to learn about and discuss an innovative approach to transforming our society from an extractive economy to a regenerative, local, living economy. '''Chung-Wha Hong''' and '''Sara Mersha''' of Grassroots International will be joined by special guest '''Robert Zevin''', Chairman and Founder of Zevin Asset Management LLC, to explore Climate Justice Solutions, a different kind of investment that advances a sustainable food system and develops resilient communities. == To Do == {{OpenHidden|Completed}} {{color||2016-08-24}}: *Select primary and backup date in March, 2017 (Malkah Feldman and Emily Demasi) *Check for 2016 event windows (Michael) :*first half October? :*first week November (depending on Rob's October date)? {{CloseHidden}} == Status == {{color||2016-09-02}}: *Speaker/Panelists: :*[[contributed to::Robert Zevin]], Zevin Asset Management :*[[contributed to::Chung-Wha Hong]], Executive Director, Grassroots International :*[[contributed to::Sara Mersha]], Director of Grantmaking and Advocacy *Venue - Zevin Asset Management *Event Description - Waiting for confirmation of edits *Web site event - Draft created *Announcement - *Publicity - == Background == === 2016-08-05 === Initial call with Carly and Malkah Feldman *Grassroots has been around for 30 years :*Malkah 6 years at Grassroots *Focus is on ownership of and access to resources - people's rights to land and water *Partners with people who have lost their land - farmers, indigenous people :*Central America - Honduras, Guatelmala & Nicaragua :*Haiti, Palestine, West Africa Have long-term partnerships - have watched our partners grow and thrive. Very corrupt environments and governments have hurt Partners - Landless Workers Movement *Reclaim land about equal to MA for 100,000 people *Then create sustainable, thriving communities - education, etc. Getting the land back is a long and hard process *In Brazil, land not used for public purposes avre Partners are front line against mining in many parts of the world That's the struggle. When you have climate impacts layered on that - rising sea levels, deforestation, etc. - have much greater impact Grassroots has decided that it will focus on climate justice issue over next several years. Raise awareness in the US on the impacts. Seeing different economic and community models from partners around the world Grassroots - send money to partners and build support in the US Carly - ideas? *Like climate justice focus :*Was a panel at US SIF :*When push ahead with full environmental focus, sometimes lose human impact :*Environmental and social not always on same page *Perhaps a panel? :*Case study :*Sarah Mercer - director of programs and grantmaking :* I suggested: *Overview of Grassroots and what they've done *Case study :*Malkah - Haiti? *Flow - history of country and movements, climate change impact, going forward plans Have worked with/reached out to investors - positioned their track record; suggest that communities on the ground have the best understanding of what's needed..... *Can be more impactful than aid agencies *Want to position as beyond charity.... '''Investing in Climate Justice''' *How do you do it and how do you know you've been successful * What would be of interest to our audience: *How-to do it and how to know you've been successful * *Talk about assessment - that's what we've done *Donors think of these as investments. *Mostly individual donors - college professors, SRI investors, :*Family Foundations :*Religious organizations - Methodists :*Oston Foundation, Atkinson Foundation, Blossom Fund, Kennett, :*Lawson-Valentine, Merck Family fund, NE BioLabs foundation :*60 people >$1,000 per year (professors....) One of the "fathers of the field"? - absolutely == Follow-up == *Malkah to circle back with colleagues and put together an proposed outline and agenda (~2 weeks) *We'll review, make suggestions for fit with audience *Back and forth as needed *Once we have an outline we're all comfortable with, we'll turn to scheduling. ---- 4q9jxszhbyelq2ueukdjn5b0cg84soq 0 355 678 2016-02-24T13:37:39Z Greis>Michael 0 678 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} Event scheduled for [[activity date::2015-09-24]] == Description == Save the date - September 24th at 5:30 pm for '''An update on the global LGBT workforce''' - findings from the field *'''Shelly Alpern''' - Director of Social Research & Shareholder Advocacy, Clean Yield Asset Management *'''Laurent Belsie''' - Editor, Monitor Global Outlook September's BASIC meeting will offer two perspectives on the status of LGBT workers outside the United States and encourage a discussion of future directions for research and advocacy. '''Shelly Alpern''' will share the results of Clean Yield's survey of S&P 100 companies on their LGBT's policies outside the US, and '''Lauren Belsie''' will discuss Monitor Global's on-the-ground report assessing risks to LGBT workers in 11 countries in emerging Asia. Our September meeting will be hosted at the headquarters of the Christian Science Monitor at 210 Massachusetts Avenue in Boston. == To-Do == *{{color|| DONE 2015-08-05}}Identify the speaker from Monitor Global (Susan) - Laurent Belsie *Send out a save-the-date to the BASIC list (Christina) - :*{{color|| DONE 2015-08-11}} Michael send info to Christina - :*{{color||DONE 2015-08-05}} Susan to send me the name & address of the facility? (I don't need all the details; I just want to give the Monitor credit/visibility up front) ::*Brief description: ::'''Save the date - Thursday, September 24th for a BASIC event on Global LGBT issues - recent findings from the field and future directions for engagement''' *{{color|| DONE 2015-08-11}}Confirm a date for a prep conference call - Shelley, Susan, Laurent, Christina and me. :*Tuesday, August 25th 3:30 pm *{{color||DONE 2015-07-30}} Send update note to BASIC Leadership Team *{{color||DONE 2015-07-31}} Engage Christina in discussion of publicity beyond BASIC - will be on prep call == Status == *[[#2015-07-20 Shelley Alpern|2015-07-30]] - Call with Shelley Alpern *[[#2015-07-29 Susan Hebble|2015-07-29]] - Call with Susan Hebble from MGO. Very enthusiastic to participate. *[[#2015-07-24 Carly|2015-07-24]] - Call with Carly *{{color||2015-07-23}} - Planned call with Carly for additional background *{{color||2015-07-23}} - Contacted Drew, though suspected he had moved on from working with MGO :*Drew will put me in touch with [http://www.monitorglobaloutlook.com/Our-Team Erica Alini], Deputy Managing Editor. Erica is in Toronto *{{color||2015-07-20}} - Shelly still interested; set call with her for next week == 2015-07-30 Shelley Alpern == *ORganized the letter last fall :*$100-300b AUM :*Mostly members of the SRI Community & State of NY :*Wrote all the members of the S&P 500 who had good scores :*Fact-finding on LGBT issues, identify best practices :*ID'd 80 companies, sent them a 2-page letter & memo ::*How are you ensuring that your LGBT policies are being applied locally? ::*How are you assessing safety of your employees in "harsh" countries :*Good response - still getting them :*Did some follow-up interviews :*Data in spreadsheet, did basic analysis :*Wrote http://cleanyield.com/youre-sending-me-where/ article] on their web site :*Talking with a small group of investors on what we can do next & non-profits (IGLHRC Int'l G, Council for global equality ::*Argus Foundation a signatory - very interested in taking it further ::*Thinking about developing a set of principles We are good to go. *Confirmed Shelley for 9/24 *Send her the MGO report if OK with Susan *Set up a prep conference call for 8/25 >3:00 pm or 8/26 afternoon *Send out save-the-date *Think about other organiations to invite/connect to event == 2015-07-29 Susan Hebble == Conversation with Susan Hebble from Monitor Global Susan is very excited about the session and eager to do it. *The Monitor should be able to host at the Christian Science building. She has a meeting this afternoon and will find out. :*Susan is located in DC *We tentatively identified {{color||September 24th}} as a date :*Check this with Shelly tomorrow *Susan is sending me the LGBT report *She would like to give the report to people (normally they charge $400) *We discussed having someone from the Monitor (intern or staff) write up the session for a follow-on blog post. :*Might also be able to offer the report to readers of the post on BASIC *Susan likes the opportunity to get more visibility for the Monitor in Boston, and greater awareness of what MGO does globally *Session theme and structure - LGBT issues globally - where are we and where are we going? :*MGO presents their learning :*Shelly talks about the results from her shareholder letter :*Discussion of possible next steps for the SI community :*Q&A To-do: *Susan will send me the report now *Susan will report back on hosting and the date by Thursday morning *I will follow up with her after I talk with Shelly *Once we get the session confirmed, we'll set up a prep conference call for the participants.l == 2015-07-24 Carly == Lot of room to fill in the blanks. *Domestically, shareholder engagement to improve their non-discrimination policies has shown good results *Can something be done internationally? Shelley did a shareholder letter (end of 2014) - wrote a blog post summarizing the results *Now looking at data to come up with next steps Drew reached out to us.... *They have an analyst that had done some work on LGBT rights abroad :*Was it one of the core, or one of the on-the-ground people? Possible topics/outline: *Information sharing - have gathered some information on LGBT internationally *What are next steps in shareholder advocacy engagement internationally? == Background == Originally discussed February 2015 *Carly *Drew Buckley, Business Development for Monitor Global *Shelly Alpern, Clean Yield Management Background: *[[Monitor Global Outlook]], a service of the Christian Science Monitor, is a research service providing intelligence on social and political risk in emerging and frontier markets :*MGO has on-the-ground experts in 50 countries and local offices in 20 countries :*Interesting approach to support and monetize reporting in underserved markets *Drew was doing business development as they got underway *Suggested their recent Asian LGBT research might make a good presentation *Carly? knew Shelly Alpern was doing some work in LGBT issues and contacted her. She was interested. Picked up again '''July 2015''' for possible '''September 2015''' BASIC event ---- 0grnar6reluaa78wh8mk9ckuke2q4zk 679 678 2024-05-24T04:54:36Z Michael 1 1 revision imported 678 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} Event scheduled for [[activity date::2015-09-24]] == Description == Save the date - September 24th at 5:30 pm for '''An update on the global LGBT workforce''' - findings from the field *'''Shelly Alpern''' - Director of Social Research & Shareholder Advocacy, Clean Yield Asset Management *'''Laurent Belsie''' - Editor, Monitor Global Outlook September's BASIC meeting will offer two perspectives on the status of LGBT workers outside the United States and encourage a discussion of future directions for research and advocacy. '''Shelly Alpern''' will share the results of Clean Yield's survey of S&P 100 companies on their LGBT's policies outside the US, and '''Lauren Belsie''' will discuss Monitor Global's on-the-ground report assessing risks to LGBT workers in 11 countries in emerging Asia. Our September meeting will be hosted at the headquarters of the Christian Science Monitor at 210 Massachusetts Avenue in Boston. == To-Do == *{{color|| DONE 2015-08-05}}Identify the speaker from Monitor Global (Susan) - Laurent Belsie *Send out a save-the-date to the BASIC list (Christina) - :*{{color|| DONE 2015-08-11}} Michael send info to Christina - :*{{color||DONE 2015-08-05}} Susan to send me the name & address of the facility? (I don't need all the details; I just want to give the Monitor credit/visibility up front) ::*Brief description: ::'''Save the date - Thursday, September 24th for a BASIC event on Global LGBT issues - recent findings from the field and future directions for engagement''' *{{color|| DONE 2015-08-11}}Confirm a date for a prep conference call - Shelley, Susan, Laurent, Christina and me. :*Tuesday, August 25th 3:30 pm *{{color||DONE 2015-07-30}} Send update note to BASIC Leadership Team *{{color||DONE 2015-07-31}} Engage Christina in discussion of publicity beyond BASIC - will be on prep call == Status == *[[#2015-07-20 Shelley Alpern|2015-07-30]] - Call with Shelley Alpern *[[#2015-07-29 Susan Hebble|2015-07-29]] - Call with Susan Hebble from MGO. Very enthusiastic to participate. *[[#2015-07-24 Carly|2015-07-24]] - Call with Carly *{{color||2015-07-23}} - Planned call with Carly for additional background *{{color||2015-07-23}} - Contacted Drew, though suspected he had moved on from working with MGO :*Drew will put me in touch with [http://www.monitorglobaloutlook.com/Our-Team Erica Alini], Deputy Managing Editor. Erica is in Toronto *{{color||2015-07-20}} - Shelly still interested; set call with her for next week == 2015-07-30 Shelley Alpern == *ORganized the letter last fall :*$100-300b AUM :*Mostly members of the SRI Community & State of NY :*Wrote all the members of the S&P 500 who had good scores :*Fact-finding on LGBT issues, identify best practices :*ID'd 80 companies, sent them a 2-page letter & memo ::*How are you ensuring that your LGBT policies are being applied locally? ::*How are you assessing safety of your employees in "harsh" countries :*Good response - still getting them :*Did some follow-up interviews :*Data in spreadsheet, did basic analysis :*Wrote http://cleanyield.com/youre-sending-me-where/ article] on their web site :*Talking with a small group of investors on what we can do next & non-profits (IGLHRC Int'l G, Council for global equality ::*Argus Foundation a signatory - very interested in taking it further ::*Thinking about developing a set of principles We are good to go. *Confirmed Shelley for 9/24 *Send her the MGO report if OK with Susan *Set up a prep conference call for 8/25 >3:00 pm or 8/26 afternoon *Send out save-the-date *Think about other organiations to invite/connect to event == 2015-07-29 Susan Hebble == Conversation with Susan Hebble from Monitor Global Susan is very excited about the session and eager to do it. *The Monitor should be able to host at the Christian Science building. She has a meeting this afternoon and will find out. :*Susan is located in DC *We tentatively identified {{color||September 24th}} as a date :*Check this with Shelly tomorrow *Susan is sending me the LGBT report *She would like to give the report to people (normally they charge $400) *We discussed having someone from the Monitor (intern or staff) write up the session for a follow-on blog post. :*Might also be able to offer the report to readers of the post on BASIC *Susan likes the opportunity to get more visibility for the Monitor in Boston, and greater awareness of what MGO does globally *Session theme and structure - LGBT issues globally - where are we and where are we going? :*MGO presents their learning :*Shelly talks about the results from her shareholder letter :*Discussion of possible next steps for the SI community :*Q&A To-do: *Susan will send me the report now *Susan will report back on hosting and the date by Thursday morning *I will follow up with her after I talk with Shelly *Once we get the session confirmed, we'll set up a prep conference call for the participants.l == 2015-07-24 Carly == Lot of room to fill in the blanks. *Domestically, shareholder engagement to improve their non-discrimination policies has shown good results *Can something be done internationally? Shelley did a shareholder letter (end of 2014) - wrote a blog post summarizing the results *Now looking at data to come up with next steps Drew reached out to us.... *They have an analyst that had done some work on LGBT rights abroad :*Was it one of the core, or one of the on-the-ground people? Possible topics/outline: *Information sharing - have gathered some information on LGBT internationally *What are next steps in shareholder advocacy engagement internationally? == Background == Originally discussed February 2015 *Carly *Drew Buckley, Business Development for Monitor Global *Shelly Alpern, Clean Yield Management Background: *[[Monitor Global Outlook]], a service of the Christian Science Monitor, is a research service providing intelligence on social and political risk in emerging and frontier markets :*MGO has on-the-ground experts in 50 countries and local offices in 20 countries :*Interesting approach to support and monetize reporting in underserved markets *Drew was doing business development as they got underway *Suggested their recent Asian LGBT research might make a good presentation *Carly? knew Shelly Alpern was doing some work in LGBT issues and contacted her. She was interested. Picked up again '''July 2015''' for possible '''September 2015''' BASIC event ---- 0grnar6reluaa78wh8mk9ckuke2q4zk 0 356 680 2016-04-21T14:12:35Z Greis>Michael 0 680 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-04-25]] *Organizers - [[is a member of::Michael Greis]] and [[is a member of::Erin Taylor]] of Mass Energy == Description == '''Massachusetts: A Case Study on Climate Action and Energy Finance''' '''[[contributed to::Larry Chretien]]''', executive director of the [[entity of::Mass Energy]] Consumers Alliance (Mass Energy), will provide an update on progress the Commonwealth is making towards its legally binding commitment to reducing greenhouse gas (GHG) emissions 80% by 2050. He will discuss how that progress is influencing patterns of energy consumption and investment, presenting Massachusetts as a microcosm for the nation and other developed countries that have yet to realize accomplishments of places like Germany or Denmark. Larry has been executive director of Mass Energy for sixteen years and holds a bachelor’s in resource management and a master’s in economic policy. He is also a member of the Mass. Energy Efficiency Advisory Council. '''Mass Energy''', a nonprofit organization with a mission to make energy more affordable and environmentally sustainable, blends direct service with multiple energy-related programs and advocacy (mostly at the state level) in Massachusetts and Rhode Island where it does business as People’s Power & Light. Among other things, Mass Energy is a green power supplier, offering consumers an opportunity to meet their electricity needs with in-state renewable energy sources. == To Do == *Finalize location - Done/UUA *Announcement (Christina) - Done *Event on calendar - Done *Arrange snacks *Publicize - Done == Status == === 2016-04-21 === Call with Erin: *Refreshments - They will bring from Whole Foods. :*Give her count tomorrow :*Also Sunday night? *Material & Format *Technology :*Larry will bring laptop and presentation *Publicity & Outreach :*MECA will send out a blast Friday :*Several staff will come :*Erin can't make it - no sitter (1 1/2 year old twins) :*Anna Vanderhayden(?), events coordinator, will probably be contact *Blogging :*Connect Christina with Erin *Ask Susan to provide second table for material. == Background == MECA mission is "non-profit organization with a mission to make energy more affordable and environmentally sustainable." Advocate for consumers and the environment on local and statewide energy issues, and offer energy-related assistance and programming on heating oil, green power, and energy efficiency. ---- 8rie4wbobhrye31lyi2180higoihl9q 681 680 2024-05-24T04:54:36Z Michael 1 1 revision imported 680 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-04-25]] *Organizers - [[is a member of::Michael Greis]] and [[is a member of::Erin Taylor]] of Mass Energy == Description == '''Massachusetts: A Case Study on Climate Action and Energy Finance''' '''[[contributed to::Larry Chretien]]''', executive director of the [[entity of::Mass Energy]] Consumers Alliance (Mass Energy), will provide an update on progress the Commonwealth is making towards its legally binding commitment to reducing greenhouse gas (GHG) emissions 80% by 2050. He will discuss how that progress is influencing patterns of energy consumption and investment, presenting Massachusetts as a microcosm for the nation and other developed countries that have yet to realize accomplishments of places like Germany or Denmark. Larry has been executive director of Mass Energy for sixteen years and holds a bachelor’s in resource management and a master’s in economic policy. He is also a member of the Mass. Energy Efficiency Advisory Council. '''Mass Energy''', a nonprofit organization with a mission to make energy more affordable and environmentally sustainable, blends direct service with multiple energy-related programs and advocacy (mostly at the state level) in Massachusetts and Rhode Island where it does business as People’s Power & Light. Among other things, Mass Energy is a green power supplier, offering consumers an opportunity to meet their electricity needs with in-state renewable energy sources. == To Do == *Finalize location - Done/UUA *Announcement (Christina) - Done *Event on calendar - Done *Arrange snacks *Publicize - Done == Status == === 2016-04-21 === Call with Erin: *Refreshments - They will bring from Whole Foods. :*Give her count tomorrow :*Also Sunday night? *Material & Format *Technology :*Larry will bring laptop and presentation *Publicity & Outreach :*MECA will send out a blast Friday :*Several staff will come :*Erin can't make it - no sitter (1 1/2 year old twins) :*Anna Vanderhayden(?), events coordinator, will probably be contact *Blogging :*Connect Christina with Erin *Ask Susan to provide second table for material. == Background == MECA mission is "non-profit organization with a mission to make energy more affordable and environmentally sustainable." Advocate for consumers and the environment on local and statewide energy issues, and offer energy-related assistance and programming on heating oil, green power, and energy efficiency. ---- 8rie4wbobhrye31lyi2180higoihl9q 0 357 682 2016-07-09T16:42:30Z Greis>Michael 0 682 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Ongoing requirements == *Massachusetts Secretary of State, [http://www.sec.state.ma.us/cor/corpweb/cornp/npfrm.htm online filing and forms] *Annual meeting of corporation (directors) *Maintain financial records (de minimis, because none of our filings will require submitting financial information) *File Annual Report with Massachusetts Secretary of State (online, $15, 15 minutes) *Once have 501(c)3 status - File 990-N (postcard return) with IRS (online, no cost, 5 minutes) == Outline of process == *From 2016-01-11 note to team, with additions Here's a brief summary of what I walked through about formalizing our organizational structure during Friday's management team call. (I sent this to Carly earlier, so she will incorporate it into her minutes as well.) Massachusetts not-for-profit corporations are created under the provisions of MGL 180 (Massachusetts General Laws Chapter 180). The process is straight-forward and low-cost. *Articles of Organization - created and filed with Secretary of State ($35). :*Choose an initial set of officers and directors - Mass Law requires a President, Treasurer and Clerk. ::*Suggest having the management team as the initial set of directors. :*Use language in the articles suitable for subsequent filing for federal 501(c)3 status. :*I will provide an example I'd use *Obtain Federal EIN (Employer Identification Number) (online)(no cost) *Open a local bank account (lower cost, better service, supporting organizations that do work in our communities) :*For example, I would likely recommend Needham Bank. All their services are available online, so it really doesn't matter where our Treasurer is now or will be in the future. They provide business checking with no fees, online banking & bill payment, debit card and global ATM fee reimbursement. They're also a great organization. *Draft and vote on ByLaws for the organization :*Use an existing set that won't require much modification as a template. The ByLaws can be changed at any time by a vote of the Directors. *501(c)3 filing (online using form 1023-EZ, $400) :*Technically, we can be considered a tax-exempt organization without filing as long as our annual revenues are under $5,000, but I recommend going through the process. :*Simplifies and regularizes our status going forward :*Access to offerings made available to non-profit organizations ::*(e.g. a 501(c)3 can use meeting space at the Federal Reserve Bank at no cost...) :*Tax deductible donations to the organization :*We qualify to apply using Form 1023-EZ - expedited and simplified filing (3 pages, online) == Other notes == For inclusion in the Articles of Incorporation: Subject to the above limitations, the corporation's purpose is to provide educational and networking opportunities for Sustainable, Responsible, and Impact (SRI) Investment professionals in the Boston and greater New England area, and to support those professionals in expanding the practice of Sustainable, Responsible and Impact Investing. The Corporation will also encourage and support the development of similar communities of practice in other cities and regions. qxw5t50e7hga1jlpsqdn3y0wzza3wci 683 682 2024-05-24T04:54:36Z Michael 1 1 revision imported 682 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Ongoing requirements == *Massachusetts Secretary of State, [http://www.sec.state.ma.us/cor/corpweb/cornp/npfrm.htm online filing and forms] *Annual meeting of corporation (directors) *Maintain financial records (de minimis, because none of our filings will require submitting financial information) *File Annual Report with Massachusetts Secretary of State (online, $15, 15 minutes) *Once have 501(c)3 status - File 990-N (postcard return) with IRS (online, no cost, 5 minutes) == Outline of process == *From 2016-01-11 note to team, with additions Here's a brief summary of what I walked through about formalizing our organizational structure during Friday's management team call. (I sent this to Carly earlier, so she will incorporate it into her minutes as well.) Massachusetts not-for-profit corporations are created under the provisions of MGL 180 (Massachusetts General Laws Chapter 180). The process is straight-forward and low-cost. *Articles of Organization - created and filed with Secretary of State ($35). :*Choose an initial set of officers and directors - Mass Law requires a President, Treasurer and Clerk. ::*Suggest having the management team as the initial set of directors. :*Use language in the articles suitable for subsequent filing for federal 501(c)3 status. :*I will provide an example I'd use *Obtain Federal EIN (Employer Identification Number) (online)(no cost) *Open a local bank account (lower cost, better service, supporting organizations that do work in our communities) :*For example, I would likely recommend Needham Bank. All their services are available online, so it really doesn't matter where our Treasurer is now or will be in the future. They provide business checking with no fees, online banking & bill payment, debit card and global ATM fee reimbursement. They're also a great organization. *Draft and vote on ByLaws for the organization :*Use an existing set that won't require much modification as a template. The ByLaws can be changed at any time by a vote of the Directors. *501(c)3 filing (online using form 1023-EZ, $400) :*Technically, we can be considered a tax-exempt organization without filing as long as our annual revenues are under $5,000, but I recommend going through the process. :*Simplifies and regularizes our status going forward :*Access to offerings made available to non-profit organizations ::*(e.g. a 501(c)3 can use meeting space at the Federal Reserve Bank at no cost...) :*Tax deductible donations to the organization :*We qualify to apply using Form 1023-EZ - expedited and simplified filing (3 pages, online) == Other notes == For inclusion in the Articles of Incorporation: Subject to the above limitations, the corporation's purpose is to provide educational and networking opportunities for Sustainable, Responsible, and Impact (SRI) Investment professionals in the Boston and greater New England area, and to support those professionals in expanding the practice of Sustainable, Responsible and Impact Investing. The Corporation will also encourage and support the development of similar communities of practice in other cities and regions. qxw5t50e7hga1jlpsqdn3y0wzza3wci 0 358 684 2017-04-07T14:31:40Z Greis>Michael 0 /* Status */ 684 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2017-04-12]] *Organized by [[is a member of::Michael Greis]], [[is a member of::Jill Richardson]] == Description == Interested in learning more about the intersection of finance and sustainability? On April 12, come hear from the Sustainability Accounting Standards Board (SASB). Chaired by Michael Bloomberg, SASB sets industry-specific standards for corporate sustainability disclosure, ensuring that disclosure is material, comparable, and decision-useful for investors. Additionally, SASB has created the Fundamentals of Sustainability Accounting (FSA) Credential, the only credential to help professionals identify, manage, and analyze the sustainability issues that impact the bottom line. == To Do == *Refine description :*Target career growth - lead with credential and impact <u>Announcement and Marketing</u> *Create BASIC calendar entry *Create Eventbrite *Create and schedule initial announcement (w/o 3/6) *Coordinate Social Media outreach with SASB (Marion & Jill) :Notes: :*Michael will provide Hemenway logo for collateral :*Send event info to Stephanie for dissemination to Hemenway professionals <u>Event Logistics:</u> *Room capacity at H&B is ~45 :*Suggest limit of 60 *List of attendees for security to Stephanie by '''12:00 noon''' on '''Monday, April 10th''' :*Late changes/adds to Stephanie by e-mail by EOD Tuesday, April 11th *Hemenway will provide beverages and snacks (cheese & crackers or similar) :Notes: :*'''Stephanie Hood''' is our contact at H&B. :*Ask Eric Kane to provide his slides by '''Monday, April 10th''' and send them to Stephanie for pre-load == Status == {{color||2017-04-07}}: *Slides received from Eric and sent to Stephanie at Hemenway & Barnes *59 registered {{color||2017-03-01}}: *Speaker/Panelists: :*[[contributed to::Eric Kane]], SASB :*[[contributed to::Will Krause]], Moody, Lynn *Venue: :*Hemenway and Barnes :*75 State Street, 16th floor *Event Description - *Announcement - *Publicity - == Background == ---- 4wa65whcblafaf18j92m8x7v6yrqc6n 685 684 2024-05-24T04:54:36Z Michael 1 1 revision imported 684 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2017-04-12]] *Organized by [[is a member of::Michael Greis]], [[is a member of::Jill Richardson]] == Description == Interested in learning more about the intersection of finance and sustainability? On April 12, come hear from the Sustainability Accounting Standards Board (SASB). Chaired by Michael Bloomberg, SASB sets industry-specific standards for corporate sustainability disclosure, ensuring that disclosure is material, comparable, and decision-useful for investors. Additionally, SASB has created the Fundamentals of Sustainability Accounting (FSA) Credential, the only credential to help professionals identify, manage, and analyze the sustainability issues that impact the bottom line. == To Do == *Refine description :*Target career growth - lead with credential and impact <u>Announcement and Marketing</u> *Create BASIC calendar entry *Create Eventbrite *Create and schedule initial announcement (w/o 3/6) *Coordinate Social Media outreach with SASB (Marion & Jill) :Notes: :*Michael will provide Hemenway logo for collateral :*Send event info to Stephanie for dissemination to Hemenway professionals <u>Event Logistics:</u> *Room capacity at H&B is ~45 :*Suggest limit of 60 *List of attendees for security to Stephanie by '''12:00 noon''' on '''Monday, April 10th''' :*Late changes/adds to Stephanie by e-mail by EOD Tuesday, April 11th *Hemenway will provide beverages and snacks (cheese & crackers or similar) :Notes: :*'''Stephanie Hood''' is our contact at H&B. :*Ask Eric Kane to provide his slides by '''Monday, April 10th''' and send them to Stephanie for pre-load == Status == {{color||2017-04-07}}: *Slides received from Eric and sent to Stephanie at Hemenway & Barnes *59 registered {{color||2017-03-01}}: *Speaker/Panelists: :*[[contributed to::Eric Kane]], SASB :*[[contributed to::Will Krause]], Moody, Lynn *Venue: :*Hemenway and Barnes :*75 State Street, 16th floor *Event Description - *Announcement - *Publicity - == Background == ---- 4wa65whcblafaf18j92m8x7v6yrqc6n 0 359 686 2015-07-30T19:47:51Z Greis>Michael 0 686 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Session ideas and notes - not yet ready for own page == George Marshall == Author of "Don't even think about it" - How to talk with Climate Deniers *The [http://climateconviction.org/ book's web site] *His [http://climate/denial.org/ blog] *He founded the Oxford, UK based non-profit '''Climate Outreach and Information Network''' in 2004 :*COIN is a leader in climate change communications and widely recognised specialist in reaching new audiences Carly attended one of George’s events as part of the Jamaica Plain Forum and found him to be an incredible speaker. *The event in Jamaica Plain was one of many in the fall of 2014 and was part of his book tour. *Does he have any plans to come back to the US? :*Otherwise, it's unlikely we could get him for a BASIC event '''What about the faculty involved in Climate Denial 101?''' == Annual Economic Outlook == glcu8tv4lg7j3mdbxlbnbopseejl26z 687 686 2024-05-24T04:54:36Z Michael 1 1 revision imported 686 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Session ideas and notes - not yet ready for own page == George Marshall == Author of "Don't even think about it" - How to talk with Climate Deniers *The [http://climateconviction.org/ book's web site] *His [http://climate/denial.org/ blog] *He founded the Oxford, UK based non-profit '''Climate Outreach and Information Network''' in 2004 :*COIN is a leader in climate change communications and widely recognised specialist in reaching new audiences Carly attended one of George’s events as part of the Jamaica Plain Forum and found him to be an incredible speaker. *The event in Jamaica Plain was one of many in the fall of 2014 and was part of his book tour. *Does he have any plans to come back to the US? :*Otherwise, it's unlikely we could get him for a BASIC event '''What about the faculty involved in Climate Denial 101?''' == Annual Economic Outlook == glcu8tv4lg7j3mdbxlbnbopseejl26z 0 360 688 2016-11-29T15:03:03Z Greis>Michael 0 Michael moved page [[BASIC Events Chair/The Road Does Not End with Paris: AReview of COP 21]] to [[BASIC Events Chair/The Road Does Not End with Paris: A Review of COP 21]] without leaving a redirect: correct spacing 688 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-01-20]] *Organized by [[is a member of::Michael Greis]] == Description == Do you wonder what it would have been like to attend the COP 21 meetings in Paris last December? Are you a new entrant to the sustainable finance/business world and wonder what sort of skills one might need to thrive in an multinational climate negotiation? Or are you a seasoned SRI professional who wonders what concrete actions one ought to take in the post COP 21 world? If you answered yes to any of these, then the next BASIC event is for you! Sue Reid and Anne Kelly attended COP 21 on behalf of Ceres and have offered to go over these topics and more. Sue and Anne offer unique perspectives into what made COP 21 note-worthy and what action items need to be prioritized by the investment and business community to build on the tremendous momentum post-Paris and to keep the needle moving forward. Geeta Aiyer of Boston Common Asset Management spoke at Energy Day at COP 21. She will share comments on her experience and highlight some tangible next steps she thinks the investor community should be taking especially related to energy efficiency. == To Do == == Status == *Speaker/Panelists - :*[[is a member of::Geeta Aiyer]] :*[[is a member of::Sue Reid]] *Venue - Unitarian Universalist Association, Boston *Event Description - *Announcement - [http://www.bostonsri.org/component/zoo/item/the-road-does-not-end-with-paris-a-review-of-cop-21-and-where-we-go-next BASIC calendar] *Publicity - == Background == *Reached out to Sue Reid at Ceres in November, 2015. Agreed would do session in January. ---- bovyze20n30hbohy1hs689tdxafhfz3 689 688 2024-05-24T04:54:36Z Michael 1 1 revision imported 688 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages for BASIC Events Chair to create BASIC Event planning pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-01-20]] *Organized by [[is a member of::Michael Greis]] == Description == Do you wonder what it would have been like to attend the COP 21 meetings in Paris last December? Are you a new entrant to the sustainable finance/business world and wonder what sort of skills one might need to thrive in an multinational climate negotiation? Or are you a seasoned SRI professional who wonders what concrete actions one ought to take in the post COP 21 world? If you answered yes to any of these, then the next BASIC event is for you! Sue Reid and Anne Kelly attended COP 21 on behalf of Ceres and have offered to go over these topics and more. Sue and Anne offer unique perspectives into what made COP 21 note-worthy and what action items need to be prioritized by the investment and business community to build on the tremendous momentum post-Paris and to keep the needle moving forward. Geeta Aiyer of Boston Common Asset Management spoke at Energy Day at COP 21. She will share comments on her experience and highlight some tangible next steps she thinks the investor community should be taking especially related to energy efficiency. == To Do == == Status == *Speaker/Panelists - :*[[is a member of::Geeta Aiyer]] :*[[is a member of::Sue Reid]] *Venue - Unitarian Universalist Association, Boston *Event Description - *Announcement - [http://www.bostonsri.org/component/zoo/item/the-road-does-not-end-with-paris-a-review-of-cop-21-and-where-we-go-next BASIC calendar] *Publicity - == Background == *Reached out to Sue Reid at Ceres in November, 2015. Agreed would do session in January. ---- bovyze20n30hbohy1hs689tdxafhfz3 0 361 690 2016-04-11T15:51:52Z Greis>Michael 0 690 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-05-18]] *Organized by [[is a member of::Jed Sturman]] == Description == Panelists: *[[contributed to::Miriam Nelson]] - Director of the Sustainability Institute at UNH *[[contributed to::Aaron Niederhelman]] - Principal, Treeview Consulting (can not participate due to schedule conflict) *[[contributed to::Lisa Sebesta]] *[[contributed to::Alex Lamb]] == To Do == == Status == {{color||2016-04-11}}: *Speaker/Panelists - '''Done''' *Venue - CIC-Boston? Jed following up *Event Description - TBD *Announcement - TBD *Publicity - TBD == Background == {color||2016-01}} - Worked with Jed to refine idea and identify speaker candidates and resources. Suggested: *Talk with '''Marion Nestle''' - probably won't be available to speak, but is a renowned authority and go-to spokesperson on nutrition *USDA - *Mass School Nutrition Association (or national) - provided contact for Jed through Ruth Griffin. ---- l3222qniq76l2fg08yrbsfjz19du09u 691 690 2024-05-24T04:54:36Z Michael 1 1 revision imported 690 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} *Event scheduled for [[activity date::2016-05-18]] *Organized by [[is a member of::Jed Sturman]] == Description == Panelists: *[[contributed to::Miriam Nelson]] - Director of the Sustainability Institute at UNH *[[contributed to::Aaron Niederhelman]] - Principal, Treeview Consulting (can not participate due to schedule conflict) *[[contributed to::Lisa Sebesta]] *[[contributed to::Alex Lamb]] == To Do == == Status == {{color||2016-04-11}}: *Speaker/Panelists - '''Done''' *Venue - CIC-Boston? Jed following up *Event Description - TBD *Announcement - TBD *Publicity - TBD == Background == {color||2016-01}} - Worked with Jed to refine idea and identify speaker candidates and resources. Suggested: *Talk with '''Marion Nestle''' - probably won't be available to speak, but is a renowned authority and go-to spokesperson on nutrition *USDA - *Mass School Nutrition Association (or national) - provided contact for Jed through Ruth Griffin. ---- l3222qniq76l2fg08yrbsfjz19du09u 0 362 692 2020-09-09T16:23:48Z Greis>Michael 0 692 wikitext text/x-wiki == Events - General Information and Guidelines == *'''Event value proposition''' - the highest value events advance the expertise, knowledge and capability of the investment practitioner. Events must not be, nor must they seem to be, product pitches or advertisements. This has two practical implications for developing a quality session: :*Speakers associated with and discussing a topic involving a product/service/offering construct their presentation as education and professional development. :*The session should include investment professionals presenting use cases :We're not limited to that by any means. Academics, consultants, clients are all possible participants as appropriate. *'''Developing a short (2-3 paragraph) description of the session that communicates who should attend and why''' :*This is key to getting buy-in to do the event and then for the initial communications with the potential audience :*The stronger this is, the wider the potential reach of the event *'''Identifying potential speakers and roles''' :Specific events example - an initial pass might be at this level for an S-Ray webinar: ::*'''Andi Feiner''', Arabesque - presenting S-ray technology, development and internal use ::*'''Speaker from Accenture''' - using S-ray technology for.... ::*'''Speaker from JP Morgan Chase''' - implications of S-ray technology for portfolio construction & management == Committees == {{#ask: [[entity of::{{PAGENAME}}]] [[Activity type::committee]] [[project status::active]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status }} == Event Committees == {{#ask: [[entity of::{{PAGENAME}}]] [[Activity type::full-day conference]] | mainlabel = Activity | ?activity type = Activity Type | ?event date = Date }} == Completed Committees == {{#ask: [[entity of::{{PAGENAME}}]] [[Activity type::committee]] [[project status::completed]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status }} == Other Organizational Committees == {{#ask: [[entity of::{{PAGENAME}}]] [[Activity type::committee]] [[project status::none]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status }} == Other Information == *[[Media:BSAS SRI and ESG programs history.doc|SRI and ESG programs history]] - Working document *[[BSAS/Publicity|Publicizing ESG & SRI sessions]] *[[BSAS/Program Notes|Notes from programs attended]] *[[BSAS/Programs|List of Programs]] - past, in process or those with notes from attendance *[http://www.cfainstitute.org/learning/products/multimedia/Pages/74554.aspx?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+cfa_behavioralfinance+%28CFA+Institute+Behavioral+Finance+Products%29 BSAS Event] - New thinking in Taxable Asset Allocation *[[BSAS/SER|SER]] - Standards, Ethics and Regulations == Programs - Completed == {{color||2015-09-14}} - Update the page below so they can appear under the project page they belong to. *'''[[BSAS/SASB Industry Standards|SASB Industry Standards]]''' webinar - Held June 12, 2014 *'''[[BSAS/Sustainable Investing 2013|Sustainable Investing]] full-day session''' - Held November 19, 2013 *'''[[BSAS/Impact Investing|Impact Investing]]''' - Held April 2013 *'''[[BSAS/Index Investing|Index Risk and Correlation]]''' - Held February 2013 *'''[[BSAS/Electrification of Transportation|Electrification of Transportation Panel]] - April, 2012 :*Developed from original idea for [[BSAS/Industry Panel|Proposed industry-focused panel]] :*Participants: ::*Michael Granoff - A Better Place ::*Ron Minsk - Electrification Coalition ::*Itay Michaeli - Citigroup Global Markets *'''[[BSAS/ESG Integration|ESG Integration]]''' session - September 2011 :*[http://www.riverbendadvisors.com/blog/event/bsas-integrating-esg/ New Measures of Risk and Return]: Why Investors are Integrating Environmental, Social and Governance (ESG) Factors into the Investment Process :*[http://www.riverbendadvisors.com/blog/2011/10/beyond-a-niche-bsas-session-on-esg-integration/ Session summary] from RBA Blog :*Developed with Noel Friedman Spring 2011 :*Panelists ::*Noel Friedman, MSCI ::*Michael Cantara, MFS Investment Management *'''[[BSAS/Climate Change Disclosure Panel|Climate Change Disclosure Panel]]''' - December 2010 Program :*[[BSAS/NY Climate Change Disclosure Panel|NY Climate Change Disclosure Panel ]] - December 2011 version of panel in NY == Members == {{#ask: [[is a member of::{{PAGENAME}}]] | mainlabel = Members | ?was on board of = Boards - Past | ?is on board of = Boards - Present }} == Members formatted using a templated query == {{#ask: [[is a member of::{{PAGENAME}}]] | ?works for=Company | ?contact email=e-mail address | ?contact work phone=Phone | ?title=Title | format=template | template=SampleQueryOutput | introtemplate=SampleQueryHeader | outrotemplate=QueryFooter }} == BSAS Overview == {{hct|2020-05-11}} - Updated short description put together from text on CFAB About page CFA Society Boston, a non-profit professional society with over 6,000 members, is New England’s largest membership organization for investment professionals. The membership represents over 650 investment firms and 95 percent of CFA Society Boston members hold the Chartered Financial Analyst designation. CFA Society Boston is a founding society of CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. CFA Institute is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. CFA Institute and its 157 member societies worldwide work to create an environment where investors’ interests come first, markets function at their best, and economies grow. === Archive === Written by MJG incorporating material from BSAS web site and publications.) :*As of {{color||2016-02-10}} :*Is in a file in the <tt>BSAS</tt> folder :*Also in that folder is a demographic breakdown of BSAS membership (PDF) - needs updating The [http://www.bsas.org Boston Security Analysts Society] (BSAS) is a professional association for the Boston-area investment community with over '''5,500''' members from over 650 institutions, over 90% of whom hold the Chartered Financial Analyst designation. It was founded in 1946 as a forum for the exchange of information within the investment community. Its mission is to be a community of investment professionals promoting the highest ethical standards, career development, and fellowship among its members, for the benefit of their clients and the broader investing public. The BSAS was one of the founding members of what is now the [http://www.cfainstitute.org CFA Institute]. The CFA Institute is the global association that awards the Chartered Financial Analyst designation. The CFA Institute has 120,000 members from 130 countries. (In May, 2010, Boston was host to the CFA Annual Conference, attracting over 1,600 investment professionals from 65 countries to Boston.) The CFA Institute is also is a leading provider of professional development publications and conferences and is a leading voice on issues of fairness, efficiency, and investor protection for global capital markets through the CFA Institute Centre for Financial Market Integrity. The BSAS Program Committees are made up of BSAS volunteers who develop and deliver topical professional development programs for the membership and the wider Boston-area investment community. Presenters are most often practitioners, but academics and government officials also participate. Lunch programs (1 1/2 hours) are the most frequent type of session, but half-day and full-day seminars and webinars are also offered. A [https://www.bsas.org/BSAS_Programs_Events/PEC02.asp listing of recent programs] is available on the BSAS web site. == Other Notes == === 2018 HBS Informational Session === *4-day, 12 case workshop- Andre Perold :*Family Office :*Company doing debt transaction :*Vanguard :*Baost :*HMC :*Acadian :*Growth Co. :*Hedge Fund that doesn’t always get things right :*Activism *Evening speakers *Active Management and its challenges today *Case Discussion - Luis Viceira :*Blackstone said no; Apollo said yes === Statement for 2013-14 volunteer form === Commitment to professional development - organizationally and as demonstrated by involved members - was an important reason for joining the BSAS. Making the most of those opportunities and helping ensure that they continue is why I'm involved. Volunteering leverages some of my skills and has been helpful for someone coming into the profession from another industry. The staff support is outstanding. It is an important factor in volunteer retention that could perhaps be better leveraged for recruitment. == Sub-pages == <subpages page=''{{PAGENAME}}'' showpage="no" default="No wiki pages" /> ---- [[Category:Associations]] 8kcp4sv2akc9dv4zb55wsaqya2vgxe6 693 692 2024-05-24T04:54:36Z Michael 1 1 revision imported 692 wikitext text/x-wiki == Events - General Information and Guidelines == *'''Event value proposition''' - the highest value events advance the expertise, knowledge and capability of the investment practitioner. Events must not be, nor must they seem to be, product pitches or advertisements. This has two practical implications for developing a quality session: :*Speakers associated with and discussing a topic involving a product/service/offering construct their presentation as education and professional development. :*The session should include investment professionals presenting use cases :We're not limited to that by any means. Academics, consultants, clients are all possible participants as appropriate. *'''Developing a short (2-3 paragraph) description of the session that communicates who should attend and why''' :*This is key to getting buy-in to do the event and then for the initial communications with the potential audience :*The stronger this is, the wider the potential reach of the event *'''Identifying potential speakers and roles''' :Specific events example - an initial pass might be at this level for an S-Ray webinar: ::*'''Andi Feiner''', Arabesque - presenting S-ray technology, development and internal use ::*'''Speaker from Accenture''' - using S-ray technology for.... ::*'''Speaker from JP Morgan Chase''' - implications of S-ray technology for portfolio construction & management == Committees == {{#ask: [[entity of::{{PAGENAME}}]] [[Activity type::committee]] [[project status::active]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status }} == Event Committees == {{#ask: [[entity of::{{PAGENAME}}]] [[Activity type::full-day conference]] | mainlabel = Activity | ?activity type = Activity Type | ?event date = Date }} == Completed Committees == {{#ask: [[entity of::{{PAGENAME}}]] [[Activity type::committee]] [[project status::completed]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status }} == Other Organizational Committees == {{#ask: [[entity of::{{PAGENAME}}]] [[Activity type::committee]] [[project status::none]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status }} == Other Information == *[[Media:BSAS SRI and ESG programs history.doc|SRI and ESG programs history]] - Working document *[[BSAS/Publicity|Publicizing ESG & SRI sessions]] *[[BSAS/Program Notes|Notes from programs attended]] *[[BSAS/Programs|List of Programs]] - past, in process or those with notes from attendance *[http://www.cfainstitute.org/learning/products/multimedia/Pages/74554.aspx?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+cfa_behavioralfinance+%28CFA+Institute+Behavioral+Finance+Products%29 BSAS Event] - New thinking in Taxable Asset Allocation *[[BSAS/SER|SER]] - Standards, Ethics and Regulations == Programs - Completed == {{color||2015-09-14}} - Update the page below so they can appear under the project page they belong to. *'''[[BSAS/SASB Industry Standards|SASB Industry Standards]]''' webinar - Held June 12, 2014 *'''[[BSAS/Sustainable Investing 2013|Sustainable Investing]] full-day session''' - Held November 19, 2013 *'''[[BSAS/Impact Investing|Impact Investing]]''' - Held April 2013 *'''[[BSAS/Index Investing|Index Risk and Correlation]]''' - Held February 2013 *'''[[BSAS/Electrification of Transportation|Electrification of Transportation Panel]] - April, 2012 :*Developed from original idea for [[BSAS/Industry Panel|Proposed industry-focused panel]] :*Participants: ::*Michael Granoff - A Better Place ::*Ron Minsk - Electrification Coalition ::*Itay Michaeli - Citigroup Global Markets *'''[[BSAS/ESG Integration|ESG Integration]]''' session - September 2011 :*[http://www.riverbendadvisors.com/blog/event/bsas-integrating-esg/ New Measures of Risk and Return]: Why Investors are Integrating Environmental, Social and Governance (ESG) Factors into the Investment Process :*[http://www.riverbendadvisors.com/blog/2011/10/beyond-a-niche-bsas-session-on-esg-integration/ Session summary] from RBA Blog :*Developed with Noel Friedman Spring 2011 :*Panelists ::*Noel Friedman, MSCI ::*Michael Cantara, MFS Investment Management *'''[[BSAS/Climate Change Disclosure Panel|Climate Change Disclosure Panel]]''' - December 2010 Program :*[[BSAS/NY Climate Change Disclosure Panel|NY Climate Change Disclosure Panel ]] - December 2011 version of panel in NY == Members == {{#ask: [[is a member of::{{PAGENAME}}]] | mainlabel = Members | ?was on board of = Boards - Past | ?is on board of = Boards - Present }} == Members formatted using a templated query == {{#ask: [[is a member of::{{PAGENAME}}]] | ?works for=Company | ?contact email=e-mail address | ?contact work phone=Phone | ?title=Title | format=template | template=SampleQueryOutput | introtemplate=SampleQueryHeader | outrotemplate=QueryFooter }} == BSAS Overview == {{hct|2020-05-11}} - Updated short description put together from text on CFAB About page CFA Society Boston, a non-profit professional society with over 6,000 members, is New England’s largest membership organization for investment professionals. The membership represents over 650 investment firms and 95 percent of CFA Society Boston members hold the Chartered Financial Analyst designation. CFA Society Boston is a founding society of CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. CFA Institute is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. CFA Institute and its 157 member societies worldwide work to create an environment where investors’ interests come first, markets function at their best, and economies grow. === Archive === Written by MJG incorporating material from BSAS web site and publications.) :*As of {{color||2016-02-10}} :*Is in a file in the <tt>BSAS</tt> folder :*Also in that folder is a demographic breakdown of BSAS membership (PDF) - needs updating The [http://www.bsas.org Boston Security Analysts Society] (BSAS) is a professional association for the Boston-area investment community with over '''5,500''' members from over 650 institutions, over 90% of whom hold the Chartered Financial Analyst designation. It was founded in 1946 as a forum for the exchange of information within the investment community. Its mission is to be a community of investment professionals promoting the highest ethical standards, career development, and fellowship among its members, for the benefit of their clients and the broader investing public. The BSAS was one of the founding members of what is now the [http://www.cfainstitute.org CFA Institute]. The CFA Institute is the global association that awards the Chartered Financial Analyst designation. The CFA Institute has 120,000 members from 130 countries. (In May, 2010, Boston was host to the CFA Annual Conference, attracting over 1,600 investment professionals from 65 countries to Boston.) The CFA Institute is also is a leading provider of professional development publications and conferences and is a leading voice on issues of fairness, efficiency, and investor protection for global capital markets through the CFA Institute Centre for Financial Market Integrity. The BSAS Program Committees are made up of BSAS volunteers who develop and deliver topical professional development programs for the membership and the wider Boston-area investment community. Presenters are most often practitioners, but academics and government officials also participate. Lunch programs (1 1/2 hours) are the most frequent type of session, but half-day and full-day seminars and webinars are also offered. A [https://www.bsas.org/BSAS_Programs_Events/PEC02.asp listing of recent programs] is available on the BSAS web site. == Other Notes == === 2018 HBS Informational Session === *4-day, 12 case workshop- Andre Perold :*Family Office :*Company doing debt transaction :*Vanguard :*Baost :*HMC :*Acadian :*Growth Co. :*Hedge Fund that doesn’t always get things right :*Activism *Evening speakers *Active Management and its challenges today *Case Discussion - Luis Viceira :*Blackstone said no; Apollo said yes === Statement for 2013-14 volunteer form === Commitment to professional development - organizationally and as demonstrated by involved members - was an important reason for joining the BSAS. Making the most of those opportunities and helping ensure that they continue is why I'm involved. Volunteering leverages some of my skills and has been helpful for someone coming into the profession from another industry. The staff support is outstanding. It is an important factor in volunteer retention that could perhaps be better leveraged for recruitment. == Sub-pages == <subpages page=''{{PAGENAME}}'' showpage="no" default="No wiki pages" /> ---- [[Category:Associations]] 8kcp4sv2akc9dv4zb55wsaqya2vgxe6 0 363 694 2014-04-10T14:42:00Z Greis>Michael 0 694 wikitext text/x-wiki *The 2013 [[activity type::full-day conference]] took place [[event date::2013-01-15]] *This is a [[entity of::BSAS]] event == Agenda == *[http://www.bsas.org/assetallocation/2013.asp Agenda] == Event Committee == == Planning == ---- ofv0foc2epb7r8l8gmo7qs10z8cb4mf 695 694 2024-05-24T04:54:36Z Michael 1 1 revision imported 694 wikitext text/x-wiki *The 2013 [[activity type::full-day conference]] took place [[event date::2013-01-15]] *This is a [[entity of::BSAS]] event == Agenda == *[http://www.bsas.org/assetallocation/2013.asp Agenda] == Event Committee == == Planning == ---- ofv0foc2epb7r8l8gmo7qs10z8cb4mf 0 364 696 2014-04-10T14:41:44Z Greis>Michael 0 696 wikitext text/x-wiki *The 2014 [[activity type::full-day conference]] will take place [[event date::2014-01-14]] *This is a [[entity of::BSAS]] event == Agenda == *Welcome and Introductions - [[contributed to::Stacey Marino]] *Investing for the 10 Great Rotations Ahead - [[contributed to::Francois Trahan]], Partner, Cornerstone Macro *Innovations in Smart Beta - [[contributed to::Ric Thomas]], Senior Managing Director, SSgA *Risk Parity - [[contributed to::Laurnz Swartz]], former CIO [[referenced::Fairfax County Retirement Systems]] *Alternative Investment Opportunities in 2014 and Beyond - [[contributed to::John Christmas]], Managing Director, J.P. Morgan Private Bank *Diversifying Beyond the Equity Premium - [[contributed to::Antti Ilmanen]], Managing Director [[AQR]] *Alternatives on the Efficient Frontier - [[contributed to::Peter Shepard]], Executive Director and Head of Multi-Asset class and Alternatives Research, [[referenced::MSCI]] *Emerging Markets: Opportunities in Currencies, Debt and Equities - [[contributed to::Peter Marber]], Head of Emerging Markets, [[Loomis Sayles]] *A Fireside Chat on the Future of Asset Allocation for Endowments - [[contributed to::Jane Mendillo]], President and CIO, [[Harvard/Harvard Management Company|Harvard Management Company]] == Event Committee == *[[is a member of::James Anderson]], CFA, ClearMomentum *[[is a member of::Brent Bell]], CFA, FRM, State Street Global Advisors *[[is a member of::Christopher Foti]], CFA, BNY Mellon, BSAS Board of Directors *[[is a member of::Peter Gerlings]], CFA, Segal Rogerscasey *[[is a member of::Michael Greis]], Riverbend Advisors *[[is a member of::George Kimball]] *[[is a member of::Erinn King]], CFA, Payden & Rygel *[[is a member of::Bruce Picard]], CFA, MassMutual Financial Group *[[is a member of::Lawrence Pohlman]], BSAS Board of Directors *[[is a member of::Shana Sissel]], CAIA, Fidelity Investments *[[is a member of::Guillermo Tello]], CFA, CFP, U.S. Trust, Bank of America *[[is a member of::Vitaly Veksler]], CFA, Beyond Borders Investment Strategies == Planning Ideas == *Behavioral Finance :*Suggested speakers - Dan Kahneman, Nassim Talib, [http://www.gmo.com/america/about/people/_departments/assetallocation.htm James Montier] (GMO) ::*Mr. Montier is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Mr. Montier is the author of several books including “Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance; Value Investing: Tools and Techniques for Intelligent Investment”; and “The Little Book of Behavioural Investing”. Mr. Montier is a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts. He holds a B.A. in Economics from Portsmouth University and an M.Sc. in Economics from Warwick University. 16t4deot4zc5bx4hg3nh6fw8dt1fhmu 697 696 2024-05-24T04:54:36Z Michael 1 1 revision imported 696 wikitext text/x-wiki *The 2014 [[activity type::full-day conference]] will take place [[event date::2014-01-14]] *This is a [[entity of::BSAS]] event == Agenda == *Welcome and Introductions - [[contributed to::Stacey Marino]] *Investing for the 10 Great Rotations Ahead - [[contributed to::Francois Trahan]], Partner, Cornerstone Macro *Innovations in Smart Beta - [[contributed to::Ric Thomas]], Senior Managing Director, SSgA *Risk Parity - [[contributed to::Laurnz Swartz]], former CIO [[referenced::Fairfax County Retirement Systems]] *Alternative Investment Opportunities in 2014 and Beyond - [[contributed to::John Christmas]], Managing Director, J.P. Morgan Private Bank *Diversifying Beyond the Equity Premium - [[contributed to::Antti Ilmanen]], Managing Director [[AQR]] *Alternatives on the Efficient Frontier - [[contributed to::Peter Shepard]], Executive Director and Head of Multi-Asset class and Alternatives Research, [[referenced::MSCI]] *Emerging Markets: Opportunities in Currencies, Debt and Equities - [[contributed to::Peter Marber]], Head of Emerging Markets, [[Loomis Sayles]] *A Fireside Chat on the Future of Asset Allocation for Endowments - [[contributed to::Jane Mendillo]], President and CIO, [[Harvard/Harvard Management Company|Harvard Management Company]] == Event Committee == *[[is a member of::James Anderson]], CFA, ClearMomentum *[[is a member of::Brent Bell]], CFA, FRM, State Street Global Advisors *[[is a member of::Christopher Foti]], CFA, BNY Mellon, BSAS Board of Directors *[[is a member of::Peter Gerlings]], CFA, Segal Rogerscasey *[[is a member of::Michael Greis]], Riverbend Advisors *[[is a member of::George Kimball]] *[[is a member of::Erinn King]], CFA, Payden & Rygel *[[is a member of::Bruce Picard]], CFA, MassMutual Financial Group *[[is a member of::Lawrence Pohlman]], BSAS Board of Directors *[[is a member of::Shana Sissel]], CAIA, Fidelity Investments *[[is a member of::Guillermo Tello]], CFA, CFP, U.S. Trust, Bank of America *[[is a member of::Vitaly Veksler]], CFA, Beyond Borders Investment Strategies == Planning Ideas == *Behavioral Finance :*Suggested speakers - Dan Kahneman, Nassim Talib, [http://www.gmo.com/america/about/people/_departments/assetallocation.htm James Montier] (GMO) ::*Mr. Montier is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Mr. Montier is the author of several books including “Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance; Value Investing: Tools and Techniques for Intelligent Investment”; and “The Little Book of Behavioural Investing”. Mr. Montier is a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts. He holds a B.A. in Economics from Portsmouth University and an M.Sc. in Economics from Warwick University. 16t4deot4zc5bx4hg3nh6fw8dt1fhmu 0 365 698 2015-05-13T14:31:11Z Greis>Michael 0 698 wikitext text/x-wiki *The 2015 [[activity type::full-day conference]] took place [[event date::2015-02-12]] *This is a [[entity of::BSAS]] event Theme: '''Liquidity''' == Agenda == *Moderator - Daniel Fasciano, CFA, CAIA, BNY Mellon *Opening Speaker: Current Landscape - Keith McCullough, CEO, Hedgeye *Credit - Kathleen Gaffney, Co-Director, Investment Grade Fixed-Income, Eaton Vance *Emerging Market Debt - Alexander Kozhemiakin, PhD, CFA, Managing Director of Emerging Markets, Standish *A Framework for Analyzing the Interaction between the Economy and the Stock Market - Jeffrey Mortimer, CFA, Director of Investment Strategy, BNY Mellon Wealth Management *Interest Rate Perspective - A. Gary Shilling, PhD, President, A. Gary Shilling & Co., Inc. *Asset Owner Perspective - Eric Nierenberg, PhD, Senior Investment Officer - Hedgefunds, PRIM *More Tools, More Problems? Portfolio Construction with Alternative Investments - Adam Berger, CFA, Asset Allocation Strategist, Wellington Management g8xcpqypdf7xz0nez6yttfwh28u1vt5 699 698 2024-05-24T04:54:36Z Michael 1 1 revision imported 698 wikitext text/x-wiki *The 2015 [[activity type::full-day conference]] took place [[event date::2015-02-12]] *This is a [[entity of::BSAS]] event Theme: '''Liquidity''' == Agenda == *Moderator - Daniel Fasciano, CFA, CAIA, BNY Mellon *Opening Speaker: Current Landscape - Keith McCullough, CEO, Hedgeye *Credit - Kathleen Gaffney, Co-Director, Investment Grade Fixed-Income, Eaton Vance *Emerging Market Debt - Alexander Kozhemiakin, PhD, CFA, Managing Director of Emerging Markets, Standish *A Framework for Analyzing the Interaction between the Economy and the Stock Market - Jeffrey Mortimer, CFA, Director of Investment Strategy, BNY Mellon Wealth Management *Interest Rate Perspective - A. Gary Shilling, PhD, President, A. Gary Shilling & Co., Inc. *Asset Owner Perspective - Eric Nierenberg, PhD, Senior Investment Officer - Hedgefunds, PRIM *More Tools, More Problems? Portfolio Construction with Alternative Investments - Adam Berger, CFA, Asset Allocation Strategist, Wellington Management g8xcpqypdf7xz0nez6yttfwh28u1vt5 0 366 700 2016-01-20T16:00:37Z Greis>Michael 0 700 wikitext text/x-wiki *The 2016 [[entity of::BSAS]] [[activity type::full-day conference]] will take place in April 2016. *The conference will be positioned more as a general investing conference. *[https://basecamp.com/2702632/projects/9305395 Basecamp] for the event. == 2016-01-20 == Triage meeting/call. At this point, after 4-5 unproductive meetings, let's make a decision on whether we can pull together an effective program for this year, or whether we should learn from our mistakes and postpone to next year. Would have to have one or two key speakers lined up by the end of the month to have any chance of pulling off a successful event. *Henry - *Stacey - would like to step back and decide what we're doing Jeanne - from board perspective, are budget to make a little, but were also planning to spend on speakers, so that might be a wash. MJG suggest have a plan to articulate to the membership, potential volunteers about what we're doing with the postponement and re-assessment. == 2015-01-14 Meeting == See list of potential speakers. Brian asked each committee member to reach out to two speakers they would want to hear. With short window, want to get a couple of key speakers lined up, then fill in and build thematic links if possible. List of speakers on hardcopy from meeting. MJG to follow up with: *Joseph Stiglitz *Donald Kaberuka - immediate past head of African Development Bank, at HKS September 2015 - Spring 2016. *Asset Owner - European Pension Funds :*Nordics (AP1 - AP5), Denmark, Netherlands, Sovereign wealth? :*Research as for Magnus, look for videos and compelling themes :*If ID one, will circulate to committee and can pursue == Initial Speaker Ideas == *[[referenced::Eric Rosengren]] - President of the Boston Fed :*Term ends 2016-03-01 *[[referenced::David Swensen]] - Yale Endowment *[[referenced::Jeremy Grantham]] - GMO *[[referenced::Magnus Erikkson]] - CIO, AP4 :*[[referenced::Mats Andersson]] - CEO, AP4 Other Speaker/Topic Areas: *Asset Owner *Demographics and Population Trends *Sustainability/ESG/Climate Change *Global Perspective - Home Country Bias *Interest Rates *Contrarian '''Top 50 Hedge funds''' - go for one of those *'''Simons''' - Renaissance Capital; at top of list; on list all 14 years *'''[http://www.blackstone.com/the-firm/overview/our-people/stephen-a-schwarzman Stephen Schwarzman]''' - Blackstone Founder; $150m gift to Yale for Commons; create a [http://www.nytimes.com/2015/05/12/arts/design/stephen-a-schwarzmangives-150-million-for-yale-cultural-hub.html?_r=0cultural hub for campus] :*$310b AUM, "leading global investment and advisory firm" ::*Our capital fuels the development of businesses and communities ::*We manage pension assets to ensure a secure retirement for millions of workers ::*Our strategic advice helps companies and governments stabilize, grow and thrive during these challenging times. ::*We invest in emerging markets and entrepreneurs that will be the wellsprings of future opportunity. *Private Equity I&PE (Investment & Pensions Europe) Awards [https://www.eiseverywhere.com//ehome/90313/programme Conference 2014] *An interactive discussion on latest trends and drivers in investment and asset allocation *Günther Schiendl, CIO, VBV Pensionskasse (Austria) *Martin Steward, Investment Editor, IPE *Benoît Durteste, Managing Director, Intermediate Capital Group *Rick Lacaille, CIO, State Street Global Advisors *Endre Pedersen, Senior Managing Director, Fixed Income, Asia, Manulife Asset Management *Paul Watters, Senior Director and Head of Corporate Research, Standard & Poor's Corporate Ratings From Henry Peabody: *[[referenced::Rick Reider]], Blackrock – Apparently presenting at NEPC conference next week. I have a mole who will give me feedback on him. I’d also respectfully throw Sarah under the bus here as being likely the largest “client” on this loop as someone who would probably be best positioned to speak with him. *[[referenced::Francois Trahan]], Cornerstone – Bio below, some work attached. I had dinner with one of their economists the other day and could certainly reach out, though I am sure there are more than one client of theirs on this email loop. *Grantham/Inker, GMO – I could touch base with a fairly good contact there and feel situation out (EM analyst), though those with more senior contacts may be better positioned. *[[referenced::Charles Gave]], GavekalDragonomics – Bio below and a couple of recent pieces attached. I happen to be a big fan of his. *[[referenced::Cliff Asness]] *[[referenced::Rob Arnott]] *[[referenced::Bob Jenkins]] - UK FAS == Planning Questions == *Who is the target audience? *Who is the actual audience? *'''Brian Singer''' from William Blair - excellent moderator == Agenda == == Event Committee == 7b8d9s0lvy5sfsinmj46qn7xejcs8or 701 700 2024-05-24T04:54:36Z Michael 1 1 revision imported 700 wikitext text/x-wiki *The 2016 [[entity of::BSAS]] [[activity type::full-day conference]] will take place in April 2016. *The conference will be positioned more as a general investing conference. *[https://basecamp.com/2702632/projects/9305395 Basecamp] for the event. == 2016-01-20 == Triage meeting/call. At this point, after 4-5 unproductive meetings, let's make a decision on whether we can pull together an effective program for this year, or whether we should learn from our mistakes and postpone to next year. Would have to have one or two key speakers lined up by the end of the month to have any chance of pulling off a successful event. *Henry - *Stacey - would like to step back and decide what we're doing Jeanne - from board perspective, are budget to make a little, but were also planning to spend on speakers, so that might be a wash. MJG suggest have a plan to articulate to the membership, potential volunteers about what we're doing with the postponement and re-assessment. == 2015-01-14 Meeting == See list of potential speakers. Brian asked each committee member to reach out to two speakers they would want to hear. With short window, want to get a couple of key speakers lined up, then fill in and build thematic links if possible. List of speakers on hardcopy from meeting. MJG to follow up with: *Joseph Stiglitz *Donald Kaberuka - immediate past head of African Development Bank, at HKS September 2015 - Spring 2016. *Asset Owner - European Pension Funds :*Nordics (AP1 - AP5), Denmark, Netherlands, Sovereign wealth? :*Research as for Magnus, look for videos and compelling themes :*If ID one, will circulate to committee and can pursue == Initial Speaker Ideas == *[[referenced::Eric Rosengren]] - President of the Boston Fed :*Term ends 2016-03-01 *[[referenced::David Swensen]] - Yale Endowment *[[referenced::Jeremy Grantham]] - GMO *[[referenced::Magnus Erikkson]] - CIO, AP4 :*[[referenced::Mats Andersson]] - CEO, AP4 Other Speaker/Topic Areas: *Asset Owner *Demographics and Population Trends *Sustainability/ESG/Climate Change *Global Perspective - Home Country Bias *Interest Rates *Contrarian '''Top 50 Hedge funds''' - go for one of those *'''Simons''' - Renaissance Capital; at top of list; on list all 14 years *'''[http://www.blackstone.com/the-firm/overview/our-people/stephen-a-schwarzman Stephen Schwarzman]''' - Blackstone Founder; $150m gift to Yale for Commons; create a [http://www.nytimes.com/2015/05/12/arts/design/stephen-a-schwarzmangives-150-million-for-yale-cultural-hub.html?_r=0cultural hub for campus] :*$310b AUM, "leading global investment and advisory firm" ::*Our capital fuels the development of businesses and communities ::*We manage pension assets to ensure a secure retirement for millions of workers ::*Our strategic advice helps companies and governments stabilize, grow and thrive during these challenging times. ::*We invest in emerging markets and entrepreneurs that will be the wellsprings of future opportunity. *Private Equity I&PE (Investment & Pensions Europe) Awards [https://www.eiseverywhere.com//ehome/90313/programme Conference 2014] *An interactive discussion on latest trends and drivers in investment and asset allocation *Günther Schiendl, CIO, VBV Pensionskasse (Austria) *Martin Steward, Investment Editor, IPE *Benoît Durteste, Managing Director, Intermediate Capital Group *Rick Lacaille, CIO, State Street Global Advisors *Endre Pedersen, Senior Managing Director, Fixed Income, Asia, Manulife Asset Management *Paul Watters, Senior Director and Head of Corporate Research, Standard & Poor's Corporate Ratings From Henry Peabody: *[[referenced::Rick Reider]], Blackrock – Apparently presenting at NEPC conference next week. I have a mole who will give me feedback on him. I’d also respectfully throw Sarah under the bus here as being likely the largest “client” on this loop as someone who would probably be best positioned to speak with him. *[[referenced::Francois Trahan]], Cornerstone – Bio below, some work attached. I had dinner with one of their economists the other day and could certainly reach out, though I am sure there are more than one client of theirs on this email loop. *Grantham/Inker, GMO – I could touch base with a fairly good contact there and feel situation out (EM analyst), though those with more senior contacts may be better positioned. *[[referenced::Charles Gave]], GavekalDragonomics – Bio below and a couple of recent pieces attached. I happen to be a big fan of his. *[[referenced::Cliff Asness]] *[[referenced::Rob Arnott]] *[[referenced::Bob Jenkins]] - UK FAS == Planning Questions == *Who is the target audience? *Who is the actual audience? *'''Brian Singer''' from William Blair - excellent moderator == Agenda == == Event Committee == 7b8d9s0lvy5sfsinmj46qn7xejcs8or 0 367 702 2020-09-09T16:34:12Z Greis>Michael 0 Created page with "Notes from the [[entity of::BSAS| ]] Annual meeting held [[activity date::2020-06-17]] *Financial Report :*REveneue expecting down -3.8% YOY ($1,740,000?) :*FLat YOY expens..." 702 wikitext text/x-wiki Notes from the [[entity of::BSAS| ]] Annual meeting held [[activity date::2020-06-17]] *Financial Report :*REveneue expecting down -3.8% YOY ($1,740,000?) :*FLat YOY expenses :*In good financinal shape *Membership growth - Now at 6,100 members *Susan Farris - incoming President :*6 years on board *Women & Diversity :*Susan Farris - 6 years on board :*Christine Todd - Amundi/Pioneer *Diversity & Inclusion Code of Conduct with CFAi *Leaving Board - (), Hoguet, Peterson, Trahan *New members *Mike mentions SI in program review - a top program and initiative *Strategic Priorities :*Member Value :*Member Engagement :*Transparency & Integrity *Top 12 societies represent 60% of CFAi membership *Planning 7/15 Virtual Town Hall 6ztymlmoobqkqm8mc07s51hqwp8spb5 703 702 2024-05-24T04:54:36Z Michael 1 1 revision imported 702 wikitext text/x-wiki Notes from the [[entity of::BSAS| ]] Annual meeting held [[activity date::2020-06-17]] *Financial Report :*REveneue expecting down -3.8% YOY ($1,740,000?) :*FLat YOY expenses :*In good financinal shape *Membership growth - Now at 6,100 members *Susan Farris - incoming President :*6 years on board *Women & Diversity :*Susan Farris - 6 years on board :*Christine Todd - Amundi/Pioneer *Diversity & Inclusion Code of Conduct with CFAi *Leaving Board - (), Hoguet, Peterson, Trahan *New members *Mike mentions SI in program review - a top program and initiative *Strategic Priorities :*Member Value :*Member Engagement :*Transparency & Integrity *Top 12 societies represent 60% of CFAi membership *Planning 7/15 Virtual Town Hall 6ztymlmoobqkqm8mc07s51hqwp8spb5 0 368 704 2020-09-09T16:38:08Z Greis>Michael 0 Created page with "Notes from the [[entity of::BSAS| ]] Town Hall held [[activity date::2020-07-15]] *West keynote & conversation *Heather's group *Brent Bell :*Career Management ::*Especiall..." 704 wikitext text/x-wiki Notes from the [[entity of::BSAS| ]] Town Hall held [[activity date::2020-07-15]] *West keynote & conversation *Heather's group *Brent Bell :*Career Management ::*Especially for people changing jobs :*Casual conversation :*ESG :*DIversity and inclusion ::*Pipeline ::*Change at the top *Hugh :*Who needs advice? :*Fee compression :*Everyone becoming a specialist :*More on technical education & eeducation in general :*career management :*A lot back to university relations *Susan Farris :*Diversity and inclusion across all three (strategic goals?) ::*How can we serve a diverse community when we are not diverse :*Career Management ::*Making tech training more affordable ::*presentation and other soft skills ::*Showing the value of having a CFA charter to others outside the investment industry (MJG!) 1ejzjl7fpw2ddwnwmrtbbte9fykaj49 705 704 2024-05-24T04:54:36Z Michael 1 1 revision imported 704 wikitext text/x-wiki Notes from the [[entity of::BSAS| ]] Town Hall held [[activity date::2020-07-15]] *West keynote & conversation *Heather's group *Brent Bell :*Career Management ::*Especially for people changing jobs :*Casual conversation :*ESG :*DIversity and inclusion ::*Pipeline ::*Change at the top *Hugh :*Who needs advice? :*Fee compression :*Everyone becoming a specialist :*More on technical education & eeducation in general :*career management :*A lot back to university relations *Susan Farris :*Diversity and inclusion across all three (strategic goals?) ::*How can we serve a diverse community when we are not diverse :*Career Management ::*Making tech training more affordable ::*presentation and other soft skills ::*Showing the value of having a CFA charter to others outside the investment industry (MJG!) 1ejzjl7fpw2ddwnwmrtbbte9fykaj49 0 369 706 2017-02-01T20:48:50Z Greis>Michael 0 706 wikitext text/x-wiki <!-- The following is required - put this on the same line as anything above --> <!-- Change project status to "active" --> [[shortname::{{SUBPAGENAME}}| ]] The '''[[BSAS/70th Anniversary|70th Anniversary task force]]''' is a [[entity of::BSAS]] [[activity type::work project]] that is planning how to celebrate the 70th anniversary of the BSAS in 2016. *Holds regular meetings/conference calls *Began January 2016 *[[project status::completed]] - Had initial meeting and discussion. Many ideas generated. Committee did not subsequently meet. Believe scope was more ambitious than BSAS felt could be accomplished, so event planning went ahead by staff and board? Members: *[[is a member of::Eric Biegeliesen]], CFA, Broadmeadow Capital *[[is a member of::Gayle Buff, CFA]], Buff Capital Management *[[is a member of::Jamie Ebersole]], CFA, Ebersole Financial *[[is a member of::Bruce George]], CFA, P/E Investments *[[is a member of::Michael Greis]], CFA, Riverbend Advisors *[[is a member of::Jerry Holly]], CFA, Financial Engines *[[is a member of::Michael Joyce]], CFA, Pioneer Investments *[[is a member of::Will Krause]], CFA, Moody, Lynn and Lieberson *[[is a member of::Matt Meikleham]], CFA, BNY Mellon *[[is a member of::Michael Mullin]], CFA, MEM Capital Advisors *[[is a member of::David Thompson]], CFA, Brown Advisors *[[is a member of::Vitaly Veksler]], CFA, Beyond Borders Investment Strategies *[[is a member of::Arnie Wood]], Martingale *[[is a member of::Pamela Yang]], CFA, Harvard Management Company *[[is a member of::Scott Stewart]], BSAS Board Chair, is also participating *[[is a member of::Jeanne Wolf]], BSAS Executive Director, is staffing and supporting the task force. {{ProjectParentPage}} == Meetings and Notes == Initial meeting [[color||2015-01-05]] MJG Notes: *Segmenting the audience :*BSAS Members :*Investment Industry leaders in Boston :*Executives and leaders prominent in the Boston-area economy :*General Public Can (and should) address multiple audiences, but don't have to address all. Advocated for using this opportunity to raise BSAS visibility & profile in the region. Also helps with investment industry CEOs/leaders. They spend a lot of their time with other area CEOs and leaders. Hearing about BSAS from their peers in other sectors will give them a greater appreciation for and interest in the society. Set up two teams: *History *Messaging qrm5ljvyxjvge6hxrqxnma62ibe8u2v 707 706 2024-05-24T04:54:36Z Michael 1 1 revision imported 706 wikitext text/x-wiki <!-- The following is required - put this on the same line as anything above --> <!-- Change project status to "active" --> [[shortname::{{SUBPAGENAME}}| ]] The '''[[BSAS/70th Anniversary|70th Anniversary task force]]''' is a [[entity of::BSAS]] [[activity type::work project]] that is planning how to celebrate the 70th anniversary of the BSAS in 2016. *Holds regular meetings/conference calls *Began January 2016 *[[project status::completed]] - Had initial meeting and discussion. Many ideas generated. Committee did not subsequently meet. Believe scope was more ambitious than BSAS felt could be accomplished, so event planning went ahead by staff and board? Members: *[[is a member of::Eric Biegeliesen]], CFA, Broadmeadow Capital *[[is a member of::Gayle Buff, CFA]], Buff Capital Management *[[is a member of::Jamie Ebersole]], CFA, Ebersole Financial *[[is a member of::Bruce George]], CFA, P/E Investments *[[is a member of::Michael Greis]], CFA, Riverbend Advisors *[[is a member of::Jerry Holly]], CFA, Financial Engines *[[is a member of::Michael Joyce]], CFA, Pioneer Investments *[[is a member of::Will Krause]], CFA, Moody, Lynn and Lieberson *[[is a member of::Matt Meikleham]], CFA, BNY Mellon *[[is a member of::Michael Mullin]], CFA, MEM Capital Advisors *[[is a member of::David Thompson]], CFA, Brown Advisors *[[is a member of::Vitaly Veksler]], CFA, Beyond Borders Investment Strategies *[[is a member of::Arnie Wood]], Martingale *[[is a member of::Pamela Yang]], CFA, Harvard Management Company *[[is a member of::Scott Stewart]], BSAS Board Chair, is also participating *[[is a member of::Jeanne Wolf]], BSAS Executive Director, is staffing and supporting the task force. {{ProjectParentPage}} == Meetings and Notes == Initial meeting [[color||2015-01-05]] MJG Notes: *Segmenting the audience :*BSAS Members :*Investment Industry leaders in Boston :*Executives and leaders prominent in the Boston-area economy :*General Public Can (and should) address multiple audiences, but don't have to address all. Advocated for using this opportunity to raise BSAS visibility & profile in the region. Also helps with investment industry CEOs/leaders. They spend a lot of their time with other area CEOs and leaders. Hearing about BSAS from their peers in other sectors will give them a greater appreciation for and interest in the society. Set up two teams: *History *Messaging qrm5ljvyxjvge6hxrqxnma62ibe8u2v 0 370 708 2019-05-29T15:53:52Z Greis>Michael 0 708 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. [[project status::completed| ]] [[shortname::{{SUBPAGENAME}}| ]] == Create new program == <inputbox> type=create default={{PAGENAME}}/ preload=SeminarBlankTemplate buttonlabel=Create new program record </inputbox> == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> == Programs and Ideas == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} {{ProjectParentPage}} amup5whkv7j0anrjqh07gwxkvfbzp8c 709 708 2024-05-24T04:54:36Z Michael 1 1 revision imported 708 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. [[project status::completed| ]] [[shortname::{{SUBPAGENAME}}| ]] == Create new program == <inputbox> type=create default={{PAGENAME}}/ preload=SeminarBlankTemplate buttonlabel=Create new program record </inputbox> == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> == Programs and Ideas == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} {{ProjectParentPage}} amup5whkv7j0anrjqh07gwxkvfbzp8c 0 371 710 2016-12-02T18:27:59Z Greis>Michael 0 710 wikitext text/x-wiki Call Agenda: *Charter Review – second reading *Communities Update *Ambassador Orientation Meeting – Available Dates *Board approved Strategic Plan and how it affects the Advisory Board *Topic Review/Selection *Next Meeting == Charter Review == Aim to deliver charter to board by end of the year if possible. *Not really affected by strategic plan *We can move forward with finalizing it. == Strategic Plan == Strategic Plan Board Review (Jeanne) Thought would approve at yesterday's meeting, but were not able to because of missing members. Missing members worked on plan, so should be fine. *Need to identify a board champion Three larger goals: *Member Value :*Career Development and Tools ::*Working with employers ::*Education Advisory Board will be responsible for this goal :*Education and Programs :*Strategy focusing on content delivery :*Understand how we create value for our members *Member Engagement :*Defining what engagement means :*More than just education and programs *Advocacy for the Profession Member value and engagement are connected - yes Me - Focus on members engagement is on target because I have worried that we were putting all the onus of member value/engagement on the programs. *Jeanne - exactly Change membership committee to be more of an engagement/value committee Expect to have the plan finalized for sharing by early in 2017. == Ambassadors == Platform - IMUS (Free) *Could move to higher functionality (Higher Logic) if it works and is used MJG - two functions *Creating activities of value to the community *Responding to questions, keeping the electronic platform vital Platforms: *Imus - current (Free) *Higher Logic - much more robust (cost) == Topic Review == Not enough time for a full discussion today. Stephanie met with George Hoguet yesterday. Will write up his thoughts on China program(s). Will table full discussion until the next meeting. *This year - 7 programs to date 594 *Last year - 10 programs with 490 Upcoming *One holdover - David Bronson(?) Economics *Women's Initiative and Young Leaders have events in the works Do we have a gap in first months of 2017? (Ted) *YL or Women's have programs in the works *Board understands this is a building year; OK if there are gaps *Ted - more worried about member perception *MJG - Market Dinner 2/2, so Jan gap probably OK. :*Ask Stephanie to let us know when other events are finalized; may want to do something if there aren't other events in February or March. == Next Meeting == Hoping to schedule before end of year. Stephanie will circulate dates once Erinn provides her availability. 2tpmngg0tx228x23czhlufe368u3q67 711 710 2024-05-24T04:54:36Z Michael 1 1 revision imported 710 wikitext text/x-wiki Call Agenda: *Charter Review – second reading *Communities Update *Ambassador Orientation Meeting – Available Dates *Board approved Strategic Plan and how it affects the Advisory Board *Topic Review/Selection *Next Meeting == Charter Review == Aim to deliver charter to board by end of the year if possible. *Not really affected by strategic plan *We can move forward with finalizing it. == Strategic Plan == Strategic Plan Board Review (Jeanne) Thought would approve at yesterday's meeting, but were not able to because of missing members. Missing members worked on plan, so should be fine. *Need to identify a board champion Three larger goals: *Member Value :*Career Development and Tools ::*Working with employers ::*Education Advisory Board will be responsible for this goal :*Education and Programs :*Strategy focusing on content delivery :*Understand how we create value for our members *Member Engagement :*Defining what engagement means :*More than just education and programs *Advocacy for the Profession Member value and engagement are connected - yes Me - Focus on members engagement is on target because I have worried that we were putting all the onus of member value/engagement on the programs. *Jeanne - exactly Change membership committee to be more of an engagement/value committee Expect to have the plan finalized for sharing by early in 2017. == Ambassadors == Platform - IMUS (Free) *Could move to higher functionality (Higher Logic) if it works and is used MJG - two functions *Creating activities of value to the community *Responding to questions, keeping the electronic platform vital Platforms: *Imus - current (Free) *Higher Logic - much more robust (cost) == Topic Review == Not enough time for a full discussion today. Stephanie met with George Hoguet yesterday. Will write up his thoughts on China program(s). Will table full discussion until the next meeting. *This year - 7 programs to date 594 *Last year - 10 programs with 490 Upcoming *One holdover - David Bronson(?) Economics *Women's Initiative and Young Leaders have events in the works Do we have a gap in first months of 2017? (Ted) *YL or Women's have programs in the works *Board understands this is a building year; OK if there are gaps *Ted - more worried about member perception *MJG - Market Dinner 2/2, so Jan gap probably OK. :*Ask Stephanie to let us know when other events are finalized; may want to do something if there aren't other events in February or March. == Next Meeting == Hoping to schedule before end of year. Stephanie will circulate dates once Erinn provides her availability. 2tpmngg0tx228x23czhlufe368u3q67 0 372 712 2017-02-10T18:54:18Z Greis>Michael 0 712 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Establish the Global Equities Community. The inital set of BSAS "communities" are the Program Committees from previous years. The Global Equities program committee has always been very broad, something of a catch-all and a default option for members wanting to get involved who did not identify with one of the other groups. *Can this be a viable community as simply "Global Equities"? *Would it be better to have multiple communities. If so, how to define those? :*Geography? The software implementation for the Communities does not support sub-communities, which would make it much easier to get Global Equities under way because we could build some more-focused communities of practice. If the overarching Global Equities structure ddn't prove enough value, the more-focused communities could be spun out as separate communities. '''How to proceed?''' *Get input from selected members who signed up for the Global Equities community *Craft an appropriate welcome message and send to the community == Input from selected members == *Called several BSAS Members === Alice Avanian === '''LPM 2017-02-01''' - Talked at Market Dinner 2017-02-02 Summary: *Agreed that there may just not be a "Global Equities" community - too broad. == James Bolante == == Hugh Crowther == '''LPM 2017-02-01''' Summary: *Social aspect is big for Hugh *Get a group together once a month at a bar - maybe around a topic of interest; maybe a speaker to jump-start the conversation *He will chime in with a suggestion once I open it up *Default view - creating lunch programs :*Explained what the board is trying to do with communities and programs *He wants to help them succeed at whatever it is they want to do *QUAFAEW is a great example - people love getting together === Bruce George === '''Talked 2017-01-31''' Summary: *May indeed not be a "Global Equities" community. *Hard to define single set of more granular communities *Supported this suggested approach: :*Welcome note asking members to participate in a time-bounded (60 daYS? 90?) conversation about what this community should be and what they personally want to get out of it Other notes: *Will drive yourself crazy trying to reach out to everyone *What is intent of communities? - Provided outline for Bruce. More or less made sense to him == Michael Mullin == my8fmnf7oeaejb6nh25wwj173x3ii1w 713 712 2024-05-24T04:54:37Z Michael 1 1 revision imported 712 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Establish the Global Equities Community. The inital set of BSAS "communities" are the Program Committees from previous years. The Global Equities program committee has always been very broad, something of a catch-all and a default option for members wanting to get involved who did not identify with one of the other groups. *Can this be a viable community as simply "Global Equities"? *Would it be better to have multiple communities. If so, how to define those? :*Geography? The software implementation for the Communities does not support sub-communities, which would make it much easier to get Global Equities under way because we could build some more-focused communities of practice. If the overarching Global Equities structure ddn't prove enough value, the more-focused communities could be spun out as separate communities. '''How to proceed?''' *Get input from selected members who signed up for the Global Equities community *Craft an appropriate welcome message and send to the community == Input from selected members == *Called several BSAS Members === Alice Avanian === '''LPM 2017-02-01''' - Talked at Market Dinner 2017-02-02 Summary: *Agreed that there may just not be a "Global Equities" community - too broad. == James Bolante == == Hugh Crowther == '''LPM 2017-02-01''' Summary: *Social aspect is big for Hugh *Get a group together once a month at a bar - maybe around a topic of interest; maybe a speaker to jump-start the conversation *He will chime in with a suggestion once I open it up *Default view - creating lunch programs :*Explained what the board is trying to do with communities and programs *He wants to help them succeed at whatever it is they want to do *QUAFAEW is a great example - people love getting together === Bruce George === '''Talked 2017-01-31''' Summary: *May indeed not be a "Global Equities" community. *Hard to define single set of more granular communities *Supported this suggested approach: :*Welcome note asking members to participate in a time-bounded (60 daYS? 90?) conversation about what this community should be and what they personally want to get out of it Other notes: *Will drive yourself crazy trying to reach out to everyone *What is intent of communities? - Provided outline for Bruce. More or less made sense to him == Michael Mullin == my8fmnf7oeaejb6nh25wwj173x3ii1w 0 373 714 2020-11-30T23:52:52Z Greis>Michael 0 714 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''PRI Social Issues Integration''' *Status: '''[[project status::active]]''' and scheduled for '''[[activity date::2017-05-18]]''' :*MFS Facility Confirmed *Event Listing: [ BSAS web site] :Team Members: [[is a member of::Michael Greis]], [[is a member of::Justin Sloggett]], [[is a member of::Rob Wilson]] == Description == [[involved::Michael Cantara]], now senior managing director of MFS global client group, will provide introductory remarks. Panel 1: “social issues” megatrends #Speaker on economic and financial implications of human rights risks; #Speaker on economic and financial implications of Europe’s migrant crisis; #Speaker on economic and financial implications of economic inequality and populism; Panel 2: Social issues and ESG integration #Speaker on integrating gender diversity into company valuations (probably Trillium and ESG issue could change); #Speaker on integrating human rights risks into company valuations (Rob Wilson); #Speaker on integrating risks associated with local community unrests into company valuations (Morgan Stanley if they are in Boston). == Resources == *MFS will cover food ($1,500) *CFAB will handle registration (planning $10 CFAB/PRI, $20 others) == Notes == ---- cb7t9knsw3g6zoy2wb6rbuibzkdadaz 715 714 2024-05-24T04:54:37Z Michael 1 1 revision imported 714 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''PRI Social Issues Integration''' *Status: '''[[project status::active]]''' and scheduled for '''[[activity date::2017-05-18]]''' :*MFS Facility Confirmed *Event Listing: [ BSAS web site] :Team Members: [[is a member of::Michael Greis]], [[is a member of::Justin Sloggett]], [[is a member of::Rob Wilson]] == Description == [[involved::Michael Cantara]], now senior managing director of MFS global client group, will provide introductory remarks. Panel 1: “social issues” megatrends #Speaker on economic and financial implications of human rights risks; #Speaker on economic and financial implications of Europe’s migrant crisis; #Speaker on economic and financial implications of economic inequality and populism; Panel 2: Social issues and ESG integration #Speaker on integrating gender diversity into company valuations (probably Trillium and ESG issue could change); #Speaker on integrating human rights risks into company valuations (Rob Wilson); #Speaker on integrating risks associated with local community unrests into company valuations (Morgan Stanley if they are in Boston). == Resources == *MFS will cover food ($1,500) *CFAB will handle registration (planning $10 CFAB/PRI, $20 others) == Notes == ---- cb7t9knsw3g6zoy2wb6rbuibzkdadaz 0 374 716 2020-11-30T23:50:46Z Greis>Michael 0 716 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} {{color||2017-01}} - This will now be a [[BASIC Events Chair/SASB Brown Bag|BASIC event]] in April 2017. *Title: '''SASB Brown Bag''' *Status: '''[[project status::completed]]''' as of '''[[event date::2016-12]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Michael Greis]],[[contributed to::Rob Fernandez]] == Description == Suggested a SASB Brown Bag lunch as an example for the new model for BSAS informal programs. Invite several BSAS members who have passed FSA Level 1 and (perhaps) took Level 2 in the inaugural cohort to participate in a "birds of a feather" session to talk with BSAS members about the FSA, the exams, their motivation and how they expect to use the credential & skills. == Resources == *[[involved::Jean Rogers]] - liked the idea *[[involved::Nicolai Lundy]] (SASB) - contact and coordinator == Notes == === Boston Area Exam Participants === Listed Professionals {| border="1" cellspacing="0" cellpadding="4" align="center" class="sortable" <!-- Header row --> |- !style="background:#ffdead;" | First !style="background:#ffdead;" | Last !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Title !style="background:#ffdead;" | BSAS? !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone !style="background:#ffdead" | Notes <!-- Content row --> |-align="left" |John | Villela | Longfellow Investment Management | Principal/CEO |align="center"| BSAS |align="center"| villela@verizon.net |align="center"| (617) 695-3504 |align="center" style="color:green;" | &nbsp; <!-- Content row --> |-align="left" |Josh | Stein | Longfellow Investment Management | Credit Analyst |align="center"| BSAS |align="center"| jnstein85@gmail.com |align="center"| (617) 695-3504 |align="center" style="color:green;" | &nbsp; <!-- Content row --> |-align="left" |George | Noyes | Longfellow Investment Management | &nbsp; |align="center"| BSAS |align="center"| gwn@longfellowim.com |align="center"| &nbsp; |align="center" style="color:green;" | Talk with George - host? <!-- Content row --> |-align="left" |Rob | Fernandez | Breckinridge | &nbsp; |align="center"| BSAS |align="center"| rfernandez@breckinridge.com |align="center"| &nbsp; |align="center" style="color:green;" | Ask Rob to lead? <!-- Content row --> |-align="left" |Andrew | Morales | Wellington Management | ESG Analyst |align="center"| No |align="center"| &nbsp; |align="center"| &nbsp; |align="center" style="color:green;" | &nbsp; <!-- Content row --> |-align="left" |Peter | Coffin | Breckinridge Investments | President |align="center"| No |align="center"| &nbsp; |align="center"| &nbsp; |align="center" style="color:green;" | &nbsp; |} ---- exd3yc2rk69bifmrik9lysq331xkk9z 717 716 2024-05-24T04:54:37Z Michael 1 1 revision imported 716 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} {{color||2017-01}} - This will now be a [[BASIC Events Chair/SASB Brown Bag|BASIC event]] in April 2017. *Title: '''SASB Brown Bag''' *Status: '''[[project status::completed]]''' as of '''[[event date::2016-12]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Michael Greis]],[[contributed to::Rob Fernandez]] == Description == Suggested a SASB Brown Bag lunch as an example for the new model for BSAS informal programs. Invite several BSAS members who have passed FSA Level 1 and (perhaps) took Level 2 in the inaugural cohort to participate in a "birds of a feather" session to talk with BSAS members about the FSA, the exams, their motivation and how they expect to use the credential & skills. == Resources == *[[involved::Jean Rogers]] - liked the idea *[[involved::Nicolai Lundy]] (SASB) - contact and coordinator == Notes == === Boston Area Exam Participants === Listed Professionals {| border="1" cellspacing="0" cellpadding="4" align="center" class="sortable" <!-- Header row --> |- !style="background:#ffdead;" | First !style="background:#ffdead;" | Last !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Title !style="background:#ffdead;" | BSAS? !style="background:#ffdead;" | e-mail !style="background:#ffdead;" | Phone !style="background:#ffdead" | Notes <!-- Content row --> |-align="left" |John | Villela | Longfellow Investment Management | Principal/CEO |align="center"| BSAS |align="center"| villela@verizon.net |align="center"| (617) 695-3504 |align="center" style="color:green;" | &nbsp; <!-- Content row --> |-align="left" |Josh | Stein | Longfellow Investment Management | Credit Analyst |align="center"| BSAS |align="center"| jnstein85@gmail.com |align="center"| (617) 695-3504 |align="center" style="color:green;" | &nbsp; <!-- Content row --> |-align="left" |George | Noyes | Longfellow Investment Management | &nbsp; |align="center"| BSAS |align="center"| gwn@longfellowim.com |align="center"| &nbsp; |align="center" style="color:green;" | Talk with George - host? <!-- Content row --> |-align="left" |Rob | Fernandez | Breckinridge | &nbsp; |align="center"| BSAS |align="center"| rfernandez@breckinridge.com |align="center"| &nbsp; |align="center" style="color:green;" | Ask Rob to lead? <!-- Content row --> |-align="left" |Andrew | Morales | Wellington Management | ESG Analyst |align="center"| No |align="center"| &nbsp; |align="center"| &nbsp; |align="center" style="color:green;" | &nbsp; <!-- Content row --> |-align="left" |Peter | Coffin | Breckinridge Investments | President |align="center"| No |align="center"| &nbsp; |align="center"| &nbsp; |align="center" style="color:green;" | &nbsp; |} ---- exd3yc2rk69bifmrik9lysq331xkk9z 0 375 718 2020-11-30T23:51:14Z Greis>Michael 0 718 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|seminar|}} *Title: '''US Venture Exchange''' *Status: '''[[project status::completed]]''' as of '''[[activity date::2016-10-05]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Michael Greis]] == Description == The CFA Institute recently published a white paper entitled "United States Venture Market: Has the Time Come?". The paper re-looks at the idea of establishing a venture exchange or venture market in the US with less strict listing and regulatory rules to serve smaller and startup companies. While the idea didn't gain traction previously, it's since been implemented elsewhere in the world (London and Toronto). I'm planning an early October session on the topic. The CFA Society in San Francisco did a well-received session with the author (Matt Orsagh) discussing the paper and leading a Q&A discussion with the audience. I'd like to go beyond that and add a voice from the local VC community with an interest in the topic. We've also reached out to include someone from the Toronto Venture Exchange. == Agenda and Speakers == *[[contributed to::Matt Orsagh]] :*CFA Institute (Author) *[[contributed to::Robert Peterman]] :*Toronto Venture Exchange *[[contributed to::Stan Keller]] :*Local Legal and Venture Community Participant == Resources == For Toronto VX: *'''Tim Babcock''' - Invited by Matt; may have conflict, will look at alternates For venture speaker: *'''Mark Barnett''' {{color||2016-08-09 Waiting}} *'''Rob Day''' {{color||2016-08-10 Waiting}} *[['''Peter Rothstein''']] *'''Bill Schnoor''' {{color||2016-08-10 To-do}} == Notes == ---- bwm69wqtsttqcss4wii1dhx8gf48mb9 719 718 2024-05-24T04:54:37Z Michael 1 1 revision imported 718 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|seminar|}} *Title: '''US Venture Exchange''' *Status: '''[[project status::completed]]''' as of '''[[activity date::2016-10-05]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Michael Greis]] == Description == The CFA Institute recently published a white paper entitled "United States Venture Market: Has the Time Come?". The paper re-looks at the idea of establishing a venture exchange or venture market in the US with less strict listing and regulatory rules to serve smaller and startup companies. While the idea didn't gain traction previously, it's since been implemented elsewhere in the world (London and Toronto). I'm planning an early October session on the topic. The CFA Society in San Francisco did a well-received session with the author (Matt Orsagh) discussing the paper and leading a Q&A discussion with the audience. I'd like to go beyond that and add a voice from the local VC community with an interest in the topic. We've also reached out to include someone from the Toronto Venture Exchange. == Agenda and Speakers == *[[contributed to::Matt Orsagh]] :*CFA Institute (Author) *[[contributed to::Robert Peterman]] :*Toronto Venture Exchange *[[contributed to::Stan Keller]] :*Local Legal and Venture Community Participant == Resources == For Toronto VX: *'''Tim Babcock''' - Invited by Matt; may have conflict, will look at alternates For venture speaker: *'''Mark Barnett''' {{color||2016-08-09 Waiting}} *'''Rob Day''' {{color||2016-08-10 Waiting}} *[['''Peter Rothstein''']] *'''Bill Schnoor''' {{color||2016-08-10 To-do}} == Notes == ---- bwm69wqtsttqcss4wii1dhx8gf48mb9 0 376 720 2019-05-29T15:57:02Z Greis>Michael 0 720 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. [[project status::active| ]] [[shortname::{{SUBPAGENAME}}| ]] == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> == Create new program == <inputbox> type=create default={{PAGENAME}}/ preload=SeminarBlankTemplate buttonlabel=Create new program record </inputbox> {{ProjectParentPage}} kev31nuhk35wr4z7akj1hmwcynmx8go 721 720 2024-05-24T04:54:37Z Michael 1 1 revision imported 720 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. [[project status::active| ]] [[shortname::{{SUBPAGENAME}}| ]] == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> == Create new program == <inputbox> type=create default={{PAGENAME}}/ preload=SeminarBlankTemplate buttonlabel=Create new program record </inputbox> {{ProjectParentPage}} kev31nuhk35wr4z7akj1hmwcynmx8go 0 377 722 2019-05-28T18:42:28Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{Pr..." 722 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} *Gary Sartejian is new CFAB education programs hire :*Currently Putnam Team lead on equity sector specialists :*Starts June 17th :*Announce next week :*Move next meeting to after he starts *Connect Demo *Nominating Slate - voted to approve :*Michael Greis :*Ted Everett :*Jimmy Zhao (new) *Discussion :*Notes on hardcopy agenda 0f18s0xs5bierxq5p2irfp2he3ohe7r 723 722 2024-05-24T04:54:37Z Michael 1 1 revision imported 722 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} *Gary Sartejian is new CFAB education programs hire :*Currently Putnam Team lead on equity sector specialists :*Starts June 17th :*Announce next week :*Move next meeting to after he starts *Connect Demo *Nominating Slate - voted to approve :*Michael Greis :*Ted Everett :*Jimmy Zhao (new) *Discussion :*Notes on hardcopy agenda 0f18s0xs5bierxq5p2irfp2he3ohe7r 0 378 724 2019-05-28T18:49:29Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{Pr..." 724 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} '''Ted Everett''' working on an Angel Investing program for Private Wealth *'''Golden Seeds''' :*Ted working to connect with them :*Suggested Ted talk with [[involved::John Harper]] ::*John's wife has been involved with them ::*Connected them via e-mail :*Suggested Ted connect with [[involved::Eileen Durey]] ::*Eileen was a member ::*Connected them with call to Eileen. ::*Did Ted connect with Eileen? *Appleton Partners - on muni bonds..... :*Mentioned during Apr/May call with Ted :*Small HNW manager :*In a joint venture with Cambridge Trust :*We've got a product... :*Have a big bond shop - who? ::*Now has $40B (bond shop? Appleton?) *As of 2019-05-22 meeting, Ted still trying to connect with Golden Seeds o8hc73udvjunpeudyw9tc5tmrpex0o2 725 724 2024-05-24T04:54:37Z Michael 1 1 revision imported 724 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} '''Ted Everett''' working on an Angel Investing program for Private Wealth *'''Golden Seeds''' :*Ted working to connect with them :*Suggested Ted talk with [[involved::John Harper]] ::*John's wife has been involved with them ::*Connected them via e-mail :*Suggested Ted connect with [[involved::Eileen Durey]] ::*Eileen was a member ::*Connected them with call to Eileen. ::*Did Ted connect with Eileen? *Appleton Partners - on muni bonds..... :*Mentioned during Apr/May call with Ted :*Small HNW manager :*In a joint venture with Cambridge Trust :*We've got a product... :*Have a big bond shop - who? ::*Now has $40B (bond shop? Appleton?) *As of 2019-05-22 meeting, Ted still trying to connect with Golden Seeds o8hc73udvjunpeudyw9tc5tmrpex0o2 0 379 726 2020-05-26T20:59:51Z Greis>Michael 0 726 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} {{hct|2020-05-22}} - Brian Enyeart turning over the project to new Advisory council member () as he rolls of the committee. See notes from Advisory Council meetings (text, some in Workflowy). Notes from selected meetings (from WorkFlowy) === FinTech call 2019-03-01 === *Framework :*Management - 30,000 ft - what is it, how does it contribute, how does my business change :*Contributors - Investment Professional - makes judgements on a daily basis, contributes ideas for firms Might use the data ::*Relies on a deep technology partners :*Consumers - portfolio manageers :*Experts - Technologists, doers, deep knowledge *Brian - our sweet spot is the middle two :*Educating the analyst and PM is our goal === Call 2019-02-14 === *Plans for FinTech event *Sarah Biller confirmed to Brian that we're on the right track *Topics and potential speakers :*Select down to manageable number of topics/speakers :*Select by topics or speakers available? :*Keynote ::*Zvi Bodie not be best choice - too focused ::*Stephanie may have a line on another *Blockchain ::*Lou Mauri at SS ::*Brent - his EVP put him in touch with Nathaniel Rand in architecture office> :::*Spoke to State Street board of trustees :::*Speaks to customers :::*Said it would be good to pair him with someone else :::*Jim Cunha - spearheading Fed's research on distributed blockchain :::*Hugh has heard Jim speak several times :*Nathaniel - overview of blockchain? how is SS looking at implementing it ::*What will I get as a user? ::*Brian - move to practitioner view :::*Like a sample of implementations :::*Is this a who, what where? :*Nathaniel may have the background to do this sort of session ::*Antoinette Schorr - MIT - crypto *AI - Duncan Simester MIT has helped provide guidance to MIT on AI. *Sarah Biller - offered two other potential keynotes ::*Richard Thaler ::*Peter Kraus *McKinsey? *Robo :*Go with disruptors :*Hugh - will follow-up with Robin Hood and Fidelity head of research on disruptive technology (ref Brian) *Model Portfolio :*Intermediate RIAs getting out of portfolio construction :*Moving to focus more on advice, financial planning :*Get models from someone who can provide it at scale :*Fidelity doing some work :*Envestnet - build a good book of business; hundreds of models :*RIA tell their story :*Brent as volunteer ::*Will talk to State Street contact *<b>Dushyanyt Shahrawat</b> - now at Rosenblatt Securities ::*Great speaker, big picture - for keynote? === Babson Future of Fintech conference at Fed 2018-03-09 === :[https://www.babsonfinanceconference.com/ Conference link] *Many speakers we're discussing *Welcome Address: Jim Cunha, Senior Vice President, Federal Reserve Bank of Boston *Morning Keynote: Sri Krishnamurthy M’11 CFA, CAP, Chief Data Scientist and President, QuantUniversity.com> :*FinTech: The revolution is here! :*In this session, we will introduce fintech and discuss the eight key innovations in fintech that are revolutionizing how companies are doing business. This session is geared towards fintech enthusiasts and financial industry professionals who are intrigued and fascinated by the innovations in fintech and would like to learn and adapt to the new realities of the 21st century. *Morning Breakout Session 1a: The Future of FinTech :*Sarah Biller, Co-Founder & Board Member, FinTech Sandbox> :*Chuck Senatore, Head of Risk Oversight for Devonshire Investors, Fidelity Investments :*Christina Qi, Partner, Domeyard LP :*Debbie Williams M’11, Strategist, FinTech Market Strategy *Morning Breakout Session 1b: Enterprise Applications of Blockchain Technology :*Havell Rodrigues M’03, CEO and Co-Founder, Adjoint Inc. *Morning Breakout Session 1c: Artificial Intelligence and the Human Condition: Things we’ve learned while starting the first AI product company :*Adam Martel & Rich Palmer M’16 Co-founders, Gravyty *Morning Breakout Session 2a: Cryptocurrencies, Bitcoin & Open-sourced Blockchain Ledgers :*Marc Grens, Co-Founder & President, DigitalMint :*It's important to understand the difference between a decentralized open-sourced cryptocurrency and a centralized token that masks itself like a cryptocurrency. Asking the right questions and doing the proper due diligence can help one understand the difference. *Morning Breakout Session 2b: How are financial services enterprises leveraging AI to improve their key workflows? :*Greg Woolf, CEO, Coalesce *Morning Breakout Session 2c: Challenges Facing the Industry & the Path Forward :*J. Helen Yang, CFA, Co-founder and CEO, Andes Wealth === FinTech call 2018-12-17 === :*On Call :*Brian, Hugh, Michael, Ted, Stephanie :*Christine Todd and Brent Bell unavailable, but part of team *How do we shape this? *Hugh - on Board, has introduced us to people in the space and set up MeetUps :*Working on investment data for 35 years :*Running QUAFAFEW for 20+ years :*Tomorrow Quantum Computing MeetUp (and QUAFAFEW in evening) :*Hugh is a consultant ::*Represents Alexandria, sells news sentiment information to firms *On Babson Fund :::*Bruce Herring/Herman - retired from Fid, now on Babson Fund :::*Bryan worked for Bruce for 8 years, was his CIO for 5 years *Christine is on CFAB board, works at Neighborly Investments *Brian - getting us on same page, who we're trying to serve *<b>FinTech Landscape</b> :*What is the knowledge level of the investment community? :*How relevant is studying the paths of innovation? :*What events should we host to raise awareness? :*What events already exist? Working Calendar :*Who is the right audience? :*What linkage to the curriculum do we hope to create? :https://www.cfainstitute.org/en/membership/professional-development/refresher-readings/2019/fintech-investment-management-level-ii :*What activities are other chapters already doing? CFAUK, New York, Bermuda *<b>Fintech categories</b> :*Robo as advisor - digital advice :*Value Store- digital currency related :*Market place - trading venues :*Decision support - online financial content :*Decision support - online tools *<b>Suggested Presentations</b> :*Modularization of Banking :*QuantUniversity :*AI :*Cognitaire - classes on data science :*FinTech sandbox *MJG :*Good to think about overview and in-depth :*Where you are in career and what you need :*make those clear so audience knows what to expect :*Data science is a bigger thing - outside of fintech per se *Brian - have in-depth classes scheduled :*Is there a market to half-day/full-day?> :*Stephanie - yes, based on our previous experience and that of other societies :*Thinks we can definitely do 1/2 day in late spring *Hugh - other partners :*Cutler Center :*Mark () - BU *Brian - for senior managers, what do I need to know that I don't know?> :*Wouldn't necessarily do full-day himself, until he needed to. *Stephanie - do data analysis: *Full-day event - two years ago May ::*Agenda :::*Sarah Biller & ( :::*Gordy Sands Data director BPCC :::*IbM blockchains :::*Discovering insights in unstructured data - Dan DiBartolomeo and Alexandria news sentiment :::*Fintech for reducing operational and regulatory risk ::::*SEC, David Wozowski, Assette :::*Sandbox presentations :::*Evolution of robo-advisors *Brian - creating digital skills across all employees :*Digital framework - understand how data is changing our industry - everyone :*Digital consumers - about 30% of their 1,000 professionals should be able to use tools and information :*Digital creator - contribute to other people's investment decisions through material you create - fundamental, quant, PM, anaysts :*Technology expert - 1-5% - people with advanced degrees and have unique technical capabilities *MJG - spot on - see us especially working in the first three *Do a February and April meet-up as intro to data science and other time-series analysis in-depth sessions :*Those are Cognitaire classes Neil Kumar is developer of one *1/2 day session - :*Someone sit down with Sri (Quant Univ.)?> :*Hugh - I would, but am biased.....promote all his events *Cargometrics - pings :*MJG - go with others *Recap :*Framework - four levels :*Events - meet-ups, May full-day conference using topics from first event but new people :*Stephanie deeper dive into attendees from past programs cnsyh6jv474pwxyc43acwca997dsfuj 727 726 2024-05-24T04:54:37Z Michael 1 1 revision imported 726 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} {{hct|2020-05-22}} - Brian Enyeart turning over the project to new Advisory council member () as he rolls of the committee. See notes from Advisory Council meetings (text, some in Workflowy). Notes from selected meetings (from WorkFlowy) === FinTech call 2019-03-01 === *Framework :*Management - 30,000 ft - what is it, how does it contribute, how does my business change :*Contributors - Investment Professional - makes judgements on a daily basis, contributes ideas for firms Might use the data ::*Relies on a deep technology partners :*Consumers - portfolio manageers :*Experts - Technologists, doers, deep knowledge *Brian - our sweet spot is the middle two :*Educating the analyst and PM is our goal === Call 2019-02-14 === *Plans for FinTech event *Sarah Biller confirmed to Brian that we're on the right track *Topics and potential speakers :*Select down to manageable number of topics/speakers :*Select by topics or speakers available? :*Keynote ::*Zvi Bodie not be best choice - too focused ::*Stephanie may have a line on another *Blockchain ::*Lou Mauri at SS ::*Brent - his EVP put him in touch with Nathaniel Rand in architecture office> :::*Spoke to State Street board of trustees :::*Speaks to customers :::*Said it would be good to pair him with someone else :::*Jim Cunha - spearheading Fed's research on distributed blockchain :::*Hugh has heard Jim speak several times :*Nathaniel - overview of blockchain? how is SS looking at implementing it ::*What will I get as a user? ::*Brian - move to practitioner view :::*Like a sample of implementations :::*Is this a who, what where? :*Nathaniel may have the background to do this sort of session ::*Antoinette Schorr - MIT - crypto *AI - Duncan Simester MIT has helped provide guidance to MIT on AI. *Sarah Biller - offered two other potential keynotes ::*Richard Thaler ::*Peter Kraus *McKinsey? *Robo :*Go with disruptors :*Hugh - will follow-up with Robin Hood and Fidelity head of research on disruptive technology (ref Brian) *Model Portfolio :*Intermediate RIAs getting out of portfolio construction :*Moving to focus more on advice, financial planning :*Get models from someone who can provide it at scale :*Fidelity doing some work :*Envestnet - build a good book of business; hundreds of models :*RIA tell their story :*Brent as volunteer ::*Will talk to State Street contact *<b>Dushyanyt Shahrawat</b> - now at Rosenblatt Securities ::*Great speaker, big picture - for keynote? === Babson Future of Fintech conference at Fed 2018-03-09 === :[https://www.babsonfinanceconference.com/ Conference link] *Many speakers we're discussing *Welcome Address: Jim Cunha, Senior Vice President, Federal Reserve Bank of Boston *Morning Keynote: Sri Krishnamurthy M’11 CFA, CAP, Chief Data Scientist and President, QuantUniversity.com> :*FinTech: The revolution is here! :*In this session, we will introduce fintech and discuss the eight key innovations in fintech that are revolutionizing how companies are doing business. This session is geared towards fintech enthusiasts and financial industry professionals who are intrigued and fascinated by the innovations in fintech and would like to learn and adapt to the new realities of the 21st century. *Morning Breakout Session 1a: The Future of FinTech :*Sarah Biller, Co-Founder & Board Member, FinTech Sandbox> :*Chuck Senatore, Head of Risk Oversight for Devonshire Investors, Fidelity Investments :*Christina Qi, Partner, Domeyard LP :*Debbie Williams M’11, Strategist, FinTech Market Strategy *Morning Breakout Session 1b: Enterprise Applications of Blockchain Technology :*Havell Rodrigues M’03, CEO and Co-Founder, Adjoint Inc. *Morning Breakout Session 1c: Artificial Intelligence and the Human Condition: Things we’ve learned while starting the first AI product company :*Adam Martel & Rich Palmer M’16 Co-founders, Gravyty *Morning Breakout Session 2a: Cryptocurrencies, Bitcoin & Open-sourced Blockchain Ledgers :*Marc Grens, Co-Founder & President, DigitalMint :*It's important to understand the difference between a decentralized open-sourced cryptocurrency and a centralized token that masks itself like a cryptocurrency. Asking the right questions and doing the proper due diligence can help one understand the difference. *Morning Breakout Session 2b: How are financial services enterprises leveraging AI to improve their key workflows? :*Greg Woolf, CEO, Coalesce *Morning Breakout Session 2c: Challenges Facing the Industry & the Path Forward :*J. Helen Yang, CFA, Co-founder and CEO, Andes Wealth === FinTech call 2018-12-17 === :*On Call :*Brian, Hugh, Michael, Ted, Stephanie :*Christine Todd and Brent Bell unavailable, but part of team *How do we shape this? *Hugh - on Board, has introduced us to people in the space and set up MeetUps :*Working on investment data for 35 years :*Running QUAFAFEW for 20+ years :*Tomorrow Quantum Computing MeetUp (and QUAFAFEW in evening) :*Hugh is a consultant ::*Represents Alexandria, sells news sentiment information to firms *On Babson Fund :::*Bruce Herring/Herman - retired from Fid, now on Babson Fund :::*Bryan worked for Bruce for 8 years, was his CIO for 5 years *Christine is on CFAB board, works at Neighborly Investments *Brian - getting us on same page, who we're trying to serve *<b>FinTech Landscape</b> :*What is the knowledge level of the investment community? :*How relevant is studying the paths of innovation? :*What events should we host to raise awareness? :*What events already exist? Working Calendar :*Who is the right audience? :*What linkage to the curriculum do we hope to create? :https://www.cfainstitute.org/en/membership/professional-development/refresher-readings/2019/fintech-investment-management-level-ii :*What activities are other chapters already doing? CFAUK, New York, Bermuda *<b>Fintech categories</b> :*Robo as advisor - digital advice :*Value Store- digital currency related :*Market place - trading venues :*Decision support - online financial content :*Decision support - online tools *<b>Suggested Presentations</b> :*Modularization of Banking :*QuantUniversity :*AI :*Cognitaire - classes on data science :*FinTech sandbox *MJG :*Good to think about overview and in-depth :*Where you are in career and what you need :*make those clear so audience knows what to expect :*Data science is a bigger thing - outside of fintech per se *Brian - have in-depth classes scheduled :*Is there a market to half-day/full-day?> :*Stephanie - yes, based on our previous experience and that of other societies :*Thinks we can definitely do 1/2 day in late spring *Hugh - other partners :*Cutler Center :*Mark () - BU *Brian - for senior managers, what do I need to know that I don't know?> :*Wouldn't necessarily do full-day himself, until he needed to. *Stephanie - do data analysis: *Full-day event - two years ago May ::*Agenda :::*Sarah Biller & ( :::*Gordy Sands Data director BPCC :::*IbM blockchains :::*Discovering insights in unstructured data - Dan DiBartolomeo and Alexandria news sentiment :::*Fintech for reducing operational and regulatory risk ::::*SEC, David Wozowski, Assette :::*Sandbox presentations :::*Evolution of robo-advisors *Brian - creating digital skills across all employees :*Digital framework - understand how data is changing our industry - everyone :*Digital consumers - about 30% of their 1,000 professionals should be able to use tools and information :*Digital creator - contribute to other people's investment decisions through material you create - fundamental, quant, PM, anaysts :*Technology expert - 1-5% - people with advanced degrees and have unique technical capabilities *MJG - spot on - see us especially working in the first three *Do a February and April meet-up as intro to data science and other time-series analysis in-depth sessions :*Those are Cognitaire classes Neil Kumar is developer of one *1/2 day session - :*Someone sit down with Sri (Quant Univ.)?> :*Hugh - I would, but am biased.....promote all his events *Cargometrics - pings :*MJG - go with others *Recap :*Framework - four levels :*Events - meet-ups, May full-day conference using topics from first event but new people :*Stephanie deeper dive into attendees from past programs cnsyh6jv474pwxyc43acwca997dsfuj 0 380 728 2018-08-24T19:56:56Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{Pr..." 728 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} 2018-19 Advisory Council Members *Ken Anadu (new member) *Brent Bell *Brian Enyeart *Ted Everett *Michael Greis *Justin Klosek (Chair) <jtklosek@gmail.com> *Richard Michaud <rmichaud@newfrontieradvisors.com> *Chris Powers <christopherpowers5@gmail.com> (new member) *Tim Reardon <treardon@welchforbes.com> *Debi Rossi <debi.rossi@kyzaperformance.com> (new member) truvwqgcwxlbs7fs6m7okfe1jvliqtm 729 728 2024-05-24T04:54:37Z Michael 1 1 revision imported 728 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} 2018-19 Advisory Council Members *Ken Anadu (new member) *Brent Bell *Brian Enyeart *Ted Everett *Michael Greis *Justin Klosek (Chair) <jtklosek@gmail.com> *Richard Michaud <rmichaud@newfrontieradvisors.com> *Chris Powers <christopherpowers5@gmail.com> (new member) *Tim Reardon <treardon@welchforbes.com> *Debi Rossi <debi.rossi@kyzaperformance.com> (new member) truvwqgcwxlbs7fs6m7okfe1jvliqtm 0 381 730 2017-07-28T20:52:34Z Greis>Michael 0 730 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} == 2017-07-28 == Call to discuss NYSSA's Asset Owner series and collaborative opportunities Participating: *Brent Bell, (BSAS CIO Roundtable) *Stephanie Field *Michael Greis *Daniel () - NYSSA Executive Director *Tom Brigandi - (Creator of NYSSA Asset Owner series) *Depeeka () - Asset Owner series volunteer & NYSSA board member <u>Notes</u>: '''Asset Owner Series''' *[https://www.nyssa.org/cfany-asset-owner-series/ Asset Owner Series] information and schedule *Everybody wants to hear from asset owners '''Asset Owner Series Network''' *Informal network of ~200 professionals at CFA societies who have relationships with and can call on Asset Owner CIOs (and CIO direct-report-level people). :*Facilitating and formalizing what we do locally and informally - who knows someone (senior level) at institution X? '''Build collaborations among societies''' *Hong Kong - "signed" but not formal/written *Shanghai - interested What might BSAS do with them? *Discuss at advisory council Possibilities: *Leverage and share for CIO asset owner network - BSAS participants *Do asset owner events *Leverage for our CIO Roundtable More... qd3gl1jzvb7jmaywr4co3xc2zm7tusn 731 730 2024-05-24T04:54:37Z Michael 1 1 revision imported 730 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} == 2017-07-28 == Call to discuss NYSSA's Asset Owner series and collaborative opportunities Participating: *Brent Bell, (BSAS CIO Roundtable) *Stephanie Field *Michael Greis *Daniel () - NYSSA Executive Director *Tom Brigandi - (Creator of NYSSA Asset Owner series) *Depeeka () - Asset Owner series volunteer & NYSSA board member <u>Notes</u>: '''Asset Owner Series''' *[https://www.nyssa.org/cfany-asset-owner-series/ Asset Owner Series] information and schedule *Everybody wants to hear from asset owners '''Asset Owner Series Network''' *Informal network of ~200 professionals at CFA societies who have relationships with and can call on Asset Owner CIOs (and CIO direct-report-level people). :*Facilitating and formalizing what we do locally and informally - who knows someone (senior level) at institution X? '''Build collaborations among societies''' *Hong Kong - "signed" but not formal/written *Shanghai - interested What might BSAS do with them? *Discuss at advisory council Possibilities: *Leverage and share for CIO asset owner network - BSAS participants *Do asset owner events *Leverage for our CIO Roundtable More... qd3gl1jzvb7jmaywr4co3xc2zm7tusn 0 382 732 2018-02-02T16:33:49Z Greis>Michael 0 /* Potential Panelists and Contacts */ 732 wikitext text/x-wiki Scheduled date: Tuesday, 12/14 *[http://www.bsas.org/BSAS_Programs_Events/PEC01-01.asp?ID=241 Event Announcement] at BSAS web site :*http://www.bsas.org/BSAS_Programs_Events/PEC01-01.asp?ID=241 (for copy and paste) *[[BSAS/Climate Change Disclosure Panel/Session Notes|Session Notes]] *Follow-up resources :*ISS October Report *CDP *GRI framework *INCR === Description === '''SEC Climate Change Disclosure Requirements''': What you need to know - Legal, Analyst, Corporate and Asset Manager Perspectives SEC requirements for disclosure of material climate change impacts became effective earlier this year upon the publication of clarifying guidance by the agency. With the upcoming flood of annual filings following the end of this calendar year, virtually all public companies will be reporting based on their assessments of how climate change will affect their business, most for the first time. Join our panelists to learn what the disclosure requirements are (and aren't), what good disclosure practices are and what you can learn from companies who practice them, what you can expect to see and what opportunities these new guidelines may offer for analysts and asset managers to shape more informative disclosure going forward. === Topics === [[BSAS Climate Change Disclosure Panel/Session Flow|Session flow]] as developed by panel and as delivered Initial draft of topics: *What the disclosure requirements are (and aren't) *Early results on what companies are disclosing *Guidelines on good disclosure (based on work CERES is publishing shortly, should be ready or close to ready by end of November) *Attorney perspective on disclosures and guidance provided to corporate executives *Analyst perspective on what to look for *Corporate perspective on business value of disclosure *What's missing/what's needed *SEC perspective - results, follow-up === Panelists === Panelists: * [[contributed to::Chris Davis]], Director of Investor Programs, CERES, and environmental attorney. Former partner, Goodwin-Procter. * [[contributed to::Rebecca Henson]], Sustainability Analyst, Calvert * [[contributed to::Adam Kanzer]], Managing Director and General Counsel of Domini Social Investments. Member of SEC Investor Advisory Committee * [[contributed to::David Lodemore]], Senior Vice President of Risk Management at National Grid e-mails: *davis@ceres.org *david.lodemore@us.ngrid.com *rebecca.henson@calvert.com *akanzer@domini.com === Panel Prep Conference Call - Dec 2nd === *Note to panel confirming 12/2 10 - 11 am :*Sent 11/22 am === Promotion and Outreach === Send notes 11/29/10 (no point sending Thanksgiving week?) *Organizations, lists, media: :*Boston BASIC :*Riverbend Advisors web site and blog (do this Thanksgiving week) :*LinkedIn - Personal :*LinkedIn - groups *[[BSAS/Climate Change Disclosure Panel/Individuals|Individuals]] === Potential Panelists and Contacts === *'''Chris Davis''', Director of Investor Programs, CERES, and environmental attorney. Former partner, Goodwin-Procter. :*Formerly environmental law partner (~30 years) Goodwin Procter :*Friend of Bill Schnoor's *'''Adam Kanzer''', Managing Director and General Counsel of Domini Social Investments :*Member of the SEC Investor Advisory Committee :*Also Chief Legal Officer of the Domini Funds *'''David Lodemore''', Senior Vice President of Risk Management at National Grid :*Connected via Chris *'''Rebecca Henson''', Sustainability Analyst, Calvert :*Suggested by [[involved::Paul Hilton]] of Calvert (as he is in Washington) :*Paul connected via Chris *'''SEC Participant'''? :*Still waiting on Jim Segel :*Suggest Rich Ferlato (sp.) to him Other possible panelists, connections: *Adam Kanzer, Managing Director and General Counsel of Domini Social Investments (Chris) :*On SEC Investor Advisory Board :*Located in Washington - would he be able to come to Boston? If interested, can try to work date around his schedule :*He might have other suggestions *Other Companies (Chris, Michael) :*EMC? :*Other CERES members? *Analysts (Michael) :*Paul Hilton, Calvert (Chris to make contact - done) :*Trillium :*Batterymarch (Tom Linkas is connecting me to people working on their offerings for CALPERS/CALSTRS - possible candidates === Research === 9/2/10 - Use EDGAR's full-text search capability *Search for 10-K's since 7/1/10 containing the word "climate" :*9/2 - 128 records *Set number of results to 50 (or 100) *Can then easily copy and paste all results to Notepad++ ::*1st two lines of each entry have name, CIK and SIC code ::*Useful for building tracking, going back to look at filings 9/1/10 - Looking at SEC 10-K filings to see what has changed *Search for recent filings, 10-K's *Open 10-K in browser, search for "climate" *Check each reference for relevance *Copy section (usually MDA) to file (using notepad - decide how to organize these) *Open previous year's 10-K, look for same section. Note differences. *Copy section to file NB - Can also search by latest filings - good for blog research ---- [[Category:BSAS Programs|Climate Change Disclosure Panel]] lrs7qhh8zttvvp945poj8oa8f5twt0s 733 732 2024-05-24T04:54:37Z Michael 1 1 revision imported 732 wikitext text/x-wiki Scheduled date: Tuesday, 12/14 *[http://www.bsas.org/BSAS_Programs_Events/PEC01-01.asp?ID=241 Event Announcement] at BSAS web site :*http://www.bsas.org/BSAS_Programs_Events/PEC01-01.asp?ID=241 (for copy and paste) *[[BSAS/Climate Change Disclosure Panel/Session Notes|Session Notes]] *Follow-up resources :*ISS October Report *CDP *GRI framework *INCR === Description === '''SEC Climate Change Disclosure Requirements''': What you need to know - Legal, Analyst, Corporate and Asset Manager Perspectives SEC requirements for disclosure of material climate change impacts became effective earlier this year upon the publication of clarifying guidance by the agency. With the upcoming flood of annual filings following the end of this calendar year, virtually all public companies will be reporting based on their assessments of how climate change will affect their business, most for the first time. Join our panelists to learn what the disclosure requirements are (and aren't), what good disclosure practices are and what you can learn from companies who practice them, what you can expect to see and what opportunities these new guidelines may offer for analysts and asset managers to shape more informative disclosure going forward. === Topics === [[BSAS Climate Change Disclosure Panel/Session Flow|Session flow]] as developed by panel and as delivered Initial draft of topics: *What the disclosure requirements are (and aren't) *Early results on what companies are disclosing *Guidelines on good disclosure (based on work CERES is publishing shortly, should be ready or close to ready by end of November) *Attorney perspective on disclosures and guidance provided to corporate executives *Analyst perspective on what to look for *Corporate perspective on business value of disclosure *What's missing/what's needed *SEC perspective - results, follow-up === Panelists === Panelists: * [[contributed to::Chris Davis]], Director of Investor Programs, CERES, and environmental attorney. Former partner, Goodwin-Procter. * [[contributed to::Rebecca Henson]], Sustainability Analyst, Calvert * [[contributed to::Adam Kanzer]], Managing Director and General Counsel of Domini Social Investments. Member of SEC Investor Advisory Committee * [[contributed to::David Lodemore]], Senior Vice President of Risk Management at National Grid e-mails: *davis@ceres.org *david.lodemore@us.ngrid.com *rebecca.henson@calvert.com *akanzer@domini.com === Panel Prep Conference Call - Dec 2nd === *Note to panel confirming 12/2 10 - 11 am :*Sent 11/22 am === Promotion and Outreach === Send notes 11/29/10 (no point sending Thanksgiving week?) *Organizations, lists, media: :*Boston BASIC :*Riverbend Advisors web site and blog (do this Thanksgiving week) :*LinkedIn - Personal :*LinkedIn - groups *[[BSAS/Climate Change Disclosure Panel/Individuals|Individuals]] === Potential Panelists and Contacts === *'''Chris Davis''', Director of Investor Programs, CERES, and environmental attorney. Former partner, Goodwin-Procter. :*Formerly environmental law partner (~30 years) Goodwin Procter :*Friend of Bill Schnoor's *'''Adam Kanzer''', Managing Director and General Counsel of Domini Social Investments :*Member of the SEC Investor Advisory Committee :*Also Chief Legal Officer of the Domini Funds *'''David Lodemore''', Senior Vice President of Risk Management at National Grid :*Connected via Chris *'''Rebecca Henson''', Sustainability Analyst, Calvert :*Suggested by [[involved::Paul Hilton]] of Calvert (as he is in Washington) :*Paul connected via Chris *'''SEC Participant'''? :*Still waiting on Jim Segel :*Suggest Rich Ferlato (sp.) to him Other possible panelists, connections: *Adam Kanzer, Managing Director and General Counsel of Domini Social Investments (Chris) :*On SEC Investor Advisory Board :*Located in Washington - would he be able to come to Boston? If interested, can try to work date around his schedule :*He might have other suggestions *Other Companies (Chris, Michael) :*EMC? :*Other CERES members? *Analysts (Michael) :*Paul Hilton, Calvert (Chris to make contact - done) :*Trillium :*Batterymarch (Tom Linkas is connecting me to people working on their offerings for CALPERS/CALSTRS - possible candidates === Research === 9/2/10 - Use EDGAR's full-text search capability *Search for 10-K's since 7/1/10 containing the word "climate" :*9/2 - 128 records *Set number of results to 50 (or 100) *Can then easily copy and paste all results to Notepad++ ::*1st two lines of each entry have name, CIK and SIC code ::*Useful for building tracking, going back to look at filings 9/1/10 - Looking at SEC 10-K filings to see what has changed *Search for recent filings, 10-K's *Open 10-K in browser, search for "climate" *Check each reference for relevance *Copy section (usually MDA) to file (using notepad - decide how to organize these) *Open previous year's 10-K, look for same section. Note differences. *Copy section to file NB - Can also search by latest filings - good for blog research ---- [[Category:BSAS Programs|Climate Change Disclosure Panel]] lrs7qhh8zttvvp945poj8oa8f5twt0s 0 383 734 2010-11-22T21:38:06Z Greis>Michael 0 734 wikitext text/x-wiki Promote the panel to individuals - leverage for networking as appropriate *Reconnecting with people I haven't talked with in a while (and/or need something new to say) *Recent networking contacts :*Jennifer Hill-Desisto, Victoria Arrigoni - Batterymarch (Sent 11/22) :*Tom Linkas, Batterymarch :*Dan Dwight, Tatum :*Hilary Flynn, Meister *Contacts who should specifically be interested 1ec5rux5rggg94exaq5p8uxipywj2ak 735 734 2024-05-24T04:54:37Z Michael 1 1 revision imported 734 wikitext text/x-wiki Promote the panel to individuals - leverage for networking as appropriate *Reconnecting with people I haven't talked with in a while (and/or need something new to say) *Recent networking contacts :*Jennifer Hill-Desisto, Victoria Arrigoni - Batterymarch (Sent 11/22) :*Tom Linkas, Batterymarch :*Dan Dwight, Tatum :*Hilary Flynn, Meister *Contacts who should specifically be interested 1ec5rux5rggg94exaq5p8uxipywj2ak 0 384 736 2011-10-13T16:59:57Z Greis>Michael 0 moved [[BSAS Climate Change Disclosure Panel/Session Flow]] to [[BSAS/Climate Change Disclosure Panel/Session Flow]]:&#32;Correct name. 736 wikitext text/x-wiki (As developed during 2010-12-02 conference call) Thanks for taking the time to talk this morning. I'm enclosing the revised flow for the panel as we developed it during the call. We agreed that we would guide the discussion through the topics in turn, with one person taking the lead to make the initial comments on a topic. The others will respond with any points they want to include. The person with the lead for the following topic will pick a point in the discussion to make the transition and introduce that topic. I'll monitor our progress and put in questions if needed to make transitions. The result should be a interactive conversation with a logical flow that the audience can follow. David, although you couldn't make the call, you were very much part of the discussion. The corporate perspective you bring - what the business risks and opportunities are, why they are important and how National Grid frames them in its disclosures and interactions with investors - is critical to the audience's understanding of what the disclosure requirements mean to them. We all felt strongly that whether or not these requirements fully apply to National Grid (as a 20-F filer) were, if you'll forgive the expression, not material and do not affect what you bring to the panel. I hope that is helpful as Chris mentioned that you were concerned about that. You don't need to fill the role of a "reporting entity". *What the disclosure requirements are (and aren't) (Adam) ::It's not a new rule *What's missing / what's needed - limitations on concept of materiality (Adam) *Frameworks for disclosure (Rebecca) ::INCR, CDP.... *Guidelines on good disclosure (Chris) ::Upcoming report from CERES *Attorney perspective on disclosures and guidance provided to corporate executives (Chris) ::Implications for what analysts then see *Corporate perspective on good disclosure - why it's important to the business (David) ::Risk, business value ::Contrast expectations of US and European investors *Analyst perspective on what to look for in disclosure (Rebecca) *Early results on what companies are disclosing (Rebecca) *Observed disconnect (Adam) ::Companies providing comprehensive disclosure and strategic view frustrated by analysts who never ask questions on it *Seizing the opportunity for analysts and asset managers to influence disclosure going forward (Adam? Rebecca?) Again, the idea is that all can contribute to the discussion on each topic. The role of the "assigned" person is to introduce that topic into the flow of the discussion. ---- qa2y0gi9qzlafc6fgfsdvdkcr8um68e 737 736 2024-05-24T04:54:37Z Michael 1 1 revision imported 736 wikitext text/x-wiki (As developed during 2010-12-02 conference call) Thanks for taking the time to talk this morning. I'm enclosing the revised flow for the panel as we developed it during the call. We agreed that we would guide the discussion through the topics in turn, with one person taking the lead to make the initial comments on a topic. The others will respond with any points they want to include. The person with the lead for the following topic will pick a point in the discussion to make the transition and introduce that topic. I'll monitor our progress and put in questions if needed to make transitions. The result should be a interactive conversation with a logical flow that the audience can follow. David, although you couldn't make the call, you were very much part of the discussion. The corporate perspective you bring - what the business risks and opportunities are, why they are important and how National Grid frames them in its disclosures and interactions with investors - is critical to the audience's understanding of what the disclosure requirements mean to them. We all felt strongly that whether or not these requirements fully apply to National Grid (as a 20-F filer) were, if you'll forgive the expression, not material and do not affect what you bring to the panel. I hope that is helpful as Chris mentioned that you were concerned about that. You don't need to fill the role of a "reporting entity". *What the disclosure requirements are (and aren't) (Adam) ::It's not a new rule *What's missing / what's needed - limitations on concept of materiality (Adam) *Frameworks for disclosure (Rebecca) ::INCR, CDP.... *Guidelines on good disclosure (Chris) ::Upcoming report from CERES *Attorney perspective on disclosures and guidance provided to corporate executives (Chris) ::Implications for what analysts then see *Corporate perspective on good disclosure - why it's important to the business (David) ::Risk, business value ::Contrast expectations of US and European investors *Analyst perspective on what to look for in disclosure (Rebecca) *Early results on what companies are disclosing (Rebecca) *Observed disconnect (Adam) ::Companies providing comprehensive disclosure and strategic view frustrated by analysts who never ask questions on it *Seizing the opportunity for analysts and asset managers to influence disclosure going forward (Adam? Rebecca?) Again, the idea is that all can contribute to the discussion on each topic. The role of the "assigned" person is to introduce that topic into the flow of the discussion. ---- qa2y0gi9qzlafc6fgfsdvdkcr8um68e 0 385 738 2010-12-16T19:58:36Z Greis>Michael 0 Created page with ' *Not new law or a new rule (that would require rule-making proceedings) *Clarification and guidance on existing disclosure requirements *Encourage you to read it *Concept of m…' 738 wikitext text/x-wiki *Not new law or a new rule (that would require rule-making proceedings) *Clarification and guidance on existing disclosure requirements *Encourage you to read it *Concept of materiality *Many people think of it simply as SEC interesting climate change requirements :It's more than that :*'''Jim Budge''', one of the authors - a framework (for thinking about materiality) ::*Could take climate change out and plug something else in *Positive :*Makes clear that doubt about materiality must be resolved in favor of disclosure :*Internal controls and processes should be in place to consider climate ::*A broad data set should be considered and reviewed in making decisions about disclosure ::*Much more will be reviewed than will be disclosed - that's appropriate ::*NB:So there will be more potential information and sources available (though they may choose not to share information) *Negative :*Vague principle-based directions/guidance doesn't produce useful information from companies :*Why? ::*management judgment - will always be resolved in favor of less disclosure ::*Standards are include ::*Issues-focused - broader community interested in external impacts, climate change is long-lived issue. Disclosures are internally-focused and short-term ::*Management knowledge is limited in any case - they don't know everything they should know *Discussion of disclosure frameworks - CDP, GRI *Climate should be integrated - not silo'd under environmental *Should consider risks <u>and</u> opportunities *Need a strategic analysis of climate risk and what it means to the business :*Should try to quantify and monetize impact - this is almost never done *Outlined my survey of recent disclosures *Chris talked about segment based analysis CERES did in late 2009 - oil & gas, electric power, auto, transportation, insurance *Upcoming CERES report - January 2011 *About National Grid :*50/50 US/UK :*50/50 Gas/Electric :*Own about 4,000 MW of generation :*But are primarily a regulated utility *File a 20-F - similar disclosure guidelines *David - came from environmental to risk management job :*Used to saying and disclosing as little as possible (another recovering lawyer) :*Was amazed when he saw the CDP disclosure - have the lawyers seen this? :*THis is isueful information *Strategic view from National Grid ":Utilities will play a vital role in the development of a new energy system :*Proven players and experts ta EE :*Smart Grid :*Smart Meter :*Will pay for it (ratepayers) *Commitment to decarbonize - 80% by 2050 *80% scenarios are bad enough - 10% scenarios are utterly frightening :*If you're doing strategy and managing risk, you'd better be preparing for the 10% scenarios NGRid :*has carbon budgets :*worked carbon budgets into executive compensation - they probably didn't realize it :*uses a shadow price of carbon in strategic & capital planning - 56 pounds sterling :*they have revenue decoupling :*EE is (first?) priority - 3x what now doing *As regulated utility, they consider financial impact and reputational impact Concerns: :*Proliferation of reporting regimes - would like to see standarization *'''Not hearing enough from investors''' :*Especially US; UK much more engaged Adam: *This is not just a regulatory risk *Risk hasn't gone away, even if likely federal legislation has (for now) *If companies don't get questions, insiders who do get it are going to get push back Rebecca - some companies do get it...get valuable insights from them :*Johnson Controls - saw trends about 5 years ago - positioned business for opportunity :*Entergy - sees two strategic threats in poverty and climate change ::*Lost a whole bunch of customers in Katrina Carbon Disclosure Project: *410 of 500 largest companies worldwide respond *350 of S&P 500 *SEC needs investor support and inquiry :*Were supposed to do roundtable - hasn't happened yet ---- ohpe4z9m9ziey6pn45t7ttv4yekb74s 739 738 2024-05-24T04:54:37Z Michael 1 1 revision imported 738 wikitext text/x-wiki *Not new law or a new rule (that would require rule-making proceedings) *Clarification and guidance on existing disclosure requirements *Encourage you to read it *Concept of materiality *Many people think of it simply as SEC interesting climate change requirements :It's more than that :*'''Jim Budge''', one of the authors - a framework (for thinking about materiality) ::*Could take climate change out and plug something else in *Positive :*Makes clear that doubt about materiality must be resolved in favor of disclosure :*Internal controls and processes should be in place to consider climate ::*A broad data set should be considered and reviewed in making decisions about disclosure ::*Much more will be reviewed than will be disclosed - that's appropriate ::*NB:So there will be more potential information and sources available (though they may choose not to share information) *Negative :*Vague principle-based directions/guidance doesn't produce useful information from companies :*Why? ::*management judgment - will always be resolved in favor of less disclosure ::*Standards are include ::*Issues-focused - broader community interested in external impacts, climate change is long-lived issue. Disclosures are internally-focused and short-term ::*Management knowledge is limited in any case - they don't know everything they should know *Discussion of disclosure frameworks - CDP, GRI *Climate should be integrated - not silo'd under environmental *Should consider risks <u>and</u> opportunities *Need a strategic analysis of climate risk and what it means to the business :*Should try to quantify and monetize impact - this is almost never done *Outlined my survey of recent disclosures *Chris talked about segment based analysis CERES did in late 2009 - oil & gas, electric power, auto, transportation, insurance *Upcoming CERES report - January 2011 *About National Grid :*50/50 US/UK :*50/50 Gas/Electric :*Own about 4,000 MW of generation :*But are primarily a regulated utility *File a 20-F - similar disclosure guidelines *David - came from environmental to risk management job :*Used to saying and disclosing as little as possible (another recovering lawyer) :*Was amazed when he saw the CDP disclosure - have the lawyers seen this? :*THis is isueful information *Strategic view from National Grid ":Utilities will play a vital role in the development of a new energy system :*Proven players and experts ta EE :*Smart Grid :*Smart Meter :*Will pay for it (ratepayers) *Commitment to decarbonize - 80% by 2050 *80% scenarios are bad enough - 10% scenarios are utterly frightening :*If you're doing strategy and managing risk, you'd better be preparing for the 10% scenarios NGRid :*has carbon budgets :*worked carbon budgets into executive compensation - they probably didn't realize it :*uses a shadow price of carbon in strategic & capital planning - 56 pounds sterling :*they have revenue decoupling :*EE is (first?) priority - 3x what now doing *As regulated utility, they consider financial impact and reputational impact Concerns: :*Proliferation of reporting regimes - would like to see standarization *'''Not hearing enough from investors''' :*Especially US; UK much more engaged Adam: *This is not just a regulatory risk *Risk hasn't gone away, even if likely federal legislation has (for now) *If companies don't get questions, insiders who do get it are going to get push back Rebecca - some companies do get it...get valuable insights from them :*Johnson Controls - saw trends about 5 years ago - positioned business for opportunity :*Entergy - sees two strategic threats in poverty and climate change ::*Lost a whole bunch of customers in Katrina Carbon Disclosure Project: *410 of 500 largest companies worldwide respond *350 of S&P 500 *SEC needs investor support and inquiry :*Were supposed to do roundtable - hasn't happened yet ---- ohpe4z9m9ziey6pn45t7ttv4yekb74s 0 386 740 2020-12-01T00:19:50Z Greis>Michael 0 740 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|BSAS/Global Equities Program Committee 2015-16}} *Title: '''BSAS Crowdfunding Session''' *Scheduled: '''[[activity date::2015-09-30]]''' *Event Listing: [http://www.bsas.org/store/events/registration.aspx?event=093015&expand=TRUE BSAS web site] History: :*Worked on for [[referenced::BSAS/Global Equities Program Committee 2014-15]]. :*Originally proposed during [[referenced::BSAS/Global Equities Program Committee 2013-14]] program year. == Description == Crowdfunding was created by the 2012 JOBS act through an amendment to the Securities Act that allowed private companies to sell equity in small amounts to non-accredited investors. The intent of the law was to make it easier for startups and small companies to raise modest amounts of capital while allowing many more investors the opportunity to participate in this segment of the capital markets. The market is proving to be even more interesting and potentially revolutionary than might have been expected given its initial boundaries. In 2014, the crowdfunding industry grew to be over $16.2 billion worldwide. Join us as three practitioners explain and explore the development of crowdfunding and its potential implications for a range of industry participants. *[[contributed to::Dave Cappillo]], Partner at Goodwin Procter, will share a brief overview of equity crowdfunding laws and the impact these changes will bring to the private investing landscape. *[[contributed to::Chris Lynch]], a 5-time entrepreneur and Partner at [[contributed to::Accomplice]], will share his provocative thoughts on how crowdfunding is disrupting traditional venture capital, a topic he refers to as “Crowdfunding and the Death of Venture Capital”. *[[contributed to::Jay Greenberg]], CEO of LexShares, will use litigation finance to provide an example of how crowdfunding is also providing individuals access to alternative assets previously unavailable to them. Jay will discuss how litigation finance works, and how online crowdfunding platforms have significantly increased the base of investors for this asset class. Attendees are invited to attend a networking reception after the session hosted by Accomplice and Paul Toomey of [[contributed to::Wells Fargo Advisors]]. == Resources == *[[Sustainability/Finance/JOBS_Act_2012/Crowdfunding|Crowfunding]] wiki page == Christopher Lynch == [http://www.atlasventure.com/team_bio/chris-lynch/ Chris Lynch] is the Founder of FKA (Formerly Known As), the technology half of [http://www.atlasventure.com Atlas Venture]. Atlas Venture had both life science and technology investments and is now operating the two businesses/funds separately. {{color||2015-07-08}} update - The technology fund/business is now '''[http://www.accomplice.co]''' == Reboot in 2016 == We postponed the planned 2015-09-30 session because of low registration. Reboot for 2016. === 2016-01-12 Call === *Event structure :*Consider having Chris and Dave providing the anchor followed by multiple short presentations of platform examples. :*Wider than crowdfunding *Publicity and outreach Crowd funding and intelligence? *Sourcing new ideas for hedge funds *Alexandria - source textual/news information - risk and market intelligence Shana - that's crowds for information; may not go together with alternative sources of funding *PanAgora doing something; *Disruption in funding early stage ventures *After the crisis - alternative sources of funding for early stage companies *Chris providing the landscape and how it is changing (perhaps along with an example in his world) *Followed by several examples :*Angel list - Chris? :*LEXshares :*Peer-to-peer :*Incubators :*What else? == Planning == === Update 2015-07-08 === I met with Cort Johnson and Kate Hanson at Accomplice this morning to plan for the 9/30 Crowdfunding session. By the end of the next week, Cort will collect for me bios for our three planned speakers and a paragraph from each on the portion of the program we've outlined for them. By mid-week the following week (around say 7/22) I'll assemble and edit that information into a form targeted to our audience, then send it to you and George. Our planned speakers are: *[http://angel.co/christopher-lynch Chris Lynch], Enterprise VC at Accomplice *[http://www.goodwinprocter.com/People/C/Cappillo-David.aspx David Cappillo], Partner at Goodwin Procter *[http://www.lexshares.com/pages/about_us Jay Greenberg], CEO and Founder at LexShares This session should appeal to a variety of BSAS constituencies, in both both institutional and private wealth. Can we make a point of specifically reaching out to CAIA, given our relationship there? === Posting to Basecamp 2015-04-27 === I have been in touch with Cort Johnson of Atlas Venture about a possible Crowdfunding session that Chris Lynch would do. [http://www.atlasventure.com/team_bio/chris-lynch/ Chris Lynch] is the Founder of FKA (Formerly Known As), the technology half of Atlas Venture. Atlas Venture had both life science and technology investments and is now operating the two businesses/funds separately. A draft outline for his talk (based on other talks he has given) is below. Another possible element would be an attorney to speak to the current state of crowdfunding regulations (the SEC issued final rules for so-called "Regulation A+", an enhancement to Regulation A that allows companies to raise up to $20 or $50 million with less restrictive requirements (including receiving funds from non-accredited investors). We were discussing the idea of a late afternoon session with a reception afterward that Atlas would host. We were considering either a June session (two possible dates were 6/9 or 6/23); if that doesn't work, we'd like to tee it up now for a September session. Let me know your thoughts. Crowdfunding and the Death of Venture Capital In 2014, the crowdfunding industry grew to be over $16.2 billion worldwide. Today equity crowdfunding platforms are introducing more investors to early stage investing, growing the competition for Venture Capitalists. Join us for a conversation on how crowdfunding is disrupting the financial sector. Chris Lynch, 5-time entrepreneur and Partner at FKA (Formerly Atlas Venture), will share his thoughts on the death of traditional venture capital. We will also hear from crowdfunding pioneers, Angel List, Maiden Lane, LexShares, and Boston Syndicates on the opportunities crowdfunding and online marketplaces offer the financial services industry. === Cort Johnson call - early April === *'''Angel List''' - formed out of Atlas Venture :*Doing a lot of work with crowdfunding in venture *Are going to have a '''data analytics''' event in May :*Working with Silicon Valley Bank :*Could also do focused event for BSAS - on financial services *We are trying to *Legal side would be interesting - FS would be interested *Talking about the platform - and what we're seeing from it *:As an example *Funds created to invest through Angel List :*Maiden Lane "*Boston Syndicate - successful entrepreneurs who invest, allow *How crowdfunding is aff :*Lexshares - litigation finance ::*Allows people to invest in corporate litigation *Show ecosystem '''Follow-up''': *Cort will send session description :*Will include logistics overview *MJG will get possible June dates *MJG will update Basecamp. See also [[BSAS/Crowdfunding|outline]] for original session idea (2014). '''Basecamp posting''': {{color||2015-04-03}} David put me in touch with Tom Lynch (Chris's brother), who works with Chris at Atlas Venture. He (and Chris) are very enthusiastic about putting on a program for us. We discussed options for the program. We're going to focus the session on crowdfunding. We both agreed that trying to focus on big data and crowdfunding was too much for one session. Big data will make an appearance simply because that's a passion of Chris's and it does have a connection. The session will be framed as a case study of how a crowdfunding approach is being used in Venture Capital. The title will be something provocative like "Is Crowdfunding the Death of traditional Venture Capital?". It will include a review of the current status of crowdfunding as envisioned by the 2012 JOBS act that has still not been fully implemented by the SEC. '''Moe''' - can you give me some possible dates for a program in June? We should be able to get this in (assuming we approve it) as it is targeted as a late afternoon session and Atlas is willing to sponsor a reception. We also talked about further sessions we could do. Big data as a disruptive technology is clearly one, but there may be others. There's a definite interest from Atlas in reaching out to and interacting with our audience. I think there's great value for the BSAS and its members in building a connection with the VC world. Events could be built around multiple audiences: *Impact on existing industries of developments in the venture world would be of interest to mainstream institutional/equity professionals *Broadening the venture investing pool would be relevant to a private wealth audience *Topics on venture capital in portfolios and many others would be of interest to the alternatives audience I plan to talk about this with the other committee chairs. ---- i7i8ys49ni8cl9pirl9yos646ug384s 741 740 2024-05-24T04:54:37Z Michael 1 1 revision imported 740 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|BSAS/Global Equities Program Committee 2015-16}} *Title: '''BSAS Crowdfunding Session''' *Scheduled: '''[[activity date::2015-09-30]]''' *Event Listing: [http://www.bsas.org/store/events/registration.aspx?event=093015&expand=TRUE BSAS web site] History: :*Worked on for [[referenced::BSAS/Global Equities Program Committee 2014-15]]. :*Originally proposed during [[referenced::BSAS/Global Equities Program Committee 2013-14]] program year. == Description == Crowdfunding was created by the 2012 JOBS act through an amendment to the Securities Act that allowed private companies to sell equity in small amounts to non-accredited investors. The intent of the law was to make it easier for startups and small companies to raise modest amounts of capital while allowing many more investors the opportunity to participate in this segment of the capital markets. The market is proving to be even more interesting and potentially revolutionary than might have been expected given its initial boundaries. In 2014, the crowdfunding industry grew to be over $16.2 billion worldwide. Join us as three practitioners explain and explore the development of crowdfunding and its potential implications for a range of industry participants. *[[contributed to::Dave Cappillo]], Partner at Goodwin Procter, will share a brief overview of equity crowdfunding laws and the impact these changes will bring to the private investing landscape. *[[contributed to::Chris Lynch]], a 5-time entrepreneur and Partner at [[contributed to::Accomplice]], will share his provocative thoughts on how crowdfunding is disrupting traditional venture capital, a topic he refers to as “Crowdfunding and the Death of Venture Capital”. *[[contributed to::Jay Greenberg]], CEO of LexShares, will use litigation finance to provide an example of how crowdfunding is also providing individuals access to alternative assets previously unavailable to them. Jay will discuss how litigation finance works, and how online crowdfunding platforms have significantly increased the base of investors for this asset class. Attendees are invited to attend a networking reception after the session hosted by Accomplice and Paul Toomey of [[contributed to::Wells Fargo Advisors]]. == Resources == *[[Sustainability/Finance/JOBS_Act_2012/Crowdfunding|Crowfunding]] wiki page == Christopher Lynch == [http://www.atlasventure.com/team_bio/chris-lynch/ Chris Lynch] is the Founder of FKA (Formerly Known As), the technology half of [http://www.atlasventure.com Atlas Venture]. Atlas Venture had both life science and technology investments and is now operating the two businesses/funds separately. {{color||2015-07-08}} update - The technology fund/business is now '''[http://www.accomplice.co]''' == Reboot in 2016 == We postponed the planned 2015-09-30 session because of low registration. Reboot for 2016. === 2016-01-12 Call === *Event structure :*Consider having Chris and Dave providing the anchor followed by multiple short presentations of platform examples. :*Wider than crowdfunding *Publicity and outreach Crowd funding and intelligence? *Sourcing new ideas for hedge funds *Alexandria - source textual/news information - risk and market intelligence Shana - that's crowds for information; may not go together with alternative sources of funding *PanAgora doing something; *Disruption in funding early stage ventures *After the crisis - alternative sources of funding for early stage companies *Chris providing the landscape and how it is changing (perhaps along with an example in his world) *Followed by several examples :*Angel list - Chris? :*LEXshares :*Peer-to-peer :*Incubators :*What else? == Planning == === Update 2015-07-08 === I met with Cort Johnson and Kate Hanson at Accomplice this morning to plan for the 9/30 Crowdfunding session. By the end of the next week, Cort will collect for me bios for our three planned speakers and a paragraph from each on the portion of the program we've outlined for them. By mid-week the following week (around say 7/22) I'll assemble and edit that information into a form targeted to our audience, then send it to you and George. Our planned speakers are: *[http://angel.co/christopher-lynch Chris Lynch], Enterprise VC at Accomplice *[http://www.goodwinprocter.com/People/C/Cappillo-David.aspx David Cappillo], Partner at Goodwin Procter *[http://www.lexshares.com/pages/about_us Jay Greenberg], CEO and Founder at LexShares This session should appeal to a variety of BSAS constituencies, in both both institutional and private wealth. Can we make a point of specifically reaching out to CAIA, given our relationship there? === Posting to Basecamp 2015-04-27 === I have been in touch with Cort Johnson of Atlas Venture about a possible Crowdfunding session that Chris Lynch would do. [http://www.atlasventure.com/team_bio/chris-lynch/ Chris Lynch] is the Founder of FKA (Formerly Known As), the technology half of Atlas Venture. Atlas Venture had both life science and technology investments and is now operating the two businesses/funds separately. A draft outline for his talk (based on other talks he has given) is below. Another possible element would be an attorney to speak to the current state of crowdfunding regulations (the SEC issued final rules for so-called "Regulation A+", an enhancement to Regulation A that allows companies to raise up to $20 or $50 million with less restrictive requirements (including receiving funds from non-accredited investors). We were discussing the idea of a late afternoon session with a reception afterward that Atlas would host. We were considering either a June session (two possible dates were 6/9 or 6/23); if that doesn't work, we'd like to tee it up now for a September session. Let me know your thoughts. Crowdfunding and the Death of Venture Capital In 2014, the crowdfunding industry grew to be over $16.2 billion worldwide. Today equity crowdfunding platforms are introducing more investors to early stage investing, growing the competition for Venture Capitalists. Join us for a conversation on how crowdfunding is disrupting the financial sector. Chris Lynch, 5-time entrepreneur and Partner at FKA (Formerly Atlas Venture), will share his thoughts on the death of traditional venture capital. We will also hear from crowdfunding pioneers, Angel List, Maiden Lane, LexShares, and Boston Syndicates on the opportunities crowdfunding and online marketplaces offer the financial services industry. === Cort Johnson call - early April === *'''Angel List''' - formed out of Atlas Venture :*Doing a lot of work with crowdfunding in venture *Are going to have a '''data analytics''' event in May :*Working with Silicon Valley Bank :*Could also do focused event for BSAS - on financial services *We are trying to *Legal side would be interesting - FS would be interested *Talking about the platform - and what we're seeing from it *:As an example *Funds created to invest through Angel List :*Maiden Lane "*Boston Syndicate - successful entrepreneurs who invest, allow *How crowdfunding is aff :*Lexshares - litigation finance ::*Allows people to invest in corporate litigation *Show ecosystem '''Follow-up''': *Cort will send session description :*Will include logistics overview *MJG will get possible June dates *MJG will update Basecamp. See also [[BSAS/Crowdfunding|outline]] for original session idea (2014). '''Basecamp posting''': {{color||2015-04-03}} David put me in touch with Tom Lynch (Chris's brother), who works with Chris at Atlas Venture. He (and Chris) are very enthusiastic about putting on a program for us. We discussed options for the program. We're going to focus the session on crowdfunding. We both agreed that trying to focus on big data and crowdfunding was too much for one session. Big data will make an appearance simply because that's a passion of Chris's and it does have a connection. The session will be framed as a case study of how a crowdfunding approach is being used in Venture Capital. The title will be something provocative like "Is Crowdfunding the Death of traditional Venture Capital?". It will include a review of the current status of crowdfunding as envisioned by the 2012 JOBS act that has still not been fully implemented by the SEC. '''Moe''' - can you give me some possible dates for a program in June? We should be able to get this in (assuming we approve it) as it is targeted as a late afternoon session and Atlas is willing to sponsor a reception. We also talked about further sessions we could do. Big data as a disruptive technology is clearly one, but there may be others. There's a definite interest from Atlas in reaching out to and interacting with our audience. I think there's great value for the BSAS and its members in building a connection with the VC world. Events could be built around multiple audiences: *Impact on existing industries of developments in the venture world would be of interest to mainstream institutional/equity professionals *Broadening the venture investing pool would be relevant to a private wealth audience *Topics on venture capital in portfolios and many others would be of interest to the alternatives audience I plan to talk about this with the other committee chairs. ---- i7i8ys49ni8cl9pirl9yos646ug384s 0 387 742 2020-12-01T00:09:53Z Greis>Michael 0 742 wikitext text/x-wiki A [[entity of::BSAS]] [[Activity type::seminar]]. *[http://www.riverbendadvisors.com/blog/event/bsas-integrating-esg/ New Measures of Risk and Return]: Why Investors are Integrating Environmental, Social and Governance (ESG) Factors into the Investment Process :*Held [[activity date::2011-09-27]] :*[http://www.riverbendadvisors.com/blog/2011/10/beyond-a-niche-bsas-session-on-esg-integration/ Session summary] from RBA Blog :*Developed with Noel Friedman Spring 2011 :*Panelists ::*[[contributed to::Noel Friedman]], [[contributed to::MSCI]] ::*[[contributed to::Michael Cantara]], [[contributed to::MFS Investment Management]] === Prep notes === Noel :*Drivers of integration :*Demand :*Best practices :*Turn it to Mike as user Mike :*Comments about drivers - what we're seeing in geography +/- :*Approach that they've taken about integrating ESG into investment process :*Signed PRI, internal work, committees, finding research providers, training for researchers and analysts, proxy voting :*Examples of specific securities - mildly positive to removing negatives :*His focus - they're committed - how do they get it done, what is the impact on financials? ::*Nothing trumps our fiduciary responsibility to investors ::*But are seeing - Australia, in particular, and of course Europe; risk managers digging in. :*Mention published research - RCM? :*Big part of his focus will be on how people are using this :*PRI and UNEPFI - :*Things to highlight, questions for deeper dive? ::*People starting to see it in RFP's ::*Integrating ESG is about risk, not just screening ::*Real opportunities for differentiation - being ahead of the curve ---- [[Category:BSAS Programs|ESG Integration, September 2011]] [[Category:Events]] n6fafg728rslua94ugmc3g5kxz4l533 743 742 2024-05-24T04:54:37Z Michael 1 1 revision imported 742 wikitext text/x-wiki A [[entity of::BSAS]] [[Activity type::seminar]]. *[http://www.riverbendadvisors.com/blog/event/bsas-integrating-esg/ New Measures of Risk and Return]: Why Investors are Integrating Environmental, Social and Governance (ESG) Factors into the Investment Process :*Held [[activity date::2011-09-27]] :*[http://www.riverbendadvisors.com/blog/2011/10/beyond-a-niche-bsas-session-on-esg-integration/ Session summary] from RBA Blog :*Developed with Noel Friedman Spring 2011 :*Panelists ::*[[contributed to::Noel Friedman]], [[contributed to::MSCI]] ::*[[contributed to::Michael Cantara]], [[contributed to::MFS Investment Management]] === Prep notes === Noel :*Drivers of integration :*Demand :*Best practices :*Turn it to Mike as user Mike :*Comments about drivers - what we're seeing in geography +/- :*Approach that they've taken about integrating ESG into investment process :*Signed PRI, internal work, committees, finding research providers, training for researchers and analysts, proxy voting :*Examples of specific securities - mildly positive to removing negatives :*His focus - they're committed - how do they get it done, what is the impact on financials? ::*Nothing trumps our fiduciary responsibility to investors ::*But are seeing - Australia, in particular, and of course Europe; risk managers digging in. :*Mention published research - RCM? :*Big part of his focus will be on how people are using this :*PRI and UNEPFI - :*Things to highlight, questions for deeper dive? ::*People starting to see it in RFP's ::*Integrating ESG is about risk, not just screening ::*Real opportunities for differentiation - being ahead of the curve ---- [[Category:BSAS Programs|ESG Integration, September 2011]] [[Category:Events]] n6fafg728rslua94ugmc3g5kxz4l533 0 388 744 2010-10-22T13:14:50Z Greis>Michael 0 Created page with ' 2010-11: *'''August 2010 - ''': Michael Goo working on getting us on Markey's schedule Original: Get Ed Markey for lunch on iCAP and climate change in early spring. *[[Sust…' 744 wikitext text/x-wiki 2010-11: *'''August 2010 - ''': Michael Goo working on getting us on Markey's schedule Original: Get Ed Markey for lunch on iCAP and climate change in early spring. *[[Sustainability/Legislation|Contact Information]] on legislative page *Mark Gallagher, Disrict Director :*LPM 10/24 (2008? 2009?) ---- gb098syzb5j8qbuaoscwpuf7jlts450 745 744 2024-05-24T04:54:37Z Michael 1 1 revision imported 744 wikitext text/x-wiki 2010-11: *'''August 2010 - ''': Michael Goo working on getting us on Markey's schedule Original: Get Ed Markey for lunch on iCAP and climate change in early spring. *[[Sustainability/Legislation|Contact Information]] on legislative page *Mark Gallagher, Disrict Director :*LPM 10/24 (2008? 2009?) ---- gb098syzb5j8qbuaoscwpuf7jlts450 0 389 746 2012-10-19T15:00:43Z Greis>Michael 0 746 wikitext text/x-wiki *[http://www.riverbendadvisors.com/blog/2012/04/electrification-of-transportation-a-disruptive-event/ BSAS Panel listing] *[http://www.riverbendadvisors.com/blog/2012/04/electrification-of-transportation-a-disruptive-event/ RBA blog announcement] === Panel notes === *A Better Place Business Model *Observations on China ---- [[Category:BSAS Programs|Electrification of Transportation, April 2012]] pv9uw1jlumh4v7xj1ba169mlhh94wp1 747 746 2024-05-24T04:54:37Z Michael 1 1 revision imported 746 wikitext text/x-wiki *[http://www.riverbendadvisors.com/blog/2012/04/electrification-of-transportation-a-disruptive-event/ BSAS Panel listing] *[http://www.riverbendadvisors.com/blog/2012/04/electrification-of-transportation-a-disruptive-event/ RBA blog announcement] === Panel notes === *A Better Place Business Model *Observations on China ---- [[Category:BSAS Programs|Electrification of Transportation, April 2012]] pv9uw1jlumh4v7xj1ba169mlhh94wp1 0 390 748 2020-05-26T20:27:45Z Greis>Michael 0 748 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. [[project status::completed| ]] [[shortname::{{SUBPAGENAME}}| ]] Participating in the program as an alliance leader building a collaboration with Metco. 2018-11 - Wrap-up *Engaged Millie Arbaje-Thomas, Executive Director of METCO, when she came to Needham for premiere of Natalie's Metco documentary :*Had not been able to engage Metco, Inc. during the search for and transition to a new Executive Director :*Was fairly new in her position when we talked in Needham :*Was very interested in the FinLit idea - she talked about wanting to create a Metco Inc. "university' - educational offerings for families :*Followed-up, but no response. She had a lot on her plate. :*Talked with Dan several times; reluctant to push it through him. *Concluded there was not enough interest from Metco Inc. to pursue further. {{OpenSection|Create new program}} <inputbox> type=create default={{PAGENAME}}/ preload=SeminarBlankTemplate buttonlabel=Create new program record </inputbox> {{CloseHidden}} {{ProjectParentPage}} atbolfheb819feqac3rqka5bdx8apei 749 748 2024-05-24T04:54:37Z Michael 1 1 revision imported 748 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. [[project status::completed| ]] [[shortname::{{SUBPAGENAME}}| ]] Participating in the program as an alliance leader building a collaboration with Metco. 2018-11 - Wrap-up *Engaged Millie Arbaje-Thomas, Executive Director of METCO, when she came to Needham for premiere of Natalie's Metco documentary :*Had not been able to engage Metco, Inc. during the search for and transition to a new Executive Director :*Was fairly new in her position when we talked in Needham :*Was very interested in the FinLit idea - she talked about wanting to create a Metco Inc. "university' - educational offerings for families :*Followed-up, but no response. She had a lot on her plate. :*Talked with Dan several times; reluctant to push it through him. *Concluded there was not enough interest from Metco Inc. to pursue further. {{OpenSection|Create new program}} <inputbox> type=create default={{PAGENAME}}/ preload=SeminarBlankTemplate buttonlabel=Create new program record </inputbox> {{CloseHidden}} {{ProjectParentPage}} atbolfheb819feqac3rqka5bdx8apei 0 391 750 2017-09-15T14:25:04Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{Pr..." 750 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|conversation|}} Call with Alice, Will & George on METCO follow-up. '''Agenda''' *Will or Alice to 2017-10-07 Metco parents meeting :*First of year :*Students often attend '''Notes''' *My 9/8 meeting with Joanne & Cheryl *Will arrive late to kickoff Reviewed opportunities for collaboration: *Metco Parents Associations - focus for us *Metco Directors Association - keeping open with Joanne :*Yearly student events (2 summer forums - 1 HS, 1 MS) :*Outreach to/in other communities *Metco Inc. - longer term (if at all) :*Leadership transition Stressed importance of institutionalizing collaboration in conversations with Metco *Low-friction organization to facilitate multiple events '''Communities''' *Caribbean & Vietamese *Cultural aspect of finance and financial literacy *Initally - :*Engage a CFAB volunteer from those communities :*look at material; offer suggestions/perspectives on community :*Present/Participate in sessions in the community (present and/or :*CFAB Diversity *They get it :*Alice - worked well when had a veteran for presentations to veterans groups in first two years of program *George - solicit interest through newsletter '''Parents and Students''' *Engage them together - often doesn't happen in any community '''Follow-up''': *{{hct|2017-10-07 Parent Association meeting}} - :*Present FinLit, solicit interest in running programs this year :*Important to have leadership present ::*Will has a wedding; Alice taking care of grandchild; Columbus Day weekend ::*They will create ordered list of alliance leaders to ask ::*'''Mike Dunn''' :*We'll regroup at the kickoff to confirm a volunteer; if no volunteer, decide whether to go ahead (assuming I can make it) 7rvuwom12ytma06bcs3lz8iyoz6u2ym 751 750 2024-05-24T04:54:37Z Michael 1 1 revision imported 750 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|conversation|}} Call with Alice, Will & George on METCO follow-up. '''Agenda''' *Will or Alice to 2017-10-07 Metco parents meeting :*First of year :*Students often attend '''Notes''' *My 9/8 meeting with Joanne & Cheryl *Will arrive late to kickoff Reviewed opportunities for collaboration: *Metco Parents Associations - focus for us *Metco Directors Association - keeping open with Joanne :*Yearly student events (2 summer forums - 1 HS, 1 MS) :*Outreach to/in other communities *Metco Inc. - longer term (if at all) :*Leadership transition Stressed importance of institutionalizing collaboration in conversations with Metco *Low-friction organization to facilitate multiple events '''Communities''' *Caribbean & Vietamese *Cultural aspect of finance and financial literacy *Initally - :*Engage a CFAB volunteer from those communities :*look at material; offer suggestions/perspectives on community :*Present/Participate in sessions in the community (present and/or :*CFAB Diversity *They get it :*Alice - worked well when had a veteran for presentations to veterans groups in first two years of program *George - solicit interest through newsletter '''Parents and Students''' *Engage them together - often doesn't happen in any community '''Follow-up''': *{{hct|2017-10-07 Parent Association meeting}} - :*Present FinLit, solicit interest in running programs this year :*Important to have leadership present ::*Will has a wedding; Alice taking care of grandchild; Columbus Day weekend ::*They will create ordered list of alliance leaders to ask ::*'''Mike Dunn''' :*We'll regroup at the kickoff to confirm a volunteer; if no volunteer, decide whether to go ahead (assuming I can make it) 7rvuwom12ytma06bcs3lz8iyoz6u2ym 0 392 752 2017-11-02T15:20:13Z Greis>Michael 0 752 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} Present the FinLit program to the 2017-11-04 meeting of the Metco Parents Association. :*MJG & Will Krause will participate Purpose is to generate interest in having FinLit programs for PTCs from more Metco communities *Cheryl Antoine will follow up to encourage participation after the meeting *We will respond to any interest generated at the meeting == Status == *When: {{hct|Saturday, 11/4}} at {{hct|9:00 am}} *Where: Grove Hall Library 41 Geneva Ave, Dorchester, MA 02121 == Presentation Overview == Planning 15-20 minutes to: *explain why and how we've set up this financial literacy program, *overview the topics we can cover *make the offer to replicate and grow what we did with the Needham parents across the Metco community parent groups *introduce the ways a successful initial program could develop (integrating community identity (e.g. Caribbean, Vietnamese); customized sessions for parents & students together; building host community connections; Metco Academy (is that the right name for the yearly conferences?)) Will Krause (one of the co-chairs of the program) and I will jointly present. Confirming a projector is available... *Use frame and selected slides from program overview? *Add: :*List of topics :*Proposed rollout :*Future customizations :*Web site == Notes == Rescheduled from 2017-10-07 *Cheryl wanted to get a bigger room *Ariel Babcock was to join me on 10/7. :*Provide perspective of alliance leader, additional presence :She can't attend 11/4 s6ecxsl0999065t33aelql9cizo98xx 753 752 2024-05-24T04:54:37Z Michael 1 1 revision imported 752 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} Present the FinLit program to the 2017-11-04 meeting of the Metco Parents Association. :*MJG & Will Krause will participate Purpose is to generate interest in having FinLit programs for PTCs from more Metco communities *Cheryl Antoine will follow up to encourage participation after the meeting *We will respond to any interest generated at the meeting == Status == *When: {{hct|Saturday, 11/4}} at {{hct|9:00 am}} *Where: Grove Hall Library 41 Geneva Ave, Dorchester, MA 02121 == Presentation Overview == Planning 15-20 minutes to: *explain why and how we've set up this financial literacy program, *overview the topics we can cover *make the offer to replicate and grow what we did with the Needham parents across the Metco community parent groups *introduce the ways a successful initial program could develop (integrating community identity (e.g. Caribbean, Vietnamese); customized sessions for parents & students together; building host community connections; Metco Academy (is that the right name for the yearly conferences?)) Will Krause (one of the co-chairs of the program) and I will jointly present. Confirming a projector is available... *Use frame and selected slides from program overview? *Add: :*List of topics :*Proposed rollout :*Future customizations :*Web site == Notes == Rescheduled from 2017-10-07 *Cheryl wanted to get a bigger room *Ariel Babcock was to join me on 10/7. :*Provide perspective of alliance leader, additional presence :She can't attend 11/4 s6ecxsl0999065t33aelql9cizo98xx 0 393 754 2017-09-29T17:14:24Z Greis>Michael 0 754 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} *Co-Chair Alice Avanian, CFA: aliceavanian@gmail.com *Co-Chair Will Krause, CFA: will.krause@gmail.com *Invest In Girls Alliance Leader Ariel Fromer Babcock, CFA: babcock.ariel@gmail.com *Young Nonprofit Professionals Network Alliance Leader Firoza Panthaki, CFA: firozapanthaki@yahoo.com *Library Relationships Alliance Leader Jerry Holly: jerryholly88@gmail.com *City Mission of Boston Alliance Leader Johnny Yong, CFA: johnny.yong@gmail.com *METCO Parents Council Alliance Leader Michael Greis, CFA: mjg@riverbendavdisors.com *Boston Private Industry Council (PIC) Alliance Leader Mike Dunn, CFA: mik27183@gmail.com *Resource Research Group Alliance Leader Rob Kania, CFA: Robert.f.kania@gmail.com *Massachusetts Correctional Facilities Alliance Leader Sean Fullerton, CFA: seanfullerton1@gmail.com *New Sector Alliance Alliance Leader Stephanie Torski, CFA: stephani@torski.com *Year Up Alliance Leader Steve Gaudette, CFA: gaudettes@yahoo.com *Staff Liaison George Dudley: gdudley@cfaboston.org 6j2i9ke1qn6cjyt0ljh872cdzbmrmrn 755 754 2024-05-24T04:54:37Z Michael 1 1 revision imported 754 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} *Co-Chair Alice Avanian, CFA: aliceavanian@gmail.com *Co-Chair Will Krause, CFA: will.krause@gmail.com *Invest In Girls Alliance Leader Ariel Fromer Babcock, CFA: babcock.ariel@gmail.com *Young Nonprofit Professionals Network Alliance Leader Firoza Panthaki, CFA: firozapanthaki@yahoo.com *Library Relationships Alliance Leader Jerry Holly: jerryholly88@gmail.com *City Mission of Boston Alliance Leader Johnny Yong, CFA: johnny.yong@gmail.com *METCO Parents Council Alliance Leader Michael Greis, CFA: mjg@riverbendavdisors.com *Boston Private Industry Council (PIC) Alliance Leader Mike Dunn, CFA: mik27183@gmail.com *Resource Research Group Alliance Leader Rob Kania, CFA: Robert.f.kania@gmail.com *Massachusetts Correctional Facilities Alliance Leader Sean Fullerton, CFA: seanfullerton1@gmail.com *New Sector Alliance Alliance Leader Stephanie Torski, CFA: stephani@torski.com *Year Up Alliance Leader Steve Gaudette, CFA: gaudettes@yahoo.com *Staff Liaison George Dudley: gdudley@cfaboston.org 6j2i9ke1qn6cjyt0ljh872cdzbmrmrn 0 394 756 2019-03-20T14:01:59Z Greis>Michael 0 756 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} Had 4-5 volunteers at the FinLit kickoff in September, 2017. *Paul Shifflet - pshifflet@eatonvance.com *Matthew Brady - matthew.brady@fcltglobal.org *Alexandra Anastos - alexandra.anastos@db.com :*Graduated from Concord HS; one of best friends was Metco student *Daniel Shipman - dshipman@bostonprivate.com :*Participates in Big Brother; his "little brother" lives in Boston and is Metco student in Newton <u>'''To-Do'''</u>: *Send an update to the Metco FinLit volunteers *Track down the one or two others who didn't provide information at the kickoff :*Alternately, wait and have George send out a call once we have more news to announce fgvyek260qc2wyxqr53lyuf8va29b3l 757 756 2024-05-24T04:54:37Z Michael 1 1 revision imported 756 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} Had 4-5 volunteers at the FinLit kickoff in September, 2017. *Paul Shifflet - pshifflet@eatonvance.com *Matthew Brady - matthew.brady@fcltglobal.org *Alexandra Anastos - alexandra.anastos@db.com :*Graduated from Concord HS; one of best friends was Metco student *Daniel Shipman - dshipman@bostonprivate.com :*Participates in Big Brother; his "little brother" lives in Boston and is Metco student in Newton <u>'''To-Do'''</u>: *Send an update to the Metco FinLit volunteers *Track down the one or two others who didn't provide information at the kickoff :*Alternately, wait and have George send out a call once we have more news to announce fgvyek260qc2wyxqr53lyuf8va29b3l 0 395 758 2015-09-16T21:45:30Z Greis>Michael 0 758 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. Status - '''[[project status::completed]]''' *Combines three subcommittees from 2010-11: :*Equity :*International :*SRI *Larry Grosbaum, Chair 2011-12 Members: :*Michelle Chan, CFA, The Boston Company Asset Management :*Edward Ciancarelli, CFA, Eaton Vance :*Brian Davies, CFA, Ironwood Investment Management :*[[is a member of::Noel Friedman]], CFA, MSCI :*Eric Golden, CFA, Fidelity Investments :*[[is a member of::Michael Greis]], Riverbend Advisors :*[[is a member of::Laurence Grosbaum]], CFA-- CHAIR, Twin Focus Capital Partners :*Marilyn Mendel Han, Boston Wharf Investment :*[[is a member of::David Henry]], CFA, DKH Investments :*'''[[is a member of::Elizabeth Levy]]''', CFA, Winslow Management :*[[is a member of::Hayes Miller]], CFA, Baring Asset Management :*Maulik Nagri, CFA, Varian Semiconductor :*Jason O'Connell, CFA, Boston Private Bank :*'''Mitali Prasad''', CFA, Washington Capital Management :*'''[[is a member of::Jose Luis Rojas]]''', CFA, Massachusetts Growth Capital Corp :*'''[[is a member of::George Stathis]]''', CFA, Citigroup :*Matthew Turcotte, CFA, Kaspick & Company ::Members in '''bold''' are those who were part of or interested in SRI/ESG sub-committee *Mission :*The Global Equities subcommittee's focus is on International, Socially Responsible Investing and Value Investing. == September kickoff meeting == ---- == November Conference Call == Participating: :*Ed Chiancarelli :*Dave Henry :*Michael Greis :*Lauren (BSAS) :*Hayes Miller :*David? Turcotte :*Larry Grossbaum *Topics listed in Larry's 11/15 note :*Bull/Bear on Gold will be scheduled by real assets group :*Europe - politics plays such a large role, volatile and changeable ::*Booking three months in advance - what will the lay of the land be? :*Dave Henry - does investor dinners; Barclay's Capital has approached him to do one together. ::*Discussing topics - Barclays has several European hedge fund managers available, could dovetail ::*Will know in a few weeks :*Canada - Dave met someone who has a good relationship with Bob. ::*Larry has reached out to him; says he's interested; contacting him is difficult. ::*He's raising money for his hedge fund - so that takes priority :*Impact - leaving it with Emily (interested, but changed companies) :*Intangible capital discussion.... :*Faber *Lauren - can squeeze in for a hot opportunity; have done something in as little as three weeks *Reviewed our Electrification of Transportation program plans *Asked about Asia :*Value Chain *Brazil? Latin America? ---- kw6lxj4o8k4sp8r89fbcrrzl8ipuqlo 759 758 2024-05-24T04:54:37Z Michael 1 1 revision imported 758 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. Status - '''[[project status::completed]]''' *Combines three subcommittees from 2010-11: :*Equity :*International :*SRI *Larry Grosbaum, Chair 2011-12 Members: :*Michelle Chan, CFA, The Boston Company Asset Management :*Edward Ciancarelli, CFA, Eaton Vance :*Brian Davies, CFA, Ironwood Investment Management :*[[is a member of::Noel Friedman]], CFA, MSCI :*Eric Golden, CFA, Fidelity Investments :*[[is a member of::Michael Greis]], Riverbend Advisors :*[[is a member of::Laurence Grosbaum]], CFA-- CHAIR, Twin Focus Capital Partners :*Marilyn Mendel Han, Boston Wharf Investment :*[[is a member of::David Henry]], CFA, DKH Investments :*'''[[is a member of::Elizabeth Levy]]''', CFA, Winslow Management :*[[is a member of::Hayes Miller]], CFA, Baring Asset Management :*Maulik Nagri, CFA, Varian Semiconductor :*Jason O'Connell, CFA, Boston Private Bank :*'''Mitali Prasad''', CFA, Washington Capital Management :*'''[[is a member of::Jose Luis Rojas]]''', CFA, Massachusetts Growth Capital Corp :*'''[[is a member of::George Stathis]]''', CFA, Citigroup :*Matthew Turcotte, CFA, Kaspick & Company ::Members in '''bold''' are those who were part of or interested in SRI/ESG sub-committee *Mission :*The Global Equities subcommittee's focus is on International, Socially Responsible Investing and Value Investing. == September kickoff meeting == ---- == November Conference Call == Participating: :*Ed Chiancarelli :*Dave Henry :*Michael Greis :*Lauren (BSAS) :*Hayes Miller :*David? Turcotte :*Larry Grossbaum *Topics listed in Larry's 11/15 note :*Bull/Bear on Gold will be scheduled by real assets group :*Europe - politics plays such a large role, volatile and changeable ::*Booking three months in advance - what will the lay of the land be? :*Dave Henry - does investor dinners; Barclay's Capital has approached him to do one together. ::*Discussing topics - Barclays has several European hedge fund managers available, could dovetail ::*Will know in a few weeks :*Canada - Dave met someone who has a good relationship with Bob. ::*Larry has reached out to him; says he's interested; contacting him is difficult. ::*He's raising money for his hedge fund - so that takes priority :*Impact - leaving it with Emily (interested, but changed companies) :*Intangible capital discussion.... :*Faber *Lauren - can squeeze in for a hot opportunity; have done something in as little as three weeks *Reviewed our Electrification of Transportation program plans *Asked about Asia :*Value Chain *Brazil? Latin America? ---- kw6lxj4o8k4sp8r89fbcrrzl8ipuqlo 0 396 760 2015-09-16T21:45:57Z Greis>Michael 0 760 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. Status - '''[[project status::completed]]''' == Programs == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} == Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content rows --> {{ContactTableEntry|Damon Barglow}} {{ContactTableEntry|Geri Carroll}} {{ContactTableEntry|Edward Ciancarelli}} {{ContactTableEntry|Brian Davies}} {{ContactTableEntry|Noel Friedman}} {{ContactTableEntry|Ariel Fromer}} {{ContactTableEntry|Stanley Fung}} {{ContactTableEntry|Michael Greis}} {{ContactTableEntry|Sridhar Gudluru}} {{ContactTableEntry|David Henry}} {{ContactTableEntry|David MacDougall}} {{ContactTableEntry|George Patterson}} {{ContactTableEntry|Natali Prasad}} {{ContactTableEntry|Nate Riley}} {{ContactTableEntry|Jose Luis Rojas}} {{ContactTableEntry|George Stathis}} {{ContactTableEntry|Shana Sissel}} {{ContactTableEntry|Judith Warners}} <!-- End of table --> |} == Committee 2012-13 (old form) == *Remove this once the new form is validated and the contact information has been included on other pages (or is otherwise no longer needed). {| class="mw-collapsible mw-collapsed wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content row --> |-align="left" |Damon C. Barglow, CFA |Rockland Trust |align="center"|(857) 342-0919 |[mailto:dcbtdk1@rcn.com dcbtdk1@rcn.com] <!-- Content row --> |-align="left" |Geri D. Carroll, CFA |Mercer |align="center"| |[mailto:carrollgeri@yahoo.com carrollgeri@yahoo.com] <!-- Content row --> |-align="left" |Mr. Edward A. Ciancarelli, CFA |Eaton Vance |align="center"|(617) 672-8229 |[mailto:eciancarelli@eatonvance.com eciancarelli@eatonvance.com] <!-- Content row --> |-align="left" |Mr. Brian G. Davies, CFA |Ironwood Capital Management |align="center"|(617) 757-7629 |[mailto:bdavies@ironwoodfunds.com bdavies@ironwoodfunds.com] <!-- Content row --> |-align="left" |Noel Friedman, CFA |{{#show: Noel Friedman | ?works for}} |align="center"|{{#show: Noel Friedman | ?Contact work phone}} |{{#show: Noel Friedman | ?contact email}} <!-- Content row --> |-align="left" |Ariel B. Fromer, CFA |American Independence Financial Services LLC |align="center"|(617) 342-7182 |[mailto:ariel.fromer@gmail.com ariel.fromer@gmail.com] <!-- Content row --> |-align="left" |Mr. Stanley L. Fung |FarSight Ventures |align="center"|978) 662-5361 |[mailto:sfung@farsightventures.com sfung@farsightventures.com] <!-- Content row --> |-align="left" |Michael Greis (co-chair) |Riverbend Advisors |align="center"|(781) 559-4623 |[mailto:mgreis@comcast.net mgreis@comcast.net] <!-- Content row --> |-align="left" |Sridhar Gudluru, CFA |Eagle Investment Systems |align="center"| |[mailto:sridhargu@yahoo.com sridhargu@yahoo.com] <!-- Content row --> |-align="left" |Mr. David L. Henry, CFA |DKH Investments |align="center"|(617) 470-4041 |[mailto:dave@DKHinvest.com dave@DKHinvest.com] <!-- Content row --> |-align="left" |Mr. David R. MacDougall, CFA |Crestwood Advisors |align="center"|(617) 226-0045 |[mailto:dmacdougall@crestwoodadvisors.com dmacdougall@crestwoodadvisors.com] <!-- Content row --> |-align="left" |Shana Sissel (Orczyk), CAIA (co-chair) |{{#show: Shana Sissel | ?works for}} |align="center"|{{#show: Shana Sissel | ?contact work phone}} |{{#show: Shana Sissel | ?contact email}} <!-- Content row --> |-align="left" |George N. Patterson, Jr., CFA | |align="center"| |[mailto:george.patterson@mac.com george.patterson@mac.com] <!-- Content row --> |-align="left" |Ms. Mitali Prasad, CFA |Washington Capital Management |align="center"|(617) 957-7835 |[mailto:mitali.prasad@wcmadvisors.com mitali.prasad@wcmadvisors.com] <!-- Content row --> |-align="left" |Nate Riley, CFA |{{#show: Nate Riley | ?works for}} |align="center"|{{#show: Nate Riley | ?contact work phone}} |{{#show: Nate Riley | ?contact email}} <!-- Content row --> |-align="left" |Mr. Jose Luis Rojas Villarreal, CFA |Massachusetts Growth Capital Corporation |align="center"|(617) 337-2815 |[mailto:jrojas@massgcc.com jrojas@massgcc.com] <!-- Content row --> |-align="left" |Mr. George John Stathis, CFA |Citigroup Global Markets |align="center"|(617) 823-9207 |[mailto:georgejstathis@gmail.com georgejstathis@gmail.com] <!-- Content row --> |-align="left" |Ms. Judith A. Warners | |align="center"| |[mailto:judithwarners@comcast.net judithwarners@comcast.net] <!-- End of table --> |} ---- p54q3mc3jhls5j4w5e3a1z2woavrnaw 761 760 2024-05-24T04:54:37Z Michael 1 1 revision imported 760 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. Status - '''[[project status::completed]]''' == Programs == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} == Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content rows --> {{ContactTableEntry|Damon Barglow}} {{ContactTableEntry|Geri Carroll}} {{ContactTableEntry|Edward Ciancarelli}} {{ContactTableEntry|Brian Davies}} {{ContactTableEntry|Noel Friedman}} {{ContactTableEntry|Ariel Fromer}} {{ContactTableEntry|Stanley Fung}} {{ContactTableEntry|Michael Greis}} {{ContactTableEntry|Sridhar Gudluru}} {{ContactTableEntry|David Henry}} {{ContactTableEntry|David MacDougall}} {{ContactTableEntry|George Patterson}} {{ContactTableEntry|Natali Prasad}} {{ContactTableEntry|Nate Riley}} {{ContactTableEntry|Jose Luis Rojas}} {{ContactTableEntry|George Stathis}} {{ContactTableEntry|Shana Sissel}} {{ContactTableEntry|Judith Warners}} <!-- End of table --> |} == Committee 2012-13 (old form) == *Remove this once the new form is validated and the contact information has been included on other pages (or is otherwise no longer needed). {| class="mw-collapsible mw-collapsed wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content row --> |-align="left" |Damon C. Barglow, CFA |Rockland Trust |align="center"|(857) 342-0919 |[mailto:dcbtdk1@rcn.com dcbtdk1@rcn.com] <!-- Content row --> |-align="left" |Geri D. Carroll, CFA |Mercer |align="center"| |[mailto:carrollgeri@yahoo.com carrollgeri@yahoo.com] <!-- Content row --> |-align="left" |Mr. Edward A. Ciancarelli, CFA |Eaton Vance |align="center"|(617) 672-8229 |[mailto:eciancarelli@eatonvance.com eciancarelli@eatonvance.com] <!-- Content row --> |-align="left" |Mr. Brian G. Davies, CFA |Ironwood Capital Management |align="center"|(617) 757-7629 |[mailto:bdavies@ironwoodfunds.com bdavies@ironwoodfunds.com] <!-- Content row --> |-align="left" |Noel Friedman, CFA |{{#show: Noel Friedman | ?works for}} |align="center"|{{#show: Noel Friedman | ?Contact work phone}} |{{#show: Noel Friedman | ?contact email}} <!-- Content row --> |-align="left" |Ariel B. Fromer, CFA |American Independence Financial Services LLC |align="center"|(617) 342-7182 |[mailto:ariel.fromer@gmail.com ariel.fromer@gmail.com] <!-- Content row --> |-align="left" |Mr. Stanley L. Fung |FarSight Ventures |align="center"|978) 662-5361 |[mailto:sfung@farsightventures.com sfung@farsightventures.com] <!-- Content row --> |-align="left" |Michael Greis (co-chair) |Riverbend Advisors |align="center"|(781) 559-4623 |[mailto:mgreis@comcast.net mgreis@comcast.net] <!-- Content row --> |-align="left" |Sridhar Gudluru, CFA |Eagle Investment Systems |align="center"| |[mailto:sridhargu@yahoo.com sridhargu@yahoo.com] <!-- Content row --> |-align="left" |Mr. David L. Henry, CFA |DKH Investments |align="center"|(617) 470-4041 |[mailto:dave@DKHinvest.com dave@DKHinvest.com] <!-- Content row --> |-align="left" |Mr. David R. MacDougall, CFA |Crestwood Advisors |align="center"|(617) 226-0045 |[mailto:dmacdougall@crestwoodadvisors.com dmacdougall@crestwoodadvisors.com] <!-- Content row --> |-align="left" |Shana Sissel (Orczyk), CAIA (co-chair) |{{#show: Shana Sissel | ?works for}} |align="center"|{{#show: Shana Sissel | ?contact work phone}} |{{#show: Shana Sissel | ?contact email}} <!-- Content row --> |-align="left" |George N. Patterson, Jr., CFA | |align="center"| |[mailto:george.patterson@mac.com george.patterson@mac.com] <!-- Content row --> |-align="left" |Ms. Mitali Prasad, CFA |Washington Capital Management |align="center"|(617) 957-7835 |[mailto:mitali.prasad@wcmadvisors.com mitali.prasad@wcmadvisors.com] <!-- Content row --> |-align="left" |Nate Riley, CFA |{{#show: Nate Riley | ?works for}} |align="center"|{{#show: Nate Riley | ?contact work phone}} |{{#show: Nate Riley | ?contact email}} <!-- Content row --> |-align="left" |Mr. Jose Luis Rojas Villarreal, CFA |Massachusetts Growth Capital Corporation |align="center"|(617) 337-2815 |[mailto:jrojas@massgcc.com jrojas@massgcc.com] <!-- Content row --> |-align="left" |Mr. George John Stathis, CFA |Citigroup Global Markets |align="center"|(617) 823-9207 |[mailto:georgejstathis@gmail.com georgejstathis@gmail.com] <!-- Content row --> |-align="left" |Ms. Judith A. Warners | |align="center"| |[mailto:judithwarners@comcast.net judithwarners@comcast.net] <!-- End of table --> |} ---- p54q3mc3jhls5j4w5e3a1z2woavrnaw 0 397 762 2015-09-16T21:46:29Z Greis>Michael 0 762 wikitext text/x-wiki A [[entity of::BSAS]] program [[activity type::committee]]. Status - '''[[project status::completed]]''' == Events == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} == Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content rows --> {{ContactTableEntry|Noel Friedman}} {{ContactTableEntry|Nate Riley}} {{ContactTableEntry|Shana Sissel}} {{ContactTableEntry|Michael Greis}} {{ContactTableEntry|Christine Tschudy}} {{ContactTableEntry|Eric Uchida Henderson}} {{ContactTableEntry|Matt Ristuccia}} <!-- End of table --> |} rrnnzuo4kdgnbxe0qs2jnk064tytuqf 763 762 2024-05-24T04:54:37Z Michael 1 1 revision imported 762 wikitext text/x-wiki A [[entity of::BSAS]] program [[activity type::committee]]. Status - '''[[project status::completed]]''' == Events == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} == Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content rows --> {{ContactTableEntry|Noel Friedman}} {{ContactTableEntry|Nate Riley}} {{ContactTableEntry|Shana Sissel}} {{ContactTableEntry|Michael Greis}} {{ContactTableEntry|Christine Tschudy}} {{ContactTableEntry|Eric Uchida Henderson}} {{ContactTableEntry|Matt Ristuccia}} <!-- End of table --> |} rrnnzuo4kdgnbxe0qs2jnk064tytuqf 0 398 764 2019-05-29T15:58:09Z Greis>Michael 0 764 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. [[project status::completed| ]] [[shortname::{{SUBPAGENAME}}| ]] [https://basecamp.com/2702632/projects/6602308 Basecamp] for Global Equities sub-committee [http://basecamp.com/2702632/projects/6602308/uploads/16072860 the latest version] of the working list in the comment. == Programs and Ideas == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} {{ProjectParentPage}} == Ideas == {{color||2015-09-14}} - Create individual pages for remaining items below (and/or move them to new program year) *Options for HNW individuals to invest in clean energy :*Ref. John Harper, conversation at NECEC MA Clean Energy Day {{color||2015-05-05}} Program Ideas: '''Private Equity at Work''' *Program with authors '''Eileen Appelbaum''' (CEPR) and '''Rosemary Batt''' (Cornell ILR) :*Eileen - 202-293-5380 x116, appelbaum@cepr.net [http://www.cepr.net/index.php/experts/biographies/eileen-appelbaum bio] :*Rosemary - 607.254.4437, rb41@cornell.edu [https://www.ilr.cornell.edu/directory/rb41/ bio] *They spoke at IRI in December 2014 *Could have them speak or have them plus someone from private equity? *Reach out to either Shana or Brent Bell from alternatives Other possible Global Equities topics: *Unique market perspective/outlook; someone well-known and a draw *Index Investing *HFT *Crowdfunding *Demographics '''Industry Insight Series''' *Status: Idea *Committee Lead: Jeremy Cote *Team Members: TBD '''Outcome:''' - Incoming chair Scott Stewart was working on a similar idea. We connected Jeremy and Scott. Not sure how involved Jeremy was able to get, but an industry analysis series (5 sessions) will take place in '''fall 2015'''. This program would provide pertinent information on investing in specific industies and sectors to analysts and portfolio managers. *New analysts and seasoned investment professionals would be presented with timely industry information covering multiple sectors. *Topics could include: industry performance, valuation methodologies, index weightings, short and long-term outlooks, secular industry trends, a review of macro factors, relevant financial metrics, business cycle performance *This program aligns with CFA Insitute's newly launched industry primer publications *Buyside practitioners would be sourced to present specific industries This program could be presented to the membership in several ways: :*A full day event with several industry specific sessions :*As an ongoing series, with each session covering a specific industry or sector :*Webinar based :*Panel discussion == Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content rows --> {{ContactTableEntry|Samuel Bahng}} {{ContactTableEntry|Edward Ciancarelli}} {{ContactTableEntry|Jeremy Cote}} {{ContactTableEntry|Joseph Foresi}} {{ContactTableEntry|Noel Friedman}} {{ContactTableEntry|Stanley Fung}} {{ContactTableEntry|John Gibb}} {{ContactTableEntry|Michael Greis}} {{ContactTableEntry|Eric Uchida Henderson}} {{ContactTableEntry|George Stathis}} {{ContactTableEntry|Ram Thirukkonda}} {{ContactTableEntry|Deborah Wheeler}} <!-- End of table --> |} lgw1jiulscx9w1zqw5k3vynuerto8j3 765 764 2024-05-24T04:54:37Z Michael 1 1 revision imported 764 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. [[project status::completed| ]] [[shortname::{{SUBPAGENAME}}| ]] [https://basecamp.com/2702632/projects/6602308 Basecamp] for Global Equities sub-committee [http://basecamp.com/2702632/projects/6602308/uploads/16072860 the latest version] of the working list in the comment. == Programs and Ideas == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} {{ProjectParentPage}} == Ideas == {{color||2015-09-14}} - Create individual pages for remaining items below (and/or move them to new program year) *Options for HNW individuals to invest in clean energy :*Ref. John Harper, conversation at NECEC MA Clean Energy Day {{color||2015-05-05}} Program Ideas: '''Private Equity at Work''' *Program with authors '''Eileen Appelbaum''' (CEPR) and '''Rosemary Batt''' (Cornell ILR) :*Eileen - 202-293-5380 x116, appelbaum@cepr.net [http://www.cepr.net/index.php/experts/biographies/eileen-appelbaum bio] :*Rosemary - 607.254.4437, rb41@cornell.edu [https://www.ilr.cornell.edu/directory/rb41/ bio] *They spoke at IRI in December 2014 *Could have them speak or have them plus someone from private equity? *Reach out to either Shana or Brent Bell from alternatives Other possible Global Equities topics: *Unique market perspective/outlook; someone well-known and a draw *Index Investing *HFT *Crowdfunding *Demographics '''Industry Insight Series''' *Status: Idea *Committee Lead: Jeremy Cote *Team Members: TBD '''Outcome:''' - Incoming chair Scott Stewart was working on a similar idea. We connected Jeremy and Scott. Not sure how involved Jeremy was able to get, but an industry analysis series (5 sessions) will take place in '''fall 2015'''. This program would provide pertinent information on investing in specific industies and sectors to analysts and portfolio managers. *New analysts and seasoned investment professionals would be presented with timely industry information covering multiple sectors. *Topics could include: industry performance, valuation methodologies, index weightings, short and long-term outlooks, secular industry trends, a review of macro factors, relevant financial metrics, business cycle performance *This program aligns with CFA Insitute's newly launched industry primer publications *Buyside practitioners would be sourced to present specific industries This program could be presented to the membership in several ways: :*A full day event with several industry specific sessions :*As an ongoing series, with each session covering a specific industry or sector :*Webinar based :*Panel discussion == Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content rows --> {{ContactTableEntry|Samuel Bahng}} {{ContactTableEntry|Edward Ciancarelli}} {{ContactTableEntry|Jeremy Cote}} {{ContactTableEntry|Joseph Foresi}} {{ContactTableEntry|Noel Friedman}} {{ContactTableEntry|Stanley Fung}} {{ContactTableEntry|John Gibb}} {{ContactTableEntry|Michael Greis}} {{ContactTableEntry|Eric Uchida Henderson}} {{ContactTableEntry|George Stathis}} {{ContactTableEntry|Ram Thirukkonda}} {{ContactTableEntry|Deborah Wheeler}} <!-- End of table --> |} lgw1jiulscx9w1zqw5k3vynuerto8j3 0 399 766 2020-12-01T00:17:15Z Greis>Michael 0 766 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''Leonardo Maugeri on Energy Futures''' *Status: '''[[project status::completed]]''' on '''[[event date::2014-11-13]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::George Stathis]] :Team Members: [[contributed to::Stanley Fung]] == Description == The US shale revolution still bears many poorly understood elements. Improvements in understanding shale’s inner secrets and the advancement of technology to develop shale resources are constantly changing the paradigms of productivity and costs. Yet most models used to simulate future shale results are not able to grasp this continuously-evolving reality, thus failing to explain what is actually happening. Understanding these changing dynamics is essential in order to make sound investment decisions in both the shale gas arena and future US liquified natural gas (LNG) export schemes. As for the latter, a critical part of the investment equation must also take into account the actual potential of US LNG exports vis-a-vis their economics and competition coming from several new LNG export projects that are about to materialize in the next few years. '''INVESTMENT CONCLUSIONS:''' *Maugeri will prepare these at a later date. More generally, however, he has indicated that he will shape the talk to suit the interests of investors, as he commonly does in working with hedge funds and investment firms. == Resources == *Leonardo Maugeri [http://belfercenter.ksg.harvard.edu/experts/2510/leonardo_maugeri.html bio] from the Belfer Center at Harvard *Maugeri [http://tiny.cc/rba14_maug cited 2014-11-12] in Boston Globe for his correct 2012 predictions on oil prices and supply. :*Posted to LinkedIn and Twitter == Notes == '''Leonardo Maugeri on Energy Futures''' (a joint program with [http://www.nabe.com/About NABE]) *George and Stephanie to coordinate terms of collaboration with NABE *George will follow up with Nabe and Maugeri to discuss how we would present to our audience. ---- 6t34z1h6j2juua5oo34v802md5mod94 767 766 2024-05-24T04:54:37Z Michael 1 1 revision imported 766 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''Leonardo Maugeri on Energy Futures''' *Status: '''[[project status::completed]]''' on '''[[event date::2014-11-13]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::George Stathis]] :Team Members: [[contributed to::Stanley Fung]] == Description == The US shale revolution still bears many poorly understood elements. Improvements in understanding shale’s inner secrets and the advancement of technology to develop shale resources are constantly changing the paradigms of productivity and costs. Yet most models used to simulate future shale results are not able to grasp this continuously-evolving reality, thus failing to explain what is actually happening. Understanding these changing dynamics is essential in order to make sound investment decisions in both the shale gas arena and future US liquified natural gas (LNG) export schemes. As for the latter, a critical part of the investment equation must also take into account the actual potential of US LNG exports vis-a-vis their economics and competition coming from several new LNG export projects that are about to materialize in the next few years. '''INVESTMENT CONCLUSIONS:''' *Maugeri will prepare these at a later date. More generally, however, he has indicated that he will shape the talk to suit the interests of investors, as he commonly does in working with hedge funds and investment firms. == Resources == *Leonardo Maugeri [http://belfercenter.ksg.harvard.edu/experts/2510/leonardo_maugeri.html bio] from the Belfer Center at Harvard *Maugeri [http://tiny.cc/rba14_maug cited 2014-11-12] in Boston Globe for his correct 2012 predictions on oil prices and supply. :*Posted to LinkedIn and Twitter == Notes == '''Leonardo Maugeri on Energy Futures''' (a joint program with [http://www.nabe.com/About NABE]) *George and Stephanie to coordinate terms of collaboration with NABE *George will follow up with Nabe and Maugeri to discuss how we would present to our audience. ---- 6t34z1h6j2juua5oo34v802md5mod94 0 400 768 2020-12-01T00:14:10Z Greis>Michael 0 768 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''Putting Behavioral Investing to Work: Managing Equity Portfolios''' *Status: [[activity type::seminar]] '''[[project status::completed]]''' as of '''[[activity date::2014-12-03]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Samuel Bahng]] :Team Members: [[contributed to::Michael Greis]] == Notes == *'''[[contributed to::Michael Ervolini]]''', [https://www.cabotresearch.com/ Cabot Research] is the potential speaker :*[[involved::Alice Avanian]], past BSAS President, met Michael at an event where he expressed interest in presenting this topic to a BSAS audience == Resources == *[http://video.ft.com/3606776530001/Coaching-for-investors/Markets Video] of a Financial Times interview with Michael *MIT Press [http://mitpress.mit.edu/books/managing-equity-portfolios Book Overview] - to be published this fall :*[[Terence Odean]] is Cabot's "academic advisor" and the author of the forward to Ervolini's book, was a student of [[Daniel Kahneman]] and his work is mentioned in [[referenced::Thinking Fast and Slow]]. *Next step is to reach out to Ervolini and discuss how and what he would propose to present. :*He is the CEO of his company that provides these services, but the topic, his background and the credibility of authoring a book all argue that he could do an appropriate and engaging presentation. ---- 5ml7cl6kryugumf7szejr3iq8xsdlr9 769 768 2024-05-24T04:54:38Z Michael 1 1 revision imported 768 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''Putting Behavioral Investing to Work: Managing Equity Portfolios''' *Status: [[activity type::seminar]] '''[[project status::completed]]''' as of '''[[activity date::2014-12-03]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Samuel Bahng]] :Team Members: [[contributed to::Michael Greis]] == Notes == *'''[[contributed to::Michael Ervolini]]''', [https://www.cabotresearch.com/ Cabot Research] is the potential speaker :*[[involved::Alice Avanian]], past BSAS President, met Michael at an event where he expressed interest in presenting this topic to a BSAS audience == Resources == *[http://video.ft.com/3606776530001/Coaching-for-investors/Markets Video] of a Financial Times interview with Michael *MIT Press [http://mitpress.mit.edu/books/managing-equity-portfolios Book Overview] - to be published this fall :*[[Terence Odean]] is Cabot's "academic advisor" and the author of the forward to Ervolini's book, was a student of [[Daniel Kahneman]] and his work is mentioned in [[referenced::Thinking Fast and Slow]]. *Next step is to reach out to Ervolini and discuss how and what he would propose to present. :*He is the CEO of his company that provides these services, but the topic, his background and the credibility of authoring a book all argue that he could do an appropriate and engaging presentation. ---- 5ml7cl6kryugumf7szejr3iq8xsdlr9 0 401 770 2020-12-01T00:14:45Z Greis>Michael 0 770 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''The Other Water Cycle''' *Status: [[activity type::seminar]] '''[[project status::completed]]''' as of '''[[activity date::2015-03-04]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] == Description == Panelists: *[[contributed to::Michael Greis]] - Moderator *[[contributed to::David Richardson]], IMPAX Investment Management *[[contributed to::Brooke Barton]], Ceres == Resources == *'''Simon Gottelier''' and '''David Richardson''', IMPAX Investment Management *[http://www.ceres.org/issues/water Ceres] - '''Brooke Barton''' == Notes == Three major investment themes *Long-term infrastructure :*Decades of work rebuilding current infrastructure :*China - Northeast, to Gobi *Water treatment :*Fracking :*Sewage *Desalinization :*Does it make sense - energy intensive? Significant challenges *Industries at risk *Opportunities to address challenges (investment themes and opportunities) See '''The Other Water Cycle''' document draft in <tt>\Documents\Career\BSAS\Global Equities</tt> *This is a large area with multiple potential topics for a single session, and could easily support a longer event. *There was strong agreement that we should do a session on some aspect of this topic. *Michael will come back with more information for a session on one of these aspects: :*Water as an infrastructure investment :*Water as a clean tech opportunity (e.g. Desalinization, filtration, water recycling, water management in agriculture and industry) :*Water as an ESG risk factor (scarcity and water regimes and rights) :*Water and Climate Change :*Water and Energy ---- izowqqkq6r2mqu1wlrj1nen1mydrn1m 771 770 2024-05-24T04:54:38Z Michael 1 1 revision imported 770 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''The Other Water Cycle''' *Status: [[activity type::seminar]] '''[[project status::completed]]''' as of '''[[activity date::2015-03-04]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] == Description == Panelists: *[[contributed to::Michael Greis]] - Moderator *[[contributed to::David Richardson]], IMPAX Investment Management *[[contributed to::Brooke Barton]], Ceres == Resources == *'''Simon Gottelier''' and '''David Richardson''', IMPAX Investment Management *[http://www.ceres.org/issues/water Ceres] - '''Brooke Barton''' == Notes == Three major investment themes *Long-term infrastructure :*Decades of work rebuilding current infrastructure :*China - Northeast, to Gobi *Water treatment :*Fracking :*Sewage *Desalinization :*Does it make sense - energy intensive? Significant challenges *Industries at risk *Opportunities to address challenges (investment themes and opportunities) See '''The Other Water Cycle''' document draft in <tt>\Documents\Career\BSAS\Global Equities</tt> *This is a large area with multiple potential topics for a single session, and could easily support a longer event. *There was strong agreement that we should do a session on some aspect of this topic. *Michael will come back with more information for a session on one of these aspects: :*Water as an infrastructure investment :*Water as a clean tech opportunity (e.g. Desalinization, filtration, water recycling, water management in agriculture and industry) :*Water as an ESG risk factor (scarcity and water regimes and rights) :*Water and Climate Change :*Water and Energy ---- izowqqkq6r2mqu1wlrj1nen1mydrn1m 0 402 772 2019-05-29T15:58:31Z Greis>Michael 0 772 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. [[project status::completed| ]] [[shortname::{{SUBPAGENAME}}| ]] [https://basecamp.com/2702632/projects/10086408 Basecamp] for Global Equities Committee == Create new program == <inputbox> type=create default={{PAGENAME}}/ preload=SeminarBlankTemplate buttonlabel=Create new program record </inputbox> == Programs and Ideas == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} {{ProjectParentPage}} == Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content rows --> {{ContactTableEntry|Edward Ciancarelli}} {{ContactTableEntry|James Garrett}} {{ContactTableEntry|Michael Greis}} {{ContactTableEntry|Soo Jin Jeong}} {{ContactTableEntry|Christopher Luongo}} {{ContactTableEntry|Brian Malloy}} {{ContactTableEntry|Doug Moon}} {{ContactTableEntry|Kenneth Pitman}} {{ContactTableEntry|Yifei Shea}} {{ContactTableEntry|George Stathis}} {{ContactTableEntry|Ram Thirukkonda}} {{ContactTableEntry|Mary Wong}} <!-- End of table --> |} == Chairs Meetings == === 2016-07-15 === Discuss new programs structure === 2015-12-03 === Items to discuss: *Investing in Clean Energy :*Follow-up call with interested parties *Financial technology === 2015-10? === === 2015-08-14 === *Strategic plan (see Basecamp) Erinn - John Bowman (CFA Americas) *Frame (from John:) :*Affiliation :*Brand :*Network Goals/ideas: *Dial it up! - provocative programs :*Less about who we know, more what's interesting *Non-traditional venues and events *How do we get more the membership participating? :*Scott will actively promote within large companies *MFA & ICA *Wine or Whiskey tasting *Resources are available - commitment from BSAS and CFA Institute :*Let you members know - get them thinking :*Talk with Erinn *Mandate to spend % of reserves *Have staff (& board) come up with a list of other venues :*Good idea *How much of programming should we aim to be "provocative"? :*New, so see what develops *Share ideas among committee chairs *Odyssey cruise * Alternative ways to increase engagement *What do people want? Reach out to other committees - membership, young leaders Ideas: *How to prepare for an SEC visit? *Panel of local senior compliance officers hvxs21zucl4n3we7p2iuhett7ic21t5 773 772 2024-05-24T04:54:38Z Michael 1 1 revision imported 772 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. [[project status::completed| ]] [[shortname::{{SUBPAGENAME}}| ]] [https://basecamp.com/2702632/projects/10086408 Basecamp] for Global Equities Committee == Create new program == <inputbox> type=create default={{PAGENAME}}/ preload=SeminarBlankTemplate buttonlabel=Create new program record </inputbox> == Programs and Ideas == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} {{ProjectParentPage}} == Committee Members == {| class="mw-collapsible wikitable" border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content rows --> {{ContactTableEntry|Edward Ciancarelli}} {{ContactTableEntry|James Garrett}} {{ContactTableEntry|Michael Greis}} {{ContactTableEntry|Soo Jin Jeong}} {{ContactTableEntry|Christopher Luongo}} {{ContactTableEntry|Brian Malloy}} {{ContactTableEntry|Doug Moon}} {{ContactTableEntry|Kenneth Pitman}} {{ContactTableEntry|Yifei Shea}} {{ContactTableEntry|George Stathis}} {{ContactTableEntry|Ram Thirukkonda}} {{ContactTableEntry|Mary Wong}} <!-- End of table --> |} == Chairs Meetings == === 2016-07-15 === Discuss new programs structure === 2015-12-03 === Items to discuss: *Investing in Clean Energy :*Follow-up call with interested parties *Financial technology === 2015-10? === === 2015-08-14 === *Strategic plan (see Basecamp) Erinn - John Bowman (CFA Americas) *Frame (from John:) :*Affiliation :*Brand :*Network Goals/ideas: *Dial it up! - provocative programs :*Less about who we know, more what's interesting *Non-traditional venues and events *How do we get more the membership participating? :*Scott will actively promote within large companies *MFA & ICA *Wine or Whiskey tasting *Resources are available - commitment from BSAS and CFA Institute :*Let you members know - get them thinking :*Talk with Erinn *Mandate to spend % of reserves *Have staff (& board) come up with a list of other venues :*Good idea *How much of programming should we aim to be "provocative"? :*New, so see what develops *Share ideas among committee chairs *Odyssey cruise * Alternative ways to increase engagement *What do people want? Reach out to other committees - membership, young leaders Ideas: *How to prepare for an SEC visit? *Panel of local senior compliance officers hvxs21zucl4n3we7p2iuhett7ic21t5 0 403 774 2015-09-14T18:27:50Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, f..." 774 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|meeting|}} == Agenda == COMMITTEE ORIENTATION AGENDA #Education Chair & BSAS Staff Position Overview #Committee/Task Force Overview #Chair Goals for the Year #Policies and Procedures (detailed handouts attached – 3 in total) ##Speaker Vetting Process ##Press at Programs ##Committee Meeting Scheduling Process #Committee Management ##Basecamp ##Selection of Secretary #Program Topics, Ideas and Proposals ##Brainstorming and Discussion ##Selection and assignment of initial set of programs for development == Notes == '''Chair Goals''' *Get everyone involved *Put on timely, appealing and innovative programs *Build a wider audience ---- pwa1e2poax43my0ytsdiye5kyqbr65p 775 774 2024-05-24T04:54:38Z Michael 1 1 revision imported 774 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|meeting|}} == Agenda == COMMITTEE ORIENTATION AGENDA #Education Chair & BSAS Staff Position Overview #Committee/Task Force Overview #Chair Goals for the Year #Policies and Procedures (detailed handouts attached – 3 in total) ##Speaker Vetting Process ##Press at Programs ##Committee Meeting Scheduling Process #Committee Management ##Basecamp ##Selection of Secretary #Program Topics, Ideas and Proposals ##Brainstorming and Discussion ##Selection and assignment of initial set of programs for development == Notes == '''Chair Goals''' *Get everyone involved *Put on timely, appealing and innovative programs *Build a wider audience ---- pwa1e2poax43my0ytsdiye5kyqbr65p 0 404 776 2020-12-01T00:11:59Z Greis>Michael 0 776 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''Clean Energy Investing''' *Status: [[activity type::seminar]] ''[[project status::completed]]''' as of '''[[activity date::2016-06-09]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Mark Barnett]], [[contributed to::Ted Everett]],[[contributed to::John Harper]],[[contributed to::Sean Sullivan]], [[contributed to::Matthew Wolfe]], [[contributed to::James Anderson]], [[contributed to::Larry Pohlman]] == Event Follow-up == *Send note to ICE attendees *Ideas for and interest in follow-on *Deep dive on one segment ^Rep of 1st session for others *Focus on individual HNW inxestors - bringing clean energy to your community *Business model transformation == Description == Options for HNW individuals, small institutional investors (foundations, endowments) to invest in clean energy. Focus on renewable (especially solar) project investment. Options: *Standard lunch session *'''Morning session''' - similar sessions by NECEC often AM *1/2 day - :*Overview & Resources :*Firm presentations Finalized event description: Clean energy is the future, but it is also very much the present. Some $329 billion was invested in clean energy in 2015 worldwide, even as fossil fuel prices fell. Wind and solar made up two-thirds of all new electric generating capacity added in the United States in 2015. The number of installed solar systems in the US hit 1 million early in 2016. Bloomberg New Energy Finance projected that $500 billion per year would be invested in new renewables for electricity generation worldwide between 2015 and 2025. In December 2015, 190 nations made commitments to reduce greenhouse gas emissions. Achieving those targets would increase that investment in new renewables to $800 billion per year, and more after 2025. Experienced private equity and venture capital investor Rob Day has been front and center in Boston-area clean tech for fifteen years. Rob will provide a tour of the clean energy investing landscape to open the BSAS Investing in Clean Energy breakfast seminar on Thursday, June 9th. The BSAS Investing in Clean Energy breakfast seminar is designed for investors – from high net worth individuals to large institutions – who see that this transformation in the global energy landscape is underway and want to understand how to participate. The seminar will provide investment professionals with an overview of the clean energy landscape and the investment opportunities available. Our subject matter experts will describe the opportunities currently available in the public markets and the private markets, and explain how innovations in technology and business models are shaping both current and future investment opportunities. == Agenda and Speakers == *The Clean Energy Landscape – Market and Industry Perspective ::'''[[contributed to::Rob Day]]''', Partner at Black Coral Capital *Public Market Opportunities ::'''[[contributed to::Elizabeth Levy]]''', Senior Vice President and Portfolio Manager, Trillium Asset Management *Private Market Opportunities(Project Finance) ::'''Kevin Krachman''', CFO, PSM Clean Energy *Technology and Business Model Innovation ::'''Mark Barnett''', Partner, Foley Hoag LLP ::'''[[contributed to::Tod Hynes]]''', CEO XL Hybrids ::'''[[contributed to::Sarah Wood Kearney]]''', Executive Director, PRIME Coalition == Event Team == *'''[[contributed to::John Harper]]''' *'''[[contributed to::Sean Sullivan]]''' *'''[[contributed to::Kevin Krachman]] :*'''[[contributed to::Matthew Wolfe]]''' - original contact at PSM Energy (sponsor at 2015 SI) *'''[[contributed to::Ted Everett]]''' *'''[[contributed to::James Anderson]]''' *'''[[contributed to::Larry Pohlman]]''' *'''[[contributed to::Mark Barnett]]''' == Resources == {{color||2016-05-16}} - Create a page for Konrad? [http://www.renewableenergyworld.com/articles/2016/05/ten-clean-energy-stocks-for-2016-spring-forward.html?cmpid=renewablesolar0572016&eid=291102935&bid=1397243 10 Clean Energy Sotcks for spring 2016], Tom Konrad, REWorld {{color||2016-05-05}} == Notes == === 2016-03-25 === Team call: === 2016-03-11 === Team call: Updates from call incorporated into planning document placed into Dropbox (BSAS ICE folder) === 2016-02-09 === Team call: '''James''': *Chairs quant committee. See lots of quant content in this topic :*Believes lots of interest from members '''Kevin''': *Sees two pieces (as I outlined): :*Industry trends :*Specific options for investing '''Ted''': *Both are important - needs to be investible :*Unless it's a disruptor *Ted - ESG folks might come even if not investible '''Sean''': *Must it public market? :*Ted/Michael - Not necessarily, but needs to be something HNWs can do Advocate for including emerging private market opportunities available to accredited inestors. *Ted - absolutely - what, who can invest? Helping people understand how clean energy investments might fit into their portfolios *Public stocks - market trends *Project Finance *VC and Angel VC & angel - probably in breakout/pitch session? MG & Investible areas: *Public *Private *Technology Six boxes: Industry and market overview - Jigar Shah (send Sean BSAS overview) Market Drivers - industry analysts (Sean) Facilitator for presentations of: *Public - *Tech - *Private - Kevin & Sean === 2016-02-09 Call results and follow-up === We outlined a Clean Tech Investing session with the following agenda: *'''Market and Industry Perspective''' (could be considered a keynote) :*Targeted speaker - '''[https://www.linkedin.com/in/jigarshahdc?authType=NAME_SEARCH&authToken=ji8t&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId%3A258664%2CauthType%3ANAME_SEARCH%2Cidx%3A1-1-1%2CtarId%3A1455038561792%2Ctas%3Ajigar Jigar Shah]''' - ('''Sean''') ::*Co-Founder of Generate Capital; Founder and CEO of Sun Edison ::*NB: If you don't know Jigar, check out the [https://www.greentechmedia.com/podcast/the-energy-gang Energy Gang Podcast] from Greentech Media *'''Market Drivers''' :*Target an industry analyst ('''Sean''' will ID some possible analysts; we will reach out '''within BSAS committees''' for additional ideas and vetting) *'''(Taxonomy of Market opportunities facilitator)''' (if needed - who?) :*Not a separate presentation....provides context for following speakers and coordinates Q&A afterward :*Could provide overview of how these three areas fit in investor portfolios (and/or the individual speakers could address this for their segment) *'''Public Market''' Opportunities - ('''who took this one to ID potential speakers?''') :*Investing in industry trends *'''Technology''' - role of tech in industry development and on public markets ('''who took this one to ID potential speakers?''') :*Primary path to market in clean tech is M&A by large industry players :*Touch on VC & Angel :*Not a deep dive on technology, but will incorporate discussion of significant areas (e.g. Storage, Big Data...) *'''Project Finance (Private markets)''' - ('''Sean and Kevin''' - tag-team presenters; '''John''' - please weigh in) '''Structure/Logistics''' *Three-hour / half-day morning session :*Possible inclusion of an optional "pitch competition" for firms with investible opportunities one way to round out to a half-day *Sponsor possibilities *Target - '''May 2016''' '''Audience and Outreach''' *Target 50+ attendees - with active partners, should be able to drive more *BSAS Segments: :*Private wealth - combination of market overview and investible opportunities ('''Ted''' & Committee) :*Quant - role of data & technology in clean tech will generate interest from the quant community (James) :*Institutional - Industry overview & drivers; public market opportunities & role of tech should draw some institutional interest. This is a very large and diverse population in BSAS, so a clear message and a strong outreach plan is essential. ('''Michael''' - work with Stephanie, George, others?) :*Alternatives - follow up with Shana ('''Michael?''') :*Sustainable Investing audience including seminar attendees should be interested *Potential Partners :*NECEC (Northeast Clean Energy Council) - ('''Michael''' has reached out and will follow up on interest in co-sponsoring/promoting. This would significantly expand the audience pool :*Local Clean Energy Venture groups ('''Kevin?''') :*Local Angel Investing groups ('''Kevin?''') *Academic institutions ('''Larry''') :*MIT (faculty/center/institutional & has a student-run yearly clean tech conference) :*Babson (student-run yearly clean tech conference in April) :*Tufts Reconnect for a follow-up call - '''end of February''' *Have potential speakers identified *Potential dates - if opening speaker and/or other non-local speaker has accepted invitation *Interested & confirmed partners === 2016-01-22 === Invitation note and [http://doodle.com/poll/e9rwz6f6zu5mfw6b#admin Doodle poll] sent to all participants. Note text: Over the last several months (more in some cases...) I've talked with each of you about the possibility of putting together a Boston Security Analysts Society "investing in clean energy" event focused on opportunities in clean energy investing for individual and small institutional investors (high net worth individuals, family offices, small endowments). I've also engaged with several of my BSAS Committee chair colleagues. At this point, I'd like to propose getting a group of us together to discuss how we might structure such an event, and, if it seems feasible, begin planning for it. I'm hoping all of you are still interested. I will shortly send out a Doodle poll to see if we can find a mutually convenient time in the next several weeks. Feel free to respond - e-mail or call me - if you have questions or suggestions; otherwise, just fill out the Doodle poll and we'll try to get the call scheduled. (I will also be reaching out to the Clean Energy Council - John and I are both active members - to see if they are interested in collaborating on this idea.) '''Inquiry to NECEC for interest''' Peter (and Kitty), I may have mentioned this to you (Peter) sometime late last year, but I'm only now getting back to it. John Harper and I have been talking on and off for some time about putting together a Boston Security Analysts Society "Investing in Clean Energy" event focused on opportunities in clean energy investing for individual and small institutional investors (high net worth individuals, family offices, small endowments). I chair a couple of program committees for the BSAS and have engaged several of my BSAS Committee chair colleagues on this idea. I've attended NECEC events on these themes, but I don't believe there have been any in a year or two. I know from my involvement in the solar and policy team that that work has grown in importance and focus, as has the geographic reach. But I'm wondering whether there would be interest in the NECEC collaborating in some way on such an event. I'm not sure who would be the best person to follow up with, but I figure you and/or Kitty can guide me. Our next step is a call involving several people like John from the "supply" side (clean energy) and several of us from the "demand" side (BSAS) to discuss structure and feasibility of an event. I'd love to include someone representing the Council on the call, if there's interest. Let me know what you think - thanks! ---- 9ob11icc9qeut5lyorytdr0bi3oxv3p 777 776 2024-05-24T04:54:38Z Michael 1 1 revision imported 776 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''Clean Energy Investing''' *Status: [[activity type::seminar]] ''[[project status::completed]]''' as of '''[[activity date::2016-06-09]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Mark Barnett]], [[contributed to::Ted Everett]],[[contributed to::John Harper]],[[contributed to::Sean Sullivan]], [[contributed to::Matthew Wolfe]], [[contributed to::James Anderson]], [[contributed to::Larry Pohlman]] == Event Follow-up == *Send note to ICE attendees *Ideas for and interest in follow-on *Deep dive on one segment ^Rep of 1st session for others *Focus on individual HNW inxestors - bringing clean energy to your community *Business model transformation == Description == Options for HNW individuals, small institutional investors (foundations, endowments) to invest in clean energy. Focus on renewable (especially solar) project investment. Options: *Standard lunch session *'''Morning session''' - similar sessions by NECEC often AM *1/2 day - :*Overview & Resources :*Firm presentations Finalized event description: Clean energy is the future, but it is also very much the present. Some $329 billion was invested in clean energy in 2015 worldwide, even as fossil fuel prices fell. Wind and solar made up two-thirds of all new electric generating capacity added in the United States in 2015. The number of installed solar systems in the US hit 1 million early in 2016. Bloomberg New Energy Finance projected that $500 billion per year would be invested in new renewables for electricity generation worldwide between 2015 and 2025. In December 2015, 190 nations made commitments to reduce greenhouse gas emissions. Achieving those targets would increase that investment in new renewables to $800 billion per year, and more after 2025. Experienced private equity and venture capital investor Rob Day has been front and center in Boston-area clean tech for fifteen years. Rob will provide a tour of the clean energy investing landscape to open the BSAS Investing in Clean Energy breakfast seminar on Thursday, June 9th. The BSAS Investing in Clean Energy breakfast seminar is designed for investors – from high net worth individuals to large institutions – who see that this transformation in the global energy landscape is underway and want to understand how to participate. The seminar will provide investment professionals with an overview of the clean energy landscape and the investment opportunities available. Our subject matter experts will describe the opportunities currently available in the public markets and the private markets, and explain how innovations in technology and business models are shaping both current and future investment opportunities. == Agenda and Speakers == *The Clean Energy Landscape – Market and Industry Perspective ::'''[[contributed to::Rob Day]]''', Partner at Black Coral Capital *Public Market Opportunities ::'''[[contributed to::Elizabeth Levy]]''', Senior Vice President and Portfolio Manager, Trillium Asset Management *Private Market Opportunities(Project Finance) ::'''Kevin Krachman''', CFO, PSM Clean Energy *Technology and Business Model Innovation ::'''Mark Barnett''', Partner, Foley Hoag LLP ::'''[[contributed to::Tod Hynes]]''', CEO XL Hybrids ::'''[[contributed to::Sarah Wood Kearney]]''', Executive Director, PRIME Coalition == Event Team == *'''[[contributed to::John Harper]]''' *'''[[contributed to::Sean Sullivan]]''' *'''[[contributed to::Kevin Krachman]] :*'''[[contributed to::Matthew Wolfe]]''' - original contact at PSM Energy (sponsor at 2015 SI) *'''[[contributed to::Ted Everett]]''' *'''[[contributed to::James Anderson]]''' *'''[[contributed to::Larry Pohlman]]''' *'''[[contributed to::Mark Barnett]]''' == Resources == {{color||2016-05-16}} - Create a page for Konrad? [http://www.renewableenergyworld.com/articles/2016/05/ten-clean-energy-stocks-for-2016-spring-forward.html?cmpid=renewablesolar0572016&eid=291102935&bid=1397243 10 Clean Energy Sotcks for spring 2016], Tom Konrad, REWorld {{color||2016-05-05}} == Notes == === 2016-03-25 === Team call: === 2016-03-11 === Team call: Updates from call incorporated into planning document placed into Dropbox (BSAS ICE folder) === 2016-02-09 === Team call: '''James''': *Chairs quant committee. See lots of quant content in this topic :*Believes lots of interest from members '''Kevin''': *Sees two pieces (as I outlined): :*Industry trends :*Specific options for investing '''Ted''': *Both are important - needs to be investible :*Unless it's a disruptor *Ted - ESG folks might come even if not investible '''Sean''': *Must it public market? :*Ted/Michael - Not necessarily, but needs to be something HNWs can do Advocate for including emerging private market opportunities available to accredited inestors. *Ted - absolutely - what, who can invest? Helping people understand how clean energy investments might fit into their portfolios *Public stocks - market trends *Project Finance *VC and Angel VC & angel - probably in breakout/pitch session? MG & Investible areas: *Public *Private *Technology Six boxes: Industry and market overview - Jigar Shah (send Sean BSAS overview) Market Drivers - industry analysts (Sean) Facilitator for presentations of: *Public - *Tech - *Private - Kevin & Sean === 2016-02-09 Call results and follow-up === We outlined a Clean Tech Investing session with the following agenda: *'''Market and Industry Perspective''' (could be considered a keynote) :*Targeted speaker - '''[https://www.linkedin.com/in/jigarshahdc?authType=NAME_SEARCH&authToken=ji8t&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId%3A258664%2CauthType%3ANAME_SEARCH%2Cidx%3A1-1-1%2CtarId%3A1455038561792%2Ctas%3Ajigar Jigar Shah]''' - ('''Sean''') ::*Co-Founder of Generate Capital; Founder and CEO of Sun Edison ::*NB: If you don't know Jigar, check out the [https://www.greentechmedia.com/podcast/the-energy-gang Energy Gang Podcast] from Greentech Media *'''Market Drivers''' :*Target an industry analyst ('''Sean''' will ID some possible analysts; we will reach out '''within BSAS committees''' for additional ideas and vetting) *'''(Taxonomy of Market opportunities facilitator)''' (if needed - who?) :*Not a separate presentation....provides context for following speakers and coordinates Q&A afterward :*Could provide overview of how these three areas fit in investor portfolios (and/or the individual speakers could address this for their segment) *'''Public Market''' Opportunities - ('''who took this one to ID potential speakers?''') :*Investing in industry trends *'''Technology''' - role of tech in industry development and on public markets ('''who took this one to ID potential speakers?''') :*Primary path to market in clean tech is M&A by large industry players :*Touch on VC & Angel :*Not a deep dive on technology, but will incorporate discussion of significant areas (e.g. Storage, Big Data...) *'''Project Finance (Private markets)''' - ('''Sean and Kevin''' - tag-team presenters; '''John''' - please weigh in) '''Structure/Logistics''' *Three-hour / half-day morning session :*Possible inclusion of an optional "pitch competition" for firms with investible opportunities one way to round out to a half-day *Sponsor possibilities *Target - '''May 2016''' '''Audience and Outreach''' *Target 50+ attendees - with active partners, should be able to drive more *BSAS Segments: :*Private wealth - combination of market overview and investible opportunities ('''Ted''' & Committee) :*Quant - role of data & technology in clean tech will generate interest from the quant community (James) :*Institutional - Industry overview & drivers; public market opportunities & role of tech should draw some institutional interest. This is a very large and diverse population in BSAS, so a clear message and a strong outreach plan is essential. ('''Michael''' - work with Stephanie, George, others?) :*Alternatives - follow up with Shana ('''Michael?''') :*Sustainable Investing audience including seminar attendees should be interested *Potential Partners :*NECEC (Northeast Clean Energy Council) - ('''Michael''' has reached out and will follow up on interest in co-sponsoring/promoting. This would significantly expand the audience pool :*Local Clean Energy Venture groups ('''Kevin?''') :*Local Angel Investing groups ('''Kevin?''') *Academic institutions ('''Larry''') :*MIT (faculty/center/institutional & has a student-run yearly clean tech conference) :*Babson (student-run yearly clean tech conference in April) :*Tufts Reconnect for a follow-up call - '''end of February''' *Have potential speakers identified *Potential dates - if opening speaker and/or other non-local speaker has accepted invitation *Interested & confirmed partners === 2016-01-22 === Invitation note and [http://doodle.com/poll/e9rwz6f6zu5mfw6b#admin Doodle poll] sent to all participants. Note text: Over the last several months (more in some cases...) I've talked with each of you about the possibility of putting together a Boston Security Analysts Society "investing in clean energy" event focused on opportunities in clean energy investing for individual and small institutional investors (high net worth individuals, family offices, small endowments). I've also engaged with several of my BSAS Committee chair colleagues. At this point, I'd like to propose getting a group of us together to discuss how we might structure such an event, and, if it seems feasible, begin planning for it. I'm hoping all of you are still interested. I will shortly send out a Doodle poll to see if we can find a mutually convenient time in the next several weeks. Feel free to respond - e-mail or call me - if you have questions or suggestions; otherwise, just fill out the Doodle poll and we'll try to get the call scheduled. (I will also be reaching out to the Clean Energy Council - John and I are both active members - to see if they are interested in collaborating on this idea.) '''Inquiry to NECEC for interest''' Peter (and Kitty), I may have mentioned this to you (Peter) sometime late last year, but I'm only now getting back to it. John Harper and I have been talking on and off for some time about putting together a Boston Security Analysts Society "Investing in Clean Energy" event focused on opportunities in clean energy investing for individual and small institutional investors (high net worth individuals, family offices, small endowments). I chair a couple of program committees for the BSAS and have engaged several of my BSAS Committee chair colleagues on this idea. I've attended NECEC events on these themes, but I don't believe there have been any in a year or two. I know from my involvement in the solar and policy team that that work has grown in importance and focus, as has the geographic reach. But I'm wondering whether there would be interest in the NECEC collaborating in some way on such an event. I'm not sure who would be the best person to follow up with, but I figure you and/or Kitty can guide me. Our next step is a call involving several people like John from the "supply" side (clean energy) and several of us from the "demand" side (BSAS) to discuss structure and feasibility of an event. I'd love to include someone representing the Council on the call, if there's interest. Let me know what you think - thanks! ---- 9ob11icc9qeut5lyorytdr0bi3oxv3p 0 405 778 2020-11-30T23:44:36Z Greis>Michael 0 778 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''FinTech''' *Status: [[activity type::seminar]] '''[[project status::completed]]''' as of '''[[activity date::2016-03-01]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[is a member of::Brian Malloy]], [[Michael Greis]], [[is a member of::James Anderson]] (Quant committee), [[is a member of::Greg Lewis]] (Young Leaders) == Description == After discussion among several committee chairs (MJG, Ted Everett, James Anderson, Shana Sissel, Young Leaders) we decided to pursue an overview session. James Anderson has asked [[contributed to::Sarah Biller]] of State Street, who oversees all of State Street's engagement with emerging FinTech. She also leads the Boston FinTech meetup. She is willing and eager to participate. Our thought is that many, if not most, BSAS members have no idea what's going on in FinTech, so this would be a great opportunity to have an initial educational session that could be followed by more sessions focused on specific areas of interest to individual committees. == Resources == == Notes == === Connection with Private Wealth === {{color||2016-01-15}} - Connected Brian Malloy from our committee with [[involved::Ted Everett]], Chair of the FinTech committee. *Private Equity committee - some sense that the early interest in the technology may be giving way to a view of robo-advising as another distribution channel that private wealth advisors have to learn how to use. Will be meeting today (2016-01-15) and will discuss further. *Brian - I’ve connected with Manheim Mack at Fidelity, but due to some scheduling conflicts we’ve yet to have a real discussion. Manheim runs managed accounts in the Strategic Investments group at Fidelity and should have great insights on the robo space. I hope to have a call with him next week. === 2016-01-15 call === Participating: James Anderson, Michael Greis, Greg Lewis, Stephanie & Amy [[is a member of::Greg Lewis]] - Young Leaders *Targeting early April for their proposed session *Focusing on disruptive potential of FinTech on different sectors of the Financial Services industry *Thinking of a showcase session - multiple providers *Wanted a connecting/contextual session - approached [[involved::Neil Christensen]], Clay Christensen's son. Conclusion and next steps - our plan is to leverage the two ideas we've been developing as two connected sessions: *an early/mid-March event with Sarah Biller to present an overview of the FinTech landscape *an April session with Neil Christensen on the disruptive potential of FinTech which would include a "showcase" of FinTech companies/developers We're planning a call with Sarah in the next 1-2 weeks to get her reaction and ideas. James is following up. ---- tou08gw9ffg0r494ey8j321yrt09745 779 778 2024-05-24T04:54:38Z Michael 1 1 revision imported 778 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''FinTech''' *Status: [[activity type::seminar]] '''[[project status::completed]]''' as of '''[[activity date::2016-03-01]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[is a member of::Brian Malloy]], [[Michael Greis]], [[is a member of::James Anderson]] (Quant committee), [[is a member of::Greg Lewis]] (Young Leaders) == Description == After discussion among several committee chairs (MJG, Ted Everett, James Anderson, Shana Sissel, Young Leaders) we decided to pursue an overview session. James Anderson has asked [[contributed to::Sarah Biller]] of State Street, who oversees all of State Street's engagement with emerging FinTech. She also leads the Boston FinTech meetup. She is willing and eager to participate. Our thought is that many, if not most, BSAS members have no idea what's going on in FinTech, so this would be a great opportunity to have an initial educational session that could be followed by more sessions focused on specific areas of interest to individual committees. == Resources == == Notes == === Connection with Private Wealth === {{color||2016-01-15}} - Connected Brian Malloy from our committee with [[involved::Ted Everett]], Chair of the FinTech committee. *Private Equity committee - some sense that the early interest in the technology may be giving way to a view of robo-advising as another distribution channel that private wealth advisors have to learn how to use. Will be meeting today (2016-01-15) and will discuss further. *Brian - I’ve connected with Manheim Mack at Fidelity, but due to some scheduling conflicts we’ve yet to have a real discussion. Manheim runs managed accounts in the Strategic Investments group at Fidelity and should have great insights on the robo space. I hope to have a call with him next week. === 2016-01-15 call === Participating: James Anderson, Michael Greis, Greg Lewis, Stephanie & Amy [[is a member of::Greg Lewis]] - Young Leaders *Targeting early April for their proposed session *Focusing on disruptive potential of FinTech on different sectors of the Financial Services industry *Thinking of a showcase session - multiple providers *Wanted a connecting/contextual session - approached [[involved::Neil Christensen]], Clay Christensen's son. Conclusion and next steps - our plan is to leverage the two ideas we've been developing as two connected sessions: *an early/mid-March event with Sarah Biller to present an overview of the FinTech landscape *an April session with Neil Christensen on the disruptive potential of FinTech which would include a "showcase" of FinTech companies/developers We're planning a call with Sarah in the next 1-2 weeks to get her reaction and ideas. James is following up. ---- tou08gw9ffg0r494ey8j321yrt09745 0 406 780 2020-11-30T23:47:48Z Greis>Michael 0 780 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''Global Beverage Industry and Spirits Tasting''' *Status: '''[[project status::active]]''' - was eventually held. George Stathis organized it. *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Michael Greis]] == Description == Our take was to combine a spirits tasting with a discussion of developments in the global beverages industry. == Resources == *'''Martignettis Company'''. The largest Distributor in Ma. You can start by contacting Cristina Lukas clukas@unitedliquors.com she is a great, smart person that can direct you to the right department. *'''Horizon Beverage''' - This rep is with the company for a long time and he is also a friend. Chris Pocaro c_porcaro@hotmail.com *'''M.S Walker''' - He work at the Needham location and he is young with lots of energy. Stephen Campbell <campbell@mswalker.com == Notes == *Although I have a couple of contacts who organize tastings, I would like to see whether we could '''connect to one or more of the major brands''' for a speaker to provide an industry perspective, along with a tasting. I have obtained contacts at three of the area's large distributors - Martignettis, Horizon Beverage and MS Walker. *We would also presumably want to explore '''having a speaker from our industry''' (presumably an analyst) as part of such an event. *Not surprisingly, we are not the only committee with an idea along these lines. The private wealth and alternatives committees have both discussed having a wine tasting with the theme of wine as an investment. There should be room for both events, allowing for appropriate spacing between them. ---- 6x32hwaygsovf981ch1ebj1tu7qedrh 781 780 2024-05-24T04:54:38Z Michael 1 1 revision imported 780 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|project event|}} *Title: '''Global Beverage Industry and Spirits Tasting''' *Status: '''[[project status::active]]''' - was eventually held. George Stathis organized it. *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Michael Greis]] == Description == Our take was to combine a spirits tasting with a discussion of developments in the global beverages industry. == Resources == *'''Martignettis Company'''. The largest Distributor in Ma. You can start by contacting Cristina Lukas clukas@unitedliquors.com she is a great, smart person that can direct you to the right department. *'''Horizon Beverage''' - This rep is with the company for a long time and he is also a friend. Chris Pocaro c_porcaro@hotmail.com *'''M.S Walker''' - He work at the Needham location and he is young with lots of energy. Stephen Campbell <campbell@mswalker.com == Notes == *Although I have a couple of contacts who organize tastings, I would like to see whether we could '''connect to one or more of the major brands''' for a speaker to provide an industry perspective, along with a tasting. I have obtained contacts at three of the area's large distributors - Martignettis, Horizon Beverage and MS Walker. *We would also presumably want to explore '''having a speaker from our industry''' (presumably an analyst) as part of such an event. *Not surprisingly, we are not the only committee with an idea along these lines. The private wealth and alternatives committees have both discussed having a wine tasting with the theme of wine as an investment. There should be room for both events, allowing for appropriate spacing between them. ---- 6x32hwaygsovf981ch1ebj1tu7qedrh 0 407 782 2020-12-01T00:11:19Z Greis>Michael 0 782 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} *Title: '''{{SUBPAGENAME}}''' *Status: '''[[project status::active]]''' as of '''[[event date::2016-06-16]]''' *Event Listing: [http://www.bsas.org/store/events/registration.aspx?event=060616&expand=TRUE BSAS web site] == Description == Event title: '''China Outward Foreign Direct Investment - What We Need to Know As Investors''' The focus of sessions on China tends to be about the economy and markets in China itself. Yet Chinese Foreign Direct investment is having a huge impact in the US and around the world. The Chinese have become the biggest foreign buyers of US real estate in terms of units, dollar volume and price paid in 2015 and continues to be a significant investor in the global real estate markets. China's outbound foreign direct investment, including corporate mergers, acquisitions, and start-ups, is estimated to grow from $744 billion in 2015 to $2 trillion by 2020. The largest acquisition by a Chinese company so far is China National Chemical Corp's takeover of Syngenta, a Swiss agrochemical giant, for $43 billion. Other examples of enterprises owned by China include General Electric's appliance division, Volvo, America's largest pork producer Smithfield, AMC Theaters, Legendary Picture, and the world's largest wholesale technology product distributor Ingram Micro. Our panelists will explore different sources and ways of investing outside of China by Chinese individuals and institutions and the impact of these investments on various economies and markets, as well as emerging investing trends. Meet the Panelists: *Les Baquiran, Alpine Capital Advisors and Pinebase *Brian Chen, Partner & Portfolio Manager, Clough Capital *Kevin Chen, Pureheart Moderator: *Brian Toth, CFA '''Les Baquiran''' founded Alpine, a firm with offices in New York, focused on advising and raising capital for companies and investment managers. He was also the founder of Pinebase, a media platform that will soon launch a Chinese language version focused on overseas investments. Prior he was a Principal at Park Hill, a division of Blackstone where he covered North and South American investors and Funds in the Americas, Europe and Asia. He has worked on over 50 fundraisings during his career. Prior to Blackstone, he was a Managing Director at ISI Group (now Evercore), covering investors in the Americas, Asia and Australia, opening the firms' first relationships in Korea, Brazil, New Zealand and Malaysia. He began his career at Brown Brothers Harriman as an equity research analyst. '''Brian Chen''' joined Clough Capital in 2010 and currently serves as Portfolio Manager for the Clough Asia Fund. Brian has over 20 years of Asia investment industry experience. Prior to joining the firm, Brian was an Analyst at Liberty Square Asset Management and Grosvenor Street Capital concentrating on public equities, and at ChinaVest, on the private equity side. He also has extensive Wall Street experience, working for Salomon Brothers, Credit Suisse First Boston, and ING- Barings. He has been investing in Asia since 1991, first in private equity and then in the public equity markets. Brian holds an MBA from Columbia Business School and a BA from Duke University. He also has held a Chartered Financial Analyst designation since 2000. '''Kevin Chen''' is currently an advisor for Pureheart, a fund management company with global macro focus. He is also a co-founder of Pinebase, a media platform that will soon launch a Chinese language portal focused on overseas investments. Kevin is an Adjunct Assistant Professor, New York University and serves as a guest speaker at Fordham University, Pace University, and IESE Business School. He is a member of the Adjunct Advisory Committee of SPS, New York University, a member of the Economic Club of New York and fellow of the Foreign Policy Association. Brian also serves as Co-Chair of the New York Finance Forum. He earned his PhD in Finance from the Financial Asset Management Engineering Center at University of Lausanne, Switzerland and his Master's degree in Finance, Center for Economic Research, Tilburg University in the Netherlands at August 2001. Kevin completed hi B.A. degree in Economics from the Renmin University of China in Beijing, China, July 1998. '''Brian Toth''', CFA, is an independent consultant and high-yield credit analyst with 11+ years of experience in corporate credit analysis, counterparty credit risk assessment and sovereign risk determination. He has diversified experience across energy and retail sectors, as well as consumer products and services, and has expertise in high-yield, investment grade and distressed securities. Most recently, in 2013, Brian was a Private Equity Consultant for APG Asset Management, where he performed due diligence on leveraged buyout funds. Prior, from 2011-2012, he was with APG Asset Management as a Credit Analyst Consultant and was responsible for the energy and retail sectors. Brian's additional experience includes his time as a Personal Investor (2008-2011), with Paloma Partners (2006-2008), and Babson Capital Management as a Director and Senior Credit Analyst, and Associate Director (2001-2006). Brian is on the Management Committee at the New York Hedge Fund Roundtable. Brian is on the Special Committee (Task Force) of the Fixed-Income Analysts Society Board. Brian received an MBA from the Simon School (University of Rochester) in 2001 and received a BS from SUNY/Buffalo in 1990. Brian has been a CFA charter holder since 1998. === Archive === (From my summary note to Dan O'Connor) The approach we want to take is exploring the impact of Chinese overseas investment - through FDI and/or the assets of the overseas Chinese population - on global industries and markets. *It's an idea we first surfaced last year in the Global Equities program committee, so we envisioned a focus on specific industries/sectors or geographies. :*That said, the session could include other asset classes. *A single speaker, or two speakers discussing different aspects, would be the preferred format. Our programs are most often lunch sessions lasting about 1 1/2 hours. *Content should drive format, so we can adapt accordingly. == Notes == === Background and Updates === *Sevenfold rise in cancelled deals Chinese overseas deals worth almost $75bn were cancelled last year as a regulatory clampdown and restrictions on foreign exchange caused 30 acquisitions with European and US groups to fall through. But Chinese groups are still buying at a rapid pace — direct investment into the US and Europe more than doubled to a record $94.2bn in 2016. (FT 2017-02-07) === Prep Call 2016-06-06 === Decided to reschedule event in September. *Reach a larger audience *Explore co-branding with Chinese investor organizations *Connect with George Hoguet's China Initiative - great way to kick off the effort Follow-up: *Doodle to select September (or early October) date - Amy *Share questions, topics among team - Brian Toth *Meet with George to discuss (Michael, Stephanie) *Plan July coffee/call with George, team and interested organizations (Stephanie, Soo, Yifei?, Michael?) === Conference call 2015-11-09 === Brian was in Boston last week for meetings.....talked with Amy about mentoring program. '''Summary''' We will take a broad-based approach, presenting a framework of the sources of Chinese FDI: :*Sovereign :*Quasi-sovereign :*Private Companies :*Citizens then discussing the different ways these sources are currently investing outside of China, including examples, the impact the investments are having on economics/markets/sectors and emerging investment trends. The consensus is that the "FDI take" on China is timely, of interest to many different constituencies and has not received much attention. Presenting the landscape gives all attendees a framework for understanding the players and issues (which are interconnected) with the examples providing targeted information in specific areas (public markets, private wealth, macro focus, etc.). Provisionally, Les and Kevin would come to Boston to participate on the panel. We will follow up by by exchanging ideas and contacts/resources for other potential panelists. A lunch session (where three may be the maxmium number of panelists) is the default choice, but we can consider other formats to accommodate a larger number of speakers or an alternate structure (full-group panel(s) followed by a breakout for institutional/individual investors. === Brian Toth 2015-10-30 === Debrief from the NY session. Went very well *Moderator very experienced, understood audience *Panel knew what they knew and what they didn't *Had planned 45m presentation 15m question; did 30m/30m and that worked well *Wide ranging discussion of topics the media doesn't cover. Brian learned a lot. *Set up a call next week to introduce me to the panel. For example: *Volatility - real economy is humming along *Investment ideas - macro perspective *State of Chinese Hedge Fund industry - how many funds are out there; expect a shake-out *What are the true economic numbers? :*6.9% growth last quarter - is that real? :*2 - 4% fluff *Regional politicians get promotions, more $ when they deliver bigger growth numbers *Kevin Chen - Japanese professor study...60 years of Chinese economcy :*Numbers were real until 1978 :*Shift to market economy....that's when gaming the numbers started *Kevin Chen - put forward questions on Chinese overseas acquisitions *Moderator - good perspective Covers energy *Analyst by trade....retail, consumer products, energy *In transition now...looking to get back into energy...renewable energy *Credit analyst - have to be adaptable learning sectors Topics: === Brian Toth 2015-10-23 === Happy to help. Their event was organized in May. Paul Smith is an expert in the Asia Hedge Fund industry. Looked at some of his old YouTube videos. Was able to distinguish the difference between Asian Hedge Funds and Euro/US. Euro/US didn't get market. After China crash, morph into not just Asia/China, but opportunities out of market crash. Paul is an expert on what's going on there right now. Commodities expert, *Keith Black from CAIA - what the hell is going on there? *Kevin Chin - hedge fund manager, 2-year old start-up *Les Bacquariann Moderator - tied in to lots of people in Hedge Fund industry Have event on Thursday. Will have podcast. Listen how it unfolds. Kevin is in NY; in entrepreneurial phrase.....probably willing to come to Boston. Gave him my pitch. Great point. Glad you made it. That was part of their conversation. Impact on South America. They are commodity exporters; hit hard. Dollar denominated debt. Will have podcast out there by next Friday. Can listen to it. Right now biggest concern - Africa.....South America. Above capacity - room about 90. Issues with Princeton Club.... *Kevin publicized to Asian business groups - may be able to id similar groups in Boston *We'll do CAIA, etc. Mentorship at BSAS - Amy Pepe Follow-up: *Brian will let me know how the event went *We will listen to podcast *Re-connect with Brian for introductions to Kevin and Les *Kevin brought up the South America question, so he may be a good panelist for us :*In entrepreneurial phase, so may be willing to come to Boston *Les as a resource === Daniel O'Connor === As we were finishing our first meeting, someone had the very good idea of reaching out to Paul Smith through CFA Institute. *Before becoming President, Paul was the head of CFA Institute in Asia. *Stephanie connected me to Daniel O'Connor. Director of Institutional Partnerships, who works closely with Paul. We talked on {{color||2015-08-27}} *I explained to Dan what we were looking for. He liked the idea and promised to do some research. Dan's reply on {{color||2015-10-07}} *It was a pleasure speaking with you and I apologize for my delay in circling back to you regarding BSAS’ idea for a China-focused session. *The '''New York Hedge Fund Roundtable is hosting a similar session later this month''' on Oct 29th in NY and Paul Smith will be participating as part of the panel. *While Paul’s travel schedule may not bring him back to Boston for a while after his trip later this month, I thought that one of the other panelists '''Kevin Chen''' (CIO and co-founder of hedge fund Three Mountain Capital) might be a good SME to engage. I believe Kevin’s based in NY and I have included '''Brian Toth''', CFA from NYHFR so that he might facilitate an introduction. :*Brian: Thanks for your assistance. Michael is an active member of BSAS and approached me recently regarding their desire to organize a session regarding China and FDI impacts. *I will keep my ears and eyes open for other potential speakers for BSAS of course. === Previous items === '''Impact of Chinese overseas investment''' - through FDI and/or the assets of the overseas Chinese population - on global industries and markets. *China Business Review [http://www.chinabusinessreview.com/the-rise-in-chinese-overseas-investment-and-what-it-means-for-american-businesses/ article] on The Rise in Chinese Overseas Investment and What It Means for American Businesses - {{color||2012-07-01}}, Daniel Rosen, The Rhodium Group *Note to Daniel O'Connor, CFA Institute, seeking speaker candidates :*Connection to Paul Smith (though he didn't seem to want to commit to asking Paul directly) :*Will send to CFA Institute China Country Manager === From 2014-15 discussion === *The focus of sessions on China tends to be about the economy and markets in China itself. Yet Chinese Foreign Direct investment is having a huge impact around the world - investment and ownership of large enterprises (Lenovo/IBM, Smithfield Foods) and infrastructure investments in the developing world are two examples. And there is a very large population of overseas Chinese with great wealth actively investing and building businesses. *A session would explore the global impact and implications of these trends. *This is a topic that Eric and Michael Greis discussed in 2013/14 *Eric knows someone who would be an excellent presenter, but he is now located in Beijing after having been at Harvard. Eric will follow up to see if he has any plans to visit the area. :*Eric was never able to connect with him. ---- 601cn9p8z3n37lcmkfxcz3wvlalcoht 783 782 2024-05-24T04:54:38Z Michael 1 1 revision imported 782 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project event|}} *Title: '''{{SUBPAGENAME}}''' *Status: '''[[project status::active]]''' as of '''[[event date::2016-06-16]]''' *Event Listing: [http://www.bsas.org/store/events/registration.aspx?event=060616&expand=TRUE BSAS web site] == Description == Event title: '''China Outward Foreign Direct Investment - What We Need to Know As Investors''' The focus of sessions on China tends to be about the economy and markets in China itself. Yet Chinese Foreign Direct investment is having a huge impact in the US and around the world. The Chinese have become the biggest foreign buyers of US real estate in terms of units, dollar volume and price paid in 2015 and continues to be a significant investor in the global real estate markets. China's outbound foreign direct investment, including corporate mergers, acquisitions, and start-ups, is estimated to grow from $744 billion in 2015 to $2 trillion by 2020. The largest acquisition by a Chinese company so far is China National Chemical Corp's takeover of Syngenta, a Swiss agrochemical giant, for $43 billion. Other examples of enterprises owned by China include General Electric's appliance division, Volvo, America's largest pork producer Smithfield, AMC Theaters, Legendary Picture, and the world's largest wholesale technology product distributor Ingram Micro. Our panelists will explore different sources and ways of investing outside of China by Chinese individuals and institutions and the impact of these investments on various economies and markets, as well as emerging investing trends. Meet the Panelists: *Les Baquiran, Alpine Capital Advisors and Pinebase *Brian Chen, Partner & Portfolio Manager, Clough Capital *Kevin Chen, Pureheart Moderator: *Brian Toth, CFA '''Les Baquiran''' founded Alpine, a firm with offices in New York, focused on advising and raising capital for companies and investment managers. He was also the founder of Pinebase, a media platform that will soon launch a Chinese language version focused on overseas investments. Prior he was a Principal at Park Hill, a division of Blackstone where he covered North and South American investors and Funds in the Americas, Europe and Asia. He has worked on over 50 fundraisings during his career. Prior to Blackstone, he was a Managing Director at ISI Group (now Evercore), covering investors in the Americas, Asia and Australia, opening the firms' first relationships in Korea, Brazil, New Zealand and Malaysia. He began his career at Brown Brothers Harriman as an equity research analyst. '''Brian Chen''' joined Clough Capital in 2010 and currently serves as Portfolio Manager for the Clough Asia Fund. Brian has over 20 years of Asia investment industry experience. Prior to joining the firm, Brian was an Analyst at Liberty Square Asset Management and Grosvenor Street Capital concentrating on public equities, and at ChinaVest, on the private equity side. He also has extensive Wall Street experience, working for Salomon Brothers, Credit Suisse First Boston, and ING- Barings. He has been investing in Asia since 1991, first in private equity and then in the public equity markets. Brian holds an MBA from Columbia Business School and a BA from Duke University. He also has held a Chartered Financial Analyst designation since 2000. '''Kevin Chen''' is currently an advisor for Pureheart, a fund management company with global macro focus. He is also a co-founder of Pinebase, a media platform that will soon launch a Chinese language portal focused on overseas investments. Kevin is an Adjunct Assistant Professor, New York University and serves as a guest speaker at Fordham University, Pace University, and IESE Business School. He is a member of the Adjunct Advisory Committee of SPS, New York University, a member of the Economic Club of New York and fellow of the Foreign Policy Association. Brian also serves as Co-Chair of the New York Finance Forum. He earned his PhD in Finance from the Financial Asset Management Engineering Center at University of Lausanne, Switzerland and his Master's degree in Finance, Center for Economic Research, Tilburg University in the Netherlands at August 2001. Kevin completed hi B.A. degree in Economics from the Renmin University of China in Beijing, China, July 1998. '''Brian Toth''', CFA, is an independent consultant and high-yield credit analyst with 11+ years of experience in corporate credit analysis, counterparty credit risk assessment and sovereign risk determination. He has diversified experience across energy and retail sectors, as well as consumer products and services, and has expertise in high-yield, investment grade and distressed securities. Most recently, in 2013, Brian was a Private Equity Consultant for APG Asset Management, where he performed due diligence on leveraged buyout funds. Prior, from 2011-2012, he was with APG Asset Management as a Credit Analyst Consultant and was responsible for the energy and retail sectors. Brian's additional experience includes his time as a Personal Investor (2008-2011), with Paloma Partners (2006-2008), and Babson Capital Management as a Director and Senior Credit Analyst, and Associate Director (2001-2006). Brian is on the Management Committee at the New York Hedge Fund Roundtable. Brian is on the Special Committee (Task Force) of the Fixed-Income Analysts Society Board. Brian received an MBA from the Simon School (University of Rochester) in 2001 and received a BS from SUNY/Buffalo in 1990. Brian has been a CFA charter holder since 1998. === Archive === (From my summary note to Dan O'Connor) The approach we want to take is exploring the impact of Chinese overseas investment - through FDI and/or the assets of the overseas Chinese population - on global industries and markets. *It's an idea we first surfaced last year in the Global Equities program committee, so we envisioned a focus on specific industries/sectors or geographies. :*That said, the session could include other asset classes. *A single speaker, or two speakers discussing different aspects, would be the preferred format. Our programs are most often lunch sessions lasting about 1 1/2 hours. *Content should drive format, so we can adapt accordingly. == Notes == === Background and Updates === *Sevenfold rise in cancelled deals Chinese overseas deals worth almost $75bn were cancelled last year as a regulatory clampdown and restrictions on foreign exchange caused 30 acquisitions with European and US groups to fall through. But Chinese groups are still buying at a rapid pace — direct investment into the US and Europe more than doubled to a record $94.2bn in 2016. (FT 2017-02-07) === Prep Call 2016-06-06 === Decided to reschedule event in September. *Reach a larger audience *Explore co-branding with Chinese investor organizations *Connect with George Hoguet's China Initiative - great way to kick off the effort Follow-up: *Doodle to select September (or early October) date - Amy *Share questions, topics among team - Brian Toth *Meet with George to discuss (Michael, Stephanie) *Plan July coffee/call with George, team and interested organizations (Stephanie, Soo, Yifei?, Michael?) === Conference call 2015-11-09 === Brian was in Boston last week for meetings.....talked with Amy about mentoring program. '''Summary''' We will take a broad-based approach, presenting a framework of the sources of Chinese FDI: :*Sovereign :*Quasi-sovereign :*Private Companies :*Citizens then discussing the different ways these sources are currently investing outside of China, including examples, the impact the investments are having on economics/markets/sectors and emerging investment trends. The consensus is that the "FDI take" on China is timely, of interest to many different constituencies and has not received much attention. Presenting the landscape gives all attendees a framework for understanding the players and issues (which are interconnected) with the examples providing targeted information in specific areas (public markets, private wealth, macro focus, etc.). Provisionally, Les and Kevin would come to Boston to participate on the panel. We will follow up by by exchanging ideas and contacts/resources for other potential panelists. A lunch session (where three may be the maxmium number of panelists) is the default choice, but we can consider other formats to accommodate a larger number of speakers or an alternate structure (full-group panel(s) followed by a breakout for institutional/individual investors. === Brian Toth 2015-10-30 === Debrief from the NY session. Went very well *Moderator very experienced, understood audience *Panel knew what they knew and what they didn't *Had planned 45m presentation 15m question; did 30m/30m and that worked well *Wide ranging discussion of topics the media doesn't cover. Brian learned a lot. *Set up a call next week to introduce me to the panel. For example: *Volatility - real economy is humming along *Investment ideas - macro perspective *State of Chinese Hedge Fund industry - how many funds are out there; expect a shake-out *What are the true economic numbers? :*6.9% growth last quarter - is that real? :*2 - 4% fluff *Regional politicians get promotions, more $ when they deliver bigger growth numbers *Kevin Chen - Japanese professor study...60 years of Chinese economcy :*Numbers were real until 1978 :*Shift to market economy....that's when gaming the numbers started *Kevin Chen - put forward questions on Chinese overseas acquisitions *Moderator - good perspective Covers energy *Analyst by trade....retail, consumer products, energy *In transition now...looking to get back into energy...renewable energy *Credit analyst - have to be adaptable learning sectors Topics: === Brian Toth 2015-10-23 === Happy to help. Their event was organized in May. Paul Smith is an expert in the Asia Hedge Fund industry. Looked at some of his old YouTube videos. Was able to distinguish the difference between Asian Hedge Funds and Euro/US. Euro/US didn't get market. After China crash, morph into not just Asia/China, but opportunities out of market crash. Paul is an expert on what's going on there right now. Commodities expert, *Keith Black from CAIA - what the hell is going on there? *Kevin Chin - hedge fund manager, 2-year old start-up *Les Bacquariann Moderator - tied in to lots of people in Hedge Fund industry Have event on Thursday. Will have podcast. Listen how it unfolds. Kevin is in NY; in entrepreneurial phrase.....probably willing to come to Boston. Gave him my pitch. Great point. Glad you made it. That was part of their conversation. Impact on South America. They are commodity exporters; hit hard. Dollar denominated debt. Will have podcast out there by next Friday. Can listen to it. Right now biggest concern - Africa.....South America. Above capacity - room about 90. Issues with Princeton Club.... *Kevin publicized to Asian business groups - may be able to id similar groups in Boston *We'll do CAIA, etc. Mentorship at BSAS - Amy Pepe Follow-up: *Brian will let me know how the event went *We will listen to podcast *Re-connect with Brian for introductions to Kevin and Les *Kevin brought up the South America question, so he may be a good panelist for us :*In entrepreneurial phase, so may be willing to come to Boston *Les as a resource === Daniel O'Connor === As we were finishing our first meeting, someone had the very good idea of reaching out to Paul Smith through CFA Institute. *Before becoming President, Paul was the head of CFA Institute in Asia. *Stephanie connected me to Daniel O'Connor. Director of Institutional Partnerships, who works closely with Paul. We talked on {{color||2015-08-27}} *I explained to Dan what we were looking for. He liked the idea and promised to do some research. Dan's reply on {{color||2015-10-07}} *It was a pleasure speaking with you and I apologize for my delay in circling back to you regarding BSAS’ idea for a China-focused session. *The '''New York Hedge Fund Roundtable is hosting a similar session later this month''' on Oct 29th in NY and Paul Smith will be participating as part of the panel. *While Paul’s travel schedule may not bring him back to Boston for a while after his trip later this month, I thought that one of the other panelists '''Kevin Chen''' (CIO and co-founder of hedge fund Three Mountain Capital) might be a good SME to engage. I believe Kevin’s based in NY and I have included '''Brian Toth''', CFA from NYHFR so that he might facilitate an introduction. :*Brian: Thanks for your assistance. Michael is an active member of BSAS and approached me recently regarding their desire to organize a session regarding China and FDI impacts. *I will keep my ears and eyes open for other potential speakers for BSAS of course. === Previous items === '''Impact of Chinese overseas investment''' - through FDI and/or the assets of the overseas Chinese population - on global industries and markets. *China Business Review [http://www.chinabusinessreview.com/the-rise-in-chinese-overseas-investment-and-what-it-means-for-american-businesses/ article] on The Rise in Chinese Overseas Investment and What It Means for American Businesses - {{color||2012-07-01}}, Daniel Rosen, The Rhodium Group *Note to Daniel O'Connor, CFA Institute, seeking speaker candidates :*Connection to Paul Smith (though he didn't seem to want to commit to asking Paul directly) :*Will send to CFA Institute China Country Manager === From 2014-15 discussion === *The focus of sessions on China tends to be about the economy and markets in China itself. Yet Chinese Foreign Direct investment is having a huge impact around the world - investment and ownership of large enterprises (Lenovo/IBM, Smithfield Foods) and infrastructure investments in the developing world are two examples. And there is a very large population of overseas Chinese with great wealth actively investing and building businesses. *A session would explore the global impact and implications of these trends. *This is a topic that Eric and Michael Greis discussed in 2013/14 *Eric knows someone who would be an excellent presenter, but he is now located in Beijing after having been at Harvard. Eric will follow up to see if he has any plans to visit the area. :*Eric was never able to connect with him. ---- 601cn9p8z3n37lcmkfxcz3wvlalcoht 0 408 784 2020-11-30T23:54:25Z Greis>Michael 0 784 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|seminar|BSAS/Global Equities Program Committee 2012-13}} *Title: '''Impact Investing''' *Status: '''[[project status::completed]]''' on '''[[activity date::2013-04-03]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Nate Riley]], [[contributed to::Jose Luis Rojas]], [[contributed to::Damon Barglow]] == Session Description and Details == *[[Media:Impact Investing panel April 3rd.pdf|Session Description]] (PDF) *[[Media:Impact Investing Panel flow and logistics final.pdf|Flow and logistics for panelists]] (PDF) Both files and source documents in <tt>\Documents\Career\BSAS\Impact Investing</tt> *[http://bsas.org/BSAS_Programs_Events/PEC01-01.asp?ID=401 Link to BSAS Registration] *Lauren confirmed with hotel that we can try recording from their mixer to an iPhone *Publicity notes send 3/27 and on *Finalized flow and logistics sent to panelists 3/26 *Prep conference call held with panelists 3/20 == Status == Confirmed Participants: :*[[contributed to::Luther Ragin]], [[contributed to::GIIN]] (MJG) :*[[contributed to::Matt Patsky]], [[contributed to::Trillium Asset Management]] (Jose-Luis) :*[[contributed to::Kyle Johnson]], [[contributed to::Cambridge Associates]] (Damon) :*[[contributed to::Dan Fireside]], [[contributed to::Equal Exchange]] (Jose-Luis) To-do: :*Note to team on prep conference call with panelists ::*Draft note to panelists ::*Target week of 3/11 ::*Preliminary call for team next week? :*Session description for Lauren ::*Include Panelist bios == Definition == Draws from both GIIN and Wikipedia definitions: Impact investments are investments made into companies, organizations, and funds with the intention to generate measurable social and environmental impact alongside a financial return. Impact Investments can be made across a range of asset classes, and can be made in both emerging and developed markets. Impact investors seek to create positive social returns and may take active roles in their investments. Impact investments target a range of returns from below market to market rate, depending upon the circumstances. CFA Institute online reader survey {{color||2013-07-11}} :*Do investment professionals know about impact investing? We asked this question in our latest Newsbrief survey. A clear majority (65%) of the 727 respondents are unaware of impact investing. Around 20% are aware of impact investing but understand it vaguely. That leaves us with only about 15% of respondents who think they are aware of impact investing and understand it clearly. == Reference == *[http://vimeo.com/51879625 2012 SRI Conference Presentation] - Impact Investing: Legal Developments that Are Shaping Impact Investing Strategies == Planning == === 2012-10-26 === *Luther confirmed for ''2013-04-03'' *Note to team asking them to confirm others === 2012-10-23 === *{{color||2012-10-23}} - Reserved '''Tuesday, March 19th''' and '''Wednesday, April 3rd''' on BSAS calendar :*Note to Luther :*Note to team Note to group 2012-10-19. === Luther Ragin === Conversation with Luther 2012-10-19 Very willing to participate *Not in Boston next few months *Will be teaching at Kennedy School '''late March - May''' :*In Boston Tuesdays - Thursdays *If want to schedule then, he is delighted to participate Thoughts/suggestions based on our proposed agenda :*Impact Investment opportunities are available across all asset classes :*Good information available at the [http://www.thegiin.org GIIN web site] === 2012-10-11 Call follow-up === Session outline from 2012-10-11 conference call: :*Luther Ragin - MJG to follow up :*Randy Rice - Luis to follow up :*Kyle Johnson - Damon to confirm :*Equal Exchange - Dan Fireside - Willing to participate {{color||2012-10-26}} - Luther Ragin confirmed for '''April 3rd, 2012'''. Waiting for others. === 2012-10-11 Conference Call === 2012-10-11 Conference call with program sub-group Participants :*Nate Riley - (discuss definition?) :*Jose Luis :*Damon Barglow Objectives: :*Definition of impact investing - what are we trying to communicate? :*concrete structure :*short session description :*target audience for the session *'''GIIN definition''' - Impact investments are investments made into companies, organizations, and funds with the intention to generate measurable social and environmental impact alongside a financial return. They can be made in both emerging and developed markets, and target a range of returns from below market to market rate, depending upon the circumstances. *'''[http://en.wikipedia.org/wiki/Impact_investing Wikipedia definition]''' - Impact investing refers to investments made based on the practice of assessing not only the financial return on investment, but also the social and environmental impacts of the investment that happen in the course of the operations of the business and the consumption of the product or service which the business creates. They are investments made into companies, organizations, and funds with the intention to generate measurable social and environmental impact alongside a financial return. Impact investments can be made in both emerging and developed markets, and target a range of returns from below market to market rate, depending upon the circumstances. An impact investor seeks to create social good or improve the health of the environment, as well as achieve financial returns. :The investor may take an active role mentoring or leading the growth of the company,[1] similar to the way a venture capital firm assists in the growth of an early-stage company. Impact investors seek to create positive social returns. Criteria to evaluate social and/or environmental performance are an integrated component of the investment process. In contrast, the term socially responsible investing generally refers to minimizing negative impacts; these investors may include negative screening criteria as part of their investment decisions.[2][3] The investor may take an active role mentoring or leading the growth of the company,[1] similar to the way a venture capital firm assists in the growth of an early-stage company. Impact investors seek to create positive social returns. Criteria to evaluate social and/or environmental performance are an integrated component of the investment process. In contrast, the term socially responsible investing generally refers to minimizing negative impacts; these investors may include negative screening criteria as part of their investment decisions.[2][3] *Luther Ragin - CEO GIIN :*12 years as VP Investments Heron Foundation :*Damon - knows him; great speaker :* *Damon's session idea :So far we have Kyle Johnson - the impact investing expert at cambridge associates and Michelle knight at silverbridge advisors lined up. We are just looking for a third person to cover alternative investing. We are ideally shooting for a November event. Discussion: Definition: :*Damon - takes a broad view - ESG, values-based, mission-investing :*Nate - Jose Luis said one broad definition - going beyond traditional ESG screens. But should we narrow further? People in the community say it's far beyond. :*Jose Luis - shouldn't bunch everything together :*MJG - generating a measurable impact :*Damon - agrees with that....good way to bring in people by being focused Randy Rice - Trillium :*They do both - SRI and impact. Can discuss differences Kyle Johnson - Cambridge Associates How about someone who does direct investments? :*Damon - Kyle can speak to that. :*Brainstorm with Lisa Sebasta - Tom Bird Assonen Capital (PE/VC) ::*Tracy Pelangian of Social Finance ::*Eric Becker - Clean Yield? NH? works with Slow Money Jose Luis - someone benefiting from impact investing - Equal Exchange.... Facilitator: :*Luther Ragin :*Randy Rice :*Kyle Johnson :*Tom Bird - Sonnet Capital - Direct investment :*Equal Exchange - Dan Fireside :* Other ideas: :*Environmentally-oriented investing.... :*Alternative ---- [[Category:BSAS Programs|Impact Investing]] ajp8ghlnllrqy4qb8jhvy9gsopy2y76 785 784 2024-05-24T04:54:38Z Michael 1 1 revision imported 784 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|seminar|BSAS/Global Equities Program Committee 2012-13}} *Title: '''Impact Investing''' *Status: '''[[project status::completed]]''' on '''[[activity date::2013-04-03]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Nate Riley]], [[contributed to::Jose Luis Rojas]], [[contributed to::Damon Barglow]] == Session Description and Details == *[[Media:Impact Investing panel April 3rd.pdf|Session Description]] (PDF) *[[Media:Impact Investing Panel flow and logistics final.pdf|Flow and logistics for panelists]] (PDF) Both files and source documents in <tt>\Documents\Career\BSAS\Impact Investing</tt> *[http://bsas.org/BSAS_Programs_Events/PEC01-01.asp?ID=401 Link to BSAS Registration] *Lauren confirmed with hotel that we can try recording from their mixer to an iPhone *Publicity notes send 3/27 and on *Finalized flow and logistics sent to panelists 3/26 *Prep conference call held with panelists 3/20 == Status == Confirmed Participants: :*[[contributed to::Luther Ragin]], [[contributed to::GIIN]] (MJG) :*[[contributed to::Matt Patsky]], [[contributed to::Trillium Asset Management]] (Jose-Luis) :*[[contributed to::Kyle Johnson]], [[contributed to::Cambridge Associates]] (Damon) :*[[contributed to::Dan Fireside]], [[contributed to::Equal Exchange]] (Jose-Luis) To-do: :*Note to team on prep conference call with panelists ::*Draft note to panelists ::*Target week of 3/11 ::*Preliminary call for team next week? :*Session description for Lauren ::*Include Panelist bios == Definition == Draws from both GIIN and Wikipedia definitions: Impact investments are investments made into companies, organizations, and funds with the intention to generate measurable social and environmental impact alongside a financial return. Impact Investments can be made across a range of asset classes, and can be made in both emerging and developed markets. Impact investors seek to create positive social returns and may take active roles in their investments. Impact investments target a range of returns from below market to market rate, depending upon the circumstances. CFA Institute online reader survey {{color||2013-07-11}} :*Do investment professionals know about impact investing? We asked this question in our latest Newsbrief survey. A clear majority (65%) of the 727 respondents are unaware of impact investing. Around 20% are aware of impact investing but understand it vaguely. That leaves us with only about 15% of respondents who think they are aware of impact investing and understand it clearly. == Reference == *[http://vimeo.com/51879625 2012 SRI Conference Presentation] - Impact Investing: Legal Developments that Are Shaping Impact Investing Strategies == Planning == === 2012-10-26 === *Luther confirmed for ''2013-04-03'' *Note to team asking them to confirm others === 2012-10-23 === *{{color||2012-10-23}} - Reserved '''Tuesday, March 19th''' and '''Wednesday, April 3rd''' on BSAS calendar :*Note to Luther :*Note to team Note to group 2012-10-19. === Luther Ragin === Conversation with Luther 2012-10-19 Very willing to participate *Not in Boston next few months *Will be teaching at Kennedy School '''late March - May''' :*In Boston Tuesdays - Thursdays *If want to schedule then, he is delighted to participate Thoughts/suggestions based on our proposed agenda :*Impact Investment opportunities are available across all asset classes :*Good information available at the [http://www.thegiin.org GIIN web site] === 2012-10-11 Call follow-up === Session outline from 2012-10-11 conference call: :*Luther Ragin - MJG to follow up :*Randy Rice - Luis to follow up :*Kyle Johnson - Damon to confirm :*Equal Exchange - Dan Fireside - Willing to participate {{color||2012-10-26}} - Luther Ragin confirmed for '''April 3rd, 2012'''. Waiting for others. === 2012-10-11 Conference Call === 2012-10-11 Conference call with program sub-group Participants :*Nate Riley - (discuss definition?) :*Jose Luis :*Damon Barglow Objectives: :*Definition of impact investing - what are we trying to communicate? :*concrete structure :*short session description :*target audience for the session *'''GIIN definition''' - Impact investments are investments made into companies, organizations, and funds with the intention to generate measurable social and environmental impact alongside a financial return. They can be made in both emerging and developed markets, and target a range of returns from below market to market rate, depending upon the circumstances. *'''[http://en.wikipedia.org/wiki/Impact_investing Wikipedia definition]''' - Impact investing refers to investments made based on the practice of assessing not only the financial return on investment, but also the social and environmental impacts of the investment that happen in the course of the operations of the business and the consumption of the product or service which the business creates. They are investments made into companies, organizations, and funds with the intention to generate measurable social and environmental impact alongside a financial return. Impact investments can be made in both emerging and developed markets, and target a range of returns from below market to market rate, depending upon the circumstances. An impact investor seeks to create social good or improve the health of the environment, as well as achieve financial returns. :The investor may take an active role mentoring or leading the growth of the company,[1] similar to the way a venture capital firm assists in the growth of an early-stage company. Impact investors seek to create positive social returns. Criteria to evaluate social and/or environmental performance are an integrated component of the investment process. In contrast, the term socially responsible investing generally refers to minimizing negative impacts; these investors may include negative screening criteria as part of their investment decisions.[2][3] The investor may take an active role mentoring or leading the growth of the company,[1] similar to the way a venture capital firm assists in the growth of an early-stage company. Impact investors seek to create positive social returns. Criteria to evaluate social and/or environmental performance are an integrated component of the investment process. In contrast, the term socially responsible investing generally refers to minimizing negative impacts; these investors may include negative screening criteria as part of their investment decisions.[2][3] *Luther Ragin - CEO GIIN :*12 years as VP Investments Heron Foundation :*Damon - knows him; great speaker :* *Damon's session idea :So far we have Kyle Johnson - the impact investing expert at cambridge associates and Michelle knight at silverbridge advisors lined up. We are just looking for a third person to cover alternative investing. We are ideally shooting for a November event. Discussion: Definition: :*Damon - takes a broad view - ESG, values-based, mission-investing :*Nate - Jose Luis said one broad definition - going beyond traditional ESG screens. But should we narrow further? People in the community say it's far beyond. :*Jose Luis - shouldn't bunch everything together :*MJG - generating a measurable impact :*Damon - agrees with that....good way to bring in people by being focused Randy Rice - Trillium :*They do both - SRI and impact. Can discuss differences Kyle Johnson - Cambridge Associates How about someone who does direct investments? :*Damon - Kyle can speak to that. :*Brainstorm with Lisa Sebasta - Tom Bird Assonen Capital (PE/VC) ::*Tracy Pelangian of Social Finance ::*Eric Becker - Clean Yield? NH? works with Slow Money Jose Luis - someone benefiting from impact investing - Equal Exchange.... Facilitator: :*Luther Ragin :*Randy Rice :*Kyle Johnson :*Tom Bird - Sonnet Capital - Direct investment :*Equal Exchange - Dan Fireside :* Other ideas: :*Environmentally-oriented investing.... :*Alternative ---- [[Category:BSAS Programs|Impact Investing]] ajp8ghlnllrqy4qb8jhvy9gsopy2y76 0 409 786 2013-01-28T18:15:25Z Greis>Michael 0 786 wikitext text/x-wiki Team: George Patterson, Ariel Fromer, Brian Davies and Michael Greis == Status == *Session held {{color||2013-01-23}} :*30+ attendees *{{color||2012-11-01}} :*We will go with Rod only and target 1/23 :*I will talk to Rod to get a blurb and develop an outline :*Ariel will draw up and circulate a list of related topics ::*I will circulate that to the Global Equities team and the other chairs :*Check-in on those items by 11/15 :*Plan a call with Rod and the team shortly after 1/1/13 :*Plan outreach :*Send information from Amar to team; also explore which committee/who to talk with about having Amar do a judgement talk *{{color||2012-10-23}} - Note to team :*Suggested several possible ideas for responses/implications topic :*Schedule Conference call to discuss :*Reserved dates on BSAS calendar - '''Wednesday, January 23''' and '''Thursday, February 7th''' *[http://www.cfapubs.org/doi/pdf/10.2469/faj.v68.n2.7 Link to article] on CFA site == Conference Call 2012-11-01 == *George - meeting with MSCI - say get request from lots of people :*Any ideas? *Both Ariel and George don't see an obvious pairing *Makes sense to do just Rod - and then follow-up sessions :*Trading-related issues *Brian - implications for active management would draw a huge crowd, but can't think of anyone *Dan Matheson - Credit Suisse - did great talk on algorithmic trading and correlation. But having sell-side guy not so good? *George - other place - Axioma (?) done some research, but vendor-focused talk == Conference Call 2012-10-29 == *Had to reschedule call - difficulty reaching conference service due to strom. == Rod Sullivan 2012-10-23 == *Morningstar Panel :*Good discussion :*Other panelist in industry, so mostly defended industry :*Some argument that rising correlations are part of economic cycles *What to do about it? :*Takes more stocks to maintain diversification ::*If have tracking error target and needed 60 stocks to maintain target; now need 120 stocks ::*Global diversification needed. All panelists agreed. *What are implications for asset management? :*Are markets becoming more micro-inefficient? - If so, more opportunities for active management :*But if more correlated *Role of judgement :*Becoming more important :*Systematic quantitative *Is this happening in the fixed income markets? *Find an approach to security selection that is more uncorrelated :*Run portfolio selection to look at the things other people are not looking at ::*Fundamental quality :*Long-short ::*True long-short...beta of zero... *Working with Scott Stewart on a separate panel :*Focused on what we're looking for for FAJ :*Intersection between academia and research :*Sometime next year..Scott and John Minehan *Early in year is pretty good :*Week of 2/18 pretty good :*Otherwise February & March good :*January OK == Amar Bhide == :*e-mail: amar@bhide.net, amar.bhide@tufts.edu :*phone: 617-229-5050 *[http://bhide.net His web site] '''A Call for Judgment:Sensible Finance for a Dynamic Economy''' - 2010, Oxford University Press Summary of HBS Article on a return to judgement in finance, ''The Judgement Deficit'', Sept 2010 *Individual judgment and initiative are essential to the success of the modern capitalist economy. At the same time, rules and centralized systems are needed to bring order and prevent waste. Balancing decentralization and command-and-control modes of decision making has always been a struggle, and organizations have experience managing the tension. In recent times, though, a new form of centralized control has taken root: mechanistic decision making based on top-down statistical models and algorithms. This has been especially true in finance, where risk models have replaced the judgments of thousands of individual bankers and investors, to disastrous effect. The problem with the statistical approach is that it cannot adequately account for the uncertainty inherent in economic decisions or the idiosyncratic nature of human activity. What finance in particular needs is a return to judgment. The author offers some broad guidelines for this: Computerized controls work best with inanimate products and processes that can be physically shielded so that the variations of conditions can be minimized. Computers also shine when, like the configuration of pieces on a chess set, the number of possible outcomes is vast-in fact, this vastness often gives the computer its edge-but they all conform to well-specified rules. Conversely, human judgment is favored when shielding is difficult, outcomes are ambiguous, and the possibilities are open-ended. Ultimately, however, the "right-sizing" of judgment is itself a matter of judgment. == Steve Lydenberg 2012-10-07 == Transcribe notes. == Rod Sullivan 2012-09-25 == Conversation with Rod Sullivan, CFA Institute 2012-09-25 *Visiting Europe last week :*Waving the CFA Institute flag :*Identifying authors and reviewers :*Doing his research Outlined interest in "dark side of indexing" :*High correlations :*Index trading and vulnerability :*How bad is it? :*Did analysis back to 1960 (1960's)? :*Clearly into a new regime on pairwise correlation :*10-20% pairwise correlations have moved to 50% :*This matters and people are interested :*Their thesis - rise in pairwise correlations is due to ETF trading ::*ETF's now 30% of all trading :*What does it mean for active management? Makes is easier or harder? He thinks both *Morningstar [http://im.mstar.com/im/Store/etfi_agenda_12.pdf ETF conference] in Chicago next week (10/3-5) - this topic will be a panel; he will be on it :*Strategic: The Correlation Conundrum—Is the Tail Wagging the Dog? ::Over the past decade, correlations across asset classes have risen along with an increase in passive management and basket trading. Our panelists will discuss these trends and how to better invest in light of this new reality. :*Joel Dickson, Vanguard :*Rodney Sullivan, CFA Institute :*[http://www.statestreet.com/wps/portal/internet/corporate/home/aboutstatestreet/corporateoverview/executiveleaders/executiveleaderdetail/!ut/p/c4/RY3LTsMwEEW_pYussphJgcRZNiCgIgLRtFKbjTV-tLWajCPHgPh7XISE7uIuzn1AD0lMn-5E0XmmAfbQl_J1t0HRFCt8eqwFrl_EW4tdu0REOEBf_XPxvm0Sv39eN-0D4qaA7XXRcbSBbZSTD3FIrv04frDTvy9wyPBLj4NTcrxEOZ8pWJMiqcQxw2vWc-6DcUzhO_8D-eyizVA5fwo0nZ2d85kypGVpzI3AW12I6s7U9VGV9VGjoqISRlvoLMtdB9OFlFgtFj_MGe3k/ David Mazza], State Street Global Advisors - ETF Strategist :*Jason Zweig did a piece in the WSJ :*Reuters is publishing something How to put it together? :*Panels - can be great, different opinions, but can't get under the hood :*Can do a 45 minutes session himself; can envision multiple presentations *Jack Bogle's new book, Clash of Cultures, references Rodney's article favorably :*So not all index/ETF people automatically oppose the idea *Is this an opening for Steve Lydenberg's ideas/involvement? :*Others looking at this, but not coming to any strong conclusions yet ---- [[Category:BSAS Programs|Index Risk and Correlation]] fxm4e0iqdbeksggg8ccy9gcjzft7kxz 787 786 2024-05-24T04:54:38Z Michael 1 1 revision imported 786 wikitext text/x-wiki Team: George Patterson, Ariel Fromer, Brian Davies and Michael Greis == Status == *Session held {{color||2013-01-23}} :*30+ attendees *{{color||2012-11-01}} :*We will go with Rod only and target 1/23 :*I will talk to Rod to get a blurb and develop an outline :*Ariel will draw up and circulate a list of related topics ::*I will circulate that to the Global Equities team and the other chairs :*Check-in on those items by 11/15 :*Plan a call with Rod and the team shortly after 1/1/13 :*Plan outreach :*Send information from Amar to team; also explore which committee/who to talk with about having Amar do a judgement talk *{{color||2012-10-23}} - Note to team :*Suggested several possible ideas for responses/implications topic :*Schedule Conference call to discuss :*Reserved dates on BSAS calendar - '''Wednesday, January 23''' and '''Thursday, February 7th''' *[http://www.cfapubs.org/doi/pdf/10.2469/faj.v68.n2.7 Link to article] on CFA site == Conference Call 2012-11-01 == *George - meeting with MSCI - say get request from lots of people :*Any ideas? *Both Ariel and George don't see an obvious pairing *Makes sense to do just Rod - and then follow-up sessions :*Trading-related issues *Brian - implications for active management would draw a huge crowd, but can't think of anyone *Dan Matheson - Credit Suisse - did great talk on algorithmic trading and correlation. But having sell-side guy not so good? *George - other place - Axioma (?) done some research, but vendor-focused talk == Conference Call 2012-10-29 == *Had to reschedule call - difficulty reaching conference service due to strom. == Rod Sullivan 2012-10-23 == *Morningstar Panel :*Good discussion :*Other panelist in industry, so mostly defended industry :*Some argument that rising correlations are part of economic cycles *What to do about it? :*Takes more stocks to maintain diversification ::*If have tracking error target and needed 60 stocks to maintain target; now need 120 stocks ::*Global diversification needed. All panelists agreed. *What are implications for asset management? :*Are markets becoming more micro-inefficient? - If so, more opportunities for active management :*But if more correlated *Role of judgement :*Becoming more important :*Systematic quantitative *Is this happening in the fixed income markets? *Find an approach to security selection that is more uncorrelated :*Run portfolio selection to look at the things other people are not looking at ::*Fundamental quality :*Long-short ::*True long-short...beta of zero... *Working with Scott Stewart on a separate panel :*Focused on what we're looking for for FAJ :*Intersection between academia and research :*Sometime next year..Scott and John Minehan *Early in year is pretty good :*Week of 2/18 pretty good :*Otherwise February & March good :*January OK == Amar Bhide == :*e-mail: amar@bhide.net, amar.bhide@tufts.edu :*phone: 617-229-5050 *[http://bhide.net His web site] '''A Call for Judgment:Sensible Finance for a Dynamic Economy''' - 2010, Oxford University Press Summary of HBS Article on a return to judgement in finance, ''The Judgement Deficit'', Sept 2010 *Individual judgment and initiative are essential to the success of the modern capitalist economy. At the same time, rules and centralized systems are needed to bring order and prevent waste. Balancing decentralization and command-and-control modes of decision making has always been a struggle, and organizations have experience managing the tension. In recent times, though, a new form of centralized control has taken root: mechanistic decision making based on top-down statistical models and algorithms. This has been especially true in finance, where risk models have replaced the judgments of thousands of individual bankers and investors, to disastrous effect. The problem with the statistical approach is that it cannot adequately account for the uncertainty inherent in economic decisions or the idiosyncratic nature of human activity. What finance in particular needs is a return to judgment. The author offers some broad guidelines for this: Computerized controls work best with inanimate products and processes that can be physically shielded so that the variations of conditions can be minimized. Computers also shine when, like the configuration of pieces on a chess set, the number of possible outcomes is vast-in fact, this vastness often gives the computer its edge-but they all conform to well-specified rules. Conversely, human judgment is favored when shielding is difficult, outcomes are ambiguous, and the possibilities are open-ended. Ultimately, however, the "right-sizing" of judgment is itself a matter of judgment. == Steve Lydenberg 2012-10-07 == Transcribe notes. == Rod Sullivan 2012-09-25 == Conversation with Rod Sullivan, CFA Institute 2012-09-25 *Visiting Europe last week :*Waving the CFA Institute flag :*Identifying authors and reviewers :*Doing his research Outlined interest in "dark side of indexing" :*High correlations :*Index trading and vulnerability :*How bad is it? :*Did analysis back to 1960 (1960's)? :*Clearly into a new regime on pairwise correlation :*10-20% pairwise correlations have moved to 50% :*This matters and people are interested :*Their thesis - rise in pairwise correlations is due to ETF trading ::*ETF's now 30% of all trading :*What does it mean for active management? Makes is easier or harder? He thinks both *Morningstar [http://im.mstar.com/im/Store/etfi_agenda_12.pdf ETF conference] in Chicago next week (10/3-5) - this topic will be a panel; he will be on it :*Strategic: The Correlation Conundrum—Is the Tail Wagging the Dog? ::Over the past decade, correlations across asset classes have risen along with an increase in passive management and basket trading. Our panelists will discuss these trends and how to better invest in light of this new reality. :*Joel Dickson, Vanguard :*Rodney Sullivan, CFA Institute :*[http://www.statestreet.com/wps/portal/internet/corporate/home/aboutstatestreet/corporateoverview/executiveleaders/executiveleaderdetail/!ut/p/c4/RY3LTsMwEEW_pYussphJgcRZNiCgIgLRtFKbjTV-tLWajCPHgPh7XISE7uIuzn1AD0lMn-5E0XmmAfbQl_J1t0HRFCt8eqwFrl_EW4tdu0REOEBf_XPxvm0Sv39eN-0D4qaA7XXRcbSBbZSTD3FIrv04frDTvy9wyPBLj4NTcrxEOZ8pWJMiqcQxw2vWc-6DcUzhO_8D-eyizVA5fwo0nZ2d85kypGVpzI3AW12I6s7U9VGV9VGjoqISRlvoLMtdB9OFlFgtFj_MGe3k/ David Mazza], State Street Global Advisors - ETF Strategist :*Jason Zweig did a piece in the WSJ :*Reuters is publishing something How to put it together? :*Panels - can be great, different opinions, but can't get under the hood :*Can do a 45 minutes session himself; can envision multiple presentations *Jack Bogle's new book, Clash of Cultures, references Rodney's article favorably :*So not all index/ETF people automatically oppose the idea *Is this an opening for Steve Lydenberg's ideas/involvement? :*Others looking at this, but not coming to any strong conclusions yet ---- [[Category:BSAS Programs|Index Risk and Correlation]] fxm4e0iqdbeksggg8ccy9gcjzft7kxz 0 410 788 2012-04-16T16:01:10Z Greis>Michael 0 788 wikitext text/x-wiki *Electrification of Transportation - a panel discussion :*Scheduled for '''April 24th, 2012''' :*[http://www.riverbendadvisors.com/blog/2012/04/electrification-of-transportation-a-disruptive-event/ Summary] from Riverbend Advisors blog :*Planning details in RBA mail, BSAS folder :*Panelists ::*Michael Granoff - A Better Place ::*Ron Minsk - Electrification Coalition ::*Itay Michaeli - Citigroup Global Markets ---- == Short strawman == *Outlined for September, 2011 meeting We can use as our starting point the concept we outlined in the spring and which George presented to the meeting.- how a sustainability-related "what if" scenario might affect the analysis, valuation and future prospects of a major industry (if electrification of vehicles proceeds much more rapidly than anticipated, how does that affect the automotive industry and other parts of the transportation sector?). == Original strawman == *February, 2011 *Discussed at March sub-committee meeting *To be discussed and considered at September 21st meeting An industry-focused panel would appeal to the more traditional analyst/manager audience by presenting an industry they deal with through a sustainability lens. There are a number of potential industries we could look at for such a panel - utilities, automotive or transportation came to mind. The panel would present a significant trend or development and ask how it might transform an industry for which we've had a long-standing, well-understood and predictable valuation model. Here are two such trends that could have that impact on the automotive industry, or the transportation industry more broadly: *Energy scarcity and security, climate change and pollution are combining to drive the electrification of transporation. *Changing views on auto ownership among younger generations in the US and the trend toward "urban cars" in the crowded and growing metropolises in the rest of the world Such a panel might include: *A person with insight and expertise on the trend, to set the stage *An automotive industry analyst to articulate the baseline scenario and how they look at and incorporate potentially disruptive developments *A sustainability-focused analyst to articulate how they analyze the industry in light of the trend *A representative of an organization like CERES that delves into the sustainability exposures and postures of major industries ---- rq3mb2pfxiixn9w5pq8s341pkgaopae 789 788 2024-05-24T04:54:38Z Michael 1 1 revision imported 788 wikitext text/x-wiki *Electrification of Transportation - a panel discussion :*Scheduled for '''April 24th, 2012''' :*[http://www.riverbendadvisors.com/blog/2012/04/electrification-of-transportation-a-disruptive-event/ Summary] from Riverbend Advisors blog :*Planning details in RBA mail, BSAS folder :*Panelists ::*Michael Granoff - A Better Place ::*Ron Minsk - Electrification Coalition ::*Itay Michaeli - Citigroup Global Markets ---- == Short strawman == *Outlined for September, 2011 meeting We can use as our starting point the concept we outlined in the spring and which George presented to the meeting.- how a sustainability-related "what if" scenario might affect the analysis, valuation and future prospects of a major industry (if electrification of vehicles proceeds much more rapidly than anticipated, how does that affect the automotive industry and other parts of the transportation sector?). == Original strawman == *February, 2011 *Discussed at March sub-committee meeting *To be discussed and considered at September 21st meeting An industry-focused panel would appeal to the more traditional analyst/manager audience by presenting an industry they deal with through a sustainability lens. There are a number of potential industries we could look at for such a panel - utilities, automotive or transportation came to mind. The panel would present a significant trend or development and ask how it might transform an industry for which we've had a long-standing, well-understood and predictable valuation model. Here are two such trends that could have that impact on the automotive industry, or the transportation industry more broadly: *Energy scarcity and security, climate change and pollution are combining to drive the electrification of transporation. *Changing views on auto ownership among younger generations in the US and the trend toward "urban cars" in the crowded and growing metropolises in the rest of the world Such a panel might include: *A person with insight and expertise on the trend, to set the stage *An automotive industry analyst to articulate the baseline scenario and how they look at and incorporate potentially disruptive developments *A sustainability-focused analyst to articulate how they analyze the industry in light of the trend *A representative of an organization like CERES that delves into the sustainability exposures and postures of major industries ---- rq3mb2pfxiixn9w5pq8s341pkgaopae 0 411 790 2015-12-18T17:07:45Z Greis>Michael 0 790 wikitext text/x-wiki == 2015-12-16 Call with NYSSA == Participating: *[[involved::Steve Loren]] *[[involved::Pete Rozelli]] (organized several recent events) *[[involved::Hank Boerner]] *[[involved::Lou Coppolla]] Others mentioned: *Agnes Tereschenko, CDP (or was she participating?) *Drianne Benner (member/chair, not at the meeting) *Fern Jones - studied at MIT *Rick Alexander - B-Labs (treasurer?) *Kate Starr - co-chaired last year's SI event; has agreed to do this year's *Andrew Kane (?) - co-chaired last year's SI event *[[referenced::Zach Oleksiuk]] - Blackrock ESG Americas; NYSSA Corporate Governence Committee === Spring 2016 event === '''Key Conclusions/Decisions''' *Kate Starr will lead/chair the event *To be held at NYSSA *NYSSA will hold {{color||2015-05-24}} and {{color||2015-05-25}} *MJG will collaborate - work with Steve on follow-up Will be done as collaboration with Value Committee '''Location''' Always had free space MSCI co-sponsored past events *Great space, handle all organization, free *NYSSA space not free, hard to bring in non-members Bloomberg - great space and location *Kate a contact *But they would want an institutionally-focused event Zicklin - will co-sponsor *make space available if event doesn't charge *Big space, (could do breakouts), handle 200 people *Provide food & drink, including alcohol Research at Zicklin - looking at S&P 500 *appropriate for the event NYSSA - *Has cost, may be challenging for non-members to attend *After talking with them Steve thinks we can do it at NYSSA at no cost to members, nominal cost to non-members '''Theme''' - Quantifying ESG? *Of less interest to retail investors? Have they considered tracking? *Can't really do in the (donated) space '''Date''' *Target - May :*March as previous is too soon *NYSSA - Have two dates :5/16, 5/20, 5/23-25, 6/2, 6/24, 6/27, 6/28 :*They can reserve two - will take 5/24 & 5/25 Possible conflict/competitive *Skytop - 21st Century Corporation 2015-05-19 :*New event, not the 2016 version of 2015 event I participated in *sponsors :*ETF Providers :*RIAs New NYSSA CEO - hasn't yet developed guidelines for sponsorships '''Organization''' *Need a leader - who? '''Sponsors''' *Haven't done it in the past *Responded to their query about how we did ours. '''Zack Oleksiuk''' - Head of ESG Americas, Blackrock. Steve can approach him for sponsorship. :*Zack is Chair of NYSSA Corporate Governance Committee - committee has been inactive for a few years; may fold into sustainable investing committee. :*Possible connection for [[referenced::BSAS]] '''Speakers and Topics''' MSCI Women on Board Governance *Sally Krawchuk - Elevate *Serafeim *Stout Q3-Q4 2016 - for database, CFA platform *Martin Stencke from PRI as a keynote speaker *Rock Creek Capital CEO - Hedge Fund, Fund or Funds NY === Last year's event === *Academic perspective - George Serafeim recent research *Asset Managers implementing :*G..... S :*Great Lakes Investing :*Bruce (my friend from other events?) :*Arabesque *Advisors *'''Anna S?''' - Merrill Lynch - their projects === Other items === Steve - would love to get [[referenced::Andrew Lo[[ and [[referenced::Robert Schiller]] for an event on financial systems innovations that would be good for the market. Both have proposed multiple ideas. Steve - Brought head of PRI to meet with [[involved::Martin Skanke]] (check spelling), chair of NYSSA board. Skanke was CEO (?) of Norway's Sovereign Wealth Fund. Very engaged in conversation. Steve suggests they will look at doing more with PRI. n4os4isaghhk3flumv7g1e3e0bfbf8g 791 790 2024-05-24T04:54:38Z Michael 1 1 revision imported 790 wikitext text/x-wiki == 2015-12-16 Call with NYSSA == Participating: *[[involved::Steve Loren]] *[[involved::Pete Rozelli]] (organized several recent events) *[[involved::Hank Boerner]] *[[involved::Lou Coppolla]] Others mentioned: *Agnes Tereschenko, CDP (or was she participating?) *Drianne Benner (member/chair, not at the meeting) *Fern Jones - studied at MIT *Rick Alexander - B-Labs (treasurer?) *Kate Starr - co-chaired last year's SI event; has agreed to do this year's *Andrew Kane (?) - co-chaired last year's SI event *[[referenced::Zach Oleksiuk]] - Blackrock ESG Americas; NYSSA Corporate Governence Committee === Spring 2016 event === '''Key Conclusions/Decisions''' *Kate Starr will lead/chair the event *To be held at NYSSA *NYSSA will hold {{color||2015-05-24}} and {{color||2015-05-25}} *MJG will collaborate - work with Steve on follow-up Will be done as collaboration with Value Committee '''Location''' Always had free space MSCI co-sponsored past events *Great space, handle all organization, free *NYSSA space not free, hard to bring in non-members Bloomberg - great space and location *Kate a contact *But they would want an institutionally-focused event Zicklin - will co-sponsor *make space available if event doesn't charge *Big space, (could do breakouts), handle 200 people *Provide food & drink, including alcohol Research at Zicklin - looking at S&P 500 *appropriate for the event NYSSA - *Has cost, may be challenging for non-members to attend *After talking with them Steve thinks we can do it at NYSSA at no cost to members, nominal cost to non-members '''Theme''' - Quantifying ESG? *Of less interest to retail investors? Have they considered tracking? *Can't really do in the (donated) space '''Date''' *Target - May :*March as previous is too soon *NYSSA - Have two dates :5/16, 5/20, 5/23-25, 6/2, 6/24, 6/27, 6/28 :*They can reserve two - will take 5/24 & 5/25 Possible conflict/competitive *Skytop - 21st Century Corporation 2015-05-19 :*New event, not the 2016 version of 2015 event I participated in *sponsors :*ETF Providers :*RIAs New NYSSA CEO - hasn't yet developed guidelines for sponsorships '''Organization''' *Need a leader - who? '''Sponsors''' *Haven't done it in the past *Responded to their query about how we did ours. '''Zack Oleksiuk''' - Head of ESG Americas, Blackrock. Steve can approach him for sponsorship. :*Zack is Chair of NYSSA Corporate Governance Committee - committee has been inactive for a few years; may fold into sustainable investing committee. :*Possible connection for [[referenced::BSAS]] '''Speakers and Topics''' MSCI Women on Board Governance *Sally Krawchuk - Elevate *Serafeim *Stout Q3-Q4 2016 - for database, CFA platform *Martin Stencke from PRI as a keynote speaker *Rock Creek Capital CEO - Hedge Fund, Fund or Funds NY === Last year's event === *Academic perspective - George Serafeim recent research *Asset Managers implementing :*G..... S :*Great Lakes Investing :*Bruce (my friend from other events?) :*Arabesque *Advisors *'''Anna S?''' - Merrill Lynch - their projects === Other items === Steve - would love to get [[referenced::Andrew Lo[[ and [[referenced::Robert Schiller]] for an event on financial systems innovations that would be good for the market. Both have proposed multiple ideas. Steve - Brought head of PRI to meet with [[involved::Martin Skanke]] (check spelling), chair of NYSSA board. Skanke was CEO (?) of Norway's Sovereign Wealth Fund. Very engaged in conversation. Steve suggests they will look at doing more with PRI. n4os4isaghhk3flumv7g1e3e0bfbf8g 0 412 792 2011-11-28T02:53:17Z Greis>Michael 0 /* My Prep */ 792 wikitext text/x-wiki *Session scheduled for '''November 29th''', 2011 at 6:00 pm *Will be held at the Zicklin Center for Corporate Integrity, Zicklin School of Business,Baruch College :*[http://zicklin.baruch.cuny.edu/centers/zcci/events/sec-climate-change-disclosure-requirements-what-you-need-to-know Zicklin posting] *Sponsored and co-promoted by NY SSA and Zicklin Center *Panel :*Adam Kanzer, Domini Funds :*Jim Coburn, CERES :*Karoline Barwinsky, Clearbridge Advisors :*TBD?, Corporate Speaker :*MJG, Moderator === My Prep === *[http://hosted2.ap.org/APDEFAULT/89ae8247abe8493fae24405546e9a1aa/Article_2011-11-26-Clean%20Air%20Politics/id-b0c690b0d07a4f04afc56b2c46b5c0a2 On EPA rules, companies tell two different stories] - AP article by Larry Margasak {{color||2011-11-25}} *2011 UN Climate conference in Durban *Review bios *My bio :*Add to Zicklin site? === Prep Conference Call 2011-11-22 === :*Thanks for participating :*Apologies for e-mail problems :*Baruch reports about 100 registrations, expects 80 attendees *Adam - request for rule :*IAC sub-committee requested SEC eyes & ears on developments :*IAC disbanded before could come to vote :*Struggle convincing SEC that this is important :*Equally convincing some investors on committee - lots of education :*Heard that senior SEC staff person - no future rulemaking without clear Congressional mandate ::*If get one, will construe it narrowly :*Systems and data internally to get this information :*Carbon tracker - report about 6 months ago - carbon bubble; if burn all accessible fossil fuel, will be way beyond 2 degree change. If not, will have a lot of stranded assets :*What we're seeing ::*ISS study results ::*Bring in issue of SEC ::*Only 5 enforcement actions in environmental in all time have been disclosing ::* :*Call to action ::*Study by Bob Eccles & Bloomberg data :::*Bloomberg has published ESG data for several years - many investors are looking at it ::*Adam had heard consistently that mainstream analysts never ask about ES factors. ::*Even when companies talk about it, the analysts don't ask :::*Ideological bent, bent of MPT...don't need to worry about this === Flow Outline === :*What the disclosure requirements are (and aren't) (Adam) ::*It's not a new rule ::*Categories... ::*Not just bad things ::*Could plug in any other sustainability issue - :*What's missing / what's needed - limitations on concept of materiality (Adam) :*Frameworks for disclosure (Karoline) ::*INCR, CDP.... :*Guidelines on good disclosure (Jim) ::*CERES report :*Attorney perspective on disclosures and guidance provided to corporate executives (Jim) ::*Implications for what analysts then see :*Corporate perspective on good disclosure - why it's important to the business (TBD if we don't have a corporate participant) ::*Risk, business value ::*Contrast expectations of US and European investors :*Analyst perspective on what to look for in disclosure (Karoline) :*Early results on what companies are disclosing (Karoline) :*Observed disconnect (Adam) ::*Companies providing comprehensive disclosure and strategic view frustrated by analysts who never ask questions on it :*Seizing the opportunity for analysts and asset managers to influence disclosure going forward (Adam, Karoline) === Status Updates === '''Status''' - {{color||2011-10-12}} :*Working to confirm analyst ::*Mary Jane ( ) at Clearbridge Advisors may not be available ::*She is recommending one of her team ::*Waiting for confirmation :*Corporate speaker ::*Still no response from David Lodemore ::*Jim Coburn seeking other candidates from CERES corporate partners ::*Carbon tracker report - what happens when markets ignore outcomes? :*Time frame - short term versus long term ::*This has most impact over long term Update this with notes from mail. ---- d5pbk1vdzgx7p772off85u1mrz11h47 793 792 2024-05-24T04:54:38Z Michael 1 1 revision imported 792 wikitext text/x-wiki *Session scheduled for '''November 29th''', 2011 at 6:00 pm *Will be held at the Zicklin Center for Corporate Integrity, Zicklin School of Business,Baruch College :*[http://zicklin.baruch.cuny.edu/centers/zcci/events/sec-climate-change-disclosure-requirements-what-you-need-to-know Zicklin posting] *Sponsored and co-promoted by NY SSA and Zicklin Center *Panel :*Adam Kanzer, Domini Funds :*Jim Coburn, CERES :*Karoline Barwinsky, Clearbridge Advisors :*TBD?, Corporate Speaker :*MJG, Moderator === My Prep === *[http://hosted2.ap.org/APDEFAULT/89ae8247abe8493fae24405546e9a1aa/Article_2011-11-26-Clean%20Air%20Politics/id-b0c690b0d07a4f04afc56b2c46b5c0a2 On EPA rules, companies tell two different stories] - AP article by Larry Margasak {{color||2011-11-25}} *2011 UN Climate conference in Durban *Review bios *My bio :*Add to Zicklin site? === Prep Conference Call 2011-11-22 === :*Thanks for participating :*Apologies for e-mail problems :*Baruch reports about 100 registrations, expects 80 attendees *Adam - request for rule :*IAC sub-committee requested SEC eyes & ears on developments :*IAC disbanded before could come to vote :*Struggle convincing SEC that this is important :*Equally convincing some investors on committee - lots of education :*Heard that senior SEC staff person - no future rulemaking without clear Congressional mandate ::*If get one, will construe it narrowly :*Systems and data internally to get this information :*Carbon tracker - report about 6 months ago - carbon bubble; if burn all accessible fossil fuel, will be way beyond 2 degree change. If not, will have a lot of stranded assets :*What we're seeing ::*ISS study results ::*Bring in issue of SEC ::*Only 5 enforcement actions in environmental in all time have been disclosing ::* :*Call to action ::*Study by Bob Eccles & Bloomberg data :::*Bloomberg has published ESG data for several years - many investors are looking at it ::*Adam had heard consistently that mainstream analysts never ask about ES factors. ::*Even when companies talk about it, the analysts don't ask :::*Ideological bent, bent of MPT...don't need to worry about this === Flow Outline === :*What the disclosure requirements are (and aren't) (Adam) ::*It's not a new rule ::*Categories... ::*Not just bad things ::*Could plug in any other sustainability issue - :*What's missing / what's needed - limitations on concept of materiality (Adam) :*Frameworks for disclosure (Karoline) ::*INCR, CDP.... :*Guidelines on good disclosure (Jim) ::*CERES report :*Attorney perspective on disclosures and guidance provided to corporate executives (Jim) ::*Implications for what analysts then see :*Corporate perspective on good disclosure - why it's important to the business (TBD if we don't have a corporate participant) ::*Risk, business value ::*Contrast expectations of US and European investors :*Analyst perspective on what to look for in disclosure (Karoline) :*Early results on what companies are disclosing (Karoline) :*Observed disconnect (Adam) ::*Companies providing comprehensive disclosure and strategic view frustrated by analysts who never ask questions on it :*Seizing the opportunity for analysts and asset managers to influence disclosure going forward (Adam, Karoline) === Status Updates === '''Status''' - {{color||2011-10-12}} :*Working to confirm analyst ::*Mary Jane ( ) at Clearbridge Advisors may not be available ::*She is recommending one of her team ::*Waiting for confirmation :*Corporate speaker ::*Still no response from David Lodemore ::*Jim Coburn seeking other candidates from CERES corporate partners ::*Carbon tracker report - what happens when markets ignore outcomes? :*Time frame - short term versus long term ::*This has most impact over long term Update this with notes from mail. ---- d5pbk1vdzgx7p772off85u1mrz11h47 0 413 794 2017-02-01T20:42:22Z Greis>Michael 0 794 wikitext text/x-wiki The '''[[BSAS/Nominating Committee 2015|Nominating Committee]]''' [[shortname::{{SUBPAGENAME}}| ]] is a [[entity of::BSAS]] [[activity type::work project]] that nominates a slate of directors and executive committee members for presentation the BSAS annual meeting in the spring. *Holds regular meetings/conference calls *[[project status::completed]] spring 2015 [[is a member of::Michael Greis]] was invited to be a member of the 2015 Nominating Committee. The Committee is chaired by BSAS Chair [[is a member of::Alice Avanian]] and includes: *Immediate past chair [[is a member of::Pamela Yang]] *Past Chair [[is a member of::Dan Fasciano]] *[[is a member of::George Mellman]] *[[is a member of::Jeanne Wolf]] {{ProjectParentPage}} 4x83k7lmfcm8bz6f14e92jacrtnq922 795 794 2024-05-24T04:54:38Z Michael 1 1 revision imported 794 wikitext text/x-wiki The '''[[BSAS/Nominating Committee 2015|Nominating Committee]]''' [[shortname::{{SUBPAGENAME}}| ]] is a [[entity of::BSAS]] [[activity type::work project]] that nominates a slate of directors and executive committee members for presentation the BSAS annual meeting in the spring. *Holds regular meetings/conference calls *[[project status::completed]] spring 2015 [[is a member of::Michael Greis]] was invited to be a member of the 2015 Nominating Committee. The Committee is chaired by BSAS Chair [[is a member of::Alice Avanian]] and includes: *Immediate past chair [[is a member of::Pamela Yang]] *Past Chair [[is a member of::Dan Fasciano]] *[[is a member of::George Mellman]] *[[is a member of::Jeanne Wolf]] {{ProjectParentPage}} 4x83k7lmfcm8bz6f14e92jacrtnq922 0 414 796 2015-02-16T20:48:41Z Greis>Michael 0 796 wikitext text/x-wiki {{ProjectSubPage|recurring meeting|}} Conference call to review feedback on initial list of candidates, discus next steps. *Next meeting - week of February 23rd == Rob Fernandez == Report on my research on Rob Fernandez Talked with *'''Nicholas Elfner''', Senior VP at Breckinridge Capital Advisors, who nominated Rob *'''Martha Hodgman''', recently retired as Executive VP and PM at Breckinridge Summary: *Moving him forward for continuing considering == Mike Mullaney == *Talked with two people about Mike. Sent some information. *Also talked with Mike a while ago about his volunteering. He was surprised - said he hasn't really been involved. *But is a good, committed member of the industry. *Time is right in my career to get involved. *Beyond mid-career at this point, toward being a luminary *Not a charterholder, but his network is pretty good. Dan's summary - somewhere between "filling a need" and "luminary". Not planting flag, but supportive. *Solid, ethical, engaging, caring & committee professional Questions: *Alice - how large is Fiduciary Trust? :*Have $11 billion under "supervision", but are trust company, so don't fill out SEC forms :*Thinks this *Michael - what is he adding? :*Like a Roberge (who is leaving) *Pam - like a Perry Traquino :*Dan - puts him in with Perry, Kathleen ::*What's the right number? Are we a little light? Defer to Chair. Summary: *Remove him from consideration for this year - not a member *Suggest he join and get involved *Keep him on the list :*Building a wall or trying to create a bridge/path? *Dan to talk with him == Bob Persons == George Mellman researched Bob. *Two past Presidents spoke highly of him (Chris & Mike Roberge) *Mike (who is leaving the board) nominated him *Very good fixed income professional *Very solid candidate across the board *Has not been that involved *Would be OK with suggesting stepping up his involvement and considering him next year or beyond *Last year, Mike was on nominating committee. Looking at board, with him rolling off, we are not well represented on the board by our biggest firms :*Fidelity, MFS, Wellington Jeanne: *MFS has been a good partner and sponsor Summary: *Leave him in yes - continue to consider him, but revisit. == Perry Traquino == Pam Yang is researching him. *Has a dinner set up with him on February 11th *Retired CEO of Wellington *Long career in senior management at Wellington *Has been involved - was a research judge several years ago *Luminary, network *Time and interest since his retirement at the end of 2014 == Shirley Mills == Jeanne Wolf *A lot on her plate *Not interested this year, but please keep her in consideration for future *She suggested we invite those we're considering to a board meeting Summary: *Keep her on the list for future years == Connie Everson == Pam Yang - had contacts with Connie in the fall *Has sent Connie an e-mail asking if she's still interested == Tom Bavin == Jeanne provided update *He is working with Stephanie, Jeanne on data analysis group *Long involvement in the education side, education committee as instructor (continuing to instruct fro Kaplan) Pam Yang: *Strong supporter of Tom *When Pam was chair of education first time (not having come up through the ranks), Tom in first meeting said, as PE writer and instructor - attendance is going down, what are we going to do differently? *He set in motion the work that led to partnership with Kaplan/Schweser *Went from staring to lose money to the opposite - cash flow positive *Already on board Dan: *Loves Dan, known him a long time *Felt that his onboarding was not strong *Seemed a little disenfranchised, lost. Strategic requirements felt a little awkward to him. *If Pam feels he's all in, he's 100% behind him Pam: *She will meet with Dan Summary: *Yes, tentative == Leah Hirshfield == Pam: *Wants to put in a good word for her *Young Leaders & Financial Literacy *Very engaged and supportive Alice: *Leah is going to the CFA regional conference next month Summary: *Keep her on tentative list == Executive Committee == Begin thinking about this - who we nominate may affect how many total candidates we will need *'''George Hoguet''' has expressed interest in being Vice Chair (Alice) :*Great! Everyone loves him; he is clearly a luminary. ::*So won't have to stretch for another luminary. :*Means he would be on the board for the next five years Pam: *Likes the idea of pumping some new blood into the Executive Committee *Jeff Augustine may not be moving into a new role *Chris Foti doing a great job with Programs; willing to do it another year Dan: *Where does Chris see that he's at? *He was very much on the rise two years ago *Career changes? Alice - Scott said he could see Jeff as Vice Chair; surprised her. Dan - sees Executive Committee as up or out *Does like to see some continuity, though *Alice and Dan got stuck on the way up - two years in jobs, swapping jobs *Want new ideas on exec, but also continuity of vision. Alice - Jeff not that strong Summary of perspective positions: *Chair - Scott Stewart *Vice Chair - George Hoguet *Secretary - (not Jeff...) *Treasurer - (replace George) *Past Chair - Alice Pam: not considering removing Jeff completely? :*But then he would have to take an open director slot :*Could get a one year slot Who are potential candidates for secretary or treasurer? *Bill Richardson (Pam) - for Secretary? Strong consensus *Susan Farris (Pam) - follow up? :*Most don't know him well; doing mentorship and one other Pam - will reach out to Bill Richardson Alice - won't ask Scott what he thinks of Jeff (agreed) '''Stacey Marino''' *Alice - agree up or out :*Pam - she did miss some big data meetings; some level of unresponsiveness MJG - have 6 candidates; could need 6 people. Should we be looking for more? *Dan - suggests Alice begin working on second list now....may need them (Pam & Jeanne can help) :*Had people come in late last year who are good board members/candidates *Alice - thanks; wasn't doing the math. Good idea and will do that. * George - other active leaders - committees, etc., who just weren't nominated? *Jeanne - no one jumpted out at me. 6fd180csx9vv3x2chwvm4l7nfp0rhy6 797 796 2024-05-24T04:54:38Z Michael 1 1 revision imported 796 wikitext text/x-wiki {{ProjectSubPage|recurring meeting|}} Conference call to review feedback on initial list of candidates, discus next steps. *Next meeting - week of February 23rd == Rob Fernandez == Report on my research on Rob Fernandez Talked with *'''Nicholas Elfner''', Senior VP at Breckinridge Capital Advisors, who nominated Rob *'''Martha Hodgman''', recently retired as Executive VP and PM at Breckinridge Summary: *Moving him forward for continuing considering == Mike Mullaney == *Talked with two people about Mike. Sent some information. *Also talked with Mike a while ago about his volunteering. He was surprised - said he hasn't really been involved. *But is a good, committed member of the industry. *Time is right in my career to get involved. *Beyond mid-career at this point, toward being a luminary *Not a charterholder, but his network is pretty good. Dan's summary - somewhere between "filling a need" and "luminary". Not planting flag, but supportive. *Solid, ethical, engaging, caring & committee professional Questions: *Alice - how large is Fiduciary Trust? :*Have $11 billion under "supervision", but are trust company, so don't fill out SEC forms :*Thinks this *Michael - what is he adding? :*Like a Roberge (who is leaving) *Pam - like a Perry Traquino :*Dan - puts him in with Perry, Kathleen ::*What's the right number? Are we a little light? Defer to Chair. Summary: *Remove him from consideration for this year - not a member *Suggest he join and get involved *Keep him on the list :*Building a wall or trying to create a bridge/path? *Dan to talk with him == Bob Persons == George Mellman researched Bob. *Two past Presidents spoke highly of him (Chris & Mike Roberge) *Mike (who is leaving the board) nominated him *Very good fixed income professional *Very solid candidate across the board *Has not been that involved *Would be OK with suggesting stepping up his involvement and considering him next year or beyond *Last year, Mike was on nominating committee. Looking at board, with him rolling off, we are not well represented on the board by our biggest firms :*Fidelity, MFS, Wellington Jeanne: *MFS has been a good partner and sponsor Summary: *Leave him in yes - continue to consider him, but revisit. == Perry Traquino == Pam Yang is researching him. *Has a dinner set up with him on February 11th *Retired CEO of Wellington *Long career in senior management at Wellington *Has been involved - was a research judge several years ago *Luminary, network *Time and interest since his retirement at the end of 2014 == Shirley Mills == Jeanne Wolf *A lot on her plate *Not interested this year, but please keep her in consideration for future *She suggested we invite those we're considering to a board meeting Summary: *Keep her on the list for future years == Connie Everson == Pam Yang - had contacts with Connie in the fall *Has sent Connie an e-mail asking if she's still interested == Tom Bavin == Jeanne provided update *He is working with Stephanie, Jeanne on data analysis group *Long involvement in the education side, education committee as instructor (continuing to instruct fro Kaplan) Pam Yang: *Strong supporter of Tom *When Pam was chair of education first time (not having come up through the ranks), Tom in first meeting said, as PE writer and instructor - attendance is going down, what are we going to do differently? *He set in motion the work that led to partnership with Kaplan/Schweser *Went from staring to lose money to the opposite - cash flow positive *Already on board Dan: *Loves Dan, known him a long time *Felt that his onboarding was not strong *Seemed a little disenfranchised, lost. Strategic requirements felt a little awkward to him. *If Pam feels he's all in, he's 100% behind him Pam: *She will meet with Dan Summary: *Yes, tentative == Leah Hirshfield == Pam: *Wants to put in a good word for her *Young Leaders & Financial Literacy *Very engaged and supportive Alice: *Leah is going to the CFA regional conference next month Summary: *Keep her on tentative list == Executive Committee == Begin thinking about this - who we nominate may affect how many total candidates we will need *'''George Hoguet''' has expressed interest in being Vice Chair (Alice) :*Great! Everyone loves him; he is clearly a luminary. ::*So won't have to stretch for another luminary. :*Means he would be on the board for the next five years Pam: *Likes the idea of pumping some new blood into the Executive Committee *Jeff Augustine may not be moving into a new role *Chris Foti doing a great job with Programs; willing to do it another year Dan: *Where does Chris see that he's at? *He was very much on the rise two years ago *Career changes? Alice - Scott said he could see Jeff as Vice Chair; surprised her. Dan - sees Executive Committee as up or out *Does like to see some continuity, though *Alice and Dan got stuck on the way up - two years in jobs, swapping jobs *Want new ideas on exec, but also continuity of vision. Alice - Jeff not that strong Summary of perspective positions: *Chair - Scott Stewart *Vice Chair - George Hoguet *Secretary - (not Jeff...) *Treasurer - (replace George) *Past Chair - Alice Pam: not considering removing Jeff completely? :*But then he would have to take an open director slot :*Could get a one year slot Who are potential candidates for secretary or treasurer? *Bill Richardson (Pam) - for Secretary? Strong consensus *Susan Farris (Pam) - follow up? :*Most don't know him well; doing mentorship and one other Pam - will reach out to Bill Richardson Alice - won't ask Scott what he thinks of Jeff (agreed) '''Stacey Marino''' *Alice - agree up or out :*Pam - she did miss some big data meetings; some level of unresponsiveness MJG - have 6 candidates; could need 6 people. Should we be looking for more? *Dan - suggests Alice begin working on second list now....may need them (Pam & Jeanne can help) :*Had people come in late last year who are good board members/candidates *Alice - thanks; wasn't doing the math. Good idea and will do that. * George - other active leaders - committees, etc., who just weren't nominated? *Jeanne - no one jumpted out at me. 6fd180csx9vv3x2chwvm4l7nfp0rhy6 0 415 798 2012-10-17T23:31:31Z Greis>Michael 0 798 wikitext text/x-wiki == Barney Frank 2012-10-17 == ;What was the cause of the crisis? :Also not CRA or Glass-Steagal :Not ''deregulation'' - '''Non'''-regulation *Private sector economy is the source of '''wealth creation''' and '''innovation''' :*When innovation reaches a critical mass, need regulation to ensure a level playing field *1850's - no national businesses - all local & regional *By 1890's - large national corporations - oil, steel, railroads :*Regulatory response - anti-trust *The emergence of national-scale corporation drove the growth of the stock market - finance capitalism :*Regulatory response - New Deal - SEC, etc. *That worked until the 1980's *Age of financial innovation driven by information technology :*I/T enabled securitization :*Resulted in large amounts of liquidity and capital coming from outside the banking system :*Liquidity and capital are good - but there was no regulatory response :*Large number of financial institutions were not regulated at all :*That's been fixed in Dodd-Frank *'''Sheila Bair''' :* *We weren't getting rid of risk, we were just passing it around :*'''Dodd-Frank''' - risk retention - must keep 5% :*Kravitz anecdote ::*Needed to raise funds to buy a company ::*From Friday to Sunday he was oversubscribed ::*Why? He asked one banker how he could do his due diligence so fast. Response - his people told him he could sell off his share, so he went ahead. *"Most American businesses think competition is a great spectator sport" *Rating agencies acting blindly (and badly) a major source of problems :*requirement for so many investors to only invest in AAA led them to simply depend on the ratings and not do due diligence :*'''Dodd-Frank''' repleased that requirement - don't want investors depending on rating agencies *"If you don't understand it, don't buy it" *80-year old obscure financial regulation allowed Fed to advance AIG $85B :*'''Dodd-Frank''' repealed that provision '''Derivatives''' *'''Derivatives''' a huge threat - were totally unregulated :*Phil Gramm - stuffed a provision in the last appropriation bill of Clinton's Presidency (couldn't be veoted) exemting derivative from regulation. To be fair, Clinton's advisors told him it wouldn't be a big problem. Derivatives should be regulated by one agency, but that won't happen - too much inertia :*CFTC is for the farmers :*SEC is for you "east coast types" ''Too Big To Fail''' *Romney got it wrong on TBTF :*Problem was had two choices with TBTF institutions - insure everything or insure nothing :*Geithner asked for flexibility :*'''Dodd-Frank''' provided it ::*Ensures an orderly liquidation/dissolution of a TBTF institution ('systemically important') ::*Cannot pay any debts unless the institution is dissolved ::*Then the FDIC can choose to pay some debts - those considered important to the stability of the system. Not subject to bankruptcy priorities and fights ::*The FDIC can then recover those funds by an assessment of covered (systemically important) institutions over $50 billion *Sarah Palin was half-right about death panels - Dodd-Frank has them *Some institutions are automatically covered - banks *Others can be included by "discretion" :*Not a single non-bank institution has asked to be covered by TBTF ::*What kind of a "wet kiss" is Dodd-Frank if that's the case? '''Why aren't there more prosecutions?''' *Most of the activity was not strictly illegal *Due process under criminal law :*Ignorance of the law is not excure :*But if the law is ambiguous, can't send you to jail '''Fannie Mae/Freddie Mac''' *Private sector was the problem; F&F followed along :*Chuck Prince - everyone's dancing *Acknowledged he didn't see the F&F problem until late :*Multi-family portfolio did well - still is making money :*Wants to see more rental units *From 1994 - 2006 Republican controlled both houses of Congress :*Dems couldn't do anything :*2004-5 - dems tried to move legislation that would stop institutions from issuing bad mortgages. *F & F should be abolished :*Dodd-Frank - affordable housing trust fund :*He would like to see more rental housing for the poor ::*Not that they shouldn't be homeowners, but it's not right for everyone ::*People who already have a lot to struggle with don't necessarily need the burdens (not just financial) and complexity :*Future of the 30-year mortgage ::*People tell him that, if you want it available, need a guarantee (otherwise it will be priced out of existence) ::*Suggests a federal guarantee that is constructed to breakeven that people pay for. '''Simpson/Bowles''' Need more revenue and spending cuts '''Taxes''' - get real :*Had 39.6% during Clinton years - we prospered :*Talking about $36.90 in additional taxes on $10,000 :*Who, seriously is going to say that they would pass up a chance to earn an additional $10,000 because they'd have to pay $36.90 more in taxes? '''Defense Spending''' *Time to say to the world - we've been protecting you since 1945 on our nickel. You need to pay now. :*Europe defense budgets <1/2 US :*Japan - no defense budget to speak of *Barney does want us to be the strongest nation in the world :*Especially because the other alternatives are so bad (China, Russia?) :*If it were Denmark, he's be OK with that *Our military is the best in the world at what it does :*But it can't make good things happen - it can't bring democracy and civil society *The Soviet Union is gone and their arsenal demob'd or scattered *We built three huge systems to deliver thermonuclear destruction to the Soviet Union :*ICBM :*Strategic Air Command :*Nuclear submarines *He'd say to the Pentagon - "you can have two of the three" '''Public Sector bloat''' (Romney) :*Created 5,000,000 jobs - not enough :*Lost 700,000 public sector jobs in states & municipalities (Federal Government has grown - TSA, etc.) :*Unemployment would be lower otherwise '''November - January gap between Administrations''' *Hoover - FDR (Nov - Mar) - Hoover wanted FDR to do things to address depression; FDR didn't want the blame *Bush - Obama - same problem. :*Obama team said we only have one President at a time - Barney says he's not sure we even had the equivalent of one *TARP done during this time ---- o6zwduzps4viq6l2yosz2chc4pito7s 799 798 2024-05-24T04:54:38Z Michael 1 1 revision imported 798 wikitext text/x-wiki == Barney Frank 2012-10-17 == ;What was the cause of the crisis? :Also not CRA or Glass-Steagal :Not ''deregulation'' - '''Non'''-regulation *Private sector economy is the source of '''wealth creation''' and '''innovation''' :*When innovation reaches a critical mass, need regulation to ensure a level playing field *1850's - no national businesses - all local & regional *By 1890's - large national corporations - oil, steel, railroads :*Regulatory response - anti-trust *The emergence of national-scale corporation drove the growth of the stock market - finance capitalism :*Regulatory response - New Deal - SEC, etc. *That worked until the 1980's *Age of financial innovation driven by information technology :*I/T enabled securitization :*Resulted in large amounts of liquidity and capital coming from outside the banking system :*Liquidity and capital are good - but there was no regulatory response :*Large number of financial institutions were not regulated at all :*That's been fixed in Dodd-Frank *'''Sheila Bair''' :* *We weren't getting rid of risk, we were just passing it around :*'''Dodd-Frank''' - risk retention - must keep 5% :*Kravitz anecdote ::*Needed to raise funds to buy a company ::*From Friday to Sunday he was oversubscribed ::*Why? He asked one banker how he could do his due diligence so fast. Response - his people told him he could sell off his share, so he went ahead. *"Most American businesses think competition is a great spectator sport" *Rating agencies acting blindly (and badly) a major source of problems :*requirement for so many investors to only invest in AAA led them to simply depend on the ratings and not do due diligence :*'''Dodd-Frank''' repleased that requirement - don't want investors depending on rating agencies *"If you don't understand it, don't buy it" *80-year old obscure financial regulation allowed Fed to advance AIG $85B :*'''Dodd-Frank''' repealed that provision '''Derivatives''' *'''Derivatives''' a huge threat - were totally unregulated :*Phil Gramm - stuffed a provision in the last appropriation bill of Clinton's Presidency (couldn't be veoted) exemting derivative from regulation. To be fair, Clinton's advisors told him it wouldn't be a big problem. Derivatives should be regulated by one agency, but that won't happen - too much inertia :*CFTC is for the farmers :*SEC is for you "east coast types" ''Too Big To Fail''' *Romney got it wrong on TBTF :*Problem was had two choices with TBTF institutions - insure everything or insure nothing :*Geithner asked for flexibility :*'''Dodd-Frank''' provided it ::*Ensures an orderly liquidation/dissolution of a TBTF institution ('systemically important') ::*Cannot pay any debts unless the institution is dissolved ::*Then the FDIC can choose to pay some debts - those considered important to the stability of the system. Not subject to bankruptcy priorities and fights ::*The FDIC can then recover those funds by an assessment of covered (systemically important) institutions over $50 billion *Sarah Palin was half-right about death panels - Dodd-Frank has them *Some institutions are automatically covered - banks *Others can be included by "discretion" :*Not a single non-bank institution has asked to be covered by TBTF ::*What kind of a "wet kiss" is Dodd-Frank if that's the case? '''Why aren't there more prosecutions?''' *Most of the activity was not strictly illegal *Due process under criminal law :*Ignorance of the law is not excure :*But if the law is ambiguous, can't send you to jail '''Fannie Mae/Freddie Mac''' *Private sector was the problem; F&F followed along :*Chuck Prince - everyone's dancing *Acknowledged he didn't see the F&F problem until late :*Multi-family portfolio did well - still is making money :*Wants to see more rental units *From 1994 - 2006 Republican controlled both houses of Congress :*Dems couldn't do anything :*2004-5 - dems tried to move legislation that would stop institutions from issuing bad mortgages. *F & F should be abolished :*Dodd-Frank - affordable housing trust fund :*He would like to see more rental housing for the poor ::*Not that they shouldn't be homeowners, but it's not right for everyone ::*People who already have a lot to struggle with don't necessarily need the burdens (not just financial) and complexity :*Future of the 30-year mortgage ::*People tell him that, if you want it available, need a guarantee (otherwise it will be priced out of existence) ::*Suggests a federal guarantee that is constructed to breakeven that people pay for. '''Simpson/Bowles''' Need more revenue and spending cuts '''Taxes''' - get real :*Had 39.6% during Clinton years - we prospered :*Talking about $36.90 in additional taxes on $10,000 :*Who, seriously is going to say that they would pass up a chance to earn an additional $10,000 because they'd have to pay $36.90 more in taxes? '''Defense Spending''' *Time to say to the world - we've been protecting you since 1945 on our nickel. You need to pay now. :*Europe defense budgets <1/2 US :*Japan - no defense budget to speak of *Barney does want us to be the strongest nation in the world :*Especially because the other alternatives are so bad (China, Russia?) :*If it were Denmark, he's be OK with that *Our military is the best in the world at what it does :*But it can't make good things happen - it can't bring democracy and civil society *The Soviet Union is gone and their arsenal demob'd or scattered *We built three huge systems to deliver thermonuclear destruction to the Soviet Union :*ICBM :*Strategic Air Command :*Nuclear submarines *He'd say to the Pentagon - "you can have two of the three" '''Public Sector bloat''' (Romney) :*Created 5,000,000 jobs - not enough :*Lost 700,000 public sector jobs in states & municipalities (Federal Government has grown - TSA, etc.) :*Unemployment would be lower otherwise '''November - January gap between Administrations''' *Hoover - FDR (Nov - Mar) - Hoover wanted FDR to do things to address depression; FDR didn't want the blame *Bush - Obama - same problem. :*Obama team said we only have one President at a time - Barney says he's not sure we even had the equivalent of one *TARP done during this time ---- o6zwduzps4viq6l2yosz2chc4pito7s 0 416 800 2012-10-19T15:21:57Z Greis>Michael 0 800 wikitext text/x-wiki <categorytree>BSAS Programs</categorytree> ---- av63stw34to80wsmcxbsrnt18yzvd9n 801 800 2024-05-24T04:54:38Z Michael 1 1 revision imported 800 wikitext text/x-wiki <categorytree>BSAS Programs</categorytree> ---- av63stw34to80wsmcxbsrnt18yzvd9n 0 417 802 2013-03-29T15:59:24Z Greis>Michael 0 802 wikitext text/x-wiki == BSAS == *On front page and programs page (registration) *e-mail newsletters and reminders to BSAS members *BSAS Social Media - LinkedIn groups, Twitter? :*Should I do these or would staff do it? == Building/using my Sustainability Investing network == *Riverbend Advisors web site :*LinkedIn (mine) :*Twitter? *BSAS SRI "alumni and friends" :*Definition has been variable. Move/add others to "my" network *Building ESG/SRI/Sustainability network :*Start with e-mail list? Use Domino address book to keep current? :*How to connect them to my blog? == Sustainbility organizations and networks == *BASIC listserv *Boston Slow Money - used for II session - document contacts *Sustainable Business Network - used for II session - document contacts == Universities == *BC :*Center for Corporate Social Responsibility :*Carrol School Finance *Northeastern :*Social Enterprise Institute - used for II session - document contacts :*Barry Bluestone *MIT *Harvard *Babson *BU? *Wellesley ---- ke1vva17mp57o1xjiqio9h388jze0kc 803 802 2024-05-24T04:54:38Z Michael 1 1 revision imported 802 wikitext text/x-wiki == BSAS == *On front page and programs page (registration) *e-mail newsletters and reminders to BSAS members *BSAS Social Media - LinkedIn groups, Twitter? :*Should I do these or would staff do it? == Building/using my Sustainability Investing network == *Riverbend Advisors web site :*LinkedIn (mine) :*Twitter? *BSAS SRI "alumni and friends" :*Definition has been variable. Move/add others to "my" network *Building ESG/SRI/Sustainability network :*Start with e-mail list? Use Domino address book to keep current? :*How to connect them to my blog? == Sustainbility organizations and networks == *BASIC listserv *Boston Slow Money - used for II session - document contacts *Sustainable Business Network - used for II session - document contacts == Universities == *BC :*Center for Corporate Social Responsibility :*Carrol School Finance *Northeastern :*Social Enterprise Institute - used for II session - document contacts :*Barry Bluestone *MIT *Harvard *Babson *BU? *Wellesley ---- ke1vva17mp57o1xjiqio9h388jze0kc 0 418 804 2020-11-30T23:29:43Z Greis>Michael 0 804 wikitext text/x-wiki A [[entity of::BSAS/Global Equities Program Committee 2013-14]] [[Activity type::webinar]]. In-depth presentation on using industry-specific SASB standards with examples from Health Care, Financial Services and Technology/Communications. Presented in collaboration with [[entity of::SASB]] *Title: '''How to Use SASB's Sustainability Standards in Investment Analysis''' *Scheduled: '''[[activity date::2014-06-12]]''' *Event Listing: [http://www.bsas.org/store/events/registration.aspx?event=061214&expand=TRUE BSAS web site] == Description == Sustainability data, or information on environmental, social, and governance (ESG) issues, can provide useful insights for investment analysis. This seminar will introduce the Sustainability Accounting Standards Board (SASB) and its evidence based, expert vetted approach to developing standards that address material sustainability issues. Because SASB's standards are developed following the US securities law definition of materiality, investors gain decision-useful and comparable information on sustainability performance. Using SASB's standards for the Health Care, Financials, and Technology and Communications sectors as examples, the webinar will cover how analysts and the capital markets can benefit from SASB's standards and the disclosure of ESG information. The session will be led by [[contributed to::Doug Park]], Director of Education at SASB, and [[contributed to::Bruce Kahn]], Portfolio Manager at Sustainable Insight Capital Management. Analysts, asset owners, investment advisors, investment bankers, and finance professionals will benefit from the ideas presented during the webinar. == Notes == {{color||2014-04-08}} - Confirmed '''June 12th''' webinar date (1:00 pm) *Doug to ID a practitioner *Asked Lauren to schedule check-in call 2014-04-29 :*Confirm second speaker :*Discuss agenda and description :*Discuss publicity {{color||2014-03-28}} - Tentatively picked May 28th for webinar *Waiting for confirmation from Lauren *Doug will then ID a practitioner to participate with him {{color||2014-03-05}} - Global Equities subcommittee meeting *Team reluctant to commit to lunch session - concern that may be too specialized and/or too early :*Probably some reluctance to be seen doing another ESG session, or even just that there are many areas we haven't done anything with yet :*Noel's reluctance - skeptical on SASB and/or concerned that MSCI won't be leveraging it? *Liked presenting it as webinar *Target late spring {{color||2014-01-08}} - Talked with [[contributed to::Doug Park]], Director of Education for SASB *Doug will send me a proposed outline by {{color||2014-01-16}} *I suggested including a practitioner - Doug will explore availability; most would be in NY, but possible *Send note to Shana and Committee - seek expedited approval *Talk to Lauren about possible dates *Follow-up with [[referenced::Steve Lydenberg]] or others? ---- [[Category:BSAS Programs|SASB Industry Standards]] [[Category:Events]] eyuvtna8ozamud6ymb6t0gm46x2fkfa 805 804 2024-05-24T04:54:38Z Michael 1 1 revision imported 804 wikitext text/x-wiki A [[entity of::BSAS/Global Equities Program Committee 2013-14]] [[Activity type::webinar]]. In-depth presentation on using industry-specific SASB standards with examples from Health Care, Financial Services and Technology/Communications. Presented in collaboration with [[entity of::SASB]] *Title: '''How to Use SASB's Sustainability Standards in Investment Analysis''' *Scheduled: '''[[activity date::2014-06-12]]''' *Event Listing: [http://www.bsas.org/store/events/registration.aspx?event=061214&expand=TRUE BSAS web site] == Description == Sustainability data, or information on environmental, social, and governance (ESG) issues, can provide useful insights for investment analysis. This seminar will introduce the Sustainability Accounting Standards Board (SASB) and its evidence based, expert vetted approach to developing standards that address material sustainability issues. Because SASB's standards are developed following the US securities law definition of materiality, investors gain decision-useful and comparable information on sustainability performance. Using SASB's standards for the Health Care, Financials, and Technology and Communications sectors as examples, the webinar will cover how analysts and the capital markets can benefit from SASB's standards and the disclosure of ESG information. The session will be led by [[contributed to::Doug Park]], Director of Education at SASB, and [[contributed to::Bruce Kahn]], Portfolio Manager at Sustainable Insight Capital Management. Analysts, asset owners, investment advisors, investment bankers, and finance professionals will benefit from the ideas presented during the webinar. == Notes == {{color||2014-04-08}} - Confirmed '''June 12th''' webinar date (1:00 pm) *Doug to ID a practitioner *Asked Lauren to schedule check-in call 2014-04-29 :*Confirm second speaker :*Discuss agenda and description :*Discuss publicity {{color||2014-03-28}} - Tentatively picked May 28th for webinar *Waiting for confirmation from Lauren *Doug will then ID a practitioner to participate with him {{color||2014-03-05}} - Global Equities subcommittee meeting *Team reluctant to commit to lunch session - concern that may be too specialized and/or too early :*Probably some reluctance to be seen doing another ESG session, or even just that there are many areas we haven't done anything with yet :*Noel's reluctance - skeptical on SASB and/or concerned that MSCI won't be leveraging it? *Liked presenting it as webinar *Target late spring {{color||2014-01-08}} - Talked with [[contributed to::Doug Park]], Director of Education for SASB *Doug will send me a proposed outline by {{color||2014-01-16}} *I suggested including a practitioner - Doug will explore availability; most would be in NY, but possible *Send note to Shana and Committee - seek expedited approval *Talk to Lauren about possible dates *Follow-up with [[referenced::Steve Lydenberg]] or others? ---- [[Category:BSAS Programs|SASB Industry Standards]] [[Category:Events]] eyuvtna8ozamud6ymb6t0gm46x2fkfa 0 419 806 2012-11-28T20:09:01Z Greis>Michael 0 Created page with "CFA Institute continuing education requirements recommend 2 hours of SER (Standard, Ethics and Regulations) each year. *[http://www.reuters.com/article/2012/08/09/idUS194771+09..." 806 wikitext text/x-wiki CFA Institute continuing education requirements recommend 2 hours of SER (Standard, Ethics and Regulations) each year. *[http://www.reuters.com/article/2012/08/09/idUS194771+09-Aug-2012+BW20120809 Mass PRIM's Executive Director Michael Trotsky selected] to head CFA Institute's Asset Manager Code Advisory Committee - {{color||2012-08-09}} :*How about inviting him to speak at a BSAS program? Certainly more likely to attract an audience than most SER programs. ---- 7zh5lwinnole558u5yxh5pu1o7g4d43 807 806 2024-05-24T04:54:38Z Michael 1 1 revision imported 806 wikitext text/x-wiki CFA Institute continuing education requirements recommend 2 hours of SER (Standard, Ethics and Regulations) each year. *[http://www.reuters.com/article/2012/08/09/idUS194771+09-Aug-2012+BW20120809 Mass PRIM's Executive Director Michael Trotsky selected] to head CFA Institute's Asset Manager Code Advisory Committee - {{color||2012-08-09}} :*How about inviting him to speak at a BSAS program? Certainly more likely to attract an audience than most SER programs. ---- 7zh5lwinnole558u5yxh5pu1o7g4d43 0 420 808 2019-05-29T16:00:16Z Greis>Michael 0 808 wikitext text/x-wiki A [[entity of::BSAS]] [[entity of::Sustainable Investing Seminars]] [[Activity type::project]]. [[project status::active| ]] [[shortname::{{SUBPAGENAME}}| ]] Sustainable Investing events and programs that complement/extend the annual Sustainable Investing seminars. == Create new program == <inputbox> type=create default={{PAGENAME}}/ preload=SeminarBlankTemplate buttonlabel=Create new program record </inputbox> == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> == Programs and Ideas == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} {{ProjectParentPage}} dk2g1c2vuj2qppuasv3l7p4m1i1zk4g 809 808 2024-05-24T04:54:38Z Michael 1 1 revision imported 808 wikitext text/x-wiki A [[entity of::BSAS]] [[entity of::Sustainable Investing Seminars]] [[Activity type::project]]. [[project status::active| ]] [[shortname::{{SUBPAGENAME}}| ]] Sustainable Investing events and programs that complement/extend the annual Sustainable Investing seminars. == Create new program == <inputbox> type=create default={{PAGENAME}}/ preload=SeminarBlankTemplate buttonlabel=Create new program record </inputbox> == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> == Programs and Ideas == {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::seminar]] OR [[entity of::{{PAGENAME}}]] [[activity type::webinar]] | mainlabel = Activity | ?activity type = Activity Type | ?project status = Status | ?event date = Date }} {{ProjectParentPage}} dk2g1c2vuj2qppuasv3l7p4m1i1zk4g 0 421 810 2017-12-08T14:23:12Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{Pr..." 810 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} From the description for the inaugural event (2018-01-17): Our goal is that CFA Society Boston’s sustainable investing initiatives will enable us to become a leading voice for innovation and best practices in this rapidly growing investment management sector. Our events – designed to help mainstream professionals navigate the explosion of approaches and increased client demand – bring together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights. 81f8ts2ggj8xz4tvqyp81q6zsglz349 811 810 2024-05-24T04:54:38Z Michael 1 1 revision imported 810 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} From the description for the inaugural event (2018-01-17): Our goal is that CFA Society Boston’s sustainable investing initiatives will enable us to become a leading voice for innovation and best practices in this rapidly growing investment management sector. Our events – designed to help mainstream professionals navigate the explosion of approaches and increased client demand – bring together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights. 81f8ts2ggj8xz4tvqyp81q6zsglz349 0 422 812 2018-02-22T17:21:00Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, f..." 812 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|Activity Type|}} *Title: '''S-Ray Webinar''' *Status: '''[[project status::active]]''' as of '''[[event date::2015-01-01]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Ciaran McCale]], [[contributed to::Jennifer Djaferis]] [[contributed to::Andreas Feiner]] == Description == == Resources == == Notes == ---- 8q91srnbulf21bkmql36vyo8etb92bw 813 812 2024-05-24T04:54:38Z Michael 1 1 revision imported 812 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> <!-- Note: If the basepage of this new page is NOT the parent project, fill in 2nd parameter below with parent project name --> {{ProjectSubPage|Activity Type|}} *Title: '''S-Ray Webinar''' *Status: '''[[project status::active]]''' as of '''[[event date::2015-01-01]]''' *Event Listing: [ BSAS web site] :Committee Lead: [[is a member of::Michael Greis]] :Team Members: [[contributed to::Ciaran McCale]], [[contributed to::Jennifer Djaferis]] [[contributed to::Andreas Feiner]] == Description == == Resources == == Notes == ---- 8q91srnbulf21bkmql36vyo8etb92bw 0 423 814 2019-05-29T16:00:38Z Greis>Michael 0 814 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. Status - [[project status::completed]] == Working Information == === Mission === The Socially Responsible Investing subcommittee arranges programs to help members incorporate SRI securities in portfolios and to present ideas on companies and strategies in the investing of SRI. (Program goal for the year = 2 programs) === 2011-12 === SRI joined with International and Value subcommittees to form Global Equity Committee :*Aug 2011 - MJG discussions with Stacey Marino, BSAS VP Programs (see RBA e-mail) :*Aug 2011 - Met with Laurence Grosbaum, new Chair of Global Equity Committee :*Aug 2011 - Subcommittee kickoff planning :*Sep 2011 - ESG/SRI planning meeting === Event Promotion and Marketing === Venues: *BSAS Publicity *Boston BASIC === Other ideas and work === Previous session ideas and work: *[[BSAS/Ed Markey|Ed Markey]] - Planned since 2008-09....probably no longer relevant == Committee Rosters == === 2010-11 Roster === {| border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content row --> |-align="left" |[[is a member of::Michael Greis]], '''Chair''' |Riverbend Advisors |align="center"|(781) 559-4623 |[mailto:mjg@riverbenadvisors.com mjg@riverbenadvisors.com] <!-- Content row --> |-align="left" |[[is a member of::John DeSantis]], CFA |Civic Capital Group |align="center"| | <!-- Content row --> |-align="left" |[[is a member of::Ingrid Geis]], CFA | |align="center"| |[mailto:idgeis@comcast.net idgeis@comcast.net] <!-- Content row --> |-align="left" |[[is a member of::Elizabeth Levy]] |Winslow Management Company |align="center"| | <!-- Content row --> |-align="left" |[[is a member of::Ian MacPherson]], CFA |Wells Fargo |align="center"| | <!-- Content row --> |-align="left" |[[is a member of::Mitali Prasad]], CFA |Fidelity Investments |align="center"| | <!-- Content row --> |-align="left" |Mr. [[is a member of::Jose Luis Rojas]] Villarreal, CFA |Root Capital |align="center"| | <!-- End of table --> |} === 2009-10 Roster === *Ingrid Geis, CFA-- CHAIR *John DeSantis, CFA, Civic Capital Group *Michael Greis, Riverbend Advisors *[[is a member of::Anne Lawson]] *Elizabeth Levy, Winslow Management Company *Mitali Prasad, CFA *Others.... Alternately: *Chair - [[is a member of::Damon Barglow|Damon C. Barglow]], CFA, Eastern Bank *John F. DeSantis, CFA, Civic Capital Group *[[is a member of::Noel Friedman]], CFA, KLD Research & Analytics *Ingrid Geis, CFA *Michael Greis, Greisnet *[[is a member of::Stephanie Leighton]], CFA, Trillium Asset Management *Elizabeth Levy, Winslow Management Company === 2008-09 (?) Roster === *Chair - [[Damon Barglow|Damon C. Barglow]], CFA, Eastern Bank *John F. DeSantis, CFA, Civic Capital Group *Karina Funk, CFA, [[Companies/Winslow Management|Winslow Management Company]] *Andrew M. Schneller, CFA, Wilmington Trust Wealth Advisory (not listed in BSAS as of 11/10) *Noel E. Friedman, CFA, KLD Research & Analytics *Lee H. Allen, CFA, Allen Financial Advisors *Stephanie R. Leighton, CFA, Trillium Asset Management sleighton@trilliuminvest.com ---- 57nh3h01558iyxtszef4ggmagk4ax72 815 814 2024-05-24T04:54:38Z Michael 1 1 revision imported 814 wikitext text/x-wiki A [[entity of::BSAS]] program [[Activity type::committee]]. Status - [[project status::completed]] == Working Information == === Mission === The Socially Responsible Investing subcommittee arranges programs to help members incorporate SRI securities in portfolios and to present ideas on companies and strategies in the investing of SRI. (Program goal for the year = 2 programs) === 2011-12 === SRI joined with International and Value subcommittees to form Global Equity Committee :*Aug 2011 - MJG discussions with Stacey Marino, BSAS VP Programs (see RBA e-mail) :*Aug 2011 - Met with Laurence Grosbaum, new Chair of Global Equity Committee :*Aug 2011 - Subcommittee kickoff planning :*Sep 2011 - ESG/SRI planning meeting === Event Promotion and Marketing === Venues: *BSAS Publicity *Boston BASIC === Other ideas and work === Previous session ideas and work: *[[BSAS/Ed Markey|Ed Markey]] - Planned since 2008-09....probably no longer relevant == Committee Rosters == === 2010-11 Roster === {| border="1" cellspacing="0" cellpadding="4" align="center" <!-- Header row --> |- !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Phone !style="background:#ffdead;" | e-mail <!-- Content row --> |-align="left" |[[is a member of::Michael Greis]], '''Chair''' |Riverbend Advisors |align="center"|(781) 559-4623 |[mailto:mjg@riverbenadvisors.com mjg@riverbenadvisors.com] <!-- Content row --> |-align="left" |[[is a member of::John DeSantis]], CFA |Civic Capital Group |align="center"| | <!-- Content row --> |-align="left" |[[is a member of::Ingrid Geis]], CFA | |align="center"| |[mailto:idgeis@comcast.net idgeis@comcast.net] <!-- Content row --> |-align="left" |[[is a member of::Elizabeth Levy]] |Winslow Management Company |align="center"| | <!-- Content row --> |-align="left" |[[is a member of::Ian MacPherson]], CFA |Wells Fargo |align="center"| | <!-- Content row --> |-align="left" |[[is a member of::Mitali Prasad]], CFA |Fidelity Investments |align="center"| | <!-- Content row --> |-align="left" |Mr. [[is a member of::Jose Luis Rojas]] Villarreal, CFA |Root Capital |align="center"| | <!-- End of table --> |} === 2009-10 Roster === *Ingrid Geis, CFA-- CHAIR *John DeSantis, CFA, Civic Capital Group *Michael Greis, Riverbend Advisors *[[is a member of::Anne Lawson]] *Elizabeth Levy, Winslow Management Company *Mitali Prasad, CFA *Others.... Alternately: *Chair - [[is a member of::Damon Barglow|Damon C. Barglow]], CFA, Eastern Bank *John F. DeSantis, CFA, Civic Capital Group *[[is a member of::Noel Friedman]], CFA, KLD Research & Analytics *Ingrid Geis, CFA *Michael Greis, Greisnet *[[is a member of::Stephanie Leighton]], CFA, Trillium Asset Management *Elizabeth Levy, Winslow Management Company === 2008-09 (?) Roster === *Chair - [[Damon Barglow|Damon C. Barglow]], CFA, Eastern Bank *John F. DeSantis, CFA, Civic Capital Group *Karina Funk, CFA, [[Companies/Winslow Management|Winslow Management Company]] *Andrew M. Schneller, CFA, Wilmington Trust Wealth Advisory (not listed in BSAS as of 11/10) *Noel E. Friedman, CFA, KLD Research & Analytics *Lee H. Allen, CFA, Allen Financial Advisors *Stephanie R. Leighton, CFA, Trillium Asset Management sleighton@trilliuminvest.com ---- 57nh3h01558iyxtszef4ggmagk4ax72 0 424 816 2014-04-10T14:43:35Z Greis>Michael 0 816 wikitext text/x-wiki *'''[[BSAS/Sustainable Investing 2013/Introduction|Introduction]]''' - Notes and outline for my introductory remarks *'''[[BSAS/Sustainable Investing 2013/Notes|Notes]]''' from conversations and research *'''[[BSAS/Sustainable Investing 2013/Event Structure|Event Structure]] page (initial - superseded by spreadsheet?) :*Theme, topics, speakers, logistics [[Entity of::BSAS]] [[Activity type::full-day conference]] held on [[event date::2013-11-19]] == Agenda == *Registration and Continental Breakfast *Welcome and Introductions :*[[contributed to::Michael Greis]], Riverbend Advisors *Sustainable Investing: From Fringes to Mainstream :*[[contributed to::Rob Lake]], London-based leader in the field of sustainable investing *Why now? Filling the Capital Gap :*[[contributed to::Erika Karp]], Founder & CEO, [[contributed to::Cornerstone Capital]] Inc. *Break *Workshops :*[[involvement::Bloomberg]] :*[[involvement::MSCI]] :*[[involvement::Thomson Reuters]] *Networking Lunch *Panel of Investment Managers :*[[contributed to::Ben Lovell]], CFA, President & Portfolio Manager, [[contributed to::Zevin Asset Management]] :*[[contributed to::Chris McKnett]], Vice President, ESG Investing, [[contributed to::SSgA|State Street Global Advisors]] :*[[contributed to::Cara Lafond]], CFA, Vice President and Asset Allocation Strategist, [[contributed to::Wellington Management]] :*[[contributed to::Michael Mufson]], CFA, Co-CIO, Founder and Managing Partner, Redwood Investments, LLC *Divestment/Investment Panel :*[[contributed to::Tim Brennan]], Treasurer and Chief Financial Officer, Unitarian Universalist Association :*[[contributed to::Cheryl Smith]], Ph.D., CFA, Managing Partner, Chief Compliance Officer and Investment Manager, [[contributed to::Trillium Asset Management]] :*[[contributed to::Chris Davis]], Director, Investor Program at [[contributed to::Ceres]] (moderator) *Break *Asset Owner’s Perspective on Sustainable Investing in Multiple Asset Classes :*[[contributed to::Eric Wetlaufer]], CFA, Senior Vice President, Public Market Investments, Canada Pension Plan Investment Board *Standards and Measurement :*[[contributed to::Steve Lydenberg]], CFA, Partner, Strategic Vision - [[contributed to::Domini Social Investments]] == Status == *Initial meeting scheduled for 2013-05-29 *Initial note to Committee chairs 2013-04-26 :*Seeking interested participants for initial conference call from each committee *Interest expressed by multiple committees at early 2013 BSAS Committee Chairs Meeting == Meetings == === 2013-06-19 === *Draft agenda and proposed topics *Initial version of spreadsheet === 2013-05-29 Agenda === *1/2 day sessions - experience, scope, logistics *Target and calendar :*September - October *Theme *Lead Speakers == Test == Created using online [http://excel2wiki.net/index.php Excel to wiki syntax] converter. {| {{table}} | align="center" style="background:#f0f0f0;"|'''Speaker''' | align="center" style="background:#f0f0f0;"|'''Status''' | align="center" style="background:#f0f0f0;"|'''Topic or session''' | align="center" style="background:#f0f0f0;"|'''Notes''' | align="center" style="background:#f0f0f0;"|'''''' | align="center" style="background:#f0f0f0;"|'''Responsible''' |- | Jeremy Grantham||Declined||Keynote||"Declined citing schedule, via Bill Nemerever. |- | Reached out through Ramsay Ravenel, Executive Director of Grantham family foundation and Bill Nemerever. "||Grantham Foundation||Greis |- | Erika Karp||Confirmed||Keynote||Head of Global Sector Research for UBS, but leaving shortly to start own firm. Integrated ESG across sell-side research at UBS. Recommended by Chris McKnett||UBS, own firm||Greis |- | Henry Kravis or George Roberts||Inactive||Keynote||Declined invitation||KKR||Veksler |- | Tim Brennan||Confirmed||Divestment vs. Investment||Agreed to speak||Unitarian Universalist Association||Riley |- | Eric Wetlaufer||Confirmed||Asset Class Considerations||Agreed to speak||Canada Pension Plan||Veksler |- | Robert Eccles||Active||Lunch Speaker||"Still looking for significant fee after 8/1 conversation. |- | George to check with Pam Yang if there is an opportunity through Harvard"||HBS||Fernandez |- | Steve Lydenberg||Confirmed||Lunch Speaker||Will fill in for SASB/Standards||Domini/Harvard||Greis |- | Chris McKnett||Confirmed||Panel of Investment Managers||Willing to participate|||| |- | UN Speakers - Danielle Chesebrough||Active||Engagement||||UN||Veksler |- | |} == Planning Team == Plannning participants: *Alternatives :*Melanie Arnold - (marnold@hnrg.com) - did not continue involvement *Fixed Income :*[[is a member of::Robert Fernandez]] :*Tracey Manzi - did not continue involvement *Global Equities :*[[is a member of::Michael Greis]] :*[[is a member of::Jose-Luis Rojas]] :*[[is a member of::Nate Riley]] *Private Wealth Management - [[is a member of::George Kimball]] *Quant :*[[is a member of::Larry Pohlman]] *Strategist/Economist :*[[is a member of::Vitaly Veksler]] - (vitaly_veksler@yahoo.com) === Input from others === *Steve Lydenberg *BASIC chairs ---- [[Category:BSAS Programs|Sustainable Investing]] lgl8bkjkn5g7c2nfmf39k0ppmdhc0ch 817 816 2024-05-24T04:54:38Z Michael 1 1 revision imported 816 wikitext text/x-wiki *'''[[BSAS/Sustainable Investing 2013/Introduction|Introduction]]''' - Notes and outline for my introductory remarks *'''[[BSAS/Sustainable Investing 2013/Notes|Notes]]''' from conversations and research *'''[[BSAS/Sustainable Investing 2013/Event Structure|Event Structure]] page (initial - superseded by spreadsheet?) :*Theme, topics, speakers, logistics [[Entity of::BSAS]] [[Activity type::full-day conference]] held on [[event date::2013-11-19]] == Agenda == *Registration and Continental Breakfast *Welcome and Introductions :*[[contributed to::Michael Greis]], Riverbend Advisors *Sustainable Investing: From Fringes to Mainstream :*[[contributed to::Rob Lake]], London-based leader in the field of sustainable investing *Why now? Filling the Capital Gap :*[[contributed to::Erika Karp]], Founder & CEO, [[contributed to::Cornerstone Capital]] Inc. *Break *Workshops :*[[involvement::Bloomberg]] :*[[involvement::MSCI]] :*[[involvement::Thomson Reuters]] *Networking Lunch *Panel of Investment Managers :*[[contributed to::Ben Lovell]], CFA, President & Portfolio Manager, [[contributed to::Zevin Asset Management]] :*[[contributed to::Chris McKnett]], Vice President, ESG Investing, [[contributed to::SSgA|State Street Global Advisors]] :*[[contributed to::Cara Lafond]], CFA, Vice President and Asset Allocation Strategist, [[contributed to::Wellington Management]] :*[[contributed to::Michael Mufson]], CFA, Co-CIO, Founder and Managing Partner, Redwood Investments, LLC *Divestment/Investment Panel :*[[contributed to::Tim Brennan]], Treasurer and Chief Financial Officer, Unitarian Universalist Association :*[[contributed to::Cheryl Smith]], Ph.D., CFA, Managing Partner, Chief Compliance Officer and Investment Manager, [[contributed to::Trillium Asset Management]] :*[[contributed to::Chris Davis]], Director, Investor Program at [[contributed to::Ceres]] (moderator) *Break *Asset Owner’s Perspective on Sustainable Investing in Multiple Asset Classes :*[[contributed to::Eric Wetlaufer]], CFA, Senior Vice President, Public Market Investments, Canada Pension Plan Investment Board *Standards and Measurement :*[[contributed to::Steve Lydenberg]], CFA, Partner, Strategic Vision - [[contributed to::Domini Social Investments]] == Status == *Initial meeting scheduled for 2013-05-29 *Initial note to Committee chairs 2013-04-26 :*Seeking interested participants for initial conference call from each committee *Interest expressed by multiple committees at early 2013 BSAS Committee Chairs Meeting == Meetings == === 2013-06-19 === *Draft agenda and proposed topics *Initial version of spreadsheet === 2013-05-29 Agenda === *1/2 day sessions - experience, scope, logistics *Target and calendar :*September - October *Theme *Lead Speakers == Test == Created using online [http://excel2wiki.net/index.php Excel to wiki syntax] converter. {| {{table}} | align="center" style="background:#f0f0f0;"|'''Speaker''' | align="center" style="background:#f0f0f0;"|'''Status''' | align="center" style="background:#f0f0f0;"|'''Topic or session''' | align="center" style="background:#f0f0f0;"|'''Notes''' | align="center" style="background:#f0f0f0;"|'''''' | align="center" style="background:#f0f0f0;"|'''Responsible''' |- | Jeremy Grantham||Declined||Keynote||"Declined citing schedule, via Bill Nemerever. |- | Reached out through Ramsay Ravenel, Executive Director of Grantham family foundation and Bill Nemerever. "||Grantham Foundation||Greis |- | Erika Karp||Confirmed||Keynote||Head of Global Sector Research for UBS, but leaving shortly to start own firm. Integrated ESG across sell-side research at UBS. Recommended by Chris McKnett||UBS, own firm||Greis |- | Henry Kravis or George Roberts||Inactive||Keynote||Declined invitation||KKR||Veksler |- | Tim Brennan||Confirmed||Divestment vs. Investment||Agreed to speak||Unitarian Universalist Association||Riley |- | Eric Wetlaufer||Confirmed||Asset Class Considerations||Agreed to speak||Canada Pension Plan||Veksler |- | Robert Eccles||Active||Lunch Speaker||"Still looking for significant fee after 8/1 conversation. |- | George to check with Pam Yang if there is an opportunity through Harvard"||HBS||Fernandez |- | Steve Lydenberg||Confirmed||Lunch Speaker||Will fill in for SASB/Standards||Domini/Harvard||Greis |- | Chris McKnett||Confirmed||Panel of Investment Managers||Willing to participate|||| |- | UN Speakers - Danielle Chesebrough||Active||Engagement||||UN||Veksler |- | |} == Planning Team == Plannning participants: *Alternatives :*Melanie Arnold - (marnold@hnrg.com) - did not continue involvement *Fixed Income :*[[is a member of::Robert Fernandez]] :*Tracey Manzi - did not continue involvement *Global Equities :*[[is a member of::Michael Greis]] :*[[is a member of::Jose-Luis Rojas]] :*[[is a member of::Nate Riley]] *Private Wealth Management - [[is a member of::George Kimball]] *Quant :*[[is a member of::Larry Pohlman]] *Strategist/Economist :*[[is a member of::Vitaly Veksler]] - (vitaly_veksler@yahoo.com) === Input from others === *Steve Lydenberg *BASIC chairs ---- [[Category:BSAS Programs|Sustainable Investing]] lgl8bkjkn5g7c2nfmf39k0ppmdhc0ch 0 425 818 2013-05-29T18:40:26Z Greis>Michael 0 /* Logistics */ 818 wikitext text/x-wiki == Theme == '''Sustainable Investing''' :*It's about investing == Topics == *Practitioners who talk about how they implement sustainability (George) *SRI & Impact Panel (as prepared for cancelled BU Finance conference) :*BCC :*Root Capital :*3rd Sector Finance *What is it? *UN - Global Perspectives *Asset Classes :Equities, Fixed, etc. :* Sovereign and Government Risk (comment) *Energy Divestment ( :*Investment versus engagement :*Dealing with external demands (guns, energy, who knows what next) *Standards and Measurement :*SASB and GRI *Tools - MSCI, Bloomberg, Asset Four, etc. :*Set up demo capability for all attendees, kiosk/demo during breaks? :*CDP, etc.? *Fiduciary responsibility :*Isn't what people think :*Tackle the issue of return ::*When it comes to sustainability, immediate response is "anything less than maximum" is breaching fiduciary responsibility. But often accept less than max return for other reasons - diversification, risk mitigation, etc. == Lead Speakers == *Rob Lake (Formerly UN, in London - may have suggestion since not likely to come) (Vitaly) *David Wood (Michael) *Andrew Lo (no) *Large institutional endowment/pension managers :*Calpers/Calstrs - (Rob?) *Jane Mendillo (George through Pam Yang, BSAS Board Member) :*If interested in speaking to how she looks at addressing these issues *Jeremy Grantham (Lauren/Steph through Bill, retired BSAS) *Robert Schiller (?) *Michael Porter (Rob?) :*Speaking out on shared value, beyond CSR :*His foundation working in this area *KKR Green Investing (Vitaly) *Bob Zevin (George) *Amy Domini (?) *Lauren/Steph to check CFA Institute speaker retainer list === Other speakers, resources === *Bob Eccles *Tim Smith (Walden?) *Kyle Johnson - outreach to foundations/endowments to attend *John DiSantis == Logistics == Logistics & general parameters (from conversation with Lauren) :*Target date - Sept/Oct 2013 :*Target attendance - 50-60 with stretch goal of 75 ::*Previous 1/2 day sessions have attracted 40-60 ::*Private wealth - several years ago ::*Upcoming session on risk ::*Most recent were lower :*Format - 1/2 day morning session with networking lunch afterward has worked well :*Cost - target $125 - $200 :*Partnering with other organizations ::*Can be done - have had joint sessions with CAIA ::*Thinking about BASIC == Sponsorship == *Vendors (see above on demo) :*MSCI, Bloomberg, Asset 4, Thomson Reuters *Sustainability Firms :*Trillium, etc. ---- mbmej8y4nc680vf3pthsblzupsao2dn 819 818 2024-05-24T04:54:38Z Michael 1 1 revision imported 818 wikitext text/x-wiki == Theme == '''Sustainable Investing''' :*It's about investing == Topics == *Practitioners who talk about how they implement sustainability (George) *SRI & Impact Panel (as prepared for cancelled BU Finance conference) :*BCC :*Root Capital :*3rd Sector Finance *What is it? *UN - Global Perspectives *Asset Classes :Equities, Fixed, etc. :* Sovereign and Government Risk (comment) *Energy Divestment ( :*Investment versus engagement :*Dealing with external demands (guns, energy, who knows what next) *Standards and Measurement :*SASB and GRI *Tools - MSCI, Bloomberg, Asset Four, etc. :*Set up demo capability for all attendees, kiosk/demo during breaks? :*CDP, etc.? *Fiduciary responsibility :*Isn't what people think :*Tackle the issue of return ::*When it comes to sustainability, immediate response is "anything less than maximum" is breaching fiduciary responsibility. But often accept less than max return for other reasons - diversification, risk mitigation, etc. == Lead Speakers == *Rob Lake (Formerly UN, in London - may have suggestion since not likely to come) (Vitaly) *David Wood (Michael) *Andrew Lo (no) *Large institutional endowment/pension managers :*Calpers/Calstrs - (Rob?) *Jane Mendillo (George through Pam Yang, BSAS Board Member) :*If interested in speaking to how she looks at addressing these issues *Jeremy Grantham (Lauren/Steph through Bill, retired BSAS) *Robert Schiller (?) *Michael Porter (Rob?) :*Speaking out on shared value, beyond CSR :*His foundation working in this area *KKR Green Investing (Vitaly) *Bob Zevin (George) *Amy Domini (?) *Lauren/Steph to check CFA Institute speaker retainer list === Other speakers, resources === *Bob Eccles *Tim Smith (Walden?) *Kyle Johnson - outreach to foundations/endowments to attend *John DiSantis == Logistics == Logistics & general parameters (from conversation with Lauren) :*Target date - Sept/Oct 2013 :*Target attendance - 50-60 with stretch goal of 75 ::*Previous 1/2 day sessions have attracted 40-60 ::*Private wealth - several years ago ::*Upcoming session on risk ::*Most recent were lower :*Format - 1/2 day morning session with networking lunch afterward has worked well :*Cost - target $125 - $200 :*Partnering with other organizations ::*Can be done - have had joint sessions with CAIA ::*Thinking about BASIC == Sponsorship == *Vendors (see above on demo) :*MSCI, Bloomberg, Asset 4, Thomson Reuters *Sustainability Firms :*Trillium, etc. ---- mbmej8y4nc680vf3pthsblzupsao2dn 0 426 820 2013-11-12T20:42:48Z Greis>Michael 0 Created page with " == Introduction to the Seminar == '''Seminar flow''' :*What :*Why :*How (and who) '''Moving from the Margin to the Mainstream''' '''It's about resources''' *Corporate ..." 820 wikitext text/x-wiki == Introduction to the Seminar == '''Seminar flow''' :*What :*Why :*How (and who) '''Moving from the Margin to the Mainstream''' '''It's about resources''' *Corporate analysis and reporting is about measuring financial resources - sources & uses :*Critical and finite resource for enterprise success *Other resources are critical and finite, but aren't generally measured / haven't been readily measurable :*ESG indicators/factors ::*Environment - natural resources and environment of the firm ::*Social - stakeholders ::*Governance - structures and processes? *Concept of the limiting factors/resources == Thanks == Thank attendees for coming Thank staff and committee :*Now rather than at end :*So attendees can get help, ask questions, provide feedback == Housekeeping == Required information for attendees p8hb7br5yqae6yn0o8vralseelgwlkx 821 820 2024-05-24T04:54:38Z Michael 1 1 revision imported 820 wikitext text/x-wiki == Introduction to the Seminar == '''Seminar flow''' :*What :*Why :*How (and who) '''Moving from the Margin to the Mainstream''' '''It's about resources''' *Corporate analysis and reporting is about measuring financial resources - sources & uses :*Critical and finite resource for enterprise success *Other resources are critical and finite, but aren't generally measured / haven't been readily measurable :*ESG indicators/factors ::*Environment - natural resources and environment of the firm ::*Social - stakeholders ::*Governance - structures and processes? *Concept of the limiting factors/resources == Thanks == Thank attendees for coming Thank staff and committee :*Now rather than at end :*So attendees can get help, ask questions, provide feedback == Housekeeping == Required information for attendees p8hb7br5yqae6yn0o8vralseelgwlkx 0 427 822 2013-07-30T17:42:47Z Greis>Michael 0 /* Chris McKnett 2013-07-29 */ 822 wikitext text/x-wiki == Chris McKnett 2013-07-29 == '''Keynote''' *Also immediately thought of Jeremy Grantham - great idea *'''Erika Karp''' - Global Head of Sector Research for UBS (NY) - until this Thursday :*Leaving to start her own firm :*Well-known in mainstream investing community and a great speaker (has heard her several times) :*Erika took significant career risk of introducing ESG across the sell side at UBS :*Has a team of three people who do the thematic work and work with all analysts to help them integrate ESG into their work and recommendations :*She might be receptive to speaking to attract attention and business to her new firm - good audience for her :*'''Chris will provide her contact information''' *'''Peter Kaufman''', Breckenridge Founder :*Well-respected, but perhaps not well known enough? *'''Rob Lake''' - good person to get, but not someone who will be well-known in the mainstream community '''Panel of Investment Managers''' :*'''Chris would be pleased to participate''' - '''follow-up with George Kimball''' :*'''Christina Zimmerman''', Wellington. Was at PRI. (Wellington typically says no, but doesn't hurt to keep asking. Christine did appear on a panel he did/saw. :*'''Rob Wilson''', MFS. ::*Recently joined - new role ::*Global Equity Analyst, was at American Century? in KC ::*How does this fit with integration per out session with Michael Cantara in Fall 2011? ::*'''Ask Chris for his contact information''' - should engage him regardless '''Fossil Fuel''' :*Liked case study idea :*Agreed that may be hard to find large asset owner who chose divestment. :*There are some college and "left-leaning" cities, like SF and Seattle. Thinks Cambridge either divested or has at least stopped investing. '''Standards''' :*Bob Eccles would be great :*'''Steve Lydenberg''' could do it (did it for Chris at some event) '''Workshops''' :*Also suggested Sustainalytics '''Project Delphi''' :*Objective is to identify a small number of ESG factors associated with drivers of financial return and metrics in a given industry :*By investors for investors :*Narrower in scope than SASB :*Chris is very involved in driving this effort :*About 40 companies, mostly in Europe '''ESG in SSgA''' :*Chris's work is about 50% outside / 50% inside :*They have a set of ESG-themed investments. They do well and serve a need. ::*A little too "SRI"-focused - screened companies only. :*He is more focused on thinking about how to integrate ESG across all their products :*Risk reduction vs. alpha generation? ::*He is more inclined towards risk reduction - More durable, easier to understand ::*Not sure if alpha, where found, can be sustained ::*(My comment - also easier to sell the alpha once people have bought into the risk reduction - two sides of the coin in a sense) '''Personal''' :*Lives near Inman Square (Fayette St., one down from where we lived)\: :*Wife and two young kids. :*Likes Cambrdige, convenience, T or bike to work, no car required (1100 sf condo?) ::*Buy may eventually given in to need for more space :*Just visited friends ysesterday in Needham - ::*'''Jeff''' and '''Vanessa Gilbreth''' - 15 Kingsbury St. ::*Both attorneys at large Boston firms ::*In Needham 2-3 years ::*Just had third child (others not yet in school) ::*Chris visited to take older kids? to Noanet in Dover - amazed how far away seemed from "town" == Steve Lydenberg 2013-06-24 == Also see e-mail exchanges *Jeremy Grantham :*Don't necessarily give up on him :*Reach out to him via Ramses Ravenall (sp?), head of his foundation ::*Not certain if it's his or GMO's? :*Also Chris McKnett, who got Jeremy to speak an SSgA session on green bonds 1-2 years ago :*[http://www.gmo.com/America/ GMO main page] with link to GMO newsletters with Jeremy's writings, including spring, 2013's "The Race of our Lives". *Really likes the workshop idea *Amy Domini could take the divestment position for the fossil fuel divestment/engagement :*Jeremy lists what he's divested from somewhere - should be able to find it :*Also Trillium? *Other keynote possibilities - PIMCO's '''Mohammed El-Arian''' :*Steve says PIMCO's been writing and talking about ESG *For investment panel - '''Wellington'''? :*Wellington is integrating ESG into its practice :*Check their web site - if can't find someone, he can provide a contact j641fxhnx8p8mmv4a2vkl6yishzmnec 823 822 2024-05-24T04:54:38Z Michael 1 1 revision imported 822 wikitext text/x-wiki == Chris McKnett 2013-07-29 == '''Keynote''' *Also immediately thought of Jeremy Grantham - great idea *'''Erika Karp''' - Global Head of Sector Research for UBS (NY) - until this Thursday :*Leaving to start her own firm :*Well-known in mainstream investing community and a great speaker (has heard her several times) :*Erika took significant career risk of introducing ESG across the sell side at UBS :*Has a team of three people who do the thematic work and work with all analysts to help them integrate ESG into their work and recommendations :*She might be receptive to speaking to attract attention and business to her new firm - good audience for her :*'''Chris will provide her contact information''' *'''Peter Kaufman''', Breckenridge Founder :*Well-respected, but perhaps not well known enough? *'''Rob Lake''' - good person to get, but not someone who will be well-known in the mainstream community '''Panel of Investment Managers''' :*'''Chris would be pleased to participate''' - '''follow-up with George Kimball''' :*'''Christina Zimmerman''', Wellington. Was at PRI. (Wellington typically says no, but doesn't hurt to keep asking. Christine did appear on a panel he did/saw. :*'''Rob Wilson''', MFS. ::*Recently joined - new role ::*Global Equity Analyst, was at American Century? in KC ::*How does this fit with integration per out session with Michael Cantara in Fall 2011? ::*'''Ask Chris for his contact information''' - should engage him regardless '''Fossil Fuel''' :*Liked case study idea :*Agreed that may be hard to find large asset owner who chose divestment. :*There are some college and "left-leaning" cities, like SF and Seattle. Thinks Cambridge either divested or has at least stopped investing. '''Standards''' :*Bob Eccles would be great :*'''Steve Lydenberg''' could do it (did it for Chris at some event) '''Workshops''' :*Also suggested Sustainalytics '''Project Delphi''' :*Objective is to identify a small number of ESG factors associated with drivers of financial return and metrics in a given industry :*By investors for investors :*Narrower in scope than SASB :*Chris is very involved in driving this effort :*About 40 companies, mostly in Europe '''ESG in SSgA''' :*Chris's work is about 50% outside / 50% inside :*They have a set of ESG-themed investments. They do well and serve a need. ::*A little too "SRI"-focused - screened companies only. :*He is more focused on thinking about how to integrate ESG across all their products :*Risk reduction vs. alpha generation? ::*He is more inclined towards risk reduction - More durable, easier to understand ::*Not sure if alpha, where found, can be sustained ::*(My comment - also easier to sell the alpha once people have bought into the risk reduction - two sides of the coin in a sense) '''Personal''' :*Lives near Inman Square (Fayette St., one down from where we lived)\: :*Wife and two young kids. :*Likes Cambrdige, convenience, T or bike to work, no car required (1100 sf condo?) ::*Buy may eventually given in to need for more space :*Just visited friends ysesterday in Needham - ::*'''Jeff''' and '''Vanessa Gilbreth''' - 15 Kingsbury St. ::*Both attorneys at large Boston firms ::*In Needham 2-3 years ::*Just had third child (others not yet in school) ::*Chris visited to take older kids? to Noanet in Dover - amazed how far away seemed from "town" == Steve Lydenberg 2013-06-24 == Also see e-mail exchanges *Jeremy Grantham :*Don't necessarily give up on him :*Reach out to him via Ramses Ravenall (sp?), head of his foundation ::*Not certain if it's his or GMO's? :*Also Chris McKnett, who got Jeremy to speak an SSgA session on green bonds 1-2 years ago :*[http://www.gmo.com/America/ GMO main page] with link to GMO newsletters with Jeremy's writings, including spring, 2013's "The Race of our Lives". *Really likes the workshop idea *Amy Domini could take the divestment position for the fossil fuel divestment/engagement :*Jeremy lists what he's divested from somewhere - should be able to find it :*Also Trillium? *Other keynote possibilities - PIMCO's '''Mohammed El-Arian''' :*Steve says PIMCO's been writing and talking about ESG *For investment panel - '''Wellington'''? :*Wellington is integrating ESG into its practice :*Check their web site - if can't find someone, he can provide a contact j641fxhnx8p8mmv4a2vkl6yishzmnec 0 428 824 2018-11-07T17:20:19Z Greis>Michael 0 824 wikitext text/x-wiki __NOTOC__ [[File:SI 2014 logo.png|500px|center|alt=Sustainable Investing: Taking the Long View]] <br clear=all> <center> Annual [[entity of::BSAS]] [[entity of::Sustainable Investing Seminars]] - [[Activity type::full-day conference]] on [[event date::2014-11-20]] - [[project status::completed]] [[shortname::{{SUBPAGENAME}}| ]] </center> About '''140''' people attended - 112 paid attendees + 22 speakers + others *Nearly double 2013's total == Basecamp Links and Documents == '''Basecamp''' *[http://basecamp.com/2702632/projects/6917902/documents/6689720 Status of session descriptions] '''Documents''' (in <tt>\Documents\Career\BSAS\Sustainable Investing 2014</tt> *SI 2014 Agenda *Sustainable Investing 2014 Overview *Research Lounge Invitation *Sustainable Investing 2014 Sponsorship *SI 2014 Event Flyer *SI 2014 Press Release '''Shortlinks and Social Media''' *[http://tiny.cc/bsassi Event Page] at http://tiny.cc/bsassi *[http://tiny.cc/bsassiposter Flyer] at http://tiny.cc/bsassiposter *[http://tiny.cc/si2014overview Overview] at http://tiny.cc/si2014overview *[http://tiny.cc/si2014agenda Agenda] at http://tiny.cc/si2014agenda *[http://tiny.cc/bsassipressrelease Press Release] at http://tiny.cc/bsassipressrelease *[http://tiny.cc/bsassimore Additional Materials] at http://tiny.cc/bsassimore *Twitter hashtag: '''#bsassi''' == Agenda == *Keynote - Verne Sedlacek, CEO, Commonfund *Portfolio Construction for Sustainable Investing *Creating value through Shareholder Engagement - the impact on companies, investors and markets *Governance and Geography: Impact of Governance on Global Equity Markets *Information Providers *Fixed Income Opportunities *ESG Integration Across Asset Classes *Supply Chain Risk Across Sectors *Measurement/Metrics or keynote wrap-up session *Closing Address - James Gifford, Harvard University (and founding Executive Director, PRI) ::Research Lounge {{ProjectParentPage}} ---- [[Category:BSAS Programs|Sustainable Investing]] [[Category:Events|BSAS Sustainable Investing]] tt6613avo3t65qw7emelvfsbg0458ww 825 824 2024-05-24T04:54:38Z Michael 1 1 revision imported 824 wikitext text/x-wiki __NOTOC__ [[File:SI 2014 logo.png|500px|center|alt=Sustainable Investing: Taking the Long View]] <br clear=all> <center> Annual [[entity of::BSAS]] [[entity of::Sustainable Investing Seminars]] - [[Activity type::full-day conference]] on [[event date::2014-11-20]] - [[project status::completed]] [[shortname::{{SUBPAGENAME}}| ]] </center> About '''140''' people attended - 112 paid attendees + 22 speakers + others *Nearly double 2013's total == Basecamp Links and Documents == '''Basecamp''' *[http://basecamp.com/2702632/projects/6917902/documents/6689720 Status of session descriptions] '''Documents''' (in <tt>\Documents\Career\BSAS\Sustainable Investing 2014</tt> *SI 2014 Agenda *Sustainable Investing 2014 Overview *Research Lounge Invitation *Sustainable Investing 2014 Sponsorship *SI 2014 Event Flyer *SI 2014 Press Release '''Shortlinks and Social Media''' *[http://tiny.cc/bsassi Event Page] at http://tiny.cc/bsassi *[http://tiny.cc/bsassiposter Flyer] at http://tiny.cc/bsassiposter *[http://tiny.cc/si2014overview Overview] at http://tiny.cc/si2014overview *[http://tiny.cc/si2014agenda Agenda] at http://tiny.cc/si2014agenda *[http://tiny.cc/bsassipressrelease Press Release] at http://tiny.cc/bsassipressrelease *[http://tiny.cc/bsassimore Additional Materials] at http://tiny.cc/bsassimore *Twitter hashtag: '''#bsassi''' == Agenda == *Keynote - Verne Sedlacek, CEO, Commonfund *Portfolio Construction for Sustainable Investing *Creating value through Shareholder Engagement - the impact on companies, investors and markets *Governance and Geography: Impact of Governance on Global Equity Markets *Information Providers *Fixed Income Opportunities *ESG Integration Across Asset Classes *Supply Chain Risk Across Sectors *Measurement/Metrics or keynote wrap-up session *Closing Address - James Gifford, Harvard University (and founding Executive Director, PRI) ::Research Lounge {{ProjectParentPage}} ---- [[Category:BSAS Programs|Sustainable Investing]] [[Category:Events|BSAS Sustainable Investing]] tt6613avo3t65qw7emelvfsbg0458ww 0 429 826 2014-04-19T03:10:01Z Greis>Michael 0 826 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] == George Kimball conversation == His perception: *Rob Lake was great *Erika Karp - very good *MSCI - good, but a bit confusing *Investment Managers - very well *Fossil Fuel - dug in to issue *Eric - very good in terms of having a different perspective *Steve - wrapping up was great *Info providers - what about panel idea? :*How about panel & breakout *Scope & theme :*Something like - one session on each asset class? - Great idae :*Sector-based :*Or morning high-level & afternoon more specific HNW/Personal Wealth - what makes it more interesting? :*Ongoing issues in sectors :* Broadening reach :*CFA institute promotions and information :*Other societies Other people to engage :*Ben Lovell, Chris == Larry Pohlman conversation == *Pleasantly surprised by the data vendors.... :* Went in to Thomson.... MJG: :*Maybe longer than it needed to be... :*Do them as a panel....but need to have a theme and a flow - yes Overall, quanty people really liked it.... Was originally concerned about idea of sustainability...thought it might be too broad :*But saw as day went on that there were a lot of ideas...people saw things. :*I converted him (Did a good job on bringing in themes.... *Barry Feldman (from Russell in Chicago)...liked it a lot.....Russell. *Spread it out across the asset classes.... :*MJG - plan for and invite poeple to attend more in-depth lunch sessions... ::*Water from the Alternatives ::*Something from the quantes. Then talked about '''financial literacy''' initiative :*Schools - suburban as necessary way station to urban schools :*They have gathered about 10-15 web sites *His co-chair, Leah, worked with Dress for Success Separate into '''content''' and '''delivery''' *About 80 people signed up to work on content *[[Pam Yang]] is overseeing '''content''' *[[Stacey Marino]] is overseeing '''delivery''' 02wwy6wdv43tqrvi4ravobf6vxh85kb 827 826 2024-05-24T04:54:39Z Michael 1 1 revision imported 826 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] == George Kimball conversation == His perception: *Rob Lake was great *Erika Karp - very good *MSCI - good, but a bit confusing *Investment Managers - very well *Fossil Fuel - dug in to issue *Eric - very good in terms of having a different perspective *Steve - wrapping up was great *Info providers - what about panel idea? :*How about panel & breakout *Scope & theme :*Something like - one session on each asset class? - Great idae :*Sector-based :*Or morning high-level & afternoon more specific HNW/Personal Wealth - what makes it more interesting? :*Ongoing issues in sectors :* Broadening reach :*CFA institute promotions and information :*Other societies Other people to engage :*Ben Lovell, Chris == Larry Pohlman conversation == *Pleasantly surprised by the data vendors.... :* Went in to Thomson.... MJG: :*Maybe longer than it needed to be... :*Do them as a panel....but need to have a theme and a flow - yes Overall, quanty people really liked it.... Was originally concerned about idea of sustainability...thought it might be too broad :*But saw as day went on that there were a lot of ideas...people saw things. :*I converted him (Did a good job on bringing in themes.... *Barry Feldman (from Russell in Chicago)...liked it a lot.....Russell. *Spread it out across the asset classes.... :*MJG - plan for and invite poeple to attend more in-depth lunch sessions... ::*Water from the Alternatives ::*Something from the quantes. Then talked about '''financial literacy''' initiative :*Schools - suburban as necessary way station to urban schools :*They have gathered about 10-15 web sites *His co-chair, Leah, worked with Dress for Success Separate into '''content''' and '''delivery''' *About 80 people signed up to work on content *[[Pam Yang]] is overseeing '''content''' *[[Stacey Marino]] is overseeing '''delivery''' 02wwy6wdv43tqrvi4ravobf6vxh85kb 0 430 828 2015-02-16T20:49:13Z Greis>Michael 0 828 wikitext text/x-wiki {{ProjectSubPage|recurring meeting|}} <u>Agenda</u>: *'''Status update for each session''' :*Speakers/Panelists confirmed :*Prep conference call scheduled/completed? :*Bios? *'''Research Lounge''' *'''Seminar logistics update and to-do's''' (Stephanie/Moe) *'''Incoming Requests and Questions''' :*Comp requests :*Student rate request *'''Outreach''' :*Announcement venues and status :::BSAS, BASIC, etc. :*Organizational outreach :::Area Societies & CFA Institute :::Peer/Professional organizations :::Universities :*Research Lounge participants and invitees :*Others? *'''Marketing and interest generation''' :*BSAS (George) :*Twitter - BSAS account :::Look for news, items of interest to tie to event :*LinkedIn :*Others? ---- 15q2obzavc2phxh35kswb278x3jehfq 829 828 2024-05-24T04:54:39Z Michael 1 1 revision imported 828 wikitext text/x-wiki {{ProjectSubPage|recurring meeting|}} <u>Agenda</u>: *'''Status update for each session''' :*Speakers/Panelists confirmed :*Prep conference call scheduled/completed? :*Bios? *'''Research Lounge''' *'''Seminar logistics update and to-do's''' (Stephanie/Moe) *'''Incoming Requests and Questions''' :*Comp requests :*Student rate request *'''Outreach''' :*Announcement venues and status :::BSAS, BASIC, etc. :*Organizational outreach :::Area Societies & CFA Institute :::Peer/Professional organizations :::Universities :*Research Lounge participants and invitees :*Others? *'''Marketing and interest generation''' :*BSAS (George) :*Twitter - BSAS account :::Look for news, items of interest to tie to event :*LinkedIn :*Others? ---- 15q2obzavc2phxh35kswb278x3jehfq 0 431 830 2014-11-12T14:24:23Z Greis>Michael 0 Created page with "{{ProjectSubPage|project work|}} == Call with Stephanie 2014-11-12 == *Research Lounge :*Still open - PRI :*Others? *Event web page *Event flow - introductions, etc. *BAS..." 830 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Call with Stephanie 2014-11-12 == *Research Lounge :*Still open - PRI :*Others? *Event web page *Event flow - introductions, etc. *BASIC discount *Speakers attending for day? * ---- 4ry1fqxdxlikoozwgu7ym8pvlzmy5sr 831 830 2024-05-24T04:54:39Z Michael 1 1 revision imported 830 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Call with Stephanie 2014-11-12 == *Research Lounge :*Still open - PRI :*Others? *Event web page *Event flow - introductions, etc. *BASIC discount *Speakers attending for day? * ---- 4ry1fqxdxlikoozwgu7ym8pvlzmy5sr 0 432 832 2014-12-09T17:41:39Z Greis>Michael 0 832 wikitext text/x-wiki {{ProjectSubPage||}} Follow-up to the Sustainable Investing seminar: '''Session debrief''' was held {{color||2014-12-03}} at the BSAS. Notes are [https://basecamp.com/2702632/projects/6917902/documents/7298795 here on Basecamp] == Follow-up Resources == Send follow-up note to attendees with links to additional references - e.g. material mentioned as the session, other information that may be useful as follow-up for attendees. *Build list of material or links *Send material to be loaded on seminar page to George *Draft text *Send to Stephanie for distribution *Target: '''By Thursday, December 11th''' Possible sources: *Executive Summary of US SIF 2014 US Sustainable, Responsible and Impact Investing Trends :*Executive Summary at <tt>c:\Downloads\SIF_Trends_14.E.S</tt> - send to George *PRI information? - Reached out to Sonal Mahida 2014-12-08 *SASB Information? - Reached out to Doug Park 2014-12-08 '''Completed''' {{color||2014-12-09}}: <u>Documents</u>: *[http://www.ussif.org/Files/Publications/SIF_Trends_14.F.ES.pdf US SIF Report on US Sustainable, Responsible and Impact Investing Trends 2014] *[http://www.unpri.org/viewer/?file=wp-content/uploads/2014_report_on_progress.pdf PRI 2014 Report on Progress] <u>Text</u>: Thank you again for attending the 2014 BSAS Sustainable Investing seminar on November 20th. As a follow-up to the event, we would like to provide you some additional information. For your convenience, we have added to the seminar landing page two recently-published documents that were referenced during the event: *The US SIF's '''Report on US Sustainable, Responsible and Impact Investing Trends 2014''' was released the day of the seminar and mentioned by several speakers. The Executive Summary is publicly available. The downloadable version of the full report is free to US SIF members. *The PRI '''Report on Progress 2014''' is the first analysis of data submitted under the PRI's new reporting framework. The nearly 800 transparency reports submitted are the largest global data yet collected on responsible investment, and the report will be the baseline against which future progress is measured. We hope you find these useful in building your understanding of sustainable investing. We also appreciate the follow-up many of you provided through conversations at the seminar and the event survey. The survey is still available and we would very much like to hear from you. Your feedback and ideas guide us as we begin planning next year's event. == People to follow-up with == 2n8yy94w14ntv6fods6ux03v950jazj 833 832 2024-05-24T04:54:39Z Michael 1 1 revision imported 832 wikitext text/x-wiki {{ProjectSubPage||}} Follow-up to the Sustainable Investing seminar: '''Session debrief''' was held {{color||2014-12-03}} at the BSAS. Notes are [https://basecamp.com/2702632/projects/6917902/documents/7298795 here on Basecamp] == Follow-up Resources == Send follow-up note to attendees with links to additional references - e.g. material mentioned as the session, other information that may be useful as follow-up for attendees. *Build list of material or links *Send material to be loaded on seminar page to George *Draft text *Send to Stephanie for distribution *Target: '''By Thursday, December 11th''' Possible sources: *Executive Summary of US SIF 2014 US Sustainable, Responsible and Impact Investing Trends :*Executive Summary at <tt>c:\Downloads\SIF_Trends_14.E.S</tt> - send to George *PRI information? - Reached out to Sonal Mahida 2014-12-08 *SASB Information? - Reached out to Doug Park 2014-12-08 '''Completed''' {{color||2014-12-09}}: <u>Documents</u>: *[http://www.ussif.org/Files/Publications/SIF_Trends_14.F.ES.pdf US SIF Report on US Sustainable, Responsible and Impact Investing Trends 2014] *[http://www.unpri.org/viewer/?file=wp-content/uploads/2014_report_on_progress.pdf PRI 2014 Report on Progress] <u>Text</u>: Thank you again for attending the 2014 BSAS Sustainable Investing seminar on November 20th. As a follow-up to the event, we would like to provide you some additional information. For your convenience, we have added to the seminar landing page two recently-published documents that were referenced during the event: *The US SIF's '''Report on US Sustainable, Responsible and Impact Investing Trends 2014''' was released the day of the seminar and mentioned by several speakers. The Executive Summary is publicly available. The downloadable version of the full report is free to US SIF members. *The PRI '''Report on Progress 2014''' is the first analysis of data submitted under the PRI's new reporting framework. The nearly 800 transparency reports submitted are the largest global data yet collected on responsible investment, and the report will be the baseline against which future progress is measured. We hope you find these useful in building your understanding of sustainable investing. We also appreciate the follow-up many of you provided through conversations at the seminar and the event survey. The survey is still available and we would very much like to hear from you. Your feedback and ideas guide us as we begin planning next year's event. == People to follow-up with == 2n8yy94w14ntv6fods6ux03v950jazj 0 433 834 2014-10-02T17:23:04Z Greis>Michael 0 /* involved::Bob Litterman */ 834 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] [[shortname::Interviews| ]] == [[involved::Bob Litterman]] == Call with Bob on {{color||2014-10-01}} to brainstorm ideas for a speaker since he will be in South America and can't do it. *Bob's [[Media:2014-chicago-erm-gs2.pdf|Presentation slides]] from panel (with Jacob Rosengarten) at the Enterprise Risk Management symposium, {{color||2014-09-30}}. '''[[involved::Jacob Rosengarten]]''' Jacob worked with/for? Bob at Goldman Sachs. Jacob was Managing Director of Risk Management and Analytics for Goldman Sachs Asset Management (GSAM). Now Executive Vice President and Chief Risk officer for '''[[involved::XL Insurance]] *[http://xlgroup.com/about-xl/who-we-are/our-leadership/jacob-rosengarten Jacob Rosengarten bio] From 1998 to 2008, Jacob served as Managing Director of Risk Management and Analytics for Goldman Sachs Asset Management (GSAM). From 1983 to 1997 he held progressively senior positions at Commodities Corporation (now GSAM's Hedge Fund Strategies Unit), including Director of Accounting, Assistant Controller, Controller and Director of Risk and Quantitative Analysis. Jacob began his career in 1979 as an auditor at Arthur Young & Company. Jacob is a CPA and holds an MBA from the University of Chicago and a Bachelor of Arts degree from Brandeis University. *LiveScience [http://www.livescience.com/39572-how-quickly-can-society-respond-to-global-risk.html article] by Bob Litterman referencing Jacob's discussion of time compression in the context of the 2008 financial crisis. *[http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471124109.html Modern Investment Management: An Equilibrium Approach] - Litterman and colleagues at GSAM (including Rosengarten) {{color||2003}} '''[[referenced::Verne Sedlacek]]''' Verne is the CEO of [[referenced::Commonfund]]. Bob and Verne will be the judges at a Yale School of Management competition in November, just before our event. The competition will feature 18 university teams putting together a recommendation for a portfolio to address stranded asset risk from fossil fuels for a university endowment and for Commonfund. He could talk about this in a keynote. *[http://www.commonfund.org/AboutUs/People/Pages/SeniorManagementandGroupHeads.aspx Verne Sedlacek bio] from Commonfund web site]: Verne Sedlacek joined Commonfund in 2002 as Executive Vice President and Chief Operating Officer and was appointed President and CEO July 1, 2003. In addition, he serves as a member of the Commonfund Group Investment Policy Committee. Prior to Commonfund, Mr. Sedlacek was President and COO of John W. Henry & Company, Inc., President and Director of Westport Capital Management Corporation and Global Capital Management Limited since 1998. Previously he served as Executive Vice President and Chief Financial Officer for the Harvard Management Company, where he was responsible for managing the areas of personnel, budgets, systems, performance, analysis, contract, credit, compliance, custody, operations, cash management, securities lending, and market risk evaluation for the then approximately $14 billion University Fund. He also has served on many not-for-profit and for-profit boards. Mr. Sedlacek currently serves on the boards of the Association of Governing Boards of Universities and Colleges, the NYSE Pension Managers Advisory Board, is a member of the Samsung Global Investment Advisory Council (SGIAC) and is on the Investment Committee for the William Penn Foundation. He earned an A.B. in Economics from Princeton University and was certified as a CPA by the State of New York in 1978. *[https://www.youtube.com/watch?v=E8YHNaT3wKI Video] of Verne discussing Commonfund's portfolio in an interview with Reuters. {{color||2013-10-06}} :*Composition: 18% US Equity; 5% International Equity; 17% Fixed Income; 25% Private Equity; 15% Venture Capital; 8% Hedge Funds; 12% Other *Notes: :*'''Private Equity''' has outperformed listed equity about 3% historically; 4-5% in 1Q2014. Believe it will continue to outperform. Being paid for illiquidity. Commonfund serves long-term investors who can handle the illiquidity. (NB: How do endowments that need significant draw for operations handle this?) :*'''Hedge Funds''' - are not a return enhancer, but a volatility reducer. Dampen downside when chosen effectively. ::*Have underperformed last 12-18 months along with the general underperformance of active managers across the board. If you can't pick stocks, you will undeperform ::*Believe active management will regain its footing and this class will again do its job :*'''Emerging Markets''' ::*Commonfund has long-term clients. They look carefully at '''demographics''' :::*US challenged, Europe even more challenged :::*EM GDP growing :::*Commonfund looks for US companies with exposure to EM :::*US stock market has done much better than the US economy. Partially due to impact of emerging market customers ::*Look to a broad range of EM assets - debt, real estate :*Real Estate in US? - Believes there are good opportunities, especially in stressed real estate. ::*Not trophy properties, which have done well already. Haven't seen the bouncback in the next tier; that's what they're looking for. '''Climate Central''' Bob is on the board of Climate Central (along with [http://www.climatecentral.org/what-we-do/people/carl-ferenbach Carl Ferenbach] of the High Meadows Fund and High Meadows Foundation. Climate Central reported on the 2013 AMS climate change attribution studies. 20 studies of 13 extreme weather events published in an annual issue of the Bulletin of the American Meteorological Society. *Five of the studies strongly agreed on climate change's role in the [http://www.climatecentral.org/news/studies-show-how-climate-change-is-baking-australia-18102 Australian drought]. *Three studies of the [http://www.climatecentral.org/news/hints-of-climate-change-in-californias-drought-18109 California drought]. Bob suggested Climate Central CEO '''[http://www.climatecentral.org/what-we-do/people/paul-hanle Paul Hanle]''' could speak on this. '''World Wildlife Fund''' Bob suggested CFO '''[[involved::Michael Bauer]]''' or CEO '''[[referenced::Carter Roberts]] of the WWF could talk about the Total Return Swap put on by the WWF to hedge against the risk of stranded fossil fuel assets. *Hedge was put on in February 2014 and is up 14% (thanks partly to the endowment divestment conversations - Stanford, Yale) '''Yale''' Bob talked about the letter from David Swensen to Yale's investment managers. We discussed David's unavailability and the unlikelihood of getting Dean Takahashi to speak (per Charley Ellis). But perhaps there is someone on the endowment board who would speak to this? Seems less likely, but should run it by Charley '''CDP''' Bob offered the CDP as a possibility. Mentioned '''Julian Porter'''. I let him know I will be speaking with them shortly to engage them in the event. == [[involved::Eric Wetlaufer]] == Call {{color||2014-06-30}} *Sent note with agenda am :* Investment Managers Jane Mendillo just signed up for PRI FCLT web site - *Larry Fink - Blackrock :*Aviva - out in front *Tom is awesome *Harvard - Bob Eccles, Bloomberg Practitioner wrap-up * == [[involved::Erika Karp]] == {{color||2014-04-23}} See [[Erika Karp/History#2014-04-23|this page]] for details. == [[contributed to::Matt Orsagh]] == {{color||2014-04-18}} *Just talked to McKinsey and CPPIB a few weeks ago about their short-term ism project. So count me in as interested." *McKinsey short term-ism :*As interested as I am...not sure where they are :*Looking at what they will do :*Heard about CFA Institute Future of Finance; connected with Matt through them :*He talked with them about three weeks ago :*Very enthusiastic - have impression they will include CFA Institute *Future of Finance :*Short term-ism is right up the alley of Future of Finanace *Areas :*Earnings guidance :*Company and board culture :*2 others '''Session Topics''' *Governance and Geography :*Right up his alley; spent too much time at GMI reading proxies all over the world :*I'm right - governance is different all over the world :*Many ways to do a session like this ::*OECD - high level ::*Look at specific geographies ::*He knows people with expertise in different markets :*Audience and perspective - ideally paints the bigger picture of the issues in governance while providing practitioner information (e.g. how to understand and evaluate Asian markets & companies) :*Matt will give this some thought. He will put together 3-4 ideas and send them next week :*Connect him with Vitaly for follow-up *Risk Management :*From the ESG perpsective ::*Blackrock big ESG team, connected to risk :*From the mainstream risk management perspective ::*Matt will try to identify a CFA Institute resource to talk with '''Follow-up:''' *Matt will send 3-4 ideas on governance and geography next week :*Connect with Vitaly *Matt will identify a mainstream risk management resource at CFA Institute == [[contributed to::Chris Davis]] == {{color||2014-04-02}} Ideas for Keynote speakers and participants: *[[referenced::Nick Robbins]] - Did climate work at HSBC *Pension Funds - [[Anne Simpson]] at CalPERS *[[referenced::Larry Fink]] at BlackRock *[[referenced::Scott Powers]] *[[referenced::Jane Ambrechtseer]] at Mercer Consulting *[[referenced::Chris McKnett]] at SSgA :*Ask Chris about [[referenced::Brian Kinney]], program manager for Green Bonds at SSgA Long-term investing theme: *[[referenced::PRI]] looking at it :*Examples - [[referenced::CPPIB]] Session ideas reviewed: *Compensation - yes, good idea *Corporate Governance *Fiduciary Duty :*[[referenced::Keith Johnson]] :*[[referenced::David Wood]] :*[[referenced::Jay Youngdall]] *Infrastructure - Real estate, real assets *Long-term Systemic Risk - Climate Change Follow-up - send Chris: *post on long-term theme *summary for Lydenberg interviews *query on Hampshire college *list of session ideas *CERES Conference attendance ---- ---- h470n0mpnqmp6c0gb7bd9feekqtr7zi 835 834 2024-05-24T04:54:39Z Michael 1 1 revision imported 834 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] [[shortname::Interviews| ]] == [[involved::Bob Litterman]] == Call with Bob on {{color||2014-10-01}} to brainstorm ideas for a speaker since he will be in South America and can't do it. *Bob's [[Media:2014-chicago-erm-gs2.pdf|Presentation slides]] from panel (with Jacob Rosengarten) at the Enterprise Risk Management symposium, {{color||2014-09-30}}. '''[[involved::Jacob Rosengarten]]''' Jacob worked with/for? Bob at Goldman Sachs. Jacob was Managing Director of Risk Management and Analytics for Goldman Sachs Asset Management (GSAM). Now Executive Vice President and Chief Risk officer for '''[[involved::XL Insurance]] *[http://xlgroup.com/about-xl/who-we-are/our-leadership/jacob-rosengarten Jacob Rosengarten bio] From 1998 to 2008, Jacob served as Managing Director of Risk Management and Analytics for Goldman Sachs Asset Management (GSAM). From 1983 to 1997 he held progressively senior positions at Commodities Corporation (now GSAM's Hedge Fund Strategies Unit), including Director of Accounting, Assistant Controller, Controller and Director of Risk and Quantitative Analysis. Jacob began his career in 1979 as an auditor at Arthur Young & Company. Jacob is a CPA and holds an MBA from the University of Chicago and a Bachelor of Arts degree from Brandeis University. *LiveScience [http://www.livescience.com/39572-how-quickly-can-society-respond-to-global-risk.html article] by Bob Litterman referencing Jacob's discussion of time compression in the context of the 2008 financial crisis. *[http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471124109.html Modern Investment Management: An Equilibrium Approach] - Litterman and colleagues at GSAM (including Rosengarten) {{color||2003}} '''[[referenced::Verne Sedlacek]]''' Verne is the CEO of [[referenced::Commonfund]]. Bob and Verne will be the judges at a Yale School of Management competition in November, just before our event. The competition will feature 18 university teams putting together a recommendation for a portfolio to address stranded asset risk from fossil fuels for a university endowment and for Commonfund. He could talk about this in a keynote. *[http://www.commonfund.org/AboutUs/People/Pages/SeniorManagementandGroupHeads.aspx Verne Sedlacek bio] from Commonfund web site]: Verne Sedlacek joined Commonfund in 2002 as Executive Vice President and Chief Operating Officer and was appointed President and CEO July 1, 2003. In addition, he serves as a member of the Commonfund Group Investment Policy Committee. Prior to Commonfund, Mr. Sedlacek was President and COO of John W. Henry & Company, Inc., President and Director of Westport Capital Management Corporation and Global Capital Management Limited since 1998. Previously he served as Executive Vice President and Chief Financial Officer for the Harvard Management Company, where he was responsible for managing the areas of personnel, budgets, systems, performance, analysis, contract, credit, compliance, custody, operations, cash management, securities lending, and market risk evaluation for the then approximately $14 billion University Fund. He also has served on many not-for-profit and for-profit boards. Mr. Sedlacek currently serves on the boards of the Association of Governing Boards of Universities and Colleges, the NYSE Pension Managers Advisory Board, is a member of the Samsung Global Investment Advisory Council (SGIAC) and is on the Investment Committee for the William Penn Foundation. He earned an A.B. in Economics from Princeton University and was certified as a CPA by the State of New York in 1978. *[https://www.youtube.com/watch?v=E8YHNaT3wKI Video] of Verne discussing Commonfund's portfolio in an interview with Reuters. {{color||2013-10-06}} :*Composition: 18% US Equity; 5% International Equity; 17% Fixed Income; 25% Private Equity; 15% Venture Capital; 8% Hedge Funds; 12% Other *Notes: :*'''Private Equity''' has outperformed listed equity about 3% historically; 4-5% in 1Q2014. Believe it will continue to outperform. Being paid for illiquidity. Commonfund serves long-term investors who can handle the illiquidity. (NB: How do endowments that need significant draw for operations handle this?) :*'''Hedge Funds''' - are not a return enhancer, but a volatility reducer. Dampen downside when chosen effectively. ::*Have underperformed last 12-18 months along with the general underperformance of active managers across the board. If you can't pick stocks, you will undeperform ::*Believe active management will regain its footing and this class will again do its job :*'''Emerging Markets''' ::*Commonfund has long-term clients. They look carefully at '''demographics''' :::*US challenged, Europe even more challenged :::*EM GDP growing :::*Commonfund looks for US companies with exposure to EM :::*US stock market has done much better than the US economy. Partially due to impact of emerging market customers ::*Look to a broad range of EM assets - debt, real estate :*Real Estate in US? - Believes there are good opportunities, especially in stressed real estate. ::*Not trophy properties, which have done well already. Haven't seen the bouncback in the next tier; that's what they're looking for. '''Climate Central''' Bob is on the board of Climate Central (along with [http://www.climatecentral.org/what-we-do/people/carl-ferenbach Carl Ferenbach] of the High Meadows Fund and High Meadows Foundation. Climate Central reported on the 2013 AMS climate change attribution studies. 20 studies of 13 extreme weather events published in an annual issue of the Bulletin of the American Meteorological Society. *Five of the studies strongly agreed on climate change's role in the [http://www.climatecentral.org/news/studies-show-how-climate-change-is-baking-australia-18102 Australian drought]. *Three studies of the [http://www.climatecentral.org/news/hints-of-climate-change-in-californias-drought-18109 California drought]. Bob suggested Climate Central CEO '''[http://www.climatecentral.org/what-we-do/people/paul-hanle Paul Hanle]''' could speak on this. '''World Wildlife Fund''' Bob suggested CFO '''[[involved::Michael Bauer]]''' or CEO '''[[referenced::Carter Roberts]] of the WWF could talk about the Total Return Swap put on by the WWF to hedge against the risk of stranded fossil fuel assets. *Hedge was put on in February 2014 and is up 14% (thanks partly to the endowment divestment conversations - Stanford, Yale) '''Yale''' Bob talked about the letter from David Swensen to Yale's investment managers. We discussed David's unavailability and the unlikelihood of getting Dean Takahashi to speak (per Charley Ellis). But perhaps there is someone on the endowment board who would speak to this? Seems less likely, but should run it by Charley '''CDP''' Bob offered the CDP as a possibility. Mentioned '''Julian Porter'''. I let him know I will be speaking with them shortly to engage them in the event. == [[involved::Eric Wetlaufer]] == Call {{color||2014-06-30}} *Sent note with agenda am :* Investment Managers Jane Mendillo just signed up for PRI FCLT web site - *Larry Fink - Blackrock :*Aviva - out in front *Tom is awesome *Harvard - Bob Eccles, Bloomberg Practitioner wrap-up * == [[involved::Erika Karp]] == {{color||2014-04-23}} See [[Erika Karp/History#2014-04-23|this page]] for details. == [[contributed to::Matt Orsagh]] == {{color||2014-04-18}} *Just talked to McKinsey and CPPIB a few weeks ago about their short-term ism project. So count me in as interested." *McKinsey short term-ism :*As interested as I am...not sure where they are :*Looking at what they will do :*Heard about CFA Institute Future of Finance; connected with Matt through them :*He talked with them about three weeks ago :*Very enthusiastic - have impression they will include CFA Institute *Future of Finance :*Short term-ism is right up the alley of Future of Finanace *Areas :*Earnings guidance :*Company and board culture :*2 others '''Session Topics''' *Governance and Geography :*Right up his alley; spent too much time at GMI reading proxies all over the world :*I'm right - governance is different all over the world :*Many ways to do a session like this ::*OECD - high level ::*Look at specific geographies ::*He knows people with expertise in different markets :*Audience and perspective - ideally paints the bigger picture of the issues in governance while providing practitioner information (e.g. how to understand and evaluate Asian markets & companies) :*Matt will give this some thought. He will put together 3-4 ideas and send them next week :*Connect him with Vitaly for follow-up *Risk Management :*From the ESG perpsective ::*Blackrock big ESG team, connected to risk :*From the mainstream risk management perspective ::*Matt will try to identify a CFA Institute resource to talk with '''Follow-up:''' *Matt will send 3-4 ideas on governance and geography next week :*Connect with Vitaly *Matt will identify a mainstream risk management resource at CFA Institute == [[contributed to::Chris Davis]] == {{color||2014-04-02}} Ideas for Keynote speakers and participants: *[[referenced::Nick Robbins]] - Did climate work at HSBC *Pension Funds - [[Anne Simpson]] at CalPERS *[[referenced::Larry Fink]] at BlackRock *[[referenced::Scott Powers]] *[[referenced::Jane Ambrechtseer]] at Mercer Consulting *[[referenced::Chris McKnett]] at SSgA :*Ask Chris about [[referenced::Brian Kinney]], program manager for Green Bonds at SSgA Long-term investing theme: *[[referenced::PRI]] looking at it :*Examples - [[referenced::CPPIB]] Session ideas reviewed: *Compensation - yes, good idea *Corporate Governance *Fiduciary Duty :*[[referenced::Keith Johnson]] :*[[referenced::David Wood]] :*[[referenced::Jay Youngdall]] *Infrastructure - Real estate, real assets *Long-term Systemic Risk - Climate Change Follow-up - send Chris: *post on long-term theme *summary for Lydenberg interviews *query on Hampshire college *list of session ideas *CERES Conference attendance ---- ---- h470n0mpnqmp6c0gb7bd9feekqtr7zi 0 434 836 2014-10-22T15:09:47Z Greis>Michael 0 836 wikitext text/x-wiki {{ProjectSubPage|project work|}} Contacts from Larry: (add to spreadsheet) *Arindam Bandopadhyaya <Arindam.Bandopadhyaya@umb.edu> chairman of the Accounting and Finance department at UMass Boston *Hugh Crowther <hugh@crowther-investment.com> Board member of QWAFAFEW *Dan diBartolomeo <dan@northinfo.com> President of BEC *Sohayla Fitzpatrick <sohaylaf@yahoo.com> Chairwomen of PRMIA qo8d75ck20tqcd0guhtvsnh8l0kc20a 837 836 2024-05-24T04:54:39Z Michael 1 1 revision imported 836 wikitext text/x-wiki {{ProjectSubPage|project work|}} Contacts from Larry: (add to spreadsheet) *Arindam Bandopadhyaya <Arindam.Bandopadhyaya@umb.edu> chairman of the Accounting and Finance department at UMass Boston *Hugh Crowther <hugh@crowther-investment.com> Board member of QWAFAFEW *Dan diBartolomeo <dan@northinfo.com> President of BEC *Sohayla Fitzpatrick <sohaylaf@yahoo.com> Chairwomen of PRMIA qo8d75ck20tqcd0guhtvsnh8l0kc20a 0 435 838 2014-08-21T03:31:47Z Greis>Michael 0 838 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] == Overview Notes == Goals: *Interest/engage mainstream investment professionals *Connect long-term & sustainable investing *Broaden view of sustainable investing - multiple asset classes Sustainable Investing is claiming a growing share of global assets under management. Its scope is expanding beyond equity markets across asset classes. (and to wider portfolio construction/goals...). This is occurring at the same time that investors and governments are increasingly concerned about the deleterious effects of short-term thinking on economic growth and well being. Sustainable Investing is claiming a growing share of global assets under management. The growth is coming not just in equities, but in all classes of assets. *Sustainable investors want to realize the benefits across their portfolios *Investors in other asset classes see an opportunity to leverage sustainable investing to reduce risk and increase opportunity Benefits to investors: *Risk reduction *Opportunities to outperform through addressing major society and economic challenges *Alignment of their investment with their values and goals Sustainable investing is by definition long-term investing. Adopting sustainable investing approaches will contribute toward moving the entire market toward the longer term. Sustainable investing is increasingly understood not as inimical to market capitalism as the engine of long-term economic growth and well-being but rather as a solution to to the short-term, quarterly earnings-focused variant of capital markets that undermines capitalism's ability to build long-term value. The size and scope of sustainable investing is impacting your investments whether you are involved with it or not. Risks and Opportunities across asset classes. Our best financial models are only accurate for about three years forward...after that, it's all uncertain, despite the large proportion of firm value in the out years Sustainable investing are by definition longer-term investors, because the core of sustainable investing is understanding how the firm's actions today affect its long-term success and that of the economy/ecosystem. *Getting more long-term investing is crucial to the health of the economy and the creation of wealth. :*short-term thinking often destroys value, rarely maximizes it *Sustainable investing is long-term investing. Its value proposition is that companies' ESG behavior today affects not only their future success (positively or negatively), but also their considerable impact on the economy and the ecosystem of their business. *Explore how embracing sustainable investing advances long-term investing generally *As long-term investors, sustainable investors aren't just invested in equities/companies. *Yet many people think of sustainable investing as all about brands and equity values. Most of the focus seems to be on brands and equity values. (Pos/neg) *Investment professionals and advisors interested in sustainable investing need to understand its impact across asset classes. *What about corporate strategy? Sustainable investing is claiming a growing share of global assets under management at the same time that investors, corporate leaders and governments are increasingly seeking to re-align investment markets toward creating long-term value and away from short-term trading. Sustainable investing takes a longer-term view, That longer-term view is increasingly '''Draft text''' Sustainable investing is claiming a growing share of global assets under management at the same time that investors, corporate leaders and governments are increasingly seeking to re-align investment markets toward creating long-term value and away from short-term trading. '''Background ''' A theme we plan to build around is "investing for the long term". The idea germinated with the conversations at the November session about short-term thinking as on obstacle to sustainable investing. It crystallized for me when I read the article by Dominic Barton of McKinsey and Mark Wiseman of the CPPIB on "Focusing Capital on the Long Term". When you look at their recommendations to promote longer-term investing, you see sustainable investing. Making this connection supports a primary objective of these seminars - attracting a diverse group of mainstream investment professionals. We had excellent success with this last November and plan to build on that this fall. '''Statistics, numbers and facts:''' *UN PRI - Over 1,200 signatories, over $45 trillion AUM as of April, 2014 *US$ 13.6 trillion as of December 31, 2011 (From GSIA SI 2012 report) *'''Fixed income managers shift focus to ESG''' - Study by JANA (Australian Wealth Managemer Firm) :*[http://www.financialobserver.com.au/articles/fi-managers-skilled-in-esg-jana Financial Observer] article, Australia {{color||2014-07-15}} :*[http://www.jana.com.au/myconsultant-july-2014-edition/ Download article] from JANA newsletter :*[http://www.jana.com.au/about-us/company-profile/ About JANA] ::*JANA Investment Advisers Pty Ltd (JANA) is a leading investment consulting firm, with offices in Melbourne and Sydney. ::*Our core business is providing traditional and implemented consulting advice to institutional clients, including corporate, industry and public sector superannuation clients as well as charities, foundations and endowment clients. ::*As at 31 December 2012, we advised over 100 clients with assets of $245bn. This includes $25bn on JANA’s investment platform. Sam Palmisano and HBR podcast/article on eschewing quarterly investor calls '''PRI/LEAD [http://www.unglobalcompact.org/docs/issues_doc/lead/LEAD_ShortTermism.pdf report]''' - ) Coping, Shifting, Changing: Strategies for Managing the Impacts of Investor Short-Termism on Corporate Sustainability (downloaded 2014-07-21 *Cope with existing short term-ism in their investor base :*Implement sustainability strategies that provide clear short-term benefits :*Communicate short and long-term benefits of sustainability strategies; tie to NPV *Shift to a more long-term investor base :*Communicate how sustainability strategy (and overall strategy) create long-term value :*Tie senior management compensation to long-term performance - financnial & non-financial metrics :*Stop quarterly guidance and focus on long-term issues and metrics :*Articulate clearly boards' duties as stewards of the company, their commitment to long-term decision making, define long-term and relate that to their business and investment cycles *Support wider systemic change in the financial markets :*Their own investments, pension funds jgzgd9gdic8dc9fpo1lh47yzv0cxlw7 839 838 2024-05-24T04:54:39Z Michael 1 1 revision imported 838 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] == Overview Notes == Goals: *Interest/engage mainstream investment professionals *Connect long-term & sustainable investing *Broaden view of sustainable investing - multiple asset classes Sustainable Investing is claiming a growing share of global assets under management. Its scope is expanding beyond equity markets across asset classes. (and to wider portfolio construction/goals...). This is occurring at the same time that investors and governments are increasingly concerned about the deleterious effects of short-term thinking on economic growth and well being. Sustainable Investing is claiming a growing share of global assets under management. The growth is coming not just in equities, but in all classes of assets. *Sustainable investors want to realize the benefits across their portfolios *Investors in other asset classes see an opportunity to leverage sustainable investing to reduce risk and increase opportunity Benefits to investors: *Risk reduction *Opportunities to outperform through addressing major society and economic challenges *Alignment of their investment with their values and goals Sustainable investing is by definition long-term investing. Adopting sustainable investing approaches will contribute toward moving the entire market toward the longer term. Sustainable investing is increasingly understood not as inimical to market capitalism as the engine of long-term economic growth and well-being but rather as a solution to to the short-term, quarterly earnings-focused variant of capital markets that undermines capitalism's ability to build long-term value. The size and scope of sustainable investing is impacting your investments whether you are involved with it or not. Risks and Opportunities across asset classes. Our best financial models are only accurate for about three years forward...after that, it's all uncertain, despite the large proportion of firm value in the out years Sustainable investing are by definition longer-term investors, because the core of sustainable investing is understanding how the firm's actions today affect its long-term success and that of the economy/ecosystem. *Getting more long-term investing is crucial to the health of the economy and the creation of wealth. :*short-term thinking often destroys value, rarely maximizes it *Sustainable investing is long-term investing. Its value proposition is that companies' ESG behavior today affects not only their future success (positively or negatively), but also their considerable impact on the economy and the ecosystem of their business. *Explore how embracing sustainable investing advances long-term investing generally *As long-term investors, sustainable investors aren't just invested in equities/companies. *Yet many people think of sustainable investing as all about brands and equity values. Most of the focus seems to be on brands and equity values. (Pos/neg) *Investment professionals and advisors interested in sustainable investing need to understand its impact across asset classes. *What about corporate strategy? Sustainable investing is claiming a growing share of global assets under management at the same time that investors, corporate leaders and governments are increasingly seeking to re-align investment markets toward creating long-term value and away from short-term trading. Sustainable investing takes a longer-term view, That longer-term view is increasingly '''Draft text''' Sustainable investing is claiming a growing share of global assets under management at the same time that investors, corporate leaders and governments are increasingly seeking to re-align investment markets toward creating long-term value and away from short-term trading. '''Background ''' A theme we plan to build around is "investing for the long term". The idea germinated with the conversations at the November session about short-term thinking as on obstacle to sustainable investing. It crystallized for me when I read the article by Dominic Barton of McKinsey and Mark Wiseman of the CPPIB on "Focusing Capital on the Long Term". When you look at their recommendations to promote longer-term investing, you see sustainable investing. Making this connection supports a primary objective of these seminars - attracting a diverse group of mainstream investment professionals. We had excellent success with this last November and plan to build on that this fall. '''Statistics, numbers and facts:''' *UN PRI - Over 1,200 signatories, over $45 trillion AUM as of April, 2014 *US$ 13.6 trillion as of December 31, 2011 (From GSIA SI 2012 report) *'''Fixed income managers shift focus to ESG''' - Study by JANA (Australian Wealth Managemer Firm) :*[http://www.financialobserver.com.au/articles/fi-managers-skilled-in-esg-jana Financial Observer] article, Australia {{color||2014-07-15}} :*[http://www.jana.com.au/myconsultant-july-2014-edition/ Download article] from JANA newsletter :*[http://www.jana.com.au/about-us/company-profile/ About JANA] ::*JANA Investment Advisers Pty Ltd (JANA) is a leading investment consulting firm, with offices in Melbourne and Sydney. ::*Our core business is providing traditional and implemented consulting advice to institutional clients, including corporate, industry and public sector superannuation clients as well as charities, foundations and endowment clients. ::*As at 31 December 2012, we advised over 100 clients with assets of $245bn. This includes $25bn on JANA’s investment platform. Sam Palmisano and HBR podcast/article on eschewing quarterly investor calls '''PRI/LEAD [http://www.unglobalcompact.org/docs/issues_doc/lead/LEAD_ShortTermism.pdf report]''' - ) Coping, Shifting, Changing: Strategies for Managing the Impacts of Investor Short-Termism on Corporate Sustainability (downloaded 2014-07-21 *Cope with existing short term-ism in their investor base :*Implement sustainability strategies that provide clear short-term benefits :*Communicate short and long-term benefits of sustainability strategies; tie to NPV *Shift to a more long-term investor base :*Communicate how sustainability strategy (and overall strategy) create long-term value :*Tie senior management compensation to long-term performance - financnial & non-financial metrics :*Stop quarterly guidance and focus on long-term issues and metrics :*Articulate clearly boards' duties as stewards of the company, their commitment to long-term decision making, define long-term and relate that to their business and investment cycles *Support wider systemic change in the financial markets :*Their own investments, pension funds jgzgd9gdic8dc9fpo1lh47yzv0cxlw7 0 436 840 2014-10-21T19:19:56Z Greis>Michael 0 840 wikitext text/x-wiki {{ProjectSubPage|project work|}} List of potential Research Lounge (and sponsorship) invitees on Basecamp. == Mike Krzus == Call {{color||2014-10-21}} *Describes himself as a SEC Reporting Geek. *Background in industry and in public accounting :*Large Chicago firm; Arthur Anderson, others, Grant Thornton :*Got very involved in non-financial accounting issues shortly after joining GT in 2002 :*Became the voice of the firm Enhanced Business Reporting - was the initiative Bob & Mike were pushing *Morphed into Integrated Rreporting around 2008 *Hadn't gotten traction on EBR Mike did a lot of travel with GT, getting information for book, speaking to organization. Left GR in 2011 (August) *Mandatory retirement at 62 *Started own consultancy focused on one reporting Bob and he have collaborated on 5-6 HBS case studies focused on IR *Articles written (solo and with Bob) *Book chapters Everything he's done since 2009 has been focused on IR. *Working with some of the companies in IIRC pilot program *Also worked with some of accounting firms on whether they should provide IR service Looking forward to being at event. Europe - push for EU regulation, mandatory reporting through stock markets IIRC has done a tremendous job, but doesn't understand the US. No footprint here, don't know how to engage with the business community. Conversation about why this type of reporting is important and valuable to analysts. Can be hard on IR movement - in some ways we've created another report. *Paper reports don't make sense to some degree *How to leverage technology to make this information available. What about XBRL? *Believe GRI engaged Deloitte in NL to create an XBRL taxonomy for G4. Is it done? Guessing it is either done or close to completion. Is XBRL the right technology? *Who builds the taxonomies? :*A firm has to build a taxonomy and donate it to the public. That won't happen. Huge hurdles for XBRL - who's going to do it, maintain it? Neither Eccles nor he have an understanding of the technology involved. Strip PDF? Pull information from elsewhere? * *MG Big data/data analytics could help, but how effective without an underlying structure. Ground up? You have to know what you're looking for? How does integrated reporting exploted? If GRI has a taxonomy and if companies use it, that might be a structure from which you could extract useful, granular information. Vision of a web site where you can drill down for greater understanding. How do all these organizations and initiatives collaborate? Perception of dueling standards? * More optimistic than were several years ago. What is status of organizations? *Change in leadership of GRI has brought a slightly different perspective :*Board & CEO at moercy of stakeholders :*Bob spent time with GRI CEO, relationship with Christie Wood, board chair :*Foundation of a better relationsihp is there. Eccles and Mike were there when the idea of an IIRC was raised 4-5 years ago. Moving toward *Sees frameworks as more complementary than competitive. How much time will the marketplace give the organizations? Investment community grappling with same issues as prof services firms. How much should you invest in IR or any of these areas? US Problem - awareness Consultant to Investor Relations - article from current IR magazine *Is Integrated Reporting an idea who has come for Investor Relations? *CFO's and Corporate Controllers get it when you show them the connection between financinal and non-financial informaiton. *Room for the IIRC to take a more vocal role with companies Do some work for a company that developed a sustainability rating tool *They buy data from MSCI. He looks at data from MSCI, and sees data that would be valuable to integrated reporting. More data is there and coming.... Another good sign. *Tried to map 10K to the integrated reporting framework *S-K - description of business, legal proceedings *Did it in practice for a client within the last month..... :*Amount of information in a 10-K that needs to be in an integrated report is substantial :*Caveat - 10-K is written in a legal manner, framework. Would have to rewrite ::*Risk factors are there, but how you want to talk about them is different. IRC in London would say that 10-K could never be an integrated report. *If SASB could get some of the Very different materiality assessment for GRI, IR and 10-K, but consultant said have to to three different analyses. Materiality tackled in two separate chapters....approach for materiality in integrated report. *Played with it in real world... worked Company that has done a GRI report for years. Have a very robust stakeholder engagement process. What would this look like in an integrated report? *How do we compartmentalize this? What is relevant to the company with respect to long-term viability? What are shared by outside stakeholders? *What are 3,5,7 issues that we really need to cover? Mitigate risks, leverage opportunities. 10-K information is very relevant to an IR Sustainability report information was valuable to an IR analysis. Put something together Presentation by a European company to persuade board to do Integrated Reporting. Had a diagram of how all the pieces fit together. If he can find it, he will send it. Mike will see if the work he did for that company could be "sanitized" and used as an example of how existing disclosure information can be leveraged to generate what's needed for an integrated report. Could we create a presentation that would pull all these things together and show investment professionals how this information could be valuable? Could be of broad interest. Can we get investment professionals to see these many reports as being useful parts of a greater whole? ---- hn31mg4lu2istg03w0csa80ercjczef 841 840 2024-05-24T04:54:39Z Michael 1 1 revision imported 840 wikitext text/x-wiki {{ProjectSubPage|project work|}} List of potential Research Lounge (and sponsorship) invitees on Basecamp. == Mike Krzus == Call {{color||2014-10-21}} *Describes himself as a SEC Reporting Geek. *Background in industry and in public accounting :*Large Chicago firm; Arthur Anderson, others, Grant Thornton :*Got very involved in non-financial accounting issues shortly after joining GT in 2002 :*Became the voice of the firm Enhanced Business Reporting - was the initiative Bob & Mike were pushing *Morphed into Integrated Rreporting around 2008 *Hadn't gotten traction on EBR Mike did a lot of travel with GT, getting information for book, speaking to organization. Left GR in 2011 (August) *Mandatory retirement at 62 *Started own consultancy focused on one reporting Bob and he have collaborated on 5-6 HBS case studies focused on IR *Articles written (solo and with Bob) *Book chapters Everything he's done since 2009 has been focused on IR. *Working with some of the companies in IIRC pilot program *Also worked with some of accounting firms on whether they should provide IR service Looking forward to being at event. Europe - push for EU regulation, mandatory reporting through stock markets IIRC has done a tremendous job, but doesn't understand the US. No footprint here, don't know how to engage with the business community. Conversation about why this type of reporting is important and valuable to analysts. Can be hard on IR movement - in some ways we've created another report. *Paper reports don't make sense to some degree *How to leverage technology to make this information available. What about XBRL? *Believe GRI engaged Deloitte in NL to create an XBRL taxonomy for G4. Is it done? Guessing it is either done or close to completion. Is XBRL the right technology? *Who builds the taxonomies? :*A firm has to build a taxonomy and donate it to the public. That won't happen. Huge hurdles for XBRL - who's going to do it, maintain it? Neither Eccles nor he have an understanding of the technology involved. Strip PDF? Pull information from elsewhere? * *MG Big data/data analytics could help, but how effective without an underlying structure. Ground up? You have to know what you're looking for? How does integrated reporting exploted? If GRI has a taxonomy and if companies use it, that might be a structure from which you could extract useful, granular information. Vision of a web site where you can drill down for greater understanding. How do all these organizations and initiatives collaborate? Perception of dueling standards? * More optimistic than were several years ago. What is status of organizations? *Change in leadership of GRI has brought a slightly different perspective :*Board & CEO at moercy of stakeholders :*Bob spent time with GRI CEO, relationship with Christie Wood, board chair :*Foundation of a better relationsihp is there. Eccles and Mike were there when the idea of an IIRC was raised 4-5 years ago. Moving toward *Sees frameworks as more complementary than competitive. How much time will the marketplace give the organizations? Investment community grappling with same issues as prof services firms. How much should you invest in IR or any of these areas? US Problem - awareness Consultant to Investor Relations - article from current IR magazine *Is Integrated Reporting an idea who has come for Investor Relations? *CFO's and Corporate Controllers get it when you show them the connection between financinal and non-financial informaiton. *Room for the IIRC to take a more vocal role with companies Do some work for a company that developed a sustainability rating tool *They buy data from MSCI. He looks at data from MSCI, and sees data that would be valuable to integrated reporting. More data is there and coming.... Another good sign. *Tried to map 10K to the integrated reporting framework *S-K - description of business, legal proceedings *Did it in practice for a client within the last month..... :*Amount of information in a 10-K that needs to be in an integrated report is substantial :*Caveat - 10-K is written in a legal manner, framework. Would have to rewrite ::*Risk factors are there, but how you want to talk about them is different. IRC in London would say that 10-K could never be an integrated report. *If SASB could get some of the Very different materiality assessment for GRI, IR and 10-K, but consultant said have to to three different analyses. Materiality tackled in two separate chapters....approach for materiality in integrated report. *Played with it in real world... worked Company that has done a GRI report for years. Have a very robust stakeholder engagement process. What would this look like in an integrated report? *How do we compartmentalize this? What is relevant to the company with respect to long-term viability? What are shared by outside stakeholders? *What are 3,5,7 issues that we really need to cover? Mitigate risks, leverage opportunities. 10-K information is very relevant to an IR Sustainability report information was valuable to an IR analysis. Put something together Presentation by a European company to persuade board to do Integrated Reporting. Had a diagram of how all the pieces fit together. If he can find it, he will send it. Mike will see if the work he did for that company could be "sanitized" and used as an example of how existing disclosure information can be leveraged to generate what's needed for an integrated report. Could we create a presentation that would pull all these things together and show investment professionals how this information could be valuable? Could be of broad interest. Can we get investment professionals to see these many reports as being useful parts of a greater whole? ---- hn31mg4lu2istg03w0csa80ercjczef 0 437 842 2017-01-26T00:18:38Z Greis>Michael 0 842 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] *MJG BSAS Newsletter [http://www.bsas.org/wcm/Landing_Pages/BSAS_2014_Sustainable_Investing_Seminar.aspx?utm_source=September+Newsletter+2014&utm_campaign=September+Newsletter+2014&utm_medium=email article] on developing the 2014 event. {{color||2014-09-03}} *[[Focusing_Capital_on_the_Long_Term|Summary and analysis]] of HBR Focusing Capital for the Long Term article *[http://www.fclt.org/en/home.html Focusing Capital on the Long Term initiative] :*[http://www.fclt.org/en/resources/resourcestopic.html Resources] recommended by FCLT :*HBR [http://stream1.krm.com/Mediasite5/Play/a534b52a6eee411797449ef15a500ab21d webinar] with Dominic Barton (1 hour) :::Note: Mediasite technology by [http://www.sonicfoundry.com SonicFoundry] used. *PRI Long-term investing initiative - [http://www.unpri.org/areas-of-work/policy-and-research/long-term-responsible-investing-literature-review/ Literature Review] *[http://gndi.weebly.com/curbing-excessive-short-termism.html Curbing Excessive Short-termism] from the Global Network of Directors Institute, {{color||2014-05}} *[http://gndi.weebly.com GNDI] is a collaboration of national membership associations for corporate directors. :*The US [http://www.nacdonline.org NACD] (National Organization of Corporate Directors is a member :*Directors' organizations provide "expertise in corporate governance and professional director development". *European parliament vote {{color||2014-04}} to [http://ec.europa.eu/internal_market/accounting/non-financial_reporting/index_en.htm require ESG (non-finanical) disclosure] by larger European companies (500+ employees, expected to cover 6,000 companies) *JBE [http://link.springer.com/article/10.1007%2Fs10551-014-2323-4 article] on ESG ratings. *NYSSA [http://www.nyssa.org/programs/upcomingprograms/ctl/viewdetail/mid/1169/itemid/1991/d/20140513.aspx Sustainable Investing] event - {{color||2014-05-13}} == John Sterman == '''[[referenced::John Sterman]]''', MIT :*Reading for 2014-09-04 Colloquium at Tellus - [http://global.oup.com/academic/product/leading-sustainable-change-9780198704072;jsessionid=03851A4EBCD65593A047FB5E5A93E67E?cc=us&lang=en& Leading Sustainable Change] - An Organizational Perspective ::*Edited by Rebecca Henderson, Ranjay Gulati, and Michael Tushman ::*Create a book entry for this. ::*Excerpt provided == Liv Watson == [[referenced::Liv Watson]], XBRL, Workiva One of the original developers of the XBRL standard. Works as a consultant and speaker on standards. Bob Eccles co-author for his forthcoming book. See e-mail {{color||2014-09-25]] about engaging her for the seminar. ---- pykm0hj9uadj6k3m3z9jih4lxw21z41 843 842 2024-05-24T04:54:39Z Michael 1 1 revision imported 842 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] *MJG BSAS Newsletter [http://www.bsas.org/wcm/Landing_Pages/BSAS_2014_Sustainable_Investing_Seminar.aspx?utm_source=September+Newsletter+2014&utm_campaign=September+Newsletter+2014&utm_medium=email article] on developing the 2014 event. {{color||2014-09-03}} *[[Focusing_Capital_on_the_Long_Term|Summary and analysis]] of HBR Focusing Capital for the Long Term article *[http://www.fclt.org/en/home.html Focusing Capital on the Long Term initiative] :*[http://www.fclt.org/en/resources/resourcestopic.html Resources] recommended by FCLT :*HBR [http://stream1.krm.com/Mediasite5/Play/a534b52a6eee411797449ef15a500ab21d webinar] with Dominic Barton (1 hour) :::Note: Mediasite technology by [http://www.sonicfoundry.com SonicFoundry] used. *PRI Long-term investing initiative - [http://www.unpri.org/areas-of-work/policy-and-research/long-term-responsible-investing-literature-review/ Literature Review] *[http://gndi.weebly.com/curbing-excessive-short-termism.html Curbing Excessive Short-termism] from the Global Network of Directors Institute, {{color||2014-05}} *[http://gndi.weebly.com GNDI] is a collaboration of national membership associations for corporate directors. :*The US [http://www.nacdonline.org NACD] (National Organization of Corporate Directors is a member :*Directors' organizations provide "expertise in corporate governance and professional director development". *European parliament vote {{color||2014-04}} to [http://ec.europa.eu/internal_market/accounting/non-financial_reporting/index_en.htm require ESG (non-finanical) disclosure] by larger European companies (500+ employees, expected to cover 6,000 companies) *JBE [http://link.springer.com/article/10.1007%2Fs10551-014-2323-4 article] on ESG ratings. *NYSSA [http://www.nyssa.org/programs/upcomingprograms/ctl/viewdetail/mid/1169/itemid/1991/d/20140513.aspx Sustainable Investing] event - {{color||2014-05-13}} == John Sterman == '''[[referenced::John Sterman]]''', MIT :*Reading for 2014-09-04 Colloquium at Tellus - [http://global.oup.com/academic/product/leading-sustainable-change-9780198704072;jsessionid=03851A4EBCD65593A047FB5E5A93E67E?cc=us&lang=en& Leading Sustainable Change] - An Organizational Perspective ::*Edited by Rebecca Henderson, Ranjay Gulati, and Michael Tushman ::*Create a book entry for this. ::*Excerpt provided == Liv Watson == [[referenced::Liv Watson]], XBRL, Workiva One of the original developers of the XBRL standard. Works as a consultant and speaker on standards. Bob Eccles co-author for his forthcoming book. See e-mail {{color||2014-09-25]] about engaging her for the seminar. ---- pykm0hj9uadj6k3m3z9jih4lxw21z41 0 438 844 2014-10-07T17:25:33Z Greis>Michael 0 844 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] Sessions: *Keynote - Verne Sedlacek *'''<span style="text-decoration: line-through;">Portfolio Construction</span>''' for Sustainable Investing (''Chris'') [http://basecamp.com/2702632/projects/6917902/uploads/16739546 Draft posted] *'''<span style="text-decoration: line-through;">Creating value through Shareholder Engagement</span>''' (''Michael/Nate'') [http://basecamp.com/2702632/projects/6917902/uploads/16744233 Draft posted] *'''<span style="text-decoration: line-through;">Governance and Geography: Impact of Governance on Global Equity Markets</span>''' (''Vitaly'') - [http://basecamp.com/2702632/projects/6917902/uploads/16739808 Draft posted] *'''<span style="text-decoration: line-through;">Information Providers</span>''' (''Michael/Larry'') - [http://basecamp.com/2702632/projects/6917902/uploads/16583163 Draft posted] *'''<span style="text-decoration: line-through;">Research Lounge</span>''' (''Larry/Michael'') - [http://basecamp.com/2702632/projects/6917902/uploads/17070387 Draft posted] (of participant invitation) :*Also need description for attendees - (''Jeremy'') - edited version of invitation *'''<span style="text-decoration: line-through;">Fixed Income Investment Opportunities</span>''' (''Rob'') [http://basecamp.com/2702632/projects/6917902/uploads/16672896 Draft posted] *'''<span style="text-decoration: line-through;">ESG Integration Across Asset Classes</span>''' (''Noel'') [http://basecamp.com/2702632/projects/6917902/uploads/16955764 Draft posted] *'''Supply Chain risk across sectors''' (''Jose Luis'') - [http://basecamp.com/2702632/projects/6917902/uploads/109104218 Draft posted] *Measurement/Metrics or keynote wrap-up session (''Michael'') == Fixed Income Investment Opportunities Panel == Sustainable investing is a growing practice in fixed income. Evaluating risk is central to all fixed income investing, so it is not surprising that an increasing number of investors are considering the impact of ESG factors on the value of the corporate debt and municipal bonds in their portfolio. But the rapid growth of the green bond market, impact investments and other vehicles are also providing investors with new fixed income investment choices targeting sustainability challenges and opportunities. The panel will review the options available to investors seeking to incorporate sustainable investing into their fixed income portfolios. The discussion will feature perspectives from a municipality, a multi-development bank green bond pioneer, and an underwriter bringing green bonds to market. Topics will include integration of ESG factors into fixed income analysis, types of municipal bond issuers and the impact investing opportunities they offer, the evolution and current state of the green bond market, and what sustainable fixed income investing may look like in the future. Panelists *'''Tim Coffin''', Senior Vice President, Breckinridge Capital Advisors (Moderator) *'''Mark Kim''', Chief Financial Officer, DC Water *'''Heike Reichelt''', Head of Investor Relations and New Products, The World Bank *'''Maulin Shah''', Capital Markets, Bank of America Merrill Lynch == Information Provider Panel == Sources of information on ESG factors available to investment professionals have exploded in recent years, and providers are continuously adding information and enhancing tools to make the information more useful. Sustainable investors typically use several such sources. Moderator Heidi Soumerai, an investment professional who has evaluated and uses multiple sources of ESG information for decision making, will lead an interactive conversation with three leading information providers. The panel discussion will showcase the range of capabilities, variety of uses, and some challenges faced by information providers in delivering actionable information to investors. Our goal is to enable attendees to more effectively engage with these providers - and others - to select and make productive use of the information now available and still to come. We hope that attendees will take advantage of the (poster session/facility) during lunch and the breaks to have one-on-one conversations with the panelists and the other providers present while the session is still fresh in their minds. ---- iw68xfrpkbtgdi036aoqrrbexmqeyy3 845 844 2024-05-24T04:54:39Z Michael 1 1 revision imported 844 wikitext text/x-wiki [[entity of::{{BASEPAGENAME}}| ]] [[activity type::project work| ]] [[shortname::{{SUBPAGENAME}}| ]] Sessions: *Keynote - Verne Sedlacek *'''<span style="text-decoration: line-through;">Portfolio Construction</span>''' for Sustainable Investing (''Chris'') [http://basecamp.com/2702632/projects/6917902/uploads/16739546 Draft posted] *'''<span style="text-decoration: line-through;">Creating value through Shareholder Engagement</span>''' (''Michael/Nate'') [http://basecamp.com/2702632/projects/6917902/uploads/16744233 Draft posted] *'''<span style="text-decoration: line-through;">Governance and Geography: Impact of Governance on Global Equity Markets</span>''' (''Vitaly'') - [http://basecamp.com/2702632/projects/6917902/uploads/16739808 Draft posted] *'''<span style="text-decoration: line-through;">Information Providers</span>''' (''Michael/Larry'') - [http://basecamp.com/2702632/projects/6917902/uploads/16583163 Draft posted] *'''<span style="text-decoration: line-through;">Research Lounge</span>''' (''Larry/Michael'') - [http://basecamp.com/2702632/projects/6917902/uploads/17070387 Draft posted] (of participant invitation) :*Also need description for attendees - (''Jeremy'') - edited version of invitation *'''<span style="text-decoration: line-through;">Fixed Income Investment Opportunities</span>''' (''Rob'') [http://basecamp.com/2702632/projects/6917902/uploads/16672896 Draft posted] *'''<span style="text-decoration: line-through;">ESG Integration Across Asset Classes</span>''' (''Noel'') [http://basecamp.com/2702632/projects/6917902/uploads/16955764 Draft posted] *'''Supply Chain risk across sectors''' (''Jose Luis'') - [http://basecamp.com/2702632/projects/6917902/uploads/109104218 Draft posted] *Measurement/Metrics or keynote wrap-up session (''Michael'') == Fixed Income Investment Opportunities Panel == Sustainable investing is a growing practice in fixed income. Evaluating risk is central to all fixed income investing, so it is not surprising that an increasing number of investors are considering the impact of ESG factors on the value of the corporate debt and municipal bonds in their portfolio. But the rapid growth of the green bond market, impact investments and other vehicles are also providing investors with new fixed income investment choices targeting sustainability challenges and opportunities. The panel will review the options available to investors seeking to incorporate sustainable investing into their fixed income portfolios. The discussion will feature perspectives from a municipality, a multi-development bank green bond pioneer, and an underwriter bringing green bonds to market. Topics will include integration of ESG factors into fixed income analysis, types of municipal bond issuers and the impact investing opportunities they offer, the evolution and current state of the green bond market, and what sustainable fixed income investing may look like in the future. Panelists *'''Tim Coffin''', Senior Vice President, Breckinridge Capital Advisors (Moderator) *'''Mark Kim''', Chief Financial Officer, DC Water *'''Heike Reichelt''', Head of Investor Relations and New Products, The World Bank *'''Maulin Shah''', Capital Markets, Bank of America Merrill Lynch == Information Provider Panel == Sources of information on ESG factors available to investment professionals have exploded in recent years, and providers are continuously adding information and enhancing tools to make the information more useful. Sustainable investors typically use several such sources. Moderator Heidi Soumerai, an investment professional who has evaluated and uses multiple sources of ESG information for decision making, will lead an interactive conversation with three leading information providers. The panel discussion will showcase the range of capabilities, variety of uses, and some challenges faced by information providers in delivering actionable information to investors. Our goal is to enable attendees to more effectively engage with these providers - and others - to select and make productive use of the information now available and still to come. We hope that attendees will take advantage of the (poster session/facility) during lunch and the breaks to have one-on-one conversations with the panelists and the other providers present while the session is still fresh in their minds. ---- iw68xfrpkbtgdi036aoqrrbexmqeyy3 0 439 846 2014-10-07T17:51:35Z Greis>Michael 0 Created page with "<u>Sponsorship</u>: *'''MSCI''' - Whitney Rauschenbach; whitney.rauschenbach@msci.com; tentative *'''Bloomberg''' - Andrew Park; apark29@bloomberg.net; pending response *'''Su..." 846 wikitext text/x-wiki <u>Sponsorship</u>: *'''MSCI''' - Whitney Rauschenbach; whitney.rauschenbach@msci.com; tentative *'''Bloomberg''' - Andrew Park; apark29@bloomberg.net; pending response *'''Sustainalytics''' - Nina van Ewijk; nina.vanewijk@sustainalytics.com; pending response *'''Breckenridge''' - Robert Fernandez; rfernandez@breckinridge.com; confirmed silver *'''Trillium''' - confirmed gold sponsor; Lisa MacKinnon, VP Sales & Marketing; lmackinnon@trilliuminvest.com; (617) 532-6665 <u>Research Lounge</u> (and possible sponsorship): *'''Mike Krzus''', Bob Eccles co-author - Rob & Michael talked with him 10/6. He want to come and would be interested in participating in the Research Lounge for the book. They would make the preface available for distribution. We will have follow-up conversations on having the book available, etc. *'''Workiva''' - (via Bob Eccles) - Workiva, formerly Web Filings, is collaborating with Eccles to promote the book and their business. This will include a CEO letter, bulk purchases, making chapters available online, etc. Rob & Michael suggested they consider the research lounge. Rob will send them material. *'''Trucost''' *'''Thomson Reuters''' - William Tam; william.tam@thomsonreuters.com; pending response *'''HIP Investor''' - (Larry?) *'''PAX World''' - (Michael) *'''Ceres - Michael has talked with Ceres and they are interested in the research lounge. *'''SASB - (Michael) *'''CDP (Carbon Disclosure Project) - Michael talked with Chris Fowle on 10/6. They are interested in the Research Lounge and will also help promote the session to their signatories and members in the Boston area. They have an organization-wide meeting in London the week of the session, so Chris can't come. Katherine Smith, who is Exec. Director of BC's Center for Corporate Citizenship, works with CDP and could possibly represent them (and her own center). *Universities: :*'''MIT/Sloan''' :*'''Harvard''' - Centers?, HBS? :*'''BC''' :*'''Others?''' 2tj2z5nlh2e3cq7p8w9wv4l7um9n91y 847 846 2024-05-24T04:54:39Z Michael 1 1 revision imported 846 wikitext text/x-wiki <u>Sponsorship</u>: *'''MSCI''' - Whitney Rauschenbach; whitney.rauschenbach@msci.com; tentative *'''Bloomberg''' - Andrew Park; apark29@bloomberg.net; pending response *'''Sustainalytics''' - Nina van Ewijk; nina.vanewijk@sustainalytics.com; pending response *'''Breckenridge''' - Robert Fernandez; rfernandez@breckinridge.com; confirmed silver *'''Trillium''' - confirmed gold sponsor; Lisa MacKinnon, VP Sales & Marketing; lmackinnon@trilliuminvest.com; (617) 532-6665 <u>Research Lounge</u> (and possible sponsorship): *'''Mike Krzus''', Bob Eccles co-author - Rob & Michael talked with him 10/6. He want to come and would be interested in participating in the Research Lounge for the book. They would make the preface available for distribution. We will have follow-up conversations on having the book available, etc. *'''Workiva''' - (via Bob Eccles) - Workiva, formerly Web Filings, is collaborating with Eccles to promote the book and their business. This will include a CEO letter, bulk purchases, making chapters available online, etc. Rob & Michael suggested they consider the research lounge. Rob will send them material. *'''Trucost''' *'''Thomson Reuters''' - William Tam; william.tam@thomsonreuters.com; pending response *'''HIP Investor''' - (Larry?) *'''PAX World''' - (Michael) *'''Ceres - Michael has talked with Ceres and they are interested in the research lounge. *'''SASB - (Michael) *'''CDP (Carbon Disclosure Project) - Michael talked with Chris Fowle on 10/6. They are interested in the Research Lounge and will also help promote the session to their signatories and members in the Boston area. They have an organization-wide meeting in London the week of the session, so Chris can't come. Katherine Smith, who is Exec. Director of BC's Center for Corporate Citizenship, works with CDP and could possibly represent them (and her own center). *Universities: :*'''MIT/Sloan''' :*'''Harvard''' - Centers?, HBS? :*'''BC''' :*'''Others?''' 2tj2z5nlh2e3cq7p8w9wv4l7um9n91y 0 440 848 2014-10-20T14:13:23Z Greis>Michael 0 848 wikitext text/x-wiki {{ProjectSubPage||}} ::Note: This page maintains a list and short notes from team meetings. If more substantive notes are needed, create individual pages for each meeting using the "recurring meeting" activity type {{color||2014-10-20}} - [[BSAS/Sustainable Investing 2014/2014-10-20 Meeting|Team Meeting]] {{color||2014-09-22}} - Team Meeting {{color||2014-09-03}} - Team Meeting {{color||2014-08-11}} - Update conference call with Stephanie and Moe {{color||2014-08-07}} - Team Meeting (calendar invite title is "ESG Planning" {{color||2014-07-15}} - Team conference call {{color||2014-06-12}} - Team Conference call {{color||2014-05-27}} - Team meeting? {{color||2014-04-29}} - Team meeting {{color||2014-03-26}} :*Confirmed long-term theme :*Reviewed keynote candidates - :*Fleshed out topic and panel ideas {{color||2014-02-28}} :*Space in high demand - holding 11/11, 11/20 (Back Bay Sheraton, Westin Waterfront) :*Initial planning meeting - Nate, MJG & BSAS Staff :*Discussed theme - long-term investing :*ID'd several keynotes :*Outlined session ideas & themes {{color||2014-01-13}} :*Planning 2013 session review and initial 2014 planning with team in '''January 2014''' :*Discuss themes, scope, possible dates and possible speakers (especially keynote ideas) iim6zflxxjtwcxninxqwjgqpxyse9cs 849 848 2024-05-24T04:54:39Z Michael 1 1 revision imported 848 wikitext text/x-wiki {{ProjectSubPage||}} ::Note: This page maintains a list and short notes from team meetings. If more substantive notes are needed, create individual pages for each meeting using the "recurring meeting" activity type {{color||2014-10-20}} - [[BSAS/Sustainable Investing 2014/2014-10-20 Meeting|Team Meeting]] {{color||2014-09-22}} - Team Meeting {{color||2014-09-03}} - Team Meeting {{color||2014-08-11}} - Update conference call with Stephanie and Moe {{color||2014-08-07}} - Team Meeting (calendar invite title is "ESG Planning" {{color||2014-07-15}} - Team conference call {{color||2014-06-12}} - Team Conference call {{color||2014-05-27}} - Team meeting? {{color||2014-04-29}} - Team meeting {{color||2014-03-26}} :*Confirmed long-term theme :*Reviewed keynote candidates - :*Fleshed out topic and panel ideas {{color||2014-02-28}} :*Space in high demand - holding 11/11, 11/20 (Back Bay Sheraton, Westin Waterfront) :*Initial planning meeting - Nate, MJG & BSAS Staff :*Discussed theme - long-term investing :*ID'd several keynotes :*Outlined session ideas & themes {{color||2014-01-13}} :*Planning 2013 session review and initial 2014 planning with team in '''January 2014''' :*Discuss themes, scope, possible dates and possible speakers (especially keynote ideas) iim6zflxxjtwcxninxqwjgqpxyse9cs 0 441 850 2018-11-07T17:20:37Z Greis>Michael 0 850 wikitext text/x-wiki __NOTOC__ [[File:BSAS SI 2015 logo.png|500px|center|alt=Sustainable Investing 2015]] <br clear=all> <center> Annual [[entity of::BSAS]] [[entity of::Sustainable Investing Seminars]] - [[Activity type::full-day conference]] on [[event date::2015-11-19]] - [[project status::completed]] [[shortname::{{SUBPAGENAME}}| ]] </center> {{ProjectParentPage}} 85l1hfe9mt5jwg0ep7kugw4fe8hslqf 851 850 2024-05-24T04:54:39Z Michael 1 1 revision imported 850 wikitext text/x-wiki __NOTOC__ [[File:BSAS SI 2015 logo.png|500px|center|alt=Sustainable Investing 2015]] <br clear=all> <center> Annual [[entity of::BSAS]] [[entity of::Sustainable Investing Seminars]] - [[Activity type::full-day conference]] on [[event date::2015-11-19]] - [[project status::completed]] [[shortname::{{SUBPAGENAME}}| ]] </center> {{ProjectParentPage}} 85l1hfe9mt5jwg0ep7kugw4fe8hslqf 0 442 852 2015-02-23T17:50:15Z Greis>Michael 0 852 wikitext text/x-wiki {{ProjectSubPage|recurring meeting|}} '''Agenda items''': *'''Calendar and Team''' (review the calendar we put together and current/additional team members) ::-Target date - week of November 16th *'''Review 2014 session feedback''' (briefly) and '''generate structural ideas/guidelines for 2015 session''' ::For example: ::- Stress implementation - make a strong connection from themes to implementation ::- Breakfast sessions by sponsors/vendors? ::- Research lounge structure? ::- Balance of speakers vs. panels - more single speakers, fewer panels :::- Panels are more compelling when they highlight differing approaches and points of view :::- Is there another way to structure a topic with limited "controversy" that still benefits from multiple voices? ::- Ideas, best practices from your conversations with CFA Institute, other societies *'''Themes''' - ideas and discussion ::I will have a few to start us off: ::- Risk/Risk Management ::- Fiduciary Duty *'''Keynote Speakers''' - candidates and ideas ::'''[[involved::Robert Eccles]] - willing to speak ::'''[[involved::Robert Litterman]] - willing to speak; holding 11/16-20 ::Approaching [[[referenced::Jeremy Grantham]] through [[involved::Ramsay Ravenel]] - long shot ::Ideas - previous and new *'''Other items''' (I have a few, as time permits) ::*Chris Skroupa [http://skytopstrategies.com/esg-company-performance/ June 19th ESG Summit] in NY ::*Session idea - (Ruth Silman, Nixon Peabody) :::*Ruth works with clients on disclosure and reporting - at first very painful, and they are reluctant. As they go through the process, they get much more comfortable and started really seeing the value :::*Idea for session - '''describe the reporting process from the company's point of view - the challenges, the benefits and the evolution'''. Perhaps include someone who verifies reporting. *'''Next steps''' and '''next meeting''' e15yurml2gwy2f087wazbegqnzx8hax 853 852 2024-05-24T04:54:39Z Michael 1 1 revision imported 852 wikitext text/x-wiki {{ProjectSubPage|recurring meeting|}} '''Agenda items''': *'''Calendar and Team''' (review the calendar we put together and current/additional team members) ::-Target date - week of November 16th *'''Review 2014 session feedback''' (briefly) and '''generate structural ideas/guidelines for 2015 session''' ::For example: ::- Stress implementation - make a strong connection from themes to implementation ::- Breakfast sessions by sponsors/vendors? ::- Research lounge structure? ::- Balance of speakers vs. panels - more single speakers, fewer panels :::- Panels are more compelling when they highlight differing approaches and points of view :::- Is there another way to structure a topic with limited "controversy" that still benefits from multiple voices? ::- Ideas, best practices from your conversations with CFA Institute, other societies *'''Themes''' - ideas and discussion ::I will have a few to start us off: ::- Risk/Risk Management ::- Fiduciary Duty *'''Keynote Speakers''' - candidates and ideas ::'''[[involved::Robert Eccles]] - willing to speak ::'''[[involved::Robert Litterman]] - willing to speak; holding 11/16-20 ::Approaching [[[referenced::Jeremy Grantham]] through [[involved::Ramsay Ravenel]] - long shot ::Ideas - previous and new *'''Other items''' (I have a few, as time permits) ::*Chris Skroupa [http://skytopstrategies.com/esg-company-performance/ June 19th ESG Summit] in NY ::*Session idea - (Ruth Silman, Nixon Peabody) :::*Ruth works with clients on disclosure and reporting - at first very painful, and they are reluctant. As they go through the process, they get much more comfortable and started really seeing the value :::*Idea for session - '''describe the reporting process from the company's point of view - the challenges, the benefits and the evolution'''. Perhaps include someone who verifies reporting. *'''Next steps''' and '''next meeting''' e15yurml2gwy2f087wazbegqnzx8hax 0 443 854 2015-04-20T22:40:30Z Greis>Michael 0 854 wikitext text/x-wiki {{ProjectSubPage|team meeting|}} *Bob Eccles as "expert advisor"? :*Rob talked with him *Stephanie will send Doodle poll for next meeting 9nn4frlnubbbnu94rxtk9pazx3kd4zh 855 854 2024-05-24T04:54:39Z Michael 1 1 revision imported 854 wikitext text/x-wiki {{ProjectSubPage|team meeting|}} *Bob Eccles as "expert advisor"? :*Rob talked with him *Stephanie will send Doodle poll for next meeting 9nn4frlnubbbnu94rxtk9pazx3kd4zh 0 444 856 2015-11-03T16:03:49Z Greis>Michael 0 Created page with " '''Open Agenda Items''' Notes/Items for Stephanie *How many registrations? *Register me so I can see attendees" 856 wikitext text/x-wiki '''Open Agenda Items''' Notes/Items for Stephanie *How many registrations? *Register me so I can see attendees 7osjr28r0wbsgdadd8jtts1gdvyn01d 857 856 2024-05-24T04:54:39Z Michael 1 1 revision imported 856 wikitext text/x-wiki '''Open Agenda Items''' Notes/Items for Stephanie *How many registrations? *Register me so I can see attendees 7osjr28r0wbsgdadd8jtts1gdvyn01d 0 445 858 2015-06-18T15:07:46Z Greis>Michael 0 858 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Agenda items/notes: *Monday's NYSSA conference *Performance and results from studies *November conference...feedback *Research Lounge :*Publishers *Paper Competition *Other institutions and speakers *Bank Safra/Sarasin - information 59wjrkm9nwkutsg1310e5oml246mdu2 859 858 2024-05-24T04:54:39Z Michael 1 1 revision imported 858 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Agenda items/notes: *Monday's NYSSA conference *Performance and results from studies *November conference...feedback *Research Lounge :*Publishers *Paper Competition *Other institutions and speakers *Bank Safra/Sarasin - information 59wjrkm9nwkutsg1310e5oml246mdu2 0 446 860 2015-07-24T16:58:18Z Greis>Michael 0 860 wikitext text/x-wiki {{ProjectSubPage|conversation|}} ---- 5anbgqqz4ox13czrsr9su5slpfqb1z7 861 860 2024-05-24T04:54:39Z Michael 1 1 revision imported 860 wikitext text/x-wiki {{ProjectSubPage|conversation|}} ---- 5anbgqqz4ox13czrsr9su5slpfqb1z7 0 447 862 2015-11-04T16:20:32Z Greis>Michael 0 862 wikitext text/x-wiki {{ProjectSubPage|project work|}} Background information for communications about the seminar. ==Outreach e-mail to network== Please join us in Boston on November 19th for our third annual full-day Boston Security Analysts Society seminar. '''[http://tiny.cc/bsassi Sustainable Investing: Moving into the Mainstream]''' will take place on '''Thursday, November 19th 2015''' at the Westin Boston Waterfront. Our 2013 session was capped at capacity with 65 participants; last year, with a larger facility, over 120 professionals attended. This explosive growth in participation reflected not just '''increased client interest''' in sustainable investing products, but also '''growing client expectations''' that investment managers will apply sustainable investing principles and practices throughout their business. Our 3rd annual BSAS Sustainable Investing seminar is designed to help mainstream investment professionals navigate these challenges and successfully respond using the tools of our profession. The seminars have attracted professionals working with institutions, foundations, endowments and high net worth individuals. I'm very pleased to have '''Bob Litterman''', Founding Partner of Kepos Capital and an iconic figure in risk management, to open our session. There will be conversations with an outstanding lineup of asset managers, investment practitioners and industry thought leaders throughout the day; and '''Bob Eccles''', Professor of Management Practice at the Harvard Business School and the Chairman of Arabesque Partners, will close the day. The event is structured to enable our speakers and participants to engage with each other to share practical, experience-based examples and insights useful in your professional practice. I've attached the day's agenda. Please visit the '''[http://tiny.cc/bsassiSustainable Investing seminar page]''' at the BSAS web site for the latest agenda and to register. I hope to see you in Boston on November 19th. == Take 15 segments == These practice-oriented segments are an opportunity to convey the role of SASB standards to a wide audience of CFA members. Jean, I would, of course, work with you to shape the segment in a way that is comfortable for you and best communicates the key ideas. Here are links to two Take 15 videos to provide a sense of the format: :*[http://video.cfainstitute.org/services/player/bcpid1185341167001?bckey=AQ~~,AAABE5oc3_E~,Leu10fA0D1sMp1ipDvXoIXdOVUUokt-0&bctid=4058592771001 Nouriel Roubini] :*[http://video.cfainstitute.org/services/player/bcpid3577743869001?bckey=AQ~~,AAABE5oc3_E~,Leu10fA0D1sc9Dh9wz3oyrstQJ-PkzpJ&bctid=3965539612001 Climate Bonds primer] ==Ground Rules and Press/Media== As a general rule, press is not invited to programs and Chatham House rules apply in order to preserve the content of the program. Committee members are required to ask at the time of invitation if a speaker has a preference pertaining to Press. BSAS is not responsible for comments posted on blogs and social media. Any BSAS post-conference reporting involving specific speakers would of course be under Chatham House rules (or with a speaker's explicit permission). We haven't made any specific plans at this point, but, if it's helpful, the two likely forms such follow-up would take are: *a high-level recap of the event *summary or follow-up on a specific topic as an article or interview with a speaker We do not want any of our speakers (or attendees, for that matter) to feel constrained in what they discuss. That would defeat the purpose of the sessions. So we have always worked with our speakers if they have any concerns or limitations so that we can set appropriate ground rules for the event and their session. ==Overview statements== Our third annual BSAS full-day [http://tiny.cc/bsassi Sustainable Investing seminar] will take place on Thursday, November 19th 2015 at the Boston Westin Waterfront. We had about 65 attend our first session (we maxed out the space we had); last year we had about about 120 in attendance. As I mentioned, I've been able to get CFA Institute's attention so our event is a good opportunity to advance that side of the issue. The explosive growth in participation at last fall's 2nd BSAS Sustainable Investing seminar reflected not just increased client interest in sustainable investing products, but also growing client expectations that investment managers will apply sustainable investing principles and practices throughout their business. Behind this growing demand are asset owners who recognize that the dimensions of risk are expanding. Issues increasingly dominating the headlines - climate change, social unrest, mass migrations, income inequality, financial system stability and resource scarcity – are environmental, social and governance issues. They represent huge sources of financial risk for long-term investors, and their increased visibility is an indication that the long-term may be here sooner than we expect. Our 3rd annual BSAS Sustainable Investing seminar is designed to help mainstream investment professionals navigate these challenges and successfully respond using the tools of our profession. ==As sent to Daniel for his use== Our third annual '''[http://tiny.cc/bsassi BSAS full-day Sustainable Investing seminar]''' will take place on '''Thursday, November 19th 2015''' at the Boston Westin Waterfront. We exceeded the capacity available for our first session, with 65 particpants; last year, with a larger facility, we had over 120 attend. The explosive growth in participation at last fall's seminar seminar reflected not just increased client interest in sustainable investing products, but also growing client expectations that investment managers will apply sustainable investing principles and practices throughout their business. Behind this growing demand are asset owners who recognize that the dimensions of risk are expanding. Issues increasingly dominating the headlines - climate change, social unrest, mass migrations, income inequality, financial system stability and resource scarcity – are environmental, social and governance issues. They represent huge sources of financial risk for long-term investors, and their increased visibility is an indication that the long-term may be here sooner than we expect. Our 3rd annual BSAS Sustainable Investing seminar is designed to help mainstream investment professionals navigate these challenges and successfully respond using the tools of our profession. The sessions have attracted professionals working with institutions, foundations, endowments and high net worth individuals. Please visit the '''[http://tiny.cc/bsassi BSAS web site]''' for the agenda and to register. I've enclosed agendas for our first two seminar along with our nearly final agenda for this year's session and this year's session overview. Each year, we further extend the reach of these seminars. Our research lounge will provide additional practitioner-oriented material to supplement the sessions. This year, we have also engaged with CFA Institute to bring additional attention to this important topic through interviews with selected presenters recorded for CFA Institute "Take 15" professional development videos. ==Outreach for session and stakeholder roundtable== ===Amy Domini=== Our third annual BSAS full-day Sustainable Investing seminar will take place on Thursday, November 19th 2015 at the Boston Westin Waterfront. The explosive growth in participation at last fall's 2nd BSAS Sustainable Investing seminar - from 70 in 2013 to 120 in 2014 - reflected not just increased client interest in sustainable investing products, but also growing client expectations that investment managers will apply sustainable investing principles and practices throughout their business. These Sustainable Investing seminar are designed to help mainstream investment professionals navigate these challenges and successfully respond using the tools of our profession. An important component of the planning for this 3rd annual Sustainable Investing seminar was extending our reach and impact by getting CFA Institute more involved with our efforts. I saw a great opportunity to leverage that engagement when I learned in early July of the planned letter to CFA Institute urging the inclusion of sustainable investing in the CFA curriculum. To take advantage of this opportunity, I have arranged a stakeholder roundtable with CFA Institute curriculum development in conjunction with the November 19th seminar. It is an opportunity for signers of the July letter to communicate directly and informally with the leadership of curriculum development for CFA Institute. Before confirming this session, our CFA Institute colleagues made a point of speaking directly with Paul Smith to share our plans with him. Just last night, I talked with Paul during his brief visit to Boston and the BSAS. We are targeting 8 to 10 of the signers to participate in the roundtable; large enough to demonstrate the level of interest but small enough to be conducive to open and substantive conversation. I want to focus particularly on engaging those who manage assets and hire CFA charterholders. Among the signers.... The roundtable will take place just after the Sustainable Investing seminar wraps up on the 19th. The post-session networking reception will begin around 4:45 pm. The roundtable is planned for 5:00 - 7:00 pm and will be held in one of the seminar breakout rooms. We certainly encourage roundtable participants to attend part or all of the seminar, but the timing and location allow them to come just for the roundtable. ===Ramsay Ravenel=== As we previously discussed, our third annual BSAS full-day Sustainable Investing seminar will take place on Thursday, November 19th 2015 at the Boston Westin Waterfront. I will separately send you both an invitation to pass along to your network as you have in previous years. I am reaching out with a more specific and urgent request about a stakeholder roundtable with CFA Institute that I have set up for immediately after the session ends. As you and I discussed this spring, an important component of the planning for this 3rd annual Sustainable Investing seminar was extending our reach and impact by getting CFA Institute more involved. I learned in early July of a planned letter to CFA Institute, urging the inclusion of sustainable investing in the CFA curriculum. To take advantage of the opportunity, I have arranged a stakeholder roundtable with CFA Institute curriculum development in conjunction with the November 19th seminar. It is an opportunity for signers of the July letter to communicate directly and informally with the leadership of curriculum development for CFA Institute. Before confirming this session, our CFA Institute colleagues made a point of speaking directly with Paul Smith, President of the CFA Insitute, to share our plans with him. Just last night, I talked with Paul during his brief visit to Boston and the BSAS. We are targeting 8 to 10 of the signers to participate; large enough to demonstrate the level of interest but small enough to be conducive to open and substantive conversation. I want to focus particularly on engaging those who manage assets and hire CFA charterholders. Among the signers were Stephen Heintz of the Rockefeller Brothers Foundation; your brother Curtis was another. Since they are both in NY, I thought that a personal invitation through you might encourage them to participate. The roundtable will take place just after the Sustainable Investing seminar wraps up on the 19th. The post-session networking reception will begin around 4:45 pm. The roundtable is planned for 5:00 - 7:00 pm and will be held in one of the seminar breakout rooms. We certainly encourage roundtable participants to attend part or all of the seminar, but the timing and location allow them to come just for the roundtable. ==BSAS Newsletter article with tie-in to CFA Institute survey== Almost 3/4 of your peers take ESG (Environmental, Social & Governance) factors into account when making investment decisions, and the single most important reason they do so is to help manage investment risks. Nearly half - 44% - also cite responding to customer demand as a significant driver. For more than half (57%) of those investment professionals, ESG issues are integrated into the whole investment analysis and decision making process. These are some of the findings of a just-published CFA Institute member survey of portfolio managers and research analysts. The survey results are not a surprise at the BSAS, where over 120 members attended last November's 2nd annual BSAS full-day Sustainable Investing seminar, more than doubling the number at the first seminar in 2013. They are, however, a well-timed lead-in to this year's November 19th BSAS Sustainable Investing seminar in Boston. The survey is evidence that ESG is moving into the mainstream and "Moving into the Mainstream" is the guiding theme for the seminar. Risk reduction, performance, materiality, investor demand, fiduciary duty and disclosure all appear in answers on the survey and they are all topics on this year's seminar agenda. The seminar team draws on developments in the field, experienced practitioners and feedback from previous seminar attendees to assemble each year's program, so the common elements aren't really a surprise. CFA Institute President Paul Smith observed that the survey results are a clear indication of "how serious investment professionals are considering these issues and how practice and methodology are evolving". Join industry thought leaders, practitioners and asset owners on November 19th to take part in that evolution. ==2014 Outreach Note== Our November 20th seminar, Sustainable Investing 2014: Investing for the Long Term, is aimed at mainstream investment professionals. Our first full-day session last year exceeded our expectations (and the room capacity of 75-80) and drew a diverse audience from among the 5,000+ BSAS members and other investment professionals in the Boston area. The universal request from attendees was for another session. This year, we will be able to accommodate 100-125 attendees. I'm very pleased to have '''Verne Sedlacek''', President and CEO of Commonfund, to open our session; a great selection of speakers, panels and topics throughout the day; and '''James Gifford''', the founding Executive Director of the UN-supported Principles for Responsible Investment, to close the day. I've attached a session overview and the day's agenda. We've added a new feature this year, the Research Lounge. The goal is to provide actionable information to the investment professionals attending, a selected set of ideas and next steps they can take away with them. It also allows us to engage more firms and experts in the event itself. hiqtrfjkpsxnn80mo1imb5ggtv8wk4a 863 862 2024-05-24T04:54:39Z Michael 1 1 revision imported 862 wikitext text/x-wiki {{ProjectSubPage|project work|}} Background information for communications about the seminar. ==Outreach e-mail to network== Please join us in Boston on November 19th for our third annual full-day Boston Security Analysts Society seminar. '''[http://tiny.cc/bsassi Sustainable Investing: Moving into the Mainstream]''' will take place on '''Thursday, November 19th 2015''' at the Westin Boston Waterfront. Our 2013 session was capped at capacity with 65 participants; last year, with a larger facility, over 120 professionals attended. This explosive growth in participation reflected not just '''increased client interest''' in sustainable investing products, but also '''growing client expectations''' that investment managers will apply sustainable investing principles and practices throughout their business. Our 3rd annual BSAS Sustainable Investing seminar is designed to help mainstream investment professionals navigate these challenges and successfully respond using the tools of our profession. The seminars have attracted professionals working with institutions, foundations, endowments and high net worth individuals. I'm very pleased to have '''Bob Litterman''', Founding Partner of Kepos Capital and an iconic figure in risk management, to open our session. There will be conversations with an outstanding lineup of asset managers, investment practitioners and industry thought leaders throughout the day; and '''Bob Eccles''', Professor of Management Practice at the Harvard Business School and the Chairman of Arabesque Partners, will close the day. The event is structured to enable our speakers and participants to engage with each other to share practical, experience-based examples and insights useful in your professional practice. I've attached the day's agenda. Please visit the '''[http://tiny.cc/bsassiSustainable Investing seminar page]''' at the BSAS web site for the latest agenda and to register. I hope to see you in Boston on November 19th. == Take 15 segments == These practice-oriented segments are an opportunity to convey the role of SASB standards to a wide audience of CFA members. Jean, I would, of course, work with you to shape the segment in a way that is comfortable for you and best communicates the key ideas. Here are links to two Take 15 videos to provide a sense of the format: :*[http://video.cfainstitute.org/services/player/bcpid1185341167001?bckey=AQ~~,AAABE5oc3_E~,Leu10fA0D1sMp1ipDvXoIXdOVUUokt-0&bctid=4058592771001 Nouriel Roubini] :*[http://video.cfainstitute.org/services/player/bcpid3577743869001?bckey=AQ~~,AAABE5oc3_E~,Leu10fA0D1sc9Dh9wz3oyrstQJ-PkzpJ&bctid=3965539612001 Climate Bonds primer] ==Ground Rules and Press/Media== As a general rule, press is not invited to programs and Chatham House rules apply in order to preserve the content of the program. Committee members are required to ask at the time of invitation if a speaker has a preference pertaining to Press. BSAS is not responsible for comments posted on blogs and social media. Any BSAS post-conference reporting involving specific speakers would of course be under Chatham House rules (or with a speaker's explicit permission). We haven't made any specific plans at this point, but, if it's helpful, the two likely forms such follow-up would take are: *a high-level recap of the event *summary or follow-up on a specific topic as an article or interview with a speaker We do not want any of our speakers (or attendees, for that matter) to feel constrained in what they discuss. That would defeat the purpose of the sessions. So we have always worked with our speakers if they have any concerns or limitations so that we can set appropriate ground rules for the event and their session. ==Overview statements== Our third annual BSAS full-day [http://tiny.cc/bsassi Sustainable Investing seminar] will take place on Thursday, November 19th 2015 at the Boston Westin Waterfront. We had about 65 attend our first session (we maxed out the space we had); last year we had about about 120 in attendance. As I mentioned, I've been able to get CFA Institute's attention so our event is a good opportunity to advance that side of the issue. The explosive growth in participation at last fall's 2nd BSAS Sustainable Investing seminar reflected not just increased client interest in sustainable investing products, but also growing client expectations that investment managers will apply sustainable investing principles and practices throughout their business. Behind this growing demand are asset owners who recognize that the dimensions of risk are expanding. Issues increasingly dominating the headlines - climate change, social unrest, mass migrations, income inequality, financial system stability and resource scarcity – are environmental, social and governance issues. They represent huge sources of financial risk for long-term investors, and their increased visibility is an indication that the long-term may be here sooner than we expect. Our 3rd annual BSAS Sustainable Investing seminar is designed to help mainstream investment professionals navigate these challenges and successfully respond using the tools of our profession. ==As sent to Daniel for his use== Our third annual '''[http://tiny.cc/bsassi BSAS full-day Sustainable Investing seminar]''' will take place on '''Thursday, November 19th 2015''' at the Boston Westin Waterfront. We exceeded the capacity available for our first session, with 65 particpants; last year, with a larger facility, we had over 120 attend. The explosive growth in participation at last fall's seminar seminar reflected not just increased client interest in sustainable investing products, but also growing client expectations that investment managers will apply sustainable investing principles and practices throughout their business. Behind this growing demand are asset owners who recognize that the dimensions of risk are expanding. Issues increasingly dominating the headlines - climate change, social unrest, mass migrations, income inequality, financial system stability and resource scarcity – are environmental, social and governance issues. They represent huge sources of financial risk for long-term investors, and their increased visibility is an indication that the long-term may be here sooner than we expect. Our 3rd annual BSAS Sustainable Investing seminar is designed to help mainstream investment professionals navigate these challenges and successfully respond using the tools of our profession. The sessions have attracted professionals working with institutions, foundations, endowments and high net worth individuals. Please visit the '''[http://tiny.cc/bsassi BSAS web site]''' for the agenda and to register. I've enclosed agendas for our first two seminar along with our nearly final agenda for this year's session and this year's session overview. Each year, we further extend the reach of these seminars. Our research lounge will provide additional practitioner-oriented material to supplement the sessions. This year, we have also engaged with CFA Institute to bring additional attention to this important topic through interviews with selected presenters recorded for CFA Institute "Take 15" professional development videos. ==Outreach for session and stakeholder roundtable== ===Amy Domini=== Our third annual BSAS full-day Sustainable Investing seminar will take place on Thursday, November 19th 2015 at the Boston Westin Waterfront. The explosive growth in participation at last fall's 2nd BSAS Sustainable Investing seminar - from 70 in 2013 to 120 in 2014 - reflected not just increased client interest in sustainable investing products, but also growing client expectations that investment managers will apply sustainable investing principles and practices throughout their business. These Sustainable Investing seminar are designed to help mainstream investment professionals navigate these challenges and successfully respond using the tools of our profession. An important component of the planning for this 3rd annual Sustainable Investing seminar was extending our reach and impact by getting CFA Institute more involved with our efforts. I saw a great opportunity to leverage that engagement when I learned in early July of the planned letter to CFA Institute urging the inclusion of sustainable investing in the CFA curriculum. To take advantage of this opportunity, I have arranged a stakeholder roundtable with CFA Institute curriculum development in conjunction with the November 19th seminar. It is an opportunity for signers of the July letter to communicate directly and informally with the leadership of curriculum development for CFA Institute. Before confirming this session, our CFA Institute colleagues made a point of speaking directly with Paul Smith to share our plans with him. Just last night, I talked with Paul during his brief visit to Boston and the BSAS. We are targeting 8 to 10 of the signers to participate in the roundtable; large enough to demonstrate the level of interest but small enough to be conducive to open and substantive conversation. I want to focus particularly on engaging those who manage assets and hire CFA charterholders. Among the signers.... The roundtable will take place just after the Sustainable Investing seminar wraps up on the 19th. The post-session networking reception will begin around 4:45 pm. The roundtable is planned for 5:00 - 7:00 pm and will be held in one of the seminar breakout rooms. We certainly encourage roundtable participants to attend part or all of the seminar, but the timing and location allow them to come just for the roundtable. ===Ramsay Ravenel=== As we previously discussed, our third annual BSAS full-day Sustainable Investing seminar will take place on Thursday, November 19th 2015 at the Boston Westin Waterfront. I will separately send you both an invitation to pass along to your network as you have in previous years. I am reaching out with a more specific and urgent request about a stakeholder roundtable with CFA Institute that I have set up for immediately after the session ends. As you and I discussed this spring, an important component of the planning for this 3rd annual Sustainable Investing seminar was extending our reach and impact by getting CFA Institute more involved. I learned in early July of a planned letter to CFA Institute, urging the inclusion of sustainable investing in the CFA curriculum. To take advantage of the opportunity, I have arranged a stakeholder roundtable with CFA Institute curriculum development in conjunction with the November 19th seminar. It is an opportunity for signers of the July letter to communicate directly and informally with the leadership of curriculum development for CFA Institute. Before confirming this session, our CFA Institute colleagues made a point of speaking directly with Paul Smith, President of the CFA Insitute, to share our plans with him. Just last night, I talked with Paul during his brief visit to Boston and the BSAS. We are targeting 8 to 10 of the signers to participate; large enough to demonstrate the level of interest but small enough to be conducive to open and substantive conversation. I want to focus particularly on engaging those who manage assets and hire CFA charterholders. Among the signers were Stephen Heintz of the Rockefeller Brothers Foundation; your brother Curtis was another. Since they are both in NY, I thought that a personal invitation through you might encourage them to participate. The roundtable will take place just after the Sustainable Investing seminar wraps up on the 19th. The post-session networking reception will begin around 4:45 pm. The roundtable is planned for 5:00 - 7:00 pm and will be held in one of the seminar breakout rooms. We certainly encourage roundtable participants to attend part or all of the seminar, but the timing and location allow them to come just for the roundtable. ==BSAS Newsletter article with tie-in to CFA Institute survey== Almost 3/4 of your peers take ESG (Environmental, Social & Governance) factors into account when making investment decisions, and the single most important reason they do so is to help manage investment risks. Nearly half - 44% - also cite responding to customer demand as a significant driver. For more than half (57%) of those investment professionals, ESG issues are integrated into the whole investment analysis and decision making process. These are some of the findings of a just-published CFA Institute member survey of portfolio managers and research analysts. The survey results are not a surprise at the BSAS, where over 120 members attended last November's 2nd annual BSAS full-day Sustainable Investing seminar, more than doubling the number at the first seminar in 2013. They are, however, a well-timed lead-in to this year's November 19th BSAS Sustainable Investing seminar in Boston. The survey is evidence that ESG is moving into the mainstream and "Moving into the Mainstream" is the guiding theme for the seminar. Risk reduction, performance, materiality, investor demand, fiduciary duty and disclosure all appear in answers on the survey and they are all topics on this year's seminar agenda. The seminar team draws on developments in the field, experienced practitioners and feedback from previous seminar attendees to assemble each year's program, so the common elements aren't really a surprise. CFA Institute President Paul Smith observed that the survey results are a clear indication of "how serious investment professionals are considering these issues and how practice and methodology are evolving". Join industry thought leaders, practitioners and asset owners on November 19th to take part in that evolution. ==2014 Outreach Note== Our November 20th seminar, Sustainable Investing 2014: Investing for the Long Term, is aimed at mainstream investment professionals. Our first full-day session last year exceeded our expectations (and the room capacity of 75-80) and drew a diverse audience from among the 5,000+ BSAS members and other investment professionals in the Boston area. The universal request from attendees was for another session. This year, we will be able to accommodate 100-125 attendees. I'm very pleased to have '''Verne Sedlacek''', President and CEO of Commonfund, to open our session; a great selection of speakers, panels and topics throughout the day; and '''James Gifford''', the founding Executive Director of the UN-supported Principles for Responsible Investment, to close the day. I've attached a session overview and the day's agenda. We've added a new feature this year, the Research Lounge. The goal is to provide actionable information to the investment professionals attending, a selected set of ideas and next steps they can take away with them. It also allows us to engage more firms and experts in the event itself. hiqtrfjkpsxnn80mo1imb5ggtv8wk4a 0 448 864 2015-08-03T16:14:00Z Greis>Michael 0 Created page with "{{ProjectSubPage|conversation|}} Notes from 6/23 call" 864 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Notes from 6/23 call lmwugcaaz1c8cudwx5q7hovw2us1d1i 865 864 2024-05-24T04:54:39Z Michael 1 1 revision imported 864 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Notes from 6/23 call lmwugcaaz1c8cudwx5q7hovw2us1d1i 0 449 866 2015-04-20T22:24:55Z Greis>Michael 0 866 wikitext text/x-wiki {{ProjectSubPage|interview|}} Session *Targets mainstream practitioners *Variety of roles and institutions *Mixed audience - incl. SI people, but not talking to the choir *Practical advice and experience Call with Bob to discuss themes, his talk *Global agreement with airlines he was working on in November *Areas of interest :*Risk and risk management Commonfund *Catherine Keating - from JP Morgan *Intentionallly Designed Endowments *Showld *Chairman of Investment Committee at Robert Wood Johnson :*RWJ divested of ATF :*Rethink fossil fuel :*Childhood obesity All makes sense to me *Risk management *Emissions price *What does this mean for investors *ENSIA - University of Minnesota, Litterman :*Letters link *WWF & Calpers lead engagement with aviation *Ceres & PRI *Asset owners disclosure project *Letters from aviation industry, economists & investors *Aviation should price them appropriately *First gloablized harmonized emissions price *What is the right incentive Risk manager at Commonfund - David Belmont; Chief Risk Officer *Great talk about Tom Mitchell - more general *Cambridge, Washington DC *Jane Ambrechtseer Fiduciary Duty *People get hung up about *Family Office conference at Stanford :*People are very confused :*Is it consistent :*Clean Tech - entrepreneurs want to make money; could get Family Office - much more likely to be mission driven :*Don't have to worry about shareholders or stakeholders Two lawyers *Have a different structure - family + foundation + for-profit To-do: *Send * 2sh5bbzzv9708wflexdez6aidilxzqr 867 866 2024-05-24T04:54:39Z Michael 1 1 revision imported 866 wikitext text/x-wiki {{ProjectSubPage|interview|}} Session *Targets mainstream practitioners *Variety of roles and institutions *Mixed audience - incl. SI people, but not talking to the choir *Practical advice and experience Call with Bob to discuss themes, his talk *Global agreement with airlines he was working on in November *Areas of interest :*Risk and risk management Commonfund *Catherine Keating - from JP Morgan *Intentionallly Designed Endowments *Showld *Chairman of Investment Committee at Robert Wood Johnson :*RWJ divested of ATF :*Rethink fossil fuel :*Childhood obesity All makes sense to me *Risk management *Emissions price *What does this mean for investors *ENSIA - University of Minnesota, Litterman :*Letters link *WWF & Calpers lead engagement with aviation *Ceres & PRI *Asset owners disclosure project *Letters from aviation industry, economists & investors *Aviation should price them appropriately *First gloablized harmonized emissions price *What is the right incentive Risk manager at Commonfund - David Belmont; Chief Risk Officer *Great talk about Tom Mitchell - more general *Cambridge, Washington DC *Jane Ambrechtseer Fiduciary Duty *People get hung up about *Family Office conference at Stanford :*People are very confused :*Is it consistent :*Clean Tech - entrepreneurs want to make money; could get Family Office - much more likely to be mission driven :*Don't have to worry about shareholders or stakeholders Two lawyers *Have a different structure - family + foundation + for-profit To-do: *Send * 2sh5bbzzv9708wflexdez6aidilxzqr 0 450 868 2015-09-14T20:58:46Z Greis>Michael 0 868 wikitext text/x-wiki {{ProjectSubPage|interview|}} Agenda: *Seminar agenda *Bob talk (and title) *Research Lounge *Paper Context *CFA Institute involvement :*He'll do Take 15 *Climate Risk - :*What is the appropriate for carbon emissions? Where does it come from? :*Very little discussion - what is the level? :*Lot higher than most people think.. :*Most people think - slowly up to proper level ::*Don't ease onto brakes - how hard? ::*When don't know, have to be cautious.. *What does it mean for investors? :*Economic case for reducing exposure to stranded assets ::*Coal decimated..... ::*Positively impacted - harder. Requires very in-depth fundamental analysis ::*Tar sands, oil majors......especially oil majors.... Return on WWF stranded assets swap - up 80% *Aviation initiative :*Pressure building on industry; not really engaged; everything it can do drag its feet.... :*Has agreed (after being pushed by EU) to create first global harmonized emission price :*They want to greenwash it.... :*No cost-effective way for them to reduce emissions.... :*Got to get other industries :*We need a benchmark price.... :*Biofuels.....negative emissions....but very expensive.... :*MIT has agreed to take it on - Laboratory for aviation and the environment :*Should be done by investors.....educating investors... :*Ian Waites, School of Engineering.....Chairman of Board of Corporation... :*First meeting early next year ::*Have largest investors - Calpers, AP4 *Since targeting mainstream, want to leverage Bob's reputation in global risk management *Bob will frame his talk around the global risk issue :*Speak about climate risk and pricing carbon, plus his Cato Institute paper on need to price high, because don't know the implications :*Bring in impact on industries - stranded assets, aviation, etc. '''Mercer Report''' *Was engaged; had conversation with Jane Ambrechtseer, whom he knows well *An update of the 2011 study, which was behind the curve :*Behind the curve :*Didn't even talk about stranded assets; certainly didn't call out near term risks that are now real and impacting valuations ---- am1alvbtt6teqz3qjmfct264l2jycs8 869 868 2024-05-24T04:54:39Z Michael 1 1 revision imported 868 wikitext text/x-wiki {{ProjectSubPage|interview|}} Agenda: *Seminar agenda *Bob talk (and title) *Research Lounge *Paper Context *CFA Institute involvement :*He'll do Take 15 *Climate Risk - :*What is the appropriate for carbon emissions? Where does it come from? :*Very little discussion - what is the level? :*Lot higher than most people think.. :*Most people think - slowly up to proper level ::*Don't ease onto brakes - how hard? ::*When don't know, have to be cautious.. *What does it mean for investors? :*Economic case for reducing exposure to stranded assets ::*Coal decimated..... ::*Positively impacted - harder. Requires very in-depth fundamental analysis ::*Tar sands, oil majors......especially oil majors.... Return on WWF stranded assets swap - up 80% *Aviation initiative :*Pressure building on industry; not really engaged; everything it can do drag its feet.... :*Has agreed (after being pushed by EU) to create first global harmonized emission price :*They want to greenwash it.... :*No cost-effective way for them to reduce emissions.... :*Got to get other industries :*We need a benchmark price.... :*Biofuels.....negative emissions....but very expensive.... :*MIT has agreed to take it on - Laboratory for aviation and the environment :*Should be done by investors.....educating investors... :*Ian Waites, School of Engineering.....Chairman of Board of Corporation... :*First meeting early next year ::*Have largest investors - Calpers, AP4 *Since targeting mainstream, want to leverage Bob's reputation in global risk management *Bob will frame his talk around the global risk issue :*Speak about climate risk and pricing carbon, plus his Cato Institute paper on need to price high, because don't know the implications :*Bring in impact on industries - stranded assets, aviation, etc. '''Mercer Report''' *Was engaged; had conversation with Jane Ambrechtseer, whom he knows well *An update of the 2011 study, which was behind the curve :*Behind the curve :*Didn't even talk about stranded assets; certainly didn't call out near term risks that are now real and impacting valuations ---- am1alvbtt6teqz3qjmfct264l2jycs8 0 451 870 2015-05-20T22:42:12Z Greis>Michael 0 870 wikitext text/x-wiki {{ProjectSubPage|conversation|}} == 2015 SI Seminar == Group the sessions - one key speaker or session with one follow-on session that focuses on practical implications *Bob Eccles *Jean Rogers :*Conversation with Jameela Pedicini and ? *Bob Litterman ::Incorporating Climate Change into portfolio management *Daniel Ingram *PRI/Pension Fiduciary Duty roundtable ::Incorporating Climate Change into portfolio management Portfolio Management panel *Screening *Alpha/Beta == Trillium Investment Manager == Trillium staff have been generalists - doing it all. Need to reduce the direct client load Cheryl and others have built. Allow her to focus on integrating Portfolio 21 acquisition, bringing fixed income to Trillium offerings. Hired '''Alex Jovanovich''' last year. Getting him up to speed. He has taken on some of Cheryl's clients. Goal is for the Investment Managers to take on a set of clients and grow organically from there. (I suggested idea that a set of clients in a given domain can help generate others. Much better than asking people to build a new book of business from scratch. This way they learn more about the firm, its offerings and its clients.) Position is what others might call a '''Relationship Manager'''. == Other notes == '''Edith Penrose''' (1955?) - what was the context? Author of '''The Growth of the Firm''' This book discusses the development of a theory on the growth of the firm. It is shown that the resources with which a particular firm is accustomed to working will shape the productive services its management is capable of rendering. The experience of management will affect the productive services that all its other resources are capable of rendering. As management tries to make the best use of the resources available, a ‘dynamic’ interacting process occurs which encourages growth but limits the rate of growth. 1mbz6nmul8pkynckpvd58qbhuhe35vn 871 870 2024-05-24T04:54:39Z Michael 1 1 revision imported 870 wikitext text/x-wiki {{ProjectSubPage|conversation|}} == 2015 SI Seminar == Group the sessions - one key speaker or session with one follow-on session that focuses on practical implications *Bob Eccles *Jean Rogers :*Conversation with Jameela Pedicini and ? *Bob Litterman ::Incorporating Climate Change into portfolio management *Daniel Ingram *PRI/Pension Fiduciary Duty roundtable ::Incorporating Climate Change into portfolio management Portfolio Management panel *Screening *Alpha/Beta == Trillium Investment Manager == Trillium staff have been generalists - doing it all. Need to reduce the direct client load Cheryl and others have built. Allow her to focus on integrating Portfolio 21 acquisition, bringing fixed income to Trillium offerings. Hired '''Alex Jovanovich''' last year. Getting him up to speed. He has taken on some of Cheryl's clients. Goal is for the Investment Managers to take on a set of clients and grow organically from there. (I suggested idea that a set of clients in a given domain can help generate others. Much better than asking people to build a new book of business from scratch. This way they learn more about the firm, its offerings and its clients.) Position is what others might call a '''Relationship Manager'''. == Other notes == '''Edith Penrose''' (1955?) - what was the context? Author of '''The Growth of the Firm''' This book discusses the development of a theory on the growth of the firm. It is shown that the resources with which a particular firm is accustomed to working will shape the productive services its management is capable of rendering. The experience of management will affect the productive services that all its other resources are capable of rendering. As management tries to make the best use of the resources available, a ‘dynamic’ interacting process occurs which encourages growth but limits the rate of growth. 1mbz6nmul8pkynckpvd58qbhuhe35vn 0 452 872 2018-02-02T16:34:57Z Greis>Michael 0 872 wikitext text/x-wiki {{ProjectSubPage|project work|}} '''Stakeholder Roundtable''' to be held at the close of the Sustainable Investing seminar on {{color||2015-11-19}}, from 5:00 - 7:00 pm. '''[[involved::Lynn Stout]]''' - requested the letter and presented the letter and idea at a CFA Board Meeting :*MJG talked with Lynn on {{color||2015-11-13}} :*She is very supportive of my efforts and what we're doing with the roundtable :*Investors care about this and are demanding it ::*How do we (CFA Institute) support that and meet that demand :*Society (demands it?) :*Investors aren't always seeking the maximum return ::*People are pro-social :*Stop demanding statistical proof and precision ::*Very little in the investment world has that '''Attending''' *'''Cathy Roy''', Calvert *'''[[contributed to::Matt Patsky]]''', Trillium *'''[[contributed to::Cheryl Smith]]''', Trillium *'''[[contributed to::Paul Hilton]]''', Trillium :*Paul is also Board Chair of US SIF. *'''[[contributed to::Steve Lydenberg]]''', Domini Social Investments *'''[[contributed to::Carly Greenberg]]''', for '''Tim Smith''', Walden *'''[[contributed to::Lauren Compere]]''', Boston Common Asset Management *'''[[contributed to::Lisa Hayles]]''', Boston Common Asset Management :*Boston Common is the co-host for the session '''Unable to attend''' *Curtis Ravenal, Bloomberg :*Meetings in NY - provided info to Paul Hilton of Trillium *Stephen Heintz, Rockefeller Brothers Fund :*Traveling *Amy Domini, The Sustainability Group :*In Princeton *Ken Locklin, Impax Asset Management *David Richardson, Impax Asset Management :*Ken is traveling and David has visitors from London :*David provided me comments *Chris McKnett, SSgA *Mahesh Jayakumar, SSgA :*Chris indicated that SSgA agrees with the sentiment of the letter, but doesn't sign such advocacy letters as a matter of practice. :*Chris & Mahesh may send some comments '''Invited:''' *Curtis Ravenal, Bloomberg :*BCAM Invitation e-mail. :*I've reached out through his brother Ramsay at the Grantham Foundation *Cathy Roy, Calvert ('''Confirmed''') :*BCAM Invitation e-mail. *Phil Kirshman, Cornerstone Capital :*BCAM Invitation e-mail. :*I will be reaching out to Erica about the session itself. I will include an invitation to the roundtable *Steve Loren, Chair Sustainable Investing committee NYSSA :*BCAM Invitation e-mail. *Julie Gorte, Pax World Management :*BCAM Invitation e-mail. :*I saw Julie at a State House Legislative hearing Tuesday. Unfortunately, the room was so crowded I couldn't speak to her after she testified. *Stephen Heintz, Rockefeller Brothers Fund :*BCAM Invitation e-mail. :*I've reached out through Ramsay Ravenal at the Grantham Foundation (he works with the Fund) *Amy Domini, The Sustainability Group :*BCAM Invitation e-mail. :*I've reached out to Amy through Steve Lydenberg *Tim Smith, Walden (Carly Greenberg, '''confirmed''') :*BCAM Invitation e-mail. :*I will be reaching out to Tim about the session itself and will check in with him. *Sonia Kowal, Zevin Asset Management :*BCAM Invitation e-mail. :*{{color||2015-11-06}} - talked with Sonia. Wasn't sure she should go because she's not a charterholder. Reassured her that the focus was on firms that manage money and hire charterholders. Re-sent her the invitation; she will review and decide who should attend. *Matt Patsky and Cheryl Smith, Trillium Asset Management ('''Both Confirmed''') :*I reached out to Cheryl Smith and Matt; BCAM also sent an invitation. :*Both have confirmed they will attend. *Steve Lydenberg, Domini Social Investments ('''Confirmed''') :*I reached out to Steve. :*Steve has confirmed he will attend. *Ken Locklin, Impax Asset Management :*I reached out to David Richardson at Impax, whom I know well. He is in NY (Ken is in DC) and is also an active charterholder. I suggested that he might attend if Ken can't. *Vicki Bakhshi, [https://www.bmo.com/gam/about-us/g/leadership BMO Global Asset Management] :*Vicki is in the UK, but BMO has senior people, including several CFAs in Chicago and Montreal. Should we reach out to Vicki and ask whether someone appropriate from BMO would consider attending? *Lauren Compere, Boston Common Asset Management ('''Confirmed''') :*Confirmed?, just for the record :-) *Daniel Ingram, BT Pension Fund Scheme :*I'm also planning to ask Daniel Ingram, our speaker from the UK, whether he would like to attend. Although he didn't sign the letter, I know this would be of interest to him, and he may know some of the signers. Also mentioned it to: *Chris McKnett, SSgA :*SSgA declined to sign the letter, primarily because they don't generally sign advocacy letters, not because they sagreed with the sentiment :*Offered Chris the chance to have someone attend, since the session is informal :*Probably won't, but wanted him to have the option == Background == Worked with [[involved::Bobby Lamy]] to arrange client panel on ESG in the CFA curriculum for signers of the {{color||2015-07-17}} letter to [[involved::Paul Smith]], President of CFA Institute. The letter, with 38 signatures of sustainable investment leaders, requested that CFA institute "establish itself as the global leader in education and credentialing investment management5 professionals in ESG". The session will be an informal conversation in conjunction with the 2015 SI seminar. *Plan for 5:30 - 7:30 pm on the day of the seminar ({{color||2015-11-19}}).{{color||Done}} :*Take advantage of having the hotel facility (and encourage participants to attend event) :*Confirm availability with Moe. :*Confirm Bobby's availability. The letter was suggested and facilitated by [[involved::Boston Common Asset Management]] leadership. It was written and signatures gathered in a short time frame so that it could be referenced by [[involved::Lynn Stout]] at a CFA Institute Board meeting taking place at that time. [[involved::Geeta Aiyer]] CEO of BCAM enlisted the help of [[involved::Bob Massie]] to connect with Lynn. Bob was doing some consulting work for BCAM at the time. NB - I found out later ({{color||2015-10-08}}) from [[involved::Steve Lydenberg]] that he was the one who made the connection for Bob with Lynn Stout. '''Roundtable Invitation Text''' An important component of the planning for this 3rd annual Sustainable Investing seminar was extending our reach and impact by getting CFA Institute more involved. Through that connection, I have arranged a stakeholder roundtable with CFA Institute curriculum development in conjunction with our November 19th seminar. It is an opportunity for signers of the July letter to communicate directly and informally with the leadership of curriculum development for CFA Institute. Before confirming this session, our CFA Institute colleagues made a point of speaking directly with Paul Smith to share our plans with him. Lauren Compere and Lisa Hayles of Last week, Lauren Compere, Lisa Hayles and I met to plan outreach and invitations for this session. A group of 8 to 10 would be ideal; large enough to demonstrate the level of interest but small enough to be conducive to open and substantive conversation. We want to focus particularly on engaging those who manage assets and hire CFA charterholders. The roundtable will take place just after the Sustainable Investing seminar wraps up on the 19th. The post-session networking reception will begin around 4:45 pm. The roundtable is planned for 5:00 - 7:00 pm and will be held in one of the seminar breakout rooms. We certainly encourage roundtable participants to attend part or all of the seminar, but the timing and location allow them to come just for the roundtable. '''Boston Common Invitation Text''' This past summer you joined us in endorsing a letter to the CFA Institute highlighting the lack of formal inclusion of ESG topics in the curriculum. The letter urged the CFA Institute to expand its educational offerings on ESG, consider adding a section on ESG to the CFA curriculum, and encouraged them to reach out to like-minded organizations with ESG expertise. Attached is their response. Over the summer we reached out and had discussions with the BSAS, PRI and US SIF on potential next steps for this industry dialogue. Boston Common Asset Management alongside the Boston Security Analysts Society will host a small group session with the CFA Institute to discuss the response we have received and the next steps we might wish to take as a group. A group of 8 to 10 would be ideal; large enough to demonstrate the level of interest but small enough to be conducive to open and substantive conversation. We want to focus particularly on engaging those who manage assets and hire CFA charter holders. Date: Thursday, November 19th <br /> Time: 5 - 7:00 pm <br /> Venue: The Westin Boston Waterfront The [http://tiny.cc/bsassi 3rd annual Sustainable Investing seminar] organized by the Boston Security Analysts Society takes place on the same day. This informal stakeholder roundtable is an opportunity for signers of the July letter to communicate directly and informally with the leadership of curriculum development for the CFA Institute. Before confirming this session, our CFA Institute colleagues made a point of speaking directly with Paul Smith to share our plans with him. The roundtable will take place just after the Sustainable Investing seminar wraps up on the 19th. The post-session networking reception will begin around 4:45 pm. The roundtable is planned for 5:00 - 7:00 pm and will be held in one of the seminar breakout rooms. We hope you will be able to attend both events. '''Roundtable Background''' {{color||2015-10-08}} - Call with [[involved::Lauren Compere]] and [[involved::Lisa Hayles]] to strategize and plan for the meeting. *BCAM and the BSAS will be co-conveners *Lauren is sending out a save the date to all the signatories, also asking them to express interest in participating. :*Are comfortable that, between distance, timing and asking for interest, we will be able to target 8-10 participants. *We identified signers for personal outreach, ones we especially want to participate. :*[[involved::Curtis Ravenel]], Bloomberg nmuzbup1qrlqazjds7syimhzng99u20 873 872 2024-05-24T04:54:39Z Michael 1 1 revision imported 872 wikitext text/x-wiki {{ProjectSubPage|project work|}} '''Stakeholder Roundtable''' to be held at the close of the Sustainable Investing seminar on {{color||2015-11-19}}, from 5:00 - 7:00 pm. '''[[involved::Lynn Stout]]''' - requested the letter and presented the letter and idea at a CFA Board Meeting :*MJG talked with Lynn on {{color||2015-11-13}} :*She is very supportive of my efforts and what we're doing with the roundtable :*Investors care about this and are demanding it ::*How do we (CFA Institute) support that and meet that demand :*Society (demands it?) :*Investors aren't always seeking the maximum return ::*People are pro-social :*Stop demanding statistical proof and precision ::*Very little in the investment world has that '''Attending''' *'''Cathy Roy''', Calvert *'''[[contributed to::Matt Patsky]]''', Trillium *'''[[contributed to::Cheryl Smith]]''', Trillium *'''[[contributed to::Paul Hilton]]''', Trillium :*Paul is also Board Chair of US SIF. *'''[[contributed to::Steve Lydenberg]]''', Domini Social Investments *'''[[contributed to::Carly Greenberg]]''', for '''Tim Smith''', Walden *'''[[contributed to::Lauren Compere]]''', Boston Common Asset Management *'''[[contributed to::Lisa Hayles]]''', Boston Common Asset Management :*Boston Common is the co-host for the session '''Unable to attend''' *Curtis Ravenal, Bloomberg :*Meetings in NY - provided info to Paul Hilton of Trillium *Stephen Heintz, Rockefeller Brothers Fund :*Traveling *Amy Domini, The Sustainability Group :*In Princeton *Ken Locklin, Impax Asset Management *David Richardson, Impax Asset Management :*Ken is traveling and David has visitors from London :*David provided me comments *Chris McKnett, SSgA *Mahesh Jayakumar, SSgA :*Chris indicated that SSgA agrees with the sentiment of the letter, but doesn't sign such advocacy letters as a matter of practice. :*Chris & Mahesh may send some comments '''Invited:''' *Curtis Ravenal, Bloomberg :*BCAM Invitation e-mail. :*I've reached out through his brother Ramsay at the Grantham Foundation *Cathy Roy, Calvert ('''Confirmed''') :*BCAM Invitation e-mail. *Phil Kirshman, Cornerstone Capital :*BCAM Invitation e-mail. :*I will be reaching out to Erica about the session itself. I will include an invitation to the roundtable *Steve Loren, Chair Sustainable Investing committee NYSSA :*BCAM Invitation e-mail. *Julie Gorte, Pax World Management :*BCAM Invitation e-mail. :*I saw Julie at a State House Legislative hearing Tuesday. Unfortunately, the room was so crowded I couldn't speak to her after she testified. *Stephen Heintz, Rockefeller Brothers Fund :*BCAM Invitation e-mail. :*I've reached out through Ramsay Ravenal at the Grantham Foundation (he works with the Fund) *Amy Domini, The Sustainability Group :*BCAM Invitation e-mail. :*I've reached out to Amy through Steve Lydenberg *Tim Smith, Walden (Carly Greenberg, '''confirmed''') :*BCAM Invitation e-mail. :*I will be reaching out to Tim about the session itself and will check in with him. *Sonia Kowal, Zevin Asset Management :*BCAM Invitation e-mail. :*{{color||2015-11-06}} - talked with Sonia. Wasn't sure she should go because she's not a charterholder. Reassured her that the focus was on firms that manage money and hire charterholders. Re-sent her the invitation; she will review and decide who should attend. *Matt Patsky and Cheryl Smith, Trillium Asset Management ('''Both Confirmed''') :*I reached out to Cheryl Smith and Matt; BCAM also sent an invitation. :*Both have confirmed they will attend. *Steve Lydenberg, Domini Social Investments ('''Confirmed''') :*I reached out to Steve. :*Steve has confirmed he will attend. *Ken Locklin, Impax Asset Management :*I reached out to David Richardson at Impax, whom I know well. He is in NY (Ken is in DC) and is also an active charterholder. I suggested that he might attend if Ken can't. *Vicki Bakhshi, [https://www.bmo.com/gam/about-us/g/leadership BMO Global Asset Management] :*Vicki is in the UK, but BMO has senior people, including several CFAs in Chicago and Montreal. Should we reach out to Vicki and ask whether someone appropriate from BMO would consider attending? *Lauren Compere, Boston Common Asset Management ('''Confirmed''') :*Confirmed?, just for the record :-) *Daniel Ingram, BT Pension Fund Scheme :*I'm also planning to ask Daniel Ingram, our speaker from the UK, whether he would like to attend. Although he didn't sign the letter, I know this would be of interest to him, and he may know some of the signers. Also mentioned it to: *Chris McKnett, SSgA :*SSgA declined to sign the letter, primarily because they don't generally sign advocacy letters, not because they sagreed with the sentiment :*Offered Chris the chance to have someone attend, since the session is informal :*Probably won't, but wanted him to have the option == Background == Worked with [[involved::Bobby Lamy]] to arrange client panel on ESG in the CFA curriculum for signers of the {{color||2015-07-17}} letter to [[involved::Paul Smith]], President of CFA Institute. The letter, with 38 signatures of sustainable investment leaders, requested that CFA institute "establish itself as the global leader in education and credentialing investment management5 professionals in ESG". The session will be an informal conversation in conjunction with the 2015 SI seminar. *Plan for 5:30 - 7:30 pm on the day of the seminar ({{color||2015-11-19}}).{{color||Done}} :*Take advantage of having the hotel facility (and encourage participants to attend event) :*Confirm availability with Moe. :*Confirm Bobby's availability. The letter was suggested and facilitated by [[involved::Boston Common Asset Management]] leadership. It was written and signatures gathered in a short time frame so that it could be referenced by [[involved::Lynn Stout]] at a CFA Institute Board meeting taking place at that time. [[involved::Geeta Aiyer]] CEO of BCAM enlisted the help of [[involved::Bob Massie]] to connect with Lynn. Bob was doing some consulting work for BCAM at the time. NB - I found out later ({{color||2015-10-08}}) from [[involved::Steve Lydenberg]] that he was the one who made the connection for Bob with Lynn Stout. '''Roundtable Invitation Text''' An important component of the planning for this 3rd annual Sustainable Investing seminar was extending our reach and impact by getting CFA Institute more involved. Through that connection, I have arranged a stakeholder roundtable with CFA Institute curriculum development in conjunction with our November 19th seminar. It is an opportunity for signers of the July letter to communicate directly and informally with the leadership of curriculum development for CFA Institute. Before confirming this session, our CFA Institute colleagues made a point of speaking directly with Paul Smith to share our plans with him. Lauren Compere and Lisa Hayles of Last week, Lauren Compere, Lisa Hayles and I met to plan outreach and invitations for this session. A group of 8 to 10 would be ideal; large enough to demonstrate the level of interest but small enough to be conducive to open and substantive conversation. We want to focus particularly on engaging those who manage assets and hire CFA charterholders. The roundtable will take place just after the Sustainable Investing seminar wraps up on the 19th. The post-session networking reception will begin around 4:45 pm. The roundtable is planned for 5:00 - 7:00 pm and will be held in one of the seminar breakout rooms. We certainly encourage roundtable participants to attend part or all of the seminar, but the timing and location allow them to come just for the roundtable. '''Boston Common Invitation Text''' This past summer you joined us in endorsing a letter to the CFA Institute highlighting the lack of formal inclusion of ESG topics in the curriculum. The letter urged the CFA Institute to expand its educational offerings on ESG, consider adding a section on ESG to the CFA curriculum, and encouraged them to reach out to like-minded organizations with ESG expertise. Attached is their response. Over the summer we reached out and had discussions with the BSAS, PRI and US SIF on potential next steps for this industry dialogue. Boston Common Asset Management alongside the Boston Security Analysts Society will host a small group session with the CFA Institute to discuss the response we have received and the next steps we might wish to take as a group. A group of 8 to 10 would be ideal; large enough to demonstrate the level of interest but small enough to be conducive to open and substantive conversation. We want to focus particularly on engaging those who manage assets and hire CFA charter holders. Date: Thursday, November 19th <br /> Time: 5 - 7:00 pm <br /> Venue: The Westin Boston Waterfront The [http://tiny.cc/bsassi 3rd annual Sustainable Investing seminar] organized by the Boston Security Analysts Society takes place on the same day. This informal stakeholder roundtable is an opportunity for signers of the July letter to communicate directly and informally with the leadership of curriculum development for the CFA Institute. Before confirming this session, our CFA Institute colleagues made a point of speaking directly with Paul Smith to share our plans with him. The roundtable will take place just after the Sustainable Investing seminar wraps up on the 19th. The post-session networking reception will begin around 4:45 pm. The roundtable is planned for 5:00 - 7:00 pm and will be held in one of the seminar breakout rooms. We hope you will be able to attend both events. '''Roundtable Background''' {{color||2015-10-08}} - Call with [[involved::Lauren Compere]] and [[involved::Lisa Hayles]] to strategize and plan for the meeting. *BCAM and the BSAS will be co-conveners *Lauren is sending out a save the date to all the signatories, also asking them to express interest in participating. :*Are comfortable that, between distance, timing and asking for interest, we will be able to target 8-10 participants. *We identified signers for personal outreach, ones we especially want to participate. :*[[involved::Curtis Ravenel]], Bloomberg nmuzbup1qrlqazjds7syimhzng99u20 0 453 874 2015-08-03T16:29:28Z Greis>Michael 0 Created page with "{{ProjectSubPage|conversation|}} Initial call with Daniel (check date) *Reviewed the event and our topics What's consuming his time? *Building a more quantitative understand..." 874 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Initial call with Daniel (check date) *Reviewed the event and our topics What's consuming his time? *Building a more quantitative understanding of risks *Climate Change impact and adaptation *Big Picture trends and risks *How does this impact asset allocation? :*All he sees is results aod trades/purchases and quarterly results :*What's actually going on? :*Build a more robust communication with investment managers Wants a conversation with analysts *What's their perspective? *What information can the yprovide? *Current interactions are limited MJG: '''Structure this as a conversation?''' *Jameela @ Harvard - both of us thought of her first :*Daniel speaker with her frequently :*They ask similar questions. *Michael McCauley, State of Florida *MD? What are the information flows in sustainable investing? How can we benchmark or rate our managers on ESG integration? *How can we improve the information flowing between PM and client? *How do asset managers perceive these issues? Wants a relationship with investment firmst on what responsible investing looks like *Integrated investment analysis *Benchmark to the S&P 500? (typical?) Working closely with SASB *Harmonize - ID materiality *GRI Info Stewardship - capital after? deployment Is CSR data useful? ktwzresw7v264iswkm0nzru8sp054en 875 874 2024-05-24T04:54:39Z Michael 1 1 revision imported 874 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Initial call with Daniel (check date) *Reviewed the event and our topics What's consuming his time? *Building a more quantitative understanding of risks *Climate Change impact and adaptation *Big Picture trends and risks *How does this impact asset allocation? :*All he sees is results aod trades/purchases and quarterly results :*What's actually going on? :*Build a more robust communication with investment managers Wants a conversation with analysts *What's their perspective? *What information can the yprovide? *Current interactions are limited MJG: '''Structure this as a conversation?''' *Jameela @ Harvard - both of us thought of her first :*Daniel speaker with her frequently :*They ask similar questions. *Michael McCauley, State of Florida *MD? What are the information flows in sustainable investing? How can we benchmark or rate our managers on ESG integration? *How can we improve the information flowing between PM and client? *How do asset managers perceive these issues? Wants a relationship with investment firmst on what responsible investing looks like *Integrated investment analysis *Benchmark to the S&P 500? (typical?) Working closely with SASB *Harmonize - ID materiality *GRI Info Stewardship - capital after? deployment Is CSR data useful? ktwzresw7v264iswkm0nzru8sp054en 0 454 876 2015-08-19T16:56:58Z Greis>Michael 0 /* Record video segments */ 876 wikitext text/x-wiki {{ProjectSubPage|project work|}} {{color||2015-07-23}} - under 2015 SI seminar for now, but may want to move elsewhere We are actively working with Bobby Lamy and Greg Siegel on multiple collaborative possibilities for the seminar: :*Record video segments :*Focus groups - before and after :*Other ideas == Record video segments == Bobby is working on obtaining resources and a commitment from CFA Institute to provide and set up recording capability at the session. {{color||2015-08-19}} - Moe has secured a second breakout room for this purpose. The idea is to record short video segments - perhaps as Take 15 videos - with willing speakers. This is a great additional benefit from the event, good ongoing visibility, and eliminates the potential issues in recording the actual sessions (impact of speakers remarks, significant expense and set up). Reach out to presenters to gauge/encourage interest (Michael): *Bob Litterman *Bob Eccles *Jean Rogers *Daniel Ingram Take 15 samples: *[http://video.cfainstitute.org/services/player/bcpid1185341167001?bckey=AQ~~,AAABE5oc3_E~,Leu10fA0D1sMp1ipDvXoIXdOVUUokt-0&bctid=4058592771001 Nouriel Roubini] *[http://video.cfainstitute.org/services/player/bcpid3577743869001?bckey=AQ~~,AAABE5oc3_E~,Leu10fA0D1sc9Dh9wz3oyrstQJ-PkzpJ&bctid=3965539612001 Climate Bonds primer] == Focus Groups == Setting up focus groups on incorporating ESG into the CFA curriculum Suggested: *One group the day before the seminar *Another group, selected from mainstream professionals attending the seminar, the day after *Industry firms? == 2015-07-23 call summary == I had a great conversation yesterday with '''Bobby Lamy''' (Head of Curriculum Development for CFA Institute) and '''Greg Siegel''' (Director of Curriculum Projects) about collaboration with us on the November seminar and the process of incorporating ESG to the CFA curriculum. We are clearly on the forefront of Sustainable Investing/ESG work. Our focus on mainstreaming and integration reflects what CFA Institute has learned as they heard from and engaged with charterholders around the world. The topics we're tackling (and that are the ongoing questions in the field) - how to place ESG in the greater context of investment management practice, defining the language we use, evaluating performance, understanding valuation and portfolio management implications - are the ones CFA Institute has to understand and incorporate into the curriculum. We discussed several possibilities for Bobby's team and CFA Institute to engage with and support the seminar that would advance his work on ESG for the curriculum: *Greg is planning to attend *Assistance with capturing one or more sessions for later videocast/podcast *Creating Take 15 sessions through interviews of speakers during the event (here's how this might work, using Bob Litterman a hypothetical example - after Bob speaks, he goes into another room with someone who has just listened to him and records an interview on the topic he has just presented.) This approach has several advantages - it produces a shorter segment and obviates the concerns that recording the actual session will affect what the speaker says. *Doing a curriculum development focus group - possibly as a sponsor breakfast, or a session the day before or after the seminar We're planning a follow-up call the week of August 3rd to: *further develop these ideas *identify others *determine which ones are workable & of most benefit '''and''' *if possible, make decisions about which to implement. Decisions on feasibility and logistics will rest with Stephanie and the staff, but the Committee should weigh in on what would be most beneficial for the seminar and for the goal of advancing Sustainable Investing. We also talked about the paper contest. Bobby will make a connection to the research institute for us. I asked Bobby to make a connection for me to the Future of Finance initiative (something I've been trying to make happen). Follow-up items for the committee: *Please '''respond to this item with comments and questions''' *Let Stephanie know if you'd like to be on the follow-up call (one-time commitment) *'''Volunteer to work on the implementation''' (at least one member) Thanks! == 2015-07-23 call notes == Participants: Michael Greis, Bobby Lamy and Greg Siegel Goal: Understand status of process, get engaged with the process Opportunities: *2015 Seminar *Local firms with Charterholders :*Boston Common letter *BSAS and NYSSA? Held panel sessions last year *One of the challenges - thinking about the CFA candidate; practicing professionals can make the transition more easily *Valuation implications *Integrate into portfolio management Bobby was talking with Stephanie last week *More activity with larger societies - *We're talking about this so they want to engage with us Identify those skills and competencies that our charterholders need. Connections with Future of Finance initiative - Bobby will make it. Curriculum *How do we understand skill set for ES/ESG? *How do we integrate it? *Greg is developing a reading list for Level I *Thinking is to integrate - I said that's exactly right. It's what we're doing. :*Bobby influenced by talking with someone at Aviva in UK. Loves our program - just where they want to be. *Greg will attend (Bobby maybe?) What about firms? *Bobby - yes, we want to hear from them. He wants to hear from them. To-do: *Greg will set up follow-up call week of August 9th for us (Bobby, Greg, Stephanie, me) Bobby's suggestions: *Video - sessions or Take 5 *Practice analysis sessions - 8-10 people :*two sessions...one for breakfast, one after Hitting all the hot spots. == Background == Initial conversations between Stephanie Field and Greg Siegel at CFA Institute about possible CFA Institute involvement in the 2015 seminar to present, discuss or have a focus group about ESG for the CFA curriculum. *100+ professionals interested in SI - great opportunity for CFAI to engage, show the flag and advance their work on ESG for the curriculum. *Connection with Future of Finance and ethics of the profession Doesn't fit into program agenda. What about a sponsor breakfast? *Back and forth discussion setting up {{color||2015-07-23}} call with Bobby Lamy and Greg Siegel. ---- rfg1k73liufprb6mg4rycr0uju628m5 877 876 2024-05-24T04:54:39Z Michael 1 1 revision imported 876 wikitext text/x-wiki {{ProjectSubPage|project work|}} {{color||2015-07-23}} - under 2015 SI seminar for now, but may want to move elsewhere We are actively working with Bobby Lamy and Greg Siegel on multiple collaborative possibilities for the seminar: :*Record video segments :*Focus groups - before and after :*Other ideas == Record video segments == Bobby is working on obtaining resources and a commitment from CFA Institute to provide and set up recording capability at the session. {{color||2015-08-19}} - Moe has secured a second breakout room for this purpose. The idea is to record short video segments - perhaps as Take 15 videos - with willing speakers. This is a great additional benefit from the event, good ongoing visibility, and eliminates the potential issues in recording the actual sessions (impact of speakers remarks, significant expense and set up). Reach out to presenters to gauge/encourage interest (Michael): *Bob Litterman *Bob Eccles *Jean Rogers *Daniel Ingram Take 15 samples: *[http://video.cfainstitute.org/services/player/bcpid1185341167001?bckey=AQ~~,AAABE5oc3_E~,Leu10fA0D1sMp1ipDvXoIXdOVUUokt-0&bctid=4058592771001 Nouriel Roubini] *[http://video.cfainstitute.org/services/player/bcpid3577743869001?bckey=AQ~~,AAABE5oc3_E~,Leu10fA0D1sc9Dh9wz3oyrstQJ-PkzpJ&bctid=3965539612001 Climate Bonds primer] == Focus Groups == Setting up focus groups on incorporating ESG into the CFA curriculum Suggested: *One group the day before the seminar *Another group, selected from mainstream professionals attending the seminar, the day after *Industry firms? == 2015-07-23 call summary == I had a great conversation yesterday with '''Bobby Lamy''' (Head of Curriculum Development for CFA Institute) and '''Greg Siegel''' (Director of Curriculum Projects) about collaboration with us on the November seminar and the process of incorporating ESG to the CFA curriculum. We are clearly on the forefront of Sustainable Investing/ESG work. Our focus on mainstreaming and integration reflects what CFA Institute has learned as they heard from and engaged with charterholders around the world. The topics we're tackling (and that are the ongoing questions in the field) - how to place ESG in the greater context of investment management practice, defining the language we use, evaluating performance, understanding valuation and portfolio management implications - are the ones CFA Institute has to understand and incorporate into the curriculum. We discussed several possibilities for Bobby's team and CFA Institute to engage with and support the seminar that would advance his work on ESG for the curriculum: *Greg is planning to attend *Assistance with capturing one or more sessions for later videocast/podcast *Creating Take 15 sessions through interviews of speakers during the event (here's how this might work, using Bob Litterman a hypothetical example - after Bob speaks, he goes into another room with someone who has just listened to him and records an interview on the topic he has just presented.) This approach has several advantages - it produces a shorter segment and obviates the concerns that recording the actual session will affect what the speaker says. *Doing a curriculum development focus group - possibly as a sponsor breakfast, or a session the day before or after the seminar We're planning a follow-up call the week of August 3rd to: *further develop these ideas *identify others *determine which ones are workable & of most benefit '''and''' *if possible, make decisions about which to implement. Decisions on feasibility and logistics will rest with Stephanie and the staff, but the Committee should weigh in on what would be most beneficial for the seminar and for the goal of advancing Sustainable Investing. We also talked about the paper contest. Bobby will make a connection to the research institute for us. I asked Bobby to make a connection for me to the Future of Finance initiative (something I've been trying to make happen). Follow-up items for the committee: *Please '''respond to this item with comments and questions''' *Let Stephanie know if you'd like to be on the follow-up call (one-time commitment) *'''Volunteer to work on the implementation''' (at least one member) Thanks! == 2015-07-23 call notes == Participants: Michael Greis, Bobby Lamy and Greg Siegel Goal: Understand status of process, get engaged with the process Opportunities: *2015 Seminar *Local firms with Charterholders :*Boston Common letter *BSAS and NYSSA? Held panel sessions last year *One of the challenges - thinking about the CFA candidate; practicing professionals can make the transition more easily *Valuation implications *Integrate into portfolio management Bobby was talking with Stephanie last week *More activity with larger societies - *We're talking about this so they want to engage with us Identify those skills and competencies that our charterholders need. Connections with Future of Finance initiative - Bobby will make it. Curriculum *How do we understand skill set for ES/ESG? *How do we integrate it? *Greg is developing a reading list for Level I *Thinking is to integrate - I said that's exactly right. It's what we're doing. :*Bobby influenced by talking with someone at Aviva in UK. Loves our program - just where they want to be. *Greg will attend (Bobby maybe?) What about firms? *Bobby - yes, we want to hear from them. He wants to hear from them. To-do: *Greg will set up follow-up call week of August 9th for us (Bobby, Greg, Stephanie, me) Bobby's suggestions: *Video - sessions or Take 5 *Practice analysis sessions - 8-10 people :*two sessions...one for breakfast, one after Hitting all the hot spots. == Background == Initial conversations between Stephanie Field and Greg Siegel at CFA Institute about possible CFA Institute involvement in the 2015 seminar to present, discuss or have a focus group about ESG for the CFA curriculum. *100+ professionals interested in SI - great opportunity for CFAI to engage, show the flag and advance their work on ESG for the curriculum. *Connection with Future of Finance and ethics of the profession Doesn't fit into program agenda. What about a sponsor breakfast? *Back and forth discussion setting up {{color||2015-07-23}} call with Bobby Lamy and Greg Siegel. ---- rfg1k73liufprb6mg4rycr0uju628m5 0 455 878 2015-04-20T22:25:46Z Greis>Michael 0 878 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Update with Eric on 2015 session planning *Likes the themes of risk and fiduciary duty *Should further define and focus what aspect(s) of risk to address :*Business models? Environment? *Fiduciary duty - CPPIB pretty comfortable with it now; they invest without concern :*Is that because of differences in the Canadian environment or because they've worked through it? - Primarily because they worked through it *Any publications? Research? from CPPIB? :*Look at the annual report - he can get more info if anything is interesting :*Something for the research lounge? - Maybe the report as an exemplar? (There are a lot of reports, many of which don't say much. *Asset Managers? Asset Owners? :*RobecoSAM :*PGGM - best at it :*Van der Heiden? (or something similar) - worked at PGGM, now on own, building book of business :*He'll ask around about possible European candidates *Have both disclosure and reporting - good :*covering a lot of ground - too many different areas? :*viewing these as practical components of the day - that makes sense *Energy - what are people doing? where are they investing? :*Did a survey of their peers - no consensus; variety of approaches; :*Proprietary, but Eric would share info one-on-one :*Asked whether there might be high-level themes he could extract and share with us. Possibly. :*Perhaps for next year? :*Said that we have discussed the idea of a practical session - once you make the decision to do something, how do you do it? Not whether to divest/engage/invest elsewhere, but how. *Publicize the event in Canada. 5bgei6ve2gj0qssse0e49mqe5c3l4y0 879 878 2024-05-24T04:54:39Z Michael 1 1 revision imported 878 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Update with Eric on 2015 session planning *Likes the themes of risk and fiduciary duty *Should further define and focus what aspect(s) of risk to address :*Business models? Environment? *Fiduciary duty - CPPIB pretty comfortable with it now; they invest without concern :*Is that because of differences in the Canadian environment or because they've worked through it? - Primarily because they worked through it *Any publications? Research? from CPPIB? :*Look at the annual report - he can get more info if anything is interesting :*Something for the research lounge? - Maybe the report as an exemplar? (There are a lot of reports, many of which don't say much. *Asset Managers? Asset Owners? :*RobecoSAM :*PGGM - best at it :*Van der Heiden? (or something similar) - worked at PGGM, now on own, building book of business :*He'll ask around about possible European candidates *Have both disclosure and reporting - good :*covering a lot of ground - too many different areas? :*viewing these as practical components of the day - that makes sense *Energy - what are people doing? where are they investing? :*Did a survey of their peers - no consensus; variety of approaches; :*Proprietary, but Eric would share info one-on-one :*Asked whether there might be high-level themes he could extract and share with us. Possibly. :*Perhaps for next year? :*Said that we have discussed the idea of a practical session - once you make the decision to do something, how do you do it? Not whether to divest/engage/invest elsewhere, but how. *Publicize the event in Canada. 5bgei6ve2gj0qssse0e49mqe5c3l4y0 0 456 880 2015-08-28T15:02:09Z Greis>Michael 0 880 wikitext text/x-wiki {{ProjectSubPage|project work|}} Make connections between Sustainable Investing seminars and CFA Institute Future of Finance initiative. == 2015-08-28 Rebecca Fender == Call with Rebecca Started project 2 years ago: *What are factors most important for future of profession? *Where can CFA Institute have an significant impact? ESG not called out specifically, but clearly, as I point out, it's a natural fit. Survey: *Have asked generalists for many years, this is the first year we sense a real change *Previously was always "yeah, interesting....maybe a small breakout"... How can I help? *Already connected to Matt, one of our key experts.... I want to understand the bigger picture of the initiative - progress and goals *Thinking about megatrends disrupting the industry *Paul Smith - Position CFA Institute as the leader :*What do we need to be knowledgeable and ready to talk about? :*Leaders first :*Broaden out ambassador role for members *Traction so far - societies have been inspired by this Personally, she's trying to create tools to make it easy for people to share the message *What's the ongoing collateral? I talked about segmentation and stakeholders: What are the key messages? *Me - We are exemplars of professionalism - putting our clients first Broader branding campaign in Americas this fall - about professionalism and these ideas How to make change in the industry *Change from inside *Change from outside - influence those outside the industry who have the authority to make change Her thinking: *Curating on the big trends *Action on a big theme each year This year *An ideal retirement system - paper :*Focused on policy makers :*Where are the gaps? Working with Edelman on a trust survey (did this several years ago with them): *How much do you trust different industries? *FS is usually near the bottom *Hired them a few years ago to see if the view differs among the institutional investors :*No, not really *They will survey both institutional and retail investors :*What are the factors that determine who you turn your money over to? :*Transactional trust and relationship trust Have talked about Sustainable investing in the context. Not central, but relevant. Sustainable investing - want everyone to look at us and say - there, they're doing and living the future of finance When we talk Are there things we can scale up - tools, whatever - that could be part of the toolkit. How can you use these tools to incorporate future of finance in your work. * Statement of investor rights *Each year, take one of the rights and build on it... Do I know Chris Pinney? Yes. He reached out to Rebecca and CFA institute. What I want: * 7i2imlgavyfqtl46xs2i2e1sgv313a8 881 880 2024-05-24T04:54:39Z Michael 1 1 revision imported 880 wikitext text/x-wiki {{ProjectSubPage|project work|}} Make connections between Sustainable Investing seminars and CFA Institute Future of Finance initiative. == 2015-08-28 Rebecca Fender == Call with Rebecca Started project 2 years ago: *What are factors most important for future of profession? *Where can CFA Institute have an significant impact? ESG not called out specifically, but clearly, as I point out, it's a natural fit. Survey: *Have asked generalists for many years, this is the first year we sense a real change *Previously was always "yeah, interesting....maybe a small breakout"... How can I help? *Already connected to Matt, one of our key experts.... I want to understand the bigger picture of the initiative - progress and goals *Thinking about megatrends disrupting the industry *Paul Smith - Position CFA Institute as the leader :*What do we need to be knowledgeable and ready to talk about? :*Leaders first :*Broaden out ambassador role for members *Traction so far - societies have been inspired by this Personally, she's trying to create tools to make it easy for people to share the message *What's the ongoing collateral? I talked about segmentation and stakeholders: What are the key messages? *Me - We are exemplars of professionalism - putting our clients first Broader branding campaign in Americas this fall - about professionalism and these ideas How to make change in the industry *Change from inside *Change from outside - influence those outside the industry who have the authority to make change Her thinking: *Curating on the big trends *Action on a big theme each year This year *An ideal retirement system - paper :*Focused on policy makers :*Where are the gaps? Working with Edelman on a trust survey (did this several years ago with them): *How much do you trust different industries? *FS is usually near the bottom *Hired them a few years ago to see if the view differs among the institutional investors :*No, not really *They will survey both institutional and retail investors :*What are the factors that determine who you turn your money over to? :*Transactional trust and relationship trust Have talked about Sustainable investing in the context. Not central, but relevant. Sustainable investing - want everyone to look at us and say - there, they're doing and living the future of finance When we talk Are there things we can scale up - tools, whatever - that could be part of the toolkit. How can you use these tools to incorporate future of finance in your work. * Statement of investor rights *Each year, take one of the rights and build on it... Do I know Chris Pinney? Yes. He reached out to Rebecca and CFA institute. What I want: * 7i2imlgavyfqtl46xs2i2e1sgv313a8 0 457 882 2016-10-24T15:58:40Z Greis>Michael 0 882 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Final Videos == Below are links to three of the four ESG interviews that we produced in conjunction with BSAS. The Members Product Team has agree to host the rogers and Litterman interviews but not the Eccles interview which is more suitable to the BSAS website. *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680247120001 Bob Litterman Interview] - [http://tiny.cc/2015si-risk tiny.cc/2015si-risk] *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680282763001 Jean Rogers Interview] - [http://tiny.cc/2015si-sasb tiny.cc/2015si-sasb] *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680241569001 Bob Eccles Interview] - [http://tiny.cc/2015si-wrapup tiny.cc/2015si-wrapup] Links to talks posted on CFA Institute web site: *[https://www.cfainstitute.org/learning/products/multimedia/Pages/130707.aspx Jean Rogers] *[https://www.cfainstitute.org/learning/products/multimedia/Pages/130706.aspx Bob Litterman] '''Links code for embed''' (replace videoId in code below) *Litterman: videoId=4680247120001 *Rogers: videoId=4680282763001 *Eccles: videoId=4680241569001 <nowiki> <div style="display: block; position: relative; max-width: 100%;"><div style="padding-top: 75%;"> <iframe src="//players.brightcove.net/1183701590001/NkEJI6j2l_default/index.html?</nowiki>'''videoId=0000000000000'''<nowiki>" allowfullscreen webkitallowfullscreen mozallowfullscreen style="width: 100%; height: 100%; position: absolute; top: 0px; bottom: 0px; right: 0px; left: 0px;"> </iframe></div></div> </nowiki> == Raw Videos == *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680247120001 Bob Litterman] *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680282763001 Jean Rogers] *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680246026001 Ric Marshall] *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680241569001 Bob Eccles] == 2016-03-21 Update == *Clay should have received a note from WeTransfer / Marc Mandel at The Needham Channel with a link to download the four video intros I recorded on Friday. *Possible question text to insert and content to remove still to come. I'm reviewing all the videos now. I'm inclined to leave Bob Litterman and Bob Eccles as is, but I want to check one or two places for possible question text. I may want to remove some material from Jean Rogers and Ric Lawrence and add some questions. I'll have that for you within a couple of days, if not sooner. *"More Info" BSAS graphic - EPS from George Dudley attached to show after the interview ends. *Disclaimer - In addition to the CFA disclaimer you provided us, the BSAS would like to add the following text (as was shown at the seminar): ::The Boston Security Analysts Society, Inc. (BSAS) provides information and services as a benefit to both BSAS members and the general public. All views expressed in the presentation are solely those of the presenter and do not necessarily represent the views of BSAS, its officers, directors, employees, volunteers, or members. BSAS is not responsible for the views expressed in this presentation. :*(BSAS has no preference on location - standalone text or added to the CFA disclaimer....however you think best.) *Morgan - my signed video agreement is attached as a PDF. == 2016-03-10 Call == With Stephanie and George. Finalize details and timeline for video availability. *~1 minute video intro :*The BSAS held its third annual SI seminar on November xx, 2015 :*Bob Litterman, title, of Kepos Capital gave a keynote presentation on (topic) :*After the session, we sat down for an interview/conversation with Bob to talk about ::*list key items *Edits/interpolated questions as needed *Closing :*For more about the BSAS SI Seminars, (web page?) :*Disclaimer Other items: *John Oliver - Special Districts *Doodle for 2016 SI planning session *70th? *Call with CFA Conferences - taking 2015 SI on the road Summary of call with Dave Larrabee: It was nice chatting with you earlier today. I want to confirm our plans for the Litterman, Rogers, and Marshall videos: *CFA Institute would like to host the videos on our website *You will provide Clay Bretz (copied) with short intros, with BSAS branding, to be inserted into the videos *You have the option to provide Clay with questions to be inserted in the videos *You will provide Morgan Rakes (copied) with a 1-2 paragraph summary of each video to be adapted as a “product detail page” for our website. As part of the summaries, feel free to include, in bullet form, the questions being addressed in the videos *Once we get the videos produced and posted on our website, we will provide you with links to share ::Please let me know if I mischaracterized anything or if any clarifications are needed, and thanks again for the opportunity to share this content with our broad audience. == Follow-up call 2015-12-02 == *Rough cuts in several weeks (mid-December?) :*ESG & BSAS *Priority to ESG videos '''ESG Videos''' *Look at rough cuts *Follow-up with Bobby Lamy on CFA web site fit (Take 15 or others) *Decide if want intros *If record locally :*Full HD 1080 :*H.264 may be easiest for us :*For load into Adobe Premiere (pretty flexible) *Discuss BSAS branding approval, etc. Hosting: *Can probably host on CFAI video server, provide embed code *BSAS YouTube channel is also a possibility Possible end uses: *CFA Institute site - (discuss with Bobby Lamy) *BSAS site :*As slide show item? :*On seminar page? *By subject - SASB :*Bob Litterman - show him final cut and ask if he wants to feature it somewhere :*Bob Eccles - ask him... Considerations for final cuts: *Consider making several shorter videos if segments work well standalone *If intros :*BSAS - as is with '''Items to discuss''' *Record intros? :*At TNC? ::*Format? *How to use locally? :*Can we do something at TNC? == Interviews == '''Interviews Completed''' *Bob Litterman (Michael) *Jean Rogers (Michael) :*SASB Status :*SASB - Research on portfolio impact *Bob Eccles (George) *BSAS Interviews == Planning and Preparation == '''Interviews''' to be recorded during the day of the seminar {{color||2015-11-19}}. *Will be used for Take 15s and/or BSAS *Invite speakers to participate *Suggested BSAS board consider local luminaries to fit in *Others who are attending? '''Seminar speakers:''' *Bob Litterman - interested, need to confirm *Jean Rogers - confirmed :*Possibly two separate interviews *Cheryl Smith - maybe *Daniel Ingram - interested, has to clear *Governance panel? *Andreas? *Fiduciary Duty? *Eccles - interested? summary of the day? '''Plan and schedule interviews''' b3p8fqiosxs8pvt1xil6w7d7id5u4v4 883 882 2024-05-24T04:54:39Z Michael 1 1 revision imported 882 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Final Videos == Below are links to three of the four ESG interviews that we produced in conjunction with BSAS. The Members Product Team has agree to host the rogers and Litterman interviews but not the Eccles interview which is more suitable to the BSAS website. *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680247120001 Bob Litterman Interview] - [http://tiny.cc/2015si-risk tiny.cc/2015si-risk] *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680282763001 Jean Rogers Interview] - [http://tiny.cc/2015si-sasb tiny.cc/2015si-sasb] *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680241569001 Bob Eccles Interview] - [http://tiny.cc/2015si-wrapup tiny.cc/2015si-wrapup] Links to talks posted on CFA Institute web site: *[https://www.cfainstitute.org/learning/products/multimedia/Pages/130707.aspx Jean Rogers] *[https://www.cfainstitute.org/learning/products/multimedia/Pages/130706.aspx Bob Litterman] '''Links code for embed''' (replace videoId in code below) *Litterman: videoId=4680247120001 *Rogers: videoId=4680282763001 *Eccles: videoId=4680241569001 <nowiki> <div style="display: block; position: relative; max-width: 100%;"><div style="padding-top: 75%;"> <iframe src="//players.brightcove.net/1183701590001/NkEJI6j2l_default/index.html?</nowiki>'''videoId=0000000000000'''<nowiki>" allowfullscreen webkitallowfullscreen mozallowfullscreen style="width: 100%; height: 100%; position: absolute; top: 0px; bottom: 0px; right: 0px; left: 0px;"> </iframe></div></div> </nowiki> == Raw Videos == *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680247120001 Bob Litterman] *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680282763001 Jean Rogers] *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680246026001 Ric Marshall] *[http://players.brightcove.net/1183701590001/default_default/index.html?videoId=4680241569001 Bob Eccles] == 2016-03-21 Update == *Clay should have received a note from WeTransfer / Marc Mandel at The Needham Channel with a link to download the four video intros I recorded on Friday. *Possible question text to insert and content to remove still to come. I'm reviewing all the videos now. I'm inclined to leave Bob Litterman and Bob Eccles as is, but I want to check one or two places for possible question text. I may want to remove some material from Jean Rogers and Ric Lawrence and add some questions. I'll have that for you within a couple of days, if not sooner. *"More Info" BSAS graphic - EPS from George Dudley attached to show after the interview ends. *Disclaimer - In addition to the CFA disclaimer you provided us, the BSAS would like to add the following text (as was shown at the seminar): ::The Boston Security Analysts Society, Inc. (BSAS) provides information and services as a benefit to both BSAS members and the general public. All views expressed in the presentation are solely those of the presenter and do not necessarily represent the views of BSAS, its officers, directors, employees, volunteers, or members. BSAS is not responsible for the views expressed in this presentation. :*(BSAS has no preference on location - standalone text or added to the CFA disclaimer....however you think best.) *Morgan - my signed video agreement is attached as a PDF. == 2016-03-10 Call == With Stephanie and George. Finalize details and timeline for video availability. *~1 minute video intro :*The BSAS held its third annual SI seminar on November xx, 2015 :*Bob Litterman, title, of Kepos Capital gave a keynote presentation on (topic) :*After the session, we sat down for an interview/conversation with Bob to talk about ::*list key items *Edits/interpolated questions as needed *Closing :*For more about the BSAS SI Seminars, (web page?) :*Disclaimer Other items: *John Oliver - Special Districts *Doodle for 2016 SI planning session *70th? *Call with CFA Conferences - taking 2015 SI on the road Summary of call with Dave Larrabee: It was nice chatting with you earlier today. I want to confirm our plans for the Litterman, Rogers, and Marshall videos: *CFA Institute would like to host the videos on our website *You will provide Clay Bretz (copied) with short intros, with BSAS branding, to be inserted into the videos *You have the option to provide Clay with questions to be inserted in the videos *You will provide Morgan Rakes (copied) with a 1-2 paragraph summary of each video to be adapted as a “product detail page” for our website. As part of the summaries, feel free to include, in bullet form, the questions being addressed in the videos *Once we get the videos produced and posted on our website, we will provide you with links to share ::Please let me know if I mischaracterized anything or if any clarifications are needed, and thanks again for the opportunity to share this content with our broad audience. == Follow-up call 2015-12-02 == *Rough cuts in several weeks (mid-December?) :*ESG & BSAS *Priority to ESG videos '''ESG Videos''' *Look at rough cuts *Follow-up with Bobby Lamy on CFA web site fit (Take 15 or others) *Decide if want intros *If record locally :*Full HD 1080 :*H.264 may be easiest for us :*For load into Adobe Premiere (pretty flexible) *Discuss BSAS branding approval, etc. Hosting: *Can probably host on CFAI video server, provide embed code *BSAS YouTube channel is also a possibility Possible end uses: *CFA Institute site - (discuss with Bobby Lamy) *BSAS site :*As slide show item? :*On seminar page? *By subject - SASB :*Bob Litterman - show him final cut and ask if he wants to feature it somewhere :*Bob Eccles - ask him... Considerations for final cuts: *Consider making several shorter videos if segments work well standalone *If intros :*BSAS - as is with '''Items to discuss''' *Record intros? :*At TNC? ::*Format? *How to use locally? :*Can we do something at TNC? == Interviews == '''Interviews Completed''' *Bob Litterman (Michael) *Jean Rogers (Michael) :*SASB Status :*SASB - Research on portfolio impact *Bob Eccles (George) *BSAS Interviews == Planning and Preparation == '''Interviews''' to be recorded during the day of the seminar {{color||2015-11-19}}. *Will be used for Take 15s and/or BSAS *Invite speakers to participate *Suggested BSAS board consider local luminaries to fit in *Others who are attending? '''Seminar speakers:''' *Bob Litterman - interested, need to confirm *Jean Rogers - confirmed :*Possibly two separate interviews *Cheryl Smith - maybe *Daniel Ingram - interested, has to clear *Governance panel? *Andreas? *Fiduciary Duty? *Eccles - interested? summary of the day? '''Plan and schedule interviews''' b3p8fqiosxs8pvt1xil6w7d7id5u4v4 0 458 884 2015-04-20T22:26:27Z Greis>Michael 0 884 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Call with Jean Rogers for initial session planning '''Agenda''' *Event history and overview *2105 speakers and themes *Research lounge *Her talk Ideas: *George Serafeim - materiality of ESG factors :*First study - showing how you have to correct for materiality :*She would bring it in as a preface :*Was with George and co-authors last week - happy to make connection. :*Get them into the research lounge *Harvard Management Corporation :*Made commitment - using SASB indicators and information to inform investment strategy. Just asked all their outside managers to provide this information. :*Can't develop a strategy without information.... :*[[involved::Jameela Pedicini]] engaged; would be good to have her. *Yale :*Dan Esty - leading effort at Yale....working with endowment on how to address concerns :*1 1/2 days on climate risk....not public conference....invitation-only session with a number of endowments + practitioners. To discuss metrics and information needed to shape investment strategies for endowments..... :*got a report back from their attendee. Foundations and endowments *How about a follow-on to Jean's session with Jameela & Dan talking about implementing this Bruce Kahn at Sustainable Insight Capital Management :*Doing work on this :*MJG - Bruce participated in our SASB webinar *Using factors as a playbook *Have their materiality map - 7 of 10 sectors complete :*Rest by end of year :*Can see where ESG risk is concentrated :*Climate - present in 51 of 57 industries to date :*Investors have to look at different aspects of climate :*'''Can't diversify away or divest from climate risk''' - have to understand and manage it. :*Possible topic for Bob Litterman :*Picture of ESG risk in 7 of 10 sectors. :*Understanding material factors and links to value ::*Give specific examples of industry vulnerabilities :*For analysts that want to use standards for peer-to-peer comparison of non-financial information ::*Example at sector level, example of industry level..... ::*Headwinds ::*Example at equity level - fundamental value shift ::*Adjustments to DCF :*Focus on factors..... ::*Getting clarity through SASB work - part evidence based, part consensus based :*Can see the impact :*Important to how ratings and rankings are constructed ::*Trying to put kitchen sink in - prove rigor by including all the factors; but they're really obscuring what's important ::*Declaring victory - don't underperform, but this obscures Develop standards that are material and useful for decisions..... Jean was in Boston last week. She participated in an HBS class where SASB was the subject of a case study. Thrilled to be there. MJG suggestion - '''lead with materiality and move into examples and applications''' :*Explain role of SASB as she goes along - we'll find a way to prepare attendees so that she doesn't have to do that kind of introduction; gives more impact to her talk to go right into materiality. Follow-up: *Jean to draft and send paragraph outline *Jean will send contact information for George and co-authors *MJG to connect with Bob Litterman and Bob Eccles on coordination b5anl16yeft404issq4a2v7nwmr7njp 885 884 2024-05-24T04:54:39Z Michael 1 1 revision imported 884 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Call with Jean Rogers for initial session planning '''Agenda''' *Event history and overview *2105 speakers and themes *Research lounge *Her talk Ideas: *George Serafeim - materiality of ESG factors :*First study - showing how you have to correct for materiality :*She would bring it in as a preface :*Was with George and co-authors last week - happy to make connection. :*Get them into the research lounge *Harvard Management Corporation :*Made commitment - using SASB indicators and information to inform investment strategy. Just asked all their outside managers to provide this information. :*Can't develop a strategy without information.... :*[[involved::Jameela Pedicini]] engaged; would be good to have her. *Yale :*Dan Esty - leading effort at Yale....working with endowment on how to address concerns :*1 1/2 days on climate risk....not public conference....invitation-only session with a number of endowments + practitioners. To discuss metrics and information needed to shape investment strategies for endowments..... :*got a report back from their attendee. Foundations and endowments *How about a follow-on to Jean's session with Jameela & Dan talking about implementing this Bruce Kahn at Sustainable Insight Capital Management :*Doing work on this :*MJG - Bruce participated in our SASB webinar *Using factors as a playbook *Have their materiality map - 7 of 10 sectors complete :*Rest by end of year :*Can see where ESG risk is concentrated :*Climate - present in 51 of 57 industries to date :*Investors have to look at different aspects of climate :*'''Can't diversify away or divest from climate risk''' - have to understand and manage it. :*Possible topic for Bob Litterman :*Picture of ESG risk in 7 of 10 sectors. :*Understanding material factors and links to value ::*Give specific examples of industry vulnerabilities :*For analysts that want to use standards for peer-to-peer comparison of non-financial information ::*Example at sector level, example of industry level..... ::*Headwinds ::*Example at equity level - fundamental value shift ::*Adjustments to DCF :*Focus on factors..... ::*Getting clarity through SASB work - part evidence based, part consensus based :*Can see the impact :*Important to how ratings and rankings are constructed ::*Trying to put kitchen sink in - prove rigor by including all the factors; but they're really obscuring what's important ::*Declaring victory - don't underperform, but this obscures Develop standards that are material and useful for decisions..... Jean was in Boston last week. She participated in an HBS class where SASB was the subject of a case study. Thrilled to be there. MJG suggestion - '''lead with materiality and move into examples and applications''' :*Explain role of SASB as she goes along - we'll find a way to prepare attendees so that she doesn't have to do that kind of introduction; gives more impact to her talk to go right into materiality. Follow-up: *Jean to draft and send paragraph outline *Jean will send contact information for George and co-authors *MJG to connect with Bob Litterman and Bob Eccles on coordination b5anl16yeft404issq4a2v7nwmr7njp 0 459 886 2015-07-20T15:23:46Z Greis>Michael 0 886 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Overview Draft == == Overview Notes from 2015-07-14 meeting == Description/Overview *trends and current events in the news and finance related to ESG - climate change, *regulations, reporting requirements, taxes, income, diversity; :*many are not aware that these "headline" issues are ESG issues Demand from clients *more and more client demand *increased sense of urgency from clients concerned about ESG issues *client expectations - institutional RFPs now almost always include ESG Risk *nature of risk is evolving; *the dimensions of risk are expanding *reducing risk to improve reward/risk ratio Generational Issues *Expected largest-ever generational transfer of wealth *Gen X and Millienials care about these issues *They think differently than their baby boomer parents Competitive Dynamic *With more organizations engaging, people want to know what their competition is doing *With increasing competition from passive investments, robo-advisors, professionals are asking *what are you doing for your clients to distinguish yourself and add value? == NYSSA session overview == Sustainability, as measured by environmental, social and governance factors (ESG), is an important component of securities analysis and portfolio management for long-term investment strategies. The research and practice of sustainable investing is becoming more widespread among investment professionals and more in demand by their clients. This daylong conference will explore why analysts, portfolio managers and investors are incorporating sustainability considerations into their research and strategies by highlighting the materiality of corporate sustainability data and connecting it to the stakeholder theory of corporate governance. Further, we will delve into investment strategies that incorporate ESG analysis, to understand how they have been incorporated into investment research and portfolio management, and hear from asset owners who see sustainability issues as being part of their fiduciary duty and decision making. ---- 0rtilwbq7evkjpv3l1479p3cwiekvvj 887 886 2024-05-24T04:54:39Z Michael 1 1 revision imported 886 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Overview Draft == == Overview Notes from 2015-07-14 meeting == Description/Overview *trends and current events in the news and finance related to ESG - climate change, *regulations, reporting requirements, taxes, income, diversity; :*many are not aware that these "headline" issues are ESG issues Demand from clients *more and more client demand *increased sense of urgency from clients concerned about ESG issues *client expectations - institutional RFPs now almost always include ESG Risk *nature of risk is evolving; *the dimensions of risk are expanding *reducing risk to improve reward/risk ratio Generational Issues *Expected largest-ever generational transfer of wealth *Gen X and Millienials care about these issues *They think differently than their baby boomer parents Competitive Dynamic *With more organizations engaging, people want to know what their competition is doing *With increasing competition from passive investments, robo-advisors, professionals are asking *what are you doing for your clients to distinguish yourself and add value? == NYSSA session overview == Sustainability, as measured by environmental, social and governance factors (ESG), is an important component of securities analysis and portfolio management for long-term investment strategies. The research and practice of sustainable investing is becoming more widespread among investment professionals and more in demand by their clients. This daylong conference will explore why analysts, portfolio managers and investors are incorporating sustainability considerations into their research and strategies by highlighting the materiality of corporate sustainability data and connecting it to the stakeholder theory of corporate governance. Further, we will delve into investment strategies that incorporate ESG analysis, to understand how they have been incorporated into investment research and portfolio management, and hear from asset owners who see sustainability issues as being part of their fiduciary duty and decision making. ---- 0rtilwbq7evkjpv3l1479p3cwiekvvj 0 460 888 2015-04-20T22:26:59Z Greis>Michael 0 888 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Goals: *Update on PRI initiatives of interest *Position 2015 SI Seminar *High level speaker from PRI? From an asset owner? *Research Lounge, other participation Participating on the call: *Simone Oyekon *Justin Sloggett - Listed equity and hedge funds *Rob Fernandez *Sonal Mahida *Michael Greis '''PRI Update and ideas''' *Two Fiduciary Duty projects - US project, UNEPFI Freshfields 10 years later :*US project - just had a roundtable a couple of weeks ago. ::*Got great feedback. Challenged their assumptions ::*Asset owners talked about fiduciary duty concerns, messaging ::*Affirmative standpoint - how it is part of fiduciary duty ::*Risk management and performance :*90% having a law firm talking about the ERISA guidance and how SI/RI can be accommodates ::*Did the work for a US pension fund ::*Document and law firm idea will be launched at the end of July on West Coast ::*Pension funds :*Highlights from roundtable - Chatham House rules - will send me that :*Will send document draft when available - May/June ::*Another piece is on the performance angle :*UNEPFI - report 10 years after Freshfields ::*Global perspective ::*Case studies *Research Lounge and PRI Academic Network :*Justin - Talk to team that works with academics for research lounge. Katherine Ng (PRI academic network) *Asset Owner :*Yes, in Europe absolutely ::*Justin can help with this :*Also in US - Harvard, etc. :*Australia & NZ doing things *Specific Suggestions for Asset Owner :*[[referenced::Daniel Ingram]] - BT Pension scheme ::*He and 15 other managers did a report on improving reporting :*Swedish asset owner they work with :*Stephen Kitcy (sp?) - Quebec *PRI Doing a session - Integrating sustainable investment in a hypothetical firm :*Integrating into stockpicking and investment process :*ESG person talks about what they've done, pushback, concerns from risk manager, etc. :*Risk manager talks about same :*How do they respond to the demands of the other participants? :*Experienced people from four different firms :*CEO, Risk Manager, Investment Manager, ESG person :*Beginning of September - will be a one hour session; probably not long enough '''To-do:''' *Send research lounge and agendas to group *Write up description for Justin's panel *Add Daniel Ingram and to speakers' list *Write up fiduciary duty session outline == Call Follow-up == Ideas: *We will add to our planning agenda a panel on fiduciary duty and incorporating sustainable/responsible investing under ERISA guidelines. The panel would include a representative of the law firm who is doing/has done the work for several US pension fund and representatives of one or two funds. You'll provide us more information for planning purposes (not for public distribution) as it becomes available. Once the July west coast event/launch is set, we can formally add the topic to our agenda. :*​Having the perspective of lawyers and pension funds on guidance would be interesting. *Justin will keep us in the loop on his planning for the September PRI panel on integration. The panel will include a senior executive, an investment manager, a risk manager and an ESG leader from different firms who will talk about their experience and the challenges of integration, specifically with respect to how their respective roles interact with each other. We will explore replicating this panel as a session at our event. :*​​Justin's panel idea of a hypothetical firm, with 4 people from 4 different firms. This would address the perspectives of risk managers, fund managers, head of ESG and senior management, and the push back they receive from each other. Michael *​Send write up about last year's research lounge to Sonal, so that she can contact Katherine Ng (PRI Academic Network) about some ideas for this year's research lounge. This will include any ideas for documents or books to be made available. :*Done - I'm attaching the description of the Research Lounge from last year's event for you to forward to Elizabeth at PRI who works with your academic network. Academics are one of our targets for participation in the Research Lounge. We'll provide an updated version later, but the substantive elements won't change much, if at all. Have Elizabeth contact us and I'll put her in touch with the team working on the research lounge. *Send last year's agenda and panel format to Justin. :*Done - I'm attaching the agendas and descriptions from the previous events for your use with potential speakers and participants. Justin *​​Will reach out to European asset owners to speak at the event, perhaps a Swedish asset owner, by the end of April. (Also Steven Kitcy (?sp?), Quebec) *Reach out to Daniel Ingram (BT Pension Scheme) and will send a link on the report Daniel did with 15 others on fund managers and responsible investment. Sonal *​Send any ideas for speakers in the US, Canada, (perhaps New Zealand and Australia) to Michael and Rob. *Send fiduciary duty highlights document to Michael once it is complete, to give an idea of what PRI is working on with regards to fiduciary duty in the U.S. :*Received *Send fiduciary duty document draft in May/June to Michael and Rob, not to be shared externally. 66aeb0quxr2e9kzooakctt8arflyikj 889 888 2024-05-24T04:54:39Z Michael 1 1 revision imported 888 wikitext text/x-wiki {{ProjectSubPage|conversation|}} Goals: *Update on PRI initiatives of interest *Position 2015 SI Seminar *High level speaker from PRI? From an asset owner? *Research Lounge, other participation Participating on the call: *Simone Oyekon *Justin Sloggett - Listed equity and hedge funds *Rob Fernandez *Sonal Mahida *Michael Greis '''PRI Update and ideas''' *Two Fiduciary Duty projects - US project, UNEPFI Freshfields 10 years later :*US project - just had a roundtable a couple of weeks ago. ::*Got great feedback. Challenged their assumptions ::*Asset owners talked about fiduciary duty concerns, messaging ::*Affirmative standpoint - how it is part of fiduciary duty ::*Risk management and performance :*90% having a law firm talking about the ERISA guidance and how SI/RI can be accommodates ::*Did the work for a US pension fund ::*Document and law firm idea will be launched at the end of July on West Coast ::*Pension funds :*Highlights from roundtable - Chatham House rules - will send me that :*Will send document draft when available - May/June ::*Another piece is on the performance angle :*UNEPFI - report 10 years after Freshfields ::*Global perspective ::*Case studies *Research Lounge and PRI Academic Network :*Justin - Talk to team that works with academics for research lounge. Katherine Ng (PRI academic network) *Asset Owner :*Yes, in Europe absolutely ::*Justin can help with this :*Also in US - Harvard, etc. :*Australia & NZ doing things *Specific Suggestions for Asset Owner :*[[referenced::Daniel Ingram]] - BT Pension scheme ::*He and 15 other managers did a report on improving reporting :*Swedish asset owner they work with :*Stephen Kitcy (sp?) - Quebec *PRI Doing a session - Integrating sustainable investment in a hypothetical firm :*Integrating into stockpicking and investment process :*ESG person talks about what they've done, pushback, concerns from risk manager, etc. :*Risk manager talks about same :*How do they respond to the demands of the other participants? :*Experienced people from four different firms :*CEO, Risk Manager, Investment Manager, ESG person :*Beginning of September - will be a one hour session; probably not long enough '''To-do:''' *Send research lounge and agendas to group *Write up description for Justin's panel *Add Daniel Ingram and to speakers' list *Write up fiduciary duty session outline == Call Follow-up == Ideas: *We will add to our planning agenda a panel on fiduciary duty and incorporating sustainable/responsible investing under ERISA guidelines. The panel would include a representative of the law firm who is doing/has done the work for several US pension fund and representatives of one or two funds. You'll provide us more information for planning purposes (not for public distribution) as it becomes available. Once the July west coast event/launch is set, we can formally add the topic to our agenda. :*​Having the perspective of lawyers and pension funds on guidance would be interesting. *Justin will keep us in the loop on his planning for the September PRI panel on integration. The panel will include a senior executive, an investment manager, a risk manager and an ESG leader from different firms who will talk about their experience and the challenges of integration, specifically with respect to how their respective roles interact with each other. We will explore replicating this panel as a session at our event. :*​​Justin's panel idea of a hypothetical firm, with 4 people from 4 different firms. This would address the perspectives of risk managers, fund managers, head of ESG and senior management, and the push back they receive from each other. Michael *​Send write up about last year's research lounge to Sonal, so that she can contact Katherine Ng (PRI Academic Network) about some ideas for this year's research lounge. This will include any ideas for documents or books to be made available. :*Done - I'm attaching the description of the Research Lounge from last year's event for you to forward to Elizabeth at PRI who works with your academic network. Academics are one of our targets for participation in the Research Lounge. We'll provide an updated version later, but the substantive elements won't change much, if at all. Have Elizabeth contact us and I'll put her in touch with the team working on the research lounge. *Send last year's agenda and panel format to Justin. :*Done - I'm attaching the agendas and descriptions from the previous events for your use with potential speakers and participants. Justin *​​Will reach out to European asset owners to speak at the event, perhaps a Swedish asset owner, by the end of April. (Also Steven Kitcy (?sp?), Quebec) *Reach out to Daniel Ingram (BT Pension Scheme) and will send a link on the report Daniel did with 15 others on fund managers and responsible investment. Sonal *​Send any ideas for speakers in the US, Canada, (perhaps New Zealand and Australia) to Michael and Rob. *Send fiduciary duty highlights document to Michael once it is complete, to give an idea of what PRI is working on with regards to fiduciary duty in the U.S. :*Received *Send fiduciary duty document draft in May/June to Michael and Rob, not to be shared externally. 66aeb0quxr2e9kzooakctt8arflyikj 0 461 890 2015-09-22T15:05:51Z Greis>Michael 0 890 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Description == Investment managers are increasingly faced with the challenge of incorporating climate change into their portfolios and offerings. Clients are asking them to respond to issues such as divestment, stranded assets, the transition to a low-carbon economy, resource scarcity and reducing exposure to climate change-driven economic dislocation. The panelists will discuss the different ways they have addressed the challenge in their portfolios, and what the impact has been on their performance and their business. '''Incorporating Climate Change into Portfolio Management & Construction''' - Managers and analysts are increasingly moving beyond the question of whether they should incorporate the risks and opportunities of climate change into their portfolios to how. This discussion of climate change impacts will focus not on '''why''' but on '''how''' asset managers incorporate the risks and opportunities of climate change into their portfolios. The first step is often reducing exposure to fossil fuels. (replacing assets). The next step should be to look at the rest of the portfolio, which is often ignored in the focus on the energy sector. Having made ahat decision to reduce exposure to fossil fuels, how does the manager choose to replace assets removed from their portfolio? == Meeting 2015-09-21 == Cheryl leaving for west coast trip later today. *Plan follow-up meeting for Friday 10-09 (the day that week she will be in Boston) *Send Cheryl a short overview of our session intent for her to use with the potential panelists she needs to contact. Sorry to miss BASIC session - she, Matt (and Randy?) all heading to SF this week. '''Content''': *Focus on other industries and sectors; balance of portfolio *That said, audience will want to hear thinking about what replaces fossil fuels that come out :*'''Replacing factor risk''' if focus is matching/hugging the benchmark :*'''Stock picking''' if bottom up; :*'''Problem focused''' - replacements should address original problem (climate change) - EE, renewables '''Consultant''' *'''Mary Jane McQullen''' - Clearbridge (NY) :*Cheryl to follow-up *Mercer :*Reviewed Bob Litterman's assessment of Mercer report :*Don't want to pursue them for the panel itself :*Research lounge '''Analyst''' *'''Eva Zlotnicka''' - now at DB (NY) :*Cheryl following up :*Worked for Erika Karp at UBS? *BCAM :*(From Alex J.) Don't think BCAM fits - they separate the analysis *Zevin :*Cheryl will talk with Sonia Kowal Cheryl *Getting ready for trip - have to put together economic forecast for west coast clients *Can you get me 10 more hours? :*Sure - hire me! == Meeting 2015-09-10 == Agenda: *Confirm Structure - Yes :*Consultant, Analyst, PM *Framing :*Sectors (per previous meeting); active/passive, Indexes, benchmarks? *Panelists *Other :*Research Lounge :*Sponsorship, paper contest *Take 15 === Framing === *Sectors - Yes :*"Everything but energy" :*Beyond clean teach Other ideas: *Compensate for the removal of fossil fuels... *Mitigation and Adaptation lenses - (green bonds) === Panelists === '''Consultant''' *Mercer - send Cheryl report :*Laura K visited Trillium earlier this week; enthusiastic, but not in-depth :*Cheryl has sense this was about appealing to/attracting clients... NB: Looked at report afterward and sent to Cheryl. Much more in-depth and portfolio-focused than anticipated. See 2015-09-10 pm note *Alice De( ) - Prime Buchholz :*Are they now seriously engaged? Weren't when I talked with them, mostly driven by younger employee interest :*Cheryl - have been reaching to to/through Intentional Endowment Network ::*NB: '''Should we reach out to them? What do we want consultant to communicate? *We select and set the tone so we get what we want, not what someone's welling *What are their clients asking for? *What are their consultants saying? *Cambridge Associates :*Research group seems now to be getting serious :*Cheryl will ask Paul Hilton to find out '''Analyst''' *Julie Gorte from PAX - but she's ESG; we probably want to aim for a "financial" analyst to speak more directly to the target audience Sector Focus - who has been doing it? Want someone from a firm that has been integrating ESG for a while. That lets out many of the biggest firms Sectors - Industrials? Consumer Staples :*Sector with many and more apparent connections to climate change :*"Surprising" sector (e.g. health care) is interesting, but impact may be too limited or focused to communicate the bigger message (all sectors are affected). Someone with a traditional background and experience... *Cornerstone Capital - Eva (?) :*Erica has hired mostly from traditional firms, including obviously UBS :*Cheryl will look through journal *Ask Jack Robinson (Cheryl) *BCAM, Walden? '''Other angles, ideas for research lounge''' *Glassdoor.com - just-issued report on CEO/employee pay ratios for S&P 500 :*definitely interesting....probably more relevant for the governance session *Factor tilts in the S&P 500 :*Many investors have a large exposure to S&P 500 :*Has anyone looked at the positioning for climate change for the firms within industries? ::*Interesting research project :*Are the S&P Companies in a given sector leaders or laggards? Might you compensate elsewhere in your portfolio? '''Portfolio Manager''' *Since want Cheryl to be active participant, want PM with a different perspective :*More challenging *How about a passive or quant manager? *US SIF? *Ask Jack Robinson *Ken Scott, Walden (small cap, another way of considering multiple sectors) :*Cheryl to talk with Ken; lay out what we need; since he can't come, can one of his colleagues do what we need? Other suggestions? *Chris McKnett - Michael to follow up *Mary Jane McKorn - Clearbridge (NY) :*was on US SIF Board with Cheryl :*Good potential candidate '''Other''' *Ideas for research lounge :*Mercer report if not on panel :*Cheryl thought were set as sponsor? Jeremy to check :*Think about Take 15 - Can look at panelists when select them, but what about Cheryl? Misc. notes: *Jeremy - flat tire; son to day care; bus from Waltham, car discussion - loves his Subaru *Cheryl - car discussion, splitting the difference between her small car and husband's 4-runner :*Driving in blizzard on I70 (10+ years ago); taught husband to drive (he grew up in Philly. Was teaching at Univ. of Denver; returned to KC for visit. == Meeting 2015-07-15 == == Notes 2015-05-29 == '''Possible Titles:''' *Portfolio Construction and Management for Climate Change *Responding to Climate Change in Portfolio Construction and Management *Incorporating Climate Change into Portfolio Construction and Management '''Possible questions/topics:''' :*What will be removed from the portfolio? - a handful of companies (bad actors), an specific industry segment (e.g., coal) or the larger industry (all fossil fuels)? What is the rationale for the choice? :*What about the demand side (autos, airlines)? :*Climate change is a systemic challenge - how broadly do you consider impacts? What does the rest of the portfolio contribute to the the problem? :*Are replacements chosen purely by performance metrics like volatility, correlation and tracking error to mimic what was removed, without regard to industry or climate change impact? :*Or should replacements be part of the solution? If so, what is the risk/return tradeoff (e.g. investing in energy efficiency or investing in emerging technologies)? *how does the rest of portfolio look? :*To many investors, that response begins with the removal of a handful of companies to an entire industry *Are replacements chosen purely by performance metrics like volatility, correlation and tracking error? *Should replacements make a positive impact? :*If so, (energy efficiency, clean tech? *Are they selected from mimic volatility 78w3zfjbd2nffqm084fetby9aaywwer 891 890 2024-05-24T04:54:39Z Michael 1 1 revision imported 890 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Description == Investment managers are increasingly faced with the challenge of incorporating climate change into their portfolios and offerings. Clients are asking them to respond to issues such as divestment, stranded assets, the transition to a low-carbon economy, resource scarcity and reducing exposure to climate change-driven economic dislocation. The panelists will discuss the different ways they have addressed the challenge in their portfolios, and what the impact has been on their performance and their business. '''Incorporating Climate Change into Portfolio Management & Construction''' - Managers and analysts are increasingly moving beyond the question of whether they should incorporate the risks and opportunities of climate change into their portfolios to how. This discussion of climate change impacts will focus not on '''why''' but on '''how''' asset managers incorporate the risks and opportunities of climate change into their portfolios. The first step is often reducing exposure to fossil fuels. (replacing assets). The next step should be to look at the rest of the portfolio, which is often ignored in the focus on the energy sector. Having made ahat decision to reduce exposure to fossil fuels, how does the manager choose to replace assets removed from their portfolio? == Meeting 2015-09-21 == Cheryl leaving for west coast trip later today. *Plan follow-up meeting for Friday 10-09 (the day that week she will be in Boston) *Send Cheryl a short overview of our session intent for her to use with the potential panelists she needs to contact. Sorry to miss BASIC session - she, Matt (and Randy?) all heading to SF this week. '''Content''': *Focus on other industries and sectors; balance of portfolio *That said, audience will want to hear thinking about what replaces fossil fuels that come out :*'''Replacing factor risk''' if focus is matching/hugging the benchmark :*'''Stock picking''' if bottom up; :*'''Problem focused''' - replacements should address original problem (climate change) - EE, renewables '''Consultant''' *'''Mary Jane McQullen''' - Clearbridge (NY) :*Cheryl to follow-up *Mercer :*Reviewed Bob Litterman's assessment of Mercer report :*Don't want to pursue them for the panel itself :*Research lounge '''Analyst''' *'''Eva Zlotnicka''' - now at DB (NY) :*Cheryl following up :*Worked for Erika Karp at UBS? *BCAM :*(From Alex J.) Don't think BCAM fits - they separate the analysis *Zevin :*Cheryl will talk with Sonia Kowal Cheryl *Getting ready for trip - have to put together economic forecast for west coast clients *Can you get me 10 more hours? :*Sure - hire me! == Meeting 2015-09-10 == Agenda: *Confirm Structure - Yes :*Consultant, Analyst, PM *Framing :*Sectors (per previous meeting); active/passive, Indexes, benchmarks? *Panelists *Other :*Research Lounge :*Sponsorship, paper contest *Take 15 === Framing === *Sectors - Yes :*"Everything but energy" :*Beyond clean teach Other ideas: *Compensate for the removal of fossil fuels... *Mitigation and Adaptation lenses - (green bonds) === Panelists === '''Consultant''' *Mercer - send Cheryl report :*Laura K visited Trillium earlier this week; enthusiastic, but not in-depth :*Cheryl has sense this was about appealing to/attracting clients... NB: Looked at report afterward and sent to Cheryl. Much more in-depth and portfolio-focused than anticipated. See 2015-09-10 pm note *Alice De( ) - Prime Buchholz :*Are they now seriously engaged? Weren't when I talked with them, mostly driven by younger employee interest :*Cheryl - have been reaching to to/through Intentional Endowment Network ::*NB: '''Should we reach out to them? What do we want consultant to communicate? *We select and set the tone so we get what we want, not what someone's welling *What are their clients asking for? *What are their consultants saying? *Cambridge Associates :*Research group seems now to be getting serious :*Cheryl will ask Paul Hilton to find out '''Analyst''' *Julie Gorte from PAX - but she's ESG; we probably want to aim for a "financial" analyst to speak more directly to the target audience Sector Focus - who has been doing it? Want someone from a firm that has been integrating ESG for a while. That lets out many of the biggest firms Sectors - Industrials? Consumer Staples :*Sector with many and more apparent connections to climate change :*"Surprising" sector (e.g. health care) is interesting, but impact may be too limited or focused to communicate the bigger message (all sectors are affected). Someone with a traditional background and experience... *Cornerstone Capital - Eva (?) :*Erica has hired mostly from traditional firms, including obviously UBS :*Cheryl will look through journal *Ask Jack Robinson (Cheryl) *BCAM, Walden? '''Other angles, ideas for research lounge''' *Glassdoor.com - just-issued report on CEO/employee pay ratios for S&P 500 :*definitely interesting....probably more relevant for the governance session *Factor tilts in the S&P 500 :*Many investors have a large exposure to S&P 500 :*Has anyone looked at the positioning for climate change for the firms within industries? ::*Interesting research project :*Are the S&P Companies in a given sector leaders or laggards? Might you compensate elsewhere in your portfolio? '''Portfolio Manager''' *Since want Cheryl to be active participant, want PM with a different perspective :*More challenging *How about a passive or quant manager? *US SIF? *Ask Jack Robinson *Ken Scott, Walden (small cap, another way of considering multiple sectors) :*Cheryl to talk with Ken; lay out what we need; since he can't come, can one of his colleagues do what we need? Other suggestions? *Chris McKnett - Michael to follow up *Mary Jane McKorn - Clearbridge (NY) :*was on US SIF Board with Cheryl :*Good potential candidate '''Other''' *Ideas for research lounge :*Mercer report if not on panel :*Cheryl thought were set as sponsor? Jeremy to check :*Think about Take 15 - Can look at panelists when select them, but what about Cheryl? Misc. notes: *Jeremy - flat tire; son to day care; bus from Waltham, car discussion - loves his Subaru *Cheryl - car discussion, splitting the difference between her small car and husband's 4-runner :*Driving in blizzard on I70 (10+ years ago); taught husband to drive (he grew up in Philly. Was teaching at Univ. of Denver; returned to KC for visit. == Meeting 2015-07-15 == == Notes 2015-05-29 == '''Possible Titles:''' *Portfolio Construction and Management for Climate Change *Responding to Climate Change in Portfolio Construction and Management *Incorporating Climate Change into Portfolio Construction and Management '''Possible questions/topics:''' :*What will be removed from the portfolio? - a handful of companies (bad actors), an specific industry segment (e.g., coal) or the larger industry (all fossil fuels)? What is the rationale for the choice? :*What about the demand side (autos, airlines)? :*Climate change is a systemic challenge - how broadly do you consider impacts? What does the rest of the portfolio contribute to the the problem? :*Are replacements chosen purely by performance metrics like volatility, correlation and tracking error to mimic what was removed, without regard to industry or climate change impact? :*Or should replacements be part of the solution? If so, what is the risk/return tradeoff (e.g. investing in energy efficiency or investing in emerging technologies)? *how does the rest of portfolio look? :*To many investors, that response begins with the removal of a handful of companies to an entire industry *Are replacements chosen purely by performance metrics like volatility, correlation and tracking error? *Should replacements make a positive impact? :*If so, (energy efficiency, clean tech? *Are they selected from mimic volatility 78w3zfjbd2nffqm084fetby9aaywwer 0 462 892 2015-11-17T16:52:30Z Greis>Michael 0 892 wikitext text/x-wiki == Projected Timeline == *{{color||2015-11-19}} - Announce paper competition at 2015 Sustainable Investing seminar *{{color||2015-12-01}} - Target date for selecting Reading Committee *{{color||2016-02-28}} - Deadline for Paper Submissions *{{color||2016-03-01 - 2016-03-30}} - Reading Committee reviews papers *{{color||2016-03-31}} - Winning paper announced *{{color||2016, May}} - BSAS Lunch event for winning author == Judges == Possible panel: *Steve Lydenberg, Chair *David Richardson, IMPAX *BSAS Board appointee *CFA Institute representative *Bob Litterman *Amy Domini == Call for Papers == azgb45senwn0tmsky11ue7cwzy5umy3 893 892 2024-05-24T04:54:39Z Michael 1 1 revision imported 892 wikitext text/x-wiki == Projected Timeline == *{{color||2015-11-19}} - Announce paper competition at 2015 Sustainable Investing seminar *{{color||2015-12-01}} - Target date for selecting Reading Committee *{{color||2016-02-28}} - Deadline for Paper Submissions *{{color||2016-03-01 - 2016-03-30}} - Reading Committee reviews papers *{{color||2016-03-31}} - Winning paper announced *{{color||2016, May}} - BSAS Lunch event for winning author == Judges == Possible panel: *Steve Lydenberg, Chair *David Richardson, IMPAX *BSAS Board appointee *CFA Institute representative *Bob Litterman *Amy Domini == Call for Papers == azgb45senwn0tmsky11ue7cwzy5umy3 0 463 894 2016-06-26T21:17:03Z Greis>Michael 0 Created page with "{{ProjectSubPage|project work|}} Paper contest not approved by BSAS Board. Notes from preparations. TOPICS: (practical/relevant/actionable) insights *Papers should target..." 894 wikitext text/x-wiki {{ProjectSubPage|project work|}} Paper contest not approved by BSAS Board. Notes from preparations. TOPICS: (practical/relevant/actionable) insights *Papers should target practicing investment management professionals *Advance the practical understanding of sustainable investing *Implement sustainable investing in their practice *Provide practical insights/results/guidance I wrestled with providing greater specificity (as a proxy for rigor), but both the Moskowitz prize and the FAJ provide about this level of guidance. 3y89cc6xkt2p2nzsor111phnrcphyct 895 894 2024-05-24T04:54:39Z Michael 1 1 revision imported 894 wikitext text/x-wiki {{ProjectSubPage|project work|}} Paper contest not approved by BSAS Board. Notes from preparations. TOPICS: (practical/relevant/actionable) insights *Papers should target practicing investment management professionals *Advance the practical understanding of sustainable investing *Implement sustainable investing in their practice *Provide practical insights/results/guidance I wrestled with providing greater specificity (as a proxy for rigor), but both the Moskowitz prize and the FAJ provide about this level of guidance. 3y89cc6xkt2p2nzsor111phnrcphyct 0 464 896 2015-11-06T16:52:49Z Greis>Michael 0 896 wikitext text/x-wiki {{ProjectSubPage|project work|}} Practice Analysis session scheduled for the afternoon of {{color||2015-11-18}}, the day before the seminar. We are identifying candidates to participate (8-10 total). The seminar team was given the first opportunity to volunteer. Confirmed: *Jeremy Cote, CFA, Trillium Asset Management, jcote@trilliuminvest.com *Noel Friedman, CFA, MSCI, noel.friedman@msci.com *Laura Kunkenmuller, Mercer Investments, lkunkemueller@gmail.com (via Shirley Mills) *Vitaly Veksler, CFA, Beyond Borders Investment Strategies, vitaly_veksler@yahoo.com *Andreas Feiner, Head of Values Based Research and Advisory, Arabesque Andreas.feiner@arabesque.com *Lisa Hayes, Business Development, Boston Common Asset Management, lhayes@bostoncommonasset.com Waiting on Responses From: *Emery Trahan, CFA, Northeastern University *SSgA - Chris McKnett :*He can't, but has several possible candidates. Asked him to have them send me their information by early next week (~Wednesday 11/11) *Prime Buchholz - Greg DeSisto *Loring Walcott - Amy Domini *Moody, Lynn, Lyerson - Bill Krause Sitting in: *MJG *Stephanie Other suggestions: *Brenden LeBlanc, E&Y *Noelle Laing, Senior Investment Director, Cambridge Associates '''Participants/Invitations''' *Jeremy Cote *Noel Friedman *Vitaly *Lisa Hayles *Lauren Kuchenmuller (Shirley Mills/TBC) :*Consultant with Mercer *Tim Youmans *Alex Lamb *Emery Trahan *LWCo *State Street I will sit in; Stephanie may as well. Call on {{color||2015-10-16}} Two rooms at Metro Meeting Center *One for Practice Analysis *One for interviews on 18th - participants in practice analysis session. Interviews on the 19th will be at the Westin Waterfront ar0wocnasgkl0r8f3egg6qswawyqwrj 897 896 2024-05-24T04:54:40Z Michael 1 1 revision imported 896 wikitext text/x-wiki {{ProjectSubPage|project work|}} Practice Analysis session scheduled for the afternoon of {{color||2015-11-18}}, the day before the seminar. We are identifying candidates to participate (8-10 total). The seminar team was given the first opportunity to volunteer. Confirmed: *Jeremy Cote, CFA, Trillium Asset Management, jcote@trilliuminvest.com *Noel Friedman, CFA, MSCI, noel.friedman@msci.com *Laura Kunkenmuller, Mercer Investments, lkunkemueller@gmail.com (via Shirley Mills) *Vitaly Veksler, CFA, Beyond Borders Investment Strategies, vitaly_veksler@yahoo.com *Andreas Feiner, Head of Values Based Research and Advisory, Arabesque Andreas.feiner@arabesque.com *Lisa Hayes, Business Development, Boston Common Asset Management, lhayes@bostoncommonasset.com Waiting on Responses From: *Emery Trahan, CFA, Northeastern University *SSgA - Chris McKnett :*He can't, but has several possible candidates. Asked him to have them send me their information by early next week (~Wednesday 11/11) *Prime Buchholz - Greg DeSisto *Loring Walcott - Amy Domini *Moody, Lynn, Lyerson - Bill Krause Sitting in: *MJG *Stephanie Other suggestions: *Brenden LeBlanc, E&Y *Noelle Laing, Senior Investment Director, Cambridge Associates '''Participants/Invitations''' *Jeremy Cote *Noel Friedman *Vitaly *Lisa Hayles *Lauren Kuchenmuller (Shirley Mills/TBC) :*Consultant with Mercer *Tim Youmans *Alex Lamb *Emery Trahan *LWCo *State Street I will sit in; Stephanie may as well. Call on {{color||2015-10-16}} Two rooms at Metro Meeting Center *One for Practice Analysis *One for interviews on 18th - participants in practice analysis session. Interviews on the 19th will be at the Westin Waterfront ar0wocnasgkl0r8f3egg6qswawyqwrj 0 465 898 2015-08-03T15:57:11Z Greis>Michael 0 Created page with "{{ProjectSubPage|project work|}} *Eccles/Serafeim paper - :*[http://www.hbs.edu/faculty/Pages/profile.aspx?facId=760412 Mo Khan], HBS co-author 617 496-1734 :per Jean Rogers" 898 wikitext text/x-wiki {{ProjectSubPage|project work|}} *Eccles/Serafeim paper - :*[http://www.hbs.edu/faculty/Pages/profile.aspx?facId=760412 Mo Khan], HBS co-author 617 496-1734 :per Jean Rogers dek3k7ao44i4xm34pcb002ic9bs50ka 899 898 2024-05-24T04:54:40Z Michael 1 1 revision imported 898 wikitext text/x-wiki {{ProjectSubPage|project work|}} *Eccles/Serafeim paper - :*[http://www.hbs.edu/faculty/Pages/profile.aspx?facId=760412 Mo Khan], HBS co-author 617 496-1734 :per Jean Rogers dek3k7ao44i4xm34pcb002ic9bs50ka 0 466 900 2015-08-20T16:56:17Z Greis>Michael 0 900 wikitext text/x-wiki {{ProjectSubPage||}} *[http://blogs.cfainstitute.org/marketintegrity/2015/08/17/cfa-institute-survey-how-do-esg-issues-factor-into-investment-decisions/ Matt Orsagh post] on CFA Institute survey results of how ESG issues factor into investment decisions. *'''[https://docs.google.com/forms/d/1Kk6uCfFdsxU4frdglA-tMKDKQoGYrNyc9GRTj7gSbtc/viewform Sponsorship form] *'''Mo Khan''' 617 496-1734 - HBS [http://www.hbs.edu/faculty/Pages/profile.aspx?facId=760412 faculty page] :*Contact provided by Jean Rogers *Support for a two-person conversation over a single presenter, from Second City - ''“Co-creation” – “Dialogues push stories further than monologues.”'' :*Of course, too many people cause confusion on a panel, but perhaps not in improv... *Support for my approach to panels from Second City - ''"Follow the Follower - Any ensemble member can become the leader for however long the team needs “his or her expertise.” Leadership rotates to put someone with the needed skills in charge. “Shifting status” among team members is an art, not a science."'' Other events and agendas: *Chris Skroupa's {{color||2015-06-19}} [http://skytopstrategies.com/esg-company-performance/ ESG Summit] in NYC. :*Agenda in library *NYSSA June SI event :*Agenda in library *[http://www.sriconference.com/agenda/2015-conference-agenda.html?utm_source=All+SFDC+-+SRI+Conference&utm_campaign=a64dc6190a-Preliminary_2015_Agenda_6_26_2015&utm_medium=email&utm_term=0_d1a04bef0d-a64dc6190a-101890933 SRI Conference] - November 3-5 df2onbt964pixmeufaqvbdz1pcd1j8d 901 900 2024-05-24T04:54:40Z Michael 1 1 revision imported 900 wikitext text/x-wiki {{ProjectSubPage||}} *[http://blogs.cfainstitute.org/marketintegrity/2015/08/17/cfa-institute-survey-how-do-esg-issues-factor-into-investment-decisions/ Matt Orsagh post] on CFA Institute survey results of how ESG issues factor into investment decisions. *'''[https://docs.google.com/forms/d/1Kk6uCfFdsxU4frdglA-tMKDKQoGYrNyc9GRTj7gSbtc/viewform Sponsorship form] *'''Mo Khan''' 617 496-1734 - HBS [http://www.hbs.edu/faculty/Pages/profile.aspx?facId=760412 faculty page] :*Contact provided by Jean Rogers *Support for a two-person conversation over a single presenter, from Second City - ''“Co-creation” – “Dialogues push stories further than monologues.”'' :*Of course, too many people cause confusion on a panel, but perhaps not in improv... *Support for my approach to panels from Second City - ''"Follow the Follower - Any ensemble member can become the leader for however long the team needs “his or her expertise.” Leadership rotates to put someone with the needed skills in charge. “Shifting status” among team members is an art, not a science."'' Other events and agendas: *Chris Skroupa's {{color||2015-06-19}} [http://skytopstrategies.com/esg-company-performance/ ESG Summit] in NYC. :*Agenda in library *NYSSA June SI event :*Agenda in library *[http://www.sriconference.com/agenda/2015-conference-agenda.html?utm_source=All+SFDC+-+SRI+Conference&utm_campaign=a64dc6190a-Preliminary_2015_Agenda_6_26_2015&utm_medium=email&utm_term=0_d1a04bef0d-a64dc6190a-101890933 SRI Conference] - November 3-5 df2onbt964pixmeufaqvbdz1pcd1j8d 0 467 902 2015-11-16T16:30:18Z Greis>Michael 0 902 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Status == == Notes == === Prep call 2015-11-16 === Daniel meets with Christina and colleagues on emerging market debt and (debt) *Share a panel as a client, and aligned in terms of the relationship *What others want to hear more about: :*taken for granted the motivation, mission, etc. that BT pension has (can allude to it) :*what are the levers I, as an owner with 100% outsourced assets, can pull? :*Key is the relationship with asset managers - developing that holistically :*Behind some, but ahead of others :*Haven't gone done the paths or Nordics, Dutch, with exclusions Three paths: *Articulating our goals and reasons to our asset managers :*May seem obvious, but there are so many different requests/demands - exclusions, tilt, increased activism? :*How can we better articulate our expectations? :*Guide on responsible investing reporting in public market equity? That's the asset class we've made the most progress with - stewardship, post-ownership *More blunt instruments - IMA (Investment Management Agreement); reduce to legalese, but by the time you get to the point of signing, have missed the opportunity to develop relationship *Investment Decision Makers - portfolio managers, but also the idea generators - the analysts, SI professionals, :*Getting to know them - build relationships. Try to understand roles each of them play in the relationship ::*Long-only public equity mandate - sector analysts have "power" putting forward investment ideas. Daniel wants to understand how the analysts are incorporating/categorizing the ESG risk/opportunity into their anlaysis of the security. How, if they are doing it, do they incorporate it into valuation? :*Analysts have power - how do the PM's act on ESG information - buy less, buy slowly, wait until governance team has engaged? :*Interested in flow of information and responsibility for ESG in the decision making process *Accountability :*Blunt instrument for assessing manager - performance ::*Tracking over longer period than get credit for....risk-adjusted return, alpha :*More subtlety for them - "post-investment monitoring" - discussions, follow-up, etc. :*Information asymmetry along investment chain - owners see the least information on ESG of anyone in the chain. How do we hold managers accountable? :*How do we get the managers to share information on how things have gone in regard to ESG? :*Comfortable that managers will be taking ESG risks - but we want them to have a "grown-up" conversation with them on how it went? '''Tim McCarthy''' - happy to take it any direction *Expectations :*For a global asset manager, have so many demands. :*Harder to accomplish if it's rules-based :*Should be around expectations and approach..... :*Growth that Wellington sees - we're hiring you for your investment expertise. How are you integrating and considering these issues in your portfolio selection? Daniel - spoke mostly to European managers in creating the guide. :*Do you (Tim) sometimes get frustrated with a lack of clarity from clients? *How he thinks about it (simplistically) :*Slice of clients for whom this is not a question :*Segment - probably the largest - want ESG factors incorporated into the decision-making process ::*Wide variation - in expectations based on where they are geographically and otherwise :*Further out - theme (e.g. water) :*Screen :*Impact Investing (more in private markets) *Biggest opportunity, but ESG is the hardest to define :*Hope that in five years, is further along :*Having started down this path in 2010....amazing how this conversation has evolved Daniel to trustees - while this ESG integration route is harder to explain, it's more effective in the long run; gives flexibility to the manager Tim - success of this event is a testament :*In 10 years, maybe, '''this is a core part of the investment management industry, not a carve-out''' ::*MJG - spot on to our message ::*Tim - spot on - you integrate it into everyday life; part of the thought process for all the teams. You will still need dedicated ESG skills, just like you need energy or health care expertise. :*What is the process to pursue this goal? Daniel - great way to look at it....we aren't blind to what's in the portfolio, can challenge and ask questions, but not trying to second guess their decisions. :*Occasionally, from risk management perspective, do have to delve into specific securities or issues? Coming to point two....wants to see that all this work and process has "permeated the PM's thinking". Daniel - starts to get nervous when managers depend too much on outside ratings. :*"This security is good because Sustainalytics says so" - they wouldn't do that with any other piece of financial information Tim :*Want the conversation to include these issues - like any other - e.g. Quantitative :*Information overload has reached the highest point ever ::*How do you work with the ESG information into the workflow? *How do you take all that information and funnel it down to the key points he/she needs to make the decisions? Daniel - flags, dashboards....utilize and harness richness of data/information. Only just emerging in ESG space. Still don't have the back history we have with other data. E&S quite new, depends on quality of corporate reporting. Daniel - let's not forgot about client relationships teams, new products (like impact) *We do expect client relationship teams to take some of workload....don't go to PM for specific questions like "how did you vote on this". Has to be sensitive to that.... Tim - direction of impact of ESG factors on decision making process is clear; pace may vary :*Some analysts & PMs may be incorporating these issues without specifically labeling them as "ESG". Accountability/Reporting *Trustees are responsible for delivering a safe, secure retirement pension *View these issues as relevant and impactful *Trustees should not be in the position of evaluating whether a specific PM is meeting its return or ESG goals :*They should be turning to a consultant or, in Daniel's case, their in-house manager *Must get to point where there is some accountability, "authenticity" in their approach to responsible investment :*Looking through the words ("we signed PRI") to the substance beyond :*MSCI/Barra, etc. :*Not just on responsible investment :*Large pension funds engaging more.... *Emissions in one part of their portfolio can affect another :*Need to look across their portfolio in terms of ESG risks *What are the expectations on clients themselves? How will that play out on the asset manager side of relationship? :*Tim - validation. He tends to think more strategically....sure, they can implement a screen, but that's not necessarily what most are really going to want. :*Looking at these issues/risks, are these things being incorporated it your thinking and decisions? :*When say accountability, going to get the five questions everyone should answer...that's not scalable :*You can validate an approach.... Daniel - maybe this is more alignment than accountability? *Manager is setting his time horizon at length commensurate with what investor is using? :*Best managers - yes, will do quarterly meeting, but they don't weigh that significantly against the overall relationship. :*They won't come out of a portfolio meeting saying "their down 200pbs in == Description == '''Asset Owner Conversation''' *Asset Owners engaged in sustainable investing balance multiple mandates. :*How do they select and most effectively work with asset managers to meet their sustainable investment mandates along with their more traditional risk and return targets? :*What kind of communications and information do asset owners need from their asset managers to determine whether the manager is effectively meeting their sustainable investing requirements? :*How can the asset owners most effectively work with asset managers? == Background == maghl9ggidvz011qux1qfada14ymdzb 903 902 2024-05-24T04:54:40Z Michael 1 1 revision imported 902 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Status == == Notes == === Prep call 2015-11-16 === Daniel meets with Christina and colleagues on emerging market debt and (debt) *Share a panel as a client, and aligned in terms of the relationship *What others want to hear more about: :*taken for granted the motivation, mission, etc. that BT pension has (can allude to it) :*what are the levers I, as an owner with 100% outsourced assets, can pull? :*Key is the relationship with asset managers - developing that holistically :*Behind some, but ahead of others :*Haven't gone done the paths or Nordics, Dutch, with exclusions Three paths: *Articulating our goals and reasons to our asset managers :*May seem obvious, but there are so many different requests/demands - exclusions, tilt, increased activism? :*How can we better articulate our expectations? :*Guide on responsible investing reporting in public market equity? That's the asset class we've made the most progress with - stewardship, post-ownership *More blunt instruments - IMA (Investment Management Agreement); reduce to legalese, but by the time you get to the point of signing, have missed the opportunity to develop relationship *Investment Decision Makers - portfolio managers, but also the idea generators - the analysts, SI professionals, :*Getting to know them - build relationships. Try to understand roles each of them play in the relationship ::*Long-only public equity mandate - sector analysts have "power" putting forward investment ideas. Daniel wants to understand how the analysts are incorporating/categorizing the ESG risk/opportunity into their anlaysis of the security. How, if they are doing it, do they incorporate it into valuation? :*Analysts have power - how do the PM's act on ESG information - buy less, buy slowly, wait until governance team has engaged? :*Interested in flow of information and responsibility for ESG in the decision making process *Accountability :*Blunt instrument for assessing manager - performance ::*Tracking over longer period than get credit for....risk-adjusted return, alpha :*More subtlety for them - "post-investment monitoring" - discussions, follow-up, etc. :*Information asymmetry along investment chain - owners see the least information on ESG of anyone in the chain. How do we hold managers accountable? :*How do we get the managers to share information on how things have gone in regard to ESG? :*Comfortable that managers will be taking ESG risks - but we want them to have a "grown-up" conversation with them on how it went? '''Tim McCarthy''' - happy to take it any direction *Expectations :*For a global asset manager, have so many demands. :*Harder to accomplish if it's rules-based :*Should be around expectations and approach..... :*Growth that Wellington sees - we're hiring you for your investment expertise. How are you integrating and considering these issues in your portfolio selection? Daniel - spoke mostly to European managers in creating the guide. :*Do you (Tim) sometimes get frustrated with a lack of clarity from clients? *How he thinks about it (simplistically) :*Slice of clients for whom this is not a question :*Segment - probably the largest - want ESG factors incorporated into the decision-making process ::*Wide variation - in expectations based on where they are geographically and otherwise :*Further out - theme (e.g. water) :*Screen :*Impact Investing (more in private markets) *Biggest opportunity, but ESG is the hardest to define :*Hope that in five years, is further along :*Having started down this path in 2010....amazing how this conversation has evolved Daniel to trustees - while this ESG integration route is harder to explain, it's more effective in the long run; gives flexibility to the manager Tim - success of this event is a testament :*In 10 years, maybe, '''this is a core part of the investment management industry, not a carve-out''' ::*MJG - spot on to our message ::*Tim - spot on - you integrate it into everyday life; part of the thought process for all the teams. You will still need dedicated ESG skills, just like you need energy or health care expertise. :*What is the process to pursue this goal? Daniel - great way to look at it....we aren't blind to what's in the portfolio, can challenge and ask questions, but not trying to second guess their decisions. :*Occasionally, from risk management perspective, do have to delve into specific securities or issues? Coming to point two....wants to see that all this work and process has "permeated the PM's thinking". Daniel - starts to get nervous when managers depend too much on outside ratings. :*"This security is good because Sustainalytics says so" - they wouldn't do that with any other piece of financial information Tim :*Want the conversation to include these issues - like any other - e.g. Quantitative :*Information overload has reached the highest point ever ::*How do you work with the ESG information into the workflow? *How do you take all that information and funnel it down to the key points he/she needs to make the decisions? Daniel - flags, dashboards....utilize and harness richness of data/information. Only just emerging in ESG space. Still don't have the back history we have with other data. E&S quite new, depends on quality of corporate reporting. Daniel - let's not forgot about client relationships teams, new products (like impact) *We do expect client relationship teams to take some of workload....don't go to PM for specific questions like "how did you vote on this". Has to be sensitive to that.... Tim - direction of impact of ESG factors on decision making process is clear; pace may vary :*Some analysts & PMs may be incorporating these issues without specifically labeling them as "ESG". Accountability/Reporting *Trustees are responsible for delivering a safe, secure retirement pension *View these issues as relevant and impactful *Trustees should not be in the position of evaluating whether a specific PM is meeting its return or ESG goals :*They should be turning to a consultant or, in Daniel's case, their in-house manager *Must get to point where there is some accountability, "authenticity" in their approach to responsible investment :*Looking through the words ("we signed PRI") to the substance beyond :*MSCI/Barra, etc. :*Not just on responsible investment :*Large pension funds engaging more.... *Emissions in one part of their portfolio can affect another :*Need to look across their portfolio in terms of ESG risks *What are the expectations on clients themselves? How will that play out on the asset manager side of relationship? :*Tim - validation. He tends to think more strategically....sure, they can implement a screen, but that's not necessarily what most are really going to want. :*Looking at these issues/risks, are these things being incorporated it your thinking and decisions? :*When say accountability, going to get the five questions everyone should answer...that's not scalable :*You can validate an approach.... Daniel - maybe this is more alignment than accountability? *Manager is setting his time horizon at length commensurate with what investor is using? :*Best managers - yes, will do quarterly meeting, but they don't weigh that significantly against the overall relationship. :*They won't come out of a portfolio meeting saying "their down 200pbs in == Description == '''Asset Owner Conversation''' *Asset Owners engaged in sustainable investing balance multiple mandates. :*How do they select and most effectively work with asset managers to meet their sustainable investment mandates along with their more traditional risk and return targets? :*What kind of communications and information do asset owners need from their asset managers to determine whether the manager is effectively meeting their sustainable investing requirements? :*How can the asset owners most effectively work with asset managers? == Background == maghl9ggidvz011qux1qfada14ymdzb 0 468 904 2015-11-13T02:18:13Z Greis>Michael 0 904 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Status == {{color||2015-08-19}} - From Sonal; PRI has given the green light for the session at our event. Sonal will reach out to speakers this week. == Notes == === Prep call 2015-11-12 === == Description == '''Fiduciary Duty & ERISA''' - a case study *How sustainable investing can be implemented in an ERISA environment *This session was launched PRI's 7/28 [http://www.unpri.org/events/san-francisco-research-innovation-and-stewardship-in-responsible-investment/ event at Berkeley] :*Sonal Mahida, Head of North America, Networks & Global Outreach, PRI :*Priya Mathur, Board member, CalPERS :*Michael P. Kreps, Principal, Groom Law Group :*Jay Youngdahl, Partner, The Youngdahl Law Firm & Senior Fellow at Harvard University == Background == *A law firm did this work for a major pension fund. *PRI wants to work with us to bring this session to our event. It would include a lawyer and a representative from the pension fund *Judy Mares: universal guidelines - suggested by Bob Eccles 4yu1q058fd1irzi4rnrdnwvo005tria 905 904 2024-05-24T04:54:40Z Michael 1 1 revision imported 904 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Status == {{color||2015-08-19}} - From Sonal; PRI has given the green light for the session at our event. Sonal will reach out to speakers this week. == Notes == === Prep call 2015-11-12 === == Description == '''Fiduciary Duty & ERISA''' - a case study *How sustainable investing can be implemented in an ERISA environment *This session was launched PRI's 7/28 [http://www.unpri.org/events/san-francisco-research-innovation-and-stewardship-in-responsible-investment/ event at Berkeley] :*Sonal Mahida, Head of North America, Networks & Global Outreach, PRI :*Priya Mathur, Board member, CalPERS :*Michael P. Kreps, Principal, Groom Law Group :*Jay Youngdahl, Partner, The Youngdahl Law Firm & Senior Fellow at Harvard University == Background == *A law firm did this work for a major pension fund. *PRI wants to work with us to bring this session to our event. It would include a lawyer and a representative from the pension fund *Judy Mares: universal guidelines - suggested by Bob Eccles 4yu1q058fd1irzi4rnrdnwvo005tria 0 469 906 2015-08-11T19:58:21Z Greis>Michael 0 Created page with "{{ProjectSubPage|project work|}} == Description == From Noel Friedman, 2015-08-06: A practitioner panel discussing governance as a risk factor and the impact of recent tren..." 906 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Description == From Noel Friedman, 2015-08-06: A practitioner panel discussing governance as a risk factor and the impact of recent trends (corporate tax controversies, loyalty shares, pay equity, focus on board diversity) on evaluating governance risk. *The panel would be moderated by '''Ric Marshall''' of MSCI (one of the leading governance experts in the field and a partner with Bob Monks on a number of governance initiatives through the years). He would outline the various governance risks facing companies, particularly recent trends), and then pose questions to asset managers on how they manage these risks in their investment processes. *I think we could pull from a number of asset managers in the area but I would start with Loomis, Columbia, and MFS. We used MFS last year but they have been very active on the tax issue. *Other options would be SSGA and their governance team with a focus on engagement and Standish, looking at governance in sovereign analysis (although we used Standish last year as well). If you’re happy with the session as outlined I’ll start reaching out since I’m heading out on vacation for a week on Friday. (Noel did initial outreach 2015-08-07. 3f1g96hm0t5fswhc5d1b9napb2ahq30 907 906 2024-05-24T04:54:40Z Michael 1 1 revision imported 906 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Description == From Noel Friedman, 2015-08-06: A practitioner panel discussing governance as a risk factor and the impact of recent trends (corporate tax controversies, loyalty shares, pay equity, focus on board diversity) on evaluating governance risk. *The panel would be moderated by '''Ric Marshall''' of MSCI (one of the leading governance experts in the field and a partner with Bob Monks on a number of governance initiatives through the years). He would outline the various governance risks facing companies, particularly recent trends), and then pose questions to asset managers on how they manage these risks in their investment processes. *I think we could pull from a number of asset managers in the area but I would start with Loomis, Columbia, and MFS. We used MFS last year but they have been very active on the tax issue. *Other options would be SSGA and their governance team with a focus on engagement and Standish, looking at governance in sovereign analysis (although we used Standish last year as well). If you’re happy with the session as outlined I’ll start reaching out since I’m heading out on vacation for a week on Friday. (Noel did initial outreach 2015-08-07. 3f1g96hm0t5fswhc5d1b9napb2ahq30 0 470 908 2015-08-29T20:15:00Z Greis>Michael 0 908 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Status == {{color||2015-08-31}} - Call with [[involved::Andreas Hoepner]] to discuss and design session. *See this 8/29 [https://basecamp.com/2702632/projects/8168825/messages/47288735 Basecamp summary] {{color||2015-06-18}} - Initial call with Andreas Hoepner. == Description == Develop a session that has specific takeaways and a structure that helps practitioners frame and think about performance for sustainable investing. The example I gave is one possible framing, built around the evidence for these three propositions: *Sustainable investing does not mean sacrificing return. *Sustainable investing demonstrates risk reduction. *Sustainable investing may deliver alpha (and where the evidence is strongest) A framing could also be constructed with asset classes/investment vehicles (equities, fixed income, ETF....). == Background == tmkl2wrciy1z6ymrnaqi3ybwd2ln86w 909 908 2024-05-24T04:54:40Z Michael 1 1 revision imported 908 wikitext text/x-wiki {{ProjectSubPage|project work|}} == Status == {{color||2015-08-31}} - Call with [[involved::Andreas Hoepner]] to discuss and design session. *See this 8/29 [https://basecamp.com/2702632/projects/8168825/messages/47288735 Basecamp summary] {{color||2015-06-18}} - Initial call with Andreas Hoepner. == Description == Develop a session that has specific takeaways and a structure that helps practitioners frame and think about performance for sustainable investing. The example I gave is one possible framing, built around the evidence for these three propositions: *Sustainable investing does not mean sacrificing return. *Sustainable investing demonstrates risk reduction. *Sustainable investing may deliver alpha (and where the evidence is strongest) A framing could also be constructed with asset classes/investment vehicles (equities, fixed income, ETF....). == Background == tmkl2wrciy1z6ymrnaqi3ybwd2ln86w 0 471 910 2015-08-19T19:27:33Z Greis>Michael 0 910 wikitext text/x-wiki {{ProjectSubPage||}} :*This document is a complement to the draft agenda that we now have. :*Identified speakers/keynotes are included here for reference in addition to possible session topics. '''Bob Litterman''' (confirmed) *His themes: risk & risk management, especially addressing big E risk of climate change *Possible topics: Global airlines collaborating to develop global standards to reduce emissions; others TBD '''Bob Eccles''' (confirmed) *Theme: Integrated Reporting; ESG Integration and credit rating agencies; corporate sustainability performance *6/23 Call with Bob: paper, credit rating agencies and ESG integration, materiality and fiduciary duty on the corporate side (less actionable), integrative reporting; descriptive paragraph '''Jean Rogers''' (confirmed) *Theme: Implementation of sustainable accounting standards *Materiality *Case Studies '''Daniel Ingram''' (confirmed) Head of Responsible Investment at BT Pension Scheme Management (travel and hotel expenses) *Structure as a conversation with another asset owner. *What asset owners want from managers; reducing the gap between the standard reports/information owners receive and what they need to assess ESG implementation and performance *Possible conversation partners: :*1st choice: Jameela Pedicini - Harvard Management :*(add others) *Daniel is also lead author of "A Guide to Responsible Investment Reporting in Public Equity" a white paper recently published by 20 UK Pension Funds. '''Incorporating Climate Change into Portfolio Management & Construction''' (Confirmed) *An implementation approach (how?), not a conceptual (should we?) approach *'''Cheryl Smith''' of Trillium working with us to construct session (she will likely moderate) *Identify topics to discuss, potential participants *BlackRock, SSgA? - Noel Friedman *Contacts: Michael Greis, Jeremy Cote '''Fiduciary Duty & ERISA''' - a case study (Confirmed) *How sustainable investing can be implemented in an ERISA environment *A law firm did this work for a major pension fund. *The results were presented for the first time at PRI's 7/28 [http://www.unpri.org/events/san-francisco-research-innovation-and-stewardship-in-responsible-investment/ event at Berkeley] :*Sonal Mahida, Head of North America, Networks & Global Outreach, PRI :*Priya Mathur, Board member, CalPERS :*Michael P. Kreps, Principal, Groom Law Group :* Jay Youngdahl, Partner, The Youngdahl Law Firm & Senior Fellow at Harvard University *Sonal will be reaching out to potential speakers beginning 2015-08-19 *Ideally, we would have the same panel *Judy Mares: universal guidelines - suggested by Bob Eccles '''Corporate Disclosure''' (and Third Party Verification?) - (Likely) *An inside case study (corporate attorney and company representative) - describe the process from the company's point of view - the challenges, the benefits and the evolution. Perhaps include someone who verifies reporting) *Contacts: Michael Greis, Ruth Silman (NixonPeabody) *Possibly include participant to discuss CSR report verification - Matthew Rudder - E&Y (Dylan Brix) *'''''Michael following up with Ruth Silman''''' '''Governance''' *Trends and developments in governance issues and their impact on corporate performance *Topics could include: :*Board diversity :*Loyalty shares and the governance implications :*Taxes *Contacts: Noel Friedman *'''''Noel to further develop idea and update this item''''' '''Performance and Measurement''' *Always of interest *Latest research, results *Michael has talked with '''Andreas Hoepner''' who is active in academic and PRI community, and has published both academic and industry research :*Andreas would be willing to lead/participate in a session if we choose to do one *Deutsche Bank paper (Noel) *Contacts: Michael? Noel? who else interested? <u>'''Other Topics/Ideas'''</u> (possible candidates for lunch sessions later in year, or for future seminars) '''CFA Institute''' - adding SI/ESG to the curriculum *Greg Siegel, Director, Curriculum Projects/Board member *Contact: Stephanie Field *''Potential sponsor breakfast'' - focus group '''Asset Manager''' (Panel) *tools and techniques *how are managers using third party tools - FactSet, BARRA, Bloomberg *Contacts: Noel Friedman *Loomis, State Street, etc. *''Incorporate additional asset managers into other sessions?'' '''Third Party Verification of CSR Reports''' (Panel) *E&Y: Matthew Rudder *Best practices, hurdles, opportunities, red flags *Contacts: Dylan Brix *''Concluded this was best considered as a possible add-on to another topic'' '''ESG and Factor Investing''' *Deutsche Bank paper *Contacts: Noel Friedman *''Incorporate into possible Performance topic'' '''Income Inequality; Fairness Tax''' '''Water''' *regional focus (CA) or global focus *Held lunch event spring 2015 '''Technology''' *solar storage/production *Contacts: Larry Pohlman p9s3nh80jtzkc1ettkcbf16gvyd78ry 911 910 2024-05-24T04:54:40Z Michael 1 1 revision imported 910 wikitext text/x-wiki {{ProjectSubPage||}} :*This document is a complement to the draft agenda that we now have. :*Identified speakers/keynotes are included here for reference in addition to possible session topics. '''Bob Litterman''' (confirmed) *His themes: risk & risk management, especially addressing big E risk of climate change *Possible topics: Global airlines collaborating to develop global standards to reduce emissions; others TBD '''Bob Eccles''' (confirmed) *Theme: Integrated Reporting; ESG Integration and credit rating agencies; corporate sustainability performance *6/23 Call with Bob: paper, credit rating agencies and ESG integration, materiality and fiduciary duty on the corporate side (less actionable), integrative reporting; descriptive paragraph '''Jean Rogers''' (confirmed) *Theme: Implementation of sustainable accounting standards *Materiality *Case Studies '''Daniel Ingram''' (confirmed) Head of Responsible Investment at BT Pension Scheme Management (travel and hotel expenses) *Structure as a conversation with another asset owner. *What asset owners want from managers; reducing the gap between the standard reports/information owners receive and what they need to assess ESG implementation and performance *Possible conversation partners: :*1st choice: Jameela Pedicini - Harvard Management :*(add others) *Daniel is also lead author of "A Guide to Responsible Investment Reporting in Public Equity" a white paper recently published by 20 UK Pension Funds. '''Incorporating Climate Change into Portfolio Management & Construction''' (Confirmed) *An implementation approach (how?), not a conceptual (should we?) approach *'''Cheryl Smith''' of Trillium working with us to construct session (she will likely moderate) *Identify topics to discuss, potential participants *BlackRock, SSgA? - Noel Friedman *Contacts: Michael Greis, Jeremy Cote '''Fiduciary Duty & ERISA''' - a case study (Confirmed) *How sustainable investing can be implemented in an ERISA environment *A law firm did this work for a major pension fund. *The results were presented for the first time at PRI's 7/28 [http://www.unpri.org/events/san-francisco-research-innovation-and-stewardship-in-responsible-investment/ event at Berkeley] :*Sonal Mahida, Head of North America, Networks & Global Outreach, PRI :*Priya Mathur, Board member, CalPERS :*Michael P. Kreps, Principal, Groom Law Group :* Jay Youngdahl, Partner, The Youngdahl Law Firm & Senior Fellow at Harvard University *Sonal will be reaching out to potential speakers beginning 2015-08-19 *Ideally, we would have the same panel *Judy Mares: universal guidelines - suggested by Bob Eccles '''Corporate Disclosure''' (and Third Party Verification?) - (Likely) *An inside case study (corporate attorney and company representative) - describe the process from the company's point of view - the challenges, the benefits and the evolution. Perhaps include someone who verifies reporting) *Contacts: Michael Greis, Ruth Silman (NixonPeabody) *Possibly include participant to discuss CSR report verification - Matthew Rudder - E&Y (Dylan Brix) *'''''Michael following up with Ruth Silman''''' '''Governance''' *Trends and developments in governance issues and their impact on corporate performance *Topics could include: :*Board diversity :*Loyalty shares and the governance implications :*Taxes *Contacts: Noel Friedman *'''''Noel to further develop idea and update this item''''' '''Performance and Measurement''' *Always of interest *Latest research, results *Michael has talked with '''Andreas Hoepner''' who is active in academic and PRI community, and has published both academic and industry research :*Andreas would be willing to lead/participate in a session if we choose to do one *Deutsche Bank paper (Noel) *Contacts: Michael? Noel? who else interested? <u>'''Other Topics/Ideas'''</u> (possible candidates for lunch sessions later in year, or for future seminars) '''CFA Institute''' - adding SI/ESG to the curriculum *Greg Siegel, Director, Curriculum Projects/Board member *Contact: Stephanie Field *''Potential sponsor breakfast'' - focus group '''Asset Manager''' (Panel) *tools and techniques *how are managers using third party tools - FactSet, BARRA, Bloomberg *Contacts: Noel Friedman *Loomis, State Street, etc. *''Incorporate additional asset managers into other sessions?'' '''Third Party Verification of CSR Reports''' (Panel) *E&Y: Matthew Rudder *Best practices, hurdles, opportunities, red flags *Contacts: Dylan Brix *''Concluded this was best considered as a possible add-on to another topic'' '''ESG and Factor Investing''' *Deutsche Bank paper *Contacts: Noel Friedman *''Incorporate into possible Performance topic'' '''Income Inequality; Fairness Tax''' '''Water''' *regional focus (CA) or global focus *Held lunch event spring 2015 '''Technology''' *solar storage/production *Contacts: Larry Pohlman p9s3nh80jtzkc1ettkcbf16gvyd78ry 0 472 912 2016-04-19T01:48:51Z Greis>Michael 0 912 wikitext text/x-wiki {{ProjectSubPage||}} '''[[Bob Litterman]]''' (confirmed for 11/17, 11/18, 11/19) *His themes: risk & risk management, especially addressing big E risk of climate change *Possible topics: Global airlines collaborating to develop global standards to reduce emissions; others TBD '''Bob Eccles''' (confirmed for 11/17, 11/18, 11/19, 11/20) *Theme: Integrated Reporting '''Jean Rogers''' (confirmed for 11/19 or 11/20 AM) *Theme: Implementation of sustainable accounting standards *[http://www.wsj.com/articles/the-environment-and-the-bottom-line-1427773182?KEYWORDS=jean+rogers+sasb WSJ Interview] published in {{color||2015-03-30}} ECO:nomics section '''Daniel Ingram''' (confirmed for 11/19) *Head of Responsible Investment at BT Pension Scheme Management *[http://www.linkedin.com/pub/daniel-ingram/22/850/941 LinkedIn profile] * '''Magnus Eriksson''' (open) *CIO, AP4 (Fourth Swedish National Pension Fund) *[http://www.institutionalinvestor.com/Article/3441845/Asset-Management/Magnus-Eriksson-Transforms-AP4-into-a-Swedish-Leader.html?LS=EMS1150275#.VSfwfuFBmwK Institutional Investor article] *AP4 [http://www.top1000funds.com/profile/2014/07/16/14628/ Profile] {{color||2014-07-16}} - Mats Andersson, CEO :*At the cornerstone of the fund’s approach is the fact it’s a long-term investor and can withstand volatility; it advocates transparency in every investment, and if there is a choice between simple and complex investments, then simplicity is prioritised; it emphasises low cost; and has a commercial approach. :*In the past five years AP4 has been one of the best performing pension funds globally, and much of that is due to its focus on the allocation process. :*It allocates capital based on three time horizons – long-term (40 years), medium-term (3–5 years), and short-term (6–12 months) – with increased emphasis on the medium-term horizon. :*Andersson says to meet the long term return target of 4.5 per cent real, the asset allocation needs to have a higher allocation to risky assets, which the fund interprets as 65 per cent equities and 35 per cent fixed income. :*“If we have a long-term approach and measure this return over 20 years we will capture the risk premium,” he says. :*This has worked, with much of the recent return attributed to a high proportion of listed equities. :*“We believe in the long term there is an equity risk premium. We strongly believe there are only two assets, government bonds and equities, and the rest is a blending,” he says. :*At the tactical level – in Swedish equities, global equities and global macro – the fund has had 11, six-month periods of active results, realising 50 basis points per annum above the benchmark. :*The third level of allocating assets is called strategic mandates, and looks beyond the three to five year horizon. :*“We try to be a long term investor and the fund invests where you need a long-term approach. For example you can’t measure private equity in three years,” he says. :*AP4 also has huge position in small caps, and invests in sustainability and engagement mandates such as in low carbon, all of which measure in greater than three year periods. More like 10 years, Andersson says, adding the fund has about $10 billion invested in these strategic mandates. :*“If we can do this then over time we can add 75-100 basis points. Over the past three years we’ve exceeded our targets.” :*Generally the fund will back listed equities, over private equity where it only has about 1 per cent invested. :*“We believe in listed equities and active management, we’re not too keen on private equity and infrastructure,” Andersson says. “We have gone our own way and will continue to do so, but not as an objective in itself.” :*“Many funds have been forced to reduce risk, we are strong believers in liquid assets and we can bare volatility. Risk comes from different sources. Funds managers looking for uncorrelated and low volatility investments is just a way to play a charade. :*“Everyone was so scared after 2008/09 and 2011 and were forced to sell equities and liquid assets but we think that was done at the wrong time. We can withstand volatility, and think it’s not a good measure of risk.” :*“Owners are accountable for the companies in Sweden,” he says. “In the US management hijacks the companies. Governance in many other places is management driven, not owner driven.” :*About 80 per cent of AP4’s assets are managed inhouse, and by law it has to have 10 per cent managed externally. :*The investment teams are organised under equities, global macro (which includes fixed income and foreign exchange), allocation, real estate, SMEs, ESG and other strategic investments. The fund’s CIO, Magnus Eriksson, is also the deputy chief executive. :*The fund has a large home bias, about a third of its equities exposure is in Swedish equities compared to the MSCI of around 1 per cent. Andersson says historically over the past 20 years Swedish equities have outperformed the rest of the world, which is attributed to a unique governance approach whereby asset owners sit on a nomination committee which decides who’s on the board '''Jeremy Grantham''' (unlikely) r1lt6zt5g53ojwzdnedrdh0whlfupbb 913 912 2024-05-24T04:54:40Z Michael 1 1 revision imported 912 wikitext text/x-wiki {{ProjectSubPage||}} '''[[Bob Litterman]]''' (confirmed for 11/17, 11/18, 11/19) *His themes: risk & risk management, especially addressing big E risk of climate change *Possible topics: Global airlines collaborating to develop global standards to reduce emissions; others TBD '''Bob Eccles''' (confirmed for 11/17, 11/18, 11/19, 11/20) *Theme: Integrated Reporting '''Jean Rogers''' (confirmed for 11/19 or 11/20 AM) *Theme: Implementation of sustainable accounting standards *[http://www.wsj.com/articles/the-environment-and-the-bottom-line-1427773182?KEYWORDS=jean+rogers+sasb WSJ Interview] published in {{color||2015-03-30}} ECO:nomics section '''Daniel Ingram''' (confirmed for 11/19) *Head of Responsible Investment at BT Pension Scheme Management *[http://www.linkedin.com/pub/daniel-ingram/22/850/941 LinkedIn profile] * '''Magnus Eriksson''' (open) *CIO, AP4 (Fourth Swedish National Pension Fund) *[http://www.institutionalinvestor.com/Article/3441845/Asset-Management/Magnus-Eriksson-Transforms-AP4-into-a-Swedish-Leader.html?LS=EMS1150275#.VSfwfuFBmwK Institutional Investor article] *AP4 [http://www.top1000funds.com/profile/2014/07/16/14628/ Profile] {{color||2014-07-16}} - Mats Andersson, CEO :*At the cornerstone of the fund’s approach is the fact it’s a long-term investor and can withstand volatility; it advocates transparency in every investment, and if there is a choice between simple and complex investments, then simplicity is prioritised; it emphasises low cost; and has a commercial approach. :*In the past five years AP4 has been one of the best performing pension funds globally, and much of that is due to its focus on the allocation process. :*It allocates capital based on three time horizons – long-term (40 years), medium-term (3–5 years), and short-term (6–12 months) – with increased emphasis on the medium-term horizon. :*Andersson says to meet the long term return target of 4.5 per cent real, the asset allocation needs to have a higher allocation to risky assets, which the fund interprets as 65 per cent equities and 35 per cent fixed income. :*“If we have a long-term approach and measure this return over 20 years we will capture the risk premium,” he says. :*This has worked, with much of the recent return attributed to a high proportion of listed equities. :*“We believe in the long term there is an equity risk premium. We strongly believe there are only two assets, government bonds and equities, and the rest is a blending,” he says. :*At the tactical level – in Swedish equities, global equities and global macro – the fund has had 11, six-month periods of active results, realising 50 basis points per annum above the benchmark. :*The third level of allocating assets is called strategic mandates, and looks beyond the three to five year horizon. :*“We try to be a long term investor and the fund invests where you need a long-term approach. For example you can’t measure private equity in three years,” he says. :*AP4 also has huge position in small caps, and invests in sustainability and engagement mandates such as in low carbon, all of which measure in greater than three year periods. More like 10 years, Andersson says, adding the fund has about $10 billion invested in these strategic mandates. :*“If we can do this then over time we can add 75-100 basis points. Over the past three years we’ve exceeded our targets.” :*Generally the fund will back listed equities, over private equity where it only has about 1 per cent invested. :*“We believe in listed equities and active management, we’re not too keen on private equity and infrastructure,” Andersson says. “We have gone our own way and will continue to do so, but not as an objective in itself.” :*“Many funds have been forced to reduce risk, we are strong believers in liquid assets and we can bare volatility. Risk comes from different sources. Funds managers looking for uncorrelated and low volatility investments is just a way to play a charade. :*“Everyone was so scared after 2008/09 and 2011 and were forced to sell equities and liquid assets but we think that was done at the wrong time. We can withstand volatility, and think it’s not a good measure of risk.” :*“Owners are accountable for the companies in Sweden,” he says. “In the US management hijacks the companies. Governance in many other places is management driven, not owner driven.” :*About 80 per cent of AP4’s assets are managed inhouse, and by law it has to have 10 per cent managed externally. :*The investment teams are organised under equities, global macro (which includes fixed income and foreign exchange), allocation, real estate, SMEs, ESG and other strategic investments. The fund’s CIO, Magnus Eriksson, is also the deputy chief executive. :*The fund has a large home bias, about a third of its equities exposure is in Swedish equities compared to the MSCI of around 1 per cent. Andersson says historically over the past 20 years Swedish equities have outperformed the rest of the world, which is attributed to a unique governance approach whereby asset owners sit on a nomination committee which decides who’s on the board '''Jeremy Grantham''' (unlikely) r1lt6zt5g53ojwzdnedrdh0whlfupbb 0 473 914 2018-11-07T17:21:24Z Greis>Michael 0 914 wikitext text/x-wiki __NOTOC__ [[File:2016SI_logo.jpg|500px|center|alt=Sustainable Investing 2016]] <br clear=all> <center> Annual [[entity of::BSAS]] [[entity of::Sustainable Investing Seminars]] - [[Activity type::full-day conference]] in November 2016 [[project status::completed]] '''[[event date::2016-11-17|November 17th]]''' [[shortname::{{SUBPAGENAME}}| ]] </center> *[https://basecamp.com/2702632/projects/11899670 Basecamp project] == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} 6i48kyhe3ca2vn3sy93xmspqs94ewww 915 914 2024-05-24T04:54:40Z Michael 1 1 revision imported 914 wikitext text/x-wiki __NOTOC__ [[File:2016SI_logo.jpg|500px|center|alt=Sustainable Investing 2016]] <br clear=all> <center> Annual [[entity of::BSAS]] [[entity of::Sustainable Investing Seminars]] - [[Activity type::full-day conference]] in November 2016 [[project status::completed]] '''[[event date::2016-11-17|November 17th]]''' [[shortname::{{SUBPAGENAME}}| ]] </center> *[https://basecamp.com/2702632/projects/11899670 Basecamp project] == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} 6i48kyhe3ca2vn3sy93xmspqs94ewww 0 474 916 2016-07-06T13:09:30Z Greis>Michael 0 916 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} Topics: *Agenda [[BSAS/Sustainable Investing 2016/Session Topics|status update]] *Overview blurb :*Have sent save the dates :*Draft a short blurb during the meeting *SASB workshop *Team meeting prep e0auvg0xgwmb7kuh4ur8miqw7xvupx5 917 916 2024-05-24T04:54:40Z Michael 1 1 revision imported 916 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} Topics: *Agenda [[BSAS/Sustainable Investing 2016/Session Topics|status update]] *Overview blurb :*Have sent save the dates :*Draft a short blurb during the meeting *SASB workshop *Team meeting prep e0auvg0xgwmb7kuh4ur8miqw7xvupx5 0 475 918 2016-08-02T15:30:14Z Greis>Michael 0 918 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} Topics: *CFA Institute webinar – leverage any of the speakers :*Mats Andersson - yes, could to talk with him *Asset TV- content connection; have GD connect with CFAI :*George and Jason :* *Landing page – latest edition :*Adding latest changes *SASB workshop :* *MFS – Michael McHugh :*Carol's office - Others: e7rr8j9crpb71m3683le0hob8w06iqz 919 918 2024-05-24T04:54:40Z Michael 1 1 revision imported 918 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} Topics: *CFA Institute webinar – leverage any of the speakers :*Mats Andersson - yes, could to talk with him *Asset TV- content connection; have GD connect with CFAI :*George and Jason :* *Landing page – latest edition :*Adding latest changes *SASB workshop :* *MFS – Michael McHugh :*Carol's office - Others: e7rr8j9crpb71m3683le0hob8w06iqz 0 476 920 2016-09-02T15:41:03Z Greis>Michael 0 920 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} Trip: *Lots of driving *Went to Mt. Rushmore *Stayed at Jackson Hole *Went to Yellowstone - love Yellowstone :*Went out west entrance :*South entrance closed - didn't want to go all the way around to get back in :Rest of time in Tetons Agenda: *Darby Hobbs *Agenda update *Trillium speaker *SASB Workshop *Morningstar follow-up '''Darby Hobbs''' *Due Diligence '''Trillium speaker''' *Will connect with Caroline :*Marketing :*Speakers '''SASB Workshop''' *Almost ready to launch *Michael will get us some learning outcome statements *Then ready to launch *Connect with SASB to promote SI seminar while promoting workshop '''Morningtstar follow-up''' *MJG to look at research portal *Will they sponsor? They should be able to. Stephanie to follow up '''Agenda''' *Sarah Cohn *Noel for panel? 10 registrations so far - will make big push now after Labor Day Sponsors: (spreadsheet on Basecamp) *Columbia Threadneedle *Trillium *MSCI *Sustainalytics '''To-do''' ({{color||Michael}}): *Due diligence and recommendation on Darby Hobbs' proposals *Review Morningstar material and portal *More sponsor prospects *Outreach to engagement volunteers *Agenda items '''To-do''' ({{color||Stephanie}}): *Recruit social media volunteers from engagement responders *Doodle and schedule team meeting {{color||2016-09-20}} or {{color||2016-09-26}} 4akv0sx3s0ro2qqn98wl9zp5w46dy5z 921 920 2024-05-24T04:54:40Z Michael 1 1 revision imported 920 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} Trip: *Lots of driving *Went to Mt. Rushmore *Stayed at Jackson Hole *Went to Yellowstone - love Yellowstone :*Went out west entrance :*South entrance closed - didn't want to go all the way around to get back in :Rest of time in Tetons Agenda: *Darby Hobbs *Agenda update *Trillium speaker *SASB Workshop *Morningstar follow-up '''Darby Hobbs''' *Due Diligence '''Trillium speaker''' *Will connect with Caroline :*Marketing :*Speakers '''SASB Workshop''' *Almost ready to launch *Michael will get us some learning outcome statements *Then ready to launch *Connect with SASB to promote SI seminar while promoting workshop '''Morningtstar follow-up''' *MJG to look at research portal *Will they sponsor? They should be able to. Stephanie to follow up '''Agenda''' *Sarah Cohn *Noel for panel? 10 registrations so far - will make big push now after Labor Day Sponsors: (spreadsheet on Basecamp) *Columbia Threadneedle *Trillium *MSCI *Sustainalytics '''To-do''' ({{color||Michael}}): *Due diligence and recommendation on Darby Hobbs' proposals *Review Morningstar material and portal *More sponsor prospects *Outreach to engagement volunteers *Agenda items '''To-do''' ({{color||Stephanie}}): *Recruit social media volunteers from engagement responders *Doodle and schedule team meeting {{color||2016-09-20}} or {{color||2016-09-26}} 4akv0sx3s0ro2qqn98wl9zp5w46dy5z 0 477 922 2016-09-16T14:36:01Z Greis>Michael 0 922 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} Agenda: *Team meeting 9/20 or 9/26? - Go for 9/26 at 12:00pm *Prep call with George, Pat & Cheryl *Draft Agenda *CFA Inst - AP4 speaker *How was Women in Investing? :*Fantastic - significantly improved over last year :*Last year - need to do something, no clue what :*This year - had done research, had data ::*diversity - making a difference with groups that are diverse; outcomes for clients :*Panel at end of day (missed) ::* :*300 people - higher mix of men :*Sallie Krawchiek - good :*Saved the binder for me - carries over to ESG ::*possible speakers :*What about BNY Wealth Management President? ::*Past Chair of CFA Institute; she and Leah Bennett worked on delivering conference :::*Leah will be next Dan F. SASB workshop - tied to conference registration *Video - talked with Clay yesterday; he will look into requirements and get back to us on whether he can again record interviews cdd1tte5j299htv8tuo7lnz2kivtnz2 923 922 2024-05-24T04:54:40Z Michael 1 1 revision imported 922 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} Agenda: *Team meeting 9/20 or 9/26? - Go for 9/26 at 12:00pm *Prep call with George, Pat & Cheryl *Draft Agenda *CFA Inst - AP4 speaker *How was Women in Investing? :*Fantastic - significantly improved over last year :*Last year - need to do something, no clue what :*This year - had done research, had data ::*diversity - making a difference with groups that are diverse; outcomes for clients :*Panel at end of day (missed) ::* :*300 people - higher mix of men :*Sallie Krawchiek - good :*Saved the binder for me - carries over to ESG ::*possible speakers :*What about BNY Wealth Management President? ::*Past Chair of CFA Institute; she and Leah Bennett worked on delivering conference :::*Leah will be next Dan F. SASB workshop - tied to conference registration *Video - talked with Clay yesterday; he will look into requirements and get back to us on whether he can again record interviews cdd1tte5j299htv8tuo7lnz2kivtnz2 0 478 924 2016-10-07T18:48:36Z Greis>Michael 0 924 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} Agenda: *Seminar agenda :*Complete ex. Quant :*Quant in process.... *40 registered and 10 for workshop *realistic to get to 150 *Confirmation letters to all *Session videos :*Asset TV :*CFAi - Clay Asset TV/Social3 *$15,000 - to do *$5,800 - editing *Social3 does the video *They put it out to AssetTV Stephanie and Jeannie talked about it; explore it. *Sent to CFA Institute *Go to sponsors *Panel Coverage *Conscious business panel coverage *Lots of people can use *CE Credit - Asset TV *Jason Voss - :*Not great first experience with AssetTV; second better :*Social3 would manage production *Partners :*Asset TV :*Radio ::*Radio Entrepreneurs & Conscious Capitalism :::*Greg Stoller :::*October 28th tapings :*Morningstar ::*Platinum sponsor ::*Need to coordinate :*Mary Adams - Smarter Companies / Intangible Value ::*Ref from Darby Hobbs ::*Author/consultant ::*Spouse Mike Oleksak works at State Street ::*Not a fit *Prep Calls :*Intro & thanks :*Substance - form and structure :*Logistics :*Reminders: ::*Additional material ::*Polling ::*A/V Needs ::*Social Media & Outreach *App Status :*QuickMobile - get :*George has sent visual collateral :*Creating framework; getting certificates - next week should be good to go :*When done, I can look at it - 10/19 for review and approval :*Upload agenda, other collateral :*Then ready for speakers to see ::*Want to have date for prep calls ::*Target release date 10/25 *Call for Volunteers respondents :* *Venture Exchange follow-up :*Topic for Advisory Committee meeting - Convener lite :*Anne at SF Society - binary....shared impression by attendees at last week's large society meeting *Other seminars? :*Do SF follow-up - given what we've seen of Anne, maybe he got nowhere *CFAi position? :*'''{{color||Look at CFA Institute Framework Presentation}}''' on Basecamp for Advisory Committee ::*Roger Urwin - leading Future of Finance Framework chg111toscrbu7mdl2yvpnbohx3yd1w 925 924 2024-05-24T04:54:40Z Michael 1 1 revision imported 924 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} Agenda: *Seminar agenda :*Complete ex. Quant :*Quant in process.... *40 registered and 10 for workshop *realistic to get to 150 *Confirmation letters to all *Session videos :*Asset TV :*CFAi - Clay Asset TV/Social3 *$15,000 - to do *$5,800 - editing *Social3 does the video *They put it out to AssetTV Stephanie and Jeannie talked about it; explore it. *Sent to CFA Institute *Go to sponsors *Panel Coverage *Conscious business panel coverage *Lots of people can use *CE Credit - Asset TV *Jason Voss - :*Not great first experience with AssetTV; second better :*Social3 would manage production *Partners :*Asset TV :*Radio ::*Radio Entrepreneurs & Conscious Capitalism :::*Greg Stoller :::*October 28th tapings :*Morningstar ::*Platinum sponsor ::*Need to coordinate :*Mary Adams - Smarter Companies / Intangible Value ::*Ref from Darby Hobbs ::*Author/consultant ::*Spouse Mike Oleksak works at State Street ::*Not a fit *Prep Calls :*Intro & thanks :*Substance - form and structure :*Logistics :*Reminders: ::*Additional material ::*Polling ::*A/V Needs ::*Social Media & Outreach *App Status :*QuickMobile - get :*George has sent visual collateral :*Creating framework; getting certificates - next week should be good to go :*When done, I can look at it - 10/19 for review and approval :*Upload agenda, other collateral :*Then ready for speakers to see ::*Want to have date for prep calls ::*Target release date 10/25 *Call for Volunteers respondents :* *Venture Exchange follow-up :*Topic for Advisory Committee meeting - Convener lite :*Anne at SF Society - binary....shared impression by attendees at last week's large society meeting *Other seminars? :*Do SF follow-up - given what we've seen of Anne, maybe he got nowhere *CFAi position? :*'''{{color||Look at CFA Institute Framework Presentation}}''' on Basecamp for Advisory Committee ::*Roger Urwin - leading Future of Finance Framework chg111toscrbu7mdl2yvpnbohx3yd1w 0 479 926 2016-12-02T22:19:50Z Greis>Michael 0 926 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} 2016 SI Topics: *Thank yous *Survey? *Idea on additional speaker feedback - optional reply :*what can we improve :*what did you specifically like (different from other events) that we should not change *Debrief date *ID/circle back on new committee volunteers *Event page access *Event page further use *SASB Workshop follow-up *Sustainable Investing Community :*Broader community of interest :*Should planning committee have a community? Would it help? *Testimonials (George) *Event write-up *CFA Research Institute follow-up *Update on A/V - Clay/Event Services, others Other: *Global Equities Community :*Given history as a "default", does it really work as a community? :*More Granular more useful? *Collaborations :*PRI :*SASB 7iyrwdg0nhgzm8hn3pb13whh0h1z0xk 927 926 2024-05-24T04:54:40Z Michael 1 1 revision imported 926 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|team meeting|}} 2016 SI Topics: *Thank yous *Survey? *Idea on additional speaker feedback - optional reply :*what can we improve :*what did you specifically like (different from other events) that we should not change *Debrief date *ID/circle back on new committee volunteers *Event page access *Event page further use *SASB Workshop follow-up *Sustainable Investing Community :*Broader community of interest :*Should planning committee have a community? Would it help? *Testimonials (George) *Event write-up *CFA Research Institute follow-up *Update on A/V - Clay/Event Services, others Other: *Global Equities Community :*Given history as a "default", does it really work as a community? :*More Granular more useful? *Collaborations :*PRI :*SASB 7iyrwdg0nhgzm8hn3pb13whh0h1z0xk 0 480 928 2016-07-12T21:02:59Z Greis>Michael 0 928 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-07-12 == Agenda: *Thank you *Overview of event (if needed) *Topic List *Anna's participation *What the offerings in the market look like *Market is moving quickly - *Fund ratings.....many discussions with MSCI & Morningstar. Have done 2 or 3 of the NYSSA conferences/events - really like talking to our own people - people who get it and ask questions. Happy to do the panel as well: *Deal with Linda Elling Lee :*John (something) on the West Coast; has a good reputation *John Hale George Serafeim has also had some things to say about fund ratingsw Friend who just joined a smaller ratings agency - fund level ratings not like Morningstar; looking at the fund's investment process (more like the usual institutional due diligene) *Oekom - Arianne Babienne (will send me her contact information) *I can also get to her through Andreas *Add to the panel? At least, let her know about the event and encourage her to participate. Sponsor? Asset Owner: *Might suggest panel with different types of asset owner - their needs and demands are so different :*family office, institutional investor (pension fund), foundation/endowment *I explained that w e To-do: *Stephanie contact Augusta for bio, logistics *Follow-up with specific requests for speakers by topic (will reconnect in a couple of weeks, see what we still need) *Circle back with information about panel when that is confirmed. ky04uwslm9dx4yruvstk7dcz1mcatix 929 928 2024-05-24T04:54:40Z Michael 1 1 revision imported 928 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-07-12 == Agenda: *Thank you *Overview of event (if needed) *Topic List *Anna's participation *What the offerings in the market look like *Market is moving quickly - *Fund ratings.....many discussions with MSCI & Morningstar. Have done 2 or 3 of the NYSSA conferences/events - really like talking to our own people - people who get it and ask questions. Happy to do the panel as well: *Deal with Linda Elling Lee :*John (something) on the West Coast; has a good reputation *John Hale George Serafeim has also had some things to say about fund ratingsw Friend who just joined a smaller ratings agency - fund level ratings not like Morningstar; looking at the fund's investment process (more like the usual institutional due diligene) *Oekom - Arianne Babienne (will send me her contact information) *I can also get to her through Andreas *Add to the panel? At least, let her know about the event and encourage her to participate. Sponsor? Asset Owner: *Might suggest panel with different types of asset owner - their needs and demands are so different :*family office, institutional investor (pension fund), foundation/endowment *I explained that w e To-do: *Stephanie contact Augusta for bio, logistics *Follow-up with specific requests for speakers by topic (will reconnect in a couple of weeks, see what we still need) *Circle back with information about panel when that is confirmed. ky04uwslm9dx4yruvstk7dcz1mcatix 0 481 930 2016-09-28T15:21:59Z Greis>Michael 0 930 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} The response to the seminars has been very gratifying, with overwhelmingly positive feedback from the over 150 investment professionals attending last year's session (we exceeded our capacity of 60 for our first seminar in 2013; we moved to a much larger facility in 2014 and have grown accordingly). Our success is enabling us to further extend our reach into the large potential audience of over 5,500 BSAS members and the wider regional investment community. Mainstreaming Sustainable Investing is our goal and overarching theme. In addition to being the event's tagline. mainstream investment professionals are our target audience, and we have been successful at attracting a wide range of attendees. The attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. <hr /> Mainstreaming Sustainable Investing is our goal and overarching theme, in addition to being the event's tagline. Mainstream investment professionals are our target audience, and we have been successful at attracting a wide range of attendees. The attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. Our success - as reflected in the overwhelmingly positive feedback and growth to over 150 attendees last year - combined with a longer lead time, extends our reach into the large potential audience of over 5,500 BSAS members and the wider regional investment community. The response to the seminars has been very gratifying, with over 150 investment professionals attending last year's session (we exceeded our capacity of 60 for our first seminar in 2013; we moved to a much larger facility in 2014 and have grown accordingly). For background on the seminar, I have attached last November's agenda and a link to the interview with Bob Eccles summarizing the event. <hr /> Mainstreaming Sustainable Investing is our goal and overarching theme, in addition to being the event's tagline. Mainstream investment professionals are our target audience, and we have been successful at attracting a wide range of attendees. The attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. We present large themes and connect those to professional practice - like Bob Litterman's in-depth presentation of climate change as a risk management challenge and the panel on incorporating climate change into portfolio management and construction. We selectively include emerging areas of practice - from green bonds to fiduciary duty. And most importantly, our attendees participate in a conversation including both asset owners and expert practitioners. ESG Integration has become a central topic, and will to continue to grow in importance. Our attendees want to know how to incorporate sustainable investing concepts and practices into their work. Integration is not simply a structural question about overlay vs. integrated resources. Integration themes that could be developed this year include: :- Differences in fundamental and quant environments: :- Sell-side evolution of platforms and products :- Risk management integration Overcoming challenges to longer-term thinking - redefining and aligning long-term goals with shorter-term measurements and incentives The Asset Owner - Asset Manager relationship - Investment professionals always want to hear from their clients and prospective clients. As asset owners incorporate sustainable goals and mandates, how does the relationship evolve? What does the pricing and compensation structure look like? How do we best align incentives? Reporting, Measurement and Metrics - we've evolved from virtually no information in the early days of "responsible" investing to a flood of information. How do we identify, obtain and effectively use material and actionable information? <hr /> Congratulations on joining FCLT to lead its transition to an organization that can advance, not merely advocate for, its central mission. I came across the ideas behind FCLT shortly after organizing the first Boston Security Analysts Society Sustainable Investing seminar in November, 2013, for which Erika Karp provided a keynote. Eric Wetlaufer of CPPIB had supported that effort and then told me about the Barton/Wiseman paper, which so clearly crystallized the ideas behind sustainable investing. I incorporated those ideas into the planning for our 2014 Sustainable Investing seminar (overview attached) as the event doubled in size in its second year. We are now assembling the 4th annual BSAS Sustainable Investing seminar at the Boston Sheraton on November 17th. (The page for this year's event includes this recap of last November's seminar provided by closing speaker Bob Eccles.) The concept of focusing capital on the long-term is central to mainstream sustainable investing and, I believe, the renewal of the investment management profession championed by CFA Institute President Paul Smith. I would like to meet with you to talk about the seminar and the larger long-term effort. I do not have a specific ask at this point - I'm sure you have enough on your plate as you get started - but I would like to make the connection in support of the seminar and the FCLT, and I very much want to be a part of advancing this initiative. <hr /> I'm putting together this year's 4th annual BSAS Sustainable Investing seminar, which will take place at the Boston Sheraton on November 17th. The event page for this year's seminar includes this recap of last November's seminar provided by closing speaker Bob Eccles. Over 150 attended last November, as we continued the success and growth we've experienced since the first seminar in November 2013, when you provided the opening keynote. One of the perspectives I'm working to fill for this year is that of a sizable asset owner. I generally look to non-US asset owners because they are typically further down the curve. They are also a draw because our attendees are not likely to have the opportunity to hear from them locally (just as was the case when you spoke). Last year, Daniel Ingram from the BT Pension scheme filled that role, and was a terrific speaker. <hr /> 3ngfbbxffw3eiaa27urpa5q4l6icn16 931 930 2024-05-24T04:54:40Z Michael 1 1 revision imported 930 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} The response to the seminars has been very gratifying, with overwhelmingly positive feedback from the over 150 investment professionals attending last year's session (we exceeded our capacity of 60 for our first seminar in 2013; we moved to a much larger facility in 2014 and have grown accordingly). Our success is enabling us to further extend our reach into the large potential audience of over 5,500 BSAS members and the wider regional investment community. Mainstreaming Sustainable Investing is our goal and overarching theme. In addition to being the event's tagline. mainstream investment professionals are our target audience, and we have been successful at attracting a wide range of attendees. The attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. <hr /> Mainstreaming Sustainable Investing is our goal and overarching theme, in addition to being the event's tagline. Mainstream investment professionals are our target audience, and we have been successful at attracting a wide range of attendees. The attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. Our success - as reflected in the overwhelmingly positive feedback and growth to over 150 attendees last year - combined with a longer lead time, extends our reach into the large potential audience of over 5,500 BSAS members and the wider regional investment community. The response to the seminars has been very gratifying, with over 150 investment professionals attending last year's session (we exceeded our capacity of 60 for our first seminar in 2013; we moved to a much larger facility in 2014 and have grown accordingly). For background on the seminar, I have attached last November's agenda and a link to the interview with Bob Eccles summarizing the event. <hr /> Mainstreaming Sustainable Investing is our goal and overarching theme, in addition to being the event's tagline. Mainstream investment professionals are our target audience, and we have been successful at attracting a wide range of attendees. The attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. We present large themes and connect those to professional practice - like Bob Litterman's in-depth presentation of climate change as a risk management challenge and the panel on incorporating climate change into portfolio management and construction. We selectively include emerging areas of practice - from green bonds to fiduciary duty. And most importantly, our attendees participate in a conversation including both asset owners and expert practitioners. ESG Integration has become a central topic, and will to continue to grow in importance. Our attendees want to know how to incorporate sustainable investing concepts and practices into their work. Integration is not simply a structural question about overlay vs. integrated resources. Integration themes that could be developed this year include: :- Differences in fundamental and quant environments: :- Sell-side evolution of platforms and products :- Risk management integration Overcoming challenges to longer-term thinking - redefining and aligning long-term goals with shorter-term measurements and incentives The Asset Owner - Asset Manager relationship - Investment professionals always want to hear from their clients and prospective clients. As asset owners incorporate sustainable goals and mandates, how does the relationship evolve? What does the pricing and compensation structure look like? How do we best align incentives? Reporting, Measurement and Metrics - we've evolved from virtually no information in the early days of "responsible" investing to a flood of information. How do we identify, obtain and effectively use material and actionable information? <hr /> Congratulations on joining FCLT to lead its transition to an organization that can advance, not merely advocate for, its central mission. I came across the ideas behind FCLT shortly after organizing the first Boston Security Analysts Society Sustainable Investing seminar in November, 2013, for which Erika Karp provided a keynote. Eric Wetlaufer of CPPIB had supported that effort and then told me about the Barton/Wiseman paper, which so clearly crystallized the ideas behind sustainable investing. I incorporated those ideas into the planning for our 2014 Sustainable Investing seminar (overview attached) as the event doubled in size in its second year. We are now assembling the 4th annual BSAS Sustainable Investing seminar at the Boston Sheraton on November 17th. (The page for this year's event includes this recap of last November's seminar provided by closing speaker Bob Eccles.) The concept of focusing capital on the long-term is central to mainstream sustainable investing and, I believe, the renewal of the investment management profession championed by CFA Institute President Paul Smith. I would like to meet with you to talk about the seminar and the larger long-term effort. I do not have a specific ask at this point - I'm sure you have enough on your plate as you get started - but I would like to make the connection in support of the seminar and the FCLT, and I very much want to be a part of advancing this initiative. <hr /> I'm putting together this year's 4th annual BSAS Sustainable Investing seminar, which will take place at the Boston Sheraton on November 17th. The event page for this year's seminar includes this recap of last November's seminar provided by closing speaker Bob Eccles. Over 150 attended last November, as we continued the success and growth we've experienced since the first seminar in November 2013, when you provided the opening keynote. One of the perspectives I'm working to fill for this year is that of a sizable asset owner. I generally look to non-US asset owners because they are typically further down the curve. They are also a draw because our attendees are not likely to have the opportunity to hear from them locally (just as was the case when you spoke). Last year, Daniel Ingram from the BT Pension scheme filled that role, and was a terrific speaker. <hr /> 3ngfbbxffw3eiaa27urpa5q4l6icn16 0 482 932 2016-12-13T20:52:16Z Greis>Michael 0 932 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-12-13 == Ideas for 2017: '''Christine Chao''' - Hermes EOS - Asia (Korea, Japan, India, China) *Hong Kong Chinese; married a brit How about other asset classes? *Private Equity would be valuable *Private sector has to step it up.... *Trump :*Take stock one year into a bizarre Presidency and a bizarre world *Task force report...out tomorrow... '''Merrill Lynch''' - [[referenced::Anna Snier]] *ML - serious about doing something but not doing much What's the gating factor in Sustainable Investing - Client interest, products or FA knowledge and interest? *Most everyone says '''FA knowledge & interest is the gating factor''' :*Consistent with Anna's presntation What do you want to do? *Help a large firm develop and execute plan to get their client-facing FAs and others effective in SI and its tools :*Work directly with FAs and clients as well *Help a smaller firm build its business :*Develop products and offerings :*Business Development and work with clients *Have a significant impact - cog in the wheel at big bank, but can certainly have impact '''[[Referenced::Merrill Lynch]]''' *Anna can't make it happen, but she's motivated and interested *[[referenced::Andy Shih]] - in charge of distribution at ML; all the FAs report to him :*He gets this and is on board '''[[Referenced::UBS]]''' - [[referenced::Michael Baldinger]] - was RobecoSAM CEO, just joined UBS as head of Sustainable and Responsible Investing *Likely not hiring yet, but happy to make the introduction '''Bob's focus''' *Statement of Material stakeholders :*[[referenced::Atlas Copco]] has issued one :*Partnership with Hermes Equity Ownership Services ([[Referenced::Hermes EOS]]) '''To-Do''' *Send Bob a generic resume with what I've done and what I want to do and he can send that along *Arabesque - he makes the introductions; operational decisions are in the hands of the team :*Has a friend in China he introduced to Arabesque's Asia lead in Singapore....they're going from there :*No particular insights into culture, company (question didn't resonate with him) :*Andy is the guy == 2016-06-27 == Topics: *Seminar Update *Arabesque Opportunity *Other Opportunities - SASB? *Likes agenda and topics *Sarah McPhee would be great - if we can get her :*Go through Jessica *He is committed to a live board meeting in Stockholm on 11/16 - will need to find another closer (or alternate end of day speaker). Working for Arabesque - send him a note with CV and he will set up a conversation with Tarik Salem (CFO & COO), who will be spending more time in the US. == 2016-04-19 == == 2016-04-01 == '''Topic Ideas / Big Ideas''' *SI/ESG Integration *Asset Owner / Asset Manager relationship *What's the pricing structure in an SI world? *Mandate (Mary Shapiro?) Things have become clearer now - even since the November seminar *ESG Integration *Role of the sell-side *Green Bank *Evidence (?) Follow-up with [[involved::George Serafeim]] *His empirical research is excellent *His tenure package is due next April....(does that help or hurt?) '''Possible speakers''' and '''high-level''' resources are in bold below, under their institutions === Investment Firms and related businesses === '''Morgan Stanley''' Dinner last night (3/31) *[[involved::Eva Zlotnicka]] *ESG Integration was a big part of the conversation *Usual suspects present (?) - MFS, BCAM, etc. *Get more information on this? *Concurs with my assessment that so far, not much there there for MS. '''MFS''' *'''[[involved::Carol Geremia]]''' - Possible speaker for a "conversation" with one of her asset owner clients on the asset owner - asset manager relationship *3-5 year investment horizon is a challenge for them in SI - not a complete market cycle *[[involved::Michael Roberge]] - MFS Co-CEO, President & CIO; Past Chair, BSAS (2011-12) '''Merrill Lynch''' *'''[[involved::Anna Snider]]''' - due diligence for all external managers on the ML platform :*Previous conversations with Terence Hunt about the platform *Impact organization '''JP Morgan Chase''' - primarily focused on ethics '''Thomson Reuters''' - Ikon platform *Data (Lic?) for Alpha === Asset owners === '''Swedish Government Pension Funds''' *Bob knows people at AP1, AP3 and AP7 (AP6 does private equity) *Magnus Eriksson - CIO of AP4 - candidate speaker last year through PRI '''Norwegian Government Pension Fund''' - [http://www.nbim.no/ Government Pension Fund Global] *Isabelle Thompsen - Global water risk *Any others at NBIM? === Organizations === '''[http://etikradet.se/?lang=en Ethical Council]''' :*A collaborative venture between the First, Second, Third and Fourth AP Funds to conduct preventative and follow-up work within ethical and environmental aspects of the Funds' investments. :*'''[[involved::John Howchin]] - Secretary-General, (coordinate the company dialogues and investor initiatives supported by the Council, as well as to help the Ethical Council to develop its strategies). '''[http://cecp.co/membership/strategic-investor-initiative.htm Strategic Investor Initiative]''' is a project of '''[http://cecp.co/ CECP]''', the CEO force for good. (See Zotero) *Public launch planned for October - may be useful for the seminar *'''[[involved::Tim Youmans]]''' can help with this. '''[http://www.inc-cap.com Coalition for Inclusive Capitalism]''' *Bob knows '''[[involved::Lynn Forester de Rothschild]]''' ([http://www.inc-cap.com/leadership/ bio]) - founder and CEO and also CEO of E.L. Rothschild *Bob is on the COIC board '''SASB''' - Data Question === Other people/resources === Mentioned during the conversation: *Pete Rosillo?, MSCI - NYSSA *Jessica (?) - Ethical (?) === Follow-up === *Note to Bob that he can send to potential speakers ---- oufvsdgagg37aigfi3cwn5853hpwhgn 933 932 2024-05-24T04:54:40Z Michael 1 1 revision imported 932 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-12-13 == Ideas for 2017: '''Christine Chao''' - Hermes EOS - Asia (Korea, Japan, India, China) *Hong Kong Chinese; married a brit How about other asset classes? *Private Equity would be valuable *Private sector has to step it up.... *Trump :*Take stock one year into a bizarre Presidency and a bizarre world *Task force report...out tomorrow... '''Merrill Lynch''' - [[referenced::Anna Snier]] *ML - serious about doing something but not doing much What's the gating factor in Sustainable Investing - Client interest, products or FA knowledge and interest? *Most everyone says '''FA knowledge & interest is the gating factor''' :*Consistent with Anna's presntation What do you want to do? *Help a large firm develop and execute plan to get their client-facing FAs and others effective in SI and its tools :*Work directly with FAs and clients as well *Help a smaller firm build its business :*Develop products and offerings :*Business Development and work with clients *Have a significant impact - cog in the wheel at big bank, but can certainly have impact '''[[Referenced::Merrill Lynch]]''' *Anna can't make it happen, but she's motivated and interested *[[referenced::Andy Shih]] - in charge of distribution at ML; all the FAs report to him :*He gets this and is on board '''[[Referenced::UBS]]''' - [[referenced::Michael Baldinger]] - was RobecoSAM CEO, just joined UBS as head of Sustainable and Responsible Investing *Likely not hiring yet, but happy to make the introduction '''Bob's focus''' *Statement of Material stakeholders :*[[referenced::Atlas Copco]] has issued one :*Partnership with Hermes Equity Ownership Services ([[Referenced::Hermes EOS]]) '''To-Do''' *Send Bob a generic resume with what I've done and what I want to do and he can send that along *Arabesque - he makes the introductions; operational decisions are in the hands of the team :*Has a friend in China he introduced to Arabesque's Asia lead in Singapore....they're going from there :*No particular insights into culture, company (question didn't resonate with him) :*Andy is the guy == 2016-06-27 == Topics: *Seminar Update *Arabesque Opportunity *Other Opportunities - SASB? *Likes agenda and topics *Sarah McPhee would be great - if we can get her :*Go through Jessica *He is committed to a live board meeting in Stockholm on 11/16 - will need to find another closer (or alternate end of day speaker). Working for Arabesque - send him a note with CV and he will set up a conversation with Tarik Salem (CFO & COO), who will be spending more time in the US. == 2016-04-19 == == 2016-04-01 == '''Topic Ideas / Big Ideas''' *SI/ESG Integration *Asset Owner / Asset Manager relationship *What's the pricing structure in an SI world? *Mandate (Mary Shapiro?) Things have become clearer now - even since the November seminar *ESG Integration *Role of the sell-side *Green Bank *Evidence (?) Follow-up with [[involved::George Serafeim]] *His empirical research is excellent *His tenure package is due next April....(does that help or hurt?) '''Possible speakers''' and '''high-level''' resources are in bold below, under their institutions === Investment Firms and related businesses === '''Morgan Stanley''' Dinner last night (3/31) *[[involved::Eva Zlotnicka]] *ESG Integration was a big part of the conversation *Usual suspects present (?) - MFS, BCAM, etc. *Get more information on this? *Concurs with my assessment that so far, not much there there for MS. '''MFS''' *'''[[involved::Carol Geremia]]''' - Possible speaker for a "conversation" with one of her asset owner clients on the asset owner - asset manager relationship *3-5 year investment horizon is a challenge for them in SI - not a complete market cycle *[[involved::Michael Roberge]] - MFS Co-CEO, President & CIO; Past Chair, BSAS (2011-12) '''Merrill Lynch''' *'''[[involved::Anna Snider]]''' - due diligence for all external managers on the ML platform :*Previous conversations with Terence Hunt about the platform *Impact organization '''JP Morgan Chase''' - primarily focused on ethics '''Thomson Reuters''' - Ikon platform *Data (Lic?) for Alpha === Asset owners === '''Swedish Government Pension Funds''' *Bob knows people at AP1, AP3 and AP7 (AP6 does private equity) *Magnus Eriksson - CIO of AP4 - candidate speaker last year through PRI '''Norwegian Government Pension Fund''' - [http://www.nbim.no/ Government Pension Fund Global] *Isabelle Thompsen - Global water risk *Any others at NBIM? === Organizations === '''[http://etikradet.se/?lang=en Ethical Council]''' :*A collaborative venture between the First, Second, Third and Fourth AP Funds to conduct preventative and follow-up work within ethical and environmental aspects of the Funds' investments. :*'''[[involved::John Howchin]] - Secretary-General, (coordinate the company dialogues and investor initiatives supported by the Council, as well as to help the Ethical Council to develop its strategies). '''[http://cecp.co/membership/strategic-investor-initiative.htm Strategic Investor Initiative]''' is a project of '''[http://cecp.co/ CECP]''', the CEO force for good. (See Zotero) *Public launch planned for October - may be useful for the seminar *'''[[involved::Tim Youmans]]''' can help with this. '''[http://www.inc-cap.com Coalition for Inclusive Capitalism]''' *Bob knows '''[[involved::Lynn Forester de Rothschild]]''' ([http://www.inc-cap.com/leadership/ bio]) - founder and CEO and also CEO of E.L. Rothschild *Bob is on the COIC board '''SASB''' - Data Question === Other people/resources === Mentioned during the conversation: *Pete Rosillo?, MSCI - NYSSA *Jessica (?) - Ethical (?) === Follow-up === *Note to Bob that he can send to potential speakers ---- oufvsdgagg37aigfi3cwn5853hpwhgn 0 483 934 2016-05-13T16:32:32Z Greis>Michael 0 934 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-05-13 == Engagement efforts: *Exxon/Mobil - more support than in the past :*Huge potential liability :*Academics supporting it..... *FSG Task Force :*Could change a lot :*Might have quantitative measures required? :*Global Regulators...saying what they want to see :*SEC *Aviation Initiative :*MIT Lead.... :*Current proposal for market-based measure isn't sufficient - 1% of what it should be .50/ton instead *Paris follow-up :*Transportation - first globally-harmonized emissions price... :*UN not appropriate body to do that :*Aviation and then shipping :*Benchmark....but are there ways to connect (World Bank looking at connections) :*Best Case - governance structure that automatically sets the price for the externality :*Don't expect every venue to *Asset owners making the case :*Intentional endowment network? :*Mats Anderseen :*ERAF - French Philippe DeFoces *Revenue-neutral Carbon Tax *Scientists - social cost of stranded assets *In my talking with investors......WWF.... :*Everyone wants to do it, but how do we do it? :*Hiring hedge funds? :*What metrics? :*Fixed incomes :*Portfolio impact.... :*Allocate 10% of reserves toward sustainable managers ::*Hired generation management ::*Cambridge said redeem from this guy, put it in that guy... ::*So how do we do it? *Commonfund - developed a product to launch; looking for anchor client :*Equity low-carbon :*Outsourced CIO - a portfolio of sustainable managers :*'''Jess Gaspar''' - working on product - reach out to him e8z3vdctiajz07gozh2z51dorpzz86v 935 934 2024-05-24T04:54:40Z Michael 1 1 revision imported 934 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-05-13 == Engagement efforts: *Exxon/Mobil - more support than in the past :*Huge potential liability :*Academics supporting it..... *FSG Task Force :*Could change a lot :*Might have quantitative measures required? :*Global Regulators...saying what they want to see :*SEC *Aviation Initiative :*MIT Lead.... :*Current proposal for market-based measure isn't sufficient - 1% of what it should be .50/ton instead *Paris follow-up :*Transportation - first globally-harmonized emissions price... :*UN not appropriate body to do that :*Aviation and then shipping :*Benchmark....but are there ways to connect (World Bank looking at connections) :*Best Case - governance structure that automatically sets the price for the externality :*Don't expect every venue to *Asset owners making the case :*Intentional endowment network? :*Mats Anderseen :*ERAF - French Philippe DeFoces *Revenue-neutral Carbon Tax *Scientists - social cost of stranded assets *In my talking with investors......WWF.... :*Everyone wants to do it, but how do we do it? :*Hiring hedge funds? :*What metrics? :*Fixed incomes :*Portfolio impact.... :*Allocate 10% of reserves toward sustainable managers ::*Hired generation management ::*Cambridge said redeem from this guy, put it in that guy... ::*So how do we do it? *Commonfund - developed a product to launch; looking for anchor client :*Equity low-carbon :*Outsourced CIO - a portfolio of sustainable managers :*'''Jess Gaspar''' - working on product - reach out to him e8z3vdctiajz07gozh2z51dorpzz86v 0 484 936 2016-10-29T17:22:29Z Greis>Michael 0 936 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} '''{{color|#0000cc|Keynote}}''' {{color||(confirmed)}} :'''John Streur''', President & CEO, Calvert Investments {{OpenHidden|[Notes]}} *Talked with John {{color||2016-07-14}} - provided background, audience and objectives; discussed topics he may cover: :*SEC Concept draft and responses :*Transparency :*Mapping SASB to SDGs :*Calvert objectives and approach to investment and engagement {{CloseHidden}} '''{{color|#0000cc|Products and Platforms}}''' {{color||(confirmed)}} :'''Anna Snider''', Head of Due Diligence, CIO Office, Merrill Lynch *A discussion of the evolution of sustainable investing offerings available in the market, the due diligence undertaken to make products available on major platforms, directions, and issues arising from the huge growth in available offerings. {{OpenHidden|[Notes]}} {{CloseHidden}} '''{{color|#0000cc|The Promise and Peril of Fund Ratings}}''' {{color||(confirmed)}} ::Moderator - '''Anna Snider''' {{color||(confirmed)}} ::'''Noel Friedman''', MSCI {{color||(confirmed)}} ::'''Sarah Smith''', Sustainalytics {{color||(confirmed)}} ::'''Jon Hale''', Morningstar {{color||(confirmed)}} {{OpenHidden|[Notes]}} *Moderator leads conversation with provider representatives on requirements & futures *'''Not''' a marketing pitch and '''not''' a "me-too" roundtable *Substantive discussion of the appropriate role, limitations and future capabilities of fund ratings *Senior product leader level *Noel to represent MSCI 2016-09-01 *Connected with Sarah Cohn - she is following up with Diederik Timmer and Jon Hale. :*Sarah Smith will repreaent Sustainalytics {{CloseHidden}} '''{{color|#a5a5a5|The Evolving Asset Owner - Asset Manager Relationship}}''' {{color||(replaced)}} '''{{color|#a5a5a5|Asset Owner}}''' {{color||(replaced)}} {{OpenHidden|[Notes]}} *Asset owner speaker as in previous years to provide insight on approaches and results from sustainable investing :*Did not have suitable and available candidate *Invited '''Sarah McPhee''' {{color||2016-08-26}} :*recently named chair of AP4; extensive career in risk management, compliance and investment management; senior positions and directorships at multiple firms. *Invited '''Steve Waygood''' through [[involved::Rob Lake]] - Declined {{color||2016-09-01}} :*Rob forwarded to Steve with recommendation. F/U note to Steve; he returns to office {{color||2016-08-30}} :*Note to Rob {{color||2016-08-23}} *Explored (but did not pursue) AP4 CIO '''Mats Andersson''' last year. ::*He is leaving AP4 as of June. Starting own fund? ::*He will be featured on CFAI webinar on {{color||2016-09-06}} ::*Participate in webinar - decide if should pursue him. *'''CDPQ''' *'''Other Canadian fund''' *'''Allianz''' (hard to get, but make connection?)] *'''[https://www.linkedin.com/in/manuellewin Manuel Lewin], Head of Responsible Investment, Zurich Re (NY) :*Insurance industry asset owner perspective incorporating a strong thread of climate change & risk management. :*Mahesh to follow up {{CloseHidden}} '''{{color|#0000cc|A Fresh Perspective on Engagement}}''' {{color||(confirmed)}} :'''George Serafeim''', HBS {{color||(confirmed)}} :'''Sr. Patricia Daly''', Tri-State Coalition for Responsible Investment{{color||(confirmed)}} {{OpenHidden|[Notes]}} George Serafeim: :*Talked with George 2016-06-09 - very excited about participating :*George is about to release a paper on the performance impact of engagement. As we know, he is a leader in academic studies of the impact of material ESG factors on stock price. :*Would like to have George's research serve as an opening for either another speaker or a panel on the latest trends in engagement. Patricia Daly: :*2016-07-08 - Patricia is interested, available on 11/17 and willing to help. Because it falls during the maternity leave of one of her key staff, she needs a few days to confirm. :*Successful and renowned engagement practitioner :*Keys off Serafeim research showing most effective engagements is by religious organizations :*Future directions for engagement Alternate candidates: ::*'''ICCR''' (Noel to research & ID) ::*'''Mike Garland''' - NY City Pension Fund; very active & successful ::*'''Steve Pine''' - Boston Common (prefer asset owner) ::*'''Natasha Lamb''' - hard to get; not asset owner, but very effective ::*'''Deborah Winshel''' - Blackrock head of engagement {{CloseHidden}} '''{{color|#a5a5a5|University Endowment Panel}}''' {{color||(not selected)}} {{OpenHidden|[Notes]}} *Tony Cortese and Georges Dyer of the Intentional Endowments Network have offered to put together a panel for university endowment officers; we will select a topic based on the development of the program. *Find out if '''Amy Jaffe''', UC System, is interested (Georges) *Talk with '''Jameela Pedicini''' (George to contact, Michael to follow-up) *Reconnect ~2016-09-15 :*If "name" participant identified/confirmed, proceed to fill in panel :*If not, consider not having this panel *Call scheduled with George {{color||2016-09-01}} to discuss :*We will identify a topic from among the themes and topics we develop for the seminar. :*IEN will recruit the panel. *Possible topics: :*Given that university endowments should be leaders in SI, why are they laggards? Obstacles? How to overcome? :*Universities have been most active on carbon. Perhaps a good way to include this very important issue, since we did a lot with it last year {{CloseHidden}} '''{{color|#0000cc|Fixed Income Topics - Performance}}''' {{color||(confirmed)}} :'''Andreas Hoepner''', Senior Academic Fellow, PRI and Associate Professor of Finance, ICMA Centre, Henley Business School {{color||(confirmed)}} :'''Pernille Jessen''', Head of Credit, Unipension Denmark {{color||(confirmed)}} {{OpenHidden|[Notes]}} *Call scheduled for Andreas, Rob, Mahesh & Michael - {{color||2016-09-06}} *Michael talked with Pernille Jessen {{color||2016-09-01}} *Andreas Hoepner suggested a fixed income performance panel with several fixed income practitioners *Would be in a similar vein to the performance session he and Stephen Freedman of UBS did last year *Candidates: ::'''Arik BenDor''', Barclays (Noel to follow up) *Michael to contact Andreas, introduce and connect him with Rob & Mahesh :* mention Arik {{CloseHidden}} '''{{color|#0000cc|Quantitative Sustainable Investing}}''' {{color||(confirmed)}} :'''Gareth Davies''' - Columbia Threadneedle (Moderator) {{color||(confirmed)}} :'''Andreas Feiner''' - Arabesque Asset Management {{color||(confirmed)}} :'''Panelist TBC''' - Acadian Asset Management {{color||(confirmed)}} (Michael) ::Asha Mehta, Wes Chan or Laurent DeGreef :'''Quyuen Tran''' - Wellington Management {{color||(confirmed)}} (Noel) {{OpenHidden|[Notes]}} *Confirmed that Ed Kerschner not best fit for quant panel, Jeremy and Joe (at CT) identifying appropriate panelist *Ed Kerschner, if available, will moderate and provide the overview of ESG quant *Panelists will speak to their approaches *Ed will lead a conversation digging into cross-cutting questions (not deep dive into each firm's models). Possible Topics: :*ESG Data Quality in quantitative models :*Is ESG in quant a source of alpha or beta? :*Integration or overlay? Alternates: :'''BMO'''? (Noel) :'''Cadence''' (Noel) Contacts/Candidates: *'''Andreas Feiner''' - Arabesque (awaiting response) *'''Asha Mehta''' - Acadian *'''Mahesh Jayakumar''' - will follow up inside SSgA *'''GMO'''? *An overview and/or panel on quantitative approaches to sustainable investing *Panel of practitioners discussing their approaches and the future of the field {{CloseHidden}} '''{{color|#0000cc|Long Term Investing and Systemic Impacts}}''' {{color||(confirmed)}} :'''[[contributed to::Steve Lydenberg]]''', The Investment Integration Project (TIIP) {{color||(confirmed)}} :'''[[contributed to::Tim Youmans]]''', CECP's Strategic Investor Initiative''' ([[contributed to::SII]]) {{color||(confirmed)}} {{OpenHidden|[Notes]}} *Working lunch session - Steve, MJG and Tim Youmans - {{color||2016-08-29}} :*Developed themes and ideas - Steve & Tim to work on one paragraph overview (will have to follow up with them) :*Steve to talk about what Investors mean and look for in long-term investing - investment belief statement examples :*Tim to talk about what Companies mean and look for in long-term investing {{CloseHidden}} '''{{color|#0000cc|Closing Session - Focusing Capital for the Long Term}}''' {{color||(confirmed)}} :*'''[[contributed to::Sarah Williamson]]''', CEO, Focusing Capital on the Long Term {{OpenHidden|[Notes]}} *MJG invited Sarah 2016-08-30 - she is very comfortable as she has two years of work to draw on :*September event in NY - Conversation among the six founders (Sarah will moderate) ::*Dominic Barton, Mark Wiseman, Larry Fink?, Vanguard CEO?, Dow, Tata ::*What about (new CPPIB CEO?), (new McKinsey Managing Partner?) {{CloseHidden}} <br /><br /> <hr /> '''{{color|#0000cc|[[BSAS/Sustainable Investing 2016/SASB Workshop|SASB Workshop]]}}''' '''{{color|#0000cc|Other Seminar Elements}}''' {{OpenHidden|[Notes]}} {{CloseHidden}} 5vwpnxz0syodyiurdq0ivoyw404j1n3 937 936 2024-05-24T04:54:40Z Michael 1 1 revision imported 936 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} '''{{color|#0000cc|Keynote}}''' {{color||(confirmed)}} :'''John Streur''', President & CEO, Calvert Investments {{OpenHidden|[Notes]}} *Talked with John {{color||2016-07-14}} - provided background, audience and objectives; discussed topics he may cover: :*SEC Concept draft and responses :*Transparency :*Mapping SASB to SDGs :*Calvert objectives and approach to investment and engagement {{CloseHidden}} '''{{color|#0000cc|Products and Platforms}}''' {{color||(confirmed)}} :'''Anna Snider''', Head of Due Diligence, CIO Office, Merrill Lynch *A discussion of the evolution of sustainable investing offerings available in the market, the due diligence undertaken to make products available on major platforms, directions, and issues arising from the huge growth in available offerings. {{OpenHidden|[Notes]}} {{CloseHidden}} '''{{color|#0000cc|The Promise and Peril of Fund Ratings}}''' {{color||(confirmed)}} ::Moderator - '''Anna Snider''' {{color||(confirmed)}} ::'''Noel Friedman''', MSCI {{color||(confirmed)}} ::'''Sarah Smith''', Sustainalytics {{color||(confirmed)}} ::'''Jon Hale''', Morningstar {{color||(confirmed)}} {{OpenHidden|[Notes]}} *Moderator leads conversation with provider representatives on requirements & futures *'''Not''' a marketing pitch and '''not''' a "me-too" roundtable *Substantive discussion of the appropriate role, limitations and future capabilities of fund ratings *Senior product leader level *Noel to represent MSCI 2016-09-01 *Connected with Sarah Cohn - she is following up with Diederik Timmer and Jon Hale. :*Sarah Smith will repreaent Sustainalytics {{CloseHidden}} '''{{color|#a5a5a5|The Evolving Asset Owner - Asset Manager Relationship}}''' {{color||(replaced)}} '''{{color|#a5a5a5|Asset Owner}}''' {{color||(replaced)}} {{OpenHidden|[Notes]}} *Asset owner speaker as in previous years to provide insight on approaches and results from sustainable investing :*Did not have suitable and available candidate *Invited '''Sarah McPhee''' {{color||2016-08-26}} :*recently named chair of AP4; extensive career in risk management, compliance and investment management; senior positions and directorships at multiple firms. *Invited '''Steve Waygood''' through [[involved::Rob Lake]] - Declined {{color||2016-09-01}} :*Rob forwarded to Steve with recommendation. F/U note to Steve; he returns to office {{color||2016-08-30}} :*Note to Rob {{color||2016-08-23}} *Explored (but did not pursue) AP4 CIO '''Mats Andersson''' last year. ::*He is leaving AP4 as of June. Starting own fund? ::*He will be featured on CFAI webinar on {{color||2016-09-06}} ::*Participate in webinar - decide if should pursue him. *'''CDPQ''' *'''Other Canadian fund''' *'''Allianz''' (hard to get, but make connection?)] *'''[https://www.linkedin.com/in/manuellewin Manuel Lewin], Head of Responsible Investment, Zurich Re (NY) :*Insurance industry asset owner perspective incorporating a strong thread of climate change & risk management. :*Mahesh to follow up {{CloseHidden}} '''{{color|#0000cc|A Fresh Perspective on Engagement}}''' {{color||(confirmed)}} :'''George Serafeim''', HBS {{color||(confirmed)}} :'''Sr. Patricia Daly''', Tri-State Coalition for Responsible Investment{{color||(confirmed)}} {{OpenHidden|[Notes]}} George Serafeim: :*Talked with George 2016-06-09 - very excited about participating :*George is about to release a paper on the performance impact of engagement. As we know, he is a leader in academic studies of the impact of material ESG factors on stock price. :*Would like to have George's research serve as an opening for either another speaker or a panel on the latest trends in engagement. Patricia Daly: :*2016-07-08 - Patricia is interested, available on 11/17 and willing to help. Because it falls during the maternity leave of one of her key staff, she needs a few days to confirm. :*Successful and renowned engagement practitioner :*Keys off Serafeim research showing most effective engagements is by religious organizations :*Future directions for engagement Alternate candidates: ::*'''ICCR''' (Noel to research & ID) ::*'''Mike Garland''' - NY City Pension Fund; very active & successful ::*'''Steve Pine''' - Boston Common (prefer asset owner) ::*'''Natasha Lamb''' - hard to get; not asset owner, but very effective ::*'''Deborah Winshel''' - Blackrock head of engagement {{CloseHidden}} '''{{color|#a5a5a5|University Endowment Panel}}''' {{color||(not selected)}} {{OpenHidden|[Notes]}} *Tony Cortese and Georges Dyer of the Intentional Endowments Network have offered to put together a panel for university endowment officers; we will select a topic based on the development of the program. *Find out if '''Amy Jaffe''', UC System, is interested (Georges) *Talk with '''Jameela Pedicini''' (George to contact, Michael to follow-up) *Reconnect ~2016-09-15 :*If "name" participant identified/confirmed, proceed to fill in panel :*If not, consider not having this panel *Call scheduled with George {{color||2016-09-01}} to discuss :*We will identify a topic from among the themes and topics we develop for the seminar. :*IEN will recruit the panel. *Possible topics: :*Given that university endowments should be leaders in SI, why are they laggards? Obstacles? How to overcome? :*Universities have been most active on carbon. Perhaps a good way to include this very important issue, since we did a lot with it last year {{CloseHidden}} '''{{color|#0000cc|Fixed Income Topics - Performance}}''' {{color||(confirmed)}} :'''Andreas Hoepner''', Senior Academic Fellow, PRI and Associate Professor of Finance, ICMA Centre, Henley Business School {{color||(confirmed)}} :'''Pernille Jessen''', Head of Credit, Unipension Denmark {{color||(confirmed)}} {{OpenHidden|[Notes]}} *Call scheduled for Andreas, Rob, Mahesh & Michael - {{color||2016-09-06}} *Michael talked with Pernille Jessen {{color||2016-09-01}} *Andreas Hoepner suggested a fixed income performance panel with several fixed income practitioners *Would be in a similar vein to the performance session he and Stephen Freedman of UBS did last year *Candidates: ::'''Arik BenDor''', Barclays (Noel to follow up) *Michael to contact Andreas, introduce and connect him with Rob & Mahesh :* mention Arik {{CloseHidden}} '''{{color|#0000cc|Quantitative Sustainable Investing}}''' {{color||(confirmed)}} :'''Gareth Davies''' - Columbia Threadneedle (Moderator) {{color||(confirmed)}} :'''Andreas Feiner''' - Arabesque Asset Management {{color||(confirmed)}} :'''Panelist TBC''' - Acadian Asset Management {{color||(confirmed)}} (Michael) ::Asha Mehta, Wes Chan or Laurent DeGreef :'''Quyuen Tran''' - Wellington Management {{color||(confirmed)}} (Noel) {{OpenHidden|[Notes]}} *Confirmed that Ed Kerschner not best fit for quant panel, Jeremy and Joe (at CT) identifying appropriate panelist *Ed Kerschner, if available, will moderate and provide the overview of ESG quant *Panelists will speak to their approaches *Ed will lead a conversation digging into cross-cutting questions (not deep dive into each firm's models). Possible Topics: :*ESG Data Quality in quantitative models :*Is ESG in quant a source of alpha or beta? :*Integration or overlay? Alternates: :'''BMO'''? (Noel) :'''Cadence''' (Noel) Contacts/Candidates: *'''Andreas Feiner''' - Arabesque (awaiting response) *'''Asha Mehta''' - Acadian *'''Mahesh Jayakumar''' - will follow up inside SSgA *'''GMO'''? *An overview and/or panel on quantitative approaches to sustainable investing *Panel of practitioners discussing their approaches and the future of the field {{CloseHidden}} '''{{color|#0000cc|Long Term Investing and Systemic Impacts}}''' {{color||(confirmed)}} :'''[[contributed to::Steve Lydenberg]]''', The Investment Integration Project (TIIP) {{color||(confirmed)}} :'''[[contributed to::Tim Youmans]]''', CECP's Strategic Investor Initiative''' ([[contributed to::SII]]) {{color||(confirmed)}} {{OpenHidden|[Notes]}} *Working lunch session - Steve, MJG and Tim Youmans - {{color||2016-08-29}} :*Developed themes and ideas - Steve & Tim to work on one paragraph overview (will have to follow up with them) :*Steve to talk about what Investors mean and look for in long-term investing - investment belief statement examples :*Tim to talk about what Companies mean and look for in long-term investing {{CloseHidden}} '''{{color|#0000cc|Closing Session - Focusing Capital for the Long Term}}''' {{color||(confirmed)}} :*'''[[contributed to::Sarah Williamson]]''', CEO, Focusing Capital on the Long Term {{OpenHidden|[Notes]}} *MJG invited Sarah 2016-08-30 - she is very comfortable as she has two years of work to draw on :*September event in NY - Conversation among the six founders (Sarah will moderate) ::*Dominic Barton, Mark Wiseman, Larry Fink?, Vanguard CEO?, Dow, Tata ::*What about (new CPPIB CEO?), (new McKinsey Managing Partner?) {{CloseHidden}} <br /><br /> <hr /> '''{{color|#0000cc|[[BSAS/Sustainable Investing 2016/SASB Workshop|SASB Workshop]]}}''' '''{{color|#0000cc|Other Seminar Elements}}''' {{OpenHidden|[Notes]}} {{CloseHidden}} 5vwpnxz0syodyiurdq0ivoyw404j1n3 0 485 938 2016-08-30T19:13:27Z Greis>Michael 0 938 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Sections below contain archived information - notes, ideas, interim updates - from the agenda development process. Each potential session has its own section (even those that did not make the final agenda == Keynote == '''{{color|#0000cc|Keynote}}''' {{color||(confirmed)}} :'''John Streur''', President & CEO, Calvert Investments *Talked with John {{color||2016-07-14}} - provided background, audience and objectives; discussed topics he may cover: :*SEC Concept draft and responses :*Transparency :*Mapping SASB to SDGs :*Calvert objectives and approach to investment and engagement *'''Lynn Stout''' - we weren't able to work out the schedule so that she could do both the seminar and an invited talk for BC. Doing both would have justified the trip & time away from Cornell during the semester. == Products and Platforms == '''{{color|#0000cc|Products and Platforms}}''' {{color||(confirmed)}} :'''Anna Snider''', Head of Due Diligence, CIO Office, Merrill Lynch *A discussion of the evolution of sustainable investing offerings available in the market, the due diligence undertaken to make products available on major platforms, directions, and issues arising from the huge growth in available offerings. == The Promise and Peril of Fund Ratings == '''{{color|#0000cc|The Promise and Peril of Fund Ratings}}''' {{color||(in process)}} ::Moderator - '''Anna Snider''' {{color||(confirmed)}} ::MSCI {{color||Noel following up}} ::'''Diederik Timmer''', Sustainalytics {{color||(invited)}} ::'''Jon Hale''', Morningstar {{color||(invited)}} ::Additional provider? *Moderator leads conversation with provider representatives on requirements & futures *'''Not''' a marketing pitch and '''not''' a "me-too" roundtable *Substantive discussion of the appropriate role, limitations and future capabilities of fund ratings *Senior product leader level *Connectted with Sarah Cohn - she is following up with Diederik and Jon. == The Evolving Asset Owner - Asset Manager Relationship == '''{{color|#0000cc|The Evolving Asset Owner - Asset Manager Relationship}}''' {{color||(to be replaced)}} :'''Carol Geremia''', Co-Head of Global Distribution at MFS (now unavailable/travel) :'''Asset Owner(s)''', TBD with Carol whether we want to do a linked session *Carol now has a conflict with travel. MFS suggested Mike Cantara. Good speaker, but not the role we need. Will follow up to thank them. *'''[[involved::Michael McHugh]]''' (MFS Institutional Marketing) coordinating follow up. MFS a sponsor candidate. *Note to Carol to schedule call {{color||2016-07-26}} *Bob confirmed Carol's participation {{color||2016-07-14}} *Request for contact through '''[[involved::Bob Parsons]]''' at MFS {{color||2016-07-06}} *Follow-up invitation {{color||2016-06-27}} *Loop in Rob Wilson *Bob Eccles suggested Carol to lead a conversation on this topic with an asset owner (or two) == Asset Owner == '''{{color|#0000cc|Asset Owner}}''' {{color||(in process)}} *Asset owner speaker as in previous years to provide insight on approaches and results from sustainable investing *Could be paired with or joined to Asset Owner/Asset Manager conversation *Invited '''Sarah McPhee''' {{color||2016-08-26}} :*recently named chair of AP4; extensive career in risk management, compliance and investment management; senior positions and directorships at multiple firms. *Invited to '''Steve Waygood''' through [[involved::Rob Lake]] :*Rob forwarded to Steve with recommendation. F/U note to Steve; he returns to office {{color||2016-08-30}} :*Note to Rob {{color||2016-08-23}} *Explored (but did not pursue) AP4 CIO '''Mats Andersson''' last year. ::*He is leaving AP4 as of June. Starting own fund? ::*He will be featured on CFAI webinar on {{color||2016-09-06}} *'''CDPQ''' *'''Other Canadian fund''' *'''Allianz''' (hard to get, but make connection?)] *'''[https://www.linkedin.com/in/manuellewin Manuel Lewin], Head of Responsible Investment, Zurich Re (NY) :*Insurance industry asset owner perspective incorporating a strong thread of climate change & risk management. :*Mahesh to follow up == A Fresh Perspective on Engagement == '''{{color|#0000cc|A Fresh Perspective on Engagement}}''' :'''George Serafeim''', HBS {{color||(confirmed)}} :'''Sr. Patricia Daly''', Tri-State Coalition for Responsible Investment{{color||(awaiting confirmation)}} George Serafeim: :*Talked with George 2016-06-09 - very excited about participating :*George is about to release a paper on the performance impact of engagement. As we know, he is a leader in academic studies of the impact of material ESG factors on stock price. :*Would like to have George's research serve as an opening for either another speaker or a panel on the latest trends in engagement. Patricia Daly: :*2016-07-08 - Patricia is interested, available on 11/17 and willing to help. Because it falls during the maternity leave of one of her key staff, she needs a few days to confirm. :*Successful and renowned engagement practitioner :*Keys off Serafeim research showing most effective engagements is by religious organizations :*Future directions for engagement Alternate candidates: ::*'''ICCR''' (Noel to research & ID) ::*'''Mike Garland''' - NY City Pension Fund; very active & successful ::*'''Steve Pine''' - Boston Common (prefer asset owner) ::*'''Natasha Lamb''' - hard to get; not asset owner, but very effective ::*'''Deborah Winshel''' - Blackrock head of engagement == University Endowment Panel == '''{{color|#0000cc|University Endowment Panel}}''' {{color||(in process)}} *Tony Cortese and Georges Dyer of the Intentional Endowments Network have offered to put together a panel for university endowment officers; we will select a topic based on the development of the program. *Call scheduled with George {{color||2016-09-01}} to discuss *We will identify a topic from among the themes and topics we develop for the seminar. *IEN will recruit the panel. *Possible topics: :*Given that university endowments should be leaders in SI, why are they laggards? Obstacles? How to overcome? :*Universities have been most active on carbon. Perhaps a good way to include this very important issue, since we did a lot with it last year *Katherine G? at Stanford - suggested by Noel == Fixed Income Topics - Performance == '''{{color|#0000cc|Fixed Income Topics - Performance?}}''' {{color||(in process)}} *Andreas Hoepner suggested a fixed income performance panel with several fixed income practitioners *Would be in a similar vein to the performance session he and Stephen Freedman of UBS did last year *Rob scheduling call with Andreas, Rob & Mahesh - target {{color||2016-09-06}} *Michael talking with Pernille Jessen {{color||2016-09-01}} *Candidates: ::'''Arik BenDor''', Barclays (Noel to follow up) *Michael to contact Andreas, introduce and connect him with Rob & Mahesh :* mention Arik == Quantitative Sustainable Investing == '''{{color|#0000cc|Quantitative Sustainable Investing}}''' {{color||(in process)}} *An overview and/or panel on quantitative approaches to sustainable investing *Panel of practitioners discussing their approaches and the future of the field? Contacts/Candidates: *'''Andreas Feiner''' - Arabesque (awaiting response) *'''Asha Mehta''' - Acadian *'''Mahesh Jayakumar''' - will follow up inside SSgA *'''GMO'''? == Long Term Investing and Systemic Impacts == '''{{color|#0000cc|Long Term Investing and Systemic Impacts}}''' :'''Steve Lydenberg''', The Investment Integration Project (TIIP) {{color||(confirmed)}} :'''Tim Youmans''', CECP's Strategic Investor Initiative''' ([[contributed to::SII]]) {{color||(confirmed)}} *CECP is a coalition of more than 150 CEOs of the world's largest companies. *CECP's SII seeks to catalyze relationships between CEOs and investors to promote long-term investing and value creation. *The SII will be publicly launched this fall accompanied by a white paper describing its role within the larger sustainable investing movement. *TIIP is holding a second convening the last week of July. It will be in California with large investors. *I have talked with '''Tim Youmans''' of HBS, who is staffing the SII launch and '''Steve Lydenberg''' about putting together a panel on longer term investing and system impacts, drawing for the work SII and TIIP are doing. *'''Follow-up''' with Steve & Tim after Steve's TIIP session on the west coast in July (week of 8/8) *Planned working lunch session - Steve, MJG and Tim Youmans - {{color||2016-08-29}} == Closing Session - Focusing Capital for the Long Term == '''{{color|#0000cc|Closing Session - Focusing Capital for the Long Term}}''' {{color||(confirmed)}} :*[[contributed to::Sarah Williamson]], CEO, Focusing Capital on the Long Term *Closing keynote or wrap-up, as '''Bob Eccles''' did last year *:'''Bob Eccles''' - was willing to close as he did last year, but as of {{color||2016-06-03}} has a board meeting in Stockholm on 11/16, so he cannot be there. *Possible video link to allow Bob to participate? :*I've been talking with Bob along the way; he is enthusiastic about the developing program and knows much of the work and many of the potential speakers, so he might be able to contribute at a distance. *Otherwise, do we aim for a "must see" closing keynote? (Higher risk...and harder to accomplish) <hr /> 1n5bemgxfh3767s0zned7bo6uysbhp2 939 938 2024-05-24T04:54:40Z Michael 1 1 revision imported 938 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Sections below contain archived information - notes, ideas, interim updates - from the agenda development process. Each potential session has its own section (even those that did not make the final agenda == Keynote == '''{{color|#0000cc|Keynote}}''' {{color||(confirmed)}} :'''John Streur''', President & CEO, Calvert Investments *Talked with John {{color||2016-07-14}} - provided background, audience and objectives; discussed topics he may cover: :*SEC Concept draft and responses :*Transparency :*Mapping SASB to SDGs :*Calvert objectives and approach to investment and engagement *'''Lynn Stout''' - we weren't able to work out the schedule so that she could do both the seminar and an invited talk for BC. Doing both would have justified the trip & time away from Cornell during the semester. == Products and Platforms == '''{{color|#0000cc|Products and Platforms}}''' {{color||(confirmed)}} :'''Anna Snider''', Head of Due Diligence, CIO Office, Merrill Lynch *A discussion of the evolution of sustainable investing offerings available in the market, the due diligence undertaken to make products available on major platforms, directions, and issues arising from the huge growth in available offerings. == The Promise and Peril of Fund Ratings == '''{{color|#0000cc|The Promise and Peril of Fund Ratings}}''' {{color||(in process)}} ::Moderator - '''Anna Snider''' {{color||(confirmed)}} ::MSCI {{color||Noel following up}} ::'''Diederik Timmer''', Sustainalytics {{color||(invited)}} ::'''Jon Hale''', Morningstar {{color||(invited)}} ::Additional provider? *Moderator leads conversation with provider representatives on requirements & futures *'''Not''' a marketing pitch and '''not''' a "me-too" roundtable *Substantive discussion of the appropriate role, limitations and future capabilities of fund ratings *Senior product leader level *Connectted with Sarah Cohn - she is following up with Diederik and Jon. == The Evolving Asset Owner - Asset Manager Relationship == '''{{color|#0000cc|The Evolving Asset Owner - Asset Manager Relationship}}''' {{color||(to be replaced)}} :'''Carol Geremia''', Co-Head of Global Distribution at MFS (now unavailable/travel) :'''Asset Owner(s)''', TBD with Carol whether we want to do a linked session *Carol now has a conflict with travel. MFS suggested Mike Cantara. Good speaker, but not the role we need. Will follow up to thank them. *'''[[involved::Michael McHugh]]''' (MFS Institutional Marketing) coordinating follow up. MFS a sponsor candidate. *Note to Carol to schedule call {{color||2016-07-26}} *Bob confirmed Carol's participation {{color||2016-07-14}} *Request for contact through '''[[involved::Bob Parsons]]''' at MFS {{color||2016-07-06}} *Follow-up invitation {{color||2016-06-27}} *Loop in Rob Wilson *Bob Eccles suggested Carol to lead a conversation on this topic with an asset owner (or two) == Asset Owner == '''{{color|#0000cc|Asset Owner}}''' {{color||(in process)}} *Asset owner speaker as in previous years to provide insight on approaches and results from sustainable investing *Could be paired with or joined to Asset Owner/Asset Manager conversation *Invited '''Sarah McPhee''' {{color||2016-08-26}} :*recently named chair of AP4; extensive career in risk management, compliance and investment management; senior positions and directorships at multiple firms. *Invited to '''Steve Waygood''' through [[involved::Rob Lake]] :*Rob forwarded to Steve with recommendation. F/U note to Steve; he returns to office {{color||2016-08-30}} :*Note to Rob {{color||2016-08-23}} *Explored (but did not pursue) AP4 CIO '''Mats Andersson''' last year. ::*He is leaving AP4 as of June. Starting own fund? ::*He will be featured on CFAI webinar on {{color||2016-09-06}} *'''CDPQ''' *'''Other Canadian fund''' *'''Allianz''' (hard to get, but make connection?)] *'''[https://www.linkedin.com/in/manuellewin Manuel Lewin], Head of Responsible Investment, Zurich Re (NY) :*Insurance industry asset owner perspective incorporating a strong thread of climate change & risk management. :*Mahesh to follow up == A Fresh Perspective on Engagement == '''{{color|#0000cc|A Fresh Perspective on Engagement}}''' :'''George Serafeim''', HBS {{color||(confirmed)}} :'''Sr. Patricia Daly''', Tri-State Coalition for Responsible Investment{{color||(awaiting confirmation)}} George Serafeim: :*Talked with George 2016-06-09 - very excited about participating :*George is about to release a paper on the performance impact of engagement. As we know, he is a leader in academic studies of the impact of material ESG factors on stock price. :*Would like to have George's research serve as an opening for either another speaker or a panel on the latest trends in engagement. Patricia Daly: :*2016-07-08 - Patricia is interested, available on 11/17 and willing to help. Because it falls during the maternity leave of one of her key staff, she needs a few days to confirm. :*Successful and renowned engagement practitioner :*Keys off Serafeim research showing most effective engagements is by religious organizations :*Future directions for engagement Alternate candidates: ::*'''ICCR''' (Noel to research & ID) ::*'''Mike Garland''' - NY City Pension Fund; very active & successful ::*'''Steve Pine''' - Boston Common (prefer asset owner) ::*'''Natasha Lamb''' - hard to get; not asset owner, but very effective ::*'''Deborah Winshel''' - Blackrock head of engagement == University Endowment Panel == '''{{color|#0000cc|University Endowment Panel}}''' {{color||(in process)}} *Tony Cortese and Georges Dyer of the Intentional Endowments Network have offered to put together a panel for university endowment officers; we will select a topic based on the development of the program. *Call scheduled with George {{color||2016-09-01}} to discuss *We will identify a topic from among the themes and topics we develop for the seminar. *IEN will recruit the panel. *Possible topics: :*Given that university endowments should be leaders in SI, why are they laggards? Obstacles? How to overcome? :*Universities have been most active on carbon. Perhaps a good way to include this very important issue, since we did a lot with it last year *Katherine G? at Stanford - suggested by Noel == Fixed Income Topics - Performance == '''{{color|#0000cc|Fixed Income Topics - Performance?}}''' {{color||(in process)}} *Andreas Hoepner suggested a fixed income performance panel with several fixed income practitioners *Would be in a similar vein to the performance session he and Stephen Freedman of UBS did last year *Rob scheduling call with Andreas, Rob & Mahesh - target {{color||2016-09-06}} *Michael talking with Pernille Jessen {{color||2016-09-01}} *Candidates: ::'''Arik BenDor''', Barclays (Noel to follow up) *Michael to contact Andreas, introduce and connect him with Rob & Mahesh :* mention Arik == Quantitative Sustainable Investing == '''{{color|#0000cc|Quantitative Sustainable Investing}}''' {{color||(in process)}} *An overview and/or panel on quantitative approaches to sustainable investing *Panel of practitioners discussing their approaches and the future of the field? Contacts/Candidates: *'''Andreas Feiner''' - Arabesque (awaiting response) *'''Asha Mehta''' - Acadian *'''Mahesh Jayakumar''' - will follow up inside SSgA *'''GMO'''? == Long Term Investing and Systemic Impacts == '''{{color|#0000cc|Long Term Investing and Systemic Impacts}}''' :'''Steve Lydenberg''', The Investment Integration Project (TIIP) {{color||(confirmed)}} :'''Tim Youmans''', CECP's Strategic Investor Initiative''' ([[contributed to::SII]]) {{color||(confirmed)}} *CECP is a coalition of more than 150 CEOs of the world's largest companies. *CECP's SII seeks to catalyze relationships between CEOs and investors to promote long-term investing and value creation. *The SII will be publicly launched this fall accompanied by a white paper describing its role within the larger sustainable investing movement. *TIIP is holding a second convening the last week of July. It will be in California with large investors. *I have talked with '''Tim Youmans''' of HBS, who is staffing the SII launch and '''Steve Lydenberg''' about putting together a panel on longer term investing and system impacts, drawing for the work SII and TIIP are doing. *'''Follow-up''' with Steve & Tim after Steve's TIIP session on the west coast in July (week of 8/8) *Planned working lunch session - Steve, MJG and Tim Youmans - {{color||2016-08-29}} == Closing Session - Focusing Capital for the Long Term == '''{{color|#0000cc|Closing Session - Focusing Capital for the Long Term}}''' {{color||(confirmed)}} :*[[contributed to::Sarah Williamson]], CEO, Focusing Capital on the Long Term *Closing keynote or wrap-up, as '''Bob Eccles''' did last year *:'''Bob Eccles''' - was willing to close as he did last year, but as of {{color||2016-06-03}} has a board meeting in Stockholm on 11/16, so he cannot be there. *Possible video link to allow Bob to participate? :*I've been talking with Bob along the way; he is enthusiastic about the developing program and knows much of the work and many of the potential speakers, so he might be able to contribute at a distance. *Otherwise, do we aim for a "must see" closing keynote? (Higher risk...and harder to accomplish) <hr /> 1n5bemgxfh3767s0zned7bo6uysbhp2 0 486 940 2016-09-01T18:37:13Z Greis>Michael 0 Michael moved page [[BSAS/Sustainable Investing 2016/George Dyer]] to [[BSAS/Sustainable Investing 2016/Georges Dyer]] without leaving a redirect 940 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-09-01 == Call with Georges Dyer to discuss topic, structure and target participants for panel. Updates: *Great forum in SF last week :*Financial performance, fiduciary duty (less than in past), what others are doing :*Group was largely from the CalState session - 23 campuses, all with own foundations plus system office :*Trustees, development staff *Had CIO of UC system - very different :*they do everything centrally - $100 billion *Planning for Chicago forum Ideas on local schools who may be interested *Becker College - 100% impact (small) :*Paul Hermann working with them *Williams All over the map.... *Many schools grappling with what this is and what it's about :*Translate to IPS and action *How do the strategies perform *How does this relate the societal and academic mission? *Investment committee and board level discussions.... *Transparency is an emerging theme - how UC systems is approaching it.... :* Ideal - group of trustees & CIO - all along the spectrum *What are the questions and issues they grapple with? What do they need answers to?: Noel *Aim for the larger endowments *Williams? U of ME started down the path *Stanford, UC, Washington * Best choices from their network *'''Amy Jaffee''' - UC system sustainable investor $12B :*Broad...can talk to many things.... :*SI framework......public and internal guide :*Assessment and engagements with groups..... :*Evaluating how they will become more active onwners....earlier in that Proposed: *A leader as the centerpiece *Fill in with others at earlier stages in the journey - discuss challenges and the road ahead *The audience comes away with an understanding that they can use with clients all along the spectrum Next steps: *Gauge Amy Jaffee's interest in participating, and solicit ideas on the session topic and other speakers ('''Georges''') :*Send Georges session blurb/overview for Amy ('''Michael''') *Set up call with Jameela Pedicini - get her ideas and any suggestions for speakers; consider whether she would be willing to participate :*'''Georges''' to e-mail Jameela; '''Michael''' to do follow-up and call *Circle back in a couple of weeks - if have ID'd/confirmed a "leader" speaker, proceed with IDing and inviting others; if not, re-assess *Consultants - Cambridge (Tom Mitchell - work with IEN) *Alice Donacello (Prime Buchholz) *New team member - Jackie - joined last week 5ckiutx6a2evkfwb2dsb8exdwc3uf3k 941 940 2024-05-24T04:54:40Z Michael 1 1 revision imported 940 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-09-01 == Call with Georges Dyer to discuss topic, structure and target participants for panel. Updates: *Great forum in SF last week :*Financial performance, fiduciary duty (less than in past), what others are doing :*Group was largely from the CalState session - 23 campuses, all with own foundations plus system office :*Trustees, development staff *Had CIO of UC system - very different :*they do everything centrally - $100 billion *Planning for Chicago forum Ideas on local schools who may be interested *Becker College - 100% impact (small) :*Paul Hermann working with them *Williams All over the map.... *Many schools grappling with what this is and what it's about :*Translate to IPS and action *How do the strategies perform *How does this relate the societal and academic mission? *Investment committee and board level discussions.... *Transparency is an emerging theme - how UC systems is approaching it.... :* Ideal - group of trustees & CIO - all along the spectrum *What are the questions and issues they grapple with? What do they need answers to?: Noel *Aim for the larger endowments *Williams? U of ME started down the path *Stanford, UC, Washington * Best choices from their network *'''Amy Jaffee''' - UC system sustainable investor $12B :*Broad...can talk to many things.... :*SI framework......public and internal guide :*Assessment and engagements with groups..... :*Evaluating how they will become more active onwners....earlier in that Proposed: *A leader as the centerpiece *Fill in with others at earlier stages in the journey - discuss challenges and the road ahead *The audience comes away with an understanding that they can use with clients all along the spectrum Next steps: *Gauge Amy Jaffee's interest in participating, and solicit ideas on the session topic and other speakers ('''Georges''') :*Send Georges session blurb/overview for Amy ('''Michael''') *Set up call with Jameela Pedicini - get her ideas and any suggestions for speakers; consider whether she would be willing to participate :*'''Georges''' to e-mail Jameela; '''Michael''' to do follow-up and call *Circle back in a couple of weeks - if have ID'd/confirmed a "leader" speaker, proceed with IDing and inviting others; if not, re-assess *Consultants - Cambridge (Tom Mitchell - work with IEN) *Alice Donacello (Prime Buchholz) *New team member - Jackie - joined last week 5ckiutx6a2evkfwb2dsb8exdwc3uf3k 0 487 942 2016-03-22T03:33:37Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Potential speakers == '''Lynn Sto..." 942 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Potential speakers == '''Lynn Stout''' is the author of The Shareholder Value Myth, a professor of Law at Cornell University and a member of the CFA Institute Board of Governors. (Some may remember the talk that she gave at BSAS several years ago.) Lynn has also advocated incorporation of ESG issues into the CFA curriculum. == Asset Owners - IEN Panel == The '''Intentional Endowments Network''' grew out of a 2014 gathering of college & university endowments organized by Anthony Cortese. The IEN was recently formalized as an organization to help mission driven organizations "align their endowment investment practices with their mission, values, and sustainability goals without sacrificing financial returns". The IEN has 77 founding members. I talked with IEN about possible collaborations. '''They are willing to organize an asset owners panel from among their members for our seminar. They would construct and invite the panel based on themes we develop for this year's event.''' == Performance == '''Andreas Hoepner''' - was very impressed with our event - one of the best he's seen. He is willing to work with us to help develop performance topics for this year's event. '''ESG Smart Beta''': quo vadis? *I know this topic is high on BlackRock's agenda and inviting them to speak alongside Deutsche and maybe a European leader such as Amundi, Robeco or Sarasin could have a lot of appeal to the audience *May be a way to encourage/solicit a more significant Blackrock participation '''ESG return/risk opportunities in a Fixed Income financial data science laboratory''' *(30min presentation): *I could present here jointly with an asset manager like last year on equities showing where one can enhance returns or reduce risk in the fixed income space ---- d830cl64umhjn9vntb1ommpkpxutcpz 943 942 2024-05-24T04:54:40Z Michael 1 1 revision imported 942 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Potential speakers == '''Lynn Stout''' is the author of The Shareholder Value Myth, a professor of Law at Cornell University and a member of the CFA Institute Board of Governors. (Some may remember the talk that she gave at BSAS several years ago.) Lynn has also advocated incorporation of ESG issues into the CFA curriculum. == Asset Owners - IEN Panel == The '''Intentional Endowments Network''' grew out of a 2014 gathering of college & university endowments organized by Anthony Cortese. The IEN was recently formalized as an organization to help mission driven organizations "align their endowment investment practices with their mission, values, and sustainability goals without sacrificing financial returns". The IEN has 77 founding members. I talked with IEN about possible collaborations. '''They are willing to organize an asset owners panel from among their members for our seminar. They would construct and invite the panel based on themes we develop for this year's event.''' == Performance == '''Andreas Hoepner''' - was very impressed with our event - one of the best he's seen. He is willing to work with us to help develop performance topics for this year's event. '''ESG Smart Beta''': quo vadis? *I know this topic is high on BlackRock's agenda and inviting them to speak alongside Deutsche and maybe a European leader such as Amundi, Robeco or Sarasin could have a lot of appeal to the audience *May be a way to encourage/solicit a more significant Blackrock participation '''ESG return/risk opportunities in a Fixed Income financial data science laboratory''' *(30min presentation): *I could present here jointly with an asset manager like last year on equities showing where one can enhance returns or reduce risk in the fixed income space ---- d830cl64umhjn9vntb1ommpkpxutcpz 0 488 944 2016-11-02T15:06:16Z Greis>Michael 0 944 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-11-01 Call to Jean == Items to discuss: *Catch-up on developments since August conversation *Feedback and thanks for great work, collaboration with staff *Agenda and speakers for 2016 SI seminar *specifically because of some of the speakers & topics - where I might help move the agenda forward *New initiatives - navigators, sector specialists - understanding how they fit; role of revenue generation vs mission - what are priority areas for each...both are essential *Directions *Help - symposium early bird rate *Advice - jobs, positions & opportunities *Workshop ready to go - :*cross-promotion and general promotion :*24 registered *Level I and Level II SME (call yesterday) *Symposium - early bird rate *Jobs == 2016-06-29 Call with Jean == Topics: *Video from 2015 event *How to engage this year *Certificate program *Positions? *BASIC? '''SEC Concept release''' - *Not much press yet *But will have more after comment period ends *Get investors to submit comments *Is CFA Institute writing a letter (July 17th)? : '''Seismic shift''' *Governance & values -> value :*Blackrock....will send the piece - both BAU and for HNW.... *Mainstreaming...even Pimco :*Investing in the platforms they use...Aladdin....SSgA....Bloomberg....State Street :*Buy in that have to invest in the platform to analyze... :*Pimco...Incorporate into their platform for all asset management *What are the major platforms? If you're just buying data, you're not integrated... *Mark Harney and FSB :* '''Michael Kinstlick''' - Axel Rosenberg - quantitative analysitliks. Long/short funds, build a portfolio.... *Brought him in to be head of standards setting - objective view of what's important :*Talk with him..... :*Testing materiality......from a quant perspective...while in the provisional phase :*Started a huge data project.....interesting results.... :*Volatility....insights.... :*58% of metrics where can get industry data, mean, etc. :*Talking with Bloomberg - data is available *Just the fact that you know that you have data on 58% of industries/companies, means you don't have data on 32%... :*What does that mean for what unpriced risk you are exposed to? :*What factors predictable - affect return :*What factors unpredictable - affect risk profile Divinity Health - Sister Susan - very engaged, research.....interfaith center... Side topic? - Blog/article how challenging it is to report portfolio performance on ESG issues back to owners... :*How are people reporting - :*MSCI doing work on tools to report? :*Too black boxy....can't understand it.... :*Shell versus Tesla - explain why you have one or another :*Evaluate asset managers on performance...... '''Certification''' Do an in-depth workshop on Level II? *Will be available in early fall *Jean would love to do a deep-dive....have Michael & other top staff run it *I suggested breakfast session - or an add-on session the previous afternoon or following morning :*Offer a combined registration Have a few BSAS professionals go through level II in advance to promote workshop *Rob? *She'll comp me in to do level I and II To-do: * == 2016-05-09 Staff == Note to Jean {{color||2016-05-03}} to schedule call. Topics: *Ideas for speakers and topics *Incorporating SASB content - practical? *FSA certification *Hiring? *Lynn O' 7 years at Barclays Global Investors :*Ability to run Quant ESG strategies Participants: *'''Jeanine Guillot''' - Joined SASB last fall; lead outreach to investors *'''Amanda Medress''' - Supply and Demand side: *Supply - now have completed 95 provisional standards; next level of review *Demand - asset managers and owners :*Practice of SASB standards Have identified leading investment firms who have leading programs on governance Two Initiatives going forward: *'''Engagement Guide''' *'''Compendium of Case Studies''' - investment managers incorporating SASB standards into their ESG and investment process :*Potential organizations: - Calvert (ESG data hub, incorporated SASB standards); Breckenridge (SASB-ize their projects); CalSTRS (redoing investment beliefs; 21 policy level risk factors that they want to refresh; many are ESG; hope they use SASB standards as input :*Asset Owner policies :*Blackrock - corporate engagement. ::*Michelle Edkins and her team - ::*Rest of business - piped MSCI data into Aladdin ::*Getting questions from clients, especially outside on US on integration Trying to be clear on language - nothing US-specific about standards *Were developed by industry, not regionally *Many of the topics should be relevant globally *Some of the metrics would have to be reworked *US is world's largest capital markets *Prioritizing adoption by US issuers *No one at level where would be good participants Breakfast session? *SEC disclosure concept release on Reg SK, disclosure reform; included 10 pages on sustainability disclosure What about industries ahead of the curve? *Should they have an industry focus on driving adoption? :*Would give safety in numbers *Have had really good feedback on our standards from the REIT industry :*Places where there are things that are obviously measurable.... *Apparel / retailers - supply chains *Real estate / real assets / infrastructure / timber / farmland Panel in Rochester *Catepillar - remanufacturing. *GE - EE research *Staples - Mark Buckley SSgA - SHE index - gender diversity to performance :*Launched by a friend of hers :*Don't have gender diversity in all the industries....couldn't link to all industries :*Gap in standards - we'll add gender diversity in our SSgA work :*Bring in their findings....make a public comment... :* lonmtf1l879uy1tjxhtwizrsyr8zzfy 945 944 2024-05-24T04:54:40Z Michael 1 1 revision imported 944 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-11-01 Call to Jean == Items to discuss: *Catch-up on developments since August conversation *Feedback and thanks for great work, collaboration with staff *Agenda and speakers for 2016 SI seminar *specifically because of some of the speakers & topics - where I might help move the agenda forward *New initiatives - navigators, sector specialists - understanding how they fit; role of revenue generation vs mission - what are priority areas for each...both are essential *Directions *Help - symposium early bird rate *Advice - jobs, positions & opportunities *Workshop ready to go - :*cross-promotion and general promotion :*24 registered *Level I and Level II SME (call yesterday) *Symposium - early bird rate *Jobs == 2016-06-29 Call with Jean == Topics: *Video from 2015 event *How to engage this year *Certificate program *Positions? *BASIC? '''SEC Concept release''' - *Not much press yet *But will have more after comment period ends *Get investors to submit comments *Is CFA Institute writing a letter (July 17th)? : '''Seismic shift''' *Governance & values -> value :*Blackrock....will send the piece - both BAU and for HNW.... *Mainstreaming...even Pimco :*Investing in the platforms they use...Aladdin....SSgA....Bloomberg....State Street :*Buy in that have to invest in the platform to analyze... :*Pimco...Incorporate into their platform for all asset management *What are the major platforms? If you're just buying data, you're not integrated... *Mark Harney and FSB :* '''Michael Kinstlick''' - Axel Rosenberg - quantitative analysitliks. Long/short funds, build a portfolio.... *Brought him in to be head of standards setting - objective view of what's important :*Talk with him..... :*Testing materiality......from a quant perspective...while in the provisional phase :*Started a huge data project.....interesting results.... :*Volatility....insights.... :*58% of metrics where can get industry data, mean, etc. :*Talking with Bloomberg - data is available *Just the fact that you know that you have data on 58% of industries/companies, means you don't have data on 32%... :*What does that mean for what unpriced risk you are exposed to? :*What factors predictable - affect return :*What factors unpredictable - affect risk profile Divinity Health - Sister Susan - very engaged, research.....interfaith center... Side topic? - Blog/article how challenging it is to report portfolio performance on ESG issues back to owners... :*How are people reporting - :*MSCI doing work on tools to report? :*Too black boxy....can't understand it.... :*Shell versus Tesla - explain why you have one or another :*Evaluate asset managers on performance...... '''Certification''' Do an in-depth workshop on Level II? *Will be available in early fall *Jean would love to do a deep-dive....have Michael & other top staff run it *I suggested breakfast session - or an add-on session the previous afternoon or following morning :*Offer a combined registration Have a few BSAS professionals go through level II in advance to promote workshop *Rob? *She'll comp me in to do level I and II To-do: * == 2016-05-09 Staff == Note to Jean {{color||2016-05-03}} to schedule call. Topics: *Ideas for speakers and topics *Incorporating SASB content - practical? *FSA certification *Hiring? *Lynn O' 7 years at Barclays Global Investors :*Ability to run Quant ESG strategies Participants: *'''Jeanine Guillot''' - Joined SASB last fall; lead outreach to investors *'''Amanda Medress''' - Supply and Demand side: *Supply - now have completed 95 provisional standards; next level of review *Demand - asset managers and owners :*Practice of SASB standards Have identified leading investment firms who have leading programs on governance Two Initiatives going forward: *'''Engagement Guide''' *'''Compendium of Case Studies''' - investment managers incorporating SASB standards into their ESG and investment process :*Potential organizations: - Calvert (ESG data hub, incorporated SASB standards); Breckenridge (SASB-ize their projects); CalSTRS (redoing investment beliefs; 21 policy level risk factors that they want to refresh; many are ESG; hope they use SASB standards as input :*Asset Owner policies :*Blackrock - corporate engagement. ::*Michelle Edkins and her team - ::*Rest of business - piped MSCI data into Aladdin ::*Getting questions from clients, especially outside on US on integration Trying to be clear on language - nothing US-specific about standards *Were developed by industry, not regionally *Many of the topics should be relevant globally *Some of the metrics would have to be reworked *US is world's largest capital markets *Prioritizing adoption by US issuers *No one at level where would be good participants Breakfast session? *SEC disclosure concept release on Reg SK, disclosure reform; included 10 pages on sustainability disclosure What about industries ahead of the curve? *Should they have an industry focus on driving adoption? :*Would give safety in numbers *Have had really good feedback on our standards from the REIT industry :*Places where there are things that are obviously measurable.... *Apparel / retailers - supply chains *Real estate / real assets / infrastructure / timber / farmland Panel in Rochester *Catepillar - remanufacturing. *GE - EE research *Staples - Mark Buckley SSgA - SHE index - gender diversity to performance :*Launched by a friend of hers :*Don't have gender diversity in all the industries....couldn't link to all industries :*Gap in standards - we'll add gender diversity in our SSgA work :*Bring in their findings....make a public comment... :* lonmtf1l879uy1tjxhtwizrsyr8zzfy 0 489 946 2016-06-27T16:55:26Z Greis>Michael 0 /* 2016-05-04 */ 946 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-05-04 == Suggested speakers: *Sarah McPhee, Sarah McPhee <sarah.e.mcphee@icloud.com>, former CEO, Chairwoman, etc. *Johan Florén <Johan.Floren@ap7.se>, AP7 Swedish pensionfund, Chairman of Swesif *Anne-Charlotte Hormgard <Anne-Charlotte.Hormgard@ap3.se>, AP3 Swedish pensionfund *Christina Olivecrona <christina.olivecrona@ap2.se>, AP2 Swedish pensionfund *Gunnela Hahn <Gunnela.Hahn@svenskakyrkan.se>, Swedish Church pensionfund *Hillesöy Christina <Christina.Hillesoy@lansforsakringar.se>, Lansforsakringar Swedish fund manager and insurance company *John Howchin <John.Howchin@ethicalcouncil.com>, Ethical Council *Thomas (Hyldahl Filholm) Kjærgaard <thomas.kjaergaard@danskecapital.com>, Danske Capital - ESG/large Danish Asset manager managing money for Danica Pension *Rasmus Juhl Pedersen <rjp@pbu.dk>, PBU ESG/danish pensionfund *Susanne Gløersen <Susanne.Gloersen@formue.no>, Formueforvaltning ESG/small Norwegian Familyoffice advisor (?) == 2016-05-03 == Referred by Bob Eccles for suggested speaker and contact from Swedish Pension Funds Reviewed goals for the speaker, audience interests & appeal of asset owner who has been doing this work. Agreed that want to invite someone to tell their story. *Nordics have been doing this for some time and are successful at it *That said, different asset owners have different approaches - engagement, screening etc. *It would be appealing to tell their story to a US audience. *Equally, the audience wants to hear how they have implemented sustainable investing and what the results have been. :*We are past the why.... Jessica will give some thought and identify several possible candidates *Will depend on who is willing and able to travel *Lead time helps ---- 3xgmf95e5gu4uuwdxah6j9ylp83uni2 947 946 2024-05-24T04:54:40Z Michael 1 1 revision imported 946 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-05-04 == Suggested speakers: *Sarah McPhee, Sarah McPhee <sarah.e.mcphee@icloud.com>, former CEO, Chairwoman, etc. *Johan Florén <Johan.Floren@ap7.se>, AP7 Swedish pensionfund, Chairman of Swesif *Anne-Charlotte Hormgard <Anne-Charlotte.Hormgard@ap3.se>, AP3 Swedish pensionfund *Christina Olivecrona <christina.olivecrona@ap2.se>, AP2 Swedish pensionfund *Gunnela Hahn <Gunnela.Hahn@svenskakyrkan.se>, Swedish Church pensionfund *Hillesöy Christina <Christina.Hillesoy@lansforsakringar.se>, Lansforsakringar Swedish fund manager and insurance company *John Howchin <John.Howchin@ethicalcouncil.com>, Ethical Council *Thomas (Hyldahl Filholm) Kjærgaard <thomas.kjaergaard@danskecapital.com>, Danske Capital - ESG/large Danish Asset manager managing money for Danica Pension *Rasmus Juhl Pedersen <rjp@pbu.dk>, PBU ESG/danish pensionfund *Susanne Gløersen <Susanne.Gloersen@formue.no>, Formueforvaltning ESG/small Norwegian Familyoffice advisor (?) == 2016-05-03 == Referred by Bob Eccles for suggested speaker and contact from Swedish Pension Funds Reviewed goals for the speaker, audience interests & appeal of asset owner who has been doing this work. Agreed that want to invite someone to tell their story. *Nordics have been doing this for some time and are successful at it *That said, different asset owners have different approaches - engagement, screening etc. *It would be appealing to tell their story to a US audience. *Equally, the audience wants to hear how they have implemented sustainable investing and what the results have been. :*We are past the why.... Jessica will give some thought and identify several possible candidates *Will depend on who is willing and able to travel *Lead time helps ---- 3xgmf95e5gu4uuwdxah6j9ylp83uni2 0 490 948 2016-07-13T22:35:28Z Greis>Michael 0 948 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} Haven't done anything with ESG *Most white collar work - many jobs will disappear *State Street to cut 7,000 people by automation :*Hire in compliance and regulatory affairs.... *Quantitative investing - :*Are we five years ahead of the curve? :*Understand the problems people are fighting in a low yield environment. :*Take care of that first :*Some client are looking at that.... :*Short term mentality :*Article - Asset Owner *Will ask west coast contacts on CalPERS, Calstrs, etc. *'''Axxa''' - as an asset owner forward thinking :*done early work on sustainable investing in sovereign space *'''[https://www.linkedin.com/in/manuellewin Manuel Lewin], Head of Responsible Investment, Zurich Re (NY) :*Insurance industry asset owner perspective incorporating a strong thread of climate change & risk management. :*Mahesh to follow up *SwissRe Panel of asset owners: *Target pension, univ endowment, insurance :*All have different return demands, risk & return profiles :*ESG in practice - what our differing return and risk needs mean to our needs from ESG/SI Fixed income performance *Rate structures drive much more return than idiosyncratic risk *No concept of return as in equities *Connect him with Andreas and Rob to discuss Quantitative ESG *Great topic, plenty of material for a good panel *How much in fixed income - credit selection overlay? *'''GMO'''? *Acadian good *Doesn't know Arabesque *Will talk inside SSgA - ideas, recommendations and/or participation To-do: *Send him draft agenda *Remind him of what he signed up for *Copy Chris and get his input fottaylcu19m6bsur9ye63vbj4qyj5c 949 948 2024-05-24T04:54:40Z Michael 1 1 revision imported 948 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} Haven't done anything with ESG *Most white collar work - many jobs will disappear *State Street to cut 7,000 people by automation :*Hire in compliance and regulatory affairs.... *Quantitative investing - :*Are we five years ahead of the curve? :*Understand the problems people are fighting in a low yield environment. :*Take care of that first :*Some client are looking at that.... :*Short term mentality :*Article - Asset Owner *Will ask west coast contacts on CalPERS, Calstrs, etc. *'''Axxa''' - as an asset owner forward thinking :*done early work on sustainable investing in sovereign space *'''[https://www.linkedin.com/in/manuellewin Manuel Lewin], Head of Responsible Investment, Zurich Re (NY) :*Insurance industry asset owner perspective incorporating a strong thread of climate change & risk management. :*Mahesh to follow up *SwissRe Panel of asset owners: *Target pension, univ endowment, insurance :*All have different return demands, risk & return profiles :*ESG in practice - what our differing return and risk needs mean to our needs from ESG/SI Fixed income performance *Rate structures drive much more return than idiosyncratic risk *No concept of return as in equities *Connect him with Andreas and Rob to discuss Quantitative ESG *Great topic, plenty of material for a good panel *How much in fixed income - credit selection overlay? *'''GMO'''? *Acadian good *Doesn't know Arabesque *Will talk inside SSgA - ideas, recommendations and/or participation To-do: *Send him draft agenda *Remind him of what he signed up for *Copy Chris and get his input fottaylcu19m6bsur9ye63vbj4qyj5c 0 491 950 2016-08-11T21:30:24Z Greis>Michael 0 950 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} Conversation {{color||2016-08-11}} Mike is interested in bringing an SI seminar to the SF CFA Society. *He works in the wealth advisory channel group at MSCI *Strong interest in ESGs *Folks using ETFs based on MSCI's indexes *He's hearing from western CFA *ESG team west coast - two sales, one research person *Educational/consultative *Just launched an Impact index with iShares *Doesn't have sales responsibility *Wealth Advisory How this has come about: *Matt Orsagh in SF a few weeks ago *Some of Mike's colleagues at in a panel *SFO has done a handful of 1 or 2 hours on ESG; doing something on impact :*beginning - not very sophisticated *Conversion - working with CalSTRS on allocation Action: *Reach out to President of SFO Society - just started :*Chris Gillette, Morgan Stanley *If interested, maybe a sub-committee *Go from there :*New Executive Director *One knock on SFO -Involved since 2002 :*Of 13 societies - 8,000 members in 3,700 SFO :*Want them to be resource to smaller societies :*Bring this to board *Trying to generate more interest within MSCI to get more involved with local societies *Follow up with me based on interest Served on board until kids came along (10 years ago) pknnv6o644ajgbpfe0m08xulphpcrgj 951 950 2024-05-24T04:54:40Z Michael 1 1 revision imported 950 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} Conversation {{color||2016-08-11}} Mike is interested in bringing an SI seminar to the SF CFA Society. *He works in the wealth advisory channel group at MSCI *Strong interest in ESGs *Folks using ETFs based on MSCI's indexes *He's hearing from western CFA *ESG team west coast - two sales, one research person *Educational/consultative *Just launched an Impact index with iShares *Doesn't have sales responsibility *Wealth Advisory How this has come about: *Matt Orsagh in SF a few weeks ago *Some of Mike's colleagues at in a panel *SFO has done a handful of 1 or 2 hours on ESG; doing something on impact :*beginning - not very sophisticated *Conversion - working with CalSTRS on allocation Action: *Reach out to President of SFO Society - just started :*Chris Gillette, Morgan Stanley *If interested, maybe a sub-committee *Go from there :*New Executive Director *One knock on SFO -Involved since 2002 :*Of 13 societies - 8,000 members in 3,700 SFO :*Want them to be resource to smaller societies :*Bring this to board *Trying to generate more interest within MSCI to get more involved with local societies *Follow up with me based on interest Served on board until kids came along (10 years ago) pknnv6o644ajgbpfe0m08xulphpcrgj 0 492 952 2016-07-06T21:17:13Z Greis>Michael 0 952 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-07-05 == Follow-up to conversation with [[involved::Jean Rogers]] Topics: *Quantitative ESG for November 2016 Sustainable Investing seminar *Data project *My professional interest in quant ESG - *Coppersea Distilling :*Fall BSAS Global Beverages event Intrigued because the sustainable investing space is exploding *The notion of my indie band is now playing big stadiums - some don't like it *MG - and others embrace it (e.g. Steve L) Distilling *See the trend with wineries and brewers *Would be pleased to reprise his ADI presentation on craft distillers in the fall SASB participation *think of afternoon before for SASB :*how can investors engage with companies on these issues without getting into shareholder resolutions, etc. :*We're doing this for the asset owner and asset manager community :*They need to carry the flag to the companies - want you to report on this :*Preparing industry-specific engagement guides. SASB working two angles: *Working with companies to get reporting *Working with investment managers/asset owners to integrate standards into their processes Don't want to diminish this.....with experience as investment manager and a CEO *This is useful information for the company.....risks and opportunities Data project *Can look historically at how disclosure has evolved *Build some data around the metrics - create an integrated view from various data sources *May take on or work with data partners Data on corporate disclosure - analyze it. Follow-up: *Note to Michael, Nicolai and Janine outlining day-before session and ideas *Michael to follow up next week to talk further about data and quant * a31fc9zk6u00zezvc7ezbe6qg1a8acn 953 952 2024-05-24T04:54:40Z Michael 1 1 revision imported 952 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-07-05 == Follow-up to conversation with [[involved::Jean Rogers]] Topics: *Quantitative ESG for November 2016 Sustainable Investing seminar *Data project *My professional interest in quant ESG - *Coppersea Distilling :*Fall BSAS Global Beverages event Intrigued because the sustainable investing space is exploding *The notion of my indie band is now playing big stadiums - some don't like it *MG - and others embrace it (e.g. Steve L) Distilling *See the trend with wineries and brewers *Would be pleased to reprise his ADI presentation on craft distillers in the fall SASB participation *think of afternoon before for SASB :*how can investors engage with companies on these issues without getting into shareholder resolutions, etc. :*We're doing this for the asset owner and asset manager community :*They need to carry the flag to the companies - want you to report on this :*Preparing industry-specific engagement guides. SASB working two angles: *Working with companies to get reporting *Working with investment managers/asset owners to integrate standards into their processes Don't want to diminish this.....with experience as investment manager and a CEO *This is useful information for the company.....risks and opportunities Data project *Can look historically at how disclosure has evolved *Build some data around the metrics - create an integrated view from various data sources *May take on or work with data partners Data on corporate disclosure - analyze it. Follow-up: *Note to Michael, Nicolai and Janine outlining day-before session and ideas *Michael to follow up next week to talk further about data and quant * a31fc9zk6u00zezvc7ezbe6qg1a8acn 0 493 954 2017-01-12T14:19:44Z Greis>Michael 0 954 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} [[involved::Nicolai Lundy]] is the SASB Director of Education == 2016-07-28 == Agenda: *His Africa vacation :*First time to Africa; friend doing social impact work there (sanitation company) :*Hiked around, safari :*Told him about Gil *[[BSAS/Sustainable Investing 2016/SASB Workshop|Workshop outline]] *Level I and Level II exams - MJG :*Timing :*Credit Web Assessor system had problems for Level II launch Told him I participated in [[2016-07-26 - SASB Level II Webinar|yesterday's webinar]] CFA Institute - curriculum *Talked about CFA Curriculum and my work on it *Want to keep engaged *Bobby Lamy (was in SF last week) '''Workshop''' *SASB team getting together next week *No issues with workshop outline *Review my priorities :*Practical, hands-on :*Goal to get interconnection and integration :Encourage more professionals to get involved. Experimented with hands-on at NYSSA about 1 1/2 - 2 years ago *Erica Karp led a workshop on how to use it *Very early days '''MJG Level I and II exams''' I do want to take Level I and II. Level I immediately; want to do earlybird for Level II - maybe during August *Am I interested in being part of the review process for scoring after the exam? Would get an automatic pass. *Yes, please send me information Test taking - webcam *Were initially unsure *Proctor at test center has screen with 8 test takers :*If sees an anomaly, can zoom in, chat, talk, suspend test :*Other 7 are passed off someone else while focus is on 8th *Seriously big brother *30% take webcam version - more than they thought (10-20%) '''Brown Bag workshop''' - for BSAS *Target late fall after SI seminar *Get a group of Level I and II test takers, talk with colleagues about their experience - what & why, etc. *Great initial affinity group event for BSAS *Nicolai likes the idea and will follow up with a list of Boston-area test takers and do some planning '''Follow-up:''' (Nicolai unless otherwise indicated) *Response to outline for team - target week of 8/8? *Set me up for Level I and II (Nicolai) *Send me list of Boston area test centers *Send me 1 1/2 pager on participating in test evaluation (can do on own time) *Send me list of Boston-area test takers t2m9fnsr9po09adoyevt6642qafkowy 955 954 2024-05-24T04:54:40Z Michael 1 1 revision imported 954 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} [[involved::Nicolai Lundy]] is the SASB Director of Education == 2016-07-28 == Agenda: *His Africa vacation :*First time to Africa; friend doing social impact work there (sanitation company) :*Hiked around, safari :*Told him about Gil *[[BSAS/Sustainable Investing 2016/SASB Workshop|Workshop outline]] *Level I and Level II exams - MJG :*Timing :*Credit Web Assessor system had problems for Level II launch Told him I participated in [[2016-07-26 - SASB Level II Webinar|yesterday's webinar]] CFA Institute - curriculum *Talked about CFA Curriculum and my work on it *Want to keep engaged *Bobby Lamy (was in SF last week) '''Workshop''' *SASB team getting together next week *No issues with workshop outline *Review my priorities :*Practical, hands-on :*Goal to get interconnection and integration :Encourage more professionals to get involved. Experimented with hands-on at NYSSA about 1 1/2 - 2 years ago *Erica Karp led a workshop on how to use it *Very early days '''MJG Level I and II exams''' I do want to take Level I and II. Level I immediately; want to do earlybird for Level II - maybe during August *Am I interested in being part of the review process for scoring after the exam? Would get an automatic pass. *Yes, please send me information Test taking - webcam *Were initially unsure *Proctor at test center has screen with 8 test takers :*If sees an anomaly, can zoom in, chat, talk, suspend test :*Other 7 are passed off someone else while focus is on 8th *Seriously big brother *30% take webcam version - more than they thought (10-20%) '''Brown Bag workshop''' - for BSAS *Target late fall after SI seminar *Get a group of Level I and II test takers, talk with colleagues about their experience - what & why, etc. *Great initial affinity group event for BSAS *Nicolai likes the idea and will follow up with a list of Boston-area test takers and do some planning '''Follow-up:''' (Nicolai unless otherwise indicated) *Response to outline for team - target week of 8/8? *Set me up for Level I and II (Nicolai) *Send me list of Boston area test centers *Send me 1 1/2 pager on participating in test evaluation (can do on own time) *Send me list of Boston-area test takers t2m9fnsr9po09adoyevt6642qafkowy 0 494 956 2016-07-07T23:24:53Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == JOIM 9/25 == Journal of Investment..." 956 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == JOIM 9/25 == Journal of Investment Management fall conference - [https://www.joim.com/joim-conference-series/ Long-term risks, returns and ESG Investing] {{color||September 25-27th}} *Conference (and Journal?) at Kellogg School at Northweatern - seeking members for their series *Expensive! == SRI in the Rockies == edxryb2096iu7ibzi9uvmktmssepn72 957 956 2024-05-24T04:54:40Z Michael 1 1 revision imported 956 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == JOIM 9/25 == Journal of Investment Management fall conference - [https://www.joim.com/joim-conference-series/ Long-term risks, returns and ESG Investing] {{color||September 25-27th}} *Conference (and Journal?) at Kellogg School at Northweatern - seeking members for their series *Expensive! == SRI in the Rockies == edxryb2096iu7ibzi9uvmktmssepn72 0 495 958 2016-03-31T15:20:15Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Decide where to manage my outreach. S..." 958 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Decide where to manage my outreach. Spreadsheet? Outreach by team members: *Phil Juliano, Blackrock - Larry Pohlman ---- nf9tabh4uwgbn38ehol2cioqqwhqfox 959 958 2024-05-24T04:54:40Z Michael 1 1 revision imported 958 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Decide where to manage my outreach. Spreadsheet? Outreach by team members: *Phil Juliano, Blackrock - Larry Pohlman ---- nf9tabh4uwgbn38ehol2cioqqwhqfox 0 496 960 2016-09-01T13:45:34Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-09-01 == Call with Pernille -..." 960 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-09-01 == Call with Pernille - review event and discuss fixed income session. *Session idea makes sense Her job: *Primarily focused on credit within the fixed income space *Internal management of largest part of our portfolio :*Structured credit :*Danish government and Danish mortgage :*One of three member team - she does ESG :*Externally managed emerging market debt ::*Ensure not investing in countries which violate criteria ::*Hired data provider to set up system to provide ratings ::*Weightings and ratings..... ::*Works well....2 years *This spring, set up a climate change allocation :*Dedicating up to 5% over time to climate related investments - across asset classes ::*Get more exposure to companies & initiatives that will benefit from climate change ::*Match desired profile from pension fund members - want to do well, not necessarily impact *Just set up the portfolio - :*Green products, clean energy, save resources *Set up a hedge - if problems come faster, take advantage :*Shield from negative impact :*Awareness from rest of portfolio managers Won't ask current managers to do something other than what we hire them for, but we are sending them a signal *Dialogue and conversation *Not giving them new benchmarks *Bottom up Clients? *Regular client survey - ESG one of topics *Tool to assess how the members are viewing this and how important it is *We're spending resources - we believe it's worthwhile - but want to confirm members interest *They expect us to be best in class *Willing to give up some return Proposed: *Starting point: :*20 minutes from Pernille on what Unipension is doing (asset owner perspective), including specific discussion of the fixed income work :*followed by fixed income panel, possibly including Pernille :*Work through panel structure and process on 9-6 call; Pernille welcome to join us ToDo: *Summarize for 9/6 call *Invite Pernille to call (if available) *Offer hotel in Boston (not travel, since she'll be in US, but open to adjustment) 2jw5yei754tnw0ouf236yr2zj0nd3iw 961 960 2024-05-24T04:54:41Z Michael 1 1 revision imported 960 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-09-01 == Call with Pernille - review event and discuss fixed income session. *Session idea makes sense Her job: *Primarily focused on credit within the fixed income space *Internal management of largest part of our portfolio :*Structured credit :*Danish government and Danish mortgage :*One of three member team - she does ESG :*Externally managed emerging market debt ::*Ensure not investing in countries which violate criteria ::*Hired data provider to set up system to provide ratings ::*Weightings and ratings..... ::*Works well....2 years *This spring, set up a climate change allocation :*Dedicating up to 5% over time to climate related investments - across asset classes ::*Get more exposure to companies & initiatives that will benefit from climate change ::*Match desired profile from pension fund members - want to do well, not necessarily impact *Just set up the portfolio - :*Green products, clean energy, save resources *Set up a hedge - if problems come faster, take advantage :*Shield from negative impact :*Awareness from rest of portfolio managers Won't ask current managers to do something other than what we hire them for, but we are sending them a signal *Dialogue and conversation *Not giving them new benchmarks *Bottom up Clients? *Regular client survey - ESG one of topics *Tool to assess how the members are viewing this and how important it is *We're spending resources - we believe it's worthwhile - but want to confirm members interest *They expect us to be best in class *Willing to give up some return Proposed: *Starting point: :*20 minutes from Pernille on what Unipension is doing (asset owner perspective), including specific discussion of the fixed income work :*followed by fixed income panel, possibly including Pernille :*Work through panel structure and process on 9-6 call; Pernille welcome to join us ToDo: *Summarize for 9/6 call *Invite Pernille to call (if available) *Offer hotel in Boston (not travel, since she'll be in US, but open to adjustment) 2jw5yei754tnw0ouf236yr2zj0nd3iw 0 497 962 2016-08-08T17:06:04Z Greis>Michael 0 962 wikitext text/x-wiki __NOTOC__ [[File:2016SI_logo.jpg|500px|center|alt=Sustainable Investing 2016]] <br clear=all> <center> [[entity of::BSAS]] 4th annual full-day conference. Scheduled for: '''[[event date::2016-11-17|November 17th]]''' [http://tiny.cc/bsassi Event Details and Registration] </center> <hr /> s9250g1ts752jq1c975bz03wu52tvzr 963 962 2024-05-24T04:54:41Z Michael 1 1 revision imported 962 wikitext text/x-wiki __NOTOC__ [[File:2016SI_logo.jpg|500px|center|alt=Sustainable Investing 2016]] <br clear=all> <center> [[entity of::BSAS]] 4th annual full-day conference. Scheduled for: '''[[event date::2016-11-17|November 17th]]''' [http://tiny.cc/bsassi Event Details and Registration] </center> <hr /> s9250g1ts752jq1c975bz03wu52tvzr 0 498 964 2016-08-08T20:23:13Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Text == === Summary for flyer =..." 964 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Text == === Summary for flyer === Sustainable Investing is accelerating at a pace few would have anticipated when this seminar made its debut in 2013. The language, tools, and practices of sustainable investing are increasingly being applied in traditional investment environments. At the same time, a large and increasing variety of sustainable investment-focused offerings and products have become available to investors. Designed to help mainstream professionals navigate the explosion of approaches and increased client demand, this yearly event brings together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights. === Other draft text snippets === d17d9iq2mvt74dvo2cvc15s63g1ctxh 965 964 2024-05-24T04:54:41Z Michael 1 1 revision imported 964 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Text == === Summary for flyer === Sustainable Investing is accelerating at a pace few would have anticipated when this seminar made its debut in 2013. The language, tools, and practices of sustainable investing are increasingly being applied in traditional investment environments. At the same time, a large and increasing variety of sustainable investment-focused offerings and products have become available to investors. Designed to help mainstream professionals navigate the explosion of approaches and increased client demand, this yearly event brings together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights. === Other draft text snippets === d17d9iq2mvt74dvo2cvc15s63g1ctxh 0 499 966 2016-08-02T14:09:41Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-08-02 == Oliver (Jeremy's son..." 966 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-08-02 == Oliver (Jeremy's son) left Harvard Management company. He was investing in farmland for them. He and his team and now raising money to continue that work. Grantham Foundation is one of the initial investors. Will let other set the terms (because of the connection). Preserving and using farmland wisely does have an impact on climate change, so is at least indirectly a fit for the foundation's mission. Asset owners doing interesting *'''IKEA foundation''' :*Doing a lot :*Co-investors with Grantham Foundation in '''Sungevity''' (not sure if this is public yet :*Ramsay doesn't know them personally *'''McKnight Foundation''' - asking all their asset managers, all asset classes to develop a sustainable investing strategy :*Liked it - not % of portfolio, think across entire portfolio :*Sending me that reference BNY - green beta...Mellon Cap Mgmt '''Aligned Intermediary''' group *Advance investment in clean energy infrastructure by large asset owners. *Disintermediate investing - pair ambitions projects directly with asset owners :*i.e., get the 2 and 20 manager out of the picture *'''Ashby Monk''' *Supporting asset owners include - Regents of UC, Superannuation Fund of NZ, TIAA *May have overstated partners? '''Advanced Finance Group''' *Advisory/Board: '''Nick Stern''', '''Adair Turner''' (former B of E? Exchequer?) *Possibly '''Jeremy Stein''' *Having lunch with '''Tom Heller''' (Climate Policy Institute) today - will learn more Goal - Can decarbonizing the energy system be a source of secular global growth? *Aimed at Finance Ministers and Policy bodies *Global growth is slow/stagnant....could a new energy system provide economically sustainable growth worldwide for years to come? *MG - makes sense - think about how the auto industry drove the growth of the US economy. Can't replicate that world-wide. Resource constraints. :*We're always trying to replicate previous growth driversrenewable energy *Aviation and computing/technology as other sectors that drove secular economic growth. *Why not Renewable Energy? *AFG target - organized by late this year; initial academic papers mid-next year. Also mentioned: *Doing something like SASB globally? *Investing in Renewable Energy as an accepted/standard segment of infrastructure :*Enable clean energy revolution Other Items to investigate: *Rider added to appropriations bill yesterday to prohibit the SEC from taking action to require additional disclosure/reporting on climate change. Lunch with Mindy Lubber yesterday; she told him about it. Had proposed similar rider last year, but not on appropriation bill. More political capital required to strip it out from appropriation bill. *Financial Stability Board's Phase II reporet 1pxwqsc9wvq2xvgas0puibvuk3a03no 967 966 2024-05-24T04:54:41Z Michael 1 1 revision imported 966 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2016-08-02 == Oliver (Jeremy's son) left Harvard Management company. He was investing in farmland for them. He and his team and now raising money to continue that work. Grantham Foundation is one of the initial investors. Will let other set the terms (because of the connection). Preserving and using farmland wisely does have an impact on climate change, so is at least indirectly a fit for the foundation's mission. Asset owners doing interesting *'''IKEA foundation''' :*Doing a lot :*Co-investors with Grantham Foundation in '''Sungevity''' (not sure if this is public yet :*Ramsay doesn't know them personally *'''McKnight Foundation''' - asking all their asset managers, all asset classes to develop a sustainable investing strategy :*Liked it - not % of portfolio, think across entire portfolio :*Sending me that reference BNY - green beta...Mellon Cap Mgmt '''Aligned Intermediary''' group *Advance investment in clean energy infrastructure by large asset owners. *Disintermediate investing - pair ambitions projects directly with asset owners :*i.e., get the 2 and 20 manager out of the picture *'''Ashby Monk''' *Supporting asset owners include - Regents of UC, Superannuation Fund of NZ, TIAA *May have overstated partners? '''Advanced Finance Group''' *Advisory/Board: '''Nick Stern''', '''Adair Turner''' (former B of E? Exchequer?) *Possibly '''Jeremy Stein''' *Having lunch with '''Tom Heller''' (Climate Policy Institute) today - will learn more Goal - Can decarbonizing the energy system be a source of secular global growth? *Aimed at Finance Ministers and Policy bodies *Global growth is slow/stagnant....could a new energy system provide economically sustainable growth worldwide for years to come? *MG - makes sense - think about how the auto industry drove the growth of the US economy. Can't replicate that world-wide. Resource constraints. :*We're always trying to replicate previous growth driversrenewable energy *Aviation and computing/technology as other sectors that drove secular economic growth. *Why not Renewable Energy? *AFG target - organized by late this year; initial academic papers mid-next year. Also mentioned: *Doing something like SASB globally? *Investing in Renewable Energy as an accepted/standard segment of infrastructure :*Enable clean energy revolution Other Items to investigate: *Rider added to appropriations bill yesterday to prohibit the SEC from taking action to require additional disclosure/reporting on climate change. Lunch with Mindy Lubber yesterday; she told him about it. Had proposed similar rider last year, but not on appropriation bill. More political capital required to strip it out from appropriation bill. *Financial Stability Board's Phase II reporet 1pxwqsc9wvq2xvgas0puibvuk3a03no 0 500 968 2016-08-08T15:42:51Z Greis>Michael 0 968 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} A hands-on SASB workshop as an add-on (early AM or previous afternoon) to the conference. *Market and register together; create linkages === Proposed Agenda from SASB === For the workshop, we propose the following: '''Using SASB-consistent data to inform financial models''' (30 minutes) ::(Attendees will be expected to already be familiar with SASB or have done some intro reading that we can send along – that will allow us to skip a high-level intro) *Describe how SASB standards can point to impacts on: :*Revenue :*Expenses :*Assets/liabilities :*Cost of capital *Suggest how company’s performance data can inform adjustments to a DCF or other financial models '''Attendees group break-outs''' (45 minutes) *Attendees will break into groups of 3-5 per sector to analyze the standards for some industries in that sector and discuss how they might use SASB-consistent data to adjust valuation models '''Group report-back''' (30 minutes) *Each group will report one example of what they would consider when analyzing SASB-consistent data for one of their industries (Rapid fire – 3 minutes per group) '''Final takeaways''' (15 minutes) *Debrief and discuss how to take this forward Since attendees will break into smaller groups, we suggest allowing 40 people to attend, which will then allow us to (hopefully) cover each of the 10 sectors with ~4 people per sector. Michael K. will lead the presentation and another SASB sector expert will be in attendance. If our travel budget allows, we’ll bring more sector experts. Doing this the day before the BSAS workshop (on Nov 16) will be best, since Michael K has another event he’s already committed to on Nov 17. === Proposed Outline === *[https://basecamp.com/2702632/projects/11899670/documents/11316526 Outline on Basecamp] :*Sent to Nicolai at SASB. He is following up. :*'''Follow-up''' - After getting feedback at our end, schedule a call with SASB/BSAS team to finalize things enough to begin promoting the workshop in our seminar outreach. '''Duration''' - Two hours (TBC), perhaps split between two topics :*Is two hours the right length? We want to balance the ability to do some in-depth work with the amount of additional time attendees will commit. '''Timing''' - having the workshop the afternoon before the seminar allows a longer duration. :*We could instead do a pre-seminar breakfast, but that would probably limit the length to one hour at most. We have a very full day already :Holding the workshop the previous afternoon also allows us to open it up to people who are not attending the seminar. :*That said, the estimated 150 attendees for the seminar may make that a moot point. '''Size''' - Target 20 - 25? '''Target Audience''' :*Attendees (BSAS members/other investment professionals) who want to dig deeper and learn how to use in their practice what the standards and guide provide (e.g. in their investment analysis, engagement with companies, on behalf of clients...). '''Topics''' - Have asked Michael, Janine and Nicolai to put together a short outline/description of topics and goals - expect draft early August === Notes === Talked with [[BSAS/Sustainable Investing 2016/Michael Kinstlick|Michael Kinstlick]] {{color||2016-07-06}} :*1/2 engagement, 1/2 analysis? :*Send follow-up note Discussed with [[BSAS/Sustainable Investing 2016/Jean Rogers#2016-06-29 Call with Jean|Jean Rogers]] {{color||2016-06-29}} :*Enthusiastic - wants to do it. :*Have these three senior staff involved: *'''Michael Kinstlick''': Head of Standards Setting *'''Nicolai Lundy''': Director of Education *'''Janine Guillot''': Director of Capital Markets Outreach n6lujsjjjdfb5vpv2p9hrfjowhj8fle 969 968 2024-05-24T04:54:41Z Michael 1 1 revision imported 968 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} A hands-on SASB workshop as an add-on (early AM or previous afternoon) to the conference. *Market and register together; create linkages === Proposed Agenda from SASB === For the workshop, we propose the following: '''Using SASB-consistent data to inform financial models''' (30 minutes) ::(Attendees will be expected to already be familiar with SASB or have done some intro reading that we can send along – that will allow us to skip a high-level intro) *Describe how SASB standards can point to impacts on: :*Revenue :*Expenses :*Assets/liabilities :*Cost of capital *Suggest how company’s performance data can inform adjustments to a DCF or other financial models '''Attendees group break-outs''' (45 minutes) *Attendees will break into groups of 3-5 per sector to analyze the standards for some industries in that sector and discuss how they might use SASB-consistent data to adjust valuation models '''Group report-back''' (30 minutes) *Each group will report one example of what they would consider when analyzing SASB-consistent data for one of their industries (Rapid fire – 3 minutes per group) '''Final takeaways''' (15 minutes) *Debrief and discuss how to take this forward Since attendees will break into smaller groups, we suggest allowing 40 people to attend, which will then allow us to (hopefully) cover each of the 10 sectors with ~4 people per sector. Michael K. will lead the presentation and another SASB sector expert will be in attendance. If our travel budget allows, we’ll bring more sector experts. Doing this the day before the BSAS workshop (on Nov 16) will be best, since Michael K has another event he’s already committed to on Nov 17. === Proposed Outline === *[https://basecamp.com/2702632/projects/11899670/documents/11316526 Outline on Basecamp] :*Sent to Nicolai at SASB. He is following up. :*'''Follow-up''' - After getting feedback at our end, schedule a call with SASB/BSAS team to finalize things enough to begin promoting the workshop in our seminar outreach. '''Duration''' - Two hours (TBC), perhaps split between two topics :*Is two hours the right length? We want to balance the ability to do some in-depth work with the amount of additional time attendees will commit. '''Timing''' - having the workshop the afternoon before the seminar allows a longer duration. :*We could instead do a pre-seminar breakfast, but that would probably limit the length to one hour at most. We have a very full day already :Holding the workshop the previous afternoon also allows us to open it up to people who are not attending the seminar. :*That said, the estimated 150 attendees for the seminar may make that a moot point. '''Size''' - Target 20 - 25? '''Target Audience''' :*Attendees (BSAS members/other investment professionals) who want to dig deeper and learn how to use in their practice what the standards and guide provide (e.g. in their investment analysis, engagement with companies, on behalf of clients...). '''Topics''' - Have asked Michael, Janine and Nicolai to put together a short outline/description of topics and goals - expect draft early August === Notes === Talked with [[BSAS/Sustainable Investing 2016/Michael Kinstlick|Michael Kinstlick]] {{color||2016-07-06}} :*1/2 engagement, 1/2 analysis? :*Send follow-up note Discussed with [[BSAS/Sustainable Investing 2016/Jean Rogers#2016-06-29 Call with Jean|Jean Rogers]] {{color||2016-06-29}} :*Enthusiastic - wants to do it. :*Have these three senior staff involved: *'''Michael Kinstlick''': Head of Standards Setting *'''Nicolai Lundy''': Director of Education *'''Janine Guillot''': Director of Capital Markets Outreach n6lujsjjjdfb5vpv2p9hrfjowhj8fle 0 501 970 2016-11-12T03:15:06Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} l == 2016-11-11 == *In London this wee..." 970 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} l == 2016-11-11 == *In London this week *Shared Value Did I want a wrap-up of the day - yes Resonance with specific sessions *Lydenberg/Youmans *Engagement *John Streur r03298f409fu1cm0r9i2tl485278vev 971 970 2024-05-24T04:54:41Z Michael 1 1 revision imported 970 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} l == 2016-11-11 == *In London this week *Shared Value Did I want a wrap-up of the day - yes Resonance with specific sessions *Lydenberg/Youmans *Engagement *John Streur r03298f409fu1cm0r9i2tl485278vev 0 502 972 2016-11-03T21:42:10Z Greis>Michael 0 972 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Status == Confirmed. Participants: *George Serafeim *Patricia Daly *Cheryl Smith Have allowed two blocks (90 minutes, but targeting 75) == 2016-11-03 Call with Cheryl == Identifying an alternate for Sister Pat due to illness *Cheryl had someone in mind - will be in Detroit *What are we looking for? :*Engagement experience and perspective Candidates: *Board of ICCR (Interfaith Center for Corporate Responsibility) :*'''[https://www.linkedin.com/in/seamus-finn-1939a84 Seamus Finn]''' - Missionary Oblates, Chair of ICCR Board - Cheryl has heard him speaks :*'''Pat Zerega''' suggested by Susan Baker (who is also on the ICCR board, along with Lauren Compere) - Cheryl has not heard her speak :*'''Jeff Perkins''', Friends Fiduciary *'''*Susan Vickers''' (from Jean Rogers) *Sister Pat suggested Adam Kanzer (Adam is great, but we're looking for a religious/advocacy perspective *Tim Brennan (Have had him before) NB: Susan Baker is on the ICCR Board Follow-up: *Cheryl will reach out to Seamus Finn (Washington, DC) and Pat Zerega (Pittsburgh) *If neither is available, I will ask Jean Rogers to connect us with Susan Vickers (San Francisco) == 2016-10-18 Prep Call == George: *Idea of change....don't lose forest for trees *Why active ownership, engagement, dialogue - an important part of change *Material to Pat - "things that matter" *Material to George *Active ownership tha Topics: *Underlying issue of whether engagement has brought change *Why there is resistance in companies *How do we move forward? *Sometimes companies don't have the resources - NGO's, religious organizations have resources to ffer *How does change to business models companies are making affect their competitiveness *Move whole industries, not just companies.... *Have 90 minutes *15 minutes each - George first, then Pat *Questions - Pat :*Experience that as religious communities have raised have become material :*What is the most effective way to engage? :*How does it fit into theory of change? :*How does the organization of an industry have an impact on the ability to drive change? :*Move from getting a company to change to getting an industry to change :*Collaborative coordination problems *What are the forms or resistance? *How are companies changing? *How does mainstreaming - getting issues outside of traditional SRI space Pat can offer examples of how companies and industries have moved forward, investing in short term and long term *When were things effective and when weren't they effective? Cultures of companies Top 5 industries? *Food & Beverage *Energy *Apparel *Auto *Oil & Gas *Apparel industry *Food Pat - include successes *George - Academics would like data on all the private engagements...cannot observe *Pat - Only get successes we do because the dialog is confidential == 2016-10-11 Prep Call == Agenda: *Intro & thanks *Substance - form and structure *Logistics *Reminders: :*Additional material :*Polling :*A/V Needs :*Social Media & Outreach *Highlight - material is what the investor believes to be material :*Religious community has had a profound impact on shareholder advocacy framework..... :* Session outline: *Cheryl as active moderator *George and Sister Pat to speak for 15-20 minutes each *Conversation follows *Topics may include: :*what insights from the analytics may be helpful to the engagement community? :*what would the engagement community like to see tested/analyzed? :*Materiality... :*Analyst community and Notes: *Pat and religious community making case for systemic issues long before they were accepted as material :*Earliest work on climate change risk for insurance companies *How does that fit into the notion of performance impact? *Though known as the "climate change nun", working on other systemic issues - supply chain, workers Follow-up: *Send Cheryl the paper - Done *Cheryl will draft some ideas and send to everyone *Michael to reach out to George and ask for his thoughts - Done *After initial exchange of ideas, decide whether to set up a call or continue via e-mail- Done :*Call to be set up next week - George available == 2016-10-12 Call with George == Notes from call with George: *Give me some issues and topics he'd like to see discussed :*Idea of engagement using firm as unit of engagement versus industry ::*Making progress in extractive industry (corruption), beverage (sugar), apparrel (supply chain), pay practices (Wells Fargo) ::*If do it alone, hurts their competitiveness ::*How should you think about progress - company and industry ::*Will give you fundamentally different answers ::*Hear from senior management at companies - can't move on their own; would be happy to move as an industry :*Make connection to asset management community - a few of them own most of the shares of most of the companies in the industry ::*They are motivated by progress of whole industry ::*Improve the resilience of the industry :*Wells Fargo - Work on these before the disaster hits ::*Many people understand that these practices - perverse incentives - have been widespread ::*Could we align safe/good practices with customer interests, new product development GlaxoSmithKline :*Tried to move to patients first after the settlement ::*Hard to keep good people in the firm ::*Give examples: == 2016-10-12 Note to Speakers == I reviewed some of the topics we discussed yesterday (I know I didn't catch everything, so feel free to add....): *materiality *role of the engagement community in raising issues before companies (and industries) understood them to be material *systemic impacts of key issues (across industries) *what insights from research & analytics would be helpful to the engagement community? *what would the engagement community like to see tested/analyzed? George suggested a topic to discuss: *engagement - using the firm or the industry as the unit of engagement? :*considering the following conundrum (from the company perspective): to make progress on key topics as a firm may hurt their competitiveness; if they could work together as an industry, the industry as a whole and the companies would be better off. Examples from extractive industry (corruption), beverage (sugar), apparel (supply chain), sales tactics (pharma) :*the largest asset managers own shares in most of the companies in an industry - progress of an entire industry would be beneficial; may also improve the resilience of the industry to shocks :*many perverse incentives are widespread before they become disasters - can the engagement and investment community motivate the companies to align good practices with customer interests, new product development...? huuzhd7nx1rzxkx4hua3z64xfzhkeo5 973 972 2024-05-24T04:54:41Z Michael 1 1 revision imported 972 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Status == Confirmed. Participants: *George Serafeim *Patricia Daly *Cheryl Smith Have allowed two blocks (90 minutes, but targeting 75) == 2016-11-03 Call with Cheryl == Identifying an alternate for Sister Pat due to illness *Cheryl had someone in mind - will be in Detroit *What are we looking for? :*Engagement experience and perspective Candidates: *Board of ICCR (Interfaith Center for Corporate Responsibility) :*'''[https://www.linkedin.com/in/seamus-finn-1939a84 Seamus Finn]''' - Missionary Oblates, Chair of ICCR Board - Cheryl has heard him speaks :*'''Pat Zerega''' suggested by Susan Baker (who is also on the ICCR board, along with Lauren Compere) - Cheryl has not heard her speak :*'''Jeff Perkins''', Friends Fiduciary *'''*Susan Vickers''' (from Jean Rogers) *Sister Pat suggested Adam Kanzer (Adam is great, but we're looking for a religious/advocacy perspective *Tim Brennan (Have had him before) NB: Susan Baker is on the ICCR Board Follow-up: *Cheryl will reach out to Seamus Finn (Washington, DC) and Pat Zerega (Pittsburgh) *If neither is available, I will ask Jean Rogers to connect us with Susan Vickers (San Francisco) == 2016-10-18 Prep Call == George: *Idea of change....don't lose forest for trees *Why active ownership, engagement, dialogue - an important part of change *Material to Pat - "things that matter" *Material to George *Active ownership tha Topics: *Underlying issue of whether engagement has brought change *Why there is resistance in companies *How do we move forward? *Sometimes companies don't have the resources - NGO's, religious organizations have resources to ffer *How does change to business models companies are making affect their competitiveness *Move whole industries, not just companies.... *Have 90 minutes *15 minutes each - George first, then Pat *Questions - Pat :*Experience that as religious communities have raised have become material :*What is the most effective way to engage? :*How does it fit into theory of change? :*How does the organization of an industry have an impact on the ability to drive change? :*Move from getting a company to change to getting an industry to change :*Collaborative coordination problems *What are the forms or resistance? *How are companies changing? *How does mainstreaming - getting issues outside of traditional SRI space Pat can offer examples of how companies and industries have moved forward, investing in short term and long term *When were things effective and when weren't they effective? Cultures of companies Top 5 industries? *Food & Beverage *Energy *Apparel *Auto *Oil & Gas *Apparel industry *Food Pat - include successes *George - Academics would like data on all the private engagements...cannot observe *Pat - Only get successes we do because the dialog is confidential == 2016-10-11 Prep Call == Agenda: *Intro & thanks *Substance - form and structure *Logistics *Reminders: :*Additional material :*Polling :*A/V Needs :*Social Media & Outreach *Highlight - material is what the investor believes to be material :*Religious community has had a profound impact on shareholder advocacy framework..... :* Session outline: *Cheryl as active moderator *George and Sister Pat to speak for 15-20 minutes each *Conversation follows *Topics may include: :*what insights from the analytics may be helpful to the engagement community? :*what would the engagement community like to see tested/analyzed? :*Materiality... :*Analyst community and Notes: *Pat and religious community making case for systemic issues long before they were accepted as material :*Earliest work on climate change risk for insurance companies *How does that fit into the notion of performance impact? *Though known as the "climate change nun", working on other systemic issues - supply chain, workers Follow-up: *Send Cheryl the paper - Done *Cheryl will draft some ideas and send to everyone *Michael to reach out to George and ask for his thoughts - Done *After initial exchange of ideas, decide whether to set up a call or continue via e-mail- Done :*Call to be set up next week - George available == 2016-10-12 Call with George == Notes from call with George: *Give me some issues and topics he'd like to see discussed :*Idea of engagement using firm as unit of engagement versus industry ::*Making progress in extractive industry (corruption), beverage (sugar), apparrel (supply chain), pay practices (Wells Fargo) ::*If do it alone, hurts their competitiveness ::*How should you think about progress - company and industry ::*Will give you fundamentally different answers ::*Hear from senior management at companies - can't move on their own; would be happy to move as an industry :*Make connection to asset management community - a few of them own most of the shares of most of the companies in the industry ::*They are motivated by progress of whole industry ::*Improve the resilience of the industry :*Wells Fargo - Work on these before the disaster hits ::*Many people understand that these practices - perverse incentives - have been widespread ::*Could we align safe/good practices with customer interests, new product development GlaxoSmithKline :*Tried to move to patients first after the settlement ::*Hard to keep good people in the firm ::*Give examples: == 2016-10-12 Note to Speakers == I reviewed some of the topics we discussed yesterday (I know I didn't catch everything, so feel free to add....): *materiality *role of the engagement community in raising issues before companies (and industries) understood them to be material *systemic impacts of key issues (across industries) *what insights from research & analytics would be helpful to the engagement community? *what would the engagement community like to see tested/analyzed? George suggested a topic to discuss: *engagement - using the firm or the industry as the unit of engagement? :*considering the following conundrum (from the company perspective): to make progress on key topics as a firm may hurt their competitiveness; if they could work together as an industry, the industry as a whole and the companies would be better off. Examples from extractive industry (corruption), beverage (sugar), apparel (supply chain), sales tactics (pharma) :*the largest asset managers own shares in most of the companies in an industry - progress of an entire industry would be beneficial; may also improve the resilience of the industry to shocks :*many perverse incentives are widespread before they become disasters - can the engagement and investment community motivate the companies to align good practices with customer interests, new product development...? huuzhd7nx1rzxkx4hua3z64xfzhkeo5 0 503 974 2016-11-11T17:04:21Z Greis>Michael 0 974 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Status == == Notes == === 2016-11-11 === *She and *May stick in slides on mixed assets - :*ESG Signal first ::*Now people are looking for a signal within the asset class.... ::*Follow SASB materiality - Have KPI; test materiality in different classes :*Think of where to plug it in - in which asset class is this signal most useful ::*equity, long-term, short-term ::*Fixed income may be the more interesting area to play the signal - because it's about risk :*Can't use this on illiquid assets at this point - don't have data :* Are doing some work with SASB - *Lunch the day after Stir-fry versus cooking everything separately John has been writing about that in the PRI publication === 2016-09-06 Call === Call with Andreas, Rob, Mahesh, Pernille (invited), MJG Overview (MJG) - Pernille to do intro on Unipension and fixed income there, followed by panel *Mahesh - thinks other drivers more dominant; what would we talk about? *Andreas - have created a fixed income lab since last year.. :*Can run models...can talk about KPIs :*Where are the fixed income (1 or 3-5 slides or more...) :*Same way as addressed it or equity....style investing.... :*One complete paper with KLD data :*Form portfolios, risk categories, etc. *Mahesh - how do you strip out yield curve and duration effects? *Andreas :*Yes, that's what we do :*Pricing model is extension of alison-gruber model :*US bond market - strip out duration, default, currency, equity :*That models 85-90% of portfolios :*Use that to assess portfolios :*Are using ESG scores from issuers :*Extende allison-gruber model :*AQR is doing something similar but not on ESG :*Are running it against mutual funds - can send that to us *Arik BenDor - Corporate returns *Barclay paper from Fall 2015 doesn't have Ben Dor as author *Mahesh thinks perhaps he did original work, then the paper's authors applied it to ESG. Conclusions: *'''Pernille''' to open with asset owner perspective - what Unipension is doing in ESG, move to fixed income and her work (along the lines she and I discussed last week) *'''Andreas''' will discuss his research and findings on fixed income since setting up the lab *'''Andreas''' (or moderator if we have one) will include an outline other work in the space - specifically Barclays papers *'''Andreas''' and '''Pernille''' will engage in a discussion/conversation from there *'''Pernille''' to open with asset owner perspective - what Unipension is doing in ESG, move to fixed income and her work *'''Andreas''' will discuss their research and findings on fixed income since setting up the lab *'''Andreas''' (or moderator if we have one) will outline other work - specifically Barclays papers *'''Andreas''' and '''Pernille''' will engage in a discussion Next Steps: *'''Andreas''' to talk with Pernille to outline what we propose and what they want to talk about *'''Mahesh''' sent us Barclays papers; '''Andreas''' to send his initial paper as referenced in the call *'''All''' will read and review the papers *'''Mahesh''' and Rob to research other performance work *'''Andreas''' will draft a short description of the session *Reconvene in 2-3 weeks to finalize details :*Stephanie to set up call == Description == == Background == 4cqu463pqw32bqta4cpdbiyh90cr2kx 975 974 2024-05-24T04:54:41Z Michael 1 1 revision imported 974 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == Status == == Notes == === 2016-11-11 === *She and *May stick in slides on mixed assets - :*ESG Signal first ::*Now people are looking for a signal within the asset class.... ::*Follow SASB materiality - Have KPI; test materiality in different classes :*Think of where to plug it in - in which asset class is this signal most useful ::*equity, long-term, short-term ::*Fixed income may be the more interesting area to play the signal - because it's about risk :*Can't use this on illiquid assets at this point - don't have data :* Are doing some work with SASB - *Lunch the day after Stir-fry versus cooking everything separately John has been writing about that in the PRI publication === 2016-09-06 Call === Call with Andreas, Rob, Mahesh, Pernille (invited), MJG Overview (MJG) - Pernille to do intro on Unipension and fixed income there, followed by panel *Mahesh - thinks other drivers more dominant; what would we talk about? *Andreas - have created a fixed income lab since last year.. :*Can run models...can talk about KPIs :*Where are the fixed income (1 or 3-5 slides or more...) :*Same way as addressed it or equity....style investing.... :*One complete paper with KLD data :*Form portfolios, risk categories, etc. *Mahesh - how do you strip out yield curve and duration effects? *Andreas :*Yes, that's what we do :*Pricing model is extension of alison-gruber model :*US bond market - strip out duration, default, currency, equity :*That models 85-90% of portfolios :*Use that to assess portfolios :*Are using ESG scores from issuers :*Extende allison-gruber model :*AQR is doing something similar but not on ESG :*Are running it against mutual funds - can send that to us *Arik BenDor - Corporate returns *Barclay paper from Fall 2015 doesn't have Ben Dor as author *Mahesh thinks perhaps he did original work, then the paper's authors applied it to ESG. Conclusions: *'''Pernille''' to open with asset owner perspective - what Unipension is doing in ESG, move to fixed income and her work (along the lines she and I discussed last week) *'''Andreas''' will discuss his research and findings on fixed income since setting up the lab *'''Andreas''' (or moderator if we have one) will include an outline other work in the space - specifically Barclays papers *'''Andreas''' and '''Pernille''' will engage in a discussion/conversation from there *'''Pernille''' to open with asset owner perspective - what Unipension is doing in ESG, move to fixed income and her work *'''Andreas''' will discuss their research and findings on fixed income since setting up the lab *'''Andreas''' (or moderator if we have one) will outline other work - specifically Barclays papers *'''Andreas''' and '''Pernille''' will engage in a discussion Next Steps: *'''Andreas''' to talk with Pernille to outline what we propose and what they want to talk about *'''Mahesh''' sent us Barclays papers; '''Andreas''' to send his initial paper as referenced in the call *'''All''' will read and review the papers *'''Mahesh''' and Rob to research other performance work *'''Andreas''' will draft a short description of the session *Reconvene in 2-3 weeks to finalize details :*Stephanie to set up call == Description == == Background == 4cqu463pqw32bqta4cpdbiyh90cr2kx 0 504 976 2016-10-20T15:29:29Z Greis>Michael 0 976 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Covers both Anna Snider's session (Product and Platforms) and the following panel (Peril & Promise of Fund Ratings) == Status == === 2016-10-19 Call === Panel There's a certainly utility to ratings - at individual security level and at the fund level *MSCI stuck with company level - not yet fund rating *Morningstar - fund rating *Flesh out those differences :*How should they be used by different investor bases, how they are using *How are you seeing these tools integrated into analysis? Fundamental or quant? *Noel - also how tools are being used by entities (wealth managers, etc.) assessing the utility of the offerings (fund/stock) for their clients *Anna - how analysts are using ratings and data (she has her own ideas and will share them) *Sarah - how our company ratings are being used; John on fund ratings Barrons article that came out - completely missed it. How much does materiality enter into it? How much does the holistic perspective come in? How much noise is there? Have we solved that issue. *Noel - different use cases for fund level information :*Different ways tools may be used - due diligence, reporting, etc. :*Limitations - what the ratings capture and what they don't capture *W *Sarah - Conversations around measuring intentionality - c *Intentionality & Materiality :*Investing in a fund that looking for SI opportunities as opposed to just being rated high :*Materiality of risk :*Drivers of investment returns :*What Hit the nail on the head again *Responsible for due diligence *Evolving process - figure out how to approach selection, then tweak it on the way.. :*Give a few examples.....ways we've evolved the process; how fund gets on our recommended list (or not) :*Dividing line *How do you see it going forward :*How should they set up strategies to differentiate themselves? :*What are the different models in the industry today? :*Where do you see the industry going? :*How people are using data *Anna and Linda have had a lot of philosophical discussions lately..... '''Panel''' *Limiting the introduction - role & focus on framework of your ratings (2-3 minutes) *Bulk of time talking about the utility of ratings (See above) == Notes == == Description == == Background == g1zetgsst6cd21bz60vrdykaf00mlrj 977 976 2024-05-24T04:54:41Z Michael 1 1 revision imported 976 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Covers both Anna Snider's session (Product and Platforms) and the following panel (Peril & Promise of Fund Ratings) == Status == === 2016-10-19 Call === Panel There's a certainly utility to ratings - at individual security level and at the fund level *MSCI stuck with company level - not yet fund rating *Morningstar - fund rating *Flesh out those differences :*How should they be used by different investor bases, how they are using *How are you seeing these tools integrated into analysis? Fundamental or quant? *Noel - also how tools are being used by entities (wealth managers, etc.) assessing the utility of the offerings (fund/stock) for their clients *Anna - how analysts are using ratings and data (she has her own ideas and will share them) *Sarah - how our company ratings are being used; John on fund ratings Barrons article that came out - completely missed it. How much does materiality enter into it? How much does the holistic perspective come in? How much noise is there? Have we solved that issue. *Noel - different use cases for fund level information :*Different ways tools may be used - due diligence, reporting, etc. :*Limitations - what the ratings capture and what they don't capture *W *Sarah - Conversations around measuring intentionality - c *Intentionality & Materiality :*Investing in a fund that looking for SI opportunities as opposed to just being rated high :*Materiality of risk :*Drivers of investment returns :*What Hit the nail on the head again *Responsible for due diligence *Evolving process - figure out how to approach selection, then tweak it on the way.. :*Give a few examples.....ways we've evolved the process; how fund gets on our recommended list (or not) :*Dividing line *How do you see it going forward :*How should they set up strategies to differentiate themselves? :*What are the different models in the industry today? :*Where do you see the industry going? :*How people are using data *Anna and Linda have had a lot of philosophical discussions lately..... '''Panel''' *Limiting the introduction - role & focus on framework of your ratings (2-3 minutes) *Bulk of time talking about the utility of ratings (See above) == Notes == == Description == == Background == g1zetgsst6cd21bz60vrdykaf00mlrj 0 505 978 2016-11-30T20:27:20Z Greis>Michael 0 978 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == 2016-11-11 == *Make performance relevant :*Use ESG in the data revolution :*Integrate into quant model :*Why we chose quant over discretionary :*Can switch it on an off, and so demonstrate performance :*That attracts investors not :*Transition to an age of ultimate transparency ::*Companies will no longer be able to hide *Integrate data Quyuen *Not known as quant shop, but have a quant platform *Investment strategy with a quant overlay *Surprising - sustainable *Global impact strategy *Use a number of data vendors *Develop proprietary ESG algorithm *Is an overlay to global impact *Consulting with HBS - develop a portfolio of 40-60 companies solving some of the world's largest problems :*10 themes social & environmental :*Impact :*Impact has been confined to private ::*Data helps us ::*Transparency - reporting back to client *Touching upon return - not sacrificing return :*MJG - don't need to push too hard on this for our audience, but worth mentioning *Target outperforming Laurent *30 years *Evolution from exclusion - *We are just an ESG firm. Integrated into our process *Increasing data availability - *What comes with quant is accountability Gareth *Easier as a moderator *Had in mind: *What the client wants...journey over decades - transparency of data - clients want to understand the outcome :*Responsible investment mandates *2,000 academic studies :*How does that translate into how we invest? :*Which are the most compelling? *What do we mean? '''Impact''' - attends a lot of events that talk about impact :*Get questions about how to measure... :*How to communicate *Age of transparency *Data availability - unprecedented, but not universal (emerging markets) Not impact in its traditional way - *Does sustainable behavior translate into something that you can measure? *How to look for it The impact for global equity strategies..... *Can't put a number on it for a company? *Systemic impact of many companies Conversation themes: *Quantification of impact (broad) *Transparency....(dispersion of transparency in different regions) *Quant and fundamental *Passive investment - tie to L/T & Systemic & Tim's issues Gareth - we combine fund. and quant *What is the optimum model for quant ESG *Need a combination? :*Laurent - hold ESG to same standards as any other indicator (alpha) ::*On risk side, lots of opportunitity to integrate fundamentals ::*Portfolio construction Flow: *Opening 5-7 minutes for each panelist *Conversation on the four themes == 10-6 conference call == Participating: *Jeremy Cote *MJG *Noel Friedman *Stephanie See Agenda item for details 17ua1tsl1ywxpdi28phta0wcqwgkbx9 979 978 2024-05-24T04:54:41Z Michael 1 1 revision imported 978 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == 2016-11-11 == *Make performance relevant :*Use ESG in the data revolution :*Integrate into quant model :*Why we chose quant over discretionary :*Can switch it on an off, and so demonstrate performance :*That attracts investors not :*Transition to an age of ultimate transparency ::*Companies will no longer be able to hide *Integrate data Quyuen *Not known as quant shop, but have a quant platform *Investment strategy with a quant overlay *Surprising - sustainable *Global impact strategy *Use a number of data vendors *Develop proprietary ESG algorithm *Is an overlay to global impact *Consulting with HBS - develop a portfolio of 40-60 companies solving some of the world's largest problems :*10 themes social & environmental :*Impact :*Impact has been confined to private ::*Data helps us ::*Transparency - reporting back to client *Touching upon return - not sacrificing return :*MJG - don't need to push too hard on this for our audience, but worth mentioning *Target outperforming Laurent *30 years *Evolution from exclusion - *We are just an ESG firm. Integrated into our process *Increasing data availability - *What comes with quant is accountability Gareth *Easier as a moderator *Had in mind: *What the client wants...journey over decades - transparency of data - clients want to understand the outcome :*Responsible investment mandates *2,000 academic studies :*How does that translate into how we invest? :*Which are the most compelling? *What do we mean? '''Impact''' - attends a lot of events that talk about impact :*Get questions about how to measure... :*How to communicate *Age of transparency *Data availability - unprecedented, but not universal (emerging markets) Not impact in its traditional way - *Does sustainable behavior translate into something that you can measure? *How to look for it The impact for global equity strategies..... *Can't put a number on it for a company? *Systemic impact of many companies Conversation themes: *Quantification of impact (broad) *Transparency....(dispersion of transparency in different regions) *Quant and fundamental *Passive investment - tie to L/T & Systemic & Tim's issues Gareth - we combine fund. and quant *What is the optimum model for quant ESG *Need a combination? :*Laurent - hold ESG to same standards as any other indicator (alpha) ::*On risk side, lots of opportunitity to integrate fundamentals ::*Portfolio construction Flow: *Opening 5-7 minutes for each panelist *Conversation on the four themes == 10-6 conference call == Participating: *Jeremy Cote *MJG *Noel Friedman *Stephanie See Agenda item for details 17ua1tsl1ywxpdi28phta0wcqwgkbx9 0 506 980 2016-11-03T14:43:38Z Greis>Michael 0 980 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == 2016-11-03 Call == Prep call with Steve and Tim *Intro & thanks *Substance - form and structure :*Update from our lunch conversation *Logistics *Promotion *Reminders: :*Additional material :*Polling :*A/V Needs :*Social Media & Outreach '''Content''' *Steve and TIm have been talking *TIIP will come out with results of study on Monday *Steve will talk about the survey *Tim will talk about ongoing surveys and qualitative research :*Long-termism from CEO perspective Overall theme - conversation/self-moderated discussion *Idea of long-termism is about more than just the holding period of the investment *Translate the meaning :*May touch upon danger of thinking about it just in holding period terms *Questions through app :*Steve will provide Mon or Tues; out rest of week Steve *Brief mention of the two organizations and projects (5 minutes each) *Definition of long-term (10 minutes) :*What does long-term mean for investors? How are they using it? :*What does long-term mean for corporate executives? How are they using it? :*How do those overlap, and how not? *Examples (10 minutes) :*What does an investors look for in a company :*What does a company look for in a long-term shareholder *Implications for future (5 minutes) Tim - set up is so important - long-term means a lot more than just holding period *The two perspectives will not be the same *They will be overlapping and somewhat incongrous *How do we get them to work together? *Index investors view themselves as long-term.... :*Exxon - revenue down, profits down, debt up, stock price up. Why? ::*Because of fund flows, more buy than sell orders....they buy. :*Upward price pressure because of index buyers :*CEOs not getting support :*Looking for investors to give them performance-based feedback :*Is this possible? Yes, but they would have to change their engagement strategy *Are about 3% of investors who are active managers, hold for a long time, concentrated :*Not enough - could index investors team *Must this be done through investment firms? *Steve - adjusted index - fossil-fuel free, characteristics that reflect a long-term value of the company :*Some of smart beta indexes do his - combined with ESG :*Axa exploring this.... *MJG - tie this back to products and platforms *State Street, Blackrock and Vanguard largest :*Widely held indexes & ETFs - so huge and liquid, spread is so tight :*Lots of owners moving in - sticky ownership, change slow :*Until these strategies take over and dominate - intensive engagement by index holders *Could these large firms look outside for focused engagement strategies? :*Different clients - on what grounds do you pick? :*Smaller firms - choose an engagement manager - like Hermes/EOS; or JDS? Stockholm ::*Pools the collective force of multiple clients *Especially large, on what grounds does the firm choose on which topics to engage? :*Governance - relatively controversial Context - understanding need to be aware of - CEOs face a headwind in engaging with these investors and reps; upward price bias from index funds.... '''Publicity''' *Steve - announcement of survey and web site launch :*Put us in touch with Bill Burkhart and/or Kelly (Conneely?) :*Joint publication of TIIP and IRRCI *Tim - 10 CEOs present long-term plan to 100 investors :*Lunch, 2 tracks of 5 CEO's presenting long-term multi-stakeholder plans :*Will send info for publicity :*Investor-friendly survey questions - may do as poll and leave open for further submissions I will be connecting with Sarah. :*Her staff are Kennedy School classmates of Tim's - work together :*MJG - suggest to Tim to let the audience make the connection; more powerful cu06ofkrfod1qje9x3xmp66zcoibjc5 981 980 2024-05-24T04:54:41Z Michael 1 1 revision imported 980 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} == 2016-11-03 Call == Prep call with Steve and Tim *Intro & thanks *Substance - form and structure :*Update from our lunch conversation *Logistics *Promotion *Reminders: :*Additional material :*Polling :*A/V Needs :*Social Media & Outreach '''Content''' *Steve and TIm have been talking *TIIP will come out with results of study on Monday *Steve will talk about the survey *Tim will talk about ongoing surveys and qualitative research :*Long-termism from CEO perspective Overall theme - conversation/self-moderated discussion *Idea of long-termism is about more than just the holding period of the investment *Translate the meaning :*May touch upon danger of thinking about it just in holding period terms *Questions through app :*Steve will provide Mon or Tues; out rest of week Steve *Brief mention of the two organizations and projects (5 minutes each) *Definition of long-term (10 minutes) :*What does long-term mean for investors? How are they using it? :*What does long-term mean for corporate executives? How are they using it? :*How do those overlap, and how not? *Examples (10 minutes) :*What does an investors look for in a company :*What does a company look for in a long-term shareholder *Implications for future (5 minutes) Tim - set up is so important - long-term means a lot more than just holding period *The two perspectives will not be the same *They will be overlapping and somewhat incongrous *How do we get them to work together? *Index investors view themselves as long-term.... :*Exxon - revenue down, profits down, debt up, stock price up. Why? ::*Because of fund flows, more buy than sell orders....they buy. :*Upward price pressure because of index buyers :*CEOs not getting support :*Looking for investors to give them performance-based feedback :*Is this possible? Yes, but they would have to change their engagement strategy *Are about 3% of investors who are active managers, hold for a long time, concentrated :*Not enough - could index investors team *Must this be done through investment firms? *Steve - adjusted index - fossil-fuel free, characteristics that reflect a long-term value of the company :*Some of smart beta indexes do his - combined with ESG :*Axa exploring this.... *MJG - tie this back to products and platforms *State Street, Blackrock and Vanguard largest :*Widely held indexes & ETFs - so huge and liquid, spread is so tight :*Lots of owners moving in - sticky ownership, change slow :*Until these strategies take over and dominate - intensive engagement by index holders *Could these large firms look outside for focused engagement strategies? :*Different clients - on what grounds do you pick? :*Smaller firms - choose an engagement manager - like Hermes/EOS; or JDS? Stockholm ::*Pools the collective force of multiple clients *Especially large, on what grounds does the firm choose on which topics to engage? :*Governance - relatively controversial Context - understanding need to be aware of - CEOs face a headwind in engaging with these investors and reps; upward price bias from index funds.... '''Publicity''' *Steve - announcement of survey and web site launch :*Put us in touch with Bill Burkhart and/or Kelly (Conneely?) :*Joint publication of TIIP and IRRCI *Tim - 10 CEOs present long-term plan to 100 investors :*Lunch, 2 tracks of 5 CEO's presenting long-term multi-stakeholder plans :*Will send info for publicity :*Investor-friendly survey questions - may do as poll and leave open for further submissions I will be connecting with Sarah. :*Her staff are Kennedy School classmates of Tim's - work together :*MJG - suggest to Tim to let the audience make the connection; more powerful cu06ofkrfod1qje9x3xmp66zcoibjc5 0 507 982 2016-07-28T14:47:04Z Greis>Michael 0 982 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} <hr /> This outline has been supplanted by the [[BSAS/Sustainable Investing 2016/Draft Agenda|Draft Agenda]] page. The draft agenda page uses collapsible sections to hold the internal "working" material and notes. When all the sections are collapsed, the page can be cut & pasted into a note or document for use with speakers and others. <hr /> '''{{color|#0000cc|Keynote}}''' - '''John Streur''' {{color||(confirmed)}} :President & CEO :Calvert Investments <div id="mw-customcollapsible-0" class="mw-collapsible mw-collapsed"><br /><hr /> *'''Lynn Stout''' - we weren't able to work out the schedule so that she could do both the seminar and an invited talk for BC. Doing both would have justified the trip & time away from Cornell during the semester. <hr /></div> '''{{color|#0000cc|Products and Platforms}}''' - '''Anna Snider''' {{color||(invited)}} :Head of Due Diligence, CIO Office :Merrill Lynch *Anna has expressed interest in participating. We are scheduled to talk on 07-12. *General idea is a discussion of the evolution of sustainable investing offerings available in the market, the due diligence undertaken to make products available on major platforms, directions, and issues arising from the huge growth in available offerings. '''{{color|#0000cc|The Promise and Peril of Fund Ratings}}''' :Anna Snider as moderator? ::If not, practitioner? "test drive" report? :Senior product leader from MSCI :Senior product leader from Sustainalytics/Mornginstar *Moderator leads conversation with representatives from MSCI & Sustainalytics/Morningstar on requirements & futures *'''Not''' a marketing pitch and '''not''' a "me-too" roundtable *Substantive discussion of the appropriate role, limitations and future capabilities of fund ratings '''{{color|#0000cc|The Evolving Asset Owner - Asset Manager Relationship}}''' :'''Carol Geremia''', Co-Head of Global Distribution at MFS :'''Asset Owner(s)''' *Bob Eccles suggested Carol to lead a conversation on this topic with an asset owner (or two) '''{{color|#0000cc|Asset Owner}}''' *Asset owner speaker as in previous years to provide insight on approaches and results from sustainable investing *Could be paired with or joined to Asset Owner/Asset Manager conversation *Reaching out to '''Sarah McPhee''' (recently named chair of AP4; extensive career in risk management, compliance and investment management; senior positions and directorships at multiple firms. *Explored (but did not pursue) AP4 CIO '''Mats Andersson''' last year. ::*He is leaving AP4 as of June. Starting own fund? *'''CDPQ''' *'''Other Canadian fund''' *'''Allianz''' (hard to get, but make connection?) '''{{color|#0000cc|A Fresh Perspective on Engagement}}''' :'''George Serafeim''', HBS {{color||(confirmed)}} :*Talked with George 2016-06-09 - very excited about participating :*George is about to release a paper on the performance impact of engagement. As we know, he is a leader in academic studies of the impact of material ESG factors on stock price. :*Would like to have George's research serve as an opening for either another speaker or a panel on the latest trends in engagement. :'''Sr. Patricia Daly''', Tri-State Coalition for Responsible Investment {{color||(invited)}} :*Successful and renowned engagement practitioner :*Keys off Serafeim research showing most effective engagements is by religious organizations :*Future directions for engagement :Alternate candidates: ::*'''ICCR''' (Noel to research & ID) ::*'''Mike Garland''' - NY City Pension Fund; very active & successful ::*'''Steve Pine''' - Boston Common (prefer asset owner) ::*'''Natasha Lamb''' - hard to get; not asset owner, but very effective ::*'''Deborah Winshel''' - Blackrock head of engagement '''{{color|#0000cc|University Endowment Panel}}''' *Tony Cortese and Georges Dyer of the Intentional Endowments Network have offered to put together a panel for university endowment officers. *We will identify a topic from among the themes and topics we develop for the seminar. *IEN will recruit the panel. *Possible topics: :*Given that university endowments should be leaders in SI, why are they laggards? Obstacles? How to overcome? :*Universities have been most active on carbon. Perhaps a good way to include this very important issue, since we did a lot with it last year *Katherine G? at Stanford - suggested by Noel '''{{color|#0000cc|Fixed Income Topics - Performance?}}''' *Andreas Hoepner suggested a fixed income performance panel with several fixed income practitioners *Would be in a similar vein to the performance session he and Stephen Freedman of UBS did last year *Candidates: ::'''Arik BenDor''', Barclays (Noel to follow up) *Michael to send note to Andreas to introduce Rob, mention Arik and ask them to connect '''{{color|#0000cc|Quantitative Sustainable Investing}}''' *An overview and/or panel on quantitative approaches to sustainable investing *Panel of practitioners discussing their approaches and the future of the field? *Contacts/Candidates: ::'''Andreas Feiner''' - Arabesque ::'''Asha Mehta''' - Acadian ::Add others... '''{{color|#0000cc|Long Term Investing and Systemic Impacts}}''' :'''Steve Lydenberg''', The Investment Integration Project (TIIP) {{color||(confirmed)}} :'''Tim Youmans''', CECP's Strategic Investor Initiative''' (SII) {{color||(confirmed)}} *CECP is a coalition of more than 150 CEOs of the world's largest companies. *CECP's SII seeks to catalyze relationships between CEOs and investors to promote long-term investing and value creation. *The SII will be publicly launched this fall accompanied by a white paper describing its role within the larger sustainable investing movement. *TIIP is holding a second convening this July. It will be in California with large investors. *I have talked with '''Tim Youmans''' of HBS, who is staffing the SII launch and '''Steve Lydenberg''' about putting together a panel on longer term investing and system impacts, drawing for the work SII and TIIP are doing. '''{{color|#0000cc|Closing Session}}''' :'''Bob Eccles''' - willing to close as he did last year :{{color||2016-06-03}} - Bob now has a board meeting in Stockholm on 11/16, so he cannot be there. *Possible video link to allow Bob to participate? :*I've been talking with Bob along the way; he is enthusiastic about the developing program and knows much of the work and many of the potential speakers, so he might be able to contribute at a distance. *Otherwise, do we aim for a "must see" closing keynote? (Higher risk...and harder to accomplish) '''{{color|#0000cc|Other Updates}}''' *Blackrock *Pimco <hr /> '''Archive''' '''{{color|#0000cc|Other Topics and Ideas}}''' from our [https://basecamp.com/2702632/projects/11899670/documents/10756764 initial planning meeting] in March? - for example, *'''{{color|#0000cc|ESG Ratings for Funds}}''' - As a paired session with Anna Snider? - '''{{color||Noel - your thoughts?}}''' *'''SASB''' follow-up - I've talked over some general lideas with SASB; they are interested in being involved again :*Hands-on Workshop with senior SASB staff - morning or afternoon before? *'''{{color|#0000cc|Impact}}'''? - '''{{color||Jose Luis}}''' mentioned Calvert in this context *Fill in the blank... ex9rz4b8hkrj4r2fel5f71lwn7k1dgx 983 982 2024-05-24T04:54:41Z Michael 1 1 revision imported 982 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} <hr /> This outline has been supplanted by the [[BSAS/Sustainable Investing 2016/Draft Agenda|Draft Agenda]] page. The draft agenda page uses collapsible sections to hold the internal "working" material and notes. When all the sections are collapsed, the page can be cut & pasted into a note or document for use with speakers and others. <hr /> '''{{color|#0000cc|Keynote}}''' - '''John Streur''' {{color||(confirmed)}} :President & CEO :Calvert Investments <div id="mw-customcollapsible-0" class="mw-collapsible mw-collapsed"><br /><hr /> *'''Lynn Stout''' - we weren't able to work out the schedule so that she could do both the seminar and an invited talk for BC. Doing both would have justified the trip & time away from Cornell during the semester. <hr /></div> '''{{color|#0000cc|Products and Platforms}}''' - '''Anna Snider''' {{color||(invited)}} :Head of Due Diligence, CIO Office :Merrill Lynch *Anna has expressed interest in participating. We are scheduled to talk on 07-12. *General idea is a discussion of the evolution of sustainable investing offerings available in the market, the due diligence undertaken to make products available on major platforms, directions, and issues arising from the huge growth in available offerings. '''{{color|#0000cc|The Promise and Peril of Fund Ratings}}''' :Anna Snider as moderator? ::If not, practitioner? "test drive" report? :Senior product leader from MSCI :Senior product leader from Sustainalytics/Mornginstar *Moderator leads conversation with representatives from MSCI & Sustainalytics/Morningstar on requirements & futures *'''Not''' a marketing pitch and '''not''' a "me-too" roundtable *Substantive discussion of the appropriate role, limitations and future capabilities of fund ratings '''{{color|#0000cc|The Evolving Asset Owner - Asset Manager Relationship}}''' :'''Carol Geremia''', Co-Head of Global Distribution at MFS :'''Asset Owner(s)''' *Bob Eccles suggested Carol to lead a conversation on this topic with an asset owner (or two) '''{{color|#0000cc|Asset Owner}}''' *Asset owner speaker as in previous years to provide insight on approaches and results from sustainable investing *Could be paired with or joined to Asset Owner/Asset Manager conversation *Reaching out to '''Sarah McPhee''' (recently named chair of AP4; extensive career in risk management, compliance and investment management; senior positions and directorships at multiple firms. *Explored (but did not pursue) AP4 CIO '''Mats Andersson''' last year. ::*He is leaving AP4 as of June. Starting own fund? *'''CDPQ''' *'''Other Canadian fund''' *'''Allianz''' (hard to get, but make connection?) '''{{color|#0000cc|A Fresh Perspective on Engagement}}''' :'''George Serafeim''', HBS {{color||(confirmed)}} :*Talked with George 2016-06-09 - very excited about participating :*George is about to release a paper on the performance impact of engagement. As we know, he is a leader in academic studies of the impact of material ESG factors on stock price. :*Would like to have George's research serve as an opening for either another speaker or a panel on the latest trends in engagement. :'''Sr. Patricia Daly''', Tri-State Coalition for Responsible Investment {{color||(invited)}} :*Successful and renowned engagement practitioner :*Keys off Serafeim research showing most effective engagements is by religious organizations :*Future directions for engagement :Alternate candidates: ::*'''ICCR''' (Noel to research & ID) ::*'''Mike Garland''' - NY City Pension Fund; very active & successful ::*'''Steve Pine''' - Boston Common (prefer asset owner) ::*'''Natasha Lamb''' - hard to get; not asset owner, but very effective ::*'''Deborah Winshel''' - Blackrock head of engagement '''{{color|#0000cc|University Endowment Panel}}''' *Tony Cortese and Georges Dyer of the Intentional Endowments Network have offered to put together a panel for university endowment officers. *We will identify a topic from among the themes and topics we develop for the seminar. *IEN will recruit the panel. *Possible topics: :*Given that university endowments should be leaders in SI, why are they laggards? Obstacles? How to overcome? :*Universities have been most active on carbon. Perhaps a good way to include this very important issue, since we did a lot with it last year *Katherine G? at Stanford - suggested by Noel '''{{color|#0000cc|Fixed Income Topics - Performance?}}''' *Andreas Hoepner suggested a fixed income performance panel with several fixed income practitioners *Would be in a similar vein to the performance session he and Stephen Freedman of UBS did last year *Candidates: ::'''Arik BenDor''', Barclays (Noel to follow up) *Michael to send note to Andreas to introduce Rob, mention Arik and ask them to connect '''{{color|#0000cc|Quantitative Sustainable Investing}}''' *An overview and/or panel on quantitative approaches to sustainable investing *Panel of practitioners discussing their approaches and the future of the field? *Contacts/Candidates: ::'''Andreas Feiner''' - Arabesque ::'''Asha Mehta''' - Acadian ::Add others... '''{{color|#0000cc|Long Term Investing and Systemic Impacts}}''' :'''Steve Lydenberg''', The Investment Integration Project (TIIP) {{color||(confirmed)}} :'''Tim Youmans''', CECP's Strategic Investor Initiative''' (SII) {{color||(confirmed)}} *CECP is a coalition of more than 150 CEOs of the world's largest companies. *CECP's SII seeks to catalyze relationships between CEOs and investors to promote long-term investing and value creation. *The SII will be publicly launched this fall accompanied by a white paper describing its role within the larger sustainable investing movement. *TIIP is holding a second convening this July. It will be in California with large investors. *I have talked with '''Tim Youmans''' of HBS, who is staffing the SII launch and '''Steve Lydenberg''' about putting together a panel on longer term investing and system impacts, drawing for the work SII and TIIP are doing. '''{{color|#0000cc|Closing Session}}''' :'''Bob Eccles''' - willing to close as he did last year :{{color||2016-06-03}} - Bob now has a board meeting in Stockholm on 11/16, so he cannot be there. *Possible video link to allow Bob to participate? :*I've been talking with Bob along the way; he is enthusiastic about the developing program and knows much of the work and many of the potential speakers, so he might be able to contribute at a distance. *Otherwise, do we aim for a "must see" closing keynote? (Higher risk...and harder to accomplish) '''{{color|#0000cc|Other Updates}}''' *Blackrock *Pimco <hr /> '''Archive''' '''{{color|#0000cc|Other Topics and Ideas}}''' from our [https://basecamp.com/2702632/projects/11899670/documents/10756764 initial planning meeting] in March? - for example, *'''{{color|#0000cc|ESG Ratings for Funds}}''' - As a paired session with Anna Snider? - '''{{color||Noel - your thoughts?}}''' *'''SASB''' follow-up - I've talked over some general lideas with SASB; they are interested in being involved again :*Hands-on Workshop with senior SASB staff - morning or afternoon before? *'''{{color|#0000cc|Impact}}'''? - '''{{color||Jose Luis}}''' mentioned Calvert in this context *Fill in the blank... ex9rz4b8hkrj4r2fel5f71lwn7k1dgx 0 508 984 2016-11-08T01:38:33Z Greis>Michael 0 984 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> __NOTOC__ {{ProjectSubPage|project work|}} == Confirmed == *'''John Streur''' *'''Anna Snider''' *'''George Serafeim''' *'''Steve Lydenberg''' *'''Tim Youmans''' *'''Sarah Williamson''' *'''Sr. Patricia Daly''' *'''Pernille Jessen''' == Invited == == Candidates == *'''IEN Panel''' - Follow-up with Georges Dyer *'''Magnus Eriksson''' - CIO & Deputy CEO, AP4 {{color||Follow up}} :*Magnus stepped down as CIO in March 2016; a successor has not been named as of June 2016. :*Considered in 2015 - [[BSAS/Sustainable_Investing_2015/Speakers|2015 notes]] on Magnus *'''Mats Andersson''' - AP4 CEO, announced in March 2016 he would stepping down after 10 years as CEO :*[http://www.ai-cio.com/channel/newsmakers/mats-andersson-to-receive-lifetime-achievement-award/ June article] on Andersson :*Mats will participate in a CFA Institute webinar on '''Hedging Climate Risk''' {{color||2016-09-06}} *'''Niklas Ekvall''' - incoming AP4 CEO :*[http://www.ai-cio.com/channel/NEWSMAKERS/AP4-Reveals-Succession-Plan-for-CEO/ Announced in June], will take over in October *Sister '''Susan Vickers''' - Vice President Corporate Responsibility for Dignity Health. She is responsible for directing and overseeing system wide corporate social responsibility and sustainability programs. Suggested by Jean Rogers. == Invited but not available == *'''Sarah McPhee''' From Jessica/Arabesque, Chair of AP4 :*See [[#Names from Jessica at Arabesque|this section]] :*Did not respond *'''[[involved::Lynn Stout]]''' (available for 11/15, 11/16, 11/17; 11/15 preferred) *'''Bob Eccles''' - {{color||Pre-empted by board meeting in Sweden on 11-16}} - Alternatives? *'''Steve Waygood''' - Chief Responsible Investment Officer at Aviva Investors (London) :*Invited 2016-08-26 - responded with regrets 2016-09-01 :*2015 [https://www.youtube.com/watch?v=wdTqQV_Hlx4 TedX talk] *'''Carol Geremia''' :*Carol has to travel and no longer able to participate ~{{color||2016-08-19}} :*Note to Carol to schedule call {{color||2016-07-26}} :*Bob confirmed Carol's participation {{color||2016-07-14}} :*Request for contact through '''[[involved::Bob Parsons]]''' at MFS {{color||2016-07-06}} :*Follow-up invitation {{color||2016-06-27}} :*Loop in Rob Wilson == Notes for future events == *Generation Investment Management - '''David Blood''' (spoke at [http://www.intentionalendowments.org/luc_forum IEN Loyola forum] 11/1/16 or '''Peter Knight''' (whom I met at the 2015 Yale Low Carbon Investment Case Competition). *Other VC I met at 2015 Yale event == Background == *'''Pernille Jessen''' UNIPension Sweden, via Andreas :*Talked 2016-09-01 - she will be traveling in US in November and is available ::*Discussed paired remarks on Unipension and fixed income panel :*NB: UNIPension is going through some changes. :*Researched related names - Niles Erik Petersen, Kenneth Petersen, Zaika? Strautmane :*Sent follow-up note {{color||2016-08-24}} ::*Positioning connected to Fixed Income performance (rather than standalone "name" asset owner) == Researched == === Names from Jessica at Arabesque === *'''Names from Jessica/Arabesque''' {{color||Research completed 2016-06-27}} :*'''Sarah McPhee''' Sarah McPhee <sarah.e.mcphee@icloud.com> {{color||Follow up}} ::https://se.linkedin.com/in/sarah-mcphee-4298b4b ::Videos/presentations - only found in Swedish.... ::former CEO, Chairwoman, etc. ::Currently has own advisory & asset management firm ::'''Chair of AP4 as of 5/16''' ::'''Looked at Magnus Erikson, AP4 CIO''' for 2015 session ::Swedish Environmental Magazine Most Powerful Environmentalist award 2015 ::Extensive experience since 1979 - much work in risk & compliance ::Compliance for AP4 2001-04 ::CIO AMF Pension 2004-08 ::Multiple board and advisory positions :*'''Johan Florén'''' <Johan.Floren@ap7.se> {{color||Position not a fit - need higher level/broader perspective}} ::https://se.linkedin.com/in/johan-florén-78638b4 ::Head of Communications and ESG, AP7, Chairman of Swesif ::Videos/presentations - none found :*'''Anne-Charlotte Hormgard''' <Anne-Charlotte.Hormgard@ap3.se> {{color||need higher level}} ::https://se.linkedin.com/in/anne-charlotte-hormgard-7417b326 ::Senior Manager, Asset Management AP3 Swedish pensionfund ::LinkedIn lists only this position ::Other AP3 leadership - '''Martin Lindeborg''', CIO & Deputy CEO; others found on "people also viewed" for her :*'''Christina Olivecrona''' <christina.olivecrona@ap2.se> {{color||need higher level}} ::https://se.linkedin.com/in/christina-olivecrona-25598911 ::Sustainability Analyst at AP2 since 2010 ::PhD candidate 2005 :*'''Gunnela Hahn''' <Gunnela.Hahn@svenskakyrkan.se> {{color||looking for non-ESG focused asset owner}} ::https://se.linkedin.com/in/gunnela-hahn-04978778 ::Head of Responsible Investment, Church of Sweden pensionfund ::No videos found :*'''Christina Hillesöy''' <Christina.Hillesoy@lansforsakringar.se> {{color||ESG communications and oversight, not investment responsibility}} ::https://se.linkedin.com/in/christina-kusoffsky-hillesöy-51a7645 ::Head of Responsible Investments, Asset Management at Länsförsäkringar AB (Swedish fund manager and insurance company) ::Lists as ESG communications specialist ::Previously Chairwoman of Ethical Council for AP1 - AP4 Swedish pension funds ::Previously Head of Communications & Sustainable Investments, AP3 :*'''John Howchin''' <John.Howchin@ethicalcouncil.com> {{color||level, ESG responsibilities only}} ::https://se.linkedin.com/in/john-howchin-7261a66b/en ::Secretary General of Ethical Council for AP1 - AP4 Swedish pension funds since 2010 ::On Asset Management Committee for Mistra (software company?) ::Previously research director and analyst :*'''Thomas Kjærgaard''' <thomas.kjaergaard@danskecapital.com> {{color||not sufficiently senior?}} ::https://dk.linkedin.com/in/thkjaergaard ::Head of Responsible Investments, Chief Analyst (ESG), Danske Capital (part of Danske Bank) ::Left University in 2004 ::Danske Capital - ESG/large Danish Asset manager managing money for Danica Pension :*'''Rasmus Juhl Pedersen''' <rjp@pbu.dk>, PBU ESG/danish pensionfund {{color||institution a fit?}} ::https://dk.linkedin.com/in/rasmus-juhl-pedersen-6994708 ::Head of ESG, PBU (Pædagogernes Pensionskasse. Pension Fund of Early Childhood Teachers) ::Describes self as "business economist" :*'''Susanne Gløersen''' <Susanne.Gloersen@formue.no> {{color||not sufficiently senior}} ::No external link to profile https://www.linkedin.com/in/susanne-gl%C3%B8ersen-880b231b ::Sustainability Strategist, Formueforvaltning AS (small Norwegian Familyoffice advisor) ::Previously ESG Analyst ::Left University ~2008 ---- ql8e1y5rq9zzuavd3tdhd5pu37aywjx 985 984 2024-05-24T04:54:41Z Michael 1 1 revision imported 984 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> __NOTOC__ {{ProjectSubPage|project work|}} == Confirmed == *'''John Streur''' *'''Anna Snider''' *'''George Serafeim''' *'''Steve Lydenberg''' *'''Tim Youmans''' *'''Sarah Williamson''' *'''Sr. Patricia Daly''' *'''Pernille Jessen''' == Invited == == Candidates == *'''IEN Panel''' - Follow-up with Georges Dyer *'''Magnus Eriksson''' - CIO & Deputy CEO, AP4 {{color||Follow up}} :*Magnus stepped down as CIO in March 2016; a successor has not been named as of June 2016. :*Considered in 2015 - [[BSAS/Sustainable_Investing_2015/Speakers|2015 notes]] on Magnus *'''Mats Andersson''' - AP4 CEO, announced in March 2016 he would stepping down after 10 years as CEO :*[http://www.ai-cio.com/channel/newsmakers/mats-andersson-to-receive-lifetime-achievement-award/ June article] on Andersson :*Mats will participate in a CFA Institute webinar on '''Hedging Climate Risk''' {{color||2016-09-06}} *'''Niklas Ekvall''' - incoming AP4 CEO :*[http://www.ai-cio.com/channel/NEWSMAKERS/AP4-Reveals-Succession-Plan-for-CEO/ Announced in June], will take over in October *Sister '''Susan Vickers''' - Vice President Corporate Responsibility for Dignity Health. She is responsible for directing and overseeing system wide corporate social responsibility and sustainability programs. Suggested by Jean Rogers. == Invited but not available == *'''Sarah McPhee''' From Jessica/Arabesque, Chair of AP4 :*See [[#Names from Jessica at Arabesque|this section]] :*Did not respond *'''[[involved::Lynn Stout]]''' (available for 11/15, 11/16, 11/17; 11/15 preferred) *'''Bob Eccles''' - {{color||Pre-empted by board meeting in Sweden on 11-16}} - Alternatives? *'''Steve Waygood''' - Chief Responsible Investment Officer at Aviva Investors (London) :*Invited 2016-08-26 - responded with regrets 2016-09-01 :*2015 [https://www.youtube.com/watch?v=wdTqQV_Hlx4 TedX talk] *'''Carol Geremia''' :*Carol has to travel and no longer able to participate ~{{color||2016-08-19}} :*Note to Carol to schedule call {{color||2016-07-26}} :*Bob confirmed Carol's participation {{color||2016-07-14}} :*Request for contact through '''[[involved::Bob Parsons]]''' at MFS {{color||2016-07-06}} :*Follow-up invitation {{color||2016-06-27}} :*Loop in Rob Wilson == Notes for future events == *Generation Investment Management - '''David Blood''' (spoke at [http://www.intentionalendowments.org/luc_forum IEN Loyola forum] 11/1/16 or '''Peter Knight''' (whom I met at the 2015 Yale Low Carbon Investment Case Competition). *Other VC I met at 2015 Yale event == Background == *'''Pernille Jessen''' UNIPension Sweden, via Andreas :*Talked 2016-09-01 - she will be traveling in US in November and is available ::*Discussed paired remarks on Unipension and fixed income panel :*NB: UNIPension is going through some changes. :*Researched related names - Niles Erik Petersen, Kenneth Petersen, Zaika? Strautmane :*Sent follow-up note {{color||2016-08-24}} ::*Positioning connected to Fixed Income performance (rather than standalone "name" asset owner) == Researched == === Names from Jessica at Arabesque === *'''Names from Jessica/Arabesque''' {{color||Research completed 2016-06-27}} :*'''Sarah McPhee''' Sarah McPhee <sarah.e.mcphee@icloud.com> {{color||Follow up}} ::https://se.linkedin.com/in/sarah-mcphee-4298b4b ::Videos/presentations - only found in Swedish.... ::former CEO, Chairwoman, etc. ::Currently has own advisory & asset management firm ::'''Chair of AP4 as of 5/16''' ::'''Looked at Magnus Erikson, AP4 CIO''' for 2015 session ::Swedish Environmental Magazine Most Powerful Environmentalist award 2015 ::Extensive experience since 1979 - much work in risk & compliance ::Compliance for AP4 2001-04 ::CIO AMF Pension 2004-08 ::Multiple board and advisory positions :*'''Johan Florén'''' <Johan.Floren@ap7.se> {{color||Position not a fit - need higher level/broader perspective}} ::https://se.linkedin.com/in/johan-florén-78638b4 ::Head of Communications and ESG, AP7, Chairman of Swesif ::Videos/presentations - none found :*'''Anne-Charlotte Hormgard''' <Anne-Charlotte.Hormgard@ap3.se> {{color||need higher level}} ::https://se.linkedin.com/in/anne-charlotte-hormgard-7417b326 ::Senior Manager, Asset Management AP3 Swedish pensionfund ::LinkedIn lists only this position ::Other AP3 leadership - '''Martin Lindeborg''', CIO & Deputy CEO; others found on "people also viewed" for her :*'''Christina Olivecrona''' <christina.olivecrona@ap2.se> {{color||need higher level}} ::https://se.linkedin.com/in/christina-olivecrona-25598911 ::Sustainability Analyst at AP2 since 2010 ::PhD candidate 2005 :*'''Gunnela Hahn''' <Gunnela.Hahn@svenskakyrkan.se> {{color||looking for non-ESG focused asset owner}} ::https://se.linkedin.com/in/gunnela-hahn-04978778 ::Head of Responsible Investment, Church of Sweden pensionfund ::No videos found :*'''Christina Hillesöy''' <Christina.Hillesoy@lansforsakringar.se> {{color||ESG communications and oversight, not investment responsibility}} ::https://se.linkedin.com/in/christina-kusoffsky-hillesöy-51a7645 ::Head of Responsible Investments, Asset Management at Länsförsäkringar AB (Swedish fund manager and insurance company) ::Lists as ESG communications specialist ::Previously Chairwoman of Ethical Council for AP1 - AP4 Swedish pension funds ::Previously Head of Communications & Sustainable Investments, AP3 :*'''John Howchin''' <John.Howchin@ethicalcouncil.com> {{color||level, ESG responsibilities only}} ::https://se.linkedin.com/in/john-howchin-7261a66b/en ::Secretary General of Ethical Council for AP1 - AP4 Swedish pension funds since 2010 ::On Asset Management Committee for Mistra (software company?) ::Previously research director and analyst :*'''Thomas Kjærgaard''' <thomas.kjaergaard@danskecapital.com> {{color||not sufficiently senior?}} ::https://dk.linkedin.com/in/thkjaergaard ::Head of Responsible Investments, Chief Analyst (ESG), Danske Capital (part of Danske Bank) ::Left University in 2004 ::Danske Capital - ESG/large Danish Asset manager managing money for Danica Pension :*'''Rasmus Juhl Pedersen''' <rjp@pbu.dk>, PBU ESG/danish pensionfund {{color||institution a fit?}} ::https://dk.linkedin.com/in/rasmus-juhl-pedersen-6994708 ::Head of ESG, PBU (Pædagogernes Pensionskasse. Pension Fund of Early Childhood Teachers) ::Describes self as "business economist" :*'''Susanne Gløersen''' <Susanne.Gloersen@formue.no> {{color||not sufficiently senior}} ::No external link to profile https://www.linkedin.com/in/susanne-gl%C3%B8ersen-880b231b ::Sustainability Strategist, Formueforvaltning AS (small Norwegian Familyoffice advisor) ::Previously ESG Analyst ::Left University ~2008 ---- ql8e1y5rq9zzuavd3tdhd5pu37aywjx 0 509 986 2016-02-15T22:27:24Z Greis>Michael 0 /* Partnership with Morningstar */ 986 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage||Project Work|}} == Sustainalytics == {{color||2016-02-05}} - Initial call with [[involved::Sarah Cohn]] to discuss Sustainalytics' involvement. === Partnership with Morningstar === Near-term event in Boston? *'''John Hale''' - Director of Manager Research, North America (MS) and *'''Diederik Timmer''' - Executive Vice President, Global Head of Institutional Relations (Sustainalytics) :*Did the session in Chicago - more educational and interactive :*Aperio and others - Great Lakes Advisors, MM Social Capital Event in Boston - early March (8th or 9th) *Will be here for Aperio client session (breakfast 8th?); not yet confirmed To-do: *Reconnect next week on whether separate events (Aperio & BASIC) or combined events makes most sense :*MJG to review with BASIC Management Team :*Sarah to talk with Liz at Aperio. Gave her Ken Laffner's name as my contact at Aperio === SI session sponsorship === *Very interested in sponsorship - MJG to send her material from 2015. Susan will get it to the team that manages sponsorships with a strong recommendation. *Event topics & speakers - Susan will send me ideas. Reviewed separation of sponsorship & speaking with her (i.e., independent); she understood. *Steve's TIIP - Sustainalytics CEO Michael () wrote a passionate response to Steve's paper. Very committed, also very appreciative of Steve's role - in the industry and in Michael's career. 7cexfal9dtezc4bakudqq93hu7ghzia 987 986 2024-05-24T04:54:41Z Michael 1 1 revision imported 986 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage||Project Work|}} == Sustainalytics == {{color||2016-02-05}} - Initial call with [[involved::Sarah Cohn]] to discuss Sustainalytics' involvement. === Partnership with Morningstar === Near-term event in Boston? *'''John Hale''' - Director of Manager Research, North America (MS) and *'''Diederik Timmer''' - Executive Vice President, Global Head of Institutional Relations (Sustainalytics) :*Did the session in Chicago - more educational and interactive :*Aperio and others - Great Lakes Advisors, MM Social Capital Event in Boston - early March (8th or 9th) *Will be here for Aperio client session (breakfast 8th?); not yet confirmed To-do: *Reconnect next week on whether separate events (Aperio & BASIC) or combined events makes most sense :*MJG to review with BASIC Management Team :*Sarah to talk with Liz at Aperio. Gave her Ken Laffner's name as my contact at Aperio === SI session sponsorship === *Very interested in sponsorship - MJG to send her material from 2015. Susan will get it to the team that manages sponsorships with a strong recommendation. *Event topics & speakers - Susan will send me ideas. Reviewed separation of sponsorship & speaking with her (i.e., independent); she understood. *Steve's TIIP - Sustainalytics CEO Michael () wrote a passionate response to Steve's paper. Very committed, also very appreciative of Steve's role - in the industry and in Michael's career. 7cexfal9dtezc4bakudqq93hu7ghzia 0 510 988 2017-01-26T17:07:56Z Greis>Michael 0 988 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} {{color||2016-08-12}} call with Steve Agenda: *Update on his CA stakeholder event *Update on TIIP *Discuss November session plans Summer almost ever *Away to the lake again next week SF Meeting *On ramps, universal investors *Will send me the meeting summary *Deliberate effort to include the impact investor groups :*Threshhold - Frank Russell family foundation ::*Getting away from benchmarks Steve's thoughts: *Will send most recent version exposure draft of 2nd TIIP paper :*Another one in a month or so *What does it mean to think at a systems level? :*Not just portfolio :*Impact of portfolio on systems and vice-versa *Releasing casebook survey of 50 asset owners and managers :*Things they are doing - steps in the direction of systems level ::*Aviva - public policy activism; why financial community ::*HESTA - reconciliation action plan for their relationship with the aboriginal community Complicated for asset owners - responsible to :*Amundi doing some interesting things in that regard (France) ::*responsible investing practices throughout the community Big picture (MJG): *Senior leadership of institutions looking at systems impacts & long-term investing *Larry Fink - turned into a niche market within the company * Examples outside the US - interest? Yes... '''Amundi''' - Merged asset management Credit Agricole & () *Blackrock of France *CIO - precepts of MPT all wrong; need a long-term investment horizon Next step on survey for TIIP - interviews with people: *How did they come to these conclusions? *How far up the organization? '''Irish Strategic Investment Fund''' *Set up as a supplement to pensions *Sovereign Wealth Fund - $25 billion by 2008 *Used it to bail out the banks... *Put left over - $7-8 billion into a fund to invest in the Irish economy :*Took till 2014 to actually launch the fund *Interesting system to measure what it would mean to invest in the Irish economy with additionality :*Doesn't displace another investment; creates jobs *Steve wants to dig into additionality and intentionality; Leadership of asset managers & pension funds :*That's trustees and boards Trying to make a coherent whole between CECP/SII and TIIP *Tailor the examples to specific companies.... *Tim is looking for hooks that companies can use to interest the investing community in the long-term story *We're looking at examples of investors have said they want long-term - and through engagement, investment, looking at public policy, have created a positive story and tangible results representing what these companies want. *Tim loves to tell a story about the CEO of Aetna telling Larry Fink - great; you want to be long-term, but your money managers aren't doing that..... What does '''long-term''' mean? *'''Amazon''' could be an example - ; that's not what we're talking about (making long-term internal capital investments) *'''GE''' - making long-term investment in future environment *'''Unilever''' - darling What is systemic? One of points about Blackrock - for long-term investment to work - both the company and the investor have to be long-term for this to work..... What about an asset owner speaker from among the group? *CDPQ - Sadia at Montreal *UK Investors *Aviva - CEO (does do presentations, may be hard) :*Most articulate Steve Waygood - head of responsible investment...quite powerful within the firm because CEO has empowered. :*In correspondence with him and Aviva :*Friend of Rob Lake..... *Environmental Agency Pension Fund (ETAF) - UK :*Devoting itself entirely to climate change *PGGM :*Elsa Boss - works closely with Michael Jantzi in Canada '''Follow-up''' *Three-way lunch in Brookline - Steve, Tim & MJG :*Possible dates 8/23, 9/2, 9/9, 9/13 :*Week of 8/22 on vacation :*Send a note to Tim - {{color||2016-08-12 Done}} *Note to Rob Lake on Steve Waygood *Reach out to '''Don Tunnel''' at Wellington on Quant ESG :*Steve Lydenberg to clear with Carol first :*{{color||2017-10}} - Have secured Wellington speaker for Quant panel. Follow-up with Don Tunnel later? 74k72f8w04emsmox7z3194bsderd9ae 989 988 2024-05-24T04:54:41Z Michael 1 1 revision imported 988 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} {{color||2016-08-12}} call with Steve Agenda: *Update on his CA stakeholder event *Update on TIIP *Discuss November session plans Summer almost ever *Away to the lake again next week SF Meeting *On ramps, universal investors *Will send me the meeting summary *Deliberate effort to include the impact investor groups :*Threshhold - Frank Russell family foundation ::*Getting away from benchmarks Steve's thoughts: *Will send most recent version exposure draft of 2nd TIIP paper :*Another one in a month or so *What does it mean to think at a systems level? :*Not just portfolio :*Impact of portfolio on systems and vice-versa *Releasing casebook survey of 50 asset owners and managers :*Things they are doing - steps in the direction of systems level ::*Aviva - public policy activism; why financial community ::*HESTA - reconciliation action plan for their relationship with the aboriginal community Complicated for asset owners - responsible to :*Amundi doing some interesting things in that regard (France) ::*responsible investing practices throughout the community Big picture (MJG): *Senior leadership of institutions looking at systems impacts & long-term investing *Larry Fink - turned into a niche market within the company * Examples outside the US - interest? Yes... '''Amundi''' - Merged asset management Credit Agricole & () *Blackrock of France *CIO - precepts of MPT all wrong; need a long-term investment horizon Next step on survey for TIIP - interviews with people: *How did they come to these conclusions? *How far up the organization? '''Irish Strategic Investment Fund''' *Set up as a supplement to pensions *Sovereign Wealth Fund - $25 billion by 2008 *Used it to bail out the banks... *Put left over - $7-8 billion into a fund to invest in the Irish economy :*Took till 2014 to actually launch the fund *Interesting system to measure what it would mean to invest in the Irish economy with additionality :*Doesn't displace another investment; creates jobs *Steve wants to dig into additionality and intentionality; Leadership of asset managers & pension funds :*That's trustees and boards Trying to make a coherent whole between CECP/SII and TIIP *Tailor the examples to specific companies.... *Tim is looking for hooks that companies can use to interest the investing community in the long-term story *We're looking at examples of investors have said they want long-term - and through engagement, investment, looking at public policy, have created a positive story and tangible results representing what these companies want. *Tim loves to tell a story about the CEO of Aetna telling Larry Fink - great; you want to be long-term, but your money managers aren't doing that..... What does '''long-term''' mean? *'''Amazon''' could be an example - ; that's not what we're talking about (making long-term internal capital investments) *'''GE''' - making long-term investment in future environment *'''Unilever''' - darling What is systemic? One of points about Blackrock - for long-term investment to work - both the company and the investor have to be long-term for this to work..... What about an asset owner speaker from among the group? *CDPQ - Sadia at Montreal *UK Investors *Aviva - CEO (does do presentations, may be hard) :*Most articulate Steve Waygood - head of responsible investment...quite powerful within the firm because CEO has empowered. :*In correspondence with him and Aviva :*Friend of Rob Lake..... *Environmental Agency Pension Fund (ETAF) - UK :*Devoting itself entirely to climate change *PGGM :*Elsa Boss - works closely with Michael Jantzi in Canada '''Follow-up''' *Three-way lunch in Brookline - Steve, Tim & MJG :*Possible dates 8/23, 9/2, 9/9, 9/13 :*Week of 8/22 on vacation :*Send a note to Tim - {{color||2016-08-12 Done}} *Note to Rob Lake on Steve Waygood *Reach out to '''Don Tunnel''' at Wellington on Quant ESG :*Steve Lydenberg to clear with Carol first :*{{color||2017-10}} - Have secured Wellington speaker for Quant panel. Follow-up with Don Tunnel later? 74k72f8w04emsmox7z3194bsderd9ae 0 511 990 2016-06-27T17:00:50Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Background information on Swedish Pens..." 990 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Background information on Swedish Pension funds From LinkedIn profile of AP4: The Fourth Swedish National Pension Fund (AP4) is one of five buffer funds in the national pension system. *AP4's brief is to contribute to the stability of the pension system through managing fund capital with the aim of generating the best possible return over time. *AP4's areas of focus in sustainability are climate change and corporate goverance. AP4's fund capital (SEK 310 billion at December 31 2015) consists of a combination of equties, fixed incomes and real estate. AP4 has both been awarded and nominated for a variety of international awards in recent years. *During 2015 our CEO Mats Andersson was listed on a fifth place in the category "Pensions and Investment" when Financial News presented their annually FN100 Most Influental List. *He was also awarded Personality of the year by Environmental Finance Award. *AP4 has also received AAA-rating, as one of nine investors, by AODP for our efforts on climate risk. *Above this we were nominated for Best RI Report by Responsible Investor and our CIO and *deputy CEO Magnus Eriksson was awarded Scandinavian Public Pension Manager of the year by Institutional Investor. 8y69mqk1o7xgrm3ajor4upuz33sp6i3 991 990 2024-05-24T04:54:41Z Michael 1 1 revision imported 990 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Background information on Swedish Pension funds From LinkedIn profile of AP4: The Fourth Swedish National Pension Fund (AP4) is one of five buffer funds in the national pension system. *AP4's brief is to contribute to the stability of the pension system through managing fund capital with the aim of generating the best possible return over time. *AP4's areas of focus in sustainability are climate change and corporate goverance. AP4's fund capital (SEK 310 billion at December 31 2015) consists of a combination of equties, fixed incomes and real estate. AP4 has both been awarded and nominated for a variety of international awards in recent years. *During 2015 our CEO Mats Andersson was listed on a fifth place in the category "Pensions and Investment" when Financial News presented their annually FN100 Most Influental List. *He was also awarded Personality of the year by Environmental Finance Award. *AP4 has also received AAA-rating, as one of nine investors, by AODP for our efforts on climate risk. *Above this we were nominated for Best RI Report by Responsible Investor and our CIO and *deputy CEO Magnus Eriksson was awarded Scandinavian Public Pension Manager of the year by Institutional Investor. 8y69mqk1o7xgrm3ajor4upuz33sp6i3 0 512 992 2015-02-04T20:53:36Z Greis>Michael 0 992 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::New]]''' :Latest update: {{color||[[event date::2014-12-01]]}} :Next step: '''[[next step::nextstep]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == People == == Opportunities == == Resources == == Activities == ---- 30hkpuopnmcvg3si9n3l7yiuyulo4ou 993 992 2024-05-24T04:54:41Z Michael 1 1 revision imported 992 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::New]]''' :Latest update: {{color||[[event date::2014-12-01]]}} :Next step: '''[[next step::nextstep]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == People == == Opportunities == == Resources == == Activities == ---- 30hkpuopnmcvg3si9n3l7yiuyulo4ou 0 513 994 2017-09-28T20:49:32Z Greis>Michael 0 994 wikitext text/x-wiki {{ProjectSubPage|project work|Consulting/BlueWave Capital Business Development}} {{#ask: [[entity of::Consulting/BlueWave Capital Business Development]] [[activity type::prospect]] [[prospect status::Active]] | mainlabel=- | ?#=PFA | ?shortname = Prospect | ?prospect status = Status | ?task id = Tasks | ?next step = Next Step | ?event date = Latest update | sort=shortname,event date | order=asc,desc | format=template | userparam=Prospect,Status,Tasks,Next Step,Latest Update | template=ProspectQueryOutput | introtemplate=QTH_5|Page Name | outrotemplate=QueryFooter }} scdrqaydg09wq9dcs17mm38ok184xm8 995 994 2024-05-24T04:54:41Z Michael 1 1 revision imported 994 wikitext text/x-wiki {{ProjectSubPage|project work|Consulting/BlueWave Capital Business Development}} {{#ask: [[entity of::Consulting/BlueWave Capital Business Development]] [[activity type::prospect]] [[prospect status::Active]] | mainlabel=- | ?#=PFA | ?shortname = Prospect | ?prospect status = Status | ?task id = Tasks | ?next step = Next Step | ?event date = Latest update | sort=shortname,event date | order=asc,desc | format=template | userparam=Prospect,Status,Tasks,Next Step,Latest Update | template=ProspectQueryOutput | introtemplate=QTH_5|Page Name | outrotemplate=QueryFooter }} scdrqaydg09wq9dcs17mm38ok184xm8 0 514 996 2017-09-28T20:48:35Z Greis>Michael 0 996 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-06-16]]}} :Next milestone: '''[[next step::Ongoing - pursuing top opportunities]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::398940583|398940583]] Task List]''' __TOC__ == People == *[[involved::Virginia LeClair]] - Environmental Coordinator, Town of Dedham *[[involved::Jonathan Briggs]] - Chair, Dedham Sustainability Advisory Committee *[[involved::Cynthia O'Connell]] - Conservation Agent, Town of Dedham *[[involved::Richard McCarthy]] - Planning Department, Town of Dedham *[[involved::Steve Macausland]] *[[involved::David Speigel]] - developer of TGIF parcel *[[involved::Beth Winbourne]] - Legacy Place management == Opportunities == === Commercial Properties for parking canopies === '''Commercial Properties''' - Identified ~20, reviewed with Dedham planning & CC staff. Pursuing top six. *'''David Spiegel/TGIF''' - Ryan working this :*'''280 Providence Hwy''' - Another Spiegel property *'''Legacy Place Garage''' - MJG :*119 Quabbish Road''' - Owned by & adjacent to Legacy Place; may be holding for future development *'''688 Providence Hwy''' - Pearl Realty Associates / Best Buy *'''Rashi School''' *'''St. Susanna's Initial view: '''Route 1 Parking Lots''' - this is different, but intriguing. The Town would like to encourage/support/incent the private owners of the many parking lots along Route 1 to install solar parking canopies. Possible collaborative effort and umbrella proposal? Some creative options for structuring offers? === Municipal === Decided not to pursue any at this time. Dedham Square parking lot not big enough to justify disruption. *'''Avery Elementary School''' - completed in 2012; LEED certified; solar ready. Not installed during construction because of cost *'''Middle School''' - has some solar installed, but doesn't appear to have built out to capacity (building is 2007, 130,000 sf). *'''High School''' has more substantive solar installed; is more feasible? *'''Parking canopy''' - these three schools are on adjacent parcels (70 & 140 Whiting Ave. and 336 High St.). *'''Dedham Square parking lot''' - has just been resurfaced, so DPW would have to be convinced that a canopy can be done without damage. *Dedham High School parking canopy (Solar on new HS) *Middle School parking canopy? *Solar-ready LEED Gold (Avery?) Elementary School *Parking lots - Dedham Square, but just re-surfaced, so DPW would be reluctant to consider and would have to be convinced == Prospects == === Legacy Place === {{color||2015-08-04}} - Talked with assistant. Explained who I am, our Dedham contacts. Beth is at lunch, managers meeting this afternoon. She will give Beth the information. === TGIF/David Spiegel === {{color||2015-08-04}} - Talked with [[involved::Richard McCarthy]] in Dedham *David has run into objections from the abutters. Trying to resolve it. That probably explains his lack of response. He's still interested, but doesn't have time to spend on it until he knows whether he's going forward., Interested; sent proposal. Now not responding (either way). === Best Buy / Pearl Realty === === St. Susanna's === [http://www.saintsusanna.org/contact_us.shtml#parish_staff St. Susanna's web site]; main number '''781 329-9575''' *Apparently looked at solar several years ago. Would have had to cut down trees, use space. *Father Steve Josoma is 'green'; interested {{color||2015-08-04}} - Talked with Parish Secretary *Solar going in on roof *No discussion of parking canopy *Talk with Father Steve === Rashi School === *[http://www.rashi.org Rashi School web site] :*LEED-certified building. :*'''Bruce Boyd''' is the Director of Facilities :*'''Howie Breslau''' is the Director of Development :*'''Tom West''' is the Director of Facilities for [http://www.hebrewseniorlife.org/newbridge-leadership-team Newbridge on the Charles] {{color||2015-08-11}} - Talked with Howie *Send him information; he will talk with facilities. {{color||2015-08-04}} - '''Howie Breslau''' is the Director of Development for Rashi. *LPM for Howie. == Resources == [http://www.dedham-ma.gov/index.cfm?pid=16297 Dedham Sustainability Advisory Committee] *Members: :*Jonathan Briggs, Chair :*Deb Harrison, Vice Chair :*Carol Hills :*Mark MacLean :*Chuck Kabat :*Richard McGuinness :*Leigh Hafrey Mission: "established to advise the Town’s Board of Selectmen on strategies for advancing the Town’s commitment to renewable energy, at the municipal, business, and residential levels. The purpose of the Committee is to educate Dedham and encourage energy conservation and sustainability by addressing the long term impacts of fossil fuels such as pollution, global warming and climate change." == Activities == === 2015-06-16 === General update *Talked with Beth - nothing new with Sustainability Advisory Committee :*Focus for her and them in last month has been Dedham Trails Day (last weekend) and fighting the Spectra Pipeline ::*Town and residents oppose pipeline and Conservation Commission's issued order of conditions ::*Spectra planning to begin work in next week or two ::*Westwood and West Roxbury also opposed :*Will let me know if anything new pops up :*Gave me Beth Winbourne's e-mail See '''Dedham Properties''' spreadsheet in ''BW Dedham'' directory *Top six prospects currently being pursued === 2015-04-10 BWC team === Call with Mark, Aidan, Ryan, Tom (others from sit acq team?) Mark Sylvia nicely laid out opportunity for site acq team *John wants to us move this forward - produce designs and other needed materials, meet with Dedham, then with developers *This meeting to bring everyone up to speed and determine what has to be done and who on site acq will work on it Aidan - concern that going to developers with Town makes it look like we're telling them what to do with their property? MJG - Fair concern, but we can address that. *Dedham recommended Legacy Place because town works closely with them, believe they will be receptive. *Dedham encouraged us to talk to David Spiegel for TGIF site because they believe he will be receptive and because the best time to implement solar PV is when the project is built. Contacts with site owners: *Aidan talked with '''Michael Naughton''' at WS Development. Not really engaging with us. :*We'll have Dedham introduce us. *Aidan had Ryan Cooney reach out to '''David Spiegel''' :*Not sure if contact has been been established. To-do: *Site acq to prepare layouts and electricity generation *Aidan will get structural information and Ryan will incorporate information about water runoff into the material. *Michael to set up meeting with Ginny, Cindy & Rich - Thurs 4/16, Friday 4/24 work for Aidan and Mark. === 2015-04-10 Ginnie === Cindy and Rich: *Good meeting *Most viable was the TGIF property *Cindy had sent an e-mail to Spiegel Spiegel: *We are reaching out to Spiegel Legacy: *'''Beth Winbourne''' - Runs Legacy Place Next steps: *Provide them plans/drawings to show structure, views of solar long span on a garage roof *Review those with Dedham team (Ginny, Rich, Cindy) *Ginny will then make introduction to Legacy Municipal sites: *After talking with Rich, agrees '''Keystone''' may be too hard :*Disrupting merchants; site still subject to expedited permitting, so could be developed *'''Greenlodge Elementary''' - on hold until decision made on what to build :*Town Meeting 5/17 - will likely have a recommendation after close of TM :*Presumably will be going to MSBA for approval of preferred alternative this summer? :*Site acquisition targeted - ground mounted array (1.2 MW) and roof mounted (160 kW) :*Would look to incorporate solar into plans for new facility *'''Stryer''' - have design for fields, exploring funding alternatives ($2m) :*Aren't a CPA community :*Exploring possible grants :*Suggested consider solar to provide supporting revenue for the facility :*Design solar around edges? :*If do solar, complete field construction before solar (minimize disruption)? MG - View this as a collaboration. Having BlueWave working with Dedham and developer on a project, we'll find best practices and make it easier for further projects to be done. Benefits everyone. === 2015-04-02 Meeting follow-up === (From follow-up note to Aidan) *Cindy & Richard provided good information on planning and conservation issues and, more importantly, were very helpful with suggestions on commercial projects to pursue. As you saw, it was not lost on them that we took the time to come to them early on, unlike others... *I will debrief and plan follow-up with Ginny LeClair since she couldn't be with us at the meeting. She returns to the office tomorrow. *We clearly want to make projects now in the planning process with the Town a priority: :*'''David Spiegel's TGIF project''' is at the top of the list. You wanted to follow up with him yourself, and you have his contact information that they provided. I thought I would follow up with Richard to see what plans have been submitted; that'll give us a head start on assessing the opportunity. - With Ginny and Richard, I'll assess what '''other projects''' may be in the works that have solar opportunities. *We got further confirmation/support for pursuing the garage canopy with '''Legacy Place'''. Did your conversation with WS development yield anything helpful? Ideally we could leverage both ends to move this forward; Dedham is willing and able to work with us to get the conversation started. === 2015-04-02 Meeting === Planned meeting with Ginny, Cynthia O'Connell, Conservation Agent and Richard McCarthy, Planning Department :*Attending: MJG & Aidan Foley Agenda: *Discuss water management and construction issues for parking canopies *Determine next steps for Keystone Lot, meeting with Legacy Place {{color||2015-04-02}} - Met with Cindy and Rich; Ginny was called away. We can do development in Dedham *Among strictest storm water management by-laws in the state :*Charles River and Neponset watersheds :*Surface water in Dedham has been determined to be compromised - focus for enforcement and planning :*Model for other communities :*Requires recharge (or other re-use) on site :*Must not increase rate or volume of water leaving site *2012 FEMA Flood Plain maps added to the challenge *New development easier than retrofit :*Additional benefits to all stakeholders as are going through permitting process :*Retrofit opens up current status of the site - compliance *Most of the property along Route 1 comes under ConCom jurisdiction for wetlands :*Wigham Pond, Wigham Brook, Charles River :*Water quality compromised, so is focus of attention and enforcement *Development will have to go through storm water and wetlands processes :*Will need storm water permit :*Requirements will be similar *No major solar projects since Cindy came on board (several years) *Conservation Commission likely to be receptive :*This could be beneficial :*Where will the storm water go and how fast? :*What comes off the panels? ::*Glass panels - nothing but what's already in the air and deposited *Snow loading - panels Planning for new or retrofit solar would be a '''site review''' process under '''Planning Board''' jurisdiction *They would require layout, utilities, details *Do we have example from other projects? Rich could review. :*Aidan - Furthest along is Sturbridge; just submitting civil plans now :*Could send design docs from other projects *'''Planning Board''' will need to be convinced :*Won't be automatically opposed but won't be eager either. :*Will need to be convinced of benefits :*Aesthetics will be important :*For-profit company and commercial benefits will help *'''Visibility''' for retail outlets with canopies in place on surface lots will be a concern :*Absolutely - incorporate that consideration in design :*Lots behind stores advantageous *Impact on production from '''snow''' and '''soiling''' is incorporated in financial models - allowance for small loss in estimating total energy production :*snow - dark panel, small amounts melt because panel warmer than surroundings, up to 1" melts faster because of surfaced heating; large amounts (like this winter) accumulate (but melt faster, slide off easily) :*soiling - deposits from air are washed off by rain, but allow for small production loss in production estimates *Rain or snow melt is collected by design from parking canopies and channeled below grade where it is disposed of according to the requirements of the site: *Infiltration on the site *Storm drains *Cistern for re-use *Swale or other body of water? *Parking canopies have demonstrated significant retail appeal :*Customers will park 300 yards away rather than right in front of store to have car under cover :*Retailers pay a lot of attention to that :*Whole Foods Brooklyn - canopy space always fill first :*(NB - NJ lot aerial picture - large lot empty, canopies full ==== Potential Opportunities ==== Suggested several potential opportunities: *[[involved::David Spiegel]] - TGIF site now going through planning :*Spiegel owns BB&B, Verizon, Dunkin Donuts &TGIF sites :*Build new building right on Route 1 :*TGIF remains in place :*Fill in some wetland in the rear :*Large parking lot on side/read :*Receptive to Green :*High water table at this site *Office buildings across from Summer Shack at Costco exit :*2 buildings - parking opportunity *'''American Legion''' building across from Memorial Field - large regular-shaped parking lot *'''BJ's''' - Solar City planned a rooftop installation :*Didn't talk with anyone at the Town about requirements until the last minute :*Fencing on roof is still there, but project hasn't proceeded :*Not sure of status *'''Parking Lot''' across Summer Shack exit road from Legacy Place :*Good size, rectangular :*Used for employee parking? :*Wouldn't raise visibility concerns :*But is a potentially developable site *'''Whole Foods Parking Lot''' - North side of building :*Visibility impact would be a concern :*Whole Foods has already done a lot - solar on roof, fuel cell, refrigeration systems *'''Costco''' :*Aidan - Costco has corporate process for solar - have done many :*Why haven't they done this site? Do they own it (not sure)? :*Parking lot is good size :*It is "tired" - could use a refresh, so good time to consider parking canopy. *'''Holiday Inn''' - site adjacent to Route 128 entry ("ugliest Holiday Inn anywhere") :*Adjacent Walgreens & Dedham Savings Bank lots *'''Tesla''' - planned dealership :*Given Musk cross-ownership and interest, they will go with Solar City if they do something Comments on sites recommended by SAC to pursue: *'''Keystone Lot''' - will be difficult for the political/practical reasons were discussed with SAC: :*Disruption to local businesses so soon after lot reconstruction :*Potential for future site development *'''Legacy Place Garage''' - ideal site, for reasons already discussed: :*Legacy Place green interest & commitments :*No visibility impacts to retail (as may happen with surface lot canopies) === Follow-up with Ginny 2015-03-16 === Dedham SAC wants to pursue two sites - one muni, one commercial *'''Keystone Parking Lot''', Dedham Square ( kW) *'''Legacy Place''' Garage ( kW) === Meeting with Sustainability Advisory Committee 2015-03-12 === Very successful initial meeting with Committee. Agenda: *Establish BlueWave credentials and interest *Review municipal sites and present opportunity *Review example commercial sites and discuss collaborative opportunity to encourage/enable commercial property owners to install parking canopies, especially along Route 1. === Updates to sites from call with Ginny === Notes: *Draw a line between feasible and non-feasible sites on site summary pages *Update below includes new information only for viable sites <u>Ground Mount</u> *'''450 Sprague St., 408 Sprague St.''' - former Stryer property. Town wants to develop fields on the combined site, but hasn't yet been able to pull together funding and plans :*Opportunity for ground mount in addition to fields? Bring in revenue/cost savings while planning for fields takes place *'''17 Lower East St.''' - closed landfill :*Closed in 1979 (to DEP specs) but not capped. :*What would have to be done to make it viable? No longer money available for capping landfills; DEP hasn't come after them to do it. :*8 acres total; only about 4 developable due to elevation (consistent with BWC assessment) :*Site heavily wooded :*Borrego Solar looked at it a few years ago (and didn't pursue) *'''191 Greenlodge St.''' - as below. Is there enough room for both solar and playing fields :*Much of site is wooded. Cost/benefit trade-off between tree removal and solar. Certainly worth considering. <u>Rooftop</u> *'''<span color="red">140 Whiting Ave</span>'''. - High School. As below; good opportunity. *'''191 Greenlodge Ave.''' - Elementary School. As below; good possible opportunity. *'''1100 High St.''' - Closed Dexter School site. Availability depends on plan for building and site. :*Town is exploring retrofitting/expanding the building for greater municipal use. :*Because of wetlands, likely not able to expand footprint :*Considering adding a story :*'''Breaking news:''' Building evacuated last Friday because of roof concerns (snow load, noises). ::*Likely needs a new roof. This has advantages for solar - help offset unexpected expense with solar savings; new roof for solar installation. <u>Parking Canopies</u> '''<span color="red">10 and 26 Eastern Ave.</span>''' - Keystone Parking lot in Dedham Square. As below. Very interesting for Town if can be done non-disruptively (lot was recently repaved). Two other sites were on my list. Can you let me know the status of these? *'''70 Whiting Ave. (Canopy)''' - Erica confirmed my assessment - not a candidate for canopies because of total available area and single-tilt installation. *'''31 Pottery Lane/336 High St.''' - Erica re-looking at this. May be viable but too small to make sense for us. :*NB: Can we provide other advice/guidance? Possibly take it on if enough other projects go forward? === Prep call with Ginny 2015-03-09 === Agenda for Thursday's meeting: *BlueWave Capital's capabilities *Assessment of municipal opportunities *Collaboration opportunities on "greening" commercial properties - parking canopies discussion and examples Conversation with Ginny: *Review and agree on agenda for Thursday *Review site summaries :*Ask about Sprague St. and Lower East St. ground mount sites *Discuss proposed commercial parking examples :*Legacy Place Garage roof :*Dedham Mall, BJ's - surface lot Summary: *Agenda sounds terrific :*Ginny will brief chair today *Reviewed each site - annotate information for BWC team from notes on site summaries pages; :*Have Erika update presentation *Commercial parking discussion - one member in particular very interested; Ginny will brief him in advance *No particular issues around committee - great group, excellent to work with, very effective :*MIT professors, DCR employee, others *Logistics :*Arrive around 6:45 pm :*Will have projector, screen (and laptop, if needed) :*Bring laptop with presentation, USB drive, and send presentation to Ginny in advance for loading === Internal follow-up to site assessment 2015-03-04 === Note to Erica and team. <u>Ground Mount</u> *'''450 Sprague St., 308 Sprague St. and 17 Lower East St.''' - are lots owned by the town, some of which may have been commercial properties purchased by the town a number of years ago. I will research their status and availability with my conctacts. *'''191 Greenlodge St.''' - Elementary School. Worth exploring whether some of the site could be available (there seems to be more than enough playing fields for that size elementary school). Concerns would likely be residential abutters and any possibility the school will be rebuilt in the future (the site may be big enough to allow them to build a new building and remove the old) <u>Rooftop</u> *'''<span color="red">140 Whiting Ave</span>'''. - High School. Dedham would be open to adding to the existing solar if feasible. *'''191 Greenlodge Ave.''' - Elementary School. As above, availability depends on planned life of building. *'''1100 High St.''' - Closed Dexter School site. Availability depends on plan for building and site. *'''143 Needham St.''' (Elem. School) and 70 Whiting Way (Middle School) - too small <u>Parking Canopies</u> '''<span color="red">10 and 26 Eastern Ave.</span>''' - Keystone Parking lot in Dedham Square. Very interesting for Town if can be done non-disruptively (lot was recently repaved). *'''1100 High St.''' - As Above. *'''22 Mt. Vernon St.''' - lot adjacent to rebuilt Avery School. Too small; unavailable in any case. *'''31 Pottery Lane''' - Parking lot for rebuilt Avery School. Appears too small Two other sites were on my list. Can you let me know the status of these? *'''70 Whiting Ave. (Canopy)''' - Can you confirm that the 70 Whiting Ave. site - the front of the Middle School and the curve around the football field - doesn't reach feasibility for a canopy? I suspect the configuration is a bigger issue than the size; it's not conducive to a dual-tilt installation, which is much the preferred option here in the Northeast because of greater structural stability under snow load. *'''31 Pottery Lane/336 High St.''' - Rebuilt Avery School is a LEED-gold certified building which was constructed to be solar-ready. Solar wasn't installed during construction due to cost. The list as a whole is promising. '''Two sites that I know are available and of interest to the town (Keystone Lot, HS rooftop) have strong potential (500 & 200 kWDC).''' Adding even a few of the others, if available, could significantly increase the opportunity. From a timing perspective, I'm waiting for confirmation for a March meeting with the Town's Sustainability Committee (likely 3/16, 3/23 or 3/30). Next week, when Ginny return, I would like to review what we have with her in preparation for the meeting with the Committee. === Note to Ginny 2015-03-02 === Note to Ginny (returns from FL end of week) :*Date for meeting with Sustainability Committee (3/16, 3/23 or 3/20) :*Additional sites === Erica Merritt site assessment 2015-02-27 === *ID'd additional sites. Have to research these further; talk with Ginny when she returns *Also want parking canopies for municipal sites; Erica will follow up. *Tom Holt to follow up on parking canopy for Legacy Place *ID another commercial site for surface paking lot canopy === Ginny LeClair meeting 2015-01-30 === Follow-up: *BWC will evaluate sites we discussed to determine if we have critical mass *Will provide analysis *BWC will develop an initial proposal for parking canopies for the commercial lots on Route 1, using Legacy Place as an example *Goal to present both to Sustainability Committee at March Meeting *Would BWC be available to meet with SC on March 9th? If so, Ginny will ask if they can meeting then (instead of 3/2, since Ginny is on vacation that week). Let her know quickly. Locations: Dedham Middle School, Dedham High School and the Avery Elementary School are on adjacent parcels (70 & 140 Whiting Ave. and 336 High St.). *'''Dedham Middle School''' :*Parking canopy most likely for this facility :*130,000 sf building with 30 kW solar installed. Is more possible or is this max'ed out because of rooftop equipment? *Dedham High School - about 150 kW installed between HS and Town Hall. Probably max'ed out. :*HS has very little parking. The spots along the right side curve of the athletic field may be removed to accommodate the rail trail. *'''Avery School''' - Completed 1-2 years ago. LEED facility, solar ready. *Early Childhood Center - Dedham is in the design phase with the MSBA for a replacement facility. They may build a new facility at the current site of the Dexter School (currently not in use as a school). *'''Keystone Parking lot''' in Dedham Square. :*Electrical conduit at north end; has several charging stations :*Recently resurfaced *Landfill probably not a good site - looked at it a couple of years ago :*Not permanently capped yet - that would be a multi-million dollar project :*Only four acres usable - much ledge otherwise Housing Authority: *Follow-up with JoAnn Toomey - '''jtoomeydha@aol.com *No relationship with Town - facilities or otherwise :*Dedham recently went to Town Manager form of government Commercial lots: *Sustainability Committee wants to encourage owners of large commercial lots to do solar canopies *Can we develop a strawman proposal using Legacy Place as an example for a general program that could be presented to the property owners? *Must consider rainwater diversion (Whole Foods in Brooklyn) *Idea would be a program made available to them by BWC in collaboration with Dedham. Other Commerical items: *Legacy Place is a strong partner with Dedham :*Worked with ConCom on sustianable operations :*Whole Foods has solar. This location was until recently the largest WF in New England *Owen Motors site - immediately next to/across from BB&B :*Will house a Tesla location *Dedham Health and Athletic Club - near pond and landfill. Good site for solar. *Vitamin/GNC? site has permeable pavement - who knew? Other notes: *Invited Steve Macausland to our planned 1/26 meeting; hadn't heard back; didn't think it likely he would come. Didn't reach out for Friday meeting because of short notice. *Ginny now lives in Cohasset; moved from Scituate :*Looked at Needham - wanted to live here :*Drive to Dedham from South Shore always long *Daughter is now four === Virginia LeClair 2015-01-15 === Phone call with Virginia. Talked about Green Needham and inter-town collaboration *Green Fair :*Have done one almost every year; may not this year; lots of work, not sure getting enough people :*Last year on Dedham Day :*Open to collaboration - perhaps if May Needham/Wellesley fair goes well, consider three-town fair in Needham in 2016? *Interested in bike trail - connected her with Tad Staley *Looking at Municipal Choice aggregation - will have presentation at 2015-02-02 Sustainability Committee meeting. :*Early days, but very interested :*New Town Manager is from Swansea, where he implemented it *Solar - with Next Step Living :*May look at it again; probably wouldn't do Solarize because would go through a lot of work and perhaps end up with NSL anyway. Have a good relationship with them. *Collaboration with Green Needham :*Plan to have several steering committee members come to an upcoming Dedham Sustainability Committee meeting ::*Meetings 1st Monday of every month, 7:00 pm at Town Hall '''Municipal solar opportunities''' *Virginia very interested; timing is good *[[#Opportunities|Opportunities listed above]] *Meet with her 2015-01-26 to discuss possible locations, decide whether to meet with Committee on 2/2 or 3/2 '''Dedham Housing Authority''' *Is separate entity; buildings not in Town portfolio; Executive Director Toomey not on town staff *Virginia will investigate for me *Virginia mentioned that John had talked with Steve Macausland and with someone from Housing Authority. '''Sustainability Committee''' *7 members *John (?) longest-serving, chair *Several new members ---- m9eg76oa853dygzfcdx8sfphq1dl6o2 997 996 2024-05-24T04:54:41Z Michael 1 1 revision imported 996 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-06-16]]}} :Next milestone: '''[[next step::Ongoing - pursuing top opportunities]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::398940583|398940583]] Task List]''' __TOC__ == People == *[[involved::Virginia LeClair]] - Environmental Coordinator, Town of Dedham *[[involved::Jonathan Briggs]] - Chair, Dedham Sustainability Advisory Committee *[[involved::Cynthia O'Connell]] - Conservation Agent, Town of Dedham *[[involved::Richard McCarthy]] - Planning Department, Town of Dedham *[[involved::Steve Macausland]] *[[involved::David Speigel]] - developer of TGIF parcel *[[involved::Beth Winbourne]] - Legacy Place management == Opportunities == === Commercial Properties for parking canopies === '''Commercial Properties''' - Identified ~20, reviewed with Dedham planning & CC staff. Pursuing top six. *'''David Spiegel/TGIF''' - Ryan working this :*'''280 Providence Hwy''' - Another Spiegel property *'''Legacy Place Garage''' - MJG :*119 Quabbish Road''' - Owned by & adjacent to Legacy Place; may be holding for future development *'''688 Providence Hwy''' - Pearl Realty Associates / Best Buy *'''Rashi School''' *'''St. Susanna's Initial view: '''Route 1 Parking Lots''' - this is different, but intriguing. The Town would like to encourage/support/incent the private owners of the many parking lots along Route 1 to install solar parking canopies. Possible collaborative effort and umbrella proposal? Some creative options for structuring offers? === Municipal === Decided not to pursue any at this time. Dedham Square parking lot not big enough to justify disruption. *'''Avery Elementary School''' - completed in 2012; LEED certified; solar ready. Not installed during construction because of cost *'''Middle School''' - has some solar installed, but doesn't appear to have built out to capacity (building is 2007, 130,000 sf). *'''High School''' has more substantive solar installed; is more feasible? *'''Parking canopy''' - these three schools are on adjacent parcels (70 & 140 Whiting Ave. and 336 High St.). *'''Dedham Square parking lot''' - has just been resurfaced, so DPW would have to be convinced that a canopy can be done without damage. *Dedham High School parking canopy (Solar on new HS) *Middle School parking canopy? *Solar-ready LEED Gold (Avery?) Elementary School *Parking lots - Dedham Square, but just re-surfaced, so DPW would be reluctant to consider and would have to be convinced == Prospects == === Legacy Place === {{color||2015-08-04}} - Talked with assistant. Explained who I am, our Dedham contacts. Beth is at lunch, managers meeting this afternoon. She will give Beth the information. === TGIF/David Spiegel === {{color||2015-08-04}} - Talked with [[involved::Richard McCarthy]] in Dedham *David has run into objections from the abutters. Trying to resolve it. That probably explains his lack of response. He's still interested, but doesn't have time to spend on it until he knows whether he's going forward., Interested; sent proposal. Now not responding (either way). === Best Buy / Pearl Realty === === St. Susanna's === [http://www.saintsusanna.org/contact_us.shtml#parish_staff St. Susanna's web site]; main number '''781 329-9575''' *Apparently looked at solar several years ago. Would have had to cut down trees, use space. *Father Steve Josoma is 'green'; interested {{color||2015-08-04}} - Talked with Parish Secretary *Solar going in on roof *No discussion of parking canopy *Talk with Father Steve === Rashi School === *[http://www.rashi.org Rashi School web site] :*LEED-certified building. :*'''Bruce Boyd''' is the Director of Facilities :*'''Howie Breslau''' is the Director of Development :*'''Tom West''' is the Director of Facilities for [http://www.hebrewseniorlife.org/newbridge-leadership-team Newbridge on the Charles] {{color||2015-08-11}} - Talked with Howie *Send him information; he will talk with facilities. {{color||2015-08-04}} - '''Howie Breslau''' is the Director of Development for Rashi. *LPM for Howie. == Resources == [http://www.dedham-ma.gov/index.cfm?pid=16297 Dedham Sustainability Advisory Committee] *Members: :*Jonathan Briggs, Chair :*Deb Harrison, Vice Chair :*Carol Hills :*Mark MacLean :*Chuck Kabat :*Richard McGuinness :*Leigh Hafrey Mission: "established to advise the Town’s Board of Selectmen on strategies for advancing the Town’s commitment to renewable energy, at the municipal, business, and residential levels. The purpose of the Committee is to educate Dedham and encourage energy conservation and sustainability by addressing the long term impacts of fossil fuels such as pollution, global warming and climate change." == Activities == === 2015-06-16 === General update *Talked with Beth - nothing new with Sustainability Advisory Committee :*Focus for her and them in last month has been Dedham Trails Day (last weekend) and fighting the Spectra Pipeline ::*Town and residents oppose pipeline and Conservation Commission's issued order of conditions ::*Spectra planning to begin work in next week or two ::*Westwood and West Roxbury also opposed :*Will let me know if anything new pops up :*Gave me Beth Winbourne's e-mail See '''Dedham Properties''' spreadsheet in ''BW Dedham'' directory *Top six prospects currently being pursued === 2015-04-10 BWC team === Call with Mark, Aidan, Ryan, Tom (others from sit acq team?) Mark Sylvia nicely laid out opportunity for site acq team *John wants to us move this forward - produce designs and other needed materials, meet with Dedham, then with developers *This meeting to bring everyone up to speed and determine what has to be done and who on site acq will work on it Aidan - concern that going to developers with Town makes it look like we're telling them what to do with their property? MJG - Fair concern, but we can address that. *Dedham recommended Legacy Place because town works closely with them, believe they will be receptive. *Dedham encouraged us to talk to David Spiegel for TGIF site because they believe he will be receptive and because the best time to implement solar PV is when the project is built. Contacts with site owners: *Aidan talked with '''Michael Naughton''' at WS Development. Not really engaging with us. :*We'll have Dedham introduce us. *Aidan had Ryan Cooney reach out to '''David Spiegel''' :*Not sure if contact has been been established. To-do: *Site acq to prepare layouts and electricity generation *Aidan will get structural information and Ryan will incorporate information about water runoff into the material. *Michael to set up meeting with Ginny, Cindy & Rich - Thurs 4/16, Friday 4/24 work for Aidan and Mark. === 2015-04-10 Ginnie === Cindy and Rich: *Good meeting *Most viable was the TGIF property *Cindy had sent an e-mail to Spiegel Spiegel: *We are reaching out to Spiegel Legacy: *'''Beth Winbourne''' - Runs Legacy Place Next steps: *Provide them plans/drawings to show structure, views of solar long span on a garage roof *Review those with Dedham team (Ginny, Rich, Cindy) *Ginny will then make introduction to Legacy Municipal sites: *After talking with Rich, agrees '''Keystone''' may be too hard :*Disrupting merchants; site still subject to expedited permitting, so could be developed *'''Greenlodge Elementary''' - on hold until decision made on what to build :*Town Meeting 5/17 - will likely have a recommendation after close of TM :*Presumably will be going to MSBA for approval of preferred alternative this summer? :*Site acquisition targeted - ground mounted array (1.2 MW) and roof mounted (160 kW) :*Would look to incorporate solar into plans for new facility *'''Stryer''' - have design for fields, exploring funding alternatives ($2m) :*Aren't a CPA community :*Exploring possible grants :*Suggested consider solar to provide supporting revenue for the facility :*Design solar around edges? :*If do solar, complete field construction before solar (minimize disruption)? MG - View this as a collaboration. Having BlueWave working with Dedham and developer on a project, we'll find best practices and make it easier for further projects to be done. Benefits everyone. === 2015-04-02 Meeting follow-up === (From follow-up note to Aidan) *Cindy & Richard provided good information on planning and conservation issues and, more importantly, were very helpful with suggestions on commercial projects to pursue. As you saw, it was not lost on them that we took the time to come to them early on, unlike others... *I will debrief and plan follow-up with Ginny LeClair since she couldn't be with us at the meeting. She returns to the office tomorrow. *We clearly want to make projects now in the planning process with the Town a priority: :*'''David Spiegel's TGIF project''' is at the top of the list. You wanted to follow up with him yourself, and you have his contact information that they provided. I thought I would follow up with Richard to see what plans have been submitted; that'll give us a head start on assessing the opportunity. - With Ginny and Richard, I'll assess what '''other projects''' may be in the works that have solar opportunities. *We got further confirmation/support for pursuing the garage canopy with '''Legacy Place'''. Did your conversation with WS development yield anything helpful? Ideally we could leverage both ends to move this forward; Dedham is willing and able to work with us to get the conversation started. === 2015-04-02 Meeting === Planned meeting with Ginny, Cynthia O'Connell, Conservation Agent and Richard McCarthy, Planning Department :*Attending: MJG & Aidan Foley Agenda: *Discuss water management and construction issues for parking canopies *Determine next steps for Keystone Lot, meeting with Legacy Place {{color||2015-04-02}} - Met with Cindy and Rich; Ginny was called away. We can do development in Dedham *Among strictest storm water management by-laws in the state :*Charles River and Neponset watersheds :*Surface water in Dedham has been determined to be compromised - focus for enforcement and planning :*Model for other communities :*Requires recharge (or other re-use) on site :*Must not increase rate or volume of water leaving site *2012 FEMA Flood Plain maps added to the challenge *New development easier than retrofit :*Additional benefits to all stakeholders as are going through permitting process :*Retrofit opens up current status of the site - compliance *Most of the property along Route 1 comes under ConCom jurisdiction for wetlands :*Wigham Pond, Wigham Brook, Charles River :*Water quality compromised, so is focus of attention and enforcement *Development will have to go through storm water and wetlands processes :*Will need storm water permit :*Requirements will be similar *No major solar projects since Cindy came on board (several years) *Conservation Commission likely to be receptive :*This could be beneficial :*Where will the storm water go and how fast? :*What comes off the panels? ::*Glass panels - nothing but what's already in the air and deposited *Snow loading - panels Planning for new or retrofit solar would be a '''site review''' process under '''Planning Board''' jurisdiction *They would require layout, utilities, details *Do we have example from other projects? Rich could review. :*Aidan - Furthest along is Sturbridge; just submitting civil plans now :*Could send design docs from other projects *'''Planning Board''' will need to be convinced :*Won't be automatically opposed but won't be eager either. :*Will need to be convinced of benefits :*Aesthetics will be important :*For-profit company and commercial benefits will help *'''Visibility''' for retail outlets with canopies in place on surface lots will be a concern :*Absolutely - incorporate that consideration in design :*Lots behind stores advantageous *Impact on production from '''snow''' and '''soiling''' is incorporated in financial models - allowance for small loss in estimating total energy production :*snow - dark panel, small amounts melt because panel warmer than surroundings, up to 1" melts faster because of surfaced heating; large amounts (like this winter) accumulate (but melt faster, slide off easily) :*soiling - deposits from air are washed off by rain, but allow for small production loss in production estimates *Rain or snow melt is collected by design from parking canopies and channeled below grade where it is disposed of according to the requirements of the site: *Infiltration on the site *Storm drains *Cistern for re-use *Swale or other body of water? *Parking canopies have demonstrated significant retail appeal :*Customers will park 300 yards away rather than right in front of store to have car under cover :*Retailers pay a lot of attention to that :*Whole Foods Brooklyn - canopy space always fill first :*(NB - NJ lot aerial picture - large lot empty, canopies full ==== Potential Opportunities ==== Suggested several potential opportunities: *[[involved::David Spiegel]] - TGIF site now going through planning :*Spiegel owns BB&B, Verizon, Dunkin Donuts &TGIF sites :*Build new building right on Route 1 :*TGIF remains in place :*Fill in some wetland in the rear :*Large parking lot on side/read :*Receptive to Green :*High water table at this site *Office buildings across from Summer Shack at Costco exit :*2 buildings - parking opportunity *'''American Legion''' building across from Memorial Field - large regular-shaped parking lot *'''BJ's''' - Solar City planned a rooftop installation :*Didn't talk with anyone at the Town about requirements until the last minute :*Fencing on roof is still there, but project hasn't proceeded :*Not sure of status *'''Parking Lot''' across Summer Shack exit road from Legacy Place :*Good size, rectangular :*Used for employee parking? :*Wouldn't raise visibility concerns :*But is a potentially developable site *'''Whole Foods Parking Lot''' - North side of building :*Visibility impact would be a concern :*Whole Foods has already done a lot - solar on roof, fuel cell, refrigeration systems *'''Costco''' :*Aidan - Costco has corporate process for solar - have done many :*Why haven't they done this site? Do they own it (not sure)? :*Parking lot is good size :*It is "tired" - could use a refresh, so good time to consider parking canopy. *'''Holiday Inn''' - site adjacent to Route 128 entry ("ugliest Holiday Inn anywhere") :*Adjacent Walgreens & Dedham Savings Bank lots *'''Tesla''' - planned dealership :*Given Musk cross-ownership and interest, they will go with Solar City if they do something Comments on sites recommended by SAC to pursue: *'''Keystone Lot''' - will be difficult for the political/practical reasons were discussed with SAC: :*Disruption to local businesses so soon after lot reconstruction :*Potential for future site development *'''Legacy Place Garage''' - ideal site, for reasons already discussed: :*Legacy Place green interest & commitments :*No visibility impacts to retail (as may happen with surface lot canopies) === Follow-up with Ginny 2015-03-16 === Dedham SAC wants to pursue two sites - one muni, one commercial *'''Keystone Parking Lot''', Dedham Square ( kW) *'''Legacy Place''' Garage ( kW) === Meeting with Sustainability Advisory Committee 2015-03-12 === Very successful initial meeting with Committee. Agenda: *Establish BlueWave credentials and interest *Review municipal sites and present opportunity *Review example commercial sites and discuss collaborative opportunity to encourage/enable commercial property owners to install parking canopies, especially along Route 1. === Updates to sites from call with Ginny === Notes: *Draw a line between feasible and non-feasible sites on site summary pages *Update below includes new information only for viable sites <u>Ground Mount</u> *'''450 Sprague St., 408 Sprague St.''' - former Stryer property. Town wants to develop fields on the combined site, but hasn't yet been able to pull together funding and plans :*Opportunity for ground mount in addition to fields? Bring in revenue/cost savings while planning for fields takes place *'''17 Lower East St.''' - closed landfill :*Closed in 1979 (to DEP specs) but not capped. :*What would have to be done to make it viable? No longer money available for capping landfills; DEP hasn't come after them to do it. :*8 acres total; only about 4 developable due to elevation (consistent with BWC assessment) :*Site heavily wooded :*Borrego Solar looked at it a few years ago (and didn't pursue) *'''191 Greenlodge St.''' - as below. Is there enough room for both solar and playing fields :*Much of site is wooded. Cost/benefit trade-off between tree removal and solar. Certainly worth considering. <u>Rooftop</u> *'''<span color="red">140 Whiting Ave</span>'''. - High School. As below; good opportunity. *'''191 Greenlodge Ave.''' - Elementary School. As below; good possible opportunity. *'''1100 High St.''' - Closed Dexter School site. Availability depends on plan for building and site. :*Town is exploring retrofitting/expanding the building for greater municipal use. :*Because of wetlands, likely not able to expand footprint :*Considering adding a story :*'''Breaking news:''' Building evacuated last Friday because of roof concerns (snow load, noises). ::*Likely needs a new roof. This has advantages for solar - help offset unexpected expense with solar savings; new roof for solar installation. <u>Parking Canopies</u> '''<span color="red">10 and 26 Eastern Ave.</span>''' - Keystone Parking lot in Dedham Square. As below. Very interesting for Town if can be done non-disruptively (lot was recently repaved). Two other sites were on my list. Can you let me know the status of these? *'''70 Whiting Ave. (Canopy)''' - Erica confirmed my assessment - not a candidate for canopies because of total available area and single-tilt installation. *'''31 Pottery Lane/336 High St.''' - Erica re-looking at this. May be viable but too small to make sense for us. :*NB: Can we provide other advice/guidance? Possibly take it on if enough other projects go forward? === Prep call with Ginny 2015-03-09 === Agenda for Thursday's meeting: *BlueWave Capital's capabilities *Assessment of municipal opportunities *Collaboration opportunities on "greening" commercial properties - parking canopies discussion and examples Conversation with Ginny: *Review and agree on agenda for Thursday *Review site summaries :*Ask about Sprague St. and Lower East St. ground mount sites *Discuss proposed commercial parking examples :*Legacy Place Garage roof :*Dedham Mall, BJ's - surface lot Summary: *Agenda sounds terrific :*Ginny will brief chair today *Reviewed each site - annotate information for BWC team from notes on site summaries pages; :*Have Erika update presentation *Commercial parking discussion - one member in particular very interested; Ginny will brief him in advance *No particular issues around committee - great group, excellent to work with, very effective :*MIT professors, DCR employee, others *Logistics :*Arrive around 6:45 pm :*Will have projector, screen (and laptop, if needed) :*Bring laptop with presentation, USB drive, and send presentation to Ginny in advance for loading === Internal follow-up to site assessment 2015-03-04 === Note to Erica and team. <u>Ground Mount</u> *'''450 Sprague St., 308 Sprague St. and 17 Lower East St.''' - are lots owned by the town, some of which may have been commercial properties purchased by the town a number of years ago. I will research their status and availability with my conctacts. *'''191 Greenlodge St.''' - Elementary School. Worth exploring whether some of the site could be available (there seems to be more than enough playing fields for that size elementary school). Concerns would likely be residential abutters and any possibility the school will be rebuilt in the future (the site may be big enough to allow them to build a new building and remove the old) <u>Rooftop</u> *'''<span color="red">140 Whiting Ave</span>'''. - High School. Dedham would be open to adding to the existing solar if feasible. *'''191 Greenlodge Ave.''' - Elementary School. As above, availability depends on planned life of building. *'''1100 High St.''' - Closed Dexter School site. Availability depends on plan for building and site. *'''143 Needham St.''' (Elem. School) and 70 Whiting Way (Middle School) - too small <u>Parking Canopies</u> '''<span color="red">10 and 26 Eastern Ave.</span>''' - Keystone Parking lot in Dedham Square. Very interesting for Town if can be done non-disruptively (lot was recently repaved). *'''1100 High St.''' - As Above. *'''22 Mt. Vernon St.''' - lot adjacent to rebuilt Avery School. Too small; unavailable in any case. *'''31 Pottery Lane''' - Parking lot for rebuilt Avery School. Appears too small Two other sites were on my list. Can you let me know the status of these? *'''70 Whiting Ave. (Canopy)''' - Can you confirm that the 70 Whiting Ave. site - the front of the Middle School and the curve around the football field - doesn't reach feasibility for a canopy? I suspect the configuration is a bigger issue than the size; it's not conducive to a dual-tilt installation, which is much the preferred option here in the Northeast because of greater structural stability under snow load. *'''31 Pottery Lane/336 High St.''' - Rebuilt Avery School is a LEED-gold certified building which was constructed to be solar-ready. Solar wasn't installed during construction due to cost. The list as a whole is promising. '''Two sites that I know are available and of interest to the town (Keystone Lot, HS rooftop) have strong potential (500 & 200 kWDC).''' Adding even a few of the others, if available, could significantly increase the opportunity. From a timing perspective, I'm waiting for confirmation for a March meeting with the Town's Sustainability Committee (likely 3/16, 3/23 or 3/30). Next week, when Ginny return, I would like to review what we have with her in preparation for the meeting with the Committee. === Note to Ginny 2015-03-02 === Note to Ginny (returns from FL end of week) :*Date for meeting with Sustainability Committee (3/16, 3/23 or 3/20) :*Additional sites === Erica Merritt site assessment 2015-02-27 === *ID'd additional sites. Have to research these further; talk with Ginny when she returns *Also want parking canopies for municipal sites; Erica will follow up. *Tom Holt to follow up on parking canopy for Legacy Place *ID another commercial site for surface paking lot canopy === Ginny LeClair meeting 2015-01-30 === Follow-up: *BWC will evaluate sites we discussed to determine if we have critical mass *Will provide analysis *BWC will develop an initial proposal for parking canopies for the commercial lots on Route 1, using Legacy Place as an example *Goal to present both to Sustainability Committee at March Meeting *Would BWC be available to meet with SC on March 9th? If so, Ginny will ask if they can meeting then (instead of 3/2, since Ginny is on vacation that week). Let her know quickly. Locations: Dedham Middle School, Dedham High School and the Avery Elementary School are on adjacent parcels (70 & 140 Whiting Ave. and 336 High St.). *'''Dedham Middle School''' :*Parking canopy most likely for this facility :*130,000 sf building with 30 kW solar installed. Is more possible or is this max'ed out because of rooftop equipment? *Dedham High School - about 150 kW installed between HS and Town Hall. Probably max'ed out. :*HS has very little parking. The spots along the right side curve of the athletic field may be removed to accommodate the rail trail. *'''Avery School''' - Completed 1-2 years ago. LEED facility, solar ready. *Early Childhood Center - Dedham is in the design phase with the MSBA for a replacement facility. They may build a new facility at the current site of the Dexter School (currently not in use as a school). *'''Keystone Parking lot''' in Dedham Square. :*Electrical conduit at north end; has several charging stations :*Recently resurfaced *Landfill probably not a good site - looked at it a couple of years ago :*Not permanently capped yet - that would be a multi-million dollar project :*Only four acres usable - much ledge otherwise Housing Authority: *Follow-up with JoAnn Toomey - '''jtoomeydha@aol.com *No relationship with Town - facilities or otherwise :*Dedham recently went to Town Manager form of government Commercial lots: *Sustainability Committee wants to encourage owners of large commercial lots to do solar canopies *Can we develop a strawman proposal using Legacy Place as an example for a general program that could be presented to the property owners? *Must consider rainwater diversion (Whole Foods in Brooklyn) *Idea would be a program made available to them by BWC in collaboration with Dedham. Other Commerical items: *Legacy Place is a strong partner with Dedham :*Worked with ConCom on sustianable operations :*Whole Foods has solar. This location was until recently the largest WF in New England *Owen Motors site - immediately next to/across from BB&B :*Will house a Tesla location *Dedham Health and Athletic Club - near pond and landfill. Good site for solar. *Vitamin/GNC? site has permeable pavement - who knew? Other notes: *Invited Steve Macausland to our planned 1/26 meeting; hadn't heard back; didn't think it likely he would come. Didn't reach out for Friday meeting because of short notice. *Ginny now lives in Cohasset; moved from Scituate :*Looked at Needham - wanted to live here :*Drive to Dedham from South Shore always long *Daughter is now four === Virginia LeClair 2015-01-15 === Phone call with Virginia. Talked about Green Needham and inter-town collaboration *Green Fair :*Have done one almost every year; may not this year; lots of work, not sure getting enough people :*Last year on Dedham Day :*Open to collaboration - perhaps if May Needham/Wellesley fair goes well, consider three-town fair in Needham in 2016? *Interested in bike trail - connected her with Tad Staley *Looking at Municipal Choice aggregation - will have presentation at 2015-02-02 Sustainability Committee meeting. :*Early days, but very interested :*New Town Manager is from Swansea, where he implemented it *Solar - with Next Step Living :*May look at it again; probably wouldn't do Solarize because would go through a lot of work and perhaps end up with NSL anyway. Have a good relationship with them. *Collaboration with Green Needham :*Plan to have several steering committee members come to an upcoming Dedham Sustainability Committee meeting ::*Meetings 1st Monday of every month, 7:00 pm at Town Hall '''Municipal solar opportunities''' *Virginia very interested; timing is good *[[#Opportunities|Opportunities listed above]] *Meet with her 2015-01-26 to discuss possible locations, decide whether to meet with Committee on 2/2 or 3/2 '''Dedham Housing Authority''' *Is separate entity; buildings not in Town portfolio; Executive Director Toomey not on town staff *Virginia will investigate for me *Virginia mentioned that John had talked with Steve Macausland and with someone from Housing Authority. '''Sustainability Committee''' *7 members *John (?) longest-serving, chair *Several new members ---- m9eg76oa853dygzfcdx8sfphq1dl6o2 0 515 998 2015-03-24T17:37:14Z Greis>Michael 0 998 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-03-23]]}} :Next step: '''[[next step::Reach out to Selectman]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == People == == Opportunities == *Medfield State Hospital site :*State is selling site to Medfield at a very attractive price (per Denise). :*Reviewed site with Andrew. Actual Hospital parcel is only a couple of acres; the rest of the site is listed as having a permanent open space restriction. But given the effort involved and the price, is more of the site being transferred to the town for their use? :*Check with Amanda? *Other Municipal buildings? *Ground mount sites? == Resources == *[[involved::Denise Garlick]], state rep * == Activities == ---- 2b5v75ooj8431e6s5o1sbbnxgmucsvu 999 998 2024-05-24T04:54:41Z Michael 1 1 revision imported 998 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-03-23]]}} :Next step: '''[[next step::Reach out to Selectman]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == People == == Opportunities == *Medfield State Hospital site :*State is selling site to Medfield at a very attractive price (per Denise). :*Reviewed site with Andrew. Actual Hospital parcel is only a couple of acres; the rest of the site is listed as having a permanent open space restriction. But given the effort involved and the price, is more of the site being transferred to the town for their use? :*Check with Amanda? *Other Municipal buildings? *Ground mount sites? == Resources == *[[involved::Denise Garlick]], state rep * == Activities == ---- 2b5v75ooj8431e6s5o1sbbnxgmucsvu 0 516 1000 2015-03-23T22:59:59Z Greis>Michael 0 /* Opportunities */ 1000 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-03-20]]}} :Next step: '''[[next step::Meeting with Kate April 9th?]]''' ::*Waiting to hear on Mark's availability __NOTOC__ == People == *[[involved::Kate Fitzpatrick]] *Solar Exploratory Committee - [[involved::David Harris]] == Opportunities == *Parking - High School and Parking Lots (750kW parking canopy) *Buildings previously assessed - follow-up to RTS :*Eliot :*Broadmeadow :*Newman :*High School Others: *Salt Shed - too small (14,000 sf) *Water Treatment facility - 914 Charles River St.? *Needham Housing Authority - as offtaker if can get a site in NStar NEMA == Resources == == Activities == === 2014-02 === *2015-03-10 - Sandy suggested 2015-04-09 PM meeting - include Dave, Chris, Chip *2015-03-10 - Talked with Sandy; Kate was going to talk with me at another event; I said I would still like to meet & bring Mark. *2015-02-16 - Talked with Sandy Cincotta about setting up meeting === 2014-12 === [[Consulting/BlueWave Capital Business Development/2014-12-30 Meeting|Review]] with John 2014-12-30 *Will set up meeting with Kate in early February - BWC participation not needed for this meeting :*'''Objectives:''' get Kate's agreement to move forward (Solar Exploratory Committee review) and to consider MAPC procurement (staff resources) === Kate Fitzptrick 2014-11 === *Met with Kate early November. :*Willing to talk after her budget is submitted (early February) *Will go to Solar Exploratory Committee :*Understood, but we will want to talk about MAPC options ---- ax7r89qxee3ki1pupys493x5trpp04d 1001 1000 2024-05-24T04:54:41Z Michael 1 1 revision imported 1000 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-03-20]]}} :Next step: '''[[next step::Meeting with Kate April 9th?]]''' ::*Waiting to hear on Mark's availability __NOTOC__ == People == *[[involved::Kate Fitzpatrick]] *Solar Exploratory Committee - [[involved::David Harris]] == Opportunities == *Parking - High School and Parking Lots (750kW parking canopy) *Buildings previously assessed - follow-up to RTS :*Eliot :*Broadmeadow :*Newman :*High School Others: *Salt Shed - too small (14,000 sf) *Water Treatment facility - 914 Charles River St.? *Needham Housing Authority - as offtaker if can get a site in NStar NEMA == Resources == == Activities == === 2014-02 === *2015-03-10 - Sandy suggested 2015-04-09 PM meeting - include Dave, Chris, Chip *2015-03-10 - Talked with Sandy; Kate was going to talk with me at another event; I said I would still like to meet & bring Mark. *2015-02-16 - Talked with Sandy Cincotta about setting up meeting === 2014-12 === [[Consulting/BlueWave Capital Business Development/2014-12-30 Meeting|Review]] with John 2014-12-30 *Will set up meeting with Kate in early February - BWC participation not needed for this meeting :*'''Objectives:''' get Kate's agreement to move forward (Solar Exploratory Committee review) and to consider MAPC procurement (staff resources) === Kate Fitzptrick 2014-11 === *Met with Kate early November. :*Willing to talk after her budget is submitted (early February) *Will go to Solar Exploratory Committee :*Understood, but we will want to talk about MAPC options ---- ax7r89qxee3ki1pupys493x5trpp04d 0 517 1002 2015-05-12T17:06:28Z Greis>Michael 0 /* Activities */ 1002 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-04-06]]}} :Next step: '''[[next step::Position BWC to respond to RFP]]''' __NOTOC__ == People == *[[involved::Rob Garrity]] - Director of Sustainability *[[involved::Bill Ferguson]] - Head of Energy *[[involved::Alan Mandel]] - City Attorney *[[involved::Maureen Lemieux]] - Chief of Staff == Opportunities == *Total 4-5 MW *Municipal Buildings *Landfill *Possible community solar? == Resources == == Activities == === 2015-05-11 Check-in with Bill === Still anticipating end of May release for RFP *Sending RFP to DoER for approval next week *Purchasing is very good, but frequently has change requests. :*If so, a week delay is possible. *Hoping to get a good number of responses *'''Call Bill 2015-05-26 for update''' === 2015-04-03 Follow-up === From note to John & Mark The Newton procurement I told you about early this year is shaping up to be an excellent opportunity. I spent time last week with '''Bill Ferguson''', the city's Energy Project Manager who is putting the procurement together. This procurement will be for '''nine municipal sites'''. The city will do a separate procurement for the landfill so as not to delay these projects (they ran into significant neighborhood opposition when they tried to do the landfill a few years ago; they believe they may be able to address those issues better today, but want to get the other projects done.) Newton will use the RFP process (this seems to be standard operating procedure for them, alas), but Bill is focused on developing criteria to ensure they get a quality developer who can deliver. We talked quite a bit about this, as I know it is generally much more attractive to respond to an RFQ. Bill is writing the RFP (starting from the DoER model RFP) with a city attorney. They have engaged [[involved::Meister Consulting]] to review their work and give them advice (not to write the RFP). The sites chosen for the RFP have been heavily vetted and discussed internally, so there is broad support for them. They don't anticipate any major planning challenges. He hadn't thought about water run-off for the canopies (as a positive or as an issue to be explored), so he appreciated that suggestion. They plan to include language to allow contract extension to a "Phase III" once these facilities are done. (Phase I was the contract they had with [[involved::Ameresco]] several years ago.) They anticipate phase III could include multiple parking canopies at municipal lots. He asked for feedback on timing and information requirements to make the process as appealing as possible to developers. I suggested: :- allow sufficient time for responses - a month would be good :- allow enough time (say a week) between the RFP release and a pre-bid conference because potential bidders need to review the RFP thoroughly to know what to ask :- allow some granularity and discretion in selection and pricing so that bidders can reflect the different characteristics of some of the sites I can make an opportunity to add to those if you have suggestions.... Other than us, he has heard from [[involved::Solar City]] and talked with Ameresco. Timing - he suggested I check back in with him for an update in a few weeks; he anticipates the RFP will be out before the end of May. This is the list of sites to be included, with some observations. I'd like to have the site survey team assess them - to size the opportunity, obviously, but also to identify any special challenges or red flags that would be helpful to know in advance (or that should be incorporated into their thinking). {| {{table}} | align="center" style="background:#f0f0f0;"|'''Facility/Location''' | align="center" style="background:#f0f0f0;"|'''Address''' | align="center" style="background:#f0f0f0;"|'''Type''' | align="center" style="background:#f0f0f0;"|'''Comments''' |- | Elliot St. Public Buildings & DPW||52, 60 & 70 Elliot St.||Truck port, roof||Truck parking in rear; 60 Elliot for roof mounted; Is 52 a candidate for roof mounted (structurally)? |- | Newton South HS||140 Brandeis Rd.||parking, roof|| |- | Library Parking Lot||330 Homer St.||Parking||Site has flooding and drainage issues |- | Angier School||1697 Beacon St.||Roof||Under construction; opens Jan 2016 |- | Oak Hill School||130 Wheeler Road||Roof|| |- | Lower Falls Comm. Center||545 Grove St.||Roof|| |- | Bowen School||280 Cypress St.||Roof|| |- | First Station 10, Wires Bldg.||755 Dedham St.||Roof||Under construction |- | Zervas School||30 Beethoven Ave.||Roof||New Construction - 1 to 1 1/2 yrs. Out |} === 2015-04-03 Meeting with Bill Ferguson === Excellent meeting with Bill Ferguson. Newton will be issuing an RFP for municipal buildings at the end of May. We discussed the facilities to be included, the thinking behind the RFP and Bill asked for feedback on their plan for the RFP. *Buildings (including parking canopies) RFP will be issued at the end of May :*The Landfill RFP will be separate and done later ::*Now capped; have the DEP permit ::*Concern about neighbors - last time Newton looked at this, got a lot of opposition from neighbors ::*Were looking at slopes then (have since flattened top when they capped it) *They considered trying to amend the existing contract with Ameresco, but decided that a new procurement was preferable :*Were happy with the work Ameresco did :*Want to demonstrate that they are getting the best possible price for the city :*Market has changed *Although they decided to go with RFP, price will not be the only (or prime) consideration; they will weigh other considerations in the RFP itself. :*Surmise that higher-level policy drove the RFP/RFQ decision :*Demonstrating that they got the best deal for the city is easier with RFP :*Clearly aware of the pitfalls of RFP vs. RFQ and want to avoid them *Bringing in '''Meister''' as a consultant to advise and review their work :*Meeting with them next week '''RFP Development''' *Bill is developing the RFP in concert with city attorney Alan Mandel. *Built it on DoER sample RFP for Energy Services :*Changes to make it more suitable for solar PV. *Expects to issue RFP in '''late May'''. Check back in early May for update, info. *Bill plans to include an adder allowing them to add other buildings to the contract. :*I told him that this does make it more attractive to bidders *Anticipates that "Phase III" could include many parking canopies *They are assembling as much information as they can think of to provide on the sites and the project *Could change on review by Maureen & CFO, but feel they have good consensus '''Potential Sites''' *DPW & Public Buildings at 52, 60 & 70 Eliot St - Truck ports and roof mounted :*Truck canopy in rear of complex :*60 for roof mounted; is 52 doable? Load? Age? ::*Have made significant improvements at 52 - their office *Newton South HS at 140 Brandeis Road - parking canopies & roof mounted *Library at 330 Homer St. - parking canopy :*I mentioned water runoff and water table conditions (they've had problems at that site); hadn't thought of that *Angier School (under construction; open by January 2016) at 1697 Beacon St. - roof mounted *Oak Hill School at 130 Wheeler Road - roof mounted *Lower Falls Community Center at 525 Grove St. - roof mounted *Bowen School at 280 Cypress St. - roof mounted *Fire Station 10 & Wires Building (under construction) at 755 Dedham St. *Zervas School (1 - 1 1/2 years until new construction) at 30 Beethoven Ave. *These sites have been well-vetted and discussed. There is general agreement on them. They will not be likely to add any others for this RFP (other could easily be added in a Phase III extension). *Work previously done by Ameresco is on the city's web site *Bill has been contacted by, and talked with: :*Solar City :*Heliobus (? sp.?) - they do daylighting, light engineering (e.g. solar tubes) :*Boston Solar *Bill asked for feedback on the proposed projects, suggestions on timing, etc. :*Give at least a month for responses - need that much time because everything has to be complete :*Bidders conference? Allow a week after issuing RFP for people to go through it thoroughly enough to know what they need to ask :*Storm water and run off - hadn't thought of that :*Planning issues - none '''Other notes''' *Talked about work Newton has done on energy *'''Noresco''' has done work for them - lots of lighting *They've replaced a lot of lighting with LED. :*CREE - 10 year warranty and 2 years parts & labor *5 years, 50% (?) *Bill's background :*Came to Newton 1 -2 years ago (same time as Rob) :*Ran energy management for state of Rhode Island :*Then retired, but didn't like it :*Excited to join Newton === 2015-03-23 === Rob will put me directly in touch with Bill Ferguson. Newton is looking at bringing in consultant to put together an RFP. We want to get in to talk about what we can do and about the MAPC procurement option. === 2015-02-17 === Rob had not been responsive to phone calls. That was because he has moved on from Newton to become Chief of Staff to Stephanie Pollock at the DoT. He will connect me to Bill Ferguson. Check in with him for coffee/lunch in a week or two. *Note to Rob Garrity 2014-12-30 - please suggest dates from 2014-01-13 on for meeting with him and Bill Ferguson === 2014-12-30 === [[Consulting/BlueWave Capital Business Development/2014-12-30 Meeting|Review]] with John *Bid for Newton several years ago (when Ameresco won) *In retrospect, early; didn't do great job; :*Poor partner - Solar Power Partners - now out of business *John has known Mayor [[involved::Setti Warren]] since Setti was about five years old :*John as a friend of Setti's father, a professor at Northeastern *I will get dates for meeting and coordinate with John. :*List of buildings :*What happened to other sites previously? - Landfill difficult? I know they only did a few. Don't believe that was problem with sites themselves. === Rob Garrity 2014-12-11 === Breakfast with Rob Garrity. *Absolutely not tied to Ameresco for municipal projects. *Likely to do RFP, but I suggested he also consider MAPC. *Pleased to meet with and consider BlueWave. Also from conversation with Rob: *Legal office now calling into question arrangements with "community program providers" :*Bill August :*NSL for several years *Solarize and follow-on *Last year with Solar Flair - about 100 systems :*Terrible responsiveness and follow-up. Seven months for a senior city official to hear back *B Cotellette suggested do own program, two vendors. He is willing to get them additional breaks with suppliers :*That's what prompted the concern about providers *New MCAN director [[referenced::Carol Oldham]] :*Happy to talk with her if/when she reaches out; Rob will let her know *Green Commmunities :*Submitted latest report :*Purchase of several vehicles in violation of policy ---- kh8egk74pin9wtllofyck3lqf1cra9j 1003 1002 2024-05-24T04:54:41Z Michael 1 1 revision imported 1002 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-04-06]]}} :Next step: '''[[next step::Position BWC to respond to RFP]]''' __NOTOC__ == People == *[[involved::Rob Garrity]] - Director of Sustainability *[[involved::Bill Ferguson]] - Head of Energy *[[involved::Alan Mandel]] - City Attorney *[[involved::Maureen Lemieux]] - Chief of Staff == Opportunities == *Total 4-5 MW *Municipal Buildings *Landfill *Possible community solar? == Resources == == Activities == === 2015-05-11 Check-in with Bill === Still anticipating end of May release for RFP *Sending RFP to DoER for approval next week *Purchasing is very good, but frequently has change requests. :*If so, a week delay is possible. *Hoping to get a good number of responses *'''Call Bill 2015-05-26 for update''' === 2015-04-03 Follow-up === From note to John & Mark The Newton procurement I told you about early this year is shaping up to be an excellent opportunity. I spent time last week with '''Bill Ferguson''', the city's Energy Project Manager who is putting the procurement together. This procurement will be for '''nine municipal sites'''. The city will do a separate procurement for the landfill so as not to delay these projects (they ran into significant neighborhood opposition when they tried to do the landfill a few years ago; they believe they may be able to address those issues better today, but want to get the other projects done.) Newton will use the RFP process (this seems to be standard operating procedure for them, alas), but Bill is focused on developing criteria to ensure they get a quality developer who can deliver. We talked quite a bit about this, as I know it is generally much more attractive to respond to an RFQ. Bill is writing the RFP (starting from the DoER model RFP) with a city attorney. They have engaged [[involved::Meister Consulting]] to review their work and give them advice (not to write the RFP). The sites chosen for the RFP have been heavily vetted and discussed internally, so there is broad support for them. They don't anticipate any major planning challenges. He hadn't thought about water run-off for the canopies (as a positive or as an issue to be explored), so he appreciated that suggestion. They plan to include language to allow contract extension to a "Phase III" once these facilities are done. (Phase I was the contract they had with [[involved::Ameresco]] several years ago.) They anticipate phase III could include multiple parking canopies at municipal lots. He asked for feedback on timing and information requirements to make the process as appealing as possible to developers. I suggested: :- allow sufficient time for responses - a month would be good :- allow enough time (say a week) between the RFP release and a pre-bid conference because potential bidders need to review the RFP thoroughly to know what to ask :- allow some granularity and discretion in selection and pricing so that bidders can reflect the different characteristics of some of the sites I can make an opportunity to add to those if you have suggestions.... Other than us, he has heard from [[involved::Solar City]] and talked with Ameresco. Timing - he suggested I check back in with him for an update in a few weeks; he anticipates the RFP will be out before the end of May. This is the list of sites to be included, with some observations. I'd like to have the site survey team assess them - to size the opportunity, obviously, but also to identify any special challenges or red flags that would be helpful to know in advance (or that should be incorporated into their thinking). {| {{table}} | align="center" style="background:#f0f0f0;"|'''Facility/Location''' | align="center" style="background:#f0f0f0;"|'''Address''' | align="center" style="background:#f0f0f0;"|'''Type''' | align="center" style="background:#f0f0f0;"|'''Comments''' |- | Elliot St. Public Buildings & DPW||52, 60 & 70 Elliot St.||Truck port, roof||Truck parking in rear; 60 Elliot for roof mounted; Is 52 a candidate for roof mounted (structurally)? |- | Newton South HS||140 Brandeis Rd.||parking, roof|| |- | Library Parking Lot||330 Homer St.||Parking||Site has flooding and drainage issues |- | Angier School||1697 Beacon St.||Roof||Under construction; opens Jan 2016 |- | Oak Hill School||130 Wheeler Road||Roof|| |- | Lower Falls Comm. Center||545 Grove St.||Roof|| |- | Bowen School||280 Cypress St.||Roof|| |- | First Station 10, Wires Bldg.||755 Dedham St.||Roof||Under construction |- | Zervas School||30 Beethoven Ave.||Roof||New Construction - 1 to 1 1/2 yrs. Out |} === 2015-04-03 Meeting with Bill Ferguson === Excellent meeting with Bill Ferguson. Newton will be issuing an RFP for municipal buildings at the end of May. We discussed the facilities to be included, the thinking behind the RFP and Bill asked for feedback on their plan for the RFP. *Buildings (including parking canopies) RFP will be issued at the end of May :*The Landfill RFP will be separate and done later ::*Now capped; have the DEP permit ::*Concern about neighbors - last time Newton looked at this, got a lot of opposition from neighbors ::*Were looking at slopes then (have since flattened top when they capped it) *They considered trying to amend the existing contract with Ameresco, but decided that a new procurement was preferable :*Were happy with the work Ameresco did :*Want to demonstrate that they are getting the best possible price for the city :*Market has changed *Although they decided to go with RFP, price will not be the only (or prime) consideration; they will weigh other considerations in the RFP itself. :*Surmise that higher-level policy drove the RFP/RFQ decision :*Demonstrating that they got the best deal for the city is easier with RFP :*Clearly aware of the pitfalls of RFP vs. RFQ and want to avoid them *Bringing in '''Meister''' as a consultant to advise and review their work :*Meeting with them next week '''RFP Development''' *Bill is developing the RFP in concert with city attorney Alan Mandel. *Built it on DoER sample RFP for Energy Services :*Changes to make it more suitable for solar PV. *Expects to issue RFP in '''late May'''. Check back in early May for update, info. *Bill plans to include an adder allowing them to add other buildings to the contract. :*I told him that this does make it more attractive to bidders *Anticipates that "Phase III" could include many parking canopies *They are assembling as much information as they can think of to provide on the sites and the project *Could change on review by Maureen & CFO, but feel they have good consensus '''Potential Sites''' *DPW & Public Buildings at 52, 60 & 70 Eliot St - Truck ports and roof mounted :*Truck canopy in rear of complex :*60 for roof mounted; is 52 doable? Load? Age? ::*Have made significant improvements at 52 - their office *Newton South HS at 140 Brandeis Road - parking canopies & roof mounted *Library at 330 Homer St. - parking canopy :*I mentioned water runoff and water table conditions (they've had problems at that site); hadn't thought of that *Angier School (under construction; open by January 2016) at 1697 Beacon St. - roof mounted *Oak Hill School at 130 Wheeler Road - roof mounted *Lower Falls Community Center at 525 Grove St. - roof mounted *Bowen School at 280 Cypress St. - roof mounted *Fire Station 10 & Wires Building (under construction) at 755 Dedham St. *Zervas School (1 - 1 1/2 years until new construction) at 30 Beethoven Ave. *These sites have been well-vetted and discussed. There is general agreement on them. They will not be likely to add any others for this RFP (other could easily be added in a Phase III extension). *Work previously done by Ameresco is on the city's web site *Bill has been contacted by, and talked with: :*Solar City :*Heliobus (? sp.?) - they do daylighting, light engineering (e.g. solar tubes) :*Boston Solar *Bill asked for feedback on the proposed projects, suggestions on timing, etc. :*Give at least a month for responses - need that much time because everything has to be complete :*Bidders conference? Allow a week after issuing RFP for people to go through it thoroughly enough to know what they need to ask :*Storm water and run off - hadn't thought of that :*Planning issues - none '''Other notes''' *Talked about work Newton has done on energy *'''Noresco''' has done work for them - lots of lighting *They've replaced a lot of lighting with LED. :*CREE - 10 year warranty and 2 years parts & labor *5 years, 50% (?) *Bill's background :*Came to Newton 1 -2 years ago (same time as Rob) :*Ran energy management for state of Rhode Island :*Then retired, but didn't like it :*Excited to join Newton === 2015-03-23 === Rob will put me directly in touch with Bill Ferguson. Newton is looking at bringing in consultant to put together an RFP. We want to get in to talk about what we can do and about the MAPC procurement option. === 2015-02-17 === Rob had not been responsive to phone calls. That was because he has moved on from Newton to become Chief of Staff to Stephanie Pollock at the DoT. He will connect me to Bill Ferguson. Check in with him for coffee/lunch in a week or two. *Note to Rob Garrity 2014-12-30 - please suggest dates from 2014-01-13 on for meeting with him and Bill Ferguson === 2014-12-30 === [[Consulting/BlueWave Capital Business Development/2014-12-30 Meeting|Review]] with John *Bid for Newton several years ago (when Ameresco won) *In retrospect, early; didn't do great job; :*Poor partner - Solar Power Partners - now out of business *John has known Mayor [[involved::Setti Warren]] since Setti was about five years old :*John as a friend of Setti's father, a professor at Northeastern *I will get dates for meeting and coordinate with John. :*List of buildings :*What happened to other sites previously? - Landfill difficult? I know they only did a few. Don't believe that was problem with sites themselves. === Rob Garrity 2014-12-11 === Breakfast with Rob Garrity. *Absolutely not tied to Ameresco for municipal projects. *Likely to do RFP, but I suggested he also consider MAPC. *Pleased to meet with and consider BlueWave. Also from conversation with Rob: *Legal office now calling into question arrangements with "community program providers" :*Bill August :*NSL for several years *Solarize and follow-on *Last year with Solar Flair - about 100 systems :*Terrible responsiveness and follow-up. Seven months for a senior city official to hear back *B Cotellette suggested do own program, two vendors. He is willing to get them additional breaks with suppliers :*That's what prompted the concern about providers *New MCAN director [[referenced::Carol Oldham]] :*Happy to talk with her if/when she reaches out; Rob will let her know *Green Commmunities :*Submitted latest report :*Purchase of several vehicles in violation of policy ---- kh8egk74pin9wtllofyck3lqf1cra9j 0 518 1004 2015-02-17T22:56:12Z Greis>Michael 0 1004 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-02-16]]}} :Next step: '''[[next step::Follow-up with Andrew Buckley on sites]]''' __NOTOC__ == People == *'''[[involved::David Maw]]''' *'''[[involved::Kevin Burke]]''' *'''[[involved::Roy Cramer]]''' == Opportunities == *Current buildings - Andrew thinks not enough *New buildings - ? *Groundmount to right of entrance - up to 1 MW? :*MA restriction :*Willing to cut trees?> :*Town reaction? *Other open space nearer top of hill (would still require tree removal, but not as visible North Hill will likely bid on North 40 in Wellesley == Resources == == Activities == === 2015-02-16 Roy Cramer === Information on conservation restriction, zoning questions. === 2015-02-06 David Maw === Reviewed requirements, possible sites. === Initial === *Initial conversation with David Maw. *Setting up meeting with David *Talk to Roy Cramer about restriction (per Jack Cogswell) *Talked with Jack Cogswell ---- bjyhjk0gp1glla0gt817f4g6fh3x3b1 1005 1004 2024-05-24T04:54:41Z Michael 1 1 revision imported 1004 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-02-16]]}} :Next step: '''[[next step::Follow-up with Andrew Buckley on sites]]''' __NOTOC__ == People == *'''[[involved::David Maw]]''' *'''[[involved::Kevin Burke]]''' *'''[[involved::Roy Cramer]]''' == Opportunities == *Current buildings - Andrew thinks not enough *New buildings - ? *Groundmount to right of entrance - up to 1 MW? :*MA restriction :*Willing to cut trees?> :*Town reaction? *Other open space nearer top of hill (would still require tree removal, but not as visible North Hill will likely bid on North 40 in Wellesley == Resources == == Activities == === 2015-02-16 Roy Cramer === Information on conservation restriction, zoning questions. === 2015-02-06 David Maw === Reviewed requirements, possible sites. === Initial === *Initial conversation with David Maw. *Setting up meeting with David *Talk to Roy Cramer about restriction (per Jack Cogswell) *Talked with Jack Cogswell ---- bjyhjk0gp1glla0gt817f4g6fh3x3b1 0 519 1006 2015-02-10T21:13:16Z Greis>Michael 0 1006 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Closed]]''' :Latest update: {{color||[[event date::2015-01-21]]}} ::* Given that the one really good site for solar at Olin - the main parking lot - has also been identified as the most feasible site for a new building, it doesn't make sense to pursue solar at this time. I'll be keeping in touch with them - things can change, and their shared border with Babson may be germane to any opportunities there. ::*Meeting summary to Joanne & Steve ::*Olin to decide whether to proceed with further exploration given constraints ::*Joanne to provide electricity usage - assess production capability ::*BWC to provide estimate of term required for canopy :Next step: '''[[next step::None - keep in touch]]''' __NOTOC__ == People == *[[involved::Rick Miller]], President (talked with Rick first) *[[involved::Joanne Kossuth]], COO *[[involved::Steve Hannaberry]], CFO == Opportunities == *Buildings - may not be enough *Parking Lot - best opportunity ~625kW *Open space - soccer field; has acqueduct easement Sent to Andrew Buckley {{color||2014-12-08}} for initial assessment == Resources == == Activities == === 2015-01-20 === *Note to Joanne and Steve agreeing :*Asked for any advice on Babson and Wellesley *Note from Joanne - doesn't make sense to pursue now; opportunity cost too high. === 2015-01-15 === Aidan says do need 20 years for parking canopy. Given building possibilities, seems unlikely Olin has a viable opportunity. Follow up with Joanne. === 2015-01-06 === Summary of meeting with Joanne and Steve. Joanne and Steve, Thanks for meeting today to talk about potential solar PV development opportunities at Olin. I'll briefly summarize the key points from our conversation; please add to or correct my understanding as needed. Olin is open to solar PV development (and renewable energy in general), but two previous assessments by interested companies (about 2 and 4 years ago) did not turn up worthwhile opportunities. BlueWave Capital's preliminary assessment suggests that, consistent with your experience, the building rooftops are not an attractive opportunity, and the field, though technically viable, is not available for consideration as it is Olin's only playing field. BlueWave's assessment suggests that a parking canopy installation in the main parking lot is a potentially attractive project (815 kW DC, 625 kW AC). A more detailed analysis would validate and quantify the opportunity. Before asking us to do further analysis and present a proposal, you want to give some thought to a couple of threshold issues: *'''Length of installation term''' - the parking lot is the most likely site for a future building on the campus. If the contract term for the installation is too long, the opportunity cost of forgoing development on the site will be too high. Previous proposals requiring twenty years were clearly too long. :*I will investigate whether we can provide a preliminary range (minimum/maximum) for your consideration. :*Obviously, the potential to relocate of panels to the rooftop of a building at some point in the future would reduce this concern. *'''Magnitude of the cost savings''' - Will the size of the project be substantial enough relative to Olin's electricity costs and the obstacles/issues to make it worth the effort? :*Joanne will send me information on Olin's electricity use and rates. We'll provide a rough estimate of production for you to consider based on the preliminary assessment. The other issues and concerns that would be more fully addressed as we proceeded with further discussions: *State of the technology for parking canopies - previous proposals (latest ~2 years ago) were not convincing. The technology is evolving and is new to the US, though well-accepted in other regions. Is it sufficiently developed to be viable over its installation term? *Operational concerns - snow removal, loss of space, durability and longevity of structure and appearance, maintenance and operations, facilities implications. *Coverage - parking spots only? current inter-row space (planted with vegetation)? any road/driving area coverage? *Aesthetics - It may seem like a no-brainer for a leading-edge engineering school, and probably is for students & faculty. But at least some trustees will not like the impact of a solar installation on the campus's appearance. *Shading - You do not want to remove trees on the perimeter of the parking lot Although I have focused on laying out the major issues in this summary, I do believe there is sufficient potential to merit a further level of analysis. As I told you, I've chosen to work with BlueWave because I have a high confidence in the integrity and capabilities of the firm. If we advance to the point of a full proposal, it will be because you and we both believe the project works. I've also attached the informational slides. Since we didn't formally go through them, let me know if you have any questions. Thanks again! === 2014-12-23 === Note to Joanne suggesting dates. === 2014-12-19 === *Talked with Steve Hannaberry at Olin Expo :*He was waiting for hear from me; I told him I hadn't heard back from Joanne and would reach out to her again. === 2014-12-15 === Preliminary analysis from Andrew Buckley :*Parking lot best opportunity - ~625k :*Buildings likely too small - not enough total :*Open area - === 2014-11-11 === *Exchange of notes with [[involved::Rick Miller]] :*Suggests I meet with Joanne and Steve. *Sent several e-mails to Joanne to set up a date. ---- b4zh2f3t543nborzk30fr12qtippy77 1007 1006 2024-05-24T04:54:41Z Michael 1 1 revision imported 1006 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Closed]]''' :Latest update: {{color||[[event date::2015-01-21]]}} ::* Given that the one really good site for solar at Olin - the main parking lot - has also been identified as the most feasible site for a new building, it doesn't make sense to pursue solar at this time. I'll be keeping in touch with them - things can change, and their shared border with Babson may be germane to any opportunities there. ::*Meeting summary to Joanne & Steve ::*Olin to decide whether to proceed with further exploration given constraints ::*Joanne to provide electricity usage - assess production capability ::*BWC to provide estimate of term required for canopy :Next step: '''[[next step::None - keep in touch]]''' __NOTOC__ == People == *[[involved::Rick Miller]], President (talked with Rick first) *[[involved::Joanne Kossuth]], COO *[[involved::Steve Hannaberry]], CFO == Opportunities == *Buildings - may not be enough *Parking Lot - best opportunity ~625kW *Open space - soccer field; has acqueduct easement Sent to Andrew Buckley {{color||2014-12-08}} for initial assessment == Resources == == Activities == === 2015-01-20 === *Note to Joanne and Steve agreeing :*Asked for any advice on Babson and Wellesley *Note from Joanne - doesn't make sense to pursue now; opportunity cost too high. === 2015-01-15 === Aidan says do need 20 years for parking canopy. Given building possibilities, seems unlikely Olin has a viable opportunity. Follow up with Joanne. === 2015-01-06 === Summary of meeting with Joanne and Steve. Joanne and Steve, Thanks for meeting today to talk about potential solar PV development opportunities at Olin. I'll briefly summarize the key points from our conversation; please add to or correct my understanding as needed. Olin is open to solar PV development (and renewable energy in general), but two previous assessments by interested companies (about 2 and 4 years ago) did not turn up worthwhile opportunities. BlueWave Capital's preliminary assessment suggests that, consistent with your experience, the building rooftops are not an attractive opportunity, and the field, though technically viable, is not available for consideration as it is Olin's only playing field. BlueWave's assessment suggests that a parking canopy installation in the main parking lot is a potentially attractive project (815 kW DC, 625 kW AC). A more detailed analysis would validate and quantify the opportunity. Before asking us to do further analysis and present a proposal, you want to give some thought to a couple of threshold issues: *'''Length of installation term''' - the parking lot is the most likely site for a future building on the campus. If the contract term for the installation is too long, the opportunity cost of forgoing development on the site will be too high. Previous proposals requiring twenty years were clearly too long. :*I will investigate whether we can provide a preliminary range (minimum/maximum) for your consideration. :*Obviously, the potential to relocate of panels to the rooftop of a building at some point in the future would reduce this concern. *'''Magnitude of the cost savings''' - Will the size of the project be substantial enough relative to Olin's electricity costs and the obstacles/issues to make it worth the effort? :*Joanne will send me information on Olin's electricity use and rates. We'll provide a rough estimate of production for you to consider based on the preliminary assessment. The other issues and concerns that would be more fully addressed as we proceeded with further discussions: *State of the technology for parking canopies - previous proposals (latest ~2 years ago) were not convincing. The technology is evolving and is new to the US, though well-accepted in other regions. Is it sufficiently developed to be viable over its installation term? *Operational concerns - snow removal, loss of space, durability and longevity of structure and appearance, maintenance and operations, facilities implications. *Coverage - parking spots only? current inter-row space (planted with vegetation)? any road/driving area coverage? *Aesthetics - It may seem like a no-brainer for a leading-edge engineering school, and probably is for students & faculty. But at least some trustees will not like the impact of a solar installation on the campus's appearance. *Shading - You do not want to remove trees on the perimeter of the parking lot Although I have focused on laying out the major issues in this summary, I do believe there is sufficient potential to merit a further level of analysis. As I told you, I've chosen to work with BlueWave because I have a high confidence in the integrity and capabilities of the firm. If we advance to the point of a full proposal, it will be because you and we both believe the project works. I've also attached the informational slides. Since we didn't formally go through them, let me know if you have any questions. Thanks again! === 2014-12-23 === Note to Joanne suggesting dates. === 2014-12-19 === *Talked with Steve Hannaberry at Olin Expo :*He was waiting for hear from me; I told him I hadn't heard back from Joanne and would reach out to her again. === 2014-12-15 === Preliminary analysis from Andrew Buckley :*Parking lot best opportunity - ~625k :*Buildings likely too small - not enough total :*Open area - === 2014-11-11 === *Exchange of notes with [[involved::Rick Miller]] :*Suggests I meet with Joanne and Steve. *Sent several e-mails to Joanne to set up a date. ---- b4zh2f3t543nborzk30fr12qtippy77 0 520 1008 2015-03-23T22:17:37Z Greis>Michael 0 1008 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-03-23]]}} :Next step: '''[[next step::Meet with Chris Weichert end of March]]''' ::*Checked in with Nick 3/23 ::*Chris wants to hear from PowerOptions before talking to anyone else. __NOTOC__ == People == *[[involved::Nick Parnell]], Facilities Director *[[involved::Chris Weichert]], CFO *[[involved::Peter Quimby]], Headmaster ([http://www.thegovernorsacademy.org/page.cfm?p=979 bio]) == Opportunities == *Largest opportunity in ground mount *May not be enough on buildings == Resources == *[http://www.thegovernorsacademy.org The Governor's Academy web site] == Activities == === 2015-03-23 === Note to Nick to check in on scheduling a meeting. === 2015-03-02 === Talked with Nick. The CFO, '''Chris Weichert''', wants to talk with their energy broker, [[involved::PowerOptions]], before he will talk with anyone else. *Nick thinks it's important for me to meet with Chris. He is very good and is the one who, along with the Head of School, can make the decision and will work with the Trustees. *They won't make a decision without talking with others, and Nick will make sure we get in there. Talked further about possible locations, so we can come in with something appropriate when I do meet with Chris. Nick confirmed that we should look along Route 1 and at all buildings. Nick expects they will be talking with PowerOptions soon, so he should be able to get me in by the end of March. === 2015-02-17 === Follow-up message to Nick. === 2015-01-14 === Original note to Nick with date request. Nick suggests we target after the 2015-02-07 Trustees meeting. === 2014-12-08 Nick Parnell === Called Nick to discuss solar opportunities at The Governor's Academy. Bottom Line: *Send him some information on BlueWave *He will set up a meeting with himself and the CFO in January :*CFO relatively new - 1 year Background: *They have a 32kW system on their gym *They have had multiple solar companies come through, suggesting anywhere from 100 kW to 2 MW :*Seeing a lot of consolidation among providers, churn in staff. :*Don't have a lot of confidence in what they've seen *Plan to revisit opportunity early next year, bring people back in. *Had a Newbury? Selectmen bypass Nick to talk to Headmaster. Headmaster sent him back to Nick. Tnot going anywhere. Concerns: *Appearance/Look of solar installations *Crusty Board of Trustees - but that is changing *Multiple financial options - will leave that to CFO :*Limited capital budget Issues: *Students are asking about solar, renewables and sustainability *Have about 500 acres total :*But a lot of wetlands *Thinks most of usable land near Route 1 *Could be open to ground mount systems ---- cfgzodbbnist1tmxvp1opi4rfnm8ejv 1009 1008 2024-05-24T04:54:41Z Michael 1 1 revision imported 1008 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-03-23]]}} :Next step: '''[[next step::Meet with Chris Weichert end of March]]''' ::*Checked in with Nick 3/23 ::*Chris wants to hear from PowerOptions before talking to anyone else. __NOTOC__ == People == *[[involved::Nick Parnell]], Facilities Director *[[involved::Chris Weichert]], CFO *[[involved::Peter Quimby]], Headmaster ([http://www.thegovernorsacademy.org/page.cfm?p=979 bio]) == Opportunities == *Largest opportunity in ground mount *May not be enough on buildings == Resources == *[http://www.thegovernorsacademy.org The Governor's Academy web site] == Activities == === 2015-03-23 === Note to Nick to check in on scheduling a meeting. === 2015-03-02 === Talked with Nick. The CFO, '''Chris Weichert''', wants to talk with their energy broker, [[involved::PowerOptions]], before he will talk with anyone else. *Nick thinks it's important for me to meet with Chris. He is very good and is the one who, along with the Head of School, can make the decision and will work with the Trustees. *They won't make a decision without talking with others, and Nick will make sure we get in there. Talked further about possible locations, so we can come in with something appropriate when I do meet with Chris. Nick confirmed that we should look along Route 1 and at all buildings. Nick expects they will be talking with PowerOptions soon, so he should be able to get me in by the end of March. === 2015-02-17 === Follow-up message to Nick. === 2015-01-14 === Original note to Nick with date request. Nick suggests we target after the 2015-02-07 Trustees meeting. === 2014-12-08 Nick Parnell === Called Nick to discuss solar opportunities at The Governor's Academy. Bottom Line: *Send him some information on BlueWave *He will set up a meeting with himself and the CFO in January :*CFO relatively new - 1 year Background: *They have a 32kW system on their gym *They have had multiple solar companies come through, suggesting anywhere from 100 kW to 2 MW :*Seeing a lot of consolidation among providers, churn in staff. :*Don't have a lot of confidence in what they've seen *Plan to revisit opportunity early next year, bring people back in. *Had a Newbury? Selectmen bypass Nick to talk to Headmaster. Headmaster sent him back to Nick. Tnot going anywhere. Concerns: *Appearance/Look of solar installations *Crusty Board of Trustees - but that is changing *Multiple financial options - will leave that to CFO :*Limited capital budget Issues: *Students are asking about solar, renewables and sustainability *Have about 500 acres total :*But a lot of wetlands *Thinks most of usable land near Route 1 *Could be open to ground mount systems ---- cfgzodbbnist1tmxvp1opi4rfnm8ejv 0 521 1010 2015-08-04T16:14:56Z Greis>Michael 0 1010 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-04-28]]}} :Next step: '''[[next step::Meeting with SEC]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::398941941|398941941]] Task List]''' __NOTOC__ == People == *[[involved::Ellen Korpi]], Chair, Wellesley Sustainable Energy Committee *[[involved::Quentin Prideaux]], Wellesley Sustainable Energy Committee, Sustainable Wellesley *[[involved::Kate Gibson]], Chair, Wellesley MLP Board and member, Sustainable Energy Committee *[[involved::Ellen Gibbs]] - Selectman and friend of Ellen :*Consensus builder :*Working hard for change to Town Manager :*Asked to bring together people needed to make a decision on solar *[[involved::Patty Quigley]] - School Committee Chair; now SC rep on SEC. :*Patty is Executive Director of Razia's Ray of Hope Foundation :*She worked with Susan Retik on the Beyond the 11th Foundation after both she and Susan were widowed on 9/11. :*With Susan's blessing, in 2007 Patty shifted her focus to working with Razia Jan of Duxbury on her project, which became Razia's Ray of Hope. <u>'''MLP'''</u> *[[involved::Richard Joyce]], Executive Director, Wellesley Municipal Light Plant :*(781-235-7600 x3380, djoyce@wellesleyma.gov) *[[involved::Debra Healy]]] - Assistant Director, Wellesley MLP *'''Trevor Criswell''' - Energy Services and Planning Manager, Wellesley MLP <u>'''Colleges'''</u> *[[involved::Pat Willoughby]] - Sustainability Dir at Wellesley College :*More of a coordinator and cheerleader; no operational responsbility; limited effectiveness, clout *[[involved::Steve Tolley]] - Facilities and sustianbility director at Babson College <u>'''Others'''</u>: *[[involved::Joe McDonough]] - Facilities Director, Town of Wellesley :*781-446-6210 x5618, jmcdonough@wellesleyma.gov *[[involved::Allen Hebert]], CEM - Energy Manager, Town of Wellesley :*781-446-6210 x5633, ahebert@wellesleyma.gov *Suzy Littlefield (44 Boulderbrook?) - Former SC, friend of Ellen & Marianne *Sharon Gray (12 Arnold Rd.) - Elected to School Committee 2015-03 *Tony Bent (23 Princeton? Rd.) - Dan's Superintendent & Mentor in Shrewswbury *Hans () - Executive Director (per Ellen) :*At heart, a "green" :*Not a people person, esp. with women == Opportunities == === Municipal === Focusing on HS parking canopy Best opportunities as of 2015-03-13: *HS Parking canopy *DPW Storage Shed (20 Municipal Road) *Upham School roof *Municipal buildings :*Best current opportunity - meeting with MLP to confirm interest, then figure out how to go forward with Selectmen/municipality *Self generation :*Could be attractive with peaking payments, but Wellesley has contracts in place for the next several years === Wellesley College === Parking canopies in facilities areas most viable prospect {{color||2015-08-04}} - Talked with Pat *Things moving slowly....like walking through three feet of water *Meeting with MLP next week to find out what they want === Babson College === A couple of viable sites {{color||2015-08-04}} - LPM for Steve *Latest on his interaction with new boss/Financial VP == Resources == *Wellesley [http://www.wellesleyma.gov/pages/wellesleyma_wmlp Municipal Light Plant] *'''North 40''' information :*[http://wellesley.wickedlocal.com/article/20140523/News/140527855/?Start=1 Site of landfill] :*Selectmen's presentation on purchase (downloaded) - includes requirements and restrictions :*$35 million purchase *School Committee [http://www.wellesley.k12.ma.us/district/district-information/pages/facilities-master-plan Facilities Master Plan] :*Upham Elementary School [http://www.wellesley.k12.ma.us/sites/wellesleyps/files/file/file/upham2014draft.pdf MSBA Submission] {{color||2014-04-03}} == Activities == === 2015-04-30 === Meeting with Babson === 2015-04-22? === Ellen has decided, with encouragement/support from others (Ellen - Selectman) to move the HS canopy proposal forward using the SEC at the vehicle. "Declared their independence". Going straight to boards. Sparked by Executive Secretary's handling of the Comcast renewal. *On 4/13 the BoS was supposed to finalize the renewal license *SEC had requested that he ask Comcast to supply Energy Star/better set top boxes. *High priority for SEC and MLP (peak load management) *Executive Director simply didn't do it. Several Selectmen and Ellen PO'd. *Dave Murphy, Selectman was the one negotiating and wasn't aware of this :*Owner of Clarion Investments :*Was a head of Fixed Income at Fidelity and then President of Fidelity Advisors (1 year?) *Frank Foss, who just retired and left them holding the bag. As I suggested, canopy is a single substantial project, doesn't involve multiple roofs, has interest from SC and perhaps a more focused group of stakeholders/approvers. Ellen has reached out to six HS neighbors who were instrumental in the siting of the HS and a green leaders. They can bring the neighborhood on board if they like the project. Wants to invite BlueWave to present to SEC on 2015-05-07 am. She will invite all stakeholders. 90% sure she can get this done. Will confirm next week. *Will invite reps Selectmen, SC, Building Committee, etc. *Pat Willoughby and steve Tolley are on the SEC as well. === 2015-04-01? === Update and strategy discussion with Ellen Korpi *Gave her info about HS canopy - possible way to move forward sooner since doesn't involve building roofs? :*Good idea - will pursue *Ellen Gibbs is working this - TM and charter change will take precedence for the next few weeksw === 2015-03-13 === Conversation with Ellen Korpi. Ellen has talked with Selectman Ellen Gibbs. Gibbs will bring together the people who would have to OK doing projects on town facilities. She is very good at this. Ellen Korpi will follow up when she returns from vacation 2015-03-30. Wellesley is in the middle of a debate about changing their form of government to upgrade from an Executive Director to a Town Manager. Will likely be decided at upcoming Town Meeting. Wellesley is more decentralized than most towns. Have more independent boards than Needham '''ever''' had. === 2015-03-02 Update === Summary from note sent to Mark 2015-03-02: On Wellesley, I found out that Dick is in the middle of a complex negotiation to install boosters on cell phone towers in town. We'll have to wait a week or two to schedule something with him. In the meantime, I'm pursuing the other avenues and issues that have to be run down to move forward, including: *'''updated site analysis''' and plans taking into account our last meeting with Wellesley (talked with Andrew Wednesday; he said he will get to these soon) *'''Procurement options''' - ensuring that Wellesley is comfortable with/open to the MAPC option *Prioritized '''outreach''' to key town boards, working with Ellen & Sustainable Wellesley on community strategy *'''Babson''' - scheduling a meeting to talk about options on their campus *'''Wellesley College''' (see [[#2015-02 Wellesley College|Wellesley College]] section below) === 2015-02 Wellesley College === To-do: *Intro note to Marianne for connection to [[involved::Jay Turner]], ([http://www.wellesley.edu/environmentalstudies/facstaff/turner profile]) chair of Faculty Committee working on campus renovation project. My research on Wellesley College to date suggests that: *'''ground mount''': campus layout (land in use; the very deliberate structure and landscape) argue against ground mount from their perspective. That said, it's possible there are non-disruptive sites that no one has considered *'''rooftop''': Wellesley is embarking on a $300+ million renovation and construction plan for virtually all its facilities. The plan contemplates doing something - whether solar PV, green roof or something else - on every building they work on. *'''parking canopy''': they have not considered this at all. There is one large lot and a main garage that may be an excellent opportunity Since Wellesley is already purchasing 10% green power through the MLP and since Wellesley included sustainability requirements in their sale agreement with the Town for the North 40 parcel (any construction on the site must be LEED Gold certifiable), they have a clear '''motivation to take advantage of opportunities on their own campus'''. They have clearly been thinking about this in the context of their facility capital plan. What they may not have considered is that, with the right partner, it could be accomplished without capital expenditure. The best next step looks to be to get a conversation with [[involved::Jay Turner]] ([http://www.wellesley.edu/environmentalstudies/facstaff/turner profile), the chair of the faculty committee advising the President on the capital construction project. I'm working on that now. 2015-02-27 - Finally connected with Marianne. === 2015-02 Babson === Setting up meeting with [[involved::Steve Tolley]], sustainability & facilities at Babson === 2015-02-11 Meeting with Wellesley === Mark, Andrew and I had a very productive meeting with Wellesley on Wednesday. Thanks to all - especially Eric - for pulling together the materials for our discussion with the MLP and the Town's facilities team. We discussed each municipal site on our list, incorporating the insights from the Facilities Director and Energy Manager to narrow the list to the most promising sites to pursue: :*Wellesley High School parking lot (canopy) :*Wellesley Middle School (roof) :*Bates Elementary School (roof) :*Wellesley Free Library (roof) :*Wellesley DPW (relook at roof area) They suggested that ground mount at existing municipal/school sites is not a likely option. The Schofield and Fiske elementary schools are undergoing a $20 million rehab (locally funded; no MSBA participation) and are not currently available for consideration. Note: although they indicated the roofs were not being replaced, we should probe a bit further; at least part of the reason for not considering them is the challenge of working with the Town's PBC (Public Building Committee). We need more information on the RDF site (Recycling and Disposal Facility; site of the inactive landfill). The Wellesley group will put Michael in touch with board member of both the DPW and the MLP to navigate the political landscape. The North 40 parcel being acquired from Wellesley College is a potential site for ground mount solar. The group was very supportive of our planned outreach to Wellesley and Babson Colleges. We have an excellent potential partner in the Wellesley MLP and the Wellesley Energy Committee, along with a supportive environment in the community. The initial financial proposal was very well received. Dick Joyce was pleased, and specifically noted that we were the first people ever to talk with him about capacity payments (he also observed that they were conservative, which I think pleased him). Eric added to his already established credibility even without being present..... '''Next Steps''': *more in-depth analysis of identified sites *initial outreach to selected town stakeholders to build interest and support *outreach to Wellelsey and Babson *follow-up conversation including Eric after they have had time to review financial proposal and formulate questions '''Specific to-dos''': *Circle back with Dick next week to set up a follow-up meeting on the financials. ({{color||Michael}}) *Wellesley will send questions as they come up. (We suggest that we return on-site and connect Eric via conference call to facilitate scheduling.) *Follow up on the load carrying analysis for the Middle School ({{color||Andrew, but this has already been provided to us by Debra Healy}}). *Follow up on question on toxic materials, other operational/technical questions. ({{color||Andrew}}) *Include parking canopy site layout and basic specs, answer questions about snow removal ({{color||Andrew}}) *Provide information (and connect them to?) parking canopy installation ({{color||Mark}}) ::(Question: since we don't yet have a reference ourselves, is there someone we feel comfortable referring them to? Or should we just provide information?) *Danvers proposal - provide Dick additional information to help him replicate it and understand all the components ({{color||Mark, with Eric}}) *Circulate electronic versions of presentation and site analysis to everyone. ({{color||Andrew}}) ::(Andrew, I'll send you the presentation with the corrected slide numbers separately, since it's a large file. Do we have a sharing facility - Dropbox, other?) *Provide Wellesley link to and information about [http://www.mass.gov/eea/agencies/massdep/climate-energy/climate-and-clean-energy-site-index.html Mass Clean Energy Results program] ({{color||Andrew}}) *Work with Ellen on introducing the parking canopy concept to school stakeholders. ({{color||Michael}}) *Sound out Library on openness to solar. ({{color||Michael with Ellen}}) *Contract terms on cost of removing/replacing array in case of roof failure. ({{color||Andrew}}) *Connect with Paul Griswell on RDF site. ({{color||Ellen to introduce Michael}}) *Informal conversation with Don McCauley on the North 40 process. ({{color||Michael}}) *Follow up with Babson and Wellesley. ({{color||Michael, underway}}) Present: :*Dick Joyce, Debra Healy, Trevor Criswell (MLP) :*Alan Hebert and Joe McDonough (Wellesley Facilities) :*Kate Gibson (MLP Board Chair) :*Ellen Korpi (Sustainable Energy Committee) :*Andrew Buckley, Michael Greis, Mark Sylvia (BlueWave) === 2015-01-20 Meeting with MLP === Meeting with MLP. Buy-in from Dick Joyce and the meeting participants for BlueWave to prepare proposals. If suitable sites can be identified, and the financials and structure work, they are interested. '''<u>To-do</u>''': *Schedule meeting with Wellesley Facilities staff to select best qualified sites from the list of potential sites '''(Michael)''' :*Minimum 500 kW from 3 MW total preliminary estimate :*See details below :*Attendees: Joe McDonough, Allen Hebert, Ellen Korpi (Wellesley); Andrew Buckley, Michael Greis (BlueWave) *Prepare site layouts and estimates '''(Andrew)''' *Prepare two pro-formas for 500 kW '''(Eric)''' :*Community Solar model :*Direct PPA with MLP (Danvers model) - electricity credits and capacity payments Other follow-up items: *Michael will get sample Astrum contract from Ellen/Quentin *John to e-mail Danvers proposal and information to Dick Joyce *Michael & Ellen - Wellesley Schools/School Committee engagement *Michael - Babson & Wellesley Colleges '''<u>Notes on potential sites</u>''': *HS Canopy - favorable initial reaction to idea from town/school officials :HS Roof - new building; is there additional potential beyond 60 kW already installeld? *Middle School - good size, roof is relatively new; structurally capable of handlind solar *Elementary schools - purchase of North 40 (acres) from Wellesley College has opened up conversation on future of elementary schools. That said: :*Is Bates groundmount feasible from community perspective? :*Which elementary roofs are feasible today? *Add the landfill on Great Plain Ave. *North 40 - potential site for groundmount solar '''<u>Meeting notes</u>:''' *Low MLP rates are a challenge to any proposal :*$0.05 - $0.06 electricity supply; approximately $0.13 retail :*Forward contracts for 2018 ($0.054) and 2019 ($0.048 *Economics have to work, but Wellesely MLP has demonstrated willingness and commitment to invest in renewables, EE, long term benefit :*Subsidy for Solarize program - $120,000 ::*Provided full net metering up to 20kW (more requires board approval ::*60 - 70 installs; over 500 prospects ::*Many homes unsuitable - large potential for community solar :*Installed 60kW on new High School (supported by $150,000 DoER ARRA grant) :*Retrofitted 500 metal hydride street lights to LEDs *Community has shown willingness to support renewable power :*Renewable choice program - $0.04 additional per kWh :*Available at multiple levels (% of monthly usage) :*1,000 residents participate :*Wellesley is #4 in US in purchase of renewable energy *Town Context :*Recently completed 10 year capital plan - $85 million :*Timing is good to consider where solar could have an impact :*40 acres just acquired from Wellesley College ("North 40") opens up new options ::*May impact future of elementary school buildings ::*May offer location for groundmounted solar *Other considerations for '''community solar''' model :*Must show cost savings to succeed - has to be sold like Solarize (cost savings), not renewable choice (pay more) :*Supports Sustainable Wellesley goal of getting people to take action :*MLP Board would have to approve virtual net metering *Other considerations for '''Danvers''' model :*Can be incorporated into renewable choice plan '''<u>Meeting Participants</u>''': *'''Richard Joyce''' - Executive Director, Wellesley MLP *'''Debra Healy''' - Assistant Director, Wellesley MLP *'''Ellen Korpi''' - Chair, Wellesley Sustainable Energy Committee *'''Kate Gibson''' - Chair, Wellesley MLP Board and member, Sustainable Energy Committee *'''Trevor Criswell''' - Energy Services and Planning Manager, Wellesley MLP *'''Quentin Prideaux''' - Member, Wellesley Sustainable Energy Committee and Sustainable Wellesley *'''BlueWave''' - John DeVillas, Aidan Foley, Mark Sylvia, Michael Greis === 2014-12-22 === *Town of Wellesley to acquire ''North 40'' from Wellesley College (Boston Globe West 2014-12-21) :*Possible location for self-generation === 2014-12-10 == *Breakfast with John McCauley (Wellesley Selectman) *Call with Ellen Korpi === 2014-11-02 Me BWC meeting with Ellen Korpi, Quentin, ( ) from MLP == Background == ---- n7k0nstef2wdquksis6gcq11agy5z1x 1011 1010 2024-05-24T04:54:41Z Michael 1 1 revision imported 1010 wikitext text/x-wiki {{ProjectSubPage|prospect|Consulting/BlueWave Capital Business Development}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2015-04-28]]}} :Next step: '''[[next step::Meeting with SEC]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::398941941|398941941]] Task List]''' __NOTOC__ == People == *[[involved::Ellen Korpi]], Chair, Wellesley Sustainable Energy Committee *[[involved::Quentin Prideaux]], Wellesley Sustainable Energy Committee, Sustainable Wellesley *[[involved::Kate Gibson]], Chair, Wellesley MLP Board and member, Sustainable Energy Committee *[[involved::Ellen Gibbs]] - Selectman and friend of Ellen :*Consensus builder :*Working hard for change to Town Manager :*Asked to bring together people needed to make a decision on solar *[[involved::Patty Quigley]] - School Committee Chair; now SC rep on SEC. :*Patty is Executive Director of Razia's Ray of Hope Foundation :*She worked with Susan Retik on the Beyond the 11th Foundation after both she and Susan were widowed on 9/11. :*With Susan's blessing, in 2007 Patty shifted her focus to working with Razia Jan of Duxbury on her project, which became Razia's Ray of Hope. <u>'''MLP'''</u> *[[involved::Richard Joyce]], Executive Director, Wellesley Municipal Light Plant :*(781-235-7600 x3380, djoyce@wellesleyma.gov) *[[involved::Debra Healy]]] - Assistant Director, Wellesley MLP *'''Trevor Criswell''' - Energy Services and Planning Manager, Wellesley MLP <u>'''Colleges'''</u> *[[involved::Pat Willoughby]] - Sustainability Dir at Wellesley College :*More of a coordinator and cheerleader; no operational responsbility; limited effectiveness, clout *[[involved::Steve Tolley]] - Facilities and sustianbility director at Babson College <u>'''Others'''</u>: *[[involved::Joe McDonough]] - Facilities Director, Town of Wellesley :*781-446-6210 x5618, jmcdonough@wellesleyma.gov *[[involved::Allen Hebert]], CEM - Energy Manager, Town of Wellesley :*781-446-6210 x5633, ahebert@wellesleyma.gov *Suzy Littlefield (44 Boulderbrook?) - Former SC, friend of Ellen & Marianne *Sharon Gray (12 Arnold Rd.) - Elected to School Committee 2015-03 *Tony Bent (23 Princeton? Rd.) - Dan's Superintendent & Mentor in Shrewswbury *Hans () - Executive Director (per Ellen) :*At heart, a "green" :*Not a people person, esp. with women == Opportunities == === Municipal === Focusing on HS parking canopy Best opportunities as of 2015-03-13: *HS Parking canopy *DPW Storage Shed (20 Municipal Road) *Upham School roof *Municipal buildings :*Best current opportunity - meeting with MLP to confirm interest, then figure out how to go forward with Selectmen/municipality *Self generation :*Could be attractive with peaking payments, but Wellesley has contracts in place for the next several years === Wellesley College === Parking canopies in facilities areas most viable prospect {{color||2015-08-04}} - Talked with Pat *Things moving slowly....like walking through three feet of water *Meeting with MLP next week to find out what they want === Babson College === A couple of viable sites {{color||2015-08-04}} - LPM for Steve *Latest on his interaction with new boss/Financial VP == Resources == *Wellesley [http://www.wellesleyma.gov/pages/wellesleyma_wmlp Municipal Light Plant] *'''North 40''' information :*[http://wellesley.wickedlocal.com/article/20140523/News/140527855/?Start=1 Site of landfill] :*Selectmen's presentation on purchase (downloaded) - includes requirements and restrictions :*$35 million purchase *School Committee [http://www.wellesley.k12.ma.us/district/district-information/pages/facilities-master-plan Facilities Master Plan] :*Upham Elementary School [http://www.wellesley.k12.ma.us/sites/wellesleyps/files/file/file/upham2014draft.pdf MSBA Submission] {{color||2014-04-03}} == Activities == === 2015-04-30 === Meeting with Babson === 2015-04-22? === Ellen has decided, with encouragement/support from others (Ellen - Selectman) to move the HS canopy proposal forward using the SEC at the vehicle. "Declared their independence". Going straight to boards. Sparked by Executive Secretary's handling of the Comcast renewal. *On 4/13 the BoS was supposed to finalize the renewal license *SEC had requested that he ask Comcast to supply Energy Star/better set top boxes. *High priority for SEC and MLP (peak load management) *Executive Director simply didn't do it. Several Selectmen and Ellen PO'd. *Dave Murphy, Selectman was the one negotiating and wasn't aware of this :*Owner of Clarion Investments :*Was a head of Fixed Income at Fidelity and then President of Fidelity Advisors (1 year?) *Frank Foss, who just retired and left them holding the bag. As I suggested, canopy is a single substantial project, doesn't involve multiple roofs, has interest from SC and perhaps a more focused group of stakeholders/approvers. Ellen has reached out to six HS neighbors who were instrumental in the siting of the HS and a green leaders. They can bring the neighborhood on board if they like the project. Wants to invite BlueWave to present to SEC on 2015-05-07 am. She will invite all stakeholders. 90% sure she can get this done. Will confirm next week. *Will invite reps Selectmen, SC, Building Committee, etc. *Pat Willoughby and steve Tolley are on the SEC as well. === 2015-04-01? === Update and strategy discussion with Ellen Korpi *Gave her info about HS canopy - possible way to move forward sooner since doesn't involve building roofs? :*Good idea - will pursue *Ellen Gibbs is working this - TM and charter change will take precedence for the next few weeksw === 2015-03-13 === Conversation with Ellen Korpi. Ellen has talked with Selectman Ellen Gibbs. Gibbs will bring together the people who would have to OK doing projects on town facilities. She is very good at this. Ellen Korpi will follow up when she returns from vacation 2015-03-30. Wellesley is in the middle of a debate about changing their form of government to upgrade from an Executive Director to a Town Manager. Will likely be decided at upcoming Town Meeting. Wellesley is more decentralized than most towns. Have more independent boards than Needham '''ever''' had. === 2015-03-02 Update === Summary from note sent to Mark 2015-03-02: On Wellesley, I found out that Dick is in the middle of a complex negotiation to install boosters on cell phone towers in town. We'll have to wait a week or two to schedule something with him. In the meantime, I'm pursuing the other avenues and issues that have to be run down to move forward, including: *'''updated site analysis''' and plans taking into account our last meeting with Wellesley (talked with Andrew Wednesday; he said he will get to these soon) *'''Procurement options''' - ensuring that Wellesley is comfortable with/open to the MAPC option *Prioritized '''outreach''' to key town boards, working with Ellen & Sustainable Wellesley on community strategy *'''Babson''' - scheduling a meeting to talk about options on their campus *'''Wellesley College''' (see [[#2015-02 Wellesley College|Wellesley College]] section below) === 2015-02 Wellesley College === To-do: *Intro note to Marianne for connection to [[involved::Jay Turner]], ([http://www.wellesley.edu/environmentalstudies/facstaff/turner profile]) chair of Faculty Committee working on campus renovation project. My research on Wellesley College to date suggests that: *'''ground mount''': campus layout (land in use; the very deliberate structure and landscape) argue against ground mount from their perspective. That said, it's possible there are non-disruptive sites that no one has considered *'''rooftop''': Wellesley is embarking on a $300+ million renovation and construction plan for virtually all its facilities. The plan contemplates doing something - whether solar PV, green roof or something else - on every building they work on. *'''parking canopy''': they have not considered this at all. There is one large lot and a main garage that may be an excellent opportunity Since Wellesley is already purchasing 10% green power through the MLP and since Wellesley included sustainability requirements in their sale agreement with the Town for the North 40 parcel (any construction on the site must be LEED Gold certifiable), they have a clear '''motivation to take advantage of opportunities on their own campus'''. They have clearly been thinking about this in the context of their facility capital plan. What they may not have considered is that, with the right partner, it could be accomplished without capital expenditure. The best next step looks to be to get a conversation with [[involved::Jay Turner]] ([http://www.wellesley.edu/environmentalstudies/facstaff/turner profile), the chair of the faculty committee advising the President on the capital construction project. I'm working on that now. 2015-02-27 - Finally connected with Marianne. === 2015-02 Babson === Setting up meeting with [[involved::Steve Tolley]], sustainability & facilities at Babson === 2015-02-11 Meeting with Wellesley === Mark, Andrew and I had a very productive meeting with Wellesley on Wednesday. Thanks to all - especially Eric - for pulling together the materials for our discussion with the MLP and the Town's facilities team. We discussed each municipal site on our list, incorporating the insights from the Facilities Director and Energy Manager to narrow the list to the most promising sites to pursue: :*Wellesley High School parking lot (canopy) :*Wellesley Middle School (roof) :*Bates Elementary School (roof) :*Wellesley Free Library (roof) :*Wellesley DPW (relook at roof area) They suggested that ground mount at existing municipal/school sites is not a likely option. The Schofield and Fiske elementary schools are undergoing a $20 million rehab (locally funded; no MSBA participation) and are not currently available for consideration. Note: although they indicated the roofs were not being replaced, we should probe a bit further; at least part of the reason for not considering them is the challenge of working with the Town's PBC (Public Building Committee). We need more information on the RDF site (Recycling and Disposal Facility; site of the inactive landfill). The Wellesley group will put Michael in touch with board member of both the DPW and the MLP to navigate the political landscape. The North 40 parcel being acquired from Wellesley College is a potential site for ground mount solar. The group was very supportive of our planned outreach to Wellesley and Babson Colleges. We have an excellent potential partner in the Wellesley MLP and the Wellesley Energy Committee, along with a supportive environment in the community. The initial financial proposal was very well received. Dick Joyce was pleased, and specifically noted that we were the first people ever to talk with him about capacity payments (he also observed that they were conservative, which I think pleased him). Eric added to his already established credibility even without being present..... '''Next Steps''': *more in-depth analysis of identified sites *initial outreach to selected town stakeholders to build interest and support *outreach to Wellelsey and Babson *follow-up conversation including Eric after they have had time to review financial proposal and formulate questions '''Specific to-dos''': *Circle back with Dick next week to set up a follow-up meeting on the financials. ({{color||Michael}}) *Wellesley will send questions as they come up. (We suggest that we return on-site and connect Eric via conference call to facilitate scheduling.) *Follow up on the load carrying analysis for the Middle School ({{color||Andrew, but this has already been provided to us by Debra Healy}}). *Follow up on question on toxic materials, other operational/technical questions. ({{color||Andrew}}) *Include parking canopy site layout and basic specs, answer questions about snow removal ({{color||Andrew}}) *Provide information (and connect them to?) parking canopy installation ({{color||Mark}}) ::(Question: since we don't yet have a reference ourselves, is there someone we feel comfortable referring them to? Or should we just provide information?) *Danvers proposal - provide Dick additional information to help him replicate it and understand all the components ({{color||Mark, with Eric}}) *Circulate electronic versions of presentation and site analysis to everyone. ({{color||Andrew}}) ::(Andrew, I'll send you the presentation with the corrected slide numbers separately, since it's a large file. Do we have a sharing facility - Dropbox, other?) *Provide Wellesley link to and information about [http://www.mass.gov/eea/agencies/massdep/climate-energy/climate-and-clean-energy-site-index.html Mass Clean Energy Results program] ({{color||Andrew}}) *Work with Ellen on introducing the parking canopy concept to school stakeholders. ({{color||Michael}}) *Sound out Library on openness to solar. ({{color||Michael with Ellen}}) *Contract terms on cost of removing/replacing array in case of roof failure. ({{color||Andrew}}) *Connect with Paul Griswell on RDF site. ({{color||Ellen to introduce Michael}}) *Informal conversation with Don McCauley on the North 40 process. ({{color||Michael}}) *Follow up with Babson and Wellesley. ({{color||Michael, underway}}) Present: :*Dick Joyce, Debra Healy, Trevor Criswell (MLP) :*Alan Hebert and Joe McDonough (Wellesley Facilities) :*Kate Gibson (MLP Board Chair) :*Ellen Korpi (Sustainable Energy Committee) :*Andrew Buckley, Michael Greis, Mark Sylvia (BlueWave) === 2015-01-20 Meeting with MLP === Meeting with MLP. Buy-in from Dick Joyce and the meeting participants for BlueWave to prepare proposals. If suitable sites can be identified, and the financials and structure work, they are interested. '''<u>To-do</u>''': *Schedule meeting with Wellesley Facilities staff to select best qualified sites from the list of potential sites '''(Michael)''' :*Minimum 500 kW from 3 MW total preliminary estimate :*See details below :*Attendees: Joe McDonough, Allen Hebert, Ellen Korpi (Wellesley); Andrew Buckley, Michael Greis (BlueWave) *Prepare site layouts and estimates '''(Andrew)''' *Prepare two pro-formas for 500 kW '''(Eric)''' :*Community Solar model :*Direct PPA with MLP (Danvers model) - electricity credits and capacity payments Other follow-up items: *Michael will get sample Astrum contract from Ellen/Quentin *John to e-mail Danvers proposal and information to Dick Joyce *Michael & Ellen - Wellesley Schools/School Committee engagement *Michael - Babson & Wellesley Colleges '''<u>Notes on potential sites</u>''': *HS Canopy - favorable initial reaction to idea from town/school officials :HS Roof - new building; is there additional potential beyond 60 kW already installeld? *Middle School - good size, roof is relatively new; structurally capable of handlind solar *Elementary schools - purchase of North 40 (acres) from Wellesley College has opened up conversation on future of elementary schools. That said: :*Is Bates groundmount feasible from community perspective? :*Which elementary roofs are feasible today? *Add the landfill on Great Plain Ave. *North 40 - potential site for groundmount solar '''<u>Meeting notes</u>:''' *Low MLP rates are a challenge to any proposal :*$0.05 - $0.06 electricity supply; approximately $0.13 retail :*Forward contracts for 2018 ($0.054) and 2019 ($0.048 *Economics have to work, but Wellesely MLP has demonstrated willingness and commitment to invest in renewables, EE, long term benefit :*Subsidy for Solarize program - $120,000 ::*Provided full net metering up to 20kW (more requires board approval ::*60 - 70 installs; over 500 prospects ::*Many homes unsuitable - large potential for community solar :*Installed 60kW on new High School (supported by $150,000 DoER ARRA grant) :*Retrofitted 500 metal hydride street lights to LEDs *Community has shown willingness to support renewable power :*Renewable choice program - $0.04 additional per kWh :*Available at multiple levels (% of monthly usage) :*1,000 residents participate :*Wellesley is #4 in US in purchase of renewable energy *Town Context :*Recently completed 10 year capital plan - $85 million :*Timing is good to consider where solar could have an impact :*40 acres just acquired from Wellesley College ("North 40") opens up new options ::*May impact future of elementary school buildings ::*May offer location for groundmounted solar *Other considerations for '''community solar''' model :*Must show cost savings to succeed - has to be sold like Solarize (cost savings), not renewable choice (pay more) :*Supports Sustainable Wellesley goal of getting people to take action :*MLP Board would have to approve virtual net metering *Other considerations for '''Danvers''' model :*Can be incorporated into renewable choice plan '''<u>Meeting Participants</u>''': *'''Richard Joyce''' - Executive Director, Wellesley MLP *'''Debra Healy''' - Assistant Director, Wellesley MLP *'''Ellen Korpi''' - Chair, Wellesley Sustainable Energy Committee *'''Kate Gibson''' - Chair, Wellesley MLP Board and member, Sustainable Energy Committee *'''Trevor Criswell''' - Energy Services and Planning Manager, Wellesley MLP *'''Quentin Prideaux''' - Member, Wellesley Sustainable Energy Committee and Sustainable Wellesley *'''BlueWave''' - John DeVillas, Aidan Foley, Mark Sylvia, Michael Greis === 2014-12-22 === *Town of Wellesley to acquire ''North 40'' from Wellesley College (Boston Globe West 2014-12-21) :*Possible location for self-generation === 2014-12-10 == *Breakfast with John McCauley (Wellesley Selectman) *Call with Ellen Korpi === 2014-11-02 Me BWC meeting with Ellen Korpi, Quentin, ( ) from MLP == Background == ---- n7k0nstef2wdquksis6gcq11agy5z1x 0 522 1012 2017-01-25T22:53:38Z Greis>Michael 0 1012 wikitext text/x-wiki [[topical resource for::BWP| ]]{{color||This is archive material}} === Monthly Items === *[[#Invoices|Sales & Invoices]] :*Generate Invoices for customer sales :*Generate Semperon Monthly Commission Invoice :*Generate ProSpeed Monthly Commission Invoices *Receive Payments - ''Tasks -> Receipts'' :*Record deposits against customer invoices *[[#Purchases|Purchases]] :*Generate Purchase Orders for purchases from suppliers :*Receive goods and generate bills :*Record Credit Card Purchases *[[#Bills|Pay Bills]] *Reconcile bank statements - ''Tasks -> Reconcile accounts'' :*Bank of America Checking :*Bank of America Savings :*Bank of America Credit Card *Calculate sales taxes collected and pay Commonwealth (quarterly) :*Tasks -> Reports -> A/R Reports -> Taxable & Exempt Sales :*[https://wfb.dor.state.ma.us/WEBFILE/BUSINESS/Public/WebForms/Login/Login.aspx?pim=lo Mass Webfile for Business] *Develop Cash Position Report :*Generate Aged Receivables and Aged Payables Report :*Update '''BWP Cash Position''' Spreadsheet *Generate Financial Statements (Quarterly) <br> === Invoices === *Customer :*If new customer, need to [[#Customers|create customer]] :*Create a '''job''' for each customer install - track profitability of jobs where we invoice start-up charges for Semperon ::*yymmAAAnnnn :::*yy - year; mm - month; AAA - 3 letters from customer name; nnnn - index :*Create a new invoice ::*Hardware and Parts from inventory ::*Startup costs - apply job number, includes our OTC's and Semperon's *Semperon "virtual" invoice for commissions :*Have created "memorized" transaction for invoice :::''Customers & Sales --> Sales Invoices --> New Sales Invoice'' :::''Select arrow next to '''List''' --> Select --> Semperon Monthly Commissions :*Create a new invoice on the 15th of each month ::*Semperon is sending copies of the customer invoices. Use these to create BWP virtual invoice for Semperon. ::*Keeps track of changes in customer service levels. *Print all invoices for A/R file === Purchases === *Create purchase order for every purchase from supplier that bills us :*If new supplier, need to [[#Suppliers|create supplier]] :*Fill out :*Fill order when shipment receive (generates bill) *Use ''Tasks -> Purchases/Receive Inventory'' to make credit card purchase :*Must create supplier :*Enter quantity & item number for inventory items ::*NB - check that this updates inventory :*Fill out amount paid at purchase field and use Credit Card GL account (21100) === Credit Cards === *Using ''Tasks -> Puchases/Receive Inventory'' for credit card purchases adds the charges directly to the Credit Card account *Creating a PO requires an additional step using ''Tasks -> Payments'' to record a payment to the vendor using the Credit Card account as the course *To pay the credit card, use ''Tasks -> Payments'' to record a payment to the credit card account (21100), with the Checking Account the usual source *Record monthly services charges on the [[#Bank and Credit Card Statements|Account Reconciliation]] screen when reconciling the account *Record finance charges as negative interest on the [[#Bank and Credit Card Statements|Account Reconciliation]] screen when reconciling the account (check whether this works;otherwise do as a General Journal entry) *Record other service charges or credits as General Journal entries === Bills === *Semperon to BWP - Monthly Service **Invoice from Semperon comes by e-mail *Semperon to BWP - Customer set-up charges **Invoice from Semperon comes by e-mail *Other Vendors to BWP **Purchase orders created for all purchases **Use ''Pay Bills'' function to record checks or electronic payments *When paying using BA bill payment, record the transaction confirmation number in the '''memo''' field of the '''Pay Bills''' function. *The transaction later appears in the BA statements with a pseudo-check number in the 50xx range. === Suppliers === ''Vendors & Purchases --> Vendors --> List & Edit Vendors'' Naming convention for vendors (corresponds, though not perfectly, to GL account numbers)>: *213xx - Hardware, software & services suppliers (COGS) *232xx - Government (State - sales tax, etc.) *63xxx - Facility & Infrastructure *65xxx - Office & General === Customers === ''Customers & Sales --> Customers --> List & Edit Customers'' Naming convention for customer IDs: *SingleWord-yynn :*SingleWord - Customer name (or part) :*yy - year they became customers :*nn - index in case same singleword used for more than one customers === Depositing receipts not tied to invoices === ''Tasks -> Receipts'' *Leave Customer ID blank *Enter payee's name below Customer ID *Receipt number yyyymmddnnn === Bank and Credit Card Statements === *Use ''Banking -> Reconcile Accounts'' to reconcile statements for: :*Bank of America Checking :*Bank of America Savings :*Bank of America Credit Card *Can only reconcile statements within correct accounting month - change if necessary === Writing Checks === *To write checks to vendors not on file, use ''Bills -> Pay Bills'' *Skip to the line containing "Name" below "Pay to the Order of" *Enter the payee's name (and address if needed) *Skip to the "Apply to Expenses" line to enter the detail and GL account for the payment ---- [[Category:BWP]] j6y6st8x2h7jri3vjibqicqn5shc8qj 1013 1012 2024-05-24T04:54:41Z Michael 1 1 revision imported 1012 wikitext text/x-wiki [[topical resource for::BWP| ]]{{color||This is archive material}} === Monthly Items === *[[#Invoices|Sales & Invoices]] :*Generate Invoices for customer sales :*Generate Semperon Monthly Commission Invoice :*Generate ProSpeed Monthly Commission Invoices *Receive Payments - ''Tasks -> Receipts'' :*Record deposits against customer invoices *[[#Purchases|Purchases]] :*Generate Purchase Orders for purchases from suppliers :*Receive goods and generate bills :*Record Credit Card Purchases *[[#Bills|Pay Bills]] *Reconcile bank statements - ''Tasks -> Reconcile accounts'' :*Bank of America Checking :*Bank of America Savings :*Bank of America Credit Card *Calculate sales taxes collected and pay Commonwealth (quarterly) :*Tasks -> Reports -> A/R Reports -> Taxable & Exempt Sales :*[https://wfb.dor.state.ma.us/WEBFILE/BUSINESS/Public/WebForms/Login/Login.aspx?pim=lo Mass Webfile for Business] *Develop Cash Position Report :*Generate Aged Receivables and Aged Payables Report :*Update '''BWP Cash Position''' Spreadsheet *Generate Financial Statements (Quarterly) <br> === Invoices === *Customer :*If new customer, need to [[#Customers|create customer]] :*Create a '''job''' for each customer install - track profitability of jobs where we invoice start-up charges for Semperon ::*yymmAAAnnnn :::*yy - year; mm - month; AAA - 3 letters from customer name; nnnn - index :*Create a new invoice ::*Hardware and Parts from inventory ::*Startup costs - apply job number, includes our OTC's and Semperon's *Semperon "virtual" invoice for commissions :*Have created "memorized" transaction for invoice :::''Customers & Sales --> Sales Invoices --> New Sales Invoice'' :::''Select arrow next to '''List''' --> Select --> Semperon Monthly Commissions :*Create a new invoice on the 15th of each month ::*Semperon is sending copies of the customer invoices. Use these to create BWP virtual invoice for Semperon. ::*Keeps track of changes in customer service levels. *Print all invoices for A/R file === Purchases === *Create purchase order for every purchase from supplier that bills us :*If new supplier, need to [[#Suppliers|create supplier]] :*Fill out :*Fill order when shipment receive (generates bill) *Use ''Tasks -> Purchases/Receive Inventory'' to make credit card purchase :*Must create supplier :*Enter quantity & item number for inventory items ::*NB - check that this updates inventory :*Fill out amount paid at purchase field and use Credit Card GL account (21100) === Credit Cards === *Using ''Tasks -> Puchases/Receive Inventory'' for credit card purchases adds the charges directly to the Credit Card account *Creating a PO requires an additional step using ''Tasks -> Payments'' to record a payment to the vendor using the Credit Card account as the course *To pay the credit card, use ''Tasks -> Payments'' to record a payment to the credit card account (21100), with the Checking Account the usual source *Record monthly services charges on the [[#Bank and Credit Card Statements|Account Reconciliation]] screen when reconciling the account *Record finance charges as negative interest on the [[#Bank and Credit Card Statements|Account Reconciliation]] screen when reconciling the account (check whether this works;otherwise do as a General Journal entry) *Record other service charges or credits as General Journal entries === Bills === *Semperon to BWP - Monthly Service **Invoice from Semperon comes by e-mail *Semperon to BWP - Customer set-up charges **Invoice from Semperon comes by e-mail *Other Vendors to BWP **Purchase orders created for all purchases **Use ''Pay Bills'' function to record checks or electronic payments *When paying using BA bill payment, record the transaction confirmation number in the '''memo''' field of the '''Pay Bills''' function. *The transaction later appears in the BA statements with a pseudo-check number in the 50xx range. === Suppliers === ''Vendors & Purchases --> Vendors --> List & Edit Vendors'' Naming convention for vendors (corresponds, though not perfectly, to GL account numbers)>: *213xx - Hardware, software & services suppliers (COGS) *232xx - Government (State - sales tax, etc.) *63xxx - Facility & Infrastructure *65xxx - Office & General === Customers === ''Customers & Sales --> Customers --> List & Edit Customers'' Naming convention for customer IDs: *SingleWord-yynn :*SingleWord - Customer name (or part) :*yy - year they became customers :*nn - index in case same singleword used for more than one customers === Depositing receipts not tied to invoices === ''Tasks -> Receipts'' *Leave Customer ID blank *Enter payee's name below Customer ID *Receipt number yyyymmddnnn === Bank and Credit Card Statements === *Use ''Banking -> Reconcile Accounts'' to reconcile statements for: :*Bank of America Checking :*Bank of America Savings :*Bank of America Credit Card *Can only reconcile statements within correct accounting month - change if necessary === Writing Checks === *To write checks to vendors not on file, use ''Bills -> Pay Bills'' *Skip to the line containing "Name" below "Pay to the Order of" *Enter the payee's name (and address if needed) *Skip to the "Apply to Expenses" line to enter the detail and GL account for the payment ---- [[Category:BWP]] j6y6st8x2h7jri3vjibqicqn5shc8qj 0 523 1014 2017-01-25T22:52:10Z Greis>Michael 0 1014 wikitext text/x-wiki [[topical resource for::BWP| ]] There are three templates in the <tt>c:\documents\bluewire\templates</tt> directory: *'''BWP Proposal Worksheet 2010 - template.xls''' - Worksheet for selecting customer options *'''BWP 2010 Proposal Summary template.doc''' - Proposal document *'''BWP 2010 Semperon Service Agreement template.doc''' - Semperon Service Agreement to be signed by the customer Details for each are below === Proposal Worksheet === *In the '''Detail''' tab, fill in the numbers for the items the customer wants *In the '''Bottom Line''' tab, fill in the customer's name and address in column B :*For seats, the number of total seats should equal the phone numbers to be ported or obtained :*'''Ctrl-s''' will copy the relevant lines from the '''Detail''' tab to the '''Summary''' tab :*Cells are defined and linked to the Proposal Summary template :*One-time setup charges reflect the new flat $75 per line or seat charge Semperon is using (per Mike O'Donnell April, 2010) ::One-time charges are defined in column H for the seats. Column J includes an additional amount that can be adjusted (or eliminated) to add additional bottom line dollars for BWP. *Save the template in the customer's directory with an appropriate name === Proposal Document === *Customize the '''Assumptions''' section with appropriate information *Customize the '''Overview''' section with appropriate information *Use '''Edit...Links....Change Source''' for each link to point to the customized proposal worksheet :*You need only select the file - the cells/ranges will be correct :*Then '''Update Now''' to get the correct values into the proposal *This will bring the correct information into the '''Quote Summary'''and '''Item Detail''' section of the proposal *Save the proposal document in the customer's directory with an appropriate name === Semperon Service Agreement === *As for the proposal document, use '''Edit...Links....Change Source''' for each link to point to the customized proposal worksheet *The customer's name and address will be pulled from the proposal worksheet *In the '''Hosted IP/PBX''' section, the quantities, one-time set-up fees and monthly recurring charges will be pulled from the customer's proposal worksheet :*The template includes detail lines for Full Value seats, Virtual Voicemail seats and the Virtual Auto Attendant. If the customer is getting other services not listed: ::*add an appropriate description line ::*'''edit...copy''' the appropriate quantity field in the spreadsheet ::*'''edit...paste special...link...Formatted (RTF) text''' the linke to the quantity field into the service agreement ::*Consider repeating the process using the template files to update them *In the '''Number Porting/Assignments''' section, the appropriate quantities will be pulled from the proposal worksheet *Save the service agreement document in the customer's directory with an appropriate name ---- r3u9t9kg8arefo4k4162i39sju1x1lo 1015 1014 2024-05-24T04:54:41Z Michael 1 1 revision imported 1014 wikitext text/x-wiki [[topical resource for::BWP| ]] There are three templates in the <tt>c:\documents\bluewire\templates</tt> directory: *'''BWP Proposal Worksheet 2010 - template.xls''' - Worksheet for selecting customer options *'''BWP 2010 Proposal Summary template.doc''' - Proposal document *'''BWP 2010 Semperon Service Agreement template.doc''' - Semperon Service Agreement to be signed by the customer Details for each are below === Proposal Worksheet === *In the '''Detail''' tab, fill in the numbers for the items the customer wants *In the '''Bottom Line''' tab, fill in the customer's name and address in column B :*For seats, the number of total seats should equal the phone numbers to be ported or obtained :*'''Ctrl-s''' will copy the relevant lines from the '''Detail''' tab to the '''Summary''' tab :*Cells are defined and linked to the Proposal Summary template :*One-time setup charges reflect the new flat $75 per line or seat charge Semperon is using (per Mike O'Donnell April, 2010) ::One-time charges are defined in column H for the seats. Column J includes an additional amount that can be adjusted (or eliminated) to add additional bottom line dollars for BWP. *Save the template in the customer's directory with an appropriate name === Proposal Document === *Customize the '''Assumptions''' section with appropriate information *Customize the '''Overview''' section with appropriate information *Use '''Edit...Links....Change Source''' for each link to point to the customized proposal worksheet :*You need only select the file - the cells/ranges will be correct :*Then '''Update Now''' to get the correct values into the proposal *This will bring the correct information into the '''Quote Summary'''and '''Item Detail''' section of the proposal *Save the proposal document in the customer's directory with an appropriate name === Semperon Service Agreement === *As for the proposal document, use '''Edit...Links....Change Source''' for each link to point to the customized proposal worksheet *The customer's name and address will be pulled from the proposal worksheet *In the '''Hosted IP/PBX''' section, the quantities, one-time set-up fees and monthly recurring charges will be pulled from the customer's proposal worksheet :*The template includes detail lines for Full Value seats, Virtual Voicemail seats and the Virtual Auto Attendant. If the customer is getting other services not listed: ::*add an appropriate description line ::*'''edit...copy''' the appropriate quantity field in the spreadsheet ::*'''edit...paste special...link...Formatted (RTF) text''' the linke to the quantity field into the service agreement ::*Consider repeating the process using the template files to update them *In the '''Number Porting/Assignments''' section, the appropriate quantities will be pulled from the proposal worksheet *Save the service agreement document in the customer's directory with an appropriate name ---- r3u9t9kg8arefo4k4162i39sju1x1lo 0 524 1016 2017-01-25T22:55:03Z Greis>Michael 0 1016 wikitext text/x-wiki [[topical resource for::BWP| ]]{{color||This is archive material}} === Edgewater Networks === *[http://www.edgewaternetworks.com Web site] *[http://www.edgewaternetworks.com/edgemarc_overview_page.htm EdgeMarc Product Overview] *[http://portal.knowledgebase.net/display/2n/index.asp?c=4601&cpc=5GRJ7U2h1JFMjxc4w263d7PPk3g4QY1m&cid=4739&cat=&catURL=&r=0.8212091 Knowledgebase] ==== Configuration Information for 4500 Series ==== *T1 Configuration with ProSpeed **F24/ESF **ANSI Protocol **External Clock **LBO - 0 ? **DTE **DLCI 120 ---- 8cf7q336x9zqxqpsk6hsrq5f1b8t1xx 1017 1016 2024-05-24T04:54:41Z Michael 1 1 revision imported 1016 wikitext text/x-wiki [[topical resource for::BWP| ]]{{color||This is archive material}} === Edgewater Networks === *[http://www.edgewaternetworks.com Web site] *[http://www.edgewaternetworks.com/edgemarc_overview_page.htm EdgeMarc Product Overview] *[http://portal.knowledgebase.net/display/2n/index.asp?c=4601&cpc=5GRJ7U2h1JFMjxc4w263d7PPk3g4QY1m&cid=4739&cat=&catURL=&r=0.8212091 Knowledgebase] ==== Configuration Information for 4500 Series ==== *T1 Configuration with ProSpeed **F24/ESF **ANSI Protocol **External Clock **LBO - 0 ? **DTE **DLCI 120 ---- 8cf7q336x9zqxqpsk6hsrq5f1b8t1xx 0 525 1018 2017-09-29T18:15:05Z Greis>Michael 0 1018 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2017-09-01]]}} :Next step: '''[[next step::Get September date from Doug Shaw]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == Activities == === Follow-up with Doug Shaw 2017-07-05 === Doug, this is Michael Greis from Riverbend Advisors and BlueWave Renewables. Eric Graber-Lopez and I met with you and Gerry LaVoie early this year to talk about investing in solar PV loans. You had some interest, but you also had a lot on your plate. Since then, the portfolio has grown substantially - from $14 million to over $20, so I wanted to circle back to see if we could pick up the conversation. Yes, he is interested in picking up the conversation again *Tied up in July - FDIC examinations, vacation last week *Send him dates for August meeting *Will send lending area so we can put together sample portfolio Interests/Concerns: *Security *Issues for homeowners selling houses *Avidia :*Talked with them - doesn't seem like they want to share :*MJG - Looking at different opportunities - either purchasing loans or investing in line of credit === Conversation with Gerry Lavoie 2017-02-01 === Summary: *Gerry will facilitate a meeting for Eric and me at the bank *DSB has invested in two solar projects, so board & leadership have been through learning process and due diligence *They are open and interested in what we can offer Dedham team members: *'''Doug Shaw''' - Senior Lending Officer - approves everything they do *'''Bill Linquist''' - Led effort for the two solar projects with his real estate clients :*Bill is the resident expert on solar projects :*Bill has "semi-retired" to Florida *'''Norm Hayes''' - Has picked up Bill's clients and the solar projects *'''Rob Leary''' - Oversees C&I Lending (~) Other key items: *Gerry lives in Rehobeth :*15-20 people on his street - 5 or 6 have solar :*Has rental property in RI (were talking about electricity prices :*Several larger projects in Rehoboth (NB: May be BlueWave?) :*Mentioned NRG - w/r/t residential or their projects? Detailed notes: *Brief update on Green Needham activities since we last talked *We got into a long discussion about solar prompted by Gerry which led very nicely into my ask *Took Gerry through solar purchase/PPA and electricity pricing (supply/delivery) '''Solar Projects''' *Whitsunville and Barre *Very successful, Bank is very happy with them *Did a lot of due diligence == People == == Opportunities == == Resources == Dedham Institution for Savings: *FDIC Charter 23620 ---- 50coquurm3bb94ypi8hc23a3u8xyuf4 1019 1018 2024-05-24T04:54:42Z Michael 1 1 revision imported 1018 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2017-09-01]]}} :Next step: '''[[next step::Get September date from Doug Shaw]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == Activities == === Follow-up with Doug Shaw 2017-07-05 === Doug, this is Michael Greis from Riverbend Advisors and BlueWave Renewables. Eric Graber-Lopez and I met with you and Gerry LaVoie early this year to talk about investing in solar PV loans. You had some interest, but you also had a lot on your plate. Since then, the portfolio has grown substantially - from $14 million to over $20, so I wanted to circle back to see if we could pick up the conversation. Yes, he is interested in picking up the conversation again *Tied up in July - FDIC examinations, vacation last week *Send him dates for August meeting *Will send lending area so we can put together sample portfolio Interests/Concerns: *Security *Issues for homeowners selling houses *Avidia :*Talked with them - doesn't seem like they want to share :*MJG - Looking at different opportunities - either purchasing loans or investing in line of credit === Conversation with Gerry Lavoie 2017-02-01 === Summary: *Gerry will facilitate a meeting for Eric and me at the bank *DSB has invested in two solar projects, so board & leadership have been through learning process and due diligence *They are open and interested in what we can offer Dedham team members: *'''Doug Shaw''' - Senior Lending Officer - approves everything they do *'''Bill Linquist''' - Led effort for the two solar projects with his real estate clients :*Bill is the resident expert on solar projects :*Bill has "semi-retired" to Florida *'''Norm Hayes''' - Has picked up Bill's clients and the solar projects *'''Rob Leary''' - Oversees C&I Lending (~) Other key items: *Gerry lives in Rehobeth :*15-20 people on his street - 5 or 6 have solar :*Has rental property in RI (were talking about electricity prices :*Several larger projects in Rehoboth (NB: May be BlueWave?) :*Mentioned NRG - w/r/t residential or their projects? Detailed notes: *Brief update on Green Needham activities since we last talked *We got into a long discussion about solar prompted by Gerry which led very nicely into my ask *Took Gerry through solar purchase/PPA and electricity pricing (supply/delivery) '''Solar Projects''' *Whitsunville and Barre *Very successful, Bank is very happy with them *Did a lot of due diligence == People == == Opportunities == == Resources == Dedham Institution for Savings: *FDIC Charter 23620 ---- 50coquurm3bb94ypi8hc23a3u8xyuf4 0 526 1020 2017-09-29T18:17:51Z Greis>Michael 0 1020 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2017-09-28]]}} :Next step: '''[[next step::Waiting for response to proposal]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == Activities == === 2017-09-22 === Meeting at Needham Bank with David Shorey and Eric. *Handled a lot of good questions from David *Will send him a proposed portfolio with details for him to consider *Will also provide the agreements and business background. '''Follow-up''': *Eric to send loan tape and other information to David - {{hct|2017-09-28 - DONE}} === 2017-08 === Mark Drew left Needham Bank (now at North Shore Bank). [[involved::David Shorey]], Mark's boss, contacted me to follow up on my message to Mark. Setting up a meeting with David to pick up the process. === 2017-06-02 === *Meeting with Mark Drew and Eric '''Follow-up:''' *Mark to provide zip codes to Eric *Eric will construct portfolio *Mark will bring it forward :*Does the return work? ::*10 year target now around 5%, but this has other attributes. CRA among others *Goal: Initial investment $1-2 million === 2017-04-12 === *Mark Drew follow-up 2017-04-12 :*2-3 years ago, Mark explored it - no appetite then :*Sat down with Joe Campanelli - what was his appetite? ::*He is interested; willing to explore it *Talked with Andrew Miller :*Hasn't gotten back :*They are exploring different banks.... *Participate.... :*How could we structure something makes sense? ::*Not sure about whether they would want to buy a portfolio of loans ::*Rates ticking up; worried about margin compression *Several million dollar deal would not make them nervous :*Cash flow..... *Open to buying existing loans from other banks :*Maybe some went too heavy in solar....have 5 years left *On retail, Green Needham and Solar Team :*Will talk with Mark - he is the only one who could move this forward :*Like car loans - they don't do them (though once in a while to help a customer) === 2017-02-01 === *Talked with Chris Teachout {{color||2017-02-01}} :*Will talk with and facilitate a meeting with '''[[involved::Paul Totino]]''', President of Bank and head of lending. :*Goal - see if there is a fit in the bank's business and determine who to follow up with. :*Meeting set up for {{color||2017-02-17}} with Chris and [[involved::Mark Drew]], VP of Commercial Lending == People == == Opportunities == == Resources == Needham Bank: *FDIC Charter '''[https://www5.fdic.gov/idasp/advSearchConfirmation.asp?inCert1=26483 26483]''' ---- n9bbrd2p6uplt280hbwqgompfbvwiyn 1021 1020 2024-05-24T04:54:42Z Michael 1 1 revision imported 1020 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2017-09-28]]}} :Next step: '''[[next step::Waiting for response to proposal]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == Activities == === 2017-09-22 === Meeting at Needham Bank with David Shorey and Eric. *Handled a lot of good questions from David *Will send him a proposed portfolio with details for him to consider *Will also provide the agreements and business background. '''Follow-up''': *Eric to send loan tape and other information to David - {{hct|2017-09-28 - DONE}} === 2017-08 === Mark Drew left Needham Bank (now at North Shore Bank). [[involved::David Shorey]], Mark's boss, contacted me to follow up on my message to Mark. Setting up a meeting with David to pick up the process. === 2017-06-02 === *Meeting with Mark Drew and Eric '''Follow-up:''' *Mark to provide zip codes to Eric *Eric will construct portfolio *Mark will bring it forward :*Does the return work? ::*10 year target now around 5%, but this has other attributes. CRA among others *Goal: Initial investment $1-2 million === 2017-04-12 === *Mark Drew follow-up 2017-04-12 :*2-3 years ago, Mark explored it - no appetite then :*Sat down with Joe Campanelli - what was his appetite? ::*He is interested; willing to explore it *Talked with Andrew Miller :*Hasn't gotten back :*They are exploring different banks.... *Participate.... :*How could we structure something makes sense? ::*Not sure about whether they would want to buy a portfolio of loans ::*Rates ticking up; worried about margin compression *Several million dollar deal would not make them nervous :*Cash flow..... *Open to buying existing loans from other banks :*Maybe some went too heavy in solar....have 5 years left *On retail, Green Needham and Solar Team :*Will talk with Mark - he is the only one who could move this forward :*Like car loans - they don't do them (though once in a while to help a customer) === 2017-02-01 === *Talked with Chris Teachout {{color||2017-02-01}} :*Will talk with and facilitate a meeting with '''[[involved::Paul Totino]]''', President of Bank and head of lending. :*Goal - see if there is a fit in the bank's business and determine who to follow up with. :*Meeting set up for {{color||2017-02-17}} with Chris and [[involved::Mark Drew]], VP of Commercial Lending == People == == Opportunities == == Resources == Needham Bank: *FDIC Charter '''[https://www5.fdic.gov/idasp/advSearchConfirmation.asp?inCert1=26483 26483]''' ---- n9bbrd2p6uplt280hbwqgompfbvwiyn 0 527 1022 2017-09-29T18:57:14Z Greis>Michael 0 1022 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2017-09-29]]}} :Next step: '''[[next step::Scheduling meeting with Mark]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == Activities == === 2017-09-29 === Exchange with Mark on LinkedIn - copied to e-mail. *Plan to meet in the next few weeks. That sounds good. What's your availability the week of 10/9 or 10/16? Would you like us to put together something specific drawing on our previous conversations, or would a refresh and update be more helpful? Michael Hi Michael, Good to hear from you. my contact info ismdrew@northshore-bank.com and (O) 978-538-7012 • (Cell) 781-366-7447 • (F) 978-531-9732. Let's see if we can get together in the next couple of weeks. Best, Mark Hi Mark, Congratulations on your new position with North Shore Bank. We'll miss you down here in Needham. We've been following up on the BlueWave solar loan portfolio purchase with David Shorey. Thank you for getting us started, though I'm sorry we couldn't get it completed while you were still in Needham. That said, perhaps we can put the experience to work for you. We'd love to follow up on opportunities at North Shore, in any of the possible configurations we were talking about in Needham. In between the time we last talked with you and now, BlueWave closed a purchase of loans by a community bank. It's great to have some additional validation of the opportunity. Let me know if we could get together for a follow-up. My e-mail - in case you don't have it - is still mjg at riverbendadvisors.com. Thanks, Mark - look forward to talking with you soon. === 2017-09-28 === Reached out to Mark Drew on LinkedIn == People == *[[involved::Mark Drew]] - Moved from Needham Bank to North Shore Bank == Resources == North Shore Bank: *'''$790m''' in assets (2016) *Serves more than 25,000 consumers and businesses in eastern Massachusetts and southern New Hampshire *Offices in Beverly | Danvers | Merrimac | Middleton | Newton, NH | Peabody | Salem | Saugus *Mutual bank, founded in 1888 *FDIC Certificate [https://www5.fdic.gov/idasp/advSearchConfirmation.asp?inCert1=26484&AsOf=MostCurrent&Refer= 26484] (Report) ---- sagdgjlwe6rp9q75flym6goe3ou2fkv 1023 1022 2024-05-24T04:54:42Z Michael 1 1 revision imported 1022 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::Active]]''' :Latest update: {{color||[[event date::2017-09-29]]}} :Next step: '''[[next step::Scheduling meeting with Mark]]''' :'''View [http://www.toodledo.com/tasks/index.php?x=222181#task_[[task id::|:]] Task List]''' __NOTOC__ == Activities == === 2017-09-29 === Exchange with Mark on LinkedIn - copied to e-mail. *Plan to meet in the next few weeks. That sounds good. What's your availability the week of 10/9 or 10/16? Would you like us to put together something specific drawing on our previous conversations, or would a refresh and update be more helpful? Michael Hi Michael, Good to hear from you. my contact info ismdrew@northshore-bank.com and (O) 978-538-7012 • (Cell) 781-366-7447 • (F) 978-531-9732. Let's see if we can get together in the next couple of weeks. Best, Mark Hi Mark, Congratulations on your new position with North Shore Bank. We'll miss you down here in Needham. We've been following up on the BlueWave solar loan portfolio purchase with David Shorey. Thank you for getting us started, though I'm sorry we couldn't get it completed while you were still in Needham. That said, perhaps we can put the experience to work for you. We'd love to follow up on opportunities at North Shore, in any of the possible configurations we were talking about in Needham. In between the time we last talked with you and now, BlueWave closed a purchase of loans by a community bank. It's great to have some additional validation of the opportunity. Let me know if we could get together for a follow-up. My e-mail - in case you don't have it - is still mjg at riverbendadvisors.com. Thanks, Mark - look forward to talking with you soon. === 2017-09-28 === Reached out to Mark Drew on LinkedIn == People == *[[involved::Mark Drew]] - Moved from Needham Bank to North Shore Bank == Resources == North Shore Bank: *'''$790m''' in assets (2016) *Serves more than 25,000 consumers and businesses in eastern Massachusetts and southern New Hampshire *Offices in Beverly | Danvers | Merrimac | Middleton | Newton, NH | Peabody | Salem | Saugus *Mutual bank, founded in 1888 *FDIC Certificate [https://www5.fdic.gov/idasp/advSearchConfirmation.asp?inCert1=26484&AsOf=MostCurrent&Refer= 26484] (Report) ---- sagdgjlwe6rp9q75flym6goe3ou2fkv 0 528 1024 2017-09-28T22:59:29Z Greis>Michael 0 1024 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::Closed]]''' :Latest update: {{color||[[event date::2017-08-01]]}} __NOTOC__ == Activities == === 2017-08 === :*Molly Betournay left Pathstone === Conversation with [[involved::Molly Betournay]] 2017-02-01 === Since we last talked about investing in renewable energy for private clients, [[involved::Pathstone Federal Street]] has added an option for their clients. They have selected a '''private credit fund''' from [[involved::New Energy Capital Management]] [http://www.newenergycapital.com (web site)] *New Energy is a clean energy infrasructure investor :*[[involved::Adam Bernstein]], CFO, is a BSAS member *New Energy funded BlueWave's Barrett Solar project in Oxford, MA :*16 MW, expected completion was end of 2016; Philips Andover and Fay School were largest offtakers *Pathstone did a significant amount of due diligence before make this investment As a result of this offering, they are not now in the market for others. *That said, Molly would be happy to meet with Eric and me to discuss their process What do they look for? *Expertise in both renewable energy and fund management == People == *Molly Betournay - left Pathstone == Resources == ---- edhjatryutmx4yd8dbxwnje5k6oxf0b 1025 1024 2024-05-24T04:54:42Z Michael 1 1 revision imported 1024 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::Closed]]''' :Latest update: {{color||[[event date::2017-08-01]]}} __NOTOC__ == Activities == === 2017-08 === :*Molly Betournay left Pathstone === Conversation with [[involved::Molly Betournay]] 2017-02-01 === Since we last talked about investing in renewable energy for private clients, [[involved::Pathstone Federal Street]] has added an option for their clients. They have selected a '''private credit fund''' from [[involved::New Energy Capital Management]] [http://www.newenergycapital.com (web site)] *New Energy is a clean energy infrasructure investor :*[[involved::Adam Bernstein]], CFO, is a BSAS member *New Energy funded BlueWave's Barrett Solar project in Oxford, MA :*16 MW, expected completion was end of 2016; Philips Andover and Fay School were largest offtakers *Pathstone did a significant amount of due diligence before make this investment As a result of this offering, they are not now in the market for others. *That said, Molly would be happy to meet with Eric and me to discuss their process What do they look for? *Expertise in both renewable energy and fund management == People == *Molly Betournay - left Pathstone == Resources == ---- edhjatryutmx4yd8dbxwnje5k6oxf0b 0 529 1026 2017-09-28T23:07:07Z Greis>Michael 0 1026 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::Closed]]''' :Latest update: {{color||[[event date::2017-08-01]]}} __NOTOC__ == Activities == Damon Barglow left Rockland Trust. No other contacts. == People == *Damon Barglow - left Rockland == Opportunities == == Resources == === Company information === '''Independent Bank Corp.''' has approximately '''$7.7 billion in assets''' and is the holding company for [http://https://www.rocklandtrust.com Rockland Trust Company], a full-service commercial bank headquartered in Massachusetts. *Rockland Trust listed as '''$5.9 billion''' on Google mini-profile Rockland Trust serves Southeastern Massachusetts, Coastal Massachusetts, Cape Cod, and Boston's MetroWest Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Eastern Massachusetts and Rhode Island, as well as through telephone banking, mobile banking, and the Internet. Rockland Trust, which has been named as one of America's "Best Banks" by Forbes for three consecutive years, is an FDIC Member and an Equal Housing Lender. '''Investment Management''' is provided through the '''Investment Management Group''' affiliate? of Rockland Trust. ---- c12uujhs86u8tp7tlw0selmwqm38327 1027 1026 2024-05-24T04:54:42Z Michael 1 1 revision imported 1026 wikitext text/x-wiki {{ProjectSubPage|prospect|BlueWave Renewables}} :Status: '''[[prospect status::Closed]]''' :Latest update: {{color||[[event date::2017-08-01]]}} __NOTOC__ == Activities == Damon Barglow left Rockland Trust. No other contacts. == People == *Damon Barglow - left Rockland == Opportunities == == Resources == === Company information === '''Independent Bank Corp.''' has approximately '''$7.7 billion in assets''' and is the holding company for [http://https://www.rocklandtrust.com Rockland Trust Company], a full-service commercial bank headquartered in Massachusetts. *Rockland Trust listed as '''$5.9 billion''' on Google mini-profile Rockland Trust serves Southeastern Massachusetts, Coastal Massachusetts, Cape Cod, and Boston's MetroWest Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Eastern Massachusetts and Rhode Island, as well as through telephone banking, mobile banking, and the Internet. Rockland Trust, which has been named as one of America's "Best Banks" by Forbes for three consecutive years, is an FDIC Member and an Equal Housing Lender. '''Investment Management''' is provided through the '''Investment Management Group''' affiliate? of Rockland Trust. ---- c12uujhs86u8tp7tlw0selmwqm38327 0 530 1028 2015-04-30T13:26:17Z Greis>Michael 0 Created page with "'''Babson College''' {{University}}" 1028 wikitext text/x-wiki '''Babson College''' {{University}} gh7rbyp403pvrvk6p6yft6xsxt9hbim 1029 1028 2024-05-24T04:54:42Z Michael 1 1 revision imported 1028 wikitext text/x-wiki '''Babson College''' {{University}} gh7rbyp403pvrvk6p6yft6xsxt9hbim 0 531 1030 2018-03-01T20:43:13Z Greis>Michael 0 1030 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [https://ballentinepartners.com/ Ballentine Partners] is an employee-owned wealth management/RIA firm in Waltham. *$'''7.0''' billion AUM (~2017) *180 Clients - Families $3 - $20m; Family office services >$20m *70 Employees *Founded 1984 by '''Roy Ballentine''' - Yale 72 (ES) *From a LinkedIn description: :helps families with sizeable financial resources use, preserve and grow their assets in ways that feel meaningful to them. Started in 1984, the firm is known for its conflict free approach to investment and wealth management and its loyal dedication to the families it serves. *Focus on net investment returns (after-tax), wealth planning *Experts in social impact investing {{Organizational Connections}} ---- [[Category:Companies/Sustainable Investing]][[Category:Companies/RIA]] 6464q1j8w6orkclaslim78k13r30qod 1031 1030 2024-05-24T04:54:42Z Michael 1 1 revision imported 1030 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [https://ballentinepartners.com/ Ballentine Partners] is an employee-owned wealth management/RIA firm in Waltham. *$'''7.0''' billion AUM (~2017) *180 Clients - Families $3 - $20m; Family office services >$20m *70 Employees *Founded 1984 by '''Roy Ballentine''' - Yale 72 (ES) *From a LinkedIn description: :helps families with sizeable financial resources use, preserve and grow their assets in ways that feel meaningful to them. Started in 1984, the firm is known for its conflict free approach to investment and wealth management and its loyal dedication to the families it serves. *Focus on net investment returns (after-tax), wealth planning *Experts in social impact investing {{Organizational Connections}} ---- [[Category:Companies/Sustainable Investing]][[Category:Companies/RIA]] 6464q1j8w6orkclaslim78k13r30qod 0 532 1032 2018-03-01T20:53:32Z Greis>Michael 0 /* Roy Ballentine shares insights on growing a successful business */ 1032 wikitext text/x-wiki == Selected in Best Places to Work in Money Management by Pensions & Investments == Selected for Best Places to Work in Money Management by Pensions & Investments for 2017 *Winners were chosen through a combination of workplace evaluations (25%) and employee surveys (75%) [https://ballentinepartners.com/2017/12/ballentine-partners-one-best-places-work-money-management/ Ballentine news item] - 2017-12 == Roy Ballentine shares insights on growing a successful business == [https://ballentinepartners.com/2017/10/roy-ballentine-shares-insights-building-growing-successful-business/ Article] on Ballentine web site {{hct|2017-10}} *From Inside Information October 2017 *'''Corporate Culture''' :I define corporate culture as an accumulated system of beliefs, values and behaviors that people in an organization are expected to adhere to,” said Ballentine. “That system has two very important components: 1) the espoused values and behaviors and 2) group norms, values and behaviors.” :What’s the difference? The espoused values are what management says SHOULD happen. The group norms determine what ACTUALLY happens when management is not looking. 98kca7u6yq3t0u7hyscppqsou0a8h86 1033 1032 2024-05-24T04:54:42Z Michael 1 1 revision imported 1032 wikitext text/x-wiki == Selected in Best Places to Work in Money Management by Pensions & Investments == Selected for Best Places to Work in Money Management by Pensions & Investments for 2017 *Winners were chosen through a combination of workplace evaluations (25%) and employee surveys (75%) [https://ballentinepartners.com/2017/12/ballentine-partners-one-best-places-work-money-management/ Ballentine news item] - 2017-12 == Roy Ballentine shares insights on growing a successful business == [https://ballentinepartners.com/2017/10/roy-ballentine-shares-insights-building-growing-successful-business/ Article] on Ballentine web site {{hct|2017-10}} *From Inside Information October 2017 *'''Corporate Culture''' :I define corporate culture as an accumulated system of beliefs, values and behaviors that people in an organization are expected to adhere to,” said Ballentine. “That system has two very important components: 1) the espoused values and behaviors and 2) group norms, values and behaviors.” :What’s the difference? The espoused values are what management says SHOULD happen. The group norms determine what ACTUALLY happens when management is not looking. 98kca7u6yq3t0u7hyscppqsou0a8h86 0 533 1034 2008-06-11T19:35:15Z Greis>Michael 0 1034 wikitext text/x-wiki {{PHG}} === Mandrake === From BBJ 6/1/08: U.S. Rep. Barney Frank was only half kidding when he says he has powers similar to Mandrake the Magician. Frank recalled how the comic strip superhero vanquished criminals and mad scientists with lightning quick hypnosis. Mandrake's power was on Frank's mind during a recent panel discussion at Suffolk University Law School about the fallout from the subprime mortgage crisis. "I've found I have a similar power," said Frank, chairman of the powerful House Financial Services Committee. "If I want behavior to change, I call a public hearing." Frank can't hypnotize like Mandrake, but he has the attention of Wall Street and the rest of the global financial community because he is championing securities and capital market reforms unseen since the Great Depression. ---- [[Category:Needham]] [[Category:Career]] bwc1yyha298k9cwfu68lqdpic71tzek 1035 1034 2024-05-24T04:54:42Z Michael 1 1 revision imported 1034 wikitext text/x-wiki {{PHG}} === Mandrake === From BBJ 6/1/08: U.S. Rep. Barney Frank was only half kidding when he says he has powers similar to Mandrake the Magician. Frank recalled how the comic strip superhero vanquished criminals and mad scientists with lightning quick hypnosis. Mandrake's power was on Frank's mind during a recent panel discussion at Suffolk University Law School about the fallout from the subprime mortgage crisis. "I've found I have a similar power," said Frank, chairman of the powerful House Financial Services Committee. "If I want behavior to change, I call a public hearing." Frank can't hypnotize like Mandrake, but he has the attention of Wall Street and the rest of the global financial community because he is championing securities and capital market reforms unseen since the Great Depression. ---- [[Category:Needham]] [[Category:Career]] bwc1yyha298k9cwfu68lqdpic71tzek 0 534 1036 2014-06-10T17:41:54Z Greis>Michael 0 1036 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|B Lab|610-293-0299|bart@bcorporation.net|Co-Founder}} *Introduced by [[introduced by::Luther Ragin]] for [[Consulting/Lydenberg Sustainability Scenarios|Lydenberg project]]. *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *B Lab [http://www.bcorporation.net/what-are-b-corps/the-non-profit-behind-b-corps/our-team/bart-houlahan-1 web site] {{color||2014-06-10}} :*Previously President of President of AND1, a $250 million basketball footwear, apparel, and entertainment company. :*Direct descendant of one of the 13 apostles of the Mormon Church ---- [[Category:People|Houlahan]] hus701wsn91qt6h790gxwn9ts1z8wz8 1037 1036 2024-05-24T04:54:42Z Michael 1 1 revision imported 1036 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|B Lab|610-293-0299|bart@bcorporation.net|Co-Founder}} *Introduced by [[introduced by::Luther Ragin]] for [[Consulting/Lydenberg Sustainability Scenarios|Lydenberg project]]. *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *B Lab [http://www.bcorporation.net/what-are-b-corps/the-non-profit-behind-b-corps/our-team/bart-houlahan-1 web site] {{color||2014-06-10}} :*Previously President of President of AND1, a $250 million basketball footwear, apparel, and entertainment company. :*Direct descendant of one of the 13 apostles of the Mormon Church ---- [[Category:People|Houlahan]] hus701wsn91qt6h790gxwn9ts1z8wz8 0 535 1038 2014-06-09T19:06:17Z Greis>Michael 0 /* Bios */ 1038 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Calvert Investments|000 000-0000|bennett.freeman@calvert.com|Senior Vice President, Sustainability Research and Policy}} *Introduced by [[introduced by::Steve Lydenberg]] to reach out to for project interview. *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === From Calvert Investments [http://www.calvert.com/about-management-and-leadership.html web site] on {{color||2014-06-09}} Mr. Freeman leads Calvert's Sustainability Research Department and oversees its company research and analysis as well as its policy and advocacy work. *From 2003 until early 2006, he led [[worked for::Burson-Marsteller]]'s Global Corporate Responsibility practice advising multinationals on policy development, stakeholder engagement and communications strategies related to human rights, labor rights and sustainable development. *During the Clinton Administration he served in three positions as a presidential appointee in the State Department, most recently as Deputy Assistant Secretary for Democracy, Human Rights and Labor from 1999 to early 2001. In that capacity, he led the development of the Voluntary Principles on Security and Human Rights, the first human rights standard forged by governments, companies and NGOs for the extractive sectors. *Earlier in his career he was Manager-Corporate Affairs for [[worked for::General Electric]] and a presidential campaign aide to former Vice President Walter Mondale. Mr. Freeman serves on the Boards of [[is on board of::Oxfam America]], the [[is on board of::Institute for Business and Human Rights], the [[is on board of::Revenue Watch Institute]], the [[is on board of::Global Network Initiative]] (GNI), the Genocide Intervention Network and EG Justice. From 2006-09 he served on the Board of the Extractive Industry Transparency Initiative (EITI) representing Oxfam. *He is a member of the Council on Foreign Relations as well as a frequent speaker and media commentator on sustainable investment, corporate responsibility, human rights and U.S. foreign policy. *Mr. Freeman received an MA in Modern History from the [[alumnus of::University of Oxford]], where he studied as an English Speaking Union Churchill Scholar at Balliol College, and an AB in History from the University of California at [[alumnus of::UC Berkeley|Berkeley]]. ---- [[Category:People|Freeman]] otu8m9hdsucskgzh1hprd6o1wn7qq78 1039 1038 2024-05-24T04:54:42Z Michael 1 1 revision imported 1038 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Calvert Investments|000 000-0000|bennett.freeman@calvert.com|Senior Vice President, Sustainability Research and Policy}} *Introduced by [[introduced by::Steve Lydenberg]] to reach out to for project interview. *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === From Calvert Investments [http://www.calvert.com/about-management-and-leadership.html web site] on {{color||2014-06-09}} Mr. Freeman leads Calvert's Sustainability Research Department and oversees its company research and analysis as well as its policy and advocacy work. *From 2003 until early 2006, he led [[worked for::Burson-Marsteller]]'s Global Corporate Responsibility practice advising multinationals on policy development, stakeholder engagement and communications strategies related to human rights, labor rights and sustainable development. *During the Clinton Administration he served in three positions as a presidential appointee in the State Department, most recently as Deputy Assistant Secretary for Democracy, Human Rights and Labor from 1999 to early 2001. In that capacity, he led the development of the Voluntary Principles on Security and Human Rights, the first human rights standard forged by governments, companies and NGOs for the extractive sectors. *Earlier in his career he was Manager-Corporate Affairs for [[worked for::General Electric]] and a presidential campaign aide to former Vice President Walter Mondale. Mr. Freeman serves on the Boards of [[is on board of::Oxfam America]], the [[is on board of::Institute for Business and Human Rights], the [[is on board of::Revenue Watch Institute]], the [[is on board of::Global Network Initiative]] (GNI), the Genocide Intervention Network and EG Justice. From 2006-09 he served on the Board of the Extractive Industry Transparency Initiative (EITI) representing Oxfam. *He is a member of the Council on Foreign Relations as well as a frequent speaker and media commentator on sustainable investment, corporate responsibility, human rights and U.S. foreign policy. *Mr. Freeman received an MA in Modern History from the [[alumnus of::University of Oxford]], where he studied as an English Speaking Union Churchill Scholar at Balliol College, and an AB in History from the University of California at [[alumnus of::UC Berkeley|Berkeley]]. ---- [[Category:People|Freeman]] otu8m9hdsucskgzh1hprd6o1wn7qq78 0 536 1040 2009-10-24T20:59:48Z Greis>Michael 0 1040 wikitext text/x-wiki === Beth Shalom background === '''Shomrei Adamah''' - variously, "Heal the Earth" (Beth Shalom), "Guardians of the Earth" or "Keepers of the Earth" *First National Jewish Environmental Organization - founded 1988 by [http://forward.com/articles/3458/ Ellen Bernstein] (grew up in Haverhill in assimilated Jewish family) :*She wrote [http://www.amazon.com/Splendor-Creation-Biblical-Ellen-Bernstein/dp/082981664X/ref=sr_1_1?ie=UTF8&s=books&qid=1256137426&sr=1-1 Splendor of Creation: A Biblical Ecology] in 2005 *Washington Area Jewish environmental organization Beth Shalom's group has accomplished much *[http://wiki.greenneedham.org/gnc/images/3/38/MIPL_Needham_Beth_Shalom_CS09.pdf MIPL Case Study] :*Replacing boilers, lights, improving energy efficiency during sanctuary reconstruction *[http://en.wikipedia.org/wiki/Judaism_and_environmentalism Wikipedia article] on Judaism and Environmentalism, useful mainly for extensive bibliography === Outline === Don’t think I need to spend time talking about why to build a more sustainable community * In general, Needham is a community that is increasingly aware of the issue * The Temple Beth Shalom community is very well engaged. Demonstrated in * the work you’ve done in your own facility – MIP&L case study :*your own Shomrei Adamah group :*You may know this, but ::* Shomrei Adamah (Keepers or Guardians) was the 1st National Jewish environmental organization ::* Found in 1998 by Ellen Bernstein, grew up in Haverhill, in an assimilated family ::* Went on to write Splendor of Creation: A Biblical Ecology But I do like to bring the challenge home....and I do that with just a couple of statistics * Just under 6m barrels a day (OPEC) * Our share 607, daily transfer $48,000, yearly $17.7 million at today’s prices ($80) * $3.5 million in energy in fiscal 2010 – 10% 6-7 teachers/firemen Making Needham a Sustainable Community Green Needham - leader, aggregator, focal point * Action, not advocacy * Tap the Power of Community Inform, educate and communicate * The collaborative model - focus the community * Talks and presentations * Technology, Cable TV Taking action * Wind Feasibility Study * Solar at the RTS * Home Energy Efficiency Improvement Motivating, encouraging and facilitating the community to take action * Solar Challenge * 10% Challenge - success with groups, schools challenge * Environmental Stewardship Workshop * International Climate Day of Action Leading * Green Communities * Transportation How you can help – Join (Witness), Get Involved === Bio === Michael Greis worked for IBM for twenty years in technical sales, marketing and relationship management. He then earned a Masters Degree in Finance at Boston College while doing work on R&D-focused economic development in Massachusetts. He is now applying his experience with technology, finance, policy and sales and marketing to the challenge of sustainability. Michael has lived in Needham since 1991 and is active in the Needham community, serving in various volunteer, appointed and elected capacities. He has been a Town Meeting member since 1995, and is now serving his second term on the School Committee. He is the chair and co-founder of the Green Needham Collaborative. tc0pwe8enittyll6f9e21cowwd6dkzg 1041 1040 2024-05-24T04:54:42Z Michael 1 1 revision imported 1040 wikitext text/x-wiki === Beth Shalom background === '''Shomrei Adamah''' - variously, "Heal the Earth" (Beth Shalom), "Guardians of the Earth" or "Keepers of the Earth" *First National Jewish Environmental Organization - founded 1988 by [http://forward.com/articles/3458/ Ellen Bernstein] (grew up in Haverhill in assimilated Jewish family) :*She wrote [http://www.amazon.com/Splendor-Creation-Biblical-Ellen-Bernstein/dp/082981664X/ref=sr_1_1?ie=UTF8&s=books&qid=1256137426&sr=1-1 Splendor of Creation: A Biblical Ecology] in 2005 *Washington Area Jewish environmental organization Beth Shalom's group has accomplished much *[http://wiki.greenneedham.org/gnc/images/3/38/MIPL_Needham_Beth_Shalom_CS09.pdf MIPL Case Study] :*Replacing boilers, lights, improving energy efficiency during sanctuary reconstruction *[http://en.wikipedia.org/wiki/Judaism_and_environmentalism Wikipedia article] on Judaism and Environmentalism, useful mainly for extensive bibliography === Outline === Don’t think I need to spend time talking about why to build a more sustainable community * In general, Needham is a community that is increasingly aware of the issue * The Temple Beth Shalom community is very well engaged. Demonstrated in * the work you’ve done in your own facility – MIP&L case study :*your own Shomrei Adamah group :*You may know this, but ::* Shomrei Adamah (Keepers or Guardians) was the 1st National Jewish environmental organization ::* Found in 1998 by Ellen Bernstein, grew up in Haverhill, in an assimilated family ::* Went on to write Splendor of Creation: A Biblical Ecology But I do like to bring the challenge home....and I do that with just a couple of statistics * Just under 6m barrels a day (OPEC) * Our share 607, daily transfer $48,000, yearly $17.7 million at today’s prices ($80) * $3.5 million in energy in fiscal 2010 – 10% 6-7 teachers/firemen Making Needham a Sustainable Community Green Needham - leader, aggregator, focal point * Action, not advocacy * Tap the Power of Community Inform, educate and communicate * The collaborative model - focus the community * Talks and presentations * Technology, Cable TV Taking action * Wind Feasibility Study * Solar at the RTS * Home Energy Efficiency Improvement Motivating, encouraging and facilitating the community to take action * Solar Challenge * 10% Challenge - success with groups, schools challenge * Environmental Stewardship Workshop * International Climate Day of Action Leading * Green Communities * Transportation How you can help – Join (Witness), Get Involved === Bio === Michael Greis worked for IBM for twenty years in technical sales, marketing and relationship management. He then earned a Masters Degree in Finance at Boston College while doing work on R&D-focused economic development in Massachusetts. He is now applying his experience with technology, finance, policy and sales and marketing to the challenge of sustainability. Michael has lived in Needham since 1991 and is active in the Needham community, serving in various volunteer, appointed and elected capacities. He has been a Town Meeting member since 1995, and is now serving his second term on the School Committee. He is the chair and co-founder of the Green Needham Collaborative. tc0pwe8enittyll6f9e21cowwd6dkzg 0 537 1042 2017-02-10T16:44:23Z Greis>Michael 0 /* Bios */ 1042 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Stance Capital|000 000-0000|bdavis@empiricalam.com|Founder & Portfolio Manager|bill-davis-90a7b91}} Bill reached out to me on LinkedIn {{color||2017-02-07}} *Networking:[[networking::regular]] === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === Stance Capital web site {{color||2017-02-10}} *Prior to forming Stance Capital, LLC, Mr. Davis was co-founder and Managing Director of [[works for::Empirical Asset Management]], and Portfolio Manager on EAM Sustainable Equity, a strategy he launched in 2014. Prior to co-founding Empirical, he was the founder and CEO of [[worked for::Ze-gen]], a venture and private equity backed renewable energy company. Mr. Davis received a B.A. from [[alumnus of::Connecticut College]], and his career in business has included serving as CEO or founder of numerous companies including: [[worked for::Database Marketing Corporation]] in 1986, [[worked for::Holland Mark]] in 1997, and [[worked for::Cambridge Brand Analytics]] in 2003. He is Vice Chair of [[is on board of::Impact Infrastructure]], LLC, and serves on not-for-profit boards of [[is on board of::Seven Hills Global Outreach]] and [[is on board of::Commonwealth Corporation]]. He is a founding member of the President’s Council of [[is on board of::Ceres]]. Mr. Davis has taught at Columbia University Center for Environmental Research and Conservation, and guest lectured at Harvard College, Harvard Business School, MIT, MIT/Sloan, and Boston University. Mr. Davis holds a Series 65. ---- [[Category:People/Sustainable Investing|Davis]] oig0rcoqehlyldb8tfrrr660ao6sqok 1043 1042 2024-05-24T04:54:42Z Michael 1 1 revision imported 1042 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Stance Capital|000 000-0000|bdavis@empiricalam.com|Founder & Portfolio Manager|bill-davis-90a7b91}} Bill reached out to me on LinkedIn {{color||2017-02-07}} *Networking:[[networking::regular]] === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === Stance Capital web site {{color||2017-02-10}} *Prior to forming Stance Capital, LLC, Mr. Davis was co-founder and Managing Director of [[works for::Empirical Asset Management]], and Portfolio Manager on EAM Sustainable Equity, a strategy he launched in 2014. Prior to co-founding Empirical, he was the founder and CEO of [[worked for::Ze-gen]], a venture and private equity backed renewable energy company. Mr. Davis received a B.A. from [[alumnus of::Connecticut College]], and his career in business has included serving as CEO or founder of numerous companies including: [[worked for::Database Marketing Corporation]] in 1986, [[worked for::Holland Mark]] in 1997, and [[worked for::Cambridge Brand Analytics]] in 2003. He is Vice Chair of [[is on board of::Impact Infrastructure]], LLC, and serves on not-for-profit boards of [[is on board of::Seven Hills Global Outreach]] and [[is on board of::Commonwealth Corporation]]. He is a founding member of the President’s Council of [[is on board of::Ceres]]. Mr. Davis has taught at Columbia University Center for Environmental Research and Conservation, and guest lectured at Harvard College, Harvard Business School, MIT, MIT/Sloan, and Boston University. Mr. Davis holds a Series 65. ---- [[Category:People/Sustainable Investing|Davis]] oig0rcoqehlyldb8tfrrr660ao6sqok 0 538 1044 2018-03-16T18:55:40Z Greis>Michael 0 1044 wikitext text/x-wiki == 2018-03-16 == e-mail reply to George (see the [[#2017-02-16]] section for summary of my 2017 meeting with Bill. I haven't talked with Bill in some time, so it would be interesting if that has changed. With a good fit, modest pay with upside can be fair compensation for the opportunity to be a full-time member of a team growing AUM and building a brand. On 3/8/2018 12:28 PM, George Noyes wrote: This is a very small firm. They are trying to grow. Please make contact with Bill Davis. He knows of Longfellow but I have not met him. I will speak with him if and when he has interest. This would be low pay for openers, and should you be of assistance in growing the AUM and building the brand, there would be upside you might link into. Gwn fyi == 2017-02-16 == Met with Bill. Do not have contemporaneous notes. Below from my 2018-03-16 e-mail response to George Noyes. I met with Bill about a year ago (Feb 2017) as he was getting Stance Capital underway. I may actually have connected to him through my clean energy-related work, as he was the founder of Ze-gen, a waste-to-energy start-up that was around from 2004-10. He'd started his work on values-based investing while at Empirical Asset Management, which he also co-founded. He's still connected with Empirical, but as I recall the conversation, he needed to create Stance as a standalone to do what he wanted to do with a quant/values-based fund. We talked about our mutual interests in this space, and the opportunities in leveraging my sustainable investing expertise and clean energy involvement to engage with clean energy people as potential investors. At that time, he wasn't looking to bring anyone on board. He understood why I felt it was important to be part of the team to be successful. I didn't feel that I should take on another introduction-based contingency fee arrangement. d4ifqyfs0nrsk1m8mn5pp1f9j292jbu 1045 1044 2024-05-24T04:54:42Z Michael 1 1 revision imported 1044 wikitext text/x-wiki == 2018-03-16 == e-mail reply to George (see the [[#2017-02-16]] section for summary of my 2017 meeting with Bill. I haven't talked with Bill in some time, so it would be interesting if that has changed. With a good fit, modest pay with upside can be fair compensation for the opportunity to be a full-time member of a team growing AUM and building a brand. On 3/8/2018 12:28 PM, George Noyes wrote: This is a very small firm. They are trying to grow. Please make contact with Bill Davis. He knows of Longfellow but I have not met him. I will speak with him if and when he has interest. This would be low pay for openers, and should you be of assistance in growing the AUM and building the brand, there would be upside you might link into. Gwn fyi == 2017-02-16 == Met with Bill. Do not have contemporaneous notes. Below from my 2018-03-16 e-mail response to George Noyes. I met with Bill about a year ago (Feb 2017) as he was getting Stance Capital underway. I may actually have connected to him through my clean energy-related work, as he was the founder of Ze-gen, a waste-to-energy start-up that was around from 2004-10. He'd started his work on values-based investing while at Empirical Asset Management, which he also co-founded. He's still connected with Empirical, but as I recall the conversation, he needed to create Stance as a standalone to do what he wanted to do with a quant/values-based fund. We talked about our mutual interests in this space, and the opportunities in leveraging my sustainable investing expertise and clean energy involvement to engage with clean energy people as potential investors. At that time, he wasn't looking to bring anyone on board. He understood why I felt it was important to be part of the team to be successful. I didn't feel that I should take on another introduction-based contingency fee arrangement. d4ifqyfs0nrsk1m8mn5pp1f9j292jbu 0 539 1046 2014-04-23T20:55:01Z Greis>Michael 0 1046 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Moody Lynn & Lieberson|617 973-0590|will.krause@gmail.com|Vice President & Portfolio Manager}} *Met at [[is a member of::BSAS]] Market Dinner {{color||[[first contact::2014-02-06]]|}} :*Expressed interest in sustainable investing *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *From [http://www.moodylynn.com/bio_william_krause.htm Company web site] Bill provides research analysis of the firm's equity universe with a concentration in healthcare. In addition, he is responsible for the day to day management of client portfolios. Previously work for [[worked for::AH Listanti Capital Growth]] as Vice President and Research Analyst. Bill graduated from [[alumnus of::Harvard]] ---- [[Category:People|Krause]] 5ows0rjuekais0zqio0bzr98953mo2r 1047 1046 2024-05-24T04:54:42Z Michael 1 1 revision imported 1046 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Moody Lynn & Lieberson|617 973-0590|will.krause@gmail.com|Vice President & Portfolio Manager}} *Met at [[is a member of::BSAS]] Market Dinner {{color||[[first contact::2014-02-06]]|}} :*Expressed interest in sustainable investing *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *From [http://www.moodylynn.com/bio_william_krause.htm Company web site] Bill provides research analysis of the firm's equity universe with a concentration in healthcare. In addition, he is responsible for the day to day management of client portfolios. Previously work for [[worked for::AH Listanti Capital Growth]] as Vice President and Research Analyst. Bill graduated from [[alumnus of::Harvard]] ---- [[Category:People|Krause]] 5ows0rjuekais0zqio0bzr98953mo2r 0 540 1048 2014-02-26T16:51:45Z Greis>Michael 0 1048 wikitext text/x-wiki == 2014-02-26 == Follow-up call to talk about sustainable investing *AUM about $1b :*Pure equity accounts - long time horizon :*More balanced accounts - 60/40 :*Some perpetual mandates - managing to spend/grow *Not private wealth - invest in stocks, bonds, ETFs :*Taking care of people's liquid assets, ensure they are properly invested for risk tolerance :*Not a wealth manager, but have a CPA on staff *Bill came to this from a small-cap equity research background :*Wanted to think about getting closer to clients :*Managing some portfolios, doing some research to ensure they know their "names" :*Went to Harvard - as talk to his peers about finance, are looking a little broader - more than beat the benchmark :*How can that be incorporated into our business? :*He's exploring *Burning question - what is the most sustainable place to put your capital? *Lean firms - *Nihilists about the financial system Suggested: :*Look at client base and pipeline - how did you get them? What do they care about? Can you grow that based on your current strengths? :*Run a session or two :*If you have an industry or sector, look at what's available in that sector and incorporate elements in your work. ---- fzmef6ebadqgdak8dt5tsoqq00zz91r 1049 1048 2024-05-24T04:54:42Z Michael 1 1 revision imported 1048 wikitext text/x-wiki == 2014-02-26 == Follow-up call to talk about sustainable investing *AUM about $1b :*Pure equity accounts - long time horizon :*More balanced accounts - 60/40 :*Some perpetual mandates - managing to spend/grow *Not private wealth - invest in stocks, bonds, ETFs :*Taking care of people's liquid assets, ensure they are properly invested for risk tolerance :*Not a wealth manager, but have a CPA on staff *Bill came to this from a small-cap equity research background :*Wanted to think about getting closer to clients :*Managing some portfolios, doing some research to ensure they know their "names" :*Went to Harvard - as talk to his peers about finance, are looking a little broader - more than beat the benchmark :*How can that be incorporated into our business? :*He's exploring *Burning question - what is the most sustainable place to put your capital? *Lean firms - *Nihilists about the financial system Suggested: :*Look at client base and pipeline - how did you get them? What do they care about? Can you grow that based on your current strengths? :*Run a session or two :*If you have an industry or sector, look at what's available in that sector and incorporate elements in your work. ---- fzmef6ebadqgdak8dt5tsoqq00zz91r 0 541 1050 2014-04-23T16:19:27Z Greis>Michael 0 1050 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Essex Investment Management|617 342-3256|wpage@essexinvest.com|Senior Vice President and Portfolio Manager}} *Recommended by [[Steve Lydenberg]] :*Was at [[worked for::SSgA]] as Vice President and head of environmental, social and governance (ESG) investments *[http://www.ssga.com/biography/person_bio_359.html SSgA Bio] *Networking:[[networking::regular]] *Most recent contact: [[last contact::2013-04-03]] *2009 - Bill moved to Essex Investment Management and moved GEOS there. *[[{{PAGENAME}}/History|History]] {{Connections}} ---- [[Category:People|Page]] [[Category:People/Sustainable Investing|Page]] [[Category:People/Finance|Page]] rhgs1vhobnhrcxc4sm2nlgzlqsv2m8p 1051 1050 2024-05-24T04:54:42Z Michael 1 1 revision imported 1050 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Essex Investment Management|617 342-3256|wpage@essexinvest.com|Senior Vice President and Portfolio Manager}} *Recommended by [[Steve Lydenberg]] :*Was at [[worked for::SSgA]] as Vice President and head of environmental, social and governance (ESG) investments *[http://www.ssga.com/biography/person_bio_359.html SSgA Bio] *Networking:[[networking::regular]] *Most recent contact: [[last contact::2013-04-03]] *2009 - Bill moved to Essex Investment Management and moved GEOS there. *[[{{PAGENAME}}/History|History]] {{Connections}} ---- [[Category:People|Page]] [[Category:People/Sustainable Investing|Page]] [[Category:People/Finance|Page]] rhgs1vhobnhrcxc4sm2nlgzlqsv2m8p 0 542 1052 2014-07-21T15:43:40Z Greis>Michael 0 /* July 2014 */ 1052 wikitext text/x-wiki == July 2014 == Conversations with Bill about Joe McNay. *Bill's 5-year anniversary post for GEOS - [http://www.essexinvest.com/blog/2014/7/geos-q2-2014-quarterly-review-5-points-5-years GEOS - Five Points at Five Years] # Clean tech is not solely dependent on government funding and support: # Clean tech volatility is demonstrative of natural industry progression: # Companies are aggressively adopting clean technologies: # We are still in the early stages of the clean tech multi-year mega-trend # Investor interest is rapidly increasing *Suggested if he had one more, he could have included "Solving Big Problems" == 2014-04-30 Conversation == At CERES conference - Bill will reach out to Joe. == March 2014 == Connected with Bill about having [[Joe McNay]] reach out to [[David Swensen]] as a keynote speaker for the [[involvement::BSAS/Sustainable Investing 2014|BSAS 2014 Sustainable Investing seminar]]. 63xlgxjhbkx7ihrplnehgb9k6k9gyvv 1053 1052 2024-05-24T04:54:42Z Michael 1 1 revision imported 1052 wikitext text/x-wiki == July 2014 == Conversations with Bill about Joe McNay. *Bill's 5-year anniversary post for GEOS - [http://www.essexinvest.com/blog/2014/7/geos-q2-2014-quarterly-review-5-points-5-years GEOS - Five Points at Five Years] # Clean tech is not solely dependent on government funding and support: # Clean tech volatility is demonstrative of natural industry progression: # Companies are aggressively adopting clean technologies: # We are still in the early stages of the clean tech multi-year mega-trend # Investor interest is rapidly increasing *Suggested if he had one more, he could have included "Solving Big Problems" == 2014-04-30 Conversation == At CERES conference - Bill will reach out to Joe. == March 2014 == Connected with Bill about having [[Joe McNay]] reach out to [[David Swensen]] as a keynote speaker for the [[involvement::BSAS/Sustainable Investing 2014|BSAS 2014 Sustainable Investing seminar]]. 63xlgxjhbkx7ihrplnehgb9k6k9gyvv 0 543 1054 2013-11-12T15:38:36Z Greis>Michael 0 1054 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Goodwin Procter|617 570-1020|wschnoor@goodwinprocter.com|}} *[[is a member of::Yale Alumni]] - [[alumnus of::Yale]] '80 and Yale Law School '83 :*Bill is a good friend of Rico *Bio - [http://www.goodwinproctor.com/People/Schnoor%20Jr%20-%20William.aspx Bill Schnoor], a partner and co-chair of the firm’s Technology Companies Group and co-chair of its Clean Technologies Practice, concentrates in the areas of business and securities law, private equity and acquisitions. He joined Goodwin Procter in 2005, after a 21-year career with Testa, Hurwitz & Thibeault, LLP. *[[{{PAGENAME}}/History|History]] {{Connections}} {{#ask: [[introduced by::{{PAGENAME}}]] | intro=Introductions made:&nbsp;}} ---- [[Category:People|Schnoor]] mal9p4gho5ipqmrgmwyj6de7f1fkgvl 1055 1054 2024-05-24T04:54:42Z Michael 1 1 revision imported 1054 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Goodwin Procter|617 570-1020|wschnoor@goodwinprocter.com|}} *[[is a member of::Yale Alumni]] - [[alumnus of::Yale]] '80 and Yale Law School '83 :*Bill is a good friend of Rico *Bio - [http://www.goodwinproctor.com/People/Schnoor%20Jr%20-%20William.aspx Bill Schnoor], a partner and co-chair of the firm’s Technology Companies Group and co-chair of its Clean Technologies Practice, concentrates in the areas of business and securities law, private equity and acquisitions. He joined Goodwin Procter in 2005, after a 21-year career with Testa, Hurwitz & Thibeault, LLP. *[[{{PAGENAME}}/History|History]] {{Connections}} {{#ask: [[introduced by::{{PAGENAME}}]] | intro=Introductions made:&nbsp;}} ---- [[Category:People|Schnoor]] mal9p4gho5ipqmrgmwyj6de7f1fkgvl 0 544 1056 2013-11-07T17:43:35Z Greis>Michael 0 Michael moved page [[People/Bill Schnoor/History]] to [[Bill Schnoor/History]] without leaving a redirect: Restructuring 1056 wikitext text/x-wiki === 30 Sept 2008 === Meeting with Bill. *Cleantech is a great area *Should be able to make something happen *Bill will make an initial contact with his VC clients/friends and with the recruiters, then pass them off to me to follow up *10/6 Energy debate at MIT (Energy Club) - Jim Woolsey will represent the McCain side :*Woolsley, former CIA director, is at Goodwin Procter *10/16 Clean Energy for Obama event with Tom Daschle - $500 :*Daschle a director at Mascoma :*Got involved with energy after leaving Senate - Corn Ethanol company in South Dakota *New England Clean Energy Council :*Pulled together by two of his VC clients - Hamant Taneja and Jeff Andrews :*Fellowship Boot Camp very successful - over 200 apps for 20 spots. Idea to give people from other industries exposure to regulation and energy industry :*I said I was aware of it, but knew I wouldn't compete against former entrepreneurs for so few slots :*My strength is my breadth across the multiple areas vital for success - most from other industries don't have that :*Nick D'Arbeloff is Alex's nephew - started and ran several software companies *Headhunters are active in this area - unlike other areas, not an inside job - need to reach outside to find people. (Much more worthwhile to pursue...) :*'''[http://www.russellreynolds.com/bio.asp?consultantid=585 Lenny Vairo]''' at Russell Reynolds :*'''[http://www.polachi.com/OurTeam/CharleyPolachi.html Charley Polachi]''' - [http://www.polachi.com Polachi] :*Was VP HR Data General, left in 80's :*Founded Fenwick Partners - Recruting firm was very successful, sold to Heidrick and Struggles in '98-'99. Stayed a short time. :*Learned yacht building, got that out of his system :*Founded a new firm in early 2002 with his brother; intended to keep it small, but he's a Type A, so it's now 25 people. :*I/T,etc., but now doing clean teach '''Venture Capital Firms and Contacts''' *'''Hamant Taneja - General Catalyst Partners''' :*One of NECEC founders :*Indian, came with family when he was 14; crowded into a Brookline apartment *'''Jim Mattheson - Flagship Ventures''' :*Top Gun Instructor - led missions during Desert Storm :*Backers of '''Ze-Gen''' - construction waste and trash to SynGas ([http://www.boston.com/business/technology/articles/2008/08/25/betting_on_a_hot_market_for_syngas/ BBJ Article] ::*Bill Davis, CEO ::*Facility in New Bedford ::*Pursuing a "B" round - should be hiring *'''Chuck McDermott - Rockport Capital Partners''' :*Yale - (they've been at Babson E3 event - young Yale grad on panel. Depaj Malkani - zbill knows him *'''Dennis Costello - BraeMar''' :*Started in NY, opened Boston office. :*Focused on clean tech and energy :*'''John Reichenbach's''' father was the founder/CEO after he left Norton (was CEO there?) *'''Tom Bocan - Greylock Partners''' :*Client of Bill's :*Founded SQA, then Rational. Sold Rational to IBM, stayed required time, then left :*Nibbling at the clean energy space :*Focused on the demand side (conversation about the opportunities in conservation and the role of software) *'''Jeff Andrews - Atlas Ventures''' :*NECEC Co-founder :*Backers of A123 *'''Carmichael Roberts - Northbridge Ventures''' :*Also A123 backers *Center for Business and Environment at Yale :*Impressed by their work; hasn't had time to connect :*'''Brad Gentry''' is a friend of Roberta's. He is married to Eugenie Isbrandtsen (Andree's sister) :*They are good friends :*Jim Boyce at Yale's Office of Collaborative Research another good contact *Bill has been pushing Yale to be more engaged in entrepreneurship, starting faculty companies :*Supportive of YES - Yale Entrepreneurs S? *Studying for exams in December 1977 when got a call from Sen. Harrison Williams' office - an intern had to cancel because of a burst appendix. *Bill went down and worked with them ($500/month). He took a job (tending bar?) at Crazy Horse Saloon in Georgetown to help pay the bills *Met John McCain when he was a Navy liaison - impressed by him then (scared of him now) *After six months, they offered him a staff position if he stayed through end of calendar year *He started in Pierson, rowed with people in '79 in Calhoun, so decided to move to Calhoun to room with them *Met his wife Roberta at Yale Law *Moved to Boston - he started at Testa Hurwitz (and was there until they exploded), his wife started at Goodwin Procter. She went to work for Attorney General Frank Belotti, working on environmental regulation *NB: Roberta is a Junior Warden at All Saints Parish, Brookline (award to Paul Farmer noted on web) *Condo in Brookline early - got involved in Brookline politics through a dispute over rent control status of their condo. *Bill was Town Meeting member for 15 years, several other positions. Did the town redistricting in 1990 - his plan against another's (his won) - rent control people on other side *Roberta very active now - is on ConCom *Three children - oldest (Mary) is junior in Calhoun, two others in HS. *Active in Obama campaign o2gfddr4vnnrds9z6my43m4nrgqj5dl 1057 1056 2024-05-24T04:54:42Z Michael 1 1 revision imported 1056 wikitext text/x-wiki === 30 Sept 2008 === Meeting with Bill. *Cleantech is a great area *Should be able to make something happen *Bill will make an initial contact with his VC clients/friends and with the recruiters, then pass them off to me to follow up *10/6 Energy debate at MIT (Energy Club) - Jim Woolsey will represent the McCain side :*Woolsley, former CIA director, is at Goodwin Procter *10/16 Clean Energy for Obama event with Tom Daschle - $500 :*Daschle a director at Mascoma :*Got involved with energy after leaving Senate - Corn Ethanol company in South Dakota *New England Clean Energy Council :*Pulled together by two of his VC clients - Hamant Taneja and Jeff Andrews :*Fellowship Boot Camp very successful - over 200 apps for 20 spots. Idea to give people from other industries exposure to regulation and energy industry :*I said I was aware of it, but knew I wouldn't compete against former entrepreneurs for so few slots :*My strength is my breadth across the multiple areas vital for success - most from other industries don't have that :*Nick D'Arbeloff is Alex's nephew - started and ran several software companies *Headhunters are active in this area - unlike other areas, not an inside job - need to reach outside to find people. (Much more worthwhile to pursue...) :*'''[http://www.russellreynolds.com/bio.asp?consultantid=585 Lenny Vairo]''' at Russell Reynolds :*'''[http://www.polachi.com/OurTeam/CharleyPolachi.html Charley Polachi]''' - [http://www.polachi.com Polachi] :*Was VP HR Data General, left in 80's :*Founded Fenwick Partners - Recruting firm was very successful, sold to Heidrick and Struggles in '98-'99. Stayed a short time. :*Learned yacht building, got that out of his system :*Founded a new firm in early 2002 with his brother; intended to keep it small, but he's a Type A, so it's now 25 people. :*I/T,etc., but now doing clean teach '''Venture Capital Firms and Contacts''' *'''Hamant Taneja - General Catalyst Partners''' :*One of NECEC founders :*Indian, came with family when he was 14; crowded into a Brookline apartment *'''Jim Mattheson - Flagship Ventures''' :*Top Gun Instructor - led missions during Desert Storm :*Backers of '''Ze-Gen''' - construction waste and trash to SynGas ([http://www.boston.com/business/technology/articles/2008/08/25/betting_on_a_hot_market_for_syngas/ BBJ Article] ::*Bill Davis, CEO ::*Facility in New Bedford ::*Pursuing a "B" round - should be hiring *'''Chuck McDermott - Rockport Capital Partners''' :*Yale - (they've been at Babson E3 event - young Yale grad on panel. Depaj Malkani - zbill knows him *'''Dennis Costello - BraeMar''' :*Started in NY, opened Boston office. :*Focused on clean tech and energy :*'''John Reichenbach's''' father was the founder/CEO after he left Norton (was CEO there?) *'''Tom Bocan - Greylock Partners''' :*Client of Bill's :*Founded SQA, then Rational. Sold Rational to IBM, stayed required time, then left :*Nibbling at the clean energy space :*Focused on the demand side (conversation about the opportunities in conservation and the role of software) *'''Jeff Andrews - Atlas Ventures''' :*NECEC Co-founder :*Backers of A123 *'''Carmichael Roberts - Northbridge Ventures''' :*Also A123 backers *Center for Business and Environment at Yale :*Impressed by their work; hasn't had time to connect :*'''Brad Gentry''' is a friend of Roberta's. He is married to Eugenie Isbrandtsen (Andree's sister) :*They are good friends :*Jim Boyce at Yale's Office of Collaborative Research another good contact *Bill has been pushing Yale to be more engaged in entrepreneurship, starting faculty companies :*Supportive of YES - Yale Entrepreneurs S? *Studying for exams in December 1977 when got a call from Sen. Harrison Williams' office - an intern had to cancel because of a burst appendix. *Bill went down and worked with them ($500/month). He took a job (tending bar?) at Crazy Horse Saloon in Georgetown to help pay the bills *Met John McCain when he was a Navy liaison - impressed by him then (scared of him now) *After six months, they offered him a staff position if he stayed through end of calendar year *He started in Pierson, rowed with people in '79 in Calhoun, so decided to move to Calhoun to room with them *Met his wife Roberta at Yale Law *Moved to Boston - he started at Testa Hurwitz (and was there until they exploded), his wife started at Goodwin Procter. She went to work for Attorney General Frank Belotti, working on environmental regulation *NB: Roberta is a Junior Warden at All Saints Parish, Brookline (award to Paul Farmer noted on web) *Condo in Brookline early - got involved in Brookline politics through a dispute over rent control status of their condo. *Bill was Town Meeting member for 15 years, several other positions. Did the town redistricting in 1990 - his plan against another's (his won) - rent control people on other side *Roberta very active now - is on ConCom *Three children - oldest (Mary) is junior in Calhoun, two others in HS. *Active in Obama campaign o2gfddr4vnnrds9z6my43m4nrgqj5dl 0 545 1058 2014-06-11T15:32:18Z Greis>Michael 0 1058 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.blackrock.com Blackrock] is the world's largest asset manager *$4.3 trillion AUM (2014-06) *'''Responsible Investment''' [http://www.blackrock.com/corporate/en-us/about-us/responsible-investment/responsible-investment-reports Reports and Policies] ---- [[Category:Companies/Financial Services]] eaxldes4e3hgrlaqhyxypef89swm13h 1059 1058 2024-05-24T04:54:42Z Michael 1 1 revision imported 1058 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.blackrock.com Blackrock] is the world's largest asset manager *$4.3 trillion AUM (2014-06) *'''Responsible Investment''' [http://www.blackrock.com/corporate/en-us/about-us/responsible-investment/responsible-investment-reports Reports and Policies] ---- [[Category:Companies/Financial Services]] eaxldes4e3hgrlaqhyxypef89swm13h 0 546 1060 2020-08-26T18:24:35Z Greis>Michael 0 1060 wikitext text/x-wiki <!-- Can delete this section once the project page is created --> <!-- Also delete the category at the bottom of the page --> An [[project status::active]] [[activity type::work project]]. Begun 2020-05. [[shortname::{{SUBPAGENAME}}| ]] __NOTOC__ '''Concept:''' Provide Bloomberg research output and/or education & support to small/mid-size RIAs with interest in Sustainable Investing *For RIAs that have Bloomberg, help them make the best use of it. Typically, smaller firms with Bloomberg have one terminal that employees use as needed. Not likely to have the time or staff to make use of all the SI features Bloomberg already has, let alone the features being constantly added *For RIAs that don't have Bloomberg, conduct research on Bloomberg for them and provide them the results and guidance on using it. Project steps: *Further develop and refine descriptions for the possible services and the benefits *Due diligence research with RIAs on appeal, value, interest in potential adoption :*Initially informally with people I know well to get conceptual feedback and targeting information *If positive, develop material for a combined prospecting/due diligence effort *Determine how many/how much commitment needed to justify signing up for Bloomberg :*Idea is to have committed clients cover significant portion of first year license :*Although the contract is for one year, Troy said that they do offer/allow an out before then if the product isn't working out. That would reduce exposure and may allow signing on with a lower dollar commitment in hand <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} 5m3xkme2ftkjap1n88ubm82n0vtq32i 1061 1060 2024-05-24T04:54:42Z Michael 1 1 revision imported 1060 wikitext text/x-wiki <!-- Can delete this section once the project page is created --> <!-- Also delete the category at the bottom of the page --> An [[project status::active]] [[activity type::work project]]. Begun 2020-05. [[shortname::{{SUBPAGENAME}}| ]] __NOTOC__ '''Concept:''' Provide Bloomberg research output and/or education & support to small/mid-size RIAs with interest in Sustainable Investing *For RIAs that have Bloomberg, help them make the best use of it. Typically, smaller firms with Bloomberg have one terminal that employees use as needed. Not likely to have the time or staff to make use of all the SI features Bloomberg already has, let alone the features being constantly added *For RIAs that don't have Bloomberg, conduct research on Bloomberg for them and provide them the results and guidance on using it. Project steps: *Further develop and refine descriptions for the possible services and the benefits *Due diligence research with RIAs on appeal, value, interest in potential adoption :*Initially informally with people I know well to get conceptual feedback and targeting information *If positive, develop material for a combined prospecting/due diligence effort *Determine how many/how much commitment needed to justify signing up for Bloomberg :*Idea is to have committed clients cover significant portion of first year license :*Although the contract is for one year, Troy said that they do offer/allow an out before then if the product isn't working out. That would reduce exposure and may allow signing on with a lower dollar commitment in hand <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} 5m3xkme2ftkjap1n88ubm82n0vtq32i 0 547 1062 2020-08-26T18:10:32Z Greis>Michael 0 1062 wikitext text/x-wiki <!-- Can delete this section once the project page is created --> <!-- Also delete the category at the bottom of the page --> An [[project status::completed]] [[activity type::work project]]. Begun 2020-04. [[shortname::{{SUBPAGENAME}}| ]] __NOTOC__ <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} 3qp3vx6x08kehu8qqe9i4l9xnra3ms9 1063 1062 2024-05-24T04:54:42Z Michael 1 1 revision imported 1062 wikitext text/x-wiki <!-- Can delete this section once the project page is created --> <!-- Also delete the category at the bottom of the page --> An [[project status::completed]] [[activity type::work project]]. Begun 2020-04. [[shortname::{{SUBPAGENAME}}| ]] __NOTOC__ <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} 3qp3vx6x08kehu8qqe9i4l9xnra3ms9 0 548 1064 2020-05-20T20:00:44Z Greis>Michael 0 /* FA ESG */ 1064 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} ESG Analysis and information in Bloomberg *'''[[#ESG|ESG]]''' provides ESG Analysis of a loaded security (example - GILD ESG to analysis GILEAD SCIENCES) *'''[[#FA ESG|FA ESG]] provides financial ESG analysis of a loaded security *'''[[#BI BESGG|BI BIESGG]] Bloomberg Intelligence ESG Dashboard == ESG == ESG analysis for a security '''ESG''' ''Ticker'' '''Summary''' contains: *Better/Worse versus history and peers *ESG Scores (currently provides): :*RobecoSAM Rank - Total Sustainabilty Percentile Rank (1 - 100; 100 is best) :*Sustainalytics Rank - ESG Percentile Rank (1 - 100; 100 is best) :*Bloomberg ESG Disclosure Score - (1 - 100; 100 is best) :*ISS Quality Score - ISS Governance Quality Score - (1 - 10; 10 is highest risk) :*CDP Quality Score - Integrated Climate Performance Score (1 - 8; 8 is best) == FA ESG == ESG is one of the options/tabs in Financial Analysis (FA) for a security. '''FA''' ''ticker'' Sub-tabs available under the ESG option are: *Overview :*Overall Disclosure Score :*Selected Environmental, Social & Governance Metrics *Environmental :*Detailed environmental metrics *Social :*Detailed social metrics *Governance :*Detailed governance metrics *Exec & Dir Comp :*Executive & Director compensation details *ESG Ratios ('''FA ESGR''' ''ticker'') is the shortcut to this ESG sub-tab :*Disclosure Scores, GHG emissions, CO2, Energy, Water, Waste, Other Environmental, Social, Governance *CDP - Data points from CDP filings == BI BESGG == Bloomberg Intelligence ESG Dashboard Dashboard has three sections: *Research *Data Library *Monitor *BI BIESGG Robeco - RobecoSAM ratings :*Rated 1 - 100 (100 best) *BI BIESGG 1115 - Sustianalytics ratings *BI BIESGG IdealR - Ideal Ratings :*AAA - CCC :*Pass/Fail *BI BIESGG Arabesque - Arabesque ratings o7pmghzzjyslh3diqavbyrroji6yn7o 1065 1064 2024-05-24T04:54:42Z Michael 1 1 revision imported 1064 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} ESG Analysis and information in Bloomberg *'''[[#ESG|ESG]]''' provides ESG Analysis of a loaded security (example - GILD ESG to analysis GILEAD SCIENCES) *'''[[#FA ESG|FA ESG]] provides financial ESG analysis of a loaded security *'''[[#BI BESGG|BI BIESGG]] Bloomberg Intelligence ESG Dashboard == ESG == ESG analysis for a security '''ESG''' ''Ticker'' '''Summary''' contains: *Better/Worse versus history and peers *ESG Scores (currently provides): :*RobecoSAM Rank - Total Sustainabilty Percentile Rank (1 - 100; 100 is best) :*Sustainalytics Rank - ESG Percentile Rank (1 - 100; 100 is best) :*Bloomberg ESG Disclosure Score - (1 - 100; 100 is best) :*ISS Quality Score - ISS Governance Quality Score - (1 - 10; 10 is highest risk) :*CDP Quality Score - Integrated Climate Performance Score (1 - 8; 8 is best) == FA ESG == ESG is one of the options/tabs in Financial Analysis (FA) for a security. '''FA''' ''ticker'' Sub-tabs available under the ESG option are: *Overview :*Overall Disclosure Score :*Selected Environmental, Social & Governance Metrics *Environmental :*Detailed environmental metrics *Social :*Detailed social metrics *Governance :*Detailed governance metrics *Exec & Dir Comp :*Executive & Director compensation details *ESG Ratios ('''FA ESGR''' ''ticker'') is the shortcut to this ESG sub-tab :*Disclosure Scores, GHG emissions, CO2, Energy, Water, Waste, Other Environmental, Social, Governance *CDP - Data points from CDP filings == BI BESGG == Bloomberg Intelligence ESG Dashboard Dashboard has three sections: *Research *Data Library *Monitor *BI BIESGG Robeco - RobecoSAM ratings :*Rated 1 - 100 (100 best) *BI BIESGG 1115 - Sustianalytics ratings *BI BIESGG IdealR - Ideal Ratings :*AAA - CCC :*Pass/Fail *BI BIESGG Arabesque - Arabesque ratings o7pmghzzjyslh3diqavbyrroji6yn7o 0 549 1066 2020-05-21T12:20:01Z Greis>Michael 0 1066 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} Create sub-pages of this page to document the Bloomberg features researched and their capabilities? == Child and Resource Pages == {{#subpages:}} {{TopicalResources}} == SECF - Security Finder == Security Finder - gateway for finding all types of securities == DES - Security Description == Security Description - gateway to analysis functions for all types of securities '''DES''' ''ticker'' For a Fund or ETF, tabs are: *Profile *Performance *Holdings *Allocadtions (ETF) *Organizational == FA == Financial Analysis for a security '''FA''' ''ticker'' FA is available for Stocks, Warrants, Future, Options, Index Options, Corp?, Loans, PFDs, Muni or Indices FA Tabs: *Key Stats *I/S - Income Statement *B/S - Balance Sheet *C/F - Cash Flow *Ratios *Segments *Additional - Pensions, Benchmark comparisons, Contractual Obligations, industry specific information, lots of other stuff *'''ESG''' *Custom (Misc) *Shared (industry specific?) == COMP - Comparative Returns == Compare returns of securities == PORT - Portfolio Analytics == PORT ''ticker'' Use PORT to analyze a fund, ETF, index or a created portfolio == FSRC - Fund Screen == Analyze mutual funds, ETFs and similar instruments *Build and save screens == FTW - Factors to Watch == Factors to Watch == BI == Bloomberg Intelligence BI ESG For ESG dashboard == ETFs and Funds == Options (tabs) available for '''ETF'''s *Description *Performance *Holdings *Allocations *Organizational Related functions for ETFs: *'''TRA''' - Total Return Analysis (''ticker'' TRA) *'''PORT''' - Portfolio Analysis (''ticker'' PORT) q5i3wf424416tjsd6j7rgrxvrb8pwx1 1067 1066 2024-05-24T04:54:42Z Michael 1 1 revision imported 1066 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} Create sub-pages of this page to document the Bloomberg features researched and their capabilities? == Child and Resource Pages == {{#subpages:}} {{TopicalResources}} == SECF - Security Finder == Security Finder - gateway for finding all types of securities == DES - Security Description == Security Description - gateway to analysis functions for all types of securities '''DES''' ''ticker'' For a Fund or ETF, tabs are: *Profile *Performance *Holdings *Allocadtions (ETF) *Organizational == FA == Financial Analysis for a security '''FA''' ''ticker'' FA is available for Stocks, Warrants, Future, Options, Index Options, Corp?, Loans, PFDs, Muni or Indices FA Tabs: *Key Stats *I/S - Income Statement *B/S - Balance Sheet *C/F - Cash Flow *Ratios *Segments *Additional - Pensions, Benchmark comparisons, Contractual Obligations, industry specific information, lots of other stuff *'''ESG''' *Custom (Misc) *Shared (industry specific?) == COMP - Comparative Returns == Compare returns of securities == PORT - Portfolio Analytics == PORT ''ticker'' Use PORT to analyze a fund, ETF, index or a created portfolio == FSRC - Fund Screen == Analyze mutual funds, ETFs and similar instruments *Build and save screens == FTW - Factors to Watch == Factors to Watch == BI == Bloomberg Intelligence BI ESG For ESG dashboard == ETFs and Funds == Options (tabs) available for '''ETF'''s *Description *Performance *Holdings *Allocations *Organizational Related functions for ETFs: *'''TRA''' - Total Return Analysis (''ticker'' TRA) *'''PORT''' - Portfolio Analysis (''ticker'' PORT) q5i3wf424416tjsd6j7rgrxvrb8pwx1 0 550 1068 2017-01-12T14:46:27Z Greis>Michael 0 1068 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> Now at '''123 Newbury Street''', 2nd floor. BlueWave Renewables, formerly know as [http://www.bluewave-capital.com BlueWave Capital] LLC is a Boston-based renewable energy project development company with a focus on solar photovoltaic (PV) development. *As of {{color||2014-08-29}},(company web site) :*500 MW of project underdevelopment in US, South Africa and Caribbean :*"Particular" focus on Massachusetts - 30 MW or $100 million worth of projects completed or in construction and are currently the largest active solar developer *The company was also known as BlueWave Strategies for several years after it was founded in 2004 :*At that time, described itself as focusing on "complex real estate and project development involving renewable energy and smart growth" :*Listed as founded by John DeVillars and Elizabeth Carroll BlueWave Capital's work on the [[BlueWave Capital Projects#Multi-community Renewable Energy Procurement 2014-07-28|MAPC municipal procurement]] cites its busines partners: *[[involved::SunEdison]] for financing *[[involved::Borrego Solar]] for Engineering, Procurement and Construction (EPC) services *[[involved::RGS Energy]] for Engineering, Procurement and Construction (EPC) services {{Organizational Connections}} ---- [[Category:Companies/Sustainability]] pxf6yxa4g1f8cep0kgudluentbd70gu 1069 1068 2024-05-24T04:54:42Z Michael 1 1 revision imported 1068 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> Now at '''123 Newbury Street''', 2nd floor. BlueWave Renewables, formerly know as [http://www.bluewave-capital.com BlueWave Capital] LLC is a Boston-based renewable energy project development company with a focus on solar photovoltaic (PV) development. *As of {{color||2014-08-29}},(company web site) :*500 MW of project underdevelopment in US, South Africa and Caribbean :*"Particular" focus on Massachusetts - 30 MW or $100 million worth of projects completed or in construction and are currently the largest active solar developer *The company was also known as BlueWave Strategies for several years after it was founded in 2004 :*At that time, described itself as focusing on "complex real estate and project development involving renewable energy and smart growth" :*Listed as founded by John DeVillars and Elizabeth Carroll BlueWave Capital's work on the [[BlueWave Capital Projects#Multi-community Renewable Energy Procurement 2014-07-28|MAPC municipal procurement]] cites its busines partners: *[[involved::SunEdison]] for financing *[[involved::Borrego Solar]] for Engineering, Procurement and Construction (EPC) services *[[involved::RGS Energy]] for Engineering, Procurement and Construction (EPC) services {{Organizational Connections}} ---- [[Category:Companies/Sustainability]] pxf6yxa4g1f8cep0kgudluentbd70gu 0 551 1070 2015-03-26T16:24:14Z Greis>Michael 0 /* 2014-12-04 BWC PPAs with Housing Authorities */ new section 1070 wikitext text/x-wiki == 2015-03-09 BWC Receives award for New Bedford project == BWC and its partners have been awarded the 2015 PV Project of Distinction Award by the Solar Energy Industries Association and the Solar Electric Power Association. The award recognizes major achievements within the solar industry in the Northeastern United States. The 1.75 MWDC project, “Sullivan’s Ledge”, is located on a former CERCLIS-listed (Superfund), city-owned landfill in New Bedford Massachusetts. The award recognizes the efforts of a diverse set of more than twenty public agencies and community stakeholders as a model for community engagement and collaboration on brownfield properties. Source:[http://www.necec.org/member-news-details/pv-america-grants-bluewave-capital-project-of-distinction-for-superfund-solar-site-3330.html NECEC news] == 2014-12-04 BWC PPAs with Housing Authorities == [[involved::SunEdison]] To Deliver $60 Million In Utility Bill Savings To Massachusetts Low Income Housing Authorities - 39.5 Megawatts of solar to be installed across Mass. :20 year power purchase agreements to housing authorities including: New Bedford, Brockton, Somerville, Barnstable, Fairhaven, Fall River, Gardner, Leominster, Northampton, Plymouth, Somerset, and Winchendon. Source:[http://www.prnewswire.com/news-releases/sunedison-to-deliver-60-million-in-utility-bill-savings-to-massachusetts-low-income-housing-authorities-300003578.html Press Release] 5ngedgrj0tkdeohgtr533lsjmdaq1dn 1071 1070 2024-05-24T04:54:42Z Michael 1 1 revision imported 1070 wikitext text/x-wiki == 2015-03-09 BWC Receives award for New Bedford project == BWC and its partners have been awarded the 2015 PV Project of Distinction Award by the Solar Energy Industries Association and the Solar Electric Power Association. The award recognizes major achievements within the solar industry in the Northeastern United States. The 1.75 MWDC project, “Sullivan’s Ledge”, is located on a former CERCLIS-listed (Superfund), city-owned landfill in New Bedford Massachusetts. The award recognizes the efforts of a diverse set of more than twenty public agencies and community stakeholders as a model for community engagement and collaboration on brownfield properties. Source:[http://www.necec.org/member-news-details/pv-america-grants-bluewave-capital-project-of-distinction-for-superfund-solar-site-3330.html NECEC news] == 2014-12-04 BWC PPAs with Housing Authorities == [[involved::SunEdison]] To Deliver $60 Million In Utility Bill Savings To Massachusetts Low Income Housing Authorities - 39.5 Megawatts of solar to be installed across Mass. :20 year power purchase agreements to housing authorities including: New Bedford, Brockton, Somerville, Barnstable, Fairhaven, Fall River, Gardner, Leominster, Northampton, Plymouth, Somerset, and Winchendon. Source:[http://www.prnewswire.com/news-releases/sunedison-to-deliver-60-million-in-utility-bill-savings-to-massachusetts-low-income-housing-authorities-300003578.html Press Release] 5ngedgrj0tkdeohgtr533lsjmdaq1dn 0 552 1072 2019-12-18T19:22:22Z Greis>Michael 0 1072 wikitext text/x-wiki [[project status::active| ]] [[shortname::{{SUBPAGENAME}}| ]] A [[Activity type::work project]] of business development for BlueWave Renewables, formerly [[involved::BlueWave Capital]]. == Active Prospect Table == *Information on all prospects and general prospecting information is on the '''[[BlueWave Renewables/BWR Prospects|Prospects]]''' page. {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::prospect]] [[prospect status::Active]] | mainlabel=- | ?#=PFA | ?shortname = Prospect | ?prospect status = Status | ?task id = Tasks | ?next step = Next Step | ?event date = Latest update | sort=shortname,event date | order=asc,desc | format=template | userparam=Prospect,Status,Tasks,Next Step,Latest Update | template=ProspectQueryOutput | introtemplate=QTH_5|Page Name | outrotemplate=QueryFooter }} {{OpenHidden|Create new prospect}} <inputbox> type=create default=BWR Prospects/ preload=BWRProspectBlankTemplate buttonlabel=Create new Prospect </inputbox> {{CloseHidden}} {{ProjectParentPage}} 92fdge7nayupgfpfktuomlqkrsadzav 1073 1072 2024-05-24T04:54:43Z Michael 1 1 revision imported 1072 wikitext text/x-wiki [[project status::active| ]] [[shortname::{{SUBPAGENAME}}| ]] A [[Activity type::work project]] of business development for BlueWave Renewables, formerly [[involved::BlueWave Capital]]. == Active Prospect Table == *Information on all prospects and general prospecting information is on the '''[[BlueWave Renewables/BWR Prospects|Prospects]]''' page. {{#ask: [[entity of::{{PAGENAME}}]] [[activity type::prospect]] [[prospect status::Active]] | mainlabel=- | ?#=PFA | ?shortname = Prospect | ?prospect status = Status | ?task id = Tasks | ?next step = Next Step | ?event date = Latest update | sort=shortname,event date | order=asc,desc | format=template | userparam=Prospect,Status,Tasks,Next Step,Latest Update | template=ProspectQueryOutput | introtemplate=QTH_5|Page Name | outrotemplate=QueryFooter }} {{OpenHidden|Create new prospect}} <inputbox> type=create default=BWR Prospects/ preload=BWRProspectBlankTemplate buttonlabel=Create new Prospect </inputbox> {{CloseHidden}} {{ProjectParentPage}} 92fdge7nayupgfpfktuomlqkrsadzav 0 553 1074 2017-09-29T18:04:19Z Greis>Michael 0 1074 wikitext text/x-wiki {{ProjectSubPage|project work|}} __NOTOC__ The primary business development opportunity with BlueWave Renewables is with '''Community Banks''' :*Earlier conversations on investment firms, RIAs, others interested in providing capital *[https://www5.fdic.gov/idasp/advSearchLanding.asp FDIC Bank search] {{OpenSection|Using this page}} Each segment can have three sections: *Prospect ideas are added in the '''Ideas''' section. *Once a prospect becomes active, a '''prospect record''' is created (see [[BlueWave Renewables|main project page]]) and the entry appears to the '''Active''' section. *Once closed (or not pursued), a prospect is moved to the '''Closed & Inactive''' section. {{CloseHidden}} == Ideas == {{OpenHidden|Create new prospect}} <inputbox> type=create default=BWR Prospects/ preload=BWRProspectBlankTemplate buttonlabel=Create new Prospect </inputbox> {{CloseHidden}} == Active == {{#ask: [[entity of::BlueWave Renewables]] [[activity type::prospect]] [[prospect status::Active]] | mainlabel=- | ?#=PFA | ?shortname = Prospect | ?prospect status = Status | ?task id = Tasks | ?next step = Next Step | ?event date = Latest update | sort=shortname,event date | order=asc,desc | format=template | userparam=Prospect,Status,Tasks,Next Step,Latest Update | template=ProspectQueryOutput | introtemplate=QTH_5|Page Name | outrotemplate=QueryFooter }} == Closed/Inactive == {{#ask: [[entity of::BlueWave Renewables]] [[activity type::prospect]] [[prospect status::Closed]] | mainlabel=- | ?#=PFA | ?shortname = Prospect | ?prospect status = Status | ?task id = Tasks | ?next step = Next Step | ?event date = Latest update | sort=shortname,event date | order=asc,desc | format=template | userparam=Prospect,Status,Tasks,Next Step,Latest Update | template=ProspectQueryOutput | introtemplate=QTH_5|Page Name | outrotemplate=QueryFooter }} == All == {{#ask: [[entity of::BlueWave Renewables]] [[activity type::prospect]] | mainlabel=- | ?#=PFA | ?shortname = Prospect | ?prospect status = Status | ?task id = Tasks | ?next step = Next Step | ?event date = Latest update | sort=prospect status,shortname | order=asc,asc | format=template | userparam=Prospect,Status,Tasks,Next Step,Latest Update | template=ProspectQueryOutput | introtemplate=QTH_5|Page Name | outrotemplate=QueryFooter }} e513jru5j43qjwrknjpr3lkc3z79ijc 1075 1074 2024-05-24T04:54:43Z Michael 1 1 revision imported 1074 wikitext text/x-wiki {{ProjectSubPage|project work|}} __NOTOC__ The primary business development opportunity with BlueWave Renewables is with '''Community Banks''' :*Earlier conversations on investment firms, RIAs, others interested in providing capital *[https://www5.fdic.gov/idasp/advSearchLanding.asp FDIC Bank search] {{OpenSection|Using this page}} Each segment can have three sections: *Prospect ideas are added in the '''Ideas''' section. *Once a prospect becomes active, a '''prospect record''' is created (see [[BlueWave Renewables|main project page]]) and the entry appears to the '''Active''' section. *Once closed (or not pursued), a prospect is moved to the '''Closed & Inactive''' section. {{CloseHidden}} == Ideas == {{OpenHidden|Create new prospect}} <inputbox> type=create default=BWR Prospects/ preload=BWRProspectBlankTemplate buttonlabel=Create new Prospect </inputbox> {{CloseHidden}} == Active == {{#ask: [[entity of::BlueWave Renewables]] [[activity type::prospect]] [[prospect status::Active]] | mainlabel=- | ?#=PFA | ?shortname = Prospect | ?prospect status = Status | ?task id = Tasks | ?next step = Next Step | ?event date = Latest update | sort=shortname,event date | order=asc,desc | format=template | userparam=Prospect,Status,Tasks,Next Step,Latest Update | template=ProspectQueryOutput | introtemplate=QTH_5|Page Name | outrotemplate=QueryFooter }} == Closed/Inactive == {{#ask: [[entity of::BlueWave Renewables]] [[activity type::prospect]] [[prospect status::Closed]] | mainlabel=- | ?#=PFA | ?shortname = Prospect | ?prospect status = Status | ?task id = Tasks | ?next step = Next Step | ?event date = Latest update | sort=shortname,event date | order=asc,desc | format=template | userparam=Prospect,Status,Tasks,Next Step,Latest Update | template=ProspectQueryOutput | introtemplate=QTH_5|Page Name | outrotemplate=QueryFooter }} == All == {{#ask: [[entity of::BlueWave Renewables]] [[activity type::prospect]] | mainlabel=- | ?#=PFA | ?shortname = Prospect | ?prospect status = Status | ?task id = Tasks | ?next step = Next Step | ?event date = Latest update | sort=prospect status,shortname | order=asc,asc | format=template | userparam=Prospect,Status,Tasks,Next Step,Latest Update | template=ProspectQueryOutput | introtemplate=QTH_5|Page Name | outrotemplate=QueryFooter }} e513jru5j43qjwrknjpr3lkc3z79ijc 0 554 1076 2017-09-28T21:37:22Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{Pr..." 1076 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} [[involved::Eric Graber-Lopez]] reached out to me {{color||2017-01-11}}. We discussed: *Solar as a component of community choice aggregation :*Poised for inclusion in new state solar program *Tapping into sustainable private investors (HNW, Family Offices) for debt capital *Debt capital from community banks '''Working with [[BlueWave Renewables/Community Banks|Community Banks]]''' Net Payments for: *Introductions only: '''10 bp''' *Introductions and continuing involvements: '''30 bp''' *Fee on '''$1,000,000''' commitment - {{hct|bg=transparent|$3,000}} *Target Loan Volume for '''$125,000''' income: {{hc|$42,000,000|bg=transparent}} 285fp8xp2z6d5bs0e8t7tte1m4qso6r 1077 1076 2024-05-24T04:54:43Z Michael 1 1 revision imported 1076 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} [[involved::Eric Graber-Lopez]] reached out to me {{color||2017-01-11}}. We discussed: *Solar as a component of community choice aggregation :*Poised for inclusion in new state solar program *Tapping into sustainable private investors (HNW, Family Offices) for debt capital *Debt capital from community banks '''Working with [[BlueWave Renewables/Community Banks|Community Banks]]''' Net Payments for: *Introductions only: '''10 bp''' *Introductions and continuing involvements: '''30 bp''' *Fee on '''$1,000,000''' commitment - {{hct|bg=transparent|$3,000}} *Target Loan Volume for '''$125,000''' income: {{hc|$42,000,000|bg=transparent}} 285fp8xp2z6d5bs0e8t7tte1m4qso6r 0 555 1078 2017-06-02T22:18:32Z Greis>Michael 0 1078 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Proposed structure from Eric (2017-04-03) '''Meetings with MA banks and credit unions about investing in BlueWave solar loan portfolio''' Talking points: *If they (the bank) are potentially interested in purchasing a $12-13M portfolio of high quality consumer loans (average credit score 750) originated for residential solar, you'd recommend they have a brief conversation with our team, especially if there is any interest in the potential for an ongoing relationship to purchase additional loan volume going forward as an established relationship. *The loans would help grow their unsecured asset base while providing a strong collateral position - while they are not secured against the home itself, they have both the equipment and the solar incentive revenue stream (SRECs) as collateral, so they can be thought of as high-quality unsecured consumer loans. We can explain more details and answer questions in a conversation with them if useful. *Several MA banks and credit unions are doing tens of millions of originations in the MA Solar Loan Program; loans of this type originated by BlueWave with our partner Avidia Bank comprise most of the loans for sale in this portfolio. We can provide more specifics about the volumes happening among MA banks for the solar loan program if useful. *If they ask, the average yield on the loans is effectively just north of 5%. The detail here is that while the interest rates to customers on several loans are lower, in the 1.89-3.99% range, that is due to the MA Solar Loan Program providing an interest rate buy down - the effective yield is in the 5-5.25% range. '''Options for project payments''' (either 1 or 2) #If you make an intro and set up a high quality initial meeting that leads to a loan sale to that bank: $10,000 for $10M of loan volume purchased resulting from that intro. (Scale the $10,000 according to the loan volume purchased) #If you do (1) and also stay involved in conversations and relationships to move the bank/investor to buy loans: $30,000 for $10M of loan volume purchased (Scale the $30,000 according to the volume purchased) '''Goal''' would be to have 6-8 introductions and high quality initial meetings, ultimately leading to 1-3 banks investing in the portfolio ---- dtk1hx2pgbostnr9xej47ruipp2073j 1079 1078 2024-05-24T04:54:43Z Michael 1 1 revision imported 1078 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Proposed structure from Eric (2017-04-03) '''Meetings with MA banks and credit unions about investing in BlueWave solar loan portfolio''' Talking points: *If they (the bank) are potentially interested in purchasing a $12-13M portfolio of high quality consumer loans (average credit score 750) originated for residential solar, you'd recommend they have a brief conversation with our team, especially if there is any interest in the potential for an ongoing relationship to purchase additional loan volume going forward as an established relationship. *The loans would help grow their unsecured asset base while providing a strong collateral position - while they are not secured against the home itself, they have both the equipment and the solar incentive revenue stream (SRECs) as collateral, so they can be thought of as high-quality unsecured consumer loans. We can explain more details and answer questions in a conversation with them if useful. *Several MA banks and credit unions are doing tens of millions of originations in the MA Solar Loan Program; loans of this type originated by BlueWave with our partner Avidia Bank comprise most of the loans for sale in this portfolio. We can provide more specifics about the volumes happening among MA banks for the solar loan program if useful. *If they ask, the average yield on the loans is effectively just north of 5%. The detail here is that while the interest rates to customers on several loans are lower, in the 1.89-3.99% range, that is due to the MA Solar Loan Program providing an interest rate buy down - the effective yield is in the 5-5.25% range. '''Options for project payments''' (either 1 or 2) #If you make an intro and set up a high quality initial meeting that leads to a loan sale to that bank: $10,000 for $10M of loan volume purchased resulting from that intro. (Scale the $10,000 according to the loan volume purchased) #If you do (1) and also stay involved in conversations and relationships to move the bank/investor to buy loans: $30,000 for $10M of loan volume purchased (Scale the $30,000 according to the volume purchased) '''Goal''' would be to have 6-8 introductions and high quality initial meetings, ultimately leading to 1-3 banks investing in the portfolio ---- dtk1hx2pgbostnr9xej47ruipp2073j 0 556 1080 2017-06-02T17:13:30Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2017-06-02 == Follow-up to Needham B..." 1080 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2017-06-02 == Follow-up to Needham Bank meeting *Use his slides/data for Solar 101 * or3xfrv8fv4oy4qaxeam0n8t8631tzq 1081 1080 2024-05-24T04:54:43Z Michael 1 1 revision imported 1080 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == 2017-06-02 == Follow-up to Needham Bank meeting *Use his slides/data for Solar 101 * or3xfrv8fv4oy4qaxeam0n8t8631tzq 0 557 1082 2017-09-29T18:12:01Z Greis>Michael 0 1082 wikitext text/x-wiki {{ProjectSubPage|project work|}} *[https://www5.fdic.gov/idasp/advSearchLanding.asp FDIC Bank search] *[http://www.fdic.gov FDIC home page] == Bank Charter Class == (From the FDIC bank search site) *N = commercial bank, national (federal) charter and Fed member, supervised by the Office of the Comptroller of the Currency (OCC) *SM = commercial or savings bank, state charter and Fed member, supervised by the Federal Reserve (FRB) *NM = commercial bank, state charter and Fed nonmember, supervised by the FDIC or OCC *SB = savings banks, state charter, supervised by the FDIC *SA = As of July 21, 2011, FDIC supervised state chartered thrifts and OCC supervised federally chartered thrifts. Prior to that date, state or federally chartered savings associations supervised by the Office of Thrift Supervision (OTS). *OI = insured U.S. branch of a foreign chartered institution (IBA) phfkozoygf58e8uo2ntzdk0udg2v4tt 1083 1082 2024-05-24T04:54:43Z Michael 1 1 revision imported 1082 wikitext text/x-wiki {{ProjectSubPage|project work|}} *[https://www5.fdic.gov/idasp/advSearchLanding.asp FDIC Bank search] *[http://www.fdic.gov FDIC home page] == Bank Charter Class == (From the FDIC bank search site) *N = commercial bank, national (federal) charter and Fed member, supervised by the Office of the Comptroller of the Currency (OCC) *SM = commercial or savings bank, state charter and Fed member, supervised by the Federal Reserve (FRB) *NM = commercial bank, state charter and Fed nonmember, supervised by the FDIC or OCC *SB = savings banks, state charter, supervised by the FDIC *SA = As of July 21, 2011, FDIC supervised state chartered thrifts and OCC supervised federally chartered thrifts. Prior to that date, state or federally chartered savings associations supervised by the Office of Thrift Supervision (OTS). *OI = insured U.S. branch of a foreign chartered institution (IBA) phfkozoygf58e8uo2ntzdk0udg2v4tt 0 558 1084 2017-06-21T20:14:19Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} Conversation with '''Wells Howe''' of B..." 1084 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} Conversation with '''Wells Howe''' of BlueWave Solar [[activity date::2016-10-03]] about BlueWave's Community Solar program and plans. *Want to understand their new business model and plans (I had talked with John DeVillars about community solar when I first began working with him on municipal solar.) *Investigating possible connection for Green Needham follow-on solar program '''Notes''': Wells: *Joined BlueWave about 14 months ago *Head up channel partners and outside sales teams/relationships :*For Community Solar and solar loans in MA '''Loans''' *Participating in the MA Solar Loan program :*10-year loan (like all others) - 1.89% ::*Weymouth & North Brookfield had 1.5%, but had to hold off :*10 year loan for anyone 6% *Working with 30 install partners :*all online through portal ::*Have gained (traction?) Mass CEC buy-down program - '''3%''' of interest rate :*Slow adoption originally....ramped up :*80-85% (purchase with loan vs. non-loan or lease?) Loan criteria - constructed own *10-year loan :*only thing that's different is the qualification criteria... :*begin interest-only payments immediately (1st 12 months) Traditional loans - are cash-flow positives :*More volume in Sept than all months before ::*More in Aug. :*30-35 partners - many overlap into community solar '''Community Solar''' *Two projects operational - Fairhaven & Oxford :*Painful manual process with Utilities - fixed :*60 customers per installation live *16 MW project (3rd) in Oxford - 300 customers (some small business - up to 25kW allowed) :*Past NCT; in construction *5-6 projects - actively soliciting :*25 MW by end of year :*40 MW next year (almost all load zones) *NEMA project - live toward end of next year *Community Solar structure for BlueWave :*Annual spend - ::*Size the customers based on their bill ::*Back out an average annual spend (kWh doesn't matter) ::*MMC - how are you thinking about that? ::*Floating 10% to electric bill over 20 years 0r0uoixsibnx2o47xbasc85u1lmz1up 1085 1084 2024-05-24T04:54:43Z Michael 1 1 revision imported 1084 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} Conversation with '''Wells Howe''' of BlueWave Solar [[activity date::2016-10-03]] about BlueWave's Community Solar program and plans. *Want to understand their new business model and plans (I had talked with John DeVillars about community solar when I first began working with him on municipal solar.) *Investigating possible connection for Green Needham follow-on solar program '''Notes''': Wells: *Joined BlueWave about 14 months ago *Head up channel partners and outside sales teams/relationships :*For Community Solar and solar loans in MA '''Loans''' *Participating in the MA Solar Loan program :*10-year loan (like all others) - 1.89% ::*Weymouth & North Brookfield had 1.5%, but had to hold off :*10 year loan for anyone 6% *Working with 30 install partners :*all online through portal ::*Have gained (traction?) Mass CEC buy-down program - '''3%''' of interest rate :*Slow adoption originally....ramped up :*80-85% (purchase with loan vs. non-loan or lease?) Loan criteria - constructed own *10-year loan :*only thing that's different is the qualification criteria... :*begin interest-only payments immediately (1st 12 months) Traditional loans - are cash-flow positives :*More volume in Sept than all months before ::*More in Aug. :*30-35 partners - many overlap into community solar '''Community Solar''' *Two projects operational - Fairhaven & Oxford :*Painful manual process with Utilities - fixed :*60 customers per installation live *16 MW project (3rd) in Oxford - 300 customers (some small business - up to 25kW allowed) :*Past NCT; in construction *5-6 projects - actively soliciting :*25 MW by end of year :*40 MW next year (almost all load zones) *NEMA project - live toward end of next year *Community Solar structure for BlueWave :*Annual spend - ::*Size the customers based on their bill ::*Back out an average annual spend (kWh doesn't matter) ::*MMC - how are you thinking about that? ::*Floating 10% to electric bill over 20 years 0r0uoixsibnx2o47xbasc85u1lmz1up 0 559 1086 2014-10-22T21:03:59Z Greis>Michael 0 1086 wikitext text/x-wiki [[entity of::BlueWave Capital]] projects == Multi-community Renewable Energy Procurement {{color||2014-07-28}} == BlueWave Capital assumes responsibility for [[is a member of::MAPC]] multi-community competitive procurement for renewable energy. *BlueWave will be the project developer for renewable energy projects in 17 communities. *The 17 communities will be able to enter into long-term energy services agreement to purchase the electricity from the projects being developed on parking lots, school roofs, landfills and other publicly-owned spaces in their communities *BlueWave's partners include: :*[[contributed to::SunEdison]] will provide project financing :*[[contributed to::Borrego Solar]] and [[contributed to::RGS Energy]] will serve as the engineering, procurement and construction contractors on the projects. *The 17 participating towns include Belmont, Beverly, Boxborough, Brookline, Chelsea, Hudson, Lincoln, Marlborough, Medford, Medway, Melrose, Reading, Sherborn, Wayland, Weston, Weymouth and Winthrop. *[[involvement::Rebecca Davis]], Director of MAPC's Clean Energy Division, commented. *The [http://www.mapc.org/regional-solar original procurement], in Fall 2012, chose Broadway Electric. :*[http://www.mapc.org/sites/default/files/Memo_MAPC-Regional-Solar-Initiative_Feb2013.pdf 2013-02 announcement] :*In January, 2014, Broadway closed operations. :*BlueWave Capital was chosen to take over (BlueWave was ranked 2nd in the original procurement) :*Not mentioned in this article (see [#Brookline|Brookline] below. BlueWave's partnership offers other opportunities/advantages for the municipalities involved with this procurement: :*Development of landfills, brownfields, parking lots and other under-utilized sites central to community redevelopment; :*Alliances with Mayors, Town Managers and other municipal executives to promote community solar for local businesses and residents; :*Extensive use of local contractors; :*Collaboration with regional vocational technical schools and other green job training organizations; :*Development of educational programs for local schools. Information from: Renewable Energy World, BlueWave Capital [http://bluewave-capital.com/2014/07/bluewave-capital-selected-metropolitan-area-planning-council-mapc-initiative-build-solar-photovoltaic-projects-17-greater-boston-communities-2/ press release] === Brookline === Information from Wicked Local Brookline {{color||2014-07-29}} *BlueWave Capital taking over for Broadway Electric, who had previously been chosen by the MAPC, but closed their operations in January, 2014 :*Sold projects to (BlueWave? SunEdison?) *Projects to be considered: Main Library and the Evelyn Kirrane Aquatics Center *Project approved: Singletree Hill Reservoir in Chestnut Hill *Already installed: Health Department building and Putterham Branch Library. == New Bedford == Solar PV installations are a key to leading a renaissance for New Bedford. '''Sullivan's Ledge''' - article from [http://www.renewableenergyworld.com/rea/news/article/2014/09/massachusetts-city-leads-by-example-with-1-8-mw-brownfield-solar-project?cmpid=WNL-Wednesday-September24-2014 REWorld] {{color||2014-09-19}} *Project commissioning attended by Mayor Jon Mitchell, EPA Administrator [[involvement::Gina McCarty]], DEP Commissioner [[involvement::David Cash]] *1.88 MW *10 acres, 5,000 panels *$2.7 million savings over 20 years *3rd BlueWave project in New Bedford *Financing by SunEdison '''Rafaelle Road''' - article from [[http://www.bostonglobe.com/metro/regionals/south/2014/08/16/gravel-pit-transformed-into-solar-field/UTnZKds6vAYGbQf56LJyjN/story.html Boston Globe South]] {{color||2014-08-16}} *5.67 acre former gravel pit *7m kWh annual production; 18,000 panels *Construction began 2013-10; began producing power in 2014-06 *Also benefits Plymouth through property tax payment * '''Where Whale Oil Once Reigned, a Town Looks to Renewable Energy''' - WSJ [http://online.wsj.com/news/articles/SB10001424052702303678404579536213202032436?KEYWORDS=bluewave+capital&mg=reno64-wsj article] {{color||2014-05-18}} *By Peter Green *Notes that Mayor Jon Mitchell is a "former federal prosecutor who spent seven years chasing Boston mobster Whitey Bulger" New Bedford is leading a renaissance by installing so == Sale of projects to SunEdison {{color||2014-06-19}} == Bluewave Capital sold '''50 MW''' of operational solar projects to SunEdison :*Largest sale of solar assets in MA :*12 projects - all operational by 2014-06-30 :*SunEdison will be owner operator :*Net Metering Agreements in place to sell net metering credits to: ::*City of New Bedford, the Towns of Bourne, Palmer, Webster and Winthrop, several state colleges including Cape Cod Community College, Middlesex Community College, and the Massachusetts Maritime Academy, several housing authorities (Fall River, Plymouth, Fairhaven and Barnstable). == Sales of projects to Clean Energy Collective {{color||2014-04-02}} == BlueWave capital sold 2 projects to Denver-based [[is a member of::Clean Energy Collective]] *997 kW community solar facility in Hadley, Mass., named the Western Massachusetts Community Solar Array (WMECo) *997 kW facility in Rehoboth, Mass. called the Southeastern Massachusetts Community Solar Array to serve (NGrid) Allows CEC to expand its community solar model into Massachusetts *Rehoboth array open for business - CEC [http://www.masscommunitysolar.com/Shownews.aspx?ID=a15751b3-f57d-4437-a2f3-1a736fa38671 press release] {{color||2014-08-21}} :Attending opening ceremony [[attended::Jeffrey Ritter]], Town Administrator for the Town of Rehoboth; [[attended::Meg Lusardi]], Acting Commissioner of the Massachusetts Department of Energy Resources; [[attended::Robert Terravecchia]], CEO Weymouth Bank; and [[attended::Paul Spencer]], Founder and CEO of Clean Energy Collective. == BlueWave and RGS to deploy four projects {{color||2014-01-03}} == [[is a member of::Real Goods Solar]] will design, install, monitor and maintain four systems totaling '''3.5 MW'''. *The company expects to begin construction in March 2014 and to be completed in June of 2014. aqvovngosr2g5ncyaet88s5c7cczewr 1087 1086 2024-05-24T04:54:43Z Michael 1 1 revision imported 1086 wikitext text/x-wiki [[entity of::BlueWave Capital]] projects == Multi-community Renewable Energy Procurement {{color||2014-07-28}} == BlueWave Capital assumes responsibility for [[is a member of::MAPC]] multi-community competitive procurement for renewable energy. *BlueWave will be the project developer for renewable energy projects in 17 communities. *The 17 communities will be able to enter into long-term energy services agreement to purchase the electricity from the projects being developed on parking lots, school roofs, landfills and other publicly-owned spaces in their communities *BlueWave's partners include: :*[[contributed to::SunEdison]] will provide project financing :*[[contributed to::Borrego Solar]] and [[contributed to::RGS Energy]] will serve as the engineering, procurement and construction contractors on the projects. *The 17 participating towns include Belmont, Beverly, Boxborough, Brookline, Chelsea, Hudson, Lincoln, Marlborough, Medford, Medway, Melrose, Reading, Sherborn, Wayland, Weston, Weymouth and Winthrop. *[[involvement::Rebecca Davis]], Director of MAPC's Clean Energy Division, commented. *The [http://www.mapc.org/regional-solar original procurement], in Fall 2012, chose Broadway Electric. :*[http://www.mapc.org/sites/default/files/Memo_MAPC-Regional-Solar-Initiative_Feb2013.pdf 2013-02 announcement] :*In January, 2014, Broadway closed operations. :*BlueWave Capital was chosen to take over (BlueWave was ranked 2nd in the original procurement) :*Not mentioned in this article (see [#Brookline|Brookline] below. BlueWave's partnership offers other opportunities/advantages for the municipalities involved with this procurement: :*Development of landfills, brownfields, parking lots and other under-utilized sites central to community redevelopment; :*Alliances with Mayors, Town Managers and other municipal executives to promote community solar for local businesses and residents; :*Extensive use of local contractors; :*Collaboration with regional vocational technical schools and other green job training organizations; :*Development of educational programs for local schools. Information from: Renewable Energy World, BlueWave Capital [http://bluewave-capital.com/2014/07/bluewave-capital-selected-metropolitan-area-planning-council-mapc-initiative-build-solar-photovoltaic-projects-17-greater-boston-communities-2/ press release] === Brookline === Information from Wicked Local Brookline {{color||2014-07-29}} *BlueWave Capital taking over for Broadway Electric, who had previously been chosen by the MAPC, but closed their operations in January, 2014 :*Sold projects to (BlueWave? SunEdison?) *Projects to be considered: Main Library and the Evelyn Kirrane Aquatics Center *Project approved: Singletree Hill Reservoir in Chestnut Hill *Already installed: Health Department building and Putterham Branch Library. == New Bedford == Solar PV installations are a key to leading a renaissance for New Bedford. '''Sullivan's Ledge''' - article from [http://www.renewableenergyworld.com/rea/news/article/2014/09/massachusetts-city-leads-by-example-with-1-8-mw-brownfield-solar-project?cmpid=WNL-Wednesday-September24-2014 REWorld] {{color||2014-09-19}} *Project commissioning attended by Mayor Jon Mitchell, EPA Administrator [[involvement::Gina McCarty]], DEP Commissioner [[involvement::David Cash]] *1.88 MW *10 acres, 5,000 panels *$2.7 million savings over 20 years *3rd BlueWave project in New Bedford *Financing by SunEdison '''Rafaelle Road''' - article from [[http://www.bostonglobe.com/metro/regionals/south/2014/08/16/gravel-pit-transformed-into-solar-field/UTnZKds6vAYGbQf56LJyjN/story.html Boston Globe South]] {{color||2014-08-16}} *5.67 acre former gravel pit *7m kWh annual production; 18,000 panels *Construction began 2013-10; began producing power in 2014-06 *Also benefits Plymouth through property tax payment * '''Where Whale Oil Once Reigned, a Town Looks to Renewable Energy''' - WSJ [http://online.wsj.com/news/articles/SB10001424052702303678404579536213202032436?KEYWORDS=bluewave+capital&mg=reno64-wsj article] {{color||2014-05-18}} *By Peter Green *Notes that Mayor Jon Mitchell is a "former federal prosecutor who spent seven years chasing Boston mobster Whitey Bulger" New Bedford is leading a renaissance by installing so == Sale of projects to SunEdison {{color||2014-06-19}} == Bluewave Capital sold '''50 MW''' of operational solar projects to SunEdison :*Largest sale of solar assets in MA :*12 projects - all operational by 2014-06-30 :*SunEdison will be owner operator :*Net Metering Agreements in place to sell net metering credits to: ::*City of New Bedford, the Towns of Bourne, Palmer, Webster and Winthrop, several state colleges including Cape Cod Community College, Middlesex Community College, and the Massachusetts Maritime Academy, several housing authorities (Fall River, Plymouth, Fairhaven and Barnstable). == Sales of projects to Clean Energy Collective {{color||2014-04-02}} == BlueWave capital sold 2 projects to Denver-based [[is a member of::Clean Energy Collective]] *997 kW community solar facility in Hadley, Mass., named the Western Massachusetts Community Solar Array (WMECo) *997 kW facility in Rehoboth, Mass. called the Southeastern Massachusetts Community Solar Array to serve (NGrid) Allows CEC to expand its community solar model into Massachusetts *Rehoboth array open for business - CEC [http://www.masscommunitysolar.com/Shownews.aspx?ID=a15751b3-f57d-4437-a2f3-1a736fa38671 press release] {{color||2014-08-21}} :Attending opening ceremony [[attended::Jeffrey Ritter]], Town Administrator for the Town of Rehoboth; [[attended::Meg Lusardi]], Acting Commissioner of the Massachusetts Department of Energy Resources; [[attended::Robert Terravecchia]], CEO Weymouth Bank; and [[attended::Paul Spencer]], Founder and CEO of Clean Energy Collective. == BlueWave and RGS to deploy four projects {{color||2014-01-03}} == [[is a member of::Real Goods Solar]] will design, install, monitor and maintain four systems totaling '''3.5 MW'''. *The company expects to begin construction in March 2014 and to be completed in June of 2014. aqvovngosr2g5ncyaet88s5c7cczewr 0 560 1088 2017-01-25T23:04:44Z Greis>Michael 0 1088 wikitext text/x-wiki An archive of material (pages) related to Bluewire Partners. {{TopicalResources|BWP}} ---- [[Category:Career]] bbeyr6suat14tv85jhajm0dz7jv3ud2 1089 1088 2024-05-24T04:54:43Z Michael 1 1 revision imported 1088 wikitext text/x-wiki An archive of material (pages) related to Bluewire Partners. {{TopicalResources|BWP}} ---- [[Category:Career]] bbeyr6suat14tv85jhajm0dz7jv3ud2 0 561 1090 2017-01-12T14:42:11Z Greis>Michael 0 1090 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Kepos Capital LP|212 588-7412 |blitterman@gmail.com|Chairman of the Risk Committee}} Leading figure in risk management *Introduced by [[introduced by::Charley Ellis]] *co-developer of the Black-Litterman Global Asset Allocation Model *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Conference listing === 1:45 – 2:45 p.m. - GENERAL SESSION II *Environmental Risk Management: Incentives and Implications During this session panelists will explore environmental challenges, changing resources, new regulations, clean technology and legal and litigation environments, as well as evaluate incentives and implications. Environmental risk factors will be analyzed with associated markets, insurance and social mechanisms. The following questions will be explored: What is the environmental evidence over short and long horizons? How can you make environmental impact measurable, visible and manageable for businesses, governments, institutions and individuals? What will such changes mean for stranded assets? What are the political challenges, such as carbon credit limits? What are the insurance implications from catastrophes impacting the 45 percent of the world’s population that lives around the coast? Analysis and mitigation requires multiple sources of data and changing behavior in multiple fields, including energy and water use, healthcare, transportation and sustainable agriculture and food distribution. Attend the session to learn more about how analysis and mitigation answer these questions. Moderator: *Mark Abbott, Head of Quantitative Risk Management, Guardian Life Panelists: *Ron Dembo, PhD, Founder and CEO, Zerofootprint *Bob Litterman, Chair, Risk Management Committee, Kepos Capital *Jacob Rosengarten, EVP and CRO, XL Capital === Bios === *[http://www.climatecentral.org/what-we-do/people/bob-litterman Bio] from [[is on board of::Climate Central]] Bob is a Founding Partner and Chairman of the Risk Committee at Kepos Capital, LP (global macro strategies, $2b). As of late 2014, Bob is the Executive Editor of the Financial Analysts Journal. Robert Wood Johnson Foundation [http://www.rwjf.org/en/about-rwjf/leadership-staff/board-of-trustees/robert-b--litterman.html web site] Robert B. Litterman, PhD, was elected to the Robert Wood Johnson Foundation Board of Trustees in July 2013; prior to that, he served as adviser to the Investment Committee of the Foundation’s Board since October 2009. Litterman, known as a groundbreaking figure in the field of risk management, serves as chairman of the risk committee of [[is on board of::Kepos Capital]], LP, a globally focused asset management firm. He joined Kepos Capital in 2010. Litterman retired from [[worked for::Goldman Sachs]] & Co. on December 31, 2009, after a 23-year career in research, risk management, investments, and thought leadership roles. At retirement, he was chairman of the Quantitative Investment Strategies Group of Goldman Sachs Asset Management. Prior to moving to the investment management division, Litterman was head of the firmwide risk department. Preceding his time in the operations, technology & finance division, he spent eight years in the fixed income division research department, where he was co-director. While at Goldman Sachs, Litterman spent six years (2004-10) as one of three external advisers to Singapore’s Government Investment Corporation [[was on board of::Singapore GIC| ]]. Litterman joined Goldman Sachs in 1986 and became a partner of the firm in 1994. Litterman is credited with envisioning and leading the creation of Goldman’s first enterprise-wide, integrated risk management function and, during his tenure there, he researched and published a number of groundbreaking papers in asset allocation and risk management. He is the co-developer, along with the late Fischer Black, of the Black-Litterman Global Asset Allocation Model, a tool widely used in the investment management industry. He also has co-authored books including The Practice of Risk Management and Modern Investment Management: An Equilibrium Approach. Prior to joining Goldman Sachs, Litterman was an assistant vice president in the research department of the [[worked for::Federal Reserve Bank of Minneapolis]], as well as an assistant professor in the economics department at the Massachusetts Institute of Technology [[worked for::MIT]]. Litterman serves on a number of boards, including [[is on board of::Commonfund]], where he was elected chair in 2014; [[is on board of::Resources for the Future]]; [[is on board of::Sloan Foundation]]; and [[is on board of::World Wildlife Fund]]. Litterman earned a PhD in economics from the [[alumnus of::University of Minnesota]] and a BS in human biology from [[alumnus of::Stanford University]]. He was inducted into Risk magazine’s Risk Management Hall of Fame and named the 2013 Risk Manager of the Year by the Global Association of Risk Professionals. In 2012, he was the inaugural recipient of the S. Donald Sussman Fellowship at MIT’s Sloan School of Management. In 2008, he received the Nicholas Molodovsky Award from the CFA Institute Board as well as the International Association of Financial Engineers/SunGard Financial Engineer of the Year Award.Source and date ---- [[Category:People/Finance|Litterman]] b5da6iqwo4wqhujdke71c28q0q50v53 1091 1090 2024-05-24T04:54:43Z Michael 1 1 revision imported 1090 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Kepos Capital LP|212 588-7412 |blitterman@gmail.com|Chairman of the Risk Committee}} Leading figure in risk management *Introduced by [[introduced by::Charley Ellis]] *co-developer of the Black-Litterman Global Asset Allocation Model *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Conference listing === 1:45 – 2:45 p.m. - GENERAL SESSION II *Environmental Risk Management: Incentives and Implications During this session panelists will explore environmental challenges, changing resources, new regulations, clean technology and legal and litigation environments, as well as evaluate incentives and implications. Environmental risk factors will be analyzed with associated markets, insurance and social mechanisms. The following questions will be explored: What is the environmental evidence over short and long horizons? How can you make environmental impact measurable, visible and manageable for businesses, governments, institutions and individuals? What will such changes mean for stranded assets? What are the political challenges, such as carbon credit limits? What are the insurance implications from catastrophes impacting the 45 percent of the world’s population that lives around the coast? Analysis and mitigation requires multiple sources of data and changing behavior in multiple fields, including energy and water use, healthcare, transportation and sustainable agriculture and food distribution. Attend the session to learn more about how analysis and mitigation answer these questions. Moderator: *Mark Abbott, Head of Quantitative Risk Management, Guardian Life Panelists: *Ron Dembo, PhD, Founder and CEO, Zerofootprint *Bob Litterman, Chair, Risk Management Committee, Kepos Capital *Jacob Rosengarten, EVP and CRO, XL Capital === Bios === *[http://www.climatecentral.org/what-we-do/people/bob-litterman Bio] from [[is on board of::Climate Central]] Bob is a Founding Partner and Chairman of the Risk Committee at Kepos Capital, LP (global macro strategies, $2b). As of late 2014, Bob is the Executive Editor of the Financial Analysts Journal. Robert Wood Johnson Foundation [http://www.rwjf.org/en/about-rwjf/leadership-staff/board-of-trustees/robert-b--litterman.html web site] Robert B. Litterman, PhD, was elected to the Robert Wood Johnson Foundation Board of Trustees in July 2013; prior to that, he served as adviser to the Investment Committee of the Foundation’s Board since October 2009. Litterman, known as a groundbreaking figure in the field of risk management, serves as chairman of the risk committee of [[is on board of::Kepos Capital]], LP, a globally focused asset management firm. He joined Kepos Capital in 2010. Litterman retired from [[worked for::Goldman Sachs]] & Co. on December 31, 2009, after a 23-year career in research, risk management, investments, and thought leadership roles. At retirement, he was chairman of the Quantitative Investment Strategies Group of Goldman Sachs Asset Management. Prior to moving to the investment management division, Litterman was head of the firmwide risk department. Preceding his time in the operations, technology & finance division, he spent eight years in the fixed income division research department, where he was co-director. While at Goldman Sachs, Litterman spent six years (2004-10) as one of three external advisers to Singapore’s Government Investment Corporation [[was on board of::Singapore GIC| ]]. Litterman joined Goldman Sachs in 1986 and became a partner of the firm in 1994. Litterman is credited with envisioning and leading the creation of Goldman’s first enterprise-wide, integrated risk management function and, during his tenure there, he researched and published a number of groundbreaking papers in asset allocation and risk management. He is the co-developer, along with the late Fischer Black, of the Black-Litterman Global Asset Allocation Model, a tool widely used in the investment management industry. He also has co-authored books including The Practice of Risk Management and Modern Investment Management: An Equilibrium Approach. Prior to joining Goldman Sachs, Litterman was an assistant vice president in the research department of the [[worked for::Federal Reserve Bank of Minneapolis]], as well as an assistant professor in the economics department at the Massachusetts Institute of Technology [[worked for::MIT]]. Litterman serves on a number of boards, including [[is on board of::Commonfund]], where he was elected chair in 2014; [[is on board of::Resources for the Future]]; [[is on board of::Sloan Foundation]]; and [[is on board of::World Wildlife Fund]]. Litterman earned a PhD in economics from the [[alumnus of::University of Minnesota]] and a BS in human biology from [[alumnus of::Stanford University]]. He was inducted into Risk magazine’s Risk Management Hall of Fame and named the 2013 Risk Manager of the Year by the Global Association of Risk Professionals. In 2012, he was the inaugural recipient of the S. Donald Sussman Fellowship at MIT’s Sloan School of Management. In 2008, he received the Nicholas Molodovsky Award from the CFA Institute Board as well as the International Association of Financial Engineers/SunGard Financial Engineer of the Year Award.Source and date ---- [[Category:People/Finance|Litterman]] b5da6iqwo4wqhujdke71c28q0q50v53 0 562 1092 2015-10-16T19:24:10Z Greis>Michael 0 1092 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}||617669-4016|rkmassie@gmail.com|&nbsp;|LinkedIn}} *First met (and supported) Bob when he ran for Senator. He withdrew after Elizabeth Warren entered the race. *Cliff knows Bob. *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Bob's bio on [https://en.wikipedia.org/wiki/Bob_Massie_%28politician%29 Wikipedia] ---- [[Category:People/Sustainability|Massie]] j2zaukur3ycm7o7l3ihhxo40fo6jqto 1093 1092 2024-05-24T04:54:43Z Michael 1 1 revision imported 1092 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}||617669-4016|rkmassie@gmail.com|&nbsp;|LinkedIn}} *First met (and supported) Bob when he ran for Senator. He withdrew after Elizabeth Warren entered the race. *Cliff knows Bob. *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Bob's bio on [https://en.wikipedia.org/wiki/Bob_Massie_%28politician%29 Wikipedia] ---- [[Category:People/Sustainability|Massie]] j2zaukur3ycm7o7l3ihhxo40fo6jqto 0 563 1094 2015-10-16T20:02:30Z Greis>Michael 0 1094 wikitext text/x-wiki == 2015-10-16 call == Follow up to CFA/ESG letter. *No worries on Boston Common, as I've been working with Lisa and Lauren since the summer. I had talked with Geeta earlier about the business development position; Steve Lydenberg had connected us. Unfortunately, I haven't had a chance to update her directly; I didn't want to appear to be going around Lisa & Lauren. Perhaps I'm being over-cautious on that. *Primarily, I want to talk about other avenues worth pursuing in the larger mainstreaming sustainable investing effort, and, along the way, firms or organizations with opportunities. *CFA is so timely and relevant *Get Paul Smith letter - very carefully phrased... *Incorporating Climate Change - that was the premise of INCR Supporting all of our work.....Blackrock report with Ceres. *Proxy access :*Install a mechanism for large shareholders to install directors; :*Shake up boards heading in the wrong direction - financial, ESG? *10 years too late, but better than not at all *People listen too much to people in their own community :*ESG is supposed to break this down :*Screen out voices who speak a different language :*Include voices - future, outside *ICGN now all over climate :*Talk in 2002 at ICGN panel....didn't get it; weren't open Forward-looking ideas.... *Shit has not hit the fan on climate *Much will have to be rethought Was with '''Rebecca Henderson''' - she is teaching a course in re-imaging capitalism *First year 25 years *Second year 300 *Now 350+ *The crisis of the theory of the firm - internal conversation *If you don't have strong clear-minded leader in the industry association, it moves to the lowest common denominator :*That's why GRI worked with individual companies, not the association. His sons ask him, "Dad, you've always done what you love and worked on things that are important. How did you manage?" *Don't make compensation the goal We'll brainstorm about that. 7bop54bi1169tttq08ciaefw6mjdqmd 1095 1094 2024-05-24T04:54:43Z Michael 1 1 revision imported 1094 wikitext text/x-wiki == 2015-10-16 call == Follow up to CFA/ESG letter. *No worries on Boston Common, as I've been working with Lisa and Lauren since the summer. I had talked with Geeta earlier about the business development position; Steve Lydenberg had connected us. Unfortunately, I haven't had a chance to update her directly; I didn't want to appear to be going around Lisa & Lauren. Perhaps I'm being over-cautious on that. *Primarily, I want to talk about other avenues worth pursuing in the larger mainstreaming sustainable investing effort, and, along the way, firms or organizations with opportunities. *CFA is so timely and relevant *Get Paul Smith letter - very carefully phrased... *Incorporating Climate Change - that was the premise of INCR Supporting all of our work.....Blackrock report with Ceres. *Proxy access :*Install a mechanism for large shareholders to install directors; :*Shake up boards heading in the wrong direction - financial, ESG? *10 years too late, but better than not at all *People listen too much to people in their own community :*ESG is supposed to break this down :*Screen out voices who speak a different language :*Include voices - future, outside *ICGN now all over climate :*Talk in 2002 at ICGN panel....didn't get it; weren't open Forward-looking ideas.... *Shit has not hit the fan on climate *Much will have to be rethought Was with '''Rebecca Henderson''' - she is teaching a course in re-imaging capitalism *First year 25 years *Second year 300 *Now 350+ *The crisis of the theory of the firm - internal conversation *If you don't have strong clear-minded leader in the industry association, it moves to the lowest common denominator :*That's why GRI worked with individual companies, not the association. His sons ask him, "Dad, you've always done what you love and worked on things that are important. How did you manage?" *Don't make compensation the goal We'll brainstorm about that. 7bop54bi1169tttq08ciaefw6mjdqmd 0 564 1096 2012-11-13T00:00:43Z Greis>Michael 0 1096 wikitext text/x-wiki __NOTOC__ *'''[[:Category:Books|All books]]''' - listed alphabetically *'''[[:Category:Authors|All Book]]''' - listed by author == Add people == <inputbox> type=create default=People/ preload=People/Blank_Template </inputbox> == Lists by Category == === Sustainability === <categorytree>Books/Sustainability</categorytree> === Sustainability === <categorytree>Books/Finance</categorytree> === All === <categorytree>Books</categorytree> ---- 7q3pm6o668aaqsff6ucjymz6zmkj4i7 1097 1096 2024-05-24T04:54:43Z Michael 1 1 revision imported 1096 wikitext text/x-wiki __NOTOC__ *'''[[:Category:Books|All books]]''' - listed alphabetically *'''[[:Category:Authors|All Book]]''' - listed by author == Add people == <inputbox> type=create default=People/ preload=People/Blank_Template </inputbox> == Lists by Category == === Sustainability === <categorytree>Books/Sustainability</categorytree> === Sustainability === <categorytree>Books/Finance</categorytree> === All === <categorytree>Books</categorytree> ---- 7q3pm6o668aaqsff6ucjymz6zmkj4i7 0 565 1098 2012-11-13T00:56:56Z Greis>Michael 0 1098 wikitext text/x-wiki {{Cite book |last=Bogle |first=John |title=The Clash of Cultures |publisher=John Wiley & Sons |isbn=978-1-118-12277-8 |year=2012 }} John C. Bogle ---- [[Category:Books|Clash of Cultures]] [[Category:Books/Finance|Clash of Cultures]] [[Category:Authors|Bogle]] 0rel1y5niuk5s6xwva4t08ainv087r4 1099 1098 2024-05-24T04:54:43Z Michael 1 1 revision imported 1098 wikitext text/x-wiki {{Cite book |last=Bogle |first=John |title=The Clash of Cultures |publisher=John Wiley & Sons |isbn=978-1-118-12277-8 |year=2012 }} John C. Bogle ---- [[Category:Books|Clash of Cultures]] [[Category:Books/Finance|Clash of Cultures]] [[Category:Authors|Bogle]] 0rel1y5niuk5s6xwva4t08ainv087r4 0 566 1100 2013-12-30T04:59:43Z Greis>Michael 0 1100 wikitext text/x-wiki '''Boston College''' == Carroll School Faculty == (From previous version of page) [http://www.bc.edu/schools/csom/departments/finance/faculty.html Finance Faculty] *Alan Marcus (Derivatives) *Minerva Butler (Portfolio Theory), part-time *Edie Hotchkiss (Corporate Finance) *Elliot Smith (Financial Policy) *Thomas Chemmanur (Theory of Corporate Finance) *Chris Argoryple (Fundamental Equity Analysis), part-time *Roy Epstein (Financial Econometrics), part-time *Phil Strahan (Management of Financial Institutions) *Bob Taggart (Self-study) {{University}} 97gprpgkveqm5qun7cc74gn493f58s3 1101 1100 2024-05-24T04:54:43Z Michael 1 1 revision imported 1100 wikitext text/x-wiki '''Boston College''' == Carroll School Faculty == (From previous version of page) [http://www.bc.edu/schools/csom/departments/finance/faculty.html Finance Faculty] *Alan Marcus (Derivatives) *Minerva Butler (Portfolio Theory), part-time *Edie Hotchkiss (Corporate Finance) *Elliot Smith (Financial Policy) *Thomas Chemmanur (Theory of Corporate Finance) *Chris Argoryple (Fundamental Equity Analysis), part-time *Roy Epstein (Financial Econometrics), part-time *Phil Strahan (Management of Financial Institutions) *Bob Taggart (Self-study) {{University}} 97gprpgkveqm5qun7cc74gn493f58s3 0 567 1102 2017-01-24T22:33:56Z Greis>Michael 0 1102 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.bostoncommonasset.com Boston Common Asset Management] is an SEC-registered investment advisor that provides discretionary investment management services in the areas of equity and balanced accounts to a variety of clients. *SEC CRD '''123558''' *Clients include charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net worth individuals, commingled investment vehicles and mutual funds. '''Note:''' - Add additional information from Form ADV researched {{color||2014-05-09}} This is the server path - {{SERVER}}{{SCRIPTPATH}} {{Organizational Connections}} ---- [[Category:Companies/Sustainable Investing]] [[Category:Companies/Asset Manager]] kfw348rv7ng41yuentjkaiu36jijp25 1103 1102 2024-05-24T04:54:43Z Michael 1 1 revision imported 1102 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.bostoncommonasset.com Boston Common Asset Management] is an SEC-registered investment advisor that provides discretionary investment management services in the areas of equity and balanced accounts to a variety of clients. *SEC CRD '''123558''' *Clients include charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net worth individuals, commingled investment vehicles and mutual funds. '''Note:''' - Add additional information from Form ADV researched {{color||2014-05-09}} This is the server path - {{SERVER}}{{SCRIPTPATH}} {{Organizational Connections}} ---- [[Category:Companies/Sustainable Investing]] [[Category:Companies/Asset Manager]] kfw348rv7ng41yuentjkaiu36jijp25 0 568 1104 2017-12-08T14:21:47Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> The [http://www.greenribboncommission.org Boston Green Ribbon Comm..." 1104 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> The [http://www.greenribboncommission.org Boston Green Ribbon Commission] is a group of business, institutional, and civic leaders in Boston working to develop shared strategies for fighting climate change in coordination with the City’s Climate Action Plan. :*[http://www.greenribboncommission.org/people/members/ Members] ::*Includes Jeremy Grantham and Amos Hostetter {{Organizational Connections}} ---- [[Category:NGO]] o90s0ao0xy1xm595iwo94mp0xloxziw 1105 1104 2024-05-24T04:54:43Z Michael 1 1 revision imported 1104 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> The [http://www.greenribboncommission.org Boston Green Ribbon Commission] is a group of business, institutional, and civic leaders in Boston working to develop shared strategies for fighting climate change in coordination with the City’s Climate Action Plan. :*[http://www.greenribboncommission.org/people/members/ Members] ::*Includes Jeremy Grantham and Amos Hostetter {{Organizational Connections}} ---- [[Category:NGO]] o90s0ao0xy1xm595iwo94mp0xloxziw 0 569 1106 2017-02-06T18:08:10Z Greis>Michael 0 1106 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Arabesque Asset Management||landisandbrace@gmail.com|US CEO|brace-young-a85a92}} *Networking:[[networking::regular]] *CRD #1430102 :*Was previously registered as an RIA and a Broker/Dealer :*No longer registered as of 2017-02-07 === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *Gathered {{color||2017--02-07}} :*Chairman [[is on board of::Social Finance]] Inc. since 2012 :*CEO of [[worked for::Eclat Impact]], a company/project of [[worked for::Ouisa Capital]] from January - September 2016 :*Brace was CEO of [[worked for::Mariner Investments]] from 2000-2015. :*Presented at the [[contributed to::BSAS/Sustainable Investing 2014|2014 BSAS Sustainable Investing seminar]] :*Partner at [[worked for::Goldman Sachs]] from 1980?-1999 *Other affiliations :*Was (is?) Chairman of [[was on board of::G Wave]], a Portland, ME based energy startup (IAR report, 2017-02-07) ::*"Gwave LLC is a small organization in the electric service companies industry located in Portland, ME. It opened its doors in 2011 and now has an estimated $292,306 in yearly revenue and 6 employees." from [http://listings.findthecompany.com/l/730200058/Gwave-Llc-in-Portland-ME this site] ---- [[Category:People/Sustainable Investing|Young]] sa1wdu2qjqfepbq81vmy9xypur0r8wj 1107 1106 2024-05-24T04:54:43Z Michael 1 1 revision imported 1106 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Arabesque Asset Management||landisandbrace@gmail.com|US CEO|brace-young-a85a92}} *Networking:[[networking::regular]] *CRD #1430102 :*Was previously registered as an RIA and a Broker/Dealer :*No longer registered as of 2017-02-07 === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *Gathered {{color||2017--02-07}} :*Chairman [[is on board of::Social Finance]] Inc. since 2012 :*CEO of [[worked for::Eclat Impact]], a company/project of [[worked for::Ouisa Capital]] from January - September 2016 :*Brace was CEO of [[worked for::Mariner Investments]] from 2000-2015. :*Presented at the [[contributed to::BSAS/Sustainable Investing 2014|2014 BSAS Sustainable Investing seminar]] :*Partner at [[worked for::Goldman Sachs]] from 1980?-1999 *Other affiliations :*Was (is?) Chairman of [[was on board of::G Wave]], a Portland, ME based energy startup (IAR report, 2017-02-07) ::*"Gwave LLC is a small organization in the electric service companies industry located in Portland, ME. It opened its doors in 2011 and now has an estimated $292,306 in yearly revenue and 6 employees." from [http://listings.findthecompany.com/l/730200058/Gwave-Llc-in-Portland-ME this site] ---- [[Category:People/Sustainable Investing|Young]] sa1wdu2qjqfepbq81vmy9xypur0r8wj 0 570 1108 2017-02-16T02:57:03Z Greis>Michael 0 1108 wikitext text/x-wiki == 2017-02-15 == Lunch with Brace at BC Club *Brace's history *Goldman Sachs :*Same Partner class as Lloyd Blankfein, () ::*May not have had the tools to compete with them....not saying he did :*Left in 1999 - Goldman had gone public, gotten much bigger; offered a great buyout :*Married late and had young kids - didn't want to sacrifice that *15-20 years in Fixed Income - Ran Tokyo operation *Mariner started as a sort of family office...(Peter ?'s own money *Long/short fixed income *Very successful - *Sold to (Japanese firm) - significant liquidity event *Getting into sustainable investing: :*Consultants kept bringing up PRI :*Researched it; decided to get firm to sign - first hedge fund *His partner in Mariner wasn't really interested in investing that way :*He was of the "make lots of money, then give it away" school (as opposed to the "do good things to make money". Two types of people..... *Had office at 100 Federal; joined BC club *Chair of the Board, [[is on board of::Buckingham, Brown & Nichols]] school :*Education is hard, and hard to measure :*But a board should have information :*Developed a set of qualitiative metrics - how the school is doing achieving its mission and goals :*Interview students, parents, staff :*Head of School reluctant at first....realized must not stand in way....still not really comfortable :*He's not trying to manage/micro-manage the school, but the board has to have something to assess. *[[alumnus of::Bowdoin]] - was also on board? *Clean Energy :*Jigar Shah - Brace is an investor in *Importance of setting a metric for success in all endeavors :*From conversation with former President of Tufts (which one?) :*He said he created a success metric for every initiative he executed for his board :*How else can you know how you're doing? *'''Arabesque''' :*Met them in Europe - impressed :*Spent two days with Omar - likes him *Introduced Andi to CEOs of Cambridge Associates and NEPC - both personal friends :*Carol Urich (correct name) at Cambridge gets what Arabesque is doing *There is a difference between (asset management) and (investment management) :* *Have to sell people where they are :*MJG - experience with this - have something complex to explain, it's not about creating a simplified explanation for all; it's about translating it into terms that make sense to different audiences. *Other items MJG mentioned :*IBM :*Gloria, Needham Historical Society, 3rd grade schoolhouse day, Greater Boston Project :*School Committee Follow-up ideas: *'''Radian''' - HK investment firm/fund - getting under way :*'''Jennifer () Scott''' (Chinese, married to Australian *'''Lisa M''' - State Street in Japan - on Mark McDivitt's team :*Emerging young leader....would be a great speaker for SI; also good contact *'''ARC''' - Just getting underway as well :*'''Paulus Ingram'''(check sp.) - was at ABP :*Ran R/E funds - $8-10B, returns in high teens :*Spin out; ABP will probably invest *'''Bob Caruso''' - Acquired SoCap for short money recently when they had some financial difficulty and put themselves up for sale :*Had FCF of $600,000 :*3,000 people go to their big conference in Bay Area - significant revenue *Should go to this event once - very different :*Investment meet-up + EST (hippie culture) :*Investors of all stripes - wealthy individuals to large institutions like Blackrock :*Social investments of all kinds :*Connecting with each other bdl4cdsrn2tdfc40ghzdwo28iw2er0y 1109 1108 2024-05-24T04:54:43Z Michael 1 1 revision imported 1108 wikitext text/x-wiki == 2017-02-15 == Lunch with Brace at BC Club *Brace's history *Goldman Sachs :*Same Partner class as Lloyd Blankfein, () ::*May not have had the tools to compete with them....not saying he did :*Left in 1999 - Goldman had gone public, gotten much bigger; offered a great buyout :*Married late and had young kids - didn't want to sacrifice that *15-20 years in Fixed Income - Ran Tokyo operation *Mariner started as a sort of family office...(Peter ?'s own money *Long/short fixed income *Very successful - *Sold to (Japanese firm) - significant liquidity event *Getting into sustainable investing: :*Consultants kept bringing up PRI :*Researched it; decided to get firm to sign - first hedge fund *His partner in Mariner wasn't really interested in investing that way :*He was of the "make lots of money, then give it away" school (as opposed to the "do good things to make money". Two types of people..... *Had office at 100 Federal; joined BC club *Chair of the Board, [[is on board of::Buckingham, Brown & Nichols]] school :*Education is hard, and hard to measure :*But a board should have information :*Developed a set of qualitiative metrics - how the school is doing achieving its mission and goals :*Interview students, parents, staff :*Head of School reluctant at first....realized must not stand in way....still not really comfortable :*He's not trying to manage/micro-manage the school, but the board has to have something to assess. *[[alumnus of::Bowdoin]] - was also on board? *Clean Energy :*Jigar Shah - Brace is an investor in *Importance of setting a metric for success in all endeavors :*From conversation with former President of Tufts (which one?) :*He said he created a success metric for every initiative he executed for his board :*How else can you know how you're doing? *'''Arabesque''' :*Met them in Europe - impressed :*Spent two days with Omar - likes him *Introduced Andi to CEOs of Cambridge Associates and NEPC - both personal friends :*Carol Urich (correct name) at Cambridge gets what Arabesque is doing *There is a difference between (asset management) and (investment management) :* *Have to sell people where they are :*MJG - experience with this - have something complex to explain, it's not about creating a simplified explanation for all; it's about translating it into terms that make sense to different audiences. *Other items MJG mentioned :*IBM :*Gloria, Needham Historical Society, 3rd grade schoolhouse day, Greater Boston Project :*School Committee Follow-up ideas: *'''Radian''' - HK investment firm/fund - getting under way :*'''Jennifer () Scott''' (Chinese, married to Australian *'''Lisa M''' - State Street in Japan - on Mark McDivitt's team :*Emerging young leader....would be a great speaker for SI; also good contact *'''ARC''' - Just getting underway as well :*'''Paulus Ingram'''(check sp.) - was at ABP :*Ran R/E funds - $8-10B, returns in high teens :*Spin out; ABP will probably invest *'''Bob Caruso''' - Acquired SoCap for short money recently when they had some financial difficulty and put themselves up for sale :*Had FCF of $600,000 :*3,000 people go to their big conference in Bay Area - significant revenue *Should go to this event once - very different :*Investment meet-up + EST (hippie culture) :*Investors of all stripes - wealthy individuals to large institutions like Blackrock :*Social investments of all kinds :*Connecting with each other bdl4cdsrn2tdfc40ghzdwo28iw2er0y 0 571 1110 2014-01-02T20:38:31Z Greis>Michael 0 1110 wikitext text/x-wiki [http://www.breckinridge.com/ Breckinridge Capital Advisors] manages high-grade fixed-income portfolios for institutions and private clients. :*Significant focus in municipal and government bonds. :*Efficient trading, bottom-up credit research and proactive portfolio management. :*Offers municipal, corporate and government bond strategies in customized separate accounts :*Works with investment consultants and advisors :*Founded 1993 :*~40 employees :*$?B AUM {{Organizational Connections}} ---- [[Category:Companies|Breckinridge]] [[Category:Companies/Financial Services|Breckinridge]] fmspc5jp0em3e47mc5dw3miyh8ragmv 1111 1110 2024-05-24T04:54:43Z Michael 1 1 revision imported 1110 wikitext text/x-wiki [http://www.breckinridge.com/ Breckinridge Capital Advisors] manages high-grade fixed-income portfolios for institutions and private clients. :*Significant focus in municipal and government bonds. :*Efficient trading, bottom-up credit research and proactive portfolio management. :*Offers municipal, corporate and government bond strategies in customized separate accounts :*Works with investment consultants and advisors :*Founded 1993 :*~40 employees :*$?B AUM {{Organizational Connections}} ---- [[Category:Companies|Breckinridge]] [[Category:Companies/Financial Services|Breckinridge]] fmspc5jp0em3e47mc5dw3miyh8ragmv 0 572 1112 2017-08-10T16:20:17Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|SSgA|617 664-2033|brent_bell@ssga.com|Vic..." 1112 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|SSgA|617 664-2033|brent_bell@ssga.com|Vice President & Senior Portfolio Manager|brent-bell-cfa-frm-72545820}} *Networking:[[networking::regular]] *Met 2013 (or earlier) - Brent was chairing the Asset Allocation seminar team === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *CFA Society of Boston web site {{hct|2017-08-10}} :Brent is a Vice President of State Street Global Advisors and a member of SSGA's Investment Solutions Group (ISG). He is responsible for the development and implementation of asset allocation solutions, including Liability Driven Investment and tactical asset allocation strategies. Before joining the ISG team, Brent was a member of SSGA's Consultant Relations group. Brent joined SSGA in 2003. Prior to SSGA, Brent spent four years at [[worked for::Teradyne]], Inc., a semiconductor capital equipment manufacturer, where he was responsible for inventory forecasting and materials planning. Brent received his MBA from [[is an alumnus of::Babson College]] and holds BS degrees in both Finance and Operations & Strategic Management from [[is an alumnus of::Boston College]]. He has earned the Chartered Financial Analyst designation and is a Certified Financial Risk Manager. Brent is a member of the [[is a member of::BSAS|CFA Society Boston]], the CFA Institute and the Global Association of Risk Professionals. Brent is on the board of [[is on the board of::BSAS||CFA Society Boston]] ---- [[Category:People/Finance|Bell]] a1aep8cp95pxnpfm9sguzp74g3elqqy 1113 1112 2024-05-24T04:54:43Z Michael 1 1 revision imported 1112 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|SSgA|617 664-2033|brent_bell@ssga.com|Vice President & Senior Portfolio Manager|brent-bell-cfa-frm-72545820}} *Networking:[[networking::regular]] *Met 2013 (or earlier) - Brent was chairing the Asset Allocation seminar team === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *CFA Society of Boston web site {{hct|2017-08-10}} :Brent is a Vice President of State Street Global Advisors and a member of SSGA's Investment Solutions Group (ISG). He is responsible for the development and implementation of asset allocation solutions, including Liability Driven Investment and tactical asset allocation strategies. Before joining the ISG team, Brent was a member of SSGA's Consultant Relations group. Brent joined SSGA in 2003. Prior to SSGA, Brent spent four years at [[worked for::Teradyne]], Inc., a semiconductor capital equipment manufacturer, where he was responsible for inventory forecasting and materials planning. Brent received his MBA from [[is an alumnus of::Babson College]] and holds BS degrees in both Finance and Operations & Strategic Management from [[is an alumnus of::Boston College]]. He has earned the Chartered Financial Analyst designation and is a Certified Financial Risk Manager. Brent is a member of the [[is a member of::BSAS|CFA Society Boston]], the CFA Institute and the Global Association of Risk Professionals. Brent is on the board of [[is on the board of::BSAS||CFA Society Boston]] ---- [[Category:People/Finance|Bell]] a1aep8cp95pxnpfm9sguzp74g3elqqy 0 573 1114 2015-04-29T20:30:01Z Greis>Michael 0 1114 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Boston Common Asset Management|617 934-0932|bchiappinelli@bostoncommonasset.com|Senior Vice President|7102024}} *Lives in Needham *Taught English in Japan (JET), later worked in Japan with GE, speaks Japanese *Wife Kathryn is a consultant at ETC working on Math curricula *Has two? kids *Bill Hun? - Japan Society President, Fidelity *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *[http://www.bostoncommonasset.com/team-bios.php Company web site] Brian heads the Business Development team’s efforts to grow the firm’s assets and broaden and strengthen Prospect, Client, and Consultant relationships. He brings over 17 years of experience providing institutional investment services. His previous positions include responsibilities for team management, consultant relationships, and direct institutional client and prospect asset gathering with [[worked for::Deutsche Bank]], [[worked for::HarbourVest Partners]], [[worked for::Batterymarch Financial]] Management (subsidiary of Legg Mason, Inc.), and [[worked for::GE Asset Management]], where he spent time working abroad in Japan. He holds the Series 7 and 63 licenses. Brian received his B.A. in Public Policy with a minor in Asian Studies from [[alumnus of::Hamilton College]] and his M.S. in Investment Management from [[alumnus of::Boston University]] ---- [[Category:People|Chiappinelli]] igttrcfdd8o65buk10857fsb8usy5a0 1115 1114 2024-05-24T04:54:43Z Michael 1 1 revision imported 1114 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Boston Common Asset Management|617 934-0932|bchiappinelli@bostoncommonasset.com|Senior Vice President|7102024}} *Lives in Needham *Taught English in Japan (JET), later worked in Japan with GE, speaks Japanese *Wife Kathryn is a consultant at ETC working on Math curricula *Has two? kids *Bill Hun? - Japan Society President, Fidelity *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *[http://www.bostoncommonasset.com/team-bios.php Company web site] Brian heads the Business Development team’s efforts to grow the firm’s assets and broaden and strengthen Prospect, Client, and Consultant relationships. He brings over 17 years of experience providing institutional investment services. His previous positions include responsibilities for team management, consultant relationships, and direct institutional client and prospect asset gathering with [[worked for::Deutsche Bank]], [[worked for::HarbourVest Partners]], [[worked for::Batterymarch Financial]] Management (subsidiary of Legg Mason, Inc.), and [[worked for::GE Asset Management]], where he spent time working abroad in Japan. He holds the Series 7 and 63 licenses. Brian received his B.A. in Public Policy with a minor in Asian Studies from [[alumnus of::Hamilton College]] and his M.S. in Investment Management from [[alumnus of::Boston University]] ---- [[Category:People|Chiappinelli]] igttrcfdd8o65buk10857fsb8usy5a0 0 574 1116 2018-11-02T17:12:41Z Greis>Michael 0 1116 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Fidelity Strategic Advisors|617 573-7720|brian.enyeart@fmr|President|brian-enyeart-cfa-bb75531}} *Networking:[[networking::regular]] Brian joined the CFA Boston Advisory Board in August 2017. Have talked and engaged with him on Women's Initiative and Sustainable Investing. === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *Source and date ---- [[Category:People|Enyeart]] bzcxxkeebz9g1704sq5h1kbtnpuljh5 1117 1116 2024-05-24T04:54:43Z Michael 1 1 revision imported 1116 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Fidelity Strategic Advisors|617 573-7720|brian.enyeart@fmr|President|brian-enyeart-cfa-bb75531}} *Networking:[[networking::regular]] Brian joined the CFA Boston Advisory Board in August 2017. Have talked and engaged with him on Women's Initiative and Sustainable Investing. === [[{{PAGENAME}}/History|History]] === <inputbox> type=commenttitle bgcolor=#eeeeff width=24 page={{PAGENAME}}/History default={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} preload={{CURRENTYEAR}}-{{CURRENTMONTH}}-{{CURRENTDAY}} editintro= buttonlabel=Add new section break=no </inputbox> {{Connections}} === Bios === *Source and date ---- [[Category:People|Enyeart]] bzcxxkeebz9g1704sq5h1kbtnpuljh5 0 575 1118 2018-11-02T19:51:36Z Greis>Michael 0 /* 2018-09-11 Call */ 1118 wikitext text/x-wiki == 2018-09-11 Call == This call is a resource for [[resource for::Womens Initiative Programs Committee]] Brian Enyeart 2018-09-11 call *Have some things to share and pull *Conversation with folks at Fidelity on ESG topics (and women's topics) :*Are these the right topics? *In 2019, in his job role, will place a very aggressive goal that the diversity of his team matches up with the inclusiveness of the culture :*Now have strong inclusiveness but weak diversity :*5-7 year initiative - :*Year 1 - pivoting recruiting :*Following the Rooney rule :*Presenting the outline to his Strategic Advisors fund board *Review with him *Fidelity is playing catch-up on ESG :*Would have said historically - primarily and almost exclusively focused on generating the best returns we can :*If there's any sniff that we'll restrict returns, won't do it :*Sea change - now clients are askingn ::*If we can at least match returns - maybe even *Fidelity's key players *Fidelity recently hired people to fill two new positions :*<b>Amy Philbrook</b> - 20 years at Fidelity ::*Moved from HR into head of diversity and inclusion at Fidelity ::*Make sure managers like him have access to best practices and tools ::*Presenting the case for why teams have better outcomes, what it means to have a diverse time, how to support cognitive diversity :*<b>Nicole Esposito</b> - head of ESG for FIdelity FMR ::*good friend and colleague ::*small cap analyst, moved into head of research ::*in management in equities for 10 years ::*pivoting to role as ESG champion and how :*Brian will make the connection to both :*<b>David King - </b>in distribution role was already in place ::*partner to Nicole ::*one or two years ahead on distribution than on *<b>Cyrus Taraporevala </b>CEO at State Street<b> </b> :*Taken on issues by introducing diversity goals for everyone who is a people manager inside SS asset management :*5 years :*Each manager might have 5-10 goals - assess red/yellow/green :*Brian can connect me with him *At the Society level *His board is 60% women :*Why are you not keeping up? 17% CFA's women; 33% of his team is women; hard to get to 50% :*10% growth.... ekxhrvuae61zyhp7od5duhav5jt8xzj 1119 1118 2024-05-24T04:54:43Z Michael 1 1 revision imported 1118 wikitext text/x-wiki == 2018-09-11 Call == This call is a resource for [[resource for::Womens Initiative Programs Committee]] Brian Enyeart 2018-09-11 call *Have some things to share and pull *Conversation with folks at Fidelity on ESG topics (and women's topics) :*Are these the right topics? *In 2019, in his job role, will place a very aggressive goal that the diversity of his team matches up with the inclusiveness of the culture :*Now have strong inclusiveness but weak diversity :*5-7 year initiative - :*Year 1 - pivoting recruiting :*Following the Rooney rule :*Presenting the outline to his Strategic Advisors fund board *Review with him *Fidelity is playing catch-up on ESG :*Would have said historically - primarily and almost exclusively focused on generating the best returns we can :*If there's any sniff that we'll restrict returns, won't do it :*Sea change - now clients are askingn ::*If we can at least match returns - maybe even *Fidelity's key players *Fidelity recently hired people to fill two new positions :*<b>Amy Philbrook</b> - 20 years at Fidelity ::*Moved from HR into head of diversity and inclusion at Fidelity ::*Make sure managers like him have access to best practices and tools ::*Presenting the case for why teams have better outcomes, what it means to have a diverse time, how to support cognitive diversity :*<b>Nicole Esposito</b> - head of ESG for FIdelity FMR ::*good friend and colleague ::*small cap analyst, moved into head of research ::*in management in equities for 10 years ::*pivoting to role as ESG champion and how :*Brian will make the connection to both :*<b>David King - </b>in distribution role was already in place ::*partner to Nicole ::*one or two years ahead on distribution than on *<b>Cyrus Taraporevala </b>CEO at State Street<b> </b> :*Taken on issues by introducing diversity goals for everyone who is a people manager inside SS asset management :*5 years :*Each manager might have 5-10 goals - assess red/yellow/green :*Brian can connect me with him *At the Society level *His board is 60% women :*Why are you not keeping up? 17% CFA's women; 33% of his team is women; hard to get to 50% :*10% growth.... ekxhrvuae61zyhp7od5duhav5jt8xzj 0 576 1120 2015-09-14T16:59:40Z Greis>Michael 0 1120 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Crosby Advisors LLC|000 000-0000|Brian.Malloy@fmr.com|Research Analyst|LinkedIn}} *Networking:[[networking::regular]] *NB: Crosby Advisors LLC is the family office that manages the Johnson family's wealth. *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Source and date ---- [[Category:People/Finance|Malloy]] 4iavp1cos8agou55xx2j7wl2fht3qyz 1121 1120 2024-05-24T04:54:43Z Michael 1 1 revision imported 1120 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Crosby Advisors LLC|000 000-0000|Brian.Malloy@fmr.com|Research Analyst|LinkedIn}} *Networking:[[networking::regular]] *NB: Crosby Advisors LLC is the family office that manages the Johnson family's wealth. *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Source and date ---- [[Category:People/Finance|Malloy]] 4iavp1cos8agou55xx2j7wl2fht3qyz 0 577 1122 2014-01-02T20:44:52Z Greis>Michael 0 1122 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.brightfieldsllc.com Brightfields Development LLC] is a wholly-owned subsidiary of [http://www.renovapartners.com Renova Partners] set up to do renewable energy development on brownfields and closed landfills. {{Organizational Connections}} === History === 2011 - Working with them on solar PV at the RTS. Exploring creative financing model. Possible business opportunity with them? *Ron Kelly, EVP - Introduced to Ron by Monica Kachru *Beth Masterman, SVP - Business Development, leading effort on RTS Project *Pete Pedersen, Managing Principal *John Hanselman, Managing Principal :Started career in Real Estate Development with Carpenter (did Charles Square Hotel, various Hyatts) :Then moved to work with Steve Karp (Northshore Mall, Cambridgeside Galleria) :Good friend of Bruce Herman (still with Karp). :Joined Renova in ~2002 :Lived in Needham 9 years; now in Newton. Ex-wife still in Needham. :Found out that energy was hard - had to be in the club. Hired Ron Kelly; he brought along others. *Warren Chang, SVP Finance :Started at BP :Was at SoCal Edison, PG&E - did energy finance (not renewables then?) :PE firm in Boston - did renewable projects in Europe (Italy & ?) :Sunray -> SunPower :Joined Brightfields in 2008 ---- [[Category:Companies|{{PAGENAME}}]] [[Category:Companies/Sustainability|{{PAGENAME}}]] m3t0ie3dp7g6br4ffbklt05f082i52e 1123 1122 2024-05-24T04:54:43Z Michael 1 1 revision imported 1122 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.brightfieldsllc.com Brightfields Development LLC] is a wholly-owned subsidiary of [http://www.renovapartners.com Renova Partners] set up to do renewable energy development on brownfields and closed landfills. {{Organizational Connections}} === History === 2011 - Working with them on solar PV at the RTS. Exploring creative financing model. Possible business opportunity with them? *Ron Kelly, EVP - Introduced to Ron by Monica Kachru *Beth Masterman, SVP - Business Development, leading effort on RTS Project *Pete Pedersen, Managing Principal *John Hanselman, Managing Principal :Started career in Real Estate Development with Carpenter (did Charles Square Hotel, various Hyatts) :Then moved to work with Steve Karp (Northshore Mall, Cambridgeside Galleria) :Good friend of Bruce Herman (still with Karp). :Joined Renova in ~2002 :Lived in Needham 9 years; now in Newton. Ex-wife still in Needham. :Found out that energy was hard - had to be in the club. Hired Ron Kelly; he brought along others. *Warren Chang, SVP Finance :Started at BP :Was at SoCal Edison, PG&E - did energy finance (not renewables then?) :PE firm in Boston - did renewable projects in Europe (Italy & ?) :Sunray -> SunPower :Joined Brightfields in 2008 ---- [[Category:Companies|{{PAGENAME}}]] [[Category:Companies/Sustainability|{{PAGENAME}}]] m3t0ie3dp7g6br4ffbklt05f082i52e 0 578 1124 2014-09-02T14:30:39Z Greis>Michael 0 1124 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> Founded in 1996, [http://www.brownrecov.com Brownfields Recovery Corporation]: *"acquires, remediates, and redevelops brownfield sites and manages the financial and legal risks inherent in these properties" *"works with property owners to transfer the environmental risks associated with their sites, offering them a definitive liability endpoint while allowing them to maintain control of the property" *[http://brownrecov.com/thomas.htm Jack Thomas] is the President and Co-Founder *[http://brownrecov.com/mugar.htm David Mugar] is the other Co-Founder :*BRC leverages the real estate expertise of [[Mugar Enterprises]] Inc. NB:The web site has good basic information, but is clearly not a focus (broken internal links; looks like they do limited updating). {{Organizational Connections}} ---- [[Category:Companies/Sustainability]] jvr4v82kttxz1e79ky2p96y4trc8w56 1125 1124 2024-05-24T04:54:43Z Michael 1 1 revision imported 1124 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> Founded in 1996, [http://www.brownrecov.com Brownfields Recovery Corporation]: *"acquires, remediates, and redevelops brownfield sites and manages the financial and legal risks inherent in these properties" *"works with property owners to transfer the environmental risks associated with their sites, offering them a definitive liability endpoint while allowing them to maintain control of the property" *[http://brownrecov.com/thomas.htm Jack Thomas] is the President and Co-Founder *[http://brownrecov.com/mugar.htm David Mugar] is the other Co-Founder :*BRC leverages the real estate expertise of [[Mugar Enterprises]] Inc. NB:The web site has good basic information, but is clearly not a focus (broken internal links; looks like they do limited updating). {{Organizational Connections}} ---- [[Category:Companies/Sustainability]] jvr4v82kttxz1e79ky2p96y4trc8w56 0 579 1126 2014-11-07T20:02:29Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Smith Affiliated Capital Corporation|000 ..." 1126 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Smith Affiliated Capital Corporation|000 000-0000|brucegeorge0706@gmail.com|Client/Consultant Relations, Business Development Director|2239700}} Met Bruce [[first contact::2014-11-06]] at the [[is a member of::BSAS]] CFA Charterholders celebration. *Persuaded him to attend 2014 Sustainable Investing seminar. *Smith is a fixed income shop, but Bruce has served on the ELCA (Evangelical Lutheran Church of America) pension board, now serves on the board of the Lutheran Seminary in Gettysburg, and is very interested in and attuned to sustinable investing issues. *Bruce is originally from Detroit *Earned his charter in 1985. *He has been in Boston since ~1994 *Married and lives in Southboro. *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Source and date ---- [[Category:People|George]] p4jceejket3u826z5oi5dptfhhdtcic 1127 1126 2024-05-24T04:54:43Z Michael 1 1 revision imported 1126 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Smith Affiliated Capital Corporation|000 000-0000|brucegeorge0706@gmail.com|Client/Consultant Relations, Business Development Director|2239700}} Met Bruce [[first contact::2014-11-06]] at the [[is a member of::BSAS]] CFA Charterholders celebration. *Persuaded him to attend 2014 Sustainable Investing seminar. *Smith is a fixed income shop, but Bruce has served on the ELCA (Evangelical Lutheran Church of America) pension board, now serves on the board of the Lutheran Seminary in Gettysburg, and is very interested in and attuned to sustinable investing issues. *Bruce is originally from Detroit *Earned his charter in 1985. *He has been in Boston since ~1994 *Married and lives in Southboro. *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Source and date ---- [[Category:People|George]] p4jceejket3u826z5oi5dptfhhdtcic 0 580 1128 2014-06-04T13:28:27Z Greis>Michael 0 1128 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Sustainable Insight Capital Management|000 000-0000|email@company.com|Title}} Panelist for [[BSAS/SASB Industry Standards]] webinar {{color||2014-06-12}} :*Introduced by [[introduced by::Doug Park]] *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Event description for [[BSAS/SASB Industry Standards]] {{color||2014-06-12}} Bruce Kahn has over 25 years of experience in environmental and investment research and management. Currently, Mr. Kahn is the Portfolio Manager at Sustainable Insight Capital Management. Previously, he was a Director in [[worked for::Deutsche Bank]]'s Asset Management division where he acted as an investment strategist conducting high-level analytical research on sustainable investing including clean tech, water and agricultural-based investment strategies as well as ESG/SRI strategies. Prior to that, he managed assets at [[worked for::Smith Barney]]'s Private Wealth Management Group in sustainable investments including agri-business and clean tech for Foundation/Endowment, HNWI and Institutional clients. Mr. Kahn currently serves as a Trustee and member of the Finance Committee of the Jesse Smith Noyes Foundation, a US endowment and funder of sustainable agriculture organizations in the US. He also serves as a member of the Board of Visitors for the Gaylord Nelson Institute of Environmental Studies at the University of Wisconsin, Madison and is on the Technical Review Panel of National Renewable Energy Laboratory. Recently he has joined the Advisory Council of the Sustainability Accounting Standards Board and serves on the Advisory Panel of Mercer Investment Consulting and Management's Sustainable Opportunities Fund. Mr. Kahn holds a BA in Ecology & Evolutionary Biology from the [[alumnus of::University of Connecticut]]; MS in Fisheries and Allied Aquacultures from [[alumnus of::Auburn University]]; PhD in Land Resources from [[alumnus of::University of Wisconsin]], Madison; recipient of both a J. William Fulbright Scholarship and a National Science Foundation Fellowship in ecological economics. Mr. Kahn currently is a Lecturer at [[involvement::Columbia University]]'s Earth Institute in the Sustainability Management Program. ---- [[Category:People/Sustainable Investing|Kahn]] mrfga1sd9c6wr87rkfwskz6bi7endoe 1129 1128 2024-05-24T04:54:44Z Michael 1 1 revision imported 1128 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> {{ContactSub|{{PAGENAME}}|Sustainable Insight Capital Management|000 000-0000|email@company.com|Title}} Panelist for [[BSAS/SASB Industry Standards]] webinar {{color||2014-06-12}} :*Introduced by [[introduced by::Doug Park]] *Networking:[[networking::regular]] *[[{{PAGENAME}}/History|History]] {{Connections}} === Bios === *Event description for [[BSAS/SASB Industry Standards]] {{color||2014-06-12}} Bruce Kahn has over 25 years of experience in environmental and investment research and management. Currently, Mr. Kahn is the Portfolio Manager at Sustainable Insight Capital Management. Previously, he was a Director in [[worked for::Deutsche Bank]]'s Asset Management division where he acted as an investment strategist conducting high-level analytical research on sustainable investing including clean tech, water and agricultural-based investment strategies as well as ESG/SRI strategies. Prior to that, he managed assets at [[worked for::Smith Barney]]'s Private Wealth Management Group in sustainable investments including agri-business and clean tech for Foundation/Endowment, HNWI and Institutional clients. Mr. Kahn currently serves as a Trustee and member of the Finance Committee of the Jesse Smith Noyes Foundation, a US endowment and funder of sustainable agriculture organizations in the US. He also serves as a member of the Board of Visitors for the Gaylord Nelson Institute of Environmental Studies at the University of Wisconsin, Madison and is on the Technical Review Panel of National Renewable Energy Laboratory. Recently he has joined the Advisory Council of the Sustainability Accounting Standards Board and serves on the Advisory Panel of Mercer Investment Consulting and Management's Sustainable Opportunities Fund. Mr. Kahn holds a BA in Ecology & Evolutionary Biology from the [[alumnus of::University of Connecticut]]; MS in Fisheries and Allied Aquacultures from [[alumnus of::Auburn University]]; PhD in Land Resources from [[alumnus of::University of Wisconsin]], Madison; recipient of both a J. William Fulbright Scholarship and a National Science Foundation Fellowship in ecological economics. Mr. Kahn currently is a Lecturer at [[involvement::Columbia University]]'s Earth Institute in the Sustainability Management Program. ---- [[Category:People/Sustainable Investing|Kahn]] mrfga1sd9c6wr87rkfwskz6bi7endoe 0 581 1130 2016-09-13T18:56:34Z Greis>Michael 0 Created page with "A [[activity type::work project]] encompassing and documenting research, follow-up and proposals from meetings and networking. [[project status::active]] shortname::{{SUBP..." 1130 wikitext text/x-wiki A [[activity type::work project]] encompassing and documenting research, follow-up and proposals from meetings and networking. [[project status::active]] [[shortname::{{SUBPAGENAME}}| ]] __NOTOC__ <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} 4m79lshm2qn3i35xqzre6o5xcvwfq49 1131 1130 2024-05-24T04:54:44Z Michael 1 1 revision imported 1130 wikitext text/x-wiki A [[activity type::work project]] encompassing and documenting research, follow-up and proposals from meetings and networking. [[project status::active]] [[shortname::{{SUBPAGENAME}}| ]] __NOTOC__ <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} 4m79lshm2qn3i35xqzre6o5xcvwfq49 0 582 1132 2016-09-13T19:16:52Z Greis>Michael 0 Michael moved page [[Business Development Outreach/Tendai Musikavaunh]] to [[Business Development Outreach/Tendai Musikavanhu]] without leaving a redirect 1132 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} [[involved::Tendai Musikavanhu]] === Lunch with Tendai {{color||2016-09-07}} === He is seeking to develop and finance sustainability projects in Africa. Specifically discussed gas flaring capture and re-use at oil fields in Nigeria. *Currently most oil fields in Africa still flare off the natural gas - very bad for climate change and the environment and a significant economic loss. *Provide and install equipment to capture, liquify and transport gas for other uses in the region - specifically to replace/upgrade coal-fired power plants to run on natural gas. *Double the environmental impact - reduce flaring and replace coal with gas. Discussed '''green bonds''' as possible financing mechanism: *More appealing to banks and institutions - used to industrial project finance, understand economics *May be less appealing to HNW and "environmental" investors - focus on renewables and skepticism of bridge fuels === Follow-up note {{color||2016-09-13}} === *I enjoyed our lunch and conversation last Wednesday - thank you again for hosting. In the spirit of keeping our conversation going and exploring potential opportunity areas, let me suggest a few areas for further exploration: *I mentioned the ''''Green Bond Principles''' that were jointly developed announced by a set of seven banks in early 2013. These are not "green" principles - definitions of what is or is not a "green" project. Rather, they describe a voluntary process for designating, disclosing, managing and reporting on the proceeds of a green bond. In considering how the projects you described would be structured, how they would be presented in a green bond context and what role(s) Old Stone Global would play, these best practice principles are a solid starting point. I've attached the latest version (June, 2016) for your reference. It's high level, but I think helpful. *Second is the "green" project question we talked more about - articulation and acceptance of these projects capturing and using the flared gas in the oil fields in the context or green bonds or climate bonds. I think that case should be built along with the development and design of the projects, and should preferably be done in the context of the potential investors. Initial research suggests promising avenues. For example, eligible projects for the green bond portfolio of the African Development Bank can include: ::Fugitive emissions and carbon capture (e.g. carbon capture and storage, reduction of gas flaring or methane fugitive emissions in the oil and gas industry, coal mine methane capture *Finally, I believe I mentioned a possible Boston launch event for a climate bonds report. I just received confirmation that on Thursday SSgA will be hosting this discussion of the recent State of the Market report from the Climate Bonds Initiative. It's short notice and may not fit your calendar, but I thought you would be interested. I plan to attend. *Green bonds roundtable, hosted by State Street Global Advisors this Thursday. Sean Kidney, CEO of the Climate Bonds Initiative, will present on the latest ‘Bonds and Climate Change: State of the Market in 2016’ report, followed by a discussion on the role Boston-based investors can play in the development of the green bond market. ::When: 8:30-10am, Thursday September 15th ::Where: State Street Global Advisors, One Lincoln Street, Boston ::Registration: Email info@climatebonds.net to reserve your place === Resources === *African Development Bank [http://www.afdb.org/en/topics-and-sectors/initiatives-partnerships/green-bond-program/climate-change/ Green Bond Program] :*See Zotero for PDF with the reference cited above. qwp56brs7hy7f7q4a2lnzqn3wa44ki7 1133 1132 2024-05-24T04:54:44Z Michael 1 1 revision imported 1132 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} [[involved::Tendai Musikavanhu]] === Lunch with Tendai {{color||2016-09-07}} === He is seeking to develop and finance sustainability projects in Africa. Specifically discussed gas flaring capture and re-use at oil fields in Nigeria. *Currently most oil fields in Africa still flare off the natural gas - very bad for climate change and the environment and a significant economic loss. *Provide and install equipment to capture, liquify and transport gas for other uses in the region - specifically to replace/upgrade coal-fired power plants to run on natural gas. *Double the environmental impact - reduce flaring and replace coal with gas. Discussed '''green bonds''' as possible financing mechanism: *More appealing to banks and institutions - used to industrial project finance, understand economics *May be less appealing to HNW and "environmental" investors - focus on renewables and skepticism of bridge fuels === Follow-up note {{color||2016-09-13}} === *I enjoyed our lunch and conversation last Wednesday - thank you again for hosting. In the spirit of keeping our conversation going and exploring potential opportunity areas, let me suggest a few areas for further exploration: *I mentioned the ''''Green Bond Principles''' that were jointly developed announced by a set of seven banks in early 2013. These are not "green" principles - definitions of what is or is not a "green" project. Rather, they describe a voluntary process for designating, disclosing, managing and reporting on the proceeds of a green bond. In considering how the projects you described would be structured, how they would be presented in a green bond context and what role(s) Old Stone Global would play, these best practice principles are a solid starting point. I've attached the latest version (June, 2016) for your reference. It's high level, but I think helpful. *Second is the "green" project question we talked more about - articulation and acceptance of these projects capturing and using the flared gas in the oil fields in the context or green bonds or climate bonds. I think that case should be built along with the development and design of the projects, and should preferably be done in the context of the potential investors. Initial research suggests promising avenues. For example, eligible projects for the green bond portfolio of the African Development Bank can include: ::Fugitive emissions and carbon capture (e.g. carbon capture and storage, reduction of gas flaring or methane fugitive emissions in the oil and gas industry, coal mine methane capture *Finally, I believe I mentioned a possible Boston launch event for a climate bonds report. I just received confirmation that on Thursday SSgA will be hosting this discussion of the recent State of the Market report from the Climate Bonds Initiative. It's short notice and may not fit your calendar, but I thought you would be interested. I plan to attend. *Green bonds roundtable, hosted by State Street Global Advisors this Thursday. Sean Kidney, CEO of the Climate Bonds Initiative, will present on the latest ‘Bonds and Climate Change: State of the Market in 2016’ report, followed by a discussion on the role Boston-based investors can play in the development of the green bond market. ::When: 8:30-10am, Thursday September 15th ::Where: State Street Global Advisors, One Lincoln Street, Boston ::Registration: Email info@climatebonds.net to reserve your place === Resources === *African Development Bank [http://www.afdb.org/en/topics-and-sectors/initiatives-partnerships/green-bond-program/climate-change/ Green Bond Program] :*See Zotero for PDF with the reference cited above. qwp56brs7hy7f7q4a2lnzqn3wa44ki7 10 583 1134 2017-01-26T04:23:16Z Greis>Michael 0 1134 wikitext text/x-wiki <center> [[STEM_External|Back to Main Needham Science Curriculum page]] </center> <noinclude>[[Category:Archive Templates|NavNSMain]]</noinclude> 0l9vv865v2ccu0m9e8i62o8f0o5kjb5 1135 1134 2024-05-24T04:54:44Z Michael 1 1 revision imported 1134 wikitext text/x-wiki <center> [[STEM_External|Back to Main Needham Science Curriculum page]] </center> <noinclude>[[Category:Archive Templates|NavNSMain]]</noinclude> 0l9vv865v2ccu0m9e8i62o8f0o5kjb5 10 584 1136 2017-01-26T02:48:32Z Greis>Michael 0 1136 wikitext text/x-wiki <span style="color:{{ #if: {{{1}}} |{{{1}}}|#a00000}};"><tt>{{{2}}}</tt></span><noinclude>[[Category:Archive Templates|tcolor]]</noinclude> aj46o9raft4qcebe8smce9r30yfz5eq 1137 1136 2024-05-24T04:54:44Z Michael 1 1 revision imported 1136 wikitext text/x-wiki <span style="color:{{ #if: {{{1}}} |{{{1}}}|#a00000}};"><tt>{{{2}}}</tt></span><noinclude>[[Category:Archive Templates|tcolor]]</noinclude> aj46o9raft4qcebe8smce9r30yfz5eq 0 585 1138 2014-04-14T23:54:30Z Greis>Michael 0 1138 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.ccla.co.uk CCLA]is a [[located in::United Kingdom]]-located investment management firm that serves, and is in turn owned by, not-for-profit organizations - charities, faith-based organizations and local authorities (UK local government entities roughly equivalent to US towns & cities. *Founded in 1958 *Pioneers of ethical and responsible investment, we are committed to pushing forward a positive agenda for change on behalf of our clients *Invest money for more charities than any other fund manager in the UK {{Organizational Connections}} ---- [[Category:Companies]] [[Category:Companies/Sustainable Investing]] 25jfb3bpzcw610agta9eqbiypowft5w 1139 1138 2024-05-24T04:57:38Z Michael 1 1 revision imported 1138 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.ccla.co.uk CCLA]is a [[located in::United Kingdom]]-located investment management firm that serves, and is in turn owned by, not-for-profit organizations - charities, faith-based organizations and local authorities (UK local government entities roughly equivalent to US towns & cities. *Founded in 1958 *Pioneers of ethical and responsible investment, we are committed to pushing forward a positive agenda for change on behalf of our clients *Invest money for more charities than any other fund manager in the UK {{Organizational Connections}} ---- [[Category:Companies]] [[Category:Companies/Sustainable Investing]] 25jfb3bpzcw610agta9eqbiypowft5w 0 586 1140 2016-05-16T18:17:52Z Greis>Michael 0 1140 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://cdpq.com/en CDPQ], the Caisse de dépôt et placement du Québec, manages the investments on behalf of 34 primarily public- and parapublic-sector pension funds and insurance plans. *CDPQ's objective is to maximize their clients' returns within their investment policies and to contribute to Quebec's economic development. :*CDPQ AUM is $248 billion (2016) '''Notes''': *Will participate in CECP SII roundtable in Boston on {{color||2016-06-01}} :*Ref [[involved::Tim Youmans]] :*Invited [[involved::Marie-Claude Provost]]; [[involved::Rejean Nguyen]] will participate *CEO [[involved::Michael Sabia]] was a plenary speaker at the 2016 CFA Institute Conference in Montreal {{Organizational Connections}} ---- [[Category:Companies/Sustainable Investing]][[Category:Companies/Asset Owners]] 4u9378d7lmva4o6bc38l9fk2oopbmyw 1141 1140 2024-05-24T04:57:38Z Michael 1 1 revision imported 1140 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://cdpq.com/en CDPQ], the Caisse de dépôt et placement du Québec, manages the investments on behalf of 34 primarily public- and parapublic-sector pension funds and insurance plans. *CDPQ's objective is to maximize their clients' returns within their investment policies and to contribute to Quebec's economic development. :*CDPQ AUM is $248 billion (2016) '''Notes''': *Will participate in CECP SII roundtable in Boston on {{color||2016-06-01}} :*Ref [[involved::Tim Youmans]] :*Invited [[involved::Marie-Claude Provost]]; [[involved::Rejean Nguyen]] will participate *CEO [[involved::Michael Sabia]] was a plenary speaker at the 2016 CFA Institute Conference in Montreal {{Organizational Connections}} ---- [[Category:Companies/Sustainable Investing]][[Category:Companies/Asset Owners]] 4u9378d7lmva4o6bc38l9fk2oopbmyw 0 587 1142 2016-08-26T13:45:05Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://cecp.co CECP], the "CEO Force for Good", was founded in 19..." 1142 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://cecp.co CECP], the "CEO Force for Good", was founded in 1999 by Paul Newman and a group of CEOs as the Coalition for Effective Corporate Philanthropy. With a roster of [http://cecp.co/membership/members.html more than 150 large company CEOs] (as of 2016-08), CECP "offers participating companies one-on-one consultation, networking events, exclusive data, media support, and case studies on corporate engagement." {{Organizational Connections}} ---- [[Category:Associations]][[Category:NGO]] pu97pj1xz06jkjie651j65kkopx154d 1143 1142 2024-05-24T04:57:38Z Michael 1 1 revision imported 1142 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://cecp.co CECP], the "CEO Force for Good", was founded in 1999 by Paul Newman and a group of CEOs as the Coalition for Effective Corporate Philanthropy. With a roster of [http://cecp.co/membership/members.html more than 150 large company CEOs] (as of 2016-08), CECP "offers participating companies one-on-one consultation, networking events, exclusive data, media support, and case studies on corporate engagement." {{Organizational Connections}} ---- [[Category:Associations]][[Category:NGO]] pu97pj1xz06jkjie651j65kkopx154d 0 588 1144 2009-02-13T16:23:30Z Greis>Michael 0 [[CFA/CBOK/]] moved to [[CFA/CBOK]]: Correct naming error. 1144 wikitext text/x-wiki *Ethical and Professional Standards :*Professional Standards of Practice :*Ethical Practices *Quantitative Methods :*Time Value of Money :*Probability :*Probability Distributions and Descriptive Statistics :*Sampling and Estimation :*Hypothesis Testing: :*Correlation Analysis and Regression :*Time Series Analysis :*Simulation Analysis :*Technical Analysis *Economics :*Market Forces of Supply and Demand :*The Firm and Industry Organization :*Measuring National Income and Growth :*Business Cycles :*The Monetary System :*Inflation :*International Trade and Capital Flows :*Currency Exchange Rates :*Monetary and Fiscal Policy :*Economic Growth and Development :*Effects of Government Regulation :*Impact of Economic Factors on Investment Markets *Financial Reporting and Analysis :*Financial Reporting System (IFRS and GAAP) :*Principal Financial Statements :*Financial Reporting Quality :*Analysis of Inventories :*Analysis of Long-Lived Assets :*Analysis of Taxes :*Analysis of Debt :*Analysis of Off-Balance-Sheet Assets and Liabilities :*Analysis of Pensions, Stock Compensation, and Other Employee Benefits :*Analysis of Inter-Corporate Investments :*Analysis of Business Combinations :*Analysis of Global Operations :*Ratio and Financial Analysis *Corporate Finance :*Corporate Governance :*Dividend Policy :*Capital Investment Decisions :*Business and Financial Risk :*Long-Term Financial Policy :*Short-Term Financial Policy :*Mergers and Acquisitions and Corporate Restructuring *Equity Investments :*Types of Equity Securities and their Characteristics :*Equity Markets: Characteristics, Institutions, and Benchmarks :*Fundamental Analysis (Sector, Industry, Company) and the Valuation of Individual Equity Securities :*Equity Market Valuation and Return Analysis :*Special Applications of Fundamental Analysis (Residual Earnings) :*Equity of Hybrid Investment Vehicles *Fixed Income :*Types of Fixed-Income Securities and their Characteristics :*Fixed-Income Markets: Characteristics, Institutions, and Benchmarks :*Fixed-Income Valuation (Sector, Industry, Company) and Return Analysis :*Term Structure Determination and Yield Spreads :*Analysis of Interest Rate Risk :*Analysis of Credit Risk :*Valuing Bonds with Embedded Options :*Structured Products *Derivatives :*Types of Derivative Instruments and their Characteristics :*Forward Markets and Instruments :*Futures Markets and Instruments :*Options Markets and Instruments :*Swaps Markets and Instruments :*Credit Derivatives Markets and Instruments *Alternative Investments :*Types of Alternative Investments and their Characteristics :*Real Estate :*Private Equity/Venture Capital :*Hedge Funds :*Closely-held Companies and Inactively Traded Securities :*Distressed Securities/Bankruptcies :*Commodities :*Tangible Assets with Low Liquidity *Portfolio Management and Wealth Planning :*Portfolio Concepts :*Management of Individual/Family Investor Portfolios :*Management of Institutional Investor Portfolios :*Pension Plans and Employee Benefit Funds :*Investment Manager Selection :*Other Institutional Investors :*Mutual Funds, Pooled Funds, and ETFs :*Economic Analysis and Setting Capital Market Expectations :*Tax Efficiency :*Asset Allocation (including Currency Overlay) :*Portfolio Construction and Revision :*Equity Portfolio Management Strategies :*Fixed-Income Portfolio Management Strategies :*Alternative Investments Management Strategies :*Risk Management :*Execution of Portfolio Decisions (Trading) :*Performance Evaluation 77c4otyarh7w6nbgpucen7j18gta560 1145 1144 2024-05-24T04:57:38Z Michael 1 1 revision imported 1144 wikitext text/x-wiki *Ethical and Professional Standards :*Professional Standards of Practice :*Ethical Practices *Quantitative Methods :*Time Value of Money :*Probability :*Probability Distributions and Descriptive Statistics :*Sampling and Estimation :*Hypothesis Testing: :*Correlation Analysis and Regression :*Time Series Analysis :*Simulation Analysis :*Technical Analysis *Economics :*Market Forces of Supply and Demand :*The Firm and Industry Organization :*Measuring National Income and Growth :*Business Cycles :*The Monetary System :*Inflation :*International Trade and Capital Flows :*Currency Exchange Rates :*Monetary and Fiscal Policy :*Economic Growth and Development :*Effects of Government Regulation :*Impact of Economic Factors on Investment Markets *Financial Reporting and Analysis :*Financial Reporting System (IFRS and GAAP) :*Principal Financial Statements :*Financial Reporting Quality :*Analysis of Inventories :*Analysis of Long-Lived Assets :*Analysis of Taxes :*Analysis of Debt :*Analysis of Off-Balance-Sheet Assets and Liabilities :*Analysis of Pensions, Stock Compensation, and Other Employee Benefits :*Analysis of Inter-Corporate Investments :*Analysis of Business Combinations :*Analysis of Global Operations :*Ratio and Financial Analysis *Corporate Finance :*Corporate Governance :*Dividend Policy :*Capital Investment Decisions :*Business and Financial Risk :*Long-Term Financial Policy :*Short-Term Financial Policy :*Mergers and Acquisitions and Corporate Restructuring *Equity Investments :*Types of Equity Securities and their Characteristics :*Equity Markets: Characteristics, Institutions, and Benchmarks :*Fundamental Analysis (Sector, Industry, Company) and the Valuation of Individual Equity Securities :*Equity Market Valuation and Return Analysis :*Special Applications of Fundamental Analysis (Residual Earnings) :*Equity of Hybrid Investment Vehicles *Fixed Income :*Types of Fixed-Income Securities and their Characteristics :*Fixed-Income Markets: Characteristics, Institutions, and Benchmarks :*Fixed-Income Valuation (Sector, Industry, Company) and Return Analysis :*Term Structure Determination and Yield Spreads :*Analysis of Interest Rate Risk :*Analysis of Credit Risk :*Valuing Bonds with Embedded Options :*Structured Products *Derivatives :*Types of Derivative Instruments and their Characteristics :*Forward Markets and Instruments :*Futures Markets and Instruments :*Options Markets and Instruments :*Swaps Markets and Instruments :*Credit Derivatives Markets and Instruments *Alternative Investments :*Types of Alternative Investments and their Characteristics :*Real Estate :*Private Equity/Venture Capital :*Hedge Funds :*Closely-held Companies and Inactively Traded Securities :*Distressed Securities/Bankruptcies :*Commodities :*Tangible Assets with Low Liquidity *Portfolio Management and Wealth Planning :*Portfolio Concepts :*Management of Individual/Family Investor Portfolios :*Management of Institutional Investor Portfolios :*Pension Plans and Employee Benefit Funds :*Investment Manager Selection :*Other Institutional Investors :*Mutual Funds, Pooled Funds, and ETFs :*Economic Analysis and Setting Capital Market Expectations :*Tax Efficiency :*Asset Allocation (including Currency Overlay) :*Portfolio Construction and Revision :*Equity Portfolio Management Strategies :*Fixed-Income Portfolio Management Strategies :*Alternative Investments Management Strategies :*Risk Management :*Execution of Portfolio Decisions (Trading) :*Performance Evaluation 77c4otyarh7w6nbgpucen7j18gta560 0 589 1146 2009-05-22T19:45:30Z Greis>Michael 0 1146 wikitext text/x-wiki *[[Ethical and Professional Standards |Reading 1]] - Code of Ethics and Standards of Professional Conduct *[[Ethical and Professional Standards|Reading 2]] - Guidance for Standards I - VII *[[Ethical and Professional Standards|Reading 3]] - Ethics in Practice *[[Ethical and Professional Standards|Reading 4]] - The Consultant *[[Ethical and Professional Standards|Reading 5]] - Pearl Investment Management *[[Ethical and Professional Standards|Reading 6]] - Asset Manager Code of Professional Conduct *[[Behavioral Finance|Reading 7]] - Heuristic-Driven Bias: The First Theme *[[Behavioral Finance|Reading 8]] - Frame Dependence: The Second Theme *[[Behavioral Finance|Reading 9]] - Inefficient Markets: The Third Theme *[[Behavioral Finance|Reading 10]] - Portfolios, Pyramids, Emotions, and Biases *[[Behavioral Finance|Reading 11]] - Investment Decision Making in Defined Contribution Pension Plans *[[Behavioral Finance|Reading 12]] - The Folly of Forecasting: Ignore All Economists, Strategists and Analysts *[[Behavioral Finance|Reading 13]] - Alpha Hunters and Beta Grazers *[[Managing Individual Investor Portfolios|Reading 14]] - Managing Individual Investor Portfolios *[[ |Reading 15]] - Investment Management for Taxable Investors *[[Multiple Asset Locations|Reading 16]] - Multiple Asset Locations *[[Managing Individual Investor Portfolios#Low Basis Stock|Reading 17]] - Low-Basis Stock *[[ |Reading 18]] - Goals-Based Investing: Integrating Traditional and Behavioral Finance *[[ |Reading 19]] - Life-Cycle Investing *[[Managing Individual Investor Portfolios#Human Capital, Asset Allocation and Life Insurance|Reading 20]] - Human Capital, Asset Allocation and Life Insurance *[[Managing Institutional Investor Portfolios|Reading 21]] - Managing Institutional Investor Portfolios *[[ |Reading 22]] - Allocating Shareholder Capital to Pension Plans *[[Capital Market Expectations|Reading 23]] - Capital Market Expectations *[[Macroanalysis and Microvaluation of the Stock Market|Reading 24]] - Macroanalysis and Microvaluation of the Stock Market *[[ |Reading 25]] - Dreaming with BRICs *[[Asset Allocation|Reading 26]] - Asset Allocation *[[ |Reading 27]] - Linking Pension Liabilities to Assets *[[ |Reading 28]] - Case for International Diversification *[[Fixed Income Portfolio Management|Reading 29]] - Fixed Income Portfolio Management - Part I *[[ |Reading 30]] - Relative Value Methodologies for Global Credit Bond Portfolio Management *[[Fixed Income Portfolio Management|Reading 31]] - Fixed Income Portfolio Management - Part II *[[Hedging Mortgage-Backed Securities |Reading 32]] - Hedging Mortgage Securities to Capture Relative Value *[[Equity Portfolio Management|Reading 33]] - Equity Portfolio Management *[[ |Reading 34]] - Corporate Governance *[[ |Reading 35]] - International Equity Benchmarks *[[ |Reading 36]] - Emerging Markets Finance *[[Alternative Investments|Reading 37]] - Alternative Investments Portfolio Mgmt *[[ |Reading 38]] - Swaps *[[Commodity Forwards and Futures|Reading 39]] - Commodity Forwards & Futures *[[Risk Management|Reading 40]] - Risk Management *[[ |Reading 41]] - Currency Risk Management *[[Risk Management/Forwards and Futures|Reading 42]] - Risk Mgmt Applications of Forwards & Futures Strategies *[[Risk Management/Options|Reading 43]] - Risk Mgmt Applications of Option Strategies *[[Risk Management/Swaps|Reading 44]] - Risk Management Applications of Swap Strategies *[[Execution of Portfolio Decisions|Reading 45]] - Execution of Portfolio Decisions *[[Monitoring and Rebalancing|Reading 46]] - Monitoring & Rebalancing *[[Evaluating Portfolio Performance|Reading 47]] - Evaluating Portfolio Performance *[[Global Performance Evaluation|Reading 48]] - Global Performance Evaluation *[[GIPS|Reading 49]] - Managing Investment Performance - GIPS e494lq4poymx1o3ipalyt5o4x8luaoq 1147 1146 2024-05-24T04:57:38Z Michael 1 1 revision imported 1146 wikitext text/x-wiki *[[Ethical and Professional Standards |Reading 1]] - Code of Ethics and Standards of Professional Conduct *[[Ethical and Professional Standards|Reading 2]] - Guidance for Standards I - VII *[[Ethical and Professional Standards|Reading 3]] - Ethics in Practice *[[Ethical and Professional Standards|Reading 4]] - The Consultant *[[Ethical and Professional Standards|Reading 5]] - Pearl Investment Management *[[Ethical and Professional Standards|Reading 6]] - Asset Manager Code of Professional Conduct *[[Behavioral Finance|Reading 7]] - Heuristic-Driven Bias: The First Theme *[[Behavioral Finance|Reading 8]] - Frame Dependence: The Second Theme *[[Behavioral Finance|Reading 9]] - Inefficient Markets: The Third Theme *[[Behavioral Finance|Reading 10]] - Portfolios, Pyramids, Emotions, and Biases *[[Behavioral Finance|Reading 11]] - Investment Decision Making in Defined Contribution Pension Plans *[[Behavioral Finance|Reading 12]] - The Folly of Forecasting: Ignore All Economists, Strategists and Analysts *[[Behavioral Finance|Reading 13]] - Alpha Hunters and Beta Grazers *[[Managing Individual Investor Portfolios|Reading 14]] - Managing Individual Investor Portfolios *[[ |Reading 15]] - Investment Management for Taxable Investors *[[Multiple Asset Locations|Reading 16]] - Multiple Asset Locations *[[Managing Individual Investor Portfolios#Low Basis Stock|Reading 17]] - Low-Basis Stock *[[ |Reading 18]] - Goals-Based Investing: Integrating Traditional and Behavioral Finance *[[ |Reading 19]] - Life-Cycle Investing *[[Managing Individual Investor Portfolios#Human Capital, Asset Allocation and Life Insurance|Reading 20]] - Human Capital, Asset Allocation and Life Insurance *[[Managing Institutional Investor Portfolios|Reading 21]] - Managing Institutional Investor Portfolios *[[ |Reading 22]] - Allocating Shareholder Capital to Pension Plans *[[Capital Market Expectations|Reading 23]] - Capital Market Expectations *[[Macroanalysis and Microvaluation of the Stock Market|Reading 24]] - Macroanalysis and Microvaluation of the Stock Market *[[ |Reading 25]] - Dreaming with BRICs *[[Asset Allocation|Reading 26]] - Asset Allocation *[[ |Reading 27]] - Linking Pension Liabilities to Assets *[[ |Reading 28]] - Case for International Diversification *[[Fixed Income Portfolio Management|Reading 29]] - Fixed Income Portfolio Management - Part I *[[ |Reading 30]] - Relative Value Methodologies for Global Credit Bond Portfolio Management *[[Fixed Income Portfolio Management|Reading 31]] - Fixed Income Portfolio Management - Part II *[[Hedging Mortgage-Backed Securities |Reading 32]] - Hedging Mortgage Securities to Capture Relative Value *[[Equity Portfolio Management|Reading 33]] - Equity Portfolio Management *[[ |Reading 34]] - Corporate Governance *[[ |Reading 35]] - International Equity Benchmarks *[[ |Reading 36]] - Emerging Markets Finance *[[Alternative Investments|Reading 37]] - Alternative Investments Portfolio Mgmt *[[ |Reading 38]] - Swaps *[[Commodity Forwards and Futures|Reading 39]] - Commodity Forwards & Futures *[[Risk Management|Reading 40]] - Risk Management *[[ |Reading 41]] - Currency Risk Management *[[Risk Management/Forwards and Futures|Reading 42]] - Risk Mgmt Applications of Forwards & Futures Strategies *[[Risk Management/Options|Reading 43]] - Risk Mgmt Applications of Option Strategies *[[Risk Management/Swaps|Reading 44]] - Risk Management Applications of Swap Strategies *[[Execution of Portfolio Decisions|Reading 45]] - Execution of Portfolio Decisions *[[Monitoring and Rebalancing|Reading 46]] - Monitoring & Rebalancing *[[Evaluating Portfolio Performance|Reading 47]] - Evaluating Portfolio Performance *[[Global Performance Evaluation|Reading 48]] - Global Performance Evaluation *[[GIPS|Reading 49]] - Managing Investment Performance - GIPS e494lq4poymx1o3ipalyt5o4x8luaoq 0 590 1148 2016-04-26T18:13:04Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.cfainstitute.org CFA Institute] {{Organizational Con..." 1148 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.cfainstitute.org CFA Institute] {{Organizational Connections}} ---- [[Category:Associations]] l3w1t63cepbi5tacs9g43y17eg40g7y 1149 1148 2024-05-24T04:57:39Z Michael 1 1 revision imported 1148 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.cfainstitute.org CFA Institute] {{Organizational Connections}} ---- [[Category:Associations]] l3w1t63cepbi5tacs9g43y17eg40g7y 0 591 1150 2018-10-25T19:11:01Z Greis>Michael 0 1150 wikitext text/x-wiki [https://www.cfainstitute.org/ethics/codes/about-code-of-ethics-and-standards CFA Institute Code of Ethics and Standards pages] Members of CFA Institute (including Chartered Financial Analyst ® [CFA®] charterholders) and candidates for the CFA designation must: *Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets. *Place the integrity of the investment profession and the interests of clients above their own personal interests. *Use reasonable care and exercise independent professional judgement when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities. *Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession. *Promote the integrity and viability of the global capital markets for the ultimate benefit of society. *Maintain and improve their professional competence and strive to maintain and improve the competence of other investment professionals. qhaquyt4ihmubfau962g6xqgpkdzcy3 1151 1150 2024-05-24T04:57:39Z Michael 1 1 revision imported 1150 wikitext text/x-wiki [https://www.cfainstitute.org/ethics/codes/about-code-of-ethics-and-standards CFA Institute Code of Ethics and Standards pages] Members of CFA Institute (including Chartered Financial Analyst ® [CFA®] charterholders) and candidates for the CFA designation must: *Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets. *Place the integrity of the investment profession and the interests of clients above their own personal interests. *Use reasonable care and exercise independent professional judgement when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities. *Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession. *Promote the integrity and viability of the global capital markets for the ultimate benefit of society. *Maintain and improve their professional competence and strive to maintain and improve the competence of other investment professionals. qhaquyt4ihmubfau962g6xqgpkdzcy3 0 592 1152 2020-06-10T18:32:28Z Greis>Michael 0 1152 wikitext text/x-wiki A [[entity of::CFA Institute]] project to chart the Future of Sustainable Investing (finally....). === June 2020 Boston Roundtable === (Virtual) roundtable held 2020-06-10. CFA Institute, CFA Boston and Facilitators: *Dan O'Connor <daniel.oconnor@cfainstitute.org> (P) *Mike Trotsky <mtrotsky@mapension.com> (P) *Jeanne Wolf <jwolf@cfaboston.org> (P) *Gary Sarkissian <gsarkissian@cfaboston.org> (P) *Rebecca Fender <rebecca.fender@cfainstitute.org> (P) *Bob Stammers <Robert.Stammers@cfainstitute.org> (P) *Nischal Pai <nischal.pai@cfainstitute.org> *Tom Collimore <tom.collimore@cfainstitute.org> *Ryan Munson <ryan.munson@cfainstitute.org> *Kamla Mangar <kamla.mangar@cfainstitute.org> (P) *Rhodri Preece <Rhodri.Preece@cfainstitute.org> (P?) *Roger Urwin <Roger.Urwin@willistowerswatson.com> (P) *Susan Farris <Susan.Farris@cibc.com> *Nick Bartlett <nick.bartlett@cfainstitute.org> *Ivka Kalus <ivka.kalus@promethoscapital.com> (for CFAi on this project or as local panelist?) Participants: *Kathleen Bochman <KBochman@loomissayles.com> (P) *Todd Bridges <Todd.Bridges@arabesque.com>s *Holly Carson <Holly.Carson@gmo.com> (P) *Jason Harrison <Jason.Harrison@gmo.com> :*Holly (), GMO (P) *Bill Davis <bdavis@stancecap.com> (P) *Susan Farris <Susan.Farris@cibcatlantictrust.com> *Michael Greis <mjg@riverbendadvisors.com> (P) *Joe Keefe <j.keefe@impaxam.com> *Patricia Schneider <PSchneider@FIDUCIARY-TRUST.COM> (P) *Christine Todd <christinetodd@me.com> (P?) *Allison Walsh <Awalsh@incomeresearch.com> *Joe Sylvester <joe.sylvester@promethoscapital.com> (P) *Andrew Wetzel <awetzel@flputnam.com> *Michael (), Income Research (P) * nhd4q41972tzvtqirrizi0wuasm6xlw 1153 1152 2024-05-24T04:57:39Z Michael 1 1 revision imported 1152 wikitext text/x-wiki A [[entity of::CFA Institute]] project to chart the Future of Sustainable Investing (finally....). === June 2020 Boston Roundtable === (Virtual) roundtable held 2020-06-10. CFA Institute, CFA Boston and Facilitators: *Dan O'Connor <daniel.oconnor@cfainstitute.org> (P) *Mike Trotsky <mtrotsky@mapension.com> (P) *Jeanne Wolf <jwolf@cfaboston.org> (P) *Gary Sarkissian <gsarkissian@cfaboston.org> (P) *Rebecca Fender <rebecca.fender@cfainstitute.org> (P) *Bob Stammers <Robert.Stammers@cfainstitute.org> (P) *Nischal Pai <nischal.pai@cfainstitute.org> *Tom Collimore <tom.collimore@cfainstitute.org> *Ryan Munson <ryan.munson@cfainstitute.org> *Kamla Mangar <kamla.mangar@cfainstitute.org> (P) *Rhodri Preece <Rhodri.Preece@cfainstitute.org> (P?) *Roger Urwin <Roger.Urwin@willistowerswatson.com> (P) *Susan Farris <Susan.Farris@cibc.com> *Nick Bartlett <nick.bartlett@cfainstitute.org> *Ivka Kalus <ivka.kalus@promethoscapital.com> (for CFAi on this project or as local panelist?) Participants: *Kathleen Bochman <KBochman@loomissayles.com> (P) *Todd Bridges <Todd.Bridges@arabesque.com>s *Holly Carson <Holly.Carson@gmo.com> (P) *Jason Harrison <Jason.Harrison@gmo.com> :*Holly (), GMO (P) *Bill Davis <bdavis@stancecap.com> (P) *Susan Farris <Susan.Farris@cibcatlantictrust.com> *Michael Greis <mjg@riverbendadvisors.com> (P) *Joe Keefe <j.keefe@impaxam.com> *Patricia Schneider <PSchneider@FIDUCIARY-TRUST.COM> (P) *Christine Todd <christinetodd@me.com> (P?) *Allison Walsh <Awalsh@incomeresearch.com> *Joe Sylvester <joe.sylvester@promethoscapital.com> (P) *Andrew Wetzel <awetzel@flputnam.com> *Michael (), Income Research (P) * nhd4q41972tzvtqirrizi0wuasm6xlw 0 593 1154 2018-11-29T20:40:50Z Greis>Michael 0 1154 wikitext text/x-wiki <!-- Can delete this section once the project page is created --> <!-- Also delete the category at the bottom of the page --> An [[project status::complete]] [[activity type::work project]] with [[entity of::CFA Institute]]. Begun 2016-12. [[shortname::{{SUBPAGENAME}}| ]] __NOTOC__ <u>'''Status'''</u>: {{hct|color=#0044dd|Research Brief published 2018-11}} <u>Previous milestones</u>: *CFA RI currently editing and preparing for publication *Articles and introduction delivered to Bud {{hct|2017-09-26}} Note: See the RBA mail folder ''Riverbend Advisors/Projects/Research Brief'' for other information <u>'''To-do'''</u>: {{ProjectParentPage}} ccwuvs9mrv3euzau3321ntamset08pz 1155 1154 2024-05-24T04:57:39Z Michael 1 1 revision imported 1154 wikitext text/x-wiki <!-- Can delete this section once the project page is created --> <!-- Also delete the category at the bottom of the page --> An [[project status::complete]] [[activity type::work project]] with [[entity of::CFA Institute]]. Begun 2016-12. [[shortname::{{SUBPAGENAME}}| ]] __NOTOC__ <u>'''Status'''</u>: {{hct|color=#0044dd|Research Brief published 2018-11}} <u>Previous milestones</u>: *CFA RI currently editing and preparing for publication *Articles and introduction delivered to Bud {{hct|2017-09-26}} Note: See the RBA mail folder ''Riverbend Advisors/Projects/Research Brief'' for other information <u>'''To-do'''</u>: {{ProjectParentPage}} ccwuvs9mrv3euzau3321ntamset08pz 0 594 1156 2017-10-12T15:50:13Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{Pr..." 1156 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} Bud Haslett - would I be interested in putting together a research brief on ESG based on our 2016 Sustainable Investing Seminar? *Jacques Lucier in Montreal on forecasts and factors.....write a few pages...he wrote a forward... put it together and published it.... :*Have downloaded a copy *Bud brought it up at board meeting - definitely interested in ESG content *Geographic - Americas, EMEA & APAC :*May want to do one for each *Or deep dive into one area..... *80 - 95% certain of approval <u>Timeline</u> *Send proposal and get approval *3 - 6 months to publication *Get 4 - 5 speakers from 2016 Sustainable Investing seminar to write 4-5 page papers on what they spoke about at the event. *I would write the introduction Questions: *Theme? How to pull the disparate information together Topic areas: *long-term investing..... *could go back to previous speakers.... 90hoct31nle2q70l430f5gzwyvkj23p 1157 1156 2024-05-24T04:57:39Z Michael 1 1 revision imported 1156 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} Bud Haslett - would I be interested in putting together a research brief on ESG based on our 2016 Sustainable Investing Seminar? *Jacques Lucier in Montreal on forecasts and factors.....write a few pages...he wrote a forward... put it together and published it.... :*Have downloaded a copy *Bud brought it up at board meeting - definitely interested in ESG content *Geographic - Americas, EMEA & APAC :*May want to do one for each *Or deep dive into one area..... *80 - 95% certain of approval <u>Timeline</u> *Send proposal and get approval *3 - 6 months to publication *Get 4 - 5 speakers from 2016 Sustainable Investing seminar to write 4-5 page papers on what they spoke about at the event. *I would write the introduction Questions: *Theme? How to pull the disparate information together Topic areas: *long-term investing..... *could go back to previous speakers.... 90hoct31nle2q70l430f5gzwyvkj23p 0 595 1158 2017-10-12T16:03:49Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{Pr..." 1158 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} <u>Note to authors</u> {{hct|2017-09-28}}: :I have one additional administrative item. The CFA Research Institute provides an honorarium for publication of a research brief. It leaves the allocation and distribution of the honorarium ($3,000 in total) up to the five of us as the contributors to the brief. They can make payment(s) to us, and/or not-for-profit organizations we specify if we do not wish to or cannot take payments ourselves. Please let me know your preferences////. <u>Author Responses</u> (Details in e-mail folder) *Andreas Feiner - Helping Means Joy (German charity) :*Checking with Jessica whether CFAi can pay them directly :*Downloaded PDF with donation instructions *MJG - Send to me *Andreas Hoepner - TPI (The Philanthropic Initiative, an operating unit of the Boston Foundation) :*Donation may be directed through TBF - waiting for response from Andreas *Steve Lydenberg - Send to him *'''George Serafeim''' - {{hct|Waiting for response}} :*Left voicemail for Peter Simms {{hct|2017-10-12}} fg1ah9xbakv6a07mbridqqtms4191tc 1159 1158 2024-05-24T04:57:39Z Michael 1 1 revision imported 1158 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> <!-- "project work" can be replaced by a different activity type --> {{ProjectSubPage|project work|}} <u>Note to authors</u> {{hct|2017-09-28}}: :I have one additional administrative item. The CFA Research Institute provides an honorarium for publication of a research brief. It leaves the allocation and distribution of the honorarium ($3,000 in total) up to the five of us as the contributors to the brief. They can make payment(s) to us, and/or not-for-profit organizations we specify if we do not wish to or cannot take payments ourselves. Please let me know your preferences////. <u>Author Responses</u> (Details in e-mail folder) *Andreas Feiner - Helping Means Joy (German charity) :*Checking with Jessica whether CFAi can pay them directly :*Downloaded PDF with donation instructions *MJG - Send to me *Andreas Hoepner - TPI (The Philanthropic Initiative, an operating unit of the Boston Foundation) :*Donation may be directed through TBF - waiting for response from Andreas *Steve Lydenberg - Send to him *'''George Serafeim''' - {{hct|Waiting for response}} :*Left voicemail for Peter Simms {{hct|2017-10-12}} fg1ah9xbakv6a07mbridqqtms4191tc 0 596 1160 2017-07-19T16:44:57Z Greis>Michael 0 1160 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Tracking topics (and authors) in ''C:\Documents\Career\Projects\CFAi Research Brief''\'''SI Research Brief timeline.xlsx''' spreadsheet. <hr/> <br /><br /> Mainstreaming Sustainable Investing has been the overarching theme and the focus of the CFA Society of Boston's yearly Sustainable Investing seminar since its inception in 2013. That was a bold statement in 2013; it is now a widely accepted reality. The 2016 seminar showcased how deeply and broadly ESG has reached into the profession of investment management. For investment practitioners learning about ESG, the first and dominant narrative is about the impact of ES&G factors on companies and stock prices. This brief, featuring speakers at the 2016 CFA Society of Boston's 4th annual Sustainable Investing seminar, will expand those horizons considerably. :(Editor) '''Michael J. Greis, CFA, ''Principal, Riverbend Advisors'' ''' {{color|#0000cc|Investing in an era of disruption and transformational change: the value of material ESG information}} :'''George Serafeim''', Jakurski Family Associate Professor at Harvard Business School In the last five years we have collected an impressive body of work that suggests that material ESG information is value relevant. As our economy goes through a radical transformation due to technology and climate change, robust ESG information will be necessary to understand which organizations will be successful and how to deploy capital in markets. We will highlight industry-specific examples of the impact of material ESG information. {{color|#0000cc|Machine learning and big data enable a quantitative approach to ESG}} :'''Andreas Feiner''', Founding Partner and Head of ESG Research & Advisory, Arabesque Asset Management Very much like the use of financial data in the 20th century, the increasing availability of sustainability or non-financial information presents an important opportunity to investors to make better investment decisions. However, it can be challenging to process such an overwhelming amount of both financial and non-financial data sources. Leveraging the power of big data and machine learning, ESG Quant approaches like Arabesque S-Ray™ can help investors to harness the power of sustainability information, and integrate it within the investment decision making process in a transparent and straightforward manner. {{color|#0000cc|Analyzing performance of ESG factors in a mixed asset setting}} :'''Andreas G. F. Hoepner''', PhD, Professor of Operational Risk, Banking & Finance at University College Dublin Analyzing ESG factor impacts is commonplace for equity portfolios, much less so in fixed income. This groundbreaking research considers the integration of ESG issues into a mixed assets universe, where equity and fixed income securities are examined in one analytical setting. Which of the dozens of E, S or G issues perform well in both equity and fixed income securities and especially in the mixed setting? The results are surprising, especially with regard to G issues, which tend to be coded from the perspective of the shareholder (as opposed to the bondholder). {{color|#0000cc|Understanding and capitalizing on systemic impacts of ESG factors}} :'''Steve Lydenberg''', CFA, Partner, Strategic Vision, Domini Social Investments; Founder & CEO, The Investment Integration Project In a hyper-connected world economy, it is increasingly apparent that the powerful forces of finance have the ability to “rock the boat” of foundational environmental, societal and financial systems or, conversely, to “create a rising tide” of investment opportunities. By complementing the efficient discipline of portfolio management with certain specific intentional actions, investors can manage risks and rewards at these systems-related levels as well as within their portfolios. Systems-level considerations have the potential to generate a “smart beta” play, with managing of risks and rewards at these levels increasing the performance of whole indexes, as opposed to helping generate increased “alpha” for individual portfolios. === Additional Possible Authors === *John Streur - approached early 2017. Follow up again. *Anna Snider - approached early 2017. Followed up at {{hct|2017-07-12}} meeting. Check in *Sarah Williamson - not yet approached === Archive === {{OpenHidden}} *'''Andreas Hoepner''' :Integration of ESG issues into a mixed assets universe, where equity and fixed income securities are analysed in one analytical setting. The question which of the dozens of E, S or G, issues perform well in both, equity and fixed income securities and especially the mixed setting? The results are surprising, especially with regard to G issues, which tend to be coded from the perspective of the shareholder (as opposed to the bondholder) :*Edited: :How are ESG issues integrated into a mixed assets universe, where equity and fixed income securities are examined in one analytical setting? Which of the dozens of E, S or G issues perform well in both equity and fixed income securities and especially in the mixed setting? The results are surprising, especially with regard to G issues, which tend to be coded from the perspective of the shareholder (as opposed to the bondholder). *'''Steve Lydenberg''' :As the world in the 21st century becomes to a greater and greater extent hyper-connected, the ability of the powerful forces of finance to “rock the boat” of foundational environmental, societal and financial systems or, conversely, “create a rising tide” of investment opportunities, is increasingly apparent. By complementing the efficient discipline of portfolio management with certain specific intentional actions, investors can manage risks and rewards at these systems-related levels as well as within their portfolios. The necessity for doing so has been recently demonstrated by the destabilization that investors’ failure to acknowledge systems-level risks played in the 2008 financial crisis and is implicit in the potential risks and rewards of climate change within virtually all asset classes. This essay will explore this phenomenon and the tools available for investors to address it in their daily practice. :Systems-level considerations have the potential to generate a “smart beta” play, with managing of risks and rewards at these levels increasing the performance of whole indexes, as opposed to helping generate increased “alpha” for individual portfolios. :*Edited: :In an increasingly hyper-connected world, large scale investors can both “rock the boat” of foundational environmental, societal and financial systems or, conversely, “create a rising tide” of investment opportunities. foundational environmental, social and financial systems. The destabilization that investors’ failure to acknowledge systems-level risks played in the 2008 financial crisis and the potential risks and rewards of climate change across virtually all asset classes are two such examples. This essay will explore this phenomenon and the tools available for investors to address it in their daily practice. Systems-level considerations have the potential to generate a “smart beta” play, with managing of risks and rewards at these levels increasing the performance of whole indexes, as opposed to helping generate increased “alpha” for individual portfolios. {{CloseHidden}} axbkfoi48gybhq8pxlcz97kt1trnonw 1161 1160 2024-05-24T04:57:39Z Michael 1 1 revision imported 1160 wikitext text/x-wiki <!-- Blank template used with InputBox on project parent pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} Tracking topics (and authors) in ''C:\Documents\Career\Projects\CFAi Research Brief''\'''SI Research Brief timeline.xlsx''' spreadsheet. <hr/> <br /><br /> Mainstreaming Sustainable Investing has been the overarching theme and the focus of the CFA Society of Boston's yearly Sustainable Investing seminar since its inception in 2013. That was a bold statement in 2013; it is now a widely accepted reality. The 2016 seminar showcased how deeply and broadly ESG has reached into the profession of investment management. For investment practitioners learning about ESG, the first and dominant narrative is about the impact of ES&G factors on companies and stock prices. This brief, featuring speakers at the 2016 CFA Society of Boston's 4th annual Sustainable Investing seminar, will expand those horizons considerably. :(Editor) '''Michael J. Greis, CFA, ''Principal, Riverbend Advisors'' ''' {{color|#0000cc|Investing in an era of disruption and transformational change: the value of material ESG information}} :'''George Serafeim''', Jakurski Family Associate Professor at Harvard Business School In the last five years we have collected an impressive body of work that suggests that material ESG information is value relevant. As our economy goes through a radical transformation due to technology and climate change, robust ESG information will be necessary to understand which organizations will be successful and how to deploy capital in markets. We will highlight industry-specific examples of the impact of material ESG information. {{color|#0000cc|Machine learning and big data enable a quantitative approach to ESG}} :'''Andreas Feiner''', Founding Partner and Head of ESG Research & Advisory, Arabesque Asset Management Very much like the use of financial data in the 20th century, the increasing availability of sustainability or non-financial information presents an important opportunity to investors to make better investment decisions. However, it can be challenging to process such an overwhelming amount of both financial and non-financial data sources. Leveraging the power of big data and machine learning, ESG Quant approaches like Arabesque S-Ray™ can help investors to harness the power of sustainability information, and integrate it within the investment decision making process in a transparent and straightforward manner. {{color|#0000cc|Analyzing performance of ESG factors in a mixed asset setting}} :'''Andreas G. F. Hoepner''', PhD, Professor of Operational Risk, Banking & Finance at University College Dublin Analyzing ESG factor impacts is commonplace for equity portfolios, much less so in fixed income. This groundbreaking research considers the integration of ESG issues into a mixed assets universe, where equity and fixed income securities are examined in one analytical setting. Which of the dozens of E, S or G issues perform well in both equity and fixed income securities and especially in the mixed setting? The results are surprising, especially with regard to G issues, which tend to be coded from the perspective of the shareholder (as opposed to the bondholder). {{color|#0000cc|Understanding and capitalizing on systemic impacts of ESG factors}} :'''Steve Lydenberg''', CFA, Partner, Strategic Vision, Domini Social Investments; Founder & CEO, The Investment Integration Project In a hyper-connected world economy, it is increasingly apparent that the powerful forces of finance have the ability to “rock the boat” of foundational environmental, societal and financial systems or, conversely, to “create a rising tide” of investment opportunities. By complementing the efficient discipline of portfolio management with certain specific intentional actions, investors can manage risks and rewards at these systems-related levels as well as within their portfolios. Systems-level considerations have the potential to generate a “smart beta” play, with managing of risks and rewards at these levels increasing the performance of whole indexes, as opposed to helping generate increased “alpha” for individual portfolios. === Additional Possible Authors === *John Streur - approached early 2017. Follow up again. *Anna Snider - approached early 2017. Followed up at {{hct|2017-07-12}} meeting. Check in *Sarah Williamson - not yet approached === Archive === {{OpenHidden}} *'''Andreas Hoepner''' :Integration of ESG issues into a mixed assets universe, where equity and fixed income securities are analysed in one analytical setting. The question which of the dozens of E, S or G, issues perform well in both, equity and fixed income securities and especially the mixed setting? The results are surprising, especially with regard to G issues, which tend to be coded from the perspective of the shareholder (as opposed to the bondholder) :*Edited: :How are ESG issues integrated into a mixed assets universe, where equity and fixed income securities are examined in one analytical setting? Which of the dozens of E, S or G issues perform well in both equity and fixed income securities and especially in the mixed setting? The results are surprising, especially with regard to G issues, which tend to be coded from the perspective of the shareholder (as opposed to the bondholder). *'''Steve Lydenberg''' :As the world in the 21st century becomes to a greater and greater extent hyper-connected, the ability of the powerful forces of finance to “rock the boat” of foundational environmental, societal and financial systems or, conversely, “create a rising tide” of investment opportunities, is increasingly apparent. By complementing the efficient discipline of portfolio management with certain specific intentional actions, investors can manage risks and rewards at these systems-related levels as well as within their portfolios. The necessity for doing so has been recently demonstrated by the destabilization that investors’ failure to acknowledge systems-level risks played in the 2008 financial crisis and is implicit in the potential risks and rewards of climate change within virtually all asset classes. This essay will explore this phenomenon and the tools available for investors to address it in their daily practice. :Systems-level considerations have the potential to generate a “smart beta” play, with managing of risks and rewards at these levels increasing the performance of whole indexes, as opposed to helping generate increased “alpha” for individual portfolios. :*Edited: :In an increasingly hyper-connected world, large scale investors can both “rock the boat” of foundational environmental, societal and financial systems or, conversely, “create a rising tide” of investment opportunities. foundational environmental, social and financial systems. The destabilization that investors’ failure to acknowledge systems-level risks played in the 2008 financial crisis and the potential risks and rewards of climate change across virtually all asset classes are two such examples. This essay will explore this phenomenon and the tools available for investors to address it in their daily practice. Systems-level considerations have the potential to generate a “smart beta” play, with managing of risks and rewards at these levels increasing the performance of whole indexes, as opposed to helping generate increased “alpha” for individual portfolios. {{CloseHidden}} axbkfoi48gybhq8pxlcz97kt1trnonw 0 597 1162 2020-06-10T16:08:12Z Greis>Michael 0 1162 wikitext text/x-wiki [[project status::active| ]] [[shortname::{{SUBPAGENAME}}| ]][[topical resource for::Sustainable Investing Initiative| ]] A [[Activity type::work project]] to make the case for the [[involved::CFA Institute]] to create and hire me for a position as a '''cross-institute Sustainable Investing Leader'''. == Summary and Status == == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} a0ldd03h6lsyesczmx8bis4wzlq3tay 1163 1162 2024-05-24T04:57:39Z Michael 1 1 revision imported 1162 wikitext text/x-wiki [[project status::active| ]] [[shortname::{{SUBPAGENAME}}| ]][[topical resource for::Sustainable Investing Initiative| ]] A [[Activity type::work project]] to make the case for the [[involved::CFA Institute]] to create and hire me for a position as a '''cross-institute Sustainable Investing Leader'''. == Summary and Status == == Create project pages == <inputbox> type=create default={{PAGENAME}}/ preload=ProjectActivityBlankTemplate buttonlabel=Create new Project activity record </inputbox> {{ProjectParentPage}} a0ldd03h6lsyesczmx8bis4wzlq3tay 0 598 1164 2016-08-31T14:17:22Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} Conversations with involved::Dan Fas..." 1164 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} Conversations with [[involved::Dan Fasciano]] == Phone call 2016-08-31 == Scheduled for 10:00 am - LPM for Dan. == Phone call ~2016-08-26 == (Add notes) ojzlndv81hgsful7h62yzy1qe5nw1c1 1165 1164 2024-05-24T04:57:39Z Michael 1 1 revision imported 1164 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} Conversations with [[involved::Dan Fasciano]] == Phone call 2016-08-31 == Scheduled for 10:00 am - LPM for Dan. == Phone call ~2016-08-26 == (Add notes) ojzlndv81hgsful7h62yzy1qe5nw1c1 0 599 1166 2016-08-31T14:40:48Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == Meeting 2016-08-29 == Met with Geor..." 1166 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == Meeting 2016-08-29 == Met with George to discuss this and SASB Brown Bag Lunch. George commended me for my educational efforts on this important topic. He said that I am probably spending 80% of my time on BSAS and 20% on CFA Institute. He suggested I pivot that to 80% CFAI and 20% BSAS. I took that as the opening to articulate the case for the CFAI to create a position. *CFAI is a siloed organization. *Not going to change the whole organization because the silos do serve a functional purpose organizing the work CFAI does. *Proposing an cross-cutting overlay with expertise in making things happen in and for the societies *Harness and leverage the CFAI functional groups in support of the goal - demonstrate that their involvement advances their functional and the CFAI's goals *Demonstrate the value of this approach as a way to advance Institute goals with, within and by the functional teams working collaboratively with societies. *Other initiatives may benefit. George's reactions: *This is very important topic that our profession should tackle *Everyone he knew at CFAI is "dead or retired"... *He acknowledged that he does somewhat know Paul Smith :*MJG: recalling that George praised me to Paul when Paul did the BSAS Town Hall in October 2015 :*I said that "I would have no problem articulating this case to Paul Smith directly and I believe he would get it" :*George basically agreed *George said "I will take this on" :*Didn't elaborate, but implication was that he would raise the question with Paul in some way. George wanted to know *Who does CFA Institute have on this topic? :*[[involved::Usman Hayat]] was tasked and worked in this area in London (for CFA Research Institute?) ::*Usman left CFAI within the last year to return home to Pakistan for family reasons :*[[involved::Matt Orsagh]] has picked up this work in addition to his capital markets work ::*George asked, and I responded - yes, Matt understands and is interested in these issues :*NB: I have the on-the-ground experience and success with the societies.... k7ahdxl5sseiogjs70bre8xgmys7por 1167 1166 2024-05-24T04:57:39Z Michael 1 1 revision imported 1166 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|conversation|}} == Meeting 2016-08-29 == Met with George to discuss this and SASB Brown Bag Lunch. George commended me for my educational efforts on this important topic. He said that I am probably spending 80% of my time on BSAS and 20% on CFA Institute. He suggested I pivot that to 80% CFAI and 20% BSAS. I took that as the opening to articulate the case for the CFAI to create a position. *CFAI is a siloed organization. *Not going to change the whole organization because the silos do serve a functional purpose organizing the work CFAI does. *Proposing an cross-cutting overlay with expertise in making things happen in and for the societies *Harness and leverage the CFAI functional groups in support of the goal - demonstrate that their involvement advances their functional and the CFAI's goals *Demonstrate the value of this approach as a way to advance Institute goals with, within and by the functional teams working collaboratively with societies. *Other initiatives may benefit. George's reactions: *This is very important topic that our profession should tackle *Everyone he knew at CFAI is "dead or retired"... *He acknowledged that he does somewhat know Paul Smith :*MJG: recalling that George praised me to Paul when Paul did the BSAS Town Hall in October 2015 :*I said that "I would have no problem articulating this case to Paul Smith directly and I believe he would get it" :*George basically agreed *George said "I will take this on" :*Didn't elaborate, but implication was that he would raise the question with Paul in some way. George wanted to know *Who does CFA Institute have on this topic? :*[[involved::Usman Hayat]] was tasked and worked in this area in London (for CFA Research Institute?) ::*Usman left CFAI within the last year to return home to Pakistan for family reasons :*[[involved::Matt Orsagh]] has picked up this work in addition to his capital markets work ::*George asked, and I responded - yes, Matt understands and is interested in these issues :*NB: I have the on-the-ground experience and success with the societies.... k7ahdxl5sseiogjs70bre8xgmys7por 0 600 1168 2016-10-12T16:11:08Z Greis>Michael 0 1168 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} '''Goals''': *Advance Sustainable Investing in the profession by leveraging a successful model built at the society level :*Meet a growing demand across societies and geographies :*Demonstrate and generate leadership from local societies and engagement from members *Support the transformation of CFAi into an exemplar of the fast follower model :*Leverage local & institute capabilities :*A pilot and model that can be replicated as needed to address emerging and disruptive trends in our industry '''Why Sustainable Investing?''' *Sustainable Investing is an exemplar for the Future of Finance and growing rapidly now :*Sustainable investing is by definition long-term investing and putting the client first :*The tools of Sustainable Investing will be used by everyone across the profession *Identified as one of four institutional mega-trends in Urwin/Future of Finance study for CFA Insitute (September 2016) *Diversity - a significant focus in Sustainable Investing - the role of women in the economy and society, and addressing the needs and aspirations of a diverse global population :*Women professionals and clients have a high level of engagement and participation in Sustainable Investing ::*Up to 50% at our seminars and similar events *Demonstrated success of BSAS Sustainable Investing seminars *Local society interest across geographies '''Proposal''': A dedicated resource to build CFAi thought leadership, communities of practice at the society level and investment professional capabilities in an emerging high-impact area *Develops and replicates best practice local initiatives and leverages resources across CFAi silos (engage, not disrupt?) :*Demonstrates fast follower model :*Connects emerging areas with core functions of existing CFAi functional units to build support *Leverages demonstrated success at local & regional level - demonstrate commitment to local leadership *Incubates, advances and supports an important thematic area that, though not the current focus for Future of Finance, has been identified as both significant and disruptive. At completion of defined term (2-3 years), evaluate results and select going-forward options *Extend term *Assign dedicated CFAi resource *Assign responsibility for ongoing engagement to existing CFAi resource *Provide some CFAi support (financial, non-personnel resources) for regional/local society centers of excellence *Business as usual - incorporated into ongoing activities *Create a defined-term position (suggest 3 years) within CFAi based on: :*An identified trend/need :*A successful field-based model As a model: *Can be a component of achieving thought leadership in identified thematic area that is the current focus of Future of Finance *Can incubate, advance and support important thematic areas that are not the current focus for FoF (but may be in the future and should not be ignored in the meantime) *At the end of the defined term, evaluate results and select appropriate going-forward option: :*Success, scope of impact justify continued dedicated CFAi resource :*Success, ongoing curation and needed - assign responsibility to existing CFAi resource for ongoing engagement :*road geographic adoption, local society centers of excellence :*Specific results achieved; no ongoing need :*None of the above - widespread need/demand did not develop; programs did not meet need. Assess why and lessons learned for future initiatives *At the end of the defined term, evaluate results and select appropriate going-forward option: :*Continued dedicated CFAi resource :*Assign responsibility for ongoing engagement to existing CFAi resource :*CFAi support (financial, non-personnel resources) for regional/local society centers of excellence :*Business as usual - incorporated into ongoing activities *Navigate and leverage the silos of CFAi *Model an approach that can be replicated *Locally led, globally impactful *Defined institute role important to secure buy-in within CFAi. :*"Heads down and they will go away" view of consultants :*In it together - skin in the game *The demonstrated success of the BSAS-generated Sustainable Investing seminars (and related work) can be replicated globally *Creating a community of practice across CFAi. fj8xn9hi4iqvmbirfoe8xk5sutp1kfa 1169 1168 2024-05-24T04:57:39Z Michael 1 1 revision imported 1168 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} '''Goals''': *Advance Sustainable Investing in the profession by leveraging a successful model built at the society level :*Meet a growing demand across societies and geographies :*Demonstrate and generate leadership from local societies and engagement from members *Support the transformation of CFAi into an exemplar of the fast follower model :*Leverage local & institute capabilities :*A pilot and model that can be replicated as needed to address emerging and disruptive trends in our industry '''Why Sustainable Investing?''' *Sustainable Investing is an exemplar for the Future of Finance and growing rapidly now :*Sustainable investing is by definition long-term investing and putting the client first :*The tools of Sustainable Investing will be used by everyone across the profession *Identified as one of four institutional mega-trends in Urwin/Future of Finance study for CFA Insitute (September 2016) *Diversity - a significant focus in Sustainable Investing - the role of women in the economy and society, and addressing the needs and aspirations of a diverse global population :*Women professionals and clients have a high level of engagement and participation in Sustainable Investing ::*Up to 50% at our seminars and similar events *Demonstrated success of BSAS Sustainable Investing seminars *Local society interest across geographies '''Proposal''': A dedicated resource to build CFAi thought leadership, communities of practice at the society level and investment professional capabilities in an emerging high-impact area *Develops and replicates best practice local initiatives and leverages resources across CFAi silos (engage, not disrupt?) :*Demonstrates fast follower model :*Connects emerging areas with core functions of existing CFAi functional units to build support *Leverages demonstrated success at local & regional level - demonstrate commitment to local leadership *Incubates, advances and supports an important thematic area that, though not the current focus for Future of Finance, has been identified as both significant and disruptive. At completion of defined term (2-3 years), evaluate results and select going-forward options *Extend term *Assign dedicated CFAi resource *Assign responsibility for ongoing engagement to existing CFAi resource *Provide some CFAi support (financial, non-personnel resources) for regional/local society centers of excellence *Business as usual - incorporated into ongoing activities *Create a defined-term position (suggest 3 years) within CFAi based on: :*An identified trend/need :*A successful field-based model As a model: *Can be a component of achieving thought leadership in identified thematic area that is the current focus of Future of Finance *Can incubate, advance and support important thematic areas that are not the current focus for FoF (but may be in the future and should not be ignored in the meantime) *At the end of the defined term, evaluate results and select appropriate going-forward option: :*Success, scope of impact justify continued dedicated CFAi resource :*Success, ongoing curation and needed - assign responsibility to existing CFAi resource for ongoing engagement :*road geographic adoption, local society centers of excellence :*Specific results achieved; no ongoing need :*None of the above - widespread need/demand did not develop; programs did not meet need. Assess why and lessons learned for future initiatives *At the end of the defined term, evaluate results and select appropriate going-forward option: :*Continued dedicated CFAi resource :*Assign responsibility for ongoing engagement to existing CFAi resource :*CFAi support (financial, non-personnel resources) for regional/local society centers of excellence :*Business as usual - incorporated into ongoing activities *Navigate and leverage the silos of CFAi *Model an approach that can be replicated *Locally led, globally impactful *Defined institute role important to secure buy-in within CFAi. :*"Heads down and they will go away" view of consultants :*In it together - skin in the game *The demonstrated success of the BSAS-generated Sustainable Investing seminars (and related work) can be replicated globally *Creating a community of practice across CFAi. fj8xn9hi4iqvmbirfoe8xk5sutp1kfa 0 601 1170 2016-09-02T15:42:46Z Greis>Michael 0 Created page with "<!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} *[https://www.cfainstitute.org/about/g..." 1170 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} *[https://www.cfainstitute.org/about/governance/leadership/Pages/leadership_team.aspx CFA Institute Leadership] 887dhu9b64tdo3ig3neu130onvlvy97 1171 1170 2024-05-24T04:57:39Z Michael 1 1 revision imported 1170 wikitext text/x-wiki <!-- Blank template used with InputBox on project parents pages to create Project Activity pages. --> {{ProjectSubPage|project work|}} *[https://www.cfainstitute.org/about/governance/leadership/Pages/leadership_team.aspx CFA Institute Leadership] 887dhu9b64tdo3ig3neu130onvlvy97 0 602 1172 2009-07-21T15:42:30Z Greis>Michael 0 1172 wikitext text/x-wiki {{PHG|Main Page|Main|CFP|CFP|CFP}} BU online program registration expired late 2008. BU offers re-enrollment options which are effectively extensions to complete the work. *If interested, check Notes e-mail or call Kerry at 617 292-6617 Study and reference material for the CFP program *[http://www.bostonifi.com Web site and sign on for BU online program] *[http://www.cfpboard.org CFP Board] *[[CFP Texts|CFP Course Texts]] == Courses == *[[Course 1 - Introduction to Financial Planning]] *[[Course 2 - Risk Management]] *[[Course 3 - Investments]] - '''Waived''' *[[Course 4 - Tax Planning]] *[[Course 5 - Retirement and Employee Benefit Planning]] *[[CFP/Estate Planning|Course 6 - Estate Planning]] ---- [[Category:CFP]] r321rvgxocebke0yl3lwnmb6ecblqj4 1173 1172 2024-05-24T04:57:39Z Michael 1 1 revision imported 1172 wikitext text/x-wiki {{PHG|Main Page|Main|CFP|CFP|CFP}} BU online program registration expired late 2008. BU offers re-enrollment options which are effectively extensions to complete the work. *If interested, check Notes e-mail or call Kerry at 617 292-6617 Study and reference material for the CFP program *[http://www.bostonifi.com Web site and sign on for BU online program] *[http://www.cfpboard.org CFP Board] *[[CFP Texts|CFP Course Texts]] == Courses == *[[Course 1 - Introduction to Financial Planning]] *[[Course 2 - Risk Management]] *[[Course 3 - Investments]] - '''Waived''' *[[Course 4 - Tax Planning]] *[[Course 5 - Retirement and Employee Benefit Planning]] *[[CFP/Estate Planning|Course 6 - Estate Planning]] ---- [[Category:CFP]] r321rvgxocebke0yl3lwnmb6ecblqj4 0 603 1174 2008-07-21T22:03:45Z Greis>Michael 0 /* Estate Planning */ 1174 wikitext text/x-wiki === Course Objectives === * explain the purpose of estate planning, define wills and trusts as estate planning tools and list ways to minimize estate taxes * describe different types of property ownership, explain their advantages and disadvantages. Compare the different kinds of property ownership, the tax consequences of each of these kinds of property ownership, and the estate planning impact of each form of asset ownership * list the requirements of a complete gift from a transfer tax perspective, define a taxable gift, define the purpose of federal gift tax, explain the advantages of lifetime gifts, describe transfers that are not considered gifts from a transfer tax perspective, specify how and when property is valued for gift tax purposes, list the exclusions and deductions available for gift tax purposes, calculate gift tax liability, and detail the process of reporting taxable gifts * define the types of assets included in the gross estate, explain how interests in property and life estates affect the gross estate, distinguish the treatment of jointly owned property and the treatment of assets owned jointly between spouses and nonspouses, understand the importance of powers of appointment, explain the significance of valuation planning, and describe the methods used in valuation of different types of property and interests * define and calculate federal estate tax, understand what assets make up the gross estate, calculate the adjusted gross estate and list the tax credits available for estate tax, determine net estate tax, and articulate the methods by which the estate tax may be paid * describe the process of generation-skipping transfer, and list tax implications of various generation-skipping transfer strategies * define a will, describe a codicil, and list the typical execution requirements of a will, differentiate between the most common types of wills and describe why a living will is not actually a will, list advantages and disadvantages of a power of attorney, and differentiate between a power of attorney over assets and a health care power of attorney * define a trust, discuss the role and powers of a trustee, name the different kinds of trusts and explain how they work, describe the different kinds of charitable trusts, explain the estate, gift and income tax implications of trusts, and describe the conditions under which a trust terminates * identify when a generation-skipping transfer occurs and distinguish generation-skipping taxes as a separate transfer tax * describe the various elements of the freeze rule and detail business continuation * explain IRD assets and their tax implications, state the uses of disclaimers as estate planning tools, define the requirements for an effective disclaimer, identify the professionals required in the estate planning process, and enumerate the attributes of a suitable executor, the characteristics and qualifications of an appropriate trustee, and the attributes of a good attorney, and * explain the role of the financial planner, explain the seven steps of the estate planning process, and discuss how different state laws affect estate planning. === Estate Planning === Financial planning - the accumulation, preservation and distribution of assets. Estate planning is the third phase. Objectives: *Fulfill the clients wishes for asset distribution *Minimize the costs *Deal with incapacity during lifetime Challenges: *Dealing with mortality and the possibility of becoming incapacitated *Costs *Requirement for regular review Assets transfer by: *Will *Contract (beneficiary designation) *Law (titling of property, trusts, intestacy) === Key Documents === *A Valid Will :* Purpose: To attain a desirable distribution of your estate and establish care for your dependent survivors. It is only within the provisions of the will that the Executor for the estate can be named and guardians for minor children appointed. Needs to be reviewed whenever there is a change in family status or a significant change in financial resources. :* Location: Your lawyer’s safe, or in some states with the Probate or Surrogate Court. A copy may be kept at home or in a safe deposit box as long as the Executor, or another family member has access in the event of death. * Letter of Last Instructions :* Purpose: To provide information on the management and location of your assets. It should contain a financial inventory. :* Location: A copy should be kept with the will or other safe accessible place. Other copies may be distributed to those who must locate and manage your death estate. * Durable Power of Attorney :* Purpose: To grant a trusted person, called the agent, the power to handle your financial affairs. A durable power of attorney will remain effective should you become incapacitated. Document older than seven years may need to be updated. :* Location: A copy may be held by the person granted the durable power of attorney. Retain the original in a safe place that your agent will have access to when needed. * Living Will :* Purpose: To express your wishes concerning life-sustaining health care if you were terminally ill or permanently unconscious. :* Location: Copies should be held by your physician, your attorney, health care agent and close relations. * Health Care Durable Power of Attorney :* Purpose: To grant a trusted person the power to make health care decisions for you should you become incapacitated. It allows you to more fully specify your health care wishes than a living will. Document older than seven years may need to be updated. :* Location: A copy held by the person granted the health care power of attorney. Retain the original in a safe place that your agent will have access to. ---- [[Category:CFP]] azfmno3251204lhauerrg459awtk8li 1175 1174 2024-05-24T04:57:39Z Michael 1 1 revision imported 1174 wikitext text/x-wiki === Course Objectives === * explain the purpose of estate planning, define wills and trusts as estate planning tools and list ways to minimize estate taxes * describe different types of property ownership, explain their advantages and disadvantages. Compare the different kinds of property ownership, the tax consequences of each of these kinds of property ownership, and the estate planning impact of each form of asset ownership * list the requirements of a complete gift from a transfer tax perspective, define a taxable gift, define the purpose of federal gift tax, explain the advantages of lifetime gifts, describe transfers that are not considered gifts from a transfer tax perspective, specify how and when property is valued for gift tax purposes, list the exclusions and deductions available for gift tax purposes, calculate gift tax liability, and detail the process of reporting taxable gifts * define the types of assets included in the gross estate, explain how interests in property and life estates affect the gross estate, distinguish the treatment of jointly owned property and the treatment of assets owned jointly between spouses and nonspouses, understand the importance of powers of appointment, explain the significance of valuation planning, and describe the methods used in valuation of different types of property and interests * define and calculate federal estate tax, understand what assets make up the gross estate, calculate the adjusted gross estate and list the tax credits available for estate tax, determine net estate tax, and articulate the methods by which the estate tax may be paid * describe the process of generation-skipping transfer, and list tax implications of various generation-skipping transfer strategies * define a will, describe a codicil, and list the typical execution requirements of a will, differentiate between the most common types of wills and describe why a living will is not actually a will, list advantages and disadvantages of a power of attorney, and differentiate between a power of attorney over assets and a health care power of attorney * define a trust, discuss the role and powers of a trustee, name the different kinds of trusts and explain how they work, describe the different kinds of charitable trusts, explain the estate, gift and income tax implications of trusts, and describe the conditions under which a trust terminates * identify when a generation-skipping transfer occurs and distinguish generation-skipping taxes as a separate transfer tax * describe the various elements of the freeze rule and detail business continuation * explain IRD assets and their tax implications, state the uses of disclaimers as estate planning tools, define the requirements for an effective disclaimer, identify the professionals required in the estate planning process, and enumerate the attributes of a suitable executor, the characteristics and qualifications of an appropriate trustee, and the attributes of a good attorney, and * explain the role of the financial planner, explain the seven steps of the estate planning process, and discuss how different state laws affect estate planning. === Estate Planning === Financial planning - the accumulation, preservation and distribution of assets. Estate planning is the third phase. Objectives: *Fulfill the clients wishes for asset distribution *Minimize the costs *Deal with incapacity during lifetime Challenges: *Dealing with mortality and the possibility of becoming incapacitated *Costs *Requirement for regular review Assets transfer by: *Will *Contract (beneficiary designation) *Law (titling of property, trusts, intestacy) === Key Documents === *A Valid Will :* Purpose: To attain a desirable distribution of your estate and establish care for your dependent survivors. It is only within the provisions of the will that the Executor for the estate can be named and guardians for minor children appointed. Needs to be reviewed whenever there is a change in family status or a significant change in financial resources. :* Location: Your lawyer’s safe, or in some states with the Probate or Surrogate Court. A copy may be kept at home or in a safe deposit box as long as the Executor, or another family member has access in the event of death. * Letter of Last Instructions :* Purpose: To provide information on the management and location of your assets. It should contain a financial inventory. :* Location: A copy should be kept with the will or other safe accessible place. Other copies may be distributed to those who must locate and manage your death estate. * Durable Power of Attorney :* Purpose: To grant a trusted person, called the agent, the power to handle your financial affairs. A durable power of attorney will remain effective should you become incapacitated. Document older than seven years may need to be updated. :* Location: A copy may be held by the person granted the durable power of attorney. Retain the original in a safe place that your agent will have access to when needed. * Living Will :* Purpose: To express your wishes concerning life-sustaining health care if you were terminally ill or permanently unconscious. :* Location: Copies should be held by your physician, your attorney, health care agent and close relations. * Health Care Durable Power of Attorney :* Purpose: To grant a trusted person the power to make health care decisions for you should you become incapacitated. It allows you to more fully specify your health care wishes than a living will. Document older than seven years may need to be updated. :* Location: A copy held by the person granted the health care power of attorney. Retain the original in a safe place that your agent will have access to. ---- [[Category:CFP]] azfmno3251204lhauerrg459awtk8li 0 604 1176 2007-08-27T15:41:05Z Greis>Michael 0 1176 wikitext text/x-wiki {{CFPPageHeader}} == Course 1 - Introduction to Financial Planning == {{cite book |author=Leimberg, Stephan R.; Jackson, Michael B.; Robert J., Jr Schneller; Satinsky, Martin J. |title=Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning) |publisher=National Underwriter Company |location= |year= |pages= |isbn=0-87218-656-3 |oclc= |doi= }} *$84.95 - Borrow it? {{cite book |author=Crowe, Robert L. |title=Time & Money, 8th Edition |publisher=Keir Educational Resources |location= |year= |pages= |isbn=1-933259-15-9 |oclc= |doi= }} *$27.00 - Don't need this one; borrow to skim? == Course 2 - Risk Management == {{cite book |author=Vaughan, Therese M.; Vaughan, Emmett J. |title=Fundamentals of risk and insurance |publisher=J. Wiley & Sons |location=New York |year=2002 |pages= |isbn=0-471-21687-9 |oclc= |doi= }} *$134.95 == Course 3 - Investments == Course not required == Course 4 - Tax Planning == {{cite book |author=Kramer, John; Pope, Thomas H.; Anderson, Kenneth |title=Prentice Hall's Federal Taxation 2008: Individuals (21st Edition) (Prentice Hall's Federal Taxation Individuals) |publisher=Prentice Hall |location=Englewood Cliffs, N.J |year= |pages= |isbn=0-13-615637-1 |oclc= |doi= }} *$146.47 *Some cheaper available == Course 5 - Retirement and Employee Benefit Planning == {{cite book |author=Leimberg, Stephan R.; McFadden, John J. |title=Tools & Techniques Employee (Tools and Techniques of Employee Benefit and Retirement Planning) |publisher=Natl Underwriter Co |location= |year= |pages= |isbn=0-87218-665-2 |oclc= |doi= }} *$84.95 / $71.23 Amazon *$53 New / $35 Used == Course 6 - Estate Planning == {{cite book |author=Dalton, Michael |title=Estate Planning for Financial Planners |publisher=Me |location= |year= |pages= |isbn=0-9748945-2-4 |oclc= |doi= }} *Listing for 3rd edition, not available at Amazon {{cite book |author=Dalton, Michael A.; Langdon, Thomas P. |title=Estate Planning for Financial Planners |publisher=Me |location= |year= |pages= |isbn=0-9748945-6-0 |oclc= |doi= }} *[http://www.money-education.com/estates.html Publisher's site] has 4th edition, ISBN 9748945-6-0 *$93.00 ---- [[Category:CFP]] ff3a2ph966o9ar69w0dho7och1h5ys0 1177 1176 2024-05-24T04:57:39Z Michael 1 1 revision imported 1176 wikitext text/x-wiki {{CFPPageHeader}} == Course 1 - Introduction to Financial Planning == {{cite book |author=Leimberg, Stephan R.; Jackson, Michael B.; Robert J., Jr Schneller; Satinsky, Martin J. |title=Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning) |publisher=National Underwriter Company |location= |year= |pages= |isbn=0-87218-656-3 |oclc= |doi= }} *$84.95 - Borrow it? {{cite book |author=Crowe, Robert L. |title=Time & Money, 8th Edition |publisher=Keir Educational Resources |location= |year= |pages= |isbn=1-933259-15-9 |oclc= |doi= }} *$27.00 - Don't need this one; borrow to skim? == Course 2 - Risk Management == {{cite book |author=Vaughan, Therese M.; Vaughan, Emmett J. |title=Fundamentals of risk and insurance |publisher=J. Wiley & Sons |location=New York |year=2002 |pages= |isbn=0-471-21687-9 |oclc= |doi= }} *$134.95 == Course 3 - Investments == Course not required == Course 4 - Tax Planning == {{cite book |author=Kramer, John; Pope, Thomas H.; Anderson, Kenneth |title=Prentice Hall's Federal Taxation 2008: Individuals (21st Edition) (Prentice Hall's Federal Taxation Individuals) |publisher=Prentice Hall |location=Englewood Cliffs, N.J |year= |pages= |isbn=0-13-615637-1 |oclc= |doi= }} *$146.47 *Some cheaper available == Course 5 - Retirement and Employee Benefit Planning == {{cite book |author=Leimberg, Stephan R.; McFadden, John J. |title=Tools & Techniques Employee (Tools and Techniques of Employee Benefit and Retirement Planning) |publisher=Natl Underwriter Co |location= |year= |pages= |isbn=0-87218-665-2 |oclc= |doi= }} *$84.95 / $71.23 Amazon *$53 New / $35 Used == Course 6 - Estate Planning == {{cite book |author=Dalton, Michael |title=Estate Planning for Financial Planners |publisher=Me |location= |year= |pages= |isbn=0-9748945-2-4 |oclc= |doi= }} *Listing for 3rd edition, not available at Amazon {{cite book |author=Dalton, Michael A.; Langdon, Thomas P. |title=Estate Planning for Financial Planners |publisher=Me |location= |year= |pages= |isbn=0-9748945-6-0 |oclc= |doi= }} *[http://www.money-education.com/estates.html Publisher's site] has 4th edition, ISBN 9748945-6-0 *$93.00 ---- [[Category:CFP]] ff3a2ph966o9ar69w0dho7och1h5ys0 0 605 1178 2007-09-12T02:15:26Z Greis>Michael 0 1178 wikitext text/x-wiki <center> ''Please select the Discussion tab above for instructions on adding items'' </center> ---- [[CNS_Live|Back to Main CNS Live page]] <font color="Maroon"> == Open items == </font> === Bug in query logic - selecting ratings === If you select one of the ratings on the EditCallList screen you get a large number of results, which should certainly not be the case yet. At first I selected two ratings and thought it might be the same logic problem you had with the elections, but it appears to be something different since it also happens with one rating selected. I checked the VOTING_HIST table, and there are '''1329''' records for the 4/07 election (el_id = 17). Almost all have a rating of "0", which means that the record was saved without setting a rating. That makes sense. Do these represent people for whom someone has saved a change or call? Given that we have about 2467 records with PN_YEAR_LAST_GRAD set, that would make sense assuming a VOTING_HIST was created for the person whose record was saved but not for the other members of the household. Also see feature request on [[CNSL_Open#Tracking progress (High)|Tracking progress]]. [[User:Michael|Michael]] 22:15, 5 March 2007 (EST) This appears to be a difference of understanding about how the rating is supposed to work. Our earlier design called for the <em>most recent</em> rating to be used. So when we build the merged list, we get the earlier rating. This is helpful in that some previously highly rated people do not need to be called at all. -Cliff ---- Ah. Interesting point. For this campaign (and perhaps generally - we should discuss this), we cannot assume that a person's rating will carry over from the previous election. Also, an important part of the campaign strategy is identifying 5000 yes voters, so we do need to track how the volunteers are doing getting their individual quotas and the overall quota. (I am thinking that this involves adding the vh_el_id = 17 criteria into the query, but since the query is complex, perhaps it is not so straightfoward?). [[User:Michael|Michael]] 17:05, 6 March 2007 (EST) ---- === Apostrophes in names sometimes cause search failure (Low) === When I entered a name with an apostrophe, the search failed. Cliff did not have the same problem, despite also using Firefox. We left it as an inconsistency. However, another user has reported having the problem. [[User:Michael|Michael]] 22:54, 18 March 2007 (EDT) ---- === Inconsistency in return from Call screen? (Low) === Reported by Wally Johnston: Inconsistency in action when clicking save and close in call field, then clicking go, will sometimes bring up the query box with previous search results and sometimes not. For these purposes the former is better. Have not tried to reproduce this yet. [[User:Michael|Michael]] 22:54, 18 March 2007 (EDT) ---- ---- <!-- Enter your item just above this line --> <font color="Maroon"> == Closed items == </font> === <font color="darkgray">Callers only see two call lists</font> === Caroline has created a number of lists and assigned several of them to individual callers. But a caller doesn't see more than two lists when they log on. The lists do show up as assigned on the screens. I checked the database and the lists also appear assigned there. Display logic bug? [[User:Michael|Michael]] 22:15, 5 March 2007 (EST) ---- === <font color="darkgray">Logic errors in search screens (Urgent)</font> === I'm getting odd errors from the search screens since you introduced the multiple-select feature for affiliation. (But the feature is terrific!) I did one search for unenrolled and democrat who voted in the last three town elections on the call list screen and it tried to return over 16,000 names. I looked for Highgate% in the address field and got nothing back. I just did it again and it worked. Then I did some searches using multiple election dates and got back counter-intuitive results (Had democrats (and possibly unenrolled) between 30 and 55 who voted in the 4/04 election and got something like 1400. Then added the 4/05 and 4/06 elections to the query and got 3364 records. Obviously, that's not possible. I'm meeting with the School Captains tomorrow at 1 PM, so I want to be sure I don't run into any problems. Gloria's having a meeting here, so I have to get back to homework and kid duty. I may call you later just so I'm sure things are working for tomorrow. [[User:24.60.166.132|24.60.166.132]] 20:22, 28 February 2007 (EST) ---- === <font color="darkgray">Street number sort order in Call List Query (Med)</font> === Fixing the street number (STNUM + 1) was implemented in the ad hoc query panel, but not in the Call List query panel. Not sure how it's written to the call lists and don't want to create a call list in the real data just to check. Listed as medium because the call lists (which are permanent fixtures) should have the addresses in proper numeric order. [[User:Michael|Michael]] 22:59, 25 February 2007 (EST) ---- === <font color="darkgray"> Create user error (High Priority) Camp07 </font> === Error message says a password is required when creating a user even though one was supplied. I think you fixed this one or one like it - perhaps that was done after you moved the code to Camp07? High because I can't add the chairs & captains. [[User:Michael|Michael]] 15:17, 25 February 2007 (EST) Code updated - resolved. Thanks! [[User:Michael|Michael]] 22:42, 25 February 2007 (EST) ---- === <font color="darkgray"> SQL Error on Create Call List Screen (High)</font> === When you go to the Create Call List screen, you get the following error: Search query failed: You have an error in your SQL syntax; check the manual that corresponds to your MySQL server version for the right syntax to use near 'ORDER BY RS_STREET_NAME, RS_STREET_NUMBER' at line 33 Query: SELECT PN_ID, PN_FIRST_NAME, PN_MIDDLE_NAME, PN_LAST_NAME, PN_SUFFIX, PN_BIRTH_DT, PN_SEX, PN_PHONE, PN_EMAIL, PN_PREF_COMM, PN_REGISTERED, PN_AFFILIATION, PN_VOTER_STATUS, PN_YEAR_LAST_GRAD, RS_STREET_NUMBER, RS_STREET_NUM_SFX, RS_STREET_NAME, RS_APT_NUM, RS_TOWN, RS_ZIP, RS_ZIP_PLUS_FOUR, RS_PRECINCT, RS_WARD, MD_EL0_VOTED, MD_EL1_VOTED, MD_EL2_VOTED, MD_EL3_VOTED, MD_EL4_VOTED, MD_EL5_VOTED, MD_EL6_VOTED, MD_EL7_VOTED, MD_EL8_VOTED, MD_EL9_VOTED, MD_EL10_VOTED, MD_EL11_VOTED, MD_EL12_VOTED, MD_EL13_VOTED, MD_EL14_VOTED, MD_EL15_VOTED, MD_VOLUNTEER, MD_DONOR, PP_NAME FROM PERSON INNER JOIN RESIDENCE ON PN_RS_ID=RS_ID LEFT JOIN MERGEDATA ON PN_ID=MD_PN_ID LEFT JOIN POLITICAL_PARTY ON PP_CODE = PN_AFFILIATION WHERE ORDER BY RS_STREET_NAME, RS_STREET_NUMBER This happens on first entry to the screen - if you then go ahead and enter a search, the search works. [[User:24.60.166.132|24.60.166.132]] 09:43, 27 February 2007 (EST) ---- [[CNS_Live|Back to Main CNS Live page]] [[Category:CNS Live]] 4v4z2ch7tpltjxqd4wop7rllgwxtbql 1179 1178 2024-05-24T04:57:39Z Michael 1 1 revision imported 1178 wikitext text/x-wiki <center> ''Please select the Discussion tab above for instructions on adding items'' </center> ---- [[CNS_Live|Back to Main CNS Live page]] <font color="Maroon"> == Open items == </font> === Bug in query logic - selecting ratings === If you select one of the ratings on the EditCallList screen you get a large number of results, which should certainly not be the case yet. At first I selected two ratings and thought it might be the same logic problem you had with the elections, but it appears to be something different since it also happens with one rating selected. I checked the VOTING_HIST table, and there are '''1329''' records for the 4/07 election (el_id = 17). Almost all have a rating of "0", which means that the record was saved without setting a rating. That makes sense. Do these represent people for whom someone has saved a change or call? Given that we have about 2467 records with PN_YEAR_LAST_GRAD set, that would make sense assuming a VOTING_HIST was created for the person whose record was saved but not for the other members of the household. Also see feature request on [[CNSL_Open#Tracking progress (High)|Tracking progress]]. [[User:Michael|Michael]] 22:15, 5 March 2007 (EST) This appears to be a difference of understanding about how the rating is supposed to work. Our earlier design called for the <em>most recent</em> rating to be used. So when we build the merged list, we get the earlier rating. This is helpful in that some previously highly rated people do not need to be called at all. -Cliff ---- Ah. Interesting point. For this campaign (and perhaps generally - we should discuss this), we cannot assume that a person's rating will carry over from the previous election. Also, an important part of the campaign strategy is identifying 5000 yes voters, so we do need to track how the volunteers are doing getting their individual quotas and the overall quota. (I am thinking that this involves adding the vh_el_id = 17 criteria into the query, but since the query is complex, perhaps it is not so straightfoward?). [[User:Michael|Michael]] 17:05, 6 March 2007 (EST) ---- === Apostrophes in names sometimes cause search failure (Low) === When I entered a name with an apostrophe, the search failed. Cliff did not have the same problem, despite also using Firefox. We left it as an inconsistency. However, another user has reported having the problem. [[User:Michael|Michael]] 22:54, 18 March 2007 (EDT) ---- === Inconsistency in return from Call screen? (Low) === Reported by Wally Johnston: Inconsistency in action when clicking save and close in call field, then clicking go, will sometimes bring up the query box with previous search results and sometimes not. For these purposes the former is better. Have not tried to reproduce this yet. [[User:Michael|Michael]] 22:54, 18 March 2007 (EDT) ---- ---- <!-- Enter your item just above this line --> <font color="Maroon"> == Closed items == </font> === <font color="darkgray">Callers only see two call lists</font> === Caroline has created a number of lists and assigned several of them to individual callers. But a caller doesn't see more than two lists when they log on. The lists do show up as assigned on the screens. I checked the database and the lists also appear assigned there. Display logic bug? [[User:Michael|Michael]] 22:15, 5 March 2007 (EST) ---- === <font color="darkgray">Logic errors in search screens (Urgent)</font> === I'm getting odd errors from the search screens since you introduced the multiple-select feature for affiliation. (But the feature is terrific!) I did one search for unenrolled and democrat who voted in the last three town elections on the call list screen and it tried to return over 16,000 names. I looked for Highgate% in the address field and got nothing back. I just did it again and it worked. Then I did some searches using multiple election dates and got back counter-intuitive results (Had democrats (and possibly unenrolled) between 30 and 55 who voted in the 4/04 election and got something like 1400. Then added the 4/05 and 4/06 elections to the query and got 3364 records. Obviously, that's not possible. I'm meeting with the School Captains tomorrow at 1 PM, so I want to be sure I don't run into any problems. Gloria's having a meeting here, so I have to get back to homework and kid duty. I may call you later just so I'm sure things are working for tomorrow. [[User:24.60.166.132|24.60.166.132]] 20:22, 28 February 2007 (EST) ---- === <font color="darkgray">Street number sort order in Call List Query (Med)</font> === Fixing the street number (STNUM + 1) was implemented in the ad hoc query panel, but not in the Call List query panel. Not sure how it's written to the call lists and don't want to create a call list in the real data just to check. Listed as medium because the call lists (which are permanent fixtures) should have the addresses in proper numeric order. [[User:Michael|Michael]] 22:59, 25 February 2007 (EST) ---- === <font color="darkgray"> Create user error (High Priority) Camp07 </font> === Error message says a password is required when creating a user even though one was supplied. I think you fixed this one or one like it - perhaps that was done after you moved the code to Camp07? High because I can't add the chairs & captains. [[User:Michael|Michael]] 15:17, 25 February 2007 (EST) Code updated - resolved. Thanks! [[User:Michael|Michael]] 22:42, 25 February 2007 (EST) ---- === <font color="darkgray"> SQL Error on Create Call List Screen (High)</font> === When you go to the Create Call List screen, you get the following error: Search query failed: You have an error in your SQL syntax; check the manual that corresponds to your MySQL server version for the right syntax to use near 'ORDER BY RS_STREET_NAME, RS_STREET_NUMBER' at line 33 Query: SELECT PN_ID, PN_FIRST_NAME, PN_MIDDLE_NAME, PN_LAST_NAME, PN_SUFFIX, PN_BIRTH_DT, PN_SEX, PN_PHONE, PN_EMAIL, PN_PREF_COMM, PN_REGISTERED, PN_AFFILIATION, PN_VOTER_STATUS, PN_YEAR_LAST_GRAD, RS_STREET_NUMBER, RS_STREET_NUM_SFX, RS_STREET_NAME, RS_APT_NUM, RS_TOWN, RS_ZIP, RS_ZIP_PLUS_FOUR, RS_PRECINCT, RS_WARD, MD_EL0_VOTED, MD_EL1_VOTED, MD_EL2_VOTED, MD_EL3_VOTED, MD_EL4_VOTED, MD_EL5_VOTED, MD_EL6_VOTED, MD_EL7_VOTED, MD_EL8_VOTED, MD_EL9_VOTED, MD_EL10_VOTED, MD_EL11_VOTED, MD_EL12_VOTED, MD_EL13_VOTED, MD_EL14_VOTED, MD_EL15_VOTED, MD_VOLUNTEER, MD_DONOR, PP_NAME FROM PERSON INNER JOIN RESIDENCE ON PN_RS_ID=RS_ID LEFT JOIN MERGEDATA ON PN_ID=MD_PN_ID LEFT JOIN POLITICAL_PARTY ON PP_CODE = PN_AFFILIATION WHERE ORDER BY RS_STREET_NAME, RS_STREET_NUMBER This happens on first entry to the screen - if you then go ahead and enter a search, the search works. [[User:24.60.166.132|24.60.166.132]] 09:43, 27 February 2007 (EST) ---- [[CNS_Live|Back to Main CNS Live page]] [[Category:CNS Live]] 4v4z2ch7tpltjxqd4wop7rllgwxtbql 0 606 1180 2007-09-12T02:15:49Z Greis>Michael 0 1180 wikitext text/x-wiki <center> [[CNS_Live|Back to Main CNS Live page]] </center> == Data Files == === Parcels & Schools === ---- # '''Parcels_Schools.dbf''' - original file supplied by Roger. (Loaded into Filemaker PRO for browsing and export to Excel # '''Parcels and Schools mod''' - Excel worksheet (and CSV file) ==== Steps/modifications to create Excel worksheet ==== # Export all records from .dbf (in Filemaker Pro) to CSV file # Load into Excel (default field assignments) # Add fields (see list of fields below) # Sort by Street Name, Street Number # Several parcels have dual addresses (12 14 Maple Street) ## Make a copy of each "dual address" line ## Edit the address field of each - e.g. make one 12 Maple Street and the second 14 Maple Street # Resort by Street Name, Street Number # NB - Several records at bottom of list do not have a street name. ====List of fields ==== ;Area : Parcel area ;Perimeter : Parcel Perimeter ;Map : Assessors map number on which parcel appears ;Lot : Lot number (?) ;Parcel ID : Assessor's Parcel ID : NB - 199 is the municipality code for Needham ;PID : Numeric portions of Parcel ID ;P1 : Sequence number from Roger's file - not sure what it means ;P2 : Sequence number from Roger's file - not sure what it means ;P3 : Sequence number from Roger's file - not sure what it means ;P4 : Number from Roger's file - not sure what it means ;Address : Street number and address ;Neighborhood : Neighborhood identifier ;School : Elementary School associated with this address ;StNumLen : Length (in characters) of street number in Address field ''(computed field)'' ;AddLen : Length (in characters) of entire address field ''(computed field)'' ;Str Num Text : Street number as text ''(computed field)'' ;Str Num : Street number as number ''(computed field)'' ;Street Name : Street Name ''(computed field)'' ;TwoAddr : Flag for records (<20) which had multiple addresses in original file ''(computed field)'' :* Contains "Y" or blank ;Blank : Flag for records with blank address field in original file ''(computed field)'' :* Contains "Y" or blank === Center Lines === ---- # '''Center_Lines.dbf''' - original file supplied by Roger. (Loaded into Filemaker PRO for browsing and export to Excel # '''Center Lines''' - Excel worksheet (and CSV file) ==== Steps/modifications to create Excel worksheet ==== # Export all records from .dbf (in Filemaker Pro) to CSV file # Load into Excel (default field assignments) # Add column headings (see list of fields below) ==== List of Fields ==== ;Street Name : Street Name ;School : Elementary School ;Neighborhood : Neighborhood Identifier ;Both / Odd / Even : Side of street ;LowerRng : Beginning of street number range ;UpperRng : End of street number range == Elementary Schools == ;B : Broadmeadow ;E : Eliot ;H : Hillside ;M : Mitchell ;N : Newman == Information accompanying files == From Roger MacDonald: I have attached several files that I hope will help you. The first is centerli.dbf. This contains the data that I use to create a report for the School Transportation Department. The data shows the street, school district, district neighborhood, odd/even/both sides of street, from address, to address. The second data base is one that I put together from parcel data and school district data. It shows the actual parcel address with associated school district information. The school district is in the field titled GOLD. There is an NEIGHID filed which shows the neighborhood within each district. Some of the id numbers might not match the district. This is due to the fact that the Redistricting Committee did not renumber the neighborhoods after the final redistricting took place. I have also attached two pdf files of a report that I send to the School Transportation Department. One shows the data listed by street the second shows the data listed by school district. ---- [[Category:CNS Live]] 2244vryjnmu1ket1x08fkdcl5zrmq70 1181 1180 2024-05-24T04:57:39Z Michael 1 1 revision imported 1180 wikitext text/x-wiki <center> [[CNS_Live|Back to Main CNS Live page]] </center> == Data Files == === Parcels & Schools === ---- # '''Parcels_Schools.dbf''' - original file supplied by Roger. (Loaded into Filemaker PRO for browsing and export to Excel # '''Parcels and Schools mod''' - Excel worksheet (and CSV file) ==== Steps/modifications to create Excel worksheet ==== # Export all records from .dbf (in Filemaker Pro) to CSV file # Load into Excel (default field assignments) # Add fields (see list of fields below) # Sort by Street Name, Street Number # Several parcels have dual addresses (12 14 Maple Street) ## Make a copy of each "dual address" line ## Edit the address field of each - e.g. make one 12 Maple Street and the second 14 Maple Street # Resort by Street Name, Street Number # NB - Several records at bottom of list do not have a street name. ====List of fields ==== ;Area : Parcel area ;Perimeter : Parcel Perimeter ;Map : Assessors map number on which parcel appears ;Lot : Lot number (?) ;Parcel ID : Assessor's Parcel ID : NB - 199 is the municipality code for Needham ;PID : Numeric portions of Parcel ID ;P1 : Sequence number from Roger's file - not sure what it means ;P2 : Sequence number from Roger's file - not sure what it means ;P3 : Sequence number from Roger's file - not sure what it means ;P4 : Number from Roger's file - not sure what it means ;Address : Street number and address ;Neighborhood : Neighborhood identifier ;School : Elementary School associated with this address ;StNumLen : Length (in characters) of street number in Address field ''(computed field)'' ;AddLen : Length (in characters) of entire address field ''(computed field)'' ;Str Num Text : Street number as text ''(computed field)'' ;Str Num : Street number as number ''(computed field)'' ;Street Name : Street Name ''(computed field)'' ;TwoAddr : Flag for records (<20) which had multiple addresses in original file ''(computed field)'' :* Contains "Y" or blank ;Blank : Flag for records with blank address field in original file ''(computed field)'' :* Contains "Y" or blank === Center Lines === ---- # '''Center_Lines.dbf''' - original file supplied by Roger. (Loaded into Filemaker PRO for browsing and export to Excel # '''Center Lines''' - Excel worksheet (and CSV file) ==== Steps/modifications to create Excel worksheet ==== # Export all records from .dbf (in Filemaker Pro) to CSV file # Load into Excel (default field assignments) # Add column headings (see list of fields below) ==== List of Fields ==== ;Street Name : Street Name ;School : Elementary School ;Neighborhood : Neighborhood Identifier ;Both / Odd / Even : Side of street ;LowerRng : Beginning of street number range ;UpperRng : End of street number range == Elementary Schools == ;B : Broadmeadow ;E : Eliot ;H : Hillside ;M : Mitchell ;N : Newman == Information accompanying files == From Roger MacDonald: I have attached several files that I hope will help you. The first is centerli.dbf. This contains the data that I use to create a report for the School Transportation Department. The data shows the street, school district, district neighborhood, odd/even/both sides of street, from address, to address. The second data base is one that I put together from parcel data and school district data. It shows the actual parcel address with associated school district information. The school district is in the field titled GOLD. There is an NEIGHID filed which shows the neighborhood within each district. Some of the id numbers might not match the district. This is due to the fact that the Redistricting Committee did not renumber the neighborhoods after the final redistricting took place. I have also attached two pdf files of a report that I send to the School Transportation Department. One shows the data listed by street the second shows the data listed by school district. ---- [[Category:CNS Live]] 2244vryjnmu1ket1x08fkdcl5zrmq70 0 607 1182 2007-03-29T19:50:50Z Greis>Michael 0 1182 wikitext text/x-wiki <center> [[CNS_Live|Back to Main CNS Live page]] </center> Features still to be implemented in the application. == <font color=maroon> Open items </font> == === Incorporate results of Voter ID calls (High) === Frank Perullo will presumably be returning a file to us with the results of the Voter ID calls he's making. We will need to load that into the database. We are hoping that we will have some distinction in the undecideds. I don't know what the final script looked like, but the intent was to better target people to follow up with. So there might be a question to ask whether someone is undecided because they don't yet have enough information or because they are not convinced either way. Questions: # We can presumably load the yes and no results with vh_rating = 20 and vh_rating = 50 # Can and should we preserve a distinction (even behind the scenes) between the voters rated by volunteers and those rated by Frank's calls? # If we do have a distinction between types of undecideds, how should we reflect that in the DB? This would be critical, since this would be the group of people volunteers might follow up with in the remaining days of the campaign. [[User:Michael|Michael]] 15:50, 29 March 2007 (EDT) ---- === Layout in IE is too spread out (Medium) === For some reason, the layout of the forms in IE is way spread out. This is not true in Firefox, which is clearly a better browser. --[[User:Chayden|Chayden]] 18:19, 27 February 2007 (EST)--[[User:Chayden|Chayden]] 18:17, 27 February 2007 (EST) ---- === Custom call lists (Medium) === We've provided a robust selection of attributes through which call lists can be built. Our initial implementation (last year) focused on a large cohort (e.g. democratic voters between 35 and 55 who have voted in the last overrides) which was then broken into multiple smaller lists. There was not a specific connection between callers and people called. By creating a user hierarchy, we've enabled the creation of much more granular lists, targeted at individual callers. But there are a number of ways that people could conceive of a "community of interest" for a given caller. We also consider that "caller" is really a generic title covering many ways of contact. For example, a "caller" could be contacting neighbors in her/his immediate neighborhood. Or, the "caller" could be contacting parents in a class or grade. The database may never have all the searchable attributes needed to create lists to cover these scenarios. And we probably don't want to put generic flags in the database. However, could we design a structure so that a captain could "save" names as she does searches? After she has located the people she wants, she can turn that list of saved names into a call list. There would be only one active list of "saved" names at any time, but once saved, those would be a regular call list. Conceptually, this seems like a clean structure. I have no idea whether such a design is reasonably implementable, however. Thoughts? [[User:Michael|Michael]] 16:00, 25 February 2007 (EST) It is possible to do this, but there are some issues we'll need to address..... <ul> <li>What do we do when a user abandons a name list before making it into a call list? Does it get deleted? If not, how long do we retain it?</li> <li>Where do we store these interim lists? I could create another table for them, but it would really be just the same as a call list table in structure. We could use the call_list table, but how do we keep these entries private until the user is ready to distribute it? Or does that even matter?</li> <li>When multiple are running around making these things, we have to find a way of keeping them out of each other's list.</li> </ul> --[[User:Chayden|Chayden]] 21:48, 28 February 2007 (EST)---- * I would only keep one unnamed list around. * You could associate it with the user name, which may make storing it easier - either in another table, or within the call list table. * If if were in the call list, I'm gathering from your comment that you'd have some way of designating it as private, so it doesn't show up on the list of call lists. Maybe it has the user's name as the call list name. When you want to save it, it gets renamed. * Alternately, you could have a separate table and then just move the call list when someone wants to save it. * I'm not sure how best to handle the question of when to delete it. You want to keep it around and let people add to it, but you need to let them know that they're adding to it and how they can erase it and start over. * Not sure what you mean in the last item. If it's naming, then what I suggested above would work because the name of each person's list would be unique. [[User:Michael|Michael]] 22:59, 2 March 2007 (EST) ---- === How Many? (Medium) === Now that we've implemented so many capabilities in our search, could we provide a "how many?" or "count" button on the search screens that would show '''just''' the number of records (people) matching the criteria selected? You already provide this information, so I'm suggesting that this button would display only the number of people instead of the full results (particularly useful for queries producing a large number of records). This capability would allow chairs, etc. to get a lot of information that I now provide by doing SQL queries. For example: * How many democrats and unenrolleds are in Needham? * How many people have been identified as parents in the database? [[User:Michael|Michael]] 17:57, 3 March 2007 (EST) ---- === Sort order for user list (Medium) === We've got a lot of users now. They're sorted by role, and then (I think) simply in the order they were added. Could we add a sort by name (though it'd be by first name, since you probably don't want to parse out the last name from the name field)? [[User:Michael|Michael]] 23:31, 5 March 2007 (EST) ---- I'm pushing this up to medium only because we've got 44 users and I'm having a hard time finding people. [[User:Michael|Michael]] 16:38, 20 March 2007 (EDT) ---- === Password change (Low) === ---- === Viewer role? (Info) === So what precisely can a viewer do? I wanted to check some of the roles, so I created a test user (''Walter Queen - wqueen''). As a viewer, he couldn't really do anything. I think we envisioned the viewer as someone who could do searches and look at people, but not change anything. Is that practical? Do we need to talk about what this role is? [[User:Michael|Michael]] 08:46, 5 March 2007 (EST) Viewers are not very useful. You asked for them, but never defined their function. I can delete that role quite easily if you like. --[[User:Chayden|Chayden]] 16:15, 6 March 2007 (EST) ---- What I was thinking of for function is the ability to do searches and view information about residents (which means opening up an entry as a call), but no ability to change (save) anything. (An additional possibility, though perhaps less feasible, would be to prevent even viewing access to certain fields, like e-mail address. [[User:24.60.166.132|24.60.166.132]] 16:55, 6 March 2007 (EST) ---- === A Bunch of Stuff I Have === M * pageable search results * This is a "nice to have" - at this point, the interface is so much improved that it's not as important as it once was. <strike>L * add street numbers to single edit search * Is this even still relevant? Didn't "single edit search" evolve to "ad hoc" search? You've got a range in both. Was this single number search? Either way, would keep it L or VL</strike> * dropped. <strike>VL * single search result-set to show households * I think you've largely addressed the practical need (not having to make entries about households twice)</strike> * dropped. VL * Notion of merging lists * If you can do the [[CNSL_Open#Custom Call Lists (?)|Custom Call Lists]], this is even less needed. Moved to [[CNSL_Open#Elementary School Search (High)|Elementary School Search]]<br> <strike> Add elementary school district field to all searches * I have to get the information from MIS, since I couldn't get it with the resident extract. </strike> L * Bread Crumbs * A great feature to have; may make sense to do when you feel like the overhead of setting up and maintaining "back" and other navigation links makes it productive for you. M * add representation of year of last grad as grade of youngest child * Entering the year doesn't seem to have deterred too many people, though we have a few typos. M * change save call to only save a call if something actually has been changed in the call area. * Useful and more efficient with resources. L * add csv to ad hoc search results * Cut and paste to Excel works reasonably well, so may be able to lower this one. I noticed today that the "two line" problem doesn't exist in Excel XP. (Changed this to low). ----<!-- Enter new items above this line --> <br> == <font color=maroon> Closed items </font> == === <font color="darkgray">Display age in call list (High)</font> === Allison indicated that having the age of the callee show up in the call list would speed up her callers. I have made this change. Cliff ---- === <font color="darkgray">Display voting history in call record (High)</font> === People have indicated that it would be valuable to see a voter's history when calling them/interacting with them. I think we may have talked about this on one of our phone calls. Although the original question referred to the results list presented in the ad hoc query, it seemed to make more sense to add the voting history to the call screen. Michael ---- === <font color="darkgray">Elementary School search (High)</font> === Moved from [[CNSL Open#A Bunch of Stuff I Have|Bunch of Stuff]]. I requested a list from Roger MacDonald at MIS, specifying the information he provides to the School Transportation Department. He built them an access database with the information. He thinks he might have provided the information as ranges of street numbers within streets, but he thought he might be able to provide us a full list of addresses. Since our captains are school-based, this will be great to have. I will let you know when I get the data. [[User:Michael|Michael]] 22:29, 2 March 2007 (EST) ---- I received two files from Roger - # Parcels & Schools - A list of all parcels with addresses and school identifier # Center Lines - A list of all streets and their associated elementary schools. Where a street falls into more than one elementary district, there are multiple records for the street, each indicating a range of addresses and odd/even/both sides of the street. I have created a separate page called [[CNSL Elementary|Elementary School Mapping]] for this data and the process of incorporating it into the database. [[User:24.60.166.132|24.60.166.132]] 13:54, 17 March 2007 (EDT) ---- I have added this capability now that we have the files.... The Create Call List screen now has the ability to add the Elementary School to the query. --[[User:Chayden|Chayden]] 23:30, 18 March 2007 (EDT) ---- === <font color="darkgray">Ratings</font> === We still have the ratings text set to five options: * Self-selected strong supporter * Responded as strong supporter * Responded as likely supporter * Neutral * Unlikely Supporter We don't really want to use the "self-selected strong supporter" this year. We used it last year because we signed a bunch of people up through the web site so we wouldn't have to call them. The captains are generally training callers to register supporters as "responded as strong supporter", but I'd like to minimize the possibilities of confusion and be sure we capture all the supporters when we do queries. Options: # Leave it as is # Change the value of "self-selected" to equal the value of "responded as strong" (20). Would this cause any problems? # Eliminate one option from the table, leaving four? Does any logic depend on their being five? I'm assuming the point behind putting the options in a separate table was to isolate the options from the logic, so this wouldn't be a problem. '''This would be my preferred solution.''' # Other ideas? [[User:Michael|Michael]] 22:13, 5 March 2007 (EST) Now you will understand the intent behind the change I made to add effective/expiration dates to the rating_codes table! I changed the expiration date for rating_code 10 to be 2007-01-01 and this request was done. --[[User:Chayden|Chayden]] 19:57, 6 March 2007 (EST) ---- === <font color="darkgray">Tracking progress (High)</font> === Just like any campaign, it's important to remind people how we're doing. For this campaign, we'd like to keep in front of people the number of voters we've signed up as supporters. There are a few ways we could do that. * Would it be possible to track the number of supporters with a query that would be posted on the sceens? The idea of repeating the query for each screen is not attractive, so I suppose that would mean something like executing the query when the person logs on, then somehow keeping that data persistent through their session? * If we implemented the [[#How Many? (High)|'''How Many?''']] function, any of the chairs could do a query on the EditCallList screen to get the current number, then post in on the web site. Not as good, but at least it would be somewhere. * I can do the query periodically and sent it to Bill Paulson for the web site. Not even as good as above, because it depends on me rather than any one of the chairs or even captains. [[User:Michael|Michael]] 22:03, 5 March 2007 (EST) I couldn't see any reason to avoid doing the extra little query on every page, so it's in. -Cliff ---- === <font color="darkgray">Campaign web site (Medium)</font> === You've added a link to the CNS web site. As your punishment for adding a new feature, Caroline wondered whether you could also add a link to the Campaign web site (once it's available). [[User:24.60.166.132|24.60.166.132]] 09:44, 27 February 2007 (EST) No problem! The navbar is kept in a single file, so updating it is a piece of cake. --[[User:Chayden|Chayden]] 21:50, 28 February 2007 (EST) The campaign site is '''http://www.yesforneedham.com'''. [[User:Michael|Michael]] 09:03, 5 March 2007 (EST) ---- === <font color="darkgray">Audit Trail Logging (High)</font> === Add an audit trail table and record changes to tables that users have access to. Additionally, add the caller userid to the CALL_HIST table to enable recording of who made each call. Initial Tables to add audit trail logging to: <ul> <li>call_list (Med)</li> <li>person (High)</li> <li>residence (Low)</li> <li>Voting Hist (High)</li> <li>User (High)</li> </ul> --[[User:Chayden|Chayden]] 18:11, 27 February 2007 (EST) ---- === <font color="darkgray">Login failure message (Low)</font> === Message doesn't distinguish between incorrect password and non-existent ID. ---- === <font color="darkgray"> Search unregistered voters (High)</font> === Completed and works in ad hoc search. Cool! This is going to be very important over the next few weeks because people have until '''Wednesday, March 22nd''' to register to vote. Leaving this open until you are able to replicate it for building call lists. ---- === <font color="darkgray"> Multiple select for affiliation (High)</font> === When creating lists of likely supporters based on smaller geographies, having the ability to select '''both''' Democrat and Unenrolled affiliations would be very helpful. This is the most common grouping we would use in any case. [[User:Michael|Michael]] 15:21, 25 February 2007 (EST) ---- === <font color="darkgray">Deal with colliding list names (High)</font> === Currently, creating a list with the same name as an existing list simply overwrites the existing list. This should be changed to offer the user the option of changing the name or overwriting the list. --[[User:Chayden|Chayden]] 18:17, 27 February 2007 (EST) ---- === <font color="darkgray">Stuff from my list</font> === L * Fix order of parties to have Democrat Republican Unenrolled on top * Agreed M * add exp dt/act dt to reference data - political party - voter rating * Not sure what this is (allows us to gracefully remove reference data without breaking relationships) --[[User:Chayden|Chayden]] 23:54, 2 March 2007 (EST) ---- [[CNS_Live|Back to Main CNS Live page]] 4u3cr6vsvsrs6lybjfgfw2nykc9tqj5 1183 1182 2024-05-24T04:57:39Z Michael 1 1 revision imported 1182 wikitext text/x-wiki <center> [[CNS_Live|Back to Main CNS Live page]] </center> Features still to be implemented in the application. == <font color=maroon> Open items </font> == === Incorporate results of Voter ID calls (High) === Frank Perullo will presumably be returning a file to us with the results of the Voter ID calls he's making. We will need to load that into the database. We are hoping that we will have some distinction in the undecideds. I don't know what the final script looked like, but the intent was to better target people to follow up with. So there might be a question to ask whether someone is undecided because they don't yet have enough information or because they are not convinced either way. Questions: # We can presumably load the yes and no results with vh_rating = 20 and vh_rating = 50 # Can and should we preserve a distinction (even behind the scenes) between the voters rated by volunteers and those rated by Frank's calls? # If we do have a distinction between types of undecideds, how should we reflect that in the DB? This would be critical, since this would be the group of people volunteers might follow up with in the remaining days of the campaign. [[User:Michael|Michael]] 15:50, 29 March 2007 (EDT) ---- === Layout in IE is too spread out (Medium) === For some reason, the layout of the forms in IE is way spread out. This is not true in Firefox, which is clearly a better browser. --[[User:Chayden|Chayden]] 18:19, 27 February 2007 (EST)--[[User:Chayden|Chayden]] 18:17, 27 February 2007 (EST) ---- === Custom call lists (Medium) === We've provided a robust selection of attributes through which call lists can be built. Our initial implementation (last year) focused on a large cohort (e.g. democratic voters between 35 and 55 who have voted in the last overrides) which was then broken into multiple smaller lists. There was not a specific connection between callers and people called. By creating a user hierarchy, we've enabled the creation of much more granular lists, targeted at individual callers. But there are a number of ways that people could conceive of a "community of interest" for a given caller. We also consider that "caller" is really a generic title covering many ways of contact. For example, a "caller" could be contacting neighbors in her/his immediate neighborhood. Or, the "caller" could be contacting parents in a class or grade. The database may never have all the searchable attributes needed to create lists to cover these scenarios. And we probably don't want to put generic flags in the database. However, could we design a structure so that a captain could "save" names as she does searches? After she has located the people she wants, she can turn that list of saved names into a call list. There would be only one active list of "saved" names at any time, but once saved, those would be a regular call list. Conceptually, this seems like a clean structure. I have no idea whether such a design is reasonably implementable, however. Thoughts? [[User:Michael|Michael]] 16:00, 25 February 2007 (EST) It is possible to do this, but there are some issues we'll need to address..... <ul> <li>What do we do when a user abandons a name list before making it into a call list? Does it get deleted? If not, how long do we retain it?</li> <li>Where do we store these interim lists? I could create another table for them, but it would really be just the same as a call list table in structure. We could use the call_list table, but how do we keep these entries private until the user is ready to distribute it? Or does that even matter?</li> <li>When multiple are running around making these things, we have to find a way of keeping them out of each other's list.</li> </ul> --[[User:Chayden|Chayden]] 21:48, 28 February 2007 (EST)---- * I would only keep one unnamed list around. * You could associate it with the user name, which may make storing it easier - either in another table, or within the call list table. * If if were in the call list, I'm gathering from your comment that you'd have some way of designating it as private, so it doesn't show up on the list of call lists. Maybe it has the user's name as the call list name. When you want to save it, it gets renamed. * Alternately, you could have a separate table and then just move the call list when someone wants to save it. * I'm not sure how best to handle the question of when to delete it. You want to keep it around and let people add to it, but you need to let them know that they're adding to it and how they can erase it and start over. * Not sure what you mean in the last item. If it's naming, then what I suggested above would work because the name of each person's list would be unique. [[User:Michael|Michael]] 22:59, 2 March 2007 (EST) ---- === How Many? (Medium) === Now that we've implemented so many capabilities in our search, could we provide a "how many?" or "count" button on the search screens that would show '''just''' the number of records (people) matching the criteria selected? You already provide this information, so I'm suggesting that this button would display only the number of people instead of the full results (particularly useful for queries producing a large number of records). This capability would allow chairs, etc. to get a lot of information that I now provide by doing SQL queries. For example: * How many democrats and unenrolleds are in Needham? * How many people have been identified as parents in the database? [[User:Michael|Michael]] 17:57, 3 March 2007 (EST) ---- === Sort order for user list (Medium) === We've got a lot of users now. They're sorted by role, and then (I think) simply in the order they were added. Could we add a sort by name (though it'd be by first name, since you probably don't want to parse out the last name from the name field)? [[User:Michael|Michael]] 23:31, 5 March 2007 (EST) ---- I'm pushing this up to medium only because we've got 44 users and I'm having a hard time finding people. [[User:Michael|Michael]] 16:38, 20 March 2007 (EDT) ---- === Password change (Low) === ---- === Viewer role? (Info) === So what precisely can a viewer do? I wanted to check some of the roles, so I created a test user (''Walter Queen - wqueen''). As a viewer, he couldn't really do anything. I think we envisioned the viewer as someone who could do searches and look at people, but not change anything. Is that practical? Do we need to talk about what this role is? [[User:Michael|Michael]] 08:46, 5 March 2007 (EST) Viewers are not very useful. You asked for them, but never defined their function. I can delete that role quite easily if you like. --[[User:Chayden|Chayden]] 16:15, 6 March 2007 (EST) ---- What I was thinking of for function is the ability to do searches and view information about residents (which means opening up an entry as a call), but no ability to change (save) anything. (An additional possibility, though perhaps less feasible, would be to prevent even viewing access to certain fields, like e-mail address. [[User:24.60.166.132|24.60.166.132]] 16:55, 6 March 2007 (EST) ---- === A Bunch of Stuff I Have === M * pageable search results * This is a "nice to have" - at this point, the interface is so much improved that it's not as important as it once was. <strike>L * add street numbers to single edit search * Is this even still relevant? Didn't "single edit search" evolve to "ad hoc" search? You've got a range in both. Was this single number search? Either way, would keep it L or VL</strike> * dropped. <strike>VL * single search result-set to show households * I think you've largely addressed the practical need (not having to make entries about households twice)</strike> * dropped. VL * Notion of merging lists * If you can do the [[CNSL_Open#Custom Call Lists (?)|Custom Call Lists]], this is even less needed. Moved to [[CNSL_Open#Elementary School Search (High)|Elementary School Search]]<br> <strike> Add elementary school district field to all searches * I have to get the information from MIS, since I couldn't get it with the resident extract. </strike> L * Bread Crumbs * A great feature to have; may make sense to do when you feel like the overhead of setting up and maintaining "back" and other navigation links makes it productive for you. M * add representation of year of last grad as grade of youngest child * Entering the year doesn't seem to have deterred too many people, though we have a few typos. M * change save call to only save a call if something actually has been changed in the call area. * Useful and more efficient with resources. L * add csv to ad hoc search results * Cut and paste to Excel works reasonably well, so may be able to lower this one. I noticed today that the "two line" problem doesn't exist in Excel XP. (Changed this to low). ----<!-- Enter new items above this line --> <br> == <font color=maroon> Closed items </font> == === <font color="darkgray">Display age in call list (High)</font> === Allison indicated that having the age of the callee show up in the call list would speed up her callers. I have made this change. Cliff ---- === <font color="darkgray">Display voting history in call record (High)</font> === People have indicated that it would be valuable to see a voter's history when calling them/interacting with them. I think we may have talked about this on one of our phone calls. Although the original question referred to the results list presented in the ad hoc query, it seemed to make more sense to add the voting history to the call screen. Michael ---- === <font color="darkgray">Elementary School search (High)</font> === Moved from [[CNSL Open#A Bunch of Stuff I Have|Bunch of Stuff]]. I requested a list from Roger MacDonald at MIS, specifying the information he provides to the School Transportation Department. He built them an access database with the information. He thinks he might have provided the information as ranges of street numbers within streets, but he thought he might be able to provide us a full list of addresses. Since our captains are school-based, this will be great to have. I will let you know when I get the data. [[User:Michael|Michael]] 22:29, 2 March 2007 (EST) ---- I received two files from Roger - # Parcels & Schools - A list of all parcels with addresses and school identifier # Center Lines - A list of all streets and their associated elementary schools. Where a street falls into more than one elementary district, there are multiple records for the street, each indicating a range of addresses and odd/even/both sides of the street. I have created a separate page called [[CNSL Elementary|Elementary School Mapping]] for this data and the process of incorporating it into the database. [[User:24.60.166.132|24.60.166.132]] 13:54, 17 March 2007 (EDT) ---- I have added this capability now that we have the files.... The Create Call List screen now has the ability to add the Elementary School to the query. --[[User:Chayden|Chayden]] 23:30, 18 March 2007 (EDT) ---- === <font color="darkgray">Ratings</font> === We still have the ratings text set to five options: * Self-selected strong supporter * Responded as strong supporter * Responded as likely supporter * Neutral * Unlikely Supporter We don't really want to use the "self-selected strong supporter" this year. We used it last year because we signed a bunch of people up through the web site so we wouldn't have to call them. The captains are generally training callers to register supporters as "responded as strong supporter", but I'd like to minimize the possibilities of confusion and be sure we capture all the supporters when we do queries. Options: # Leave it as is # Change the value of "self-selected" to equal the value of "responded as strong" (20). Would this cause any problems? # Eliminate one option from the table, leaving four? Does any logic depend on their being five? I'm assuming the point behind putting the options in a separate table was to isolate the options from the logic, so this wouldn't be a problem. '''This would be my preferred solution.''' # Other ideas? [[User:Michael|Michael]] 22:13, 5 March 2007 (EST) Now you will understand the intent behind the change I made to add effective/expiration dates to the rating_codes table! I changed the expiration date for rating_code 10 to be 2007-01-01 and this request was done. --[[User:Chayden|Chayden]] 19:57, 6 March 2007 (EST) ---- === <font color="darkgray">Tracking progress (High)</font> === Just like any campaign, it's important to remind people how we're doing. For this campaign, we'd like to keep in front of people the number of voters we've signed up as supporters. There are a few ways we could do that. * Would it be possible to track the number of supporters with a query that would be posted on the sceens? The idea of repeating the query for each screen is not attractive, so I suppose that would mean something like executing the query when the person logs on, then somehow keeping that data persistent through their session? * If we implemented the [[#How Many? (High)|'''How Many?''']] function, any of the chairs could do a query on the EditCallList screen to get the current number, then post in on the web site. Not as good, but at least it would be somewhere. * I can do the query periodically and sent it to Bill Paulson for the web site. Not even as good as above, because it depends on me rather than any one of the chairs or even captains. [[User:Michael|Michael]] 22:03, 5 March 2007 (EST) I couldn't see any reason to avoid doing the extra little query on every page, so it's in. -Cliff ---- === <font color="darkgray">Campaign web site (Medium)</font> === You've added a link to the CNS web site. As your punishment for adding a new feature, Caroline wondered whether you could also add a link to the Campaign web site (once it's available). [[User:24.60.166.132|24.60.166.132]] 09:44, 27 February 2007 (EST) No problem! The navbar is kept in a single file, so updating it is a piece of cake. --[[User:Chayden|Chayden]] 21:50, 28 February 2007 (EST) The campaign site is '''http://www.yesforneedham.com'''. [[User:Michael|Michael]] 09:03, 5 March 2007 (EST) ---- === <font color="darkgray">Audit Trail Logging (High)</font> === Add an audit trail table and record changes to tables that users have access to. Additionally, add the caller userid to the CALL_HIST table to enable recording of who made each call. Initial Tables to add audit trail logging to: <ul> <li>call_list (Med)</li> <li>person (High)</li> <li>residence (Low)</li> <li>Voting Hist (High)</li> <li>User (High)</li> </ul> --[[User:Chayden|Chayden]] 18:11, 27 February 2007 (EST) ---- === <font color="darkgray">Login failure message (Low)</font> === Message doesn't distinguish between incorrect password and non-existent ID. ---- === <font color="darkgray"> Search unregistered voters (High)</font> === Completed and works in ad hoc search. Cool! This is going to be very important over the next few weeks because people have until '''Wednesday, March 22nd''' to register to vote. Leaving this open until you are able to replicate it for building call lists. ---- === <font color="darkgray"> Multiple select for affiliation (High)</font> === When creating lists of likely supporters based on smaller geographies, having the ability to select '''both''' Democrat and Unenrolled affiliations would be very helpful. This is the most common grouping we would use in any case. [[User:Michael|Michael]] 15:21, 25 February 2007 (EST) ---- === <font color="darkgray">Deal with colliding list names (High)</font> === Currently, creating a list with the same name as an existing list simply overwrites the existing list. This should be changed to offer the user the option of changing the name or overwriting the list. --[[User:Chayden|Chayden]] 18:17, 27 February 2007 (EST) ---- === <font color="darkgray">Stuff from my list</font> === L * Fix order of parties to have Democrat Republican Unenrolled on top * Agreed M * add exp dt/act dt to reference data - political party - voter rating * Not sure what this is (allows us to gracefully remove reference data without breaking relationships) --[[User:Chayden|Chayden]] 23:54, 2 March 2007 (EST) ---- [[CNS_Live|Back to Main CNS Live page]] 4u3cr6vsvsrs6lybjfgfw2nykc9tqj5 0 608 1184 2007-03-05T13:43:08Z Greis>Michael 0 1184 wikitext text/x-wiki <center> [[CNS_Live|Back to Main CNS Live page]] </center> == Current Plan and Status == === <font color=darkgreen>DDL update on production database (Cliff)</font> === Can be done without affecting current usage <font color=maroon style=bold>'''Done 2/24'''</font> === <font color=darkgreen>Data refresh on production data (Michael)</font> === * Load November, 2006 election * Refresh resident data * Reload November, 2006 election * Run Mergedata <font color=maroon>'''Done 2/24'''</font><br> But....<br> '''Done''' [[User:Michael|Michael]] 18:06, 24 February 2007 (EST)<br> is faster === <font color=darkgreen>Copy code to new html/camp07 directory (Cliff)</font> === <font color=maroon>'''Done 2/24'''</font> === <font color=darkgreen>Create users on production database (Michael)</font> === Use code at html/camp07 - this is the new application running against the live database [[CNSL_Bugs#Create user error (High Priority) Camp07|Bug in create user code]] - [[User:Michael|Michael]] 15:26, 25 February 2007 (EST) Users re-created on production database. Will be turned over to captains 3/1. - Done. [[User:Michael|Michael]] 21:41, 28 February 2007 (EST) [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- === <font color=darkgreen>Check code on live data (Michael)</font> === Continue testing code - just don't change any resident or call information unless it's for real. Report problems [[CNSL_Bugs|here]]. Is OK to muck with the users - at least until they go live. Captains and users live. [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- === <font color=darkgreen>Demo and training on new application (Michael)</font> === Caroline Sabin is setting this up, aiming for Thursday. Will be at Wally Johnston's house if he can do it that day. He has several laptops and wireless. Make sure chairs and captains are in the database by then. They can add callers, but MJG should probably add those who've already been given IDs. (Reduce password confusion) * Meeting with Captains scheduled for 3/1 1 pm. * Did walk-through with Caroline by phone 2/27. * Caroline will add other users with their current passwords. [[User:Michael|Michael]] 21:42, 28 February 2007 (EST) Done 3/1. Captains now set to add users as needed. Each will decide how best to work with neighborhood captains. Some want to provide lists manually and limit the number using the database; others will have more database users. I've encouraged them to have more users than not, because that allows us to best ensure that people aren't stepping on each other as they reach out to get yes votes. [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- === <font color=darkgreen>Chairs/captains test code</font> === Michael asks the chairs and captains to try out the system between demo and Sunday. Tell them that they are working on the real data, so they should only make changes they mean to make (it's not a sandbox). Alison and others have been using the system - I haven't heard anything back, so that would indicate that things are working. [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- === Update instructions (Michael) === Update instructions I provided for Caroline? Let the captains provide quick training? What's needed? Looks like nothing additional needed at this point. Will keep this open, though, as users are added. [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- === <font color=darkgreen>For Sunday's kickoff meeting</font> === Cliff & Michael - are available during the weekend of March 3-4 to take care of any problems that have surfaced. We should be good to go live on Sunday when the campaign has its kickoff. (Kim Marie should definitely be at that meeting and you might consider coming as well - take some credit in person and see how we do. I don't have the details, but it's the usual Sunday night). Sunday's meeting went '''very''' well. About 60 people attended. Alison, Caroline and Heidi outlined the plan and answered questions. The group then broke up into school teams to discuss their individual strategies. [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- [[CNS_Live|Back to Main CNS Live page]] l63gu6chtiougjidj5hfj8rgy7h6kfm 1185 1184 2024-05-24T04:57:39Z Michael 1 1 revision imported 1184 wikitext text/x-wiki <center> [[CNS_Live|Back to Main CNS Live page]] </center> == Current Plan and Status == === <font color=darkgreen>DDL update on production database (Cliff)</font> === Can be done without affecting current usage <font color=maroon style=bold>'''Done 2/24'''</font> === <font color=darkgreen>Data refresh on production data (Michael)</font> === * Load November, 2006 election * Refresh resident data * Reload November, 2006 election * Run Mergedata <font color=maroon>'''Done 2/24'''</font><br> But....<br> '''Done''' [[User:Michael|Michael]] 18:06, 24 February 2007 (EST)<br> is faster === <font color=darkgreen>Copy code to new html/camp07 directory (Cliff)</font> === <font color=maroon>'''Done 2/24'''</font> === <font color=darkgreen>Create users on production database (Michael)</font> === Use code at html/camp07 - this is the new application running against the live database [[CNSL_Bugs#Create user error (High Priority) Camp07|Bug in create user code]] - [[User:Michael|Michael]] 15:26, 25 February 2007 (EST) Users re-created on production database. Will be turned over to captains 3/1. - Done. [[User:Michael|Michael]] 21:41, 28 February 2007 (EST) [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- === <font color=darkgreen>Check code on live data (Michael)</font> === Continue testing code - just don't change any resident or call information unless it's for real. Report problems [[CNSL_Bugs|here]]. Is OK to muck with the users - at least until they go live. Captains and users live. [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- === <font color=darkgreen>Demo and training on new application (Michael)</font> === Caroline Sabin is setting this up, aiming for Thursday. Will be at Wally Johnston's house if he can do it that day. He has several laptops and wireless. Make sure chairs and captains are in the database by then. They can add callers, but MJG should probably add those who've already been given IDs. (Reduce password confusion) * Meeting with Captains scheduled for 3/1 1 pm. * Did walk-through with Caroline by phone 2/27. * Caroline will add other users with their current passwords. [[User:Michael|Michael]] 21:42, 28 February 2007 (EST) Done 3/1. Captains now set to add users as needed. Each will decide how best to work with neighborhood captains. Some want to provide lists manually and limit the number using the database; others will have more database users. I've encouraged them to have more users than not, because that allows us to best ensure that people aren't stepping on each other as they reach out to get yes votes. [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- === <font color=darkgreen>Chairs/captains test code</font> === Michael asks the chairs and captains to try out the system between demo and Sunday. Tell them that they are working on the real data, so they should only make changes they mean to make (it's not a sandbox). Alison and others have been using the system - I haven't heard anything back, so that would indicate that things are working. [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- === Update instructions (Michael) === Update instructions I provided for Caroline? Let the captains provide quick training? What's needed? Looks like nothing additional needed at this point. Will keep this open, though, as users are added. [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- === <font color=darkgreen>For Sunday's kickoff meeting</font> === Cliff & Michael - are available during the weekend of March 3-4 to take care of any problems that have surfaced. We should be good to go live on Sunday when the campaign has its kickoff. (Kim Marie should definitely be at that meeting and you might consider coming as well - take some credit in person and see how we do. I don't have the details, but it's the usual Sunday night). Sunday's meeting went '''very''' well. About 60 people attended. Alison, Caroline and Heidi outlined the plan and answered questions. The group then broke up into school teams to discuss their individual strategies. [[User:Michael|Michael]] 08:43, 5 March 2007 (EST) ---- [[CNS_Live|Back to Main CNS Live page]] l63gu6chtiougjidj5hfj8rgy7h6kfm 0 609 1186 2007-04-03T15:34:43Z 24.60.166.132 1186 wikitext text/x-wiki [[CNS_Live|Back to Main CNS Live page]] <font color="Maroon"> == How many? == ---- </font> === People flagged as parents === (Year of last graduation flag set) <blockquote><tt> select count(*) from needham.PERSON where pn_year_last_grad <> 0 </tt></blockquote> ---- === Democrats or unenrolled under age 50 === <blockquote><tt> select count(*) from needham.PERSON where pn_affiliation in ("D", "U")and pn_birth_dt > "1957-01-01" </tt></blockquote> ---- === Unregistered voters between the ages of 30 & 50, new since 2005 === <blockquote><tt> select count(*) from needham.PERSON where pn_registered = "N" and pn_birth_dt > "1957-01-01" and pn_birth_dt< "1977-01-01" and pn_added_dt > "2005-03-01" </tt></blockquote> ---- === Residences with people youngerthan 55 === <blockquote><tt> select count(distinct(pn_rs_id)) from PERSON where pn_birth_dt > "1952-04-10" </tt></blockquote> ---- === Residences with supporters === <blockquote><tt> select count(distinct(rs_id)) from PERSON, VOTING_HIST, RESIDENCE where pn_id = vh_pn_id and rs_id = pn_rs_id and vh_el_id = 17 and vh_rating = 20 </tt></blockquote> ---- === Residences with registered Dems & Unenr. between 25 and 55 === <blockquote><tt> select count(distinct(rs_id)) from PERSON, RESIDENCE where rs_id = pn_rs_id and pn_birth_dt > "1952-04-10" and pn_birth_dt < "1982-04-10" and pn_registered = "Y" and pn_affiliation in ("D", "U") </tt></blockquote> ---- <font color="Maroon"> == Categorize == ---- </font> === Supporters by elementary school === <blockquote><tt> select rs_elem_school_cd, count(pn_id) FROM needham.PERSON, needham.RESIDENCE, needham.VOTING_HIST where rs_id = pn_rs_id and pn_id = vh_pn_id and vh_el_id = 17 and vh_rating = 20 GROUP BY RS_ELEM_SCHOOL_CD </tt></blockquote> ---- === Voters by affiliation who have voted in specific elections === <blockquote><tt> select pn_affiliation, count(pn_affiliation)FROM needham.PERSON, needham.MERGEDATA where pn_id = md_pn_id and MD_EL5_VOTED = "Y" group by pn_affiliation </tt></blockquote> ---- <font color="Maroon"> == Find with details... == ---- </font> === Voter(s) by name === <blockquote><tt> select PN_ID, CONCAT(pn_first_name, ' ', pn_last_name) as "Name", CONCAT(rs_street_number, " ", rs_street_name) as "Address", rs_precinct as "Pct", pn_affiliation as "Affil", pn_registered as "Registered?", (YEAR(CURRENT_DATE) - YEAR(PN_BIRTH_DT)-(RIGHT(CURRENT_DATE,5)<(RIGHT(PN_BIRTH_DT,5)))) AS PN_AGE, pn_phone as "Phone", pn_email as "e-mail", pn_occupation as "Occupation" FROM needham.PERSON, needham.RESIDENCE where rs_id = pn_rs_id and pn_last_name LIKE "Bailey%" </tt></blockquote> ---- === Voters who voted in 2005 but not in 2006 === <blockquote><tt> select CONCAT(pn_first_name, ' ', pn_last_name) as "Name", CONCAT(rs_street_number, " ", rs_street_name) as "Address", rs_precinct as "Pct", pn_affiliation as "Affil", pn_birth_dt as "DOB", (YEAR(CURRENT_DATE) - YEAR(PN_BIRTH_DT)-(RIGHT(CURRENT_DATE,5)<(RIGHT(PN_BIRTH_DT,5)))) AS PN_AGE, pn_phone as "Phone", pn_email as "e-mail", pn_occupation as "Occupation" FROM PERSON, RESIDENCE, MERGEDATA where rs_id = pn_rs_id and md_pn_id = pn_id and md_el13_voted = "Y" and md_el14_voted = "N" order by pn_age, pn_last_name, pn_first_name </tt></blockquote> ---- === All unregistered 18-year olds === <blockquote><tt> select PN_ID, CONCAT(pn_first_name, ' ', pn_last_name) as "Name", CONCAT(rs_street_number, " ", rs_street_name) as "Address", rs_precinct as "Pct", pn_registered as "Registered?", pn_birth_dt as "Birth date" FROM needham.PERSON, needham.RESIDENCE where rs_id = pn_rs_id and pn_registered = "Y" AND pn_birth_dt > date "1988-04-10" and pn_birth_dt < "1989-04-11" order by pn_last_name, pn_first_name </tt></blockquote> ---- === Supporters to exclude from Voter ID calls === <blockquote><tt> select pn_voter_id, CONCAT(pn_first_name, ' ', pn_last_name) as "Name", CONCAT(rs_street_number, " ", rs_street_name) as "Address", rs_precinct as "Pct", pn_affiliation as "Affil", pn_registered as "Registered?" FROM needham.PERSON, needham.RESIDENCE, needham.VOTING_HIST where rs_id = pn_rs_id and pn_id = vh_pn_id and vh_el_id = 17 and vh_rating = 20 ORDER BY pn_last_name, pn_first_name </tt></blockquote> ---- === Residents in a school district === <blockquote><tt> select CONCAT(pn_first_name, ' ', pn_last_name) as "Name", CONCAT(rs_street_number, " ", rs_street_name) as "Address", rs_precinct as "Pct", pn_affiliation as "Affil", pn_registered as "Registered?", pn_phone as "Phone" FROM needham.PERSON, needham.RESIDENCE, needham.VOTING_HIST where rs_id = pn_rs_id and pn_id = vh_pn_id and vh_el_id = 17 and vh_rating = 20 and rs_elem_school_cd = "B" ORDER BY pn_last_name, address, pn_first_name </tt></blockquote> ---- [[CNS_Live|Back to Main CNS Live page]] sfqybu1h4hnuu4igaftn5ttkygw5brm 1187 1186 2024-05-24T04:57:39Z Michael 1 1 revision imported 1186 wikitext text/x-wiki [[CNS_Live|Back to Main CNS Live page]] <font color="Maroon"> == How many? == ---- </font> === People flagged as parents === (Year of last graduation flag set) <blockquote><tt> select count(*) from needham.PERSON where pn_year_last_grad <> 0 </tt></blockquote> ---- === Democrats or unenrolled under age 50 === <blockquote><tt> select count(*) from needham.PERSON where pn_affiliation in ("D", "U")and pn_birth_dt > "1957-01-01" </tt></blockquote> ---- === Unregistered voters between the ages of 30 & 50, new since 2005 === <blockquote><tt> select count(*) from needham.PERSON where pn_registered = "N" and pn_birth_dt > "1957-01-01" and pn_birth_dt< "1977-01-01" and pn_added_dt > "2005-03-01" </tt></blockquote> ---- === Residences with people youngerthan 55 === <blockquote><tt> select count(distinct(pn_rs_id)) from PERSON where pn_birth_dt > "1952-04-10" </tt></blockquote> ---- === Residences with supporters === <blockquote><tt> select count(distinct(rs_id)) from PERSON, VOTING_HIST, RESIDENCE where pn_id = vh_pn_id and rs_id = pn_rs_id and vh_el_id = 17 and vh_rating = 20 </tt></blockquote> ---- === Residences with registered Dems & Unenr. between 25 and 55 === <blockquote><tt> select count(distinct(rs_id)) from PERSON, RESIDENCE where rs_id = pn_rs_id and pn_birth_dt > "1952-04-10" and pn_birth_dt < "1982-04-10" and pn_registered = "Y" and pn_affiliation in ("D", "U") </tt></blockquote> ---- <font color="Maroon"> == Categorize == ---- </font> === Supporters by elementary school === <blockquote><tt> select rs_elem_school_cd, count(pn_id) FROM needham.PERSON, needham.RESIDENCE, needham.VOTING_HIST where rs_id = pn_rs_id and pn_id = vh_pn_id and vh_el_id = 17 and vh_rating = 20 GROUP BY RS_ELEM_SCHOOL_CD </tt></blockquote> ---- === Voters by affiliation who have voted in specific elections === <blockquote><tt> select pn_affiliation, count(pn_affiliation)FROM needham.PERSON, needham.MERGEDATA where pn_id = md_pn_id and MD_EL5_VOTED = "Y" group by pn_affiliation </tt></blockquote> ---- <font color="Maroon"> == Find with details... == ---- </font> === Voter(s) by name === <blockquote><tt> select PN_ID, CONCAT(pn_first_name, ' ', pn_last_name) as "Name", CONCAT(rs_street_number, " ", rs_street_name) as "Address", rs_precinct as "Pct", pn_affiliation as "Affil", pn_registered as "Registered?", (YEAR(CURRENT_DATE) - YEAR(PN_BIRTH_DT)-(RIGHT(CURRENT_DATE,5)<(RIGHT(PN_BIRTH_DT,5)))) AS PN_AGE, pn_phone as "Phone", pn_email as "e-mail", pn_occupation as "Occupation" FROM needham.PERSON, needham.RESIDENCE where rs_id = pn_rs_id and pn_last_name LIKE "Bailey%" </tt></blockquote> ---- === Voters who voted in 2005 but not in 2006 === <blockquote><tt> select CONCAT(pn_first_name, ' ', pn_last_name) as "Name", CONCAT(rs_street_number, " ", rs_street_name) as "Address", rs_precinct as "Pct", pn_affiliation as "Affil", pn_birth_dt as "DOB", (YEAR(CURRENT_DATE) - YEAR(PN_BIRTH_DT)-(RIGHT(CURRENT_DATE,5)<(RIGHT(PN_BIRTH_DT,5)))) AS PN_AGE, pn_phone as "Phone", pn_email as "e-mail", pn_occupation as "Occupation" FROM PERSON, RESIDENCE, MERGEDATA where rs_id = pn_rs_id and md_pn_id = pn_id and md_el13_voted = "Y" and md_el14_voted = "N" order by pn_age, pn_last_name, pn_first_name </tt></blockquote> ---- === All unregistered 18-year olds === <blockquote><tt> select PN_ID, CONCAT(pn_first_name, ' ', pn_last_name) as "Name", CONCAT(rs_street_number, " ", rs_street_name) as "Address", rs_precinct as "Pct", pn_registered as "Registered?", pn_birth_dt as "Birth date" FROM needham.PERSON, needham.RESIDENCE where rs_id = pn_rs_id and pn_registered = "Y" AND pn_birth_dt > date "1988-04-10" and pn_birth_dt < "1989-04-11" order by pn_last_name, pn_first_name </tt></blockquote> ---- === Supporters to exclude from Voter ID calls === <blockquote><tt> select pn_voter_id, CONCAT(pn_first_name, ' ', pn_last_name) as "Name", CONCAT(rs_street_number, " ", rs_street_name) as "Address", rs_precinct as "Pct", pn_affiliation as "Affil", pn_registered as "Registered?" FROM needham.PERSON, needham.RESIDENCE, needham.VOTING_HIST where rs_id = pn_rs_id and pn_id = vh_pn_id and vh_el_id = 17 and vh_rating = 20 ORDER BY pn_last_name, pn_first_name </tt></blockquote> ---- === Residents in a school district === <blockquote><tt> select CONCAT(pn_first_name, ' ', pn_last_name) as "Name", CONCAT(rs_street_number, " ", rs_street_name) as "Address", rs_precinct as "Pct", pn_affiliation as "Affil", pn_registered as "Registered?", pn_phone as "Phone" FROM needham.PERSON, needham.RESIDENCE, needham.VOTING_HIST where rs_id = pn_rs_id and pn_id = vh_pn_id and vh_el_id = 17 and vh_rating = 20 and rs_elem_school_cd = "B" ORDER BY pn_last_name, address, pn_first_name </tt></blockquote> ---- [[CNS_Live|Back to Main CNS Live page]] sfqybu1h4hnuu4igaftn5ttkygw5brm 0 610 1188 2007-03-29T02:18:48Z Greis>Michael 0 /* Supporters running tally */ 1188 wikitext text/x-wiki [[CNS_Live|Back to Main CNS Live page]] <font color="Maroon"> == Campaign related == ---- </font> === Supporters running tally === <table border="2" bordercolor="#000000" summary=""> <tr> <th>Supporters</th><th>Date</th></tr> <tr bgcolor="#FFFF99"> <td align="right">2,214</td><td>3/29/07 10:00 pm</td></tr> <tr> <tr bgcolor="#FFDD99"> <td align="right">2,140</td><td>3/28/07 11:00 pm (End main stage)</td></tr> <tr> <td align="right">1,885</td><td>3/26/07 8:00 pm</td></tr> <tr> <td align="right">1,566</td><td>3/24/07 2:00 pm</td></tr> <tr> <td align="right">1,445</td><td>3/23/07 8:30 am</td></tr> <tr> <td align="right">1,205</td><td>3/21/07 11:00 pm</td></tr> <tr> <td align="right">1,003</td><td>3/20/07 8:00 pm</td></tr> </table> ---- === Supporters by Elementary School === <table border=1 cellspacing=1 cellpadding=0><tr> <th>School</th><th>3/27/07</th><th>3/24/07</th><th>3/21/07</th></tr> <tr> <td>Broadmeadow</td><td align="right">494</td><td align="right">440</td><td align="right">352</td></tr> <tr> <td>Eliot</td><td align="right">447</td><td align="right">372</td><td align="right">308</td></tr> <tr> <td>Hillside</td><td align="right">224</td><td align="right">161</td><td align="right">135</td></tr> <tr> <td>Mitchell</td><td align="right">320</td><td align="right">234</td><td align="right">78</td></tr> <tr> <td>Newman</td><td align="right">528</td><td align="right">359</td><td align="right">335</td></tr> <tr> <td>'''Total'''</td><td align="right">'''2,013'''</td><td align="right">'''1,566'''</td><td align="right">'''1,205'''</td></tr> </table> ---- === People flagged as parents === (Date of Last Graduation flag set) * '''2944''' - as of 19:08, 25 March 2007 (EDT) * '''2128''' - as of 18:24, 27 February 2007 (EST) * '''2425''' - as of 21:21, 28 February 2007 (EST) * '''2647''' - 08:53, 5 March 2007 (EST) ---- === Phone and e-mail penetration among supporters === We have phone numbers entered for '''70%''' of the supporters, and e-mail ID's (some outdated) for '''26%''' of supporters. [[User:Michael|Michael]] 15:43, 28 March 2007 (EDT) ---- === Democratic & Unenrolled between 25 and 55 === '''8751''' - as of 22:31, 28 February 2007 (EST) ---- === ID'd parents by affiliation === * '''814''' Democratic * '''342''' Republicans * '''1112''' Unenrolled * '''149''' Unregistered - as of 22:31, 28 February 2007 (EST) ---- <font color="Maroon"> == Demographic == ---- </font> === Voters by affiliation === <table border=1 cellspacing=1 cellpadding=0><tr> <th>Affiliation</th><th>Number</th></tr> <tr> <td>D</td><td>6923</td></tr> <tr> <td>E</td><td>4</td></tr> <tr> <td>G</td><td>6</td></tr> <tr> <td>J</td><td>18</td></tr> <tr> <td>L</td><td>30</td></tr> <tr> <td>N</td><td>2</td></tr> <tr> <td>R</td><td>2971</td></tr> <tr> <td>S</td><td>1</td></tr> <tr> <td>T</td><td>11</td></tr> <tr> <td>U</td><td>9819</td></tr> </table> 18:24, 27 February 2007 (EST) For a similar query, see [[CNSL_Queries#Voters by affiliation who have voted in specific elections|here]] ---- === Residents not registered to vote === '''3634''' - as of 18:24, 27 February 2007 (EST) ---- === Residents between 18 and 19 === * '''301''' unregistered residents born between 4/10/88 and 4/10/89 * '''136''' registered voters born between 4/10/88 and 4/10/89 Query is [[CNSL_Queries#All Unregistered 18-year olds|here]] 08:53, 5 March 2007 (EST) ---- <font color="Maroon"> == Voting History == ---- </font> === Voters who voted in 2005 but not in 2006 === * 581 voters of all ages * 288 voters 55 or younger * 238 voters between 30 and 55 ---- [[CNS_Live|Back to Main CNS Live page]] j9ppnuroclk5ymleek2xohdks6in13i 1189 1188 2024-05-24T04:57:39Z Michael 1 1 revision imported 1188 wikitext text/x-wiki [[CNS_Live|Back to Main CNS Live page]] <font color="Maroon"> == Campaign related == ---- </font> === Supporters running tally === <table border="2" bordercolor="#000000" summary=""> <tr> <th>Supporters</th><th>Date</th></tr> <tr bgcolor="#FFFF99"> <td align="right">2,214</td><td>3/29/07 10:00 pm</td></tr> <tr> <tr bgcolor="#FFDD99"> <td align="right">2,140</td><td>3/28/07 11:00 pm (End main stage)</td></tr> <tr> <td align="right">1,885</td><td>3/26/07 8:00 pm</td></tr> <tr> <td align="right">1,566</td><td>3/24/07 2:00 pm</td></tr> <tr> <td align="right">1,445</td><td>3/23/07 8:30 am</td></tr> <tr> <td align="right">1,205</td><td>3/21/07 11:00 pm</td></tr> <tr> <td align="right">1,003</td><td>3/20/07 8:00 pm</td></tr> </table> ---- === Supporters by Elementary School === <table border=1 cellspacing=1 cellpadding=0><tr> <th>School</th><th>3/27/07</th><th>3/24/07</th><th>3/21/07</th></tr> <tr> <td>Broadmeadow</td><td align="right">494</td><td align="right">440</td><td align="right">352</td></tr> <tr> <td>Eliot</td><td align="right">447</td><td align="right">372</td><td align="right">308</td></tr> <tr> <td>Hillside</td><td align="right">224</td><td align="right">161</td><td align="right">135</td></tr> <tr> <td>Mitchell</td><td align="right">320</td><td align="right">234</td><td align="right">78</td></tr> <tr> <td>Newman</td><td align="right">528</td><td align="right">359</td><td align="right">335</td></tr> <tr> <td>'''Total'''</td><td align="right">'''2,013'''</td><td align="right">'''1,566'''</td><td align="right">'''1,205'''</td></tr> </table> ---- === People flagged as parents === (Date of Last Graduation flag set) * '''2944''' - as of 19:08, 25 March 2007 (EDT) * '''2128''' - as of 18:24, 27 February 2007 (EST) * '''2425''' - as of 21:21, 28 February 2007 (EST) * '''2647''' - 08:53, 5 March 2007 (EST) ---- === Phone and e-mail penetration among supporters === We have phone numbers entered for '''70%''' of the supporters, and e-mail ID's (some outdated) for '''26%''' of supporters. [[User:Michael|Michael]] 15:43, 28 March 2007 (EDT) ---- === Democratic & Unenrolled between 25 and 55 === '''8751''' - as of 22:31, 28 February 2007 (EST) ---- === ID'd parents by affiliation === * '''814''' Democratic * '''342''' Republicans * '''1112''' Unenrolled * '''149''' Unregistered - as of 22:31, 28 February 2007 (EST) ---- <font color="Maroon"> == Demographic == ---- </font> === Voters by affiliation === <table border=1 cellspacing=1 cellpadding=0><tr> <th>Affiliation</th><th>Number</th></tr> <tr> <td>D</td><td>6923</td></tr> <tr> <td>E</td><td>4</td></tr> <tr> <td>G</td><td>6</td></tr> <tr> <td>J</td><td>18</td></tr> <tr> <td>L</td><td>30</td></tr> <tr> <td>N</td><td>2</td></tr> <tr> <td>R</td><td>2971</td></tr> <tr> <td>S</td><td>1</td></tr> <tr> <td>T</td><td>11</td></tr> <tr> <td>U</td><td>9819</td></tr> </table> 18:24, 27 February 2007 (EST) For a similar query, see [[CNSL_Queries#Voters by affiliation who have voted in specific elections|here]] ---- === Residents not registered to vote === '''3634''' - as of 18:24, 27 February 2007 (EST) ---- === Residents between 18 and 19 === * '''301''' unregistered residents born between 4/10/88 and 4/10/89 * '''136''' registered voters born between 4/10/88 and 4/10/89 Query is [[CNSL_Queries#All Unregistered 18-year olds|here]] 08:53, 5 March 2007 (EST) ---- <font color="Maroon"> == Voting History == ---- </font> === Voters who voted in 2005 but not in 2006 === * 581 voters of all ages * 288 voters 55 or younger * 238 voters between 30 and 55 ---- [[CNS_Live|Back to Main CNS Live page]] j9ppnuroclk5ymleek2xohdks6in13i 0 611 1190 2007-02-25T20:48:01Z Greis>Michael 0 1190 wikitext text/x-wiki <center> [[CNS_Live|Back to Main CNS Live page]] </center> Information, user documentation, training - what's needed, what we have and how to deliver it. == <font color=maroon> Information/items to be provided </font> == ---- <br> == <font color=maroon> Documents and links </font> == ---- <br> == <font color=maroon> Requirements and requests </font> == ---- <!-- Insert new items above this line --> <br> [[CNS_Live|Back to Main CNS Live page]] 7iejqigc93jmf61vf8qkkke26a3rtwj 1191 1190 2024-05-24T04:57:39Z Michael 1 1 revision imported 1190 wikitext text/x-wiki <center> [[CNS_Live|Back to Main CNS Live page]] </center> Information, user documentation, training - what's needed, what we have and how to deliver it. == <font color=maroon> Information/items to be provided </font> == ---- <br> == <font color=maroon> Documents and links </font> == ---- <br> == <font color=maroon> Requirements and requests </font> == ---- <!-- Insert new items above this line --> <br> [[CNS_Live|Back to Main CNS Live page]] 7iejqigc93jmf61vf8qkkke26a3rtwj 0 612 1192 2007-03-05T14:09:55Z Greis>Michael 0 1192 wikitext text/x-wiki == CNS Live == Pages, as needed, to track updates and to-do items for developing and rolling out the new application for this year's campaign. === Topics === # [[CNSL_Plan|Current Plan]] - Current Plan and Status # [[CNSL_Bugs|Bugs]] - Outstanding bugs # [[CNSL_Open|Open Items]] - Open Items # [[CNSL_User|User Information]] - User Information and Documentation === Versions of the Application === # [http://greisnet.com:8080/camp07 New Production Version] # [http://greisnet.com:8080/cliff Development Version] # [http://greisnet.com:8080/cns Previous production version, old data] === Database information and statistics === # [[CNSL_Queries|Query syntax]] - SQL statements for queries of interest # [[CNSL_Stats|Statistics]] - Statistics of interest === Our web sites === # [http://www.yesforneedham.com Yes for Needham campaign web site] # [http://www.needhamyes.com CNS web site] === Other communities === # [http://www.committee21.org Wellesley's Committee for Education in the 21st Century] ox9dp5m7kyt0xq89maooy9a4vj3ghcr 1193 1192 2024-05-24T04:57:39Z Michael 1 1 revision imported 1192 wikitext text/x-wiki == CNS Live == Pages, as needed, to track updates and to-do items for developing and rolling out the new application for this year's campaign. === Topics === # [[CNSL_Plan|Current Plan]] - Current Plan and Status # [[CNSL_Bugs|Bugs]] - Outstanding bugs # [[CNSL_Open|Open Items]] - Open Items # [[CNSL_User|User Information]] - User Information and Documentation === Versions of the Application === # [http://greisnet.com:8080/camp07 New Production Version] # [http://greisnet.com:8080/cliff Development Version] # [http://greisnet.com:8080/cns Previous production version, old data] === Database information and statistics === # [[CNSL_Queries|Query syntax]] - SQL statements for queries of interest # [[CNSL_Stats|Statistics]] - Statistics of interest === Our web sites === # [http://www.yesforneedham.com Yes for Needham campaign web site] # [http://www.needhamyes.com CNS web site] === Other communities === # [http://www.committee21.org Wellesley's Committee for Education in the 21st Century] ox9dp5m7kyt0xq89maooy9a4vj3ghcr 0 613 1194 2019-05-29T17:24:02Z Greis>Michael 0 1194 wikitext text/x-wiki An [[project status::active]] [[entity of::Needham]] [[activity type::committee]] [[shortname::{{SUBPAGENAME}}| ]] ::Note: Have not yet implemented the project page template '''CTAC for 2015''' - Begin work on Verizon renewal Provider License Status: *'''Comcast''' - 10-year renewal effective {{hct||2012-12-18}} *'''RCN''' - 10-year renewal effective {{hct||2012-?}} *'''Verizon''' - Initial 10-year franchise effective {{hct||2006-12-04}} (check this) == Peter Epstein 2014-12-01 == Not much information on Verizon posture on renewals yet. Needham was one of the earliest licenses executed by Verizon, expiring at the end of 2016. Earlier is probably better for working with Verizon, as they have a very small staff working on licenses. One attorney in NY and '''[[involved::Jill Reddish]]''' in Massachusetts. *No sense that they appreciably changed their approach to the licenses after Needham's. *No current indications that they will try to overturn the general approach to licenses. Our license with Verizon provided for: *5% of revenues *$445,000 capital Peter believes there will be no problem with the 5%, but they they will certainly look to spend much less on capital. My summary: *We've planned and managed for the long term. *We have spent significantly on capital - studio renovation, full equipment replacement to go to HD. So although we will contain to maintain a strong financial position, we can point to having used capital from the licensees effectively. *Our primary concern will that the capital from Verizon is '''equitable''' with respect the other franchisees. Preliminary plan: *Initial meeting with CTAC before year-end. *Develop analysis of capital from other providers and set target for Verizon - 1H 2015 *Required hearing(s) in Spring 2015 *Submit something to Verizon in late summer/fall 2015 *Target early 2016 for Selectmen to sign renewal with effective date December 2016 Note on '''Comcast''' - iNet maintenance agreement expires {{hct|2014-12-18}} *Get current status of migration from Marc :*Are we ready if Comcast shuts off iNet? *Call Frank Foss to find out Comcast's intentions - Don't have to maintain iNet after 2014-12-18, but will they continue to make it available? == Information about Franchise Related Costs == '''Negotiated Fees/Franchise Fees''': Under federal law, non-capital costs relating to license requirements are considered franchise fees and may be passed on to subscribers. For example, local officials, in negotiating the cable license, may require cable operators to set aside channels for public, educational, and governmental ("PEG") use. The monies spent to maintain the access studio, equipment, and personnel are considered franchise fees and may be passed on to subscribers. A municipality may request up to 5% of the cable operator's annual gross revenue from operating in the municipality less the required License Fee. These fees appear on monthly bills as "Franchise Fees" or "Access Fees." '''Franchise Related Costs''': Any capital costs or operating expenses incurred directly by the cable operator as a result of franchise requirements, such as purchasing access equipment or operating the facilities for required PEG channels, may be recovered from subscribers. For example, capital costs relating to the construction of a PEG access studio or the purchase of PEG equipment are considered franchise-related costs. These expenses are treated as external costs and are included in the basic service tier rate calculation. Cable operators may then, at their discretion, either recover the costs in the basic service tier rate or as a separate fee on subscribers' bills. rx1rltlp861eo2lm2q90fcothainnfa 1195 1194 2024-05-24T04:57:39Z Michael 1 1 revision imported 1194 wikitext text/x-wiki An [[project status::active]] [[entity of::Needham]] [[activity type::committee]] [[shortname::{{SUBPAGENAME}}| ]] ::Note: Have not yet implemented the project page template '''CTAC for 2015''' - Begin work on Verizon renewal Provider License Status: *'''Comcast''' - 10-year renewal effective {{hct||2012-12-18}} *'''RCN''' - 10-year renewal effective {{hct||2012-?}} *'''Verizon''' - Initial 10-year franchise effective {{hct||2006-12-04}} (check this) == Peter Epstein 2014-12-01 == Not much information on Verizon posture on renewals yet. Needham was one of the earliest licenses executed by Verizon, expiring at the end of 2016. Earlier is probably better for working with Verizon, as they have a very small staff working on licenses. One attorney in NY and '''[[involved::Jill Reddish]]''' in Massachusetts. *No sense that they appreciably changed their approach to the licenses after Needham's. *No current indications that they will try to overturn the general approach to licenses. Our license with Verizon provided for: *5% of revenues *$445,000 capital Peter believes there will be no problem with the 5%, but they they will certainly look to spend much less on capital. My summary: *We've planned and managed for the long term. *We have spent significantly on capital - studio renovation, full equipment replacement to go to HD. So although we will contain to maintain a strong financial position, we can point to having used capital from the licensees effectively. *Our primary concern will that the capital from Verizon is '''equitable''' with respect the other franchisees. Preliminary plan: *Initial meeting with CTAC before year-end. *Develop analysis of capital from other providers and set target for Verizon - 1H 2015 *Required hearing(s) in Spring 2015 *Submit something to Verizon in late summer/fall 2015 *Target early 2016 for Selectmen to sign renewal with effective date December 2016 Note on '''Comcast''' - iNet maintenance agreement expires {{hct|2014-12-18}} *Get current status of migration from Marc :*Are we ready if Comcast shuts off iNet? *Call Frank Foss to find out Comcast's intentions - Don't have to maintain iNet after 2014-12-18, but will they continue to make it available? == Information about Franchise Related Costs == '''Negotiated Fees/Franchise Fees''': Under federal law, non-capital costs relating to license requirements are considered franchise fees and may be passed on to subscribers. For example, local officials, in negotiating the cable license, may require cable operators to set aside channels for public, educational, and governmental ("PEG") use. The monies spent to maintain the access studio, equipment, and personnel are considered franchise fees and may be passed on to subscribers. A municipality may request up to 5% of the cable operator's annual gross revenue from operating in the municipality less the required License Fee. These fees appear on monthly bills as "Franchise Fees" or "Access Fees." '''Franchise Related Costs''': Any capital costs or operating expenses incurred directly by the cable operator as a result of franchise requirements, such as purchasing access equipment or operating the facilities for required PEG channels, may be recovered from subscribers. For example, capital costs relating to the construction of a PEG access studio or the purchase of PEG equipment are considered franchise-related costs. These expenses are treated as external costs and are included in the basic service tier rate calculation. Cable operators may then, at their discretion, either recover the costs in the basic service tier rate or as a separate fee on subscribers' bills. rx1rltlp861eo2lm2q90fcothainnfa 0 614 1196 2012-05-29T17:45:09Z Greis>Michael 0 1196 wikitext text/x-wiki {{PHG|Clean Technology|Clean Technology|||Clean Technology}} === Ted Sargent - Solar Paint === *Ted Sargent at the University of Toronto, a very well-respected researcher who has been developing a solar paint, and see what he thinks about it: ted.sargent@utoronto.ca :*Posted at Harvard Startups 12/1/08 Katherine Austin in response to an inquiry. :*Katherine Austin, PhD; Writer/Analyst Biotechnology/Medicine/Cleantech Email: kdaustin@nasw.org Tel: 604-263-3871 === AIM says efficiency savings overstated === 4/3/08 - BBJ AIM (Assoc. Ind of MA) says energy efficiency programs savings are overstated. Their study found $1.70 for every $1 spent, not $3.90 claimed by state agencies. AIM says $1 billion spent since 1998. Says spending 40x NC and 2x CA. (Want some cheese with that whine?) [http://c.bizjournals.com/ct/c/23408056] === Consumers want to go green but can't === 3/25/08 - Study: Consumers want to go green but can't - [http://c.bizjournals.com/ct/c/23388067] A recent study shows consumers are ready to go green but aren't finding what they want in the market. The 2007 National Technology Readiness Survey sponsored by the Center for Excellence in Service at the University of Maryland's Robert H. Smith School of Business and technology research firm Rockbridge Associates Inc. found that there was a potential for sales this year of $104 billion for environmentally-friendly consumer products and technologies. But while 83 percent of adults said they wanted to protect the environment, and 59 percent said they like trying new technologies to help the environment, about 42 percent said such technologies were hard to find. Almost half the environmentally-friendly technology sales could come in the realm of more environmentally-friendly vehicles, the study found. And for the most part, researchers findings on marketing green technologies were similar to marketing just about any new technology. "Our research found that green technology trends are led by a small, yet powerful group of influencers that actively act as evangelists to a secondary group of adopters" says P.K. Kannan, director of the Center for Excellence in Service, in a release. === DeMasi Speech === 3/18/08 - 10:38 AM EDT Tuesday - Boston Business Journal Speaker DiMasi skewers casinos, promotes clean tech industry at breakfast - [http://c.bizjournals.com/ct/c/23374651] At a Greater Boston Chamber of Commerce breakfast Tuesday morning, House Speaker Salvatore DiMasi said casinos in Massachusetts "will absolutely cause damage on a grand scale," and instead promoted his economic development efforts on creating new jobs in the clean energy sector. DiMasi announced his plans for a $50 million Green Jobs Act, which will provide grants, fellowships and training to clean energy companies that he said will grow "the right kind of jobs in Massachusetts." The program would be spearheaded by Secretary of Energy and Environmental Affairs Ian Bowles, and would dole out seed money to emerging programs and entice local venture capital companies to invest further. "We will help create a powerful economic engine for the state in an industry that will double and triple its size in the years to come," DiMasi said. "This is the economic plan I want to be in with the businesses of Massachusetts." He also did not shy away from his opposition to Gov. Deval Patrick's casino gambling plan, saying that any economic development benefit would be offset by losses to existing businesses and taxpayers. "We will absolutely and no question have increased bankruptcies, foreclosures, divorce, broken families, increased property crimes, domestic violence and on and on and on," he said. DiMasi called the state "the Athens of America," and lauded the legislatures efforts to reduce the cost of doing business by freezing unemployment insurance, helping locate large employers with tax incentives, and workforce development efforts. "These are the kinds of investments we should be making," he added. For the administration's part, Lt. Gov. Timothy Murray said he hoped the Speaker would allow a full and fair debate on casinos without undue influence. "We will see if the democracy the speaker spoke about is allowed to take place," Murray said. But he also expressed interest in working with DiMasi on his renewable energy efforts. DiMasi addressed questions of local opposition to renewable energy. "We need to change our attitudes and our mind about this because a crisis is looming," he said, alluding to the high price of oil and fossil fuels. === John Celli === Is this EEE? (Item is from January, 2008). Find out who John Celli is? Additionally, the BATC is working on determining speakers for an upcoming Clean Energy Panel Discussion scheduled to take place on April 17. To date they have received a commitment from Mark Donahue. Mark is a venture capitalist with Expansion Capital Partners, LLC, a firm that is focused on investing in this space. In an effort to solidify panelists and a moderator for this event, they are looking for suggestions from the Olin community. Ideal candidates would be involved in Clean Energy and could represent the following interests? #A speaker from Babson’s Olin School that could discuss the initiatives taking place at Babson in regard to Clean Energy #A Clean Energy Entrepreneur (1 or 2 entrepreneurs would be great) #A 2nd representative from another Venture Capital firm investing in Clean Energy #A professor/faculty member who could moderate the panel If you have any suggestions, please email John Celli. (a_capella@comcast.net). === Renewable Solutions in Residence - Brown course project === [https://wiki.brown.edu/confluence/display/SET/Renewable+Solutions+in+Residences+Across+Geographies Wiki-based summary] - Sustainable Energy Technologies Class Spring 2007 === Solterra === [[http://www.solterra.ie/about_us.html Solterra web site]] Irish company developing and installing geothermal heating and cooling systems. === Excel Mechanical === [http://www.excelmechanical.com Excel Mechanical] Somerville firm installing heating and cooling systems. Lists heat pump systems, but doesn't mention geothermal on the web site. Toll Free 888.636.HVAC (4822) Local Dialing 617.628.1144 ---- [[Category:Clean Technology]] ov7np3l0p8qhx6orggss3xky5bcjs8n 1197 1196 2024-05-24T04:57:39Z Michael 1 1 revision imported 1196 wikitext text/x-wiki {{PHG|Clean Technology|Clean Technology|||Clean Technology}} === Ted Sargent - Solar Paint === *Ted Sargent at the University of Toronto, a very well-respected researcher who has been developing a solar paint, and see what he thinks about it: ted.sargent@utoronto.ca :*Posted at Harvard Startups 12/1/08 Katherine Austin in response to an inquiry. :*Katherine Austin, PhD; Writer/Analyst Biotechnology/Medicine/Cleantech Email: kdaustin@nasw.org Tel: 604-263-3871 === AIM says efficiency savings overstated === 4/3/08 - BBJ AIM (Assoc. Ind of MA) says energy efficiency programs savings are overstated. Their study found $1.70 for every $1 spent, not $3.90 claimed by state agencies. AIM says $1 billion spent since 1998. Says spending 40x NC and 2x CA. (Want some cheese with that whine?) [http://c.bizjournals.com/ct/c/23408056] === Consumers want to go green but can't === 3/25/08 - Study: Consumers want to go green but can't - [http://c.bizjournals.com/ct/c/23388067] A recent study shows consumers are ready to go green but aren't finding what they want in the market. The 2007 National Technology Readiness Survey sponsored by the Center for Excellence in Service at the University of Maryland's Robert H. Smith School of Business and technology research firm Rockbridge Associates Inc. found that there was a potential for sales this year of $104 billion for environmentally-friendly consumer products and technologies. But while 83 percent of adults said they wanted to protect the environment, and 59 percent said they like trying new technologies to help the environment, about 42 percent said such technologies were hard to find. Almost half the environmentally-friendly technology sales could come in the realm of more environmentally-friendly vehicles, the study found. And for the most part, researchers findings on marketing green technologies were similar to marketing just about any new technology. "Our research found that green technology trends are led by a small, yet powerful group of influencers that actively act as evangelists to a secondary group of adopters" says P.K. Kannan, director of the Center for Excellence in Service, in a release. === DeMasi Speech === 3/18/08 - 10:38 AM EDT Tuesday - Boston Business Journal Speaker DiMasi skewers casinos, promotes clean tech industry at breakfast - [http://c.bizjournals.com/ct/c/23374651] At a Greater Boston Chamber of Commerce breakfast Tuesday morning, House Speaker Salvatore DiMasi said casinos in Massachusetts "will absolutely cause damage on a grand scale," and instead promoted his economic development efforts on creating new jobs in the clean energy sector. DiMasi announced his plans for a $50 million Green Jobs Act, which will provide grants, fellowships and training to clean energy companies that he said will grow "the right kind of jobs in Massachusetts." The program would be spearheaded by Secretary of Energy and Environmental Affairs Ian Bowles, and would dole out seed money to emerging programs and entice local venture capital companies to invest further. "We will help create a powerful economic engine for the state in an industry that will double and triple its size in the years to come," DiMasi said. "This is the economic plan I want to be in with the businesses of Massachusetts." He also did not shy away from his opposition to Gov. Deval Patrick's casino gambling plan, saying that any economic development benefit would be offset by losses to existing businesses and taxpayers. "We will absolutely and no question have increased bankruptcies, foreclosures, divorce, broken families, increased property crimes, domestic violence and on and on and on," he said. DiMasi called the state "the Athens of America," and lauded the legislatures efforts to reduce the cost of doing business by freezing unemployment insurance, helping locate large employers with tax incentives, and workforce development efforts. "These are the kinds of investments we should be making," he added. For the administration's part, Lt. Gov. Timothy Murray said he hoped the Speaker would allow a full and fair debate on casinos without undue influence. "We will see if the democracy the speaker spoke about is allowed to take place," Murray said. But he also expressed interest in working with DiMasi on his renewable energy efforts. DiMasi addressed questions of local opposition to renewable energy. "We need to change our attitudes and our mind about this because a crisis is looming," he said, alluding to the high price of oil and fossil fuels. === John Celli === Is this EEE? (Item is from January, 2008). Find out who John Celli is? Additionally, the BATC is working on determining speakers for an upcoming Clean Energy Panel Discussion scheduled to take place on April 17. To date they have received a commitment from Mark Donahue. Mark is a venture capitalist with Expansion Capital Partners, LLC, a firm that is focused on investing in this space. In an effort to solidify panelists and a moderator for this event, they are looking for suggestions from the Olin community. Ideal candidates would be involved in Clean Energy and could represent the following interests? #A speaker from Babson’s Olin School that could discuss the initiatives taking place at Babson in regard to Clean Energy #A Clean Energy Entrepreneur (1 or 2 entrepreneurs would be great) #A 2nd representative from another Venture Capital firm investing in Clean Energy #A professor/faculty member who could moderate the panel If you have any suggestions, please email John Celli. (a_capella@comcast.net). === Renewable Solutions in Residence - Brown course project === [https://wiki.brown.edu/confluence/display/SET/Renewable+Solutions+in+Residences+Across+Geographies Wiki-based summary] - Sustainable Energy Technologies Class Spring 2007 === Solterra === [[http://www.solterra.ie/about_us.html Solterra web site]] Irish company developing and installing geothermal heating and cooling systems. === Excel Mechanical === [http://www.excelmechanical.com Excel Mechanical] Somerville firm installing heating and cooling systems. Lists heat pump systems, but doesn't mention geothermal on the web site. Toll Free 888.636.HVAC (4822) Local Dialing 617.628.1144 ---- [[Category:Clean Technology]] ov7np3l0p8qhx6orggss3xky5bcjs8n 0 615 1198 2018-11-14T16:31:35Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [https://www.calvert.com/about-us.php Calvert] is a wholly-owned s..." 1198 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [https://www.calvert.com/about-us.php Calvert] is a wholly-owned subsidiary of [[Eaton Vance]] *Calvert Research and Management - Investment Advisor :*[https://www.adviserinfo.sec.gov/Firm/285127 IAPD Investment Advisor Summary] ::Alternate name: Eaton Vance Investment Advisors :*CRD# 285127 :*SEC# 801-108378 {{Organizational Connections}} ---- [[Category:Companies/Investment Management]] djvbo4oduwe67uvf87ut579cmlaqyzs 1199 1198 2024-05-24T04:57:39Z Michael 1 1 revision imported 1198 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [https://www.calvert.com/about-us.php Calvert] is a wholly-owned subsidiary of [[Eaton Vance]] *Calvert Research and Management - Investment Advisor :*[https://www.adviserinfo.sec.gov/Firm/285127 IAPD Investment Advisor Summary] ::Alternate name: Eaton Vance Investment Advisors :*CRD# 285127 :*SEC# 801-108378 {{Organizational Connections}} ---- [[Category:Companies/Investment Management]] djvbo4oduwe67uvf87ut579cmlaqyzs 0 616 1200 2017-02-10T16:51:47Z Greis>Michael 0 1200 wikitext text/x-wiki Cambridge Associates is an advisor to endowments, pension funds and wealthy individuals. History :*Founded 1971 to serve Harvard endowment :*Quickly grew to 12 university clients :*Those original clients still with CA Snapshot: :*900 Clients (min $50m to largest organizations) :*~24% university, 30% other nfp, 15% foundations, 15% private clients, 10% government/public :*People - total ? ::*200 consultants ::*100 managing directors participate in ownership *'''Team''' - collaboration is the focus *Consulting built on best practices learned through work with leading institutions :*Successful investment program development and implementation *Large nonprofit peer comparison database :*Built through their work and made available to clients *Indices and benchmarks Lines of Business: :*Research :*Consulting :*Outsourcing ::*"Outsourced CIO" - discretionary or non-discretionary :*Specialized expertise - alternative assets, mission investing *High client loyalty - 95% average client retention rate over ten years *'''Core Consulting Services''' (from the CA web site) :*Investment planning to derive asset allocation, risk tolerance, manager structure, liquidity :*Documentation of investment policies including objectives, constraints, guidelines, and measures of success :*Manager due diligence and recommendations :*Performance reporting :*Agenda setting and/or participation in investment committee meetings :*Access to in-depth published research, extensive capital markets and manager databases, and a rich library of market-related exhibits *'''Outsourcing services''' :*Offered for last 10+ years :*Outgrowth of consulting services {{Organizational Connections}} ---- [[Category:Career]] [[Category:Companies/Financial Services|Cambridge Associates]] [[Category:Companies/Massachusetts|Cambridge Associates]] [[Category:Companies/Investment Consultant]] 8jji0f1h5fupxxax7u7kuuwqa2wynwr 1201 1200 2024-05-24T04:57:39Z Michael 1 1 revision imported 1200 wikitext text/x-wiki Cambridge Associates is an advisor to endowments, pension funds and wealthy individuals. History :*Founded 1971 to serve Harvard endowment :*Quickly grew to 12 university clients :*Those original clients still with CA Snapshot: :*900 Clients (min $50m to largest organizations) :*~24% university, 30% other nfp, 15% foundations, 15% private clients, 10% government/public :*People - total ? ::*200 consultants ::*100 managing directors participate in ownership *'''Team''' - collaboration is the focus *Consulting built on best practices learned through work with leading institutions :*Successful investment program development and implementation *Large nonprofit peer comparison database :*Built through their work and made available to clients *Indices and benchmarks Lines of Business: :*Research :*Consulting :*Outsourcing ::*"Outsourced CIO" - discretionary or non-discretionary :*Specialized expertise - alternative assets, mission investing *High client loyalty - 95% average client retention rate over ten years *'''Core Consulting Services''' (from the CA web site) :*Investment planning to derive asset allocation, risk tolerance, manager structure, liquidity :*Documentation of investment policies including objectives, constraints, guidelines, and measures of success :*Manager due diligence and recommendations :*Performance reporting :*Agenda setting and/or participation in investment committee meetings :*Access to in-depth published research, extensive capital markets and manager databases, and a rich library of market-related exhibits *'''Outsourcing services''' :*Offered for last 10+ years :*Outgrowth of consulting services {{Organizational Connections}} ---- [[Category:Career]] [[Category:Companies/Financial Services|Cambridge Associates]] [[Category:Companies/Massachusetts|Cambridge Associates]] [[Category:Companies/Investment Consultant]] 8jji0f1h5fupxxax7u7kuuwqa2wynwr 0 617 1202 2015-01-13T19:01:46Z Greis>Michael 0 1202 wikitext text/x-wiki {{#subobject: | poTitle=Cambridge Handbook of Institutional Investment and Fiduciary Duty | poAuthor=Andreas Hoepner | poAuthor=James Hawley | poType=Book | poDate=2014 }} {{#ask: [[-Has subobject::{{FULLPAGENAME}}]] | mainlabel=- |?poTitle |?poAuthor |?poType |?poDate | headers=hide }} Cambridge Handbook of Institutional Investment and Fiduciary Duty<ref name="book"> {{cite book |last=Hawley (Ed.) |first=James |coauthors=Andreas Hoepner (Ed.) |title=Cambridge Handbook of Institutional Investment and Fiduciary Duty |origdate= |origyear= |origmonth= |url=http://www.cambridge.org/gb/academic/subjects/management/governance/cambridge-handbook-institutional-investment-and-fiduciary-duty |format=Hardcover |accessdate= |accessyear= |accessmonth= |edition= |series= |date=April, 2014 |year= |month= |publisher=Cambridge University Press |location= |language= |isbn=9781107035874 |oclc= |doi= |id= |pages= |chapter= |chapterurl= |quote= }} </ref> Contributors: :Keith L. Johnson, Joakim Sandberg, Edward J. Waitzer, Douglas Sarro, Jay Youngdahl, Alison Fox, Gordon Noble, Sebastian Siegl, Ian Hamilton, René H. Maatman, Stephen Viederman, Larry W. Beeferman, Tessa Hebb, Jayne Zanglein, Ivan Diaz-Rainey, Andrea Finegan, Gbenga Ibikunle, Daniel J. Tulloch, Michael Perino, Claire Molinari, Aaron Bernstein, Stefan Zeume, Raj Thamotheram, Aidan Ward, Dieter Gramlich, Liaw Huang, David Ingram, Thomas Terry, Michael Thompson, Arman Eshraghi, Richard Taffler, Gordon L. Clark, [[contributed to::Roger Urwin]], [[contributed to::Steve Lydenberg]], Rebecca K. Darr, Danyelle Guyatt, Christine Berry, Charles Scanlan, Magnus Jansson, Anders Biel, Tommy Gärling, Ralf Barkemeyer, Frank Figge, Tobias Hahn, Andrea Liesen, Agnes L. Neher, Jonas Nilsson, [[contributed to::Jane Ambachtsheer]], Ryan Pollice, [[contributed to::Robert Eccles]], Jock Herron, [[contributed to::George Serafeim]], Michael P. Krzus, Christian E. Weller, Christopher W. Waddell, Tim Cadman, Tek Maraseni, Stephen M. Davis ---- Publication information: <references/> [[Category:Book|Cambridge]] 8rsfu7123om6y0giipohadrdcqp3ab4 1203 1202 2024-05-24T04:57:39Z Michael 1 1 revision imported 1202 wikitext text/x-wiki {{#subobject: | poTitle=Cambridge Handbook of Institutional Investment and Fiduciary Duty | poAuthor=Andreas Hoepner | poAuthor=James Hawley | poType=Book | poDate=2014 }} {{#ask: [[-Has subobject::{{FULLPAGENAME}}]] | mainlabel=- |?poTitle |?poAuthor |?poType |?poDate | headers=hide }} Cambridge Handbook of Institutional Investment and Fiduciary Duty<ref name="book"> {{cite book |last=Hawley (Ed.) |first=James |coauthors=Andreas Hoepner (Ed.) |title=Cambridge Handbook of Institutional Investment and Fiduciary Duty |origdate= |origyear= |origmonth= |url=http://www.cambridge.org/gb/academic/subjects/management/governance/cambridge-handbook-institutional-investment-and-fiduciary-duty |format=Hardcover |accessdate= |accessyear= |accessmonth= |edition= |series= |date=April, 2014 |year= |month= |publisher=Cambridge University Press |location= |language= |isbn=9781107035874 |oclc= |doi= |id= |pages= |chapter= |chapterurl= |quote= }} </ref> Contributors: :Keith L. Johnson, Joakim Sandberg, Edward J. Waitzer, Douglas Sarro, Jay Youngdahl, Alison Fox, Gordon Noble, Sebastian Siegl, Ian Hamilton, René H. Maatman, Stephen Viederman, Larry W. Beeferman, Tessa Hebb, Jayne Zanglein, Ivan Diaz-Rainey, Andrea Finegan, Gbenga Ibikunle, Daniel J. Tulloch, Michael Perino, Claire Molinari, Aaron Bernstein, Stefan Zeume, Raj Thamotheram, Aidan Ward, Dieter Gramlich, Liaw Huang, David Ingram, Thomas Terry, Michael Thompson, Arman Eshraghi, Richard Taffler, Gordon L. Clark, [[contributed to::Roger Urwin]], [[contributed to::Steve Lydenberg]], Rebecca K. Darr, Danyelle Guyatt, Christine Berry, Charles Scanlan, Magnus Jansson, Anders Biel, Tommy Gärling, Ralf Barkemeyer, Frank Figge, Tobias Hahn, Andrea Liesen, Agnes L. Neher, Jonas Nilsson, [[contributed to::Jane Ambachtsheer]], Ryan Pollice, [[contributed to::Robert Eccles]], Jock Herron, [[contributed to::George Serafeim]], Michael P. Krzus, Christian E. Weller, Christopher W. Waddell, Tim Cadman, Tek Maraseni, Stephen M. Davis ---- Publication information: <references/> [[Category:Book|Cambridge]] 8rsfu7123om6y0giipohadrdcqp3ab4 0 618 1204 2019-05-29T17:37:31Z Greis>Michael 0 1204 wikitext text/x-wiki An [[project status::completed]] [[entity of::Needham]] [[activity type::needham project|project]] [[shortname::{{SUBPAGENAME}}| ]] == Overall Strategy == Likely low turnout for April election with no override *Encourage supporters to vote *Reach out to voters who regularly show up in April *Targeted visibility and name recognition efforts <br> ---- == Themes == *Finance :*Budget, but not just budget :*Operational effectiveness :*Long-term planning :*Articulate and explain finances, sustainability ::&nbsp; ::&nbsp; *Leadership and Collaboration :*Hiring Dan :*Working closely with Dan and Central Administration :*Articulate and refine system goals :*Achievability and accountability :*Communications ::&nbsp; ::&nbsp; *Communications :* ::&nbsp; ::&nbsp; *Opportunity :*We can not and should not just tread water :*What was the last new program - elementary Spanish? :*Carefully selected restorations or new initiatives for growth and leadership :*Economic imperative ::&nbsp; <br> == Activities == Laundry list of possible campaign activities ---- === Dear Friend Cards === *High Priority - Remind and encourage voting *Encourage people to use e-mail as well if that works for them? To do: *Write text *Order *Distribute ---- === Lawn Signs === *Recommended *"Overnight" appearance - suggested on Sunday, March 30th :*Day before LWV Candidates Night :*Nine days before election - maximizes impact, minimizes annoyance To do: *Design *Quantity - for both lawns & holding? *Order *Plan distribution === Sign Holding === *Recommended :*Visibility on election day To do: *Mounting *Schedule *Distribute === Web Site === *Cliff is building and designing the site *Types of content :*Bio, Endorsements, Press, Issues, Events, Support *Issues - important areas that should be covered? *Content === Coffees & Meetings === *Opportunity to also educate and inform about School issues generally *But hard to organize, especially in a "quiet" election year *Focus on a few in high turnout areas? === Letters to the Editor === *Recommended === Phone Calls === *Low Priority === Candidate Outreach === *e-mails *Phone Calls *Events === Endorsements === *Should we collect endorsements? :*Easy to do on web site *How would we use them? === Mailings === *? === Advertisements === *Not worth the fund raising effort if not a contested election *Is a newspaper ad a worthwhile investment (in any election)? :*If so, is endorsement ad the most effective? <br> === Connections with other Campaigns === *Jerry *Denise <br> === Other ideas? === <br> ---- 8ek1t1vvm7yfdxh09yp4cme1biqve5e 1205 1204 2024-05-24T04:57:39Z Michael 1 1 revision imported 1204 wikitext text/x-wiki An [[project status::completed]] [[entity of::Needham]] [[activity type::needham project|project]] [[shortname::{{SUBPAGENAME}}| ]] == Overall Strategy == Likely low turnout for April election with no override *Encourage supporters to vote *Reach out to voters who regularly show up in April *Targeted visibility and name recognition efforts <br> ---- == Themes == *Finance :*Budget, but not just budget :*Operational effectiveness :*Long-term planning :*Articulate and explain finances, sustainability ::&nbsp; ::&nbsp; *Leadership and Collaboration :*Hiring Dan :*Working closely with Dan and Central Administration :*Articulate and refine system goals :*Achievability and accountability :*Communications ::&nbsp; ::&nbsp; *Communications :* ::&nbsp; ::&nbsp; *Opportunity :*We can not and should not just tread water :*What was the last new program - elementary Spanish? :*Carefully selected restorations or new initiatives for growth and leadership :*Economic imperative ::&nbsp; <br> == Activities == Laundry list of possible campaign activities ---- === Dear Friend Cards === *High Priority - Remind and encourage voting *Encourage people to use e-mail as well if that works for them? To do: *Write text *Order *Distribute ---- === Lawn Signs === *Recommended *"Overnight" appearance - suggested on Sunday, March 30th :*Day before LWV Candidates Night :*Nine days before election - maximizes impact, minimizes annoyance To do: *Design *Quantity - for both lawns & holding? *Order *Plan distribution === Sign Holding === *Recommended :*Visibility on election day To do: *Mounting *Schedule *Distribute === Web Site === *Cliff is building and designing the site *Types of content :*Bio, Endorsements, Press, Issues, Events, Support *Issues - important areas that should be covered? *Content === Coffees & Meetings === *Opportunity to also educate and inform about School issues generally *But hard to organize, especially in a "quiet" election year *Focus on a few in high turnout areas? === Letters to the Editor === *Recommended === Phone Calls === *Low Priority === Candidate Outreach === *e-mails *Phone Calls *Events === Endorsements === *Should we collect endorsements? :*Easy to do on web site *How would we use them? === Mailings === *? === Advertisements === *Not worth the fund raising effort if not a contested election *Is a newspaper ad a worthwhile investment (in any election)? :*If so, is endorsement ad the most effective? <br> === Connections with other Campaigns === *Jerry *Denise <br> === Other ideas? === <br> ---- 8ek1t1vvm7yfdxh09yp4cme1biqve5e 0 619 1206 2019-05-29T17:36:00Z Greis>Michael 0 1206 wikitext text/x-wiki An [[project status::completed]] [[entity of::Needham]] [[activity type::needham project|project]] [[shortname::{{SUBPAGENAME}}| ]] == Issue Research == === Municipal Finance === AAA ratings and overrides :*[http://www.standardandpoors.com/ratings/public-finance-massachusetts/ratings-list/en/us/?countryVal=all&subSectorCode=125&sectorId=1221186707758&subSectorId=1221189434614&start=400&range=50 S&P Massachusetts ratings] :*Downloaded override data files from [http://www.mass.gov/dor/local-officials/municipal-data-and-financial-management/data-bank-reports/ Municipal data bank] 2013 Budget :*32,251,788 - Municipal Depts. :*51,007,041 - Schools (+ 780,038 Minuteman) :*33,666,917 - Town-wide :*117,705,785 - Total Percentages: :*43% - Schools :*27% - Municipal Departments :*29% - Town-wide All operational overrides :*6,003,917 - Schools :*2,562,386 - Municipal If schools % request = budget % :*4,080,837 If remove High Rock override from School total: :*4,115,988 ---- i7g2c6uy5r9gpl9wzrhh70qwgkk9vez 1207 1206 2024-05-24T04:57:40Z Michael 1 1 revision imported 1206 wikitext text/x-wiki An [[project status::completed]] [[entity of::Needham]] [[activity type::needham project|project]] [[shortname::{{SUBPAGENAME}}| ]] == Issue Research == === Municipal Finance === AAA ratings and overrides :*[http://www.standardandpoors.com/ratings/public-finance-massachusetts/ratings-list/en/us/?countryVal=all&subSectorCode=125&sectorId=1221186707758&subSectorId=1221189434614&start=400&range=50 S&P Massachusetts ratings] :*Downloaded override data files from [http://www.mass.gov/dor/local-officials/municipal-data-and-financial-management/data-bank-reports/ Municipal data bank] 2013 Budget :*32,251,788 - Municipal Depts. :*51,007,041 - Schools (+ 780,038 Minuteman) :*33,666,917 - Town-wide :*117,705,785 - Total Percentages: :*43% - Schools :*27% - Municipal Departments :*29% - Town-wide All operational overrides :*6,003,917 - Schools :*2,562,386 - Municipal If schools % request = budget % :*4,080,837 If remove High Rock override from School total: :*4,115,988 ---- i7g2c6uy5r9gpl9wzrhh70qwgkk9vez 0 620 1208 2007-05-31T18:39:28Z Greis>Michael 0 /* Capital Rationing */ 1208 wikitext text/x-wiki {{CatPageHeader}} === Comparing projects of unequal lives === *Calculate Equivalent Annual Annuity for each project **Calculate annuity factor using project life of '''t''' years with required rate or return '''r''' **EAA = NPV / annuity factor *Pick largest EAA === Capital Rationing === * Use profitability index to rank them <math>PI = \frac{PV(CF)}{Initial\ Investment} = 1 + \frac{NPV}{Initial\ Investment} </math> :*Invest if PI > 1 :*Accounts for relative size and immpact of project * May choose combination of projects that use all available capital rather than restricting choice to only top of PI-ranked list ---- {{CatPageHeader}} [[Category:Corporate Finance]] 4px11q8t3d39gm6jys0e456czo6moic 1209 1208 2024-05-24T04:57:40Z Michael 1 1 revision imported 1208 wikitext text/x-wiki {{CatPageHeader}} === Comparing projects of unequal lives === *Calculate Equivalent Annual Annuity for each project **Calculate annuity factor using project life of '''t''' years with required rate or return '''r''' **EAA = NPV / annuity factor *Pick largest EAA === Capital Rationing === * Use profitability index to rank them <math>PI = \frac{PV(CF)}{Initial\ Investment} = 1 + \frac{NPV}{Initial\ Investment} </math> :*Invest if PI > 1 :*Accounts for relative size and immpact of project * May choose combination of projects that use all available capital rather than restricting choice to only top of PI-ranked list ---- {{CatPageHeader}} [[Category:Corporate Finance]] 4px11q8t3d39gm6jys0e456czo6moic 0 621 1210 2014-06-13T19:36:36Z Greis>Michael 0 Created page with "<!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.carbontracker.org/site Carbon Tracker Initiative] is a..." 1210 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.carbontracker.org/site Carbon Tracker Initiative] is a not-for-profit working to align the capital markets with the climate change policy agenda. *CTI's goal is to "prevent the materialisation of carbon-related risks in the capital markets, by finding evidence-based incentives and solutions and improving the transparency of the carbon (CO2) embedded in financial markets." {{Organizational Connections}} ---- [[Category:Companies/Sustainable Investing]] [[Category:NGO]] 7p7n9a9d4jhfnqoiepyf7hwpxlf8zya 1211 1210 2024-05-24T04:57:41Z Michael 1 1 revision imported 1210 wikitext text/x-wiki <!-- As of September 2013, use Semantic Mediawiki to create relationships between people and companies --> [http://www.carbontracker.org/site Carbon Tracker Initiative] is a not-for-profit working to align the capital markets with the climate change policy agenda. *CTI's goal is to "prevent the materialisation of carbon-related risks in the capital markets, by finding evidence-based incentives and solutions and improving the transparency of the carbon (CO2) embedded in financial markets." {{Organizational Connections}} ---- [[Category:Companies/Sustainable Investing]] [[Category:NGO]] 7p7n9a9d4jhfnqoiepyf7hwpxlf8zya 0 622 1212 2020-09-04T20:26:51Z Greis>Michael 0 1212 wikitext text/x-wiki == Child and Resource Pages == This page has <subpagecount /> subpages {{OpenHidden|Alphabetical list of all Career pages}}There are <subpagecount /> subpages: <subpages />{{CloseHidden}} <hr /> Direct Subpages <subpages kidsonly=yes /> <hr /> Topical Resources: {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | ?shortname = | ?section = Section | ?Category = Categories | template = ListTopicalResources | format = ul | link = none }}<hr /> <div style="clear: both;"></div> {{TOC|align=right}} == Opportunities == *[[Career/Opportunities|Opportunities]] - Posting details (and responses) for opportunties :*[[Career/Opportunities/OpportunityTemplate|Opportunity Template]] :*[[Career/Current Opportunity Cover|Current Opportunity Cover]] - Draft of cover letter for current opportunity :*[[Career/Current Opportunity Notes|Current Opportunity Notes]] - Notes for preparing submission/cover letter :*[[Career/Current Working Document|Current Working Document]] - Notes and drafts (for collaborative editing) ::*[[Working Document Archives]] - Archive of notes and drafts === Opportunity pages === {{OpenHidden|Alphabetical list of all Opportunity pages}}There are <subpagecount page=Career/Opportunities /> subpages: <subpages page=Career/Opportunities />{{CloseHidden}} == Resumes and Resources == *[[Career/Resumes|Resumes]] - resume files and working area *[[Career/Speaker Bio|Speaker Bio]] - Short bio(s) for speaking engagements, intros *[[Career/References|References]] for prospective employers *[[Career/Business Cards|Business Cards]] *[[Career/Writing|Writing]] guidance and reference *[[Reference/Management|Management Reference page]] '''Online resources''' *[[Career/Online|Online Career Resources]] - sites, search engines and posted resumes *[https://ocs.yale.edu/channels/alums/ Yale Office Of Career Services Alumni page] '''Career information sites''': *Ivy Exec [http://blog.ivyexec.com blog] == [[Career/Intellectual Capital|Intellectual Capital pages]] == [[Career/Intellectual Capital|Intellectual Capital]] == Professional Activities == *[[Career/Digital Presence|Digital Presence]] *[[Career/Publications and Media|Publications & Media]] *Speaking :*Speaking speed - '''180 wpm''' :*Telepromopter app on iPad == Time and Workflow Management == {{hct|2020-09-04}} - Move orphan material to a separate page (or delete). *Using [[Infrastructure/Applications/Toodledo|Toodledo]] for task management *Using Wiki (including Semantic Mediawiki) for maintaining contact information and connections :*This needs a summary how-to... *How to Scale Yourself - Danny Schreiber [https://zapier.com/blog/scale-yourself-scott-hanselman/?utm_source=pocket&utm_medium=email&utm_campaign=pockethits post describing John Hanselman presentation] {{color|2014-03-25}} :*Audit and sort your sources - Find your aggregators (NB - be one?) :*Schedule work sprint - 25 minutes uninterrupted on a task - track interruptions (Pomodoro technique pioneered by Francesco Cirillo) :*Do, Delegate, Defer, Drop ::*But - how to make sure you respond? Have to say no or give a time (MJG). ::*Treat cc's differently - FYI only if you are cc'd :*Check e-mail at noon - morning and night are destructive :*How are you triaging your inbox? Are you effective? Are you efficient? :*Mental clutter - does this task help toward a goad :*Multitasking is impossible (another believer!) ::*Except for "unconscious/rote" tasks (MJG) - poop time == Archive and Miscellaneous == {{hct|2020-09-04}} - Review and update, move, delete or move to CareerArchive as appropriate *[[NewCareer|Version]] of this page using higher level sections if want to change format - created {{color||2012-07-16}} *[[Career/Quotes|Quotes]] - Quotes *[[Consulting]] - (Outdated) list of consulting projects and prospects *[[Career/Networking|Networking]] - Archive: catch-all for names and contacts for networking and follow-up *[[Bluewire Partners]] - Archive of BWP material *[[Career/Financial Analysis Tools|Financial Analysis Tools]] *[[Infrastructure/Web Sites/Riverbend Advisors|Riverbend Advisors web site]] *[[Career/Certifications|Certifications]] *[[Professional Development]] ---- [[Category:Career]] hg769qj5gh4cj88aoq00t90c3vnp15f 1213 1212 2024-05-24T04:57:41Z Michael 1 1 revision imported 1212 wikitext text/x-wiki == Child and Resource Pages == This page has <subpagecount /> subpages {{OpenHidden|Alphabetical list of all Career pages}}There are <subpagecount /> subpages: <subpages />{{CloseHidden}} <hr /> Direct Subpages <subpages kidsonly=yes /> <hr /> Topical Resources: {{#ask: [[topical resource for::{{ #if: {{{1|}}} | {{{1}}} | {{SUBPAGENAME}} }}]] | ?shortname = | ?section = Section | ?Category = Categories | template = ListTopicalResources | format = ul | link = none }}<hr /> <div style="clear: both;"></div> {{TOC|align=right}} == Opportunities == *[[Career/Opportunities|Opportunities]] - Posting details (and responses) for opportunties :*[[Career/Opportunities/OpportunityTemplate|Opportunity Template]] :*[[Career/Current Opportunity Cover|Current Opportunity Cover]] - Draft of cover letter for current opportunity :*[[Career/Current Opportunity Notes|Current Opportunity Notes]] - Notes for preparing submission/cover letter :*[[Career/Current Working Document|Current Working Document]] - Notes and drafts (for collaborative editing) ::*[[Working Document Archives]] - Archive of notes and drafts === Opportunity pages === {{OpenHidden|Alphabetical list of all Opportunity pages}}There are <subpagecount page=Career/Opportunities /> subpages: <subpages page=Career/Opportunities />{{CloseHidden}} == Resumes and Resources == *[[Career/Resumes|Resumes]] - resume files and working area *[[Career/Speaker Bio|Speaker Bio]] - Short bio(s) for speaking engagements, intros *[[Career/References|References]] for prospective employers *[[Career/Business Cards|Business Cards]] *[[Career/Writing|Writing]] guidance and reference *[[Reference/Management|Management Reference page]] '''Online resources''' *[[Career/Online|Online Career Resources]] - sites, search engines and posted resumes *[https://ocs.yale.edu/channels/alums/ Yale Office Of Career Services Alumni page] '''Career information sites''': *Ivy Exec [http://blog.ivyexec.com blog] == [[Career/Intellectual Capital|Intellectual Capital pages]] == [[Career/Intellectual Capital|Intellectual Capital]] == Professional Activities == *[[Career/Digital Presence|Digital Presence]] *[[Career/Publications and Media|Publications & Media]] *Speaking :*Speaking speed - '''180 wpm''' :*Telepromopter app on iPad == Time and Workflow Management == {{hct|2020-09-04}} - Move orphan material to a separate page (or delete). *Using [[Infrastructure/Applications/Toodledo|Toodledo]] for task management *Using Wiki (including Semantic Mediawiki) for maintaining contact information and connections :*This needs a summary how-to... *How to Scale Yourself - Danny Schreiber [https://zapier.com/blog/scale-yourself-scott-hanselman/?utm_source=pocket&utm_medium=email&utm_campaign=pockethits post describing John Hanselman presentation] {{color|2014-03-25}} :*Audit and sort your sources - Find your aggregators (NB - be one?) :*Schedule work sprint - 25 minutes uninterrupted on a task - track interruptions (Pomodoro technique pioneered by Francesco Cirillo) :*Do, Delegate, Defer, Drop ::*But - how to make sure you respond? Have to say no or give a time (MJG). ::*Treat cc's differently - FYI only if you are cc'd :*Check e-mail at noon - morning and night are destructive :*How are you triaging your inbox? Are you effective? Are you efficient? :*Mental clutter - does this task help toward a goad :*Multitasking is impossible (another believer!) ::*Except for "unconscious/rote" tasks (MJG) - poop time == Archive and Miscellaneous == {{hct|2020-09-04}} - Review and update, move, delete or move to CareerArchive as appropriate *[[NewCareer|Version]] of this page using higher level sections if want to change format - created {{color||2012-07-16}} *[[Career/Quotes|Quotes]] - Quotes *[[Consulting]] - (Outdated) list of consulting projects and prospects *[[Career/Networking|Networking]] - Archive: catch-all for names and contacts for networking and follow-up *[[Bluewire Partners]] - Archive of BWP material *[[Career/Financial Analysis Tools|Financial Analysis Tools]] *[[Infrastructure/Web Sites/Riverbend Advisors|Riverbend Advisors web site]] *[[Career/Certifications|Certifications]] *[[Professional Development]] ---- [[Category:Career]] hg769qj5gh4cj88aoq00t90c3vnp15f 0 623 1214 2016-01-25T16:49:36Z Greis>Michael 0 1214 wikitext text/x-wiki Riverbend Advisors business cards are in a Word document on the Thinkpad in <tt>c:\documents\career\resources</tt> *Updated {{color||2014-09}} with CFA designation :*The file was originally created in 2009. *Riverbend Advisors Stationery is in that directory as well. ---- 5bnxk3v9vyua8vl1ti0lerrc6hjy2yw 1215 1214 2024-05-24T04:57:41Z Michael 1 1 revision imported 1214 wikitext text/x-wiki Riverbend Advisors business cards are in a Word document on the Thinkpad in <tt>c:\documents\career\resources</tt> *Updated {{color||2014-09}} with CFA designation :*The file was originally created in 2009. *Riverbend Advisors Stationery is in that directory as well. ---- 5bnxk3v9vyua8vl1ti0lerrc6hjy2yw 0 624 1216 2017-01-12T14:20:16Z Greis>Michael 0 1216 wikitext text/x-wiki Getting the CFA Charter [[shortname::{{SUBPAGENAME}}| ]] [[activity type::work project]] - '''[[project status::completed]]''' {{color||2014-10-20}} I need help with the process of submitting for the charter because I'm not working for a traditional industry firm that takes care of the process. I need to know what to communicate. {{color||2014-09-19}} Talked with [[involved::Bobby Lamy]] of CFA Institute. *(O) 434 284-3847 *Find his cell number *Find any other written notes Bobby can absolutely help get this done. *He has been working on just this issue (2008 changed everything, many more non-traditional paths) *CFAI wants to clean up their backlog of ABD *They want people who contribute to the development of the profession (that should make it easy) '''Bobby will connect me with Mandy''' ( ) or someone else. *Mandy leads She leads/is in the group that reviews the submissions and will work with me to put together a submission. '''Can we get this done for November? - Yes''', should be able to do it. *BSAS ceremony is {{color||2014-11-06}}. Will need (2?) sponsors. *Steve Lydenberg *David Richardson? *Someone involved with SI conference? *Current/former director? ---- ez5j263fbzhfbcw660ol6c4m0id0eju 1217 1216 2024-05-24T04:57:41Z Michael 1 1 revision imported 1216 wikitext text/x-wiki Getting the CFA Charter [[shortname::{{SUBPAGENAME}}| ]] [[activity type::work project]] - '''[[project status::completed]]''' {{color||2014-10-20}} I need help with the process of submitting for the charter because I'm not working for a traditional industry firm that takes care of the process. I need to know what to communicate. {{color||2014-09-19}} Talked with [[involved::Bobby Lamy]] of CFA Institute. *(O) 434 284-3847 *Find his cell number *Find any other written notes Bobby can absolutely help get this done. *He has been working on just this issue (2008 changed everything, many more non-traditional paths) *CFAI wants to clean up their backlog of ABD *They want people who contribute to the development of the profession (that should make it easy) '''Bobby will connect me with Mandy''' ( ) or someone else. *Mandy leads She leads/is in the group that reviews the submissions and will work with me to put together a submission. '''Can we get this done for November? - Yes''', should be able to do it. *BSAS ceremony is {{color||2014-11-06}}. Will need (2?) sponsors. *Steve Lydenberg *David Richardson? *Someone involved with SI conference? *Current/former director? ---- ez5j263fbzhfbcw660ol6c4m0id0eju 0 625 1218 2016-01-28T21:32:58Z Greis>Michael 0 1218 wikitext text/x-wiki '''Investment Advisers''' must by statute take :*[[Involvement::FINRA]] Series 7 and Series 66 or :*FINRA Series 65 :*Waiver available for holders of CFA, CFP, others *[http://www.nasaa.org NASAA] - North American Securities Administrators Association :*Association of State Securities regulators :*State Securities regulators (NASAA members) "license firms and their agents, investigate violations of state and provincial law, file enforcement actions when appropriate, and educate the public about investment fraud." :*Massachusetts (Secretary of State's Office?) - Securities Division, Bryan Lantagne, Director *NASAA Resources :*[http://www.nasaa.org/industry-resources/exams/references/ References] for content material *FINRA Series 3 - National Commodity Futures Examination Various items from these sites have been downloaded to <tt>\Documents\Career\FINRA</tt> ---- srtqlj05z3xn5ppslc5tjkj2ppjj94q 1219 1218 2024-05-24T04:57:41Z Michael 1 1 revision imported 1218 wikitext text/x-wiki '''Investment Advisers''' must by statute take :*[[Involvement::FINRA]] Series 7 and Series 66 or :*FINRA Series 65 :*Waiver available for holders of CFA, CFP, others *[http://www.nasaa.org NASAA] - North American Securities Administrators Association :*Association of State Securities regulators :*State Securities regulators (NASAA members) "license firms and their agents, investigate violations of state and provincial law, file enforcement actions when appropriate, and educate the public about investment fraud." :*Massachusetts (Secretary of State's Office?) - Securities Division, Bryan Lantagne, Director *NASAA Resources :*[http://www.nasaa.org/industry-resources/exams/references/ References] for content material *FINRA Series 3 - National Commodity Futures Examination Various items from these sites have been downloaded to <tt>\Documents\Career\FINRA</tt> ---- srtqlj05z3xn5ppslc5tjkj2ppjj94q 0 626 1220 2016-01-25T16:54:32Z Greis>Michael 0 1220 wikitext text/x-wiki Working area for current opportunity cover letters == Notes and drafts == Add information here. == Archive == *[[Career/Current Opportunity Cover/Archive|Archive]] of Current Opportunity material :*Note: Material incorporated into cover letters and other submissions is maintained with those opportunities. ---- [[Category:Career]] e3cdtm7cfml3vmp874atufx55o8m0aw 1221 1220 2024-05-24T04:57:41Z Michael 1 1 revision imported 1220 wikitext text/x-wiki Working area for current opportunity cover letters == Notes and drafts == Add information here. == Archive == *[[Career/Current Opportunity Cover/Archive|Archive]] of Current Opportunity material :*Note: Material incorporated into cover letters and other submissions is maintained with those opportunities. ---- [[Category:Career]] e3cdtm7cfml3vmp874atufx55o8m0aw 0 627 1222 2016-01-25T16:53:18Z Greis>Michael 0 1222 wikitext text/x-wiki == NEEP == Position Objective and key ideas *Accelerate Energy Efficiency in the Building Sector in the Northeast and Atlantic regions *NEEP is the leading facilitator of regional market transformation Keywords/ideas: *Strategy *Planning *Managing up and down *Culture *Collaboration == Sovereign Cover Letter V2 == Dear Sir/Madam: I would like to put my portfolio of experience to work advancing Sovereign Bank's institutional relationships with universities. This is a unique position demanding specialized skills. I can bring to Sovereign the experience of having led institutional university relations for IBM and having extensive experience building multi-faceted partnerships with universities. Because my work and career since then have focused on finance and sustainability, I can effectively incorporate Sovereign's business offerings and its commitment to university interactions as a pillar of its corporate sustainability strategy into building productive institutional relationships. My experience with universities includes: *Pioneering a "shared value" model for corporate-university relationships that acknowledged the importance of advancing institutional goals on both sides of the relationship *Leading and supporting teams that built strategic, institutional relationships with multiple universities worldwide *Negotiation, implementation, and review of collaboration agreements with universities *Developing programs and overseeing $35 million in grants, faculty awards and student research. *Guiding cross-sector executive work groups including corporate and university leaders to pursue strategic alliance opportunities for economic development in Massachusetts My work in finance and sustainability includes: *Earning an MS in Finance and successfully completing the three levels of the CFA Exam *Active engagement with the Boston Security Analysts Society, including serving as Chair of the Socially Responsible Investment Committee and developing programs on ESG Investing *Building business cases for incorporating renewable energy into municipal projects and planning *Presenting the economic and financial arguments for sustainability at the municipal, state and federal level *Founding and leading a community-based organization building a more sustainable community by engaging residents, organizations, businesses, local government, public schools and local colleges Creating and maintaining effective institutional relationships between a multinational business and universities requires a deep understanding of how universities work, the ability to confidently advance a range of corporate objectives, experience matching very different institutional cultures and a passion for the mission. I would like to bring those skills and commitment to Sovereign’s work with universities. Thank you for your consideration. === Sovereign V1 === I would very much like to put my portfolio of experience to work advancing Sovereign Bank's institutional relationships with universities. This is a unique position demanding specialized skills. I can bring to Sovereign the experience of having led the institutional university relations for IBM and having extensive experience building multi-faceted partnerships with universities. Because my work and career since then have focused on finance and sustainability, I can effectively incorporate Sovereign's business offerings and its commitment to university interactions as a pillar of its corporate sustainability strategy into building productive institutional relationships. '''KEYWORDS that you MUST use -''' Institutional Relations. Negotiation,implementation, and review of collaboration agreements with universities special global projects - internship programs, MIT, Harvard Management of the overall institutional relationship with universities Coordination and control of sponsorship payments to Universities Coordination with the Universities of special events, corporate visits, top level meetings. == MSCI == I would like to put my portfolio of experience to work growing the institutional use of ESG Research products to make investment decisions. I can bring to MSCI a track record of success in solution sales and relationship development including extensive experience with the university marketplace. By leveraging those core sales capabilities with the finance and sustainability expertise and connections I have built over the last several years, I can successfully reach into the expanding ESG marketplace. My solutions sales skills were built during twenty years of technical sales, marketing and management experience at IBM. I have completed all three levels of the CFA exam am an active member of the Boston Security Analysts Society. I serve as chair of the Socially Responsible Investment program committee where my focus has been to attract greater interest for SRI/ESG topics from the mainstream investment community. I developed and moderated a successful December program on the SEC Climate Change Disclosure Guidelines. Over the past several years, my sustainability project and consulting work has included founding and leading a community-based organization (driving sustainability), building the case for municipal renewable energy projects, articulating the economic and financial arguments for sustainability at the municipal, state and federal level... , federal and state policy, emerging technologies, analysis, driving behavior change and stakeholder advocacy. My interest/commitment to the connection between finance and sustainability makes this an ideal opportunity for me, and one to which I wish to make a long-term commitment. == Zipcar Investor Relations == Did not apply - mid 2010 I would like to join the Zipcar team as Director of Investor Relations. Zipcar is a sustainability-focused company with a disruptive business model that will continue to evolve with the market it is creating. Beyond core skills in finance and communications, its Director of Investor Relations should brings a passion for sustainability, a diverse skill set and a demonstrated ability to adapt and grow. Zipcar, with a disruptive and transformative business model based on sustainability, should have a Director of Investor Relations with a similar profile. *passion for sustainability *analytical understanding of financial analysis and reporting *ability to articulate the financial value and opportunity of sustainable business models passion for sustainability and a broad skill set encompassing multiple areas of finance, communications and messaging, sales and marketing, relationship management and technology. == Sustainable Endowments Institute == February, 2010 *[[Media:Greis Sustainable Endowments Managing Director.doc|Finalized cover letter]] as sent I received your posting for the new position of Managing Director at the Sustainable Endowments Institute through the Boston Area Sustainable Investment Consortium listserv. I am enthusiastic because this position centers on work I want to do - advance sustainability with a strong focus on the role of finance - and does it in the university environment that has been the focus of much of my career. I would very much like to add my professional and personal experience, which I believe covers the range of responsibilities and qualifications you have outlined, to the team you have brought together at the Sustainable Endowments Institute. I have taken the opportunity to provide information about my relevant experience and interest in the form of answers to the questions you provided in your posting. I very much hope this can be a starting point for a follow-up discussion in more depth and in person about this opportunity. === Questions === What set of skills and/or experiences do you have to offer that will be particularly beneficial in pursuing the mission of the Institute? *'''Working effectively in the university environment''' - I have worked with universities throughout my career. Much of my work at IBM was focused on universities, where I gained a thorough understanding of how universities work and how to build effective partnerships. Early in my career, I worked on and managed technical sales teams, and later created and ran a world-wide market segment for research computing. Those experiences lead to the opportunity to create and run IBM's worldwide University Relations program. There I leveraged a matrix of IBM organizations and resources to develop strategic relationships with leading universities. Since then, I have continued my interactions with universities: :*At Northeastern, where I worked on generating corporate support and collarations :*Working on the Massachusetts Technology Roadmap project :*Current involvement in sustainability projects with Olin College and the collaborations between Olin and the Needham community *'''Relationship Management''' - Building and managing relationships among disparate stakeholders has been a central element of all my professional and volunteer endeavors. The elements have been similar - develop and articulate a compelling value proposition, translate technically complex information for a variety of audiences, identify benefits for multiple stakeholders and then persuade people to take action. Examples include: :*Guiding working groups from industry, academia and associations to identify high-potential Massachusetts R&D strategic alliance opportunities (Mass Insight) :*Coordinating sales, research, product organizations and senior executives to establish high-profile alliances between IBM and selected universities worldwide (IBM ACIS, IBM University Relations) :*Steering the development and approval of a $45 million school budget through a public and political process involving multiple boards, elected and appointed officials and a legislative body (Town Meeting) :*Persuading voters to support tax overrides for both ongoing budget increases to support services and one-time capital projects, with a focus on financial responsibility and stewardship (Needham School Committee, Citizens for Needham Schools) *'''Presentations, communications and public speaking''' - Making effective presentations was one of the first skills I mastered when I began my professional life at IBM and it has served me well since. All my professional and personal endeavors have involved presenting to, and engaging with, audiences of various sizes. It is something I thoroughly enjoy doing. :*Many of my sales and technical presentations at IBM were to university audiences :*My current work with Green Needham is completely focused on promoting sustainability and includes regular presentations and meetings :*As a member of the Needham School Committee for the last five years, I participate in or present at multiple meetings each month :*As Chair of the School Committee last year, I ran all public meetings for the Committee, including our twice-monthly School Committee meetings which are televised live, as well as spoke on behalf of the Committee at public events *'''Managing a staff of technical professionals''' - at IBM, I managed high-level technical and research professionals. Managing staff who are more senior and more technically skilled than you can be daunting. I succeeded because I used my interest in and understanding of their work to support them rather than to direct them. *'''Finance and investment management''' - I earned an MS in Finance and undertook the CFA program to make finance an integral part of my career path going forward. I have successfully completed Level III of the CFA program and now need only additional professional experience to earn the CFA charter. I am a finance liaison for the School Committee. In my role as Treasurer and now President of a non-profit organization (The Needham Channel), I have direct experience in not-for-profit finance and investment management and process. *'''Strategic Planning, innovative outreach and creative marketing''' - Typically, marketing or outreach are event-driven activities, but I approach them as opportunities to create ongoing self-sustaining solutions. For example: :*Rather than create Proposition 2 1/2 override committees from scratch, we created Citizens for Needham Schools as an ongoing entity to educate the community and to serve as a repository of experience and knowledge gained. :*Approached by others interested in climate change in the community, I steered the group toward founding an continuing organization focused on projects and action rather than a one-time advocacy event. The Green Needham Collaborative is now the recognized face of sustainability in Needham. *'''Working in a collaborative environment''' - Even though I worked for many years in a large company, most of my work was done in smaller organizations and in a heavily matrixed environment, where success came through collaboration and relationships, not reporting structures. This experience, originally gained at IBM, has been valuable in my consulting projects and in my role in Town Meeting and on the Needham School Committee. What experiences—work-related or otherwise—have you had on the topic of campus and/or endowment sustainability? Because of my long involvement with universities, I have been following the work being done by some of the leaders through contacts, particularly at Yale and MIT. I have been directly engaged at Olin College in building collaborations with our community and school-based sustainability work and serve on Olin's Sustainability Steering Committee. A new project I have been developing is targeted at university endowments and foundations. There is powerful evidence - the greenhouse gas cost abatement curve in the recently updated McKinsey report being just one example - that energy efficiency projects are not just the least expensive mitigation projects, they are positive ROI projects that are good investments. Building retrofits, for example, could be positioned as good investments for endowments. Such projects have a demonstrable cash flow and are effectively securitized by the cost savings generated. Connecting endowments to local or regional projects would offer a diversifying asset for endowments that has a well-defined and potentially lower risk profile. The challenge lies in assembling projects and connecting the projects with the potential funders. *What experiences—work-related or otherwise—have you had with project management? At IBM, I managed a range of projects, including product rollouts to customer segments, implementation of technical computing systems, sales & marketing programs, education programs and creation of strategic alliances. For the Massachusetts Technology Roadmap consulting project, I ran several workgroups of industry and academic professionals developing proposals for public-private partnerships. My community sustainability work through the Green Needham Collaborative is done through individual projects. *What experiences—work-related or otherwise—have you had with fundraising or grant writing? While I do not consider myself a professional fund raiser or grant writer, these are important tools I have used throughout my career and in my volunteer work. My strengths in fundraising are in messaging, building relationships, communicating complex topics and making persuasive presentations; in grant writing, it is messaging as well as collaborative development and editing. :*At IBM, I worked with faculty and university departments seeking funding for high performance computing equipment. :*At Northeastern, I worked with faculty seeking corporate support. :*Although my primary role on the Massachusetts Technology Roadmap project was in project execution, I also worked on generating the required support from sponsors and participants. :*I have worked on multiple community-based fund-raising campaigns. And, although this is a different form of fund raising, I have chaired or worked in a leadership role on seven successful Proposition 2 1/2 override campaigns in Needham. *Why are you interested in working for the Sustainable Endowments Institute? Several years ago, I made a professional commitment to finance by earning an MS in Finance. I then entered the Chartered Financial Analyst (CFA) program and became an active member of the Boston Security Analysts Society. At around the same time, I co-founded the Green Needham Collaborative, a community-based organization, and began to focus increasingly on sustainability in both my professional and my community roles. I developed a model that articulates four pillars for successful action on sustainability - technology, finance, policy and behavior change. The work of the Sustainable Endowments Institute is an opportunity to put that model into action. *What are you hoping to gain from serving as Managing Director of the Institute? :*Make a tangible impact on advancing the sustainability of an important segment of society and the economy :*Gain professional experience toward earning the CFA charter through work with university endowments :*Work in a team environment - my work to date in this area has been on my own, but it will be far more effective in an organization focused on the problem and as part of a team. === Closing === Universities have the potential to be one of the key drivers of a more sustainable society and economy. The work of the Sustainable Endowments Institute and the Green Report Card addresses increasing sustainability in two of the key roles played by universities - as communities where people live & work and as investors. Working on this project is a clear opportunity to have an impact on creating a more sustainable economy and society. === Other stuff === One paragraph outlining: *career focus - sustainability, finance *career trajectory - university experience, etc. *why this position fits (One sentence compelling statement why....) - fits perfectly into career arc/commitment to finance & sustainability and leverages experience (universities, relationship management, etc.) == BSAS Executive Director == === Letter === To President Dan Fuss and Members of the Search Committee, I would like to be considered for the position of Executive Director of the Boston Security Analysts Society. I would like to serve the BSAS as Executive Director because I believe I can help create and execute a compelling vision for the future of the organization while continuing the core work of supporting the members as working professionals. Reviewing the position summary in light of my professional experience and my experience as a BSAS member, I extracted the following keys to success for the next Executive Director: *Passion for and commitment to the profession and the mission of the BSAS *Experience managing a not-for-profit organization – finances, operations, people *Marketing, sales and business development experience *Relationship building and relationship management (board, staff & external constituencies) === Working area for major sections === ==== Passion & Commitment to the profession and the mission of the BSAS ==== I made a commitment to a future in finance by earning a mid-career Masters Degree in Finance at Boston College. The focus on analysis, the breadth and rigor of the program, the commitment to professional ethics and the clear commitment to a profession rather than a simple certification drew me to the CFA program. Because I was entering a new profession, joining the BSAS was a natural step. I immediately began taking advantage of the professional development activities. Having had a lot of exposure to professional organizations during my career in technology, I was impressed by the quality, value and impact of the BSAS offerings and its members. I chose to get more deeply involved and joined the SRI subcommittee. My interests are very broad, however, so I participate in offerings from all the program areas. Taken together, the focus and the breadth reveal an immense potential in the organization. The experience of working in small business units in a large, matrixed organization at IBM provides guidance for the interactions between the BSAS and the CFA Institute. The Board's openness to considering a member for this position offers great advantages to the organization and is personally very attractive because of the fit with my interests and experience. The combination of having worked in other segments of the Boston-area business, public sector and education community and now being part of the BSAS would enable me to: :*be an active and influential presence in the external community :*Be an additional credible public advocate for the society and the profession :*remove a level of complexity in working with the board through a shared professional outlook :*interact more easily with members to increase their engagement with the organization As someone who joined with BSAS in the last several years to help establish himself, this would be an opportunity to make a meaningful contribution to the profession at a time when the traditional routes are less available and the industry is changing. I can also bring valuable experience from outside the profession in a time of change. Because I have been through seismic shifts in another industry - technology in the 90's - I recognize that we cannot simply go back to business as usual. We must look to create new opportunities. As an example based on my interaction with BSAS career development activities, we might undertake to expand the opportunities for our members and our profession by reaching out to other industries to demonstrate to other industries the value of seeking out CFA charterholders for key positions in finance and strategy. That would, in turn, create greater demand and growth for the society. ==== Experience managing a not-for-profit organization – finances, operations, people ==== Active involvement with not-for-profit, volunteer and service organizations has been an integral part of my professional and personal life for over twenty years. I have created and led several not-for-profit organizations, including Citizens for Needham Schools and, most recently, the Green Needham Collaborative. Board service and board leadership positions have provided the experience needed to work effectively as an Executive Director with, board, staff and external constituencies. *'''Needham Community Television Development Corporation (1997 - Present; Treasurer 2001-07, President 2006 - Present)''': In size and structure, the NCTDC is comparable with the BSAS. It has yearly revenues of between $400,000 and $500,000, over $1 million in assets and four paid professional staff. It has a large cadre of volunteers who have varying professional interests but are important to the success and growth of the organization. The organization manages local-access cable television services for the community. :*Oversee strategic direction and development of the organization’s goals :*Work with and oversee the professional development of our Executive Director as he manages the operations and staff :*Initiated and promoted new technologies and channels to build audience and brand :*Set up financial and accounting systems, investment policy and budget planning framework :*Create yearly budget and produce financial statements *'''Needham School Committee (Member 2005 - Present, Chair 2008-09)''' - A seven-member elected board overseeing a 5,000 student system with a $45 million operating budget. :*Initiated and led first five-year strategic financial planning effort focused on long-term budget sustainability :*As chair, collaboratively set School Committee agenda with Superintendent :*As past chair, lead annual evaluation of Superintendent’s performance :*Chaired search committee responsible for hiring current superintendent :*Work with Superintendent to develop budget targets that balance system needs with political achievability :*Visible public leadership role in budget, finance and major projects *Green Needham Collaborative (2006 - Present) - Founder of community-based volunteer organization building a more sustainable community through energy projects, education and outreach :*Building business case for potential municipal wind and solar renewable energy projects :*Articulated economic value and impact of greater sustainability :*Built a strong brand image for Green Needham within the community :*Motivated residents to take actions reducing energy use (10% Energy Challenge, Solar Challenge) *Citizens for Needham Schools (2003 - 2008) :*Founding member of organization advocating for support of public schools :*Member of team articulating and executing education, communications and outreach strategy for multiple successful override votes for school operations and construction :*Co-developer of data-driven system to identify and track voters ==== Marketing, sales and business development experience ==== My professional career before making the commitment to a finance-focused path has encompassed a variety of roles in technical sales, marketing, product management, business development and relationship management. My work has always focused on leading-edge, technically complex products and services, and the core expertise I have developed is in making the translations and connections that enable people to take action and commit money. *Director of University Relations, IBM (1996 - 2000) :*Leveraged matrix of IBM organizations to build multiple strategic partnerships with universities worldwide :*Managed staff, $9 million budget and multiple programs yielding $35 million in equipment grants, faculty awards and student support :*Created ‘shared value” model of relationships to build support from both for-profit IBM business units and not-for-profit universities *Massachusetts Technology Roadmap Study and follow-on projects (Consultant to Mass Insight (2004 - 2006) :*Guided executive work groups with public & private sector participants to identify and develop strategic alliance opportunities to promote economic development :*Developed business plans, along with financial and stakeholder support for a large-scale collaborative R&D center focused on imaging biomarkers for drug development. *Research Computing Market Segment Manager, IBM (1994 - 1996) :*Identified target market and developed and executed business plans for selling high performance computing to research institutions :*Led matrixed sales and marketing operation to significant sales growth and overachievement of quota targets ==== Relationship building and relationship management ==== Building and managing relationships among disparate stakeholders has been a central element of all my professional and volunteer endeavors. The elements have been similar - develop and articulate a compelling value proposition, translate technically complex information for a variety of audiences, identify benefits for multiple stakeholders and then persuade people to take action. Examples include: *Guiding working groups from industry, academia and associations to identify high-potential Massachusetts R&D strategic alliance opportunities (Mass Insight) *Coordinating sales, research, product organizations and senior executives to establish high-profile alliances between IBM and selected universities (IBM ACIS, IBM University Relations) *Steering the development and approval of a $45 million school budget through a public and political process involving multiple boards, elected and appointed officials and a legislative body (Town Meeting) *Persuading voters to support tax overrides for both ongoing budget increases to support services and one-time capital projects, with a focus on financial responsibility and stewardship ==== Conclusion ==== I appreciate the opportunity to put together this summary for your consideration. Doing so has multiplied the initial enthusiasm your solicitation generated. I hope very much to be able to engage with you personally to explore this opportunity. A resume is attached. ==== Presentation and communications skills''' – to a variety of audiences ==== *Persuasive sales, technical and management reporting presentations were a core requirement of every position I held in 20 years at IBM. === Why me? Why now? === You will generate interest from within the society. The Search Committee and the BSAS board should, and no doubt will, ask “Why?” and “Why Now?”, because in a time of economic difficulty and industry dislocation, some may look to this opportunity simply as a temporary way station. I am far from immune to these economic currents. But because of my history, I have a different perspective. I see this as an opportunity to make a contribution to the profession I have chosen at a time when the traditional routes are more challenging partly because there are many displaced members of the profession. It is in fact because I have experience outside the profession and have been through seismic shifts in another industry (technology in the 90’s) that I recognize that, even with a recovery, we cannot simply go back to business as usual. We must also look to create new opportunities. This is something I would hope to catalyze with the board and to lead as the BSAS Executive Director. Interactions with the career development team have prompted me to ask whether we might, for example, seek to expand the opportunities for our members and our profession by demonstrating to other industries why they should seek out CFA charterholders for key positions in finance and strategy. Approaches like this represent an evolution for the profession, just as the increased visibility of topics like behavioral finance and wealth management have expanded the scope of the profession over the last several years. === Other capabilities and competencies === Note these two from the original list do not now have their own sections: *Success operating at the intersection of the for-profit and not-for-profit sectors. *Presentation and communications skills – to a variety of audiences === Previously drafted narrative === ==== Passion & Commitment ==== *Mid-career commitment to finance - MS Fin *CFA Program :*focus on analysis :*breadth & rigor :*commitment to professional ethics :*profession, not simply a certification *BSAS :*Joined BSAS :*Taken advantage of broad range of PD programs :*SRI subcommittee :*Future of the profession - new areas for CFA's I made a commitment to a future in finance by earning a mid-career Masters Degree in Finance at Boston College. The focus on analysis, the breadth and rigor of the program, the commitment to professional ethics and the clear commitment to a profession rather than a simple certification drew me to the CFA program. Because I was entering a new profession, joining the BSAS was a natural step. I immediately began taking advantage of the professional development activities. Having had a lot of exposure to professional organizations during my career in technology, I was impressed by the quality, value and impact of the BSAS offerings and its members. I chose to get more deeply involved and joined the SRI subcommittee. My interests are very broad, however, so I participate in offerings from all the program areas. Taken together, the focus and the breadth reveal an immense potential in the organization. The reach and resources of the CFA Institute offer an additional level of opportunity, though one that comes with its own challenges. The fallout from the financial crisis is also an opportunity for the BSAS, the CFA Institute and the profession. Much of my professional career, as well as my volunteer work, has involved communicating complex technical topics for different audiences, from research computing to public and private investment in R&D. Most of that work has had a component of public policy. I believe that, by necessity or choice, our profession will have a role in what happens next and . , and making the case for us to a wider audience :*An evolution for the profession, just as the increased visibility of topics like behavioral finance and wealth management have expanded the scope of the profession over the last several years. ==== Managing a non-profit ==== My involvement with the not-for-profit sector is long and extensive. Educational institutions (universities and K12), research organizations and government have been clients and the focus of much of my professional work at IBM and beyond. I have personally created and been an active participant and leader of several not-for-profit organizations, including Citizens for Needham Schools and, most recently, the Green Needham Collaborative. Most directly comparable to the BSAS is my experience with the Needham Community Television Development Corporation, the not-for-profit responsible for community cable TV in the Town of Needham. As Treasurer, I set up and ran all the financial and accounting systems as well as the investment policy and processes. I develop the budget and have been responsible for the financial statements of the organizations for over seven years. As President, I oversee the strategic direction and development of the organization and oversee its operations. I provide Board leadership, but most importantly, I work with and oversee the professional development of our Executive Director as he manages the organization. In size and structure, the NCTDC is comparable with the BSAS. It has yearly revenues of between $400,000 and $500,000, over $1 million in assets and four paid professional staff. It has a large cadre of volunteers who have varying professional interests but are important to the success and growth of the organization. The organization exists to provide a service to its volunteer members and its wider community. On a different scale, and with an even more diverse group of stakeholders, I am an elected member of the Needham School Committee. I recently served a term as Chair, and in my first year on the Committee, chaired the search committee that hired our Superintendent. '''Success operating at the intersection of the for-profit and not-for-profit sectors.''' A prospective leader of a not-for-profit membership association of financial professionals must be able to operate within both the not-for-profit and for-profit sectors. Most importantly, he or she must have the experience and perspective to communicate the value of the not-for-profit association to the for-profit sector and to…. This is the work I did when I ran IBM’s University Relations organization. I I have continued this approach in building community support for the Needham Schools and in my work with the Green Needham Collaborative building the case with residents, businesses and the municipality for the value of sustainability investments. ==== Sales, Marketing & Business Development ==== == Arrowstreet Cover == The mission and business principles outlined at your web site combine with your CFA Institute posting for a Business Development position to create a rare opportunity. Asset management firms that seek to grow without a context to shape that growth often fall into the trap of asset gathering and become indistinguishable from their competitors in a crowded marketplace. Designing a plan for growth around both a traditional (Alpha) and a more expansive ("Non-Investment Alpha") view of value and clearly tying its success to client-friendly metrics of assets under management and number of relationships is a smart business strategy. What makes the position attractive is the internal alignment that creates between a business development skill set and the skills and values embodied in the CFA charter. The mission and business principles outlined at your web site caught my attention as I was researching your posting from the CFA Institute for a Business Development position at Arrowstreet. Designing a plan for growth around both a traditional (Alpha) and a more expansive ("Non-Investment Alpha") view of value and clearly tying its success to client-friendly metrics is a very appealing business strategy for an asset management firm in a crowded market. I would like to be part of executing that strategy. What I can bring to Arrowstreet is a creative approach to marketing, sales and relationship management - built on my extensive experience with technically challenging clients and coupled with my demonstrated commitment to the investment profession. While I look forward to the opportunity for an in-person conversation to make the direct connection between your specific requirements and my capabilities, I hope it will be helpful to highlight a few themes that seemed relevant as I reviewed the position: *Much of my work has involved translating complex material into a comprehensible value proposition for different audiences. Whether selling high-end computing, strategic relationships between industry and academia, the value of technology-based economic development or even school and municipal finance to skeptical voters, I have successfully made the connections that have enabled people to take action and commit money. *Most of the relationships I have built or managed have had a significant component of value that is less readily quantifiable, so communicating those benefits is second nature. I also bring experience working at two different levels critical to your growth plan - the hands-on work with larger clients and key investment consultants and the creation of programs to effectively leverage the firm's non-investment alpha for small and medium clients. *I made a mid-career commitment to finance by earning a Masters in Finance, and a commitment to the profession through the CFA program. I have completed Level III and need only the professional experience to earn the CFA Charter. I am continuing my professional development as an active member of the Boston Security Analysts Society, and serve on the Socially Responsible Investment program subcommittee there. *Communication in all forms - building personal relationships, public speaking, presentations - has been a constant throughout my career. Because so much of my work has been done in matrixed or multi-stakeholder environments, persuasion rather than authority has been essential to success. In your posting, you asked for information on goals and salary requirements. My short term goal is to continue my professional certification in finance by accumulating the experience that is my remaining requirement for earning the CFA charter. In the longer term, I hope to further develop and deploy my interest in Environmental, Social and Governance issues in investment management. I do not have fixed salary requirements in part because I believe an experienced professional in a new environment should be flexible, but also because compensation is secondary to the nature of the work and the team I will be working with in making a decision to accept any position. I very much look forward to the opportunity to meet with you to discuss this position and the possibility of joining Arrowstreet Capital. == CERES Cover Letter - Sept. 2009 == [[Opportunities/CERES Director of Investor Programs Sep 2009|Director of Investor Programs]] - Sept. 2009 == Standish Posting == Headquartered in Boston, Standish is a leading investment management firm dedicated to serving sophisticated fixed income investors. Our investment strategies span the wide range of fixed income disciplines and are complemented by a demonstrated ability to design innovative, effective solutions to satisfy our clients' needs. Standish is currently seeking a Relationship Manager to join our Sales and Marketing team. The candidate will serve as the primary investment and relationship contact for assigned clients and will participate in investment strategy meetings with portfolio managers. The RM will provide clients, prospects, and consultants with ongoing updates about the investment philosophy, process, and performance of specific products. Feedback from all meetings will be documented and shared with the appropriate firm personnel. Some involvement may be necessary from a Senior Relationship Manager in more complex situations. The RM will work closely with the Client Service Associates and other RMs as part of the overall client service team and will report to the Director of Client Service. To be successful, the Relationship Manager must build solid internal relationships with Product Management, Business Development Officers and Portfolio Managers and be a team player with high professional standards. They must also be familiar with all major investment products and learn new investment products as they are launched into the marketplace. The incumbent may be responsible for assisting Product Management and Marketing in developing new products, as well as performing competitive analysis and positioning. Feedback to Product/Investment Management regarding changes in clients' investment strategy/new ideas will be a key component in the support of new product development. The RM may play a role in new business efforts (e.g., final presentations, consultant meetings, reviewing RFP language, etc.). The RM will assist in the take-on of new client accounts by coordinating the negotiation of IMA's with Legal/Compliance and defining client Investment Management guidelines jointly with PM's. The RM will also be responsible for identifying cross sell and new business opportunities and, where appropriate, either work with a Business Development Officer or follow the lead through to a successful conclusion. *BA/BS degree. *5 or more years of investment experience, with an in-depth knowledge of the assigned product(s). *CFA and/or an MBA. *Series 7 and Series 63 required within 90 days. *Excellent written and verbal communication skills. == MIT Cover Letter == :MIT Investment Management Company :238 Main Street, Suite 200 :E48-200 :Cambridge, MA 02142 Associate Director of Operations Dear Sirs: My portfolio of experience will look different from that of most candidates. I have a combination of skills and experience in finance, I/T systems and processes, persuasive stakeholder communication and collaborative work with technical professionals. Much of this was accomplished in the University and research environment, including an extended period of work with MIT. In the last several years, I have focused on building my Finance credentials. I earned a Master in Finance from Boston College and am currently a Level III candidate in the CFA program. Performance measurement, attribution, and appraisal and the GIPS standards are a significant element of the CFA program. The CFA Institute also sponsors the Certificate in Investment Performance Management, focused on performance evaluation and presentation and I would be very willing to pursue that certification. I am an active affiliate member of the Boston Security Analysts Society and a member of the Socially Responsible Investing Program Committee. I also have hands-on experience in accounting and financial reporting through my consulting work and work for several non-profits. I believe my breadth and flexibility of experience is an asset. My business and research background complement my finance skills to provide a stronger platform from which to evaluate new investments. In addition, in the current investment environment MIT's leadership in addressing critical national challenges in energy, climate change and healthcare will invariably raise questions of intergenerational equity among the Endowment's stakeholders. A core element of my experience has been building relationships through communicating complex topics and building stakeholder value propositions. I would welcome the opportunity to talk to you. Thank you for your consideration. Sincerely yours, Michael Greis :(781) 559-4623 :mgreis@comcast.net == Modified Value Proposition == *A breadth of business and industry experience from a twenty-year career with IBM working with R&D-focused customers; *Relationship management skills and a strong collaborative ethic developed across a range of professional and volunteer experience *Communications and presentation skills, with particular strength in conveying the relevance of technically complex material to a non-specialist audience *Business development, strategy and opportunity analysis across a range of domains *Experience navigating the interactions among business, the research sector and government in the creation of new products, markets and industries *A significant and continuing investment in finance through an MS in Finance degree, pursuit of the CFA designation and ongoing professional development *Direct and increasing involvement in energy and sustainability through research, professional and volunteer activities *A carefully considered commitment to a second career focused on energy and sustainability. == Cover Draft == Position Opening Energy Private Equity Associate I was notified of your posting for an Energy Private Equity Associate position through the CFA Institute jobline service. I am very interested in this position and would very much appreciate the opportunity to meet with you to discuss in more detail the position and my qualifications. Based on what I have read, I believe I can bring your team a range of skills and experience over and above what is outlined for the Associate position. The profile and value proposition I would like to present will likely be different from many other candidates because I am a mid-career professional making a commitment to a second career focused on energy and sustainability. The fundamental elements of the value proposition are: *A breadth of business and industry experience from a twenty-year career with IBM working with R&D-focused customers; *Relationship management, communications skills and a strong collaborative ethic developed across a range of professional and volunteer experience *Business development, strategy and opportunity analysis across a range of domains *Experience navigating the interactions among business, the research sector and government in the creation of new products, markets and industries *A significant and continuing investment in finance through an MS in Finance degree, pursuit of the CFA designation and ongoing professional development *Direct and increasing involvement in energy and sustainability through research, professional and volunteer activities *A carefully considered commitment to a second career focused on energy and sustainability. I have attached a resume, but just as I would not make an investment decision on a company from financial reports without engaging the people running it, I would not presume to assert an unequivocal fit with your open position without meeting and talking with you. Personally, I am enthusiastic about the possibility of joining a team focused on identifying and developing opportunities to invest in and actively engage with growing and evolving companies in energy. I believe that the breadth of experience and interests I bring would allow me to contribute in multiple ways and be a flexible team player in an opportunity area that is rapidly evolving. I welcome the opportunity for further discussion. Thank you for your consideration. == Material == I believe I can bring your team a range of skills and experience over and above what is outlined for the Associate position. I would like to present a value proposition encompassing the business and industry experience from a twenty-year career with IBM working with R&D-focused customers; a significant and continuing investment in finance through an MS in Finance degree and pursuit of the CFA designation; and a carefully considered commitment to a second career focused on energy and sustainability. Assessing and '''req seek one level of core analytical skill and the right attitude - i offer skills in numerous areas, the right attitude, and extensive experience''' The requirements - intellectual achievement, demonstrated capability in one of several relevant competence areas, an understanding of teamwork and a career focus - *Financial analysis is of limited value unless it is accompanied by experience in the operational demands of a business *A commitment to an industry and its environment is crucial to understanding what a financial analysis reveals *Evaluating a (the long-term potential of a) business requires engaging and assessing its people. *Similarly, I can make only a preliminary assessment of a fit with this position based on a short job description. Get them to want to meet me....? Characteristics/Strengths to incorporate? *Teamwork in business through building virtual teams and crossing functional boundaries and in very visible public settings through elected and appointed municipal service. *Executive relationship experience....communication....better able to work with potential targets during due diligence, post-acquisition interaction as well as Firm's own team. *Long-term commitment *Finance and analysis == Posting == Our client is a successful Energy Private Equity firm with a number of funds focusing on a wide range of Energy Investments, across the industry value chain. Responsibilities include identifying and interacting with growing Energy companies, assisting the Vice Presidents and the Partners in valuing Energy Investments, sourcing potential investments, conducting due diligence on potential investments, conducting Energy Market research in the Energy field. Energy Associates will partner with experienced operators and management teams to help enhance the value of post- investment. If you have performed at the top of your class academically and have a record of stellar job performance and leadership accomplishments, you may be eligible to become part of this team. Pervious M&A Energy exposure and/or Strategy Consulting experience is preferred. <u>Qualifications:</u> *3- 6 yrs of Experience in M&A/ Consulting/Private Equity/Finance - MS/MBA - Pleasant attitude - Strong desire to build a successful career in Energy Private Equity - Ability to work well in a team environment <u>NOTES:</u> Additional Salary Information: Remuneration: 95,000- 115,000 base comp. == Green Century Funds == Sept. 2008 <u>Opening</u> Green Century Funds is positioned to take advantage of the intensifying interest in climate change and sustainability from an increasingly broad cross-section of investors. The 2008 US Presidential election will mark a turning point in federal policy toward climate change. Such a significant external change presents new growth opportunities and can provide a focal point for the organization to offset the uncertainty and disruption that can naturally occur upon the departure of the Funds' long-time leader. I was drawn to the Green Century Funds leadership opportunity by the diversity of the skills and experience it demands. My professional career, personal interests and volunteer commitments have covered a breadth of disciplines. My career at IBM spanned sales, technical management, marketing, business development and relationship management across a range of customer sectors at the leading edge of technology. My long-term involvement with universities and IBM Research built connections to government and an interest in government-university-industry partnerships. Along the way, I became increasingly involved in not-for-profit organizations and in public service in my community. A strong interest in the central role of finance in all these endeavors led me to invest in a finance degree and ongoing professional development with the intent of directing my future career path toward finance and financial services. I have accompanied that with consulting work in technology-based economic development and startup businesses. Leveraging my participation in municipal government, I co-founded the Green Needham Collaborative whose mission is to build a more sustainable community through collaborative efforts on energy and the environment. These experiences have focused my search on opportunities to advance the response to the problem of climate change and the creation of a more sustainable society. Addressing those twin challenges requires action in four distinct but inter-related domains ::*Technology ::*Finance ::*Policy ::*Behavior Change Based on my own experience, I believe that individuals and organizations that can navigate all four domains will have the greatest impact. Green Century Funds' mission affords it the opportunity to affect all of those areas. I have summarized some of the requirements from your posting and paired them with brief references to my relevant experience. Some of these are detailed in my accompanying resume and I would be pleased to discuss all areas further. *Strategic planning and vision - collaboratively create a strategic vision for Green Century Funds leadership role in an investing world increasingly attuned to environmental, social and governance goals :*Director of University Relations, IBM :*Green Needham Collaborative :*Research Computing Segment, IBM Higher Education *Marketing - Developing strategies for new markets, creating value propositions encompassing financial, social and ethical components, creative approaches to customer segmentation and distribution channels :*Consulting Market Support Representative, IBM :*Research Computing Segment, IBM :*Director of University Relations, IBM :*Green Needham Collaborative *Communications and advocacy - Embrace and communicate the compelling case for creating business and social value through incorporation of environmental, social and governance priorities into investments :*20 years of sales, technical and strategy presentations at all organizational levels and in multiple industries :*Public presentations in support of school budgets, tax overrides and strategic initiatives :*Citizens for Needham Schools - Successfully advocating for community investment in education in unfriendly economic and tax climate (4 of 6 successful overrides in a 6-year period) :*Massachusetts Technology Roadmap & Strategic Alliance Study :*Green Needham Collaborative - promote community action to advance sustainability *Management - Flexible management style with sensitivity to both mission and business focus; thrives in a collaborative team environment and comfortable reporting to multiple stakeholders :*Research Segment Leader, IBM - virtual team across multiple organizations :*Director of University Relations, IBM - strategic relationships with universities :*IBM Management positions - managing high-performing technical professionals :*Needham School Committee - Strategy and oversight of $40 million, 5,000 student school system, collaborative working relationship with Superintendent and leadership team :*Needham Community Television - Strategic reorganization of community non-profit Personally, I am enthusiastic about the possibility of joining a team committed to driving change through responsible investing and shareholder advocacy. It would clearly provide me the chance to creatively exercise my wide range of skills and interests, yet also grow with a field that is emerging as one of the most compelling career and investment opportunities for the foreseeable future. I welcome the opportunity for further discussion. Thank you for your consideration. 8efs9lgjpydy0nb0mvvr6t5cswjpt89 1223 1222 2024-05-24T04:57:41Z Michael 1 1 revision imported 1222 wikitext text/x-wiki == NEEP == Position Objective and key ideas *Accelerate Energy Efficiency in the Building Sector in the Northeast and Atlantic regions *NEEP is the leading facilitator of regional market transformation Keywords/ideas: *Strategy *Planning *Managing up and down *Culture *Collaboration == Sovereign Cover Letter V2 == Dear Sir/Madam: I would like to put my portfolio of experience to work advancing Sovereign Bank's institutional relationships with universities. This is a unique position demanding specialized skills. I can bring to Sovereign the experience of having led institutional university relations for IBM and having extensive experience building multi-faceted partnerships with universities. Because my work and career since then have focused on finance and sustainability, I can effectively incorporate Sovereign's business offerings and its commitment to university interactions as a pillar of its corporate sustainability strategy into building productive institutional relationships. My experience with universities includes: *Pioneering a "shared value" model for corporate-university relationships that acknowledged the importance of advancing institutional goals on both sides of the relationship *Leading and supporting teams that built strategic, institutional relationships with multiple universities worldwide *Negotiation, implementation, and review of collaboration agreements with universities *Developing programs and overseeing $35 million in grants, faculty awards and student research. *Guiding cross-sector executive work groups including corporate and university leaders to pursue strategic alliance opportunities for economic development in Massachusetts My work in finance and sustainability includes: *Earning an MS in Finance and successfully completing the three levels of the CFA Exam *Active engagement with the Boston Security Analysts Society, including serving as Chair of the Socially Responsible Investment Committee and developing programs on ESG Investing *Building business cases for incorporating renewable energy into municipal projects and planning *Presenting the economic and financial arguments for sustainability at the municipal, state and federal level *Founding and leading a community-based organization building a more sustainable community by engaging residents, organizations, businesses, local government, public schools and local colleges Creating and maintaining effective institutional relationships between a multinational business and universities requires a deep understanding of how universities work, the ability to confidently advance a range of corporate objectives, experience matching very different institutional cultures and a passion for the mission. I would like to bring those skills and commitment to Sovereign’s work with universities. Thank you for your consideration. === Sovereign V1 === I would very much like to put my portfolio of experience to work advancing Sovereign Bank's institutional relationships with universities. This is a unique position demanding specialized skills. I can bring to Sovereign the experience of having led the institutional university relations for IBM and having extensive experience building multi-faceted partnerships with universities. Because my work and career since then have focused on finance and sustainability, I can effectively incorporate Sovereign's business offerings and its commitment to university interactions as a pillar of its corporate sustainability strategy into building productive institutional relationships. '''KEYWORDS that you MUST use -''' Institutional Relations. Negotiation,implementation, and review of collaboration agreements with universities special global projects - internship programs, MIT, Harvard Management of the overall institutional relationship with universities Coordination and control of sponsorship payments to Universities Coordination with the Universities of special events, corporate visits, top level meetings. == MSCI == I would like to put my portfolio of experience to work growing the institutional use of ESG Research products to make investment decisions. I can bring to MSCI a track record of success in solution sales and relationship development including extensive experience with the university marketplace. By leveraging those core sales capabilities with the finance and sustainability expertise and connections I have built over the last several years, I can successfully reach into the expanding ESG marketplace. My solutions sales skills were built during twenty years of technical sales, marketing and management experience at IBM. I have completed all three levels of the CFA exam am an active member of the Boston Security Analysts Society. I serve as chair of the Socially Responsible Investment program committee where my focus has been to attract greater interest for SRI/ESG topics from the mainstream investment community. I developed and moderated a successful December program on the SEC Climate Change Disclosure Guidelines. Over the past several years, my sustainability project and consulting work has included founding and leading a community-based organization (driving sustainability), building the case for municipal renewable energy projects, articulating the economic and financial arguments for sustainability at the municipal, state and federal level... , federal and state policy, emerging technologies, analysis, driving behavior change and stakeholder advocacy. My interest/commitment to the connection between finance and sustainability makes this an ideal opportunity for me, and one to which I wish to make a long-term commitment. == Zipcar Investor Relations == Did not apply - mid 2010 I would like to join the Zipcar team as Director of Investor Relations. Zipcar is a sustainability-focused company with a disruptive business model that will continue to evolve with the market it is creating. Beyond core skills in finance and communications, its Director of Investor Relations should brings a passion for sustainability, a diverse skill set and a demonstrated ability to adapt and grow. Zipcar, with a disruptive and transformative business model based on sustainability, should have a Director of Investor Relations with a similar profile. *passion for sustainability *analytical understanding of financial analysis and reporting *ability to articulate the financial value and opportunity of sustainable business models passion for sustainability and a broad skill set encompassing multiple areas of finance, communications and messaging, sales and marketing, relationship management and technology. == Sustainable Endowments Institute == February, 2010 *[[Media:Greis Sustainable Endowments Managing Director.doc|Finalized cover letter]] as sent I received your posting for the new position of Managing Director at the Sustainable Endowments Institute through the Boston Area Sustainable Investment Consortium listserv. I am enthusiastic because this position centers on work I want to do - advance sustainability with a strong focus on the role of finance - and does it in the university environment that has been the focus of much of my career. I would very much like to add my professional and personal experience, which I believe covers the range of responsibilities and qualifications you have outlined, to the team you have brought together at the Sustainable Endowments Institute. I have taken the opportunity to provide information about my relevant experience and interest in the form of answers to the questions you provided in your posting. I very much hope this can be a starting point for a follow-up discussion in more depth and in person about this opportunity. === Questions === What set of skills and/or experiences do you have to offer that will be particularly beneficial in pursuing the mission of the Institute? *'''Working effectively in the university environment''' - I have worked with universities throughout my career. Much of my work at IBM was focused on universities, where I gained a thorough understanding of how universities work and how to build effective partnerships. Early in my career, I worked on and managed technical sales teams, and later created and ran a world-wide market segment for research computing. Those experiences lead to the opportunity to create and run IBM's worldwide University Relations program. There I leveraged a matrix of IBM organizations and resources to develop strategic relationships with leading universities. Since then, I have continued my interactions with universities: :*At Northeastern, where I worked on generating corporate support and collarations :*Working on the Massachusetts Technology Roadmap project :*Current involvement in sustainability projects with Olin College and the collaborations between Olin and the Needham community *'''Relationship Management''' - Building and managing relationships among disparate stakeholders has been a central element of all my professional and volunteer endeavors. The elements have been similar - develop and articulate a compelling value proposition, translate technically complex information for a variety of audiences, identify benefits for multiple stakeholders and then persuade people to take action. Examples include: :*Guiding working groups from industry, academia and associations to identify high-potential Massachusetts R&D strategic alliance opportunities (Mass Insight) :*Coordinating sales, research, product organizations and senior executives to establish high-profile alliances between IBM and selected universities worldwide (IBM ACIS, IBM University Relations) :*Steering the development and approval of a $45 million school budget through a public and political process involving multiple boards, elected and appointed officials and a legislative body (Town Meeting) :*Persuading voters to support tax overrides for both ongoing budget increases to support services and one-time capital projects, with a focus on financial responsibility and stewardship (Needham School Committee, Citizens for Needham Schools) *'''Presentations, communications and public speaking''' - Making effective presentations was one of the first skills I mastered when I began my professional life at IBM and it has served me well since. All my professional and personal endeavors have involved presenting to, and engaging with, audiences of various sizes. It is something I thoroughly enjoy doing. :*Many of my sales and technical presentations at IBM were to university audiences :*My current work with Green Needham is completely focused on promoting sustainability and includes regular presentations and meetings :*As a member of the Needham School Committee for the last five years, I participate in or present at multiple meetings each month :*As Chair of the School Committee last year, I ran all public meetings for the Committee, including our twice-monthly School Committee meetings which are televised live, as well as spoke on behalf of the Committee at public events *'''Managing a staff of technical professionals''' - at IBM, I managed high-level technical and research professionals. Managing staff who are more senior and more technically skilled than you can be daunting. I succeeded because I used my interest in and understanding of their work to support them rather than to direct them. *'''Finance and investment management''' - I earned an MS in Finance and undertook the CFA program to make finance an integral part of my career path going forward. I have successfully completed Level III of the CFA program and now need only additional professional experience to earn the CFA charter. I am a finance liaison for the School Committee. In my role as Treasurer and now President of a non-profit organization (The Needham Channel), I have direct experience in not-for-profit finance and investment management and process. *'''Strategic Planning, innovative outreach and creative marketing''' - Typically, marketing or outreach are event-driven activities, but I approach them as opportunities to create ongoing self-sustaining solutions. For example: :*Rather than create Proposition 2 1/2 override committees from scratch, we created Citizens for Needham Schools as an ongoing entity to educate the community and to serve as a repository of experience and knowledge gained. :*Approached by others interested in climate change in the community, I steered the group toward founding an continuing organization focused on projects and action rather than a one-time advocacy event. The Green Needham Collaborative is now the recognized face of sustainability in Needham. *'''Working in a collaborative environment''' - Even though I worked for many years in a large company, most of my work was done in smaller organizations and in a heavily matrixed environment, where success came through collaboration and relationships, not reporting structures. This experience, originally gained at IBM, has been valuable in my consulting projects and in my role in Town Meeting and on the Needham School Committee. What experiences—work-related or otherwise—have you had on the topic of campus and/or endowment sustainability? Because of my long involvement with universities, I have been following the work being done by some of the leaders through contacts, particularly at Yale and MIT. I have been directly engaged at Olin College in building collaborations with our community and school-based sustainability work and serve on Olin's Sustainability Steering Committee. A new project I have been developing is targeted at university endowments and foundations. There is powerful evidence - the greenhouse gas cost abatement curve in the recently updated McKinsey report being just one example - that energy efficiency projects are not just the least expensive mitigation projects, they are positive ROI projects that are good investments. Building retrofits, for example, could be positioned as good investments for endowments. Such projects have a demonstrable cash flow and are effectively securitized by the cost savings generated. Connecting endowments to local or regional projects would offer a diversifying asset for endowments that has a well-defined and potentially lower risk profile. The challenge lies in assembling projects and connecting the projects with the potential funders. *What experiences—work-related or otherwise—have you had with project management? At IBM, I managed a range of projects, including product rollouts to customer segments, implementation of technical computing systems, sales & marketing programs, education programs and creation of strategic alliances. For the Massachusetts Technology Roadmap consulting project, I ran several workgroups of industry and academic professionals developing proposals for public-private partnerships. My community sustainability work through the Green Needham Collaborative is done through individual projects. *What experiences—work-related or otherwise—have you had with fundraising or grant writing? While I do not consider myself a professional fund raiser or grant writer, these are important tools I have used throughout my career and in my volunteer work. My strengths in fundraising are in messaging, building relationships, communicating complex topics and making persuasive presentations; in grant writing, it is messaging as well as collaborative development and editing. :*At IBM, I worked with faculty and university departments seeking funding for high performance computing equipment. :*At Northeastern, I worked with faculty seeking corporate support. :*Although my primary role on the Massachusetts Technology Roadmap project was in project execution, I also worked on generating the required support from sponsors and participants. :*I have worked on multiple community-based fund-raising campaigns. And, although this is a different form of fund raising, I have chaired or worked in a leadership role on seven successful Proposition 2 1/2 override campaigns in Needham. *Why are you interested in working for the Sustainable Endowments Institute? Several years ago, I made a professional commitment to finance by earning an MS in Finance. I then entered the Chartered Financial Analyst (CFA) program and became an active member of the Boston Security Analysts Society. At around the same time, I co-founded the Green Needham Collaborative, a community-based organization, and began to focus increasingly on sustainability in both my professional and my community roles. I developed a model that articulates four pillars for successful action on sustainability - technology, finance, policy and behavior change. The work of the Sustainable Endowments Institute is an opportunity to put that model into action. *What are you hoping to gain from serving as Managing Director of the Institute? :*Make a tangible impact on advancing the sustainability of an important segment of society and the economy :*Gain professional experience toward earning the CFA charter through work with university endowments :*Work in a team environment - my work to date in this area has been on my own, but it will be far more effective in an organization focused on the problem and as part of a team. === Closing === Universities have the potential to be one of the key drivers of a more sustainable society and economy. The work of the Sustainable Endowments Institute and the Green Report Card addresses increasing sustainability in two of the key roles played by universities - as communities where people live & work and as investors. Working on this project is a clear opportunity to have an impact on creating a more sustainable economy and society. === Other stuff === One paragraph outlining: *career focus - sustainability, finance *career trajectory - university experience, etc. *why this position fits (One sentence compelling statement why....) - fits perfectly into career arc/commitment to finance & sustainability and leverages experience (universities, relationship management, etc.) == BSAS Executive Director == === Letter === To President Dan Fuss and Members of the Search Committee, I would like to be considered for the position of Executive Director of the Boston Security Analysts Society. I would like to serve the BSAS as Executive Director because I believe I can help create and execute a compelling vision for the future of the organization while continuing the core work of supporting the members as working professionals. Reviewing the position summary in light of my professional experience and my experience as a BSAS member, I extracted the following keys to success for the next Executive Director: *Passion for and commitment to the profession and the mission of the BSAS *Experience managing a not-for-profit organization – finances, operations, people *Marketing, sales and business development experience *Relationship building and relationship management (board, staff & external constituencies) === Working area for major sections === ==== Passion & Commitment to the profession and the mission of the BSAS ==== I made a commitment to a future in finance by earning a mid-career Masters Degree in Finance at Boston College. The focus on analysis, the breadth and rigor of the program, the commitment to professional ethics and the clear commitment to a profession rather than a simple certification drew me to the CFA program. Because I was entering a new profession, joining the BSAS was a natural step. I immediately began taking advantage of the professional development activities. Having had a lot of exposure to professional organizations during my career in technology, I was impressed by the quality, value and impact of the BSAS offerings and its members. I chose to get more deeply involved and joined the SRI subcommittee. My interests are very broad, however, so I participate in offerings from all the program areas. Taken together, the focus and the breadth reveal an immense potential in the organization. The experience of working in small business units in a large, matrixed organization at IBM provides guidance for the interactions between the BSAS and the CFA Institute. The Board's openness to considering a member for this position offers great advantages to the organization and is personally very attractive because of the fit with my interests and experience. The combination of having worked in other segments of the Boston-area business, public sector and education community and now being part of the BSAS would enable me to: :*be an active and influential presence in the external community :*Be an additional credible public advocate for the society and the profession :*remove a level of complexity in working with the board through a shared professional outlook :*interact more easily with members to increase their engagement with the organization As someone who joined with BSAS in the last several years to help establish himself, this would be an opportunity to make a meaningful contribution to the profession at a time when the traditional routes are less available and the industry is changing. I can also bring valuable experience from outside the profession in a time of change. Because I have been through seismic shifts in another industry - technology in the 90's - I recognize that we cannot simply go back to business as usual. We must look to create new opportunities. As an example based on my interaction with BSAS career development activities, we might undertake to expand the opportunities for our members and our profession by reaching out to other industries to demonstrate to other industries the value of seeking out CFA charterholders for key positions in finance and strategy. That would, in turn, create greater demand and growth for the society. ==== Experience managing a not-for-profit organization – finances, operations, people ==== Active involvement with not-for-profit, volunteer and service organizations has been an integral part of my professional and personal life for over twenty years. I have created and led several not-for-profit organizations, including Citizens for Needham Schools and, most recently, the Green Needham Collaborative. Board service and board leadership positions have provided the experience needed to work effectively as an Executive Director with, board, staff and external constituencies. *'''Needham Community Television Development Corporation (1997 - Present; Treasurer 2001-07, President 2006 - Present)''': In size and structure, the NCTDC is comparable with the BSAS. It has yearly revenues of between $400,000 and $500,000, over $1 million in assets and four paid professional staff. It has a large cadre of volunteers who have varying professional interests but are important to the success and growth of the organization. The organization manages local-access cable television services for the community. :*Oversee strategic direction and development of the organization’s goals :*Work with and oversee the professional development of our Executive Director as he manages the operations and staff :*Initiated and promoted new technologies and channels to build audience and brand :*Set up financial and accounting systems, investment policy and budget planning framework :*Create yearly budget and produce financial statements *'''Needham School Committee (Member 2005 - Present, Chair 2008-09)''' - A seven-member elected board overseeing a 5,000 student system with a $45 million operating budget. :*Initiated and led first five-year strategic financial planning effort focused on long-term budget sustainability :*As chair, collaboratively set School Committee agenda with Superintendent :*As past chair, lead annual evaluation of Superintendent’s performance :*Chaired search committee responsible for hiring current superintendent :*Work with Superintendent to develop budget targets that balance system needs with political achievability :*Visible public leadership role in budget, finance and major projects *Green Needham Collaborative (2006 - Present) - Founder of community-based volunteer organization building a more sustainable community through energy projects, education and outreach :*Building business case for potential municipal wind and solar renewable energy projects :*Articulated economic value and impact of greater sustainability :*Built a strong brand image for Green Needham within the community :*Motivated residents to take actions reducing energy use (10% Energy Challenge, Solar Challenge) *Citizens for Needham Schools (2003 - 2008) :*Founding member of organization advocating for support of public schools :*Member of team articulating and executing education, communications and outreach strategy for multiple successful override votes for school operations and construction :*Co-developer of data-driven system to identify and track voters ==== Marketing, sales and business development experience ==== My professional career before making the commitment to a finance-focused path has encompassed a variety of roles in technical sales, marketing, product management, business development and relationship management. My work has always focused on leading-edge, technically complex products and services, and the core expertise I have developed is in making the translations and connections that enable people to take action and commit money. *Director of University Relations, IBM (1996 - 2000) :*Leveraged matrix of IBM organizations to build multiple strategic partnerships with universities worldwide :*Managed staff, $9 million budget and multiple programs yielding $35 million in equipment grants, faculty awards and student support :*Created ‘shared value” model of relationships to build support from both for-profit IBM business units and not-for-profit universities *Massachusetts Technology Roadmap Study and follow-on projects (Consultant to Mass Insight (2004 - 2006) :*Guided executive work groups with public & private sector participants to identify and develop strategic alliance opportunities to promote economic development :*Developed business plans, along with financial and stakeholder support for a large-scale collaborative R&D center focused on imaging biomarkers for drug development. *Research Computing Market Segment Manager, IBM (1994 - 1996) :*Identified target market and developed and executed business plans for selling high performance computing to research institutions :*Led matrixed sales and marketing operation to significant sales growth and overachievement of quota targets ==== Relationship building and relationship management ==== Building and managing relationships among disparate stakeholders has been a central element of all my professional and volunteer endeavors. The elements have been similar - develop and articulate a compelling value proposition, translate technically complex information for a variety of audiences, identify benefits for multiple stakeholders and then persuade people to take action. Examples include: *Guiding working groups from industry, academia and associations to identify high-potential Massachusetts R&D strategic alliance opportunities (Mass Insight) *Coordinating sales, research, product organizations and senior executives to establish high-profile alliances between IBM and selected universities (IBM ACIS, IBM University Relations) *Steering the development and approval of a $45 million school budget through a public and political process involving multiple boards, elected and appointed officials and a legislative body (Town Meeting) *Persuading voters to support tax overrides for both ongoing budget increases to support services and one-time capital projects, with a focus on financial responsibility and stewardship ==== Conclusion ==== I appreciate the opportunity to put together this summary for your consideration. Doing so has multiplied the initial enthusiasm your solicitation generated. I hope very much to be able to engage with you personally to explore this opportunity. A resume is attached. ==== Presentation and communications skills''' – to a variety of audiences ==== *Persuasive sales, technical and management reporting presentations were a core requirement of every position I held in 20 years at IBM. === Why me? Why now? === You will generate interest from within the society. The Search Committee and the BSAS board should, and no doubt will, ask “Why?” and “Why Now?”, because in a time of economic difficulty and industry dislocation, some may look to this opportunity simply as a temporary way station. I am far from immune to these economic currents. But because of my history, I have a different perspective. I see this as an opportunity to make a contribution to the profession I have chosen at a time when the traditional routes are more challenging partly because there are many displaced members of the profession. It is in fact because I have experience outside the profession and have been through seismic shifts in another industry (technology in the 90’s) that I recognize that, even with a recovery, we cannot simply go back to business as usual. We must also look to create new opportunities. This is something I would hope to catalyze with the board and to lead as the BSAS Executive Director. Interactions with the career development team have prompted me to ask whether we might, for example, seek to expand the opportunities for our members and our profession by demonstrating to other industries why they should seek out CFA charterholders for key positions in finance and strategy. Approaches like this represent an evolution for the profession, just as the increased visibility of topics like behavioral finance and wealth management have expanded the scope of the profession over the last several years. === Other capabilities and competencies === Note these two from the original list do not now have their own sections: *Success operating at the intersection of the for-profit and not-for-profit sectors. *Presentation and communications skills – to a variety of audiences === Previously drafted narrative === ==== Passion & Commitment ==== *Mid-career commitment to finance - MS Fin *CFA Program :*focus on analysis :*breadth & rigor :*commitment to professional ethics :*profession, not simply a certification *BSAS :*Joined BSAS :*Taken advantage of broad range of PD programs :*SRI subcommittee :*Future of the profession - new areas for CFA's I made a commitment to a future in finance by earning a mid-career Masters Degree in Finance at Boston College. The focus on analysis, the breadth and rigor of the program, the commitment to professional ethics and the clear commitment to a profession rather than a simple certification drew me to the CFA program. Because I was entering a new profession, joining the BSAS was a natural step. I immediately began taking advantage of the professional development activities. Having had a lot of exposure to professional organizations during my career in technology, I was impressed by the quality, value and impact of the BSAS offerings and its members. I chose to get more deeply involved and joined the SRI subcommittee. My interests are very broad, however, so I participate in offerings from all the program areas. Taken together, the focus and the breadth reveal an immense potential in the organization. The reach and resources of the CFA Institute offer an additional level of opportunity, though one that comes with its own challenges. The fallout from the financial crisis is also an opportunity for the BSAS, the CFA Institute and the profession. Much of my professional career, as well as my volunteer work, has involved communicating complex technical topics for different audiences, from research computing to public and private investment in R&D. Most of that work has had a component of public policy. I believe that, by necessity or choice, our profession will have a role in what happens next and . , and making the case for us to a wider audience :*An evolution for the profession, just as the increased visibility of topics like behavioral finance and wealth management have expanded the scope of the profession over the last several years. ==== Managing a non-profit ==== My involvement with the not-for-profit sector is long and extensive. Educational institutions (universities and K12), research organizations and government have been clients and the focus of much of my professional work at IBM and beyond. I have personally created and been an active participant and leader of several not-for-profit organizations, including Citizens for Needham Schools and, most recently, the Green Needham Collaborative. Most directly comparable to the BSAS is my experience with the Needham Community Television Development Corporation, the not-for-profit responsible for community cable TV in the Town of Needham. As Treasurer, I set up and ran all the financial and accounting systems as well as the investment policy and processes. I develop the budget and have been responsible for the financial statements of the organizations for over seven years. As President, I oversee the strategic direction and development of the organization and oversee its operations. I provide Board leadership, but most importantly, I work with and oversee the professional development of our Executive Director as he manages the organization. In size and structure, the NCTDC is comparable with the BSAS. It has yearly revenues of between $400,000 and $500,000, over $1 million in assets and four paid professional staff. It has a large cadre of volunteers who have varying professional interests but are important to the success and growth of the organization. The organization exists to provide a service to its volunteer members and its wider community. On a different scale, and with an even more diverse group of stakeholders, I am an elected member of the Needham School Committee. I recently served a term as Chair, and in my first year on the Committee, chaired the search committee that hired our Superintendent. '''Success operating at the intersection of the for-profit and not-for-profit sectors.''' A prospective leader of a not-for-profit membership association of financial professionals must be able to operate within both the not-for-profit and for-profit sectors. Most importantly, he or she must have the experience and perspective to communicate the value of the not-for-profit association to the for-profit sector and to…. This is the work I did when I ran IBM’s University Relations organization. I I have continued this approach in building community support for the Needham Schools and in my work with the Green Needham Collaborative building the case with residents, businesses and the municipality for the value of sustainability investments. ==== Sales, Marketing & Business Development ==== == Arrowstreet Cover == The mission and business principles outlined at your web site combine with your CFA Institute posting for a Business Development position to create a rare opportunity. Asset management firms that seek to grow without a context to shape that growth often fall into the trap of asset gathering and become indistinguishable from their competitors in a crowded marketplace. Designing a plan for growth around both a traditional (Alpha) and a more expansive ("Non-Investment Alpha") view of value and clearly tying its success to client-friendly metrics of assets under management and number of relationships is a smart business strategy. What makes the position attractive is the internal alignment that creates between a business development skill set and the skills and values embodied in the CFA charter. The mission and business principles outlined at your web site caught my attention as I was researching your posting from the CFA Institute for a Business Development position at Arrowstreet. Designing a plan for growth around both a traditional (Alpha) and a more expansive ("Non-Investment Alpha") view of value and clearly tying its success to client-friendly metrics is a very appealing business strategy for an asset management firm in a crowded market. I would like to be part of executing that strategy. What I can bring to Arrowstreet is a creative approach to marketing, sales and relationship management - built on my extensive experience with technically challenging clients and coupled with my demonstrated commitment to the investment profession. While I look forward to the opportunity for an in-person conversation to make the direct connection between your specific requirements and my capabilities, I hope it will be helpful to highlight a few themes that seemed relevant as I reviewed the position: *Much of my work has involved translating complex material into a comprehensible value proposition for different audiences. Whether selling high-end computing, strategic relationships between industry and academia, the value of technology-based economic development or even school and municipal finance to skeptical voters, I have successfully made the connections that have enabled people to take action and commit money. *Most of the relationships I have built or managed have had a significant component of value that is less readily quantifiable, so communicating those benefits is second nature. I also bring experience working at two different levels critical to your growth plan - the hands-on work with larger clients and key investment consultants and the creation of programs to effectively leverage the firm's non-investment alpha for small and medium clients. *I made a mid-career commitment to finance by earning a Masters in Finance, and a commitment to the profession through the CFA program. I have completed Level III and need only the professional experience to earn the CFA Charter. I am continuing my professional development as an active member of the Boston Security Analysts Society, and serve on the Socially Responsible Investment program subcommittee there. *Communication in all forms - building personal relationships, public speaking, presentations - has been a constant throughout my career. Because so much of my work has been done in matrixed or multi-stakeholder environments, persuasion rather than authority has been essential to success. In your posting, you asked for information on goals and salary requirements. My short term goal is to continue my professional certification in finance by accumulating the experience that is my remaining requirement for earning the CFA charter. In the longer term, I hope to further develop and deploy my interest in Environmental, Social and Governance issues in investment management. I do not have fixed salary requirements in part because I believe an experienced professional in a new environment should be flexible, but also because compensation is secondary to the nature of the work and the team I will be working with in making a decision to accept any position. I very much look forward to the opportunity to meet with you to discuss this position and the possibility of joining Arrowstreet Capital. == CERES Cover Letter - Sept. 2009 == [[Opportunities/CERES Director of Investor Programs Sep 2009|Director of Investor Programs]] - Sept. 2009 == Standish Posting == Headquartered in Boston, Standish is a leading investment management firm dedicated to serving sophisticated fixed income investors. Our investment strategies span the wide range of fixed income disciplines and are complemented by a demonstrated ability to design innovative, effective solutions to satisfy our clients' needs. Standish is currently seeking a Relationship Manager to join our Sales and Marketing team. The candidate will serve as the primary investment and relationship contact for assigned clients and will participate in investment strategy meetings with portfolio managers. The RM will provide clients, prospects, and consultants with ongoing updates about the investment philosophy, process, and performance of specific products. Feedback from all meetings will be documented and shared with the appropriate firm personnel. Some involvement may be necessary from a Senior Relationship Manager in more complex situations. The RM will work closely with the Client Service Associates and other RMs as part of the overall client service team and will report to the Director of Client Service. To be successful, the Relationship Manager must build solid internal relationships with Product Management, Business Development Officers and Portfolio Managers and be a team player with high professional standards. They must also be familiar with all major investment products and learn new investment products as they are launched into the marketplace. The incumbent may be responsible for assisting Product Management and Marketing in developing new products, as well as performing competitive analysis and positioning. Feedback to Product/Investment Management regarding changes in clients' investment strategy/new ideas will be a key component in the support of new product development. The RM may play a role in new business efforts (e.g., final presentations, consultant meetings, reviewing RFP language, etc.). The RM will assist in the take-on of new client accounts by coordinating the negotiation of IMA's with Legal/Compliance and defining client Investment Management guidelines jointly with PM's. The RM will also be responsible for identifying cross sell and new business opportunities and, where appropriate, either work with a Business Development Officer or follow the lead through to a successful conclusion. *BA/BS degree. *5 or more years of investment experience, with an in-depth knowledge of the assigned product(s). *CFA and/or an MBA. *Series 7 and Series 63 required within 90 days. *Excellent written and verbal communication skills. == MIT Cover Letter == :MIT Investment Management Company :238 Main Street, Suite 200 :E48-200 :Cambridge, MA 02142 Associate Director of Operations Dear Sirs: My portfolio of experience will look different from that of most candidates. I have a combination of skills and experience in finance, I/T systems and processes, persuasive stakeholder communication and collaborative work with technical professionals. Much of this was accomplished in the University and research environment, including an extended period of work with MIT. In the last several years, I have focused on building my Finance credentials. I earned a Master in Finance from Boston College and am currently a Level III candidate in the CFA program. Performance measurement, attribution, and appraisal and the GIPS standards are a significant element of the CFA program. The CFA Institute also sponsors the Certificate in Investment Performance Management, focused on performance evaluation and presentation and I would be very willing to pursue that certification. I am an active affiliate member of the Boston Security Analysts Society and a member of the Socially Responsible Investing Program Committee. I also have hands-on experience in accounting and financial reporting through my consulting work and work for several non-profits. I believe my breadth and flexibility of experience is an asset. My business and research background complement my finance skills to provide a stronger platform from which to evaluate new investments. In addition, in the current investment environment MIT's leadership in addressing critical national challenges in energy, climate change and healthcare will invariably raise questions of intergenerational equity among the Endowment's stakeholders. A core element of my experience has been building relationships through communicating complex topics and building stakeholder value propositions. I would welcome the opportunity to talk to you. Thank you for your consideration. Sincerely yours, Michael Greis :(781) 559-4623 :mgreis@comcast.net == Modified Value Proposition == *A breadth of business and industry experience from a twenty-year career with IBM working with R&D-focused customers; *Relationship management skills and a strong collaborative ethic developed across a range of professional and volunteer experience *Communications and presentation skills, with particular strength in conveying the relevance of technically complex material to a non-specialist audience *Business development, strategy and opportunity analysis across a range of domains *Experience navigating the interactions among business, the research sector and government in the creation of new products, markets and industries *A significant and continuing investment in finance through an MS in Finance degree, pursuit of the CFA designation and ongoing professional development *Direct and increasing involvement in energy and sustainability through research, professional and volunteer activities *A carefully considered commitment to a second career focused on energy and sustainability. == Cover Draft == Position Opening Energy Private Equity Associate I was notified of your posting for an Energy Private Equity Associate position through the CFA Institute jobline service. I am very interested in this position and would very much appreciate the opportunity to meet with you to discuss in more detail the position and my qualifications. Based on what I have read, I believe I can bring your team a range of skills and experience over and above what is outlined for the Associate position. The profile and value proposition I would like to present will likely be different from many other candidates because I am a mid-career professional making a commitment to a second career focused on energy and sustainability. The fundamental elements of the value proposition are: *A breadth of business and industry experience from a twenty-year career with IBM working with R&D-focused customers; *Relationship management, communications skills and a strong collaborative ethic developed across a range of professional and volunteer experience *Business development, strategy and opportunity analysis across a range of domains *Experience navigating the interactions among business, the research sector and government in the creation of new products, markets and industries *A significant and continuing investment in finance through an MS in Finance degree, pursuit of the CFA designation and ongoing professional development *Direct and increasing involvement in energy and sustainability through research, professional and volunteer activities *A carefully considered commitment to a second career focused on energy and sustainability. I have attached a resume, but just as I would not make an investment decision on a company from financial reports without engaging the people running it, I would not presume to assert an unequivocal fit with your open position without meeting and talking with you. Personally, I am enthusiastic about the possibility of joining a team focused on identifying and developing opportunities to invest in and actively engage with growing and evolving companies in energy. I believe that the breadth of experience and interests I bring would allow me to contribute in multiple ways and be a flexible team player in an opportunity area that is rapidly evolving. I welcome the opportunity for further discussion. Thank you for your consideration. == Material == I believe I can bring your team a range of skills and experience over and above what is outlined for the Associate position. I would like to present a value proposition encompassing the business and industry experience from a twenty-year career with IBM working with R&D-focused customers; a significant and continuing investment in finance through an MS in Finance degree and pursuit of the CFA designation; and a carefully considered commitment to a second career focused on energy and sustainability. Assessing and '''req seek one level of core analytical skill and the right attitude - i offer skills in numerous areas, the right attitude, and extensive experience''' The requirements - intellectual achievement, demonstrated capability in one of several relevant competence areas, an understanding of teamwork and a career focus - *Financial analysis is of limited value unless it is accompanied by experience in the operational demands of a business *A commitment to an industry and its environment is crucial to understanding what a financial analysis reveals *Evaluating a (the long-term potential of a) business requires engaging and assessing its people. *Similarly, I can make only a preliminary assessment of a fit with this position based on a short job description. Get them to want to meet me....? Characteristics/Strengths to incorporate? *Teamwork in business through building virtual teams and crossing functional boundaries and in very visible public settings through elected and appointed municipal service. *Executive relationship experience....communication....better able to work with potential targets during due diligence, post-acquisition interaction as well as Firm's own team. *Long-term commitment *Finance and analysis == Posting == Our client is a successful Energy Private Equity firm with a number of funds focusing on a wide range of Energy Investments, across the industry value chain. Responsibilities include identifying and interacting with growing Energy companies, assisting the Vice Presidents and the Partners in valuing Energy Investments, sourcing potential investments, conducting due diligence on potential investments, conducting Energy Market research in the Energy field. Energy Associates will partner with experienced operators and management teams to help enhance the value of post- investment. If you have performed at the top of your class academically and have a record of stellar job performance and leadership accomplishments, you may be eligible to become part of this team. Pervious M&A Energy exposure and/or Strategy Consulting experience is preferred. <u>Qualifications:</u> *3- 6 yrs of Experience in M&A/ Consulting/Private Equity/Finance - MS/MBA - Pleasant attitude - Strong desire to build a successful career in Energy Private Equity - Ability to work well in a team environment <u>NOTES:</u> Additional Salary Information: Remuneration: 95,000- 115,000 base comp. == Green Century Funds == Sept. 2008 <u>Opening</u> Green Century Funds is positioned to take advantage of the intensifying interest in climate change and sustainability from an increasingly broad cross-section of investors. The 2008 US Presidential election will mark a turning point in federal policy toward climate change. Such a significant external change presents new growth opportunities and can provide a focal point for the organization to offset the uncertainty and disruption that can naturally occur upon the departure of the Funds' long-time leader. I was drawn to the Green Century Funds leadership opportunity by the diversity of the skills and experience it demands. My professional career, personal interests and volunteer commitments have covered a breadth of disciplines. My career at IBM spanned sales, technical management, marketing, business development and relationship management across a range of customer sectors at the leading edge of technology. My long-term involvement with universities and IBM Research built connections to government and an interest in government-university-industry partnerships. Along the way, I became increasingly involved in not-for-profit organizations and in public service in my community. A strong interest in the central role of finance in all these endeavors led me to invest in a finance degree and ongoing professional development with the intent of directing my future career path toward finance and financial services. I have accompanied that with consulting work in technology-based economic development and startup businesses. Leveraging my participation in municipal government, I co-founded the Green Needham Collaborative whose mission is to build a more sustainable community through collaborative efforts on energy and the environment. These experiences have focused my search on opportunities to advance the response to the problem of climate change and the creation of a more sustainable society. Addressing those twin challenges requires action in four distinct but inter-related domains ::*Technology ::*Finance ::*Policy ::*Behavior Change Based on my own experience, I believe that individuals and organizations that can navigate all four domains will have the greatest impact. Green Century Funds' mission affords it the opportunity to affect all of those areas. I have summarized some of the requirements from your posting and paired them with brief references to my relevant experience. Some of these are detailed in my accompanying resume and I would be pleased to discuss all areas further. *Strategic planning and vision - collaboratively create a strategic vision for Green Century Funds leadership role in an investing world increasingly attuned to environmental, social and governance goals :*Director of University Relations, IBM :*Green Needham Collaborative :*Research Computing Segment, IBM Higher Education *Marketing - Developing strategies for new markets, creating value propositions encompassing financial, social and ethical components, creative approaches to customer segmentation and distribution channels :*Consulting Market Support Representative, IBM :*Research Computing Segment, IBM :*Director of University Relations, IBM :*Green Needham Collaborative *Communications and advocacy - Embrace and communicate the compelling case for creating business and social value through incorporation of environmental, social and governance priorities into investments :*20 years of sales, technical and strategy presentations at all organizational levels and in multiple industries :*Public presentations in support of school budgets, tax overrides and strategic initiatives :*Citizens for Needham Schools - Successfully advocating for community investment in education in unfriendly economic and tax climate (4 of 6 successful overrides in a 6-year period) :*Massachusetts Technology Roadmap & Strategic Alliance Study :*Green Needham Collaborative - promote community action to advance sustainability *Management - Flexible management style with sensitivity to both mission and business focus; thrives in a collaborative team environment and comfortable reporting to multiple stakeholders :*Research Segment Leader, IBM - virtual team across multiple organizations :*Director of University Relations, IBM - strategic relationships with universities :*IBM Management positions - managing high-performing technical professionals :*Needham School Committee - Strategy and oversight of $40 million, 5,000 student school system, collaborative working relationship with Superintendent and leadership team :*Needham Community Television - Strategic reorganization of community non-profit Personally, I am enthusiastic about the possibility of joining a team committed to driving change through responsible investing and shareholder advocacy. It would clearly provide me the chance to creatively exercise my wide range of skills and interests, yet also grow with a field that is emerging as one of the most compelling career and investment opportunities for the foreseeable future. I welcome the opportunity for further discussion. Thank you for your consideration. 8efs9lgjpydy0nb0mvvr6t5cswjpt89 0 628 1224 2009-10-06T15:19:12Z Greis>Michael 0 Replaced content with '=== Notes === ---- [[Category:Career]]' 1224 wikitext text/x-wiki === Notes === ---- [[Category:Career]] f1bxvnn2je1rody67eibd1u7wyl1xd7 1225 1224 2024-05-24T04:57:41Z Michael 1 1 revision imported 1224 wikitext text/x-wiki === Notes === ---- [[Category:Career]] f1bxvnn2je1rody67eibd1u7wyl1xd7 0 629 1226 2016-01-25T16:55:30Z Greis>Michael 0 Replaced content with "__NOTOC__ [[Current Working Document/Archive|Archive]] - Archived material from previous use of this document ---- [[Category:Career]]" 1226 wikitext text/x-wiki __NOTOC__ [[Current Working Document/Archive|Archive]] - Archived material from previous use of this document ---- [[Category:Career]] pz8l3hysi40acr0tt8fpov2746auvny 1227 1226 2024-05-24T04:57:41Z Michael 1 1 revision imported 1226 wikitext text/x-wiki __NOTOC__ [[Current Working Document/Archive|Archive]] - Archived material from previous use of this document ---- [[Category:Career]] pz8l3hysi40acr0tt8fpov2746auvny 0 630 1228 2016-01-25T16:56:36Z Greis>Michael 0 1228 wikitext text/x-wiki == Notes == === Deloitte === 2010 communication on open position. Prashant, Thank you for taking a few minutes to talk after yesterday's NECEC Finance Panel on REC Markets. I'm following up as promised on two items - the upcoming BSAS SEC Climate Change Disclosure Requirements Panel I've put together and my interest in opportunities with the Deloitte Sustainability Practice. The luncheon panel will be held December 14th in downtown Boston and I hope that you and Zam can spread the word among your Deloitte colleagues in the area. Details are below. As we discussed, I believe the investment community has an opportunity to shape the future of public disclosure by getting involved early in this process while reporting entities are still feeling their way forward. Opportunities to prompt the disclosure of new information across the board don't come along very often, so analysts should make the most of this one. If they don't, we could rapidly settle into a least common denominator mode of reporting providing little new information and even less insight into companies' long-term prospects. As you pointed out, that's just one aspect of the bigger challenge of how companies do sustainability reporting that's not just window dressing, and how they incorporate sustainability into the business in the first place. Companies are going to ask existing staff to do this, but they're going to need help. That's what attracted me to Deloitte when I heard about the sustainability practice. You're positioned to provide the expertise to assist that process in the way an individual consultant never could be. I see the potential to have a significant impact in how sustainability will be incorporated into business practice. Much of my career involved incorporating advanced technology into business practice. I bring from that a strong business development and customer relationship management history. What I've added with my qualifications in finance and my current work in sustainability is the capability to deliver domain expertise immediately in those areas. This also positions me to develop a deeper level of expertise as the practice's needs evolve. As with solution selling, making and navigating personal connections is the key to reaching the people with the need you're seeking to fill. As I mentioned, a friend and neighbor in the I/T practice in the Boston office - Mani Murahari - has been trying to help me with that as well. I would be grateful if you and Zam could connect me with people in the practice I should talk with next. Thanks so much! === Note to Rick Miller === For [[Career/Opportunities/Olin Scope part-time|P/T SCOPE Business Development position]], 11/09 Rick, I wanted to sound you out on something. You may recall from our last conversation that I have committed myself to working in sustainability/clean tech. It's something I believe in strongly, as you know from my work with Green Needham and Olin. It's a global-scale opportunity where I can leverage my skills in finance, policy, technology, public/private partnerships, sales & marketing. It's also, unfortunately, going to take some time for me to get established in this environment. The ramp-up of stimulus funding, the focus from the federal and state administrations, the slow recovery of the financial sector and the pending federal legislation may mean that the opportunities for project-based work will precede full-time positions. Certainly the need is there as companies and institutions try to respond to the opportunities available. It occurred to me that, with all the things on Olin's plate and the tight resource environment, there might be an opportunity for some collaborative work with Olin on funding opportunities. I sat down with Joanne to talk about this and she had a follow-up conversation with Steve Schiffman. I understand that he's buried right now, so I'm not sure we can take advantage of the opportunity immediately, which is a shame, since this is a great time to be going after funding in clean tech and sustainability. During the conversation, however, Joanne mentioned that Olin was looking for part-time help with SCOPE business development. Obviously, I'm looking for a full-time position, but it strikes me that there's a confluence of circumstances here that could work very well for Olin and for me. You know from our work together over the years how strongly I feel about Olin's mission and what I can do in developing university-industry partnerships. Certainly clean tech and sustainability is an emerging area at Olin as well as in industry. In fact, I've made connections to Olin for two firms I'm working with on local projects. I'm here - in Needham and in the clean tech/sustainability space - for the long term. That offers significant flexibility and continuity going forward. If this is a temporary need for you until you bring on the Faculty SCOPE program director, that's something I could work into my own plans. If you need someone for a longer transition, I could provide continuity in a formal or informal way. Working with Olin on SCOPE business development would offer a great platform for some investment work with faculty on sustainability funding, if that were of interest. There may be other needs you have that I could help with over the short/medium term. (I don't want to presume anything, but you know I like to get things done and am not shy about generating creative ideas to do so.....) I know there is much work to be done to ramp up the Olin-Babson-Wellesley partnership. I might be able to help there. Building institutional partnerships is what I do. In addition to my long history with Olin, I had a very good working relationship with Len Schleslinger building the IBM-Brown partnership during his first foray into academia. And a close colleague of mine in Needham has just started working for the President of Wellesley, where she will be providing support for the Trustees and working on special projects for the President. Bottom line - this looks pretty exciting to me, and I would love to do this - for a short time, or perhaps longer if the need and the resources were there. Is this something that's worth pursuing? === BSAS Markey === Originally created early 2009? I am a member of the Socially Responsible Investing program sub-committee of the Boston Security Analysts Society. The Society runs a series of luncheons in downtown Boston for its members and guests. The lunches are focused on a single speaker and topic of professional interest to the investment community. Speakers include investment professionals and practitioners as well as academics and government and elected officials. As background, the Boston Security Analysts Society (BSAS) is a professional association for the Boston-area investment community with almost 5,000 members. It was founded in 1946 as a forum for the exchange of information within the investment community. The BSAS was one of the founding members of what is now the CFA Institute. The CFA Institute is the global association that awards the Chartered Financial Analyst designation. The CFA Institute has 90,000 members from 130 countries. It also is a leading provider of professional development publications and conferences and is a leading voice on issues of fairness, efficiency, and investor protection for global capital markets through the CFA Institute Centre for Financial Market Integrity. The Boston Society's Socially Responsible Investing sub-committee has featured several speakers on climate change, energy, sustainability and clean technology investing over the last several years. I originally formulated the idea to invite the Congressman after he introduced his draft iCAP legislation in 2008, but the opportunity now is much more real - and even more urgent - with an Obama admiinstration, ACESA having passed the House and work to be done iin the Senate and in conference. The investment community will play a central role in translating the impact of the legislation into the capital markets and the economy. I would hope, therefore, that we can find a way to schedule the Congressman early in the fall. The good news is that our programs are scheduled around the speakers' availability. Once the Congressman agrees to speak, the BSAS staff would work with you to select a date that fits his schedule and make arrangements for an appropriate downtown Boston venue. They try to schedule at least six weeks in advance to allow enough time to promote the event widely among the member community (somehow I suspect that won't be a problem....but if need be, they will work with you.) === Description of Business Development Plus as an Early Hire === Created early 2009? when working with Peter Rothstein *What would the person do? *Who would they do it for? *What skills do I bring to bear? Business development/external relations is a key role in an emerging clean tech/sustainability company. The early stages of growth for these companies will involve working with government agencies, government entities, universities, and regulated utilities as well as selected commercial industries, since these will be the funding sources, investors, early adopters, regulatory enablers/obstacles, and/or collaborative partners. The person who fills this role must have experience across sectors and with multiple industries. Clean tech requires a much broader set of competencies than did startups in software, telecom and even biotech - the sustainability challenge impacts many different institutions and constituencies. Beyond the core skills in relationship management, communications, marketing and sales, clean tech calls for facility with multiple areas of finance as well as the capability to understand and articulate business strategies that leverage a range of technologies. ---- A key early role at an emerging clean tech/sustainability company is in business development and external relations. The early stages of growth for these companies will involve working with government agencies, government entities, universities, regulated utilities as well as selected commercial industries as funding sources, investors, early adopters, regulatory enablers or obstacles and collaborative partners. Someone filling this role must have experience across sectors and with multiple industries. Clean tech requires a much broader set of competencies than did startups in software, telecom and even biotech, because the sustainability challenge touches so many different institutions and constituencies. Beyond the core skills in relationship management, communications, marketing and sales, clean tech calls for facility with multiple areas of finance as well as the capability to understand and articulate business strategies that leverage a range of technologies. ==== Notes ==== Clean technology/Sustainability companies have a wider group of stakeholders, partners and concerns to manage than previous generations of start-ups in software, T/C and even biotech. *Software startups usually brought people with B to B or B to C sales, marketing and channel experience (and often spent too much and then flamed out) *Telecommunications startups might focus on either carriers or technology providers *Biotech startups look for connections to university/teaching hospitals (clinical trial and early patients) For an early stage clean-tech/sustainability company, skill set includes business development, strategy, finance and external relations. === General Statement for Cover Note === As sustainability becomes increasingly important to business and organizational success, opportunities for and demands on energy services companies will grow in volume and complexity. Developing and delivering solutions to customers will require understanding technology, finance, policy and behavior. As this is a rapidly changing and developing market, breadth, flexibility and the ability to master new skills will be increasingly important to success. I would welcome the opportunity to talk with you about how I can integrate my skills and experience in these areas into your team to meet the needs of this position today - and going forward - as the market evolves. I have made a personal and a professional commitment to working on the challenge of sustainability. I have leveraged my professional experience and skills in my volunteer work on sustainability, some of which can be seen at http://www.greenneedham.org === Notes for Bill Schnoor note to Mindy === I understand that you are hiring a Director of Investor Programs for CERES. I wanted to recommend someone to you who is keenly interested in the position. You've met Michael Greis, but I know that's just been a few minutes conversation at events where you've spoken. As background, we first met as undergrads at Yale. For a number of years, we were mostly in touch through one of his Yale roommates who is a close friend and does work similar to mine in the Bay Area. We reconnected a couple of years ago and over the last year of so, Michael and I have been talking regularly about sustainability and clean tech. I've been impressed by how deeply and actively he has involved himself in the field. It's been more than the usual approach of job candidates - doing research, networking, attending events. He's created and leads a local green organization and is implementing several municipal and community sustainability projects. We've talked about some of them, but I'm sure he could explain them better than I would. As the companies I work with start to do some hiring again, I'm increasingly able to refer Michael to possible opportunities. Business development, strategy or relationship management (clients, investors, government) are obvious targets for Michael, but he has a breadth of business experience, along with wide-ranging interests, that would allow him to fill many different roles. When he told me about the position at CERES, it sounded like a great fit. He has a passion for both finance and sustainability - and has been particularly articulate on the interplay between the two. I think the personal investment he's made in both areas coupled with his experience building institutional relationships would enable him to really contribute to CERES mission. Key Points: *Passion for finance and sustainability - great fit *gap time - active, engaged, successful - what he's been doing and why it's relevant Possible points to include: *Impressed by commitment to the field and a career switch :*MSF/CFA, GReen Needham here? *Enthusiasm *Gotten directly and deeply involved :*Green Needham *Articulate and persuasive *Role of policy and behavior change === Emerging Energy Research Note === I hope you don't mind my reaching out to you directly, but after reading through several of position postings on your web site, it seemed more appropriate - and productive - to see if I could arrange a conversation with you or one of your management team. I am focused on putting a range of skills and experience to work in advancing clean energy and sustainability. As a mid-career professional, I am not bound to a specific role. I have experience, skills and interests which I believe would match up well to several of the positions. I would appreciate the opportunity for an informal conversation to talk about the business and explore a possible fit. I will attach a resume, but the key points of intersection are: *Economic development and public policy consulting, most notably my work on the Massachusetts Technology Roadmap and follow-on. *A significant commitment to finance, earning a Masters in Finance. I have completed Level III of the Chartered Financial Analyst program and am active in the Boston Security Analysts Society *Substantial experience with R&D and advanced technologies through my years at IBM, especially those at IBM Research running the University Relations program *Technical sales, management and business development experience with technology-focused products and markets *Extensive relationship management experience across a range of institutions and geographies *International experience, along with French and German that could be brought back to a serviceable level fairly quickly and some Japanese *Development and leadership of the Green Needham Collaborative, an organization focused on building a more sustainable community If you can offer me some time, I would be very pleased to come to your offices in Cambridge at your convenience some time in the next few weeks. Thanks so much for your consideration. === Nathanson note === I'm following up on our conversation at the Historical Society dinner last week. I'm sorry that you weren't able to stay - Stuart Slavid from Skinner was very entertaining. But I know Gloria was very pleased that you were able to stop in and meet a few people, given your appointment for the following morning. I hope everything went well....I'm near that point too, so I can empathize. I did want to take you up on your offer for a follow-up conversation. My goal is working in finance and sustainability. This could be in: *the integration of sustainability/SRI into investment practice - directly (within an investment or asset management firm) or indirectly (the providers of tools and information used by investment managers and practitioners *financing sustainable businesses and projects (emerging companies, project finance) Sustainability is an emerging area with huge growth potential. It's multidisciplinary and demands flexibility - a great fit for my mix of technology, finance, business development, customer relationship management, sales & marketing. Based on the scope of your responsibilities and client base at Colony, as well as your past experience, I'm hoping a more detailed discussion could identify some specific roles now in demand along with some people or firms I could follow those up with. === NECEC Fellowship Statement === I am applying for the Clean Energy Fellowship because I am making a long-term career commitment to addressing the challenge of sustainability. Sustainability is a global challenge that will generate enormous opportunities for years to come. Many clean economy leadership profiles will look similar to those in previous waves of entrepreneurial formation in software, telecommunications and biotech. However, there is a critical need for some leaders with a broader range of experience and interests because sustainability is a more wide-ranging challenge. Four major themes framing the sustainability challenge - technology, finance, policy and behavior - and successful enterprises will touch all of them. I offer experience with each and an understanding of how they interact. Technology is a familiar theme for start-ups, but solutions for this emerging industry will come from a wider range of disciplines, with the underappreciated role of interdisciplinary work taking on even greater importance. Finance is more than corporate and venture finance – for clean energy, it encompasses project finance, commodity markets and pricing, retail finance for consumers, carbon markets created by cap & trade and new markets in areas like water and biodiversity. Government policy and action play much larger roles in clean energy than in other industries. Experience with the processes and timelines of municipal, state and federal legislation and regulation is critical. Behavior – how individuals, businesses and societal institutions respond – is the wild card. Sales and marketing experience in positioning how technology solves business problems provides a solid grounding for a clean energy venture. Key Points: *Breadth of experience and outlook will be critical for entrepreneurial leaders in the Clean Economy :*Other major "start-up" industries were complex - but more bounded (Software, T/C, biotech) *Technology, Finance, Policy, Behavior *Although I don't have extensive start-up company experience, I have launched new initiatives and have lots of experience working with constrained resources *I am making (have made?) a commitment to sustainability/clean energy - the sector will need to develop long-term talent *Leverage my experience working with research and emerging technologies === Note to Ron Schiller === Ron, It's been a while - eight years - since our brief time together at Northeastern. I hope you are doing well at Chicago. I know this is a little bit out of the blue - I am pursuing an interesting opportunity that just popped up at a small firm that supports technology transfer. After an initial extended conversation confirmed mutual interest, the CEO surprised me by saying the next step was to talk with references and he only wanted to talk with people I'd worked for. He understands that my time at Northeastern was short, and that things didn't work out the way we'd all hoped, but wanted to speak with you anyway. I appreciated that you and President Freeland shared a transformative vision for development and were open to the more holistic approach I was hoping to take with corporate partners. So I'm hoping - despite the passage of time - that you would be willing to talk with him. I also enjoyed working with some great faculty, so I've arranged for him to talk with Barry Bluestone, as I view Barry (and others at NU) as customers I worked for. He is aware that you and I did not have a long time to work together. But if you would be willing to talk with him, I would like to pass along your contact information. His name is Phyl Speser and he is CEO of Foresight Science & Technology. I'll append a brief summary of the company and role below. I appreciate your taking the time to do this. === Follow-up note to Phyl Speser === '''REVISED (original below)''' bolds are changes to check on - done I very much enjoyed our conversation Wednesday afternoon. You filled in quite a bit and provided a good introduction to Foresight, your needs and your opportunities. I wrote up a short, very high level summary to frame my thinking, but I'll append it below for your comments, if you are so inclined. As we move forward with next steps, you asked to talk with people I have worked for. Sean Rush, whom I worked for when he was head of IBM's Global Education industry, is one. Sean is traveling out of the country - he is now CEO of Junior Achievement International. Another is Paul Horn, who was the Director of IBM Research and an IBM Senior Vice President when I worked for him as the Director of University Relations. He retired from IBM last year. As soon as I reach them, I'll pass on their contact information to you. Most informative about my work at Northeastern would be Barry Bluestone, Dean of the School of Social Sciences and the Director of the Dukakis Center for Urban and Regional Policy. He was my customer during the short time I was at Northeastern - and I have always taken the attitude that I work for my customers. Barry has been indefatigable - and very successful - in building the Center and its relationships. He is at 617 373-8595 or b.bluestone@neu.edu. I will have to locate and contact Ron Schiller, who was the VP of Development at Northeastern when I was hired. He and President Freeland shared a vision for Development which impressed me, although it was a departure for some in the organization. Unfortunately, he left a few months afterward to go to CMU and my more holistic view of corporate relations was back to being an unwelcome outlier. Given the relatively short time we spent together, I don't know what he might feel able to offer at this point. '''ORIGINAL''' I very much enjoyed our conversation Wednesday afternoon. You filled in quite a bit and provided a good introduction to Foresight, your needs and your opportunities. I wrote up a short, very high level summary to frame my thinking, but I'll append it below for your comments, if you are so inclined. As we move forward with next steps, you asked to talk with people I have worked for. Barry Bluestone is the Dean of the School of Social Sciences and the Director of the Dukakis Center for Urban and Regional Policy at Northeastern University. He was my customer during the short time I was at Northeastern - and I have always taken the attitude that I work for my customers. He is at 617 373-8595. Sean Rush, whom I worked for when he was head of IBM's Global Education industry, is one. Sean is traveling out of the country - he is now CEO of Junior Achievement International - but as soon as I can reach him, I'll pass on his contact information to you. Paul Horn was the Director of IBM Research and an IBM Senior Vice President when I worked for him as the Director of University Relations. I would certainly like to have you talk with Paul, but as he retired from IBM last year, I will have to locate him. Another person I would have to locate and talk with would be Ron Schiller. Ron was VP of Development at Northeastern when I was hired. He and President Freeland shared a vision for Development with which I was comfortable, although it was a departure for some in the organization. Unfortunately, he left shortly afterward to go to CMU and my more holistic view of corporate relations was back to being an outlier. Given the relatively short time we spent together, I don't know what he can or will offer at this point. === Foresight Science & Technology === Dr. Speser, The notice below came across my e-mail in a newsletter from the Carroll School at Boston College, where I earned a mid-career MS in Finance. I was immediately interested because I have significant career experience in both technology transfer and business management, and so could meet both of your primary requirements. Most of my career has been spent at the government/university/industry intersection you describe. I also noted that you have a project EPA on SBIR. That dovetails with my interest in addressing the challenge of sustainability and climate change. Meeting that challenge represents an opportunity to apply everything I've done to a problem that demands collaboration at that "intersection" for progress to be made. I would like to talk with you about this opportunity and your firm's work, as I would like to be considered for this position and want to submit the most relevant information for your consideration. Would you have time for a phone call sometime this week? I will attach a resume to provide some basic background. Thanks so much. ''*Foresight Science and Technology *JOB: Manager, Technology Transfer Group *Application Deadline: January 29 Foresight Science & Technology is seeking a Manager for our Technology Transfer Consulting Group. Foresight works at the intersection of science, technology, business and government. The Manager's responsibility is to coordinate and lead the group. It is not expected that the Manager will have extensive or substantive expertise in technology transfer, but they should have solid managerial skills, excellent interpersonal skills, and good common sense and business judgment.'' === Response to Bill 12/1/08 === Bill, We did - Thanksgiving dinner is with Gloria's parents on the Cape (we do Christmas) and having 3 additional days to recharge was terrific. I hope yours was excellent as well. I would absolutely consider the "Boot Camp". The expansion of the program helps allay the concern I expressed to you originally that the program would select only for previous CEO experience. The only catch is that I will be in NY to help my parents with their move on 12/9 and 12/10. I'm going to RSVP, though, and see if there's some way I can leave NY early enough on the 10th to get back for this. It depends somewhat on when the truck actually leaves Malverne. I may have mentioned this in a previous note, but it's even more relevant if I'm considering the boot camp in the spring...everything I'm doing increases my confidence in the medium and long-term outlook and my commitment to this space. But how do I handle the short term? Is there paid project work that I could be doing - in this or a related space - to sustain and advance my search (especially if I want to be available for the boot camp)? I don't know whether you heard anything back from your VC contacts, but you probably see a wider range of relevant (and candid) data points about the short term environment than I do. One last item - I received a posting this weekend from the CFA Institute jobline for an Energy Private Equity Associate which I will respond to. The firm is not identified, but is a Boston-area firm described as "a successful Energy Private Equity firm with a number of funds focusing on a wide range of Energy Investments, across the industry value chain." Although the qualifications are for someone earlier in a career, it could be a great opening to the field that would benefit from my experience. I'm wondering if the firm description rings a bell with you? Thanks! === Bill's note to me 11/30/08 === Michael - I hope you had an enjoyable TG weekend. I saw this and immediately thought of you. I would strongly encourage you to consider the NECEC Fellowship program this spring - and even if you choose not to pursue it this should be an interesting opportunity to broaden your network in cleantech. Talk soon. - Bill === Note to Bill Schnoor 11/14/08 === I thought I should check in because I don't think we've talked since before the election. At least that was a piece of good news amid the general economic gloom - actually two here in Needham, where we successfully passed an operating override to open our 6th grade center next year. At a time when virtually all the other overrides in the region failed, we are very pleased - and relieved. I sent a note off to Brad Gentry at Yale to schedule a time to visit him at Yale. Last week I went to a Mass Municipal Association workshop on the Green Communities Act. For me, as one of maybe three people in the room who'd actually read the legislation, the actual information presented wasn't new, but hearing the questions, getting a sense of how the people writing the regs are thinking and networking made the session very worthwhile. I talked with Phil Guidice, and sent him a follow-up asking to talk about my search as well as some municipal issues. He did a very good presentation on Massachusetts' Energy Future at the NECEC/Mass High Tech Council meeting I attended in the spring. I hope I can get some time on his calendar. The good news is that everything still points to this being the right place to be. I can draw on my finance & CFA work for perspective on finance and the economy. It's just that being caught in between makes me antsy about getting something done in a reasonable time frame. You've probably seen a lot more relevant data points in the last month than I have. Do you think there would be paid project work that I could be doing - in this or a related space - to sustain and advance my search? ---- === Stewart Hudson follow-up note === Stewart, I'm pleased we were able to catch up a week ago Friday to talk about CBEY, Tremayne and my focus on climate change opportunities. I had hoped to follow up sooner, especially since you suggested that this week's session at CBEY might be a good opportunity to catch up in person and meet a few people, but last week was hectic, so it took some time to make schedule adjustments. But I think I'm clear now and would like to come down on Wednesday for the session if you still think that would work. I don't know that I fit any of the categories described in the event announcement on the CBEY page, so let me know how I would register. I've attached a current resume as you suggested. I'm aiming for a finance-focused position in an enterprise involved with advancing sustainability. The enterprise could be in clean technology, green technology, alternative energy, energy efficiency, carbon markets or involved in the financing of those things - financial institution, venture fund, private equity fund, asset manager, financial research). It could also be a NGO/not-for-profit. My objective is to get in and get started - this is a long-term plan, so I'm flexible and looking broadly. If the focus of the firm is finance or sustainability but the opportunity uses more of my strategy, sales, marketing, relationship management or general management experience, that's fine as well. I was thinking after we talked that it may be helpful to provide a few examples of positions and/or organizations. Here are a few areas based some recent conversations: - "Product Engineering" of financial or carbon-market products - although this is not the best time to use the words "financial engineering", the need to develop and deploy the market-based instruments that will advance the transition to a lower carbon economy is only going to grow. Product Engineering is the term often used in financial services to cover market or product development roles that connect the people who create these products to the markets, customers and sales people who deploy them. - Business development, market development or strategy for companies creating clean/green products and services. - Business development for companies providing information, research or tools to financial institutions or investors on sustainability. - Shaping, executing or advocating/communicating sustainability strategies for companies affected by climate change. - Developing or executing collaborative initiatives within an industry or between sectors (government/university/NGO/business). I will be calling Bryan Garcia today or tomorrow as well and hope to reach him before coming down on Wednesday. I'll probably want to set up another visit to New Haven so I can have a more in-depth discussion, especially with regard to building connections from the Center to some of the BSAS community interested in this area. Thanks for your interest and help. === My note and Rico's === '''Mine''' Rico, I've been meaning to get to this for a week or two now, so just as well to do it when I've been prompted by your other note. I am plugging away (when I can manage to get out from under family, School Committee, other volunteer and miscellaneous but not terribly profitable business activities) to get myself into a finance-focused position in an enterprise involved with sustainability - clean technology, green technology, carbon markets and/or the financing thereof (financial institution, venture fund, private equity fund, asset manager). If it's something in the financial industry that isn't immediately in sustainability, I'll start there. Similarly, if it's in sustainability/clean technology but uses more of my strategy, sales, marketing, relationship management or general management experience, that's fine as well. This is a long term investment (but I do need a short term payoff in the form of regular employment). As I'm working and networking with people in this space (and I am building connections to a reasonable number of people, some of whom have a fair amount of stature and reach in their respective industries), one of the things that is reinforced is that getting in is probably the hard part. Once I'm in some portion of this space and perform, I will find the growth and future opportunities much easier to navigate. Practically speaking, it's also clear that people with breadth and seniority can more easily identify and suggest opportunities or others to talk with. All that said, I'm hoping we might be able to figure out if there are people in your orbit that would make sense for me to connect with. What I really need is someone I can develop and ongoing relationship with, but those are hard to come by. The other, very specific question, is whether you maintain a relationship (I guess I should qualify that as the right kind of relationship) with one of our classmates, Bill Schnoor. He is the co-chair of the Clean Technologies practice at Goodwin Procter. He joined them in 2005 when Testa Hurwtiz imploded (or exploded, I can't remember which). I can't say I knew him, but I know he was also in your Yale Law class, so I figured it's worth asking. (I'm sure David knows him, but I'm not going there...). '''Rico's:''' Michael. Is the summary below sufficiently accurate for me to pass on (I obviously just cut and paste). __ On a separate note, I wanted to ask a favor. One of my Calhoun College roommates, Michael Greis, is trying to get into a finance-focused position in an enterprise involved with sustainability - clean technology, green technology, carbon markets and/or the financing thereof (financial institution, venture fund, private equity fund, asset manager). If it's something in the financial industry that isn't immediately in sustainability, he'd be interested in that as well. Similarly, if it's in sustainability/clean technology but uses more of his strategy, sales, marketing, relationship management or general management experience, that's fine, too. He's prepared for this career shift after 20+ years at IBM by getting an MS in Finance at BC a few years ago and is pursuing the CFA designation. He lives in Needham and is very active in the community - he is Chair of the School Committee and also founded a collaborative group focused on sustainability in the town. While he would love solid job leads, he is also very interested in connecting with the right people to increase his odds of finding something. Given your Clean Tech expertise/network, I thought you might be helpful to Michael in his job search. He is a remarkably talented guy and could add a great deal of value to any organization. Any thoughts? Might it be possible for Michael to meet you for lunch in Boston? === The Paragraph === From the current resume: Seeking to apply strength in relationship management, breadth of communications capabilities, extensive corporate experience, strong analytical skills and Masters Degree in Finance to financial strategy or business development positions supporting the growth of clean technology companies. Seeking to apply strength in relationship management, breadth of communications capabilities, extensive corporate experience, strong analytical skills and Masters Degree in Finance to * a finance-focused position * addressing climate change and sustainability * technology, finance, policy and behavior change ---- 5umsqfx72gp5zz3um3g3gftsn10rzbs 1229 1228 2024-05-24T04:57:41Z Michael 1 1 revision imported 1228 wikitext text/x-wiki == Notes == === Deloitte === 2010 communication on open position. Prashant, Thank you for taking a few minutes to talk after yesterday's NECEC Finance Panel on REC Markets. I'm following up as promised on two items - the upcoming BSAS SEC Climate Change Disclosure Requirements Panel I've put together and my interest in opportunities with the Deloitte Sustainability Practice. The luncheon panel will be held December 14th in downtown Boston and I hope that you and Zam can spread the word among your Deloitte colleagues in the area. Details are below. As we discussed, I believe the investment community has an opportunity to shape the future of public disclosure by getting involved early in this process while reporting entities are still feeling their way forward. Opportunities to prompt the disclosure of new information across the board don't come along very often, so analysts should make the most of this one. If they don't, we could rapidly settle into a least common denominator mode of reporting providing little new information and even less insight into companies' long-term prospects. As you pointed out, that's just one aspect of the bigger challenge of how companies do sustainability reporting that's not just window dressing, and how they incorporate sustainability into the business in the first place. Companies are going to ask existing staff to do this, but they're going to need help. That's what attracted me to Deloitte when I heard about the sustainability practice. You're positioned to provide the expertise to assist that process in the way an individual consultant never could be. I see the potential to have a significant impact in how sustainability will be incorporated into business practice. Much of my career involved incorporating advanced technology into business practice. I bring from that a strong business development and customer relationship management history. What I've added with my qualifications in finance and my current work in sustainability is the capability to deliver domain expertise immediately in those areas. This also positions me to develop a deeper level of expertise as the practice's needs evolve. As with solution selling, making and navigating personal connections is the key to reaching the people with the need you're seeking to fill. As I mentioned, a friend and neighbor in the I/T practice in the Boston office - Mani Murahari - has been trying to help me with that as well. I would be grateful if you and Zam could connect me with people in the practice I should talk with next. Thanks so much! === Note to Rick Miller === For [[Career/Opportunities/Olin Scope part-time|P/T SCOPE Business Development position]], 11/09 Rick, I wanted to sound you out on something. You may recall from our last conversation that I have committed myself to working in sustainability/clean tech. It's something I believe in strongly, as you know from my work with Green Needham and Olin. It's a global-scale opportunity where I can leverage my skills in finance, policy, technology, public/private partnerships, sales & marketing. It's also, unfortunately, going to take some time for me to get established in this environment. The ramp-up of stimulus funding, the focus from the federal and state administrations, the slow recovery of the financial sector and the pending federal legislation may mean that the opportunities for project-based work will precede full-time positions. Certainly the need is there as companies and institutions try to respond to the opportunities available. It occurred to me that, with all the things on Olin's plate and the tight resource environment, there might be an opportunity for some collaborative work with Olin on funding opportunities. I sat down with Joanne to talk about this and she had a follow-up conversation with Steve Schiffman. I understand that he's buried right now, so I'm not sure we can take advantage of the opportunity immediately, which is a shame, since this is a great time to be going after funding in clean tech and sustainability. During the conversation, however, Joanne mentioned that Olin was looking for part-time help with SCOPE business development. Obviously, I'm looking for a full-time position, but it strikes me that there's a confluence of circumstances here that could work very well for Olin and for me. You know from our work together over the years how strongly I feel about Olin's mission and what I can do in developing university-industry partnerships. Certainly clean tech and sustainability is an emerging area at Olin as well as in industry. In fact, I've made connections to Olin for two firms I'm working with on local projects. I'm here - in Needham and in the clean tech/sustainability space - for the long term. That offers significant flexibility and continuity going forward. If this is a temporary need for you until you bring on the Faculty SCOPE program director, that's something I could work into my own plans. If you need someone for a longer transition, I could provide continuity in a formal or informal way. Working with Olin on SCOPE business development would offer a great platform for some investment work with faculty on sustainability funding, if that were of interest. There may be other needs you have that I could help with over the short/medium term. (I don't want to presume anything, but you know I like to get things done and am not shy about generating creative ideas to do so.....) I know there is much work to be done to ramp up the Olin-Babson-Wellesley partnership. I might be able to help there. Building institutional partnerships is what I do. In addition to my long history with Olin, I had a very good working relationship with Len Schleslinger building the IBM-Brown partnership during his first foray into academia. And a close colleague of mine in Needham has just started working for the President of Wellesley, where she will be providing support for the Trustees and working on special projects for the President. Bottom line - this looks pretty exciting to me, and I would love to do this - for a short time, or perhaps longer if the need and the resources were there. Is this something that's worth pursuing? === BSAS Markey === Originally created early 2009? I am a member of the Socially Responsible Investing program sub-committee of the Boston Security Analysts Society. The Society runs a series of luncheons in downtown Boston for its members and guests. The lunches are focused on a single speaker and topic of professional interest to the investment community. Speakers include investment professionals and practitioners as well as academics and government and elected officials. As background, the Boston Security Analysts Society (BSAS) is a professional association for the Boston-area investment community with almost 5,000 members. It was founded in 1946 as a forum for the exchange of information within the investment community. The BSAS was one of the founding members of what is now the CFA Institute. The CFA Institute is the global association that awards the Chartered Financial Analyst designation. The CFA Institute has 90,000 members from 130 countries. It also is a leading provider of professional development publications and conferences and is a leading voice on issues of fairness, efficiency, and investor protection for global capital markets through the CFA Institute Centre for Financial Market Integrity. The Boston Society's Socially Responsible Investing sub-committee has featured several speakers on climate change, energy, sustainability and clean technology investing over the last several years. I originally formulated the idea to invite the Congressman after he introduced his draft iCAP legislation in 2008, but the opportunity now is much more real - and even more urgent - with an Obama admiinstration, ACESA having passed the House and work to be done iin the Senate and in conference. The investment community will play a central role in translating the impact of the legislation into the capital markets and the economy. I would hope, therefore, that we can find a way to schedule the Congressman early in the fall. The good news is that our programs are scheduled around the speakers' availability. Once the Congressman agrees to speak, the BSAS staff would work with you to select a date that fits his schedule and make arrangements for an appropriate downtown Boston venue. They try to schedule at least six weeks in advance to allow enough time to promote the event widely among the member community (somehow I suspect that won't be a problem....but if need be, they will work with you.) === Description of Business Development Plus as an Early Hire === Created early 2009? when working with Peter Rothstein *What would the person do? *Who would they do it for? *What skills do I bring to bear? Business development/external relations is a key role in an emerging clean tech/sustainability company. The early stages of growth for these companies will involve working with government agencies, government entities, universities, and regulated utilities as well as selected commercial industries, since these will be the funding sources, investors, early adopters, regulatory enablers/obstacles, and/or collaborative partners. The person who fills this role must have experience across sectors and with multiple industries. Clean tech requires a much broader set of competencies than did startups in software, telecom and even biotech - the sustainability challenge impacts many different institutions and constituencies. Beyond the core skills in relationship management, communications, marketing and sales, clean tech calls for facility with multiple areas of finance as well as the capability to understand and articulate business strategies that leverage a range of technologies. ---- A key early role at an emerging clean tech/sustainability company is in business development and external relations. The early stages of growth for these companies will involve working with government agencies, government entities, universities, regulated utilities as well as selected commercial industries as funding sources, investors, early adopters, regulatory enablers or obstacles and collaborative partners. Someone filling this role must have experience across sectors and with multiple industries. Clean tech requires a much broader set of competencies than did startups in software, telecom and even biotech, because the sustainability challenge touches so many different institutions and constituencies. Beyond the core skills in relationship management, communications, marketing and sales, clean tech calls for facility with multiple areas of finance as well as the capability to understand and articulate business strategies that leverage a range of technologies. ==== Notes ==== Clean technology/Sustainability companies have a wider group of stakeholders, partners and concerns to manage than previous generations of start-ups in software, T/C and even biotech. *Software startups usually brought people with B to B or B to C sales, marketing and channel experience (and often spent too much and then flamed out) *Telecommunications startups might focus on either carriers or technology providers *Biotech startups look for connections to university/teaching hospitals (clinical trial and early patients) For an early stage clean-tech/sustainability company, skill set includes business development, strategy, finance and external relations. === General Statement for Cover Note === As sustainability becomes increasingly important to business and organizational success, opportunities for and demands on energy services companies will grow in volume and complexity. Developing and delivering solutions to customers will require understanding technology, finance, policy and behavior. As this is a rapidly changing and developing market, breadth, flexibility and the ability to master new skills will be increasingly important to success. I would welcome the opportunity to talk with you about how I can integrate my skills and experience in these areas into your team to meet the needs of this position today - and going forward - as the market evolves. I have made a personal and a professional commitment to working on the challenge of sustainability. I have leveraged my professional experience and skills in my volunteer work on sustainability, some of which can be seen at http://www.greenneedham.org === Notes for Bill Schnoor note to Mindy === I understand that you are hiring a Director of Investor Programs for CERES. I wanted to recommend someone to you who is keenly interested in the position. You've met Michael Greis, but I know that's just been a few minutes conversation at events where you've spoken. As background, we first met as undergrads at Yale. For a number of years, we were mostly in touch through one of his Yale roommates who is a close friend and does work similar to mine in the Bay Area. We reconnected a couple of years ago and over the last year of so, Michael and I have been talking regularly about sustainability and clean tech. I've been impressed by how deeply and actively he has involved himself in the field. It's been more than the usual approach of job candidates - doing research, networking, attending events. He's created and leads a local green organization and is implementing several municipal and community sustainability projects. We've talked about some of them, but I'm sure he could explain them better than I would. As the companies I work with start to do some hiring again, I'm increasingly able to refer Michael to possible opportunities. Business development, strategy or relationship management (clients, investors, government) are obvious targets for Michael, but he has a breadth of business experience, along with wide-ranging interests, that would allow him to fill many different roles. When he told me about the position at CERES, it sounded like a great fit. He has a passion for both finance and sustainability - and has been particularly articulate on the interplay between the two. I think the personal investment he's made in both areas coupled with his experience building institutional relationships would enable him to really contribute to CERES mission. Key Points: *Passion for finance and sustainability - great fit *gap time - active, engaged, successful - what he's been doing and why it's relevant Possible points to include: *Impressed by commitment to the field and a career switch :*MSF/CFA, GReen Needham here? *Enthusiasm *Gotten directly and deeply involved :*Green Needham *Articulate and persuasive *Role of policy and behavior change === Emerging Energy Research Note === I hope you don't mind my reaching out to you directly, but after reading through several of position postings on your web site, it seemed more appropriate - and productive - to see if I could arrange a conversation with you or one of your management team. I am focused on putting a range of skills and experience to work in advancing clean energy and sustainability. As a mid-career professional, I am not bound to a specific role. I have experience, skills and interests which I believe would match up well to several of the positions. I would appreciate the opportunity for an informal conversation to talk about the business and explore a possible fit. I will attach a resume, but the key points of intersection are: *Economic development and public policy consulting, most notably my work on the Massachusetts Technology Roadmap and follow-on. *A significant commitment to finance, earning a Masters in Finance. I have completed Level III of the Chartered Financial Analyst program and am active in the Boston Security Analysts Society *Substantial experience with R&D and advanced technologies through my years at IBM, especially those at IBM Research running the University Relations program *Technical sales, management and business development experience with technology-focused products and markets *Extensive relationship management experience across a range of institutions and geographies *International experience, along with French and German that could be brought back to a serviceable level fairly quickly and some Japanese *Development and leadership of the Green Needham Collaborative, an organization focused on building a more sustainable community If you can offer me some time, I would be very pleased to come to your offices in Cambridge at your convenience some time in the next few weeks. Thanks so much for your consideration. === Nathanson note === I'm following up on our conversation at the Historical Society dinner last week. I'm sorry that you weren't able to stay - Stuart Slavid from Skinner was very entertaining. But I know Gloria was very pleased that you were able to stop in and meet a few people, given your appointment for the following morning. I hope everything went well....I'm near that point too, so I can empathize. I did want to take you up on your offer for a follow-up conversation. My goal is working in finance and sustainability. This could be in: *the integration of sustainability/SRI into investment practice - directly (within an investment or asset management firm) or indirectly (the providers of tools and information used by investment managers and practitioners *financing sustainable businesses and projects (emerging companies, project finance) Sustainability is an emerging area with huge growth potential. It's multidisciplinary and demands flexibility - a great fit for my mix of technology, finance, business development, customer relationship management, sales & marketing. Based on the scope of your responsibilities and client base at Colony, as well as your past experience, I'm hoping a more detailed discussion could identify some specific roles now in demand along with some people or firms I could follow those up with. === NECEC Fellowship Statement === I am applying for the Clean Energy Fellowship because I am making a long-term career commitment to addressing the challenge of sustainability. Sustainability is a global challenge that will generate enormous opportunities for years to come. Many clean economy leadership profiles will look similar to those in previous waves of entrepreneurial formation in software, telecommunications and biotech. However, there is a critical need for some leaders with a broader range of experience and interests because sustainability is a more wide-ranging challenge. Four major themes framing the sustainability challenge - technology, finance, policy and behavior - and successful enterprises will touch all of them. I offer experience with each and an understanding of how they interact. Technology is a familiar theme for start-ups, but solutions for this emerging industry will come from a wider range of disciplines, with the underappreciated role of interdisciplinary work taking on even greater importance. Finance is more than corporate and venture finance – for clean energy, it encompasses project finance, commodity markets and pricing, retail finance for consumers, carbon markets created by cap & trade and new markets in areas like water and biodiversity. Government policy and action play much larger roles in clean energy than in other industries. Experience with the processes and timelines of municipal, state and federal legislation and regulation is critical. Behavior – how individuals, businesses and societal institutions respond – is the wild card. Sales and marketing experience in positioning how technology solves business problems provides a solid grounding for a clean energy venture. Key Points: *Breadth of experience and outlook will be critical for entrepreneurial leaders in the Clean Economy :*Other major "start-up" industries were complex - but more bounded (Software, T/C, biotech) *Technology, Finance, Policy, Behavior *Although I don't have extensive start-up company experience, I have launched new initiatives and have lots of experience working with constrained resources *I am making (have made?) a commitment to sustainability/clean energy - the sector will need to develop long-term talent *Leverage my experience working with research and emerging technologies === Note to Ron Schiller === Ron, It's been a while - eight years - since our brief time together at Northeastern. I hope you are doing well at Chicago. I know this is a little bit out of the blue - I am pursuing an interesting opportunity that just popped up at a small firm that supports technology transfer. After an initial extended conversation confirmed mutual interest, the CEO surprised me by saying the next step was to talk with references and he only wanted to talk with people I'd worked for. He understands that my time at Northeastern was short, and that things didn't work out the way we'd all hoped, but wanted to speak with you anyway. I appreciated that you and President Freeland shared a transformative vision for development and were open to the more holistic approach I was hoping to take with corporate partners. So I'm hoping - despite the passage of time - that you would be willing to talk with him. I also enjoyed working with some great faculty, so I've arranged for him to talk with Barry Bluestone, as I view Barry (and others at NU) as customers I worked for. He is aware that you and I did not have a long time to work together. But if you would be willing to talk with him, I would like to pass along your contact information. His name is Phyl Speser and he is CEO of Foresight Science & Technology. I'll append a brief summary of the company and role below. I appreciate your taking the time to do this. === Follow-up note to Phyl Speser === '''REVISED (original below)''' bolds are changes to check on - done I very much enjoyed our conversation Wednesday afternoon. You filled in quite a bit and provided a good introduction to Foresight, your needs and your opportunities. I wrote up a short, very high level summary to frame my thinking, but I'll append it below for your comments, if you are so inclined. As we move forward with next steps, you asked to talk with people I have worked for. Sean Rush, whom I worked for when he was head of IBM's Global Education industry, is one. Sean is traveling out of the country - he is now CEO of Junior Achievement International. Another is Paul Horn, who was the Director of IBM Research and an IBM Senior Vice President when I worked for him as the Director of University Relations. He retired from IBM last year. As soon as I reach them, I'll pass on their contact information to you. Most informative about my work at Northeastern would be Barry Bluestone, Dean of the School of Social Sciences and the Director of the Dukakis Center for Urban and Regional Policy. He was my customer during the short time I was at Northeastern - and I have always taken the attitude that I work for my customers. Barry has been indefatigable - and very successful - in building the Center and its relationships. He is at 617 373-8595 or b.bluestone@neu.edu. I will have to locate and contact Ron Schiller, who was the VP of Development at Northeastern when I was hired. He and President Freeland shared a vision for Development which impressed me, although it was a departure for some in the organization. Unfortunately, he left a few months afterward to go to CMU and my more holistic view of corporate relations was back to being an unwelcome outlier. Given the relatively short time we spent together, I don't know what he might feel able to offer at this point. '''ORIGINAL''' I very much enjoyed our conversation Wednesday afternoon. You filled in quite a bit and provided a good introduction to Foresight, your needs and your opportunities. I wrote up a short, very high level summary to frame my thinking, but I'll append it below for your comments, if you are so inclined. As we move forward with next steps, you asked to talk with people I have worked for. Barry Bluestone is the Dean of the School of Social Sciences and the Director of the Dukakis Center for Urban and Regional Policy at Northeastern University. He was my customer during the short time I was at Northeastern - and I have always taken the attitude that I work for my customers. He is at 617 373-8595. Sean Rush, whom I worked for when he was head of IBM's Global Education industry, is one. Sean is traveling out of the country - he is now CEO of Junior Achievement International - but as soon as I can reach him, I'll pass on his contact information to you. Paul Horn was the Director of IBM Research and an IBM Senior Vice President when I worked for him as the Director of University Relations. I would certainly like to have you talk with Paul, but as he retired from IBM last year, I will have to locate him. Another person I would have to locate and talk with would be Ron Schiller. Ron was VP of Development at Northeastern when I was hired. He and President Freeland shared a vision for Development with which I was comfortable, although it was a departure for some in the organization. Unfortunately, he left shortly afterward to go to CMU and my more holistic view of corporate relations was back to being an outlier. Given the relatively short time we spent together, I don't know what he can or will offer at this point. === Foresight Science & Technology === Dr. Speser, The notice below came across my e-mail in a newsletter from the Carroll School at Boston College, where I earned a mid-career MS in Finance. I was immediately interested because I have significant career experience in both technology transfer and business management, and so could meet both of your primary requirements. Most of my career has been spent at the government/university/industry intersection you describe. I also noted that you have a project EPA on SBIR. That dovetails with my interest in addressing the challenge of sustainability and climate change. Meeting that challenge represents an opportunity to apply everything I've done to a problem that demands collaboration at that "intersection" for progress to be made. I would like to talk with you about this opportunity and your firm's work, as I would like to be considered for this position and want to submit the most relevant information for your consideration. Would you have time for a phone call sometime this week? I will attach a resume to provide some basic background. Thanks so much. ''*Foresight Science and Technology *JOB: Manager, Technology Transfer Group *Application Deadline: January 29 Foresight Science & Technology is seeking a Manager for our Technology Transfer Consulting Group. Foresight works at the intersection of science, technology, business and government. The Manager's responsibility is to coordinate and lead the group. It is not expected that the Manager will have extensive or substantive expertise in technology transfer, but they should have solid managerial skills, excellent interpersonal skills, and good common sense and business judgment.'' === Response to Bill 12/1/08 === Bill, We did - Thanksgiving dinner is with Gloria's parents on the Cape (we do Christmas) and having 3 additional days to recharge was terrific. I hope yours was excellent as well. I would absolutely consider the "Boot Camp". The expansion of the program helps allay the concern I expressed to you originally that the program would select only for previous CEO experience. The only catch is that I will be in NY to help my parents with their move on 12/9 and 12/10. I'm going to RSVP, though, and see if there's some way I can leave NY early enough on the 10th to get back for this. It depends somewhat on when the truck actually leaves Malverne. I may have mentioned this in a previous note, but it's even more relevant if I'm considering the boot camp in the spring...everything I'm doing increases my confidence in the medium and long-term outlook and my commitment to this space. But how do I handle the short term? Is there paid project work that I could be doing - in this or a related space - to sustain and advance my search (especially if I want to be available for the boot camp)? I don't know whether you heard anything back from your VC contacts, but you probably see a wider range of relevant (and candid) data points about the short term environment than I do. One last item - I received a posting this weekend from the CFA Institute jobline for an Energy Private Equity Associate which I will respond to. The firm is not identified, but is a Boston-area firm described as "a successful Energy Private Equity firm with a number of funds focusing on a wide range of Energy Investments, across the industry value chain." Although the qualifications are for someone earlier in a career, it could be a great opening to the field that would benefit from my experience. I'm wondering if the firm description rings a bell with you? Thanks! === Bill's note to me 11/30/08 === Michael - I hope you had an enjoyable TG weekend. I saw this and immediately thought of you. I would strongly encourage you to consider the NECEC Fellowship program this spring - and even if you choose not to pursue it this should be an interesting opportunity to broaden your network in cleantech. Talk soon. - Bill === Note to Bill Schnoor 11/14/08 === I thought I should check in because I don't think we've talked since before the election. At least that was a piece of good news amid the general economic gloom - actually two here in Needham, where we successfully passed an operating override to open our 6th grade center next year. At a time when virtually all the other overrides in the region failed, we are very pleased - and relieved. I sent a note off to Brad Gentry at Yale to schedule a time to visit him at Yale. Last week I went to a Mass Municipal Association workshop on the Green Communities Act. For me, as one of maybe three people in the room who'd actually read the legislation, the actual information presented wasn't new, but hearing the questions, getting a sense of how the people writing the regs are thinking and networking made the session very worthwhile. I talked with Phil Guidice, and sent him a follow-up asking to talk about my search as well as some municipal issues. He did a very good presentation on Massachusetts' Energy Future at the NECEC/Mass High Tech Council meeting I attended in the spring. I hope I can get some time on his calendar. The good news is that everything still points to this being the right place to be. I can draw on my finance & CFA work for perspective on finance and the economy. It's just that being caught in between makes me antsy about getting something done in a reasonable time frame. You've probably seen a lot more relevant data points in the last month than I have. Do you think there would be paid project work that I could be doing - in this or a related space - to sustain and advance my search? ---- === Stewart Hudson follow-up note === Stewart, I'm pleased we were able to catch up a week ago Friday to talk about CBEY, Tremayne and my focus on climate change opportunities. I had hoped to follow up sooner, especially since you suggested that this week's session at CBEY might be a good opportunity to catch up in person and meet a few people, but last week was hectic, so it took some time to make schedule adjustments. But I think I'm clear now and would like to come down on Wednesday for the session if you still think that would work. I don't know that I fit any of the categories described in the event announcement on the CBEY page, so let me know how I would register. I've attached a current resume as you suggested. I'm aiming for a finance-focused position in an enterprise involved with advancing sustainability. The enterprise could be in clean technology, green technology, alternative energy, energy efficiency, carbon markets or involved in the financing of those things - financial institution, venture fund, private equity fund, asset manager, financial research). It could also be a NGO/not-for-profit. My objective is to get in and get started - this is a long-term plan, so I'm flexible and looking broadly. If the focus of the firm is finance or sustainability but the opportunity uses more of my strategy, sales, marketing, relationship management or general management experience, that's fine as well. I was thinking after we talked that it may be helpful to provide a few examples of positions and/or organizations. Here are a few areas based some recent conversations: - "Product Engineering" of financial or carbon-market products - although this is not the best time to use the words "financial engineering", the need to develop and deploy the market-based instruments that will advance the transition to a lower carbon economy is only going to grow. Product Engineering is the term often used in financial services to cover market or product development roles that connect the people who create these products to the markets, customers and sales people who deploy them. - Business development, market development or strategy for companies creating clean/green products and services. - Business development for companies providing information, research or tools to financial institutions or investors on sustainability. - Shaping, executing or advocating/communicating sustainability strategies for companies affected by climate change. - Developing or executing collaborative initiatives within an industry or between sectors (government/university/NGO/business). I will be calling Bryan Garcia today or tomorrow as well and hope to reach him before coming down on Wednesday. I'll probably want to set up another visit to New Haven so I can have a more in-depth discussion, especially with regard to building connections from the Center to some of the BSAS community interested in this area. Thanks for your interest and help. === My note and Rico's === '''Mine''' Rico, I've been meaning to get to this for a week or two now, so just as well to do it when I've been prompted by your other note. I am plugging away (when I can manage to get out from under family, School Committee, other volunteer and miscellaneous but not terribly profitable business activities) to get myself into a finance-focused position in an enterprise involved with sustainability - clean technology, green technology, carbon markets and/or the financing thereof (financial institution, venture fund, private equity fund, asset manager). If it's something in the financial industry that isn't immediately in sustainability, I'll start there. Similarly, if it's in sustainability/clean technology but uses more of my strategy, sales, marketing, relationship management or general management experience, that's fine as well. This is a long term investment (but I do need a short term payoff in the form of regular employment). As I'm working and networking with people in this space (and I am building connections to a reasonable number of people, some of whom have a fair amount of stature and reach in their respective industries), one of the things that is reinforced is that getting in is probably the hard part. Once I'm in some portion of this space and perform, I will find the growth and future opportunities much easier to navigate. Practically speaking, it's also clear that people with breadth and seniority can more easily identify and suggest opportunities or others to talk with. All that said, I'm hoping we might be able to figure out if there are people in your orbit that would make sense for me to connect with. What I really need is someone I can develop and ongoing relationship with, but those are hard to come by. The other, very specific question, is whether you maintain a relationship (I guess I should qualify that as the right kind of relationship) with one of our classmates, Bill Schnoor. He is the co-chair of the Clean Technologies practice at Goodwin Procter. He joined them in 2005 when Testa Hurwtiz imploded (or exploded, I can't remember which). I can't say I knew him, but I know he was also in your Yale Law class, so I figured it's worth asking. (I'm sure David knows him, but I'm not going there...). '''Rico's:''' Michael. Is the summary below sufficiently accurate for me to pass on (I obviously just cut and paste). __ On a separate note, I wanted to ask a favor. One of my Calhoun College roommates, Michael Greis, is trying to get into a finance-focused position in an enterprise involved with sustainability - clean technology, green technology, carbon markets and/or the financing thereof (financial institution, venture fund, private equity fund, asset manager). If it's something in the financial industry that isn't immediately in sustainability, he'd be interested in that as well. Similarly, if it's in sustainability/clean technology but uses more of his strategy, sales, marketing, relationship management or general management experience, that's fine, too. He's prepared for this career shift after 20+ years at IBM by getting an MS in Finance at BC a few years ago and is pursuing the CFA designation. He lives in Needham and is very active in the community - he is Chair of the School Committee and also founded a collaborative group focused on sustainability in the town. While he would love solid job leads, he is also very interested in connecting with the right people to increase his odds of finding something. Given your Clean Tech expertise/network, I thought you might be helpful to Michael in his job search. He is a remarkably talented guy and could add a great deal of value to any organization. Any thoughts? Might it be possible for Michael to meet you for lunch in Boston? === The Paragraph === From the current resume: Seeking to apply strength in relationship management, breadth of communications capabilities, extensive corporate experience, strong analytical skills and Masters Degree in Finance to financial strategy or business development positions supporting the growth of clean technology companies. Seeking to apply strength in relationship management, breadth of communications capabilities, extensive corporate experience, strong analytical skills and Masters Degree in Finance to * a finance-focused position * addressing climate change and sustainability * technology, finance, policy and behavior change ---- 5umsqfx72gp5zz3um3g3gftsn10rzbs 0 631 1230 2019-10-03T18:56:03Z Greis>Michael 0 Created page with " '''RBA web site posts''' *Articles - aim for substantive content :*How little is enough? *Snap/Autoposter publishes the article on: :*LinkedIn :*Twitter '''LinkedIn posts'..." 1230 wikitext text/x-wiki '''RBA web site posts''' *Articles - aim for substantive content :*How little is enough? *Snap/Autoposter publishes the article on: :*LinkedIn :*Twitter '''LinkedIn posts''' *Short articles and notices *Auto-publish post on Twitter as well :*In the Post Settings button while writing the post, change "Anyone" to "Anyone + Twitter" :*It will then show up on the Rotating Twitter Feeds on the RBA web site '''Tweets''' *Short items - generally from events (with picture) 015se23n9l59t588cpedr7aqmw5uam1 1231 1230 2024-05-24T04:57:41Z Michael 1 1 revision imported 1230 wikitext text/x-wiki '''RBA web site posts''' *Articles - aim for substantive content :*How little is enough? *Snap/Autoposter publishes the article on: :*LinkedIn :*Twitter '''LinkedIn posts''' *Short articles and notices *Auto-publish post on Twitter as well :*In the Post Settings button while writing the post, change "Anyone" to "Anyone + Twitter" :*It will then show up on the Rotating Twitter Feeds on the RBA web site '''Tweets''' *Short items - generally from events (with picture) 015se23n9l59t588cpedr7aqmw5uam1 0 632 1232 2016-02-05T23:36:57Z Greis>Michael 0 Created page with " == Yahoo Finance API == Yahoo finance API information From URL - [http://ichart.finance.yahoo.com] :s = Ticker symbol (^XXX for indexes) :a = From Month (-1?) :b = From Da..." 1232 wikitext text/x-wiki == Yahoo Finance API == Yahoo finance API information From URL - [http://ichart.finance.yahoo.com] :s = Ticker symbol (^XXX for indexes) :a = From Month (-1?) :b = From Day (nn) :c = From Year :d = To Month (-1?) :e = To Day (nn) :f = To Year :g = d for day, m for month, y for yearly ::If necessary, use %5E in place of ^ for indexes - i.e. %5ESPX Eg: 6 months data for Taylor Wimpey: http://ichart.finance.yahoo.com/table.csv?s=TW.L&a=03&b=07&c=2013&d=09&e=04&f=2013 http://ichart.finance.yahoo.com/table.csv?s=TW.L&a=03&b=07&c=2013&d=09&e=04&f=2013 http://ichart.finance.yahoo.com/table.csv?s=^GSPC&a=12&b=31&c=1999&d=01&e=28&f=2016g=d /table.csv?s=FCNTX&a=12&b=31&c=2019&d=12&e=31&f=2015&g=m From URL - [http://finance.yahoo.com] http://finance.yahoo.com/d/quotes.csv?s=AAPL+GOOG+MSFT&f=nab http://finance.yahoo.com/d/quotes.csv?s={SYMBOLS}&f={DATA THAT WE WANT} http://download.finance.yahoo.com/d/quotes.csv?s={SYMBOLS}&f={DATA THAT WE WANT} :?s= ticker :?f= data requested (see http://www.jarloo.com/yahoo_finance/) ink5ue7ftnzyuqyxcugp1hdmub7ul14 1233 1232 2024-05-24T04:57:41Z Michael 1 1 revision imported 1232 wikitext text/x-wiki == Yahoo Finance API == Yahoo finance API information From URL - [http://ichart.finance.yahoo.com] :s = Ticker symbol (^XXX for indexes) :a = From Month (-1?) :b = From Day (nn) :c = From Year :d = To Month (-1?) :e = To Day (nn) :f = To Year :g = d for day, m for month, y for yearly ::If necessary, use %5E in place of ^ for indexes - i.e. %5ESPX Eg: 6 months data for Taylor Wimpey: http://ichart.finance.yahoo.com/table.csv?s=TW.L&a=03&b=07&c=2013&d=09&e=04&f=2013 http://ichart.finance.yahoo.com/table.csv?s=TW.L&a=03&b=07&c=2013&d=09&e=04&f=2013 http://ichart.finance.yahoo.com/table.csv?s=^GSPC&a=12&b=31&c=1999&d=01&e=28&f=2016g=d /table.csv?s=FCNTX&a=12&b=31&c=2019&d=12&e=31&f=2015&g=m From URL - [http://finance.yahoo.com] http://finance.yahoo.com/d/quotes.csv?s=AAPL+GOOG+MSFT&f=nab http://finance.yahoo.com/d/quotes.csv?s={SYMBOLS}&f={DATA THAT WE WANT} http://download.finance.yahoo.com/d/quotes.csv?s={SYMBOLS}&f={DATA THAT WE WANT} :?s= ticker :?f= data requested (see http://www.jarloo.com/yahoo_finance/) ink5ue7ftnzyuqyxcugp1hdmub7ul14 0 633 1234 2020-08-26T17:06:43Z Greis>Michael 0 1234 wikitext text/x-wiki {{hct|2020-08-26}} - Revisiting and refreshing this page and how it is used. *One use is as a repository for intellectual capital I have created. *A second possible use is to track IC work as Projects while underway. Current thinking: *create IC pages where they belong topically (e.g. DoL ERISA 2020 proposed regulations in SI regulatory) *include with a '''topical resource for''' Intellectual Capital property and a '''project status''' property *Add an SMW query so that the active and completed IC projects appear here. Then can use this page to track active projects and cite/use completed ones. {{PageResources}} {{hct|2020-08-26}} - The balance of this page should be reviewed and updated. It was last updated in 2013. Some of the resources are still useful; others should be maintained for archive purposes. *[[Career/Intellectual Capital/Finance|Finance items]] *[[Career/Intellectual Capital/Solar 101|Solar 101]] - Green Needham Solar 101 workshop {{color||2013-03-20}} *[[Career/Intellectual Capital/MA Solar PV Market|Massachusetts Solar PV Market Analysis]] *[[Needham Lyceum Talk]] - January 4, 2009 *[[Beth Shalom Talk]] - October 23, 2009 *[[Energy Efficiency Talk]] - In preparation (10/09) for possible Exchange Club presentation *[[Sustainability/Events|Events]] - Notes from events *[[Career/Intellectual Capital/MMA Panel|MMA Panel]] *[http://www.mindomo.com/view?m=56cc02d6d1f5f1cfd0833b880cb22af6 Clean Energy Mindomo Map] === Existing Material === List of papers, projects for possible use on web site. *Stock Option paper *Biomarker study and papers *MSF papers and projects *Harvard Extension - Jake's classes *School finance == Archive == === Mass Insight Roadmap Study === *[[Mass Insight Roadmap Impact]] WWWB mini-article text: Are any of these ten technologies important to your business? * Advanced materials * Signal processing in electronics and optical systems * Computer sciences * Sensing, optical and electromechanical devices * Environmental sciences * Genomics and proteomics * Disease-related research and drug discovery * Biomedical device technologies * Renewable energy * Nanotechnology fabrication It shouldn’t be surprising if your answer is “yes”. A new study on Massachusetts’ position in the race for national R&D leadership and new economy jobs highlights the strength of the Massachusetts research establishment and points toward collaboration as a key success factor in more effectively translating university-based research into the marketplace. Leaders can take some straightforward steps to take advantage of this rich environment of innovation. ---- [[Category:Career]] 3m2020ow1bcc142ltonyirh52sz8ps3 1235 1234 2024-05-24T04:57:41Z Michael 1 1 revision imported 1234 wikitext text/x-wiki {{hct|2020-08-26}} - Revisiting and refreshing this page and how it is used. *One use is as a repository for intellectual capital I have created. *A second possible use is to track IC work as Projects while underway. Current thinking: *create IC pages where they belong topically (e.g. DoL ERISA 2020 proposed regulations in SI regulatory) *include with a '''topical resource for''' Intellectual Capital property and a '''project status''' property *Add an SMW query so that the active and completed IC projects appear here. Then can use this page to track active projects and cite/use completed ones. {{PageResources}} {{hct|2020-08-26}} - The balance of this page should be reviewed and updated. It was last updated in 2013. Some of the resources are still useful; others should be maintained for archive purposes. *[[Career/Intellectual Capital/Finance|Finance items]] *[[Career/Intellectual Capital/Solar 101|Solar 101]] - Green Needham Solar 101 workshop {{color||2013-03-20}} *[[Career/Intellectual Capital/MA Solar PV Market|Massachusetts Solar PV Market Analysis]] *[[Needham Lyceum Talk]] - January 4, 2009 *[[Beth Shalom Talk]] - October 23, 2009 *[[Energy Efficiency Talk]] - In preparation (10/09) for possible Exchange Club presentation *[[Sustainability/Events|Events]] - Notes from events *[[Career/Intellectual Capital/MMA Panel|MMA Panel]] *[http://www.mindomo.com/view?m=56cc02d6d1f5f1cfd0833b880cb22af6 Clean Energy Mindomo Map] === Existing Material === List of papers, projects for possible use on web site. *Stock Option paper *Biomarker study and papers *MSF papers and projects *Harvard Extension - Jake's classes *School finance == Archive == === Mass Insight Roadmap Study === *[[Mass Insight Roadmap Impact]] WWWB mini-article text: Are any of these ten technologies important to your business? * Advanced materials * Signal processing in electronics and optical systems * Computer sciences * Sensing, optical and electromechanical devices * Environmental sciences * Genomics and proteomics * Disease-related research and drug discovery * Biomedical device technologies * Renewable energy * Nanotechnology fabrication It shouldn’t be surprising if your answer is “yes”. A new study on Massachusetts’ position in the race for national R&D leadership and new economy jobs highlights the strength of the Massachusetts research establishment and points toward collaboration as a key success factor in more effectively translating university-based research into the marketplace. Leaders can take some straightforward steps to take advantage of this rich environment of innovation. ---- [[Category:Career]] 3m2020ow1bcc142ltonyirh52sz8ps3 0 634 1236 2013-08-29T22:58:23Z Greis>Michael 0 Created page with "*Postings on Riverbend Advisors blog Article and post ideas: *[[Career/Intellectual Capital/Finance/Indexes|Indexes]] *Low volatility ----" 1236 wikitext text/x-wiki *Postings on Riverbend Advisors blog Article and post ideas: *[[Career/Intellectual Capital/Finance/Indexes|Indexes]] *Low volatility ---- olkzcylcjq7laxez55xuobnciceo95e 1237 1236 2024-05-24T04:57:41Z Michael 1 1 revision imported 1236 wikitext text/x-wiki *Postings on Riverbend Advisors blog Article and post ideas: *[[Career/Intellectual Capital/Finance/Indexes|Indexes]] *Low volatility ---- olkzcylcjq7laxez55xuobnciceo95e 0 635 1238 2013-08-29T23:01:41Z Greis>Michael 0 Created page with " Four uses/types of index (credit Steve L. for the fourth) *Temperature - DJIA, S&P 500 :*"Led" to benchmark use *Benchmark :*For investors :*For investment managers *Investme..." 1238 wikitext text/x-wiki Four uses/types of index (credit Steve L. for the fourth) *Temperature - DJIA, S&P 500 :*"Led" to benchmark use *Benchmark :*For investors :*For investment managers *Investment - an "investable index" *Behavior - membership :*Sustainable/responsible investing :*Also "clean tech", perhaps some country indexes ---- 4wnh8hfmk7wxsrb5feng7qsxpnlzn6g 1239 1238 2024-05-24T04:57:41Z Michael 1 1 revision imported 1238 wikitext text/x-wiki Four uses/types of index (credit Steve L. for the fourth) *Temperature - DJIA, S&P 500 :*"Led" to benchmark use *Benchmark :*For investors :*For investment managers *Investment - an "investable index" *Behavior - membership :*Sustainable/responsible investing :*Also "clean tech", perhaps some country indexes ---- 4wnh8hfmk7wxsrb5feng7qsxpnlzn6g 0 636 1240 2013-02-13T21:50:05Z Greis>Michael 0 1240 wikitext text/x-wiki == Market Analysis == *Initial analysis captured in spreadsheet on T60 at <tt>c:\career\sustainability\solar\MA Solar Install Projections</tt> *Initial analysis attempts to quantify economic activity resulting from Solar PV market as projected by DoER targets. DoER targets (400 MW installed by 2020, 30% growth per year between 2010-2020) References and Resources: *[http://www.eia.doe.gov/cneaf/electricity/epa/epa_sum.html EIA Electric Power Annual 2008] - Statistical information about electricity generation in the US :*Note: Analysis captured in modified spreadsheets from this site on T60 at <tt>c:\career\sustainability\statistics</tt>, names beginning with "EIA Electric Power 2008" *[http://en.wikipedia.org/wiki/Capacity_factor Wikipedia article] on capacity factor *Credit & Finance Risk Analysis [http://www.credfinrisk.com web site] :*[http://www.credfinrisk.com/solar.html Solar Electricity] - very thorough article financial analysis of solar PV electric power generation *O&M Cost for Solar PV - [http://www.e2.org/ext/doc/RETI_Report_PV_183-190.pdf E2 RETI report] :*Just a point estimate, fixed cost only *O&M cost further analysis :*[http://www.eia.doe.gov/oiaf/aeo/assumption/pdf/electricity.pdf#page=3 EIA report] on Cost and Performance Characteristics of New Central Station Electricity Generating Technologies ::*Estimates about $12/kWh fixed O&M, $0 variable O&M for central station solar PV :*[http://www.renewableenergyworld.com/rea/news/article/2009/10/solar-electric-facility-o-m-now-comes-the-hard-part RE World article]] on solar electric facility O&M *Installation costs - based on circulating information == Presentation Notes == (Initial version for Needham Solar Exploratory Committee - Feb 2013) *History :*2009 - Green Communities Act, Patrick Administration commitment to install 400 MW solar PV :*2009 - First walk-through with local contractor (Chapman) & Chip - 1 MW :*2011 - Brightfields ::*Experience with Landfills and Brownfields ::*Walk-through (Tighe & Bond) and preliminary feasibility analysis ::*2 MW array ::*Meeting with MJG & JW :*Conversations with Planning Board on zoning ::*Model solar by-law :*2011-12 - Green Communities :*Summer 2012 - Kate & Jerry :*Fall 2012 - Selectmen appoint committee *Basic options - rent or buy :*PPA :*Municipal Ownership :*Hybrid *Sources of return :*Sale or use of Electricity (including net metering) :*Relative cost of debt (& equity) financing :*SREC :*Tax credits - corporate owner ::*1603 - through 2011 :*Depreciation ::*MACRS until end of 2013 *Sources of uncertainty/risk :*Financial risks ::*Access to financing ::*SREC pricing uncertainty :*Regulatory risk ::*Macro policy risk - minimal ::*Specific policy risk :::*Net metering cap - raised overall; not an issue for municipal :::*SREC Generation - 400 MW goal ::*Permitting, zoning and regulatory delays :*Operational risk ::*Performance ::*Cap damage/impact ::*Closure/removal ---- 7gcbaipi5ixvnbiq5ejjzhhk6o2vejv 1241 1240 2024-05-24T04:57:41Z Michael 1 1 revision imported 1240 wikitext text/x-wiki == Market Analysis == *Initial analysis captured in spreadsheet on T60 at <tt>c:\career\sustainability\solar\MA Solar Install Projections</tt> *Initial analysis attempts to quantify economic activity resulting from Solar PV market as projected by DoER targets. DoER targets (400 MW installed by 2020, 30% growth per year between 2010-2020) References and Resources: *[http://www.eia.doe.gov/cneaf/electricity/epa/epa_sum.html EIA Electric Power Annual 2008] - Statistical information about electricity generation in the US :*Note: Analysis captured in modified spreadsheets from this site on T60 at <tt>c:\career\sustainability\statistics</tt>, names beginning with "EIA Electric Power 2008" *[http://en.wikipedia.org/wiki/Capacity_factor Wikipedia article] on capacity factor *Credit & Finance Risk Analysis [http://www.credfinrisk.com web site] :*[http://www.credfinrisk.com/solar.html Solar Electricity] - very thorough article financial analysis of solar PV electric power generation *O&M Cost for Solar PV - [http://www.e2.org/ext/doc/RETI_Report_PV_183-190.pdf E2 RETI report] :*Just a point estimate, fixed cost only *O&M cost further analysis :*[http://www.eia.doe.gov/oiaf/aeo/assumption/pdf/electricity.pdf#page=3 EIA report] on Cost and Performance Characteristics of New Central Station Electricity Generating Technologies ::*Estimates about $12/kWh fixed O&M, $0 variable O&M for central station solar PV :*[http://www.renewableenergyworld.com/rea/news/article/2009/10/solar-electric-facility-o-m-now-comes-the-hard-part RE World article]] on solar electric facility O&M *Installation costs - based on circulating information == Presentation Notes == (Initial version for Needham Solar Exploratory Committee - Feb 2013) *History :*2009 - Green Communities Act, Patrick Administration commitment to install 400 MW solar PV :*2009 - First walk-through with local contractor (Chapman) & Chip - 1 MW :*2011 - Brightfields ::*Experience with Landfills and Brownfields ::*Walk-through (Tighe & Bond) and preliminary feasibility analysis ::*2 MW array ::*Meeting with MJG & JW :*Conversations with Planning Board on zoning ::*Model solar by-law :*2011-12 - Green Communities :*Summer 2012 - Kate & Jerry :*Fall 2012 - Selectmen appoint committee *Basic options - rent or buy :*PPA :*Municipal Ownership :*Hybrid *Sources of return :*Sale or use of Electricity (including net metering) :*Relative cost of debt (& equity) financing :*SREC :*Tax credits - corporate owner ::*1603 - through 2011 :*Depreciation ::*MACRS until end of 2013 *Sources of uncertainty/risk :*Financial risks ::*Access to financing ::*SREC pricing uncertainty :*Regulatory risk ::*Macro policy risk - minimal ::*Specific policy risk :::*Net metering cap - raised overall; not an issue for municipal :::*SREC Generation - 400 MW goal ::*Permitting, zoning and regulatory delays :*Operational risk ::*Performance ::*Cap damage/impact ::*Closure/removal ---- 7gcbaipi5ixvnbiq5ejjzhhk6o2vejv 0 637 1242 2012-01-05T15:43:33Z Greis>Michael 0 Created page with 'Structure :*1 1/2 hours :*Bio information for Frank :*Slides by the 17th ::*Energy efficiency Themes: :*Started with LED Streetlights :*Frank - Harvard. Solarize Massachusetts…' 1242 wikitext text/x-wiki Structure :*1 1/2 hours :*Bio information for Frank :*Slides by the 17th ::*Energy efficiency Themes: :*Started with LED Streetlights :*Frank - Harvard. Solarize Massachusetts. Got price down to $4/watt. ::*Solar garden :*MG - Bigger picture - collaborations, mutually supporting :*Broader :*Don't let vendors set the agenda - you have the leverage en4kaoi1gdte1oa6lr1czg2nnkimdtn 1243 1242 2024-05-24T04:57:41Z Michael 1 1 revision imported 1242 wikitext text/x-wiki Structure :*1 1/2 hours :*Bio information for Frank :*Slides by the 17th ::*Energy efficiency Themes: :*Started with LED Streetlights :*Frank - Harvard. Solarize Massachusetts. Got price down to $4/watt. ::*Solar garden :*MG - Bigger picture - collaborations, mutually supporting :*Broader :*Don't let vendors set the agenda - you have the leverage en4kaoi1gdte1oa6lr1czg2nnkimdtn 0 638 1244 2013-03-16T19:31:25Z Greis>Michael 0 /* Notes */ 1244 wikitext text/x-wiki == Session Outline == Disclaimer slide? This is an educational presentation. It is designed to provide accurate and authoritative information on the subject matter covered. It is provided with the understanding the neither Green Needham nor the presenters are engaged in rendering legal, accounting, tax, investment,(financial) or other expert advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought. == Slides - Purchase vs. PPA == Two ways to get solar PV on your roof: *Purchase the system *Enter into a Power Purchase Agreement (PPA) :*You can think of this as "buying" versus "leasing" but...it's not a lease Compare/contrast? '''Purchase''' *Costs: :*Capital investment to buy & install system :*May have maintenance contract cost after warranty period :*Repairs after warranty expiration *Revenues: :*Tax credits & rebates/incentives :*Cost savings/avoided costs/free electricity :*Funds from sale of SRECs '''PPA''' *Costs: :*Homeowner makes small or no upfront financial investment :*Homeowner pays for the electricity generated by the system *Revenues: :*Difference between: ::*the cost of electricity from the Solar PV system and the cost of electricity from the utility Financial bottom line: the financial benefits (and risks) are aligned with the financial investment. PPA: :*Homeowner typically puts no money down :*Homeowner enters into a contract to buy power from the system owner for an extended period (10 years or longer) :*Homeowner's financial benefit - paying less for power over a long period :*A 3rd party (installer, parent or another company) owns the system...and the risks Bottom Line: :*The investment the homeowner makes is less and the risks are less for a PPA :*But so are the financial benefits == Slide - Steps in the process == *Design *Engineer *Install *Finance *Ownership *Harvest *Insure *Monitor *Maintain Details on separate slides or elsewhere in the presentation... *Design :*Evaluate the site, design and specify the size and location of the system *Engineer :*Choose components (panels, racking, inverter), assess roof structure and electric system interconnect, etc. *Install :*Obtain local permits, purchase equipment, physical installation and grid interconnection *Finance :*PPA - Contractor provide PPA agreement, terms & conditions. Homeowner commits to lease roof & buy electricity :*Purchase - Cash, loans or seller-obtained financing *Ownership :*PPA - The company specified in the PPA :*Purchase - Homeowner *Harvest :*Value of the electricity generated :*Revenue from SRECs *Insure *Monitor *Maintain == Slide - Understanding your electricity bill == *Image of bill *Electric industry restructuring beginning in mid-1990's :*Decoupling - Regulated utilities no longer generate electricity :*Merchant or 3rd party power providers, generators, :*Supply is deregulated :*Delivery is still a regulated monopoly *Electricity price history :*3% inflation in MA retail electric rates since 1990 :*Since 2008 ::*Supply -38% -9%/year ::*Transmission & Distribution +41% +7%/year *Peak Load *Recent trends :*Energy Efficiency - our "first" fuel ::*Chart from recent RR - what EE has replaced :*Cost of fuel - commodity volatility :*Natural Gas *Future trends :*Additional costs of transmissions and distribution as the grid is upgraded ::*Replacement of aging infrastructure ::*New and additional long-distance transmission ::*"Smart" grid ::*Hardening and resilience of dstribution system - climate change :*Variable or time-of-day pricing == Slide - What drives the economics? == *Cost of installed system :*Cost of Equipment - 1/2 and going lower ::*Modules & Panels - sharp drop ::*Inverters, racks, etc. *"Balance of System costs" or "Cost Stack" :*Marketing & sales :*Planning, design, engineering :*Permitting :*Installation :*Monitoring and maintenance *Incentives, - tax credits, rebates :*Federal Tax Credit - 230% *Cost of Installation :*Not going down fast enough :* == Slide: SREC program == == Slide: What to look out for == PPA: *Assumed increase in the cost of electricity from the utility over the term of the PPA *Is there an escalator in your payment? *What are your options at end of term? :*Extension/Renewal; Removal; Upgrade; Purchase Purchase: *Consider several scenarios for price of electricity *Consider several scenarios for SREC payments (especially important) *Maintenance and monitoring contract == Notes == Notes, links and other research: *Solar City [http://www.solarcity.com/downloads/SolarCity_Residential-Solar-PPA-Contract_sample.pdf sample contract] :*Solar City [http://blog.solarcity.com/?p=271 Top 5 Contract tips] - started contract notes somewhere ? *[http://www.greentechmedia.com/articles/read/sunrun-class-action-complaint SunRun class action suit filed] by unhappy customer - {{color||2013-02-13}} ::*Alleges over-aggressive financial assumptions for electricity price escalation ::* Material found in Solar 101 research of use elsewhere: :*[http://blogs.wsj.com/corporate-intelligence/2012/12/13/after-the-ipo-what-lies-ahead-for-solar-city/ After the IPO, what lies ahead for Solar City] - WSJ {{color||2012-12-13}} ::*NB: Doesn't Rico do work for SolarCity? Tax Credits and Incentives: *[http://www.irs.gov/pub/irs-pdf/f5695.pdf IRS Form 5695] - ---- dr3kvzwu8ujrvgxyllhb7ugwsk83bce 1245 1244 2024-05-24T04:57:41Z Michael 1 1 revision imported 1244 wikitext text/x-wiki == Session Outline == Disclaimer slide? This is an educational presentation. It is designed to provide accurate and authoritative information on the subject matter covered. It is provided with the understanding the neither Green Needham nor the presenters are engaged in rendering legal, accounting, tax, investment,(financial) or other expert advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought. == Slides - Purchase vs. PPA == Two ways to get solar PV on your roof: *Purchase the system *Enter into a Power Purchase Agreement (PPA) :*You can think of this as "buying" versus "leasing" but...it's not a lease Compare/contrast? '''Purchase''' *Costs: :*Capital investment to buy & install system :*May have maintenance contract cost after warranty period :*Repairs after warranty expiration *Revenues: :*Tax credits & rebates/incentives :*Cost savings/avoided costs/free electricity :*Funds from sale of SRECs '''PPA''' *Costs: :*Homeowner makes small or no upfront financial investment :*Homeowner pays for the electricity generated by the system *Revenues: :*Difference between: ::*the cost of electricity from the Solar PV system and the cost of electricity from the utility Financial bottom line: the financial benefits (and risks) are aligned with the financial investment. PPA: :*Homeowner typically puts no money down :*Homeowner enters into a contract to buy power from the system owner for an extended period (10 years or longer) :*Homeowner's financial benefit - paying less for power over a long period :*A 3rd party (installer, parent or another company) owns the system...and the risks Bottom Line: :*The investment the homeowner makes is less and the risks are less for a PPA :*But so are the financial benefits == Slide - Steps in the process == *Design *Engineer *Install *Finance *Ownership *Harvest *Insure *Monitor *Maintain Details on separate slides or elsewhere in the presentation... *Design :*Evaluate the site, design and specify the size and location of the system *Engineer :*Choose components (panels, racking, inverter), assess roof structure and electric system interconnect, etc. *Install :*Obtain local permits, purchase equipment, physical installation and grid interconnection *Finance :*PPA - Contractor provide PPA agreement, terms & conditions. Homeowner commits to lease roof & buy electricity :*Purchase - Cash, loans or seller-obtained financing *Ownership :*PPA - The company specified in the PPA :*Purchase - Homeowner *Harvest :*Value of the electricity generated :*Revenue from SRECs *Insure *Monitor *Maintain == Slide - Understanding your electricity bill == *Image of bill *Electric industry restructuring beginning in mid-1990's :*Decoupling - Regulated utilities no longer generate electricity :*Merchant or 3rd party power providers, generators, :*Supply is deregulated :*Delivery is still a regulated monopoly *Electricity price history :*3% inflation in MA retail electric rates since 1990 :*Since 2008 ::*Supply -38% -9%/year ::*Transmission & Distribution +41% +7%/year *Peak Load *Recent trends :*Energy Efficiency - our "first" fuel ::*Chart from recent RR - what EE has replaced :*Cost of fuel - commodity volatility :*Natural Gas *Future trends :*Additional costs of transmissions and distribution as the grid is upgraded ::*Replacement of aging infrastructure ::*New and additional long-distance transmission ::*"Smart" grid ::*Hardening and resilience of dstribution system - climate change :*Variable or time-of-day pricing == Slide - What drives the economics? == *Cost of installed system :*Cost of Equipment - 1/2 and going lower ::*Modules & Panels - sharp drop ::*Inverters, racks, etc. *"Balance of System costs" or "Cost Stack" :*Marketing & sales :*Planning, design, engineering :*Permitting :*Installation :*Monitoring and maintenance *Incentives, - tax credits, rebates :*Federal Tax Credit - 230% *Cost of Installation :*Not going down fast enough :* == Slide: SREC program == == Slide: What to look out for == PPA: *Assumed increase in the cost of electricity from the utility over the term of the PPA *Is there an escalator in your payment? *What are your options at end of term? :*Extension/Renewal; Removal; Upgrade; Purchase Purchase: *Consider several scenarios for price of electricity *Consider several scenarios for SREC payments (especially important) *Maintenance and monitoring contract == Notes == Notes, links and other research: *Solar City [http://www.solarcity.com/downloads/SolarCity_Residential-Solar-PPA-Contract_sample.pdf sample contract] :*Solar City [http://blog.solarcity.com/?p=271 Top 5 Contract tips] - started contract notes somewhere ? *[http://www.greentechmedia.com/articles/read/sunrun-class-action-complaint SunRun class action suit filed] by unhappy customer - {{color||2013-02-13}} ::*Alleges over-aggressive financial assumptions for electricity price escalation ::* Material found in Solar 101 research of use elsewhere: :*[http://blogs.wsj.com/corporate-intelligence/2012/12/13/after-the-ipo-what-lies-ahead-for-solar-city/ After the IPO, what lies ahead for Solar City] - WSJ {{color||2012-12-13}} ::*NB: Doesn't Rico do work for SolarCity? Tax Credits and Incentives: *[http://www.irs.gov/pub/irs-pdf/f5695.pdf IRS Form 5695] - ---- dr3kvzwu8ujrvgxyllhb7ugwsk83bce 0 639 1246 2017-01-09T21:32:29Z Greis>Michael 0 1246 wikitext text/x-wiki *[https://firms.finra.org/firm-gateway FINRA Firm Gateway] - Account access for IARD and CRD filings, e-billing account :Firm: '''DBA Riverbend Advisors''' :Firm ID: '''286363 :Credentials: '''mgreis/gpg82RBA''' :IA Representative CRD# '''6741527''' *For help with the IARD system, call the IARD Help Center at {{hfn|240 386-4848}} :*IARD [https://www.iard.com/help-training Help & Training page] *FINRA [http://www.finra.org/industry/small-firms information for small firms] *MA Secretary of State [http://www.sec.state.ma.us/sct/sctlic/licidx.htm RICE pages] *NASAA (State Securities Administrators Association) [http://www.nasaa.org/industry-resources/investment-advisers/ resources for Investment Advisors] :*NASAA [http://www.nasaa.org/industry-resources/uniform-forms/form-adv/ Information Page] for Form ADV :*NASAA Investment Advisor requirements for [http://www.nasaa.org/industry-resources/investment-advisers/ia-switch-resources/state-investment-adviser-registration-information/massachusetts/ Massachusetts] *SEC [https://adviserinfo.sec.gov/ Investment Advisor search] *Information on [http://www.ria-compliance-consultants.com/faq_investment_adviser_investment_advisor_solicitor_referral_arrangements.html Solicitor Referral Arrangements] provided by RIA Compliance Consultants == IA Registration Status == *Complete New Organization Super Account Administrator (SAA)& FINRA Entitlement Agreement (FEA) - {{color||Done 2016-12-14}} :*{{hfn|FINRA SAA FEA Michael J Greis.pdf|ff=monospace}} submitted electronically to ''entsupport@finra.org'' :*FINRA SAA Account Established - Organization #'''286363''' *User self-registration - granted user authority to self to submit forms {{color||Done 2016-12-29}} *Draft '''Form ADV''' for IA Registration {{color||Done 2016-12-29}} *Draft '''Part 2 - Brochure''' - to be completed after filing is submitted? :*Have downloaded instructions :*Do not need brochure at this point because have no clients :*Prepare brochure for submission regardless *Request funding to e-bill account - '''$350''' {{color||Done 2016-12-29}} :*From Needham Bank account :*Funds will be available for form submission {{color||2016-12-30}} *[http://www.sec.state.ma.us/sct/sctcori/cori.htm CORI Acknowledgement] form {{color||Done 2016-12-29}} :*{{hfn||MSD-iCori-Form mjgreis signed.pdf}} e-mailed to ''cori@sec.state.ma.us'' *Notarized version of CORI Acknowledgement form to MA {{color||Done 2017-01-03}} :*{{hfn||CORI-Acknowledgement MJ Greis.pdf}} e-mailed to ''richard.etienne@state.ma.us'' *Draft '''Form U4''' if IA Representative registration {{color||Done 2016-12-29}} :*IAR registration must be completed for each executive officer and control person in the IA firm '''To be done:''' *Add additional funds to Needham Bank *Transmit additional $150 to IARD for U4r *Contact CFA Institute to request that my certification status be transmitted to FINRA. :'''Ref:''' [http://www.finra.org/industry/web-crd/crd-faq-qualifications FINRA web site] :'''Submitted''' {{hfn||1-23737635697}} to CFA Institute Help Desk {{color||2016-01-07}} *Submit completed form U4 - {{color||Target: 2017-01-10}} *Submit Part 2 (Brochure) == State Registration == MA Secretary of State [http://www.sec.state.ma.us/sct/sctlic/licidx.htm RICE pages] (Registration, Inspections, Compliance and Examination) *Details on who must register (BD, IA, IA Rep) *Fees - $300/year for IA firm; $50/year for IAR Requirements: *File form ADV (Investment Advisor (IA) firm) electronically and pay $300 registration fee through the IARD system *File form U4 (Investment Advisors Represenative (IAR)) and pay $50 registration fee through the CRD system *Financial requirements if have discretionary authority - none if holding less than ($25m?) in client accounts *Evidence of meeting the qualification criteria (CFA) through the CRD system *CORI authorization === Registration Exceptions === {{color||2016-12-21}} - Planned work for Arabesque qualifies under below exception (E) *Will register as IA regardless for future activities General Laws of Massachusetts: [https://www.sec.state.ma.us/sct/sctreg/regidx.htm Chapter 110A] - Uniform Securities Act. *Investment Advisor definition (Section 410) :(m) 'Investment adviser' means any person who, for compensation, engages in the business of advising others, either directly or through publications or writings, as to value of securities or as to the advisability of investing in, purchasing, or selling securities, or who, for compensation and as a part of a regular business, issues or promulgates analyses or reports concerning securities. 'Investment adviser' also includes financial planners and other persons who, as an integral component of other financially related services, provide the foregoing investment advisory services to others for compensation and as a part of a business or who hold themselves out as providing the foregoing investment advisory services to others for compensation. 'Investment adviser' shall not include: *Exceptions (Section 410(m)) :(E) a person whose only clients in this state are federal covered advisers, other investment advisers, broker-dealers, banks, savings institutions, trust companies, insurance companies, investment companies as defined in the Investment Company Act of 1940, employee benefit plans with assets of not less than $5,000,000, governmental agencies or instrumentalities, or other financial institutions or institutional buyers, whether acting for themselves or as trustees with investment control; izpnyuouu9sjjerldhehiykgatck43l 1247 1246 2024-05-24T04:57:41Z Michael 1 1 revision imported 1246 wikitext text/x-wiki *[https://firms.finra.org/firm-gateway FINRA Firm Gateway] - Account access for IARD and CRD filings, e-billing account :Firm: '''DBA Riverbend Advisors''' :Firm ID: '''286363 :Credentials: '''mgreis/gpg82RBA''' :IA Representative CRD# '''6741527''' *For help with the IARD system, call the IARD Help Center at {{hfn|240 386-4848}} :*IARD [https://www.iard.com/help-training Help & Training page] *FINRA [http://www.finra.org/industry/small-firms information for small firms] *MA Secretary of State [http://www.sec.state.ma.us/sct/sctlic/licidx.htm RICE pages] *NASAA (State Securities Administrators Association) [http://www.nasaa.org/industry-resources/investment-advisers/ resources for Investment Advisors] :*NASAA [http://www.nasaa.org/industry-resources/uniform-forms/form-adv/ Information Page] for Form ADV :*NASAA Investment Advisor requirements for [http://www.nasaa.org/industry-resources/investment-advisers/ia-switch-resources/state-investment-adviser-registration-information/massachusetts/ Massachusetts] *SEC [https://adviserinfo.sec.gov/ Investment Advisor search] *Information on [http://www.ria-compliance-consultants.com/faq_investment_adviser_investment_advisor_solicitor_referral_arrangements.html Solicitor Referral Arrangements] provided by RIA Compliance Consultants == IA Registration Status == *Complete New Organization Super Account Administrator (SAA)& FINRA Entitlement Agreement (FEA) - {{color||Done 2016-12-14}} :*{{hfn|FINRA SAA FEA Michael J Greis.pdf|ff=monospace}} submitted electronically to ''entsupport@finra.org'' :*FINRA SAA Account Established - Organization #'''286363''' *User self-registration - granted user authority to self to submit forms {{color||Done 2016-12-29}} *Draft '''Form ADV''' for IA Registration {{color||Done 2016-12-29}} *Draft '''Part 2 - Brochure''' - to be completed after filing is submitted? :*Have downloaded instructions :*Do not need brochure at this point because have no clients :*Prepare brochure for submission regardless *Request funding to e-bill account - '''$350''' {{color||Done 2016-12-29}} :*From Needham Bank account :*Funds will be available for form submission {{color||2016-12-30}} *[http://www.sec.state.ma.us/sct/sctcori/cori.htm CORI Acknowledgement] form {{color||Done 2016-12-29}} :*{{hfn||MSD-iCori-Form mjgreis signed.pdf}} e-mailed to ''cori@sec.state.ma.us'' *Notarized version of CORI Acknowledgement form to MA {{color||Done 2017-01-03}} :*{{hfn||CORI-Acknowledgement MJ Greis.pdf}} e-mailed to ''richard.etienne@state.ma.us'' *Draft '''Form U4''' if IA Representative registration {{color||Done 2016-12-29}} :*IAR registration must be completed for each executive officer and control person in the IA firm '''To be done:''' *Add additional funds to Needham Bank *Transmit additional $150 to IARD for U4r *Contact CFA Institute to request that my certification status be transmitted to FINRA. :'''Ref:''' [http://www.finra.org/industry/web-crd/crd-faq-qualifications FINRA web site] :'''Submitted''' {{hfn||1-23737635697}} to CFA Institute Help Desk {{color||2016-01-07}} *Submit completed form U4 - {{color||Target: 2017-01-10}} *Submit Part 2 (Brochure) == State Registration == MA Secretary of State [http://www.sec.state.ma.us/sct/sctlic/licidx.htm RICE pages] (Registration, Inspections, Compliance and Examination) *Details on who must register (BD, IA, IA Rep) *Fees - $300/year for IA firm; $50/year for IAR Requirements: *File form ADV (Investment Advisor (IA) firm) electronically and pay $300 registration fee through the IARD system *File form U4 (Investment Advisors Represenative (IAR)) and pay $50 registration fee through the CRD system *Financial requirements if have discretionary authority - none if holding less than ($25m?) in client accounts *Evidence of meeting the qualification criteria (CFA) through the CRD system *CORI authorization === Registration Exceptions === {{color||2016-12-21}} - Planned work for Arabesque qualifies under below exception (E) *Will register as IA regardless for future activities General Laws of Massachusetts: [https://www.sec.state.ma.us/sct/sctreg/regidx.htm Chapter 110A] - Uniform Securities Act. *Investment Advisor definition (Section 410) :(m) 'Investment adviser' means any person who, for compensation, engages in the business of advising others, either directly or through publications or writings, as to value of securities or as to the advisability of investing in, purchasing, or selling securities, or who, for compensation and as a part of a regular business, issues or promulgates analyses or reports concerning securities. 'Investment adviser' also includes financial planners and other persons who, as an integral component of other financially related services, provide the foregoing investment advisory services to others for compensation and as a part of a business or who hold themselves out as providing the foregoing investment advisory services to others for compensation. 'Investment adviser' shall not include: *Exceptions (Section 410(m)) :(E) a person whose only clients in this state are federal covered advisers, other investment advisers, broker-dealers, banks, savings institutions, trust companies, insurance companies, investment companies as defined in the Investment Company Act of 1940, employee benefit plans with assets of not less than $5,000,000, governmental agencies or instrumentalities, or other financial institutions or institutional buyers, whether acting for themselves or as trustees with investment control; izpnyuouu9sjjerldhehiykgatck43l 0 640 1248 2020-09-04T20:29:49Z Greis>Michael 0 Created page with "This is a new page which we will then delete." 1248 wikitext text/x-wiki This is a new page which we will then delete. p65usrtlyn1rdhap9h1bf808s21egsa 1249 1248 2024-05-24T04:57:41Z Michael 1 1 revision imported 1248 wikitext text/x-wiki This is a new page which we will then delete. p65usrtlyn1rdhap9h1bf808s21egsa 0 641 1250 2013-03-20T18:35:23Z Greis>Michael 0 Created page with "== Archive == {{color||2012-07-17}} - following sections contain data from previous active use of this page in 2008-09. Uses tables to create easily viewed and sorted layouts..." 1250 wikitext text/x-wiki == Archive == {{color||2012-07-17}} - following sections contain data from previous active use of this page in 2008-09. Uses tables to create easily viewed and sorted layouts. Use this again? === 2008-09 Active List === {| {{table}} <!-- Header row --> |- !style="background:#ffdead;" | LN !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Most Recent !style="background:#ffdead;" | Comment <!-- Content row --> {{CC|Michael|Slemmer|The Collaborative|Setting up call|1/21/09|W}} {{CC|Brad|Gentry|Yale|Waiting for response...call|12/8/08|W}} {{CC|Rick|Hess|Konarka|Waiting for reply on German companies|12/15/08|W}} {{CC|John|Minahan|New England Pension Consultants|Check follow-up|8/25/08|F}} {{CC|Rob|McAndrew|Chicago Climate Exchange|Follow-up to discuss opportunities market|12/17/08|W}} {{CC|Karina|Funk|Winslow Green|Follow-up from Cheryl Smith||-}} {{CC|Ken|Swan|Lee Munder Capital|Follow-up from 3/12 meeting|4/11/08|-}} {{CC|Bob|Culver|Mass Development|Set up a meeting|6/22/04|-}} {{CC|David|Sloan|Holland & Knight|Reconnect|12/23/08|W}} {{CC|Robert|Wilson|TIAX|Saw at MHTC Clean Energy 3/26|3/26/08|-}} {{CC|Scott|Weston|Cooley Godward Kronish|Met at MHTC Clean Energy 3/26|4/10/08|-}} <!-- End of table --> |} === Check-in List === {| {{table}} <!-- Header row --> |- !style="background:#ffdead;" | LN !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Most Recent !style="background:#ffdead;" | Comment <!-- Content row --> {{CC|Dan|Bakal|Ceres|Keep in touch. Look for postings.|5/20/08|-}} {{CC|Damon|Barglow|Eastern Investment Advisors|BSAS Lubber session|1/8/09|-}} {{CC|Abi|Barrow|UMass Tech Transfer Center||12/23/08|A}} {{CC|Gayle|Buff|Buff Capital|Will meet 8/29|8/13/08|S}} {{CC|Phil|Giudice|DOER||12/18/08|-}} {{CC|Leslie|Greis|Perennial Capital Advisors|Sent check-in note|3/24/08|W}} {{CC|Tom|Kuh|KLD|Check-in note|12/15/08|-}} {{CC|Steve|Lydenberg|Domini Social Investments| |8/22/08|-}} {{CC|Bruce|Johnstone|Fidelity Investments||2/18/08|-}} {{CC|Hayes|Miller|Baring Asset Management|BSAS Jack Ciesielski session|1/15/09|-}} {{CC|Jon|Tamkin|Tamkin & Hochberg||8/8/08|-}} {{CC|Steve|Winig|MIT|Setting up lunch|1/5/09|-}} {{CC|David|Wood|BC IRI||7/28/08|}} {{CC|Sean|Rush|JA Worldwide|Send him names of specific companies|3/25/08|-}} <!-- End of table --> |} === People to add to lists === From BASIC list: *Shelly Alpern - Director, ESG Research & Shareholder Engagement, Trillium Asset Management Corporation salpern@trilliuminvest.com *[http://www.waldenassetmgmt.com/about/cushing.html Mark Cushing] - Walden Asset Mgmt., CFA, BSAS, was at IBM in 80's. Walden is a division of Boston Trust (shared staff). (617) 726-7362, mcushing@bostontrust.com *Jack Robinson *Michelle Savage *David Blaszkowski *Katie Sherrerd - was at CFA Institute, ref Gayle *Chris Argyrople *Dorr Begnal *Debbie Belt *Bob Dickie *Jeff Heisler *Peter van Amson *David Spieler *Ben Belinsky - ref David Sloan (also H&K - MMA Financial, synthetics) - perhaps contact for Clean Technology *Jerry Sikorsky - ref David Sloan, Washington Office, Government Practice == Archive List == {| {{table}} <!-- Header row --> |- !style="background:#ffdead;" | LN !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Most Recent !style="background:#ffdead;" | Comment <!-- Content row --> {{CC|Roy|Ballentine|Ballentine, Finn|||-}} {{CC|Molly|Drake|Fiduciary Trust||2/27/08|-}} {{CC|Donna|Heyman|Bank of America|Didn't respond to request for Clean tech contact|3/27/08|-}} {{CC|Danny|Sarch|Leitner Sarch|Resume suggestions|2/19/08|-}} {{CC|John|Thorndike|Retired|Friend of Bill Okerman|3/1/08|-}} <!-- Content row --> {{CC|James|Taylor|TSB Securities|Discussed Wealth Management start-up|4/14/08|-}} <!-- Content row --> {{CC|Pran|Tiku|Peak Financial|Contacted about posting|3/1/08|-}} <!-- End of table --> |} <center> See [[Test Tables]] for other sample tables originally created for this page. </center> ---- nr3rggr946hlip7nzyhb6821746eqjc 1251 1250 2024-05-24T04:57:41Z Michael 1 1 revision imported 1250 wikitext text/x-wiki == Archive == {{color||2012-07-17}} - following sections contain data from previous active use of this page in 2008-09. Uses tables to create easily viewed and sorted layouts. Use this again? === 2008-09 Active List === {| {{table}} <!-- Header row --> |- !style="background:#ffdead;" | LN !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Most Recent !style="background:#ffdead;" | Comment <!-- Content row --> {{CC|Michael|Slemmer|The Collaborative|Setting up call|1/21/09|W}} {{CC|Brad|Gentry|Yale|Waiting for response...call|12/8/08|W}} {{CC|Rick|Hess|Konarka|Waiting for reply on German companies|12/15/08|W}} {{CC|John|Minahan|New England Pension Consultants|Check follow-up|8/25/08|F}} {{CC|Rob|McAndrew|Chicago Climate Exchange|Follow-up to discuss opportunities market|12/17/08|W}} {{CC|Karina|Funk|Winslow Green|Follow-up from Cheryl Smith||-}} {{CC|Ken|Swan|Lee Munder Capital|Follow-up from 3/12 meeting|4/11/08|-}} {{CC|Bob|Culver|Mass Development|Set up a meeting|6/22/04|-}} {{CC|David|Sloan|Holland & Knight|Reconnect|12/23/08|W}} {{CC|Robert|Wilson|TIAX|Saw at MHTC Clean Energy 3/26|3/26/08|-}} {{CC|Scott|Weston|Cooley Godward Kronish|Met at MHTC Clean Energy 3/26|4/10/08|-}} <!-- End of table --> |} === Check-in List === {| {{table}} <!-- Header row --> |- !style="background:#ffdead;" | LN !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Most Recent !style="background:#ffdead;" | Comment <!-- Content row --> {{CC|Dan|Bakal|Ceres|Keep in touch. Look for postings.|5/20/08|-}} {{CC|Damon|Barglow|Eastern Investment Advisors|BSAS Lubber session|1/8/09|-}} {{CC|Abi|Barrow|UMass Tech Transfer Center||12/23/08|A}} {{CC|Gayle|Buff|Buff Capital|Will meet 8/29|8/13/08|S}} {{CC|Phil|Giudice|DOER||12/18/08|-}} {{CC|Leslie|Greis|Perennial Capital Advisors|Sent check-in note|3/24/08|W}} {{CC|Tom|Kuh|KLD|Check-in note|12/15/08|-}} {{CC|Steve|Lydenberg|Domini Social Investments| |8/22/08|-}} {{CC|Bruce|Johnstone|Fidelity Investments||2/18/08|-}} {{CC|Hayes|Miller|Baring Asset Management|BSAS Jack Ciesielski session|1/15/09|-}} {{CC|Jon|Tamkin|Tamkin & Hochberg||8/8/08|-}} {{CC|Steve|Winig|MIT|Setting up lunch|1/5/09|-}} {{CC|David|Wood|BC IRI||7/28/08|}} {{CC|Sean|Rush|JA Worldwide|Send him names of specific companies|3/25/08|-}} <!-- End of table --> |} === People to add to lists === From BASIC list: *Shelly Alpern - Director, ESG Research & Shareholder Engagement, Trillium Asset Management Corporation salpern@trilliuminvest.com *[http://www.waldenassetmgmt.com/about/cushing.html Mark Cushing] - Walden Asset Mgmt., CFA, BSAS, was at IBM in 80's. Walden is a division of Boston Trust (shared staff). (617) 726-7362, mcushing@bostontrust.com *Jack Robinson *Michelle Savage *David Blaszkowski *Katie Sherrerd - was at CFA Institute, ref Gayle *Chris Argyrople *Dorr Begnal *Debbie Belt *Bob Dickie *Jeff Heisler *Peter van Amson *David Spieler *Ben Belinsky - ref David Sloan (also H&K - MMA Financial, synthetics) - perhaps contact for Clean Technology *Jerry Sikorsky - ref David Sloan, Washington Office, Government Practice == Archive List == {| {{table}} <!-- Header row --> |- !style="background:#ffdead;" | LN !style="background:#ffdead;" | Name !style="background:#ffdead;" | Organization !style="background:#ffdead;" | Most Recent !style="background:#ffdead;" | Comment <!-- Content row --> {{CC|Roy|Ballentine|Ballentine, Finn|||-}} {{CC|Molly|Drake|Fiduciary Trust||2/27/08|-}} {{CC|Donna|Heyman|Bank of America|Didn't respond to request for Clean tech contact|3/27/08|-}} {{CC|Danny|Sarch|Leitner Sarch|Resume suggestions|2/19/08|-}} {{CC|John|Thorndike|Retired|Friend of Bill Okerman|3/1/08|-}} <!-- Content row --> {{CC|James|Taylor|TSB Securities|Discussed Wealth Management start-up|4/14/08|-}} <!-- Content row --> {{CC|Pran|Tiku|Peak Financial|Contacted about posting|3/1/08|-}} <!-- End of table --> |} <center> See [[Test Tables]] for other sample tables originally created for this page. </center> ---- nr3rggr946hlip7nzyhb6821746eqjc 0 642 1252 2019-03-23T18:02:03Z Greis>Michael 0 1252 wikitext text/x-wiki == Glory ideas for resume and letter text == Snippets recorded 2019-02-19 For the last 10 years, I have established myself as a subject matter expert in Sustainable Investing and have become a recognized leader in advocacy and training within the profession. Seminar series started at CFA Institute brought the issues in SI to (estimated number) of professionals....blah, blah, blah....certification design process SASB thing...and have been called up by other CFA Societies to similarly bring the matter to the attention of their professionals...there. In the course of my 30-year business career, I have had the opportunity to / establish expterise in / demonstrate success as manager/business developer, communicator between different stakeholders...bringing together stakeholders for a common purpose I can leverage my wide range of experience in multiple venus or in broad ways....focused experience....to address your specific need...specific need...I look forward to talking to you. == Notice of intent == {{hct||2017-10-23}} - for use in e-mails/communications with my network Having helped move mainstreaming along over the last several years as an independent consultant, I'm seeing what we have all been working toward - greater uptake by institutions and greater demand from clients. The opportunity going forward is within institutions serving those clients. So now is the best time for me to make that transition. As I'm talking with prospects, I want to be sure I'm best representing my strengths and anticipate questions. ow how important it is to match my strengths to their needs, and to anticipate and address From mindfulness coach: *We invariably devolve toward the negative *We never present that *We always say, "this is great, I want it to be better" Sent to Molly Karlson: As I'm starting to have substantive conversations, I would particularly value your advice. ("Why me?", you ask with a sigh...). You are ideally positioned to take the perspective of a firm bringing someone on board to develop, implement and integrate ESG for the firm and its customers. I know you are not actually bringing someone on board. That's fine - in fact, you can be more candid in offering advice on how to best position myself and what factors would be most important to you. == Archive == === 2016-02-10 === From a note to Dulari Pancholi at NEPC: Anything new and exciting at NEPC this year? I would like to generate a more robust two-way flow of information on sustainable investing with investment consultants this year - to accelerate the mainstreaming trend and to open up additional professional opportunities, either project or position based. 5b5esci2o0j7ucz79kepg8l3d3fvwb9 1253 1252 2024-05-24T04:57:41Z Michael 1 1 revision imported 1252 wikitext text/x-wiki == Glory ideas for resume and letter text == Snippets recorded 2019-02-19 For the last 10 years, I have established myself as a subject matter expert in Sustainable Investing and have become a recognized leader in advocacy and training within the profession. Seminar series started at CFA Institute brought the issues in SI to (estimated number) of professionals....blah, blah, blah....certification design process SASB thing...and have been called up by other CFA Societies to similarly bring the matter to the attention of their professionals...there. In the course of my 30-year business career, I have had the opportunity to / establish expterise in / demonstrate success as manager/business developer, communicator between different stakeholders...bringing together stakeholders for a common purpose I can leverage my wide range of experience in multiple venus or in broad ways....focused experience....to address your specific need...specific need...I look forward to talking to you. == Notice of intent == {{hct||2017-10-23}} - for use in e-mails/communications with my network Having helped move mainstreaming along over the last several years as an independent consultant, I'm seeing what we have all been working toward - greater uptake by institutions and greater demand from clients. The opportunity going forward is within institutions serving those clients. So now is the best time for me to make that transition. As I'm talking with prospects, I want to be sure I'm best representing my strengths and anticipate questions. ow how important it is to match my strengths to their needs, and to anticipate and address From mindfulness coach: *We invariably devolve toward the negative *We never present that *We always say, "this is great, I want it to be better" Sent to Molly Karlson: As I'm starting to have substantive conversations, I would particularly value your advice. ("Why me?", you ask with a sigh...). You are ideally positioned to take the perspective of a firm bringing someone on board to develop, implement and integrate ESG for the firm and its customers. I know you are not actually bringing someone on board. That's fine - in fact, you can be more candid in offering advice on how to best position myself and what factors would be most important to you. == Archive == === 2016-02-10 === From a note to Dulari Pancholi at NEPC: Anything new and exciting at NEPC this year? I would like to generate a more robust two-way flow of information on sustainable investing with investment consultants this year - to accelerate the mainstreaming trend and to open up additional professional opportunities, either project or position based. 5b5esci2o0j7ucz79kepg8l3d3fvwb9 0 643 1254 2018-11-29T22:40:41Z Greis>Michael 0 /* Clean Energy and Sustainability */ 1254 wikitext text/x-wiki == [https://www.linkedin.com LinkedIn] == Premium member with access to career and job features Set up job agents to search for local sustainability, renewable energy and sustainable investing positions. Updated {{hct|2017-08-03}} *Jobs in 02494 :*Industries: Financial Services, Investment Management, Venture Capital & Private Equity, Capital Markets, nvestment Banking :*Level: Mid-Senior level, Director, Executive :*Posted: Past Month :*Salary: $100,000+ *Jobs in 02494 Needham Heights :*Add detail - covers renewables & energy opportunities *Jobs in 02494 Needham Heights (2nd with that name) :*Add detail {{hct|bg=inherit|2017-06}} - [https://www.linkedin.com/help/linkedin/cases/23304987 Issue with job agents] *Not able to set names for the agents - names are generic and can't tell them apart *Is a feature request (seems pretty basic to me) == Industry and Professional sites == === Sustainable Investing === *[https://careers.cfainstitute.org CFA Institute Career Center] :*Resume posted - latest update '''4/24/17''' :*Search agents enabled *[http://www.bsas.org/jobbank/default.aspx BSAS Job Board] *[http://www.efinancialcareers.com/myefc.htm eFinancialCareers] :*Resume(s) posted - latest update '''10/23/12''' with '''January 2012''' version of resume :*Search agents enabled *[http://www.socialinvest.org/resources/jobs/ Social Investment Forum] :*No resume submission or search agent capability *[http://www.bostonsri.org/jobs.html BASIC Job Board] *[http://jobs.thegiin.org/ Impact Investing positions] - from GIIN === Clean Energy and Sustainability === *[http://www.necec.org/about/career-workforce-development.html NECEC Career Development site] *[http://greensearchpartner.com/jobs/ Green Search Partner] - Retained search firm *[http://www.sustainablebusiness.com/index.cfm/go/greendreamjobs.about Green Dream Jobs] - Sustainable Business Job Board :*2012 - Found NEEP listing there in October; Environment America listing in November *[http://www.environmentjobs.com/job_search/job_search_results.asp Environment Jobs] at StopDodo.com :*Last checked online '''2013-03-15''' *[http://jobs.renewableenergyworld.com Renewable Energy World Jobs] :*Resumes(s) posted - latest update '''6/24/10''' :*Search agents enabled == Career sites and job search engines == *[http://www.linkedin.com LinkedIn] :*Last checked online {{color||2013-03-05}} :*[[Career/Online/LinkedIn|Saved searches]] created *[http://www.monster.com Monster.com] :*Resume(s) posted - latest update '''12/16/09''' (mgreis@comcast.net/gpg8rdsx) :*Created search agent '''local_wide_net''' - many industries, many job types, within 20 miles ::*e-mail alert weekly ::*Annoying features - Inline and slide-up ads making browsing results painful. Too many 3rd parties. == Company sites == *Sites listed below are those with online career accounts. *[[Career/Online/Sites|This page]] is a listing of company sites with job listings and when (if ever) they have been checked. === Financial === *[http://bnymellon.taleo.net/careersection/6/joblist.ftl BNY Mellon] :*Registered: mgreis/gpg8rdsx :*Search agents enabled :*Last checked '''3/24/10''' *[http://www.statestreet.com/company/careers/job_opportunities.html State Street] :*Registered: mgreis/g8rdsx *[https://www.ssga.com/global/en/about-us/careers/career-overview.html SSgA] *[http://careers.thomsonreuters.com/JobSearch/Default.aspx?keyword= Thomson Reuters] :*Registered: mgreis/g8rdsx :*Search agent enabled :*Last checked '''1/11/10''' *[http://careers.mercer.com/talentcommunity/login/ Mercer Investment Consulting] :*Registered: mjg@riverbendadvisors.com/g8rdsx :*Search agent enable - MA jobs :*Last checked '''2011-11-14''' - nothing relevant either locally or posted as "any location" === Sustainability === *[https://rmirror03.nstar.com/psc/recruiting/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?& NStar] :*Checked '''2011-11-14''' - nothing in last month? :*Seems odd - saw EE jobs recently somewhere? *[http://careers.deloitte.com/united-states/experienced-professionals/opportunities.aspx Deloitte] :*Last checked '''2011-11-14''' - ::*Many positions, but all highly specific skill sets - no fit :*Talked with them about Carbon Management position in late 2010? through contacts met at Boston-area sessions. Interviewed, but not hired. *[https://careers.peopleclick.com/careerscp/client_philips/external/en/registration.do Philips Lighting] :*Last checked - '''1/4/10''' :*Resume updated '''1/4/10''' :*Registered e-mail/g8rdsx :*Search agent enabled (weekly for Lighting) :*Other info: ::*Lumiled (HQ San Jose) === University and NFP Sites === *[http://hrweb.mit.edu/staffing/ MIT Career Site] :*Last checked '''3/24/10''' :*Resume posted - latest update '''1/4/10''' == Archive sites == *[http://jobs.cleanedge.com/ CleanEdge Jobs] :*{{color||2011-11-14}} - Job board no longer available :*Last checked online '''2011-09-09''' :*mjg@riverbendadvisors.com/g8rdsx :*Map of job locations :*Limited number of Boston-area jobs (2 as of 12/09; 2 on 9/9/11) ---- [[Category:Career]] 3xgfnrvb3sxmwvgmidnu40slv5qul9y 1255 1254 2024-05-24T04:57:41Z Michael 1 1 revision imported 1254 wikitext text/x-wiki == [https://www.linkedin.com LinkedIn] == Premium member with access to career and job features Set up job agents to search for local sustainability, renewable energy and sustainable investing positions. Updated {{hct|2017-08-03}} *Jobs in 02494 :*Industries: Financial Services, Investment Management, Venture Capital & Private Equity, Capital Markets, nvestment Banking :*Level: Mid-Senior level, Director, Executive :*Posted: Past Month :*Salary: $100,000+ *Jobs in 02494 Needham Heights :*Add detail - covers renewables & energy opportunities *Jobs in 02494 Needham Heights (2nd with that name) :*Add detail {{hct|bg=inherit|2017-06}} - [https://www.linkedin.com/help/linkedin/cases/23304987 Issue with job agents] *Not able to set names for the agents - names are generic and can't tell them apart *Is a feature request (seems pretty basic to me) == Industry and Professional sites == === Sustainable Investing === *[https://careers.cfainstitute.org CFA Institute Career Center] :*Resume posted - latest update '''4/24/17''' :*Search agents enabled *[http://www.bsas.org/jobbank/default.aspx BSAS Job Board] *[http://www.efinancialcareers.com/myefc.htm eFinancialCareers] :*Resume(s) posted - latest update '''10/23/12''' with '''January 2012''' version of resume :*Search agents enabled *[http://www.socialinvest.org/resources/jobs/ Social Investment Forum] :*No resume submission or search agent capability *[http://www.bostonsri.org/jobs.html BASIC Job Board] *[http://jobs.thegiin.org/ Impact Investing positions] - from GIIN === Clean Energy and Sustainability === *[http://www.necec.org/about/career-workforce-development.html NECEC Career Development site] *[http://greensearchpartner.com/jobs/ Green Search Partner] - Retained search firm *[http://www.sustainablebusiness.com/index.cfm/go/greendreamjobs.about Green Dream Jobs] - Sustainable Business Job Board :*2012 - Found NEEP listing there in October; Environment America listing in November *[http://www.environmentjobs.com/job_search/job_search_results.asp Environment Jobs] at StopDodo.com :*Last checked online '''2013-03-15''' *[http://jobs.renewableenergyworld.com Renewable Energy World Jobs] :*Resumes(s) posted - latest update '''6/24/10''' :*Search agents enabled == Career sites and job search engines == *[http://www.linkedin.com LinkedIn] :*Last checked online {{color||2013-03-05}} :*[[Career/Online/LinkedIn|Saved searches]] created *[http://www.monster.com Monster.com] :*Resume(s) posted - latest update '''12/16/09''' (mgreis@comcast.net/gpg8rdsx) :*Created search agent '''local_wide_net''' - many industries, many job types, within 20 miles ::*e-mail alert weekly ::*Annoying features - Inline and slide-up ads making browsing results painful. Too many 3rd parties. == Company sites == *Sites listed below are those with online career accounts. *[[Career/Online/Sites|This page]] is a listing of company sites with job listings and when (if ever) they have been checked. === Financial === *[http://bnymellon.taleo.net/careersection/6/joblist.ftl BNY Mellon] :*Registered: mgreis/gpg8rdsx :*Search agents enabled :*Last checked '''3/24/10''' *[http://www.statestreet.com/company/careers/job_opportunities.html State Street] :*Registered: mgreis/g8rdsx *[https://www.ssga.com/global/en/about-us/careers/career-overview.html SSgA] *[http://careers.thomsonreuters.com/JobSearch/Default.aspx?keyword= Thomson Reuters] :*Registered: mgreis/g8rdsx :*Search agent enabled :*Last checked '''1/11/10''' *[http://careers.mercer.com/talentcommunity/login/ Mercer Investment Consulting] :*Registered: mjg@riverbendadvisors.com/g8rdsx :*Search agent enable - MA jobs :*Last checked '''2011-11-14''' - nothing relevant either locally or posted as "any location" === Sustainability === *[https://rmirror03.nstar.com/psc/recruiting/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?& NStar] :*Checked '''2011-11-14''' - nothing in last month? :*Seems odd - saw EE jobs recently somewhere? *[http://careers.deloitte.com/united-states/experienced-professionals/opportunities.aspx Deloitte] :*Last checked '''2011-11-14''' - ::*Many positions, but all highly specific skill sets - no fit :*Talked with them about Carbon Management position in late 2010? through contacts met at Boston-area sessions. Interviewed, but not hired. *[https://careers.peopleclick.com/careerscp/client_philips/external/en/registration.do Philips Lighting] :*Last checked - '''1/4/10''' :*Resume updated '''1/4/10''' :*Registered e-mail/g8rdsx :*Search agent enabled (weekly for Lighting) :*Other info: ::*Lumiled (HQ San Jose) === University and NFP Sites === *[http://hrweb.mit.edu/staffing/ MIT Career Site] :*Last checked '''3/24/10''' :*Resume posted - latest update '''1/4/10''' == Archive sites == *[http://jobs.cleanedge.com/ CleanEdge Jobs] :*{{color||2011-11-14}} - Job board no longer available :*Last checked online '''2011-09-09''' :*mjg@riverbendadvisors.com/g8rdsx :*Map of job locations :*Limited number of Boston-area jobs (2 as of 12/09; 2 on 9/9/11) ---- [[Category:Career]] 3xgfnrvb3sxmwvgmidnu40slv5qul9y 0 644 1256 2012-07-03T19:40:26Z Greis>Michael 0 Created page with ' *Location within 35 miles of 02494 *Positions posted '''within last 14 days''' *Sustainability searches run '''daily''', others '''weekly''' (Numbers are the jobs found when th…' 1256 wikitext text/x-wiki *Location within 35 miles of 02494 *Positions posted '''within last 14 days''' *Sustainability searches run '''daily''', others '''weekly''' (Numbers are the jobs found when the search was created in 2012-07-03) == Sustainability all functions == *Industries :*Renewables & Environment (34) :*Utilities (20) :*Oil & Energy (49) :*Environmental Services (28) *Level :*Executive :*Director :*Mid-Senior == Sustainability selected fns == *Functions :*Information Technology (13) :*Business Development (12) :*Consulting (12) :*Sales (12) :*Other (11) :*Project Management (10) :*Marketing (7) :*Finance (6) :*Analyst (4) :*General Business (0) :*Management (4) :*Product Management (2) :*Strategy/Planning (3) *Industries :*Renewables & Environment (34) :*Utilities (20) :*Oil & Energy (49) :*Environmental Services (28) *Level :*Executive :*Director :*Mid-Senior == FS broad function == *Functions :*Finance (35) :*Sales (16) :*Business Development (15) :*Analyst (11) :*Marketing (10) :*Consulting (8) :*Management (6) :*Product Management (2) :*Project Management (7) *Industries :*Financial Services (62) :*Investment Banking (3) :*Banking (26) :*Investment Management (9) :*Venture Capital & Private Equity (2) :*Capital Markets (3) :*International Trade and Development (0) *Level :*Executive :*Director :*Mid-Senior :*Associate == Specialty Industries all fn == *Industries :*Import and Export (0) :*Primary/Secondary Education (1) :*Public Policy (0) :*Education Management (13) :*E-Learning (13) :*Higher Education (13) :*Government Relations (0) :*Civic & Social Organization (0) :*Philanthropy (0) :*Think Tanks (0) :*Government Administration (6) :*Nonprofit Organization Management (13) :*Executive Office (0) *Level :*Executive :*Director :*Mid-Senior == Info Tech == *Functions :*Business Development :*Management *Industries :*Computer Software (36) :*Information Technology and Services (17) :*Internet (9) :*Computer Hardware (7) :*Computer Games (0) :*Computer Networking (8) :*Telecommunications (5) :*Information Services (4) :*Computer & Network Security (4) *Level :*Executive :*Director :*Mid-Senior ---- 51vin3gu4tktbsgfky2sx3x3o2ftsjj 1257 1256 2024-05-24T04:57:41Z Michael 1 1 revision imported 1256 wikitext text/x-wiki *Location within 35 miles of 02494 *Positions posted '''within last 14 days''' *Sustainability searches run '''daily''', others '''weekly''' (Numbers are the jobs found when the search was created in 2012-07-03) == Sustainability all functions == *Industries :*Renewables & Environment (34) :*Utilities (20) :*Oil & Energy (49) :*Environmental Services (28) *Level :*Executive :*Director :*Mid-Senior == Sustainability selected fns == *Functions :*Information Technology (13) :*Business Development (12) :*Consulting (12) :*Sales (12) :*Other (11) :*Project Management (10) :*Marketing (7) :*Finance (6) :*Analyst (4) :*General Business (0) :*Management (4) :*Product Management (2) :*Strategy/Planning (3) *Industries :*Renewables & Environment (34) :*Utilities (20) :*Oil & Energy (49) :*Environmental Services (28) *Level :*Executive :*Director :*Mid-Senior == FS broad function == *Functions :*Finance (35) :*Sales (16) :*Business Development (15) :*Analyst (11) :*Marketing (10) :*Consulting (8) :*Management (6) :*Product Management (2) :*Project Management (7) *Industries :*Financial Services (62) :*Investment Banking (3) :*Banking (26) :*Investment Management (9) :*Venture Capital & Private Equity (2) :*Capital Markets (3) :*International Trade and Development (0) *Level :*Executive :*Director :*Mid-Senior :*Associate == Specialty Industries all fn == *Industries :*Import and Export (0) :*Primary/Secondary Education (1) :*Public Policy (0) :*Education Management (13) :*E-Learning (13) :*Higher Education (13) :*Government Relations (0) :*Civic & Social Organization (0) :*Philanthropy (0) :*Think Tanks (0) :*Government Administration (6) :*Nonprofit Organization Management (13) :*Executive Office (0) *Level :*Executive :*Director :*Mid-Senior == Info Tech == *Functions :*Business Development :*Management *Industries :*Computer Software (36) :*Information Technology and Services (17) :*Internet (9) :*Computer Hardware (7) :*Computer Games (0) :*Computer Networking (8) :*Telecommunications (5) :*Information Services (4) :*Computer & Network Security (4) *Level :*Executive :*Director :*Mid-Senior ---- 51vin3gu4tktbsgfky2sx3x3o2ftsjj 0 645 1258 2011-09-09T21:19:59Z Greis>Michael 0 1258 wikitext text/x-wiki *[http://careers.deloitte.com/united-states/experienced-professionals/experienced.aspx Deloitte Experienced Professionals] - '''9/9/11''' :*Search: keyword "Sustainability"; Location MA ; Service FAS (also ERM) *[http://www.ptc.com/company/employment/careers.htm PTC] - {{color||3/24/10}} :*Getting postings from job agent :*See [[Companies/PTC|Company entry for PTC]] :*Networking with Howard Heppelmann on future opportunities in his product analytics BU *[http://www.enernoc.com/about/join-our-team.php Enernoc] - '''3/24/10''' :*Contact - Valerie Bennett, vbennett@enernoc.com, 617-535-7451 :*Trying to network with Mat Tuttelman on Carbon Solutions... :*3-24-10 - BusDevMgr for Energy Efficiency openings *[http://careers.ameresco.com/ Ameresco] - '''3/24/10''' :*3-24-10 - Account Executive, Energy Services & Renewables *[http://www.candidatemanager.net/CM/micro/searchform.aspx?mid=YUAZF&SCH=DWGT A123 Systems] - '''6/28/10''' :*[http://www.candidatemanager.net/cm/Micro/JobDetails.aspx?&mid=YUAZF&sid=BCXFAZ&jid=FBFFYU&site=A123 Program Manager], Government Contracts - 6/28/10 ::*Full-time relationship manager for DoE projects ::*I have the skills and relevant transferable experience, but not the direct experience. :*Public Relations Manager - 3/24/10 ? *[http://www.beaconpower.com Beacon Power]- '''6/28/10''' :*No relevant postings (3 total) - 6/28/10 :*3-24-10: No job postings or search capability :*Resume to hr@beaconpower.com *[http://www.boston-power.com/careers Boston Power] - '''6/28/10''' :*Job openings listed on site :*6-28-10: No relevant positions. Call for engineering background for Technical Product Marketing Manager position :*3/24/10 - Some high-level sales management openings I probably wouldn't be competitive for, but indicate growth *[http://jobs-csg.icims.com/jobs/intro Conservation Services Group] - '''6/28/10''' ::*Do have login capability :*6-28-10 - One marketing position, reqs focused on advertising/marketing background :*1/4/10 - Apply for [http://jobs-csg.icims.com/jobs/1466/job Director of Professional Services]? (overseeing software implementations) - No *[http://www.firstwind.com/aboutFirstWind/jobs.cfm First Wind] - '''3/24/10''' ::*Job openings listed on site :*6-28-10: About 10 positions, none a fit :*3-24-10 ::*Applied on site for [[Career/Opportunities/First Wind Development Manager|Development Manager]] position ::*Director of Project Finance - a position I want to get to *[http://www.nationalgridus.com/aboutus/a2-3_careers.asp National Grid] - '''6/28/10''' :*6-28-10: Handful of MA listings, nothing relevant *[http://www.nuvera.com/careers/careers.php Nuvera] - '''1/4/10''' :*Fuel cells - probably only sales opportunities *[https://svbank.ats.hrsmart.com/welcome.html Silicon Valley Bank] *[http://www.ze-gen.com/ Ze-gen] - '''6/28/10''' :*6-28-10: Tech positions only (about 5) ---- [[Category:Career]] 5b85lznr004huvzpzuprnl2fw85i03k 1259 1258 2024-05-24T04:57:41Z Michael 1 1 revision imported 1258 wikitext text/x-wiki *[http://careers.deloitte.com/united-states/experienced-professionals/experienced.aspx Deloitte Experienced Professionals] - '''9/9/11''' :*Search: keyword "Sustainability"; Location MA ; Service FAS (also ERM) *[http://www.ptc.com/company/employment/careers.htm PTC] - {{color||3/24/10}} :*Getting postings from job agent :*See [[Companies/PTC|Company entry for PTC]] :*Networking with Howard Heppelmann on future opportunities in his product analytics BU *[http://www.enernoc.com/about/join-our-team.php Enernoc] - '''3/24/10''' :*Contact - Valerie Bennett, vbennett@enernoc.com, 617-535-7451 :*Trying to network with Mat Tuttelman on Carbon Solutions... :*3-24-10 - BusDevMgr for Energy Efficiency openings *[http://careers.ameresco.com/ Ameresco] - '''3/24/10''' :*3-24-10 - Account Executive, Energy Services & Renewables *[http://www.candidatemanager.net/CM/micro/searchform.aspx?mid=YUAZF&SCH=DWGT A123 Systems] - '''6/28/10''' :*[http://www.candidatemanager.net/cm/Micro/JobDetails.aspx?&mid=YUAZF&sid=BCXFAZ&jid=FBFFYU&site=A123 Program Manager], Government Contracts - 6/28/10 ::*Full-time relationship manager for DoE projects ::*I have the skills and relevant transferable experience, but not the direct experience. :*Public Relations Manager - 3/24/10 ? *[http://www.beaconpower.com Beacon Power]- '''6/28/10''' :*No relevant postings (3 total) - 6/28/10 :*3-24-10: No job postings or search capability :*Resume to hr@beaconpower.com *[http://www.boston-power.com/careers Boston Power] - '''6/28/10''' :*Job openings listed on site :*6-28-10: No relevant positions. Call for engineering background for Technical Product Marketing Manager position :*3/24/10 - Some high-level sales management openings I probably wouldn't be competitive for, but indicate growth *[http://jobs-csg.icims.com/jobs/intro Conservation Services Group] - '''6/28/10''' ::*Do have login capability :*6-28-10 - One marketing position, reqs focused on advertising/marketing background :*1/4/10 - Apply for [http://jobs-csg.icims.com/jobs/1466/job Director of Professional Services]? (overseeing software implementations) - No *[http://www.firstwind.com/aboutFirstWind/jobs.cfm First Wind] - '''3/24/10''' ::*Job openings listed on site :*6-28-10: About 10 positions, none a fit :*3-24-10 ::*Applied on site for [[Career/Opportunities/First Wind Development Manager|Development Manager]] position ::*Director of Project Finance - a position I want to get to *[http://www.nationalgridus.com/aboutus/a2-3_careers.asp National Grid] - '''6/28/10''' :*6-28-10: Handful of MA listings, nothing relevant *[http://www.nuvera.com/careers/careers.php Nuvera] - '''1/4/10''' :*Fuel cells - probably only sales opportunities *[https://svbank.ats.hrsmart.com/welcome.html Silicon Valley Bank] *[http://www.ze-gen.com/ Ze-gen] - '''6/28/10''' :*6-28-10: Tech positions only (about 5) ---- [[Category:Career]] 5b85lznr004huvzpzuprnl2fw85i03k 0 646 1260 2019-07-10T13:26:27Z Greis>Michael 0 1260 wikitext text/x-wiki __NOTOC__ <inputbox> type=create default=Career/Opportunities/ preload=Career/Opportunities/OpportunityTemplate </inputbox> == Active Opportunities == {{#ask: [[activity type::job opening]] [[project status::active]] | ?shortname = | ?opportunity status = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = none | format = ul | columns = 1 | userparam = Open Opportunities }} === Follow-up === == Archived - Past and Closed Opportunities == {{#ask: [[activity type::job opening]] [[project status::closed]] | ?shortname = | ?opportunity status = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = none | format = ul | columns = 1 | sort = activity date | order = desc | userparam = Closed Opportunities (recent) }} === 2016 and earlier === *[[Career/Opportunities/Archive|Archive]] of previous opportunities ---- [[Category:Career]] 8q85x8ttbtgahl7j6i1mwx0d2mko7m6 1261 1260 2024-05-24T04:57:42Z Michael 1 1 revision imported 1260 wikitext text/x-wiki __NOTOC__ <inputbox> type=create default=Career/Opportunities/ preload=Career/Opportunities/OpportunityTemplate </inputbox> == Active Opportunities == {{#ask: [[activity type::job opening]] [[project status::active]] | ?shortname = | ?opportunity status = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = none | format = ul | columns = 1 | userparam = Open Opportunities }} === Follow-up === == Archived - Past and Closed Opportunities == {{#ask: [[activity type::job opening]] [[project status::closed]] | ?shortname = | ?opportunity status = | template = ListQueryOutput | introtemplate = ProjectParentPageHeading | link = none | format = ul | columns = 1 | sort = activity date | order = desc | userparam = Closed Opportunities (recent) }} === 2016 and earlier === *[[Career/Opportunities/Archive|Archive]] of previous opportunities ---- [[Category:Career]] 8q85x8ttbtgahl7j6i1mwx0d2mko7m6 0 647 1262 2013-08-28T18:47:54Z Greis>Michael 0 1262 wikitext text/x-wiki Positions in '''bold''' (the ones in blue are links) are worth pursuing *'''[[Career/Opportunities/Business Development Hult|Business Development Manager]]''', Hult International Business School :*Interesting school with sustainability interests - definitely worth pursuing '''[https://2xrecruit.kenexa.com/kr/cc/jsp/public/landingPage.jsf?id=61B88F9EABFA9D2E3CC8796DA4DBCAD8CA3DE054F2098DF2A690ED33646860AC&initcc=true Tufts]''' :*Did a search on selected departments, full-time. 4 hits :*Glory suggested 4 :*Results below *'''Special Projects Administrator''', Office of VP for Research (Req 1961) ::The Special Projects Administrator will work directly with the Vice Provost to help provide strategic direction to the OVPR and to ensure management and administrative functions support and strengthen the OVPR's mission by managing the OVPR's special projects and initiatives. This position will influence new research administration processes, policies and services by conducting research and analysis to help identify, develop, communicate and implement new processes, policies, and services. This individual is responsible for conducting benchmarking, gathering, analyzing, and synthesizing regulatory and other information into cohesive reporting documents. This person will consult with the Vice Provost on formulating and evaluating special projects; will manage special projects as assigned by the Vice Provost; represent the Vice Provost at committee and other meetings; act as a department resource for all administrative matters; resolve problems and direct concerns to appropriate personnel; act as a liaison between the Vice Provost and key employees; and write, edit and create communications and presentations on behalf of the Vice Provost and the OVPR. *Senior Project Manager - Office of the VP for Operations (Req 2075) ::*Looking for current project manager *University Budget Director (Req 1989) ::*Will hire someone currently in similar position - Executive Recruiter involved *BUSINESS ANALYST - Office of Institutional Research & Evaluation (Req 2068) ::*Lower-level specialist position - not worthwile *PROGRAM ADMINISTRATOR - Center for STEM Diversity (Req 2103) ::*Lower-level position for which you would hire a recent minority engineering grad '''[https://careers.brandeis.edu Brandeis]''' :*The three you found are all interesting. Although higher level, they allow for someone with outside experience (and I have that and experience with universities) :*Applying to all three might not send the right message. Absent an internal contact, we should prioritize these. *'''[https://careers.brandeis.edu/psp/CAREERS/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_JOB_DTL&Action=A&JobOpeningId=521600&SiteId=1&PostingSeq=1 Executive Director]''', Perlmutter Institute (Req 521600) ::A skilled business professional with 20+ years of leadership experience in the public or private sector (consulting, finance, public agency), preferably possessing a PhD, DBA, MBA or other relevant advanced degree. ::She/he will have had extensive experience working with international corporations and agencies, and interacting with senior executives. The ability to apply an entrepreneurial focus will be critical. *'''[https://careers.brandeis.edu/psp/CAREERS/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_JOB_DTL&Action=A&JobOpeningId=521939&SiteId=1&PostingSeq=1 Senior Administrative Dean]''', International Business School (Req 521939) ::Oversee the school’s functional departments – Admissions, Career Development, Technology & Capital Projects, and Marketing & Communications – advancing their goals of recruiting high quality students, developing their academic and professional lives to optimize their career and internship outcomes, and raising the visibility and overall impact of the school. ::Seasoned professional with at least 20 years of experience and a record of achievement in senior management positions with an operational focus. Previous work in this capacity in the higher educational sector is highly desirable, though not essential if the candidate has gained applicable skills and knowledge from other sectors. *'''[https://careers.brandeis.edu/psp/CAREERS/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_JOB_DTL&Action=A&JobOpeningId=521898&SiteId=1&PostingSeq=1 Associate Provost for Administration and Finance]''' (Req 521898) ::responsible for administrative and financial oversight for all non-school units reporting to the Provost, coordination of the University’s annual budget process through the Integrated Planning and Budget Committee chaired by the Provost, and working with the VP for Planning and Institutional Research on academic space, faculty data, and re-accreditation. '''[https://sjobs.brassring.com/TGWebHost/home.aspx Harvard]''' :*My ID mgreis@comcast.net / g8rdsx :*Glory's ID for saved jobs - gpgreis@gmail.com / Sanjuro39 Several in job cart. :*Research Admin IV Post-Award, Office for Sponsored Programs - team and process management :*Financial Analyst III - typical FA job :*Senior Director, Program Delivery, Kennedy School Executive Education :*Director, Digital Initiative, HBS :*Director of Financial Planning and Analysis, HBS Financial Office ::quickly learn institutional methodologies and history. Five to seven years of experience in financial analysis, modeling and budget management in a large, complex, top quality service organization(s). Advanced degree (MBA or other) strongly preferred. Experience in higher education, and in Harvard specifically, a plus. '''[https://www7.bc.edu/erecruit/index.html Boston College]''' *[http://www.bc.edu/content/bc/offices/hr/applicants/jobopps/app-process-ext.html Application process] *Nothing as of {{color||2013-08-28}} '''UMass Boston''' :*Have not yet searched site *[http://umb.interviewexchange.com/jobofferdetails.jsp?JOBID=41182&CNTRNO=7&TSTMP=1376505932535 Asst. Director of Financial Management], Office Vice Provost for Research and Graduate Studies :* Mid-level with specific operational experience desired - not a good fit '''Simmons College''' :*Search turned up no appropriate jobs 8jeafloh448s14x537d9ncn2mejn62p 1263 1262 2024-05-24T04:57:42Z Michael 1 1 revision imported 1262 wikitext text/x-wiki Positions in '''bold''' (the ones in blue are links) are worth pursuing *'''[[Career/Opportunities/Business Development Hult|Business Development Manager]]''', Hult International Business School :*Interesting school with sustainability interests - definitely worth pursuing '''[https://2xrecruit.kenexa.com/kr/cc/jsp/public/landingPage.jsf?id=61B88F9EABFA9D2E3CC8796DA4DBCAD8CA3DE054F2098DF2A690ED33646860AC&initcc=true Tufts]''' :*Did a search on selected departments, full-time. 4 hits :*Glory suggested 4 :*Results below *'''Special Projects Administrator''', Office of VP for Research (Req 1961) ::The Special Projects Administrator will work directly with the Vice Provost to help provide strategic direction to the OVPR and to ensure management and administrative functions support and strengthen the OVPR's mission by managing the OVPR's special projects and initiatives. This position will influence new research administration processes, policies and services by conducting research and analysis to help identify, develop, communicate and implement new processes, policies, and services. This individual is responsible for conducting benchmarking, gathering, analyzing, and synthesizing regulatory and other information into cohesive reporting documents. This person will consult with the Vice Provost on formulating and evaluating special projects; will manage special projects as assigned by the Vice Provost; represent the Vice Provost at committee and other meetings; act as a department resource for all administrative matters; resolve problems and direct concerns to appropriate personnel; act as a liaison between the Vice Provost and key employees; and write, edit and create communications and presentations on behalf of the Vice Provost and the OVPR. *Senior Project Manager - Office of the VP for Operations (Req 2075) ::*Looking for current project manager *University Budget Director (Req 1989) ::*Will hire someone currently in similar position - Executive Recruiter involved *BUSINESS ANALYST - Office of Institutional Research & Evaluation (Req 2068) ::*Lower-level specialist position - not worthwile *PROGRAM ADMINISTRATOR - Center for STEM Diversity (Req 2103) ::*Lower-level position for which you would hire a recent minority engineering grad '''[https://careers.brandeis.edu Brandeis]''' :*The three you found are all interesting. Although higher level, they allow for someone with outside experience (and I have that and experience with universities) :*Applying to all three might not send the right message. Absent an internal contact, we should prioritize these. *'''[https://careers.brandeis.edu/psp/CAREERS/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_JOB_DTL&Action=A&JobOpeningId=521600&SiteId=1&PostingSeq=1 Executive Director]''', Perlmutter Institute (Req 521600) ::A skilled business professional with 20+ years of leadership experience in the public or private sector (consulting, finance, public agency), preferably possessing a PhD, DBA, MBA or other relevant advanced degree. ::She/he will have had extensive experience working with international corporations and agencies, and interacting with senior executives. The ability to apply an entrepreneurial focus will be critical. *'''[https://careers.brandeis.edu/psp/CAREERS/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_JOB_DTL&Action=A&JobOpeningId=521939&SiteId=1&PostingSeq=1 Senior Administrative Dean]''', International Business School (Req 521939) ::Oversee the school’s functional departments – Admissions, Career Development, Technology & Capital Projects, and Marketing & Communications – advancing their goals of recruiting high quality students, developing their academic and professional lives to optimize their career and internship outcomes, and raising the visibility and overall impact of the school. ::Seasoned professional with at least 20 years of experience and a record of achievement in senior management positions with an operational focus. Previous work in this capacity in the higher educational sector is highly desirable, though not essential if the candidate has gained applicable skills and knowledge from other sectors. *'''[https://careers.brandeis.edu/psp/CAREERS/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_JOB_DTL&Action=A&JobOpeningId=521898&SiteId=1&PostingSeq=1 Associate Provost for Administration and Finance]''' (Req 521898) ::responsible for administrative and financial oversight for all non-school units reporting to the Provost, coordination of the University’s annual budget process through the Integrated Planning and Budget Committee chaired by the Provost, and working with the VP for Planning and Institutional Research on academic space, faculty data, and re-accreditation. '''[https://sjobs.brassring.com/TGWebHost/home.aspx Harvard]''' :*My ID mgreis@comcast.net / g8rdsx :*Glory's ID for saved jobs - gpgreis@gmail.com / Sanjuro39 Several in job cart. :*Research Admin IV Post-Award, Office for Sponsored Programs - team and process management :*Financial Analyst III - typical FA job :*Senior Director, Program Delivery, Kennedy School Executive Education :*Director, Digital Initiative, HBS :*Director of Financial Planning and Analysis, HBS Financial Office ::quickly learn institutional methodologies and history. Five to seven years of experience in financial analysis, modeling and budget management in a large, complex, top quality service organization(s). Advanced degree (MBA or other) strongly preferred. Experience in higher education, and in Harvard specifically, a plus. '''[https://www7.bc.edu/erecruit/index.html Boston College]''' *[http://www.bc.edu/content/bc/offices/hr/applicants/jobopps/app-process-ext.html Application process] *Nothing as of {{color||2013-08-28}} '''UMass Boston''' :*Have not yet searched site *[http://umb.interviewexchange.com/jobofferdetails.jsp?JOBID=41182&CNTRNO=7&TSTMP=1376505932535 Asst. Director of Financial Management], Office Vice Provost for Research and Graduate Studies :* Mid-level with specific operational experience desired - not a good fit '''Simmons College''' :*Search turned up no appropriate jobs 8jeafloh448s14x537d9ncn2mejn62p 0 648 1264 2012-11-19T21:26:50Z Greis>Michael 0 /* Posting */ 1264 wikitext text/x-wiki __NOTOC__ *Applied - No :*Resume - ''' ''' :*Cover Letter - ''' ''' Not likely to be competitive - is a non-profit CEO position. Interesting for detailed list of desired characteristics and skills *[[Career/Opportunities/ABL Executive Director/Notes|Notes]] *Posting :*[http://www.linkedin.com/jobs?viewJob=&jobId=3833353&srchIndex=15&trk=njsrch_hits&goback=.fjd_3245041_2_true_*2_*2_*2_*2_*2_*2_*2_*2_*2 LinkedIn] :*September, 2012 === Posting === Job Description The Alliance is currently seeking a new Executive Director, reporting to the board of directors. Essential duties of the Executive Director: '''Strategic/Business Planning and Execution''' - Develops and implements the strategic/business plan of the organization; drives a collaborative process with the Board and staff. Uses performance metrics to guide operational decision making, accountable for all spending, fundraising and results. '''Fund Development/Business Development''' - Instills a culture of member recruitment and retention and philanthropic giving for the Alliance, supported by public messaging. Pro-actively ensures that the organization develops the internal systems necessary to drive significant member expansion across the United States. Pro-actively develops strong, long-term relationships with large-scale individual, foundation and corporate donors/funders. Personally builds and maintains key relationships to ensure that member recruitment and retention goals and fund development goals are achieved. '''External Relations/Business Community Outreach''' - Represents the Alliance at external events and with the media. Builds strong external relations that promote the Alliance mission and enhances the brand. Positively influences partners, the media and public policy to generate members, volunteers, donors, and other resources. '''Board Development and Support''' - Cultivates a strong Board of Directors willing to lead and contribute to the development and success of the organization. Participates in the identification and recruitment of new Board members, ensuring that the board reflects the diversity of the leadership and business community the Alliance works to serve. Works to assure independent governance oversight and performance accountability of the board and the Executive Director. '''Talent Management''' - Ensures the Alliance attracts, retains, develops and leverages staff talent necessary to support strategic/business plan. Ensures mechanisms are in place to recruit and retain qualified, diverse talent. Creates an inclusive environment where staff is engaged and performing at high levels. Institutes and utilizes an effective performance management system for all employees that include annual objective setting and evaluation. '''Financial Management''' - Oversees financial management. Develops plans that maximize the financial strength of the Alliance. Ensures that appropriate fiscal controls and procedures are in place to ensure transparency and accountability. Communicates the key performance metrics and manages to these measures. '''The Alliance’s Mission''': We believe that as business leaders we create the most value when we: *Base management decisions on building value for the long term *Engage with and are accountable to all stakeholders *Follow ethical and responsible business practices *Embrace environmental and social challenges as business opportunities *Work with government and civil society to create public policies based on truth-seeking, science and rigorous analysis We believe that effective government and public policy are critical to creating a sustainable economy in which business can flourish. In this regard, we believe that: *Fiscal discipline, human capital development and stewardship of natural resources are cornerstones of responsible public policy *Sound regulatory practices are critical to contributing to fair, transparent and sustainable markets *Economic growth, economic development and social justice are mutually reinforcing As such the profile of our ED is someone who embodies the following leadership competencies: *Integrity :*Follows up on commitments; actions are consistent with communications :*Treats people fairly, consistently and applies rules evenly :*Demonstrates transparency :*Actions align with what is best for organization versus own agenda :*Takes accountability for own actions while holding others accountable *Vision :*Imaginative forward-thinker; views complex situations from multiple angles :*Tells engaging stories that weave together interesting connections within the context of stakeholders values and needs :*Creates win-win situations :*Inquisitive *Judgment :*Makes consistently wise decisions about which growth opportunities make the most sense for the organization and steers clear of unproductive initiatives :*Makes sound decisions in complex, ambiguous situations :*Cuts through complexity and large amounts of new data to focus on the most important issues; asks effective questions to ascertain when to make effective decisions :*Makes tough decisions with limited resources; knows when to say no to requests that are superfluous or unproductive :*Makes decisions with a clear understanding of the organizations overall vision :*Effectively determines if a new idea has the potential to be effectively implemented *Personal and Employee Development :*Invests time and money in developing direct reports; identifies needed formal training :*Identifies own development needs and employs coaching and formal and informal solutions to meet them :*Fosters the development of new skills in others and provides advice based on his/her own experience *Creativity/Adaptability :*Individual demonstrates the ability to think creatively and is viewed as a valuable contributor during brainstorming sessions :*Has the ability to think strategically, uses inductive and deductive reasoning techniques to identify the best answer or solution *Courage :*Able to present radically new ideas and move forward despite resistance from powerful, entrenched constituents :*Has strong moral center and is able to stand up for important values and goals :*Willing to take educated risks and venture into ambiguous situations :*Is not afraid to turn down new requests from powerful constituents who want the organization to do something different '''Desired Skills & Experience''' REQUIRED EDUCATION AND RELATED WORK EXPERIENCE Education Level: *A Graduate Degree from an accredited college or university in a related field is required. Qualifications: We seek candidates with progressively responsible executive level leadership experience who are passionate about the opportunity to redefine the role of business leadership in society. Successful candidates will have a tireless work ethic and a successful record of leading an organization, agency, or division of comparable or greater size. The individual will be an accomplished networker and business development executive, comfortable communicating at many levels and someone eager to have an impact in their community. Applications: Qualified applicants should email a resume along with a cover letter and salary history / requirements to TABL@zipcar.com. While we appreciate every applicant’s interest, only those under consideration will be contacted. We regret that phone calls will not be accepted. The Alliance for Business Leadership is an Equal Opportunity Employer. Company Description The Alliance for Business Leadership is a non-partisan alliance of CEOs, business leaders, entrepreneurs and investors committed to building an economy that supports long-term economic growth and prosperity for all. We believe to achieve this goal we must redefine and revitalize the role of business leadership in society. Working through our businesses, with our peers, and with policy makers, we engage the ingenuity and entrepreneurial spirit of business to create lasting solutions to economic, social and environmental challenges. ---- stbh9h4cwlk6zxfpgpa6avf49hwouo6 1265 1264 2024-05-24T04:57:42Z Michael 1 1 revision imported 1264 wikitext text/x-wiki __NOTOC__ *Applied - No :*Resume - ''' ''' :*Cover Letter - ''' ''' Not likely to be competitive - is a non-profit CEO position. Interesting for detailed list of desired characteristics and skills *[[Career/Opportunities/ABL Executive Director/Notes|Notes]] *Posting :*[http://www.linkedin.com/jobs?viewJob=&jobId=3833353&srchIndex=15&trk=njsrch_hits&goback=.fjd_3245041_2_true_*2_*2_*2_*2_*2_*2_*2_*2_*2 LinkedIn] :*September, 2012 === Posting === Job Description The Alliance is currently seeking a new Executive Director, reporting to the board of directors. Essential duties of the Executive Director: '''Strategic/Business Planning and Execution''' - Develops and implements the strategic/business plan of the organization; drives a collaborative process with the Board and staff. Uses performance metrics to guide operational decision making, accountable for all spending, fundraising and results. '''Fund Development/Business Development''' - Instills a culture of member recruitment and retention and philanthropic giving for the Alliance, supported by public messaging. Pro-actively ensures that the organization develops the internal systems necessary to drive significant member expansion across the United States. Pro-actively develops strong, long-term relationships with large-scale individual, foundation and corporate donors/funders. Personally builds and maintains key relationships to ensure that member recruitment and retention goals and fund development goals are achieved. '''External Relations/Business Community Outreach''' - Represents the Alliance at external events and with the media. Builds strong external relations that promote the Alliance mission and enhances the brand. Positively influences partners, the media and public policy to generate members, volunteers, donors, and other resources. '''Board Development and Support''' - Cultivates a strong Board of Directors willing to lead and contribute to the development and success of the organization. Participates in the identification and recruitment of new Board members, ensuring that the board reflects the diversity of the leadership and business community the Alliance works to serve. Works to assure independent governance oversight and performance accountability of the board and the Executive Director. '''Talent Management''' - Ensures the Alliance attracts, retains, develops and leverages staff talent necessary to support strategic/business plan. Ensures mechanisms are in place to recruit and retain qualified, diverse talent. Creates an inclusive environment where staff is engaged and performing at high levels. Institutes and utilizes an effective performance management system for all employees that include annual objective setting and evaluation. '''Financial Management''' - Oversees financial management. Develops plans that maximize the financial strength of the Alliance. Ensures that appropriate fiscal controls and procedures are in place to ensure transparency and accountability. Communicates the key performance metrics and manages to these measures. '''The Alliance’s Mission''': We believe that as business leaders we create the most value when we: *Base management decisions on building value for the long term *Engage with and are accountable to all stakeholders *Follow ethical and responsible business practices *Embrace environmental and social challenges as business opportunities *Work with government and civil society to create public policies based on truth-seeking, science and rigorous analysis We believe that effective government and public policy are critical to creating a sustainable economy in which business can flourish. In this regard, we believe that: *Fiscal discipline, human capital development and stewardship of natural resources are cornerstones of responsible public policy *Sound regulatory practices are critical to contributing to fair, transparent and sustainable markets *Economic growth, economic development and social justice are mutually reinforcing As such the profile of our ED is someone who embodies the following leadership competencies: *Integrity :*Follows up on commitments; actions are consistent with communications :*Treats people fairly, consistently and applies rules evenly :*Demonstrates transparency :*Actions align with what is best for organization versus own agenda :*Takes accountability for own actions while holding others accountable *Vision :*Imaginative forward-thinker; views complex situations from multiple angles :*Tells engaging stories that weave together interesting connections within the context of stakeholders values and needs :*Creates win-win situations :*Inquisitive *Judgment :*Makes consistently wise decisions about which growth opportunities make the most sense for the organization and steers clear of unproductive initiatives :*Makes sound decisions in complex, ambiguous situations :*Cuts through complexity and large amounts of new data to focus on the most important issues; asks effective questions to ascertain when to make effective decisions :*Makes tough decisions with limited resources; knows when to say no to requests that are superfluous or unproductive :*Makes decisions with a clear understanding of the organizations overall vision :*Effectively determines if a new idea has the potential to be effectively implemented *Personal and Employee Development :*Invests time and money in developing direct reports; identifies needed formal training :*Identifies own development needs and employs coaching and formal and informal solutions to meet them :*Fosters the development of new skills in others and provides advice based on his/her own experience *Creativity/Adaptability :*Individual demonstrates the ability to think creatively and is viewed as a valuable contributor during brainstorming sessions :*Has the ability to think strategically, uses inductive and deductive reasoning techniques to identify the best answer or solution *Courage :*Able to present radically new ideas and move forward despite resistance from powerful, entrenched constituents :*Has strong moral center and is able to stand up for important values and goals :*Willing to take educated risks and venture into ambiguous situations :*Is not afraid to turn down new requests from powerful constituents who want the organization to do something different '''Desired Skills & Experience''' REQUIRED EDUCATION AND RELATED WORK EXPERIENCE Education Level: *A Graduate Degree from an accredited college or university in a related field is required. Qualifications: We seek candidates with progressively responsible executive level leadership experience who are passionate about the opportunity to redefine the role of business leadership in society. Successful candidates will have a tireless work ethic and a successful record of leading an organization, agency, or division of comparable or greater size. The individual will be an accomplished networker and business development executive, comfortable communicating at many levels and someone eager to have an impact in their community. Applications: Qualified applicants should email a resume along with a cover letter and salary history / requirements to TABL@zipcar.com. While we appreciate every applicant’s interest, only those under consideration will be contacted. We regret that phone calls will not be accepted. The Alliance for Business Leadership is an Equal Opportunity Employer. Company Description The Alliance for Business Leadership is a non-partisan alliance of CEOs, business leaders, entrepreneurs and investors committed to building an economy that supports long-term economic growth and prosperity for all. We believe to achieve this goal we must redefine and revitalize the role of business leadership in society. Working through our businesses, with our peers, and with policy makers, we engage the ingenuity and entrepreneurial spirit of business to create lasting solutions to economic, social and environmental challenges. ---- stbh9h4cwlk6zxfpgpa6avf49hwouo6 0 649 1266 2018-02-05T23:12:04Z Greis>Michael 0 1266 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> *Status: [[project status::closed]] [[opportunity status::DNA]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[http://acadiacenter.org/what-we-do/about-us/employment/ Acadia Center employment page] :*[http://acadiacenter.org/wp-content/uploads/2014/07/Acadia-Center-MA-Director-Sr-Policy-Advocate-20171204.pdf Description] :*Posted [[event date::2017-12-04]] :*Applications accepted until {{hct|2018-01-19}} === Posting === Acadia Center seeks a Massachusetts Director & Senior Policy Advocate to join its team working on climate and energy. The Massachusetts Director & Senior Policy Advocate will have a lead role both in Massachusetts and in regional forums in advancing Acadia Center’s efforts to promote and implement energy and climate policy reforms. See PDF in {{hct|ff=monospace|\Documents\Career\Opportunities}} for complete details ---- jc9vt36ul1mq8w1s3zv6kq5eaguwn0b 1267 1266 2024-05-24T04:57:42Z Michael 1 1 revision imported 1266 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> *Status: [[project status::closed]] [[opportunity status::DNA]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[http://acadiacenter.org/what-we-do/about-us/employment/ Acadia Center employment page] :*[http://acadiacenter.org/wp-content/uploads/2014/07/Acadia-Center-MA-Director-Sr-Policy-Advocate-20171204.pdf Description] :*Posted [[event date::2017-12-04]] :*Applications accepted until {{hct|2018-01-19}} === Posting === Acadia Center seeks a Massachusetts Director & Senior Policy Advocate to join its team working on climate and energy. The Massachusetts Director & Senior Policy Advocate will have a lead role both in Massachusetts and in regional forums in advancing Acadia Center’s efforts to promote and implement energy and climate policy reforms. See PDF in {{hct|ff=monospace|\Documents\Career\Opportunities}} for complete details ---- jc9vt36ul1mq8w1s3zv6kq5eaguwn0b 0 650 1268 2021-06-24T21:11:42Z Greis>Michael 0 1268 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::active]] [[opportunity status::Applied]] *Applied - [[activity date::2021-06-24]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*See [https://career5.successfactors.eu/portalcareer?_s.crb=T7vroZwyKX8PRPMkfz8wSX93G64sNFVoztd%252bGTmkkOM%253d Amundi Pioneer Careers site] :*Posted [[event date::2021-06-15]] === Posting === This newly created position reports to the CEO, Americas [and Global Head of Responsible Investing]. This position is a unique opportunity to develop a US ESG strategy that will include advisory, product development and strategic partnerships. The candidate will have a strong ESG background and experience in leading and agenda on corporate social responsibility. Amundi is a global ESG leader. Key Responsibilities: *Responsible for developing and driving Amundi US ESG business strategy, aligning with Amundi ESG ambition. *Monitor key external relationships (e.g. regulatory, trade bodies) and activities related to policy development and reports on regulation impact and opportunities for the Group. Engaging and maintaining a constant dialogue with public authorities, directly or through associations (e.g., ICI), so that Amundi US’s voice is heard. *Collaborate with Investment Management, Marketing and Retail and Institutional teams to develop product strategy and positioning in marketplace; oversee US ESG solutions in collaboration with colleagues internally and externally. *Participate in all Amundi Central ESG committees & projects as needed. *Be the Voice and advocate for US at all firm wide meetings &projects *Work closely with Investment Management, Legal and product teams to ensure Amundi US meets global requirements of all investment offerings so as to maximize commercial success. *Work closely with other key organizations driving Responsible investing development. *Develop robust reporting of investment offerings to meet market and client expectation. *Create a comprehensive and cohesive ESG voice firm wide. *Be the voice of Amundi with clients and peers, including thought leadership papers. *Identify and assess current ESG trends and issues that affect the business and educate internal stakeholders. *Leverage Amundi’s global ESG history and platform in the US. Requirements: *Proven expertise in ESG/responsible and impact investing across investments, marketing, and product development. *A minimum of 10 years’ experience including sharp presentation as well as oral and written skills. *Experience and established relationships in stewardship /engagement with key segments of Responsible investing eco system i.e. regulators, rating agencies, global policy makers. *Proven ability to explain, educate and engage in ESG related topics. *Strong interpersonal skills and experience working across diverse global cultures. *Strong academic qualifications and knowledge of ESG, sustainability and responsible investment trends and themes, a degree in Sustainable Investing a plus. *Excellent attention to detail and managing multiple deadlines. *Excellent project management skills. ---- npl1z4a58joqw8man7wae04nlwn6yjx 1269 1268 2024-05-24T04:57:42Z Michael 1 1 revision imported 1268 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::active]] [[opportunity status::Applied]] *Applied - [[activity date::2021-06-24]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*See [https://career5.successfactors.eu/portalcareer?_s.crb=T7vroZwyKX8PRPMkfz8wSX93G64sNFVoztd%252bGTmkkOM%253d Amundi Pioneer Careers site] :*Posted [[event date::2021-06-15]] === Posting === This newly created position reports to the CEO, Americas [and Global Head of Responsible Investing]. This position is a unique opportunity to develop a US ESG strategy that will include advisory, product development and strategic partnerships. The candidate will have a strong ESG background and experience in leading and agenda on corporate social responsibility. Amundi is a global ESG leader. Key Responsibilities: *Responsible for developing and driving Amundi US ESG business strategy, aligning with Amundi ESG ambition. *Monitor key external relationships (e.g. regulatory, trade bodies) and activities related to policy development and reports on regulation impact and opportunities for the Group. Engaging and maintaining a constant dialogue with public authorities, directly or through associations (e.g., ICI), so that Amundi US’s voice is heard. *Collaborate with Investment Management, Marketing and Retail and Institutional teams to develop product strategy and positioning in marketplace; oversee US ESG solutions in collaboration with colleagues internally and externally. *Participate in all Amundi Central ESG committees & projects as needed. *Be the Voice and advocate for US at all firm wide meetings &projects *Work closely with Investment Management, Legal and product teams to ensure Amundi US meets global requirements of all investment offerings so as to maximize commercial success. *Work closely with other key organizations driving Responsible investing development. *Develop robust reporting of investment offerings to meet market and client expectation. *Create a comprehensive and cohesive ESG voice firm wide. *Be the voice of Amundi with clients and peers, including thought leadership papers. *Identify and assess current ESG trends and issues that affect the business and educate internal stakeholders. *Leverage Amundi’s global ESG history and platform in the US. Requirements: *Proven expertise in ESG/responsible and impact investing across investments, marketing, and product development. *A minimum of 10 years’ experience including sharp presentation as well as oral and written skills. *Experience and established relationships in stewardship /engagement with key segments of Responsible investing eco system i.e. regulators, rating agencies, global policy makers. *Proven ability to explain, educate and engage in ESG related topics. *Strong interpersonal skills and experience working across diverse global cultures. *Strong academic qualifications and knowledge of ESG, sustainability and responsible investment trends and themes, a degree in Sustainable Investing a plus. *Excellent attention to detail and managing multiple deadlines. *Excellent project management skills. ---- npl1z4a58joqw8man7wae04nlwn6yjx 0 651 1270 2021-06-18T20:36:43Z Greis>Michael 0 1270 wikitext text/x-wiki == 2021-06-18 Notes == *Amundi US (rebranding from Amundi Pioneer in process) - $96 billion AUM *[https://about.amundi.com/ Amundi Global] is Europe's largest asset manager ($2 trillion AUM) :*About $450 b in responsible investments *HQ in Paris (Italian origins?) === Amundi US Responsible Investing === [https://www.amundi.com/usinvestors/Investment-Ideas/Responsible-Investing Responsible Investing] at Amundi Pioneer US *Pioneer Fund (1928) one of first funds to employ socially responsible criteria (when?), avoiding alcohol, tobacco and gaming "for much of its history" :*Pioneer founder believed these industries didn't create value for shareholders *"Responsible investing is good investing" *WEF recognizing greater risks *Millenials Products *Pioneer Fund *Pioneer Balanced ESG Fund === Lisa Jones, CEO US === [https://www.linkedin.com/in/lisa-mjones/ Lisa Jones], Head of Americas, CEO & President of US, Amundi Asset Management *Scripted video interview with Lisa Jones says all right things. *March 2021 interview with Lisa Jones on Asset TV - Covid, and how DEI relates to responsible investing at Amundi US :*Her Journey - not a straight line. Took a few twists & turns, even some potholes ::*Surrounded herself with smart people; went outside comfort zone :*Pandemic impacts - leadership skills challenged ::*Frequent and new means of communications ::*Positive culture depends on face-to-face collaborations ::*How to keep that when couldn't work that way ::*People are working long hours - from home, working in a global environments :::*Impacts are different by people :::*Young people - roommates, small apartments - want to come back :::*Families - working as caregivers, tech support, teachers, etc. :::*Some are loving remote; don't want to return full-time :*Where are we making progress in DEI? ::*Haven't been able to recruit and hire enough :*DEI well-aligned with responsible investing ::*the "S" component ::*Alignment - interviewing companies for inclusion in portfolio, are asking them the questions they're being asked :*Increasing demand for ESG product ::*Core competency - working on it on more than a decade ::*Says Amundi has $450 billion in responsible investing ::*Partner with clients ::*Developed proprietary carbon indices to measure carbon in portfolios (Amundi Global) ::*$2 billion green bond ::*US clients - looking to invest for impact & alignment, and for risk mitigation :*Create industry to build a career :*Crate a strong hybrid working environment going forward - help young employees and families to manage work/life balance ::*Ability to live and work >50 miles from an office increases our ability to hire diverse talent, gives us access to more diverse talent pools === Amundi Global Responsible Investing === [https://www.amundi.com/int/ESG Responsible Investment] - Amundi's Core Commitment === Stanislas Pottier, Global Head of Responsible Investment === '''Stanislas Pottoer''' - Named Global Head of Responsible Investment (new position) 2018 *Europe’s largest asset manager has created a chief responsible investment officer role and appointed Stanislas Pottier to the position. A spokeswoman told IPE that Pottier would oversee ESG analysis, commitment and voting policy, as well as enhancing the Amundi group’s ESG offering. He will report to Pascal Blanqué, CIO, and has also been appointed to the executive committee. *Pottier was most recently global head for sustainable development at Crédit Agricole and a member of the group’s management committee. Before joining Crédit Agricole in 2011 Pottier was special adviser to Michel Rocard, former prime minister and ambassador of France, on international negotiations about the Arctic and Antarctic poles. *He is also a former special adviser to Christine Lagarde when she was the French minister for the economy, finance, industry and employment, and was her chief of staff when Lagarde was trade minister. === People who work/worked at Amundi Pioneer === '''Diane (Cullen) James''' worked at Pioneer/Amundi Pioneer from 2001-2017. *On CFAB DEI committee *Now at Deloitte (since March 2021) *At Columbia Threadneedle 2018-20 About 40 CFAB members at Amundi Pioneer - don't know any of them huoa7r96eu2qw2c3crzodev8oy8tlf7 1271 1270 2024-05-24T04:57:42Z Michael 1 1 revision imported 1270 wikitext text/x-wiki == 2021-06-18 Notes == *Amundi US (rebranding from Amundi Pioneer in process) - $96 billion AUM *[https://about.amundi.com/ Amundi Global] is Europe's largest asset manager ($2 trillion AUM) :*About $450 b in responsible investments *HQ in Paris (Italian origins?) === Amundi US Responsible Investing === [https://www.amundi.com/usinvestors/Investment-Ideas/Responsible-Investing Responsible Investing] at Amundi Pioneer US *Pioneer Fund (1928) one of first funds to employ socially responsible criteria (when?), avoiding alcohol, tobacco and gaming "for much of its history" :*Pioneer founder believed these industries didn't create value for shareholders *"Responsible investing is good investing" *WEF recognizing greater risks *Millenials Products *Pioneer Fund *Pioneer Balanced ESG Fund === Lisa Jones, CEO US === [https://www.linkedin.com/in/lisa-mjones/ Lisa Jones], Head of Americas, CEO & President of US, Amundi Asset Management *Scripted video interview with Lisa Jones says all right things. *March 2021 interview with Lisa Jones on Asset TV - Covid, and how DEI relates to responsible investing at Amundi US :*Her Journey - not a straight line. Took a few twists & turns, even some potholes ::*Surrounded herself with smart people; went outside comfort zone :*Pandemic impacts - leadership skills challenged ::*Frequent and new means of communications ::*Positive culture depends on face-to-face collaborations ::*How to keep that when couldn't work that way ::*People are working long hours - from home, working in a global environments :::*Impacts are different by people :::*Young people - roommates, small apartments - want to come back :::*Families - working as caregivers, tech support, teachers, etc. :::*Some are loving remote; don't want to return full-time :*Where are we making progress in DEI? ::*Haven't been able to recruit and hire enough :*DEI well-aligned with responsible investing ::*the "S" component ::*Alignment - interviewing companies for inclusion in portfolio, are asking them the questions they're being asked :*Increasing demand for ESG product ::*Core competency - working on it on more than a decade ::*Says Amundi has $450 billion in responsible investing ::*Partner with clients ::*Developed proprietary carbon indices to measure carbon in portfolios (Amundi Global) ::*$2 billion green bond ::*US clients - looking to invest for impact & alignment, and for risk mitigation :*Create industry to build a career :*Crate a strong hybrid working environment going forward - help young employees and families to manage work/life balance ::*Ability to live and work >50 miles from an office increases our ability to hire diverse talent, gives us access to more diverse talent pools === Amundi Global Responsible Investing === [https://www.amundi.com/int/ESG Responsible Investment] - Amundi's Core Commitment === Stanislas Pottier, Global Head of Responsible Investment === '''Stanislas Pottoer''' - Named Global Head of Responsible Investment (new position) 2018 *Europe’s largest asset manager has created a chief responsible investment officer role and appointed Stanislas Pottier to the position. A spokeswoman told IPE that Pottier would oversee ESG analysis, commitment and voting policy, as well as enhancing the Amundi group’s ESG offering. He will report to Pascal Blanqué, CIO, and has also been appointed to the executive committee. *Pottier was most recently global head for sustainable development at Crédit Agricole and a member of the group’s management committee. Before joining Crédit Agricole in 2011 Pottier was special adviser to Michel Rocard, former prime minister and ambassador of France, on international negotiations about the Arctic and Antarctic poles. *He is also a former special adviser to Christine Lagarde when she was the French minister for the economy, finance, industry and employment, and was her chief of staff when Lagarde was trade minister. === People who work/worked at Amundi Pioneer === '''Diane (Cullen) James''' worked at Pioneer/Amundi Pioneer from 2001-2017. *On CFAB DEI committee *Now at Deloitte (since March 2021) *At Columbia Threadneedle 2018-20 About 40 CFAB members at Amundi Pioneer - don't know any of them huoa7r96eu2qw2c3crzodev8oy8tlf7 0 652 1272 2021-06-21T21:37:34Z Greis>Michael 0 1272 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> *Status: [[project status::closed]] *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- entity of:: hiring company name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*not a posted position - exploratory ---- sxpe5cejnmnz6thed92pva35awzee22 1273 1272 2024-05-24T04:57:42Z Michael 1 1 revision imported 1272 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> *Status: [[project status::closed]] *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- entity of:: hiring company name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*not a posted position - exploratory ---- sxpe5cejnmnz6thed92pva35awzee22 0 653 1274 2016-10-07T15:40:29Z Greis>Michael 0 Created page with "== Points for outreach == *Practice focused on mainstreaming sustainable investing *Analytic skills - exploring, using and explaining data-driven investment processes *Growin..." 1274 wikitext text/x-wiki == Points for outreach == *Practice focused on mainstreaming sustainable investing *Analytic skills - exploring, using and explaining data-driven investment processes *Growing a business - adoption == Business notes == From [[contributed to::Andreas Feiner]] [https://www.youtube.com/watch?v=EgtkBi2dyus video] at UN Global Compact Leaders Meeting 2016-06-13. Mainstreaming *Investments - returns with less risk *Academic Research *Talking about it CEO of Accenture said today only 10% *Believe SI is one of most significant trends in decades - why? easy :*Returns :*SDG, PRI, etc. relevant to companies, help deliver better returns medium & long term *Arabesque - can make 1.5% more for investors when use this information *100 billion data points, innovation ::*77,000 data points (all tradeable stocks) ::*20 industries Look at: *Forensic accounting *Sophisticated ESG lens *Financial ratios - reckless in balance sheet management not *Avoid industries - if desired Get to universe of about 1,000 companies - then do fundamental analysis *'''G-score''' and '''F-score''' (balance sheet analyst *Analyst information *Global compact, SDG goals, ESG values *Build a product to outperform benchmark *Also build a project with risk management :*Can move to 100% cash if necessary Believes that 10% number will grow *Data Explosion *Initiatives like SASB - data will get better *Companies reporting 95mrpmddj3qjpnkji3z5qkfmp838oqu 1275 1274 2024-05-24T04:57:42Z Michael 1 1 revision imported 1274 wikitext text/x-wiki == Points for outreach == *Practice focused on mainstreaming sustainable investing *Analytic skills - exploring, using and explaining data-driven investment processes *Growing a business - adoption == Business notes == From [[contributed to::Andreas Feiner]] [https://www.youtube.com/watch?v=EgtkBi2dyus video] at UN Global Compact Leaders Meeting 2016-06-13. Mainstreaming *Investments - returns with less risk *Academic Research *Talking about it CEO of Accenture said today only 10% *Believe SI is one of most significant trends in decades - why? easy :*Returns :*SDG, PRI, etc. relevant to companies, help deliver better returns medium & long term *Arabesque - can make 1.5% more for investors when use this information *100 billion data points, innovation ::*77,000 data points (all tradeable stocks) ::*20 industries Look at: *Forensic accounting *Sophisticated ESG lens *Financial ratios - reckless in balance sheet management not *Avoid industries - if desired Get to universe of about 1,000 companies - then do fundamental analysis *'''G-score''' and '''F-score''' (balance sheet analyst *Analyst information *Global compact, SDG goals, ESG values *Build a product to outperform benchmark *Also build a project with risk management :*Can move to 100% cash if necessary Believes that 10% number will grow *Data Explosion *Initiatives like SASB - data will get better *Companies reporting 95mrpmddj3qjpnkji3z5qkfmp838oqu 0 654 1276 2017-12-20T19:30:48Z Greis>Michael 0 1276 wikitext text/x-wiki == Archive - Applied == *[[Career/Opportunities/Trillium_Investment_Manager|Trillium Investment Manager]] - May, 2015 :*Submitted through Cheryl Smith; filled before could be considered *[[Career/Opportunities/BlueWave Capital Business Development Director|Business Development Director]], Blue Wave Capital - July 2014 '''Applied''' *Senior VP for Business Development - Boston Common Asset Management - June 2014 :*Still listed on BCAM web site Dec 2014. Seaview Global Advisors no longer lists is among their active searches. :*Connected with BCAM through Steve Lydenberg :*Brian Compagnone hired. Connected with Brian *[[Career/CERES FS Corporate Program Manager|Corporate Program Manager, Financial Services, CERES]] - ? *[http://www.sustainround.com/aboutst/employment-info/ Sustainability Roundtable] *[[Career/Opportunities/CFA Institute Head University Relations|Head, University Relations]] - CFA Institute '''Applied''' :*{{hct|2013-07-08}} - Notified shortly after that position was filled. *NEEP [[Career/Opportunities/NEEP Director of Energy Efficiency Strategies|Director of Energy Efficiency Strategies]] '''Applied''' :*{{hct|2013-03}} ? - Had 2nd stage interview, but not selected. :*{{hct|2012-12-31}} Search reopened; contacted by NEEP. == Archive - earlier == === 2016 - 2014 === ::Note: Older "applied" items are here as well. *[[Career/Opportunities/CA Director GBD Non-Profit Practice|Director Global Business Development, Non-Profit Practice]], Cambridge Associates :*Posted on LinkedIn {{hct|2016-01-22}} *[[Career/Opportunities/Trillium Regional Sales Consultant|Regional Sales Consultant]], East Coast, Trillium :*Posted on BASIC and Trillium web site {{hct|2016-01-22}} :*Check with Cheryl (and Paul) on appropriateness *[[Career/Opportunities/Brandeis Associate Director of Investments|Associate Director of Investments]], Brandeis University :*Posted on CFA Institute web site, {{hct|2016-01-12}} *Cengage Learning Vice President of Investor Relations - [https://www.linkedin.com/comm/jobs2/view/83026831?refId=f8ef6cde-da78-4bd3-82d9-cf06ade2d0ac&trk=eml-jymbii-organic-job-card&midToken=AQGJ3c1qcuLycw&trkEmail=eml-jobs_jymbii_digest-null-53-null-null-5qg89~ijuxtwpu~ja LikedIn] {{hct|2016-01-25}} :*Pros: ::*I do have many of the skills ::*It would be an interesting job ::*I have credible experience and understanding of both the industry (K12) and the financials ::*My School Committee/elected official experience - sensitivity to important issues in the field and what to say and not say :*Cons: ::*I'd be competing against a sizable pool of experienced investor relations professionals - would I even make the first cut? :*Summary: ::*Could I make a "different candidate with a unique combination of skills" easily and credibly? If so, go ahead? *Fidelity, Sr Mgr Portfolio Communications (Fidelity Institutional Asset Mgmt) [https://www.linkedin.com/jobs2/view/100456597?refId=43f3e85d-2fb7-4b86-813f-610189797696&trk=jobs_home_click_jymbii LinkedIn] {{color||2016-01-25}} :*Pros: Only a few applicants; can make a case for " simplify complex investment concepts into simple clear language appropriate to the audience." :*Cons: No capital markets writing experience (or particular interest per se), but they only ask for 1-2 years; Fidelity is hard to get in to. :*Summary: ? *Senior Relationship Mgr, Financial Engines [https://www.linkedin.com/jobs2/view/86799785?recommendedFlavor=SCHOOL_RECRUIT&trk=job_view_browse_map LinkedIn] {{color||2016-01-11}} :*Summary: Fundamentally an account sales management position; *Relationship Manager, Brown Brothers Harriman [https://www.linkedin.com/jobs2/view/71822210?recommendedFlavor=SCHOOL_RECRUIT&trk=job_view_browse_map LinkedIn] {{color||2016-01-18{{ :*Pros: Have relationship management and financial skills; Desirable institution :*Cons: Making the case, level/experience mismatch? *Boston Private Wealth [https://www.linkedin.com/jobs2/view/69332723?trk=job_view_browse_map LinkedIn] :*Too much of a stretch on job experience (7-10 years wealth planning experience working with high net worth individuals and families in a comprehensive capacity) given likely competition) *Morgan stanley [https://www.linkedin.com/jobs2/view/90360721?recommendedFlavor=SCHOOL_RECRUIT&trk=job_view_browse_map LinkedIn] :*Someone I know in BSAS with 25+ years institutional & private wealth, was looking for 1 year+ after being let go by State Street. Just started as a new FA at Morgan Stanley at a level below this. === 2013 === *[[Career/Opportunities/Wellington ESG Analyst|Wellington ESG Analyst]] - Oct 2013 *[[Career/Opportunities/2013Aug|August 2013 possibles]] *[[Career/Opportunities/Business Development Hult|Business Development]] - Hult International Business School {{color||2013-08-14}} *Harvard Management :*Vice President of Sustainability (add link) [http://www.example.com link title] ::*Note to Jane Mendillo? ::*{{color||2013-08-01}} - Jameela Pedicini hired from Callpers to fill this position. *SunEdison Regional Sales Manager - April 2013 *Solar City [https://www11.ultirecruit.com/SOL1002/JobBoard/JobDetails.aspx?__ID=*52408824FAF56F17 Regional Sales Manager] *AMS - Follow up with Leigh Tucker (note from Leigh was end of January, but these jobs listed on site as of 2013-03-15) :*[http://www.amsolutions.net/careers/job-listings/director-business-development-higher-education Director of Business Development] Higher Education :*[http://www.amsolutions.net/careers/job-listings/business-development-manager-nonprofit-client-practice Business Development Manager] non-profit practice :*[http://www.amsolutions.net/careers/job-listings/ams-director-business-development Director of Business Development] - general corporate? *NMR Group [http://www.sustainablebusiness.com/index.cfm/go/greendreamjobs.display/id/3055531 Senior Project Manager] *Putnam Investments [http://www.linkedin.com/jobs?viewJob=&jobId=4973234&srchIndex=55&trk=njsrch_hits&goback=.fjs_*1_*1_*1_I_us_02494_35_6_R_true_*1_*2_*2_3+2+1_*2_*2_anls+mgmt+prdm+prjm+fin+mrkt+bd+cnsl+sale_45+43+41+46+106+129+141_3+6+5+4 Municipal Credit Analyst] *Sustainable Energy Advantage [http://www.linkedin.com/jobs?viewJob=&jobId=5005377&srchIndex=16&trk=njsrch_hits&goback=.fjs_*1_*1_*1_I_us_02494_35_2_R_true_*1_*2_*2_3+2+1_*2_*2_anls+it+genb+fin+othr+sale+mgmt+prdm+stra+prjm+mrkt+bd+cnsl_144+59+57+86_*2 Renewable Energy Analyst] *Boston Trust [[Career/Opportunities/Boston Trust ESG Researcher|Boston Trust ESG Researcher]] - {{color||2013-02-22}} *AMS (Accounting Management Solutions/Leigh Tucker) - Several [http://www.amsolutions.net/careers/featured-job-listings Business Development positions] - {{color||2013-02-07}} *MIT [[Career/Opportunities/MIT Director of Sustainability|Director of Sustainability]] = {{color||2013-01-11}} === 2012 === *TianDi Growth Capital [[Career/Opportunities/Tiandi Senior Associate|Senior Associate/Principal]] - {{color||2012-12-18}} *Thomson Reuters [[Career/Opportunities/Thomson Reuters Global Project Manager|Global Business & Strategy Manager]] - {{color||2012-12-17}} *Breckenridge Capital Advisors [[Career/Opportunities/Breckenridge ESG Analyst|ESG Analyst]] - {{color||2012-11-18}} *Environment America [[Career/Opportunities/Environment America Senior Program Manager|Senior Program Manager]] Global Warming and Energy Program - Found {{color||2012-11-18}} *BNY Mellon [[Career/Opportunities/BNY Mellon Wealth Management Sales Director|Wealth Management Sales Director]] - updated {{color||2012-10-29}} on eFinancial Careers *NEEP [[Career/Opportunities/NEEP Director of Energy Efficiency Strategies|Director of Energy Efficiency Strategies]] - {{color||2012-09-17}} *[http://www.neep.org NEEP] - Northeast Energy Efficiency Partnerships [http://neep.org/about-neep/job-opportunities Job Opportunities] :*[http://www.sustainablebusiness.com/index.cfm/go/greendreamjobs.display/id/3054915 Director of Energy Efficiency Strategies] [http://neep.org/uploads/About%20NEEP/job%20ops/Job%20Description_Director%20of%20Energy%20Efficiency%20Strategies.pdf PDF] - {{color||2012-09-17}} :*Residential Programs Manager [http://neep.org/uploads/About%20NEEP/job%20ops/Manager_Residential%20Programs_Sept%202012.pdf PDF] - {{color||2012-09-xx}} *[http://www.allianceforbusinessleadership.org Alliance for Business Leadership] [[Career/Opportunities/ABL Executive Director|Executive Director]] - {{color||2012-09-26}} :*Interesting for detailed listing of desired skills :*We seek candidates with progressively responsible executive level leadership experience who are passionate about the opportunity to redefine the role of business leadership in society. *SharonMerrill - Investor Relations [http://www.linkedin.com/jobs?viewJob=&jobId=3840511&srchIndex=12&trk=njsrch_hits&goback=.fjd_3245041_2_true_*2_*2_*2_*2_*2_*2_*2_*2_*2 Senior Associate] :*Communications/investor relations firm - life sciences, technology, manufacturing clients :*[http://www.investorrelations.com web site] *Ameresco [http://jobs.efinancialcareers.com/job-4000000001098325.htm?source=EM:efc_namerica=105 Project Analyst] - Energy Efficiency and Renewables {{color||2012-10-19}} *Cammack LaRhette Consulting, VP Investment Consulting {{color||2012-10-16}} **[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4955233&SEO=1&MemID=441432&MemKey=1utmo3454moxnvriegfl1jr0 CFA Institute Posting]*:*Benefits Consulting Firm **Research and analyze investment products, including mutual funds, variable annuities and insurance company fixed income products; present to clients **Good core skill match, but they want Series 6, Series 63, Series 65 and State Life & Health License already in place to "hit the ground running" *TIAA/CREF [[Career/Opportunities/TIAA CREF Assoc Wealth Mgmt Advisor|Associate Wealth Management Advisor]] - {{color||2012-10-15}} *Moody's Investor Services [[Career/Opportunities/Moodys Senior Analyst Local Government|Senior Analyst Local Government]] - {{color||2012-10-02}} *Bank of New York Mellon [http://jobline.cfainstitute.org/jobs/4926192/sales-director-wealth-management-job Sales Director, Wealth Management] {{color||2012-09-24}} *Heller Consulting [http://teamheller.com/strategic-sales-executive Strategic Sales Executive] - {{color||2012-09-24}} **Help non-profits optimize their use of software to advance their missions **Somewhat narrowly focused four platforms (Blackbaud, Convio, Salesforce, Affinquest) **Offices in SF, NY and Chicago *E&Y Climate Change and Sustainability Services - [https://ey.taleo.net/careersection/gexp01/jobdetail.ftl Manager, New York] - {{color||2012-08-28}} for informational purposes on job content *Enernoc [[Career/Opportunities/Enernoc Energy Markets Team Lead|Energy Markets Team Lead]] - {{color||2012-08-03}} *[[People/Stephen Torres|Stephen Torres]] - [[Companies/Fonroche Renewable Energy|Fonroche Renewable Energy]] {{color||2012-07-26}} *[[Career/Opportunities/MIT|MIT Opportunities]] *National Grid IS Strategy Consultant http://jobview.monster.com/GetJob.aspx?JobID=111159941&aid=105675130&WT.mc_n=JSAHG10 *EBI Consulting [[Career/Opportunities/EBI Consulting Environmental Sales Account Executive|EBI Consulting Environmental Sales Account Executive]] - July, 2012 *NStar [[Career/Opportunities/NSTAR/Sales Executive Energy Efficiency|Sales Executive Energy Efficiency]] - June, 2012 *Mass Clean Energy Center [http://masscec.com/index.cfm/page/Senior-Director-for-Market-Development-and-Support/pid/12263 Senior Director for Market Development and Support] - June? 2012 *'''Fidelity Investment Capability Management''' - following up, networking with Andy Rubin - 2012 *[[Career/Opportunities/Senior Municipal Analyst|Senior Municipal Analyst]] - July, 2012 *Investment Analyst & Relationship Manager, [http://www.wmgroupllc.com/new/WMG/content.asp?contentid=2017456932 Wealth Management Group] - [http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4748262&SEO=1&MemID=441432&MemKey=aam12c45rihnso55bpsm5ve3 CFA JobLine] April, 2012 *Private Equity Investor Relations Associate - [http://jobs.efinancialcareers.com/job-4000000000993563.htm?source=EM:efc_namerica=105 eFinancialCareers] April, 2012 *National Grid [http://jobview.monster.com/GetJob.aspx?JobID=107664166&WT.mc_n=JSAHG10&aid=105675130&fwr=true Program Strategy] - April, 2012 *GMZ Business Development Analyst (contract to full time?) [http://jobview.monster.com/GetJob.aspx?JobID=109285930&WT.mc_n=JSAHG10&aid=105675130&fwr=true Monster, April 2012] *Sustainability at Harvard Law School - [https://sjobs.brassring.com/EN/ASP/TG/cim_jobdetail.asp?jobId=874560&partnerid=25240&siteid=5341&type=search&JobReqLang=1&codes=IND April 2012] *Manager of Business Development/Inside Sales - Balderton Capital Technology Portfolio Company, Southborough :*From [https://www.ivyexec.com/professionals/search/job/390104/job_promotion?lt=966c0bed70e7cd903e76fdc5412b7b3a&lt2=mjg@riverbendadvisors.com Ivy Exec] {{color||2012-04-03}} *[http://jobs.resourcesglobal.com/rgp_rw/rgp_web/job_search.cfm?refcntr=us Resources Global Professionals] - Professional Services Firm; created out of Deloitte & Touche in 1999 :*[http://jobs.resourcesglobal.com/rgp_rw/rgp_web/job_detail.cfm?recnum=1&totalrecs=2&start=1&pagestart=1 Managing Director, Boston Office] - 11854 ::*[http://www.linkedin.com/jobs?viewJob=&jobId=2443414&trk=eml-anet_dig-b_jb-ttl-cn&ut=34Wlc4wQP7Ll41 Same job] at LinkedIn - posted 2012-01-23 :*[http://jobs.resourcesglobal.com/rgp_rw/rgp_web/job_detail.cfm?recnum=2&totalrecs=2&start=1&pagestart=1 Director of Client Service], Information Management - 12029 *Cambridge Associates [[Career/Opportunities/Cambridge Associates Client Service Assistant Director|Client Service Assistant Director]] - January 2012 ('''applied''') === 2011 === *National Grid [[Career/Opportunities/National Grid Strategy Analyst|Strategy Analyst]] - December 2011 ('''applied''') *National Grid [[Career/Opportunities/NGrid Program Manager|Various]] - December 2011 *Capaccio Environmental Engineering - [[Career/Opportunities/Capaccio Sustainability Specialist|Sustainability Specialist]] - December 2011 *Green Century Funds - [[Career/Opportunities/Green Century Funds Marketing Manager|Marketing Manager]] - November 2011 (informal conversations) *Brown Brothers Harriman - [http://jobs.efinancialcareers.com/job-4000000000904781.htm?source=EM:efc_namerica=105 Business Development] - worth pursuing? *Wellington Management [[Career/Opportunities/Wellington Account Manager|NCS Account Manager]] - October 2011 *Energy Manufacturer [[Career/Opportunities/Energy Mfg Investor Relations|Investor Relations]] - September 2011 *John Hancock, [[Career/Opportunities/John Hancock Investment Analyst|Investment Analyst, Power & Infrastructure Finance]] - September 2011 *New England Clean Energy Council - four jobs posted, initially funded for two years. Consider: :*[[Career/Opportunities/NECEC Segment Development Program Manager|Segment Development Program Manager]] - September 2011 :*[[Career/Opportunities/NECEC VP Policy|VP Policy and Government Affairs]] - September 2011 *[[Career/Opportunities/Santander Institutional Relations|Santander Institutional Relations]] - September 2011 *[[Career/Opportunities/BNY Mellon Sales Director Charitable Giving|BNY Mellon Sales Director Charitable Giving]] - September 2011 *[[Career/Opportunities/Towers Watson Account Director|Towers Watson Account Director]] - July 2011 *[[Career/Opportunities/MSCI ESG Sales Specialist|MSCI ESG Sales Specialist]] - June 2011 ('''Applied and interviewed''') *[[Career/Opportunities/MSCI ESG Custom Analyst|MSCI ESG Custom Analyst]] - June 2011 *[[Career/Opportunities/NEPC Senior Investment Consultant|NEPC Senior Investment Consultant]] - May 2011 *[[Career/Opportunities/NEEP Finance and Administration|NEEP Director of Finance and Administration]] - May 2011 ('''Applied''') *[[Career/Opportunities/Nexamp Government Project Manager|Nexamp Government Project Manager]] - April, 2011 *[[Career/Opportunities/BCAM Part-time ESG Analyst|Boston Common Asset Management Part-time ESG Analyst]] - April 2011 *[[Career/Opportunities/BCAM Global Equity Analyst|Boston Common Asset Management Global Equity Analyst]] - April 2011 *[[Career/Opportunities/DoER Renewable Policy Director|DoER Renewable Policy Director]] - April 2011 ('''Applied''') *[[Career/Opportunities/TD Environment Senior Manager|TD Environment Senior Manager]] - March 28, 2011 ('''Applied''') *[[Career/Opportunities/State Street Senior ESG Analyst|State Street Senior ESG Analyst]] - February 2011 ('''Applied''') *[[Career/Opportunities/CERES Corporate Program Manager|CERES Program Manager]] - February 2011 :*F/U directly with Director to see if fit *[[Career/Opportunities/MSCI Client Consultant|MSCI Client Consultant]] - February 2011 *[[Career/Opportunities/Solar Alliance Mid-Atlantic|Manager/Director of Mid-Atlantic Region, Solar Alliance]] - January 2011. Not a fit because of geography, but a good role for me === 2010 and earlier === *[[Career/Opportunities/Sustainalytics Junior Analyst|Sustainalytics Junior Analyst]] - January 2010 ('''applied''') *[[Career/Opportunities/Deloitte|Deloitte]] - Fall 2010 forward :*[[Career/Opportunities/Deloitte AERS Carbon Management|Business Risk Carbon Management]] *[[Career/Opportunities/Wellington Equity Portfolio Specialist|Wellington Equity Portfolio Specialist]] - December 2010 *[[Career/Opportunities/MIT Sloan Group Program Manager|MIT Sloan Group Program Manager]] - December 2010 *[[Career/Opportunities/Scarborough Alliance Regional Manager|Scarborough Alliance Regional Manager]] - November 2010 *[[Career/Opportunities/W3C Business Development Global Leader|W3C Business Development Global Leader]] - October 2010 *[[Career/Opportunities/MSCI Consultant|MSCI Consultant]] - October 2010 *[[Career/Opportunities/VP SA Moodys|Vice President-Senior Analyst Moody's]] - October 2010 ('''submitted''') *[[Career/Opportunities/Product Manager Portfolio Management Solutions|Product Manager Portfolio Management Solutions]] - October 2010 *http://jobs.efinancialcareers.com/job-4000000000671665.htm?source=EM:efc_namerica=105 *http://jobs.efinancialcareers.com/job-4000000000691592.htm?source=EM:efc_namerica=105 *[[Career/Opportunities/VP Corp Development FS|Vice President Corporate Development]] - via Recruiter (Michael Page) - September 2010 ('''submitted''') *[[Career/Opportunities/Wellington Research Associate|Wellington Research Associate]] - September 2010 ('''submitted''') *[[Career/Opportunities/Enernoc International Marketing Manager|Enernoc International Marketing Manager]] - September 2010 ('''submitted''') *[[Career/Opportunities/Hedge Fund Investor Relations Aug 2010|Investor Relatons VP Hedge Fund]] - August 2010 ('''submitted''') *[[Career/Opportunities/IBM Academic Initiative|IBM Academic Initiative]] - August 2010 :*See [[People/Tony Morettini/History|history page]] for Tony. *[[Career/Opportunities/S&P Director Municipal Enterprise Ratings|S&P Director Municipal Enterprise Ratings]] August 2010 ('''submitted''') Not selected. (S&P actually bothered to inform candidates who were not chosen.) *Deloitte Consulting - two positions posted in Sustainability (Aug 2010) :*[[Career/Opportunities/Deloitte Research Senior Manager|Research Senior Manager, Sustainability and Climate Change]] - Managing research production :*[[Career/Opportunities/Deloitte National Marketing Manager|National Senior Marketing Manager for Enterprise Sustainability IMO]] *Next Step Living [[Career/Opportunities/NSL/Director of Institutional Partnerships|Director of Institutional Partnerships]] - will be filled with internal hire, but following up with Gabe Shapiro on other opportunities {{color||2010-07-03}} *[[Career/Opportunities/Clean Tech Strategy Consulting|Strategy Consulting Associates/Managers - Clean Tech]] [http://jobs.efinancialcareers.com/job-4000000000657458.htm eFC Posting] July ('''submitted''') *Investment Analyst - "Boutique" trust company via Tomer Search [http://jobs.efinancialcareers.com/job-4000000000656919.htm eFC Posting] July 2010 *Business Solutions Lead - Wellington Management [http://jobs.efinancialcareers.com/job-4000000000638140.htm eFC Posting] July 2010 *[[Career/Opportunities/PTC Insight Product Management Director|PTC Insight Product Management Director]] - June 2010 *[[Career/Opportunities/MIT Advisor Office of the President|MIT - Advisor, Office of the President]] - June/July 2010 (chose not to submit) *[[Career/Opportunities/MIT Sloan Executive Education|MIT Sloan Executive Education]] - June/July 2010 ('''submitted''') *[[Career/Opportunities/CERA Research Associate|CERA Research Associate]] - June 2010 CFA *[[Career/Opportunities/Peak Financial Business Development|Peak Financial Business Development Officer]] - June 2010 ('''submitted''') *[[Career/Opportunities/Arrowsteet Capital Product Specialist|Arrowsteet Capital Product Specialist]] - June 2010 ('''submitted''') *[[Career/Opportunitiies/Wellington Diversified Growth Analyst|Wellington Diversified Growth Analyst]] - June 2010 ('''submitted''') *[[Career/Opportunities/MFS Small and Mid Cap Analyst|MFS Small/Mid Cap Analyst]] - June 2010 ('''submitted''') *[[Career/Opportunities/Hedge Fund Investor Relations|Hedge Fund Investor Relations]] - June 2010 ('''submitted''') *[[Career/Opportunities/Zipcar Director of Investor Relations|Zipcar Director of Investor Relations]] - May 2010 *[[Career/Opportunities/PTC Insight Product Marketing Director|PTC Insight Product Marketing Director]] - May 2010 ('''submitted''' - interviewed) *[[Career/Opportunities/First Wind Director of Project Finance|First Wind Director of Project Finance]] - March 2010 (not competitive now, but a job I would like to get to) *[[Career/Opportunities/First Wind Development Manager|First Wind Development Manager]] - March 2010 ('''submitted''' - no response) *[[Career/Opportunities/Olin I2E2 Assistant Director|Assistant Director for I2E2]], Olin College - March 2010 *[[Career/Opportunities/Norvento Regional Wind Power Development Manager|Norvento Regional Wind Power Development Manager]] - February 2010 ('''submitted''' - no response) *[[Career/Opportunities/Sustainable Endowments Institute Managing Director|Sustainable Endowments Institute Managing Director]] - February 2010 ('''submitted''' - not interviewed) *[[Career/Opportunities/BSAS Executive Director|BSAS Executive Director]] - January 2010 ('''submitted''' - not interviewed) *[[Career/Opportunities/Olin Scope part-time|Part-time Business Development for Olin SCOPE program]] - Nov 2009 ('''submitted''' informally - no response) *[[Career/Opportunities/CERES Director of Investor Programs Sep 2009|CERES - Director of Investor Programs]] - Sep 2009 ('''submitted''' - no response) *[[Career/Opportunities/Standish Senior Relationship Manager|Standish Asset Management Senior Relationship Manager]] - Nov 2009 *[[Career/Opportunities/SSgA Senior Global Asset Allocation Portfolio Manager Oct 2009|SSgA Senior Global Asset Allocation Portfolio Manager]] - Oct 2009 (No response) *[[Career/Opportunities/Wellington/Client Service Manager Sep 2009|Wellington - Client Service Manager]] - Sep 2009 (Filled at lower level; met with hiring manager) *[[Career/Opportunities/Arrowsteet Capital Business Development Sep 2009|Arrowstreet Capital - Business Development]] - Sep 2009 (No response) ---- [[Category:Career]] aqxojnypydmpm31xfmxu38qyr2lieda 1277 1276 2024-05-24T04:57:42Z Michael 1 1 revision imported 1276 wikitext text/x-wiki == Archive - Applied == *[[Career/Opportunities/Trillium_Investment_Manager|Trillium Investment Manager]] - May, 2015 :*Submitted through Cheryl Smith; filled before could be considered *[[Career/Opportunities/BlueWave Capital Business Development Director|Business Development Director]], Blue Wave Capital - July 2014 '''Applied''' *Senior VP for Business Development - Boston Common Asset Management - June 2014 :*Still listed on BCAM web site Dec 2014. Seaview Global Advisors no longer lists is among their active searches. :*Connected with BCAM through Steve Lydenberg :*Brian Compagnone hired. Connected with Brian *[[Career/CERES FS Corporate Program Manager|Corporate Program Manager, Financial Services, CERES]] - ? *[http://www.sustainround.com/aboutst/employment-info/ Sustainability Roundtable] *[[Career/Opportunities/CFA Institute Head University Relations|Head, University Relations]] - CFA Institute '''Applied''' :*{{hct|2013-07-08}} - Notified shortly after that position was filled. *NEEP [[Career/Opportunities/NEEP Director of Energy Efficiency Strategies|Director of Energy Efficiency Strategies]] '''Applied''' :*{{hct|2013-03}} ? - Had 2nd stage interview, but not selected. :*{{hct|2012-12-31}} Search reopened; contacted by NEEP. == Archive - earlier == === 2016 - 2014 === ::Note: Older "applied" items are here as well. *[[Career/Opportunities/CA Director GBD Non-Profit Practice|Director Global Business Development, Non-Profit Practice]], Cambridge Associates :*Posted on LinkedIn {{hct|2016-01-22}} *[[Career/Opportunities/Trillium Regional Sales Consultant|Regional Sales Consultant]], East Coast, Trillium :*Posted on BASIC and Trillium web site {{hct|2016-01-22}} :*Check with Cheryl (and Paul) on appropriateness *[[Career/Opportunities/Brandeis Associate Director of Investments|Associate Director of Investments]], Brandeis University :*Posted on CFA Institute web site, {{hct|2016-01-12}} *Cengage Learning Vice President of Investor Relations - [https://www.linkedin.com/comm/jobs2/view/83026831?refId=f8ef6cde-da78-4bd3-82d9-cf06ade2d0ac&trk=eml-jymbii-organic-job-card&midToken=AQGJ3c1qcuLycw&trkEmail=eml-jobs_jymbii_digest-null-53-null-null-5qg89~ijuxtwpu~ja LikedIn] {{hct|2016-01-25}} :*Pros: ::*I do have many of the skills ::*It would be an interesting job ::*I have credible experience and understanding of both the industry (K12) and the financials ::*My School Committee/elected official experience - sensitivity to important issues in the field and what to say and not say :*Cons: ::*I'd be competing against a sizable pool of experienced investor relations professionals - would I even make the first cut? :*Summary: ::*Could I make a "different candidate with a unique combination of skills" easily and credibly? If so, go ahead? *Fidelity, Sr Mgr Portfolio Communications (Fidelity Institutional Asset Mgmt) [https://www.linkedin.com/jobs2/view/100456597?refId=43f3e85d-2fb7-4b86-813f-610189797696&trk=jobs_home_click_jymbii LinkedIn] {{color||2016-01-25}} :*Pros: Only a few applicants; can make a case for " simplify complex investment concepts into simple clear language appropriate to the audience." :*Cons: No capital markets writing experience (or particular interest per se), but they only ask for 1-2 years; Fidelity is hard to get in to. :*Summary: ? *Senior Relationship Mgr, Financial Engines [https://www.linkedin.com/jobs2/view/86799785?recommendedFlavor=SCHOOL_RECRUIT&trk=job_view_browse_map LinkedIn] {{color||2016-01-11}} :*Summary: Fundamentally an account sales management position; *Relationship Manager, Brown Brothers Harriman [https://www.linkedin.com/jobs2/view/71822210?recommendedFlavor=SCHOOL_RECRUIT&trk=job_view_browse_map LinkedIn] {{color||2016-01-18{{ :*Pros: Have relationship management and financial skills; Desirable institution :*Cons: Making the case, level/experience mismatch? *Boston Private Wealth [https://www.linkedin.com/jobs2/view/69332723?trk=job_view_browse_map LinkedIn] :*Too much of a stretch on job experience (7-10 years wealth planning experience working with high net worth individuals and families in a comprehensive capacity) given likely competition) *Morgan stanley [https://www.linkedin.com/jobs2/view/90360721?recommendedFlavor=SCHOOL_RECRUIT&trk=job_view_browse_map LinkedIn] :*Someone I know in BSAS with 25+ years institutional & private wealth, was looking for 1 year+ after being let go by State Street. Just started as a new FA at Morgan Stanley at a level below this. === 2013 === *[[Career/Opportunities/Wellington ESG Analyst|Wellington ESG Analyst]] - Oct 2013 *[[Career/Opportunities/2013Aug|August 2013 possibles]] *[[Career/Opportunities/Business Development Hult|Business Development]] - Hult International Business School {{color||2013-08-14}} *Harvard Management :*Vice President of Sustainability (add link) [http://www.example.com link title] ::*Note to Jane Mendillo? ::*{{color||2013-08-01}} - Jameela Pedicini hired from Callpers to fill this position. *SunEdison Regional Sales Manager - April 2013 *Solar City [https://www11.ultirecruit.com/SOL1002/JobBoard/JobDetails.aspx?__ID=*52408824FAF56F17 Regional Sales Manager] *AMS - Follow up with Leigh Tucker (note from Leigh was end of January, but these jobs listed on site as of 2013-03-15) :*[http://www.amsolutions.net/careers/job-listings/director-business-development-higher-education Director of Business Development] Higher Education :*[http://www.amsolutions.net/careers/job-listings/business-development-manager-nonprofit-client-practice Business Development Manager] non-profit practice :*[http://www.amsolutions.net/careers/job-listings/ams-director-business-development Director of Business Development] - general corporate? *NMR Group [http://www.sustainablebusiness.com/index.cfm/go/greendreamjobs.display/id/3055531 Senior Project Manager] *Putnam Investments [http://www.linkedin.com/jobs?viewJob=&jobId=4973234&srchIndex=55&trk=njsrch_hits&goback=.fjs_*1_*1_*1_I_us_02494_35_6_R_true_*1_*2_*2_3+2+1_*2_*2_anls+mgmt+prdm+prjm+fin+mrkt+bd+cnsl+sale_45+43+41+46+106+129+141_3+6+5+4 Municipal Credit Analyst] *Sustainable Energy Advantage [http://www.linkedin.com/jobs?viewJob=&jobId=5005377&srchIndex=16&trk=njsrch_hits&goback=.fjs_*1_*1_*1_I_us_02494_35_2_R_true_*1_*2_*2_3+2+1_*2_*2_anls+it+genb+fin+othr+sale+mgmt+prdm+stra+prjm+mrkt+bd+cnsl_144+59+57+86_*2 Renewable Energy Analyst] *Boston Trust [[Career/Opportunities/Boston Trust ESG Researcher|Boston Trust ESG Researcher]] - {{color||2013-02-22}} *AMS (Accounting Management Solutions/Leigh Tucker) - Several [http://www.amsolutions.net/careers/featured-job-listings Business Development positions] - {{color||2013-02-07}} *MIT [[Career/Opportunities/MIT Director of Sustainability|Director of Sustainability]] = {{color||2013-01-11}} === 2012 === *TianDi Growth Capital [[Career/Opportunities/Tiandi Senior Associate|Senior Associate/Principal]] - {{color||2012-12-18}} *Thomson Reuters [[Career/Opportunities/Thomson Reuters Global Project Manager|Global Business & Strategy Manager]] - {{color||2012-12-17}} *Breckenridge Capital Advisors [[Career/Opportunities/Breckenridge ESG Analyst|ESG Analyst]] - {{color||2012-11-18}} *Environment America [[Career/Opportunities/Environment America Senior Program Manager|Senior Program Manager]] Global Warming and Energy Program - Found {{color||2012-11-18}} *BNY Mellon [[Career/Opportunities/BNY Mellon Wealth Management Sales Director|Wealth Management Sales Director]] - updated {{color||2012-10-29}} on eFinancial Careers *NEEP [[Career/Opportunities/NEEP Director of Energy Efficiency Strategies|Director of Energy Efficiency Strategies]] - {{color||2012-09-17}} *[http://www.neep.org NEEP] - Northeast Energy Efficiency Partnerships [http://neep.org/about-neep/job-opportunities Job Opportunities] :*[http://www.sustainablebusiness.com/index.cfm/go/greendreamjobs.display/id/3054915 Director of Energy Efficiency Strategies] [http://neep.org/uploads/About%20NEEP/job%20ops/Job%20Description_Director%20of%20Energy%20Efficiency%20Strategies.pdf PDF] - {{color||2012-09-17}} :*Residential Programs Manager [http://neep.org/uploads/About%20NEEP/job%20ops/Manager_Residential%20Programs_Sept%202012.pdf PDF] - {{color||2012-09-xx}} *[http://www.allianceforbusinessleadership.org Alliance for Business Leadership] [[Career/Opportunities/ABL Executive Director|Executive Director]] - {{color||2012-09-26}} :*Interesting for detailed listing of desired skills :*We seek candidates with progressively responsible executive level leadership experience who are passionate about the opportunity to redefine the role of business leadership in society. *SharonMerrill - Investor Relations [http://www.linkedin.com/jobs?viewJob=&jobId=3840511&srchIndex=12&trk=njsrch_hits&goback=.fjd_3245041_2_true_*2_*2_*2_*2_*2_*2_*2_*2_*2 Senior Associate] :*Communications/investor relations firm - life sciences, technology, manufacturing clients :*[http://www.investorrelations.com web site] *Ameresco [http://jobs.efinancialcareers.com/job-4000000001098325.htm?source=EM:efc_namerica=105 Project Analyst] - Energy Efficiency and Renewables {{color||2012-10-19}} *Cammack LaRhette Consulting, VP Investment Consulting {{color||2012-10-16}} **[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4955233&SEO=1&MemID=441432&MemKey=1utmo3454moxnvriegfl1jr0 CFA Institute Posting]*:*Benefits Consulting Firm **Research and analyze investment products, including mutual funds, variable annuities and insurance company fixed income products; present to clients **Good core skill match, but they want Series 6, Series 63, Series 65 and State Life & Health License already in place to "hit the ground running" *TIAA/CREF [[Career/Opportunities/TIAA CREF Assoc Wealth Mgmt Advisor|Associate Wealth Management Advisor]] - {{color||2012-10-15}} *Moody's Investor Services [[Career/Opportunities/Moodys Senior Analyst Local Government|Senior Analyst Local Government]] - {{color||2012-10-02}} *Bank of New York Mellon [http://jobline.cfainstitute.org/jobs/4926192/sales-director-wealth-management-job Sales Director, Wealth Management] {{color||2012-09-24}} *Heller Consulting [http://teamheller.com/strategic-sales-executive Strategic Sales Executive] - {{color||2012-09-24}} **Help non-profits optimize their use of software to advance their missions **Somewhat narrowly focused four platforms (Blackbaud, Convio, Salesforce, Affinquest) **Offices in SF, NY and Chicago *E&Y Climate Change and Sustainability Services - [https://ey.taleo.net/careersection/gexp01/jobdetail.ftl Manager, New York] - {{color||2012-08-28}} for informational purposes on job content *Enernoc [[Career/Opportunities/Enernoc Energy Markets Team Lead|Energy Markets Team Lead]] - {{color||2012-08-03}} *[[People/Stephen Torres|Stephen Torres]] - [[Companies/Fonroche Renewable Energy|Fonroche Renewable Energy]] {{color||2012-07-26}} *[[Career/Opportunities/MIT|MIT Opportunities]] *National Grid IS Strategy Consultant http://jobview.monster.com/GetJob.aspx?JobID=111159941&aid=105675130&WT.mc_n=JSAHG10 *EBI Consulting [[Career/Opportunities/EBI Consulting Environmental Sales Account Executive|EBI Consulting Environmental Sales Account Executive]] - July, 2012 *NStar [[Career/Opportunities/NSTAR/Sales Executive Energy Efficiency|Sales Executive Energy Efficiency]] - June, 2012 *Mass Clean Energy Center [http://masscec.com/index.cfm/page/Senior-Director-for-Market-Development-and-Support/pid/12263 Senior Director for Market Development and Support] - June? 2012 *'''Fidelity Investment Capability Management''' - following up, networking with Andy Rubin - 2012 *[[Career/Opportunities/Senior Municipal Analyst|Senior Municipal Analyst]] - July, 2012 *Investment Analyst & Relationship Manager, [http://www.wmgroupllc.com/new/WMG/content.asp?contentid=2017456932 Wealth Management Group] - [http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4748262&SEO=1&MemID=441432&MemKey=aam12c45rihnso55bpsm5ve3 CFA JobLine] April, 2012 *Private Equity Investor Relations Associate - [http://jobs.efinancialcareers.com/job-4000000000993563.htm?source=EM:efc_namerica=105 eFinancialCareers] April, 2012 *National Grid [http://jobview.monster.com/GetJob.aspx?JobID=107664166&WT.mc_n=JSAHG10&aid=105675130&fwr=true Program Strategy] - April, 2012 *GMZ Business Development Analyst (contract to full time?) [http://jobview.monster.com/GetJob.aspx?JobID=109285930&WT.mc_n=JSAHG10&aid=105675130&fwr=true Monster, April 2012] *Sustainability at Harvard Law School - [https://sjobs.brassring.com/EN/ASP/TG/cim_jobdetail.asp?jobId=874560&partnerid=25240&siteid=5341&type=search&JobReqLang=1&codes=IND April 2012] *Manager of Business Development/Inside Sales - Balderton Capital Technology Portfolio Company, Southborough :*From [https://www.ivyexec.com/professionals/search/job/390104/job_promotion?lt=966c0bed70e7cd903e76fdc5412b7b3a&lt2=mjg@riverbendadvisors.com Ivy Exec] {{color||2012-04-03}} *[http://jobs.resourcesglobal.com/rgp_rw/rgp_web/job_search.cfm?refcntr=us Resources Global Professionals] - Professional Services Firm; created out of Deloitte & Touche in 1999 :*[http://jobs.resourcesglobal.com/rgp_rw/rgp_web/job_detail.cfm?recnum=1&totalrecs=2&start=1&pagestart=1 Managing Director, Boston Office] - 11854 ::*[http://www.linkedin.com/jobs?viewJob=&jobId=2443414&trk=eml-anet_dig-b_jb-ttl-cn&ut=34Wlc4wQP7Ll41 Same job] at LinkedIn - posted 2012-01-23 :*[http://jobs.resourcesglobal.com/rgp_rw/rgp_web/job_detail.cfm?recnum=2&totalrecs=2&start=1&pagestart=1 Director of Client Service], Information Management - 12029 *Cambridge Associates [[Career/Opportunities/Cambridge Associates Client Service Assistant Director|Client Service Assistant Director]] - January 2012 ('''applied''') === 2011 === *National Grid [[Career/Opportunities/National Grid Strategy Analyst|Strategy Analyst]] - December 2011 ('''applied''') *National Grid [[Career/Opportunities/NGrid Program Manager|Various]] - December 2011 *Capaccio Environmental Engineering - [[Career/Opportunities/Capaccio Sustainability Specialist|Sustainability Specialist]] - December 2011 *Green Century Funds - [[Career/Opportunities/Green Century Funds Marketing Manager|Marketing Manager]] - November 2011 (informal conversations) *Brown Brothers Harriman - [http://jobs.efinancialcareers.com/job-4000000000904781.htm?source=EM:efc_namerica=105 Business Development] - worth pursuing? *Wellington Management [[Career/Opportunities/Wellington Account Manager|NCS Account Manager]] - October 2011 *Energy Manufacturer [[Career/Opportunities/Energy Mfg Investor Relations|Investor Relations]] - September 2011 *John Hancock, [[Career/Opportunities/John Hancock Investment Analyst|Investment Analyst, Power & Infrastructure Finance]] - September 2011 *New England Clean Energy Council - four jobs posted, initially funded for two years. Consider: :*[[Career/Opportunities/NECEC Segment Development Program Manager|Segment Development Program Manager]] - September 2011 :*[[Career/Opportunities/NECEC VP Policy|VP Policy and Government Affairs]] - September 2011 *[[Career/Opportunities/Santander Institutional Relations|Santander Institutional Relations]] - September 2011 *[[Career/Opportunities/BNY Mellon Sales Director Charitable Giving|BNY Mellon Sales Director Charitable Giving]] - September 2011 *[[Career/Opportunities/Towers Watson Account Director|Towers Watson Account Director]] - July 2011 *[[Career/Opportunities/MSCI ESG Sales Specialist|MSCI ESG Sales Specialist]] - June 2011 ('''Applied and interviewed''') *[[Career/Opportunities/MSCI ESG Custom Analyst|MSCI ESG Custom Analyst]] - June 2011 *[[Career/Opportunities/NEPC Senior Investment Consultant|NEPC Senior Investment Consultant]] - May 2011 *[[Career/Opportunities/NEEP Finance and Administration|NEEP Director of Finance and Administration]] - May 2011 ('''Applied''') *[[Career/Opportunities/Nexamp Government Project Manager|Nexamp Government Project Manager]] - April, 2011 *[[Career/Opportunities/BCAM Part-time ESG Analyst|Boston Common Asset Management Part-time ESG Analyst]] - April 2011 *[[Career/Opportunities/BCAM Global Equity Analyst|Boston Common Asset Management Global Equity Analyst]] - April 2011 *[[Career/Opportunities/DoER Renewable Policy Director|DoER Renewable Policy Director]] - April 2011 ('''Applied''') *[[Career/Opportunities/TD Environment Senior Manager|TD Environment Senior Manager]] - March 28, 2011 ('''Applied''') *[[Career/Opportunities/State Street Senior ESG Analyst|State Street Senior ESG Analyst]] - February 2011 ('''Applied''') *[[Career/Opportunities/CERES Corporate Program Manager|CERES Program Manager]] - February 2011 :*F/U directly with Director to see if fit *[[Career/Opportunities/MSCI Client Consultant|MSCI Client Consultant]] - February 2011 *[[Career/Opportunities/Solar Alliance Mid-Atlantic|Manager/Director of Mid-Atlantic Region, Solar Alliance]] - January 2011. Not a fit because of geography, but a good role for me === 2010 and earlier === *[[Career/Opportunities/Sustainalytics Junior Analyst|Sustainalytics Junior Analyst]] - January 2010 ('''applied''') *[[Career/Opportunities/Deloitte|Deloitte]] - Fall 2010 forward :*[[Career/Opportunities/Deloitte AERS Carbon Management|Business Risk Carbon Management]] *[[Career/Opportunities/Wellington Equity Portfolio Specialist|Wellington Equity Portfolio Specialist]] - December 2010 *[[Career/Opportunities/MIT Sloan Group Program Manager|MIT Sloan Group Program Manager]] - December 2010 *[[Career/Opportunities/Scarborough Alliance Regional Manager|Scarborough Alliance Regional Manager]] - November 2010 *[[Career/Opportunities/W3C Business Development Global Leader|W3C Business Development Global Leader]] - October 2010 *[[Career/Opportunities/MSCI Consultant|MSCI Consultant]] - October 2010 *[[Career/Opportunities/VP SA Moodys|Vice President-Senior Analyst Moody's]] - October 2010 ('''submitted''') *[[Career/Opportunities/Product Manager Portfolio Management Solutions|Product Manager Portfolio Management Solutions]] - October 2010 *http://jobs.efinancialcareers.com/job-4000000000671665.htm?source=EM:efc_namerica=105 *http://jobs.efinancialcareers.com/job-4000000000691592.htm?source=EM:efc_namerica=105 *[[Career/Opportunities/VP Corp Development FS|Vice President Corporate Development]] - via Recruiter (Michael Page) - September 2010 ('''submitted''') *[[Career/Opportunities/Wellington Research Associate|Wellington Research Associate]] - September 2010 ('''submitted''') *[[Career/Opportunities/Enernoc International Marketing Manager|Enernoc International Marketing Manager]] - September 2010 ('''submitted''') *[[Career/Opportunities/Hedge Fund Investor Relations Aug 2010|Investor Relatons VP Hedge Fund]] - August 2010 ('''submitted''') *[[Career/Opportunities/IBM Academic Initiative|IBM Academic Initiative]] - August 2010 :*See [[People/Tony Morettini/History|history page]] for Tony. *[[Career/Opportunities/S&P Director Municipal Enterprise Ratings|S&P Director Municipal Enterprise Ratings]] August 2010 ('''submitted''') Not selected. (S&P actually bothered to inform candidates who were not chosen.) *Deloitte Consulting - two positions posted in Sustainability (Aug 2010) :*[[Career/Opportunities/Deloitte Research Senior Manager|Research Senior Manager, Sustainability and Climate Change]] - Managing research production :*[[Career/Opportunities/Deloitte National Marketing Manager|National Senior Marketing Manager for Enterprise Sustainability IMO]] *Next Step Living [[Career/Opportunities/NSL/Director of Institutional Partnerships|Director of Institutional Partnerships]] - will be filled with internal hire, but following up with Gabe Shapiro on other opportunities {{color||2010-07-03}} *[[Career/Opportunities/Clean Tech Strategy Consulting|Strategy Consulting Associates/Managers - Clean Tech]] [http://jobs.efinancialcareers.com/job-4000000000657458.htm eFC Posting] July ('''submitted''') *Investment Analyst - "Boutique" trust company via Tomer Search [http://jobs.efinancialcareers.com/job-4000000000656919.htm eFC Posting] July 2010 *Business Solutions Lead - Wellington Management [http://jobs.efinancialcareers.com/job-4000000000638140.htm eFC Posting] July 2010 *[[Career/Opportunities/PTC Insight Product Management Director|PTC Insight Product Management Director]] - June 2010 *[[Career/Opportunities/MIT Advisor Office of the President|MIT - Advisor, Office of the President]] - June/July 2010 (chose not to submit) *[[Career/Opportunities/MIT Sloan Executive Education|MIT Sloan Executive Education]] - June/July 2010 ('''submitted''') *[[Career/Opportunities/CERA Research Associate|CERA Research Associate]] - June 2010 CFA *[[Career/Opportunities/Peak Financial Business Development|Peak Financial Business Development Officer]] - June 2010 ('''submitted''') *[[Career/Opportunities/Arrowsteet Capital Product Specialist|Arrowsteet Capital Product Specialist]] - June 2010 ('''submitted''') *[[Career/Opportunitiies/Wellington Diversified Growth Analyst|Wellington Diversified Growth Analyst]] - June 2010 ('''submitted''') *[[Career/Opportunities/MFS Small and Mid Cap Analyst|MFS Small/Mid Cap Analyst]] - June 2010 ('''submitted''') *[[Career/Opportunities/Hedge Fund Investor Relations|Hedge Fund Investor Relations]] - June 2010 ('''submitted''') *[[Career/Opportunities/Zipcar Director of Investor Relations|Zipcar Director of Investor Relations]] - May 2010 *[[Career/Opportunities/PTC Insight Product Marketing Director|PTC Insight Product Marketing Director]] - May 2010 ('''submitted''' - interviewed) *[[Career/Opportunities/First Wind Director of Project Finance|First Wind Director of Project Finance]] - March 2010 (not competitive now, but a job I would like to get to) *[[Career/Opportunities/First Wind Development Manager|First Wind Development Manager]] - March 2010 ('''submitted''' - no response) *[[Career/Opportunities/Olin I2E2 Assistant Director|Assistant Director for I2E2]], Olin College - March 2010 *[[Career/Opportunities/Norvento Regional Wind Power Development Manager|Norvento Regional Wind Power Development Manager]] - February 2010 ('''submitted''' - no response) *[[Career/Opportunities/Sustainable Endowments Institute Managing Director|Sustainable Endowments Institute Managing Director]] - February 2010 ('''submitted''' - not interviewed) *[[Career/Opportunities/BSAS Executive Director|BSAS Executive Director]] - January 2010 ('''submitted''' - not interviewed) *[[Career/Opportunities/Olin Scope part-time|Part-time Business Development for Olin SCOPE program]] - Nov 2009 ('''submitted''' informally - no response) *[[Career/Opportunities/CERES Director of Investor Programs Sep 2009|CERES - Director of Investor Programs]] - Sep 2009 ('''submitted''' - no response) *[[Career/Opportunities/Standish Senior Relationship Manager|Standish Asset Management Senior Relationship Manager]] - Nov 2009 *[[Career/Opportunities/SSgA Senior Global Asset Allocation Portfolio Manager Oct 2009|SSgA Senior Global Asset Allocation Portfolio Manager]] - Oct 2009 (No response) *[[Career/Opportunities/Wellington/Client Service Manager Sep 2009|Wellington - Client Service Manager]] - Sep 2009 (Filled at lower level; met with hiring manager) *[[Career/Opportunities/Arrowsteet Capital Business Development Sep 2009|Arrowstreet Capital - Business Development]] - Sep 2009 (No response) ---- [[Category:Career]] aqxojnypydmpm31xfmxu38qyr2lieda 0 655 1278 2009-10-06T15:22:51Z Greis>Michael 0 moved [[Opportunities/Arrowsteet Capital Business Development Sep 2009]] to [[Career/Opportunities/Arrowsteet Capital Business Development Sep 2009]] 1278 wikitext text/x-wiki === Notes === *See [[Companies/Arrowstreet Capital|Arrowstreet Capital]] description and notes :*Much of leadership team came from PanAgora (who was the former exec I met with?) :*Prefer CFA for this position :*List close ties with Academia - good for fit? === Posting === <u>About Arrowstreet Capital</u> Arrowstreet Capital, L.P. is a Boston based global equity management firm working with institutional investors such as pension plans, endowments, foundations, and sub-advisors. The firm manages over $17 Billion and has relationships with 50 clients located in North America, Europe, and Australasia. Arrowstreet Capital is an Equal Opportunity Employer. For more information, please visit us at www.arrowstreetcapital.com. <u>Job Description</u> Since its inception in 1999, Arrowstreet has developed a significant base of large institutional clients in the US. This individual will be a key part of Arrowstreet’s initiative to continue its growth in the large institutional market, and to expand its presence in the small- to mid-size institutional market. Primary areas of responsibility will include leading Arrowstreet’s business development, consultant relations, and client service efforts within a defined territory in the US. The job will be based in Boston and significant travel is expected. <u>Responsibilities</u> *Marketing: :*Design and implement a sales calling plan for a specific territory in the US institutional market. :*Develop a strategy to expand marketing efforts into small- and mid-size clients. :*Build and manage relationships with investment consultants. :*Support all aspects of the sales process, including managing requests for information, marketing content, etc. :*Support product development, general marketing initiatives, and all aspects of business development. *Client Service: :*Manage existing and future institutional client relationships. <u>Requirements</u> The candidate must have strong business and relationship management skills. In addition, he / she must be able to communicate a sophisticated investment process to the institutional and retail investment communities. Other qualifications include: #2-10 years of experience managing business and client relationships and / or generating revenue. #Excellent interpersonal, presentation, and writing skills. #BS/BA or MBA in Business, Finance, or Marketing. #CFA strongly preferred. If you enjoy a hands-on, fast-paced environment that allows you to become an integral part of our company, then you will find that Arrowstreet will be a richly rewarding experience for you! Qualified candidates should submit a resume to recruiter@arrowstreetcapital.com . Please include a cover letter detailing your short, medium, and long-term career goals as well as your salary requirements. No telephone calls please. 1lff7j6fi3m39ewsrmk1hfu87fnckrh 1279 1278 2024-05-24T04:57:42Z Michael 1 1 revision imported 1278 wikitext text/x-wiki === Notes === *See [[Companies/Arrowstreet Capital|Arrowstreet Capital]] description and notes :*Much of leadership team came from PanAgora (who was the former exec I met with?) :*Prefer CFA for this position :*List close ties with Academia - good for fit? === Posting === <u>About Arrowstreet Capital</u> Arrowstreet Capital, L.P. is a Boston based global equity management firm working with institutional investors such as pension plans, endowments, foundations, and sub-advisors. The firm manages over $17 Billion and has relationships with 50 clients located in North America, Europe, and Australasia. Arrowstreet Capital is an Equal Opportunity Employer. For more information, please visit us at www.arrowstreetcapital.com. <u>Job Description</u> Since its inception in 1999, Arrowstreet has developed a significant base of large institutional clients in the US. This individual will be a key part of Arrowstreet’s initiative to continue its growth in the large institutional market, and to expand its presence in the small- to mid-size institutional market. Primary areas of responsibility will include leading Arrowstreet’s business development, consultant relations, and client service efforts within a defined territory in the US. The job will be based in Boston and significant travel is expected. <u>Responsibilities</u> *Marketing: :*Design and implement a sales calling plan for a specific territory in the US institutional market. :*Develop a strategy to expand marketing efforts into small- and mid-size clients. :*Build and manage relationships with investment consultants. :*Support all aspects of the sales process, including managing requests for information, marketing content, etc. :*Support product development, general marketing initiatives, and all aspects of business development. *Client Service: :*Manage existing and future institutional client relationships. <u>Requirements</u> The candidate must have strong business and relationship management skills. In addition, he / she must be able to communicate a sophisticated investment process to the institutional and retail investment communities. Other qualifications include: #2-10 years of experience managing business and client relationships and / or generating revenue. #Excellent interpersonal, presentation, and writing skills. #BS/BA or MBA in Business, Finance, or Marketing. #CFA strongly preferred. If you enjoy a hands-on, fast-paced environment that allows you to become an integral part of our company, then you will find that Arrowstreet will be a richly rewarding experience for you! Qualified candidates should submit a resume to recruiter@arrowstreetcapital.com . Please include a cover letter detailing your short, medium, and long-term career goals as well as your salary requirements. No telephone calls please. 1lff7j6fi3m39ewsrmk1hfu87fnckrh 0 656 1280 2010-06-24T19:52:39Z Greis>Michael 0 1280 wikitext text/x-wiki *Applied via e-mail to Arrowstreet Capital using new template on 6-23-10 *[http://jobline.cfainstitute.org/jobs/3416003/product-specialist-north-america Posting] from CFA Institute Jobline == Posting == '''About Arrowstreet Capital, LP''' Arrowstreet Capital, L.P. is a Boston based firm that provides global and international equity investment strategies to institutional investors such as pension plans, endowments, foundations, and sub-advisors. The firm manages over $25 Billion and has relationships with 60 clients located in North America, Europe, and Australia. Arrowstreet Capital is an Equal Opportunity Employer. For more information, please visit us at www.arrowstreetcapital.com. (3.10) === Job Description === JOB DESCRIPTION: Arrowstreet has recently increased its client base of small to mid size institutional investors. This individual will be responsible for serving and managing all aspects of these relationships including: communications on investment strategy, portfolio reviews, written commentary, etc. This role will report in to the Head of Business Development located in Boston and travel is expected. PRINCIPLE DUTIES AND RESPONSIBILITIES: *Implement client service plan for defined group of clients, including on boarding process for new clients *As the primary point of contact, serve as a “proxy” for the Portfolio Management team by providing clients with ongoing updates about the investment philosophy, process, performance attribution of their accounts *Participates in Investment Committee meetings and Account Review meetings with Portfolio Management team *Assist in the creation of client materials, attribution and other portfolio related information. Handle ad hoc questions and provide commentary for questionnaires. *Support the overall marketing effort when needed and appropriate (this may include making consultant or sales calls in particular cities or regions) *Assist in development of new products Additional Salary Information: Negotiable QUALIFICATIONS: This candidate should have excellent communication skills and a strong investment background with in-depth product knowledge. He/She must be able to communicate sophisticated investment strategy and portfolio level information to institutional investors. Other items include: *3-6 years of experience in an investment team or product management team *Proven presentation and writing skills and the ability to work in a team environment with multiple responsibilities *BS/BA or MBA in Finance, Business or Economics *CFA strongly preferred If you enjoy a hands-on, fast-paced environment that allows you to become an integral part of our company, then you will find that Arrowstreet will be a richly rewarding experience for you! Qualified candidates should submit a resume to recruiter@arrowstreetcapital.com . Please include a cover letter detailing your short, medium, and long-term career goals as well as your salary requirements. No telephone calls please. ---- s6242hchlrz2ifi1xcc557gupejf04m 1281 1280 2024-05-24T04:57:42Z Michael 1 1 revision imported 1280 wikitext text/x-wiki *Applied via e-mail to Arrowstreet Capital using new template on 6-23-10 *[http://jobline.cfainstitute.org/jobs/3416003/product-specialist-north-america Posting] from CFA Institute Jobline == Posting == '''About Arrowstreet Capital, LP''' Arrowstreet Capital, L.P. is a Boston based firm that provides global and international equity investment strategies to institutional investors such as pension plans, endowments, foundations, and sub-advisors. The firm manages over $25 Billion and has relationships with 60 clients located in North America, Europe, and Australia. Arrowstreet Capital is an Equal Opportunity Employer. For more information, please visit us at www.arrowstreetcapital.com. (3.10) === Job Description === JOB DESCRIPTION: Arrowstreet has recently increased its client base of small to mid size institutional investors. This individual will be responsible for serving and managing all aspects of these relationships including: communications on investment strategy, portfolio reviews, written commentary, etc. This role will report in to the Head of Business Development located in Boston and travel is expected. PRINCIPLE DUTIES AND RESPONSIBILITIES: *Implement client service plan for defined group of clients, including on boarding process for new clients *As the primary point of contact, serve as a “proxy” for the Portfolio Management team by providing clients with ongoing updates about the investment philosophy, process, performance attribution of their accounts *Participates in Investment Committee meetings and Account Review meetings with Portfolio Management team *Assist in the creation of client materials, attribution and other portfolio related information. Handle ad hoc questions and provide commentary for questionnaires. *Support the overall marketing effort when needed and appropriate (this may include making consultant or sales calls in particular cities or regions) *Assist in development of new products Additional Salary Information: Negotiable QUALIFICATIONS: This candidate should have excellent communication skills and a strong investment background with in-depth product knowledge. He/She must be able to communicate sophisticated investment strategy and portfolio level information to institutional investors. Other items include: *3-6 years of experience in an investment team or product management team *Proven presentation and writing skills and the ability to work in a team environment with multiple responsibilities *BS/BA or MBA in Finance, Business or Economics *CFA strongly preferred If you enjoy a hands-on, fast-paced environment that allows you to become an integral part of our company, then you will find that Arrowstreet will be a richly rewarding experience for you! Qualified candidates should submit a resume to recruiter@arrowstreetcapital.com . Please include a cover letter detailing your short, medium, and long-term career goals as well as your salary requirements. No telephone calls please. ---- s6242hchlrz2ifi1xcc557gupejf04m 0 657 1282 2017-04-28T14:53:47Z Greis>Michael 0 1282 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> *Status: [[project status::closed]] [[opportunity status::DNA]] *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- entity of:: hiring company name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://jobline.cfainstitute.org/jobs/8503407 CFA Institute Job Line] :*Posted [[event date::2016-10-03]] === Posting === '''Description''': Athena Capital is seeking an Impact Investing focused investment professional to join its research team. Athena has been an active impact investor for many years and is looking to expand our team. Reporting to the co-heads of Research, the ideal candidate is an individual who has a strong interest in the impact/ESG investing field, has two to three years of professional experience in an investment role, not necessarily impact/ESG related, but one that has provided a solid foundation of financial markets and/or due diligence across asset classes or within a particular market segment. '''Our Company:''' Athena provides investment management, research and related services to high net worth individuals and non-profit institutions with approximately $5.9 billion under management. Importantly, Athena has a strong culture and seeks individuals who represent our core values of Excellence, Passion, Integrity and Caring (EPIC). For additional information on Athena, please visit www.athenacapital.com. '''Job Duties and Responsibilities:''' Depending on experience level, the candidate will have leading or supporting roles in the due diligence and monitoring efforts of impact/ESG related investments. The universe of investments will span asset classes from public equities and fixed income to alternatives but depending on background, the analyst may focus more on certain market segments. Projects will include contributing to in-depth analysis of specific impact issue areas in order to explore the investment landscape and understand how impact capital can create positive change. Additional ongoing responsibilities will include creating quarterly updates of investments and the active management of a database of investment opportunities, recent literature/articles, and industry contacts within the impact/ESG space. The analyst will also play a supporting role in continuing to build out Athena’s impact platform in terms of internal processes and procedures. Major responsibilities include: *Create investment write-ups and quarterly summaries on assigned funds *Support due diligence efforts of various investment opportunities *Manage database of impact investment opportunities, networks, organizations, and literature, and maintain best practices to keep current *Contribute to in-depth assessments of topical impact issue areas to understand investment landscape *Coordinate calls, visits, reviews, and database archives for assigned funds *Present findings and recommendations on existing holdings and new opportunities to the CIO and Investment Committee *Flexibility to assist with internal projects and duties across Athena’s research platform as needed *Participate in daily market update meeting and news analysis Interested candidates should send resume, cover letter and salary requirements to Resumes@athenacapital.com with the title “Impact Analyst”. No phone calls please. References and writing samples will eventually be requested from finalists in the interview process. '''Requirements''': *An undergraduate degree *Progress toward CFA or advanced degree is a plus, but not required *Investment management experience through internships and/or full time roles is a plus *Base of knowledge of and strong interest in the impact/ESG investment landscape and financial markets in general *Strong communication skills, both written and verbal *Highly organized and proactive *Strong analytical skills *Computer skills, including Excel, MS-Access, PerTrac, Bloomberg *Willingness to travel as needed *Willingness to assist in all areas of a growing business as needed *Candidates must be eligible to work in the U.S. ---- kb4rhmadm2lqa5jv5qgz3dmhvaasfxn 1283 1282 2024-05-24T04:57:42Z Michael 1 1 revision imported 1282 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> *Status: [[project status::closed]] [[opportunity status::DNA]] *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- entity of:: hiring company name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://jobline.cfainstitute.org/jobs/8503407 CFA Institute Job Line] :*Posted [[event date::2016-10-03]] === Posting === '''Description''': Athena Capital is seeking an Impact Investing focused investment professional to join its research team. Athena has been an active impact investor for many years and is looking to expand our team. Reporting to the co-heads of Research, the ideal candidate is an individual who has a strong interest in the impact/ESG investing field, has two to three years of professional experience in an investment role, not necessarily impact/ESG related, but one that has provided a solid foundation of financial markets and/or due diligence across asset classes or within a particular market segment. '''Our Company:''' Athena provides investment management, research and related services to high net worth individuals and non-profit institutions with approximately $5.9 billion under management. Importantly, Athena has a strong culture and seeks individuals who represent our core values of Excellence, Passion, Integrity and Caring (EPIC). For additional information on Athena, please visit www.athenacapital.com. '''Job Duties and Responsibilities:''' Depending on experience level, the candidate will have leading or supporting roles in the due diligence and monitoring efforts of impact/ESG related investments. The universe of investments will span asset classes from public equities and fixed income to alternatives but depending on background, the analyst may focus more on certain market segments. Projects will include contributing to in-depth analysis of specific impact issue areas in order to explore the investment landscape and understand how impact capital can create positive change. Additional ongoing responsibilities will include creating quarterly updates of investments and the active management of a database of investment opportunities, recent literature/articles, and industry contacts within the impact/ESG space. The analyst will also play a supporting role in continuing to build out Athena’s impact platform in terms of internal processes and procedures. Major responsibilities include: *Create investment write-ups and quarterly summaries on assigned funds *Support due diligence efforts of various investment opportunities *Manage database of impact investment opportunities, networks, organizations, and literature, and maintain best practices to keep current *Contribute to in-depth assessments of topical impact issue areas to understand investment landscape *Coordinate calls, visits, reviews, and database archives for assigned funds *Present findings and recommendations on existing holdings and new opportunities to the CIO and Investment Committee *Flexibility to assist with internal projects and duties across Athena’s research platform as needed *Participate in daily market update meeting and news analysis Interested candidates should send resume, cover letter and salary requirements to Resumes@athenacapital.com with the title “Impact Analyst”. No phone calls please. References and writing samples will eventually be requested from finalists in the interview process. '''Requirements''': *An undergraduate degree *Progress toward CFA or advanced degree is a plus, but not required *Investment management experience through internships and/or full time roles is a plus *Base of knowledge of and strong interest in the impact/ESG investment landscape and financial markets in general *Strong communication skills, both written and verbal *Highly organized and proactive *Strong analytical skills *Computer skills, including Excel, MS-Access, PerTrac, Bloomberg *Willingness to travel as needed *Willingness to assist in all areas of a growing business as needed *Candidates must be eligible to work in the U.S. ---- kb4rhmadm2lqa5jv5qgz3dmhvaasfxn 0 658 1284 2016-10-07T14:41:27Z Greis>Michael 0 1284 wikitext text/x-wiki == People == *'''[https://www.linkedin.com/in/lisette-cooper-phd-cfa-5183ba77 Lisette Cooper], CFA, Founder, CEO, CIO *'''[https://www.linkedin.com/in/david-lynch-cfa-74034b2 David Lynch]''', CFA, President, Deputy CIO, Managing Partner 9 Athena employees are BSAS members. == Firm == [https://www.athenacapital.com/ Athena Capital web site] Founded in 1993 and based in Lincoln, Massachusetts, Athena Capital is a privately owned, independent Registered Investment Advisor (RIA). The firm serves HNW families (>$25m), foundations and endowments. *Highly ranked and rated *Deeply engaged in Impact Investing, involved in GIIN == SEC Information === [https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=124062 ATHENA CAPITAL ADVISORS LLC] *CRD# 124062 *SEC# 801-62001 [{https://adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=124062 Latest Form ADV] *Attorney - Holland & Knight *Employees - 47 (30 doing investment advisory) *Clients - 26 - 100 *AUM - $6 billion, 446 accounts ($5.2B discretionary) *Services - financial planning, portfolio management, selection of advisors, private placement management *Sponsor/Member/GP of pooled investment vehicles :*Athena Catholic Values :*Athena Stonehorse Funds :*Athena Alpha Investors (Hedge Fund) :*Athena Capital Advisors :*ATHENA SELECT PRIVATE INVESTMENT FUND LLC :*ATHENA SELECT REAL ESTATE INVESTMENT FUND LLC f0psaeyc6g4xkx0p6wywlqfwonqoyht 1285 1284 2024-05-24T04:57:42Z Michael 1 1 revision imported 1284 wikitext text/x-wiki == People == *'''[https://www.linkedin.com/in/lisette-cooper-phd-cfa-5183ba77 Lisette Cooper], CFA, Founder, CEO, CIO *'''[https://www.linkedin.com/in/david-lynch-cfa-74034b2 David Lynch]''', CFA, President, Deputy CIO, Managing Partner 9 Athena employees are BSAS members. == Firm == [https://www.athenacapital.com/ Athena Capital web site] Founded in 1993 and based in Lincoln, Massachusetts, Athena Capital is a privately owned, independent Registered Investment Advisor (RIA). The firm serves HNW families (>$25m), foundations and endowments. *Highly ranked and rated *Deeply engaged in Impact Investing, involved in GIIN == SEC Information === [https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=124062 ATHENA CAPITAL ADVISORS LLC] *CRD# 124062 *SEC# 801-62001 [{https://adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=124062 Latest Form ADV] *Attorney - Holland & Knight *Employees - 47 (30 doing investment advisory) *Clients - 26 - 100 *AUM - $6 billion, 446 accounts ($5.2B discretionary) *Services - financial planning, portfolio management, selection of advisors, private placement management *Sponsor/Member/GP of pooled investment vehicles :*Athena Catholic Values :*Athena Stonehorse Funds :*Athena Alpha Investors (Hedge Fund) :*Athena Capital Advisors :*ATHENA SELECT PRIVATE INVESTMENT FUND LLC :*ATHENA SELECT REAL ESTATE INVESTMENT FUND LLC f0psaeyc6g4xkx0p6wywlqfwonqoyht 0 659 1286 2011-04-08T02:39:12Z Greis>Michael 0 Created page with '*Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.bostoncommonasset.com/documents/GlobalEquityAnalystPosition.pdf BCAM web site] :*April, 2011 ===…' 1286 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.bostoncommonasset.com/documents/GlobalEquityAnalystPosition.pdf BCAM web site] :*April, 2011 === Posting === ---- aax9m59fuft656zq8oenvnrgbqj2los 1287 1286 2024-05-24T04:57:42Z Michael 1 1 revision imported 1286 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.bostoncommonasset.com/documents/GlobalEquityAnalystPosition.pdf BCAM web site] :*April, 2011 === Posting === ---- aax9m59fuft656zq8oenvnrgbqj2los 0 660 1288 2011-04-08T02:37:04Z Greis>Michael 0 Created page with '*Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.bostoncommonasset.com/documents/BostonCommonESGAnalystPartTime2011.pdf BCAM web site] :*April, 201…' 1288 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.bostoncommonasset.com/documents/BostonCommonESGAnalystPartTime2011.pdf BCAM web site] :*April, 2011 === Posting === ---- a4b2f1g4zw2ucoccbkycaql4xktxag2 1289 1288 2024-05-24T04:57:42Z Michael 1 1 revision imported 1288 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.bostoncommonasset.com/documents/BostonCommonESGAnalystPartTime2011.pdf BCAM web site] :*April, 2011 === Posting === ---- a4b2f1g4zw2ucoccbkycaql4xktxag2 0 661 1290 2014-12-12T19:18:40Z Greis>Michael 0 1290 wikitext text/x-wiki __NOTOC__ Company/Organization: [[entity of::Boston Common Asset Management]] *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/BCAM SVP Relationship Management/Notes|Notes]] *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=6174950&SEO=1&MemID=441432&MemKey=4lwgir45lraxde554yvxjyfu CFA Institute] :*May, 2014 :*[http://www.bostoncommonasset.com/documents/Boston%20SVP%20Bus%20Dev-Relationship%20Mgmt%20POSTING%20VER%2005-2014.pdf BCAM web site] - still listed on {{color||2014-12-12}} ::*Note that this search no longer shows on the Seaview Associates web site. === Posting === Senior Vice President, Business Development/Relationship Management Boutique sustainable investment firm seeks Senior Vice President, Business Development/Relationship Management for a full-time position. Applicant will join an entrepreneurial team operating from our downtown Boston office. *About the Firm Boston Common Asset Management (BCAM) is an investment manager and leader in global sustainability initiatives, specializing in long-only, international and US equity strategies. Boston Common managed $2 billion, including subadvised assets, as of December 31, 2013. The firm currently has 32 employees in two offices. Boston Common, independent and employee owned, is committed to adiverse workforce and encourages employees to participate in community and social outreach. *Responsibilities The SVP, Business Development/Relationship Management will build on BCAM’s integrated ESG investment services to take the firm to the next stage of growth in its second decade. This executive will lead the business development effort to generate prospects and close new business. She/he will also join the leadership team in creating an optimal BCAM client experience. This role is for a player/coac h who can produce results as well as lead. The expectation is that the successful candidate will prospect for business, lead the business development team, and also work closely with the Manager of Client Service. After a brief period learning the firm and its products, this individual should be able to leverage existing relationships to create results. This position is based in Boston, but involves significant travel away from the office. *Qualifications The SVP, Business Development/Relationship Management must be a person with proven sales results and client experience with an asset management firm ; this includes selling investment management services through multiple channels. Further, possessing a strong commitment around ESG issues and an integrated approach to Sustainable Investing is critical. Working knowledge of investments is essential; prior experience in managing investments would be a plus. This person must be bright and engaging and able to speak at a sophisticated level about BCAM’s integrated ESG investment approach. She/he will have and demonstrate the highest level of work ethic, professionalism, and ethical behavior. The successful candidate at Boston Common will be a self-starter who can work well with people at all levels inside and outside the organization and operate cooperatively without direct authority. Bachelors Degree is required with a minimum of ten to fifteen years directly related experience. CFA is highly desirable. MBA or advanced degree in a related field is helpful. *Compensation Compensation will depend on experience and qualifications. Boston Common Asset Management offers a competitive benefits package, including medical, dental and 401k plans. Boston Common Asset Management is committed to fostering a diverse and inclusive work environment because the firm believes diversity enriches its efforts and aligns with their integrated investment approach. Boston Common Asset Management is an Affirmative Action-Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, military/veteran status, sexual orientation, gender identity or expression, marital status, genetic information or any other protected status. *How to Apply Applicants should send a resume and a cover letter describing how your qualifications and interests wi ll enable you to contribute to our organization in this position. Send all correspondence via email to: :Alex Cook at Seaview Global Advisors, the firm’s recruiting partner for this assignment (acook@seaview-global.com) and include “SVP, Business Development/Relationship Management” in the subject line. ---- b1qpiapcuob9vem7889zawlx0u9o362 1291 1290 2024-05-24T04:57:42Z Michael 1 1 revision imported 1290 wikitext text/x-wiki __NOTOC__ Company/Organization: [[entity of::Boston Common Asset Management]] *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/BCAM SVP Relationship Management/Notes|Notes]] *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=6174950&SEO=1&MemID=441432&MemKey=4lwgir45lraxde554yvxjyfu CFA Institute] :*May, 2014 :*[http://www.bostoncommonasset.com/documents/Boston%20SVP%20Bus%20Dev-Relationship%20Mgmt%20POSTING%20VER%2005-2014.pdf BCAM web site] - still listed on {{color||2014-12-12}} ::*Note that this search no longer shows on the Seaview Associates web site. === Posting === Senior Vice President, Business Development/Relationship Management Boutique sustainable investment firm seeks Senior Vice President, Business Development/Relationship Management for a full-time position. Applicant will join an entrepreneurial team operating from our downtown Boston office. *About the Firm Boston Common Asset Management (BCAM) is an investment manager and leader in global sustainability initiatives, specializing in long-only, international and US equity strategies. Boston Common managed $2 billion, including subadvised assets, as of December 31, 2013. The firm currently has 32 employees in two offices. Boston Common, independent and employee owned, is committed to adiverse workforce and encourages employees to participate in community and social outreach. *Responsibilities The SVP, Business Development/Relationship Management will build on BCAM’s integrated ESG investment services to take the firm to the next stage of growth in its second decade. This executive will lead the business development effort to generate prospects and close new business. She/he will also join the leadership team in creating an optimal BCAM client experience. This role is for a player/coac h who can produce results as well as lead. The expectation is that the successful candidate will prospect for business, lead the business development team, and also work closely with the Manager of Client Service. After a brief period learning the firm and its products, this individual should be able to leverage existing relationships to create results. This position is based in Boston, but involves significant travel away from the office. *Qualifications The SVP, Business Development/Relationship Management must be a person with proven sales results and client experience with an asset management firm ; this includes selling investment management services through multiple channels. Further, possessing a strong commitment around ESG issues and an integrated approach to Sustainable Investing is critical. Working knowledge of investments is essential; prior experience in managing investments would be a plus. This person must be bright and engaging and able to speak at a sophisticated level about BCAM’s integrated ESG investment approach. She/he will have and demonstrate the highest level of work ethic, professionalism, and ethical behavior. The successful candidate at Boston Common will be a self-starter who can work well with people at all levels inside and outside the organization and operate cooperatively without direct authority. Bachelors Degree is required with a minimum of ten to fifteen years directly related experience. CFA is highly desirable. MBA or advanced degree in a related field is helpful. *Compensation Compensation will depend on experience and qualifications. Boston Common Asset Management offers a competitive benefits package, including medical, dental and 401k plans. Boston Common Asset Management is committed to fostering a diverse and inclusive work environment because the firm believes diversity enriches its efforts and aligns with their integrated investment approach. Boston Common Asset Management is an Affirmative Action-Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, military/veteran status, sexual orientation, gender identity or expression, marital status, genetic information or any other protected status. *How to Apply Applicants should send a resume and a cover letter describing how your qualifications and interests wi ll enable you to contribute to our organization in this position. Send all correspondence via email to: :Alex Cook at Seaview Global Advisors, the firm’s recruiting partner for this assignment (acook@seaview-global.com) and include “SVP, Business Development/Relationship Management” in the subject line. ---- b1qpiapcuob9vem7889zawlx0u9o362 0 662 1292 2014-05-09T15:24:11Z Greis>Michael 0 1292 wikitext text/x-wiki == Conversation with Alex Cook 2014-05-09 == *Consultants in the institutional space bring in the consultants *Going into 2nd decade *Step up their market facing effort *Coach & direct calling on consultants *Work with the Client Service team *ESG space central - passion and knowledge *Smaller firm, growing rapidly, employee-owned *ESG space - doing more work; meeting people like me *See how much it's growing *Seeing it on both sides Just beginning process - about a month *Are looking for person with institutional asset sales experience and relationships :*'''This is the key hurdle''' To-do: *Put a letter together by mid-week * 1mtkxas27xzzuvv4xokb50lacmlcrmx 1293 1292 2024-05-24T04:57:42Z Michael 1 1 revision imported 1292 wikitext text/x-wiki == Conversation with Alex Cook 2014-05-09 == *Consultants in the institutional space bring in the consultants *Going into 2nd decade *Step up their market facing effort *Coach & direct calling on consultants *Work with the Client Service team *ESG space central - passion and knowledge *Smaller firm, growing rapidly, employee-owned *ESG space - doing more work; meeting people like me *See how much it's growing *Seeing it on both sides Just beginning process - about a month *Are looking for person with institutional asset sales experience and relationships :*'''This is the key hurdle''' To-do: *Put a letter together by mid-week * 1mtkxas27xzzuvv4xokb50lacmlcrmx 0 663 1294 2011-09-29T18:06:47Z Greis>Michael 0 1294 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/BNY Mellon Sales Director Charitable Giving/Notes|Notes]] :*Relationship Sales experience key driver *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4474777&SEO=1&ref=1&MemID=441432&MemKey=4ivjap55p43vkx454izyuf55 CFA Institute Jobline] :*Sept. 12, 2011 === Posting === The incumbent will focus on selling Bank of New York Mellon Private Wealth Management's investment services to institutions with charitable giving needs primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will enable development of junior associates. The incumbent should possess 7+ years of related experience, preferably in financial services or charitable giving. Emphasis is given to experience in relationship sales. Successful candidates must be able to deal with institutions with charitable planning giving needs. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience in preferred. Additional Salary Information: Remuneration: Base + commission ---- fwrmaoi5ubryvqdq1hmyfvu7im0pjy8 1295 1294 2024-05-24T04:57:42Z Michael 1 1 revision imported 1294 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/BNY Mellon Sales Director Charitable Giving/Notes|Notes]] :*Relationship Sales experience key driver *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4474777&SEO=1&ref=1&MemID=441432&MemKey=4ivjap55p43vkx454izyuf55 CFA Institute Jobline] :*Sept. 12, 2011 === Posting === The incumbent will focus on selling Bank of New York Mellon Private Wealth Management's investment services to institutions with charitable giving needs primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will enable development of junior associates. The incumbent should possess 7+ years of related experience, preferably in financial services or charitable giving. Emphasis is given to experience in relationship sales. Successful candidates must be able to deal with institutions with charitable planning giving needs. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience in preferred. Additional Salary Information: Remuneration: Base + commission ---- fwrmaoi5ubryvqdq1hmyfvu7im0pjy8 0 664 1296 2012-11-09T22:26:04Z Greis>Michael 0 1296 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/BNY Mellon Wealth Management Sales Director/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.com/job-4000000001101546.htm?source=EM:efc_namerica=105 eFC] ::*NB: [http://jobs.efinancialcareers.com/job-4000000001107056.htm Posting refreshed/replaced] November, 2012. Perhaps apply directly through BNY Mellon? :*October, 2012 === Posting === Sales Director - Wealth Management (Job Number: 1110337) BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com. Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands. Description The incumbent will focus on selling BNY Mellon's Wealth Management investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once closed, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will enable development of junior associates. Qualifications The incumbent should possess 7+ years of related experience, preferably in financial services. Emphasis is given to experience in relationship sales. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large foundations and endowments, family offices or institutions with charitable planning giving needs. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience in preferred. Primary Location: United States-USA-MA-Boston Internal Jobcode: 03838 Job: Wealth Management Organization: Wealth Mgmt East US Markets-HR06266 ---- eqm0ge1cuvx6heyxpgk3cqllkjbuyi5 1297 1296 2024-05-24T04:57:42Z Michael 1 1 revision imported 1296 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/BNY Mellon Wealth Management Sales Director/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.com/job-4000000001101546.htm?source=EM:efc_namerica=105 eFC] ::*NB: [http://jobs.efinancialcareers.com/job-4000000001107056.htm Posting refreshed/replaced] November, 2012. Perhaps apply directly through BNY Mellon? :*October, 2012 === Posting === Sales Director - Wealth Management (Job Number: 1110337) BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com. Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands. Description The incumbent will focus on selling BNY Mellon's Wealth Management investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once closed, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will enable development of junior associates. Qualifications The incumbent should possess 7+ years of related experience, preferably in financial services. Emphasis is given to experience in relationship sales. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large foundations and endowments, family offices or institutions with charitable planning giving needs. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience in preferred. Primary Location: United States-USA-MA-Boston Internal Jobcode: 03838 Job: Wealth Management Organization: Wealth Mgmt East US Markets-HR06266 ---- eqm0ge1cuvx6heyxpgk3cqllkjbuyi5 0 665 1298 2010-03-24T18:58:23Z Greis>Michael 0 1298 wikitext text/x-wiki *Submitted to BSAS board and (belatedly) acknowledged :*Received much local interest :*Chose to hire search firm - Quick Leonard Kieffer :*Passing all the local candidates to the search firm :*Scott Sammon (Managing Partner) and Courtney Lada (Principal) *Search firm posted job on CFA Institute site 3-22-10 === Posting === [http://www.bsas.org/BSAS_Member/MO07-01.asp?ID=401 Informational posting from web site] *[[Media:Greis BSAS EDapplication.pdf|Cover Letter]] as submitted *[[Media:BSAS Executive Director Position Summary.pdf|Position Summary]] '''BSAS Board Conducting Search for a New Executive Director''' As you were informed some time ago, Kitty Kennedy who has led the BSAS over the past dozen years, contributed to its significant growth and enhanced its national reputation, will be leaving her post on June 30, 2010. A Search Committee of Board members has been formed and interviews have been conducted with executive recruitment firms of national standing. Before formalizing a relationship of that type, however, we want to know whether you, or a qualified contact are interested in applying for the position described in the attached job description. If you are, please send an email in confidence to searchcommittee@bsas.org, listing in resume form, your qualifications and your accomplishments, both educational and professional, current employment, and any experience which you have had in organizational management or marketing. An indication of your most recent compensation history should also be included. THE DEADLINE FOR SUBMISSIONS IS 5:00 PM ON MONDAY, JANUARY 25, 2010. Compensation will be based on experience and qualifications, and will be competitive with that of other not-for-profit, professional organizations in the area. === Notes === ==== Conversation with Gayle Buff 1-22-10 ==== Questions: *What are they looking for? *Advice on how to proceed? *Others to talk with? *George Noyes and Bruce Johnstone *Some history that she can't share. *Wide open for someone to come in with a vision. *Don't have strong view. *Hasn't been someone with skills - work with larger community *Board sets vision, director implements *Not all that clear on what vision should be. *Board has been out of touch with members....not all, but some *Board is a mixed bag...maybe can set up some governance policies - selection. *Need active members of board *Great mix - *Some people are very resistant to change.....some recognize it *People on committee volunteered...want to see change. *Just go through the channels *Some animosity between BSAS and Institute - *Respect *Extremely well-written and on target ---- 0rlgf0xuyq09uyzbfeke3bqk0uxau63 1299 1298 2024-05-24T04:57:42Z Michael 1 1 revision imported 1298 wikitext text/x-wiki *Submitted to BSAS board and (belatedly) acknowledged :*Received much local interest :*Chose to hire search firm - Quick Leonard Kieffer :*Passing all the local candidates to the search firm :*Scott Sammon (Managing Partner) and Courtney Lada (Principal) *Search firm posted job on CFA Institute site 3-22-10 === Posting === [http://www.bsas.org/BSAS_Member/MO07-01.asp?ID=401 Informational posting from web site] *[[Media:Greis BSAS EDapplication.pdf|Cover Letter]] as submitted *[[Media:BSAS Executive Director Position Summary.pdf|Position Summary]] '''BSAS Board Conducting Search for a New Executive Director''' As you were informed some time ago, Kitty Kennedy who has led the BSAS over the past dozen years, contributed to its significant growth and enhanced its national reputation, will be leaving her post on June 30, 2010. A Search Committee of Board members has been formed and interviews have been conducted with executive recruitment firms of national standing. Before formalizing a relationship of that type, however, we want to know whether you, or a qualified contact are interested in applying for the position described in the attached job description. If you are, please send an email in confidence to searchcommittee@bsas.org, listing in resume form, your qualifications and your accomplishments, both educational and professional, current employment, and any experience which you have had in organizational management or marketing. An indication of your most recent compensation history should also be included. THE DEADLINE FOR SUBMISSIONS IS 5:00 PM ON MONDAY, JANUARY 25, 2010. Compensation will be based on experience and qualifications, and will be competitive with that of other not-for-profit, professional organizations in the area. === Notes === ==== Conversation with Gayle Buff 1-22-10 ==== Questions: *What are they looking for? *Advice on how to proceed? *Others to talk with? *George Noyes and Bruce Johnstone *Some history that she can't share. *Wide open for someone to come in with a vision. *Don't have strong view. *Hasn't been someone with skills - work with larger community *Board sets vision, director implements *Not all that clear on what vision should be. *Board has been out of touch with members....not all, but some *Board is a mixed bag...maybe can set up some governance policies - selection. *Need active members of board *Great mix - *Some people are very resistant to change.....some recognize it *People on committee volunteered...want to see change. *Just go through the channels *Some animosity between BSAS and Institute - *Respect *Extremely well-written and on target ---- 0rlgf0xuyq09uyzbfeke3bqk0uxau63 0 666 1300 2018-04-30T18:06:49Z Greis>Michael 0 1300 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNG]] [[activity date::2018-04-16]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://careers.cfainstitute.org/job/8947530/research-analyst-impact-focus/?TrackID=635&BatchID=296#sc=jbe&me=email&cm=2018-01-26 CFA Institute] :*Posted [[event date::2018-01-25]] :*Open until 2018-02-24 === Posting === [[Ballentine Partners]], LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Florida and New Hampshire. Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives. We are a team of over 80 professionals and our firm is known as a wonderful place to work. Our compensation philosophy and team structure foster a collegial rather than competitive work environment. We are unusual in the financial services industry in that we believe our employees’ having a balanced life makes them better at their work. We are proud that in 2017, Pension & Investments named Ballentine Partners as one of the best places to work in money management. This is a fantastic opportunity for an exceptional professional interested in working at a growing and successful firm. If you have strong technical skills and exceptional emotional intelligence, we would like to speak with you. <u>Responsibilities will include</u>: *Work with senior analyst to identify, analyze, and recommend impact investments *Maintain database of manager and vehicle research *Work to further impact reporting for chosen investment vehicles in client portfolios *Work effectively with our professional contacts, including investment managers and industry experts *Prepare written research reports, and make presentations to both internal and external constituencies *Analyze the impact of macroeconomic trends and events on investment industries (i.e. solar) and client portfolios *Provide research support in other asset classes as needed *Other duties as assigned The ideal candidate will have a minimum of 2 years relevant experience, plus: *Bachelor’s degree *CFA credentials preferred *Experience and interest in impact investing *Strong working knowledge of investments and portfolio management *Skills in problem analysis and resolution at both strategic and functional levels *Strong math and modeling skills *The ability to handle multiple projects simultaneously; highly organized and attentive to details *Excellent interpersonal, communication and presentation skills *Ability to work independently To apply, please visit our hiring portal or check our website (www.ballentinepartners.com) for more details. We are an equal opportunity employer. ---- bhpuarijy8e199ab5ocmjyf9secr97y 1301 1300 2024-05-24T04:57:42Z Michael 1 1 revision imported 1300 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNG]] [[activity date::2018-04-16]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://careers.cfainstitute.org/job/8947530/research-analyst-impact-focus/?TrackID=635&BatchID=296#sc=jbe&me=email&cm=2018-01-26 CFA Institute] :*Posted [[event date::2018-01-25]] :*Open until 2018-02-24 === Posting === [[Ballentine Partners]], LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Florida and New Hampshire. Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives. We are a team of over 80 professionals and our firm is known as a wonderful place to work. Our compensation philosophy and team structure foster a collegial rather than competitive work environment. We are unusual in the financial services industry in that we believe our employees’ having a balanced life makes them better at their work. We are proud that in 2017, Pension & Investments named Ballentine Partners as one of the best places to work in money management. This is a fantastic opportunity for an exceptional professional interested in working at a growing and successful firm. If you have strong technical skills and exceptional emotional intelligence, we would like to speak with you. <u>Responsibilities will include</u>: *Work with senior analyst to identify, analyze, and recommend impact investments *Maintain database of manager and vehicle research *Work to further impact reporting for chosen investment vehicles in client portfolios *Work effectively with our professional contacts, including investment managers and industry experts *Prepare written research reports, and make presentations to both internal and external constituencies *Analyze the impact of macroeconomic trends and events on investment industries (i.e. solar) and client portfolios *Provide research support in other asset classes as needed *Other duties as assigned The ideal candidate will have a minimum of 2 years relevant experience, plus: *Bachelor’s degree *CFA credentials preferred *Experience and interest in impact investing *Strong working knowledge of investments and portfolio management *Skills in problem analysis and resolution at both strategic and functional levels *Strong math and modeling skills *The ability to handle multiple projects simultaneously; highly organized and attentive to details *Excellent interpersonal, communication and presentation skills *Ability to work independently To apply, please visit our hiring portal or check our website (www.ballentinepartners.com) for more details. We are an equal opportunity employer. ---- bhpuarijy8e199ab5ocmjyf9secr97y 0 667 1302 2018-04-30T18:01:38Z Greis>Michael 0 1302 wikitext text/x-wiki == 2018-04-16 == Was not selected - e-mail from Ballentine's recruiting system (with Brie's name attached) == 2018-03-02 Phone Interview with Brie Elliott == *Opened with "required" questions :*Eligible to work in US, when can start, OK with reference checks once offer is made :*Salary requirements - as always, don't have them :*When start - at your disposal *What do I know about the firm - size, history, Roy, reputation *Why leave what I'm doing - intent all along - have a greater impact *Short term/long term career goals :*Short - be in a firm - stability/team :*Long - keep building SI space *Most stress in my current position :*Sell & install :*Not being part of a long-term team *Describe mistake and how dealt with it? :*Not listening through to end before offering solutions :*Strength/weakness yin/yang - isn't just something you get rid of; need to ensure you don't damage the flip side strength *How deal with conflict in a team :*Different depending on the cause ::*Conflict over a tangible action/goal.... :::*Can deal with it directly, focus on the problem itself ::*Conflict that's personal/personality (sometimes masquerades as the other) :::*Understand and manage the personalities - may be iterative *Ideal work environment :*Team of people who know each other and support each other, working toward a common goal :*Don't have to show off to demonstrate contribution *On year from hire, what made it a success :*Built strong working relationships with colleagues, manager, etc. :*Achieved the onboarding goals set for me :*Contributed to the business goals My questions? *Culture :*Open, collaborative, team-focused (that's our business), caring :*Despite growth, partners continue to focus on maintaining the culture :*When she was being hired, she figured if 90% of what she heard about the company/culture was true, she'd be thrilled :*100% - all of it was true :*Doesn't often happen - even with the best of intentions *What kind of person is successful at Ballentine? :*love to learn :*take on new challenges :*team player :*take initiative :*works well with others Brie: *At Ballentine six years *Has been in multiple industries - distribution, retail, tech (TomTom) *Loves the company (and industry) Process/next steps: *Brie will talk with Will Tickle tonight - review calls she made this week *Select candidates to follow up with :*She'll get back to me Monday or Tuesday :*Would meet with Will w/o '''3/12''' - he is traveling next week *Bring candidates in for an interview with the hiring (Will + others) :*All hiring done by a team *That's where the detailed questions on impact, sustainability & investments will be :*And answers to my questions about those. She's not an expert ::*In fact, she jokes that she knows almost nothing about the industry.... *Final round of interviews follows == 2018-02-23 Follow-up note to Will == :*In RBA Mail Opportunities folder I have given a lot of thought to our recent conversation about the Impact Analyst position at Ballentine. I am grateful for your candid assessment that the position is - as defined - more transactional (and therefore less suitable) but also mindful of the wider brief that you described. That potentially wider scope is in fact what motivated my reaching out. Now that the work that so many of us have done toward mainstreaming sustainable investing is bearing fruit, the opportunities to help firms succeed are increasing. But firms will take a variety of paths, and at different speeds, to successfully adopting and integrating sustainable investing. My next step to helping that happen is within one of those firms. But I can not - and would not - assume that firms will by default create ideal positions for me. That's not their job - though if it happens, I'll jump on it. So when I see a quality firm stepping in, it's an opportunity to discuss the range of key success factors on the road ahead, my capability to contribute across those areas as they arise, and the advantages to the firm of bringing on board a team player with passion, persistence, a breadth of experience, flexibility and intellectual curiosity. Success will be driven by: *Building the brand with intellectual capital *Engaging with, educating and supporting client-facing teams and clients *Ensuring market-aware product development and due diligence *Articulating and reporting performance and results *Effectively integrating sustainable investing into firm-wide strategy My ideal job would be leading the work to make that happen across a firm. But firms are at different stages of the journey. I can plug into different parts of this matrix and bring the wider perspective to cross the functional silos. If there is an opportunity to have those conversations, I would like to take part in them. == 2018-02-21 Workflowy Notes == {{OpenHidden|Draft Notes}} *My mission - mainstreaming sustainable investing :*Significant progress *FIrms are stepping up :*Know I can help them *Problem: dipping a toe in.....hesitant in hiring :*May hire at lower level *Want to make the case to build together :*Not waiting for the &quot;Goldilocks&quot; opportunity *Summarize it for Will *FIrms will take a variety of paths to successful adoption and integration of sustainable investing. *There's a key set of functions - critical success factors - along all those paths. :*Building the brand & intellectual capital :*Engaging with and supporting client-facing teams (FA''s) and clients :*Product development and due diligence :*Articulating and reporting performance and results :*SI's integration and role in firm-wide strategy. *Firms getting underway may pick one, move gingerly :*Go big or go home.... :*At least plan for next steps :*Bring someone in who can do all facets :*Someone who can grow with the responsibility - create a seamless path forward for the organization *SOme of the things you've articulated goes deeper than two years working experience and experience in the industry *If this goes deeper and more strategic, need someone with that level of experience with clients and within firms *Tying this together into a whole is the end goal - for me and for firms. *I believe the implementation of SI in a firm is *seen new technologies, new business initiatives....better idea of what works and where the impact is. Change..... {{CloseHidden}} == 2018-02-07 Conversation with Will Krause == Will talked with [[involved::Will Tickle]] who is involved with/leading the effort. '''Bottom line''': *Projects as more transactional, but does have a wide-ranging brief and could have/grow to strategic impact *I will draft a letter articulating what I could offer in a hybrid role, both tactical and strategic '''Notes''': *Have about $400 million in "impact" funds *Mix of investments and managers - private loans, portfolio 21 (Trillium), story stocks *Impact assessment and goal consistent with SDG's, but also other, perhaps more local impacts *Did position this as 2+ years experience; CFA preferred but not required... When clients express interest, Ballentine engages in a discussion with them. *They have a number of offerings across goals and ipact areas *Work to meet client's specific interests *If more general/open, provide investments selected from across the range of offerings they've selected/used Activities including: *knowing the market and engaging with clients *create marketing materials that tell the firm's story *manage research *system implementation - getting metrics into their client reporting :*NB: first have to decide what metrics to report....metrics that demonstrate impact. In some ways, clearer than for broader SI investments because by definition you are supposed to be able to measure impact e4x0nvvu8qrbsxpwnq9o8ukaf30tk3s 1303 1302 2024-05-24T04:57:42Z Michael 1 1 revision imported 1302 wikitext text/x-wiki == 2018-04-16 == Was not selected - e-mail from Ballentine's recruiting system (with Brie's name attached) == 2018-03-02 Phone Interview with Brie Elliott == *Opened with "required" questions :*Eligible to work in US, when can start, OK with reference checks once offer is made :*Salary requirements - as always, don't have them :*When start - at your disposal *What do I know about the firm - size, history, Roy, reputation *Why leave what I'm doing - intent all along - have a greater impact *Short term/long term career goals :*Short - be in a firm - stability/team :*Long - keep building SI space *Most stress in my current position :*Sell & install :*Not being part of a long-term team *Describe mistake and how dealt with it? :*Not listening through to end before offering solutions :*Strength/weakness yin/yang - isn't just something you get rid of; need to ensure you don't damage the flip side strength *How deal with conflict in a team :*Different depending on the cause ::*Conflict over a tangible action/goal.... :::*Can deal with it directly, focus on the problem itself ::*Conflict that's personal/personality (sometimes masquerades as the other) :::*Understand and manage the personalities - may be iterative *Ideal work environment :*Team of people who know each other and support each other, working toward a common goal :*Don't have to show off to demonstrate contribution *On year from hire, what made it a success :*Built strong working relationships with colleagues, manager, etc. :*Achieved the onboarding goals set for me :*Contributed to the business goals My questions? *Culture :*Open, collaborative, team-focused (that's our business), caring :*Despite growth, partners continue to focus on maintaining the culture :*When she was being hired, she figured if 90% of what she heard about the company/culture was true, she'd be thrilled :*100% - all of it was true :*Doesn't often happen - even with the best of intentions *What kind of person is successful at Ballentine? :*love to learn :*take on new challenges :*team player :*take initiative :*works well with others Brie: *At Ballentine six years *Has been in multiple industries - distribution, retail, tech (TomTom) *Loves the company (and industry) Process/next steps: *Brie will talk with Will Tickle tonight - review calls she made this week *Select candidates to follow up with :*She'll get back to me Monday or Tuesday :*Would meet with Will w/o '''3/12''' - he is traveling next week *Bring candidates in for an interview with the hiring (Will + others) :*All hiring done by a team *That's where the detailed questions on impact, sustainability & investments will be :*And answers to my questions about those. She's not an expert ::*In fact, she jokes that she knows almost nothing about the industry.... *Final round of interviews follows == 2018-02-23 Follow-up note to Will == :*In RBA Mail Opportunities folder I have given a lot of thought to our recent conversation about the Impact Analyst position at Ballentine. I am grateful for your candid assessment that the position is - as defined - more transactional (and therefore less suitable) but also mindful of the wider brief that you described. That potentially wider scope is in fact what motivated my reaching out. Now that the work that so many of us have done toward mainstreaming sustainable investing is bearing fruit, the opportunities to help firms succeed are increasing. But firms will take a variety of paths, and at different speeds, to successfully adopting and integrating sustainable investing. My next step to helping that happen is within one of those firms. But I can not - and would not - assume that firms will by default create ideal positions for me. That's not their job - though if it happens, I'll jump on it. So when I see a quality firm stepping in, it's an opportunity to discuss the range of key success factors on the road ahead, my capability to contribute across those areas as they arise, and the advantages to the firm of bringing on board a team player with passion, persistence, a breadth of experience, flexibility and intellectual curiosity. Success will be driven by: *Building the brand with intellectual capital *Engaging with, educating and supporting client-facing teams and clients *Ensuring market-aware product development and due diligence *Articulating and reporting performance and results *Effectively integrating sustainable investing into firm-wide strategy My ideal job would be leading the work to make that happen across a firm. But firms are at different stages of the journey. I can plug into different parts of this matrix and bring the wider perspective to cross the functional silos. If there is an opportunity to have those conversations, I would like to take part in them. == 2018-02-21 Workflowy Notes == {{OpenHidden|Draft Notes}} *My mission - mainstreaming sustainable investing :*Significant progress *FIrms are stepping up :*Know I can help them *Problem: dipping a toe in.....hesitant in hiring :*May hire at lower level *Want to make the case to build together :*Not waiting for the &quot;Goldilocks&quot; opportunity *Summarize it for Will *FIrms will take a variety of paths to successful adoption and integration of sustainable investing. *There's a key set of functions - critical success factors - along all those paths. :*Building the brand & intellectual capital :*Engaging with and supporting client-facing teams (FA''s) and clients :*Product development and due diligence :*Articulating and reporting performance and results :*SI's integration and role in firm-wide strategy. *Firms getting underway may pick one, move gingerly :*Go big or go home.... :*At least plan for next steps :*Bring someone in who can do all facets :*Someone who can grow with the responsibility - create a seamless path forward for the organization *SOme of the things you've articulated goes deeper than two years working experience and experience in the industry *If this goes deeper and more strategic, need someone with that level of experience with clients and within firms *Tying this together into a whole is the end goal - for me and for firms. *I believe the implementation of SI in a firm is *seen new technologies, new business initiatives....better idea of what works and where the impact is. Change..... {{CloseHidden}} == 2018-02-07 Conversation with Will Krause == Will talked with [[involved::Will Tickle]] who is involved with/leading the effort. '''Bottom line''': *Projects as more transactional, but does have a wide-ranging brief and could have/grow to strategic impact *I will draft a letter articulating what I could offer in a hybrid role, both tactical and strategic '''Notes''': *Have about $400 million in "impact" funds *Mix of investments and managers - private loans, portfolio 21 (Trillium), story stocks *Impact assessment and goal consistent with SDG's, but also other, perhaps more local impacts *Did position this as 2+ years experience; CFA preferred but not required... When clients express interest, Ballentine engages in a discussion with them. *They have a number of offerings across goals and ipact areas *Work to meet client's specific interests *If more general/open, provide investments selected from across the range of offerings they've selected/used Activities including: *knowing the market and engaging with clients *create marketing materials that tell the firm's story *manage research *system implementation - getting metrics into their client reporting :*NB: first have to decide what metrics to report....metrics that demonstrate impact. In some ways, clearer than for broader SI investments because by definition you are supposed to be able to measure impact e4x0nvvu8qrbsxpwnq9o8ukaf30tk3s 0 668 1304 2018-02-05T23:29:50Z Greis>Michael 0 1304 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for values --> *Status: [[project status::closed]] [[opportunity status::NR]] *Applied - [[activity date::2017-07-17]] on LinkedIn :*Resume - ''' ''' :*Cover Letter - ''' ''' [[involved::Berkshire Partners]] [http://www.berkshirepartners.com/investment-team Team] - web site *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://www.linkedin.com/jobs/view/322859839/ LinkedIn] :*Posted [[event date::2017-07-05]] === Posting === <u>Position Summary</u> The position is a part time role (approximately 20 hours/week) responsible for supporting the firms’ ESG efforts (environmental social and governance) including: coordinating work with the firm’s outside partner to ensure the execution of ESG surveys at all new portfolio companies; compiling of portfolio company reporting, supporting development materials for quarterly ESG updates to the firm, helping to identify and coordinate training opportunities for the staff, and to support ESG efforts at portfolio companies as required. In addition, the person in this role will keep the firm appraised of key developments at the intersection of finance and ESG and will liaise with the IR staff as needed to support LPs. Finally, this role will also help drive the firm’s internal ESG efforts. <u>Primary Duties and Responsibilities</u> *Develop annual reporting materials on ESG in the portfolio to develop baseline ESG performance *Track progress against baseline and identify and prioritize opportunities for improvement *Coordinate work with 3rd party to ensure execution of surveys *Coordinate work with 3rd party to execute specific initiatives as identified as opportunities within the portfolio *Identify, recruit and coordinate training opportunities on ESG topics for the firm *Support development of communication materials for quarterly updates to the firm <u>Qualifications</u> *Undergraduate degree required, with preference for environmental focus (but not required) *5-10 years of experience working on ESG issues *An understanding of the ESG ecosystem (of NGOs, reporting bodies, metrics, …) *Diligence, maturity, analytical capacity, and drive ---- ca567jkgsqvpjhytongwymwsebf0ugn 1305 1304 2024-05-24T04:57:42Z Michael 1 1 revision imported 1304 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for values --> *Status: [[project status::closed]] [[opportunity status::NR]] *Applied - [[activity date::2017-07-17]] on LinkedIn :*Resume - ''' ''' :*Cover Letter - ''' ''' [[involved::Berkshire Partners]] [http://www.berkshirepartners.com/investment-team Team] - web site *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://www.linkedin.com/jobs/view/322859839/ LinkedIn] :*Posted [[event date::2017-07-05]] === Posting === <u>Position Summary</u> The position is a part time role (approximately 20 hours/week) responsible for supporting the firms’ ESG efforts (environmental social and governance) including: coordinating work with the firm’s outside partner to ensure the execution of ESG surveys at all new portfolio companies; compiling of portfolio company reporting, supporting development materials for quarterly ESG updates to the firm, helping to identify and coordinate training opportunities for the staff, and to support ESG efforts at portfolio companies as required. In addition, the person in this role will keep the firm appraised of key developments at the intersection of finance and ESG and will liaise with the IR staff as needed to support LPs. Finally, this role will also help drive the firm’s internal ESG efforts. <u>Primary Duties and Responsibilities</u> *Develop annual reporting materials on ESG in the portfolio to develop baseline ESG performance *Track progress against baseline and identify and prioritize opportunities for improvement *Coordinate work with 3rd party to ensure execution of surveys *Coordinate work with 3rd party to execute specific initiatives as identified as opportunities within the portfolio *Identify, recruit and coordinate training opportunities on ESG topics for the firm *Support development of communication materials for quarterly updates to the firm <u>Qualifications</u> *Undergraduate degree required, with preference for environmental focus (but not required) *5-10 years of experience working on ESG issues *An understanding of the ESG ecosystem (of NGOs, reporting bodies, metrics, …) *Diligence, maturity, analytical capacity, and drive ---- ca567jkgsqvpjhytongwymwsebf0ugn 0 669 1306 2017-07-19T13:07:16Z Greis>Michael 0 Created page with "=== Networking/Connections === *Don't recognize any names among the managing directors and team. *None appear to be CFA Society members. *{{hct|2017-07-18}} - Stephanie isn't..." 1306 wikitext text/x-wiki === Networking/Connections === *Don't recognize any names among the managing directors and team. *None appear to be CFA Society members. *{{hct|2017-07-18}} - Stephanie isn't familiar with them, but will search her LinkedIn contacts. May also be able to talk with Bill Richardson. ibeeaq5nfxdwbqsj1fs3k2a3sgwjnpu 1307 1306 2024-05-24T04:57:42Z Michael 1 1 revision imported 1306 wikitext text/x-wiki === Networking/Connections === *Don't recognize any names among the managing directors and team. *None appear to be CFA Society members. *{{hct|2017-07-18}} - Stephanie isn't familiar with them, but will search her LinkedIn contacts. May also be able to talk with Bill Richardson. ibeeaq5nfxdwbqsj1fs3k2a3sgwjnpu 0 670 1308 2014-08-04T19:14:59Z Greis>Michael 0 1308 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/BlueWave Capital Business Development Director/Notes|Notes]] *Posting :*BlueWave Capital [http://bluewave-capital.com/wp-content/uploads/2014/05/BlueWave-Capital-Business-Development-Director.pdf web site] - July 2014, also downloaded === Posting === *Job Title: Business Development Director *Location: Boston, MA '''Job Description''': BlueWave Capital, LLC is seeking a senior-level professional to play a leadership role in identifying, securing, and retaining customers for 20-year Power Purchase/Net Metering Credit Purchase Agreements with municipal, non-profit and commercial customers and for developing and implementing an overall marketing strategy for the company. The executive will be responsible for the development and maintenance of a customer acquisition strategy and work plan, outreach to prospective customers, responding to RFP/RFQs, building and maintaining strong relations with customers, representing the company at conferences and to other external audiences including public officials, industry leaders, and community groups, and developing marketing and communications strategies and materials in concert with the company’s media consultants. While most of the successful candidate’s focus will be on opportunities in Massachusetts, New England more broadly and in New York State, there will be opportunities to contribute to the company’s growth elsewhere in the United States and abroad. The ideal candidate will have '''exemplary customer relations skills''', '''substantial experience in renewable energy''', and a '''broad understanding of real estate development processes, regulations and financing'''. This is a full-time salaried position with competitive compensation as well as corporate and personal incentives. '''Job Responsibilities''': *Identify and solicit customers for PPA/NMCP Agreements for credits generated at on-site solar PV roof-top, parking canopy and ground-mount installations as well as from 1MW-5MW Virtually Net-metered projects developed by BlueWave; *Direct BlueWave’s response to RFP/RFQs; *Work closely with BlueWave’s financing and EPC partners on proposals; *Assist in developing pricing proposals and negotiating and executing PPA/NMCPAs; *Serve as the customer’s primary point of contact up to commencement of construction; *Coordinate with BlueWave’s project development team in site acquisition, entitlement, qualification for incentives, and other development activity; *Become familiar with all regulatory and utility requirements and incentives; *Develop marketing strategies and materials; *Represent the company to external audiences including policy development working groups, industry and community leaders, investors, and public officials. '''Job Requirements''': *3-5 years prior experience in renewable energy project development, sales and/or public policy; *Undergraduate or graduate degree in a relevant area: business, real estate, finance, law, public policy; *Strong relations with potential customers in the municipal, higher education, non-profit, and commercial sectors in Massachusetts, other New England states, and New York; *Keen interest in environmental protection, climate change, renewable energy, and other sustainability-related policies and practices; *Deep knowledge of renewable energy regulations and incentives; *Strong verbal and written communication skills and experience; *Familiarity with development and construction processes, land-use regulations and zoning bylaws, and project finance; *Ability to operate independently within a fast-moving, dynamic environment. Visit BlueWave-Capital.com/careers for more information. To apply: Qualified candidates should email a resume and cover letter to info@bluewave-capital.com with the subject line “Business Development Director.” '''About BlueWave Capital''': BlueWave Capital, LLC (“BlueWave”) is a renewable energy project development company with a focus on solar photovoltaic (PV) development. BlueWave has approximately 150 megawatts (MW) of solar projects under development in New England, South Africa and the Caribbean. We have a particular focus on Massachusetts, where we currently have over 40 MW or $100,000,000 of projects completed or in construction and are the largest active solar developer. Our team has extensive experience in developing environmentally responsible energy projects, deep knowledge of the public policies and financial incentives driving these opportunities, and the confidence of the public and private sector leaders who are instrumental in bringing these projects to fruition. ---- 5ifbf5s5w7xs0jovk66f6364rzivtni 1309 1308 2024-05-24T04:57:42Z Michael 1 1 revision imported 1308 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/BlueWave Capital Business Development Director/Notes|Notes]] *Posting :*BlueWave Capital [http://bluewave-capital.com/wp-content/uploads/2014/05/BlueWave-Capital-Business-Development-Director.pdf web site] - July 2014, also downloaded === Posting === *Job Title: Business Development Director *Location: Boston, MA '''Job Description''': BlueWave Capital, LLC is seeking a senior-level professional to play a leadership role in identifying, securing, and retaining customers for 20-year Power Purchase/Net Metering Credit Purchase Agreements with municipal, non-profit and commercial customers and for developing and implementing an overall marketing strategy for the company. The executive will be responsible for the development and maintenance of a customer acquisition strategy and work plan, outreach to prospective customers, responding to RFP/RFQs, building and maintaining strong relations with customers, representing the company at conferences and to other external audiences including public officials, industry leaders, and community groups, and developing marketing and communications strategies and materials in concert with the company’s media consultants. While most of the successful candidate’s focus will be on opportunities in Massachusetts, New England more broadly and in New York State, there will be opportunities to contribute to the company’s growth elsewhere in the United States and abroad. The ideal candidate will have '''exemplary customer relations skills''', '''substantial experience in renewable energy''', and a '''broad understanding of real estate development processes, regulations and financing'''. This is a full-time salaried position with competitive compensation as well as corporate and personal incentives. '''Job Responsibilities''': *Identify and solicit customers for PPA/NMCP Agreements for credits generated at on-site solar PV roof-top, parking canopy and ground-mount installations as well as from 1MW-5MW Virtually Net-metered projects developed by BlueWave; *Direct BlueWave’s response to RFP/RFQs; *Work closely with BlueWave’s financing and EPC partners on proposals; *Assist in developing pricing proposals and negotiating and executing PPA/NMCPAs; *Serve as the customer’s primary point of contact up to commencement of construction; *Coordinate with BlueWave’s project development team in site acquisition, entitlement, qualification for incentives, and other development activity; *Become familiar with all regulatory and utility requirements and incentives; *Develop marketing strategies and materials; *Represent the company to external audiences including policy development working groups, industry and community leaders, investors, and public officials. '''Job Requirements''': *3-5 years prior experience in renewable energy project development, sales and/or public policy; *Undergraduate or graduate degree in a relevant area: business, real estate, finance, law, public policy; *Strong relations with potential customers in the municipal, higher education, non-profit, and commercial sectors in Massachusetts, other New England states, and New York; *Keen interest in environmental protection, climate change, renewable energy, and other sustainability-related policies and practices; *Deep knowledge of renewable energy regulations and incentives; *Strong verbal and written communication skills and experience; *Familiarity with development and construction processes, land-use regulations and zoning bylaws, and project finance; *Ability to operate independently within a fast-moving, dynamic environment. Visit BlueWave-Capital.com/careers for more information. To apply: Qualified candidates should email a resume and cover letter to info@bluewave-capital.com with the subject line “Business Development Director.” '''About BlueWave Capital''': BlueWave Capital, LLC (“BlueWave”) is a renewable energy project development company with a focus on solar photovoltaic (PV) development. BlueWave has approximately 150 megawatts (MW) of solar projects under development in New England, South Africa and the Caribbean. We have a particular focus on Massachusetts, where we currently have over 40 MW or $100,000,000 of projects completed or in construction and are the largest active solar developer. Our team has extensive experience in developing environmentally responsible energy projects, deep knowledge of the public policies and financial incentives driving these opportunities, and the confidence of the public and private sector leaders who are instrumental in bringing these projects to fruition. ---- 5ifbf5s5w7xs0jovk66f6364rzivtni 0 671 1310 2014-08-04T19:11:55Z Greis>Michael 0 /* Closing Paragraph */ 1310 wikitext text/x-wiki == Networking == *Janet Besser - LPM 7/28 :*Knows John and will send her support *Peter Rothstein (through Janet) *Jodi? (shared two-family with DeVillars) *David Richardson - Note 7/29 :*Knows John and willing to make an introduction == Letter Outline == *Opening paragraph - use points under 3rd bullet of "Job requirements" below :*Involved in MA energy & renewables policy since passage of GCA :*Work in municipal government, K-12 and higher education; experience with non-profit sector; professionally active in Boston-area finance industry :*Extensive/30 years of experience in relationship selling *Opportunity to grow & develop a team and the business *Collaboration and partnership *Versatility *Relationship Management *Negotiations with multiple stakeholders *Public sphere/market segment - communications, relationships with multiple levels of stakeholders === Closing Paragraph === I am particularly enthusiastic to take on this role at an opportune time the growth of the solar market and in the company's evolution: *Solar PV is rapidly becoming mainstream in key segments you have targeted: :*for municipalities, universities and for-profit enterprises in owner-occupied properties, considering solar become a routine occurrence, especially here in Massachusetts. A marketing strategy built around capacity, experience and reputation will more readily attract this larger pool of mainstream clients. *Policy innovations in other states will offer opportunities to replicate and scale that successful strategy. :*Connecticut has adopted some of Massachusetts' policy structure while innovating in other areas (like cPACE); New York is poised to undertake a transformation in the utility industry that will propel distributed generation. *We may be reaching an inflection point in financing that will significantly increase the pool of capital available :*Interest rates are likely to stay relatively low for several more years :*Several years of significant growth in installations has solidified the view of solar as a reliable cash flow producer. :*Sales of operating assets to well-known institutions and the initial reception of the Yieldco model offer increased opportunities to significantly increase transaction volumes. Growing the customer base, increasing visibility and executing a well-planned marketing and communications strategy are key to taking advantage of the these and the other opportunities you are undoubtedly considering. I will bring an enthusiasm, versatility and breadth of experience and interests that will enable me to be a long-term contributor to your team and its success. *Inflection Point (for industry/market) :*Many more opportunities - mainstreaming of Solar in MA & beyond; NY utility restructuring; ::*Solar is becoming mainstream in municipal, NFP and commercial environment - the next crop of customers want stable companies with proven experience. ::*Policy innovation in nearby states - NY's embrace of the utility of the future and, to a lesser extent, CT's innovations (modeling MA, cPACE, etc.) :*Consolidation of developers; emergence of leaders :*Financing - increased availability and appeal of solar PV - no longer leading-edge; almost routine ::*sale of operational units, creation of Yieldcos opening up capital pipeline == Response Themes and Notes == Based on [[#Company News and Information]] *Moving to a model where they are at the front end of a pipeline of projects :*BlueWave brings them on board, sells them to others (SunEdison) to own/operate :*Bringing new projects on board is a key :*Among first movers to successfully create such a pipeline? *How does this relate to the YieldCo model? Could a SunEdison move these into a Yieldco? More easily than BlueWave could. Is this the eventual model? == Key Job Elements == *Get 20 year PPAs with municipal, nfp & commercial :*Primary customer point of contact until construction begins *Develop an overall marketing strategy for the company == Job Requirements and key match points == *''3-5 years prior experience in renewable energy project development, sales and/or public policy;'' ::'''20+ years sales and business development''' ::'''5+ years on public policy in energy''' ::Led sales effort (internal and with developers) for major municipal project *Undergraduate or graduate degree in a relevant area: business, real estate, finance, law, public policy; ::'''MS in Finance''' ::'''Completion of CFA Exams''' *Strong relations with potential customers in the municipal, higher education, non-profit, and commercial sectors in Massachusetts, other New England states, and New York; ::'''Involved in MA energy & renewables policy since passage of GCA''' ::'''Work in municipal government, K-12 and higher education; experience with non-profit sector; professionally active in Boston-area finance industry Extensive/30 years of experience in relationship selling *Keen interest in environmental protection, climate change, renewable energy, and other sustainability-related policies and practices; ::'''Founder of Green Needham ''' ::'''Active in MA and municipal energy policy since GCA; spearheaded community efforts *Deep knowledge of renewable energy regulations and incentives; ::'''Worked with all programs ''' *Strong verbal and written communication skills and experience; ::''' ''' *Familiarity with development and construction processes, land-use regulations and zoning bylaws, and project finance; ::''' ''' *Ability to operate independently within a fast-moving, dynamic environment. ::''' ''' == Ideal Candidate == Ideal candidate will have: *Exemplary Customer Relations skills :*Building institutional relationships :*Work with multiple stakeholders - renewable energy projects in municipality :* *Substantial experience in renewable energy :*Worked to promote renewables locally, explain and advocate for GCA policies and projects :* *Broad understanding of real estate development processes, regulations and financing :*MS Fin / CFA? * == Company News and Information == See company's [http://bluewave-capital.com/category/news/ news pages] for most of these items *'''Responsible investments''' is an important theme for the company. *Responsible for New Bedford Solar; New Bedford one of largest municipal solar users *MAPC 17-town solar procurement awarded to BlueWave {{color||2014-07-28}} :*Working with ::*SunEdison, which will be providing financing for the projects ::*Borrego Solar and RGS Energy, which will serve as the engineering, procurement and construction contractors for the projects. *BlueWave is a "project broker" *Sold 50MW of solar projects it developed to SunEdison {{color||2014-06-23}} WSJ ::SunEdison will be owner-operator of the projects and will sell the net metering credits generated by the systems to the City of New Bedford, the Towns of Bourne, Palmer, Webster and Winthrop, several state colleges including Cape Cod Community College, Middlesex Community College, and the Massachusetts Maritime Academy, as well as a number of housing authorities including those serving Fall River, Plymouth, Fairhaven and Barnstable. CEO '''John DeVillars''' *Formerly MA DEP head *Formerly EPA region head *"Established BlueWave as a holding company with the goal of developing brownfield sites across the state and region" *"evolved into a solar-development company about four years ago, after the Green Communities Act was passed" (BBJ profile, 2013-09) ruwhtvnlv3rr09xudn4tm8s4ph5hagd 1311 1310 2024-05-24T04:57:42Z Michael 1 1 revision imported 1310 wikitext text/x-wiki == Networking == *Janet Besser - LPM 7/28 :*Knows John and will send her support *Peter Rothstein (through Janet) *Jodi? (shared two-family with DeVillars) *David Richardson - Note 7/29 :*Knows John and willing to make an introduction == Letter Outline == *Opening paragraph - use points under 3rd bullet of "Job requirements" below :*Involved in MA energy & renewables policy since passage of GCA :*Work in municipal government, K-12 and higher education; experience with non-profit sector; professionally active in Boston-area finance industry :*Extensive/30 years of experience in relationship selling *Opportunity to grow & develop a team and the business *Collaboration and partnership *Versatility *Relationship Management *Negotiations with multiple stakeholders *Public sphere/market segment - communications, relationships with multiple levels of stakeholders === Closing Paragraph === I am particularly enthusiastic to take on this role at an opportune time the growth of the solar market and in the company's evolution: *Solar PV is rapidly becoming mainstream in key segments you have targeted: :*for municipalities, universities and for-profit enterprises in owner-occupied properties, considering solar become a routine occurrence, especially here in Massachusetts. A marketing strategy built around capacity, experience and reputation will more readily attract this larger pool of mainstream clients. *Policy innovations in other states will offer opportunities to replicate and scale that successful strategy. :*Connecticut has adopted some of Massachusetts' policy structure while innovating in other areas (like cPACE); New York is poised to undertake a transformation in the utility industry that will propel distributed generation. *We may be reaching an inflection point in financing that will significantly increase the pool of capital available :*Interest rates are likely to stay relatively low for several more years :*Several years of significant growth in installations has solidified the view of solar as a reliable cash flow producer. :*Sales of operating assets to well-known institutions and the initial reception of the Yieldco model offer increased opportunities to significantly increase transaction volumes. Growing the customer base, increasing visibility and executing a well-planned marketing and communications strategy are key to taking advantage of the these and the other opportunities you are undoubtedly considering. I will bring an enthusiasm, versatility and breadth of experience and interests that will enable me to be a long-term contributor to your team and its success. *Inflection Point (for industry/market) :*Many more opportunities - mainstreaming of Solar in MA & beyond; NY utility restructuring; ::*Solar is becoming mainstream in municipal, NFP and commercial environment - the next crop of customers want stable companies with proven experience. ::*Policy innovation in nearby states - NY's embrace of the utility of the future and, to a lesser extent, CT's innovations (modeling MA, cPACE, etc.) :*Consolidation of developers; emergence of leaders :*Financing - increased availability and appeal of solar PV - no longer leading-edge; almost routine ::*sale of operational units, creation of Yieldcos opening up capital pipeline == Response Themes and Notes == Based on [[#Company News and Information]] *Moving to a model where they are at the front end of a pipeline of projects :*BlueWave brings them on board, sells them to others (SunEdison) to own/operate :*Bringing new projects on board is a key :*Among first movers to successfully create such a pipeline? *How does this relate to the YieldCo model? Could a SunEdison move these into a Yieldco? More easily than BlueWave could. Is this the eventual model? == Key Job Elements == *Get 20 year PPAs with municipal, nfp & commercial :*Primary customer point of contact until construction begins *Develop an overall marketing strategy for the company == Job Requirements and key match points == *''3-5 years prior experience in renewable energy project development, sales and/or public policy;'' ::'''20+ years sales and business development''' ::'''5+ years on public policy in energy''' ::Led sales effort (internal and with developers) for major municipal project *Undergraduate or graduate degree in a relevant area: business, real estate, finance, law, public policy; ::'''MS in Finance''' ::'''Completion of CFA Exams''' *Strong relations with potential customers in the municipal, higher education, non-profit, and commercial sectors in Massachusetts, other New England states, and New York; ::'''Involved in MA energy & renewables policy since passage of GCA''' ::'''Work in municipal government, K-12 and higher education; experience with non-profit sector; professionally active in Boston-area finance industry Extensive/30 years of experience in relationship selling *Keen interest in environmental protection, climate change, renewable energy, and other sustainability-related policies and practices; ::'''Founder of Green Needham ''' ::'''Active in MA and municipal energy policy since GCA; spearheaded community efforts *Deep knowledge of renewable energy regulations and incentives; ::'''Worked with all programs ''' *Strong verbal and written communication skills and experience; ::''' ''' *Familiarity with development and construction processes, land-use regulations and zoning bylaws, and project finance; ::''' ''' *Ability to operate independently within a fast-moving, dynamic environment. ::''' ''' == Ideal Candidate == Ideal candidate will have: *Exemplary Customer Relations skills :*Building institutional relationships :*Work with multiple stakeholders - renewable energy projects in municipality :* *Substantial experience in renewable energy :*Worked to promote renewables locally, explain and advocate for GCA policies and projects :* *Broad understanding of real estate development processes, regulations and financing :*MS Fin / CFA? * == Company News and Information == See company's [http://bluewave-capital.com/category/news/ news pages] for most of these items *'''Responsible investments''' is an important theme for the company. *Responsible for New Bedford Solar; New Bedford one of largest municipal solar users *MAPC 17-town solar procurement awarded to BlueWave {{color||2014-07-28}} :*Working with ::*SunEdison, which will be providing financing for the projects ::*Borrego Solar and RGS Energy, which will serve as the engineering, procurement and construction contractors for the projects. *BlueWave is a "project broker" *Sold 50MW of solar projects it developed to SunEdison {{color||2014-06-23}} WSJ ::SunEdison will be owner-operator of the projects and will sell the net metering credits generated by the systems to the City of New Bedford, the Towns of Bourne, Palmer, Webster and Winthrop, several state colleges including Cape Cod Community College, Middlesex Community College, and the Massachusetts Maritime Academy, as well as a number of housing authorities including those serving Fall River, Plymouth, Fairhaven and Barnstable. CEO '''John DeVillars''' *Formerly MA DEP head *Formerly EPA region head *"Established BlueWave as a holding company with the goal of developing brownfield sites across the state and region" *"evolved into a solar-development company about four years ago, after the Green Communities Act was passed" (BBJ profile, 2013-09) ruwhtvnlv3rr09xudn4tm8s4ph5hagd 0 672 1312 2018-04-30T18:07:41Z Greis>Michael 0 1312 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] - [[opportunity status::DNA]] [[activity date::2018-03-31]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://www.borregosolar.com/careers/director-policy-business-development-northeast Borrego web site] -referred from NECEC e-mail newsletter :*Posted [[event date::2018-02-02]]? === Posting === Borrego Solar Systems, Inc., seeks a '''Director of Policy and Business Development for the Northeast''' to lead our policy and new market development efforts in New York, Massachusetts, New Jersey, and other key Northeast markets. Borrego Solar is a leading national solar and energy storage development, design, construction, operations and maintenance firm that focuses on the commercial, public, and utility sectors. This is an exciting, dynamic opportunity, at a mature company that plays a leading role in industry coalitions and the policy-making process. At Borrego Solar, we understand the value that effective thought leadership provides for our industry and for our business. We have actively worked to shape the positions that our industry takes in regulatory and legislative settings, and we believe that approach has been integral to our success. '''About the position''': The Director of Policy and Business Development for the Northeast will have two primary responsibilities. The first is to represent Borrego Solar in stakeholder coalitions and associations, in regulatory proceedings, and at state legislatures. In this capacity, the Director of Policy and Business Development will work to shape policy outcomes in pursuit of Borrego Solar’s mission, which is to accelerate the adoption of renewable energy. The second primary responsibility for this position is to work hand-in-hand with our project development team and senior leadership to develop and hone Borrego Solar’s business development strategies. That second objective, in our opinion, is what makes this an especially exciting opportunity when combined with a more traditional government affairs role. The right candidate for this position will be entrepreneurial and self-motivated, and will have an understanding of energy policy and markets, a demonstrated ability to work with internal and external partners to move the needle on key business and policy initiatives, and the capacity to think and act strategically to achieve both short-term and long-term priorities. Because the bulk of the position’s responsibilities will revolve around the Massachusetts and New York markets, candidates for this position will preferably be located near New York City, Albany, or Boston. Some travel within the region will be required. The Director of Policy and Business Development for the Northeast will be expected to work closely with Borrego Solar’s distributed and utility-scale project development and finance teams, and will report to Borrego Solar’s Senior Director of Policy and Strategy. '''Position responsibilities include, but are not limited to''': *Represent Borrego Solar in trade associations and other coalitions of solar and electricity storage stakeholders. *Work externally to shape and impact key regulatory proceedings at the state regulatory commissions that represent risks and opportunities for Borrego. Occasional legislative work may also be required. *Work closely with Borrego’s project development team to help drive our business development strategy by identifying risks and opportunities that arise from regulatory developments. *Supervise and collaborate with outside counsel and consultants. *Monitor regional solar and electricity storage policy, and communicate internally to keep Borrego Solar personnel updated on what they need to know. *Work autonomously to identify, prioritize, and address regulatory and legislative objectives in the Northeast. *Support additional policy priorities in other areas as relevant to Borrego’s evolving business development needs. '''Desired qualifications''': *Sharp analytical skills, independent thinking, issue-spotting, and detail-driven decisiveness are the most important qualifications for this position. *3+ years’ experience working on energy policy and engaging with regulatory and legislative stakeholders preferred. *Familiarity with key current issues in Northeast energy policy, including solar and storage policy. *Ability to understand and interface with key business units, principally project development and finance. *Political experience is a strong plus; strong political skills and sensibilities are a must. *BA or equivalent degree required. *JD, MBA and/or a policy degree are attractive qualifications. *Previous government relations experience is not required, but a keen understanding of the policy context and strong political instincts are highly preferred qualifications. '''Compensation''': Borrego Solar’s approach to compensating our employees is unique and progressive. We offer a casual community based workplace that is upbeat and hard working. We strive for quality workmanship and place a large emphasis on customer satisfaction. We promote from within and are looking for career minded individuals, looking to advance in the growing photovoltaic industry. We offer pay commensurate with experience along with excellent benefits including: *Competitive base salary *Potential for bonuses *Comprehensive benefits package including dental, vision, health, life, and disability insurance *Self-managed flexible work schedules and time-off policies *401(k) plan with company match and immediate vesting *Continuing education and professional development assistance Borrego Solar provides equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, age, sexual orientation, national origin, ancestry, disability, genetics, veteran status or any other characteristic protected by state, federal and local laws. In addition to federal law requirements, Borrego complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. EEO M/F/D/V Thank you for considering to join our team! We can’t wait to hear from you. (We are not using external recruiting services at this time.) ---- s399kxxkno7z56ufao99s3er0a8ria3 1313 1312 2024-05-24T04:57:42Z Michael 1 1 revision imported 1312 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] - [[opportunity status::DNA]] [[activity date::2018-03-31]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://www.borregosolar.com/careers/director-policy-business-development-northeast Borrego web site] -referred from NECEC e-mail newsletter :*Posted [[event date::2018-02-02]]? === Posting === Borrego Solar Systems, Inc., seeks a '''Director of Policy and Business Development for the Northeast''' to lead our policy and new market development efforts in New York, Massachusetts, New Jersey, and other key Northeast markets. Borrego Solar is a leading national solar and energy storage development, design, construction, operations and maintenance firm that focuses on the commercial, public, and utility sectors. This is an exciting, dynamic opportunity, at a mature company that plays a leading role in industry coalitions and the policy-making process. At Borrego Solar, we understand the value that effective thought leadership provides for our industry and for our business. We have actively worked to shape the positions that our industry takes in regulatory and legislative settings, and we believe that approach has been integral to our success. '''About the position''': The Director of Policy and Business Development for the Northeast will have two primary responsibilities. The first is to represent Borrego Solar in stakeholder coalitions and associations, in regulatory proceedings, and at state legislatures. In this capacity, the Director of Policy and Business Development will work to shape policy outcomes in pursuit of Borrego Solar’s mission, which is to accelerate the adoption of renewable energy. The second primary responsibility for this position is to work hand-in-hand with our project development team and senior leadership to develop and hone Borrego Solar’s business development strategies. That second objective, in our opinion, is what makes this an especially exciting opportunity when combined with a more traditional government affairs role. The right candidate for this position will be entrepreneurial and self-motivated, and will have an understanding of energy policy and markets, a demonstrated ability to work with internal and external partners to move the needle on key business and policy initiatives, and the capacity to think and act strategically to achieve both short-term and long-term priorities. Because the bulk of the position’s responsibilities will revolve around the Massachusetts and New York markets, candidates for this position will preferably be located near New York City, Albany, or Boston. Some travel within the region will be required. The Director of Policy and Business Development for the Northeast will be expected to work closely with Borrego Solar’s distributed and utility-scale project development and finance teams, and will report to Borrego Solar’s Senior Director of Policy and Strategy. '''Position responsibilities include, but are not limited to''': *Represent Borrego Solar in trade associations and other coalitions of solar and electricity storage stakeholders. *Work externally to shape and impact key regulatory proceedings at the state regulatory commissions that represent risks and opportunities for Borrego. Occasional legislative work may also be required. *Work closely with Borrego’s project development team to help drive our business development strategy by identifying risks and opportunities that arise from regulatory developments. *Supervise and collaborate with outside counsel and consultants. *Monitor regional solar and electricity storage policy, and communicate internally to keep Borrego Solar personnel updated on what they need to know. *Work autonomously to identify, prioritize, and address regulatory and legislative objectives in the Northeast. *Support additional policy priorities in other areas as relevant to Borrego’s evolving business development needs. '''Desired qualifications''': *Sharp analytical skills, independent thinking, issue-spotting, and detail-driven decisiveness are the most important qualifications for this position. *3+ years’ experience working on energy policy and engaging with regulatory and legislative stakeholders preferred. *Familiarity with key current issues in Northeast energy policy, including solar and storage policy. *Ability to understand and interface with key business units, principally project development and finance. *Political experience is a strong plus; strong political skills and sensibilities are a must. *BA or equivalent degree required. *JD, MBA and/or a policy degree are attractive qualifications. *Previous government relations experience is not required, but a keen understanding of the policy context and strong political instincts are highly preferred qualifications. '''Compensation''': Borrego Solar’s approach to compensating our employees is unique and progressive. We offer a casual community based workplace that is upbeat and hard working. We strive for quality workmanship and place a large emphasis on customer satisfaction. We promote from within and are looking for career minded individuals, looking to advance in the growing photovoltaic industry. We offer pay commensurate with experience along with excellent benefits including: *Competitive base salary *Potential for bonuses *Comprehensive benefits package including dental, vision, health, life, and disability insurance *Self-managed flexible work schedules and time-off policies *401(k) plan with company match and immediate vesting *Continuing education and professional development assistance Borrego Solar provides equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, age, sexual orientation, national origin, ancestry, disability, genetics, veteran status or any other characteristic protected by state, federal and local laws. In addition to federal law requirements, Borrego complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. EEO M/F/D/V Thank you for considering to join our team! We can’t wait to hear from you. (We are not using external recruiting services at this time.) ---- s399kxxkno7z56ufao99s3er0a8ria3 0 673 1314 2018-04-30T18:17:59Z Greis>Michael 0 Created page with "=== Notes for possible letter === *Letter :*Thrilled to see this - policy & thought leadership & business development *Key responsibilities :*Represent Borrego :*Work with pro..." 1314 wikitext text/x-wiki === Notes for possible letter === *Letter :*Thrilled to see this - policy & thought leadership & business development *Key responsibilities :*Represent Borrego :*Work with project team and senior leadership to develop BD strategies *What do I offer? :*Policy experience - NECEC, Massachusetts :*Legislative engagement ::&#10;https://blog.workflowy.com/2016/09/29/better-link-life/ :*Keen understanding of political environment and stakeholder satisfaction ::*Experience as a local elected official :*Deep understanding of finance :*Solar BD experience - BlueWave, Needham RTS solar nlv9eu73f1c0ccysk73zcib0ykd405n 1315 1314 2024-05-24T04:57:42Z Michael 1 1 revision imported 1314 wikitext text/x-wiki === Notes for possible letter === *Letter :*Thrilled to see this - policy & thought leadership & business development *Key responsibilities :*Represent Borrego :*Work with project team and senior leadership to develop BD strategies *What do I offer? :*Policy experience - NECEC, Massachusetts :*Legislative engagement ::&#10;https://blog.workflowy.com/2016/09/29/better-link-life/ :*Keen understanding of political environment and stakeholder satisfaction ::*Experience as a local elected official :*Deep understanding of finance :*Solar BD experience - BlueWave, Needham RTS solar nlv9eu73f1c0ccysk73zcib0ykd405n 0 674 1316 2014-12-16T22:16:46Z Greis>Michael 0 Created page with "__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Boston Common Senior VP Bus Dev/Notes|Notes]] *Posting :*[http://www.bostoncommon..." 1316 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Boston Common Senior VP Bus Dev/Notes|Notes]] *Posting :*[http://www.bostoncommonasset.com/documents/Boston%20SVP%20Bus%20Dev-Relationship%20Mgmt%20POSTING%20VER%2005-2014.pdf Web Site] :*June, 2014 (originally); still posted December, 2014 === Posting === Boutique sustainable investment firm seeks Senior Vice President, Business Development/Relationship Management for a full-time position. Applicant will join an entrepreneurial team operating from our downtown Boston office. '''About the Firm''' Boston Common Asset Management (BCAM) is an investment manager and leader in global sustainability initiatives, specializing in long-on ly, international and US equity strategies. Boston Common managed $2 billion, including subadvised assets, as of December 31, 2013. The firm currently has 32 employees in two offices. Boston Common, independent and employee owned, is committed to a diverse workforce and encourages employees to participate in community and social outreach. '''Responsibilities''' The SVP, Business Development/Relationship Management will build on BCAM’s integrated ESG investment services to take the firm to the next stage of growth in its second decade. This executive will lead the business development effort to generate prospects and close new business. She/he will also join the leadership team in creating an optimal BCAM client experience. This role is for a player/coach who can produce results as well as lead. The expectation is that the successful candidate will prospect for business, lead the business development team, and also work closely with the Manager of Client Service. After a brief period learning the firm and its products, this individual should be able to leverage existing relationships to create results. This position is based in Boston, but involves significant travel away from the office. '''Qualifications''' The SVP, Business Development/Relationship Management must be a person with proven sales results and client experience with an asset management firm ; this includes selling investment management services through multiple channels. Further, possessing a strong commitment around ESG issues and an integrated approach to Sustainable Investing is critical. Working knowledge of investments is essential; prior experience in managing investments would be a plus. This person must be bright and engaging and able to speak at a sophisticated level about BCAM’s integrated ESG investment approach. She/he will have and demonstrate the highest level of work ethic, professionalism, and ethical behavior. The successful candidate at Boston Common will be a self-starter who can work well with people at all levels inside and outside the organization and operate cooperatively without direct authority. Bachelors Degree is required with a minimum of ten to fifteen years directly related experience. CFA is highly desirable. MBA or advanced degree in a related field is helpful. '''Compensation''' Compensation will depend on experience and qualifications. Boston Common Asset Management offers a competitive benefits package, including medical, dental and 401k plans. Boston Common Asset Management is committed to fostering a diverse and inclusive work environment because the firm believes diversity enriches its efforts and aligns with their integrated investment approach. Boston Common Asset Management is an Affirmative Action-Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, military/veteran status, sexual orientation, gender identity or expression, marital status, genetic information or any other protected status. '''How to Apply''' Applicants should send a resume and a cover letter describing how your qualifications and interests wi ll enable you to contribute to our organization in this position. Send all correspondence via email to: :Alex Cook at Seaview Global Advisors, the firm’s recruit ing partner for this assignment (acook@seaview-global.com) and include “SVP, Business Development/ Relationship Management” in the subject line. ---- 7hqptqjx7qnomq0z2mvhwuqcz2lyiaj 1317 1316 2024-05-24T04:57:42Z Michael 1 1 revision imported 1316 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Boston Common Senior VP Bus Dev/Notes|Notes]] *Posting :*[http://www.bostoncommonasset.com/documents/Boston%20SVP%20Bus%20Dev-Relationship%20Mgmt%20POSTING%20VER%2005-2014.pdf Web Site] :*June, 2014 (originally); still posted December, 2014 === Posting === Boutique sustainable investment firm seeks Senior Vice President, Business Development/Relationship Management for a full-time position. Applicant will join an entrepreneurial team operating from our downtown Boston office. '''About the Firm''' Boston Common Asset Management (BCAM) is an investment manager and leader in global sustainability initiatives, specializing in long-on ly, international and US equity strategies. Boston Common managed $2 billion, including subadvised assets, as of December 31, 2013. The firm currently has 32 employees in two offices. Boston Common, independent and employee owned, is committed to a diverse workforce and encourages employees to participate in community and social outreach. '''Responsibilities''' The SVP, Business Development/Relationship Management will build on BCAM’s integrated ESG investment services to take the firm to the next stage of growth in its second decade. This executive will lead the business development effort to generate prospects and close new business. She/he will also join the leadership team in creating an optimal BCAM client experience. This role is for a player/coach who can produce results as well as lead. The expectation is that the successful candidate will prospect for business, lead the business development team, and also work closely with the Manager of Client Service. After a brief period learning the firm and its products, this individual should be able to leverage existing relationships to create results. This position is based in Boston, but involves significant travel away from the office. '''Qualifications''' The SVP, Business Development/Relationship Management must be a person with proven sales results and client experience with an asset management firm ; this includes selling investment management services through multiple channels. Further, possessing a strong commitment around ESG issues and an integrated approach to Sustainable Investing is critical. Working knowledge of investments is essential; prior experience in managing investments would be a plus. This person must be bright and engaging and able to speak at a sophisticated level about BCAM’s integrated ESG investment approach. She/he will have and demonstrate the highest level of work ethic, professionalism, and ethical behavior. The successful candidate at Boston Common will be a self-starter who can work well with people at all levels inside and outside the organization and operate cooperatively without direct authority. Bachelors Degree is required with a minimum of ten to fifteen years directly related experience. CFA is highly desirable. MBA or advanced degree in a related field is helpful. '''Compensation''' Compensation will depend on experience and qualifications. Boston Common Asset Management offers a competitive benefits package, including medical, dental and 401k plans. Boston Common Asset Management is committed to fostering a diverse and inclusive work environment because the firm believes diversity enriches its efforts and aligns with their integrated investment approach. Boston Common Asset Management is an Affirmative Action-Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, military/veteran status, sexual orientation, gender identity or expression, marital status, genetic information or any other protected status. '''How to Apply''' Applicants should send a resume and a cover letter describing how your qualifications and interests wi ll enable you to contribute to our organization in this position. Send all correspondence via email to: :Alex Cook at Seaview Global Advisors, the firm’s recruit ing partner for this assignment (acook@seaview-global.com) and include “SVP, Business Development/ Relationship Management” in the subject line. ---- 7hqptqjx7qnomq0z2mvhwuqcz2lyiaj 0 675 1318 2013-03-05T21:11:12Z Greis>Michael 0 1318 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Boston Trust ESG Researcher/Notes|Notes]] :*Mark Cushing (was IBM Marketing Rep in 067 (Financial Services) in the 80's. CFA charterholder. At Walden since 1998. :*Nate Riley is an Investment Analyst at BT/Walden *Posting :*[http://ussif.org/resources/jobs/view_job.cfm?Job_ID=457 US SIF] :*February, 2013 === Posting === Is this effectively with Walden Asset Management? Walden is a division of Boston Trust and shares its investment team. Job Responsibilities The ESG Research Analyst is a key member of a research and engagement team that evaluates, monitors and communicates with companies, clients, investors and other stakeholders on a broad array of global corporate responsibility issues, including product safety and integrity, environmental stewardship, employment policies and practices, community impact, and corporate governance. The analyst has significant interaction with portfolio companies, including dialogues with management and leading shareholder resolutions, as well as responsibilities involving public policy advocacy. In addition to research and engagement functions, the analyst is involved in communications with clients and prospects, and the development and maintenance of marketing and client service materials including Walden’s website and Values newsletter. Qualifications Education: Graduate degree is preferred. Experience: Minimum of five years of ESG/SRI/CSR work experience, including direct company and client contact responsibilities. Demonstrated professional success. Competencies: Exceptional organizational, analytical, and oral and written communication skills are required. Candidate must be knowledgeable about financial markets, enjoy working in a team environment, and operate with the highest professional standards. Boston Trust & Investment Management Company and Walden Asset Management are committed to diversity in the workplace. We seek to create an environment where all employees’ abilities and energies are fully utilized. We believe diversity enhances our opportunity to build a high-performance culture that enables us to succeed in a competitive business. Reasonable accommodations will be made available to any applicant requesting them for the application process. Interested candidates should send a résumé and cover letter to Ann Ward, Director of Human Resources, at hr@bostontrust.com. ---- 6it2zwf42j3ehnuwuyp3nxfezq5zi9x 1319 1318 2024-05-24T04:57:42Z Michael 1 1 revision imported 1318 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Boston Trust ESG Researcher/Notes|Notes]] :*Mark Cushing (was IBM Marketing Rep in 067 (Financial Services) in the 80's. CFA charterholder. At Walden since 1998. :*Nate Riley is an Investment Analyst at BT/Walden *Posting :*[http://ussif.org/resources/jobs/view_job.cfm?Job_ID=457 US SIF] :*February, 2013 === Posting === Is this effectively with Walden Asset Management? Walden is a division of Boston Trust and shares its investment team. Job Responsibilities The ESG Research Analyst is a key member of a research and engagement team that evaluates, monitors and communicates with companies, clients, investors and other stakeholders on a broad array of global corporate responsibility issues, including product safety and integrity, environmental stewardship, employment policies and practices, community impact, and corporate governance. The analyst has significant interaction with portfolio companies, including dialogues with management and leading shareholder resolutions, as well as responsibilities involving public policy advocacy. In addition to research and engagement functions, the analyst is involved in communications with clients and prospects, and the development and maintenance of marketing and client service materials including Walden’s website and Values newsletter. Qualifications Education: Graduate degree is preferred. Experience: Minimum of five years of ESG/SRI/CSR work experience, including direct company and client contact responsibilities. Demonstrated professional success. Competencies: Exceptional organizational, analytical, and oral and written communication skills are required. Candidate must be knowledgeable about financial markets, enjoy working in a team environment, and operate with the highest professional standards. Boston Trust & Investment Management Company and Walden Asset Management are committed to diversity in the workplace. We seek to create an environment where all employees’ abilities and energies are fully utilized. We believe diversity enhances our opportunity to build a high-performance culture that enables us to succeed in a competitive business. Reasonable accommodations will be made available to any applicant requesting them for the application process. Interested candidates should send a résumé and cover letter to Ann Ward, Director of Human Resources, at hr@bostontrust.com. ---- 6it2zwf42j3ehnuwuyp3nxfezq5zi9x 0 676 1320 2016-02-01T18:53:29Z Greis>Michael 0 1320 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Brandeis Associate Director of Investments/Notes|Notes]] *Posting :*[http://jobline.cfainstitute.org/jobs/7828936/associate-director-of-investments CFA job site] :*Can apply from here :*January 12, 2016 === Posting === The Office of Investment Management is responsible for the management of the Brandeis University Endowment Fund, which totals approximately $900 million. *The investment office is comprised of six full-time employees and is overseen by a seven-person investment committee whose members have significant investment experience. *randeis maintains active long-term relationships with many of the world’s most successful investment firms across public and private asset classes. *Brandeis partners with over 40 external fund managers whose collective expertise covers a wide spectrum of investment styles and strategies. *Over the past ten years, the investment office has achieved annualized returns which are highly competitive with larger peers. The Brandeis University Endowment Fund has been established to fund scholarships, fellowships, faculty salaries, programs, activities and facilities designed to promote and advance the mission of Brandeis University. The endowment supports the operational stability of the university and provided approximately 13% of the university operating budget in fiscal year 2015. The Office of Investment Management is located off-campus in downtown Boston, Massachusetts. For more information, please visit our [http://www.brandeis.edu/investmanagement/ website]. '''About the Position''' The Associate Director of Investments will report to the Chief Investment Officer. As a key member of a seven-person team, the Associate Director of Investments will primarily work with the CIO and other colleagues to monitor existing investment managers and to conduct due diligence on new investment managers. Secondarily, the Associate Director of Investments will conduct asset allocation, liquidity, risk, performance and other investment projects. The Associate Director of Investments will be a generalist, conducting research and performing analysis across asset classes (including traditional public equity, hedge fund, private equity, real asset, and venture capital managers). Over time, the Associate Director of Investments will develop specializations and assume primary responsibility. Main responsibilities include: *monitoring and analyzing existing investment partnerships both through on-site visits and research *conducting due diligence on prospective investment partnerships by evaluating the strategy, analyzing the performance and preparing recommendations for the Investment Committee *assisting in the preparation of strategic analyses of asset classes, reviews of capital allocations to each asset class, and oversight of the portfolio exposure management process *researching broad investment and industry trends, and supporting the Chief Investment Officer and the entire department in various projects as required *supporting the office with modeling and analysis of benchmarks, portfolio performance, risk and liquidity This is a unique opportunity to play a key role in a successful, growing investment office for a highly respected educational institution. '''Position Qualifications''' Ideal candidates will have most of the following attributes: *demonstrable success in prior work experience, including finance (investment management, investment banking), corporate strategy, consulting, and analytical and/or investigative research roles in other fields *strong intellectual curiosity, flexibility, and fact-based approach to analysis *experience in conducting deep primary research, and organizing findings *preference for working in a small entrepreneurial team within a larger non-profit organization *excellent oral, written, and presentation skills *ability to work collaboratively with multiple constituencies both internal (within the Office of Investment Management and other departments on campus) and external (the investment management community) *a strong professional network *ability to travel frequently domestically and abroad *a master’s degree in business administration, a degree in the fields of hard or soft science, or equivalent work experience *a minimum of 4-10 years of related work experience ---- 28hbcbidzadq5nozupf6cv9mfud46s7 1321 1320 2024-05-24T04:57:42Z Michael 1 1 revision imported 1320 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Brandeis Associate Director of Investments/Notes|Notes]] *Posting :*[http://jobline.cfainstitute.org/jobs/7828936/associate-director-of-investments CFA job site] :*Can apply from here :*January 12, 2016 === Posting === The Office of Investment Management is responsible for the management of the Brandeis University Endowment Fund, which totals approximately $900 million. *The investment office is comprised of six full-time employees and is overseen by a seven-person investment committee whose members have significant investment experience. *randeis maintains active long-term relationships with many of the world’s most successful investment firms across public and private asset classes. *Brandeis partners with over 40 external fund managers whose collective expertise covers a wide spectrum of investment styles and strategies. *Over the past ten years, the investment office has achieved annualized returns which are highly competitive with larger peers. The Brandeis University Endowment Fund has been established to fund scholarships, fellowships, faculty salaries, programs, activities and facilities designed to promote and advance the mission of Brandeis University. The endowment supports the operational stability of the university and provided approximately 13% of the university operating budget in fiscal year 2015. The Office of Investment Management is located off-campus in downtown Boston, Massachusetts. For more information, please visit our [http://www.brandeis.edu/investmanagement/ website]. '''About the Position''' The Associate Director of Investments will report to the Chief Investment Officer. As a key member of a seven-person team, the Associate Director of Investments will primarily work with the CIO and other colleagues to monitor existing investment managers and to conduct due diligence on new investment managers. Secondarily, the Associate Director of Investments will conduct asset allocation, liquidity, risk, performance and other investment projects. The Associate Director of Investments will be a generalist, conducting research and performing analysis across asset classes (including traditional public equity, hedge fund, private equity, real asset, and venture capital managers). Over time, the Associate Director of Investments will develop specializations and assume primary responsibility. Main responsibilities include: *monitoring and analyzing existing investment partnerships both through on-site visits and research *conducting due diligence on prospective investment partnerships by evaluating the strategy, analyzing the performance and preparing recommendations for the Investment Committee *assisting in the preparation of strategic analyses of asset classes, reviews of capital allocations to each asset class, and oversight of the portfolio exposure management process *researching broad investment and industry trends, and supporting the Chief Investment Officer and the entire department in various projects as required *supporting the office with modeling and analysis of benchmarks, portfolio performance, risk and liquidity This is a unique opportunity to play a key role in a successful, growing investment office for a highly respected educational institution. '''Position Qualifications''' Ideal candidates will have most of the following attributes: *demonstrable success in prior work experience, including finance (investment management, investment banking), corporate strategy, consulting, and analytical and/or investigative research roles in other fields *strong intellectual curiosity, flexibility, and fact-based approach to analysis *experience in conducting deep primary research, and organizing findings *preference for working in a small entrepreneurial team within a larger non-profit organization *excellent oral, written, and presentation skills *ability to work collaboratively with multiple constituencies both internal (within the Office of Investment Management and other departments on campus) and external (the investment management community) *a strong professional network *ability to travel frequently domestically and abroad *a master’s degree in business administration, a degree in the fields of hard or soft science, or equivalent work experience *a minimum of 4-10 years of related work experience ---- 28hbcbidzadq5nozupf6cv9mfud46s7 0 677 1322 2016-01-26T17:51:46Z Greis>Michael 0 1322 wikitext text/x-wiki == People == [http://www.brandeis.edu/investmanagement/team/index.html Investment Staff] [http://www.brandeis.edu/investmanagement/team/committee.html Investment Committee] Others: *[[involved::Perry Traquina]] - Chair, Board of Trustees, Brandeis University ([http://www.brandeis.edu/trustees/bios/traquina.html Bio]) :*Retired end 2014 as Chairman and CEO of Wellington Management ---- 0kzv48vtae6foohonnd3arxht5rd1o0 1323 1322 2024-05-24T04:57:42Z Michael 1 1 revision imported 1322 wikitext text/x-wiki == People == [http://www.brandeis.edu/investmanagement/team/index.html Investment Staff] [http://www.brandeis.edu/investmanagement/team/committee.html Investment Committee] Others: *[[involved::Perry Traquina]] - Chair, Board of Trustees, Brandeis University ([http://www.brandeis.edu/trustees/bios/traquina.html Bio]) :*Retired end 2014 as Chairman and CEO of Wellington Management ---- 0kzv48vtae6foohonnd3arxht5rd1o0 0 678 1324 2013-02-07T18:05:37Z Greis>Michael 0 1324 wikitext text/x-wiki __NOTOC__ *Applied - :*Send to jobs@breckenridge.com :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Breckenridge ESG Analyst/Notes|Notes]] :*Talked with Rob Fernandez - is a junior position. They want someone to enter data as they build their models. Hadn't thought of telling me because it was junior. :*Suggested a conversation - consider building the position into something more significant for the firm? :*He looked into that. Came back to say that they would stay with the junior position. :*NB: Mentioned '''David Madigan''' Breckenridge CIO I had met at BSAS event several years ago *Posting :*[http://ussif.org/resources/jobs/view_job.cfm?Job_ID=440 US SIF jobs board] :*November, 2012 === Posting === Boston-based fixed income investment management firm seeks an ESG analyst to focus on the sustainability of municipalities and corporations. Successful candidate will work with analysts and portfolio managers to provide fundamental analysis of environmental, social and governance factors of investment grade bond issuers. Traditional credit analysis skills may also be required. Portfolios are primarily separate accounts for high net worth individuals, foundations, endowments, profit sharing plans, etc. The position requires strong verbal and written communication skills. Entry-level to two years experience; CFA, MBA or MPP/MPA or other relevant degree (or demonstrated progress towards completion) and/or coursework in sustainability is a plus. ---- 8te80sdm7pzy66mel0thq3at1ifemim 1325 1324 2024-05-24T04:57:42Z Michael 1 1 revision imported 1324 wikitext text/x-wiki __NOTOC__ *Applied - :*Send to jobs@breckenridge.com :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Breckenridge ESG Analyst/Notes|Notes]] :*Talked with Rob Fernandez - is a junior position. They want someone to enter data as they build their models. Hadn't thought of telling me because it was junior. :*Suggested a conversation - consider building the position into something more significant for the firm? :*He looked into that. Came back to say that they would stay with the junior position. :*NB: Mentioned '''David Madigan''' Breckenridge CIO I had met at BSAS event several years ago *Posting :*[http://ussif.org/resources/jobs/view_job.cfm?Job_ID=440 US SIF jobs board] :*November, 2012 === Posting === Boston-based fixed income investment management firm seeks an ESG analyst to focus on the sustainability of municipalities and corporations. Successful candidate will work with analysts and portfolio managers to provide fundamental analysis of environmental, social and governance factors of investment grade bond issuers. Traditional credit analysis skills may also be required. Portfolios are primarily separate accounts for high net worth individuals, foundations, endowments, profit sharing plans, etc. The position requires strong verbal and written communication skills. Entry-level to two years experience; CFA, MBA or MPP/MPA or other relevant degree (or demonstrated progress towards completion) and/or coursework in sustainability is a plus. ---- 8te80sdm7pzy66mel0thq3at1ifemim 0 679 1326 2013-08-26T19:53:22Z Greis>Michael 0 1326 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Business Development Hult/Notes|Notes]] *Posting :*[https://www.smartrecruiters.com/HultInternationalBusinessSchool/73009171-business-development-manager SmartRecruiters] :*August, 2013 :*Also posted - [https://www.smartrecruiters.com/HultInternationalBusinessSchool/73013336-business-development-executive-bos Business Development Executive] (reports to Business Development Manager === Posting === Company Description Hult is the world’s most international business school with campuses in Cambridge/Boston, San Francisco, London, Dubai, and Shanghai, and rotation centers in New York and Sao Paolo. Hult provides students with a truly global experience, working alongside peers from 137 nationalities speaking 105 languages. With Global Campus Rotation students have the opportunity to select their home campus and then spend up to three months studying at two others. With a focus on practical, business education, Hult empowers students to develop real-world skills by completing a six-week Action Project for a leading company or non-profit. Job Description Are you looking for a role with a truly global, entrepreneurial company that will develop, challenge, and inspire you? Hult International Business School is looking for a highly motivated, results-oriented Business Development Executive to join an international team with nearly as many nationalities as members. The Hult Business Development team is committed to taking Hult’s recruitment and admission activities to new levels, and as part of our team, you will play a key role in this and be rewarded for your drive, innovative ideas, and passion for sales and business development. Why join us? Dynamic work environment with frequent international travel Entrepreneurial, fast-paced, rapidly growing business Autonomy and personal ownership Competitive salary This is not your average business development role. Sound like a perfect fit? If you think this could be you, we’d love to get to know you. Job Description Assisting the Business Development Manager with the definition, and implementation of a go-to-market strategy to recruit internationally-minded, high quality students for one of our four programs in your dedicated market Representing the school at various fairs, conferences, and events and hosting regional info sessions and "meet and greets" in targeted cities in North America Advising prospective students on the programs in person or via telephone and guiding them through the enrollment process Ongoing candidate follow-up to ensure timely admissions and state-of-the-art customer service Working collaboratively with the Regional Marketing Team in the development of marketing strategies (paid search, email campaigns, and social media activities) Qualifications You are ready to put your skills to good use. You are willing to work hard in exchange for the opportunity to prove yourself. You are competitive, driven, and eager to learn. You are hungry for a chance to someday lead a team of your own. You have: A Marketing/Business/Administration/Equivalent degree Some experience in sales or marketing for a respected company International experience (for studies or for work) Strong commercial instincts Strong business acumen Excellent communication and interpersonal skills Ability to work very independently or as part of a team The poise to handle the pressure and demands of our industry It will help if you also have some experience in a service-oriented industry as well as if you speak more than one language. Please note that you must have the right to work in the United States to be considered for this position. Additional Information About EF-Education First EF is the world’s leading international education company in an industry that is 50 billion dollars in size and growing at almost 30% a year. With our mission to “break down barriers in language, culture and geography”, EF has helped over 15 million people learn a language, discover the world, and earn an academic degree. Founded in 1965 by entrepreneur Bertil Hult, today EF operates 400 schools and offices in over 50 countries and has a network of over 30,000 teachers and staff. A privately held company, EF has 16 divisions offering a range of educational programs from language schools, educational travel, academic degrees, to cultural exchange. Where we are going: EF’s mission is more relevant than ever. Today’s world is increasingly complex and interdependent. Cross-cultural communication and understanding are vital to long-term success. EF’s programs enable everyone to make the world their classroom. With our business growing in every part of the world we are looking for talented people to join us. ---- r66gu45hbep1z37q9kfep8m6fbj7vev 1327 1326 2024-05-24T04:57:42Z Michael 1 1 revision imported 1326 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Business Development Hult/Notes|Notes]] *Posting :*[https://www.smartrecruiters.com/HultInternationalBusinessSchool/73009171-business-development-manager SmartRecruiters] :*August, 2013 :*Also posted - [https://www.smartrecruiters.com/HultInternationalBusinessSchool/73013336-business-development-executive-bos Business Development Executive] (reports to Business Development Manager === Posting === Company Description Hult is the world’s most international business school with campuses in Cambridge/Boston, San Francisco, London, Dubai, and Shanghai, and rotation centers in New York and Sao Paolo. Hult provides students with a truly global experience, working alongside peers from 137 nationalities speaking 105 languages. With Global Campus Rotation students have the opportunity to select their home campus and then spend up to three months studying at two others. With a focus on practical, business education, Hult empowers students to develop real-world skills by completing a six-week Action Project for a leading company or non-profit. Job Description Are you looking for a role with a truly global, entrepreneurial company that will develop, challenge, and inspire you? Hult International Business School is looking for a highly motivated, results-oriented Business Development Executive to join an international team with nearly as many nationalities as members. The Hult Business Development team is committed to taking Hult’s recruitment and admission activities to new levels, and as part of our team, you will play a key role in this and be rewarded for your drive, innovative ideas, and passion for sales and business development. Why join us? Dynamic work environment with frequent international travel Entrepreneurial, fast-paced, rapidly growing business Autonomy and personal ownership Competitive salary This is not your average business development role. Sound like a perfect fit? If you think this could be you, we’d love to get to know you. Job Description Assisting the Business Development Manager with the definition, and implementation of a go-to-market strategy to recruit internationally-minded, high quality students for one of our four programs in your dedicated market Representing the school at various fairs, conferences, and events and hosting regional info sessions and "meet and greets" in targeted cities in North America Advising prospective students on the programs in person or via telephone and guiding them through the enrollment process Ongoing candidate follow-up to ensure timely admissions and state-of-the-art customer service Working collaboratively with the Regional Marketing Team in the development of marketing strategies (paid search, email campaigns, and social media activities) Qualifications You are ready to put your skills to good use. You are willing to work hard in exchange for the opportunity to prove yourself. You are competitive, driven, and eager to learn. You are hungry for a chance to someday lead a team of your own. You have: A Marketing/Business/Administration/Equivalent degree Some experience in sales or marketing for a respected company International experience (for studies or for work) Strong commercial instincts Strong business acumen Excellent communication and interpersonal skills Ability to work very independently or as part of a team The poise to handle the pressure and demands of our industry It will help if you also have some experience in a service-oriented industry as well as if you speak more than one language. Please note that you must have the right to work in the United States to be considered for this position. Additional Information About EF-Education First EF is the world’s leading international education company in an industry that is 50 billion dollars in size and growing at almost 30% a year. With our mission to “break down barriers in language, culture and geography”, EF has helped over 15 million people learn a language, discover the world, and earn an academic degree. Founded in 1965 by entrepreneur Bertil Hult, today EF operates 400 schools and offices in over 50 countries and has a network of over 30,000 teachers and staff. A privately held company, EF has 16 divisions offering a range of educational programs from language schools, educational travel, academic degrees, to cultural exchange. Where we are going: EF’s mission is more relevant than ever. Today’s world is increasingly complex and interdependent. Cross-cultural communication and understanding are vital to long-term success. EF’s programs enable everyone to make the world their classroom. With our business growing in every part of the world we are looking for talented people to join us. ---- r66gu45hbep1z37q9kfep8m6fbj7vev 0 680 1328 2020-09-01T15:07:06Z Greis>Michael 0 1328 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] :*Posted at Koya Partners :*[[activity date::2020-08-28]] - No response from Koya. Posting no longer online. :*[[activity date::2020-08-03]] - Open for some time - inquire status and apply if still active *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[https://www.catf.us/experts/ About CATF] *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://koyapartners.com/search/director-of-finance-catf/ Koya Partners] :*Posted [[event date::2020-05-27]] === Posting === ---- k0b1ga85yw5ejpie4fieiynk3fxqi8y 1329 1328 2024-05-24T04:57:42Z Michael 1 1 revision imported 1328 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] :*Posted at Koya Partners :*[[activity date::2020-08-28]] - No response from Koya. Posting no longer online. :*[[activity date::2020-08-03]] - Open for some time - inquire status and apply if still active *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[https://www.catf.us/experts/ About CATF] *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://koyapartners.com/search/director-of-finance-catf/ Koya Partners] :*Posted [[event date::2020-05-27]] === Posting === ---- k0b1ga85yw5ejpie4fieiynk3fxqi8y 0 681 1330 2016-02-01T23:36:55Z Greis>Michael 0 1330 wikitext text/x-wiki __NOTOC__ *Applied - {{color||2016-02-01}} :*Resume - '''GreisMJ resume 2015-11''' (as GreisMJ resume.pdf) :*Cover Letter - '''mjg CA Director Global Business Development''' *[[Career/Opportunities/CA Director GBD Non-Profit Practice/Notes|Notes]] *Posting :*[https://chj.tbe.taleo.net/chj05/ats/careers/requisition.jsp?org=CAMBRIDGEASSOCIATES&cws=1&rid=4210 CA web site] :*[https://www.linkedin.com/comm/jobs2/view/99692326?refId=ff48560b-7930-4ba3-a9d0-8999fe38f2bf&trk=eml-jymbii-organic-job-card&midToken=AQFJm8VYQJ9-xQ&trkEmail=eml-jobs_jymbii_digest-null-54-null-null-2wcf~ijtywx9d~kw LinkedIn] :*Requisition number '''530 P15480 1''' :*January 22, 2016 === Posting === '''Position Overview''' The Director will be a key member of the global business development team at Cambridge Associates focused on the growth of our nonprofit practice. The nonprofit practice is the largest core segment of our business, which today represents approximately two-thirds of the firm’s client base. The individual in this position will focus his/her time on the development of new client relationships (i.e., sales & marketing). This position requires significant interaction with prospective clients, investment directors within the nonprofit practice, the nonprofit practice leadership team, other members of senior management, as well as with selected outside business partners/vendors. '''Job Responsibilities''' *Devise and implement specific marketing programs and strategies for acquiring new nonprofit clients globally. *Field calls, and qualify leads, with prospective clients. Develop recommendations for whether or not to pursue unsolicited leads. *Work collaboratively with lead investment directors and other members of the business development team to manage the end-to-end business development process. *Work with investment teams to develop an approach to winning specific new business opportunities including understanding prospect needs and challenges, understanding the competition, determining appropriate service/pricing approach, working with the RFP team to respond to RFIs and RFPs, identifying our value-add, crafting the approach to finalist sales pitches, tailoring compelling and customized meeting materials for finals pitches, coaching and rehearsing investment teams to ensure effective sales presentations. *Attend selected prospective client meetings as a representative from the business development team. Represent the firm powerfully in external venues. *Assist in managing the nonprofit business development pipeline and the tracking of metrics and trends related to our business development efforts for the nonprofit practice. *Assist in the preparation of materials for, and attend meetings with, the nonprofit practice leadership team. *Identify reasons for wins and losses, lessons learned, and work to enhance marketing/sales best practices and improve overall hit rates. *Effectively work with, develop and mentor other members of the business development team. *Assist in the development of content and marketing materials including letters and proposals to prospective clients, responses to RFPs (Request for Proposals), marketing templates and slides, our public website, and brochures. Develop new marketing content to respond to emerging services, client requests and competitive trends. *Participate in selected strategic marketing initiatives such as: :*The firm’s strategic plan and the nonprofit practice business plan :*Development and management of marketing campaigns to support growth of the nonprofit practice :*Training of investment directors on business development best practices :*Conferences and local events :*Public relations :*Competitive monitoring *Work on special projects as requested. '''Qualifications''': *MBA or CFA with 10+ years of business development, sales and/or sales support experience. *Knowledge of capital markets and investment management principles. *Proven relationship management skills including expertise in effectively managing prospective client relationships in business development situations. *Proven business development / sales skills in a non-promotional manner, with strong strategic marketing skills. *Strong interpersonal and organizational skills, which includes the ability to partner effectively with investment directors in a team-oriented environment. *Demonstrated ability to influence and coach investment professionals in marketing and business development best practices. *Very strong communication, quantitative and conceptual analytical skills, and proficiency in verbal and written communication. *Ability to work on multiple projects simultaneously and to prioritize responsibilities. *Excellent computer skills, specifically Microsoft Office (Word, Excel, PowerPoint). *10-15% travel required. *Candidate must commit to passing the Series 3 exam within the first two months of employment. *Internal candidates must have a minimum of 3 years of experience with the firm. *Must be eligible to work in the US without employer sponsorship. '''Firm Overview''' Cambridge Associates was founded 40 years ago to assist nonprofit institutions with the investment of their endowment assets. Today, we are a Global organization that provides investment planning, research and management to over 990 clients including nonprofit institutions, private clients (families) sovereign wealth funds and pension plans. The firm advises on the full range of assets and strategies, including equities, bonds, real estate, venture capital, hedge funds, leveraged buyout funds, oil and gas partnerships, and many other types of investments. We monitor the performance of nearly all major institutional investment managers and conduct in depth research on those we believe have potential to add value to our clients after fees. Our clients were amongst the earliest to invest in alternative strategies such as hedge funds and private equity so we have unparalleled depth of knowledge in these areas as well as substantial committed research resources and data. Cambridge Associates has a staff of more than 1,100 professionals, including 200 Investment Directors and 150 Investment Associates, based in eight offices located in Arlington, Beijing, Boston, Dallas, London, Menlo Park, Singapore and Sydney. Ours is a long term business with long term client relationships. Accordingly, we take great care in selecting employees with both the aptitude and the willingness to build a long term career in a collegial, hard-working and intellectually challenging team. ---- fgkp7lqpcasay6lasygjnzsrsabk4te 1331 1330 2024-05-24T04:57:42Z Michael 1 1 revision imported 1330 wikitext text/x-wiki __NOTOC__ *Applied - {{color||2016-02-01}} :*Resume - '''GreisMJ resume 2015-11''' (as GreisMJ resume.pdf) :*Cover Letter - '''mjg CA Director Global Business Development''' *[[Career/Opportunities/CA Director GBD Non-Profit Practice/Notes|Notes]] *Posting :*[https://chj.tbe.taleo.net/chj05/ats/careers/requisition.jsp?org=CAMBRIDGEASSOCIATES&cws=1&rid=4210 CA web site] :*[https://www.linkedin.com/comm/jobs2/view/99692326?refId=ff48560b-7930-4ba3-a9d0-8999fe38f2bf&trk=eml-jymbii-organic-job-card&midToken=AQFJm8VYQJ9-xQ&trkEmail=eml-jobs_jymbii_digest-null-54-null-null-2wcf~ijtywx9d~kw LinkedIn] :*Requisition number '''530 P15480 1''' :*January 22, 2016 === Posting === '''Position Overview''' The Director will be a key member of the global business development team at Cambridge Associates focused on the growth of our nonprofit practice. The nonprofit practice is the largest core segment of our business, which today represents approximately two-thirds of the firm’s client base. The individual in this position will focus his/her time on the development of new client relationships (i.e., sales & marketing). This position requires significant interaction with prospective clients, investment directors within the nonprofit practice, the nonprofit practice leadership team, other members of senior management, as well as with selected outside business partners/vendors. '''Job Responsibilities''' *Devise and implement specific marketing programs and strategies for acquiring new nonprofit clients globally. *Field calls, and qualify leads, with prospective clients. Develop recommendations for whether or not to pursue unsolicited leads. *Work collaboratively with lead investment directors and other members of the business development team to manage the end-to-end business development process. *Work with investment teams to develop an approach to winning specific new business opportunities including understanding prospect needs and challenges, understanding the competition, determining appropriate service/pricing approach, working with the RFP team to respond to RFIs and RFPs, identifying our value-add, crafting the approach to finalist sales pitches, tailoring compelling and customized meeting materials for finals pitches, coaching and rehearsing investment teams to ensure effective sales presentations. *Attend selected prospective client meetings as a representative from the business development team. Represent the firm powerfully in external venues. *Assist in managing the nonprofit business development pipeline and the tracking of metrics and trends related to our business development efforts for the nonprofit practice. *Assist in the preparation of materials for, and attend meetings with, the nonprofit practice leadership team. *Identify reasons for wins and losses, lessons learned, and work to enhance marketing/sales best practices and improve overall hit rates. *Effectively work with, develop and mentor other members of the business development team. *Assist in the development of content and marketing materials including letters and proposals to prospective clients, responses to RFPs (Request for Proposals), marketing templates and slides, our public website, and brochures. Develop new marketing content to respond to emerging services, client requests and competitive trends. *Participate in selected strategic marketing initiatives such as: :*The firm’s strategic plan and the nonprofit practice business plan :*Development and management of marketing campaigns to support growth of the nonprofit practice :*Training of investment directors on business development best practices :*Conferences and local events :*Public relations :*Competitive monitoring *Work on special projects as requested. '''Qualifications''': *MBA or CFA with 10+ years of business development, sales and/or sales support experience. *Knowledge of capital markets and investment management principles. *Proven relationship management skills including expertise in effectively managing prospective client relationships in business development situations. *Proven business development / sales skills in a non-promotional manner, with strong strategic marketing skills. *Strong interpersonal and organizational skills, which includes the ability to partner effectively with investment directors in a team-oriented environment. *Demonstrated ability to influence and coach investment professionals in marketing and business development best practices. *Very strong communication, quantitative and conceptual analytical skills, and proficiency in verbal and written communication. *Ability to work on multiple projects simultaneously and to prioritize responsibilities. *Excellent computer skills, specifically Microsoft Office (Word, Excel, PowerPoint). *10-15% travel required. *Candidate must commit to passing the Series 3 exam within the first two months of employment. *Internal candidates must have a minimum of 3 years of experience with the firm. *Must be eligible to work in the US without employer sponsorship. '''Firm Overview''' Cambridge Associates was founded 40 years ago to assist nonprofit institutions with the investment of their endowment assets. Today, we are a Global organization that provides investment planning, research and management to over 990 clients including nonprofit institutions, private clients (families) sovereign wealth funds and pension plans. The firm advises on the full range of assets and strategies, including equities, bonds, real estate, venture capital, hedge funds, leveraged buyout funds, oil and gas partnerships, and many other types of investments. We monitor the performance of nearly all major institutional investment managers and conduct in depth research on those we believe have potential to add value to our clients after fees. Our clients were amongst the earliest to invest in alternative strategies such as hedge funds and private equity so we have unparalleled depth of knowledge in these areas as well as substantial committed research resources and data. Cambridge Associates has a staff of more than 1,100 professionals, including 200 Investment Directors and 150 Investment Associates, based in eight offices located in Arlington, Beijing, Boston, Dallas, London, Menlo Park, Singapore and Sydney. Ours is a long term business with long term client relationships. Accordingly, we take great care in selecting employees with both the aptitude and the willingness to build a long term career in a collegial, hard-working and intellectually challenging team. ---- fgkp7lqpcasay6lasygjnzsrsabk4te 0 682 1332 2016-02-09T21:09:06Z Greis>Michael 0 /* Phone interview with Laura Gearan 2016-02-09 */ 1332 wikitext text/x-wiki *{{color||2016-02-03}} - Laura Gearan (recruiting) received my resume from Missy. Scheduled a phone interview for {{color||2016-02-09}} *{{color||2016-02-01}} - Deirdre replies - still developing budgets for 2016; may be a couple of weeks before proceeding *{{color||2016-02-01}} - application and note to [[involved::Missy Druley]], Executive Recruiting at CA *{{color||2016-02-01}} - note to [[involved::Deirdre Nectow]] at CA == Phone interview with Laura Gearan 2016-02-09 == Points to communicate: Why do you want this job? *Experience with and connection to the non-profit sector *SI - long-term investors *SI - worked with the investment professionals who work with clients; want to again work directly with clients; build something *Everything I do - I build a team around me :*Eager to be part of a permanent team again...build for the long term Resume through Missy? - I thought so *Mentioned I also talked with Deirdre - good *Why I'm interested in position *Involvement with non-profit organizations, involvement with non-profit investment *Questions to better understand work & relationship with universities at IBM; how that career path involved *What brought me to NU, Riverbend Questions to Laura: *culture and fit :*flat, non-hierarchical, no silos :*everyone pitches in wherever needed *where the role fits :*Growing internationally, but this is not an internationally-focused position Follow-up: *Laura will take to non-practice team later this week, find out what their timeline is *interviews with team would be next - within the next few weeks Also asked about compensation expectations :*No specific expectations - believe/assume they will be in a reasonable range Summary: *Believe I passed the basic acceptability criteria *Would look to getting interview with team 3poqtyghfkyx64irnt6z90nnapxvw2d 1333 1332 2024-05-24T04:57:42Z Michael 1 1 revision imported 1332 wikitext text/x-wiki *{{color||2016-02-03}} - Laura Gearan (recruiting) received my resume from Missy. Scheduled a phone interview for {{color||2016-02-09}} *{{color||2016-02-01}} - Deirdre replies - still developing budgets for 2016; may be a couple of weeks before proceeding *{{color||2016-02-01}} - application and note to [[involved::Missy Druley]], Executive Recruiting at CA *{{color||2016-02-01}} - note to [[involved::Deirdre Nectow]] at CA == Phone interview with Laura Gearan 2016-02-09 == Points to communicate: Why do you want this job? *Experience with and connection to the non-profit sector *SI - long-term investors *SI - worked with the investment professionals who work with clients; want to again work directly with clients; build something *Everything I do - I build a team around me :*Eager to be part of a permanent team again...build for the long term Resume through Missy? - I thought so *Mentioned I also talked with Deirdre - good *Why I'm interested in position *Involvement with non-profit organizations, involvement with non-profit investment *Questions to better understand work & relationship with universities at IBM; how that career path involved *What brought me to NU, Riverbend Questions to Laura: *culture and fit :*flat, non-hierarchical, no silos :*everyone pitches in wherever needed *where the role fits :*Growing internationally, but this is not an internationally-focused position Follow-up: *Laura will take to non-practice team later this week, find out what their timeline is *interviews with team would be next - within the next few weeks Also asked about compensation expectations :*No specific expectations - believe/assume they will be in a reasonable range Summary: *Believe I passed the basic acceptability criteria *Would look to getting interview with team 3poqtyghfkyx64irnt6z90nnapxvw2d 0 683 1334 2010-06-28T21:38:07Z Greis>Michael 0 1334 wikitext text/x-wiki *[http://jobline.cfainstitute.org/jobs/3434749/energy-research-associate Posting] from CFA Institute *Associate level job - worth applying for? == Posting == Energy Research Associate *POSTED: Jun 27 *Salary: 80,000.00 - 100,000.00 *Location: Cambridge, Massachusetts *Employer: IHS CERA (Cambridge Energy Research Associates) *Type: Full Time *Certifications: *Categories: Director of Research, Other *Preferred Education: Masters Employer Information - About IHS CERA (Cambridge Energy Research Associates) IHS Cambridge Energy Research Associates®, Inc. (IHS CERA®) is a leading advisor to international energy companies, governments, financial institutions, and technology providers. IHS CERA delivers critical knowledge and independent analysis on energy markets, geopolitics, industry trends, and strategy. Our services help decision makers anticipate the energy future and formulate timely, successful plans in the face of rapid changes and uncertainty. IHS CERA is valued for our independence, fundame....more info Job Description The primary job responsibility is to work with our institutional investor clients and help them understand the implications of our research for their investment decisions. The activities include written contribution to the production and delivery of the Investor Energy Monthly and oral delivery of our research message to the client. This job requires an in-depth knowledge of energy fundamentals and the ability to make connections across oil, gas and power sectors to provide actionable insight for clients. In addition to the research and client interaction responsibilities, this position requires a proactive individual who can work well across with global research, sales and product management staff to provide feedback on our research and help us optimize our product portfolio. Requirements Excellent writing and client interaction skills. Knowledge of IHS CERA products and research is a big advantage, as is experience in the energy industry and/or the financial industry. Location options flexible. Primary locations are Cambridge, MA and London, England. 6gq4uaxrar3ard2s0windpu1gg0rel6 1335 1334 2024-05-24T04:57:42Z Michael 1 1 revision imported 1334 wikitext text/x-wiki *[http://jobline.cfainstitute.org/jobs/3434749/energy-research-associate Posting] from CFA Institute *Associate level job - worth applying for? == Posting == Energy Research Associate *POSTED: Jun 27 *Salary: 80,000.00 - 100,000.00 *Location: Cambridge, Massachusetts *Employer: IHS CERA (Cambridge Energy Research Associates) *Type: Full Time *Certifications: *Categories: Director of Research, Other *Preferred Education: Masters Employer Information - About IHS CERA (Cambridge Energy Research Associates) IHS Cambridge Energy Research Associates®, Inc. (IHS CERA®) is a leading advisor to international energy companies, governments, financial institutions, and technology providers. IHS CERA delivers critical knowledge and independent analysis on energy markets, geopolitics, industry trends, and strategy. Our services help decision makers anticipate the energy future and formulate timely, successful plans in the face of rapid changes and uncertainty. IHS CERA is valued for our independence, fundame....more info Job Description The primary job responsibility is to work with our institutional investor clients and help them understand the implications of our research for their investment decisions. The activities include written contribution to the production and delivery of the Investor Energy Monthly and oral delivery of our research message to the client. This job requires an in-depth knowledge of energy fundamentals and the ability to make connections across oil, gas and power sectors to provide actionable insight for clients. In addition to the research and client interaction responsibilities, this position requires a proactive individual who can work well across with global research, sales and product management staff to provide feedback on our research and help us optimize our product portfolio. Requirements Excellent writing and client interaction skills. Knowledge of IHS CERA products and research is a big advantage, as is experience in the energy industry and/or the financial industry. Location options flexible. Primary locations are Cambridge, MA and London, England. 6gq4uaxrar3ard2s0windpu1gg0rel6 0 684 1336 2011-03-04T21:35:27Z Greis>Michael 0 1336 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.socialinvest.org/resources/jobs/view_job.cfm?Job_ID=303 SIF Forum] job board :*February, 2011 === Call with Natasha Scotnicki 2011-03-04 === *Contacted Natasha at Chris Davis' suggestion about this position (may be too junior) *She responded that they were well along in interviews, but she'd be happy to talk Notes from phone call My positioning: *Mid-level positions - reading my bio on RBA. I am probably beyond its requirements. :*$50 - 60,000 :*2 senior managers :*1 Director :*Report to Andrea Moffatt Job is about driving more sustainability in companies :*Some managers have an industry focus ::*Oil & Gas, Transportation ::*Electric Power Sector - work with Dan Bakal (3 people on her team) :*Some are a mish-mash Around 80 companies in the program, 1/3 Fortune 500 :*Some attrition What are they seeing with staffing sustainability? :*Mid-size - different ways. Need exec commitment of course, but not a lot of resources, so need partners in the business units ::*using external partners and networks (EICC for tech companies on standards, audits..) ::*So do you CERES do work with industry associations? Good question...not yet. *More consolidation on consultants... *I'm OK with either corporate or NGO :*Boston College Ctr for Corp. Citizenship leadership change :*BSR job site probably have the most comprehensive listing :*Environmental Defense Fund... *Things starting to shift a bit :*NGOs a bit of hiring and corporations are... :*Corp partners didn't lay off in this area, but didn't add *Ideal job? Types of job? :*Corporate sustainability - but they don't generally hire internally :*Financial/investment sustainability Will keep me in mind and pass along my info to '''Hilary Forbes''' - internal H/R person === Posting === Manager, Corporate Accountability Program Organization: Ceres Location: Boston, MA Type: Full-Time Job description: Organization Ceres is a national network of investors, environmental organizations and other public interest groups working with companies and investors to address sustainability challenges such as global climate change. Ceres also launched and directs the Investor Network on Climate Risk (INCR), a group of 90 leading institutional investors with collective assets of over $9 trillion. Ceres plays a unique role in the national environmental and sustainability movement by bringing the perspective and power of investors to environmental and sustainability issues and specifically to the performance, practices and policies of corporations. Today Ceres is a growing organization with expanding influence in the investment, environmental, corporate and policy arenas. Our program activities seek to foster greater public disclosure of environmental and social impacts by corporations, encourage engagement between companies and their stakeholders, and create opportunities for collaborative dialogue leading to positive change on key sustainability issues. To this end, we are harnessing the influence of the nation’s largest investors to move high-impact companies, the financial and insurance industries, and policymakers toward bold action on climate and sustainability. For more information about Ceres, please visit our web site (www.ceres.org). Description & Responsibilities Ceres is looking to hire a Manager, Corporate Accountability Program. This is a full-time position that will report to a Director on the Corporate Programs. Specific duties include, but are not limited to the following: • Manage relationships and projects involving the 70+ Ceres companies and 100 + coalition organizations, as well as some prospective Ceres companies. The Ceres company network includes companies from a variety of sectors such as autos, airlines, electric power, oil and gas, and other companies etc. Specific expertise in these sectors is a positive attribute. • Coordinate and facilitate external stakeholder dialogues with electric power, oil & gas, and/or transportation companies. This position will lead ongoing dialogues which include investors, environmental groups and other public interest groups to discuss corporate sustainability performance and disclosure. • Assess the performance of sustainability results and disclosures from companies and demonstrating analytical abilities and understanding of key attributes for leadership. • Sustain and enhance Ceres’ expertise in transparency and disclosure, including the Global Reporting Initiative as an accountability and engagement tool for companies and other organizations in North America. • Develop and implement new tools for engaging Ceres companies on their sustainability performance including initiatives and projects, which support the implementation of the 21st Century Corporation Roadmap for Sustainability. • Design and implement workshops, conference calls, newsletters and other multi-media communications to reach companies and stakeholder groups with timely information on Ceres’ programs and sustainability issues. This will be web-based as well as through print media. • Research, write briefings, develop presentations for the Corporate Team vice president and other Ceres executives. • Assist with planning for the Ceres annual conference program and other events. • Support other program teams (such as Industry Programs, Communications, Development) as needed to accomplish organizational objectives. • Speak at conferences and events. Qualifications • Master’s degree in business, environment, law or public policy or related field preferred. • Three years or more of direct experience working on sustainability and corporate responsibility issues in the corporate, investor and/or non-profit sectors, or a bachelor’s degree with at least 5 years relevant experience. • In-depth knowledge of environmental and sustainability issues and an understanding of corporations (including corporate reporting and business strategy tools), the socially responsible investment community, and the environmental and sustainability movements. • Experience in North American context is strongly preferred, with some exposure to international sustainability issues as relevant to multinational corporations. • Substantial expertise on environmental and/or social issues. • Strong project management skills and attention to detail is required. • Effective presentation style as well as strong speaking and written communication skills. • Sound judgment, sensitivity to diverse constituencies, excellent interpersonal skills, strong initiative and motivation • Successful record of organizing multiple projects, coordinating and facilitating multi-stakeholder dialogues, and the ability to thrive in a fast-paced environment. • Ability to work as part of a team and to deliver independent projects. • Willingness to travel as needed to accomplish duties noted above. • Proficient with word-processing, spreadsheet, presentation, database, and e-mail computer applications. Other Information *This is a full-time, exempt position based in Boston, MA. *Compensation is commensurate with experience and is competitive for an NGO position. *Ceres provides a generous benefits package including medical and dental insurance, matching 403(b) contributions, and annual leave. How to Apply We encourage all applicants to review our website to familiarize themselves with Ceres before applying: www.ceres.org. Applicants should submit a resume, a list of three references, and a letter describing their qualifications, interests, and potential contribution to our organization. Please use the words “Manager, Corporate Program” in the subject line of your e-mail message. Address all correspondence to: :Careers at Ceres :ATTN: Manager, Corporate Program :Email (preferred): careers@ceres.org :99 Chauncy Street, 6th Floor :Boston, MA 02111 kfingoube0qlevwk4ufoymxfqz6o3ua 1337 1336 2024-05-24T04:57:42Z Michael 1 1 revision imported 1336 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.socialinvest.org/resources/jobs/view_job.cfm?Job_ID=303 SIF Forum] job board :*February, 2011 === Call with Natasha Scotnicki 2011-03-04 === *Contacted Natasha at Chris Davis' suggestion about this position (may be too junior) *She responded that they were well along in interviews, but she'd be happy to talk Notes from phone call My positioning: *Mid-level positions - reading my bio on RBA. I am probably beyond its requirements. :*$50 - 60,000 :*2 senior managers :*1 Director :*Report to Andrea Moffatt Job is about driving more sustainability in companies :*Some managers have an industry focus ::*Oil & Gas, Transportation ::*Electric Power Sector - work with Dan Bakal (3 people on her team) :*Some are a mish-mash Around 80 companies in the program, 1/3 Fortune 500 :*Some attrition What are they seeing with staffing sustainability? :*Mid-size - different ways. Need exec commitment of course, but not a lot of resources, so need partners in the business units ::*using external partners and networks (EICC for tech companies on standards, audits..) ::*So do you CERES do work with industry associations? Good question...not yet. *More consolidation on consultants... *I'm OK with either corporate or NGO :*Boston College Ctr for Corp. Citizenship leadership change :*BSR job site probably have the most comprehensive listing :*Environmental Defense Fund... *Things starting to shift a bit :*NGOs a bit of hiring and corporations are... :*Corp partners didn't lay off in this area, but didn't add *Ideal job? Types of job? :*Corporate sustainability - but they don't generally hire internally :*Financial/investment sustainability Will keep me in mind and pass along my info to '''Hilary Forbes''' - internal H/R person === Posting === Manager, Corporate Accountability Program Organization: Ceres Location: Boston, MA Type: Full-Time Job description: Organization Ceres is a national network of investors, environmental organizations and other public interest groups working with companies and investors to address sustainability challenges such as global climate change. Ceres also launched and directs the Investor Network on Climate Risk (INCR), a group of 90 leading institutional investors with collective assets of over $9 trillion. Ceres plays a unique role in the national environmental and sustainability movement by bringing the perspective and power of investors to environmental and sustainability issues and specifically to the performance, practices and policies of corporations. Today Ceres is a growing organization with expanding influence in the investment, environmental, corporate and policy arenas. Our program activities seek to foster greater public disclosure of environmental and social impacts by corporations, encourage engagement between companies and their stakeholders, and create opportunities for collaborative dialogue leading to positive change on key sustainability issues. To this end, we are harnessing the influence of the nation’s largest investors to move high-impact companies, the financial and insurance industries, and policymakers toward bold action on climate and sustainability. For more information about Ceres, please visit our web site (www.ceres.org). Description & Responsibilities Ceres is looking to hire a Manager, Corporate Accountability Program. This is a full-time position that will report to a Director on the Corporate Programs. Specific duties include, but are not limited to the following: • Manage relationships and projects involving the 70+ Ceres companies and 100 + coalition organizations, as well as some prospective Ceres companies. The Ceres company network includes companies from a variety of sectors such as autos, airlines, electric power, oil and gas, and other companies etc. Specific expertise in these sectors is a positive attribute. • Coordinate and facilitate external stakeholder dialogues with electric power, oil & gas, and/or transportation companies. This position will lead ongoing dialogues which include investors, environmental groups and other public interest groups to discuss corporate sustainability performance and disclosure. • Assess the performance of sustainability results and disclosures from companies and demonstrating analytical abilities and understanding of key attributes for leadership. • Sustain and enhance Ceres’ expertise in transparency and disclosure, including the Global Reporting Initiative as an accountability and engagement tool for companies and other organizations in North America. • Develop and implement new tools for engaging Ceres companies on their sustainability performance including initiatives and projects, which support the implementation of the 21st Century Corporation Roadmap for Sustainability. • Design and implement workshops, conference calls, newsletters and other multi-media communications to reach companies and stakeholder groups with timely information on Ceres’ programs and sustainability issues. This will be web-based as well as through print media. • Research, write briefings, develop presentations for the Corporate Team vice president and other Ceres executives. • Assist with planning for the Ceres annual conference program and other events. • Support other program teams (such as Industry Programs, Communications, Development) as needed to accomplish organizational objectives. • Speak at conferences and events. Qualifications • Master’s degree in business, environment, law or public policy or related field preferred. • Three years or more of direct experience working on sustainability and corporate responsibility issues in the corporate, investor and/or non-profit sectors, or a bachelor’s degree with at least 5 years relevant experience. • In-depth knowledge of environmental and sustainability issues and an understanding of corporations (including corporate reporting and business strategy tools), the socially responsible investment community, and the environmental and sustainability movements. • Experience in North American context is strongly preferred, with some exposure to international sustainability issues as relevant to multinational corporations. • Substantial expertise on environmental and/or social issues. • Strong project management skills and attention to detail is required. • Effective presentation style as well as strong speaking and written communication skills. • Sound judgment, sensitivity to diverse constituencies, excellent interpersonal skills, strong initiative and motivation • Successful record of organizing multiple projects, coordinating and facilitating multi-stakeholder dialogues, and the ability to thrive in a fast-paced environment. • Ability to work as part of a team and to deliver independent projects. • Willingness to travel as needed to accomplish duties noted above. • Proficient with word-processing, spreadsheet, presentation, database, and e-mail computer applications. Other Information *This is a full-time, exempt position based in Boston, MA. *Compensation is commensurate with experience and is competitive for an NGO position. *Ceres provides a generous benefits package including medical and dental insurance, matching 403(b) contributions, and annual leave. How to Apply We encourage all applicants to review our website to familiarize themselves with Ceres before applying: www.ceres.org. Applicants should submit a resume, a list of three references, and a letter describing their qualifications, interests, and potential contribution to our organization. Please use the words “Manager, Corporate Program” in the subject line of your e-mail message. Address all correspondence to: :Careers at Ceres :ATTN: Manager, Corporate Program :Email (preferred): careers@ceres.org :99 Chauncy Street, 6th Floor :Boston, MA 02111 kfingoube0qlevwk4ufoymxfqz6o3ua 0 685 1338 2009-10-06T15:22:51Z Greis>Michael 0 moved [[Opportunities/CERES Director of Investor Programs Sep 2009]] to [[Career/Opportunities/CERES Director of Investor Programs Sep 2009]] 1338 wikitext text/x-wiki __NOTOC__ === Status === *Submitted electronically 9/21/09 pm *Note to Mindy 9/21/09 pm *Reached out to Dan Bakal w/o 9/14 *Bill Schnoor - === Notes === *[[Ceres]] - wiki page *[http://wwww.ceres.org Web site] Contacts: *Dan Bakal *Mindy Lubber With Contacts: *[[People/Bill Schnoor|Bill Schnoor]] - on a panel with Mindy *[[People/Damon Barglow|Damon Barglow]] - knows Mindy; got her to BSAS lunch === Cover Letter === I have been interested in CERES' work since having the opportunity to talk with Dan Bakal a year ago. Then, as now, what particularly attracted me was the organization's focus on the link between finance and sustainability. CERES' objective is to make the case for why finance and sustainability are important to each other. It strikes me that this position demands a diverse range of skills applied to those two domains: *persuasively making a credible case for sustainability to investment managers in their own terms, which demands a deep understanding of the challenges and practices of modern finance *developing and executing programs to build institutional relationships *managing and motivating a diverse and far-flung team *ability to communicate persuasively and engagingly at all levels - with decision makers, domain experts, investors and colleagues *understanding and balancing the obligations of for-profit and not-for-profit entities *achieving focused business goals within the broader context of CERES' mission to integrate sustainability into capital markets This is a combination of skills not often found in someone who has worked in a single industry. I have the broad range of experience to meet these needs for you. This is also precisely where I want to work - at the interface between finance and sustainability, the twin passions I've now invested in and built my plans around. I have successfully managed teams, developed and run programs, communicated complex material to a range of stakeholders and built strategic institutional relationships. I have done this work in a traditional corporate environment, in a matrixed corporate environment, as an individual contributor/consultant and as a leader/persuader in the community. Examples include: *Establishing multiple strategic relationships between IBM and leading research universities in the US and globally *Creating innovative programs to sell advanced computing technology for a range of research disciplines, expanding the scope of high performance computing in academia *Leading working groups of industry and academic leaders to articulate opportunities for technology-related economic development in Massachusetts *Building a five-year financial model for the public school system as one component of a successful strategy to articulate the case for increased public investment in the schools I have worked over the last several years to build expertise and credentials in both finance and sustainability by: *Earning a Masters in Finance and completing Level III of the CFA program *Pursuing continuing professional development, including work on the SRI subcommittee of the Boston Security Analysts Society. *Working with individual clients on investment strategies *Co-founding and directing a not-for-profit community collaborative that has been successful in promoting a range of positive-ROI sustainability investments by individuals, businesses and the municipality. *Advocating for federal and state climate change legislation *Helping to implement state legislation locally Communicating a value proposition across domains has been at the heart of what I've done in my career. You are seeking a manager who can articulate the connection between finance and sustainability and will foster a creative and entrepreneurial collaboration with his/her team and with the rest of CERES - just the kind of team approach I want to be a part of. I welcome the opportunity to talk with you about the position and my qualifications in greater detail. Thank you for your consideration. === Posting === *[http://jobline.cfainstitute.org/jobdetail.cfm?job=3191017&MemID=441432&MemKey=pvvfbu45x2danxnlcb1rkc55 CFA Institute] <u>Job Description</u> Ceres is seeking a Director of Investor Programs to lead Ceres’ work with institutional investors and asset managers on climate change and other sustainability issues. The Investor Programs is a priority program of our organization. This position will provide direction and oversight to the current program staff and focus on building the Investor Network on Climate Risk (INCR). INCR is a project of Ceres with more than 80 institutional investors with over $7 trillion in assets. The Director of Investor Programs will lead and supervise the efforts of a seven-person team of varied experience including two individuals who work remotely from home offices in other states. The Director will serve as a member of Ceres’ senior management team. S/he will collaborate with all Ceres staff to build INCR and assure the effectiveness of all Investor Programs activities. Specifically, the Director of Investor Programs will: *Lead the efforts to strengthen and grow the Investor Network on Climate Risk (INCR) *Develop the strategy of the Investor Programs to support the overall direction of Ceres including integration with corporate and industry programs *Oversee the coordination of various INCR working groups *Develop and oversee the recruitment plan to bring new institutional investors and asset managers into INCR *Direct the integration of sustainability issues and education into the Investor Programs core work with institutional investors and asset managers *Oversee the Investor Programs policy work with the Securities & Exchange Commission *Direct the expansion of Ceres sustainability work within the asset manager community *Provide strategic direction to Ceres work with asset owners (e.g. pension funds) on influencing corporations on sustainability issues *Direct the planning of special events for INCR members, including investor summits *Partner with Ceres Development team to raise funds for INCR projects and programs *Serve as resource to Ceres staff about Investor and asset manager issues related to sustainability *Serve as liaison and spokesperson for INCR nationally and internationally at conferences and other events, including communication with media outlets *Serve as member of internal senior management team to direct overall work of Ceres, including attending weekly meeting *Supervise Investor Programs staff, including conducting annual performance assessments, leading annual team and individual goals process, conducting quarterly check-in meetings and more frequent team management meetings as necessary <u>Requirements</u> *Graduate degree, required. M.B.A. preferred. *At minimum, 7 years experience in the investment field, preferred. *C.F.A. credentials, preferred. *Experience in or with the not-for-profit sector, preferred. *Demonstrated track record in building relationships and growing a program. *Experience and/or knowledge of environmental/ sustainability issues preferred. *Experience with bridging the environmental/sustainability field and the business/investment field. *Strong management experience required, with the ability and interest to work closely with staff members to set and achieve individual and team goals. *Extensive program management expertise required. *Broad understanding of institutional investors’ priorities and how to speak to the investment community to support and promote sustainability. *Superior communication skills, both oral and written; ability to work effectively with people at all levels of the organization, and with external constituents; often seasoned professionals in the business world. *Strong initiative and motivation, with the ability to excel in a demanding fast-paced environment. *Appreciation for entrepreneurship and ability to think creatively to address concerns of the investment community. *Ability to travel for meetings and speaking engagements. *Proficiency with word processing, spreadsheet, database, email, Internet and presentation software applications, a plus. <u>How to Apply</u> We encourage all applicants to review our website to familiarize themselves with Ceres before applying http://www.ceres.org. In addition to a resume and three references, interested applicants should mail a letter to the search committee describing their qualifications, interests, and potential contribution. Address all correspondence to: Careers at Ceres 99 Chauncy Street, 6th Floor Boston, MA 02111 Fax: 617-267-5400 Email: careers@ceres.org 41kkary7le54df6je083m0wlpb5fo74 1339 1338 2024-05-24T04:57:42Z Michael 1 1 revision imported 1338 wikitext text/x-wiki __NOTOC__ === Status === *Submitted electronically 9/21/09 pm *Note to Mindy 9/21/09 pm *Reached out to Dan Bakal w/o 9/14 *Bill Schnoor - === Notes === *[[Ceres]] - wiki page *[http://wwww.ceres.org Web site] Contacts: *Dan Bakal *Mindy Lubber With Contacts: *[[People/Bill Schnoor|Bill Schnoor]] - on a panel with Mindy *[[People/Damon Barglow|Damon Barglow]] - knows Mindy; got her to BSAS lunch === Cover Letter === I have been interested in CERES' work since having the opportunity to talk with Dan Bakal a year ago. Then, as now, what particularly attracted me was the organization's focus on the link between finance and sustainability. CERES' objective is to make the case for why finance and sustainability are important to each other. It strikes me that this position demands a diverse range of skills applied to those two domains: *persuasively making a credible case for sustainability to investment managers in their own terms, which demands a deep understanding of the challenges and practices of modern finance *developing and executing programs to build institutional relationships *managing and motivating a diverse and far-flung team *ability to communicate persuasively and engagingly at all levels - with decision makers, domain experts, investors and colleagues *understanding and balancing the obligations of for-profit and not-for-profit entities *achieving focused business goals within the broader context of CERES' mission to integrate sustainability into capital markets This is a combination of skills not often found in someone who has worked in a single industry. I have the broad range of experience to meet these needs for you. This is also precisely where I want to work - at the interface between finance and sustainability, the twin passions I've now invested in and built my plans around. I have successfully managed teams, developed and run programs, communicated complex material to a range of stakeholders and built strategic institutional relationships. I have done this work in a traditional corporate environment, in a matrixed corporate environment, as an individual contributor/consultant and as a leader/persuader in the community. Examples include: *Establishing multiple strategic relationships between IBM and leading research universities in the US and globally *Creating innovative programs to sell advanced computing technology for a range of research disciplines, expanding the scope of high performance computing in academia *Leading working groups of industry and academic leaders to articulate opportunities for technology-related economic development in Massachusetts *Building a five-year financial model for the public school system as one component of a successful strategy to articulate the case for increased public investment in the schools I have worked over the last several years to build expertise and credentials in both finance and sustainability by: *Earning a Masters in Finance and completing Level III of the CFA program *Pursuing continuing professional development, including work on the SRI subcommittee of the Boston Security Analysts Society. *Working with individual clients on investment strategies *Co-founding and directing a not-for-profit community collaborative that has been successful in promoting a range of positive-ROI sustainability investments by individuals, businesses and the municipality. *Advocating for federal and state climate change legislation *Helping to implement state legislation locally Communicating a value proposition across domains has been at the heart of what I've done in my career. You are seeking a manager who can articulate the connection between finance and sustainability and will foster a creative and entrepreneurial collaboration with his/her team and with the rest of CERES - just the kind of team approach I want to be a part of. I welcome the opportunity to talk with you about the position and my qualifications in greater detail. Thank you for your consideration. === Posting === *[http://jobline.cfainstitute.org/jobdetail.cfm?job=3191017&MemID=441432&MemKey=pvvfbu45x2danxnlcb1rkc55 CFA Institute] <u>Job Description</u> Ceres is seeking a Director of Investor Programs to lead Ceres’ work with institutional investors and asset managers on climate change and other sustainability issues. The Investor Programs is a priority program of our organization. This position will provide direction and oversight to the current program staff and focus on building the Investor Network on Climate Risk (INCR). INCR is a project of Ceres with more than 80 institutional investors with over $7 trillion in assets. The Director of Investor Programs will lead and supervise the efforts of a seven-person team of varied experience including two individuals who work remotely from home offices in other states. The Director will serve as a member of Ceres’ senior management team. S/he will collaborate with all Ceres staff to build INCR and assure the effectiveness of all Investor Programs activities. Specifically, the Director of Investor Programs will: *Lead the efforts to strengthen and grow the Investor Network on Climate Risk (INCR) *Develop the strategy of the Investor Programs to support the overall direction of Ceres including integration with corporate and industry programs *Oversee the coordination of various INCR working groups *Develop and oversee the recruitment plan to bring new institutional investors and asset managers into INCR *Direct the integration of sustainability issues and education into the Investor Programs core work with institutional investors and asset managers *Oversee the Investor Programs policy work with the Securities & Exchange Commission *Direct the expansion of Ceres sustainability work within the asset manager community *Provide strategic direction to Ceres work with asset owners (e.g. pension funds) on influencing corporations on sustainability issues *Direct the planning of special events for INCR members, including investor summits *Partner with Ceres Development team to raise funds for INCR projects and programs *Serve as resource to Ceres staff about Investor and asset manager issues related to sustainability *Serve as liaison and spokesperson for INCR nationally and internationally at conferences and other events, including communication with media outlets *Serve as member of internal senior management team to direct overall work of Ceres, including attending weekly meeting *Supervise Investor Programs staff, including conducting annual performance assessments, leading annual team and individual goals process, conducting quarterly check-in meetings and more frequent team management meetings as necessary <u>Requirements</u> *Graduate degree, required. M.B.A. preferred. *At minimum, 7 years experience in the investment field, preferred. *C.F.A. credentials, preferred. *Experience in or with the not-for-profit sector, preferred. *Demonstrated track record in building relationships and growing a program. *Experience and/or knowledge of environmental/ sustainability issues preferred. *Experience with bridging the environmental/sustainability field and the business/investment field. *Strong management experience required, with the ability and interest to work closely with staff members to set and achieve individual and team goals. *Extensive program management expertise required. *Broad understanding of institutional investors’ priorities and how to speak to the investment community to support and promote sustainability. *Superior communication skills, both oral and written; ability to work effectively with people at all levels of the organization, and with external constituents; often seasoned professionals in the business world. *Strong initiative and motivation, with the ability to excel in a demanding fast-paced environment. *Appreciation for entrepreneurship and ability to think creatively to address concerns of the investment community. *Ability to travel for meetings and speaking engagements. *Proficiency with word processing, spreadsheet, database, email, Internet and presentation software applications, a plus. <u>How to Apply</u> We encourage all applicants to review our website to familiarize themselves with Ceres before applying http://www.ceres.org. In addition to a resume and three references, interested applicants should mail a letter to the search committee describing their qualifications, interests, and potential contribution. Address all correspondence to: Careers at Ceres 99 Chauncy Street, 6th Floor Boston, MA 02111 Fax: 617-267-5400 Email: careers@ceres.org 41kkary7le54df6je083m0wlpb5fo74 0 686 1340 2013-06-27T22:26:40Z Greis>Michael 0 Created page with "__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/CERES FS Corporate Program Manager/Notes|Notes]] *Posting :*[https://www.ceres.or..." 1340 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/CERES FS Corporate Program Manager/Notes|Notes]] *Posting :*[https://www.ceres.org/about-us/job-opportunities/manager-corporate-program-1 CERES web site] :*February, 2011 === Posting === ---- b4voj83vf3a7ugnqkeb8q4ua4buhem4 1341 1340 2024-05-24T04:57:42Z Michael 1 1 revision imported 1340 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/CERES FS Corporate Program Manager/Notes|Notes]] *Posting :*[https://www.ceres.org/about-us/job-opportunities/manager-corporate-program-1 CERES web site] :*February, 2011 === Posting === ---- b4voj83vf3a7ugnqkeb8q4ua4buhem4 0 687 1342 2013-07-06T21:49:36Z Greis>Michael 0 1342 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' Interested applicants should submit a CV/resume, cover letter, and salary requirements to resumes@cfainstitute.org. *[[Career/Opportunities/CFA Institute Head University Relations/Notes|Notes]] *Posting :*[http://www.cfainstitute.org/about/careers/Pages/index.aspx?JobID=327 CFA Institute web site] :*June, 2013 === Posting === Head, University Relations Education Division '''Job Summary''' The Head, University Relations will support a global team and be accountable for increasing awareness of the CFA Program, CIPM Program, the Claritas Investment Certificate, and CFA Institute in the university community; increasing the number of student and faculty candidate registrations through outreach and prospect development; and leveraging the CFA Institute university network to support other organizational objectives (e.g., curriculum development, exam development, professional education, advocacy, investor education, society outreach). In addition to overseeing implementation of the global strategy, the Head, University Relations will also have dual responsibility for managing university relationships in either the Americas, EMEA, or AP (depending on the successful candidate’s locale) and representing CFA Institute as a spokesperson and serving as a contact with external business partners, especially in the university community in the local region. The position may be located in Charlottesville, VA, New York, NY, London, or Hong Kong and will be supported by the Managing Directors and Co-Leads for the Education division. '''Essential Functions''' Lead a global team to develop, refine, and implement the University Relations strategic plan in the context of CFA Institute global strategy: :*Oversee the development and implementation of CFA Institute University affiliation programs (i.e., CFA Program Partners, University Recognition Programs) :*Oversee the CFA Institute Research Challenge and evaluate the feasibility of other student competitions :*Support CFA Institute Research Challenge by providing subject matter expertise, supporting speaker and volunteer recruitment, representing CFA Institute at key Research Challenge events, and supporting program innovation :*Develop global University Relations budget and monitor budget use :*Partner with Program Management area and other internal stakeholders (e.g., Society Services, Marketing and Communications) to develop and deliver a University awareness strategy for CFA, CIPM, and Claritas :*Oversee the management of executive education relationships :*Collaborate with regional Education Heads on global University Relations initiatives :*Develop, motivate, and supervise University Relations team :*Monitor and track University Relations strategic plan milestones :*Ensure the maintenance and distribution the University Relations dashboard :*Collaborate with other internal stakeholders (e.g., Society Relations, Live Events, Education Special Products, Corporate Sales) :*Plan, promote, and participate in the CFA Program Partner conference :*Lead bi-weekly University Relations Leadership Team meetings to coordinate with regional heads and functional directors Develop and manage relationships with universities in either the Americas, EMEA, or AP regions within the context of the Global Operating Model: :*Collaborate with Director, University Relations Outreach to evaluate and vet individual universities interested in CFA Institute University affiliation programs (i.e., CFA Program Partners, University Recognition Program) :*Collaborate with the Latin America Relations Manager to manage university relationships in Latin America :*Leverage the CFA Institute University network to further CFA Institute’s other strategic objectives (e.g., content development, research, awareness building, etc.) Support the development and implementation of CFA Institute global strategy in the local region: :*Reflect local intelligence from the university community :*Contribute to the development of a regional implementation plan and milestones Represent CFA Institute in the university community, serving as an outward face :*Deliver CFA program presentations to student and faculty :*Raise awareness of CFA Institute programs and resources through student/academic conferences :*Oversee the University Ambassador Program, which leverages travel of other CFA Institute staff who are well-position to represent CFA Institute to university constituents Education Division Leadership :*Participate in periodic tete-a-tete :*Ensure and facilitate communication :*Participate in setting strategic direction for division (and organization) :*Support initiatives of other divisions as needed '''Qualifications''' Education/Experience :*CFA charter required :*Advanced degree (e.g., doctoral degree preferred) or an equivalent combination education and experience in an investment-related discipline strongly preferred :*7 years experience in investment management, investment consulting, or university teaching experience :*Experience in the educational marketplace strongly preferred, in an academic or similar role :*Experience and relationship management experience highly desirable :*An in-depth knowledge of the CFA Institute CBOK and curriculum is required :*A strong grasp of degree structures and finance curricula at colleges and universities is desired along with excellent organizational and planning skills :*An understanding of the practice of investment management and working knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct, and other codes as they are developed :*Significant business experience in a multinational environment preferred :*Fluency in English required, knowledge of additional languages would be useful :*Must demonstrate outstanding stewardship and relationship building/management skills to expand the mission of CFA Institute :*Knowledge and experience of financial markets and issues :*Global cultural orientation and working experience :*Excellent interpersonal skills including a professional and diplomatic demeanor :*Excellent communication skills including written, verbal, listening, and presentation :*Excellent consulting, problem solving, and analytical skills :*Must demonstrate good judgment and mature business skills :*Very high level of organizational and time management skills Physical Requirements :*Energy to put in the hours of concentrated work necessary to achieve goals while maintaining a positive attitude :*Ability to handle confidential and sensitive information with a high degree of professionalism Travel Requirements :*Some global travel required, approximately 30% of time ---- a3ckfazjhyht9fo25h5icattg0cgab9 1343 1342 2024-05-24T04:57:42Z Michael 1 1 revision imported 1342 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' Interested applicants should submit a CV/resume, cover letter, and salary requirements to resumes@cfainstitute.org. *[[Career/Opportunities/CFA Institute Head University Relations/Notes|Notes]] *Posting :*[http://www.cfainstitute.org/about/careers/Pages/index.aspx?JobID=327 CFA Institute web site] :*June, 2013 === Posting === Head, University Relations Education Division '''Job Summary''' The Head, University Relations will support a global team and be accountable for increasing awareness of the CFA Program, CIPM Program, the Claritas Investment Certificate, and CFA Institute in the university community; increasing the number of student and faculty candidate registrations through outreach and prospect development; and leveraging the CFA Institute university network to support other organizational objectives (e.g., curriculum development, exam development, professional education, advocacy, investor education, society outreach). In addition to overseeing implementation of the global strategy, the Head, University Relations will also have dual responsibility for managing university relationships in either the Americas, EMEA, or AP (depending on the successful candidate’s locale) and representing CFA Institute as a spokesperson and serving as a contact with external business partners, especially in the university community in the local region. The position may be located in Charlottesville, VA, New York, NY, London, or Hong Kong and will be supported by the Managing Directors and Co-Leads for the Education division. '''Essential Functions''' Lead a global team to develop, refine, and implement the University Relations strategic plan in the context of CFA Institute global strategy: :*Oversee the development and implementation of CFA Institute University affiliation programs (i.e., CFA Program Partners, University Recognition Programs) :*Oversee the CFA Institute Research Challenge and evaluate the feasibility of other student competitions :*Support CFA Institute Research Challenge by providing subject matter expertise, supporting speaker and volunteer recruitment, representing CFA Institute at key Research Challenge events, and supporting program innovation :*Develop global University Relations budget and monitor budget use :*Partner with Program Management area and other internal stakeholders (e.g., Society Services, Marketing and Communications) to develop and deliver a University awareness strategy for CFA, CIPM, and Claritas :*Oversee the management of executive education relationships :*Collaborate with regional Education Heads on global University Relations initiatives :*Develop, motivate, and supervise University Relations team :*Monitor and track University Relations strategic plan milestones :*Ensure the maintenance and distribution the University Relations dashboard :*Collaborate with other internal stakeholders (e.g., Society Relations, Live Events, Education Special Products, Corporate Sales) :*Plan, promote, and participate in the CFA Program Partner conference :*Lead bi-weekly University Relations Leadership Team meetings to coordinate with regional heads and functional directors Develop and manage relationships with universities in either the Americas, EMEA, or AP regions within the context of the Global Operating Model: :*Collaborate with Director, University Relations Outreach to evaluate and vet individual universities interested in CFA Institute University affiliation programs (i.e., CFA Program Partners, University Recognition Program) :*Collaborate with the Latin America Relations Manager to manage university relationships in Latin America :*Leverage the CFA Institute University network to further CFA Institute’s other strategic objectives (e.g., content development, research, awareness building, etc.) Support the development and implementation of CFA Institute global strategy in the local region: :*Reflect local intelligence from the university community :*Contribute to the development of a regional implementation plan and milestones Represent CFA Institute in the university community, serving as an outward face :*Deliver CFA program presentations to student and faculty :*Raise awareness of CFA Institute programs and resources through student/academic conferences :*Oversee the University Ambassador Program, which leverages travel of other CFA Institute staff who are well-position to represent CFA Institute to university constituents Education Division Leadership :*Participate in periodic tete-a-tete :*Ensure and facilitate communication :*Participate in setting strategic direction for division (and organization) :*Support initiatives of other divisions as needed '''Qualifications''' Education/Experience :*CFA charter required :*Advanced degree (e.g., doctoral degree preferred) or an equivalent combination education and experience in an investment-related discipline strongly preferred :*7 years experience in investment management, investment consulting, or university teaching experience :*Experience in the educational marketplace strongly preferred, in an academic or similar role :*Experience and relationship management experience highly desirable :*An in-depth knowledge of the CFA Institute CBOK and curriculum is required :*A strong grasp of degree structures and finance curricula at colleges and universities is desired along with excellent organizational and planning skills :*An understanding of the practice of investment management and working knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct, and other codes as they are developed :*Significant business experience in a multinational environment preferred :*Fluency in English required, knowledge of additional languages would be useful :*Must demonstrate outstanding stewardship and relationship building/management skills to expand the mission of CFA Institute :*Knowledge and experience of financial markets and issues :*Global cultural orientation and working experience :*Excellent interpersonal skills including a professional and diplomatic demeanor :*Excellent communication skills including written, verbal, listening, and presentation :*Excellent consulting, problem solving, and analytical skills :*Must demonstrate good judgment and mature business skills :*Very high level of organizational and time management skills Physical Requirements :*Energy to put in the hours of concentrated work necessary to achieve goals while maintaining a positive attitude :*Ability to handle confidential and sensitive information with a high degree of professionalism Travel Requirements :*Some global travel required, approximately 30% of time ---- a3ckfazjhyht9fo25h5icattg0cgab9 0 688 1344 2013-06-24T15:44:55Z Greis>Michael 0 Created page with "== 2013-06-13 == Conversation with Stephanie Field :*Previous person not very effective Conversation with Dan Fasciano at Volunteer event :*Submit online and send him the m..." 1344 wikitext text/x-wiki == 2013-06-13 == Conversation with Stephanie Field :*Previous person not very effective Conversation with Dan Fasciano at Volunteer event :*Submit online and send him the material :*He will reach out to the hiring managers :*Location has been a sticking point for CFA Institute - insist on Charlottesville, NY or London ---- ns90r19ib4izxokayt6abv5r60xd5j9 1345 1344 2024-05-24T04:57:43Z Michael 1 1 revision imported 1344 wikitext text/x-wiki == 2013-06-13 == Conversation with Stephanie Field :*Previous person not very effective Conversation with Dan Fasciano at Volunteer event :*Submit online and send him the material :*He will reach out to the hiring managers :*Location has been a sticking point for CFA Institute - insist on Charlottesville, NY or London ---- ns90r19ib4izxokayt6abv5r60xd5j9 0 689 1346 2012-02-08T22:38:30Z Greis>Michael 0 1346 wikitext text/x-wiki __NOTOC__ *Applied - through Deirdre Nectow {{color||2012-01-25}} :*Resume - ''' ''' :*'''[[:Image:Mjg Cambridge Associates Client Services Assistant Director.pdf|Cover Letter]]''' - also in Documents at \career\opportunities *[[Career/Opportunities/Cambridge Associates Client Service Assistant Director/Notes|Notes]] :*Talked with Barry Nectow 1/11 - will help through Deirdre :*Talked with Deirdre 1/23 - she will forward information directly; no need to apply on web site :*Interviewed 2/2 with Katie Sharkey, Julie? Davenport, Missy Druley :*Talked with Leslie 2/4 *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4630891&SEO=1&MemID=441432&MemKey=qtzo4255y0qt3b552r4mcwbt CFA Institute Jobline] :*January, 2012 === Posting === '''Job Description''' The Associate Director role within Client Service takes leadership on client relationships with the goal of managing a change in service level or delivery. Leadership is defined as setting a strategic client direction and managing a process in concert with the assigned consultant and/or consulting management. This will include cases of taking active leadership within the client relationship on an interim basis when a consulting team change is required. The position requires highly effective communication and polished presentation skills, strong business acumen, and a deep understanding of institutional investing concepts and practices. The individual must be comfortable handling sensitive situations in which existing players may have a strong personal stake. He or she must possess ability to depersonalize situations and focus on the critical facts of the situation. In many cases, the Associate Director must negotiate terms and solutions acceptible both to the firm and the client and must be competent in conflict resolution. The Associate Director is also expected to take leadership on strategic client programs. This includes development and refinement of outreach efforts by client segment and status. The role includes partnering with associate members of the Client Service team on execution, measurement, and analysis of these programs. Job Responsibilities *Develop, communicate, and execute process paths to lead clients to a service and fee arrangement that is mutually agreeable to both the client and the firm. Individual must exercise strong judgment sequencing communication with client contacts based on political sensitivities *Demonstrate excellent verbal communication and facilitation skills. This includes asking appropriate questions, delivering strong presentations, and engaging in effective dialogues in both one-on-one and group settings *Ability to build confidence with consultants and senior management in the ability to constructively intervene in client relationships. Competencies include: :*Demonstrating understanding of investment issues and institutional investment practices :*Asking appropriate questions :*Explaining and rationalizing firm-level policies and practices *Negotiate service and fee terms and mediate between internal CA groups on appropriate pricing *Lead internal teams on strategic projects typically relating to client programmatic efforts and multi-client campaigns *Provide training, development, and mentorship opportunities for more junior members of the Client Service team *Exercise effective judgement in prioritizing multiple client efforts *Handle client situations that require conflict resolution typically on matters relating to services, staffing, and fees '''Job Requirements''' *Five to ten years experience working in a related field, such as client relations, marketing, or business development *Knowledge of investment management industry, strong quantitative and conceptual analytical skills, and proficiency in verbal and written communication *Proven relationship management skills as well as strong academic credentials, and demonstrated writing skills *Demonstrated client/account leadership skills including expertise individually managing client relationships in both development and retention efforts *Experience in negotiating client service structures and fees. Ability to handle sensitive client accounts *Strong interpersonal and organizational skills which includes the ability to be a team player and partner effectively with others *An MBA and/or CFA and/or extensive investment industry experience required *Internal candidates must have a minimum of 24 months experience with the firm *Ability to take initiative and be a proactive self-starter ---- 4voh8pd6o9e3vh73dp02vozh3smop9p 1347 1346 2024-05-24T04:57:43Z Michael 1 1 revision imported 1346 wikitext text/x-wiki __NOTOC__ *Applied - through Deirdre Nectow {{color||2012-01-25}} :*Resume - ''' ''' :*'''[[:Image:Mjg Cambridge Associates Client Services Assistant Director.pdf|Cover Letter]]''' - also in Documents at \career\opportunities *[[Career/Opportunities/Cambridge Associates Client Service Assistant Director/Notes|Notes]] :*Talked with Barry Nectow 1/11 - will help through Deirdre :*Talked with Deirdre 1/23 - she will forward information directly; no need to apply on web site :*Interviewed 2/2 with Katie Sharkey, Julie? Davenport, Missy Druley :*Talked with Leslie 2/4 *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4630891&SEO=1&MemID=441432&MemKey=qtzo4255y0qt3b552r4mcwbt CFA Institute Jobline] :*January, 2012 === Posting === '''Job Description''' The Associate Director role within Client Service takes leadership on client relationships with the goal of managing a change in service level or delivery. Leadership is defined as setting a strategic client direction and managing a process in concert with the assigned consultant and/or consulting management. This will include cases of taking active leadership within the client relationship on an interim basis when a consulting team change is required. The position requires highly effective communication and polished presentation skills, strong business acumen, and a deep understanding of institutional investing concepts and practices. The individual must be comfortable handling sensitive situations in which existing players may have a strong personal stake. He or she must possess ability to depersonalize situations and focus on the critical facts of the situation. In many cases, the Associate Director must negotiate terms and solutions acceptible both to the firm and the client and must be competent in conflict resolution. The Associate Director is also expected to take leadership on strategic client programs. This includes development and refinement of outreach efforts by client segment and status. The role includes partnering with associate members of the Client Service team on execution, measurement, and analysis of these programs. Job Responsibilities *Develop, communicate, and execute process paths to lead clients to a service and fee arrangement that is mutually agreeable to both the client and the firm. Individual must exercise strong judgment sequencing communication with client contacts based on political sensitivities *Demonstrate excellent verbal communication and facilitation skills. This includes asking appropriate questions, delivering strong presentations, and engaging in effective dialogues in both one-on-one and group settings *Ability to build confidence with consultants and senior management in the ability to constructively intervene in client relationships. Competencies include: :*Demonstrating understanding of investment issues and institutional investment practices :*Asking appropriate questions :*Explaining and rationalizing firm-level policies and practices *Negotiate service and fee terms and mediate between internal CA groups on appropriate pricing *Lead internal teams on strategic projects typically relating to client programmatic efforts and multi-client campaigns *Provide training, development, and mentorship opportunities for more junior members of the Client Service team *Exercise effective judgement in prioritizing multiple client efforts *Handle client situations that require conflict resolution typically on matters relating to services, staffing, and fees '''Job Requirements''' *Five to ten years experience working in a related field, such as client relations, marketing, or business development *Knowledge of investment management industry, strong quantitative and conceptual analytical skills, and proficiency in verbal and written communication *Proven relationship management skills as well as strong academic credentials, and demonstrated writing skills *Demonstrated client/account leadership skills including expertise individually managing client relationships in both development and retention efforts *Experience in negotiating client service structures and fees. Ability to handle sensitive client accounts *Strong interpersonal and organizational skills which includes the ability to be a team player and partner effectively with others *An MBA and/or CFA and/or extensive investment industry experience required *Internal candidates must have a minimum of 24 months experience with the firm *Ability to take initiative and be a proactive self-starter ---- 4voh8pd6o9e3vh73dp02vozh3smop9p 0 690 1348 2012-02-01T21:01:35Z Greis>Michael 0 1348 wikitext text/x-wiki === BSAS Connections === *31 BSAS members listed as working at Cambridge *Ben Buttrick (Client Service) and Sandy Urie (CEO) === Screening Interview === *Set up for 2/2, 10:00am *Meeting with Consulting Recruiting Team: :*Katie Sharkey :*Jessica Crawford, Assistant Manager of Consultant Recruiting :*Missy Druley, Manager of Consultant Recruiting From Deirdre, in response to question about this interview: :*Those folks are all in recruiting so they are simply doing a screening interview before sending you onto CRM. :*I do not know their process but they are all nice and your goal is to seem a good fit culturally (nice, honest, not too pushy) and not too senior to do the work (there was one comment about you potentially being too experienced, but I would not worry about that). :*What you really want is to get in front of Ben Buttrick and Lindsey Martinez. I sent your resume to them and cc’d recruiting and I know Lindsey read it because she commented on the sustainability interest. She oversees and internal sustainability task force. === Deidre Nectow 2012-01-23 === Provided her my background. Key requirements, which she believes I meet: :*Relationship Management - IBM experience :*Finance - CFA According to Deirdre, Client Service does a good job, but doesn't demonstrate much vision, engagement with growing business. '''Ben Buttrick''' - Director? Client Service (CFA, BSAS Member) :*bbuttrick@cambridgeassociates.com, 617 457-1138 :*Good person - Deirdre recruited him to firm :*"Like a one-armed paper hanger" '''Elizabeth Martinez''' - Global Client Service and Relations, Managing Director :*Ben reports to her :*Excellent person :*Recruited Deirdre to Cambridge? Staff: :*Jen Dunning :*Andy Polonier (sp?) Critical importance of retaining as well as growing accounts :*Client Service could do more to grow, cross-sell Account structures :*'''Evergreen Accounts''' - Ongoing suite of services, auto-renew ::*Largely renew without problems :*'''Defined Services''' - Services under a 1 year contract, renewals :*These have to be followed and managed *Consultants don't like to talk about fees, other services *They do have a review structure for accounts - understanding status, anticipating problems :*Client review process, risk analysis process *NB:Fee and account structure similar to MCI, as are some issues. ---- fu3go2iir1t7wvpnrcdztvjghj6ftq6 1349 1348 2024-05-24T04:57:43Z Michael 1 1 revision imported 1348 wikitext text/x-wiki === BSAS Connections === *31 BSAS members listed as working at Cambridge *Ben Buttrick (Client Service) and Sandy Urie (CEO) === Screening Interview === *Set up for 2/2, 10:00am *Meeting with Consulting Recruiting Team: :*Katie Sharkey :*Jessica Crawford, Assistant Manager of Consultant Recruiting :*Missy Druley, Manager of Consultant Recruiting From Deirdre, in response to question about this interview: :*Those folks are all in recruiting so they are simply doing a screening interview before sending you onto CRM. :*I do not know their process but they are all nice and your goal is to seem a good fit culturally (nice, honest, not too pushy) and not too senior to do the work (there was one comment about you potentially being too experienced, but I would not worry about that). :*What you really want is to get in front of Ben Buttrick and Lindsey Martinez. I sent your resume to them and cc’d recruiting and I know Lindsey read it because she commented on the sustainability interest. She oversees and internal sustainability task force. === Deidre Nectow 2012-01-23 === Provided her my background. Key requirements, which she believes I meet: :*Relationship Management - IBM experience :*Finance - CFA According to Deirdre, Client Service does a good job, but doesn't demonstrate much vision, engagement with growing business. '''Ben Buttrick''' - Director? Client Service (CFA, BSAS Member) :*bbuttrick@cambridgeassociates.com, 617 457-1138 :*Good person - Deirdre recruited him to firm :*"Like a one-armed paper hanger" '''Elizabeth Martinez''' - Global Client Service and Relations, Managing Director :*Ben reports to her :*Excellent person :*Recruited Deirdre to Cambridge? Staff: :*Jen Dunning :*Andy Polonier (sp?) Critical importance of retaining as well as growing accounts :*Client Service could do more to grow, cross-sell Account structures :*'''Evergreen Accounts''' - Ongoing suite of services, auto-renew ::*Largely renew without problems :*'''Defined Services''' - Services under a 1 year contract, renewals :*These have to be followed and managed *Consultants don't like to talk about fees, other services *They do have a review structure for accounts - understanding status, anticipating problems :*Client review process, risk analysis process *NB:Fee and account structure similar to MCI, as are some issues. ---- fu3go2iir1t7wvpnrcdztvjghj6ftq6 0 691 1350 2011-12-15T16:30:55Z Greis>Michael 0 Created page with '__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[http://www.capaccio.com/Career/Opportunit…' 1350 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[http://www.capaccio.com/Career/Opportunities.htm Company web site] :*Originally found on monster.com :*December, 2011 === Posting === ---- 033gu67dyyvoc5fl5smbsas948hhufd 1351 1350 2024-05-24T04:57:43Z Michael 1 1 revision imported 1350 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[http://www.capaccio.com/Career/Opportunities.htm Company web site] :*Originally found on monster.com :*December, 2011 === Posting === ---- 033gu67dyyvoc5fl5smbsas948hhufd 0 692 1352 2017-12-20T19:43:31Z Greis>Michael 0 1352 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for values --> *Status: [[project status::closed]] [[opportunity status::DNG]] [[activity date::2017-12-13]] :*Overqualified :*"We were really delighted to get your interest but at this time have decided to go with another candidate. In many ways you were perhaps a bit over-qualified and overall I really appreciated getting to know you better, both through this process and through the CFA Boston event, and really value the partnership we have created and hope it can continue." *Applied - ~2017-11-01 :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*Ceres (and others :*Posted [[event date::2017-09-13]] === Posting === '''Senior Manager, Investor Engagement, Water Program''' <u>Organization</u> Ceres is a sustainability nonprofit organization leading the most influential investors and companies to build leadership and drive solutions throughout the economy. Through our powerful networks and advocacy, we tackle the world’s biggest sustainability challenges, including climate change, water scarcity and pollution, and human rights abuses. <u>Description & Responsibilities</u> The Senior Manager will report to the Director of the Investor Water Initiative and play a key role in engaging with Ceres’ Investor Water Hub, a working group of over 90 institutional investors around the globe with over $19 trillion collective assets under management. Members include state treasurers, pension funds, foundations, large asset managers, socially responsible asset managers, and religious institutional investors, among others. This position will work closely on a tight team focused on encouraging investors to be more water aware and to more actively integrate the consideration of water into investment and portfolio management processes. By building greater investor capacity on water Ceres seeks to advance investor engagement with their portfolio companies on water risks, with the objective of ultimately mitigating impacts to freshwater resources. This position will play a key role in executing projects and research deemed a priority and requires financial markets expertise coupled with a strong interest in sustainability and water issues. Primary responsibilities may include, but are not limited to: *Oversee and implement major projects related to water integration and the Investor Water Hub including, portfolio water footprinting, and building the business case for water integration by institutional investors and a number of other topic areas. These projects require both financial modeling and market experience along with some understanding of sustainability and water issues. *Engage daily with institutional investors in the Investor Water Hub network as well as recruit new institutional investor members *Participate in team strategic planning and implementation related to Ceres investor water integration, water shareholder engagement and water infrastructure work *Represent Ceres with external partnerships and at strategic convenings/events regarding water and ESG disclosure *Develop the business case to mainstream ESG and water integration into the marketplace. Includes but is not limited to designing evolving methods and catalyzing better water data and analytics working across a broad spectrum of stakeholders from consultants, sell-side, ESG data providers and NGO partners. *Coordinate and partner with the Ceres Water Program across all of its initiatives including agriculture, sustainable infrastructure and California water policy *Work with other Ceres teams and in particular the Capital Markets Systems, Company Network and Food teams *Develop media presence via contribution to social media, blogging and working with journalists and publications *Partner with Ceres Development Team to develop fundraising proposals. *Supervise consultants, staff and interns, including hiring, training, conducting reviews and supporting professional development <u>Qualifications</u> *Minimum of seven years of work experience *Bachelor degree required and advanced degree or CFA preferred; *Knowledge of, and experience related to fund management or similar field *Fluent in financial modeling concepts and methods required *Understanding of the various roles, skill-sets and activities related to the institutional investor marketplace. *Understanding of risk management tools and models used in fund management preferred *Understanding of the trends in ESG integration and responsible investing beneficial *Experience using financial data platforms such as Bloomberg, Reuters and Factset is a bonus *Experience supervising staff, including ability to provide training and support staff professional development. *Sound judgment, sensitivity to diverse constituencies, excellent interpersonal skills, superior leadership ability, strong initiative and motivation; *Successful record of organizing and executing multiple projects and the ability to thrive in a fast-paced environment; *Excellent project management, research and writing skills; *Strong meeting facilitation and verbal communication skills; *Experience working with the media, a plus; *Knowledge of water themed investing and solutions, a plus *Interest in Sustainability ---- 6b3slidp9po8sx4r617a96seqjqe4jy 1353 1352 2024-05-24T04:57:43Z Michael 1 1 revision imported 1352 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for values --> *Status: [[project status::closed]] [[opportunity status::DNG]] [[activity date::2017-12-13]] :*Overqualified :*"We were really delighted to get your interest but at this time have decided to go with another candidate. In many ways you were perhaps a bit over-qualified and overall I really appreciated getting to know you better, both through this process and through the CFA Boston event, and really value the partnership we have created and hope it can continue." *Applied - ~2017-11-01 :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*Ceres (and others :*Posted [[event date::2017-09-13]] === Posting === '''Senior Manager, Investor Engagement, Water Program''' <u>Organization</u> Ceres is a sustainability nonprofit organization leading the most influential investors and companies to build leadership and drive solutions throughout the economy. Through our powerful networks and advocacy, we tackle the world’s biggest sustainability challenges, including climate change, water scarcity and pollution, and human rights abuses. <u>Description & Responsibilities</u> The Senior Manager will report to the Director of the Investor Water Initiative and play a key role in engaging with Ceres’ Investor Water Hub, a working group of over 90 institutional investors around the globe with over $19 trillion collective assets under management. Members include state treasurers, pension funds, foundations, large asset managers, socially responsible asset managers, and religious institutional investors, among others. This position will work closely on a tight team focused on encouraging investors to be more water aware and to more actively integrate the consideration of water into investment and portfolio management processes. By building greater investor capacity on water Ceres seeks to advance investor engagement with their portfolio companies on water risks, with the objective of ultimately mitigating impacts to freshwater resources. This position will play a key role in executing projects and research deemed a priority and requires financial markets expertise coupled with a strong interest in sustainability and water issues. Primary responsibilities may include, but are not limited to: *Oversee and implement major projects related to water integration and the Investor Water Hub including, portfolio water footprinting, and building the business case for water integration by institutional investors and a number of other topic areas. These projects require both financial modeling and market experience along with some understanding of sustainability and water issues. *Engage daily with institutional investors in the Investor Water Hub network as well as recruit new institutional investor members *Participate in team strategic planning and implementation related to Ceres investor water integration, water shareholder engagement and water infrastructure work *Represent Ceres with external partnerships and at strategic convenings/events regarding water and ESG disclosure *Develop the business case to mainstream ESG and water integration into the marketplace. Includes but is not limited to designing evolving methods and catalyzing better water data and analytics working across a broad spectrum of stakeholders from consultants, sell-side, ESG data providers and NGO partners. *Coordinate and partner with the Ceres Water Program across all of its initiatives including agriculture, sustainable infrastructure and California water policy *Work with other Ceres teams and in particular the Capital Markets Systems, Company Network and Food teams *Develop media presence via contribution to social media, blogging and working with journalists and publications *Partner with Ceres Development Team to develop fundraising proposals. *Supervise consultants, staff and interns, including hiring, training, conducting reviews and supporting professional development <u>Qualifications</u> *Minimum of seven years of work experience *Bachelor degree required and advanced degree or CFA preferred; *Knowledge of, and experience related to fund management or similar field *Fluent in financial modeling concepts and methods required *Understanding of the various roles, skill-sets and activities related to the institutional investor marketplace. *Understanding of risk management tools and models used in fund management preferred *Understanding of the trends in ESG integration and responsible investing beneficial *Experience using financial data platforms such as Bloomberg, Reuters and Factset is a bonus *Experience supervising staff, including ability to provide training and support staff professional development. *Sound judgment, sensitivity to diverse constituencies, excellent interpersonal skills, superior leadership ability, strong initiative and motivation; *Successful record of organizing and executing multiple projects and the ability to thrive in a fast-paced environment; *Excellent project management, research and writing skills; *Strong meeting facilitation and verbal communication skills; *Experience working with the media, a plus; *Knowledge of water themed investing and solutions, a plus *Interest in Sustainability ---- 6b3slidp9po8sx4r617a96seqjqe4jy 0 693 1354 2017-11-03T14:57:46Z Greis>Michael 0 1354 wikitext text/x-wiki == Resources == Ceres: *[https://www.ceres.org/annual-report/2016/progress/investors-tackle-water-risks Investor Water Hub] *[https://www.ceres.org/about-us/staff/monika-freyman-cfa Monika bio] *[https://www.ceres.org/our-work/water Issue we work on - Water] == 2017-11-03 == Coversation with Monika and Siobhan Siobhan *EPA Region 1 *City of Boston *Worked with Chris Davis for 2 years *College in Colorado *Make a difference *Water infrastructure, business models *Last 2 years - launch of water business risk *Investor Water Hub - Toolkit.... :*Ready to launch, just a few weeks away *Seeing the dedication, growing the base of interested investors *Work with sustainable food program team *Lots of *Get to work all across the organization == 2017-09-29 == Planned conversation with [[involved::Monika Freyman]] *Could not connect to her cell phone in Peru as planned. *She is on vacation next week. *Left message and sent e-mail to reconnect when she returns. Monika replied by e-mail: *Submit resume on website so it is in the system :*Include very short cover saying that Monika recommended I apply *Will talk when she returns after 10/11 *No worries - won't miss window to apply Objectives: *Understand what she's looking for *Make the case for me bgidjseitovgfe4m3zc680v1sm0ftkh 1355 1354 2024-05-24T04:57:43Z Michael 1 1 revision imported 1354 wikitext text/x-wiki == Resources == Ceres: *[https://www.ceres.org/annual-report/2016/progress/investors-tackle-water-risks Investor Water Hub] *[https://www.ceres.org/about-us/staff/monika-freyman-cfa Monika bio] *[https://www.ceres.org/our-work/water Issue we work on - Water] == 2017-11-03 == Coversation with Monika and Siobhan Siobhan *EPA Region 1 *City of Boston *Worked with Chris Davis for 2 years *College in Colorado *Make a difference *Water infrastructure, business models *Last 2 years - launch of water business risk *Investor Water Hub - Toolkit.... :*Ready to launch, just a few weeks away *Seeing the dedication, growing the base of interested investors *Work with sustainable food program team *Lots of *Get to work all across the organization == 2017-09-29 == Planned conversation with [[involved::Monika Freyman]] *Could not connect to her cell phone in Peru as planned. *She is on vacation next week. *Left message and sent e-mail to reconnect when she returns. Monika replied by e-mail: *Submit resume on website so it is in the system :*Include very short cover saying that Monika recommended I apply *Will talk when she returns after 10/11 *No worries - won't miss window to apply Objectives: *Understand what she's looking for *Make the case for me bgidjseitovgfe4m3zc680v1sm0ftkh 0 694 1356 2019-07-10T13:26:07Z Greis>Michael 0 1356 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNG]] :Talked and interviewed with hiring manager in March? in NYC. Said did not yet have authorization to hire, though position was posted. Did not find out whether position was filled or who was hired. *Applied - Met with hiring manager in NY in March [[activity date::2019-03-15]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://jobs.citi.com/job/-/-/287/11106207?src=JB-14142 Citibank Career site] :*Posted [[event date::2019-03]] === Posting === CPB Head of Sustainable Investing *Primary Location: United States,New York,New York *Other Location: United States,Connecticut,Stamford *Education: Bachelor's Degree *Job Function: Private Client Product Mgmt *Schedule: Full-time *Shift: Day Job *Employee Status: Regular *Travel Time: Yes, 25 % of the Time *Job ID: 19009251 Description About Citi Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. Citi’s Mission and Value Propositionexplains what we do and Citi Leadership Standardsexplain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities. Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all. Brief Description of the Organization CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world.In the past, Citi has provided most of its internal reporting on a business by business basis.With the changes in the regulatory environment, strong legal entity reporting and governance has become essential.This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment. Description of the Position Citi Private Bank (CPB) Investments organization provides investment solutions to CPB clients globally across a range of capabilities that include proprietary and third-party advisory and discretionary portfolio management as well as capital markets investment solutions across a wide range of asset classes. The Head of Sustainable Investing position is a new role dedicated to leading and overseeing CPB’s approach to sustainable investing. Position Responsibilities: *The selected candidate will assist with all aspects of developing a sustainable investing offering across the Citi Private Bank Investments platform including building a team *The selected candidate will lead all aspects of Sustainable Investing for CPB including investment leadership, thought leadership and client engagement Investment Leadership *Provide leadership and guidance to the investment teams to help identify, evaluate and develop investment opportunities aligned with CPB’s approach to sustainable investing.The investment teams include (1) manager research teams covering equities, fixed income, multi-asset class, hedge funds, private equity and private real estate; (2) proprietary portfolio management teams covering equities, fixed income and multi-asset class; and (3) capital markets teams that structure indices and products *Partner with the Global Investment Lab to help develop investment capabilities aligned with CPB’s approach to sustainable investing. *Drive the development and commercialization of products and solutions globally. Analyze competitive landscape and articulate CPB’s competitive advantages *Lead training for the organization globally including the development and delivery of the curriculum via a variety of mediums *Work with ICG teams outside of the Private Bank, such as Global Sustainability and Inclusive Finance, to ascertain internal and external communication is aligned with broader corporate strategy *Partner with colleagues across the firm including marketing, operations, technology and control functions to ensure an end-to-end client experience Thought Leadership *Represent CPB at internal and external forums such as conferences and client events *Provide thought leadership and content for relevant presentation materials for internal and external audiences, including marketing materials, client case studies, and training materials to deliver across a range of mediums including presentations, videos, written communications, etc. *Write white papers on thematic areas of focus, such as gender lens investing, environmental investing, etc. *Partner with the Office of the Chief Investment Strategist and provide timely insights related to sustainable investing into key themes Client Engagement *Partner with client-facing teams to deepen client relationships through strategic client engagement to accelerate effective implementation of sustainable strategies and ultimately drive revenue and AUM. *Support client-facing teams in responding to client sustainable investing inquiries; selectively responding to and/or meeting with clients, as requested Qualifications *10-15+ years of experience in the Financial Services industry in asset management/wealth management *Demonstrated experience in sustainable investing and ESG subject matter expertise *Experienced investment professional with high level of market sophistication and broad technical expertise spanning all major asset classes (fixed income, equities, property, hedge funds, private equity and other alternatives). *Excellent interpersonal, written and oral communication skills with ability to communicate and influence across a broad range of sophistication levels *Bachelor’s degree required, CFA or MBA preferred *7, 66 ---- t27wytdfpp4pxxp1h1m7be1uxh98enq 1357 1356 2024-05-24T04:57:43Z Michael 1 1 revision imported 1356 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNG]] :Talked and interviewed with hiring manager in March? in NYC. Said did not yet have authorization to hire, though position was posted. Did not find out whether position was filled or who was hired. *Applied - Met with hiring manager in NY in March [[activity date::2019-03-15]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://jobs.citi.com/job/-/-/287/11106207?src=JB-14142 Citibank Career site] :*Posted [[event date::2019-03]] === Posting === CPB Head of Sustainable Investing *Primary Location: United States,New York,New York *Other Location: United States,Connecticut,Stamford *Education: Bachelor's Degree *Job Function: Private Client Product Mgmt *Schedule: Full-time *Shift: Day Job *Employee Status: Regular *Travel Time: Yes, 25 % of the Time *Job ID: 19009251 Description About Citi Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. Citi’s Mission and Value Propositionexplains what we do and Citi Leadership Standardsexplain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities. Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all. Brief Description of the Organization CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world.In the past, Citi has provided most of its internal reporting on a business by business basis.With the changes in the regulatory environment, strong legal entity reporting and governance has become essential.This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment. Description of the Position Citi Private Bank (CPB) Investments organization provides investment solutions to CPB clients globally across a range of capabilities that include proprietary and third-party advisory and discretionary portfolio management as well as capital markets investment solutions across a wide range of asset classes. The Head of Sustainable Investing position is a new role dedicated to leading and overseeing CPB’s approach to sustainable investing. Position Responsibilities: *The selected candidate will assist with all aspects of developing a sustainable investing offering across the Citi Private Bank Investments platform including building a team *The selected candidate will lead all aspects of Sustainable Investing for CPB including investment leadership, thought leadership and client engagement Investment Leadership *Provide leadership and guidance to the investment teams to help identify, evaluate and develop investment opportunities aligned with CPB’s approach to sustainable investing.The investment teams include (1) manager research teams covering equities, fixed income, multi-asset class, hedge funds, private equity and private real estate; (2) proprietary portfolio management teams covering equities, fixed income and multi-asset class; and (3) capital markets teams that structure indices and products *Partner with the Global Investment Lab to help develop investment capabilities aligned with CPB’s approach to sustainable investing. *Drive the development and commercialization of products and solutions globally. Analyze competitive landscape and articulate CPB’s competitive advantages *Lead training for the organization globally including the development and delivery of the curriculum via a variety of mediums *Work with ICG teams outside of the Private Bank, such as Global Sustainability and Inclusive Finance, to ascertain internal and external communication is aligned with broader corporate strategy *Partner with colleagues across the firm including marketing, operations, technology and control functions to ensure an end-to-end client experience Thought Leadership *Represent CPB at internal and external forums such as conferences and client events *Provide thought leadership and content for relevant presentation materials for internal and external audiences, including marketing materials, client case studies, and training materials to deliver across a range of mediums including presentations, videos, written communications, etc. *Write white papers on thematic areas of focus, such as gender lens investing, environmental investing, etc. *Partner with the Office of the Chief Investment Strategist and provide timely insights related to sustainable investing into key themes Client Engagement *Partner with client-facing teams to deepen client relationships through strategic client engagement to accelerate effective implementation of sustainable strategies and ultimately drive revenue and AUM. *Support client-facing teams in responding to client sustainable investing inquiries; selectively responding to and/or meeting with clients, as requested Qualifications *10-15+ years of experience in the Financial Services industry in asset management/wealth management *Demonstrated experience in sustainable investing and ESG subject matter expertise *Experienced investment professional with high level of market sophistication and broad technical expertise spanning all major asset classes (fixed income, equities, property, hedge funds, private equity and other alternatives). *Excellent interpersonal, written and oral communication skills with ability to communicate and influence across a broad range of sophistication levels *Bachelor’s degree required, CFA or MBA preferred *7, 66 ---- t27wytdfpp4pxxp1h1m7be1uxh98enq 0 695 1358 2010-08-06T14:27:34Z Greis>Michael 0 Created page with '*Submitted online on the eFC Jobs site {{color||2010-08-07}} *[http://jobs.efinancialcareers.com/job-4000000000657458.htm Posting] on eFC Jobs site - eFC ref 669904 *Cover lett…' 1358 wikitext text/x-wiki *Submitted online on the eFC Jobs site {{color||2010-08-07}} *[http://jobs.efinancialcareers.com/job-4000000000657458.htm Posting] on eFC Jobs site - eFC ref 669904 *Cover letter - \Career\Opportunities\mjg Michael Page Strategy Consultant Cover.doc == Posting == Strategy Consulting Associates/Managers *Company - Michael Page (recruiter) *Location - Boston, MA, 02110 *Compensation - 120,000++ *Position Type - Permanent *Employment type - Full time *Updated - Jul 23, 2010 *eFC Ref no - 669904 Our client is a successful, sector specific Management Consultancy, looking to add top tier, experienced professionals to their growing team. Consultants are responsible for leading their teams through project analysis, market research, recommendation formulation, and presentation preparation. As Consultants develop and grow with the business, objectives and tasks assume a more global strategy perspective, including in- house growth strategy and development. This is a fantastic opportunity for individuals looking to focus in on the Telecom/Media/Technology sector and/or Clean technology. Individuals that spent time with this firm were able to transfer their knowledge to Venture Capital/ In- House strategy C- level positions/ Start - Up opportunities. Our client is seeking the following qualifications for experienced professionals: * 4 plus years in strategy consulting and/or an established telecom/media/tech/clean tech strategy group. * Excellent analytical track record and a genuine interested in the technology/media/clean technology industry. * Top tier academic record is a must. Managers must have an MBA. * This position is based in Boston, however, our client is willing to relocate ---- bxvbr0l7jak0froasg8mzba4ahnrxcv 1359 1358 2024-05-24T04:57:43Z Michael 1 1 revision imported 1358 wikitext text/x-wiki *Submitted online on the eFC Jobs site {{color||2010-08-07}} *[http://jobs.efinancialcareers.com/job-4000000000657458.htm Posting] on eFC Jobs site - eFC ref 669904 *Cover letter - \Career\Opportunities\mjg Michael Page Strategy Consultant Cover.doc == Posting == Strategy Consulting Associates/Managers *Company - Michael Page (recruiter) *Location - Boston, MA, 02110 *Compensation - 120,000++ *Position Type - Permanent *Employment type - Full time *Updated - Jul 23, 2010 *eFC Ref no - 669904 Our client is a successful, sector specific Management Consultancy, looking to add top tier, experienced professionals to their growing team. Consultants are responsible for leading their teams through project analysis, market research, recommendation formulation, and presentation preparation. As Consultants develop and grow with the business, objectives and tasks assume a more global strategy perspective, including in- house growth strategy and development. This is a fantastic opportunity for individuals looking to focus in on the Telecom/Media/Technology sector and/or Clean technology. Individuals that spent time with this firm were able to transfer their knowledge to Venture Capital/ In- House strategy C- level positions/ Start - Up opportunities. Our client is seeking the following qualifications for experienced professionals: * 4 plus years in strategy consulting and/or an established telecom/media/tech/clean tech strategy group. * Excellent analytical track record and a genuine interested in the technology/media/clean technology industry. * Top tier academic record is a must. Managers must have an MBA. * This position is based in Boston, however, our client is willing to relocate ---- bxvbr0l7jak0froasg8mzba4ahnrxcv 0 696 1360 2019-05-08T14:49:29Z Greis>Michael 0 /* Posting */ 1360 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::Open]] [[opportunity status::Todo]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://www.linkedin.com/jobs/view/1249725139 LinkedIn] :*Posted [[event date::2019-05-03]] :*'''36''' applicants as of 2019-05-08 === Posting === As the vice president of learning and development, you will have the opportunity to revolutionize a centralized training function, impacting our community of 700+ employees and nearly 2,000 independent financial professionals. You will be responsible for identifying and developing a roster of relevant educational programs, implementing best practices and a best-in-class infrastructure, and establishing the mechanisms to refine and enhance programs on an iterative basis over time. Commonwealth has a long history of championing individual development as a core value; your efforts will greatly strengthen the employee- and advisor-facing training and development programs we offer today. You will provide the guidance and leadership to develop educational resources to expand our firm-wide programs and impact. We look to you to lead Commonwealth’s staff into the future of adult learning platforms and methodologies. As a strategic thinker with an entrepreneurial spirit, you’ll be empowered to contribute to our future by being a disruptive visionary. <u>Key responsibilitie</u> *Supporting and promoting the alignment of educational development with the organization’s strategic vision and values; understanding clearly how the organization must evolve, taking internal and external trends and influences into consideration *Developing a centralized learning and development function that works in conjunction across departments to deliver exceptional training outcomes to both employees and our financial advisors *Working closely across all employee- and advisor- facing departments to continuously manage which activities can best be supported or owned in the centralized training function and which features, by extension, are developed within the departments *Taking leadership of the overarching training and development strategy, in conjunction with senior management *Developing and successfully implementing innovative programs on an ongoing basis to engage and inspire employees and our advisors *Maintaining oversight of Commonwealth’s educational curriculum and best practices *Collaborating with Human Resources and other stakeholders on innovative staff educational experiences *Collaborating with external partners to ensure that Commonwealth’s educational offerings are developed and launched successfully, with a goal of best-in-class education and leadership offerings <u>Core strengths</u> *Advanced learning/training consulting skills *A commitment to putting our advisors and employees first—and exceeding their expectations *Advanced theoretical and practical knowledge of learning strategies and adult learning theories *Ability to collaborate, influence, and obtain buy-in from stakeholders at all levels of the organization (particularly Human Resources, Practice Management, Technology, and Marketing) *Metrics-focused with the ability to track and clearly communicate learning impact *Strong work ethic and initiative with excellent time management, organizational, and project management skills *Executive presence and the ability to develop a rapport at all levels in the business *Proven ability to work efficiently, effectively, and proactively in a fast-paced, deadline-oriented, dynamic environment <u>Additional skills and knowledge</u> *At least 8 years of experience (10 preferred) in an adult education or financial services setting *Management experience that includes curriculum development and instructional design, facilitation, working with content experts and vendors, concept/program development, and market research *Bachelor’s degree in human resources, organizational development, business administration, or related field (or equivalent experience); advanced degree in related field preferred Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves. *Seniority Level - Executive *Industry - Financial Services *Employment Type - Full-time ---- 70s0m3b4v40sdbfofu6kmev3657v3xr 1361 1360 2024-05-24T04:57:43Z Michael 1 1 revision imported 1360 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::Open]] [[opportunity status::Todo]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://www.linkedin.com/jobs/view/1249725139 LinkedIn] :*Posted [[event date::2019-05-03]] :*'''36''' applicants as of 2019-05-08 === Posting === As the vice president of learning and development, you will have the opportunity to revolutionize a centralized training function, impacting our community of 700+ employees and nearly 2,000 independent financial professionals. You will be responsible for identifying and developing a roster of relevant educational programs, implementing best practices and a best-in-class infrastructure, and establishing the mechanisms to refine and enhance programs on an iterative basis over time. Commonwealth has a long history of championing individual development as a core value; your efforts will greatly strengthen the employee- and advisor-facing training and development programs we offer today. You will provide the guidance and leadership to develop educational resources to expand our firm-wide programs and impact. We look to you to lead Commonwealth’s staff into the future of adult learning platforms and methodologies. As a strategic thinker with an entrepreneurial spirit, you’ll be empowered to contribute to our future by being a disruptive visionary. <u>Key responsibilitie</u> *Supporting and promoting the alignment of educational development with the organization’s strategic vision and values; understanding clearly how the organization must evolve, taking internal and external trends and influences into consideration *Developing a centralized learning and development function that works in conjunction across departments to deliver exceptional training outcomes to both employees and our financial advisors *Working closely across all employee- and advisor- facing departments to continuously manage which activities can best be supported or owned in the centralized training function and which features, by extension, are developed within the departments *Taking leadership of the overarching training and development strategy, in conjunction with senior management *Developing and successfully implementing innovative programs on an ongoing basis to engage and inspire employees and our advisors *Maintaining oversight of Commonwealth’s educational curriculum and best practices *Collaborating with Human Resources and other stakeholders on innovative staff educational experiences *Collaborating with external partners to ensure that Commonwealth’s educational offerings are developed and launched successfully, with a goal of best-in-class education and leadership offerings <u>Core strengths</u> *Advanced learning/training consulting skills *A commitment to putting our advisors and employees first—and exceeding their expectations *Advanced theoretical and practical knowledge of learning strategies and adult learning theories *Ability to collaborate, influence, and obtain buy-in from stakeholders at all levels of the organization (particularly Human Resources, Practice Management, Technology, and Marketing) *Metrics-focused with the ability to track and clearly communicate learning impact *Strong work ethic and initiative with excellent time management, organizational, and project management skills *Executive presence and the ability to develop a rapport at all levels in the business *Proven ability to work efficiently, effectively, and proactively in a fast-paced, deadline-oriented, dynamic environment <u>Additional skills and knowledge</u> *At least 8 years of experience (10 preferred) in an adult education or financial services setting *Management experience that includes curriculum development and instructional design, facilitation, working with content experts and vendors, concept/program development, and market research *Bachelor’s degree in human resources, organizational development, business administration, or related field (or equivalent experience); advanced degree in related field preferred Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves. *Seniority Level - Executive *Industry - Financial Services *Employment Type - Full-time ---- 70s0m3b4v40sdbfofu6kmev3657v3xr 0 697 1362 2019-05-08T15:12:16Z Greis>Michael 0 1362 wikitext text/x-wiki [https://www.commonwealth.com/story/fast-facts.aspx Commonwealth Financial Network] is an '''RIA''' and '''independent broker/dealer :*Largest privately held RIA broker/dealer in US :*Presence in 50 states (advisors) :*$161 billion account assets :*$1.6 billion revenue Let's talk about this one. I think I can put together a case for it. It is not, however, a slap-a-generic-letter-on-the-resume situation. Commonwealth Financial Network is an RIA (Registered Investment Advisor) and a broker/dealer. As an RIA (firm), they provide several ways for RIA's (people) to affiliate with them. Advisors (people) may have their own firms but use CFN to provide services, or they can be an advisor under the CFN "umbrella". As a broker-dealer, they provide services to RIA firms and advisors (for example, Deb Brede uses them as a broker/dealer). CFN will also have some number of employees providing all these services to RIAs. The Learning & Development function is likely focused primarily on education for their affiliated RIAs. There will likely be several drivers to that business: *Education that RIA's value to run and improve their business - a benefit and encouragement to stay with CFN *There is likely some mix of fee & free, but in either case, they have to motivate their affiliates to take advantage of the education *Education to help the RIAs use CFN's services effectively and stay out of trouble (a dual incentive - valued by the client, but valuable to CFN in reducing costs) ifdbqq89ow7dwqjc8yfmgu0mxu51caw 1363 1362 2024-05-24T04:57:43Z Michael 1 1 revision imported 1362 wikitext text/x-wiki [https://www.commonwealth.com/story/fast-facts.aspx Commonwealth Financial Network] is an '''RIA''' and '''independent broker/dealer :*Largest privately held RIA broker/dealer in US :*Presence in 50 states (advisors) :*$161 billion account assets :*$1.6 billion revenue Let's talk about this one. I think I can put together a case for it. It is not, however, a slap-a-generic-letter-on-the-resume situation. Commonwealth Financial Network is an RIA (Registered Investment Advisor) and a broker/dealer. As an RIA (firm), they provide several ways for RIA's (people) to affiliate with them. Advisors (people) may have their own firms but use CFN to provide services, or they can be an advisor under the CFN "umbrella". As a broker-dealer, they provide services to RIA firms and advisors (for example, Deb Brede uses them as a broker/dealer). CFN will also have some number of employees providing all these services to RIAs. The Learning & Development function is likely focused primarily on education for their affiliated RIAs. There will likely be several drivers to that business: *Education that RIA's value to run and improve their business - a benefit and encouragement to stay with CFN *There is likely some mix of fee & free, but in either case, they have to motivate their affiliates to take advantage of the education *Education to help the RIAs use CFN's services effectively and stay out of trouble (a dual incentive - valued by the client, but valuable to CFN in reducing costs) ifdbqq89ow7dwqjc8yfmgu0mxu51caw 0 698 1364 2010-08-09T17:26:11Z Greis>Michael 0 1364 wikitext text/x-wiki *Applied ? *Originally found on Monster, researched on Deloitte web site *[http://careers.deloitte.com/united-states/experienced-professionals/opportunities.aspx?sub_pg=Jobsearch&CountryID=1&RegionID=200000487&PageResults=10&Keywords=sustainability Posting] on Deloitte web site *Both jobs are ones I can do, but again I'm not coming directly from a similar job. :*Talk with someone at Deloitte? Mani? Local Manager? :*Other positions in Sustainability at Deloitte? *[http://www.deloitte.com/research Deloitte Research Initiatives] == Posting == Location: * Washington, District of Columbia * Atlanta, Georgia * Chicago, Illinois * Boston, Massachusetts * New York, New York *Firm Service: Internal Services *Reference Code: E11SNYCSSRMAW058-CL6 *Type of Position: Full-time '''Job Description''' Deloitte & Touche, one of the nation's leading professional services firms, provides assurance and advisory, tax, and management consulting services through nearly 30,000 people in more than 100 U.S. cities. The firm is dedicated to helping our clients and our people excel. Known as an employer of choice for innovative human resources programs, Deloitte & Touche has been recognized as one of the "100 Best Companies to Work For in America" by Fortune magazine for six consecutive years. Deloitte & Touche is part of Deloitte Touche Tohmatsu, one of the world's leading professional services, with more than 92,000 people in over 135 countries. The Deloitte Research initiative of certain member firms of Deloitte Touche Tohmatsu develops and delivers ideas, fact driven insights and innovations designed to improve business performance. Operating through the contributions of research and practice professionals from those member firms and the contributions of academic and technology contributors, Deloitte Research initiatives undertake industry, functional and cross-industry studies to bring ideas that matter to executives, boards and leading business journals. For more information please visit www.deloitte.com/research. Position Sustainability and Climate Change is Deloitte's approach to working with our clients around the strategic and operational challenges of sustainability, energy, climate change and corporate responsibility. We work - with our clients to help to them develop a high-impact strategies that leverage sustainability as a way to unlock value throughout all areas of the extended enterprise. Sustainability and Climate Change offers an opportunity to work across many functions of an organization to position our clients to compete effectively in a complex and changing business environment. The senior research manager will be part of the Deloitte Research team and will work directly with the leaders in Sustainability and Climate Change practice to oversee and execute research studies around strategic business, economic and policy issues in the area of sustainability. The role will consist of: * Research design and planning - Oversee and undertake due diligence, and propose cross-industry research topics to create unique thought leadership in the area of enterprise sustainability, including environmental engineering, climate change, energy policy. Design executable and credible research studies consistent with Deloitte's independence and other professional standards. * Research execution and Quality assurance - Assure that studies are executed using credible qualitative and quantitative methodologies by researchers and third party contractors to provide valid and credible findings. * Managing research project - Develop the research project plans, coordinate execution across various stakeholders and third party providers and manage schedules of multiple studies. * Develop research reports - Write world-class research reports targeted at the executive audience based on insights and findings from the studies. * Deployment and presentation of research studies - Oversee research launch, coordinate with marketing and deliver decks and other materials required to bring the research effectively to market. Present the research, the research agenda and other findings to internal and external audiences. * Developing staff - Mentor and develop fellow staff to execute research projects. * Liaison with the practice - Coordinate research activities with Deloitte businesses, industries, regions and client partners, to respond to client inquires around research studies. * 8-10 years of prior work experience (ideally including experience in energy policy/environmental strategy/response to climate change at a professional services firm and research experience) * Graduate degree or a PhD in public policy/business management/economics focused on energy policy/environmental strategy/response to climate change * In-depth understanding of various areas environmental sustainability programs, energy strategy, energy policy, carbon emissions measurement and trading, corporate social responsibility, environmental consulting, climate change modeling, risk assessment * Strong ability to interact with senior executives * Strong skills in quantitative research methodologies and statistical analysis * Strong skills in qualitative research methodologies such as surveys and benchmarks * Excellent writing and verbal skills and ability to translate research finding to the practice and media * Proven publication record - business or academic * Demonstrated academic or professional services research experience * Track record of designing and delivering innovative research projects * Strong experience in managing projects * Strong multi-tasking skills * Collaborative working style and problem solving skillsAbility to work well in in-person and remote team situations ---- 0g7ctzw1zcc87aalc0o3vxlaxmx32ql 1365 1364 2024-05-24T04:57:43Z Michael 1 1 revision imported 1364 wikitext text/x-wiki *Applied ? *Originally found on Monster, researched on Deloitte web site *[http://careers.deloitte.com/united-states/experienced-professionals/opportunities.aspx?sub_pg=Jobsearch&CountryID=1&RegionID=200000487&PageResults=10&Keywords=sustainability Posting] on Deloitte web site *Both jobs are ones I can do, but again I'm not coming directly from a similar job. :*Talk with someone at Deloitte? Mani? Local Manager? :*Other positions in Sustainability at Deloitte? *[http://www.deloitte.com/research Deloitte Research Initiatives] == Posting == Location: * Washington, District of Columbia * Atlanta, Georgia * Chicago, Illinois * Boston, Massachusetts * New York, New York *Firm Service: Internal Services *Reference Code: E11SNYCSSRMAW058-CL6 *Type of Position: Full-time '''Job Description''' Deloitte & Touche, one of the nation's leading professional services firms, provides assurance and advisory, tax, and management consulting services through nearly 30,000 people in more than 100 U.S. cities. The firm is dedicated to helping our clients and our people excel. Known as an employer of choice for innovative human resources programs, Deloitte & Touche has been recognized as one of the "100 Best Companies to Work For in America" by Fortune magazine for six consecutive years. Deloitte & Touche is part of Deloitte Touche Tohmatsu, one of the world's leading professional services, with more than 92,000 people in over 135 countries. The Deloitte Research initiative of certain member firms of Deloitte Touche Tohmatsu develops and delivers ideas, fact driven insights and innovations designed to improve business performance. Operating through the contributions of research and practice professionals from those member firms and the contributions of academic and technology contributors, Deloitte Research initiatives undertake industry, functional and cross-industry studies to bring ideas that matter to executives, boards and leading business journals. For more information please visit www.deloitte.com/research. Position Sustainability and Climate Change is Deloitte's approach to working with our clients around the strategic and operational challenges of sustainability, energy, climate change and corporate responsibility. We work - with our clients to help to them develop a high-impact strategies that leverage sustainability as a way to unlock value throughout all areas of the extended enterprise. Sustainability and Climate Change offers an opportunity to work across many functions of an organization to position our clients to compete effectively in a complex and changing business environment. The senior research manager will be part of the Deloitte Research team and will work directly with the leaders in Sustainability and Climate Change practice to oversee and execute research studies around strategic business, economic and policy issues in the area of sustainability. The role will consist of: * Research design and planning - Oversee and undertake due diligence, and propose cross-industry research topics to create unique thought leadership in the area of enterprise sustainability, including environmental engineering, climate change, energy policy. Design executable and credible research studies consistent with Deloitte's independence and other professional standards. * Research execution and Quality assurance - Assure that studies are executed using credible qualitative and quantitative methodologies by researchers and third party contractors to provide valid and credible findings. * Managing research project - Develop the research project plans, coordinate execution across various stakeholders and third party providers and manage schedules of multiple studies. * Develop research reports - Write world-class research reports targeted at the executive audience based on insights and findings from the studies. * Deployment and presentation of research studies - Oversee research launch, coordinate with marketing and deliver decks and other materials required to bring the research effectively to market. Present the research, the research agenda and other findings to internal and external audiences. * Developing staff - Mentor and develop fellow staff to execute research projects. * Liaison with the practice - Coordinate research activities with Deloitte businesses, industries, regions and client partners, to respond to client inquires around research studies. * 8-10 years of prior work experience (ideally including experience in energy policy/environmental strategy/response to climate change at a professional services firm and research experience) * Graduate degree or a PhD in public policy/business management/economics focused on energy policy/environmental strategy/response to climate change * In-depth understanding of various areas environmental sustainability programs, energy strategy, energy policy, carbon emissions measurement and trading, corporate social responsibility, environmental consulting, climate change modeling, risk assessment * Strong ability to interact with senior executives * Strong skills in quantitative research methodologies and statistical analysis * Strong skills in qualitative research methodologies such as surveys and benchmarks * Excellent writing and verbal skills and ability to translate research finding to the practice and media * Proven publication record - business or academic * Demonstrated academic or professional services research experience * Track record of designing and delivering innovative research projects * Strong experience in managing projects * Strong multi-tasking skills * Collaborative working style and problem solving skillsAbility to work well in in-person and remote team situations ---- 0g7ctzw1zcc87aalc0o3vxlaxmx32ql 0 699 1366 2010-12-20T17:21:26Z Greis>Michael 0 /* Call with Janelia Tse 12-20-10 */ 1366 wikitext text/x-wiki See [[Sustainability/Consulting_Firms/Deloitte|Deloitte]] pages for information about Deloitte and sustainability 2010 - Deloitte investing in building sustainability services - goal to be a leading sustainability services provider :*Conversation with Marlene Moltyka at NECEC session spring 2010 :*Job postings fall 2010 :*Conversation with Mani Murahari :*Conversation with Zam Zamerowski and Prashant Shah at NECEC 12/10 session === Call with Janelia Tse 12-20-10 === *[http://www.linkedin.com/profile/view?id=33353504&authType=NAME_SEARCH&authToken=Cg8j&locale=en_US&srchid=af26479f-cd8d-4352-bdfe-718af71ad985-0&srchindex=1&srchtotal=1&pvs=ps&pohelp=&goback=.fps_janelia+tse_*1_*1_*1_*1_*1_*1_*51_*1_Y_*1_*1_*1_false_1_R_true_CC%2CN%2CI%2CG%2CPC%2CED%2CL%2CFG%2CTE%2CFA%2CSE%2CP%2CCS%2CF%2CDR_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2 Janelia's LinkedIn profile] *She does technical screen, answer any questions. Mode of operation (general for Deloitte, but applies to Carbon Management practice): :*Deloitte has separate legal entities ::*Deliotte Consulting, Financial Advisory Services, Audit, Tax :*Integrated Market Offerings - Leads from each functions coordinate :*Work with audit partners - gatekeepers who want to keep their clients happy :*Team of people developing solutions :*Steve Engler - Heads sustainability practice (NY) *A lot of work now going forward is sales, practice development :*Senior Manager - sales, sell project, project manager coordinating response to clients, develop team :*Talked about importance of being engaged in customer delivery to ensure success, maintain & develop relationships *Compliance is the key driver of customer action :*Have to be able to talk about the regulatory and compliance issues to the customers :*Those are the drivers for customer action and business opportunities :*Asked about my experience, understanding with these ::*Talked about SEC, CDP. Less detailed understanding of EPA disclosure :::*Mentioned RoHS, non-US as drivers *Part of time looking at client issues :*Can't have as much depth as the client does *Building relationships is critical :*Just met Steve for the first time *Asked about sustainability reporting :*Talked about interest, my conversations with a couple of companies (PTC, but didn't mention name) leading me to believe: ::*companies would largely repurpose people ::*individual consultants would be hard-pressed to deliver what they need ::*Large firm could do that - especially when helping internal staff deliver Travel :*For more mature practice...typically more delivery, more travel ::*Before getting into carbon, had client in Sacremento, but was in LA at the time :*Newer practice...more development ::*More travel for client meetings ::*But also doing more over the web - especially in carbon management, where clients don't want you to run up carbon emissions for a one hour meeting ::*For conferences and presentations, look for more local resources :::*That's why Prashant did Boston presentation :*As you progress, you have more control over your schedule ::*You also sell locally...building on your relationships *Role will have a lot of sales and business development :*Helping clients around compliance... :*Leverage relationships Talked about: :*SEC Climate Change Panel Asked how I build relationships, example of relationship leading to business :*BSAS example for building relationships :*MCAN -> Clean Energy Now for lead (though not revenue-producing business) Said she was impressed by my resume :*Enough technical depth around regulation? ---- === Call with Suzanne Clousing 12-16-10 === *Deloitte recruiting/staffing *Prashant Shah recommended me for AERS Carbon Management position *Walked through resume :*Focus on what I did, why I left *Why Deloitte? :*Talked about passion for and commitment to sustainability :*Desire to have an impact, work with team :*Want to be able to call on a wide range of resources to deliver solutions to any customer need ::*One of the things I liked most about IBM. *Asked about travel :*Leave Monday, return Thursday, work in office on Friday :*Been there, done that (IBM U/R) - understand what's required :*Won't tell you love it - can't imagine anyone does - but you do what's needed to get the job done (kids just out of college say they want to travel - 6 months later, reality sets in) *Asked about compensation :*Hard to answer because different positions & industries have different levels of expected comp. :*They don't have levels - place people where they fit :*Ask because don't want to get to end of process and find offer is unacceptable :*Do understand that may arrive at point where their conclusion about level is different and offer doesn't work :*Provided ballpark around $125,000 - seemed OK Questions from me: *Culture - what does it take to succeed? :*Very collaborative, relationship-building culture :*Have to build relationships quickly - will be working with new people on each assignment *Flexibility critical :*Situations change rapidly; go into client with a plan and expectations, may change completely :*Good with work/life balance - understand what they're asking people to do and manage accordingly *Process - what's next? :*One-hour phone interview with Senior Manager in Carbon Management Group :*If favorable, interviews with 3-5 people, probably in NY :*Typically make decision day you come in or within a few days :*Only need additional interview for some levels (higher, presumably) :*Determine what level you fit, make appropriate offer *What gives you pause/concerns you in my resume? :*Not much directly in carbon management :*Will need to focus on that in interview :*Finance OKI ---- 215svl3xeoqirx6ohvz6p1snc1vs1wq 1367 1366 2024-05-24T04:57:43Z Michael 1 1 revision imported 1366 wikitext text/x-wiki See [[Sustainability/Consulting_Firms/Deloitte|Deloitte]] pages for information about Deloitte and sustainability 2010 - Deloitte investing in building sustainability services - goal to be a leading sustainability services provider :*Conversation with Marlene Moltyka at NECEC session spring 2010 :*Job postings fall 2010 :*Conversation with Mani Murahari :*Conversation with Zam Zamerowski and Prashant Shah at NECEC 12/10 session === Call with Janelia Tse 12-20-10 === *[http://www.linkedin.com/profile/view?id=33353504&authType=NAME_SEARCH&authToken=Cg8j&locale=en_US&srchid=af26479f-cd8d-4352-bdfe-718af71ad985-0&srchindex=1&srchtotal=1&pvs=ps&pohelp=&goback=.fps_janelia+tse_*1_*1_*1_*1_*1_*1_*51_*1_Y_*1_*1_*1_false_1_R_true_CC%2CN%2CI%2CG%2CPC%2CED%2CL%2CFG%2CTE%2CFA%2CSE%2CP%2CCS%2CF%2CDR_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2_*2 Janelia's LinkedIn profile] *She does technical screen, answer any questions. Mode of operation (general for Deloitte, but applies to Carbon Management practice): :*Deloitte has separate legal entities ::*Deliotte Consulting, Financial Advisory Services, Audit, Tax :*Integrated Market Offerings - Leads from each functions coordinate :*Work with audit partners - gatekeepers who want to keep their clients happy :*Team of people developing solutions :*Steve Engler - Heads sustainability practice (NY) *A lot of work now going forward is sales, practice development :*Senior Manager - sales, sell project, project manager coordinating response to clients, develop team :*Talked about importance of being engaged in customer delivery to ensure success, maintain & develop relationships *Compliance is the key driver of customer action :*Have to be able to talk about the regulatory and compliance issues to the customers :*Those are the drivers for customer action and business opportunities :*Asked about my experience, understanding with these ::*Talked about SEC, CDP. Less detailed understanding of EPA disclosure :::*Mentioned RoHS, non-US as drivers *Part of time looking at client issues :*Can't have as much depth as the client does *Building relationships is critical :*Just met Steve for the first time *Asked about sustainability reporting :*Talked about interest, my conversations with a couple of companies (PTC, but didn't mention name) leading me to believe: ::*companies would largely repurpose people ::*individual consultants would be hard-pressed to deliver what they need ::*Large firm could do that - especially when helping internal staff deliver Travel :*For more mature practice...typically more delivery, more travel ::*Before getting into carbon, had client in Sacremento, but was in LA at the time :*Newer practice...more development ::*More travel for client meetings ::*But also doing more over the web - especially in carbon management, where clients don't want you to run up carbon emissions for a one hour meeting ::*For conferences and presentations, look for more local resources :::*That's why Prashant did Boston presentation :*As you progress, you have more control over your schedule ::*You also sell locally...building on your relationships *Role will have a lot of sales and business development :*Helping clients around compliance... :*Leverage relationships Talked about: :*SEC Climate Change Panel Asked how I build relationships, example of relationship leading to business :*BSAS example for building relationships :*MCAN -> Clean Energy Now for lead (though not revenue-producing business) Said she was impressed by my resume :*Enough technical depth around regulation? ---- === Call with Suzanne Clousing 12-16-10 === *Deloitte recruiting/staffing *Prashant Shah recommended me for AERS Carbon Management position *Walked through resume :*Focus on what I did, why I left *Why Deloitte? :*Talked about passion for and commitment to sustainability :*Desire to have an impact, work with team :*Want to be able to call on a wide range of resources to deliver solutions to any customer need ::*One of the things I liked most about IBM. *Asked about travel :*Leave Monday, return Thursday, work in office on Friday :*Been there, done that (IBM U/R) - understand what's required :*Won't tell you love it - can't imagine anyone does - but you do what's needed to get the job done (kids just out of college say they want to travel - 6 months later, reality sets in) *Asked about compensation :*Hard to answer because different positions & industries have different levels of expected comp. :*They don't have levels - place people where they fit :*Ask because don't want to get to end of process and find offer is unacceptable :*Do understand that may arrive at point where their conclusion about level is different and offer doesn't work :*Provided ballpark around $125,000 - seemed OK Questions from me: *Culture - what does it take to succeed? :*Very collaborative, relationship-building culture :*Have to build relationships quickly - will be working with new people on each assignment *Flexibility critical :*Situations change rapidly; go into client with a plan and expectations, may change completely :*Good with work/life balance - understand what they're asking people to do and manage accordingly *Process - what's next? :*One-hour phone interview with Senior Manager in Carbon Management Group :*If favorable, interviews with 3-5 people, probably in NY :*Typically make decision day you come in or within a few days :*Only need additional interview for some levels (higher, presumably) :*Determine what level you fit, make appropriate offer *What gives you pause/concerns you in my resume? :*Not much directly in carbon management :*Will need to focus on that in interview :*Finance OKI ---- 215svl3xeoqirx6ohvz6p1snc1vs1wq 0 700 1368 2010-12-16T20:08:34Z Greis>Michael 0 1368 wikitext text/x-wiki === Description === *Location: :* Washington, District of Columbia :* New York, New York *Firm Service: '''Enterprise Risk Services''' *Reference Code: '''E11USAAACSSC055 - BR''' *Type of Position: Full-time Job Description :*Service Area: Business Risk :*Market Offering: Governance, Regulatory & Risk Strategy :*Industry: Energy & Resources :*Location: North East Region/New York :*Level: Manager Deloitte is one of the leading professional services organizations in the United States specializing in audit, tax, consulting, and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world's most well–known and respected companies, including more than 75 percent of the Fortune 100. At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you'll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and get the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize everything from your career path to your educational opportunities to your benefits. And our culture of innovation means your ideas on how to improve our business and your clients' will be heard. Visit www.deloitte.com/us/careers to learn more about our culture, benefits, and opportunities. Deloitte & Touche LLP (AERS) helps organizations identify and manage both risks and opportunities to improve business performance, strengthen controls, and enhance corporate governance. Our practice combines our knowledge and experience in the areas of financial reporting, risk management, and compliance to help address our clients' most important issues. We're committed to delivering integrated services with a focus on value and quality. The following eight Market Offerings are offered by AERS (Audit & Enterprise Risk Services): * Financial Statement & Internal Control Audit * Financial Accounting & Reporting Services * Financial Instrument Valuation & Securitization * Finance Operations & Controls Transformation * Governance, Regulatory & Risk Strategies * Internal Audit Transformation * Security & Privacy * M&A Services Responsibilities: * Lead research and stay current on various industry topics, regulatory developments, market trends and competitor analysis to support Carbon Management Services (CMS) practice development and client engagements * Develop CMS methodologies and services offerings that support evolving regulatory drivers * Demonstrate advanced understanding of CMS methodologies, policies, procedures, and tools and apply them to work on engagements * Generate innovative ideas on our service offerings and challenge the status quo * Develop, participate in, and deliver client proposals and closing sales opportunities * Lead/support engagement management including engagement planning, pricing, billing, and team management. * Provide on–the–job training for staff on engagements and practice development efforts * Evaluate, counsel, mentor and provide feedback on performance of others * Build and nurture positive working relationships with clients with the intention to exceed client expectations * Lead development of deliverables related to engagements * Identify opportunities to improve engagement profitability * Assist in the identification of "add–on" sales efforts * Participate in and actively support mentoring relationships within practice * 8+ years of experience in environmental markets (SO2, NOx, GHG, RECs, offsets, etc.), carbon footprint, climate change, or environmental reporting area * Experience with mandatory and voluntary GHG reporting and disclosure requirements, including US EPA mandatory GHG reporting rule, regional, and state requirements. * Experience with sustainability metrics development and reporting. * Implementation of GHG protocol including establishment of footprint and development of GHG inventory * Knowledge of GHG verification protocols and GHG registries * Experience with development of GHG management and sustainability plans * Knowledge and understanding of RGGI, WRI, ISO 14000, EU ETS, CCX, AB 32 * Understanding of global and US climate change policy and regulation * Development of climate change/ carbon strategy for a company with significant GHG emissions * Support for trading of carbon allowances (EU ETS or CCX), primary auctions as well as secondary trading * Must be able to manage carbon and sustainability projects * Assist in business development and practice development activities * Experience with implementing reporting solutions is a plus * Experience with implementation or support of major environment management systems is a plus About Deloitte As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Deloitte LLP and its subsidiaries are equal opportunity employers. ---- c91lovphzbvo0pfyybunwftpra9swdq 1369 1368 2024-05-24T04:57:43Z Michael 1 1 revision imported 1368 wikitext text/x-wiki === Description === *Location: :* Washington, District of Columbia :* New York, New York *Firm Service: '''Enterprise Risk Services''' *Reference Code: '''E11USAAACSSC055 - BR''' *Type of Position: Full-time Job Description :*Service Area: Business Risk :*Market Offering: Governance, Regulatory & Risk Strategy :*Industry: Energy & Resources :*Location: North East Region/New York :*Level: Manager Deloitte is one of the leading professional services organizations in the United States specializing in audit, tax, consulting, and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world's most well–known and respected companies, including more than 75 percent of the Fortune 100. At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you'll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and get the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize everything from your career path to your educational opportunities to your benefits. And our culture of innovation means your ideas on how to improve our business and your clients' will be heard. Visit www.deloitte.com/us/careers to learn more about our culture, benefits, and opportunities. Deloitte & Touche LLP (AERS) helps organizations identify and manage both risks and opportunities to improve business performance, strengthen controls, and enhance corporate governance. Our practice combines our knowledge and experience in the areas of financial reporting, risk management, and compliance to help address our clients' most important issues. We're committed to delivering integrated services with a focus on value and quality. The following eight Market Offerings are offered by AERS (Audit & Enterprise Risk Services): * Financial Statement & Internal Control Audit * Financial Accounting & Reporting Services * Financial Instrument Valuation & Securitization * Finance Operations & Controls Transformation * Governance, Regulatory & Risk Strategies * Internal Audit Transformation * Security & Privacy * M&A Services Responsibilities: * Lead research and stay current on various industry topics, regulatory developments, market trends and competitor analysis to support Carbon Management Services (CMS) practice development and client engagements * Develop CMS methodologies and services offerings that support evolving regulatory drivers * Demonstrate advanced understanding of CMS methodologies, policies, procedures, and tools and apply them to work on engagements * Generate innovative ideas on our service offerings and challenge the status quo * Develop, participate in, and deliver client proposals and closing sales opportunities * Lead/support engagement management including engagement planning, pricing, billing, and team management. * Provide on–the–job training for staff on engagements and practice development efforts * Evaluate, counsel, mentor and provide feedback on performance of others * Build and nurture positive working relationships with clients with the intention to exceed client expectations * Lead development of deliverables related to engagements * Identify opportunities to improve engagement profitability * Assist in the identification of "add–on" sales efforts * Participate in and actively support mentoring relationships within practice * 8+ years of experience in environmental markets (SO2, NOx, GHG, RECs, offsets, etc.), carbon footprint, climate change, or environmental reporting area * Experience with mandatory and voluntary GHG reporting and disclosure requirements, including US EPA mandatory GHG reporting rule, regional, and state requirements. * Experience with sustainability metrics development and reporting. * Implementation of GHG protocol including establishment of footprint and development of GHG inventory * Knowledge of GHG verification protocols and GHG registries * Experience with development of GHG management and sustainability plans * Knowledge and understanding of RGGI, WRI, ISO 14000, EU ETS, CCX, AB 32 * Understanding of global and US climate change policy and regulation * Development of climate change/ carbon strategy for a company with significant GHG emissions * Support for trading of carbon allowances (EU ETS or CCX), primary auctions as well as secondary trading * Must be able to manage carbon and sustainability projects * Assist in business development and practice development activities * Experience with implementing reporting solutions is a plus * Experience with implementation or support of major environment management systems is a plus About Deloitte As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Deloitte LLP and its subsidiaries are equal opportunity employers. ---- c91lovphzbvo0pfyybunwftpra9swdq 0 701 1370 2010-08-09T17:22:54Z Greis>Michael 0 Created page with '*Applied ? *Originally found on Monster, researched on Deloitte web site *[http://careers.deloitte.com/united-states/experienced-professionals/opportunities.aspx?sub_pg=Jobsearc…' 1370 wikitext text/x-wiki *Applied ? *Originally found on Monster, researched on Deloitte web site *[http://careers.deloitte.com/united-states/experienced-professionals/opportunities.aspx?sub_pg=Jobsearch&CountryID=1&RegionID=200000487&PageResults=10&Keywords=sustainability Posting] on Deloitte web site *Both jobs are ones I can do, but again I'm not coming directly from a similar job. :*Talk with someone at Deloitte? Mani? Local Manager? :*Other positions in Sustainability at Deloitte? == Posting == Location: * Washington, District of Columbia * Atlanta, Georgia * Chicago, Illinois * Boston, Massachusetts * New York, New York *Firm Service: Internal Services *Reference Code: E11NYCSSRMAW065-CL6 *Type of Position: Full-time '''Job Description''' Deloitte LLP and its subsidiaries (Deloitte U.S. firms), one of the nation's leading professional services organizations, provides assurance and advisory, tax, and management consulting services through more than 30,000 people in more than 100 U.S. cities. The Deloitte U.S. firms are dedicated to helping our clients and our people excel. Known as an employer of choice for innovative human resources programs, Deloitte &Touche USA LLP and its subsidiaries have been recognized as one of the "100 Best Companies to Work for in America" by Fortune magazine for five consecutive years. The Deloitte U.S. firms are part of Deloitte Touche Tohmatsu, one of the world's leading professional services, with more than 92,000 people in over 135 countries. Deloitte is currently searching for a National Senior Marketing Manager for the Enterprise Sustainability (ES) Integrated Market Offering (IMO). The Senior Marketing Manager will work closely with the ES IMO leadership team to plan and execute marketing programs that build awareness and drive business growth for Deloitte's Sustainability services. The individual will lead a team of two marketing professionals and report to the National IMO Marketing Director. Location for this National position is flexible, although a major U.S. city is preferred. Responsibilities include the following: * In conjunction with the IMO Marketing Director, work with the ES IMO leadership team to formulate and execute an integrated marketing strategy and plan to market Deloitte's Sustainability services . * Marketing programs may include: :*Supporting the development of thought leadership around select business issues, including working with subject matter experts to build Deloitte's point-of-view, developing the related marketing program(s) and helping our practitioners to commercialize the program(s) in the marketplace :*Designing and executing events geared toward client education, relationship building and revenue growth including, but not limited to client roundtables, conferences, seminars, and trade shows :*Working with colleagues to drive marketing programs to targeted industry sectors and OCEO/ORMP accounts :*Managing and supporting content development related to our service capabilities, practice qualifications, etc. :*Supporting our Web presence and related e-marketing initiatives, including a new Sustainability Dbriefs series :*Collaborating with PR to drive strategic PR/media relations activities :*Managing strategic alliance relationships with key associations, influencers, media, think tanks and academics :*Coordinating with internal communications to build awareness of marketing resources, programs, results, etc. across the US Firms :*Surveying decision makers on effectiveness/quality of past efforts and soliciting feedback for future actions :*Tracking, monitoring, and evaluating integrated marketing activities and accomplishments and effectively communicating results and recommendations * Lead development of marquee issue campaign for Sustainability * Leverage firm-wide marketing spend on Sustainability and pursue joint marketing opportunities. Optimize use of marketing dollars through effective budget management * Collaborate with appropriate resources from the US Firms, including partners/principles, subject matter experts, client service professionals, business development managers, marketing and communications personnel, knowledge managers, PR and various shared services to execute and leverage integrated marketing programs * In conjunction with ES Leadership and other marketing/communications professionals throughout the firm, support annual business and marketing planning activities to formulate an integrated marketing approach * Work closely with team members to share best practices and leverage marketing programs and initiatives; create a culture of learning and continuous improvement. Contribute innovative marketing ideas and solutions that drive marketing effectiveness * Manage team of two marketing professionals and collaborate with other shared services professionals and/or outside resources, as appropriate, during project design, development, and completion * 10+ years of prior, relevant experience, with a focus in: strategy development, marketing and communications strategies, relationship development, events strategies and program execution * Sound knowledge of marketing fundamentals * Strong executive presence with an ability to positively influence a large diverse team of Sustainability SMEs * Knowledge of the Sustainability market along with experience in a professional services, consulting firm or large matrixed company are a plus * Demonstrated strength in building commitment and leading projects and teams to consistently deliver high quality results * Demonstrated ability to work well with a team, both on location and in a virtual mode, and ability to interact with/influence all levels of management * Demonstrated commitment to service excellence; a professional client-service manner * Strong project management skills with the ability to successfully juggle multiple programs and timelines * Should be prepared to get into detailed work as well as provide strategic, leadership support (a "can-do" attitude) * Excellent managerial skills with proven ability to develop team to deliver high value to the organization * Demonstrated ability to work with ambiguity, take initiative and be self-motivated to complete projects independently with appropriate direction/feedback * Excellent oral communications, presentation, writing and negotiation skills required with a demonstrated ability to create a broad mix of marketing communications, including marketing collateral, thought leadership, internet marketing, events and practitioner support tools * Strong computer skills (e.g., Word, Excel, PowerPoint); familiarity with integrating various technologies to support marketing efforts * Undergraduate degree in marketing, communications or related field; Masters degree a plus ---- nhkjmosi44rch4twww6qjuuua2h2m4a 1371 1370 2024-05-24T04:57:43Z Michael 1 1 revision imported 1370 wikitext text/x-wiki *Applied ? *Originally found on Monster, researched on Deloitte web site *[http://careers.deloitte.com/united-states/experienced-professionals/opportunities.aspx?sub_pg=Jobsearch&CountryID=1&RegionID=200000487&PageResults=10&Keywords=sustainability Posting] on Deloitte web site *Both jobs are ones I can do, but again I'm not coming directly from a similar job. :*Talk with someone at Deloitte? Mani? Local Manager? :*Other positions in Sustainability at Deloitte? == Posting == Location: * Washington, District of Columbia * Atlanta, Georgia * Chicago, Illinois * Boston, Massachusetts * New York, New York *Firm Service: Internal Services *Reference Code: E11NYCSSRMAW065-CL6 *Type of Position: Full-time '''Job Description''' Deloitte LLP and its subsidiaries (Deloitte U.S. firms), one of the nation's leading professional services organizations, provides assurance and advisory, tax, and management consulting services through more than 30,000 people in more than 100 U.S. cities. The Deloitte U.S. firms are dedicated to helping our clients and our people excel. Known as an employer of choice for innovative human resources programs, Deloitte &Touche USA LLP and its subsidiaries have been recognized as one of the "100 Best Companies to Work for in America" by Fortune magazine for five consecutive years. The Deloitte U.S. firms are part of Deloitte Touche Tohmatsu, one of the world's leading professional services, with more than 92,000 people in over 135 countries. Deloitte is currently searching for a National Senior Marketing Manager for the Enterprise Sustainability (ES) Integrated Market Offering (IMO). The Senior Marketing Manager will work closely with the ES IMO leadership team to plan and execute marketing programs that build awareness and drive business growth for Deloitte's Sustainability services. The individual will lead a team of two marketing professionals and report to the National IMO Marketing Director. Location for this National position is flexible, although a major U.S. city is preferred. Responsibilities include the following: * In conjunction with the IMO Marketing Director, work with the ES IMO leadership team to formulate and execute an integrated marketing strategy and plan to market Deloitte's Sustainability services . * Marketing programs may include: :*Supporting the development of thought leadership around select business issues, including working with subject matter experts to build Deloitte's point-of-view, developing the related marketing program(s) and helping our practitioners to commercialize the program(s) in the marketplace :*Designing and executing events geared toward client education, relationship building and revenue growth including, but not limited to client roundtables, conferences, seminars, and trade shows :*Working with colleagues to drive marketing programs to targeted industry sectors and OCEO/ORMP accounts :*Managing and supporting content development related to our service capabilities, practice qualifications, etc. :*Supporting our Web presence and related e-marketing initiatives, including a new Sustainability Dbriefs series :*Collaborating with PR to drive strategic PR/media relations activities :*Managing strategic alliance relationships with key associations, influencers, media, think tanks and academics :*Coordinating with internal communications to build awareness of marketing resources, programs, results, etc. across the US Firms :*Surveying decision makers on effectiveness/quality of past efforts and soliciting feedback for future actions :*Tracking, monitoring, and evaluating integrated marketing activities and accomplishments and effectively communicating results and recommendations * Lead development of marquee issue campaign for Sustainability * Leverage firm-wide marketing spend on Sustainability and pursue joint marketing opportunities. Optimize use of marketing dollars through effective budget management * Collaborate with appropriate resources from the US Firms, including partners/principles, subject matter experts, client service professionals, business development managers, marketing and communications personnel, knowledge managers, PR and various shared services to execute and leverage integrated marketing programs * In conjunction with ES Leadership and other marketing/communications professionals throughout the firm, support annual business and marketing planning activities to formulate an integrated marketing approach * Work closely with team members to share best practices and leverage marketing programs and initiatives; create a culture of learning and continuous improvement. Contribute innovative marketing ideas and solutions that drive marketing effectiveness * Manage team of two marketing professionals and collaborate with other shared services professionals and/or outside resources, as appropriate, during project design, development, and completion * 10+ years of prior, relevant experience, with a focus in: strategy development, marketing and communications strategies, relationship development, events strategies and program execution * Sound knowledge of marketing fundamentals * Strong executive presence with an ability to positively influence a large diverse team of Sustainability SMEs * Knowledge of the Sustainability market along with experience in a professional services, consulting firm or large matrixed company are a plus * Demonstrated strength in building commitment and leading projects and teams to consistently deliver high quality results * Demonstrated ability to work well with a team, both on location and in a virtual mode, and ability to interact with/influence all levels of management * Demonstrated commitment to service excellence; a professional client-service manner * Strong project management skills with the ability to successfully juggle multiple programs and timelines * Should be prepared to get into detailed work as well as provide strategic, leadership support (a "can-do" attitude) * Excellent managerial skills with proven ability to develop team to deliver high value to the organization * Demonstrated ability to work with ambiguity, take initiative and be self-motivated to complete projects independently with appropriate direction/feedback * Excellent oral communications, presentation, writing and negotiation skills required with a demonstrated ability to create a broad mix of marketing communications, including marketing collateral, thought leadership, internet marketing, events and practitioner support tools * Strong computer skills (e.g., Word, Excel, PowerPoint); familiarity with integrating various technologies to support marketing efforts * Undergraduate degree in marketing, communications or related field; Masters degree a plus ---- nhkjmosi44rch4twww6qjuuua2h2m4a 0 702 1372 2011-04-08T02:08:52Z Greis>Michael 0 1372 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[https://jobs.hrd.state.ma.us/recruit/public/31100001/job/job_view.do?postingId=J25124&code=search.public&federalStimulus=no&companyId=48 Mass HRD web site] :*April, 2011 === Posting === Duties: The MA Department of Energy Resources seeks a Renewable Policy Director for its Renewable and Alternative Energy Development Division. Building on DOER’s success in national leading clean energy policy, the Renewable Policy Director will assist the Director and work with the Division staff and Department senior management to formulate, evaluate, and implement renewable policies and programs. Candidates should have expert knowledge of renewable electric and thermal technologies, their market applications and barriers, and commercial status. The candidate should demonstrate knowledge and experience in renewable energy policy including Renewable Energy Portfolio Standards and in project financing and the role of financial incentives. The Renewable Policy Director will work under the supervision of the Division Director. Specific responsibilities will initially include leading the Division’s commitments to the implementation of the Clean Energy and Climate Plan under the Global Warming Solutions Act, serving on the steering committee of the regional Low Carbon Fuels Standard program development and other policy initiatives to support biofuels and alternative transportation, assisting the Director in evaluating and establishing policies to support the growth of the renewable thermal markets in the Commonwealth, and assisting the Director in evaluation of and enhancements to the RPS programs including the Solar Carve-Out. The Renewable Policy Director will be responsible for maintaining knowledge of other state and federal policies and programs. The Renewable Policy Director will be responsible for identifying and preparing technical portions of grants, RFPs, and contracts that support the Division’s work. To accomplish these responsibilities, the Renewable Policy Director will need to work effectively with colleagues in the other Divisions of DOER, and with colleagues in other agencies of the Executive Office of Environmental Affairs. The Renewable Policy Director must demonstrate the level of professionalism, ethics, and prudency necessary of public officials in working within the state government and with stakeholders in the NGO and for-profit sectors. MAJOR RESPONSIBILITY AREAS #Manage implementation of Division’s responsibilities to Clean Energy and Climate Plan #Support analysis of Renewable Thermal policy development #Provide evaluation and policy analysis of Renewable Energy Portfolio Standard programs and potential regulatory enhancements #Lead DOER staff participation in regional Low Carbon Fuel Standard and biofuels policy development, and assist with other alternative transportation options. #Maintain working knowledge of other state/federal programs, and provide technical management of Division RFPs, contracts, and grant applications Candidates must hold a masters degree or higher in a relevant field and at least five years of experience that demonstrates the knowledge and skills necessary for this position. Qualifications: MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) five years of full-time, or equivalent part-time, professional, administrative, supervisory or managerial experience in business administration, business management, or public administration and (B) of which at least four years must have been in a supervisory or managerial capacity, or (C) any equivalent combination of the required experience and the substitutions below. Substitutions: I. A Master's or higher degree with a major in business administration, management, public administration, industrial engineering, industrial psychology, or hospital administration may be substituted for a maximum of one year of the required (A) experience.* * Education toward such a degree will be prorated on the basis of the proportion of the requirements actually completed. SPECIAL REQUIREMENTS: None. Preferred Qualifications: The candidate shall have specific experience in renewable energy and demonstrate a strong understanding of the technologies, markets, and financing. The candidate shall demonstrate strong analytical skills applied to technology and policy analysis and provide excellent computer spreadsheet and modeling capabilities. The candidate shall demonstrate at least a basic understanding of the engineering principles of thermodynamics and electric power, and strong capabilities in economic principles of lifecycle and cost/benefit analysis, as well as project financing and the role of debt and equity and investment decisions. Candidates with renewable energy project development or financing in the private sector are encouraged to apply. Comments: Salary is commensurate with experience. How To Apply: Please mail cover letter and resume to: :Dwayne Breger :Director, Renewable & Alternative Energy Development :Department of Energy Resources :100 Cambridge Street, Suite 1020 :Boston, MA 02114 ---- c70ncjd1352n2vh129jx6qtx4mn6yl0 1373 1372 2024-05-24T04:57:43Z Michael 1 1 revision imported 1372 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[https://jobs.hrd.state.ma.us/recruit/public/31100001/job/job_view.do?postingId=J25124&code=search.public&federalStimulus=no&companyId=48 Mass HRD web site] :*April, 2011 === Posting === Duties: The MA Department of Energy Resources seeks a Renewable Policy Director for its Renewable and Alternative Energy Development Division. Building on DOER’s success in national leading clean energy policy, the Renewable Policy Director will assist the Director and work with the Division staff and Department senior management to formulate, evaluate, and implement renewable policies and programs. Candidates should have expert knowledge of renewable electric and thermal technologies, their market applications and barriers, and commercial status. The candidate should demonstrate knowledge and experience in renewable energy policy including Renewable Energy Portfolio Standards and in project financing and the role of financial incentives. The Renewable Policy Director will work under the supervision of the Division Director. Specific responsibilities will initially include leading the Division’s commitments to the implementation of the Clean Energy and Climate Plan under the Global Warming Solutions Act, serving on the steering committee of the regional Low Carbon Fuels Standard program development and other policy initiatives to support biofuels and alternative transportation, assisting the Director in evaluating and establishing policies to support the growth of the renewable thermal markets in the Commonwealth, and assisting the Director in evaluation of and enhancements to the RPS programs including the Solar Carve-Out. The Renewable Policy Director will be responsible for maintaining knowledge of other state and federal policies and programs. The Renewable Policy Director will be responsible for identifying and preparing technical portions of grants, RFPs, and contracts that support the Division’s work. To accomplish these responsibilities, the Renewable Policy Director will need to work effectively with colleagues in the other Divisions of DOER, and with colleagues in other agencies of the Executive Office of Environmental Affairs. The Renewable Policy Director must demonstrate the level of professionalism, ethics, and prudency necessary of public officials in working within the state government and with stakeholders in the NGO and for-profit sectors. MAJOR RESPONSIBILITY AREAS #Manage implementation of Division’s responsibilities to Clean Energy and Climate Plan #Support analysis of Renewable Thermal policy development #Provide evaluation and policy analysis of Renewable Energy Portfolio Standard programs and potential regulatory enhancements #Lead DOER staff participation in regional Low Carbon Fuel Standard and biofuels policy development, and assist with other alternative transportation options. #Maintain working knowledge of other state/federal programs, and provide technical management of Division RFPs, contracts, and grant applications Candidates must hold a masters degree or higher in a relevant field and at least five years of experience that demonstrates the knowledge and skills necessary for this position. Qualifications: MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) five years of full-time, or equivalent part-time, professional, administrative, supervisory or managerial experience in business administration, business management, or public administration and (B) of which at least four years must have been in a supervisory or managerial capacity, or (C) any equivalent combination of the required experience and the substitutions below. Substitutions: I. A Master's or higher degree with a major in business administration, management, public administration, industrial engineering, industrial psychology, or hospital administration may be substituted for a maximum of one year of the required (A) experience.* * Education toward such a degree will be prorated on the basis of the proportion of the requirements actually completed. SPECIAL REQUIREMENTS: None. Preferred Qualifications: The candidate shall have specific experience in renewable energy and demonstrate a strong understanding of the technologies, markets, and financing. The candidate shall demonstrate strong analytical skills applied to technology and policy analysis and provide excellent computer spreadsheet and modeling capabilities. The candidate shall demonstrate at least a basic understanding of the engineering principles of thermodynamics and electric power, and strong capabilities in economic principles of lifecycle and cost/benefit analysis, as well as project financing and the role of debt and equity and investment decisions. Candidates with renewable energy project development or financing in the private sector are encouraged to apply. Comments: Salary is commensurate with experience. How To Apply: Please mail cover letter and resume to: :Dwayne Breger :Director, Renewable & Alternative Energy Development :Department of Energy Resources :100 Cambridge Street, Suite 1020 :Boston, MA 02114 ---- c70ncjd1352n2vh129jx6qtx4mn6yl0 0 703 1374 2012-07-23T22:37:16Z Greis>Michael 0 Created page with '__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/EBI Consulting Environmental Sales Account Executive/Notes|Notes]] *Posting :*[http:…' 1374 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/EBI Consulting Environmental Sales Account Executive/Notes|Notes]] *Posting :*[http://www.linkedin.com/jobs?viewJob=&jobId=3398630&srchIndex=13&trk=njsrch_hits&goback=.fjd_3258600_1_true_*2_*2_*2_*2_*2_*2_*2_*2_*2 LinkedIn] :*July, 2012 === Posting === *Job Number: #28111 *Location: Burlington, MA As a successful Environmental Services Account Executive, you will add to the growth of our company overall, by building value for our solutions and increasing revenues through renewable business relationships. The Environmental Services Account Executive sells environmental, health, safety and sustainability consulting services to clientele within a defined geographic region. You will be responsible for driving new business opportunities to support the strategic growth and expansion in a targeted marketplace. You will identify, develop and present environmental service solutions that best meet our clients' strategic business needs. Utilizing effective consultative sales and servicing strategies, you will be responsible for managing and cultivating new business opportunities for the development of long-term business partnerships by creating superior value for our clients. Key Responsibilities Include· Effective penetration and expansion of specific vertical industry markets to create a strong client base Leveraging resources and relationships to forge new consultative client business relationships Conducting direct business-to-business sales, business-to-business cold calling, and phone based business-to-business prospecting resulting in successfully obtaining customer appointments. Application of critical thinking, creativity and effective business communication skills to identify key client needs and formulate appropriate EBI solutions Exercising effective consultative sales strategies and closing techniques to successfully achieve sales and performance goals monthly, quarterly, and annually Desired Skills & Experience Requirements· Bachelor's degree in Business or related field of study · Minimum 4-5 years demonstrated successful experience with consultative sales and business development within the environmental services consulting industry.· Demonstrated prior experience with pharmaceutical, biotechnology, and healthcare client markets· Expertise in one or more non-remediation based EH&S technical area· Ability to balance development of new business while maintaining existing client base· Strong negotiation skills; ability to drive decision-making · Strong collaboration skills; ability to facilitate service team approach to ensure customer satisfaction and follow-through · Capacity to apply critical thinking, creativity and effective business communication skills to identify critical client needs and formulate appropriate EBI solutions· Maintain a high profile externally and through membership/ attendance in industry and professional functions, continually increasing contact base· Unyielding drive to close high revenue and long-term business relationships· A creative, entrepreneurial spirit with a high level of business expertise and acumen· Strong knowledge of PC software programs, e.g., word processing, spreadsheets, database management, E-mail and Customer Relationship Management programs · Ability to work independently; effective time management skills, with strong organization and prioritization abilities Other Knowledge, Skills or Certifications Preferred· Recognizes relationship networks, stake holder influence and strategic value· Conducts formal presentations· Understands the competitive landscape in the local area· Understands "Green" influences and sustainability concepts applicable to target markets Education Requirements Bachelor's degree in Business or related field of study Benefits EBI offers competitive compensation, bonus opportunities, group medical & dental insurance, 401k plan with employer contribution, tuition reimbursement, paid vacation, and progressive career opportunities. EOE M/W/D/V Submittal Please submit a resume and cover letter in Word or PDF format via email to jobs@ebiconsulting.com. You must include the following information: •Reference job #28111, job title and resource •Brief summary of past related experience (highlight your experience as it relates to our need & industry) •List of your education credentials and professional registrations •Salary history •Principals only. Recruiters, please don't contact this job poster. •Please, no phone calls about this job! •Please do not contact job poster about other services, products or commercial interests Company Description EBI Consulting is a leading Environmental Health Safety & Sustainability (EHS&S) Management Consulting firm for the most prominent real estate, finance, global investment, and commercial banking companies such as Bank of America, Hancock Insurance, Prudential, J.P. Morgan, and Goldman Sachs. In addition, EBI is among the top ten providers of environmental, civil, and structural engineering support to telecommunications companies, including Verizon, AT&T, Sprint, and metroPCS. EBI provides Environmental Health, Safety, & Sustainability services to major pharmaceutical and biotechnology firms, hospitals, and other industrial and institutional organizations such as EMD Serono, Beth Israel Deaconess Medical Center, Rohm & Haas, and Genzyme Corporation. EBI has grown and has been profitable for more than 15 years, has no indebtedness to banks or outside investors, and is currently investing in new technologies and personnel with the primary objective of improving profitability for its clients. Additional Information Posted: July 17, 2012 Type: Full-time Experience: Mid-Senior level Functions: Business Development Industries: Environmental Services Job ID: 3398630 ---- fb3pgk80ciiwaemfb3jjzpzhbf2k6nu 1375 1374 2024-05-24T04:57:43Z Michael 1 1 revision imported 1374 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/EBI Consulting Environmental Sales Account Executive/Notes|Notes]] *Posting :*[http://www.linkedin.com/jobs?viewJob=&jobId=3398630&srchIndex=13&trk=njsrch_hits&goback=.fjd_3258600_1_true_*2_*2_*2_*2_*2_*2_*2_*2_*2 LinkedIn] :*July, 2012 === Posting === *Job Number: #28111 *Location: Burlington, MA As a successful Environmental Services Account Executive, you will add to the growth of our company overall, by building value for our solutions and increasing revenues through renewable business relationships. The Environmental Services Account Executive sells environmental, health, safety and sustainability consulting services to clientele within a defined geographic region. You will be responsible for driving new business opportunities to support the strategic growth and expansion in a targeted marketplace. You will identify, develop and present environmental service solutions that best meet our clients' strategic business needs. Utilizing effective consultative sales and servicing strategies, you will be responsible for managing and cultivating new business opportunities for the development of long-term business partnerships by creating superior value for our clients. Key Responsibilities Include· Effective penetration and expansion of specific vertical industry markets to create a strong client base Leveraging resources and relationships to forge new consultative client business relationships Conducting direct business-to-business sales, business-to-business cold calling, and phone based business-to-business prospecting resulting in successfully obtaining customer appointments. Application of critical thinking, creativity and effective business communication skills to identify key client needs and formulate appropriate EBI solutions Exercising effective consultative sales strategies and closing techniques to successfully achieve sales and performance goals monthly, quarterly, and annually Desired Skills & Experience Requirements· Bachelor's degree in Business or related field of study · Minimum 4-5 years demonstrated successful experience with consultative sales and business development within the environmental services consulting industry.· Demonstrated prior experience with pharmaceutical, biotechnology, and healthcare client markets· Expertise in one or more non-remediation based EH&S technical area· Ability to balance development of new business while maintaining existing client base· Strong negotiation skills; ability to drive decision-making · Strong collaboration skills; ability to facilitate service team approach to ensure customer satisfaction and follow-through · Capacity to apply critical thinking, creativity and effective business communication skills to identify critical client needs and formulate appropriate EBI solutions· Maintain a high profile externally and through membership/ attendance in industry and professional functions, continually increasing contact base· Unyielding drive to close high revenue and long-term business relationships· A creative, entrepreneurial spirit with a high level of business expertise and acumen· Strong knowledge of PC software programs, e.g., word processing, spreadsheets, database management, E-mail and Customer Relationship Management programs · Ability to work independently; effective time management skills, with strong organization and prioritization abilities Other Knowledge, Skills or Certifications Preferred· Recognizes relationship networks, stake holder influence and strategic value· Conducts formal presentations· Understands the competitive landscape in the local area· Understands "Green" influences and sustainability concepts applicable to target markets Education Requirements Bachelor's degree in Business or related field of study Benefits EBI offers competitive compensation, bonus opportunities, group medical & dental insurance, 401k plan with employer contribution, tuition reimbursement, paid vacation, and progressive career opportunities. EOE M/W/D/V Submittal Please submit a resume and cover letter in Word or PDF format via email to jobs@ebiconsulting.com. You must include the following information: •Reference job #28111, job title and resource •Brief summary of past related experience (highlight your experience as it relates to our need & industry) •List of your education credentials and professional registrations •Salary history •Principals only. Recruiters, please don't contact this job poster. •Please, no phone calls about this job! •Please do not contact job poster about other services, products or commercial interests Company Description EBI Consulting is a leading Environmental Health Safety & Sustainability (EHS&S) Management Consulting firm for the most prominent real estate, finance, global investment, and commercial banking companies such as Bank of America, Hancock Insurance, Prudential, J.P. Morgan, and Goldman Sachs. In addition, EBI is among the top ten providers of environmental, civil, and structural engineering support to telecommunications companies, including Verizon, AT&T, Sprint, and metroPCS. EBI provides Environmental Health, Safety, & Sustainability services to major pharmaceutical and biotechnology firms, hospitals, and other industrial and institutional organizations such as EMD Serono, Beth Israel Deaconess Medical Center, Rohm & Haas, and Genzyme Corporation. EBI has grown and has been profitable for more than 15 years, has no indebtedness to banks or outside investors, and is currently investing in new technologies and personnel with the primary objective of improving profitability for its clients. Additional Information Posted: July 17, 2012 Type: Full-time Experience: Mid-Senior level Functions: Business Development Industries: Environmental Services Job ID: 3398630 ---- fb3pgk80ciiwaemfb3jjzpzhbf2k6nu 0 704 1376 2019-03-13T16:04:47Z Greis>Michael 0 1376 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] :*Appears to be lower-level position than Strategy Specialist position already applied for. :*{{hct|2019-02}} - Suggested again by Dave Visco ::*He checked with Sheffield Haworth and they were again looking for someone in the industry for this one. === Posting === *Posting :*[https://eatonvance.wd5.myworkdayjobs.com/en-US/Professional/job/Massachusetts-Office-Boston/ESG-Research-Advisor_JR002522-1?source=Indeed.com Eaton Vance Careers] - found through Indeed.com :*Posted [[event date::2018-11-13]] <u>Basic Purpose</u>: Calvert Research & Management, a leading ESG investment firm, based in Washington DC, is looking for a Boston-based professional to serve as a central point of contact between Calvert’s ESG Research team based in Washington, DC and Calvert and Eaton Vance investment teams based in Boston. The ideal candidate has at least 10 years’ experience in the asset management industry, strong communication and interpersonal skills, familiarity with equity and debt markets, and working with professional investors. Experience integrating ESG in investment processes is also strongly preferred. <u>Primary Responsibilities</u>: *Develop comprehensive knowledge of Calvert’s ESG research products *Facilitate communication and training on Calvert’s ESG research products for EVM Equity, EVM Income, Atlanta Capital, and potentially other EVC affiliates. *Serve as central point of contact for EVM portfolio managers and analysts on Calvert ESG research products. *Respond to bespoke requests from EVM portfolio managers and analysts on ESG research and ensure timely follow through. *Join Calvert meetings as assigned by the Director of ESG Investment Research *Join EVM Equity and Income meetings in-person as directed by senior leadership *Stay abreast of ESG research reports from external sources including brokerage firms. Disseminate interesting insights throughout Calvert and EVM. *Attend ESG investment conferences. *Potential involvement in client/prospect meetings when ESG integration is being discussed. <u>Job Requirements</u>: *Bachelor’s degree required, graduate degree a plus *At least 10 years’ experience in the asset management industry, strong communication and interpersonal skills, familiarity with equity and debt markets, and working with professional investors *Ability to undertake regular travel to Calvert’s offices in Washington, DC *Strong time management and organizational skills that reflect an ability to prioritize and perform multiple tasks with attention to detail *Strong listening and communication skills suited for working collaboratively with a broad range of individuals and effectively interacting with colleagues both in the office and in remote locations, with external partners, and with clients *Self-starter with a high level of energy, professionalism and desire to learn ---- i10tptnwlobv20uqbfb67yira7ioxao 1377 1376 2024-05-24T04:57:43Z Michael 1 1 revision imported 1376 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] :*Appears to be lower-level position than Strategy Specialist position already applied for. :*{{hct|2019-02}} - Suggested again by Dave Visco ::*He checked with Sheffield Haworth and they were again looking for someone in the industry for this one. === Posting === *Posting :*[https://eatonvance.wd5.myworkdayjobs.com/en-US/Professional/job/Massachusetts-Office-Boston/ESG-Research-Advisor_JR002522-1?source=Indeed.com Eaton Vance Careers] - found through Indeed.com :*Posted [[event date::2018-11-13]] <u>Basic Purpose</u>: Calvert Research & Management, a leading ESG investment firm, based in Washington DC, is looking for a Boston-based professional to serve as a central point of contact between Calvert’s ESG Research team based in Washington, DC and Calvert and Eaton Vance investment teams based in Boston. The ideal candidate has at least 10 years’ experience in the asset management industry, strong communication and interpersonal skills, familiarity with equity and debt markets, and working with professional investors. Experience integrating ESG in investment processes is also strongly preferred. <u>Primary Responsibilities</u>: *Develop comprehensive knowledge of Calvert’s ESG research products *Facilitate communication and training on Calvert’s ESG research products for EVM Equity, EVM Income, Atlanta Capital, and potentially other EVC affiliates. *Serve as central point of contact for EVM portfolio managers and analysts on Calvert ESG research products. *Respond to bespoke requests from EVM portfolio managers and analysts on ESG research and ensure timely follow through. *Join Calvert meetings as assigned by the Director of ESG Investment Research *Join EVM Equity and Income meetings in-person as directed by senior leadership *Stay abreast of ESG research reports from external sources including brokerage firms. Disseminate interesting insights throughout Calvert and EVM. *Attend ESG investment conferences. *Potential involvement in client/prospect meetings when ESG integration is being discussed. <u>Job Requirements</u>: *Bachelor’s degree required, graduate degree a plus *At least 10 years’ experience in the asset management industry, strong communication and interpersonal skills, familiarity with equity and debt markets, and working with professional investors *Ability to undertake regular travel to Calvert’s offices in Washington, DC *Strong time management and organizational skills that reflect an ability to prioritize and perform multiple tasks with attention to detail *Strong listening and communication skills suited for working collaboratively with a broad range of individuals and effectively interacting with colleagues both in the office and in remote locations, with external partners, and with clients *Self-starter with a high level of energy, professionalism and desire to learn ---- i10tptnwlobv20uqbfb67yira7ioxao 0 705 1378 2019-03-13T16:02:24Z Greis>Michael 0 1378 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNG]] *Applied - [[activity date::2018-09-19]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] === Posting === *Posting :*[https://careers.cfainstitute.org/job/8954587/responsible-investment-strategy-specialist-location-anywhere-in-us-70-percent-travel/ CFAi web site] :*Reference: '''JR002441''' :*Posted [[event date::2018-09-10]] :*Open until 2018-10-10 By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success! <u>Basic Purpose</u>: The Responsible Investment Strategy Specialist conveys knowledge and expertise on all Calvert investment products to regional business units and external clients by communicating timely and pertinent general market, product specific information and education around Responsible Investing. Creates a bridge from portfolio management to both the sales force and marketing team that enhances product and market intelligence. Acting as a “proxy” for portfolio managers, the Specialist meets with clients, prospects, and/or intermediaries to explain the firm’s Responsible Investing philosophy, process, and the performance of specific investment products; and to provide updates on overall financial market performance, economic trends and the team’s economic outlook. This role will primarily support the Advisor Services Group (RIA) and Institutional channels, along with home office research teams, and is responsible for all aspects of assigned Responsible Investing product categories. The Specialist will act as the interface with certain focus investment teams and become a Responsible Investing product champion, responsible for positioning, content management and ongoing communication and training of Responsible and Sustainable Investing strategies to all sales channels. <u>Primary Responsibilities</u>: *Support regional sales channels, Global Relationship Managers (GRMs), and consultant relations with regular Responsible Investing product and market updates. *Support regional external sales personnel and/or GRMs in the field as the Specialist capable of speaking to existing and/or potential clients in place of the Portfolio Manager. *Participate, as possible, in product applicable portfolio management and other relevant meetings. *Support regional sales channels in hosting conference calls in support of focus Responsible Investing topics and products. *Ongoing training of regional client facing individuals in depth on focus strategies. *Assist in production of regular product commentary on focus strategies in conjunction with Portfolio Management teams and PPSG. *Assist in coordination of response to Responsible Investing news articles and topical issues providing the sales force with a timely focused message or response on these items. *Assist in coordination with EVD Marketing and the PPSG team on broad Marketing Department Responsible Investing projects. <u>Job Requirements</u>: *Minimum 7 years of related experience with investment manager in product management, client service or investment related role. *Experience in a client service/business development role within the financial services industry, either on the institutional or retail sides *Experience managing and/or analyzing Responsible Investing products preferred *Demonstrate strong analytical, investment and quantitative skills that can be used to analyze Responsible Investing and portfolio structure. *Bachelor’s degree required, MBA and/or CFA preferred. *Series 7 and 63 required. *70% travel is required. *Strong attention to detail. *Strong written and oral communication skills ---- gt5nfb8b5fy7k8qvkihzzdo23ccb7ey 1379 1378 2024-05-24T04:57:43Z Michael 1 1 revision imported 1378 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNG]] *Applied - [[activity date::2018-09-19]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] === Posting === *Posting :*[https://careers.cfainstitute.org/job/8954587/responsible-investment-strategy-specialist-location-anywhere-in-us-70-percent-travel/ CFAi web site] :*Reference: '''JR002441''' :*Posted [[event date::2018-09-10]] :*Open until 2018-10-10 By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success! <u>Basic Purpose</u>: The Responsible Investment Strategy Specialist conveys knowledge and expertise on all Calvert investment products to regional business units and external clients by communicating timely and pertinent general market, product specific information and education around Responsible Investing. Creates a bridge from portfolio management to both the sales force and marketing team that enhances product and market intelligence. Acting as a “proxy” for portfolio managers, the Specialist meets with clients, prospects, and/or intermediaries to explain the firm’s Responsible Investing philosophy, process, and the performance of specific investment products; and to provide updates on overall financial market performance, economic trends and the team’s economic outlook. This role will primarily support the Advisor Services Group (RIA) and Institutional channels, along with home office research teams, and is responsible for all aspects of assigned Responsible Investing product categories. The Specialist will act as the interface with certain focus investment teams and become a Responsible Investing product champion, responsible for positioning, content management and ongoing communication and training of Responsible and Sustainable Investing strategies to all sales channels. <u>Primary Responsibilities</u>: *Support regional sales channels, Global Relationship Managers (GRMs), and consultant relations with regular Responsible Investing product and market updates. *Support regional external sales personnel and/or GRMs in the field as the Specialist capable of speaking to existing and/or potential clients in place of the Portfolio Manager. *Participate, as possible, in product applicable portfolio management and other relevant meetings. *Support regional sales channels in hosting conference calls in support of focus Responsible Investing topics and products. *Ongoing training of regional client facing individuals in depth on focus strategies. *Assist in production of regular product commentary on focus strategies in conjunction with Portfolio Management teams and PPSG. *Assist in coordination of response to Responsible Investing news articles and topical issues providing the sales force with a timely focused message or response on these items. *Assist in coordination with EVD Marketing and the PPSG team on broad Marketing Department Responsible Investing projects. <u>Job Requirements</u>: *Minimum 7 years of related experience with investment manager in product management, client service or investment related role. *Experience in a client service/business development role within the financial services industry, either on the institutional or retail sides *Experience managing and/or analyzing Responsible Investing products preferred *Demonstrate strong analytical, investment and quantitative skills that can be used to analyze Responsible Investing and portfolio structure. *Bachelor’s degree required, MBA and/or CFA preferred. *Series 7 and 63 required. *70% travel is required. *Strong attention to detail. *Strong written and oral communication skills ---- gt5nfb8b5fy7k8qvkihzzdo23ccb7ey 0 706 1380 2019-03-13T16:08:08Z Greis>Michael 0 /* Notes */ 1380 wikitext text/x-wiki == Outline notes for cover letter == *This job is a perfect fit for me *Developed and used the skills required over my whole career *Have built a reputation as a knowledgeable and passionate champion for responsible investing (SI) *Two sets of core skills :*Sustainable Investing :*Role/function focused - bridge between portfolio management and sales/marketing *The job description I would have written for a firm *Worked on mainstreaming sustainable investing over the last 8-10 years to move firms to the point of needing someone in this position *Now that you have created it, I would like to fill it *Mainstreaming sustainable investing has been my (professional) focus and my passion. *Have built expertise, a reputation and a network *Put that to work for Eaton Vance == Notes == Eaton Vance Responsible Investment Strategy Specialist #project *JohnStreur #waiting :*Follow up with phone call to his office? :*LPM on his voicemal 10/16 :*Note 9/25 - No response from John himself; received a LinkedIn invitation to connect. Automated? *Yana Barton :*Meeting with Yana 10/23 #notes ::*Other names :::*Payson Swaffield, CIO Fixed income. WIMN Senior Advisory Group :::*Robin Tice (ref Yana) for SI event opportunities ::*Yana researched the posting ::*Bob (?) in H/R ::*Hire may be by Eddie (CIO) :::*4 1/2 years at Eaton Vance ::*Not sure Eaton Vance knows exactly what it wants/needs :::*Getting in to have that conversation would be helpful and a way for me to stand out ::*Impressed by my commitment to space, &quot;in my DNA&quot; ::*Credentials (CFA) to connect fundamental teams in EV with ESG teams ::*Suggests I think about what I would do to integrate ESG/Calvert into EV :::*Not an add-on ::*Eaton Vance :::*People have long tenures :::*Firm conservative and proud of its long heritage but open and eager innovate ::*Will try to get me in for conversations :*Intro from Stephanie ::*Responded with resume & cover ::*Active with society ::*Very engaged, interested with initial women's initiative; she is active in a group at EV *Eileen Durey :*Knows Yana well. Will follow up with Yana after our 10/29 programs committee meeting :*Observations on Eddie (CIO, Eileen referred to her as &quot;head of group&quot;) ::*Nice, but &quot;odd&quot;. ::*Never shed the Goldman Sachs persona ::*But very much a team player - that is a strong part of the EV culture; :*Strong team environment at EV will be very helpful to success of position :*Likes Yana's co-PM - engage him in our outreach for WIMN programs *#GeorgeSerafeim #waiting :*Connect me with #JohnStreur and/or others *Other Calvert/Eaton Vance execs/possible contacts :*Vicki Benjamin - President, Calvert (previously CFO & COO) ::https://www.linkedin.com/in/vickibenjamin/ :*Jennifer Pryce - President, Calvert Impact Capital ::https://www.linkedin.com/in/jennifer-pryce-71456936/ *Sheffield-Haworth, firm handling the search for EV :*Call with #LouisDemetro, Sheffield-Haworth 2018-11-14 ::*white space ::*depends on the person - how it shakes out ::*bridge foro calert and eaton vance ::*Calver's role across ::*research hub - EV PM & analyst -distribute research, make s ur eeryone onIV awre and looking at research ::*integrate across patform ::*someone who can be clientfacing, meetings with clients ::*update call on Friday with Ev. Stil figuring out what reporting lines will be ::*Will work for a Calvert person, paid by EV ::* Calvert Culture - academic - :::*head of Milado - US Treasurey :::*not sharp elbows :::*initiative :::*not bureaucratic :::*Chris Nandy, London ::*get calvert and ESG in front of EV PM's and platforms ::*leadership in IC and materials :*Follow up call with #LouisDemetro 2019-01-15 ::*Update on the process ::*Things have progressed a bit some with EV ::*Shift in the search - moving toward final stages with a few people ::*Very keen on someone with a direct investing background :::*Pure investment people - analysts & PMs :::*someone who can work with 140 PMs and analysts :::*someone who ran money may be better able to communicate :::*people who have tilted toward ESG within last few years :::*people with lighter ESG background :::*he thought there would be more flexibile when they started ::*narrowed it to short list toward the final.. :*May be starting a few other things.... ::*CEO in Boston area 9mh6r8jsvx5uuvxyf9vb1s2myfmj9jr 1381 1380 2024-05-24T04:57:43Z Michael 1 1 revision imported 1380 wikitext text/x-wiki == Outline notes for cover letter == *This job is a perfect fit for me *Developed and used the skills required over my whole career *Have built a reputation as a knowledgeable and passionate champion for responsible investing (SI) *Two sets of core skills :*Sustainable Investing :*Role/function focused - bridge between portfolio management and sales/marketing *The job description I would have written for a firm *Worked on mainstreaming sustainable investing over the last 8-10 years to move firms to the point of needing someone in this position *Now that you have created it, I would like to fill it *Mainstreaming sustainable investing has been my (professional) focus and my passion. *Have built expertise, a reputation and a network *Put that to work for Eaton Vance == Notes == Eaton Vance Responsible Investment Strategy Specialist #project *JohnStreur #waiting :*Follow up with phone call to his office? :*LPM on his voicemal 10/16 :*Note 9/25 - No response from John himself; received a LinkedIn invitation to connect. Automated? *Yana Barton :*Meeting with Yana 10/23 #notes ::*Other names :::*Payson Swaffield, CIO Fixed income. WIMN Senior Advisory Group :::*Robin Tice (ref Yana) for SI event opportunities ::*Yana researched the posting ::*Bob (?) in H/R ::*Hire may be by Eddie (CIO) :::*4 1/2 years at Eaton Vance ::*Not sure Eaton Vance knows exactly what it wants/needs :::*Getting in to have that conversation would be helpful and a way for me to stand out ::*Impressed by my commitment to space, &quot;in my DNA&quot; ::*Credentials (CFA) to connect fundamental teams in EV with ESG teams ::*Suggests I think about what I would do to integrate ESG/Calvert into EV :::*Not an add-on ::*Eaton Vance :::*People have long tenures :::*Firm conservative and proud of its long heritage but open and eager innovate ::*Will try to get me in for conversations :*Intro from Stephanie ::*Responded with resume & cover ::*Active with society ::*Very engaged, interested with initial women's initiative; she is active in a group at EV *Eileen Durey :*Knows Yana well. Will follow up with Yana after our 10/29 programs committee meeting :*Observations on Eddie (CIO, Eileen referred to her as &quot;head of group&quot;) ::*Nice, but &quot;odd&quot;. ::*Never shed the Goldman Sachs persona ::*But very much a team player - that is a strong part of the EV culture; :*Strong team environment at EV will be very helpful to success of position :*Likes Yana's co-PM - engage him in our outreach for WIMN programs *#GeorgeSerafeim #waiting :*Connect me with #JohnStreur and/or others *Other Calvert/Eaton Vance execs/possible contacts :*Vicki Benjamin - President, Calvert (previously CFO & COO) ::https://www.linkedin.com/in/vickibenjamin/ :*Jennifer Pryce - President, Calvert Impact Capital ::https://www.linkedin.com/in/jennifer-pryce-71456936/ *Sheffield-Haworth, firm handling the search for EV :*Call with #LouisDemetro, Sheffield-Haworth 2018-11-14 ::*white space ::*depends on the person - how it shakes out ::*bridge foro calert and eaton vance ::*Calver's role across ::*research hub - EV PM & analyst -distribute research, make s ur eeryone onIV awre and looking at research ::*integrate across patform ::*someone who can be clientfacing, meetings with clients ::*update call on Friday with Ev. Stil figuring out what reporting lines will be ::*Will work for a Calvert person, paid by EV ::* Calvert Culture - academic - :::*head of Milado - US Treasurey :::*not sharp elbows :::*initiative :::*not bureaucratic :::*Chris Nandy, London ::*get calvert and ESG in front of EV PM's and platforms ::*leadership in IC and materials :*Follow up call with #LouisDemetro 2019-01-15 ::*Update on the process ::*Things have progressed a bit some with EV ::*Shift in the search - moving toward final stages with a few people ::*Very keen on someone with a direct investing background :::*Pure investment people - analysts & PMs :::*someone who can work with 140 PMs and analysts :::*someone who ran money may be better able to communicate :::*people who have tilted toward ESG within last few years :::*people with lighter ESG background :::*he thought there would be more flexibile when they started ::*narrowed it to short list toward the final.. :*May be starting a few other things.... ::*CEO in Boston area 9mh6r8jsvx5uuvxyf9vb1s2myfmj9jr 0 707 1382 2020-09-01T15:33:11Z Greis>Michael 0 1382 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNG]] *Applied - [[activity date::2020-08-28]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://eatonvance.wd5.myworkdayjobs.com/en-US/Professional/job/Boston-MA-Office/Responsible-Investments-Product-Manager_JR004344 EV Careers page posting] :*Posted [[event date::2020-08-03]] ::*Posted to BASIC listserv === Posting === {{unc | C:/Documents/Career/Opportunities/Responsible Investments Product Manager.docx | Position Description}} - \Documents\Career\Opportunities/Responsible Investments Product Manager.docx ---- 4kjoglns9xejahiurwh3hnsp8kg2sf5 1383 1382 2024-05-24T04:57:43Z Michael 1 1 revision imported 1382 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNG]] *Applied - [[activity date::2020-08-28]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://eatonvance.wd5.myworkdayjobs.com/en-US/Professional/job/Boston-MA-Office/Responsible-Investments-Product-Manager_JR004344 EV Careers page posting] :*Posted [[event date::2020-08-03]] ::*Posted to BASIC listserv === Posting === {{unc | C:/Documents/Career/Opportunities/Responsible Investments Product Manager.docx | Position Description}} - \Documents\Career\Opportunities/Responsible Investments Product Manager.docx ---- 4kjoglns9xejahiurwh3hnsp8kg2sf5 0 708 1384 2020-09-01T15:17:46Z Greis>Michael 0 Created page with "== 2020-08-28 == e-mail exchange with '''Jessica Derman''', EV talent acquisition - this position targets someone with around 5 years experience. I would be too senior for th..." 1384 wikitext text/x-wiki == 2020-08-28 == e-mail exchange with '''Jessica Derman''', EV talent acquisition - this position targets someone with around 5 years experience. I would be too senior for this role. *Not surprising based on write-up - but still worth following up *Talked with '''Eileen Durey''' *Reached out to '''Yana Barton''', but did not hear back iq796nyzoek9j0vjjt6cvch1wm914aw 1385 1384 2024-05-24T04:57:43Z Michael 1 1 revision imported 1384 wikitext text/x-wiki == 2020-08-28 == e-mail exchange with '''Jessica Derman''', EV talent acquisition - this position targets someone with around 5 years experience. I would be too senior for this role. *Not surprising based on write-up - but still worth following up *Talked with '''Eileen Durey''' *Reached out to '''Yana Barton''', but did not hear back iq796nyzoek9j0vjjt6cvch1wm914aw 0 709 1386 2011-09-30T12:32:51Z Greis>Michael 0 Created page with '__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Energy Mfg Investor Relations/Notes|Notes]] *Posting :*[http://jobview.monster.com/D…' 1386 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Energy Mfg Investor Relations/Notes|Notes]] *Posting :*[http://jobview.monster.com/Director-Investor-Relations-Job-Waltham-MA-US-102341304.aspx Monster] :*September, 2011 === Posting === '''Position Overview''' Our company is a publically traded manufacturer in the energy sector.​ We currently employ over 2,000 people globally.​ '''Primary responsibilities''' *Support long term capital markets activities, including public debt financings.​ Prior experience with bank and debt capital markets and documentation a plus, but opportunity to learn for right candidate.​ *Write press releases and manage approval chain.​ Manage distribution of releases to ensure timely disclosure.​ *Prepare script for annual shareholders meeting and participate in management of activities relating to the meeting.​ *Help shape the company’s message to its investing publics.​ *Serve as primary contact and spokesperson to the investment community.​ *Effectively communicate the company’s message to its investing publics in person and through various mediums such as web page.​ *Monitor, prioritize, recommend and participate in various energy conferences, non-deal road shows, conference calls and in-house meeting opportunities, making best use of senior management time.​ Travel as needed -- currently about 15%​ - 30%​ of time.​ *Monitor approximately 40 analyst recommendations on the company through FirstCall and other sources and report to senior management as appropriate.​ *Monitor institutional ownership, trading trends and target investors.​ *Work with senior management and others to prepare effective presentations for energy conferences and road shows.​ *Assist with quarterly earnings calls, including content development and other logistics.​ *Maintain contact list of both buy and sell side analysts, including notes regarding prior meetings.​ *Prepare and issue monthly operating reports to investment community.​ *Prepare and issue internal weekly Industry Status report.​ *Serve as primary media contact and, as appropriate, spokesperson.​ *Serve as Editor of bi-annual company magazine with both internal and external distribution.​ Develop content, manage outside design/​writing team, edit and re-write copy as required, manage approval and production process.​ Significant experience with corporate publications, both in writing and production, a definite plus.​ *Develop content, manage outside design team and approval process, and production for Annual Report.​ Ensure timely distribution.​ *Oversee company web site and, as appropriate, update content.​ *Prepare and manage annual corporate communications/​investor relations budget.​ '''Education/​Experience''' *Must possess an MBA with 5-7 years of overall experience in cash management, pension management, capital markets, and/​ or corporate finance in a corporate or a banking environment.​ *Strong analytical, financial and systems skills are required.​ *Experience working in global business environment a plus.​ *Certified Treasury Professional designation is a plus.​ *Familiarity with ORACLE is a plus.​ ---- g6t31c0wkbvtvqx8gtrn02vtca0rd2z 1387 1386 2024-05-24T04:57:43Z Michael 1 1 revision imported 1386 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Energy Mfg Investor Relations/Notes|Notes]] *Posting :*[http://jobview.monster.com/Director-Investor-Relations-Job-Waltham-MA-US-102341304.aspx Monster] :*September, 2011 === Posting === '''Position Overview''' Our company is a publically traded manufacturer in the energy sector.​ We currently employ over 2,000 people globally.​ '''Primary responsibilities''' *Support long term capital markets activities, including public debt financings.​ Prior experience with bank and debt capital markets and documentation a plus, but opportunity to learn for right candidate.​ *Write press releases and manage approval chain.​ Manage distribution of releases to ensure timely disclosure.​ *Prepare script for annual shareholders meeting and participate in management of activities relating to the meeting.​ *Help shape the company’s message to its investing publics.​ *Serve as primary contact and spokesperson to the investment community.​ *Effectively communicate the company’s message to its investing publics in person and through various mediums such as web page.​ *Monitor, prioritize, recommend and participate in various energy conferences, non-deal road shows, conference calls and in-house meeting opportunities, making best use of senior management time.​ Travel as needed -- currently about 15%​ - 30%​ of time.​ *Monitor approximately 40 analyst recommendations on the company through FirstCall and other sources and report to senior management as appropriate.​ *Monitor institutional ownership, trading trends and target investors.​ *Work with senior management and others to prepare effective presentations for energy conferences and road shows.​ *Assist with quarterly earnings calls, including content development and other logistics.​ *Maintain contact list of both buy and sell side analysts, including notes regarding prior meetings.​ *Prepare and issue monthly operating reports to investment community.​ *Prepare and issue internal weekly Industry Status report.​ *Serve as primary media contact and, as appropriate, spokesperson.​ *Serve as Editor of bi-annual company magazine with both internal and external distribution.​ Develop content, manage outside design/​writing team, edit and re-write copy as required, manage approval and production process.​ Significant experience with corporate publications, both in writing and production, a definite plus.​ *Develop content, manage outside design team and approval process, and production for Annual Report.​ Ensure timely distribution.​ *Oversee company web site and, as appropriate, update content.​ *Prepare and manage annual corporate communications/​investor relations budget.​ '''Education/​Experience''' *Must possess an MBA with 5-7 years of overall experience in cash management, pension management, capital markets, and/​ or corporate finance in a corporate or a banking environment.​ *Strong analytical, financial and systems skills are required.​ *Experience working in global business environment a plus.​ *Certified Treasury Professional designation is a plus.​ *Familiarity with ORACLE is a plus.​ ---- g6t31c0wkbvtvqx8gtrn02vtca0rd2z 0 710 1388 2012-08-04T16:06:07Z Greis>Michael 0 1388 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Enernoc Energy Markets Team Lead/Notes|Notes]] *Posting :*[http://www.linkedin.com/jobs?viewJob=&jobId=3504666&trk=eml-anet_dig-b_premjb-ttl-cn&ut=1U81iZMHkSQBk1 LinkedIn] :*August, 2012 === Posting === Job Description EnerNOC, a leading provider of demand response (DR) and energy efficiency (EE) solutions, has an immediate need for an Energy Markets (EM) Team Lead to join our world-class Financial Operations organization. As an EM Team Lead, your primary mission will be to lead a small team managing DR portfolios and executing all activities related to EnerNOC’s participation in our ISO-NE economic and emergency DR programs. The ideal candidate will have excellent knowledge of DR, portfolio management, capacity market strategies, and financial operations. Day-to-day responsibilities will require the EM Team Lead to successfully conduct market planning, drive program improvements, understand all program rules, participate in market development, define system enhancements, and train EM team members on tools and processes. Additionally, the EM Team Lead must possess excellent customer service skills, strong problem solving capabilities, solid analytical experience, as well as the ability to thrive in a flexible, fast-paced, team environment under time-critical, stressful situations. Key Responsibilities: :*Oversee participation in ISO-NE Forward Capacity Market (FCM) and other New England based DR programs :*Manage FCM auction process; from developing strategy to gaining approval from senior management and executing on the plan :*Ensure EnerNOC is in compliance with all ISO-NE Market Rules :*Perform analysis to inform P&L and financial forecasts for ISO-NE DR programs :*Coordinate with Regulatory Affairs on all relevant regulatory issues that impact participation in ISO-NE :*Refine processes for asset registration, reporting, pre-dispatch readiness, and post-dispatch reconciliation :*Coordinate with ISO-NE and internal teams to ensure exceptional data quality for all ISO-NE assets :*Communicate regularly with New England Sales and Operations leadership on various issues :*Drive collaborative efforts with IT, Software Engineering, and Product Management to ensure existing/emerging technical requirements are always met for participating in market programs :*Develop DR provider targeting, outreach, and training strategies to increase/improve program participation :*Report monthly settlement data and coordinate with Finance to ensure timely customer payments and financial settlement :*Develop comprehensive reports and dashboards that track the status of assets in ISO-NE :*Collaborate with EM Market Team Leads and Specialists operating in other DR programs to ensure consistent and scalable EM operations across all DR programs :*Manage one to two Energy Markets Associates and/or Specialists to meet all key responsibilities (delegate tasks, manage day-to-day activities, conduct performance reviews, etc.) Finally, the EM Team Lead will become an expert in EnerNOC’s core operational processes and will develop a deep understanding of the issues surrounding DR portfolio management, load curtailment, emergency backup generation, and DR programs across the world. Desired Skills & Experience Required Qualifications: :*BA/BS with a problem solving, technical, and/or financial focus :*3 - 7 years experience in the energy or electricity industry :*1 - 2 years experience managing a small team :*Desire to learn new technologies :*High level of proficiency in Microsoft Excel :*Excellent oral and written communications skills :*Excellent problem-solving and organizational skills :*Excellent qualitative and quantitative problem solving capability :*Creative thinking skills and demonstrated ability to take the initiative :*Self-motivation and the ability to work in a fast paced, forward moving environment Desired Qualifications: :*MBA or Masters degree with a financial focus :*Experience operating in ISO-NE DR programs :*Experience with Salesforce.com or other CRM system :*Experience with financial portfolio management :*Experience with data analytics/access tools such as Visual Basic, SQL, Microsoft Access, SPSS, and/or R Company Description EnerNOC unlocks the full value of energy management for our utility and commercial, institutional, and industrial (C&I) customers by reducing real-time demand for electricity, increasing energy efficiency, improving energy supply transparency in competitive markets, and mitigating emissions. We accomplish this by delivering world-class energy management applications including DemandSMART™, comprehensive demand response; EfficiencySMART™, data-driven energy efficiency; SupplySMART™, energy price and risk management; and CarbonSMART™, enterprise carbon management. Our Energy Network Operations Center (EnerNOC) supports these applications across thousands of C&I customer sites throughout the world. Using our C&I customers’ energy usage flexibility, we make capacity, energy, ancillary services, and carbon products available to grid operators and our more than 100 utility customers on demand as a cost-effective alternative to traditional power generation, transmission, and distribution. For more information, visit www.enernoc.com. EnerNOC is an Equal Opportunity Employer. Additional Information *Posted: - August 3, 2012 *Type: - Full-time *Experience: - Associate *Functions: - Finance, Other *Industries: -Oil & Energy *Job ID: :3504666 Veteran Commitment ---- gys07twdnr2ey5jogh183hjdotxoiqo 1389 1388 2024-05-24T04:57:43Z Michael 1 1 revision imported 1388 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Enernoc Energy Markets Team Lead/Notes|Notes]] *Posting :*[http://www.linkedin.com/jobs?viewJob=&jobId=3504666&trk=eml-anet_dig-b_premjb-ttl-cn&ut=1U81iZMHkSQBk1 LinkedIn] :*August, 2012 === Posting === Job Description EnerNOC, a leading provider of demand response (DR) and energy efficiency (EE) solutions, has an immediate need for an Energy Markets (EM) Team Lead to join our world-class Financial Operations organization. As an EM Team Lead, your primary mission will be to lead a small team managing DR portfolios and executing all activities related to EnerNOC’s participation in our ISO-NE economic and emergency DR programs. The ideal candidate will have excellent knowledge of DR, portfolio management, capacity market strategies, and financial operations. Day-to-day responsibilities will require the EM Team Lead to successfully conduct market planning, drive program improvements, understand all program rules, participate in market development, define system enhancements, and train EM team members on tools and processes. Additionally, the EM Team Lead must possess excellent customer service skills, strong problem solving capabilities, solid analytical experience, as well as the ability to thrive in a flexible, fast-paced, team environment under time-critical, stressful situations. Key Responsibilities: :*Oversee participation in ISO-NE Forward Capacity Market (FCM) and other New England based DR programs :*Manage FCM auction process; from developing strategy to gaining approval from senior management and executing on the plan :*Ensure EnerNOC is in compliance with all ISO-NE Market Rules :*Perform analysis to inform P&L and financial forecasts for ISO-NE DR programs :*Coordinate with Regulatory Affairs on all relevant regulatory issues that impact participation in ISO-NE :*Refine processes for asset registration, reporting, pre-dispatch readiness, and post-dispatch reconciliation :*Coordinate with ISO-NE and internal teams to ensure exceptional data quality for all ISO-NE assets :*Communicate regularly with New England Sales and Operations leadership on various issues :*Drive collaborative efforts with IT, Software Engineering, and Product Management to ensure existing/emerging technical requirements are always met for participating in market programs :*Develop DR provider targeting, outreach, and training strategies to increase/improve program participation :*Report monthly settlement data and coordinate with Finance to ensure timely customer payments and financial settlement :*Develop comprehensive reports and dashboards that track the status of assets in ISO-NE :*Collaborate with EM Market Team Leads and Specialists operating in other DR programs to ensure consistent and scalable EM operations across all DR programs :*Manage one to two Energy Markets Associates and/or Specialists to meet all key responsibilities (delegate tasks, manage day-to-day activities, conduct performance reviews, etc.) Finally, the EM Team Lead will become an expert in EnerNOC’s core operational processes and will develop a deep understanding of the issues surrounding DR portfolio management, load curtailment, emergency backup generation, and DR programs across the world. Desired Skills & Experience Required Qualifications: :*BA/BS with a problem solving, technical, and/or financial focus :*3 - 7 years experience in the energy or electricity industry :*1 - 2 years experience managing a small team :*Desire to learn new technologies :*High level of proficiency in Microsoft Excel :*Excellent oral and written communications skills :*Excellent problem-solving and organizational skills :*Excellent qualitative and quantitative problem solving capability :*Creative thinking skills and demonstrated ability to take the initiative :*Self-motivation and the ability to work in a fast paced, forward moving environment Desired Qualifications: :*MBA or Masters degree with a financial focus :*Experience operating in ISO-NE DR programs :*Experience with Salesforce.com or other CRM system :*Experience with financial portfolio management :*Experience with data analytics/access tools such as Visual Basic, SQL, Microsoft Access, SPSS, and/or R Company Description EnerNOC unlocks the full value of energy management for our utility and commercial, institutional, and industrial (C&I) customers by reducing real-time demand for electricity, increasing energy efficiency, improving energy supply transparency in competitive markets, and mitigating emissions. We accomplish this by delivering world-class energy management applications including DemandSMART™, comprehensive demand response; EfficiencySMART™, data-driven energy efficiency; SupplySMART™, energy price and risk management; and CarbonSMART™, enterprise carbon management. Our Energy Network Operations Center (EnerNOC) supports these applications across thousands of C&I customer sites throughout the world. Using our C&I customers’ energy usage flexibility, we make capacity, energy, ancillary services, and carbon products available to grid operators and our more than 100 utility customers on demand as a cost-effective alternative to traditional power generation, transmission, and distribution. For more information, visit www.enernoc.com. EnerNOC is an Equal Opportunity Employer. Additional Information *Posted: - August 3, 2012 *Type: - Full-time *Experience: - Associate *Functions: - Finance, Other *Industries: -Oil & Energy *Job ID: :3504666 Veteran Commitment ---- gys07twdnr2ey5jogh183hjdotxoiqo 0 711 1390 2010-09-13T16:51:14Z Greis>Michael 0 Created page with '*Applied - :*Resume :*Cover Letter To apply: please submit your resume and cover letter directly to Derek Popek (dpopek@enernoc.com), referencing “International Marketing M…' 1390 wikitext text/x-wiki *Applied - :*Resume :*Cover Letter To apply: please submit your resume and cover letter directly to Derek Popek (dpopek@enernoc.com), referencing “International Marketing Manager” in the subject line of your email. *Posting - [http://www.enernoc.com/about/jobs/job.php?job_id=168&keepThis=true&TB_iframe=true&height=480&width=700 Enernoc site] - received through NE Clean Energy Council? *Date - End August 2010 == Posting == Job Title: International Marketing Manager - Boston, MA EnerNOC, a leading provider of demand response and energy efficiency solutions, has an immediate need for an International Marketing Manager. In this role, a senior marketer will have the opportunity to leverage their creativity and hunger to find, create and capture attractive business opportunities, develop the global marketing function for a company operating at the forefront of the clean technology industry.. The International Marketing Manager will lead marketing efforts, including achieving market penetration and driving sales volume, in international markets throughout the world through strategic tactics and the execution of ongoing projects according to EnerNOC’s marketing and sales plan. Specifically, the International Marketing Manager will: *Develop and manage strategic marketing initiatives in markets outside North America, including the go-to-market strategy, messaging, positioning, pricing and segmentation *Develop regional customer knowledge through research and analyses of customer, competitor, and industry market developments *Build and manage relationships with regional industry and trade associations to support marketing opportunities *Make strategic decisions for regional customer events, speaking engagements, event attendance, web seminars, and other promotional projects *Manage the development and use of regional marketing collateral *Act as knowledgeable and vocal EnerNOC champion for regional customer needs *Build and manage a remote team of direct reports as EnerNOC’s international presence grows and needs for additional resources arise *Identify and improve process weaknesses while adapting and localizing tools to internally support sales and marketing team productivity *Track marketing progress against goals, identify issues, and recommend and execute on solutions for improvement *Optimize effectiveness of current marketing activities The successful candidate will: *Possess an MBA or BA/BS preferably in engineering, business management, or economics *Possess five or more years of B2B marketing experience, preferably in the energy sector or a related industry *Have a strong interest in foreign cultures *Demonstrate excellent analytical, research, and writing skills and high proficiency in Excel *Be a team player and a proven leader *Be a great written and verbal communicator *Be able to help set the company’s strategic priorities *Be committed to finding, creating and executing winning practical solutions *Feel a deep urgency to ‘get things done’ *Have experience building and managing teams, ideally with contributors based across multiple remote locations, while balancing tactical initiatives and ensuring that individual goals are met *Be flexible and strategic in handling a broad set of priority issues *Enjoy our culture of not taking ourselves too seriously while taking our work very seriously *Have fun with a committed team that is passionate about making our energy industry more efficient, effective, and environmentally sustainable About EnerNOC: EnerNOC unlocks the full value of energy management for our utility and commercial, institutional, and industrial (C&I) customers by reducing real-time demand for electricity, increasing energy efficiency, improving energy supply transparency in competitive markets, and mitigating emissions. We accomplish this by delivering world-class energy management applications including DemandSMART™, comprehensive demand response; SiteSMART™, data-driven energy efficiency; SupplySMART™, energy price and risk management; and CarbonSMART™, enterprise carbon management. Our Energy Network Operations Center (EnerNOC) supports these applications across thousands of C&I customer sites throughout the world. Using our C&I customers’ energy usage flexibility, we make capacity, energy, ancillary services, and carbon products available to grid operators and our more than 100 utility customers on demand as a cost-effective alternative to traditional power generation, transmission, and distribution. For more information, visit www.enernoc.com. EnerNOC is an Equal Opportunity Employer. ---- h3sbsogge0062hr1x9e6jjjt0gntq0a 1391 1390 2024-05-24T04:57:43Z Michael 1 1 revision imported 1390 wikitext text/x-wiki *Applied - :*Resume :*Cover Letter To apply: please submit your resume and cover letter directly to Derek Popek (dpopek@enernoc.com), referencing “International Marketing Manager” in the subject line of your email. *Posting - [http://www.enernoc.com/about/jobs/job.php?job_id=168&keepThis=true&TB_iframe=true&height=480&width=700 Enernoc site] - received through NE Clean Energy Council? *Date - End August 2010 == Posting == Job Title: International Marketing Manager - Boston, MA EnerNOC, a leading provider of demand response and energy efficiency solutions, has an immediate need for an International Marketing Manager. In this role, a senior marketer will have the opportunity to leverage their creativity and hunger to find, create and capture attractive business opportunities, develop the global marketing function for a company operating at the forefront of the clean technology industry.. The International Marketing Manager will lead marketing efforts, including achieving market penetration and driving sales volume, in international markets throughout the world through strategic tactics and the execution of ongoing projects according to EnerNOC’s marketing and sales plan. Specifically, the International Marketing Manager will: *Develop and manage strategic marketing initiatives in markets outside North America, including the go-to-market strategy, messaging, positioning, pricing and segmentation *Develop regional customer knowledge through research and analyses of customer, competitor, and industry market developments *Build and manage relationships with regional industry and trade associations to support marketing opportunities *Make strategic decisions for regional customer events, speaking engagements, event attendance, web seminars, and other promotional projects *Manage the development and use of regional marketing collateral *Act as knowledgeable and vocal EnerNOC champion for regional customer needs *Build and manage a remote team of direct reports as EnerNOC’s international presence grows and needs for additional resources arise *Identify and improve process weaknesses while adapting and localizing tools to internally support sales and marketing team productivity *Track marketing progress against goals, identify issues, and recommend and execute on solutions for improvement *Optimize effectiveness of current marketing activities The successful candidate will: *Possess an MBA or BA/BS preferably in engineering, business management, or economics *Possess five or more years of B2B marketing experience, preferably in the energy sector or a related industry *Have a strong interest in foreign cultures *Demonstrate excellent analytical, research, and writing skills and high proficiency in Excel *Be a team player and a proven leader *Be a great written and verbal communicator *Be able to help set the company’s strategic priorities *Be committed to finding, creating and executing winning practical solutions *Feel a deep urgency to ‘get things done’ *Have experience building and managing teams, ideally with contributors based across multiple remote locations, while balancing tactical initiatives and ensuring that individual goals are met *Be flexible and strategic in handling a broad set of priority issues *Enjoy our culture of not taking ourselves too seriously while taking our work very seriously *Have fun with a committed team that is passionate about making our energy industry more efficient, effective, and environmentally sustainable About EnerNOC: EnerNOC unlocks the full value of energy management for our utility and commercial, institutional, and industrial (C&I) customers by reducing real-time demand for electricity, increasing energy efficiency, improving energy supply transparency in competitive markets, and mitigating emissions. We accomplish this by delivering world-class energy management applications including DemandSMART™, comprehensive demand response; SiteSMART™, data-driven energy efficiency; SupplySMART™, energy price and risk management; and CarbonSMART™, enterprise carbon management. Our Energy Network Operations Center (EnerNOC) supports these applications across thousands of C&I customer sites throughout the world. Using our C&I customers’ energy usage flexibility, we make capacity, energy, ancillary services, and carbon products available to grid operators and our more than 100 utility customers on demand as a cost-effective alternative to traditional power generation, transmission, and distribution. For more information, visit www.enernoc.com. EnerNOC is an Equal Opportunity Employer. ---- h3sbsogge0062hr1x9e6jjjt0gntq0a 0 712 1392 2012-11-19T22:07:04Z Greis>Michael 0 Created page with "__NOTOC__ *Applied - :*Online at [http://jobs.environmentamerica.org/page/amr/experienced-candidate-application web site] :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career..." 1392 wikitext text/x-wiki __NOTOC__ *Applied - :*Online at [http://jobs.environmentamerica.org/page/amr/experienced-candidate-application web site] :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Environment America Senior Program Manager/Notes|Notes]] *Posting :*[http://www.sustainablebusiness.com/index.cfm/go/greendreamjobs.display/id/3055204 Green Dream Jobs] ::*November, 2012 :*[http://jobs.environmentamerica.org/jobs/amr/global-warming-and-energy-program-senior-program-manager Environment America] web site === Posting === Environment America: Environment America is a federation of state-based, citizen-funded environmental advocacy organizations. With affiliates in 29 states and an advocacy office in Washington, DC, we work at the state and federal level to protect the places we love, advance the environmental values we share, and win real results for our environment. Job Description: Environment America seeks an experienced person to coordinate our work at the state and federal level to promote clean energy and global warming solutions. America is using more energy than we need and producing that energy from dirty and dwindling sources that threaten our environment, our economy, and public health. The nation’s consumption of coal, oil and natural gas is fueling global warming and changing our climate. Fortunately, the solutions to global warming and other impacts of our current energy path are at our fingertips. We can dramatically reduce emissions of carbon dioxide and other greenhouse gases by using energy more efficiently and securing our energy from clean, renewable sources such as the wind and the sun. The Senior Program Manager will work will work closely with organization’s staff across the country, drive selected campaigns promoting renewable energy; like solar and wind, energy efficiency, zero-net-energy buildings and limits on global warming emissions at the local, state and federal level. Key responsibilities include: Program Development: Identify compelling solutions and effective policies. Determine the best forums for progress. Work with our advocates and organizers to develop campaigns that will win concrete policy victories while expanding our base of support. Campaign Strategy: Work with our state staff to formulate the strategies and tactics needed to build political support for those solutions, including coalition-building, grassroots mobilization, media, online organizing and direct advocacy. Message and Packaging: Work with our publications and advocacy staff to develop the best messages and materials to build support for our work. Create compelling narratives and graphics for use in our campaigns. Work with websites, fact sheets and other materials to build support for our work Research and Policy Analysis: Coordinate with our advocates to coordinate research that highlights the problems we are working solve and the feasibility of the solutions we are promoting in order to make the case for our policies to the public, key stakeholders and decision-makers. Most of our research reports and white papers are designed to provide opportunities for earned media. Media: Develop a media component for your campaigns; including editorial boards, opinion pieces, press conferences, national report releases, letters to the editor and online media. Cultivate relationships with key reporters that cover your issues. Coalition Building: Cultivate and engage key constituencies and allies for campaigns. Lobbying: Assist our advocates in the developing their lobbying and occasionally present testimony for legislative hearing and regulatory proceedings. Fundraising: Write grant proposals, network with donors, and present our case to foundations. Seek creative approaches for bringing more resources to our efforts. Qualifications: Qualified applicants must have a strong commitment to building an organization that engages the public to defend the environment against powerful interests; excellent verbal, writing and analytical skills; an entrepreneurial spirit and track record of driving a project or building something; the ability to debate and speak persuasively in a charged atmosphere; and enthusiasm for the work. Candidates for this position should have 5+ years of relevant professional, post-college experience. Relevant experience includes working in political, policy, legal, journalistic, or government settings. Advanced degrees, including a JD or masters in related fields preferred. Salary & Benefits: Salary for this position is commensurate with a candidate’s relevant professional experience. A competitive benefits package includes health care coverage, educational loan assistance, a retirement plan, paid vacation and sick days, parental leave and dependent care. Opportunities for advancement, travel, and additional training are available. Location(s):* Boston, MA Washington, DC Denver, CO *Flexibility on location will be considered under certain circumstances. Apply: Apply online at http://jobs.environmentamerica.org/page/amr/experienced-candidate-application. ---- k8x8qf9xy3j7qhrevs3ziezpvbforyd 1393 1392 2024-05-24T04:57:43Z Michael 1 1 revision imported 1392 wikitext text/x-wiki __NOTOC__ *Applied - :*Online at [http://jobs.environmentamerica.org/page/amr/experienced-candidate-application web site] :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Environment America Senior Program Manager/Notes|Notes]] *Posting :*[http://www.sustainablebusiness.com/index.cfm/go/greendreamjobs.display/id/3055204 Green Dream Jobs] ::*November, 2012 :*[http://jobs.environmentamerica.org/jobs/amr/global-warming-and-energy-program-senior-program-manager Environment America] web site === Posting === Environment America: Environment America is a federation of state-based, citizen-funded environmental advocacy organizations. With affiliates in 29 states and an advocacy office in Washington, DC, we work at the state and federal level to protect the places we love, advance the environmental values we share, and win real results for our environment. Job Description: Environment America seeks an experienced person to coordinate our work at the state and federal level to promote clean energy and global warming solutions. America is using more energy than we need and producing that energy from dirty and dwindling sources that threaten our environment, our economy, and public health. The nation’s consumption of coal, oil and natural gas is fueling global warming and changing our climate. Fortunately, the solutions to global warming and other impacts of our current energy path are at our fingertips. We can dramatically reduce emissions of carbon dioxide and other greenhouse gases by using energy more efficiently and securing our energy from clean, renewable sources such as the wind and the sun. The Senior Program Manager will work will work closely with organization’s staff across the country, drive selected campaigns promoting renewable energy; like solar and wind, energy efficiency, zero-net-energy buildings and limits on global warming emissions at the local, state and federal level. Key responsibilities include: Program Development: Identify compelling solutions and effective policies. Determine the best forums for progress. Work with our advocates and organizers to develop campaigns that will win concrete policy victories while expanding our base of support. Campaign Strategy: Work with our state staff to formulate the strategies and tactics needed to build political support for those solutions, including coalition-building, grassroots mobilization, media, online organizing and direct advocacy. Message and Packaging: Work with our publications and advocacy staff to develop the best messages and materials to build support for our work. Create compelling narratives and graphics for use in our campaigns. Work with websites, fact sheets and other materials to build support for our work Research and Policy Analysis: Coordinate with our advocates to coordinate research that highlights the problems we are working solve and the feasibility of the solutions we are promoting in order to make the case for our policies to the public, key stakeholders and decision-makers. Most of our research reports and white papers are designed to provide opportunities for earned media. Media: Develop a media component for your campaigns; including editorial boards, opinion pieces, press conferences, national report releases, letters to the editor and online media. Cultivate relationships with key reporters that cover your issues. Coalition Building: Cultivate and engage key constituencies and allies for campaigns. Lobbying: Assist our advocates in the developing their lobbying and occasionally present testimony for legislative hearing and regulatory proceedings. Fundraising: Write grant proposals, network with donors, and present our case to foundations. Seek creative approaches for bringing more resources to our efforts. Qualifications: Qualified applicants must have a strong commitment to building an organization that engages the public to defend the environment against powerful interests; excellent verbal, writing and analytical skills; an entrepreneurial spirit and track record of driving a project or building something; the ability to debate and speak persuasively in a charged atmosphere; and enthusiasm for the work. Candidates for this position should have 5+ years of relevant professional, post-college experience. Relevant experience includes working in political, policy, legal, journalistic, or government settings. Advanced degrees, including a JD or masters in related fields preferred. Salary & Benefits: Salary for this position is commensurate with a candidate’s relevant professional experience. A competitive benefits package includes health care coverage, educational loan assistance, a retirement plan, paid vacation and sick days, parental leave and dependent care. Opportunities for advancement, travel, and additional training are available. Location(s):* Boston, MA Washington, DC Denver, CO *Flexibility on location will be considered under certain circumstances. Apply: Apply online at http://jobs.environmentamerica.org/page/amr/experienced-candidate-application. ---- k8x8qf9xy3j7qhrevs3ziezpvbforyd 0 713 1394 2017-12-20T19:41:11Z Greis>Michael 0 1394 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> *Status: [[project status::closed]] [[opportunity status::DNG]] [[activity date::2017-07-13]] :*Follow-up call with Sarah Williamson after their June board meeting. :*Not going to fill this position now. Must focus on delivering their research products. :*Don't wait....not sure when/if will do something. *Applied - 2017-04-27 :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- entity of:: hiring company name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*FCLT Global web site :*Posted [[event date::2017-04-01]] === Posting === <u>POSITION DESCRIPTION</u>: FCLT Global is looking to appoint a high caliber individual to help build and manage the organization as a Director of Member Engagement. This is an opportunity to understand the drivers and objectives of FCLT’s Global’s current and potential members, strengthen and build the membership, extend the organization’s outreach at key conferences and panels, and also to be a leader of the organization’s operational capabilities. The individual will report to the CEO. The Director will work closely with the FCLT Global staff and board, where appropriate, to: *Lead the organization’s membership strategy, including outreach to prospective members and engagement of current members. This will include: :*Developing and managing the pipeline of prospective members; :*Understanding the interests of members and ensuring they are appropriately involved in FCLT Global’s research, events and other public activities; and :*Leading membership communications, including onboarding new members, supporting the strategy and delivery of member meetings, and ensuring regular communication with members, including through regular newsletters. *Building recognition of FCLT Global’s research, including presenting FCLT Global’s research at conferences and other public events *Developing the team, including providing daily leadership for the Boston-based employees *Providing input on FCLT Global’s research programs and other activities The Director will also contribute more broadly to the evolution of FCLT Global, including by providing input into the strategic plan and staying engaged with media coverage and public discussions on topics of long-termism. CANDIDATE REQUIREMENTS AND '''EXPERIENCE''': FCLT Global combines the energy of a small start-up organization with the reach of a global network of top-tier member companies and investors. As such, the successful candidate will display creativity, passion, and an entrepreneurial spirit. They must have a sense of urgency, a demonstrated comfort dealing with ambiguity and the tenacity to work through the unexpected. In particular candidates should have: *Prior leadership experience in a member or client facing role, ideally in the financial or investment management industries. Candidates should have at least eight years of relevant experience *Demonstrated experience in building trusted senior-level relationships, balancing multiple stakeholders and building consensus *Strong verbal and written communication skills, including experience with public speaking and presenting to influential audiences *An ability to manage teams, and collaborate effectively with colleagues *Experience managing and supporting multiple projects through to completion in a dynamic and changing environment *A strong sense of accountability, professionalism and integrity *Demonstrated experience or interest in issues around long-termism, the investment value chain, reforming capital markets and drivers of broad based macro-economic growth *A CFA, MBA or other advanced degree is strongly preferred <u>LOCATION</u>: This position will be based at FCLT Global’s office in Boston. Please note, travel in the US and internationally will be required. COMPENSATION: Competitive non-profit compensation packages commensurate with experience. HOW TO APPLY: If interested, please email your CV and cover letter to Alison.Loat[@]fcltglobal.org. Applications will be considered on a rolling basis from April 2017 onwards. ---- bix8a1w21vn5toq8qqn2t7gd6wwte54 1395 1394 2024-05-24T04:57:43Z Michael 1 1 revision imported 1394 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> *Status: [[project status::closed]] [[opportunity status::DNG]] [[activity date::2017-07-13]] :*Follow-up call with Sarah Williamson after their June board meeting. :*Not going to fill this position now. Must focus on delivering their research products. :*Don't wait....not sure when/if will do something. *Applied - 2017-04-27 :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- entity of:: hiring company name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*FCLT Global web site :*Posted [[event date::2017-04-01]] === Posting === <u>POSITION DESCRIPTION</u>: FCLT Global is looking to appoint a high caliber individual to help build and manage the organization as a Director of Member Engagement. This is an opportunity to understand the drivers and objectives of FCLT’s Global’s current and potential members, strengthen and build the membership, extend the organization’s outreach at key conferences and panels, and also to be a leader of the organization’s operational capabilities. The individual will report to the CEO. The Director will work closely with the FCLT Global staff and board, where appropriate, to: *Lead the organization’s membership strategy, including outreach to prospective members and engagement of current members. This will include: :*Developing and managing the pipeline of prospective members; :*Understanding the interests of members and ensuring they are appropriately involved in FCLT Global’s research, events and other public activities; and :*Leading membership communications, including onboarding new members, supporting the strategy and delivery of member meetings, and ensuring regular communication with members, including through regular newsletters. *Building recognition of FCLT Global’s research, including presenting FCLT Global’s research at conferences and other public events *Developing the team, including providing daily leadership for the Boston-based employees *Providing input on FCLT Global’s research programs and other activities The Director will also contribute more broadly to the evolution of FCLT Global, including by providing input into the strategic plan and staying engaged with media coverage and public discussions on topics of long-termism. CANDIDATE REQUIREMENTS AND '''EXPERIENCE''': FCLT Global combines the energy of a small start-up organization with the reach of a global network of top-tier member companies and investors. As such, the successful candidate will display creativity, passion, and an entrepreneurial spirit. They must have a sense of urgency, a demonstrated comfort dealing with ambiguity and the tenacity to work through the unexpected. In particular candidates should have: *Prior leadership experience in a member or client facing role, ideally in the financial or investment management industries. Candidates should have at least eight years of relevant experience *Demonstrated experience in building trusted senior-level relationships, balancing multiple stakeholders and building consensus *Strong verbal and written communication skills, including experience with public speaking and presenting to influential audiences *An ability to manage teams, and collaborate effectively with colleagues *Experience managing and supporting multiple projects through to completion in a dynamic and changing environment *A strong sense of accountability, professionalism and integrity *Demonstrated experience or interest in issues around long-termism, the investment value chain, reforming capital markets and drivers of broad based macro-economic growth *A CFA, MBA or other advanced degree is strongly preferred <u>LOCATION</u>: This position will be based at FCLT Global’s office in Boston. Please note, travel in the US and internationally will be required. COMPENSATION: Competitive non-profit compensation packages commensurate with experience. HOW TO APPLY: If interested, please email your CV and cover letter to Alison.Loat[@]fcltglobal.org. Applications will be considered on a rolling basis from April 2017 onwards. ---- bix8a1w21vn5toq8qqn2t7gd6wwte54 0 714 1396 2017-08-16T16:34:05Z Greis>Michael 0 /* 2017-08-07 Director of Research Posting */ 1396 wikitext text/x-wiki == 2017-08-07 Director of Research Posting == Director of Research [https://www.linkedin.com/jobs/view/417024287 position posted on LinkedIn.] *This doesn't seem to be the position Sarah was talking about in July (Director of Communications) :*She has consistently said that she adjusts roles and needs change as they add staff. :*This is an additional member of their Research team with a Director title? :*Matthew Leatherman (prev. at NC pension fund) is listed on web site with just a Director title, but have seen him referred to in articles as the "Director of Research". == Conversation with Sarah Williamson 2017-07-13 == '''Goal''': Convince Sarah that I am a strong candidate for the position. Agenda/Items: *Wiseman speaking at 2017 SI seminar - thank Sarah *June Board meeting - further development of requirements for position? *What are most important areas Sarah wants me to address to convince her to move me forward in consideration for the position? Misc: *Add Antarctic to her suggestion on Arctic based on yesterday's news.... *2017 SI four months from today '''Notes''': *Good board meeting on 6/29 *Finished out first year *Will host summit in February 2018 :*Research agenda :*Have had smaller member meetings :*First big one *Haven't talked about what to do on the member side *Trying to figure out what we need... *New person - director of communications *Can I contribute to the process? :*Board said...don't want this to be to North American ::*Global staff :*First priority deliver on research..... Don't wait for us... *we have to figure it out *might have people on team split up work by country :*I made the argument for a person whose primary responsibility is members ::*Much more effective ::*That person can - and should - also have an active role in the substantive work of the organization - research & implementation. Don't want someone who's just a sales guy. Can I help in any of this work? *Thanks for the offer *Really internal work that they have to do Made points: *Have a global background and experience *Would be able to contribute to developing and implementing research *Experience working with companies in this way (IBM) Happy to check back in *Don't feel strongly that will figure this out anytime very soon *Don't want to have me pass anything else up Returned to the "someone may walk in and we say - that's what we're looking for" *Hasn't happened yet; don't necessarily expect it to. This won't be a case of assembling a bunch of candidates and picking one. *i.e. - they will still want the "aha" moment with someone *Asked for the chance to be considered and talk as they uncover things they want. We don't know each other well enough and I want the chance to show them something they want, if I have it. Pushed a bit on understanding whether she is willing to consider me based on what she knows. *Want to know whether she just doesn't see me as a fit regardless. *Gave her opportunity to say that; she didn't. *I don't think she has ruled me out, but I'm clearly not - and won't be - top of mind. We will be in touch regardless, and can keep in touch on this as well. Bottom line? *Keep in touch *Look for ways to make an impression/impact *Keep it on my radar screen because I believe strongly in the mission and would really want to work at FCLT *Unlikely to hire for position as posted anytime in the next few months (barring coup de foudre). May not hire at all *Low probability overall b90lri9yqt430bo3qv92io71qaly8kf 1397 1396 2024-05-24T04:57:43Z Michael 1 1 revision imported 1396 wikitext text/x-wiki == 2017-08-07 Director of Research Posting == Director of Research [https://www.linkedin.com/jobs/view/417024287 position posted on LinkedIn.] *This doesn't seem to be the position Sarah was talking about in July (Director of Communications) :*She has consistently said that she adjusts roles and needs change as they add staff. :*This is an additional member of their Research team with a Director title? :*Matthew Leatherman (prev. at NC pension fund) is listed on web site with just a Director title, but have seen him referred to in articles as the "Director of Research". == Conversation with Sarah Williamson 2017-07-13 == '''Goal''': Convince Sarah that I am a strong candidate for the position. Agenda/Items: *Wiseman speaking at 2017 SI seminar - thank Sarah *June Board meeting - further development of requirements for position? *What are most important areas Sarah wants me to address to convince her to move me forward in consideration for the position? Misc: *Add Antarctic to her suggestion on Arctic based on yesterday's news.... *2017 SI four months from today '''Notes''': *Good board meeting on 6/29 *Finished out first year *Will host summit in February 2018 :*Research agenda :*Have had smaller member meetings :*First big one *Haven't talked about what to do on the member side *Trying to figure out what we need... *New person - director of communications *Can I contribute to the process? :*Board said...don't want this to be to North American ::*Global staff :*First priority deliver on research..... Don't wait for us... *we have to figure it out *might have people on team split up work by country :*I made the argument for a person whose primary responsibility is members ::*Much more effective ::*That person can - and should - also have an active role in the substantive work of the organization - research & implementation. Don't want someone who's just a sales guy. Can I help in any of this work? *Thanks for the offer *Really internal work that they have to do Made points: *Have a global background and experience *Would be able to contribute to developing and implementing research *Experience working with companies in this way (IBM) Happy to check back in *Don't feel strongly that will figure this out anytime very soon *Don't want to have me pass anything else up Returned to the "someone may walk in and we say - that's what we're looking for" *Hasn't happened yet; don't necessarily expect it to. This won't be a case of assembling a bunch of candidates and picking one. *i.e. - they will still want the "aha" moment with someone *Asked for the chance to be considered and talk as they uncover things they want. We don't know each other well enough and I want the chance to show them something they want, if I have it. Pushed a bit on understanding whether she is willing to consider me based on what she knows. *Want to know whether she just doesn't see me as a fit regardless. *Gave her opportunity to say that; she didn't. *I don't think she has ruled me out, but I'm clearly not - and won't be - top of mind. We will be in touch regardless, and can keep in touch on this as well. Bottom line? *Keep in touch *Look for ways to make an impression/impact *Keep it on my radar screen because I believe strongly in the mission and would really want to work at FCLT *Unlikely to hire for position as posted anytime in the next few months (barring coup de foudre). May not hire at all *Low probability overall b90lri9yqt430bo3qv92io71qaly8kf 0 715 1398 2020-08-04T14:06:09Z Greis>Michael 0 1398 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] :*Reach out to Sarah Williamson? :*Filled internally - '''Ariel Babcock''' promoted to fill the position *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://careers.cfainstitute.org/job/8974913/head-of-research/ CFAi Posting] ::*Posted [[event date::2019-10-15]] :*[https://www.fcltglobal.org/participate/careers/job-opportunity-details/job-opportunities/2019/10/04/head-of-research FCLT posting] ::*Posted '''2019-01-04''' ::*Applicants considered on a rolling basis until filled === Posting === FCLTGlobal is seeking to appoint a high caliber individual with a top-tier investment, business, or financial research experience and a mission orientation to lead the research team, reporting to the CEO of FCLTGlobal as a member of the organization’s senior leadership team. The Head of Research will oversee a research team building a portfolio of research projects, some of which will be conducted in partnership with members, and others of which will be conducted by FCLTGlobal itself or in collaboration with academics or other research-oriented organizations. The Head will also work with the broader team in building the reputation of FCLTGlobal as a leader in research on sustainable capital markets, including by writing and editing whitepapers, positions papers, or topical research pieces. This role requires a highly resourceful individual with deep interest in the issues around long-term capital markets, experience with global investors and corporations, and credibility among members and potential research partners. The successful candidate will have an entrepreneurial and collaborative mindset, as well as outstanding analytical and communications skills. The Head of Research role encompasses five primary responsibilities: *Leading and delivering FCLTGlobal’s strategic research agenda. The Head will develop a long-term research strategy, building on the existing research and identifying the highest priority activities to pursue. This strategy will be developed with input from across FCLTGlobal’s staff and Members in conjunction with the Research Review Group and informed by member input, a mapping of the activities of relevant organizations, and an understanding of the potential impact of various research activities given FCLTGlobal’s unique strengths in the evolving dialogue on sustainable capitalism. The Head will then be responsible for managing those research projects to ensure delivery of high-quality insights and timely production of research products, including writing draft copy and editing final research products on FCLTGlobal’s behalf to maintain a consistent tone and communication style across publications. *Leading the research team within FCLTGlobal. The research team at FCLTGlobal is focusing leading edge thinkers on the most interesting issues in our space. Developing and managing our experienced and diverse team of research professionals, with backgrounds in all elements of the investment value chain, is a top priority. This role will include recruiting new talent, providing professional development for team members, and guiding team members to deliver excellent work. *Working with member organizations to develop and implement the research agenda. FCLTGlobal’s members have the ability to move markets. An important responsibility for the Head of Research is to ensure implementation of FCLTGlobal’s work and key insights through member organizations. Much of our research is done through member working groups to ensure that our recommendations are practical and can lead to desired outcomes. The Head of Research will work with Membership Engagement to get member input on the research agenda, identify opportunities to leverage member resources in carrying out research projects, and convene collaborative working groups. *Building FCLTGlobal’s reputation as a thought leader. The Head of Research will be critical in strengthening the reputation of FCLTGlobal as a thought leader on issue of long-term capitalism. He or she will represent the organization at relevant events and conferences and will write and publish on behalf of the organization, working with the communications team to deliver the media and online communication strategy around research, including interim articles, op-eds, blogs and other pieces of communication. *Supporting FCLTGlobal’s organizational development. The Head of Research will also maintain a flexible and collaborative approach to supporting the CEO and broader FCLTGlobal team in building and managing the organization. This might involve assisting with preparations for Board meetings, engaging with potential members, planning for events, or taking the lead on certain operations of the organization. The Head may also take primary relationship responsibility for some of our members. FCLTGlobal combines the energy of a small start-up organization with the reach of a global network of top-tier member companies and investors. As such, the successful candidate will display creativity, passion, and an entrepreneurial spirit. In addition, the candidate will have an appreciation for the benefits of mission-driven goals along with investment or business strategic objectives. They must have a sense of urgency, a demonstrated comfort dealing with ambiguity and the tenacity to work through the unexpected. In particular, candidates must have: *Prior leadership experience working on research that deals with financial or investment concepts and content, such as sell-side research, buy-side research or portfolio management, management consulting, or financial journalism *Outstanding educational credentials and work experience, including a relevant advanced degree and at least 10 years of progressive experience at globally leading firms *Exceptional analytical and writing skills, including a proven ability to translate research into C-level communications *Strong project management skills, including experience overseeing and/or supporting through to completion, on deadline, in a dynamic and changing environment *Demonstrated experience working effectively and collaboratively both leading a talented team and in a cross-functional structure ms1z2hovqpj2eetiler4g5091d3uct0 1399 1398 2024-05-24T04:57:43Z Michael 1 1 revision imported 1398 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] :*Reach out to Sarah Williamson? :*Filled internally - '''Ariel Babcock''' promoted to fill the position *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://careers.cfainstitute.org/job/8974913/head-of-research/ CFAi Posting] ::*Posted [[event date::2019-10-15]] :*[https://www.fcltglobal.org/participate/careers/job-opportunity-details/job-opportunities/2019/10/04/head-of-research FCLT posting] ::*Posted '''2019-01-04''' ::*Applicants considered on a rolling basis until filled === Posting === FCLTGlobal is seeking to appoint a high caliber individual with a top-tier investment, business, or financial research experience and a mission orientation to lead the research team, reporting to the CEO of FCLTGlobal as a member of the organization’s senior leadership team. The Head of Research will oversee a research team building a portfolio of research projects, some of which will be conducted in partnership with members, and others of which will be conducted by FCLTGlobal itself or in collaboration with academics or other research-oriented organizations. The Head will also work with the broader team in building the reputation of FCLTGlobal as a leader in research on sustainable capital markets, including by writing and editing whitepapers, positions papers, or topical research pieces. This role requires a highly resourceful individual with deep interest in the issues around long-term capital markets, experience with global investors and corporations, and credibility among members and potential research partners. The successful candidate will have an entrepreneurial and collaborative mindset, as well as outstanding analytical and communications skills. The Head of Research role encompasses five primary responsibilities: *Leading and delivering FCLTGlobal’s strategic research agenda. The Head will develop a long-term research strategy, building on the existing research and identifying the highest priority activities to pursue. This strategy will be developed with input from across FCLTGlobal’s staff and Members in conjunction with the Research Review Group and informed by member input, a mapping of the activities of relevant organizations, and an understanding of the potential impact of various research activities given FCLTGlobal’s unique strengths in the evolving dialogue on sustainable capitalism. The Head will then be responsible for managing those research projects to ensure delivery of high-quality insights and timely production of research products, including writing draft copy and editing final research products on FCLTGlobal’s behalf to maintain a consistent tone and communication style across publications. *Leading the research team within FCLTGlobal. The research team at FCLTGlobal is focusing leading edge thinkers on the most interesting issues in our space. Developing and managing our experienced and diverse team of research professionals, with backgrounds in all elements of the investment value chain, is a top priority. This role will include recruiting new talent, providing professional development for team members, and guiding team members to deliver excellent work. *Working with member organizations to develop and implement the research agenda. FCLTGlobal’s members have the ability to move markets. An important responsibility for the Head of Research is to ensure implementation of FCLTGlobal’s work and key insights through member organizations. Much of our research is done through member working groups to ensure that our recommendations are practical and can lead to desired outcomes. The Head of Research will work with Membership Engagement to get member input on the research agenda, identify opportunities to leverage member resources in carrying out research projects, and convene collaborative working groups. *Building FCLTGlobal’s reputation as a thought leader. The Head of Research will be critical in strengthening the reputation of FCLTGlobal as a thought leader on issue of long-term capitalism. He or she will represent the organization at relevant events and conferences and will write and publish on behalf of the organization, working with the communications team to deliver the media and online communication strategy around research, including interim articles, op-eds, blogs and other pieces of communication. *Supporting FCLTGlobal’s organizational development. The Head of Research will also maintain a flexible and collaborative approach to supporting the CEO and broader FCLTGlobal team in building and managing the organization. This might involve assisting with preparations for Board meetings, engaging with potential members, planning for events, or taking the lead on certain operations of the organization. The Head may also take primary relationship responsibility for some of our members. FCLTGlobal combines the energy of a small start-up organization with the reach of a global network of top-tier member companies and investors. As such, the successful candidate will display creativity, passion, and an entrepreneurial spirit. In addition, the candidate will have an appreciation for the benefits of mission-driven goals along with investment or business strategic objectives. They must have a sense of urgency, a demonstrated comfort dealing with ambiguity and the tenacity to work through the unexpected. In particular, candidates must have: *Prior leadership experience working on research that deals with financial or investment concepts and content, such as sell-side research, buy-side research or portfolio management, management consulting, or financial journalism *Outstanding educational credentials and work experience, including a relevant advanced degree and at least 10 years of progressive experience at globally leading firms *Exceptional analytical and writing skills, including a proven ability to translate research into C-level communications *Strong project management skills, including experience overseeing and/or supporting through to completion, on deadline, in a dynamic and changing environment *Demonstrated experience working effectively and collaboratively both leading a talented team and in a cross-functional structure ms1z2hovqpj2eetiler4g5091d3uct0 0 716 1400 2016-03-07T19:12:50Z Greis>Michael 0 Created page with "__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/FRB Boston Fiduciary Specialist/Notes|Notes]] *Posting :*[https://frb.taleo.net/c..." 1400 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/FRB Boston Fiduciary Specialist/Notes|Notes]] *Posting :*[https://frb.taleo.net/careersection/2/jobdetail.ftl?job=245079&lang=en&media_id=33327&src=LinkedIn_Slots FRB Taleo careers site] :*February, 2016 === Posting === Fiduciary Specialist - Asset Management-245079 Federal Reserve Bank of Boston *Primary Location MA-Boston *Full-time *Employee Status: Regular *Overtime Status: Exempt *Job Type: Experienced *Travel: Yes, 50 % of the Time *Shift: Day Job *Job Sensitivity: Tier II CC@Hire/No CC@Rescreen '''Job Summary''': This position is responsible for leading/participating in reviews and evaluating the effectiveness of fiduciary and other risk management practices for a globally systemic financial institution with a focus on asset management activities. The incumbent may also provide leadership or assistance in support of national supervision program management. As needed, assist in the formation of supervisory policy related to specific areas of fiduciary and operational risk management. '''Principle Responsibilities''': Leads or supports the oversight of asset management activities and lines of business at our largest and most complex institutions, or challenging assignments. Maintains liaisons with institution management, as well as with central points of contact (CPCs), System risk specialists, and other regulatory agencies. Primarily assists with, but may also lead, the preparation of the supervisory strategy and risk assessment for asset management related activities and may selectively participate in the vetting of scopes and findings relating to their particular risk specialty area. Participates in out-of-district assignments to enhance peer perspective and personal development.Maintains an intermediate to high-level of technical expertise and current knowledge of regulations, trends and developments related to specialty businesses and products, related risk management techniques and management information systems, and audit and internal controls associated with fiduciary and operational risk related activities. Maintains a sound understanding of industry trends, emerging issues and peer risk management practices through participation in supervision related activities and attending formal training classes and relevant industry conferences. In collaboration with CPCs and examiners-in-charge (EICs), leads or participates in risk-focused reviews of asset management activities or fiduciary and operational risk related activities, providing written observations and findings appropriate for inclusion in supervisory reports. Conducts meetings with senior management and/or the board of directors of financial institutions which may involve complex issues. Evaluates the effectiveness of management, and influences their actions through satisfactory relationship management and interpersonal skills as well as effective negotiation and conflict resolution. Effective in obtaining possible changes to operating policies or practices while maintaining positive relationships with key stakeholders, though some senior assistance may be required. Demonstrates good judgment and well-reasoned decision making in situations that may involve complex issues, public scrutiny, market reactions, and potentially adversarial circumstances. Serves as a System and Department resource by leading or participating on high-level projects, workgroups, and strategic initiatives. As needed, provides expert commentary on proposed revisions to policy and procedures. Limited managerial or advisor related responsibilities outside of EIC assignments. Provides mentoring or training primarily to lesser experienced staff members. Contributes to a positive work environment. *Other duties as assigned. *Supervision:This position is not required to directly supervise others. '''Knowledge and Experience''': *Knowledge and experience normally acquired through, or equivalent to, the completion of a Master's degree and a minimum of 3-7 years of related work experience. *Appropriate industry certifications (CFA, CPA, CIA) a plus, but not required. *Ability to travel is required. This position requires access to confidential supervisory information, access to which is limited to Protected Individuals as defined by regulation of the Board of Governors of the Federal Reserve System. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, and lawful permanent resident aliens (also known as green card holders) who are eligible for and seeking United States citizenship within the requisite timeframes. ---- f039uzjnetns4u9mz3q5ddk8a691shp 1401 1400 2024-05-24T04:57:43Z Michael 1 1 revision imported 1400 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/FRB Boston Fiduciary Specialist/Notes|Notes]] *Posting :*[https://frb.taleo.net/careersection/2/jobdetail.ftl?job=245079&lang=en&media_id=33327&src=LinkedIn_Slots FRB Taleo careers site] :*February, 2016 === Posting === Fiduciary Specialist - Asset Management-245079 Federal Reserve Bank of Boston *Primary Location MA-Boston *Full-time *Employee Status: Regular *Overtime Status: Exempt *Job Type: Experienced *Travel: Yes, 50 % of the Time *Shift: Day Job *Job Sensitivity: Tier II CC@Hire/No CC@Rescreen '''Job Summary''': This position is responsible for leading/participating in reviews and evaluating the effectiveness of fiduciary and other risk management practices for a globally systemic financial institution with a focus on asset management activities. The incumbent may also provide leadership or assistance in support of national supervision program management. As needed, assist in the formation of supervisory policy related to specific areas of fiduciary and operational risk management. '''Principle Responsibilities''': Leads or supports the oversight of asset management activities and lines of business at our largest and most complex institutions, or challenging assignments. Maintains liaisons with institution management, as well as with central points of contact (CPCs), System risk specialists, and other regulatory agencies. Primarily assists with, but may also lead, the preparation of the supervisory strategy and risk assessment for asset management related activities and may selectively participate in the vetting of scopes and findings relating to their particular risk specialty area. Participates in out-of-district assignments to enhance peer perspective and personal development.Maintains an intermediate to high-level of technical expertise and current knowledge of regulations, trends and developments related to specialty businesses and products, related risk management techniques and management information systems, and audit and internal controls associated with fiduciary and operational risk related activities. Maintains a sound understanding of industry trends, emerging issues and peer risk management practices through participation in supervision related activities and attending formal training classes and relevant industry conferences. In collaboration with CPCs and examiners-in-charge (EICs), leads or participates in risk-focused reviews of asset management activities or fiduciary and operational risk related activities, providing written observations and findings appropriate for inclusion in supervisory reports. Conducts meetings with senior management and/or the board of directors of financial institutions which may involve complex issues. Evaluates the effectiveness of management, and influences their actions through satisfactory relationship management and interpersonal skills as well as effective negotiation and conflict resolution. Effective in obtaining possible changes to operating policies or practices while maintaining positive relationships with key stakeholders, though some senior assistance may be required. Demonstrates good judgment and well-reasoned decision making in situations that may involve complex issues, public scrutiny, market reactions, and potentially adversarial circumstances. Serves as a System and Department resource by leading or participating on high-level projects, workgroups, and strategic initiatives. As needed, provides expert commentary on proposed revisions to policy and procedures. Limited managerial or advisor related responsibilities outside of EIC assignments. Provides mentoring or training primarily to lesser experienced staff members. Contributes to a positive work environment. *Other duties as assigned. *Supervision:This position is not required to directly supervise others. '''Knowledge and Experience''': *Knowledge and experience normally acquired through, or equivalent to, the completion of a Master's degree and a minimum of 3-7 years of related work experience. *Appropriate industry certifications (CFA, CPA, CIA) a plus, but not required. *Ability to travel is required. This position requires access to confidential supervisory information, access to which is limited to Protected Individuals as defined by regulation of the Board of Governors of the Federal Reserve System. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, and lawful permanent resident aliens (also known as green card holders) who are eligible for and seeking United States citizenship within the requisite timeframes. ---- f039uzjnetns4u9mz3q5ddk8a691shp 0 717 1402 2014-09-12T14:27:10Z Greis>Michael 0 1402 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Federal Street ESG Analyst/Notes|Notes]] *Posting :*[ BSAS] :*August, 2014 [https://www.linkedin.com/groups/ESG-Job-Opportunity-1951440.S.5902833832800854020?view=&item=5902833832800854020&type=member&gid=1951440&trk=eml-b2_anet_digest-group_jobs-4-grouppost-disc-0&midToken=AQFJm8VYQJ9-xQ&fromEmail=fromEmail&ut=3IjlWuyuBYJSo1 This LinkedIn post] from Laura Frances Merin of Robert Half may refer to this position: ESG Job Opportunity Laura Frances Merin Recruiting Manager, Robert Half Finance & Accounting | 617 951 4000 *Senior ESG Analyst / Investment Firm / Boston / $80,000 – $95,000*** sorry for any cross-posting! Recruiting for an ESG professional to join a well-known firm in downtown Boston. 5+ years ESG experience is a must. Previous SRI work is a plus. Fantastic compensation and benefits. Contact me today to learn more! Laura.Merin@RobertHalf.com or 617 951 4000. === Posting === File downloaded ---- 1m1fi15guacn7hm40mjq8erniooqygb 1403 1402 2024-05-24T04:57:43Z Michael 1 1 revision imported 1402 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Federal Street ESG Analyst/Notes|Notes]] *Posting :*[ BSAS] :*August, 2014 [https://www.linkedin.com/groups/ESG-Job-Opportunity-1951440.S.5902833832800854020?view=&item=5902833832800854020&type=member&gid=1951440&trk=eml-b2_anet_digest-group_jobs-4-grouppost-disc-0&midToken=AQFJm8VYQJ9-xQ&fromEmail=fromEmail&ut=3IjlWuyuBYJSo1 This LinkedIn post] from Laura Frances Merin of Robert Half may refer to this position: ESG Job Opportunity Laura Frances Merin Recruiting Manager, Robert Half Finance & Accounting | 617 951 4000 *Senior ESG Analyst / Investment Firm / Boston / $80,000 – $95,000*** sorry for any cross-posting! Recruiting for an ESG professional to join a well-known firm in downtown Boston. 5+ years ESG experience is a must. Previous SRI work is a plus. Fantastic compensation and benefits. Contact me today to learn more! Laura.Merin@RobertHalf.com or 617 951 4000. === Posting === File downloaded ---- 1m1fi15guacn7hm40mjq8erniooqygb 0 718 1404 2010-03-24T16:56:15Z Greis>Michael 0 1404 wikitext text/x-wiki *Applied on web site 3-24-10 *No cover letter upload - Pasted [[#Notes|edited version of Norvento letter]] in "Notes" area *Mention in F/U note to David Richardson *Steve Schauer, SVP Finance & Treasurer, recently moved to Needham - Mat Tuttelman === Posting === First Wind is an independent wind energy company focused solely on the development, financing, construction, ownership and operation of utility-scale wind energy projects in the United States. Projects are located in the Northeastern and Western regions of the continental United States and in Hawaii. We have focused on these markets because we believe they provide the potential for future growth and investment returns at the higher end of the range available for wind projects. These markets are characterized by relatively high electricity prices, a shortage of renewable energy and sites with good wind resources that can be built in a cost effective manner. Moreover, we have focused our efforts on projects and regions with significant expansion opportunities, often enabled by transmission solutions that we have developed and built. '''Job Purpose''' This is an exciting opportunity to work in a multi-faceted role with many areas of responsibility surrounding wind farm development. We are expanding our North American operations and the Development Manager will represent First Wind in the states of New England. This position will work on existing early stage projects and identify potential new sites for wind power. '''Principal Responsibilities''' *Identify and evaluate potential wind energy sites. *Negotiate with property owners in acquiring development rights. *Conduct land, market, regulatory, and related project research. *Coordinate and assist with preparation of responses to Utility Request for Proposals and Power Purchase Agreements for projects. *Initiate and manage arrangements for interconnection and transmission of projects. *Lead the permitting process at the local, state, and federal levels. *Direct designated consultants (Engineering, Legal, Environmental, etc.) as necessary o complete each project. *Develop and maintain positive relationships and represent First Wind with project stakeholders (Landowners, Power Purchasers, Regulators, Government Officials, General Public, etc.) *Assist with outreach activities and represent First Wind at various Stakeholder meetings and conferences. *Manage project budgets and schedules and communicate problems and concerns to management. *Manage and update project information databases, provide administrative and additional duties as required. *Assure each project is developed in accordance with First Winds goals, practices, operating procedures, and strategies. *Promote First Wind as the leader in wind energy. '''Qualifications''' *Bachelor’s Degree required. *3+ years of development experience in energy industry preferred. Renewable energy experience is highly desirable. *Successful track record in a development, sales, or similar position. *Self starter and able to work in entrepreneurial culture, high energy level. *Skilled at building and maintaining relationships with diverse groups of project stakeholders. *Ability to manage project consultants. *Proven leadership and project management experience. *Ability to travel within the territory extensively, work evenings and weekends to plan and attend events. '''Personal Attributes Essential for Success at First Wind''' *A collaborative style and a can-do attitude. *Comfortable with fast paced, rapidly changing environment. *Ability to make informed decisions quickly. *Passionate and enthusiastic about alternative energy. *Integrity and accountability. === Notes === I would like to be First Wind's Development Manager for New England. I have the critical skills you have identified in finance, project management, marketing, communications, teamwork, experience with state and local government and – most critically – the ability to work with a diverse group of stakeholders in a public setting. I also offer the additional depth and breadth gained by honing these skills in multiple settings over a number of years, including current work on municipal renewable energy projects and the state's Green Communities effort. I recognize that some candidates may have more wind industry experience than I do. I would respond that the range of my relevant transferable skills along with my business and government experience allows me to more successfully work with the range of stakeholders - citizens, citizens groups, local officials, state officials, technical professionals, financial professionals and corporate executives - essential to the success of these projects, especially in densely-populated New England, with its history of local control and strong civic engagement. For the critical areas, I can demonstrate direct sustainability-focused work over the last several years backed up by related experience. I am leading a project that, if successful, will install both a wind turbine and a solar photovoltaic array at a municipal site. This is one of multiple community sustainability projects I have underway. Further, in a rapidly evolving industry where the rules of engagement are also changing, a demonstrated capability to adapt and quickly learn new skills is of enormous value. I have considerable experience in the following areas and would be pleased to provide more detail: - Relationship Management / Success working with multiple stakeholders - Finance - Project Management - Presentations, Communications and Public Speaking - Strategic Planning, Innovative Outreach and Creative Marketing Thank you for your consideration. nv9gt3sayfnrww721kqehp75bw0mqfn 1405 1404 2024-05-24T04:57:43Z Michael 1 1 revision imported 1404 wikitext text/x-wiki *Applied on web site 3-24-10 *No cover letter upload - Pasted [[#Notes|edited version of Norvento letter]] in "Notes" area *Mention in F/U note to David Richardson *Steve Schauer, SVP Finance & Treasurer, recently moved to Needham - Mat Tuttelman === Posting === First Wind is an independent wind energy company focused solely on the development, financing, construction, ownership and operation of utility-scale wind energy projects in the United States. Projects are located in the Northeastern and Western regions of the continental United States and in Hawaii. We have focused on these markets because we believe they provide the potential for future growth and investment returns at the higher end of the range available for wind projects. These markets are characterized by relatively high electricity prices, a shortage of renewable energy and sites with good wind resources that can be built in a cost effective manner. Moreover, we have focused our efforts on projects and regions with significant expansion opportunities, often enabled by transmission solutions that we have developed and built. '''Job Purpose''' This is an exciting opportunity to work in a multi-faceted role with many areas of responsibility surrounding wind farm development. We are expanding our North American operations and the Development Manager will represent First Wind in the states of New England. This position will work on existing early stage projects and identify potential new sites for wind power. '''Principal Responsibilities''' *Identify and evaluate potential wind energy sites. *Negotiate with property owners in acquiring development rights. *Conduct land, market, regulatory, and related project research. *Coordinate and assist with preparation of responses to Utility Request for Proposals and Power Purchase Agreements for projects. *Initiate and manage arrangements for interconnection and transmission of projects. *Lead the permitting process at the local, state, and federal levels. *Direct designated consultants (Engineering, Legal, Environmental, etc.) as necessary o complete each project. *Develop and maintain positive relationships and represent First Wind with project stakeholders (Landowners, Power Purchasers, Regulators, Government Officials, General Public, etc.) *Assist with outreach activities and represent First Wind at various Stakeholder meetings and conferences. *Manage project budgets and schedules and communicate problems and concerns to management. *Manage and update project information databases, provide administrative and additional duties as required. *Assure each project is developed in accordance with First Winds goals, practices, operating procedures, and strategies. *Promote First Wind as the leader in wind energy. '''Qualifications''' *Bachelor’s Degree required. *3+ years of development experience in energy industry preferred. Renewable energy experience is highly desirable. *Successful track record in a development, sales, or similar position. *Self starter and able to work in entrepreneurial culture, high energy level. *Skilled at building and maintaining relationships with diverse groups of project stakeholders. *Ability to manage project consultants. *Proven leadership and project management experience. *Ability to travel within the territory extensively, work evenings and weekends to plan and attend events. '''Personal Attributes Essential for Success at First Wind''' *A collaborative style and a can-do attitude. *Comfortable with fast paced, rapidly changing environment. *Ability to make informed decisions quickly. *Passionate and enthusiastic about alternative energy. *Integrity and accountability. === Notes === I would like to be First Wind's Development Manager for New England. I have the critical skills you have identified in finance, project management, marketing, communications, teamwork, experience with state and local government and – most critically – the ability to work with a diverse group of stakeholders in a public setting. I also offer the additional depth and breadth gained by honing these skills in multiple settings over a number of years, including current work on municipal renewable energy projects and the state's Green Communities effort. I recognize that some candidates may have more wind industry experience than I do. I would respond that the range of my relevant transferable skills along with my business and government experience allows me to more successfully work with the range of stakeholders - citizens, citizens groups, local officials, state officials, technical professionals, financial professionals and corporate executives - essential to the success of these projects, especially in densely-populated New England, with its history of local control and strong civic engagement. For the critical areas, I can demonstrate direct sustainability-focused work over the last several years backed up by related experience. I am leading a project that, if successful, will install both a wind turbine and a solar photovoltaic array at a municipal site. This is one of multiple community sustainability projects I have underway. Further, in a rapidly evolving industry where the rules of engagement are also changing, a demonstrated capability to adapt and quickly learn new skills is of enormous value. I have considerable experience in the following areas and would be pleased to provide more detail: - Relationship Management / Success working with multiple stakeholders - Finance - Project Management - Presentations, Communications and Public Speaking - Strategic Planning, Innovative Outreach and Creative Marketing Thank you for your consideration. nv9gt3sayfnrww721kqehp75bw0mqfn 0 719 1406 2010-03-24T17:17:23Z Greis>Michael 0 /* Posting */ 1406 wikitext text/x-wiki === Posting === First Wind is an independent wind energy company focused solely on the development, financing, construction, ownership and operation of utility-scale wind energy projects in the United States. Projects are located in the Northeastern and Western regions of the continental United States and in Hawaii. We have focused on these markets because we believe they provide the potential for future growth and investment returns at the higher end of the range available for wind projects. These markets are characterized by relatively high electricity prices, a shortage of renewable energy and sites with good wind resources that can be built in a cost effective manner. Moreover, we have focused our efforts on projects and regions with significant expansion opportunities, often enabled by transmission solutions that we have developed and built. As of March 31, 2010, we will be operating seven projects with combined rated capacity of 504 MW, and we own two generator leads that connect projects to the electricity grid (generator leads) with transmission capacity of approximately 1,200 MW. In 2009, we doubled the number of projects in our operating fleet, adding three new projects with an aggregate capacity of 385 MW. Two of these projects, Milford I, which sells power from Utah into Southern California, and Stetson I, which sells power in New England, include wholly-owned generator leads that were built in anticipation of future expansions. On March 12, 2010 our Stetson II expansion reached COD. '''Job Purpose''' The Director, Project Finance will join a small Finance team that is expected to raise third party capital. This person will manage the execution of non-recourse equipment financings, construction loans, tax equity and term project financing. The position is located at First Winds corporate offices in Boston. '''Principal Responsibilities''' *Manage negotiations and transaction execution for project financings for construction/term. *Manage negotiations and documentation of tax equity financings to monetize the projects tax attributes. *Lead and coordinate internal teams to manage the execution of deals. *Oversee finance associates that will assist in transaction execution and financial modeling. '''Qualifications''' *7 to 10 years of Banking or Finance experience. *Energy industry experience is required. *MBA, CFA or similar education. *Extensive experience with non-recourse project financings and/or tax equity. *Transaction experience leading and managing transactions. *Extensive financial modeling skills. *Proven ability to lead projects and also work both independently and collaboratively as an individual contributor. *Proficient with MS Office. '''Personal Attributes Essential for Success at First Wind''' *A collaborative style and a can do attitude. *Comfortable with fast paced, rapidly changing environment. *Ability to make informed decisions quickly. *Passionate and enthusiastic about alternative energy. *Integrity and accountability. ---- 53g7q4soljblcbgydjcp51vkr2eeq1c 1407 1406 2024-05-24T04:57:43Z Michael 1 1 revision imported 1406 wikitext text/x-wiki === Posting === First Wind is an independent wind energy company focused solely on the development, financing, construction, ownership and operation of utility-scale wind energy projects in the United States. Projects are located in the Northeastern and Western regions of the continental United States and in Hawaii. We have focused on these markets because we believe they provide the potential for future growth and investment returns at the higher end of the range available for wind projects. These markets are characterized by relatively high electricity prices, a shortage of renewable energy and sites with good wind resources that can be built in a cost effective manner. Moreover, we have focused our efforts on projects and regions with significant expansion opportunities, often enabled by transmission solutions that we have developed and built. As of March 31, 2010, we will be operating seven projects with combined rated capacity of 504 MW, and we own two generator leads that connect projects to the electricity grid (generator leads) with transmission capacity of approximately 1,200 MW. In 2009, we doubled the number of projects in our operating fleet, adding three new projects with an aggregate capacity of 385 MW. Two of these projects, Milford I, which sells power from Utah into Southern California, and Stetson I, which sells power in New England, include wholly-owned generator leads that were built in anticipation of future expansions. On March 12, 2010 our Stetson II expansion reached COD. '''Job Purpose''' The Director, Project Finance will join a small Finance team that is expected to raise third party capital. This person will manage the execution of non-recourse equipment financings, construction loans, tax equity and term project financing. The position is located at First Winds corporate offices in Boston. '''Principal Responsibilities''' *Manage negotiations and transaction execution for project financings for construction/term. *Manage negotiations and documentation of tax equity financings to monetize the projects tax attributes. *Lead and coordinate internal teams to manage the execution of deals. *Oversee finance associates that will assist in transaction execution and financial modeling. '''Qualifications''' *7 to 10 years of Banking or Finance experience. *Energy industry experience is required. *MBA, CFA or similar education. *Extensive experience with non-recourse project financings and/or tax equity. *Transaction experience leading and managing transactions. *Extensive financial modeling skills. *Proven ability to lead projects and also work both independently and collaboratively as an individual contributor. *Proficient with MS Office. '''Personal Attributes Essential for Success at First Wind''' *A collaborative style and a can do attitude. *Comfortable with fast paced, rapidly changing environment. *Ability to make informed decisions quickly. *Passionate and enthusiastic about alternative energy. *Integrity and accountability. ---- 53g7q4soljblcbgydjcp51vkr2eeq1c 0 720 1408 2021-08-02T21:02:50Z Greis>Michael 0 1408 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::active]] [[opportunity status::Applied]] *Applied - [[activity date::2021-08-02]] :*Resume - {{mmb|C:\Documents\Career\Opportunities\Greis MJ resume and cover GMO Head of ESG and Sustainbility.pdf}} :*Cover Letter - {{mmb|C:\Documents\Career\Opportunities\Greis MJ resume and cover GMO Head of ESG and Sustainbility.pdf}} <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Postings :*[https://www.gmo.com/americas/careers/ GMO web site] :*Posted [[event date::2021-06-27]] === Posting === Partnering closely with members of our senior leadership, investment, and client facing teams, GMO’s Head of ESG and Sustainability has responsibility for: 1)collaborating with our investment teams to integrate ESG factors into their processes 2) overseeing our firm’s ESG and sustainability-related business, product development, and communications efforts and 3) playing a critical role in representing GMO’s ESG-related capabilities and product offerings with clients and prospects. This person will manage and work closely with our Singapore-based ESG Practice Lead. '''Responsibilities''' *Drive GMO’s ESG and sustainability-related steering / oversight groups, working to prioritize initiatives and accelerate progress *Work closely with the investment teams to continually enhance the integration of material ESG factors into their research and decision-making processes *Partner with GMO’s Investment Stewardship group, focusing on our engagement efforts with companies held in our portfolios *Broaden GMO’s public identity in ESG-related investing by presenting at conferences, appearing in the media, and authoring thought provoking research and market perspective. Partner with Jeremy Grantham / the Grantham Foundation. *Advance GMO’s own ESG / sustainability excellence *Educate investment, business development, and client-facing teams on ESG and sustainability-related industry developments and best practices. *Oversee the work of GMO’s ESG Practice lead '''Skills''' *Minimum 10+ years in investment management; 5+ in an ESG related function *Undergraduate degree is required. An advanced degree is preferred *Strong background in research analysis or product strategy, with particular emphasis on relevant industry and ESG issues preferred *Passion for ESG issues, particularly relating to the environment *Strong organizational and analytical skills. Demonstrated success in managing substantial initiatives *Superior relationship management skills *Ability to present to large audiences in a compelling manner *Solid understanding of ESG frameworks such as the UN Sustainable Development Goals, Taskforce on Climate Related Financial Disclosures and the Sustainability Accounting Standards Board '''Company Profile''' Founded in 1977, GMO is a private partnership committed to delivering superior investment performance and advice to our clients.  We offer strategies where we believe we are positioned to add the greatest value for our investors.  These include multi-asset class, equity, fixed income, and alternative portfolios.  Our client base includes corporate and public defined benefit and defined contribution retirement plans, endowments, foundations, sovereign wealth funds, financial intermediaries, and high net worth individuals. GMO, whose sole business is investment management, employs approximately 470 people and is headquartered in Boston with offices in San Francisco, London, Amsterdam, Sydney, and Singapore. We manage roughly $65 billion in client assets using a combination of top-down and bottom-up approaches that blend traditional fundamental insights with innovative quantitative methods to identify undervalued asset classes and securities. We are known for sharing candid views with clients and for our willingness to take bold, differentiated positions when opportunities warrant. Our Founder Jeremy Grantham is a pioneer in the fight against climate change. He and his wife Hannelore established the Grantham Foundation for the Protection of the Environment in 1997. ---- 3db9obg3cs6jlrwwn7u82992jb0yj09 1409 1408 2024-05-24T04:57:43Z Michael 1 1 revision imported 1408 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::active]] [[opportunity status::Applied]] *Applied - [[activity date::2021-08-02]] :*Resume - {{mmb|C:\Documents\Career\Opportunities\Greis MJ resume and cover GMO Head of ESG and Sustainbility.pdf}} :*Cover Letter - {{mmb|C:\Documents\Career\Opportunities\Greis MJ resume and cover GMO Head of ESG and Sustainbility.pdf}} <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Postings :*[https://www.gmo.com/americas/careers/ GMO web site] :*Posted [[event date::2021-06-27]] === Posting === Partnering closely with members of our senior leadership, investment, and client facing teams, GMO’s Head of ESG and Sustainability has responsibility for: 1)collaborating with our investment teams to integrate ESG factors into their processes 2) overseeing our firm’s ESG and sustainability-related business, product development, and communications efforts and 3) playing a critical role in representing GMO’s ESG-related capabilities and product offerings with clients and prospects. This person will manage and work closely with our Singapore-based ESG Practice Lead. '''Responsibilities''' *Drive GMO’s ESG and sustainability-related steering / oversight groups, working to prioritize initiatives and accelerate progress *Work closely with the investment teams to continually enhance the integration of material ESG factors into their research and decision-making processes *Partner with GMO’s Investment Stewardship group, focusing on our engagement efforts with companies held in our portfolios *Broaden GMO’s public identity in ESG-related investing by presenting at conferences, appearing in the media, and authoring thought provoking research and market perspective. Partner with Jeremy Grantham / the Grantham Foundation. *Advance GMO’s own ESG / sustainability excellence *Educate investment, business development, and client-facing teams on ESG and sustainability-related industry developments and best practices. *Oversee the work of GMO’s ESG Practice lead '''Skills''' *Minimum 10+ years in investment management; 5+ in an ESG related function *Undergraduate degree is required. An advanced degree is preferred *Strong background in research analysis or product strategy, with particular emphasis on relevant industry and ESG issues preferred *Passion for ESG issues, particularly relating to the environment *Strong organizational and analytical skills. Demonstrated success in managing substantial initiatives *Superior relationship management skills *Ability to present to large audiences in a compelling manner *Solid understanding of ESG frameworks such as the UN Sustainable Development Goals, Taskforce on Climate Related Financial Disclosures and the Sustainability Accounting Standards Board '''Company Profile''' Founded in 1977, GMO is a private partnership committed to delivering superior investment performance and advice to our clients.  We offer strategies where we believe we are positioned to add the greatest value for our investors.  These include multi-asset class, equity, fixed income, and alternative portfolios.  Our client base includes corporate and public defined benefit and defined contribution retirement plans, endowments, foundations, sovereign wealth funds, financial intermediaries, and high net worth individuals. GMO, whose sole business is investment management, employs approximately 470 people and is headquartered in Boston with offices in San Francisco, London, Amsterdam, Sydney, and Singapore. We manage roughly $65 billion in client assets using a combination of top-down and bottom-up approaches that blend traditional fundamental insights with innovative quantitative methods to identify undervalued asset classes and securities. We are known for sharing candid views with clients and for our willingness to take bold, differentiated positions when opportunities warrant. Our Founder Jeremy Grantham is a pioneer in the fight against climate change. He and his wife Hannelore established the Grantham Foundation for the Protection of the Environment in 1997. ---- 3db9obg3cs6jlrwwn7u82992jb0yj09 0 721 1410 2021-07-19T21:22:29Z Greis>Michael 0 Created page with "== 2021-07-19 - Conversation with Jean-Pierre Mittaz == Explained that I had seen this, but wasn't sure about applying. If they just wanted someone with a name, not likely f..." 1410 wikitext text/x-wiki == 2021-07-19 - Conversation with Jean-Pierre Mittaz == Explained that I had seen this, but wasn't sure about applying. If they just wanted someone with a name, not likely for me. I understand the importance of working with the teams at GMO. *They are a collection of semi-independent investment teams. They are all at different places on the ESG journey. *I understand that you do not want to, and wouldn't succeed in forcing them all into a "corporate" approach. 9 :*Per JP, they would immediately shut down at any sense of a "corporate" ESG view. *Success will come from meeting teams where they are and enabling the next steps on their journey From JP: *Jeremy's work and visibility has given GMO a great reputation in the ESG space :*That said, they are not as far along as they may appear to be :*Their Quality fund/team has a relevant history - G primarily, but also fits :*Lucas White's Climate Change Fund *Happy to connect me to someone at GMO for an informal conversation *What's in the description isn't necessary what they want or need - like all such, interests and expectations evolve as they talk with people bc8dffnu21832fraswztmuxl59b2axt 1411 1410 2024-05-24T04:57:43Z Michael 1 1 revision imported 1410 wikitext text/x-wiki == 2021-07-19 - Conversation with Jean-Pierre Mittaz == Explained that I had seen this, but wasn't sure about applying. If they just wanted someone with a name, not likely for me. I understand the importance of working with the teams at GMO. *They are a collection of semi-independent investment teams. They are all at different places on the ESG journey. *I understand that you do not want to, and wouldn't succeed in forcing them all into a "corporate" approach. 9 :*Per JP, they would immediately shut down at any sense of a "corporate" ESG view. *Success will come from meeting teams where they are and enabling the next steps on their journey From JP: *Jeremy's work and visibility has given GMO a great reputation in the ESG space :*That said, they are not as far along as they may appear to be :*Their Quality fund/team has a relevant history - G primarily, but also fits :*Lucas White's Climate Change Fund *Happy to connect me to someone at GMO for an informal conversation *What's in the description isn't necessary what they want or need - like all such, interests and expectations evolve as they talk with people bc8dffnu21832fraswztmuxl59b2axt 0 722 1412 2011-11-14T22:30:34Z Greis>Michael 0 Created page with '__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[http://www.greencentury.com/pdf/globaldoc…' 1412 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[http://www.greencentury.com/pdf/globaldocuments/Green_Century_Marketing_Manager.pdf Green Century] web site (first received on BASIC listserv) :*November, 2011 === Posting === Green Century’s Marketing Manager is responsible for significantly increasing the number of investors in the Green Century Funds and the assets invested in the Funds. The Marketing Manager will be responsible for meeting monthly, quarterly and annual goals for new investors and new assets by building the Funds’ grassroots base of environmentally committed shareholders. The Marketing Manager will work closely with senior staff to devise and implement strategies for creatively marketing the Funds, focusing primarily on web and email marketing; outreach to the members of GCCM’s founding advocacy organizations; media and public relations; and print advertisements. The Marketing Manager may also attend conferences, meet with institutional investors and conduct meetings with financial advisors specializing in socially responsible investing. We are looking for a candidate with excellent writing and people skills, a fearless approach to calling members of the media, a proven ability to juggle multiple projects, and a good eye for design. To build the Funds’ assets and investor base, the Marketing Manager’s responsibilities may include but are not limited to the following: * Writing and overseeing the design of marketing materials * Conducting email campaigns to current and prospective new investors * Identifying new and creative opportunities to maximize GCCM’s presence on the web * Reviewing and updating Green Century’s website content * Coordinating with Green Century’s partner organizations to market the Funds to their members * Coordinating and evaluating direct mail projects * Drafting and implementing comprehensive media and public relations campaigns * Designing advertisements, researching new venues, and placing ads * Conducting periodic analysis of market research * Monitoring and controlling marketing budget expenses * Producing monthly marketing reports * Attending conferences * Organizing seminars for and meetings with prospective investors and financial advisors; including sales meetings *Qualifications We seek applicants who possess a strong commitment to environmental issues and environmentally responsible businesses. The successful candidate will also bring the following skills and attributes to the position: strong verbal, writing, interpersonal and analytical skills; energy and commitment to socially responsible investing; an ability to implement a comprehensive marketing and communications strategy; and the drive and energy to meet and exceed ambitious goals. Candidates for these positions should have three or more years of relevant professional experience post-college, including (but not limited to) work in political, policy, advocacy, business or government organizations. * Location - Boston *Salary & Benefits Salary is set on a non profit organization scale and is commensurate with relevant professional experience and/or advanced degrees. GCCM offers a comprehensive benefits package, including fully paid individual and subsidized family health care coverage, eligibility to participate in our 401k retirement plan following one year of service, educational loan assistance, parental leave and paid vacation and sick days. Opportunities for advancement, travel, and additional training are available. *Additional Information: - Please visit www.greencentury.com *To apply: Interested candidates should send a resume and cover letter in confidence to: info@greencentury.com Please indicate in the subject line: GCCM Marketing Manager Candidate ---- 01u8uuzed741keedbjk0ggdl2hfudcb 1413 1412 2024-05-24T04:57:43Z Michael 1 1 revision imported 1412 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[http://www.greencentury.com/pdf/globaldocuments/Green_Century_Marketing_Manager.pdf Green Century] web site (first received on BASIC listserv) :*November, 2011 === Posting === Green Century’s Marketing Manager is responsible for significantly increasing the number of investors in the Green Century Funds and the assets invested in the Funds. The Marketing Manager will be responsible for meeting monthly, quarterly and annual goals for new investors and new assets by building the Funds’ grassroots base of environmentally committed shareholders. The Marketing Manager will work closely with senior staff to devise and implement strategies for creatively marketing the Funds, focusing primarily on web and email marketing; outreach to the members of GCCM’s founding advocacy organizations; media and public relations; and print advertisements. The Marketing Manager may also attend conferences, meet with institutional investors and conduct meetings with financial advisors specializing in socially responsible investing. We are looking for a candidate with excellent writing and people skills, a fearless approach to calling members of the media, a proven ability to juggle multiple projects, and a good eye for design. To build the Funds’ assets and investor base, the Marketing Manager’s responsibilities may include but are not limited to the following: * Writing and overseeing the design of marketing materials * Conducting email campaigns to current and prospective new investors * Identifying new and creative opportunities to maximize GCCM’s presence on the web * Reviewing and updating Green Century’s website content * Coordinating with Green Century’s partner organizations to market the Funds to their members * Coordinating and evaluating direct mail projects * Drafting and implementing comprehensive media and public relations campaigns * Designing advertisements, researching new venues, and placing ads * Conducting periodic analysis of market research * Monitoring and controlling marketing budget expenses * Producing monthly marketing reports * Attending conferences * Organizing seminars for and meetings with prospective investors and financial advisors; including sales meetings *Qualifications We seek applicants who possess a strong commitment to environmental issues and environmentally responsible businesses. The successful candidate will also bring the following skills and attributes to the position: strong verbal, writing, interpersonal and analytical skills; energy and commitment to socially responsible investing; an ability to implement a comprehensive marketing and communications strategy; and the drive and energy to meet and exceed ambitious goals. Candidates for these positions should have three or more years of relevant professional experience post-college, including (but not limited to) work in political, policy, advocacy, business or government organizations. * Location - Boston *Salary & Benefits Salary is set on a non profit organization scale and is commensurate with relevant professional experience and/or advanced degrees. GCCM offers a comprehensive benefits package, including fully paid individual and subsidized family health care coverage, eligibility to participate in our 401k retirement plan following one year of service, educational loan assistance, parental leave and paid vacation and sick days. Opportunities for advancement, travel, and additional training are available. *Additional Information: - Please visit www.greencentury.com *To apply: Interested candidates should send a resume and cover letter in confidence to: info@greencentury.com Please indicate in the subject line: GCCM Marketing Manager Candidate ---- 01u8uuzed741keedbjk0ggdl2hfudcb 0 723 1414 2010-06-23T19:16:13Z Greis>Michael 0 1414 wikitext text/x-wiki Applied online at eCareers 6-23-10 [[Media:Mjg michael page investor relations cover.pdf|Cover letter]] == Posting == '''Investor Relations - Boston Hedge Fund''' *Company - Recruiter (Michael Page) *Updated - Jun 14, 2010 *[http://jobs.efinancialcareers.com/job-4000000000644453.htm eFC Ref no 656961] Our client is a Boston based boutique asset manager with a broad investment strategy and multi billion AUM. Due to increased demands on the Investor Relations team a new role has become available. The position is an addition to the Investor Relations team. The responsibilities are; *Assist with client and prospective investor requests. Coordinate internally across accounting, legal, tax, investment and information technology departments to gather needed information to support investor relations needs. Investor requests may include due diligence questions; contact and distribution updates; balance and performance information; assistance with questions about subscriptions, redemptions and transfers; and general questions about the firm. *Assist in updating, maintaining and distributing investor relations materials. Materials are updated using an advanced knowledge of Microsoft Excel, Word and PowerPoint. *Assist with distribution of investor capital statements and capital activity notices. *Facilitate the process of providing investors with access to the firm’s website and assist in administering the site. *Assist in maintaining accuracy and integrity of all investor records. *Update and maintain CRM system. Note; This is not a fund raising position, nor is it a lead role. The ideal candidate will have 4-8 years experience and be coming from an IR background or an Operations type position within an Alternative Asset Manager. sa7ed7shzv2u8m27bj618ldutf8w96f 1415 1414 2024-05-24T04:57:43Z Michael 1 1 revision imported 1414 wikitext text/x-wiki Applied online at eCareers 6-23-10 [[Media:Mjg michael page investor relations cover.pdf|Cover letter]] == Posting == '''Investor Relations - Boston Hedge Fund''' *Company - Recruiter (Michael Page) *Updated - Jun 14, 2010 *[http://jobs.efinancialcareers.com/job-4000000000644453.htm eFC Ref no 656961] Our client is a Boston based boutique asset manager with a broad investment strategy and multi billion AUM. Due to increased demands on the Investor Relations team a new role has become available. The position is an addition to the Investor Relations team. The responsibilities are; *Assist with client and prospective investor requests. Coordinate internally across accounting, legal, tax, investment and information technology departments to gather needed information to support investor relations needs. Investor requests may include due diligence questions; contact and distribution updates; balance and performance information; assistance with questions about subscriptions, redemptions and transfers; and general questions about the firm. *Assist in updating, maintaining and distributing investor relations materials. Materials are updated using an advanced knowledge of Microsoft Excel, Word and PowerPoint. *Assist with distribution of investor capital statements and capital activity notices. *Facilitate the process of providing investors with access to the firm’s website and assist in administering the site. *Assist in maintaining accuracy and integrity of all investor records. *Update and maintain CRM system. Note; This is not a fund raising position, nor is it a lead role. The ideal candidate will have 4-8 years experience and be coming from an IR background or an Operations type position within an Alternative Asset Manager. sa7ed7shzv2u8m27bj618ldutf8w96f 0 724 1416 2010-08-23T14:31:16Z Greis>Michael 0 1416 wikitext text/x-wiki *Applied - online 8-23-10 :*Resume ifs :*Cover Letter '''mjg Page Hedge Fund Investor Relations''' *Posting - [http://jobs.efinancialcareers.com/job-4000000000667445.htm eFC 679827] *Date - August 2010 == Posting == *Company - Michael Page (Recruiter) *Location - Boston, MA, 02110 *Compensation - 120,000- $150,000 + Bonus *Position Type - Permanent *Employment type - Full time *Updated - Aug 18, 2010 *eFC Ref no - 679827 Our client is a top performing L/S Equity Hedge Fund with a fantastic track record and a great culture. Our client is looking for a top athlete to work on the following projects- *Respond to client and investor requests for information. Coordinate internally across internal business partner departments to gather needed information to support investor relations responses. Investor requests may include due diligence questions; contact and distribution updates; balance and performance information; assistance with questions about subscriptions, redemptions and transfers; and general questions about the firm. *Develop and enhance marketing material, investor relationships, and provide market research on potential new investors *Facilitate the process of gathering fund information, and working with the senior management to build out the investor relations function. Our client is looking for: *Excellent career record in sales/marketing+ investor relations+ relationships management. Candidates with a Private Equity, Asset Management and/or Hedge Fund experience are highly preferred. *Strong pedigree (GPA 3.5 +) *Ability to demonstrate strong organizational skills, excellent communication skills, paired with the capacity to work as an individual contributor. *Candidates from Boston, or candidates with strong ties to Boston are of preference. ---- bmtjr7mxmtypsf1hsrsngh7y5jve8uh 1417 1416 2024-05-24T04:57:43Z Michael 1 1 revision imported 1416 wikitext text/x-wiki *Applied - online 8-23-10 :*Resume ifs :*Cover Letter '''mjg Page Hedge Fund Investor Relations''' *Posting - [http://jobs.efinancialcareers.com/job-4000000000667445.htm eFC 679827] *Date - August 2010 == Posting == *Company - Michael Page (Recruiter) *Location - Boston, MA, 02110 *Compensation - 120,000- $150,000 + Bonus *Position Type - Permanent *Employment type - Full time *Updated - Aug 18, 2010 *eFC Ref no - 679827 Our client is a top performing L/S Equity Hedge Fund with a fantastic track record and a great culture. Our client is looking for a top athlete to work on the following projects- *Respond to client and investor requests for information. Coordinate internally across internal business partner departments to gather needed information to support investor relations responses. Investor requests may include due diligence questions; contact and distribution updates; balance and performance information; assistance with questions about subscriptions, redemptions and transfers; and general questions about the firm. *Develop and enhance marketing material, investor relationships, and provide market research on potential new investors *Facilitate the process of gathering fund information, and working with the senior management to build out the investor relations function. Our client is looking for: *Excellent career record in sales/marketing+ investor relations+ relationships management. Candidates with a Private Equity, Asset Management and/or Hedge Fund experience are highly preferred. *Strong pedigree (GPA 3.5 +) *Ability to demonstrate strong organizational skills, excellent communication skills, paired with the capacity to work as an individual contributor. *Candidates from Boston, or candidates with strong ties to Boston are of preference. ---- bmtjr7mxmtypsf1hsrsngh7y5jve8uh 0 725 1418 2010-08-23T20:02:12Z Greis>Michael 0 1418 wikitext text/x-wiki See [[People/Tony Morettini/History|notes from call]] with Tony Morettini. === Notes - Twyla Guyette 2010-08-23 === *Growing the penetration *Jim Corgel's vision - wrapping it around a smarter planet *Replace NE person *Bring 3 more people on board - *Jeff (only guy left?) - working on project to determine what territories would look like *Looking to define Jim vision :*Build the skills :*Create hiring... *How do you help people get involved? :*Smarter Planet could be a key *Kevin Simon - w/w academic initiative leader :*Will be key to pulling whoever they do pull on board :*Will arrange a conversation with him *Can't actually look outside until two weeks after posting (time reset when she specified Boston), so may be a week or so before she can officially do anything *Sees what I can offer in leadership - would like to see how to get me involved *Twyla's team (Technical Managers) work with large ISV's (Oracle, Cisco, Dassault *She also works with VC's - those IBM works with directly and others :*Opportunity for Academic Initiative :*Smart Camp - competition for ideas from VC's and companies :*Like the GE innovation initiative *Could go worldwide *Might just replace Bob (Brees?) - NE person and bring on someone to do the larger leadership and vision role :*Let Twyla know that I am fine with covering the territory and adding the leadership role as they need it/can support it Has three adult children: :*Daughter 30 - made some poor choices, figuring it out :*Son 28 :*Daughter 20 - always wanted to be a vet. Now thinking large animal vet ---- 1qcledo356hci8lxdlxw3gjctby76ta 1419 1418 2024-05-24T04:57:43Z Michael 1 1 revision imported 1418 wikitext text/x-wiki See [[People/Tony Morettini/History|notes from call]] with Tony Morettini. === Notes - Twyla Guyette 2010-08-23 === *Growing the penetration *Jim Corgel's vision - wrapping it around a smarter planet *Replace NE person *Bring 3 more people on board - *Jeff (only guy left?) - working on project to determine what territories would look like *Looking to define Jim vision :*Build the skills :*Create hiring... *How do you help people get involved? :*Smarter Planet could be a key *Kevin Simon - w/w academic initiative leader :*Will be key to pulling whoever they do pull on board :*Will arrange a conversation with him *Can't actually look outside until two weeks after posting (time reset when she specified Boston), so may be a week or so before she can officially do anything *Sees what I can offer in leadership - would like to see how to get me involved *Twyla's team (Technical Managers) work with large ISV's (Oracle, Cisco, Dassault *She also works with VC's - those IBM works with directly and others :*Opportunity for Academic Initiative :*Smart Camp - competition for ideas from VC's and companies :*Like the GE innovation initiative *Could go worldwide *Might just replace Bob (Brees?) - NE person and bring on someone to do the larger leadership and vision role :*Let Twyla know that I am fine with covering the territory and adding the leadership role as they need it/can support it Has three adult children: :*Daughter 30 - made some poor choices, figuring it out :*Son 28 :*Daughter 20 - always wanted to be a vet. Now thinking large animal vet ---- 1qcledo356hci8lxdlxw3gjctby76ta 0 726 1420 2011-09-29T16:29:44Z Greis>Michael 0 Created page with '*Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://jobline.cfainstitute.org/jobs/4508282/?ref=1 CFA Institute Job Line] :*September, 2011 :*Added to JobL…' 1420 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://jobline.cfainstitute.org/jobs/4508282/?ref=1 CFA Institute Job Line] :*September, 2011 :*Added to JobLine job cart 2011-09-28 *Notes :*Without significant analysis experience, would I have to put together an analysis to demonstrate capability? === Posting === '''Power & Infrastructure Finance Investment Analyst''' '''Job Description''' The '''Bond & Corporate Finance Group''' manages approximately $65 billion of investments for the John Hancock Life Insurance Company, and for its parent, Toronto-based Manulife Financial. BCF is a leading investor in a range of specialized areas of industry and investment expertise. The Power Team supports a team of 14 investment professionals whose work is focused on making investments in electric utilities and power plants, and managing the $16 billion portfolio of these investments. The investment analyst must be well versed on all companies and industries covered by his/her team. Incumbents lead portions of investment analysis and transaction execution utilizing his/her broad corporate finance experience/capabilities. '''Responsibilities''' include: :*Become well versed on all companies and industries covered by his/her team :*Represent the investment deal team to internal and external customers with increasing responsibility :*Support investment officers in evaluating the performance and prospects of our portfolio companies and analyzing new investment proposals for their risks and likely returns :*Prepare periodic reviews of the performance of companies in which we have invested, including investment research and financial analysis :*Executes responsibilities with a broad understanding of investment law, loan documentation and compliance :*Continues to build on experience/exposure with public companies '''Requirements''' :*Bachelor's Degree in business, accounting or economics required :*Must have obtained or be near completion of CFA or MBA and/or have acquired significant years of industry experience :*3 - 6 years investment work experience with a stronger and broader understanding of investment and credit analysis :*Understands bankruptcy/insolvency process, has direct experience working with troubled credits from working with senior officers on certificate/waiver process and restructuring/recovery cases :*Must be able to manage multiple projects at once. :*Strong project management skills; contacts and follows up with legal, accounting, portfolio to move joint work forward :*Strong verbal and written communication skill needed to effectively communicate with Senior Management on financial analyses :*Strong quantitative, analytical skills along with ability to think strategically :*Skill with financial statement analysis is critical :*Attention to detail is a critical success factor in this position ---- owmc1u9sr9kwvrvinv7uqwgjpdde6ue 1421 1420 2024-05-24T04:57:43Z Michael 1 1 revision imported 1420 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://jobline.cfainstitute.org/jobs/4508282/?ref=1 CFA Institute Job Line] :*September, 2011 :*Added to JobLine job cart 2011-09-28 *Notes :*Without significant analysis experience, would I have to put together an analysis to demonstrate capability? === Posting === '''Power & Infrastructure Finance Investment Analyst''' '''Job Description''' The '''Bond & Corporate Finance Group''' manages approximately $65 billion of investments for the John Hancock Life Insurance Company, and for its parent, Toronto-based Manulife Financial. BCF is a leading investor in a range of specialized areas of industry and investment expertise. The Power Team supports a team of 14 investment professionals whose work is focused on making investments in electric utilities and power plants, and managing the $16 billion portfolio of these investments. The investment analyst must be well versed on all companies and industries covered by his/her team. Incumbents lead portions of investment analysis and transaction execution utilizing his/her broad corporate finance experience/capabilities. '''Responsibilities''' include: :*Become well versed on all companies and industries covered by his/her team :*Represent the investment deal team to internal and external customers with increasing responsibility :*Support investment officers in evaluating the performance and prospects of our portfolio companies and analyzing new investment proposals for their risks and likely returns :*Prepare periodic reviews of the performance of companies in which we have invested, including investment research and financial analysis :*Executes responsibilities with a broad understanding of investment law, loan documentation and compliance :*Continues to build on experience/exposure with public companies '''Requirements''' :*Bachelor's Degree in business, accounting or economics required :*Must have obtained or be near completion of CFA or MBA and/or have acquired significant years of industry experience :*3 - 6 years investment work experience with a stronger and broader understanding of investment and credit analysis :*Understands bankruptcy/insolvency process, has direct experience working with troubled credits from working with senior officers on certificate/waiver process and restructuring/recovery cases :*Must be able to manage multiple projects at once. :*Strong project management skills; contacts and follows up with legal, accounting, portfolio to move joint work forward :*Strong verbal and written communication skill needed to effectively communicate with Senior Management on financial analyses :*Strong quantitative, analytical skills along with ability to think strategically :*Skill with financial statement analysis is critical :*Attention to detail is a critical success factor in this position ---- owmc1u9sr9kwvrvinv7uqwgjpdde6ue 0 727 1422 2017-12-20T19:18:28Z Greis>Michael 0 1422 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] *Status: [[project status::closed]] [[opportunity status::DNA]] [[activity date::2016]] *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' ESG Analyst position at [[entity of::Loring Wolcott and Coolidge]]'s '''Sustainability Group''' *[[Career/Opportunities/LWCo ESG Analyst/Notes|Notes]] *Posting :*[ Posting Source] :*Posted [[event date::2016-04-05]] === Posting === The Sustainability Group is looking to hire an Environmental, Social and Governance (ESG) Analyst. *Founded by industry pioneer Amy Domini in 1987, and guided by our commitment to universal human dignity and ecological sustainability, the Sustainability Group invests in a manner that can make a positive difference in the lives of people and our planet. *We are part of Loring, Wolcott & Coolidge Trust, LLC, a 200-year old Boston-based private trust and investment management firm with approximately $6 billion in assets under management—one-quarter of which is managed directly by the Sustainability Group. '''Position Overview''' A critical team member of the Sustainability Group, the ESG Analyst will work directly with the firm's portfolio managers on a broad array of global corporate responsibility issues, including environmental stewardship, community impact, and corporate governance to support equity investment decisions. The ideal candidate will possess a proven passion for the field of sustainability, exceptional research and analytic skills, strong background in quantitative financial analysis and be an energetic, self-starting team player. '''Responsibilities''' *Research and analyze the sustainability performance and business strategy of current equity portfolio. *Work with team members to develop and maintain a methodology for integrating ESG into bottom-up and top-down analysis. *Produce and maintain metrics and tools to assess the ESG performance of portfolio companies.Help identify new potential investments. *Work with the advocacy team to identify issues that may require action. *Provide thought leadership on ESG and sustainability topics and trends. *Develop relationships with relevant outside companies, organizations and other leaders. *Create and maintain client communications and respond to client inquiries, as necessary. *Provide quantitative analysis of large data sets and produce reports, databases, tables and charts for internal and external reports. Requirements and Qualifications *Proven commitment to advancing a more sustainable economy. *5+ years relevant work experience. *Strong passion for, and expertise in, research and analysis. *Demonstrated ability to collect, organize and analyze information. *Facility with synthesizing research, extracting key facts and presenting written recommendations of varying length. *Excellent communications skills. *Nimble and efficient problem solver and learner with the ability to manage workflow and meet tight deadlines. *Proven ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook, even in high stress situations. *Unwavering commitment to detail while juggling multiple tasks. *Integrity, discretion, and respect for confidential information are absolutely essential. *Expertise in MS Excel; profiency in Word, PowerPoint; familiarity with Bloomberg and FactSet. '''Reporting''' The ESG Analyst will report to the Partners of the Sustainability Group. This position is exempt and is required to be in the office Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice. This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change. '''Compensation and Benefits''' - Salary is commensurate with experience. Generous benefits package included. '''To Apply:''' *Please email a resume and cover letter that expresses your passion for sustainability and interest in the position tocareers@lwcotrust.com. *We welcome the inclusion of relevant writing samples. ---- a6dtt7ziuq59pljqz8t2e89lixnya6e 1423 1422 2024-05-24T04:57:43Z Michael 1 1 revision imported 1422 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] *Status: [[project status::closed]] [[opportunity status::DNA]] [[activity date::2016]] *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' ESG Analyst position at [[entity of::Loring Wolcott and Coolidge]]'s '''Sustainability Group''' *[[Career/Opportunities/LWCo ESG Analyst/Notes|Notes]] *Posting :*[ Posting Source] :*Posted [[event date::2016-04-05]] === Posting === The Sustainability Group is looking to hire an Environmental, Social and Governance (ESG) Analyst. *Founded by industry pioneer Amy Domini in 1987, and guided by our commitment to universal human dignity and ecological sustainability, the Sustainability Group invests in a manner that can make a positive difference in the lives of people and our planet. *We are part of Loring, Wolcott & Coolidge Trust, LLC, a 200-year old Boston-based private trust and investment management firm with approximately $6 billion in assets under management—one-quarter of which is managed directly by the Sustainability Group. '''Position Overview''' A critical team member of the Sustainability Group, the ESG Analyst will work directly with the firm's portfolio managers on a broad array of global corporate responsibility issues, including environmental stewardship, community impact, and corporate governance to support equity investment decisions. The ideal candidate will possess a proven passion for the field of sustainability, exceptional research and analytic skills, strong background in quantitative financial analysis and be an energetic, self-starting team player. '''Responsibilities''' *Research and analyze the sustainability performance and business strategy of current equity portfolio. *Work with team members to develop and maintain a methodology for integrating ESG into bottom-up and top-down analysis. *Produce and maintain metrics and tools to assess the ESG performance of portfolio companies.Help identify new potential investments. *Work with the advocacy team to identify issues that may require action. *Provide thought leadership on ESG and sustainability topics and trends. *Develop relationships with relevant outside companies, organizations and other leaders. *Create and maintain client communications and respond to client inquiries, as necessary. *Provide quantitative analysis of large data sets and produce reports, databases, tables and charts for internal and external reports. Requirements and Qualifications *Proven commitment to advancing a more sustainable economy. *5+ years relevant work experience. *Strong passion for, and expertise in, research and analysis. *Demonstrated ability to collect, organize and analyze information. *Facility with synthesizing research, extracting key facts and presenting written recommendations of varying length. *Excellent communications skills. *Nimble and efficient problem solver and learner with the ability to manage workflow and meet tight deadlines. *Proven ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook, even in high stress situations. *Unwavering commitment to detail while juggling multiple tasks. *Integrity, discretion, and respect for confidential information are absolutely essential. *Expertise in MS Excel; profiency in Word, PowerPoint; familiarity with Bloomberg and FactSet. '''Reporting''' The ESG Analyst will report to the Partners of the Sustainability Group. This position is exempt and is required to be in the office Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice. This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change. '''Compensation and Benefits''' - Salary is commensurate with experience. Generous benefits package included. '''To Apply:''' *Please email a resume and cover letter that expresses your passion for sustainability and interest in the position tocareers@lwcotrust.com. *We welcome the inclusion of relevant writing samples. ---- a6dtt7ziuq59pljqz8t2e89lixnya6e 0 728 1424 2016-05-16T18:43:16Z Greis>Michael 0 1424 wikitext text/x-wiki ==2016-05-16 == Conversation with Steve Lydenberg Agenda notes: *CFA Annual Conference *Vancouver Pension Fund meeting *CECP/SII & TIIP for November *LWCo opportunity Canada has the highest proportion SHARE - Peter Chapman - Educate and provide support to union pension funds and members :*Like the IRI in the US; around longer; elaborate; :*Mostly BC funds + NYC Teachers (Kavansky) == 2015-05-10 == Call with Larisa Rouff Sustainability Group's Functions: '''*Portfolio Selection''' *Guiding principles: Commitment to universal human dignity and ecological sustainability :*seek to invest in high-quality growth companies that beneficially transform the way the world does business :*avoid investing in companies we feel have a negative cost to society :*avoiding some industries entirely. *Structure portfolios around themes :*From technology that reduces energy demand to companies that actively work to encourage healthy living :*Focus on investment themes with the greatest potential for sustainable growth—both today and for future generations. *Standalone portfolio management - customized for our clients '''Shareholder Engagement and Proxy Voting''' '''Community Development Investing''' *Formalize things more *Scale *Understand our sectors and companies more *Effective integration into the process *Communications - not very good at talking about what we've been doing... Broader office - 200+ years *About 25% is managed through sustainability group *Working with Amy, Wendy and Andy * Differences among the clients and pieces of the firm: *Lens - small office, lots of information sharing.... :*Advocacy gets communicated throughout office Question for trustees: *All in or percentage - all in *Majority of assets in mainstream equities - S&P 500 :*More innovative vehicles *Other classes? Rest of the team? *Larisa - shareholder *Trust advisors and assistants :*Span of control? Shareholder engagement *Set key issues *Cyclical in nature *One year out.... *Themes: :*Climate :*Some pervasive :*Mix in themes and issues What should I talk about? *Excitement and passion * == 2016-05-09 == *[[involved::Rob Fernandez]] knows and talked with [[involved::Larisa Ruoff]] at the Ceres conference. Larisa is handling the hiring for this position, and told Rob she was looking for candidates. *Rob put Larisa in touch with me this morning *Larisa contacted me right away; asked if we could talk at 1:00 pm today or tomorrow *Responded to set up call tomorrow (Tuesday 5/10) Note: Larisa's LinkedIn profile - https://www.linkedin.com/in/larisa-ruoff-0b546143 === Connections === [[involved::Amy Domini]] is on the [http://masshist.org/about/board Massachusetts Historical Society Board of Overseers], along with Jim Segal and Miles Shore. == 2016-04-05 == Note to [[involved::Steve Lydenberg]] asking him to connect with [[involved::Amy Domini]]. *What are they looking for and would this be a fit? *Was Dylan's position. sm1ajmmi8vx4bw4ceee4qpry8yam4x9 1425 1424 2024-05-24T04:57:43Z Michael 1 1 revision imported 1424 wikitext text/x-wiki ==2016-05-16 == Conversation with Steve Lydenberg Agenda notes: *CFA Annual Conference *Vancouver Pension Fund meeting *CECP/SII & TIIP for November *LWCo opportunity Canada has the highest proportion SHARE - Peter Chapman - Educate and provide support to union pension funds and members :*Like the IRI in the US; around longer; elaborate; :*Mostly BC funds + NYC Teachers (Kavansky) == 2015-05-10 == Call with Larisa Rouff Sustainability Group's Functions: '''*Portfolio Selection''' *Guiding principles: Commitment to universal human dignity and ecological sustainability :*seek to invest in high-quality growth companies that beneficially transform the way the world does business :*avoid investing in companies we feel have a negative cost to society :*avoiding some industries entirely. *Structure portfolios around themes :*From technology that reduces energy demand to companies that actively work to encourage healthy living :*Focus on investment themes with the greatest potential for sustainable growth—both today and for future generations. *Standalone portfolio management - customized for our clients '''Shareholder Engagement and Proxy Voting''' '''Community Development Investing''' *Formalize things more *Scale *Understand our sectors and companies more *Effective integration into the process *Communications - not very good at talking about what we've been doing... Broader office - 200+ years *About 25% is managed through sustainability group *Working with Amy, Wendy and Andy * Differences among the clients and pieces of the firm: *Lens - small office, lots of information sharing.... :*Advocacy gets communicated throughout office Question for trustees: *All in or percentage - all in *Majority of assets in mainstream equities - S&P 500 :*More innovative vehicles *Other classes? Rest of the team? *Larisa - shareholder *Trust advisors and assistants :*Span of control? Shareholder engagement *Set key issues *Cyclical in nature *One year out.... *Themes: :*Climate :*Some pervasive :*Mix in themes and issues What should I talk about? *Excitement and passion * == 2016-05-09 == *[[involved::Rob Fernandez]] knows and talked with [[involved::Larisa Ruoff]] at the Ceres conference. Larisa is handling the hiring for this position, and told Rob she was looking for candidates. *Rob put Larisa in touch with me this morning *Larisa contacted me right away; asked if we could talk at 1:00 pm today or tomorrow *Responded to set up call tomorrow (Tuesday 5/10) Note: Larisa's LinkedIn profile - https://www.linkedin.com/in/larisa-ruoff-0b546143 === Connections === [[involved::Amy Domini]] is on the [http://masshist.org/about/board Massachusetts Historical Society Board of Overseers], along with Jim Segal and Miles Shore. == 2016-04-05 == Note to [[involved::Steve Lydenberg]] asking him to connect with [[involved::Amy Domini]]. *What are they looking for and would this be a fit? *Was Dylan's position. sm1ajmmi8vx4bw4ceee4qpry8yam4x9 0 729 1426 2010-06-23T18:22:29Z Greis>Michael 0 Created page with 'Applied 6-23-10 online using new template cover letter. *[[Media:Mjg mfs cover.pdf|Cover Letter]] === Posting === '''Small/Mid Cap Research Analyst''' [http://jobs.efinanci…' 1426 wikitext text/x-wiki Applied 6-23-10 online using new template cover letter. *[[Media:Mjg mfs cover.pdf|Cover Letter]] === Posting === '''Small/Mid Cap Research Analyst''' [http://jobs.efinancialcareers.com/job-4000000000623027.htm eFC Ref no 635588] Using discretion and judgment, researches specified industries or global regions to develop specific small/mid cap company and stock recommendations for the portfolios managed by MFS. PRINCIPAL RESPONSIBILITIES: * Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS. * Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations. * Attends conferences, travels to company facilities, and interviews corporate management at all levels. Travel will encompass approximately 30% of this job. * Acts as the in-house expert on designated area of concentration. * Performs additional duties as directed. JOB REQUIREMENTS: * Master of Business Administration degree, or equivalent business experience. * Ability to travel frequently. * Ability to work independently, using research, analysis, and communication skills. * Language skills a plus. spooqd07gf5ic6j7auspwz6lbmrnz2e 1427 1426 2024-05-24T04:57:43Z Michael 1 1 revision imported 1426 wikitext text/x-wiki Applied 6-23-10 online using new template cover letter. *[[Media:Mjg mfs cover.pdf|Cover Letter]] === Posting === '''Small/Mid Cap Research Analyst''' [http://jobs.efinancialcareers.com/job-4000000000623027.htm eFC Ref no 635588] Using discretion and judgment, researches specified industries or global regions to develop specific small/mid cap company and stock recommendations for the portfolios managed by MFS. PRINCIPAL RESPONSIBILITIES: * Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS. * Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations. * Attends conferences, travels to company facilities, and interviews corporate management at all levels. Travel will encompass approximately 30% of this job. * Acts as the in-house expert on designated area of concentration. * Performs additional duties as directed. JOB REQUIREMENTS: * Master of Business Administration degree, or equivalent business experience. * Ability to travel frequently. * Ability to work independently, using research, analysis, and communication skills. * Language skills a plus. spooqd07gf5ic6j7auspwz6lbmrnz2e 4475 1427 2024-05-24T19:54:12Z Michael 1 4475 wikitext text/x-wiki Applied 6-23-10 online using new template cover letter. *[[File:Mjg mfs cover.pdf|Cover Letter]] === Posting === '''Small/Mid Cap Research Analyst''' [http://jobs.efinancialcareers.com/job-4000000000623027.htm eFC Ref no 635588] Using discretion and judgment, researches specified industries or global regions to develop specific small/mid cap company and stock recommendations for the portfolios managed by MFS. PRINCIPAL RESPONSIBILITIES: * Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS. * Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations. * Attends conferences, travels to company facilities, and interviews corporate management at all levels. Travel will encompass approximately 30% of this job. * Acts as the in-house expert on designated area of concentration. * Performs additional duties as directed. JOB REQUIREMENTS: * Master of Business Administration degree, or equivalent business experience. * Ability to travel frequently. * Ability to work independently, using research, analysis, and communication skills. * Language skills a plus. cruf2oq9qisvsyvjimul3q9sxjhwnm3 4476 4475 2024-05-24T19:54:37Z Michael 1 4476 wikitext text/x-wiki Applied 6-23-10 online using new template cover letter. *[[Media:Mjg mfs cover.pdf|Cover Letter]] === Posting === '''Small/Mid Cap Research Analyst''' [http://jobs.efinancialcareers.com/job-4000000000623027.htm eFC Ref no 635588] Using discretion and judgment, researches specified industries or global regions to develop specific small/mid cap company and stock recommendations for the portfolios managed by MFS. PRINCIPAL RESPONSIBILITIES: * Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS. * Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations. * Attends conferences, travels to company facilities, and interviews corporate management at all levels. Travel will encompass approximately 30% of this job. * Acts as the in-house expert on designated area of concentration. * Performs additional duties as directed. JOB REQUIREMENTS: * Master of Business Administration degree, or equivalent business experience. * Ability to travel frequently. * Ability to work independently, using research, analysis, and communication skills. * Language skills a plus. spooqd07gf5ic6j7auspwz6lbmrnz2e 4477 4476 2024-05-24T19:55:39Z Michael 1 4477 wikitext text/x-wiki Applied 6-23-10 online using new template cover letter. *[[Media:Mjg_mfs_cover.pdf|Cover Letter]] === Posting === '''Small/Mid Cap Research Analyst''' [http://jobs.efinancialcareers.com/job-4000000000623027.htm eFC Ref no 635588] Using discretion and judgment, researches specified industries or global regions to develop specific small/mid cap company and stock recommendations for the portfolios managed by MFS. PRINCIPAL RESPONSIBILITIES: * Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS. * Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations. * Attends conferences, travels to company facilities, and interviews corporate management at all levels. Travel will encompass approximately 30% of this job. * Acts as the in-house expert on designated area of concentration. * Performs additional duties as directed. JOB REQUIREMENTS: * Master of Business Administration degree, or equivalent business experience. * Ability to travel frequently. * Ability to work independently, using research, analysis, and communication skills. * Language skills a plus. 53sx78am37i88xc9ygtn7emsgzzh3d9 4478 4477 2024-05-24T19:55:59Z Michael 1 4478 wikitext text/x-wiki Applied 6-23-10 online using new template cover letter. *[[File:Mjg_mfs_cover.pdf|Cover Letter]] === Posting === '''Small/Mid Cap Research Analyst''' [http://jobs.efinancialcareers.com/job-4000000000623027.htm eFC Ref no 635588] Using discretion and judgment, researches specified industries or global regions to develop specific small/mid cap company and stock recommendations for the portfolios managed by MFS. PRINCIPAL RESPONSIBILITIES: * Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS. * Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations. * Attends conferences, travels to company facilities, and interviews corporate management at all levels. Travel will encompass approximately 30% of this job. * Acts as the in-house expert on designated area of concentration. * Performs additional duties as directed. JOB REQUIREMENTS: * Master of Business Administration degree, or equivalent business experience. * Ability to travel frequently. * Ability to work independently, using research, analysis, and communication skills. * Language skills a plus. q4ubp0oxqu5xuordxj2sfkl5h3hl1z9 4479 4478 2024-05-24T19:56:55Z Michael 1 4479 wikitext text/x-wiki Applied 6-23-10 online using new template cover letter. *[[File:Mjg_mfs_cover.pdf|Cover Letter]] *[[File:Mjg msf cover.pdf|New cover]] === Posting === '''Small/Mid Cap Research Analyst''' [http://jobs.efinancialcareers.com/job-4000000000623027.htm eFC Ref no 635588] Using discretion and judgment, researches specified industries or global regions to develop specific small/mid cap company and stock recommendations for the portfolios managed by MFS. PRINCIPAL RESPONSIBILITIES: * Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS. * Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations. * Attends conferences, travels to company facilities, and interviews corporate management at all levels. Travel will encompass approximately 30% of this job. * Acts as the in-house expert on designated area of concentration. * Performs additional duties as directed. JOB REQUIREMENTS: * Master of Business Administration degree, or equivalent business experience. * Ability to travel frequently. * Ability to work independently, using research, analysis, and communication skills. * Language skills a plus. 4xcjpuljysx5ktg5cu90zakisbzaicy 4480 4479 2024-05-24T19:57:19Z Michael 1 4480 wikitext text/x-wiki Applied 6-23-10 online using new template cover letter. *[[File:Mjg_mfs_cover.pdf|Cover Letter]] *[[File:Mjg_msf_cover.pdf|New cover]] === Posting === '''Small/Mid Cap Research Analyst''' [http://jobs.efinancialcareers.com/job-4000000000623027.htm eFC Ref no 635588] Using discretion and judgment, researches specified industries or global regions to develop specific small/mid cap company and stock recommendations for the portfolios managed by MFS. PRINCIPAL RESPONSIBILITIES: * Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS. * Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations. * Attends conferences, travels to company facilities, and interviews corporate management at all levels. Travel will encompass approximately 30% of this job. * Acts as the in-house expert on designated area of concentration. * Performs additional duties as directed. JOB REQUIREMENTS: * Master of Business Administration degree, or equivalent business experience. * Ability to travel frequently. * Ability to work independently, using research, analysis, and communication skills. * Language skills a plus. 0w5qwfl3nwnmdlmlp1llvztz0qwv2y6 4481 4480 2024-05-24T19:57:33Z Michael 1 4481 wikitext text/x-wiki Applied 6-23-10 online using new template cover letter. *[[File:Mjg_mfs_cover.pdf|Cover Letter]] === Posting === '''Small/Mid Cap Research Analyst''' [http://jobs.efinancialcareers.com/job-4000000000623027.htm eFC Ref no 635588] Using discretion and judgment, researches specified industries or global regions to develop specific small/mid cap company and stock recommendations for the portfolios managed by MFS. PRINCIPAL RESPONSIBILITIES: * Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS. * Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations. * Attends conferences, travels to company facilities, and interviews corporate management at all levels. Travel will encompass approximately 30% of this job. * Acts as the in-house expert on designated area of concentration. * Performs additional duties as directed. JOB REQUIREMENTS: * Master of Business Administration degree, or equivalent business experience. * Ability to travel frequently. * Ability to work independently, using research, analysis, and communication skills. * Language skills a plus. hf807yv04ngx9b1xffj8b43zhs59mso 0 730 1428 2012-08-23T15:36:55Z Greis>Michael 0 1428 wikitext text/x-wiki '''July, 2012''' - Working with Stu Schmill to make contacts at Sloan for several opportunities there. :*[[Career/Opportunities/MIT/Sloan Director of International Initiatives|Sloan Director of International Initiatives]] - {{color||2012-07-10}} *[http://sh.webhire.com/servlet/av/jd?ai=631&ji=2637191&sn=I Group Program Manager Executive Education] - {{color||2012-08-17}} :*"O" level job (International Initiatives is "R" level) Postings from June - July 2012: *MIT Sustainability Projects Coordinator http://sh.webhire.com/servlet/av/jd?ai=631&ji=2632556&sn=I :*Junior level position, but interesting for focus on sustainability initiatives *MIT Sloan Director of International Initiatives https://sh.webhire.com/servlet/av/jd?ai=631&ji=2630591&sn=L&cd=&si=0 :*See above *MIT Sloan Director of Executive Programs https://sh.webhire.com/servlet/av/jd?ai=631&ji=2622757&sn=L&cd=&si=0 :*No longer posted 2012-08-23 *MIT Sloan [https://sh.webhire.com/servlet/av/jd?ai=631&ji=2622757&sn=L&cd=&si=0 Executive Programs Manager] - June, 2012 :*No response last time similar job was posted, despite Stu's involvement :*Should I bother? == Sloan Notes == Temporary repository for Sloan notes {{color||2012-08-23}} *[http://mitsloan.mit.edu/globalmitsloan/initiatives.php Sloan's Global Initiatives] :*Students, faculty and staff from 60 countries :*Consider Sloan one of most "globally diverse business schools" :*Global MIT Sloan - ---- 9tsybd2ioap9vi5dy8u0i5b5bgsuefi 1429 1428 2024-05-24T04:57:43Z Michael 1 1 revision imported 1428 wikitext text/x-wiki '''July, 2012''' - Working with Stu Schmill to make contacts at Sloan for several opportunities there. :*[[Career/Opportunities/MIT/Sloan Director of International Initiatives|Sloan Director of International Initiatives]] - {{color||2012-07-10}} *[http://sh.webhire.com/servlet/av/jd?ai=631&ji=2637191&sn=I Group Program Manager Executive Education] - {{color||2012-08-17}} :*"O" level job (International Initiatives is "R" level) Postings from June - July 2012: *MIT Sustainability Projects Coordinator http://sh.webhire.com/servlet/av/jd?ai=631&ji=2632556&sn=I :*Junior level position, but interesting for focus on sustainability initiatives *MIT Sloan Director of International Initiatives https://sh.webhire.com/servlet/av/jd?ai=631&ji=2630591&sn=L&cd=&si=0 :*See above *MIT Sloan Director of Executive Programs https://sh.webhire.com/servlet/av/jd?ai=631&ji=2622757&sn=L&cd=&si=0 :*No longer posted 2012-08-23 *MIT Sloan [https://sh.webhire.com/servlet/av/jd?ai=631&ji=2622757&sn=L&cd=&si=0 Executive Programs Manager] - June, 2012 :*No response last time similar job was posted, despite Stu's involvement :*Should I bother? == Sloan Notes == Temporary repository for Sloan notes {{color||2012-08-23}} *[http://mitsloan.mit.edu/globalmitsloan/initiatives.php Sloan's Global Initiatives] :*Students, faculty and staff from 60 countries :*Consider Sloan one of most "globally diverse business schools" :*Global MIT Sloan - ---- 9tsybd2ioap9vi5dy8u0i5b5bgsuefi 0 731 1430 2012-09-10T17:42:19Z Greis>Michael 0 1430 wikitext text/x-wiki __NOTOC__ *Applied - :*Met with hiring manager 8/31 and submitted online 9/2 :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/MIT/Sloan Director of International Initiatives/Notes|Notes]] *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2630591&sn=L&cd=&si=0 MIT Career site] :*MIT Posting '''MIT-00008854-R''' :*Posted {{color||2012-07-10}} === Posting === PROGRAM DIRECTOR, Sloan School of Management-Office of International Initiatives, to manage the client relationships and program design for a mixed portfolio of international programs and manage one or more program coordinators for team-oriented program delivery. :*Will maintain in-depth knowledge of the full portfolio of program offerings and faculty expertise to advise international collaborations and individuals regarding their selection of Sloan international programs; :*seek and maintain new engagements with schools, governments, and corporations with the goal of addressing global business challenges, enhancing the school's visibility, and advancing its educational missions; :*identify new, emerging markets for potential collaboration; leverage relationships and activities across campus to enhance program and client development; :*support business development efforts and respond to client requests for program offerings; :*create a systematic process to ensure the optimal levels of client retention and satisfaction; :*provide organizational leadership in areas of strategic value to the business; :*implement an active performance plan and metrics--in collaboration with the executive director--for own program portfolio performance; :*manage the financials for the programs, collaborations, and MOUs; :*perform related and additional projects when presented. REQUIREMENTS: :*a minimum of seven years' academic administration or related experience; :*an MBA; :*sales and/or consultative experience; :*ability to communicate clearly and effectively. Seek: :*highly motivated, team-oriented senior-level person who is able to manage high-level global client relationships. :*Demonstrated ability to work with others to achieve organizational goals; :*experience in the administration of degree and/or executive programs in higher education; :*significant international experience and perspective; :*fluency with other languages (i.e., Portuguese, Chinese, Russian, Turkish) a plus. :*Familiarity with Sloan and MIT desirable. ---- 7nk50hkex64ws9bk9s26vgy59fzj113 1431 1430 2024-05-24T04:57:44Z Michael 1 1 revision imported 1430 wikitext text/x-wiki __NOTOC__ *Applied - :*Met with hiring manager 8/31 and submitted online 9/2 :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/MIT/Sloan Director of International Initiatives/Notes|Notes]] *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2630591&sn=L&cd=&si=0 MIT Career site] :*MIT Posting '''MIT-00008854-R''' :*Posted {{color||2012-07-10}} === Posting === PROGRAM DIRECTOR, Sloan School of Management-Office of International Initiatives, to manage the client relationships and program design for a mixed portfolio of international programs and manage one or more program coordinators for team-oriented program delivery. :*Will maintain in-depth knowledge of the full portfolio of program offerings and faculty expertise to advise international collaborations and individuals regarding their selection of Sloan international programs; :*seek and maintain new engagements with schools, governments, and corporations with the goal of addressing global business challenges, enhancing the school's visibility, and advancing its educational missions; :*identify new, emerging markets for potential collaboration; leverage relationships and activities across campus to enhance program and client development; :*support business development efforts and respond to client requests for program offerings; :*create a systematic process to ensure the optimal levels of client retention and satisfaction; :*provide organizational leadership in areas of strategic value to the business; :*implement an active performance plan and metrics--in collaboration with the executive director--for own program portfolio performance; :*manage the financials for the programs, collaborations, and MOUs; :*perform related and additional projects when presented. REQUIREMENTS: :*a minimum of seven years' academic administration or related experience; :*an MBA; :*sales and/or consultative experience; :*ability to communicate clearly and effectively. Seek: :*highly motivated, team-oriented senior-level person who is able to manage high-level global client relationships. :*Demonstrated ability to work with others to achieve organizational goals; :*experience in the administration of degree and/or executive programs in higher education; :*significant international experience and perspective; :*fluency with other languages (i.e., Portuguese, Chinese, Russian, Turkish) a plus. :*Familiarity with Sloan and MIT desirable. ---- 7nk50hkex64ws9bk9s26vgy59fzj113 0 732 1432 2012-09-10T17:46:45Z Greis>Michael 0 1432 wikitext text/x-wiki == 2012-09-10 Meghan Cuddy == *Meghan called 9/10 :*Will be bringing people in to meet David over next several weeks :*Interest "off the charts" :*Many internal candidates as David is very highly regarded :*Expect to narrow pool over next several weeks, then bring selected candidates to meet with hiring committee (4-5 others, individually) :*Should move to this stage by the end of September *LPM 9/6 am :*She works M, W & Th == 2012-09-07 Follow-up with David == *Note confirming I had applied *Mailed CFA Institute monograph on Frontier Market Investing with short personal note == 2012-09-04 Conversation with Stu Schmill == *Good to hear I connected with David directly. *Do I have any idea of timeline? (Not really; said he is just getting started, but my sense is that he would like to get moving.) :*Should hear something within 2 weeks - September is a busy time *Let Stu know if he can help (of course, but how?) == 2012-08-31 Conversation with David Capodilupo == == 2012-08-23 Conversation with Rod Garcia == Rod is Sloan Director of Admissions :*Connected through Stu Schmill :*Is familiar with this position :*Can also tell me more about the landscape Goals for this call: :*Establish credibility :*Get contact and recommendation for next step in pursuing this opportunity :*Uncover other opportunities Why I'm doing this: :*Extensive experience with University-Corporate relationships :*Long history with MIT :*My focus is on: ::*Maintstreaming sustainability :*My strength is connecting R&D/ideas with practitioners ::*Interconnection of sustainability and finance ::*The role of financial innovation in sustainability :*Seeking the greater impact of working within an organization that has extensive reach :*Working on/with team is my preferred mode of operation - accomplish much more Thoughts on Sloan: :*Sustainability is a major focus in countries outside the US - can and should be a differentiator for Sloan :*Sloan's "option to layer on in-depth knowledge about sustainable business practices" to its MBA program ::*Great model - more powerful and flexible than a degree program in "sustainability" ::*Sustainability must be incorporated - mainstreamed, not layered on ::*Wouldn't offer an MBA in Ethics Rod knows the position because he knows the person hiring :*Executive Director (and person hiring) is David Capodilupo - '''dcap@mit.edu''' ::*Originally from industry - was at Fidelity, Putnam ::*at MIT since at least 2002 when was Deputy Director of MBA program ::*Director of MBA Program as of 2003-04 ::*Reports to Deputy Dean (of International Initiatives) :*Office manages relationships with other schools outside US ::*Established relationships - China, Russia, Turkey ::*Sloan gets many requests - this office has to vet them ::*Money involved - doesn't do this for free :*Small office - just ED and assistant(Angela Bryan) Position (according to Rod): :*Scope of international initiatives such that David needs someone to work with him - "alter ego" :*Significant freedom to be creative and take initiative :*Business Development - dealing with contracts, making sure they stay and pay; making sure there is engagement :*Relationship Management Thoughts on Sloan, International Initiatives :*Sloan gets many requests - office must evaluate them, due diligence :*Faculty Committee reviews the requests :*Must be financially advantageous :*Must have a faculty champion Evaluation criteria (I asked this - led a bit in questioning, so have to vet these) :*Must be financially advantageous :*Must have a faculty champion :*Faculty interest - in the country and the relevant research areas :*Impact in the country :*Reputation (not clear - I suspect it's more important than they would publicly admit) :*Connection to students, recruiting seems not to be a factor I offered that ensuring value (both ways) is critical and that you have to work with the faculty for that to happen. General (no surprises) *Sloan is not hierarchical, can seem disorganized from outside *Executive Education is off to the side/on its own Follow-up: :*Reach out to David directly. ---- my3wxdkf0uvu33j9ju4frubittvk0sz 1433 1432 2024-05-24T04:57:44Z Michael 1 1 revision imported 1432 wikitext text/x-wiki == 2012-09-10 Meghan Cuddy == *Meghan called 9/10 :*Will be bringing people in to meet David over next several weeks :*Interest "off the charts" :*Many internal candidates as David is very highly regarded :*Expect to narrow pool over next several weeks, then bring selected candidates to meet with hiring committee (4-5 others, individually) :*Should move to this stage by the end of September *LPM 9/6 am :*She works M, W & Th == 2012-09-07 Follow-up with David == *Note confirming I had applied *Mailed CFA Institute monograph on Frontier Market Investing with short personal note == 2012-09-04 Conversation with Stu Schmill == *Good to hear I connected with David directly. *Do I have any idea of timeline? (Not really; said he is just getting started, but my sense is that he would like to get moving.) :*Should hear something within 2 weeks - September is a busy time *Let Stu know if he can help (of course, but how?) == 2012-08-31 Conversation with David Capodilupo == == 2012-08-23 Conversation with Rod Garcia == Rod is Sloan Director of Admissions :*Connected through Stu Schmill :*Is familiar with this position :*Can also tell me more about the landscape Goals for this call: :*Establish credibility :*Get contact and recommendation for next step in pursuing this opportunity :*Uncover other opportunities Why I'm doing this: :*Extensive experience with University-Corporate relationships :*Long history with MIT :*My focus is on: ::*Maintstreaming sustainability :*My strength is connecting R&D/ideas with practitioners ::*Interconnection of sustainability and finance ::*The role of financial innovation in sustainability :*Seeking the greater impact of working within an organization that has extensive reach :*Working on/with team is my preferred mode of operation - accomplish much more Thoughts on Sloan: :*Sustainability is a major focus in countries outside the US - can and should be a differentiator for Sloan :*Sloan's "option to layer on in-depth knowledge about sustainable business practices" to its MBA program ::*Great model - more powerful and flexible than a degree program in "sustainability" ::*Sustainability must be incorporated - mainstreamed, not layered on ::*Wouldn't offer an MBA in Ethics Rod knows the position because he knows the person hiring :*Executive Director (and person hiring) is David Capodilupo - '''dcap@mit.edu''' ::*Originally from industry - was at Fidelity, Putnam ::*at MIT since at least 2002 when was Deputy Director of MBA program ::*Director of MBA Program as of 2003-04 ::*Reports to Deputy Dean (of International Initiatives) :*Office manages relationships with other schools outside US ::*Established relationships - China, Russia, Turkey ::*Sloan gets many requests - this office has to vet them ::*Money involved - doesn't do this for free :*Small office - just ED and assistant(Angela Bryan) Position (according to Rod): :*Scope of international initiatives such that David needs someone to work with him - "alter ego" :*Significant freedom to be creative and take initiative :*Business Development - dealing with contracts, making sure they stay and pay; making sure there is engagement :*Relationship Management Thoughts on Sloan, International Initiatives :*Sloan gets many requests - office must evaluate them, due diligence :*Faculty Committee reviews the requests :*Must be financially advantageous :*Must have a faculty champion Evaluation criteria (I asked this - led a bit in questioning, so have to vet these) :*Must be financially advantageous :*Must have a faculty champion :*Faculty interest - in the country and the relevant research areas :*Impact in the country :*Reputation (not clear - I suspect it's more important than they would publicly admit) :*Connection to students, recruiting seems not to be a factor I offered that ensuring value (both ways) is critical and that you have to work with the faculty for that to happen. General (no surprises) *Sloan is not hierarchical, can seem disorganized from outside *Executive Education is off to the side/on its own Follow-up: :*Reach out to David directly. ---- my3wxdkf0uvu33j9ju4frubittvk0sz 0 733 1434 2010-06-30T17:47:14Z Greis>Michael 0 Created page with '*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2465993&sn=L&cd=&si=0 Posting] at MIT Jobs site - Req 00007042 == Posting == *Title: Advisor, Office of the President *Req Nu…' 1434 wikitext text/x-wiki *[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2465993&sn=L&cd=&si=0 Posting] at MIT Jobs site - Req 00007042 == Posting == *Title: Advisor, Office of the President *Req Number: mit-00007042 *Department: Office Of The President *Employment / Payroll Category: Administrative *Posted 6/29/10 '''ADVISOR''', Office of the President *to provide strategic and operational support to senior leadership. *Will work closely with the Vice President for Institute Affairs and Secretary of the Corporation to manage key projects and issues facing the Institute in support of the priorities and agenda of the president; and oversee and support a range of campus-wide projects managed by the Office of the President. Responsibilities include establishing goals, identifying resources, and seeing projects through to completion; identifying and implementing proactive communications strategies--in close consultation with key communications officers--to advance public understanding of MIT's educational opportunities, research discoveries, and its position of importance in science and education; planning the agenda and activities of the Academic Council; overseeing the preparation and distribution of agendas, minutes, membership rosters, and other meeting materials and information; providing support for the Executive Committee of the MIT Corporation; overseeing the preparation and distribution of all materials for monthly meetings, organization of meeting logistics, and maintenance of files and permanent records for the committee; undertaking writing projects; and overseeing the scheduling, coordination, and follow-up activities for the faculty promotion and tenure review process. REQUIREMENTS: a bachelor's degree (advanced degree preferred), five years of experience working in higher education administration, excellent writing and editing skills, and ability to independently organize and shift priorities in a fast-paced environment. Should demonstrate proven discretion and good judgment when working with confidential and sensitive material. Extensive experience with FileMaker, Dreamweaver, Word, Excel, PowerPoint, and Adobe Creative Suite required. Macintosh experience preferred. MIT experience strongly preferred. MIT-00007042-Q owzl917y9xz0ybt7zovx6wsmle840uv 1435 1434 2024-05-24T04:57:44Z Michael 1 1 revision imported 1434 wikitext text/x-wiki *[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2465993&sn=L&cd=&si=0 Posting] at MIT Jobs site - Req 00007042 == Posting == *Title: Advisor, Office of the President *Req Number: mit-00007042 *Department: Office Of The President *Employment / Payroll Category: Administrative *Posted 6/29/10 '''ADVISOR''', Office of the President *to provide strategic and operational support to senior leadership. *Will work closely with the Vice President for Institute Affairs and Secretary of the Corporation to manage key projects and issues facing the Institute in support of the priorities and agenda of the president; and oversee and support a range of campus-wide projects managed by the Office of the President. Responsibilities include establishing goals, identifying resources, and seeing projects through to completion; identifying and implementing proactive communications strategies--in close consultation with key communications officers--to advance public understanding of MIT's educational opportunities, research discoveries, and its position of importance in science and education; planning the agenda and activities of the Academic Council; overseeing the preparation and distribution of agendas, minutes, membership rosters, and other meeting materials and information; providing support for the Executive Committee of the MIT Corporation; overseeing the preparation and distribution of all materials for monthly meetings, organization of meeting logistics, and maintenance of files and permanent records for the committee; undertaking writing projects; and overseeing the scheduling, coordination, and follow-up activities for the faculty promotion and tenure review process. REQUIREMENTS: a bachelor's degree (advanced degree preferred), five years of experience working in higher education administration, excellent writing and editing skills, and ability to independently organize and shift priorities in a fast-paced environment. Should demonstrate proven discretion and good judgment when working with confidential and sensitive material. Extensive experience with FileMaker, Dreamweaver, Word, Excel, PowerPoint, and Adobe Creative Suite required. Macintosh experience preferred. MIT experience strongly preferred. MIT-00007042-Q owzl917y9xz0ybt7zovx6wsmle840uv 0 734 1436 2013-01-16T13:38:27Z Greis>Michael 0 Created page with "__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=6..." 1436 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2660976&sn=L&cd=&si=0 MIT Jobs Board] :*January, 2013 === Posting === Title: Director of Sustainability Req Number: mit-00009331 Department: Office of the Executive Vice President and Treasurer Location(s): Cambridge MA FT/PT: Full Time Employment / Payroll Category: Administrative Work Shift: DIRECTOR OF SUSTAINABILITY, Office of the Executive Vice President and Treasurer, to integrate sustainability into all aspects of the Institute and work to deepen MIT's position as a recognized leader for sustainability in higher education. Will develop a coherent, campus-wide sustainability program by leading, coordinating, and communicating sustainability efforts; guiding sustainability policy; and mitigating the Institute's environmental impact. Will also provide outreach to faculty, students, and staff to foster a culture of sustainability and social entrepreneurship on campus; act as liaison to Cambridge municipal and nongovernmental communities around sustainability issues, develop corporate partnerships, and act as a spokesperson for sustainability efforts at the Institute; insure the integration of sustainable practices in capital planning and construction projects and throughout the Institute's accelerated capital renewal program; and coordinate efforts with the academic community to incorporate sustainability efforts into learning and research activities as opportunities arise. Will report to the executive vice president and treasurer and serve as a member of his senior management team. REQUIREMENTS: a bachelor's degree (advanced degree preferred) in environmental science, policy, or engineering; sustainable development; architecture; institutional planning; or related area. Ten years' experience implementing sustainability programs or programs in a field such as planning, environmental or resource management, etc.; relevant leadership experience; and an understanding of sustainability theories and local, national, and global sustainability initiatives and best practices required. Proven ability to develop and execute new programs within an academic setting, strong problem solving and analytical skills, excellent oral and written communication skills, comfort with public speaking, and ability to foster collaboration across diverse constituencies essential. Must be able to craft and execute strategy to achieve organizational goals. MIT-00009331-R ---- 0ibbqk1d0bsa3swz5ukg11iwn2jgsuc 1437 1436 2024-05-24T04:57:44Z Michael 1 1 revision imported 1436 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2660976&sn=L&cd=&si=0 MIT Jobs Board] :*January, 2013 === Posting === Title: Director of Sustainability Req Number: mit-00009331 Department: Office of the Executive Vice President and Treasurer Location(s): Cambridge MA FT/PT: Full Time Employment / Payroll Category: Administrative Work Shift: DIRECTOR OF SUSTAINABILITY, Office of the Executive Vice President and Treasurer, to integrate sustainability into all aspects of the Institute and work to deepen MIT's position as a recognized leader for sustainability in higher education. Will develop a coherent, campus-wide sustainability program by leading, coordinating, and communicating sustainability efforts; guiding sustainability policy; and mitigating the Institute's environmental impact. Will also provide outreach to faculty, students, and staff to foster a culture of sustainability and social entrepreneurship on campus; act as liaison to Cambridge municipal and nongovernmental communities around sustainability issues, develop corporate partnerships, and act as a spokesperson for sustainability efforts at the Institute; insure the integration of sustainable practices in capital planning and construction projects and throughout the Institute's accelerated capital renewal program; and coordinate efforts with the academic community to incorporate sustainability efforts into learning and research activities as opportunities arise. Will report to the executive vice president and treasurer and serve as a member of his senior management team. REQUIREMENTS: a bachelor's degree (advanced degree preferred) in environmental science, policy, or engineering; sustainable development; architecture; institutional planning; or related area. Ten years' experience implementing sustainability programs or programs in a field such as planning, environmental or resource management, etc.; relevant leadership experience; and an understanding of sustainability theories and local, national, and global sustainability initiatives and best practices required. Proven ability to develop and execute new programs within an academic setting, strong problem solving and analytical skills, excellent oral and written communication skills, comfort with public speaking, and ability to foster collaboration across diverse constituencies essential. Must be able to craft and execute strategy to achieve organizational goals. MIT-00009331-R ---- 0ibbqk1d0bsa3swz5ukg11iwn2jgsuc 0 735 1438 2010-07-12T21:40:56Z Greis>Michael 0 1438 wikitext text/x-wiki *Submitted online on the MIT Jobs site {{color||2010-07-12}} :*Note to Stu Schmill :*Note to Steve Winig *[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2466041&sn=L&cd=&si=0 Posting] on MIT Jobs site - Req 00007043 *[http://mitsloan.mit.edu/sustainability/ Sustainability] at MIT Sloan == Cover Letter Notes == Text as submitted: I have a long history of successful work on university-industry partnerships. For the past several years, after earning an MS in Finance and embarking on the CFA program, I have been working on finance and sustainability. As I also have a strong interest in leveraging my university-industry experience, I have been alert to opportunities at institutions where that combination would be of value. Working with MIT was an invaluable part of my experience, spanning at least four different roles at IBM. So MIT has been of particular interest given the Institute's strategic initiatives in energy and climate change. Sloan is a trifecta, encompassing sustainability, finance and a long history in information technology and management. I am particularly enthusiastic about this position because my entire career experience equips me to meet all the functional requirements of the position while my more recent in-depth work in finance and sustainability will allow me to, as the position description suggests, "provide organizational leadership in areas of strategic value to the business". I believe that companies of all kinds will increasingly seek to incorporate elements of sustainability into their business. In some cases, it will be a strategic approach, but in many others, it will come through a thematic lens - such as technology, finance, policy or behavior change. In all cases, industry-specific understanding will be critical. Based on the job description, core skills and experience I would highlight and be pleased to discuss in more detail include: *Identifying and developing connections between academic research and business challenges - in my IBM positions, economic development consulting and in recent work advancing sustainability locally and regionally. *In-depth understanding of multiple industries including technology, Higher Education, K-12, government, not-for-profit, financial services and manufacturing. *Extensive experience working with university faculty and research professionals. *Successfully building institutional relationships - especially in my IBM roles with universities. *Flexibility - experience as a manager, individual contributor, executive and consultant. Most of my work is done in a matrix environment, where collaboration, persuasion and relationships, not formal authority, drive results. *Business experience in sales, marketing, market & business development and technology. *Continued professional development and active industry involvement in finance through the CFA program and the Boston Security Analysts Society. *Communications and Presentation - translating complex topics for multiple audiences to communicate persuasively has been a core skill in all my professional and volunteer work. Great analysis that is not persuasively communicated is ineffective. Thank you for your consideration. == Posting == *Title: Associate Director, Executive Education *Req Number: mit-00007043 *Department: Sloan School Of Management *Location(s): Cambridge MA *Employment / Payroll Category: Administrative *Posted 6/29/10 '''ASSOCIATE DIRECTOR, EXECUTIVE PROGRAMS''', Sloan School of Management (two openings) to manage the client relationship and program design for a mixed portfolio of programs and partner with one or more program managers for the delivery of their portfolio of programs. Will maintain in-depth knowledge of the full portfolio of program offerings and Executive Education faculty expertise; leverage relationships and activities across campus to enhance program and client development; support the business development team in generating and responding to client requests for executive education offerings; provide organizational leadership in areas of strategic value to the business; exemplify and uphold the MIT Executive Education values of people, trust and respect, learning and ideas, operational excellence, and sustainability; and perform related duties as requested. REQUIREMENTS: senior-level, university-based executive education experience; MBA degree; significant industry experience; ability to understand the business challenges of the client and communicate these to MIT faculty and senior leadership of Sloan Executive Education; ability to connect the client's business challenges to faculty expertise and interests; ability to manage high-level, large-engagement, global client relationships and identify business development opportunities; ability to work collaboratively with corporate senior executives, faculty, and staff at all levels; and ability to develop and maintain excellent relationships with university faculty. Seek professional who is able to prioritize work based on strategic objectives, manage stress, work comfortably both as a leader and team member. MIT-00007043-P Title and salary will be commensurate with experience. 7g45oibqdof6tqh3ogpzbivfic7i1lx 1439 1438 2024-05-24T04:57:44Z Michael 1 1 revision imported 1438 wikitext text/x-wiki *Submitted online on the MIT Jobs site {{color||2010-07-12}} :*Note to Stu Schmill :*Note to Steve Winig *[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2466041&sn=L&cd=&si=0 Posting] on MIT Jobs site - Req 00007043 *[http://mitsloan.mit.edu/sustainability/ Sustainability] at MIT Sloan == Cover Letter Notes == Text as submitted: I have a long history of successful work on university-industry partnerships. For the past several years, after earning an MS in Finance and embarking on the CFA program, I have been working on finance and sustainability. As I also have a strong interest in leveraging my university-industry experience, I have been alert to opportunities at institutions where that combination would be of value. Working with MIT was an invaluable part of my experience, spanning at least four different roles at IBM. So MIT has been of particular interest given the Institute's strategic initiatives in energy and climate change. Sloan is a trifecta, encompassing sustainability, finance and a long history in information technology and management. I am particularly enthusiastic about this position because my entire career experience equips me to meet all the functional requirements of the position while my more recent in-depth work in finance and sustainability will allow me to, as the position description suggests, "provide organizational leadership in areas of strategic value to the business". I believe that companies of all kinds will increasingly seek to incorporate elements of sustainability into their business. In some cases, it will be a strategic approach, but in many others, it will come through a thematic lens - such as technology, finance, policy or behavior change. In all cases, industry-specific understanding will be critical. Based on the job description, core skills and experience I would highlight and be pleased to discuss in more detail include: *Identifying and developing connections between academic research and business challenges - in my IBM positions, economic development consulting and in recent work advancing sustainability locally and regionally. *In-depth understanding of multiple industries including technology, Higher Education, K-12, government, not-for-profit, financial services and manufacturing. *Extensive experience working with university faculty and research professionals. *Successfully building institutional relationships - especially in my IBM roles with universities. *Flexibility - experience as a manager, individual contributor, executive and consultant. Most of my work is done in a matrix environment, where collaboration, persuasion and relationships, not formal authority, drive results. *Business experience in sales, marketing, market & business development and technology. *Continued professional development and active industry involvement in finance through the CFA program and the Boston Security Analysts Society. *Communications and Presentation - translating complex topics for multiple audiences to communicate persuasively has been a core skill in all my professional and volunteer work. Great analysis that is not persuasively communicated is ineffective. Thank you for your consideration. == Posting == *Title: Associate Director, Executive Education *Req Number: mit-00007043 *Department: Sloan School Of Management *Location(s): Cambridge MA *Employment / Payroll Category: Administrative *Posted 6/29/10 '''ASSOCIATE DIRECTOR, EXECUTIVE PROGRAMS''', Sloan School of Management (two openings) to manage the client relationship and program design for a mixed portfolio of programs and partner with one or more program managers for the delivery of their portfolio of programs. Will maintain in-depth knowledge of the full portfolio of program offerings and Executive Education faculty expertise; leverage relationships and activities across campus to enhance program and client development; support the business development team in generating and responding to client requests for executive education offerings; provide organizational leadership in areas of strategic value to the business; exemplify and uphold the MIT Executive Education values of people, trust and respect, learning and ideas, operational excellence, and sustainability; and perform related duties as requested. REQUIREMENTS: senior-level, university-based executive education experience; MBA degree; significant industry experience; ability to understand the business challenges of the client and communicate these to MIT faculty and senior leadership of Sloan Executive Education; ability to connect the client's business challenges to faculty expertise and interests; ability to manage high-level, large-engagement, global client relationships and identify business development opportunities; ability to work collaboratively with corporate senior executives, faculty, and staff at all levels; and ability to develop and maintain excellent relationships with university faculty. Seek professional who is able to prioritize work based on strategic objectives, manage stress, work comfortably both as a leader and team member. MIT-00007043-P Title and salary will be commensurate with experience. 7g45oibqdof6tqh3ogpzbivfic7i1lx 0 736 1440 2010-12-08T16:25:48Z Greis>Michael 0 Created page with '*Applied - :*Resume - :*Cover Letter - *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2505437&sn=L&cd=&si=0 MIT career site] - mit-00007397 O level :*December 6,…' 1440 wikitext text/x-wiki *Applied - :*Resume - :*Cover Letter - *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2505437&sn=L&cd=&si=0 MIT career site] - mit-00007397 O level :*December 6, 2010 *One level below group director position applied for in July, 2010 (with no response) === Posting === *Title: Group Program Manager *Req Number: mit-00007397 *Department: Sloan School Of Management *Location(s): Cambridge MA *FT/PT: Full Time *Employment / Payroll Category: Administrative GROUP PROGRAM MANAGER, Sloan School of Management, to partner with the group director and manage a team of five to seven program coordinators who are responsible for the delivery of a dynamic portfolio of custom and open enrollment Executive Education programs. Will maintain alignment, consistency, and operational excellence in business practices within the group and across the organization and develop and manage a short-, medium- and long-term operational view of the program portfolio. In addition to managing a team, will also be responsible for planning and organizing logistics for a selection of programs within the group's portfolio. This will include determining program requirements including internal and external resources; collaborating on the development and management of the program budget; leading the development and management of operations planning and milestones; serving as the administrative face of the program to clients, vendors, and participants; acting as a point of contact for and assisting participants before, during, and following program delivery; and assuming responsibility for collecting, publishing, and distributing program information and materials. REQUIREMENTS: a bachelor's degree; a minimum of seven years' business experience, preferably in executive education; proven ability to lead a team; ability to multitask and work effectively in a pressured work environment with changing priorities and limited supervision; a commitment to finding efficiencies and process improvements while maintaining the highest levels of client service; and excellent oral and written communication and solid presentation skills. Familiarity with Sloan and MIT faculty highly desirable. MIT-00007397-O 12/3/10 n58q9l9eg506xrrfy3vmunobxxyun39 1441 1440 2024-05-24T04:57:44Z Michael 1 1 revision imported 1440 wikitext text/x-wiki *Applied - :*Resume - :*Cover Letter - *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2505437&sn=L&cd=&si=0 MIT career site] - mit-00007397 O level :*December 6, 2010 *One level below group director position applied for in July, 2010 (with no response) === Posting === *Title: Group Program Manager *Req Number: mit-00007397 *Department: Sloan School Of Management *Location(s): Cambridge MA *FT/PT: Full Time *Employment / Payroll Category: Administrative GROUP PROGRAM MANAGER, Sloan School of Management, to partner with the group director and manage a team of five to seven program coordinators who are responsible for the delivery of a dynamic portfolio of custom and open enrollment Executive Education programs. Will maintain alignment, consistency, and operational excellence in business practices within the group and across the organization and develop and manage a short-, medium- and long-term operational view of the program portfolio. In addition to managing a team, will also be responsible for planning and organizing logistics for a selection of programs within the group's portfolio. This will include determining program requirements including internal and external resources; collaborating on the development and management of the program budget; leading the development and management of operations planning and milestones; serving as the administrative face of the program to clients, vendors, and participants; acting as a point of contact for and assisting participants before, during, and following program delivery; and assuming responsibility for collecting, publishing, and distributing program information and materials. REQUIREMENTS: a bachelor's degree; a minimum of seven years' business experience, preferably in executive education; proven ability to lead a team; ability to multitask and work effectively in a pressured work environment with changing priorities and limited supervision; a commitment to finding efficiencies and process improvements while maintaining the highest levels of client service; and excellent oral and written communication and solid presentation skills. Familiarity with Sloan and MIT faculty highly desirable. MIT-00007397-O 12/3/10 n58q9l9eg506xrrfy3vmunobxxyun39 0 737 1442 2011-04-05T16:32:32Z Greis>Michael 0 1442 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[https://tbe.taleo.net/NA6/ats/careers/requisition.jsp?org=MSCI&cws=1&rid=665 MSCI careers site] ::*Still on as of 2011-04-05 ::*Noel Friedman checking for currency :*[http://jobs.efinancialcareers.com/job-4000000000743501.htm?source=EM:efc_namerica=105 eFinancial Careers] ::*February, 2011 === Posting === * Company - MSCI Inc. * Location - Boston, MA, 02108 * Compensation - Competitive * Position Type - Permanent * Employment type - Full time * Updated Feb 10, 2011 * eFC Ref no - 755746 MSCI is seeking to expand its Analytics Consultant team. The team is responsible for supporting a suite of products & services, advising clients on developing portfolio optimization/risk management practices, explaining complex analytics, recommending modeling best practices, partnering with the sales team to provide expertise. Client Consultant About MSCI Inc. MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. The company’s flagship product offerings are: the MSCI indices which include over 120,000 daily indices covering more than 70 countries; Barra portfolio risk and performance analytics covering global equity and fixed income markets; RiskMetrics market and credit risk analytics; ISS out-sourced proxy research, voting and vote reporting services; CFRA forensic accounting risk research, legal/regulatory risk assessment, and due-diligence; and FEA valuation models and risk management software for the energy and commodities markets. MSCI is headquartered in New York, with research and commercial offices around the world. For further information on MSCI, please visit our web site at www.msci.com We are currently seeking a Client Consultant to join our high profile and dynamic Client Coverage team. '''Description''': MSCI is immediately seeking to expand its Analytics Consultant team in New York, Boston, San Francisco and Chicago. The team is responsible for supporting a suite of Barra and RiskMetrics products and services, advising clients on developing portfolio optimization and risk management practices, explaining complex analytics, recommending modeling best practices and partnering with the sales team to provide expertise in client engagements. Successful candidates will have a thorough knowledge of finance, quantitative skills, the aptitude to learn Barra and RiskMetrics methodologies and an ability to guide financial services clients to better use those products in asset allocation, portfolio optimization, market risk and credit risk management. In addition, Consultants must be adaptable, able to lead cross-organization teams and able to represent MSCI at all levels of management at clients, including board members, CEO, risk managers, portfolio managers, traders, researchers, modelers, and technologists. As MSCI continues to rapidly grow, clients span some of the world's largest hedge funds, banks, insurance companies, to asset owners and asset managers. Running a portfolio of clients ensures Consultants to a challenging client facing role suiting candidates keen to learn about how companies make investment decision and manage risk and to then bring insight and best practices to those client organizations. Performance is primarily based on the pro-active services and ideas from the consultant to improve client experience, secure renewals and help grow client relationships with up-sales. '''Requirements''': * Good working knowledge of equity factor model, fixed income, credit, commodity products and derivatives, including pricing models, simulations, and stress testing * 5+ years experience in quantitative finance, risk management role * Good understanding of the latest developments in financial markets * Excellent presentation skills and inter-personal relationships * Innovative, client-orientated thinker able to identify and exploit market niche opportunities * A team builder and player * Absolute personal and business integrity * Bachelor's degree, MBA in Finance or Masters in quantitative finance related degree preferred * CFA or FRM a plus '''Responsibilities''': * Modeling complex securities * Design, produce and advise clients on risk reports * Product and service training for clients * Improve the client renewal rate and identify up-sales opportunities * Continual market assessment for management * Work closely with function heads and marketing manager to develop product and services * Support development of product documentation * Monitor client customer satisfaction ---- knm8kskjbs6l24hgvzfe6evb5v9dttk 1443 1442 2024-05-24T04:57:44Z Michael 1 1 revision imported 1442 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[https://tbe.taleo.net/NA6/ats/careers/requisition.jsp?org=MSCI&cws=1&rid=665 MSCI careers site] ::*Still on as of 2011-04-05 ::*Noel Friedman checking for currency :*[http://jobs.efinancialcareers.com/job-4000000000743501.htm?source=EM:efc_namerica=105 eFinancial Careers] ::*February, 2011 === Posting === * Company - MSCI Inc. * Location - Boston, MA, 02108 * Compensation - Competitive * Position Type - Permanent * Employment type - Full time * Updated Feb 10, 2011 * eFC Ref no - 755746 MSCI is seeking to expand its Analytics Consultant team. The team is responsible for supporting a suite of products & services, advising clients on developing portfolio optimization/risk management practices, explaining complex analytics, recommending modeling best practices, partnering with the sales team to provide expertise. Client Consultant About MSCI Inc. MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. The company’s flagship product offerings are: the MSCI indices which include over 120,000 daily indices covering more than 70 countries; Barra portfolio risk and performance analytics covering global equity and fixed income markets; RiskMetrics market and credit risk analytics; ISS out-sourced proxy research, voting and vote reporting services; CFRA forensic accounting risk research, legal/regulatory risk assessment, and due-diligence; and FEA valuation models and risk management software for the energy and commodities markets. MSCI is headquartered in New York, with research and commercial offices around the world. For further information on MSCI, please visit our web site at www.msci.com We are currently seeking a Client Consultant to join our high profile and dynamic Client Coverage team. '''Description''': MSCI is immediately seeking to expand its Analytics Consultant team in New York, Boston, San Francisco and Chicago. The team is responsible for supporting a suite of Barra and RiskMetrics products and services, advising clients on developing portfolio optimization and risk management practices, explaining complex analytics, recommending modeling best practices and partnering with the sales team to provide expertise in client engagements. Successful candidates will have a thorough knowledge of finance, quantitative skills, the aptitude to learn Barra and RiskMetrics methodologies and an ability to guide financial services clients to better use those products in asset allocation, portfolio optimization, market risk and credit risk management. In addition, Consultants must be adaptable, able to lead cross-organization teams and able to represent MSCI at all levels of management at clients, including board members, CEO, risk managers, portfolio managers, traders, researchers, modelers, and technologists. As MSCI continues to rapidly grow, clients span some of the world's largest hedge funds, banks, insurance companies, to asset owners and asset managers. Running a portfolio of clients ensures Consultants to a challenging client facing role suiting candidates keen to learn about how companies make investment decision and manage risk and to then bring insight and best practices to those client organizations. Performance is primarily based on the pro-active services and ideas from the consultant to improve client experience, secure renewals and help grow client relationships with up-sales. '''Requirements''': * Good working knowledge of equity factor model, fixed income, credit, commodity products and derivatives, including pricing models, simulations, and stress testing * 5+ years experience in quantitative finance, risk management role * Good understanding of the latest developments in financial markets * Excellent presentation skills and inter-personal relationships * Innovative, client-orientated thinker able to identify and exploit market niche opportunities * A team builder and player * Absolute personal and business integrity * Bachelor's degree, MBA in Finance or Masters in quantitative finance related degree preferred * CFA or FRM a plus '''Responsibilities''': * Modeling complex securities * Design, produce and advise clients on risk reports * Product and service training for clients * Improve the client renewal rate and identify up-sales opportunities * Continual market assessment for management * Work closely with function heads and marketing manager to develop product and services * Support development of product documentation * Monitor client customer satisfaction ---- knm8kskjbs6l24hgvzfe6evb5v9dttk 0 738 1444 2010-11-01T21:07:43Z Greis>Michael 0 Created page with '*Applied - :*Resume - FAI :*Cover Letter - *Posting :*[http://jobs.efinancialcareers.com/job-4000000000696390.htm eFC Posting] - Req # 708744 === Posting === *Company - M…' 1444 wikitext text/x-wiki *Applied - :*Resume - FAI :*Cover Letter - *Posting :*[http://jobs.efinancialcareers.com/job-4000000000696390.htm eFC Posting] - Req # 708744 === Posting === *Company - MSCI Inc. *Location - Boston, MA, 02108 *Compensation - Competitive *Position Type - Permanent *Employment type - Full time *Updated Oct 27, 2010 *eFC Ref no - 708744 MSCI is seeking to expand its Analytics Consultant team. The team is responsible for supporting a suite of products & services, advising clients on developing portfolio optimization/risk management practices, explaining complex analytics, recommending modeling best practices, partnering with the sales team to provide expertise. About MSCI Inc.: MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. The company’s flagship product offerings are: the MSCI indices which include over 120,000 daily indices covering more than 70 countries; Barra portfolio risk and performance analytics covering global equity and fixed income markets; RiskMetrics market and credit risk analytics; ISS out-sourced proxy research, voting and vote reporting services; CFRA forensic accounting risk research, legal/regulatory risk assessment, and due-diligence; and FEA valuation models and risk management software for the energy and commodities markets. MSCI is headquartered in New York, with research and commercial offices around the world. For further information on MSCI, please visit our web site at www.msci.com '''Description''': We are currently seeking a Client Consultant to join our high profile and dynamic Client Coverage team. MSCI is immediately seeking to expand its Analytics Consultant team in New York, Boston, San Francisco and Chicago. The team is responsible for supporting a suite of Barra and RiskMetrics products and services, advising clients on developing portfolio optimization and risk management practices, explaining complex analytics, recommending modeling best practices and partnering with the sales team to provide expertise in client engagements. Successful candidates will have a thorough knowledge of finance, quantitative skills, the aptitude to learn Barra and RiskMetrics methodologies and an ability to guide financial services clients to better use those products in asset allocation, portfolio optimization, market risk and credit risk management. In addition, Consultants must be adaptable, able to lead cross-organization teams and able to represent MSCI at all levels of management at clients, including board members, CEO, risk managers, portfolio managers, traders, researchers, modelers, and technologists. As MSCI continues to rapidly grow, clients span some of the world's largest hedge funds, banks, insurance companies, to asset owners and asset managers. Running a portfolio of clients ensures Consultants to a challenging client facing role suiting candidates keen to learn about how companies make investment decision and manage risk and to then bring insight and best practices to those client organizations. Performance is primarily based on the pro-active services and ideas from the consultant to improve client experience, secure renewals and help grow client relationships with up-sales. Requirements: * Good working knowledge of equity factor model, fixed income, credit, commodity products and derivatives, including pricing models, simulations, and stress testing * 5+ years experience in quantitative finance, risk management role * Good understanding of the latest developments in financial markets * Excellent presentation skills and inter-personal relationships * Innovative, client-orientated thinker able to identify and exploit market niche opportunities * A team builder and player * Absolute personal and business integrity * Bachelor's degree, MBA in Finance or Masters in quantitative finance related degree preferred * CFA or FRM a plus Responsibilities: * Modeling complex securities * Design, produce and advise clients on risk reports * Product and service training for clients * Improve the client renewal rate and identify up-sales opportunities * Continual market assessment for management * Work closely with function heads and marketing manager to develop product and services * Support development of product documentation * Monitor client customer satisfaction MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, or any other characteristic protected by law. ---- pfjny4v49a8zfg5pn3vr7eq28gphg8n 1445 1444 2024-05-24T04:57:44Z Michael 1 1 revision imported 1444 wikitext text/x-wiki *Applied - :*Resume - FAI :*Cover Letter - *Posting :*[http://jobs.efinancialcareers.com/job-4000000000696390.htm eFC Posting] - Req # 708744 === Posting === *Company - MSCI Inc. *Location - Boston, MA, 02108 *Compensation - Competitive *Position Type - Permanent *Employment type - Full time *Updated Oct 27, 2010 *eFC Ref no - 708744 MSCI is seeking to expand its Analytics Consultant team. The team is responsible for supporting a suite of products & services, advising clients on developing portfolio optimization/risk management practices, explaining complex analytics, recommending modeling best practices, partnering with the sales team to provide expertise. About MSCI Inc.: MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. The company’s flagship product offerings are: the MSCI indices which include over 120,000 daily indices covering more than 70 countries; Barra portfolio risk and performance analytics covering global equity and fixed income markets; RiskMetrics market and credit risk analytics; ISS out-sourced proxy research, voting and vote reporting services; CFRA forensic accounting risk research, legal/regulatory risk assessment, and due-diligence; and FEA valuation models and risk management software for the energy and commodities markets. MSCI is headquartered in New York, with research and commercial offices around the world. For further information on MSCI, please visit our web site at www.msci.com '''Description''': We are currently seeking a Client Consultant to join our high profile and dynamic Client Coverage team. MSCI is immediately seeking to expand its Analytics Consultant team in New York, Boston, San Francisco and Chicago. The team is responsible for supporting a suite of Barra and RiskMetrics products and services, advising clients on developing portfolio optimization and risk management practices, explaining complex analytics, recommending modeling best practices and partnering with the sales team to provide expertise in client engagements. Successful candidates will have a thorough knowledge of finance, quantitative skills, the aptitude to learn Barra and RiskMetrics methodologies and an ability to guide financial services clients to better use those products in asset allocation, portfolio optimization, market risk and credit risk management. In addition, Consultants must be adaptable, able to lead cross-organization teams and able to represent MSCI at all levels of management at clients, including board members, CEO, risk managers, portfolio managers, traders, researchers, modelers, and technologists. As MSCI continues to rapidly grow, clients span some of the world's largest hedge funds, banks, insurance companies, to asset owners and asset managers. Running a portfolio of clients ensures Consultants to a challenging client facing role suiting candidates keen to learn about how companies make investment decision and manage risk and to then bring insight and best practices to those client organizations. Performance is primarily based on the pro-active services and ideas from the consultant to improve client experience, secure renewals and help grow client relationships with up-sales. Requirements: * Good working knowledge of equity factor model, fixed income, credit, commodity products and derivatives, including pricing models, simulations, and stress testing * 5+ years experience in quantitative finance, risk management role * Good understanding of the latest developments in financial markets * Excellent presentation skills and inter-personal relationships * Innovative, client-orientated thinker able to identify and exploit market niche opportunities * A team builder and player * Absolute personal and business integrity * Bachelor's degree, MBA in Finance or Masters in quantitative finance related degree preferred * CFA or FRM a plus Responsibilities: * Modeling complex securities * Design, produce and advise clients on risk reports * Product and service training for clients * Improve the client renewal rate and identify up-sales opportunities * Continual market assessment for management * Work closely with function heads and marketing manager to develop product and services * Support development of product documentation * Monitor client customer satisfaction MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, or any other characteristic protected by law. ---- pfjny4v49a8zfg5pn3vr7eq28gphg8n 0 739 1446 2011-06-01T15:18:48Z Greis>Michael 0 Created page with '*Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[https://tbe.taleo.net/NA6/ats/careers/requisition.jsp?org=MSCI&cws=1&rid=1610 MSCI jobs site] :*June, 2011 …' 1446 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[https://tbe.taleo.net/NA6/ats/careers/requisition.jsp?org=MSCI&cws=1&rid=1610 MSCI jobs site] :*June, 2011 === Posting === Custom Research Analyst ESG '''POSITION OVERVIEW''': MSCI ESG Research has a suite of ESG research products designed to meet all the needs of institutional investors from investment decision making, to norms and business activities based screening. These consist of world-class rating and screening models and IT tools for portfolio management, which allows users to track and identify ESG, related reputational and financial risks to their portfolio. Custom ESG research services are provided to prospective and current clients who need services that fall outside MSCI ESG Research’s off-the-shelf ESG and Compliance products. As a member of the MSCI ESG Custom Research team, the Research Analyst conducts research for these specialized contracts and provides support to Account Management, Sales and Business Development teams with support and retention of current clients and responding to prospects. This position involves, among other responsibilities, managing and carrying out research projects focused on a wide variety of environmental, social and governance factors and areas of interest to socially responsible investors, NGOs and other parties interested in Corporate Social Responsibility. Urgent client request are common. '''RESPONSIBLITIES''': *Conduct customized social, environmental, and governance (ESG) research on companies. *Support internal teams in maintaining retention of current clients and responding to prospective clients *Perform research for custom projects and client requests. *Meet short deadlines. *Collect data from the news media, company websites, annual reports, non-governmental organization information, U.S. Securities and Exchange Commission (SEC) filings and from governmental sources. Data is summarized into a specific format that meets each client’s needs. *Make company pass/fail judgments for a number of clients, based on their ESG screening criteria. *Support other team members on larger projects *Manage assigned projects to ensure schedule, time constraints, and results meet established goals of client satisfaction, quality and return on investment. *Ensure that assigned client files are current for internal MSCI ESG Research quality control. *Telephone and email support contact with clients. *Responsible for achieving project milestones and on-time final deliverables *Client confidentiality dictates a need for discretion and high personal ethical standards. *Leadership requirements and opportunities are varied. Opportunities include: occasional client contact and completing client requests. '''DESIRED EXPERIENCE AND QUALIFICATIONS''': *A Bachelor’s degree with 3+ years related experience required in one of the below areas: :*Sustainability :*International development :*International Relations :*Environmental Sciences *Good interpersonal skills are necessary for client contact *Clear and concise writing skills are critical *Strong interpersonal skills and ability to work with people in different offices and time zones *Must be proficient in computer skills particularly Excel & MS Word === About MSCI === MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. The company’s flagship product offerings are: the MSCI indices which include over 120,000 daily indices covering more than 70 countries; Barra portfolio risk and performance analytics covering global equity and fixed income markets; RiskMetrics market and credit risk analytics; ISS out-sourced proxy research, voting and vote reporting services; CFRA forensic accounting risk research, legal/regulatory risk assessment, and due-diligence; and FEA valuation models and risk management software for the energy and commodities markets. MSCI is headquartered in New York, with research and commercial offices around the world. For further information on MSCI, please visit our web site at www.msci.com ---- d71trz2t6xhl9upht998cw0j7w0v99p 1447 1446 2024-05-24T04:57:44Z Michael 1 1 revision imported 1446 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[https://tbe.taleo.net/NA6/ats/careers/requisition.jsp?org=MSCI&cws=1&rid=1610 MSCI jobs site] :*June, 2011 === Posting === Custom Research Analyst ESG '''POSITION OVERVIEW''': MSCI ESG Research has a suite of ESG research products designed to meet all the needs of institutional investors from investment decision making, to norms and business activities based screening. These consist of world-class rating and screening models and IT tools for portfolio management, which allows users to track and identify ESG, related reputational and financial risks to their portfolio. Custom ESG research services are provided to prospective and current clients who need services that fall outside MSCI ESG Research’s off-the-shelf ESG and Compliance products. As a member of the MSCI ESG Custom Research team, the Research Analyst conducts research for these specialized contracts and provides support to Account Management, Sales and Business Development teams with support and retention of current clients and responding to prospects. This position involves, among other responsibilities, managing and carrying out research projects focused on a wide variety of environmental, social and governance factors and areas of interest to socially responsible investors, NGOs and other parties interested in Corporate Social Responsibility. Urgent client request are common. '''RESPONSIBLITIES''': *Conduct customized social, environmental, and governance (ESG) research on companies. *Support internal teams in maintaining retention of current clients and responding to prospective clients *Perform research for custom projects and client requests. *Meet short deadlines. *Collect data from the news media, company websites, annual reports, non-governmental organization information, U.S. Securities and Exchange Commission (SEC) filings and from governmental sources. Data is summarized into a specific format that meets each client’s needs. *Make company pass/fail judgments for a number of clients, based on their ESG screening criteria. *Support other team members on larger projects *Manage assigned projects to ensure schedule, time constraints, and results meet established goals of client satisfaction, quality and return on investment. *Ensure that assigned client files are current for internal MSCI ESG Research quality control. *Telephone and email support contact with clients. *Responsible for achieving project milestones and on-time final deliverables *Client confidentiality dictates a need for discretion and high personal ethical standards. *Leadership requirements and opportunities are varied. Opportunities include: occasional client contact and completing client requests. '''DESIRED EXPERIENCE AND QUALIFICATIONS''': *A Bachelor’s degree with 3+ years related experience required in one of the below areas: :*Sustainability :*International development :*International Relations :*Environmental Sciences *Good interpersonal skills are necessary for client contact *Clear and concise writing skills are critical *Strong interpersonal skills and ability to work with people in different offices and time zones *Must be proficient in computer skills particularly Excel & MS Word === About MSCI === MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. The company’s flagship product offerings are: the MSCI indices which include over 120,000 daily indices covering more than 70 countries; Barra portfolio risk and performance analytics covering global equity and fixed income markets; RiskMetrics market and credit risk analytics; ISS out-sourced proxy research, voting and vote reporting services; CFRA forensic accounting risk research, legal/regulatory risk assessment, and due-diligence; and FEA valuation models and risk management software for the energy and commodities markets. MSCI is headquartered in New York, with research and commercial offices around the world. For further information on MSCI, please visit our web site at www.msci.com ---- d71trz2t6xhl9upht998cw0j7w0v99p 0 740 1448 2016-12-21T16:50:08Z Greis>Michael 0 1448 wikitext text/x-wiki *Applied - 2011-06-15 :*Resume - '''mj greis resume ifs ''' June 2011 :*Cover Letter - '''T60 Documents\Career\Opportunities\mjg MSCI ESG Sales Specialist.pdf ''' *Posting :*[https://tbe.taleo.net/NA6/ats/careers/requisition.jsp?org=MSCI&cws=1&rid=1713 MSCI Jobs site] :*June, 2011 *Resources :*[[Companies/MSCI|MSCI notes]] :*[[Career/Opportunities/MSCI ESG Sales Specialist/History|Interaction notes]] :*[[Sustainability/ESG/MSCI/Integrating ESG Webinar|July webinar]] on integrating ESG into investment process === Posting === ESG Sales Specialist '''[[involved::MSCI]] ESG Research''' Built upon the expertise of sustainability pioneers KLD, Innovest and IRRC, MSCI ESG Research is a leading source of ESG ratings, screening and compliance tools to advisers, managers and asset owners worldwide. It has an industry-leading suite of products and services that support the integration of environmental, social and governance (ESG) factors into investment decisions. Comprised of the pioneers mentioned above, the MSCI ESG Research Business Unit has the longest history of any firm in the ESG research space. MSCI’s clients worldwide, especially those who are signatories to the United Nation’s Principles for Responsible Investing (UNPRI), are increasingly focused on ESG issues. As a growing number of asset managers are now subject to ESG-related mandates, this will shape their strategies going forward. MSCI ESG Research is committed to providing innovative tools to support our clients in this expanding market. '''POSITION OVERVIEW''': MSCI ESG Research, part of MSCI Inc, is seeking to expand its Sales Team in North America. In this newly created sales position, the ideal candidate will promote MSCI’s line of ESG research products to prospects and existing clients. Initially this position will consist of 30% direct sales to the academic marketplace and 70% institutional client sales interface and administration. Within 9-12 months, the successful candidate should be primarily focusing on new business opportunities. This position will work very closely with global Client Service, Marketing, Legal, Product Management, and Finance / billing departments. '''RESPONSIBLITIES INCLUDE''': *Consistently over achieve sales and operational objectives within an established budget. *Prospect, engage, and close business to multiple marketplaces *Research and identify the most appropriate individual within financial and academic institutions that would be interested in ESG Research Products *Engage and develop business relationships with key decision-makers (both client and prospect) *Lead efforts to successfully renew and up sell the existing client base *Develop monthly sales forecasts and prepare reports for use by the ESG Sales Management team *Communicate with sales and product management market suggestions to improve, customize, or create new products *Monitor competition by gathering current marketplace information on pricing, products, new products, sales techniques, etc. *Understand and master all MSCI ESG Research offerings and maintain a solid grasp of the responsible investment marketplace *Record and update all sales efforts in MSCI's CRM database '''DESIRED EXPERIENCE AND QUALIFICATIONS''': *BA degree required *MA or CFA designation preferred *Two years of direct sales experience *Financial Services sales experience preferred *Knowledge of the Responsible Investment community highly preferred *Knowledge of the Buy-Side Investment community highly preferred *Ability to travel === About MSCI === MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. The company’s flagship product offerings are: the MSCI indices which include over 120,000 daily indices covering more than 70 countries; Barra portfolio risk and performance analytics covering global equity and fixed income markets; RiskMetrics market and credit risk analytics; ISS governance research and outsourced proxy voting and reporting services; FEA valuation models and risk management software for the energy and commodities markets; and CFRA forensic accounting risk research, legal/regulatory risk assessment, and due-diligence. MSCI is headquartered in New York, with research and commercial offices around the world. ---- c48neacvvqmlfv3rk7oenkvf5lwe6t5 1449 1448 2024-05-24T04:57:44Z Michael 1 1 revision imported 1448 wikitext text/x-wiki *Applied - 2011-06-15 :*Resume - '''mj greis resume ifs ''' June 2011 :*Cover Letter - '''T60 Documents\Career\Opportunities\mjg MSCI ESG Sales Specialist.pdf ''' *Posting :*[https://tbe.taleo.net/NA6/ats/careers/requisition.jsp?org=MSCI&cws=1&rid=1713 MSCI Jobs site] :*June, 2011 *Resources :*[[Companies/MSCI|MSCI notes]] :*[[Career/Opportunities/MSCI ESG Sales Specialist/History|Interaction notes]] :*[[Sustainability/ESG/MSCI/Integrating ESG Webinar|July webinar]] on integrating ESG into investment process === Posting === ESG Sales Specialist '''[[involved::MSCI]] ESG Research''' Built upon the expertise of sustainability pioneers KLD, Innovest and IRRC, MSCI ESG Research is a leading source of ESG ratings, screening and compliance tools to advisers, managers and asset owners worldwide. It has an industry-leading suite of products and services that support the integration of environmental, social and governance (ESG) factors into investment decisions. Comprised of the pioneers mentioned above, the MSCI ESG Research Business Unit has the longest history of any firm in the ESG research space. MSCI’s clients worldwide, especially those who are signatories to the United Nation’s Principles for Responsible Investing (UNPRI), are increasingly focused on ESG issues. As a growing number of asset managers are now subject to ESG-related mandates, this will shape their strategies going forward. MSCI ESG Research is committed to providing innovative tools to support our clients in this expanding market. '''POSITION OVERVIEW''': MSCI ESG Research, part of MSCI Inc, is seeking to expand its Sales Team in North America. In this newly created sales position, the ideal candidate will promote MSCI’s line of ESG research products to prospects and existing clients. Initially this position will consist of 30% direct sales to the academic marketplace and 70% institutional client sales interface and administration. Within 9-12 months, the successful candidate should be primarily focusing on new business opportunities. This position will work very closely with global Client Service, Marketing, Legal, Product Management, and Finance / billing departments. '''RESPONSIBLITIES INCLUDE''': *Consistently over achieve sales and operational objectives within an established budget. *Prospect, engage, and close business to multiple marketplaces *Research and identify the most appropriate individual within financial and academic institutions that would be interested in ESG Research Products *Engage and develop business relationships with key decision-makers (both client and prospect) *Lead efforts to successfully renew and up sell the existing client base *Develop monthly sales forecasts and prepare reports for use by the ESG Sales Management team *Communicate with sales and product management market suggestions to improve, customize, or create new products *Monitor competition by gathering current marketplace information on pricing, products, new products, sales techniques, etc. *Understand and master all MSCI ESG Research offerings and maintain a solid grasp of the responsible investment marketplace *Record and update all sales efforts in MSCI's CRM database '''DESIRED EXPERIENCE AND QUALIFICATIONS''': *BA degree required *MA or CFA designation preferred *Two years of direct sales experience *Financial Services sales experience preferred *Knowledge of the Responsible Investment community highly preferred *Knowledge of the Buy-Side Investment community highly preferred *Ability to travel === About MSCI === MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. The company’s flagship product offerings are: the MSCI indices which include over 120,000 daily indices covering more than 70 countries; Barra portfolio risk and performance analytics covering global equity and fixed income markets; RiskMetrics market and credit risk analytics; ISS governance research and outsourced proxy voting and reporting services; FEA valuation models and risk management software for the energy and commodities markets; and CFRA forensic accounting risk research, legal/regulatory risk assessment, and due-diligence. MSCI is headquartered in New York, with research and commercial offices around the world. ---- c48neacvvqmlfv3rk7oenkvf5lwe6t5 0 741 1450 2011-08-11T18:58:20Z Greis>Michael 0 1450 wikitext text/x-wiki === 2011-08-11 Randy O'Neil === Randy O'Neil :*Moonlight as VP of Sales :*Have senior sales person in Boston :*Looking for someone to come in to clean up our book of business ::*Back in KLD, things were simpler - have client base, bring in some new business ::*Still true today, but two other companies - RiskMetrics, ISS, Innovest ::*A lot more clients - unwieldy for the sales team ::*Renewing business - 80% working on client issues, client renewals ::*Help with that ::*Not a senior level position, not a territory position ::*Creating strategy, executing programs *Sales team in US & Europe *Research on subscription base :*Three sets of products ::*Screening products - monthly list to clients or database :::*Impact monitor - speaks to ethical investor....brings out information on companies and controversies ::*IVA - Ratings :*Selling to - institutional money managers, asset owners (watch for cannibalization), universities :*Three sales people in US - himself (east coast) :*NY - :*San Francisco :*Bring person in to handle book of business, be an account manager :*Running interference - was 10% of time in KLD days, 70-80% today, but would change :*Interviewing for someone in Midwest - this year :*Bring on 2nd sales person in NY next year :*Want a sales person in Canada next year - biggest competitor :*One or two reps to call on asset owners - not so much to sell, but make them comfortable integrating ESG :*Three sets of contracts, three sets of products :*Sales people don't have time to be reactive or proactive to current business :*30 to 40 new universities a year ---- 5m0wcub59nj72otvobs1g3ht71oxww2 1451 1450 2024-05-24T04:57:44Z Michael 1 1 revision imported 1450 wikitext text/x-wiki === 2011-08-11 Randy O'Neil === Randy O'Neil :*Moonlight as VP of Sales :*Have senior sales person in Boston :*Looking for someone to come in to clean up our book of business ::*Back in KLD, things were simpler - have client base, bring in some new business ::*Still true today, but two other companies - RiskMetrics, ISS, Innovest ::*A lot more clients - unwieldy for the sales team ::*Renewing business - 80% working on client issues, client renewals ::*Help with that ::*Not a senior level position, not a territory position ::*Creating strategy, executing programs *Sales team in US & Europe *Research on subscription base :*Three sets of products ::*Screening products - monthly list to clients or database :::*Impact monitor - speaks to ethical investor....brings out information on companies and controversies ::*IVA - Ratings :*Selling to - institutional money managers, asset owners (watch for cannibalization), universities :*Three sales people in US - himself (east coast) :*NY - :*San Francisco :*Bring person in to handle book of business, be an account manager :*Running interference - was 10% of time in KLD days, 70-80% today, but would change :*Interviewing for someone in Midwest - this year :*Bring on 2nd sales person in NY next year :*Want a sales person in Canada next year - biggest competitor :*One or two reps to call on asset owners - not so much to sell, but make them comfortable integrating ESG :*Three sets of contracts, three sets of products :*Sales people don't have time to be reactive or proactive to current business :*30 to 40 new universities a year ---- 5m0wcub59nj72otvobs1g3ht71oxww2 0 742 1452 2012-10-11T13:38:15Z Greis>Michael 0 1452 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[[http://jobs.efinancialcareers.com/job-4000000001093089.htm?source=EM:efc_namerica=105 eFinancialCareerse] :*October, 2012 *[http://www.moodys.com/Pages/car001.aspx Moody's Careers site] === Posting === *Location - Boston, MA, 02108 *Compensation - Annual *Position Type - Permanent *Employment type - Full time *Updated - Oct 3, 2012 *eFC Ref no - 1104723 '''Role / Responsibilities''' As a member of Moody's Public Finance Group's Eastern Local Government Ratings Team, the Vice President will be responsible for assigning and surveilling credit ratings for a diverse portfolio of Eastern US (particularly New England) local government debt issues and communicating those ratings and rating rationales to the market. As the senior member of Moody's Public Finance Team in the Boston Office, the Vice President will also act as the prime external representative for New England issuers and intermediaries. '''Responsibilities''' include: * Representing the local government ratings team in a variety of public and private forums (e.g., industry conferences, investor roundtables, Moody's teleconferences) and to various media outlets, including industry-specific press and general-interest outlets of national scope. * Monitoring state/regional economic, financial and legal trends related to local government credit quality * Analyzing financial statements, economic data and qualitative information; and based that analysis, presenting clear, concise rating recommendations to a rating committee. * Publishing high quality credit research on both individual rating actions and municipal market credit trends/recent developments. * Managing an active calendar of new rating assignments and surveillance activity within a strictly defined timeframe. * Monitoring state/regional economic, financial and legal trends related to local government credit quality '''Qualifications''' Either an MBA or MPA or similar degree, combined with seven to ten years of relevant work experience, preferably with a local government or financial institution. The ideal candidate will have strong quantitative (accounting, finance and/or economics), communication (both oral and written) and interpersonal skills. This individual must have strong knowledge of Word, Excel, and PowerPoint. The candidate will be expected to manage many competing priorities while meeting strict deadlines while complying with internal procedures and best practices. The candidate should also have solid and quantifiable experience developing strong relationships with external clients and other constituencies. '''Department''' Moody's Regional Ratings teams are located in multiple geographic offices throughout the U.S. and are responsible for assigning accurate and timely credit ratings to debt securities issued by local government entities in the region, as well as on-going monitoring of credit developments and credit quality of such securities. The teams are part of Moody's US Public Finance Department, which is responsible for all credit ratings in the US state and local government and not-for profit sectors. '''Working at Moody's''' Our views matter. So will yours. The views of each Moody's employee matter and, collectively, those views contribute to our ability to serve credit-sensitive markets worldwide. Diverse opinions are encouraged and leverage the depth and breadth of experiences that our employees bring to work each day. We expect Moody's employees to be accessible and collaborative and, in return, Moody's offers a work environment that promotes intellectual curiosity, analytical rigor and collegiality. Our people and our environment uphold our core values of integrity, insight, intellectual leadership, inclusion and independence. Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation (NYSE: MCO) is the parent company of Moody's Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody's Analytics, which offers leading-edge software, advisory services and research for credit and economic analysis and financial risk management. The Corporation, which reported revenue of $2.3 billion in 2011, employs approximately 6,100 people worldwide and maintains a presence in 28 countries. Further information is available at www.moodys.com. '''Security Trading Policy-STP''' Candidates receiving an offer to join Moody's Investors Service or Moody's Shared Services will be required to disclose their securities holdings and those of their family members as defined by Moody's Policy for Securities Trading. Such holdings will be reviewed by the hiring manager during the offer process to identify any potential conflicts of interest. Moody's Human Resources department shall inform the prospective employee of any potential conflicts and remediation actions required. Any formal offer of employment is contingent upon the Candidate's agreement to comply, in advance of employment, with remediation requirements identified by Moody's. ---- 8a1ap48ka705dzviah2ie9q8hpwta30 1453 1452 2024-05-24T04:57:44Z Michael 1 1 revision imported 1452 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[[http://jobs.efinancialcareers.com/job-4000000001093089.htm?source=EM:efc_namerica=105 eFinancialCareerse] :*October, 2012 *[http://www.moodys.com/Pages/car001.aspx Moody's Careers site] === Posting === *Location - Boston, MA, 02108 *Compensation - Annual *Position Type - Permanent *Employment type - Full time *Updated - Oct 3, 2012 *eFC Ref no - 1104723 '''Role / Responsibilities''' As a member of Moody's Public Finance Group's Eastern Local Government Ratings Team, the Vice President will be responsible for assigning and surveilling credit ratings for a diverse portfolio of Eastern US (particularly New England) local government debt issues and communicating those ratings and rating rationales to the market. As the senior member of Moody's Public Finance Team in the Boston Office, the Vice President will also act as the prime external representative for New England issuers and intermediaries. '''Responsibilities''' include: * Representing the local government ratings team in a variety of public and private forums (e.g., industry conferences, investor roundtables, Moody's teleconferences) and to various media outlets, including industry-specific press and general-interest outlets of national scope. * Monitoring state/regional economic, financial and legal trends related to local government credit quality * Analyzing financial statements, economic data and qualitative information; and based that analysis, presenting clear, concise rating recommendations to a rating committee. * Publishing high quality credit research on both individual rating actions and municipal market credit trends/recent developments. * Managing an active calendar of new rating assignments and surveillance activity within a strictly defined timeframe. * Monitoring state/regional economic, financial and legal trends related to local government credit quality '''Qualifications''' Either an MBA or MPA or similar degree, combined with seven to ten years of relevant work experience, preferably with a local government or financial institution. The ideal candidate will have strong quantitative (accounting, finance and/or economics), communication (both oral and written) and interpersonal skills. This individual must have strong knowledge of Word, Excel, and PowerPoint. The candidate will be expected to manage many competing priorities while meeting strict deadlines while complying with internal procedures and best practices. The candidate should also have solid and quantifiable experience developing strong relationships with external clients and other constituencies. '''Department''' Moody's Regional Ratings teams are located in multiple geographic offices throughout the U.S. and are responsible for assigning accurate and timely credit ratings to debt securities issued by local government entities in the region, as well as on-going monitoring of credit developments and credit quality of such securities. The teams are part of Moody's US Public Finance Department, which is responsible for all credit ratings in the US state and local government and not-for profit sectors. '''Working at Moody's''' Our views matter. So will yours. The views of each Moody's employee matter and, collectively, those views contribute to our ability to serve credit-sensitive markets worldwide. Diverse opinions are encouraged and leverage the depth and breadth of experiences that our employees bring to work each day. We expect Moody's employees to be accessible and collaborative and, in return, Moody's offers a work environment that promotes intellectual curiosity, analytical rigor and collegiality. Our people and our environment uphold our core values of integrity, insight, intellectual leadership, inclusion and independence. Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation (NYSE: MCO) is the parent company of Moody's Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody's Analytics, which offers leading-edge software, advisory services and research for credit and economic analysis and financial risk management. The Corporation, which reported revenue of $2.3 billion in 2011, employs approximately 6,100 people worldwide and maintains a presence in 28 countries. Further information is available at www.moodys.com. '''Security Trading Policy-STP''' Candidates receiving an offer to join Moody's Investors Service or Moody's Shared Services will be required to disclose their securities holdings and those of their family members as defined by Moody's Policy for Securities Trading. Such holdings will be reviewed by the hiring manager during the offer process to identify any potential conflicts of interest. Moody's Human Resources department shall inform the prospective employee of any potential conflicts and remediation actions required. Any formal offer of employment is contingent upon the Candidate's agreement to comply, in advance of employment, with remediation requirements identified by Moody's. ---- 8a1ap48ka705dzviah2ie9q8hpwta30 0 743 1454 2011-09-29T18:30:31Z Greis>Michael 0 1454 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' :*Requested: ::*Email a resume and cover letter to Trish Fields at tfields@cleanenergycouncil.org. ::*Please include your salary requirements as well as three references with your submission. *[[Career/Opportunities/NECEC Segment Development Program Manager/Notes|Notes]] :*Less senior of two, more likely? :*Position initially funded for two yearsw :*{{color||2011-09-28}} - Note to Peter Rothstein - talk about fit? *Posting :*[ Posting Source] :*[[Media:NECEC Segment Development Program Manager.pdf|Postion Description]] :*September, 2011 === Posting === Clean energy and cleantech are not a single monolithic market. These are umbrella terms for more than 20 market segments with significant regional distinctions. The U.S. economy is not top-down and centrally-planned. It is composed of a network of regional markets with industrial and academic strengths, unique natural resources, and entrepreneurial and growth opportunities. Nowhere is this truer than in energy with diverse local costs and infrastructure, regulated utilities and their state market regulators, and market structures that overwhelmingly favor incumbent technologies and fossil fuels. The NECEC and NECEF are collaborating with universities, large energy companies, and state agencies such as the Massachusetts Clean Energy Center, the Connecticut Clean Energy Fund, and counterparts across all 6 New England states to accelerate the clean energy sector. This joint effort has particular focus on segments with the greatest potential for sustainable, globally competitive companies and jobs, such as offshore renewables (wind, wave, tidal), energy efficiency technologies, smart grid and grid-scale storage innovations, electric vehicle infrastructure, biomass applications in northern New England and other clean energy regional market segments. One of the major needs to accelerate these segments is to encourage more effective connections between inventors, entrepreneurs, policy-makers, regulators, corporations, investors and early-adoption markets. '''NECEF is seeking a full-time Segment Development Program Manager to help address this need by playing a key role in organizing and supporting stakeholder roundtables in the segments listed above, as well as other emerging regional segments. This role includes roundtable planning, market research in preparation for roundtables, white paper writing / editing from roundtables, stakeholders and research, and efforts to pursue segment recommendations to address gaps in promising regional segments.''' ==== Responsibilities ==== *Manage segment roundtable series on various clean energy subsectors including offshore renewables (wind, wave, tidal), energy efficiency technologies, smart grid and grid-scale storage innovations, electric vehicle infrastructure, biomass applications in northern New England and other clean energy regional market segments. * Research existing clean energy market segments to compile invitation lists comprised of high level stakeholders from each subsector; coordinate with stakeholders regarding roundtable events. * Conduct research on various clean energy market segments and develop associated content for segment roundtable events. * In coordination with the NECEC President and NECEF Executive Director, facilitate discussions at segment roundtable events. * Record detailed notes at each segment roundtable event and distribute to attendees and other interested parties. * Work with VP Policy and other members of the NECEC internal policy team and volunteer task force to develop clean energy policy recommendations based on input from segment roundtable sessions. * Follow-up with segment roundtable attendees on action items; connect stakeholders to specific people on the NECEC/NECEF team and/or on the Policy Committee for follow-ups as necessary. * Work with NECEC Membership and Events Manager to identify companies from the NECEC membership and beyond to participate in segment roundtable discussions. * Provide membership leads from segment roundtable discussions to NECEC Membership and Events Manager for follow-up. ==== Qualifications ==== *5 or more years experience in project management, events management, or similar. * Bachelors' degree required; MBA with technical savvy or similar prior experience preferred. * Market research skills/experience required. * Clean energy market experience preferred. * Fluency in working with MS Excel, Word, Outlook required. * Excellent written and verbal communication skills. * Attention to detail and strong interpersonal skills are critical for this position. * Passion for the mission of NECEC and NECEF. ==== COMPENSATION ==== Salary range is commensurate with experience. This is a full-time position funded by a two-year grant. ---- e5ilda4jqjkigk21jinve7pag7nh470 1455 1454 2024-05-24T04:57:44Z Michael 1 1 revision imported 1454 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' :*Requested: ::*Email a resume and cover letter to Trish Fields at tfields@cleanenergycouncil.org. ::*Please include your salary requirements as well as three references with your submission. *[[Career/Opportunities/NECEC Segment Development Program Manager/Notes|Notes]] :*Less senior of two, more likely? :*Position initially funded for two yearsw :*{{color||2011-09-28}} - Note to Peter Rothstein - talk about fit? *Posting :*[ Posting Source] :*[[Media:NECEC Segment Development Program Manager.pdf|Postion Description]] :*September, 2011 === Posting === Clean energy and cleantech are not a single monolithic market. These are umbrella terms for more than 20 market segments with significant regional distinctions. The U.S. economy is not top-down and centrally-planned. It is composed of a network of regional markets with industrial and academic strengths, unique natural resources, and entrepreneurial and growth opportunities. Nowhere is this truer than in energy with diverse local costs and infrastructure, regulated utilities and their state market regulators, and market structures that overwhelmingly favor incumbent technologies and fossil fuels. The NECEC and NECEF are collaborating with universities, large energy companies, and state agencies such as the Massachusetts Clean Energy Center, the Connecticut Clean Energy Fund, and counterparts across all 6 New England states to accelerate the clean energy sector. This joint effort has particular focus on segments with the greatest potential for sustainable, globally competitive companies and jobs, such as offshore renewables (wind, wave, tidal), energy efficiency technologies, smart grid and grid-scale storage innovations, electric vehicle infrastructure, biomass applications in northern New England and other clean energy regional market segments. One of the major needs to accelerate these segments is to encourage more effective connections between inventors, entrepreneurs, policy-makers, regulators, corporations, investors and early-adoption markets. '''NECEF is seeking a full-time Segment Development Program Manager to help address this need by playing a key role in organizing and supporting stakeholder roundtables in the segments listed above, as well as other emerging regional segments. This role includes roundtable planning, market research in preparation for roundtables, white paper writing / editing from roundtables, stakeholders and research, and efforts to pursue segment recommendations to address gaps in promising regional segments.''' ==== Responsibilities ==== *Manage segment roundtable series on various clean energy subsectors including offshore renewables (wind, wave, tidal), energy efficiency technologies, smart grid and grid-scale storage innovations, electric vehicle infrastructure, biomass applications in northern New England and other clean energy regional market segments. * Research existing clean energy market segments to compile invitation lists comprised of high level stakeholders from each subsector; coordinate with stakeholders regarding roundtable events. * Conduct research on various clean energy market segments and develop associated content for segment roundtable events. * In coordination with the NECEC President and NECEF Executive Director, facilitate discussions at segment roundtable events. * Record detailed notes at each segment roundtable event and distribute to attendees and other interested parties. * Work with VP Policy and other members of the NECEC internal policy team and volunteer task force to develop clean energy policy recommendations based on input from segment roundtable sessions. * Follow-up with segment roundtable attendees on action items; connect stakeholders to specific people on the NECEC/NECEF team and/or on the Policy Committee for follow-ups as necessary. * Work with NECEC Membership and Events Manager to identify companies from the NECEC membership and beyond to participate in segment roundtable discussions. * Provide membership leads from segment roundtable discussions to NECEC Membership and Events Manager for follow-up. ==== Qualifications ==== *5 or more years experience in project management, events management, or similar. * Bachelors' degree required; MBA with technical savvy or similar prior experience preferred. * Market research skills/experience required. * Clean energy market experience preferred. * Fluency in working with MS Excel, Word, Outlook required. * Excellent written and verbal communication skills. * Attention to detail and strong interpersonal skills are critical for this position. * Passion for the mission of NECEC and NECEF. ==== COMPENSATION ==== Salary range is commensurate with experience. This is a full-time position funded by a two-year grant. ---- e5ilda4jqjkigk21jinve7pag7nh470 0 744 1456 2011-09-29T18:35:40Z Greis>Michael 0 1456 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' :*Requested: ::*Email a resume and cover letter to Trish Fields at tfields@cleanenergycouncil.org. ::*Please include your salary requirements as well as three references with your submission. *[[Career/Opportunities/NECEC VP Policy/Notes|Notes]] :*More senior of two - much more competition for this role? :*Initially funded for two years - may reduce competition *Posting :*[ Posting Source] :*[[Media:NECEC VP Policy and Government.pdf|Position Description]] (PDF) :*September, 2011 === Posting === Public policies are major drivers for the highly regulated, capital-intensive clean energy industry. All six New England states have a portfolio of clean energy policies with a diverse set of leading programs that can have near-term impact on the acceleration of regional clean energy companies and jobs, and the adoption of clean energy solutions and reduction in greenhouse gas (GHG) emissions. While NECEC has been actively participating in the development and advancement of Massachusetts clean energy policies since 2007, and more recently across the other New England states, the inability to enact national energy policy combined with the election of four new governors in November 2010 creates a significant opportunity for NECEC and NECEF to increase its clean energy policy development, education advocacy and business engagement activity across all 6 New England states. NECEC and NECEF are seeking a VP of Policy and Government Affairs to coordinate and accelerate clean energy policies and programs across New England, combining state and regional policy planning, analysis, development and education, and to lead state, regional and national clean energy advocacy efforts. ---- hg9g3simhpo2o40pooqg5o34fn5i44h 1457 1456 2024-05-24T04:57:44Z Michael 1 1 revision imported 1456 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' :*Requested: ::*Email a resume and cover letter to Trish Fields at tfields@cleanenergycouncil.org. ::*Please include your salary requirements as well as three references with your submission. *[[Career/Opportunities/NECEC VP Policy/Notes|Notes]] :*More senior of two - much more competition for this role? :*Initially funded for two years - may reduce competition *Posting :*[ Posting Source] :*[[Media:NECEC VP Policy and Government.pdf|Position Description]] (PDF) :*September, 2011 === Posting === Public policies are major drivers for the highly regulated, capital-intensive clean energy industry. All six New England states have a portfolio of clean energy policies with a diverse set of leading programs that can have near-term impact on the acceleration of regional clean energy companies and jobs, and the adoption of clean energy solutions and reduction in greenhouse gas (GHG) emissions. While NECEC has been actively participating in the development and advancement of Massachusetts clean energy policies since 2007, and more recently across the other New England states, the inability to enact national energy policy combined with the election of four new governors in November 2010 creates a significant opportunity for NECEC and NECEF to increase its clean energy policy development, education advocacy and business engagement activity across all 6 New England states. NECEC and NECEF are seeking a VP of Policy and Government Affairs to coordinate and accelerate clean energy policies and programs across New England, combining state and regional policy planning, analysis, development and education, and to lead state, regional and national clean energy advocacy efforts. ---- hg9g3simhpo2o40pooqg5o34fn5i44h 0 745 1458 2013-01-31T21:49:52Z Greis>Michael 0 1458 wikitext text/x-wiki __NOTOC__ *Applied - {{color||2013-01-04}} :*Resume - '''greis mj resume ''' - new resume from work with Nancy Blum {{color||2013-01-04}} :*Cover Letter - '''Greis MJ cover NEEP Director EE Strategies ''' *Contacted by Bob 2012-12-31 :*Candidate they were bringing in for final interviews decided to stay with current employer :*Re-opening search :*Send in resume and cover letter for follow-up conversation *e-mail exchange with Bob McTighe, NEEP - November, 2012 :*Position has been open for a long time (originally posted in Spring, 2012) :*Doing interviews now with a group of finalists :*But will let me know if they re-open/broaden search *[[Career/Opportunities/NEEP Director of Energy Efficiency Strategies/Notes|Notes]] *[[Companies/NEEP|Company information]] *Posting :*[[Media:NEEP Director of Energy Efficiency Strategies.pdf|Position Description]] :*[ Posting Source] :*September, 2012 === Posting === '''See PDF for full details.''' Northeast Energy Efficiency Partnerships ("NEEP") is seeking a Director of Energy Efficiency Strategies to direct NEEP’s regional projects to accelerate the adoption of high efficiency products, services and practices in residential and commercial markets in the Northeast and Mid-Atlantic regions. A member of NEEP’s Senior Management Team, this full-time position manages NEEP’s Market Strategies Team, reports to the Executive Director and interfaces with NEEP’s Program & Strategic Planning Board Committee. '''Position Overview''' This full-time planning and strategy position directs NEEP’s projects to accelerate the adoption of high efficiency products, services and practices in residential and commercial markets in the Northeast and Mid-Atlantic regions. Responsibilities include oversight of research, project planning, team management, evaluation and reporting, budget planning, and relationship management with sponsors, funders and other stakeholders. The Director of Energy Efficiency Strategies supervises and supports NEEP’s Market Strategies team, participates in NEEP’s Senior Management Team to set strategic direction and facilitate internal collaboration, and reports to the Executive Director. As a member of the Senior Management Team, the Director helps NEEP to maintain a thriving, inclusive culture and to achieve our diversity goals. This position involves travel, as needed, to effectively serve the region and coordinate with related national efforts. NEEP’s market strategies support the collaboration of energy efficiency program administrators as sponsors and other key stakeholders in the Northeast and Mid-Atlantic states to achieve long-term cost-effective energy savings by broadening the market availability and consumer demand for high quality, energy efficient products and services. As the leading facilitator of successful, coordinated regional market transformation efforts in the Northeast, NEEP serves the energy efficiency community in the broader Northeast by: #Developing and disseminating regional strategies to accelerate the market adoption of high efficiency products #Bringing program administrators and other stakeholders together to inform regional strategies, share best practices and leverage resources towards common goals #Engaging contractors to undertake jointly-funded projects to address common needs #Conducting market research and analysis to support strategies and initiatives #Tracking relevant programs, technologies, policies and market developments #Raising the public profile of leadership to advance efficiency strategies and policies #Making relevant information readily accessible to support strategy implementation #Partnering with relevant federal, national and regional efforts #Providing technical expertise to address technical issues, e.g., product specifications, testing, and quality assurance programs; cost-effectiveness and evaluation protocols #Conducting state policy outreach to support programs and policies that accelerate the market introduction and adoption of high efficiency products Current regional strategies address high efficiency residential lighting, high efficiency commercial lighting including the DesignLights Consortium Qualified Products List, high efficiency consumer electronics, emerging technologies, and as a new project, comprehensive multifamily retrofits. ---- agd093cg2x18243dmhufspns68zjf49 1459 1458 2024-05-24T04:57:44Z Michael 1 1 revision imported 1458 wikitext text/x-wiki __NOTOC__ *Applied - {{color||2013-01-04}} :*Resume - '''greis mj resume ''' - new resume from work with Nancy Blum {{color||2013-01-04}} :*Cover Letter - '''Greis MJ cover NEEP Director EE Strategies ''' *Contacted by Bob 2012-12-31 :*Candidate they were bringing in for final interviews decided to stay with current employer :*Re-opening search :*Send in resume and cover letter for follow-up conversation *e-mail exchange with Bob McTighe, NEEP - November, 2012 :*Position has been open for a long time (originally posted in Spring, 2012) :*Doing interviews now with a group of finalists :*But will let me know if they re-open/broaden search *[[Career/Opportunities/NEEP Director of Energy Efficiency Strategies/Notes|Notes]] *[[Companies/NEEP|Company information]] *Posting :*[[Media:NEEP Director of Energy Efficiency Strategies.pdf|Position Description]] :*[ Posting Source] :*September, 2012 === Posting === '''See PDF for full details.''' Northeast Energy Efficiency Partnerships ("NEEP") is seeking a Director of Energy Efficiency Strategies to direct NEEP’s regional projects to accelerate the adoption of high efficiency products, services and practices in residential and commercial markets in the Northeast and Mid-Atlantic regions. A member of NEEP’s Senior Management Team, this full-time position manages NEEP’s Market Strategies Team, reports to the Executive Director and interfaces with NEEP’s Program & Strategic Planning Board Committee. '''Position Overview''' This full-time planning and strategy position directs NEEP’s projects to accelerate the adoption of high efficiency products, services and practices in residential and commercial markets in the Northeast and Mid-Atlantic regions. Responsibilities include oversight of research, project planning, team management, evaluation and reporting, budget planning, and relationship management with sponsors, funders and other stakeholders. The Director of Energy Efficiency Strategies supervises and supports NEEP’s Market Strategies team, participates in NEEP’s Senior Management Team to set strategic direction and facilitate internal collaboration, and reports to the Executive Director. As a member of the Senior Management Team, the Director helps NEEP to maintain a thriving, inclusive culture and to achieve our diversity goals. This position involves travel, as needed, to effectively serve the region and coordinate with related national efforts. NEEP’s market strategies support the collaboration of energy efficiency program administrators as sponsors and other key stakeholders in the Northeast and Mid-Atlantic states to achieve long-term cost-effective energy savings by broadening the market availability and consumer demand for high quality, energy efficient products and services. As the leading facilitator of successful, coordinated regional market transformation efforts in the Northeast, NEEP serves the energy efficiency community in the broader Northeast by: #Developing and disseminating regional strategies to accelerate the market adoption of high efficiency products #Bringing program administrators and other stakeholders together to inform regional strategies, share best practices and leverage resources towards common goals #Engaging contractors to undertake jointly-funded projects to address common needs #Conducting market research and analysis to support strategies and initiatives #Tracking relevant programs, technologies, policies and market developments #Raising the public profile of leadership to advance efficiency strategies and policies #Making relevant information readily accessible to support strategy implementation #Partnering with relevant federal, national and regional efforts #Providing technical expertise to address technical issues, e.g., product specifications, testing, and quality assurance programs; cost-effectiveness and evaluation protocols #Conducting state policy outreach to support programs and policies that accelerate the market introduction and adoption of high efficiency products Current regional strategies address high efficiency residential lighting, high efficiency commercial lighting including the DesignLights Consortium Qualified Products List, high efficiency consumer electronics, emerging technologies, and as a new project, comprehensive multifamily retrofits. ---- agd093cg2x18243dmhufspns68zjf49 0 746 1460 2013-01-31T21:27:53Z Greis>Michael 0 1460 wikitext text/x-wiki == Meeting with Management Team 2013-02-01 == == Phone Interview with Sue Coakley 2013-01-17 == Possible topics: :*Utility-submitted 3-year plans for EE :*Massachusetts Enhanced Home Energy Assessment *My Interests * *Preliminary process of ID'ing for interviews *Reason why this and why now? *What they're looking for? :*Strategic Thinking and Planning - how do you create market transformation? ::*Change that will stick for the long run :*Collaboration ::*Bringing key stakeholders and thought leaders together :*Understanding EE, how it works, policy, how programs interact with policy :*Staff & Team Management ::*Don't plan to grow a lot ::*Cover a lot of ground, passionate about what we do ::*Have to be thoughtful about team & project management so that can achieve results within the team and financial resources budget ::*Support a team and manage them - including international - US & Canada (DLC) Market strategies - trade allies - manufacturers, products :*Motors, H/E furnaces & boilers *Project Management tools, CRM tools, *Premium motors - everyone won't do the same things; == Phone Interview with Bob McTighe 2013-01-11 == Asked about webinar I was doing (Solar Team) Sustainable Wellesley group - more active :*Lives in Wellesley -Roxbury Latin - Geoff Chapin -Thank you for your interest -Touched on important aspects of job NEEP Overview :*non-profit founded in 1994 by Sue Coakley :*great depth :*started with EPA grant focused on EE :*develop partnerships & collaboration among various groups - utilities, state & federal agencies, foundations ::*very important in what we do :*interest in promoting EE & sustainability :*manufacturers :have about 25 people, adding 3-4 :*Coakley, Tighe, Michaels, O'Reilly :*$6.5m budget; money comes from utilities sponsorship, state & federal; foundations :*Break into 1/3's (forum) ::*EM&V forum - NE & mid-atlantic states; develops large projects for utilities for evaluating EE programs ::*LED lighting - DesignLights Consortium (project of NEEP). Commercial lighting; develops qualified product list used by util to develop programs ::*Policy - Involvement with utilties - some are sponsors; some involved in DLC and EMV Got involved with the appreciative inquiry at winter retreat Collaborative approach Public Policy - varying degrees in different states :*regional roundup Consumer Technology shows *Staff Management *Project Management :*didn't get too involved; figured you were adept at *Experience is good Confirming four key areas - passion, collaboration, strategic planning, staff management, project management *We've hit upon things that were important or needed to explore. *Ask for my views on future of EE :*Mentioned customer segmentation, (what else?) *Next steps: :*Next week giving the management team an update on candidates :*What would probably do from there ::*(Likelier) further phone interview with Sue Coakley - to give an initial assessment of capabilities and fit ::*Selection; interview with management team and key individuals (or groups) *What is the culture? What makes a good fit? :*Org and people have passion for the mission; work hard :*Respect for the individuals; work-life balance :*Idea of 40-hour work week was foreign to him :*Open and collaborative culture ::*Important because can get into silos... *What was Sue looking for? :*the things he mentioned - passion, desire, drive; smart/intelligent; can focus their energy; good team member, willing to share, take constructive criticism; improve and mentor *shown good ability in conversation; will be recommending we continue with the process ---- ---- 7rirnxwz67689zmct6uh3ss5gb1uokq 1461 1460 2024-05-24T04:57:44Z Michael 1 1 revision imported 1460 wikitext text/x-wiki == Meeting with Management Team 2013-02-01 == == Phone Interview with Sue Coakley 2013-01-17 == Possible topics: :*Utility-submitted 3-year plans for EE :*Massachusetts Enhanced Home Energy Assessment *My Interests * *Preliminary process of ID'ing for interviews *Reason why this and why now? *What they're looking for? :*Strategic Thinking and Planning - how do you create market transformation? ::*Change that will stick for the long run :*Collaboration ::*Bringing key stakeholders and thought leaders together :*Understanding EE, how it works, policy, how programs interact with policy :*Staff & Team Management ::*Don't plan to grow a lot ::*Cover a lot of ground, passionate about what we do ::*Have to be thoughtful about team & project management so that can achieve results within the team and financial resources budget ::*Support a team and manage them - including international - US & Canada (DLC) Market strategies - trade allies - manufacturers, products :*Motors, H/E furnaces & boilers *Project Management tools, CRM tools, *Premium motors - everyone won't do the same things; == Phone Interview with Bob McTighe 2013-01-11 == Asked about webinar I was doing (Solar Team) Sustainable Wellesley group - more active :*Lives in Wellesley -Roxbury Latin - Geoff Chapin -Thank you for your interest -Touched on important aspects of job NEEP Overview :*non-profit founded in 1994 by Sue Coakley :*great depth :*started with EPA grant focused on EE :*develop partnerships & collaboration among various groups - utilities, state & federal agencies, foundations ::*very important in what we do :*interest in promoting EE & sustainability :*manufacturers :have about 25 people, adding 3-4 :*Coakley, Tighe, Michaels, O'Reilly :*$6.5m budget; money comes from utilities sponsorship, state & federal; foundations :*Break into 1/3's (forum) ::*EM&V forum - NE & mid-atlantic states; develops large projects for utilities for evaluating EE programs ::*LED lighting - DesignLights Consortium (project of NEEP). Commercial lighting; develops qualified product list used by util to develop programs ::*Policy - Involvement with utilties - some are sponsors; some involved in DLC and EMV Got involved with the appreciative inquiry at winter retreat Collaborative approach Public Policy - varying degrees in different states :*regional roundup Consumer Technology shows *Staff Management *Project Management :*didn't get too involved; figured you were adept at *Experience is good Confirming four key areas - passion, collaboration, strategic planning, staff management, project management *We've hit upon things that were important or needed to explore. *Ask for my views on future of EE :*Mentioned customer segmentation, (what else?) *Next steps: :*Next week giving the management team an update on candidates :*What would probably do from there ::*(Likelier) further phone interview with Sue Coakley - to give an initial assessment of capabilities and fit ::*Selection; interview with management team and key individuals (or groups) *What is the culture? What makes a good fit? :*Org and people have passion for the mission; work hard :*Respect for the individuals; work-life balance :*Idea of 40-hour work week was foreign to him :*Open and collaborative culture ::*Important because can get into silos... *What was Sue looking for? :*the things he mentioned - passion, desire, drive; smart/intelligent; can focus their energy; good team member, willing to share, take constructive criticism; improve and mentor *shown good ability in conversation; will be recommending we continue with the process ---- ---- 7rirnxwz67689zmct6uh3ss5gb1uokq 0 747 1462 2011-05-13T21:21:57Z Greis>Michael 0 1462 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://jobs.cleanenergycouncil.org/c/functions/printjob.cfm?site_id=6798&jb=7983851 Clean Energy Council job board] :*May, 2011 *Northeast Energy Efficiency Partnership [http://www.neep.org/ web site] == Posting == *Job ID: 7983851 *Position Title: Director of Financial and Administrative Services *Company Name: Northeast Energy Efficiency Partnerships *Industry: Energy Efficiency *Job Function: Finance *Entry Level: No *Location(s): Lexington, Massachusetts, 02421, United States *Posted: May 9, 2011 *Job Type: Full-Time *Job Duration: Indefinite *Min Education: BA/BS/Undergraduate *Min Experience: 5-7 Years *Required Travel: 0-10% *Salary: $100,000.00 - $115,000.00 (Yearly Salary) *Company: Northeast Energy Efficiency Partnerships *Contact Person: Susan Stocker *Email Address: sstocker@neep.org === Job Description === JOB OPPORTUNITY – MAY 2011 Director of Financial and Administrative Services Northeast Energy Efficiency Partnerships ("NEEP") is seeking a Director of Financial and Administrative Services responsible for developing, implementing and maintaining business operations including overall responsibility for NEEP financial, administrative and human resource functions. A member of NEEP’s Senior Management Team, this full-time position reports to the Executive Director and interfaces with NEEP’s Treasurer and Board Committees (Finance, Development and Audit). Resumes should be submitted to: :*Susan Stocker, Accounting Manager :*SStocker@neep.org :*Northeast Energy Efficiency Partnerships, Inc. :*91 Hartwell Avenue :*Lexington, Massachusetts 02421 === About NEEP === NEEP was founded in 1996 as a 501(c)(3) not-for-profit to serve the Northeast and Mid-Atlantic region to accelerate energy efficiency in the building sector through public policy, program strategies, and education. Over the past 15 years, NEEP has successfully positioned the Northeast as a leader in energy efficiency, heading regional and national efforts to create lasting change in the market for energy efficient products, services, and best practices. We achieve our mission through partnerships with a wide range of stakeholders in the field of energy efficiency. With an annual budget of $6 million and an experienced staff of twenty-two professionals (Directors, Managers and Associates), our work is supported by states, utilities, federal agencies, and private foundations. Our Board of Directors includes committed leaders for energy efficiency across the region. === Overall Responsibilities === The Director of Financial and Administrative Services is responsible for developing, implementing and maintaining appropriate business operations, and has overall responsibility for all financial, administrative and human resource functions. The Director of Financial and Administrative Services is supported by an Accounting Manager, an Accounting Associate, and contracted services to maintain NEEP’s information technology systems. This position reports to the Executive Director, supports the Finance and Development Committee and the Audit Committee of the Board of Directors, and participates in NEEP’s Senior Management Team. More specific responsibilities include: *Business Planning and Development :*Manages development of internal annual and multi-year business plans and budgets including financial projections and analyses. :*Develops and produces financial components of NEEP’s annual sponsorship program, grant proposals and contracts including the pricing of services. :*Informs and provides analysis to support long-term financial planning and analyses. *Business and Financial Management :*Board Support ::*Supports the Board Finance & Development Committee and Audit Committee, providing information, analysis, guidance and expertise to ensure NEEP’s financial integrity and accountability, and to meet legal requirements. :*Financial Procedure ::*Supports the optimal use and allocation of organizational assets by developing, managing and maintaining a financial infrastructure that provides for the production of timely reporting and review of financial information (monthly, quarterly and annual financial reports) and the development of annual budgets and ad hoc analysis. :*Financial Management & Reporting ::*Manages NEEP’s financial matters and resources to support operations including internal and external budget reporting and analysis, risk management and contingency planning. Manages annual audit process in compliance with OMB Circular A-133; manages bank accounts, accounts receivable and payable, contracts and investments; maintains financial information in a form consistent with federal requirements; maintains financial and contractual records and requirements for all grants and acts as liaison for funding compliance matters; cultivates, maintains and supports relationships with banking partner, payroll agency and customers and vendors. ::*Develops, manages and maintains, with support from accounting staff, NEEP’s financial systems, practices and accounting software, office systems infrastructure that encompasses financial systems (general ledger, payroll/HR), office equipment (computer hardware and software systems). *Administrative Services :*Grant and Contract Administration ::*Supports administration of federal and foundation grants, contracts and sponsorship programs (i.e., assists development of materials and proposals, provides financial information, analysis and reporting; maintains reporting schedule and procedures; incorporates funding and deliverables into annual budgets). Responsible for creating and monitoring all significant contracts with vendors including maintenance of standard procedures for engaging contractor and engaging legal counsel as needed. :*Facilities and Office Systems Management ::*Develops, manages and maintains work facilities (leased space) to provide a comfortable and productive working environment. Maintains a productive information environment including IT systems, telephone and voice mail, fax systems and photocopier systems. :*Project Management Systems ::*Oversees development, maintenance and staff support to use management tools, systems and best practices for project planning, budgeting, implementation, tracking and reporting. *Human Resources Management :*Personnel Recruitment, Hiring and Termination ::*maintains up-to-date hiring and termination procedures, policies and materials; prepares and posts job descriptions; screens, acknowledges and tracks applications to build a pool of qualified candidates consistent with best practices in organizational equity, diversity and inclusion; manages applicant communications; maintains records; prepares paperwork for new hires and terminations; maintains and administers up-to-date procedures and materials for new staff orientation. :*Personnel Record Maintenance ::*maintains NEEP personnel records in a secure manner and in compliance with legal requirements; maintains schedule for and documentation of performance reviews. :*Employee Benefit Program Management ::*Advises, implements and manages employee benefit programs (e.g., retirement plan, health benefits administration). :*Personnel Policy Management ::*maintains up-to-date Personnel Policy Advisory Manual including development and implementation of a policy for diversity and inclusion; assesses needs and issues; researches policy developments and options; coordinates annual performance review process; supports Management Team to maintain employee job satisfaction and productivity and to implement NEEP personnel policies. :*Legal Compliance ::*Researches, maintains and recommends updates to NEEP personnel policies to assure compliance with federal, state and local laws. Maintains labor law postings in a public area. :*Staff Communications/Meetings ::*Provides primary interface with staff to schedule, plan and arrange for staff teleconferences, meetings and retreats. :*Internal Management and Team Leadership ::*Supervises Accounting Staff and Directs Office System Contractors - identifies staff needs, oversees staff and contractor hiring, training and compensation, supports staff performance, and conducts regular performance reviews as applicable. ::*Actively participates in NEEP’s Management Team to provide overall direction to NEEP’s organizational development, management and performance. === Qualifications === *At least five-years experience involving primary responsibility for: :*Financial and operational management of non-profit organizations with 501(c)(3) status. :*Managing financial accounts and audits involving federal grant monies including OMB Circular A-133 audits. :*Managing accounts receivable, payable, contracts, and bank accounts. :*Financial record keeping and reporting. :*Personnel policies, human resources and benefits administration with specific experience in supporting the development and implementation of policies to maintain a diverse, inclusive staff. :*Business planning (i.e. budget and revenue planning, grant writing, product pricing). :*Coordination and development of operational systems (server, email, etc.) *College degree with formal training in financial management and accounting (CPA preferred) *Excellent communication and interpersonal skills. *Knowledge of and experience in working with standard accounting software systems -including Peachtree – and other office systems as well as common word processing and spreadsheet software. lpgfjcijbf5g1g248masyha2ekflaam 1463 1462 2024-05-24T04:57:44Z Michael 1 1 revision imported 1462 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://jobs.cleanenergycouncil.org/c/functions/printjob.cfm?site_id=6798&jb=7983851 Clean Energy Council job board] :*May, 2011 *Northeast Energy Efficiency Partnership [http://www.neep.org/ web site] == Posting == *Job ID: 7983851 *Position Title: Director of Financial and Administrative Services *Company Name: Northeast Energy Efficiency Partnerships *Industry: Energy Efficiency *Job Function: Finance *Entry Level: No *Location(s): Lexington, Massachusetts, 02421, United States *Posted: May 9, 2011 *Job Type: Full-Time *Job Duration: Indefinite *Min Education: BA/BS/Undergraduate *Min Experience: 5-7 Years *Required Travel: 0-10% *Salary: $100,000.00 - $115,000.00 (Yearly Salary) *Company: Northeast Energy Efficiency Partnerships *Contact Person: Susan Stocker *Email Address: sstocker@neep.org === Job Description === JOB OPPORTUNITY – MAY 2011 Director of Financial and Administrative Services Northeast Energy Efficiency Partnerships ("NEEP") is seeking a Director of Financial and Administrative Services responsible for developing, implementing and maintaining business operations including overall responsibility for NEEP financial, administrative and human resource functions. A member of NEEP’s Senior Management Team, this full-time position reports to the Executive Director and interfaces with NEEP’s Treasurer and Board Committees (Finance, Development and Audit). Resumes should be submitted to: :*Susan Stocker, Accounting Manager :*SStocker@neep.org :*Northeast Energy Efficiency Partnerships, Inc. :*91 Hartwell Avenue :*Lexington, Massachusetts 02421 === About NEEP === NEEP was founded in 1996 as a 501(c)(3) not-for-profit to serve the Northeast and Mid-Atlantic region to accelerate energy efficiency in the building sector through public policy, program strategies, and education. Over the past 15 years, NEEP has successfully positioned the Northeast as a leader in energy efficiency, heading regional and national efforts to create lasting change in the market for energy efficient products, services, and best practices. We achieve our mission through partnerships with a wide range of stakeholders in the field of energy efficiency. With an annual budget of $6 million and an experienced staff of twenty-two professionals (Directors, Managers and Associates), our work is supported by states, utilities, federal agencies, and private foundations. Our Board of Directors includes committed leaders for energy efficiency across the region. === Overall Responsibilities === The Director of Financial and Administrative Services is responsible for developing, implementing and maintaining appropriate business operations, and has overall responsibility for all financial, administrative and human resource functions. The Director of Financial and Administrative Services is supported by an Accounting Manager, an Accounting Associate, and contracted services to maintain NEEP’s information technology systems. This position reports to the Executive Director, supports the Finance and Development Committee and the Audit Committee of the Board of Directors, and participates in NEEP’s Senior Management Team. More specific responsibilities include: *Business Planning and Development :*Manages development of internal annual and multi-year business plans and budgets including financial projections and analyses. :*Develops and produces financial components of NEEP’s annual sponsorship program, grant proposals and contracts including the pricing of services. :*Informs and provides analysis to support long-term financial planning and analyses. *Business and Financial Management :*Board Support ::*Supports the Board Finance & Development Committee and Audit Committee, providing information, analysis, guidance and expertise to ensure NEEP’s financial integrity and accountability, and to meet legal requirements. :*Financial Procedure ::*Supports the optimal use and allocation of organizational assets by developing, managing and maintaining a financial infrastructure that provides for the production of timely reporting and review of financial information (monthly, quarterly and annual financial reports) and the development of annual budgets and ad hoc analysis. :*Financial Management & Reporting ::*Manages NEEP’s financial matters and resources to support operations including internal and external budget reporting and analysis, risk management and contingency planning. Manages annual audit process in compliance with OMB Circular A-133; manages bank accounts, accounts receivable and payable, contracts and investments; maintains financial information in a form consistent with federal requirements; maintains financial and contractual records and requirements for all grants and acts as liaison for funding compliance matters; cultivates, maintains and supports relationships with banking partner, payroll agency and customers and vendors. ::*Develops, manages and maintains, with support from accounting staff, NEEP’s financial systems, practices and accounting software, office systems infrastructure that encompasses financial systems (general ledger, payroll/HR), office equipment (computer hardware and software systems). *Administrative Services :*Grant and Contract Administration ::*Supports administration of federal and foundation grants, contracts and sponsorship programs (i.e., assists development of materials and proposals, provides financial information, analysis and reporting; maintains reporting schedule and procedures; incorporates funding and deliverables into annual budgets). Responsible for creating and monitoring all significant contracts with vendors including maintenance of standard procedures for engaging contractor and engaging legal counsel as needed. :*Facilities and Office Systems Management ::*Develops, manages and maintains work facilities (leased space) to provide a comfortable and productive working environment. Maintains a productive information environment including IT systems, telephone and voice mail, fax systems and photocopier systems. :*Project Management Systems ::*Oversees development, maintenance and staff support to use management tools, systems and best practices for project planning, budgeting, implementation, tracking and reporting. *Human Resources Management :*Personnel Recruitment, Hiring and Termination ::*maintains up-to-date hiring and termination procedures, policies and materials; prepares and posts job descriptions; screens, acknowledges and tracks applications to build a pool of qualified candidates consistent with best practices in organizational equity, diversity and inclusion; manages applicant communications; maintains records; prepares paperwork for new hires and terminations; maintains and administers up-to-date procedures and materials for new staff orientation. :*Personnel Record Maintenance ::*maintains NEEP personnel records in a secure manner and in compliance with legal requirements; maintains schedule for and documentation of performance reviews. :*Employee Benefit Program Management ::*Advises, implements and manages employee benefit programs (e.g., retirement plan, health benefits administration). :*Personnel Policy Management ::*maintains up-to-date Personnel Policy Advisory Manual including development and implementation of a policy for diversity and inclusion; assesses needs and issues; researches policy developments and options; coordinates annual performance review process; supports Management Team to maintain employee job satisfaction and productivity and to implement NEEP personnel policies. :*Legal Compliance ::*Researches, maintains and recommends updates to NEEP personnel policies to assure compliance with federal, state and local laws. Maintains labor law postings in a public area. :*Staff Communications/Meetings ::*Provides primary interface with staff to schedule, plan and arrange for staff teleconferences, meetings and retreats. :*Internal Management and Team Leadership ::*Supervises Accounting Staff and Directs Office System Contractors - identifies staff needs, oversees staff and contractor hiring, training and compensation, supports staff performance, and conducts regular performance reviews as applicable. ::*Actively participates in NEEP’s Management Team to provide overall direction to NEEP’s organizational development, management and performance. === Qualifications === *At least five-years experience involving primary responsibility for: :*Financial and operational management of non-profit organizations with 501(c)(3) status. :*Managing financial accounts and audits involving federal grant monies including OMB Circular A-133 audits. :*Managing accounts receivable, payable, contracts, and bank accounts. :*Financial record keeping and reporting. :*Personnel policies, human resources and benefits administration with specific experience in supporting the development and implementation of policies to maintain a diverse, inclusive staff. :*Business planning (i.e. budget and revenue planning, grant writing, product pricing). :*Coordination and development of operational systems (server, email, etc.) *College degree with formal training in financial management and accounting (CPA preferred) *Excellent communication and interpersonal skills. *Knowledge of and experience in working with standard accounting software systems -including Peachtree – and other office systems as well as common word processing and spreadsheet software. lpgfjcijbf5g1g248masyha2ekflaam 0 748 1464 2011-05-13T21:27:10Z Greis>Michael 0 1464 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4249695&SEO=1&MemID=441432&MemKey=eyeosqfcdsbazueqilgg0na0 CFA Institute job board] :*May, 2011 *Contacts :*Contact John (?) and ask if should apply? == Posting == Level: NEPC is seeking an experienced investment professional for this role and would prefer an individual with 7-15 plus years of related experience, significant working knowledge of endowments and foundations, and prior experience in an E&F investment consulting role or serving as a CIO for an endowment or foundation. === GENERAL RESPONSIBILITIES === 1. Overall management of up to 7-12 client accounts. 2. Provide consulting advice on investment fund design, structure, governance and manager selection for both traditional and alternative assets. 3. Meet client’s needs and objectives and be responsive and accessible to clients, consistent with NEPC’s philosophy. 4. Participate in new business development for endowments and foundations. 5. Back up other consultants on complex accounts as needed. 6. Guide/train analysts and other associates as needed. 7. Assist in the preparation of “white papers” on topics of current or prospective interest to clients. 8. Participate in E&F conferences becoming a known entity in the marketplace 9. Maintain fluent knowledge of endowment and foundation investment trends and challenges, including best practices. === SPECIFIC RESPONSIBILITIES === 1. Act as lead on NEPC team designated to work with each client. 2. Provide consulting advice to clients on trends in the capital markets and NEPC’s recommended actions. 3. Determine the appropriate asset mix and fund structure for each client. 4. Develop/review investment policy. 5. Conduct manager searches for traditional and alternative assets. 6. Prepare and/or review quarterly reports for client investment performance. 7. Educate clients as to their investments and to general topics of interest in the investment industry especially as it relates to the needs of endowments and foundations. 8. Communicate marketplace and client feedback to the E&F team as appropriate. 9. Such other responsibilities as may be assigned by the E&F Practice Group Leader from time to time. 10. Participate in marketing and new business opportunities as assigned. Location: Preferable location is Cambridge, Massachusetts with flexibility to house role in Chicago, Illinois, Atlanta, Georgia or Charlotte, North Carolina. Benefits: NEPC features competitive salary, bonus and full benefits, including profit sharing and 401(k) plans In addition, we offer tuition reimbursement and financial support towards the CFA and CAIA designations. Applications and Inquiries: All inquiries should be directed to jmurphy@nepc.com or Judy A. Murphy, Director of HR and Organizational Development, NEPC, LLC. One Main Street, Cambridge, Massachusetts 02142. Please include a brief cover letter, resume, and preference for position location. All inquiries will be held in the strictest of confidence. NEPC is an Affirmative Action/Equal Opportunity Employer === Requirements === We are seeking a poised, accomplished investment professional with excellent presentation and writing skills and a solid technical background. Experience in the endowment and foundation sector required. Minimum seven years of investment experience required; advanced degree and/or the CFA® designation (or progress toward these credentials) are preferred. Knowledge of asset allocation and alternative assets is preferred. Ability to handle multiple, unique client relationships (alone or on a team basis) is an inherent job requirement. ---- tlzcgz6fap8y1ic2wu7yafg5jnqjpaw 1465 1464 2024-05-24T04:57:44Z Michael 1 1 revision imported 1464 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4249695&SEO=1&MemID=441432&MemKey=eyeosqfcdsbazueqilgg0na0 CFA Institute job board] :*May, 2011 *Contacts :*Contact John (?) and ask if should apply? == Posting == Level: NEPC is seeking an experienced investment professional for this role and would prefer an individual with 7-15 plus years of related experience, significant working knowledge of endowments and foundations, and prior experience in an E&F investment consulting role or serving as a CIO for an endowment or foundation. === GENERAL RESPONSIBILITIES === 1. Overall management of up to 7-12 client accounts. 2. Provide consulting advice on investment fund design, structure, governance and manager selection for both traditional and alternative assets. 3. Meet client’s needs and objectives and be responsive and accessible to clients, consistent with NEPC’s philosophy. 4. Participate in new business development for endowments and foundations. 5. Back up other consultants on complex accounts as needed. 6. Guide/train analysts and other associates as needed. 7. Assist in the preparation of “white papers” on topics of current or prospective interest to clients. 8. Participate in E&F conferences becoming a known entity in the marketplace 9. Maintain fluent knowledge of endowment and foundation investment trends and challenges, including best practices. === SPECIFIC RESPONSIBILITIES === 1. Act as lead on NEPC team designated to work with each client. 2. Provide consulting advice to clients on trends in the capital markets and NEPC’s recommended actions. 3. Determine the appropriate asset mix and fund structure for each client. 4. Develop/review investment policy. 5. Conduct manager searches for traditional and alternative assets. 6. Prepare and/or review quarterly reports for client investment performance. 7. Educate clients as to their investments and to general topics of interest in the investment industry especially as it relates to the needs of endowments and foundations. 8. Communicate marketplace and client feedback to the E&F team as appropriate. 9. Such other responsibilities as may be assigned by the E&F Practice Group Leader from time to time. 10. Participate in marketing and new business opportunities as assigned. Location: Preferable location is Cambridge, Massachusetts with flexibility to house role in Chicago, Illinois, Atlanta, Georgia or Charlotte, North Carolina. Benefits: NEPC features competitive salary, bonus and full benefits, including profit sharing and 401(k) plans In addition, we offer tuition reimbursement and financial support towards the CFA and CAIA designations. Applications and Inquiries: All inquiries should be directed to jmurphy@nepc.com or Judy A. Murphy, Director of HR and Organizational Development, NEPC, LLC. One Main Street, Cambridge, Massachusetts 02142. Please include a brief cover letter, resume, and preference for position location. All inquiries will be held in the strictest of confidence. NEPC is an Affirmative Action/Equal Opportunity Employer === Requirements === We are seeking a poised, accomplished investment professional with excellent presentation and writing skills and a solid technical background. Experience in the endowment and foundation sector required. Minimum seven years of investment experience required; advanced degree and/or the CFA® designation (or progress toward these credentials) are preferred. Knowledge of asset allocation and alternative assets is preferred. Ability to handle multiple, unique client relationships (alone or on a team basis) is an inherent job requirement. ---- tlzcgz6fap8y1ic2wu7yafg5jnqjpaw 0 749 1466 2011-12-16T21:18:30Z Greis>Michael 0 1466 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] '''Must apply through Monster.com - search for NGrid jobs and/or use posting number''' :*Search [http://www.nationalgridus.com/aboutus/a2-3_careers.asp here at National Grid] to find openings of interest first :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=KS-4193 KS-4193] - Strategy Analyst ::*Strategic Planning and Corporate Development organization {{color||due Friday 12/30}} :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=NE-5762 NE-5762] - Analyst, Policy & Evaluation {{color||due Wednesday 12/28}} ::*On team supporting EE program development :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=KS-4198 KS-4198] - Manager, Regulatory Support and Reporting {{color||due Friday 12/23}} ::*leadership of technical support to gas or electric rate cases, and other ad hoc regulatory filings ::*Lead, motivate and develop a professional team of 4-10 staff :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=NE-5723 NE-5723] - Energy Efficiency Program Manager {{color||due Thursday 12/22}} :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=NE-5778W NE-5778W] - Program Manager {{color||due Friday 12/16}} - No longer available ::*Customer Technology and Sustainability group ::*Identify technologies, capabilities, and best practices that will generate growth opportunities and efficiencies in the long term: 3-5 years and beyond *Posting :*[ Posting Source] :*December, 2011 *Other NGrid postings: :* === Posting === Job Posting Number: NE-5767W Please note this number on your resume Title: Program Manager - Energy Efficiency Strategy Location: MA - Waltham Post Date: Wednesday, November 16, 2011 Close Date: Friday, December 16, 2011 Job Responsibilities: National Grid is looking for a Program Manager for our Energy Efficiency Strategy group who can identify and develop policies, tactics and opportunities in energy efficiency (EE) technologies that align with customer and corporate strategy and deliver a focused customer strategy that will augment market share, enhance customer satisfaction and grow the overall business within the US and by jurisdiction. In this role you will develop, process and review high level EE plans and policies in conjunction with business partners and service providers related to US customer growth, regulatory compliance and customer satisfaction strategies, in order to enhance profitability and sustainable growth in the US and jurisdictional specific markets. Other responsibilities include the following but are not limited to: Develop and execute strategic business plans for overall US EE strategy, in line with National Grid standards and work practices and in coordination with Jurisdictional needs, in order to increase EE sales opportunities with new and existing customers. Create and maintain effective relationships with key stakeholders in order to build and maintain long-term EE strategy. Provide scope for customer research projects in EE, ensuring projects are appropriately assessed, designed, planned, resourced and scheduled in a timely and cost effective manner in order to ensure on time delivery and best value for National Grid. Provide customer insight related to EE to other business areas in efforts to maximize strategic business decisions and in-market activities. Support EE Program Strategy to establish and agree on key performance targets and financial budgets in order to optimize program specific business performances in line with established objectives. Determine EE policy and develop opportunities in trending EE technology to provide authoritative advice for regulatory filings across all jurisdictions in order to support the realization of National Grid objectives. Job Qualifications: Degree in Energy Management, Electrical Engineering, or related science and technical field experience. Working knowledge of relevant statutory regulations / legislation within EE discipline and familiarity with high performance green design practices/standards in buildings; LEEDS technologies. Adept knowledge of national trends in EE technology, policy and innovation. Actively builds and maintains a network of relationships, with both internal and external stakeholders Possesses positive expectations for peers and is able to work collaboratively in a matrix organization to achieve results. Understands the issues National Grid currently faces and adapts in order to determine long term strategies to meet the needs of the business. Visionary thinker who recognizes and proactively identifies breakthrough ideas and is committed to achieving/exceeding results. Apply For This Job TO APPLY FOR THIS POSITION, PLEASE VISIT WWW.MONSTER.COM AND SEARCH KEYWORDS "NE-5767W" OR "Program Manager - Energy Efficiency Strategy" ---- 4eo9fjkbioyt1zthi6g9bhb6mt0m4ij 1467 1466 2024-05-24T04:57:44Z Michael 1 1 revision imported 1466 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] '''Must apply through Monster.com - search for NGrid jobs and/or use posting number''' :*Search [http://www.nationalgridus.com/aboutus/a2-3_careers.asp here at National Grid] to find openings of interest first :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=KS-4193 KS-4193] - Strategy Analyst ::*Strategic Planning and Corporate Development organization {{color||due Friday 12/30}} :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=NE-5762 NE-5762] - Analyst, Policy & Evaluation {{color||due Wednesday 12/28}} ::*On team supporting EE program development :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=KS-4198 KS-4198] - Manager, Regulatory Support and Reporting {{color||due Friday 12/23}} ::*leadership of technical support to gas or electric rate cases, and other ad hoc regulatory filings ::*Lead, motivate and develop a professional team of 4-10 staff :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=NE-5723 NE-5723] - Energy Efficiency Program Manager {{color||due Thursday 12/22}} :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=NE-5778W NE-5778W] - Program Manager {{color||due Friday 12/16}} - No longer available ::*Customer Technology and Sustainability group ::*Identify technologies, capabilities, and best practices that will generate growth opportunities and efficiencies in the long term: 3-5 years and beyond *Posting :*[ Posting Source] :*December, 2011 *Other NGrid postings: :* === Posting === Job Posting Number: NE-5767W Please note this number on your resume Title: Program Manager - Energy Efficiency Strategy Location: MA - Waltham Post Date: Wednesday, November 16, 2011 Close Date: Friday, December 16, 2011 Job Responsibilities: National Grid is looking for a Program Manager for our Energy Efficiency Strategy group who can identify and develop policies, tactics and opportunities in energy efficiency (EE) technologies that align with customer and corporate strategy and deliver a focused customer strategy that will augment market share, enhance customer satisfaction and grow the overall business within the US and by jurisdiction. In this role you will develop, process and review high level EE plans and policies in conjunction with business partners and service providers related to US customer growth, regulatory compliance and customer satisfaction strategies, in order to enhance profitability and sustainable growth in the US and jurisdictional specific markets. Other responsibilities include the following but are not limited to: Develop and execute strategic business plans for overall US EE strategy, in line with National Grid standards and work practices and in coordination with Jurisdictional needs, in order to increase EE sales opportunities with new and existing customers. Create and maintain effective relationships with key stakeholders in order to build and maintain long-term EE strategy. Provide scope for customer research projects in EE, ensuring projects are appropriately assessed, designed, planned, resourced and scheduled in a timely and cost effective manner in order to ensure on time delivery and best value for National Grid. Provide customer insight related to EE to other business areas in efforts to maximize strategic business decisions and in-market activities. Support EE Program Strategy to establish and agree on key performance targets and financial budgets in order to optimize program specific business performances in line with established objectives. Determine EE policy and develop opportunities in trending EE technology to provide authoritative advice for regulatory filings across all jurisdictions in order to support the realization of National Grid objectives. Job Qualifications: Degree in Energy Management, Electrical Engineering, or related science and technical field experience. Working knowledge of relevant statutory regulations / legislation within EE discipline and familiarity with high performance green design practices/standards in buildings; LEEDS technologies. Adept knowledge of national trends in EE technology, policy and innovation. Actively builds and maintains a network of relationships, with both internal and external stakeholders Possesses positive expectations for peers and is able to work collaboratively in a matrix organization to achieve results. Understands the issues National Grid currently faces and adapts in order to determine long term strategies to meet the needs of the business. Visionary thinker who recognizes and proactively identifies breakthrough ideas and is committed to achieving/exceeding results. Apply For This Job TO APPLY FOR THIS POSITION, PLEASE VISIT WWW.MONSTER.COM AND SEARCH KEYWORDS "NE-5767W" OR "Program Manager - Energy Efficiency Strategy" ---- 4eo9fjkbioyt1zthi6g9bhb6mt0m4ij 0 750 1468 2012-07-03T20:08:52Z Greis>Michael 0 1468 wikitext text/x-wiki __NOTOC__ *Talked to Gabe Shapiro 2012-07-03 :*He is close to making an internal hire for the position *[[Career/Opportunities/NSL/Director of Institutional Partnerships/Notes|Notes]] *Posting :*[http://www.linkedin.com/jobs?viewJob=&jobId=3208451 LinkedIn] :*July, 2012 === Posting === :*Job Title: Director of Institutional Partnerships :*Reports To: VP of Outreach (Gabe Shapiro) Department: Outreach :*LSA Status: Exempt :*Location: Boston, MA/GreaterBoston Area :*Prepared By/Date: HR June 2012 Summary: Develop and maintain Fortune 2000 institutional and retail partnerships, secure client commitments to ongoing customer relationship events, and evolve existing client ready material. TOAPPLY: http://tbe.taleo.net/NA6/ats/careers/requisition.jsp?org=NEXTSTEPLIVING&cws=1&rid=132 Essential Duties and Responsibilities include the following. Other duties may be assigned. Employer and Membership Programs Cultivate and maintain institutional relationships, primarily with Fortune 2000 businesses, and comparably sized associations, membership institutions and non-profits Implement and manage co-branded campaigns to attract employees and members to Next Step Living Services Create e-mail communications to employees and members and secure NSL representation at customer functions, conferences, fairs and events Design reports to periodically share the environmental and financial impact of the program Train and manage Business Development Managers to implement programs at small to medium sized businesses Retail Programs Create point-of-sale promotion opportunities with multi-location retail stores such as supermarkets and big box retailers Design commission and reward structures to make NSL presence attractive to potential retail partners Ensure effectiveness of in-store presence by supporting and guiding the Events Manager who hires and trains part-time staff to table at partner store locations Compensation Competitive base pay Performance based bonus Desired Skills & Experience Qualifications: To perform this job successfully,an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: 3+ years of institutional sales experience and professional advancement within business development roles preferred Building trade/experience helpful Clearly demonstrate experience and/or adaptability to succeed in a growth company environment --- a do’er, solutions oriented, strong listener, humble disposition and team player Strong organizational skills Experienced and comfortable with critical software tools (e.g., MS Office tools, Salesforce type CRM) Self-motivated. Driven by set goals, and will require minimal oversight. Ability to work independently and as part of a team Must be outgoing and motivated to learn and teach the public about energy efficiency Must have a valid driver’s license and accessible vehicle to attend events. Computer Skills: To perform this job successfully, an individual should have knowledge of Word Processing; Spreadsheet; Database; and Contact Management software. Experience with Salesforce customer relationship management software desirable Language Ability Abilityto work with customers and discuss topics such as energy efficiency, weatherization, and alternative energy resources Respond to common inquiries or complaints from customers or members of the business community Organized problem solver with excellent communication skills Reasoning Ability: Interpret a variety of instructions furnished in written, oral, diagram, or schedule form Solve practical problems and deal with a variety of concrete variables in situations whereonly limited standardization exists PhysicalDemands: Must be able to stand for long periods of time, carry up to 60 lbs Company Description Providing data driven, customer focused residential energy efficiency services on a large scale. Provides weatherization services for homes in MA and NH. We work with utility and city programs to access funds for energy audits insulation and air sealing Additional Information Posted: June 14, 2012 Type: Full-time Experience: Mid-Senior level Functions: Business Development, Sales Industries: Renewables & Environment, Environmental Services, Construction Compensation: base + incentive Referral Bonus: $500 per referred employee after 6 months if in good standing Job ID: 3208451 ---- qx0npipdhoalac3by4emzo6j6gmoveb 1469 1468 2024-05-24T04:57:44Z Michael 1 1 revision imported 1468 wikitext text/x-wiki __NOTOC__ *Talked to Gabe Shapiro 2012-07-03 :*He is close to making an internal hire for the position *[[Career/Opportunities/NSL/Director of Institutional Partnerships/Notes|Notes]] *Posting :*[http://www.linkedin.com/jobs?viewJob=&jobId=3208451 LinkedIn] :*July, 2012 === Posting === :*Job Title: Director of Institutional Partnerships :*Reports To: VP of Outreach (Gabe Shapiro) Department: Outreach :*LSA Status: Exempt :*Location: Boston, MA/GreaterBoston Area :*Prepared By/Date: HR June 2012 Summary: Develop and maintain Fortune 2000 institutional and retail partnerships, secure client commitments to ongoing customer relationship events, and evolve existing client ready material. TOAPPLY: http://tbe.taleo.net/NA6/ats/careers/requisition.jsp?org=NEXTSTEPLIVING&cws=1&rid=132 Essential Duties and Responsibilities include the following. Other duties may be assigned. Employer and Membership Programs Cultivate and maintain institutional relationships, primarily with Fortune 2000 businesses, and comparably sized associations, membership institutions and non-profits Implement and manage co-branded campaigns to attract employees and members to Next Step Living Services Create e-mail communications to employees and members and secure NSL representation at customer functions, conferences, fairs and events Design reports to periodically share the environmental and financial impact of the program Train and manage Business Development Managers to implement programs at small to medium sized businesses Retail Programs Create point-of-sale promotion opportunities with multi-location retail stores such as supermarkets and big box retailers Design commission and reward structures to make NSL presence attractive to potential retail partners Ensure effectiveness of in-store presence by supporting and guiding the Events Manager who hires and trains part-time staff to table at partner store locations Compensation Competitive base pay Performance based bonus Desired Skills & Experience Qualifications: To perform this job successfully,an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: 3+ years of institutional sales experience and professional advancement within business development roles preferred Building trade/experience helpful Clearly demonstrate experience and/or adaptability to succeed in a growth company environment --- a do’er, solutions oriented, strong listener, humble disposition and team player Strong organizational skills Experienced and comfortable with critical software tools (e.g., MS Office tools, Salesforce type CRM) Self-motivated. Driven by set goals, and will require minimal oversight. Ability to work independently and as part of a team Must be outgoing and motivated to learn and teach the public about energy efficiency Must have a valid driver’s license and accessible vehicle to attend events. Computer Skills: To perform this job successfully, an individual should have knowledge of Word Processing; Spreadsheet; Database; and Contact Management software. Experience with Salesforce customer relationship management software desirable Language Ability Abilityto work with customers and discuss topics such as energy efficiency, weatherization, and alternative energy resources Respond to common inquiries or complaints from customers or members of the business community Organized problem solver with excellent communication skills Reasoning Ability: Interpret a variety of instructions furnished in written, oral, diagram, or schedule form Solve practical problems and deal with a variety of concrete variables in situations whereonly limited standardization exists PhysicalDemands: Must be able to stand for long periods of time, carry up to 60 lbs Company Description Providing data driven, customer focused residential energy efficiency services on a large scale. Provides weatherization services for homes in MA and NH. We work with utility and city programs to access funds for energy audits insulation and air sealing Additional Information Posted: June 14, 2012 Type: Full-time Experience: Mid-Senior level Functions: Business Development, Sales Industries: Renewables & Environment, Environmental Services, Construction Compensation: base + incentive Referral Bonus: $500 per referred employee after 6 months if in good standing Job ID: 3208451 ---- qx0npipdhoalac3by4emzo6j6gmoveb 0 751 1470 2012-07-27T18:12:10Z Greis>Michael 0 1470 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/NSTAR/Sales Executive Energy Efficiency/Notes|Notes]] *Posting :*[http://www.linkedin.com/jobs?viewJob=&jobId=3148343 LinkedIn] :*July, 2012 - on NStar careers site as of 2012-06-06 *Posting expired on LinkedIn as of 2012-07-26, but still available on NStar site === Posting === Job Description This position is responsible for the development of sales plans and presentations that will convince key industrial, commercial and government customers to adopt, invest in and implement energy efficiency programs, services, products and solutions. These programs are essential in supporting the achievement of NSTARs energy efficiency mission of educating our key customers as to the need for significantly reducing energy consumption and persuading them to use the Companys portfolio of energy savings tools, technologies and approaches. This position will acquire an in-depth understanding of the customers operating needs, preferences, business objectives and budget constraints in order to ensure energy efficiency solutions are developed that maximize energy reduction and cost savings. Develops high level sales plans based on a thorough understanding of the Companys energy efficiency business and financial objectives, programs, products and services, and the needs and challenges of our key customers. Prepares action plans and schedules to identify and monitor key commercial and industrial customers with the potential for significant energy efficiency system, equipment, and process upgrades and modifications. Meets with customers to provide education and information concerning energy efficiency issues and opportunities, promotes NSTARs programs as a means of significant energy reduction, and initiates a dialogue and exchange of information leading to a potential partnership. Assists the Company in meeting its energy efficiency quotas by convincing key customers to enter into a partnership with NSTAR and investing in the upgrade and modification of their energy systems. Success in establishing a partnership is predicated on a thorough understanding of the customer's business objectives, operating characteristics, finance and budget constraints, and energy needs. Manages established partnerships through the identification and resolution of customer concerns and issues, and consistent follow-up as to the progression of energy efficiency projects. Ensures service questions and concerns are directed to appropriate support teams and facilitates dialogue between customers and NSTAR on all unresolved issues. Prepares status reports including activity, partnerships, follow-up and achievement of goals and quotas. Adheres to all Company policies, procedures and business ethics codes and ensures they are communicated and implemented within the team. Desired Skills & Experience 8+years of sales and marketing experience. Requires strong sales, sales management and marketing skills. Ability to develop strong senior-level customer relationships, articulate a compelling proposition, and persuade and influence others. Requires understanding of customer and market dynamics and requirements. Demonstrated ability to establish and maintain effective working relationships with support teams. Requires excellent communication (verbal and written), interpersonal, management, negotiation and presentation skills, as well as business acumen. Ability to use PC desktop applications (e.g., Microsoft Word, Excel, Power Point) Requires a Bachelors Degree in Business Administration, Marketing, Engineering, related discipline or equivalent experience. Company Description For more than 100 years, NSTAR Electric and Gas has been delivering safe and reliable electricity and natural gas to customers in Eastern, Central and Southeastern Massachusetts. NSTAR transmits and delivers electricity to 1.1 million electric customers in 81 communities and nearly 300,000 gas customers in 51 communities. NSTAR is an operating company of Northeast Utilities. Additional Information Posted: June 5, 2012 Type: Full-time Experience: Mid-Senior level Functions: Sales Industries: Utilities Job ID: 3148343 ---- ou6wpk1sq30drswtdt3rlokotho3our 1471 1470 2024-05-24T04:57:44Z Michael 1 1 revision imported 1470 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/NSTAR/Sales Executive Energy Efficiency/Notes|Notes]] *Posting :*[http://www.linkedin.com/jobs?viewJob=&jobId=3148343 LinkedIn] :*July, 2012 - on NStar careers site as of 2012-06-06 *Posting expired on LinkedIn as of 2012-07-26, but still available on NStar site === Posting === Job Description This position is responsible for the development of sales plans and presentations that will convince key industrial, commercial and government customers to adopt, invest in and implement energy efficiency programs, services, products and solutions. These programs are essential in supporting the achievement of NSTARs energy efficiency mission of educating our key customers as to the need for significantly reducing energy consumption and persuading them to use the Companys portfolio of energy savings tools, technologies and approaches. This position will acquire an in-depth understanding of the customers operating needs, preferences, business objectives and budget constraints in order to ensure energy efficiency solutions are developed that maximize energy reduction and cost savings. Develops high level sales plans based on a thorough understanding of the Companys energy efficiency business and financial objectives, programs, products and services, and the needs and challenges of our key customers. Prepares action plans and schedules to identify and monitor key commercial and industrial customers with the potential for significant energy efficiency system, equipment, and process upgrades and modifications. Meets with customers to provide education and information concerning energy efficiency issues and opportunities, promotes NSTARs programs as a means of significant energy reduction, and initiates a dialogue and exchange of information leading to a potential partnership. Assists the Company in meeting its energy efficiency quotas by convincing key customers to enter into a partnership with NSTAR and investing in the upgrade and modification of their energy systems. Success in establishing a partnership is predicated on a thorough understanding of the customer's business objectives, operating characteristics, finance and budget constraints, and energy needs. Manages established partnerships through the identification and resolution of customer concerns and issues, and consistent follow-up as to the progression of energy efficiency projects. Ensures service questions and concerns are directed to appropriate support teams and facilitates dialogue between customers and NSTAR on all unresolved issues. Prepares status reports including activity, partnerships, follow-up and achievement of goals and quotas. Adheres to all Company policies, procedures and business ethics codes and ensures they are communicated and implemented within the team. Desired Skills & Experience 8+years of sales and marketing experience. Requires strong sales, sales management and marketing skills. Ability to develop strong senior-level customer relationships, articulate a compelling proposition, and persuade and influence others. Requires understanding of customer and market dynamics and requirements. Demonstrated ability to establish and maintain effective working relationships with support teams. Requires excellent communication (verbal and written), interpersonal, management, negotiation and presentation skills, as well as business acumen. Ability to use PC desktop applications (e.g., Microsoft Word, Excel, Power Point) Requires a Bachelors Degree in Business Administration, Marketing, Engineering, related discipline or equivalent experience. Company Description For more than 100 years, NSTAR Electric and Gas has been delivering safe and reliable electricity and natural gas to customers in Eastern, Central and Southeastern Massachusetts. NSTAR transmits and delivers electricity to 1.1 million electric customers in 81 communities and nearly 300,000 gas customers in 51 communities. NSTAR is an operating company of Northeast Utilities. Additional Information Posted: June 5, 2012 Type: Full-time Experience: Mid-Senior level Functions: Sales Industries: Utilities Job ID: 3148343 ---- ou6wpk1sq30drswtdt3rlokotho3our 0 752 1472 2011-12-28T23:27:46Z Greis>Michael 0 1472 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - '''mj greis resume ssi.doc ''' - as updated 2011-12-28 from mj greis resume sgm.doc :*Cover Letter - '''[[Media:Greis_mj_cover_ks-4193.doc‎]] ''' *[[Career/Opportunities/National Grid Strategy Analyst/Notes|Notes]] *Posting :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=KS-4193 KS-4193] - Strategy Analyst] - December 2011 *Follow-up :*Note to David Lodemore :*Note to National Grid contact suggested by Joe at CERES :*Note to NGrid attorney who was interested in participating in NY panel === Posting === '''Job Responsibilities''': National Grid is looking for a Strategy Analyst with a balance of creative thinking, curiosity, and analytical discipline to join our Strategic Planning and Corporate Development organization. This individual will be a major part of developing the strategy that will navigate National Grid through this period towards sustainable prosperity for local communities, our customers, the environment, and our shareholders. As Strategy Analyst, you will develop a deep understanding of the global energy and utility industries, create strategies for change, secure executive buy-in to strategic solutions, and work alongside the US Executive Team to make those solutions happen. You will have opportunities to participate in a variety of projects and build your skills and network inside and outside National Grid. At National Grid, you will be part of a culture where our commitment to future generations is respected, teamwork is rewarded, excellence is expected, and diversity is valued. As part of a team in the US and the UK that will develop National Grid's US strategy consistent with the group strategy. This strategy will anticipate changes in the external macro-environment, balance stakeholder needs and exploit the core competencies of one of the largest utilities in the world. This strategy will include a robust US roadmap and provide the US Executive Director and the US Executive Team with an integrated US strategic business plan. The Strategy Analyst will support projects involved in the development and implementation of strategic options including detailed analysis and evaluation of potential business opportunities. In addition, the successful candidate would be expected to support M&A activities and business development projects. Other responsibilities include the following: *Assist in the development of a US Strategic route map and set of options that provide the US Executive Director and US Executive Team with a US Strategic plan aligned with the Group Strategy. *Work across the Jurisdiction Presidents, Network Strategy, Regulatory, Operations, the US Chief Financial Officer, and Group Strategy to co-ordinate the development of five-year business plan. *Plan and lead detailed financial and business analysis of strategic initiatives, acquisitions, disposals and joint venture candidates. Understand market and internal strategic context and how this fits into detailed financial modelling, taking account of regulatory, cost management, market developments, tax and other factors. *Support negotiations analysis and preparation for purchase and sale and associated agreements with a tenacious ability and drive to follow through after transaction announcement. *Participate in global long-term scenario planning and coordinate with scenario planning functions throughout. Advise the US Executive Team on how 2020/2030 US scenarios are playing out and feed through to business leads on the business planning process. '''Job Qualifications''': *Bachelor's degree in Economics/Finance/Business/Accounting/ Engineering/Public Policy/Planning with a minimum of five years relevant work experience; Master's/MBA degree a plus *Background in management consulting or finance *Strategic & policy development experience *Strong project management skills. Demonstrated ability to lead multi-functional teams and deliver project results in a comprehensive and timely fashion *Ability to communicate and work with people at all levels and across organizational boundaries, including ability to comprehend and explain highly complex information to a less technical audience *Strong analytical skills *Impeccable personal standards of commitment and integrity *Excellent written and oral communications skills *Demonstrated ability to understand, analyze and set priorities on a broad range of issues ---- 2m84xjp7u6vh4mlbenqdpzf2pqa8wqz 1473 1472 2024-05-24T04:57:44Z Michael 1 1 revision imported 1472 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - '''mj greis resume ssi.doc ''' - as updated 2011-12-28 from mj greis resume sgm.doc :*Cover Letter - '''[[Media:Greis_mj_cover_ks-4193.doc‎]] ''' *[[Career/Opportunities/National Grid Strategy Analyst/Notes|Notes]] *Posting :*[http://www.nationalgridus.com/aboutus/a5-1_jobpost.asp?posting_number=KS-4193 KS-4193] - Strategy Analyst] - December 2011 *Follow-up :*Note to David Lodemore :*Note to National Grid contact suggested by Joe at CERES :*Note to NGrid attorney who was interested in participating in NY panel === Posting === '''Job Responsibilities''': National Grid is looking for a Strategy Analyst with a balance of creative thinking, curiosity, and analytical discipline to join our Strategic Planning and Corporate Development organization. This individual will be a major part of developing the strategy that will navigate National Grid through this period towards sustainable prosperity for local communities, our customers, the environment, and our shareholders. As Strategy Analyst, you will develop a deep understanding of the global energy and utility industries, create strategies for change, secure executive buy-in to strategic solutions, and work alongside the US Executive Team to make those solutions happen. You will have opportunities to participate in a variety of projects and build your skills and network inside and outside National Grid. At National Grid, you will be part of a culture where our commitment to future generations is respected, teamwork is rewarded, excellence is expected, and diversity is valued. As part of a team in the US and the UK that will develop National Grid's US strategy consistent with the group strategy. This strategy will anticipate changes in the external macro-environment, balance stakeholder needs and exploit the core competencies of one of the largest utilities in the world. This strategy will include a robust US roadmap and provide the US Executive Director and the US Executive Team with an integrated US strategic business plan. The Strategy Analyst will support projects involved in the development and implementation of strategic options including detailed analysis and evaluation of potential business opportunities. In addition, the successful candidate would be expected to support M&A activities and business development projects. Other responsibilities include the following: *Assist in the development of a US Strategic route map and set of options that provide the US Executive Director and US Executive Team with a US Strategic plan aligned with the Group Strategy. *Work across the Jurisdiction Presidents, Network Strategy, Regulatory, Operations, the US Chief Financial Officer, and Group Strategy to co-ordinate the development of five-year business plan. *Plan and lead detailed financial and business analysis of strategic initiatives, acquisitions, disposals and joint venture candidates. Understand market and internal strategic context and how this fits into detailed financial modelling, taking account of regulatory, cost management, market developments, tax and other factors. *Support negotiations analysis and preparation for purchase and sale and associated agreements with a tenacious ability and drive to follow through after transaction announcement. *Participate in global long-term scenario planning and coordinate with scenario planning functions throughout. Advise the US Executive Team on how 2020/2030 US scenarios are playing out and feed through to business leads on the business planning process. '''Job Qualifications''': *Bachelor's degree in Economics/Finance/Business/Accounting/ Engineering/Public Policy/Planning with a minimum of five years relevant work experience; Master's/MBA degree a plus *Background in management consulting or finance *Strategic & policy development experience *Strong project management skills. Demonstrated ability to lead multi-functional teams and deliver project results in a comprehensive and timely fashion *Ability to communicate and work with people at all levels and across organizational boundaries, including ability to comprehend and explain highly complex information to a less technical audience *Strong analytical skills *Impeccable personal standards of commitment and integrity *Excellent written and oral communications skills *Demonstrated ability to understand, analyze and set priorities on a broad range of issues ---- 2m84xjp7u6vh4mlbenqdpzf2pqa8wqz 0 753 1474 2011-12-28T19:19:02Z Greis>Michael 0 1474 wikitext text/x-wiki Introduction :*I had the opportunity to have David Lodemore on my panel on SEC Climate Change Disclosure Guidelines. :*Enthusiastic about National Grid's businessw model with a long-term commitment to long-term sustainability. :*Very pleased to see this opportunity arise because my interest in helping businesses position themselves for long-term sustainability. :*work with local utilities, grassroots organizations, municipalities on promoting energy efficiency made it clear that there is an opportunity to bring outside thinking/new thinking to how to promote behavior change :*New business models needed to utilities in a deregulated future in a lower-carbon economy. *'''Breadth of experience and perspective''' is a significant competitive advantage and sets me apart from other candidates. ::*significant experience in public policy, municipal government.... ::*bring together stakeholders who have significantly different motivations to an actionable consensus *'''Mainstreaming sustainability''' :*developed financial skills to put them to work in this context :*building a business case for mainstreaming sustainability :*developing a strategy for sustainable prosperity requires a breadth of experience ::*working with communities ::*understanding the public sector - municipal and state processes and stakeholders ::*selling a skeptical public Core skills/messages: *management :*managed cross-functional teams :*managed and motivated cross-organizational teams :*strategic policy development experience :*project management :*new market development *communications :*multiple levels, type of stakeholders :*across organizational boundaries :*putting strategic options in context to sell them :*much more about '''understanding context''' and '''being persuasive''' than specific transactional experience *financial skills :*MS in Finance :*Completed Level 3 CFA :*BSAS SRI subcommittee, panels :*understanding context in which they apply *sustainability :*Importance of understanding sustainability in a corporate context *creative problem solving :*building consensus ::*multi-faceted technology & business solutions :::*University Relations :::*Mass Insight :*Applied to community sustainability ::*Green Needham :*government and public policy '''Key words/phrases''' to include :*strategic solutions :*incorporate changes in the external macro environment :*balanced stakeholder needs :*exploit core competencies :*'''create sustainable prosperity for local communities, customer, environment & shareholders''' :*create strategies for change :*secure executive buy-in :*support M&A activities and business development projects :*regulatory environment ---- 6l3b66ikxrhix0yyppxivafobdlh755 1475 1474 2024-05-24T04:57:44Z Michael 1 1 revision imported 1474 wikitext text/x-wiki Introduction :*I had the opportunity to have David Lodemore on my panel on SEC Climate Change Disclosure Guidelines. :*Enthusiastic about National Grid's businessw model with a long-term commitment to long-term sustainability. :*Very pleased to see this opportunity arise because my interest in helping businesses position themselves for long-term sustainability. :*work with local utilities, grassroots organizations, municipalities on promoting energy efficiency made it clear that there is an opportunity to bring outside thinking/new thinking to how to promote behavior change :*New business models needed to utilities in a deregulated future in a lower-carbon economy. *'''Breadth of experience and perspective''' is a significant competitive advantage and sets me apart from other candidates. ::*significant experience in public policy, municipal government.... ::*bring together stakeholders who have significantly different motivations to an actionable consensus *'''Mainstreaming sustainability''' :*developed financial skills to put them to work in this context :*building a business case for mainstreaming sustainability :*developing a strategy for sustainable prosperity requires a breadth of experience ::*working with communities ::*understanding the public sector - municipal and state processes and stakeholders ::*selling a skeptical public Core skills/messages: *management :*managed cross-functional teams :*managed and motivated cross-organizational teams :*strategic policy development experience :*project management :*new market development *communications :*multiple levels, type of stakeholders :*across organizational boundaries :*putting strategic options in context to sell them :*much more about '''understanding context''' and '''being persuasive''' than specific transactional experience *financial skills :*MS in Finance :*Completed Level 3 CFA :*BSAS SRI subcommittee, panels :*understanding context in which they apply *sustainability :*Importance of understanding sustainability in a corporate context *creative problem solving :*building consensus ::*multi-faceted technology & business solutions :::*University Relations :::*Mass Insight :*Applied to community sustainability ::*Green Needham :*government and public policy '''Key words/phrases''' to include :*strategic solutions :*incorporate changes in the external macro environment :*balanced stakeholder needs :*exploit core competencies :*'''create sustainable prosperity for local communities, customer, environment & shareholders''' :*create strategies for change :*secure executive buy-in :*support M&A activities and business development projects :*regulatory environment ---- 6l3b66ikxrhix0yyppxivafobdlh755 0 754 1476 2011-09-19T19:21:28Z Greis>Michael 0 Created page with '*Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.nexamp.com/about/careers Nexamp web site] :*September, 2011 :*Seeking follow-up conversation with…' 1476 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.nexamp.com/about/careers Nexamp web site] :*September, 2011 :*Seeking follow-up conversation with Daniel Leary, Chief Development Officer === Posting === :*Business Development Managers '''Position Summary''' Nexamp develops, builds, owns, and operates renewable energy projects. With a proven track record of award-winning engineering, procurement and construction, and extensive energy market/finance expertise, Nexamp makes renewable energy projects simple and profitable for our clients and partners. Nexamp is seeking Business Development managers with solar photovoltaic experience for New England, California and the Southeast. We are seeking bright and enthusiastic professionals to join our highly motivated team. For more information: www.nexamp.com. '''Duties and Responsibilities''' Responsibilities include but are not limited to greenfield development consisting of site origination and control, permits, interconnection, off take agreements and financing. Other responsibilities may include joint venture modeling, strategic alliance outreach and M&A activity. Thorough understanding of solar market and policies are required. '''Qualifications''' Ideal candidate must be bright, enthusiastic, self-motivated, results-oriented, and a team player. The candidate should possess strong communications skills, from both a sales and delivery of services standpoint. The candidate should be prepared for increased responsibility in a rapidly growing company. * 7-10 years of business development experience in the power industry. * Bachelor’s Degree in Engineering preferred * MBA or equivalent is beneficial '''Compensation''' Competitive pay and benefits To apply, please post your cover letter, resume, and salary requirements to careers@nexamp.com : No phone calls, please. ---- ldobpjypo75jwuvbqpzt9hl2fq5xu3u 1477 1476 2024-05-24T04:57:44Z Michael 1 1 revision imported 1476 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.nexamp.com/about/careers Nexamp web site] :*September, 2011 :*Seeking follow-up conversation with Daniel Leary, Chief Development Officer === Posting === :*Business Development Managers '''Position Summary''' Nexamp develops, builds, owns, and operates renewable energy projects. With a proven track record of award-winning engineering, procurement and construction, and extensive energy market/finance expertise, Nexamp makes renewable energy projects simple and profitable for our clients and partners. Nexamp is seeking Business Development managers with solar photovoltaic experience for New England, California and the Southeast. We are seeking bright and enthusiastic professionals to join our highly motivated team. For more information: www.nexamp.com. '''Duties and Responsibilities''' Responsibilities include but are not limited to greenfield development consisting of site origination and control, permits, interconnection, off take agreements and financing. Other responsibilities may include joint venture modeling, strategic alliance outreach and M&A activity. Thorough understanding of solar market and policies are required. '''Qualifications''' Ideal candidate must be bright, enthusiastic, self-motivated, results-oriented, and a team player. The candidate should possess strong communications skills, from both a sales and delivery of services standpoint. The candidate should be prepared for increased responsibility in a rapidly growing company. * 7-10 years of business development experience in the power industry. * Bachelor’s Degree in Engineering preferred * MBA or equivalent is beneficial '''Compensation''' Competitive pay and benefits To apply, please post your cover letter, resume, and salary requirements to careers@nexamp.com : No phone calls, please. ---- ldobpjypo75jwuvbqpzt9hl2fq5xu3u 0 755 1478 2011-04-19T16:48:14Z Greis>Michael 0 Created page with '*Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.nexamp.com/images/stories/Project%20Manager%20for%20Government%20Clients-Job%20Description-093010.…' 1478 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.nexamp.com/images/stories/Project%20Manager%20for%20Government%20Clients-Job%20Description-093010.pdf Nexamp web site] :*April, 2011 :*May be tilted towards military and/or military contracting experience *Contacts :*Per Bill Schnoor, '''[http://www.nexamp.com/about/management#sp Stuart Patterson]''', CEO Clean Energy Advisory Services ::*MPPM, Yale SOM, 1983 === Posting === ---- t6ijv0hicg8iwx0ux6ka8gl9cr7k88u 1479 1478 2024-05-24T04:57:44Z Michael 1 1 revision imported 1478 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://www.nexamp.com/images/stories/Project%20Manager%20for%20Government%20Clients-Job%20Description-093010.pdf Nexamp web site] :*April, 2011 :*May be tilted towards military and/or military contracting experience *Contacts :*Per Bill Schnoor, '''[http://www.nexamp.com/about/management#sp Stuart Patterson]''', CEO Clean Energy Advisory Services ::*MPPM, Yale SOM, 1983 === Posting === ---- t6ijv0hicg8iwx0ux6ka8gl9cr7k88u 0 756 1480 2021-06-21T18:52:15Z Greis>Michael 0 1480 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] :*Posted at Koya Partners :*[[activity date::2020-08-03]] - Open for some time - inquire status and apply if still active *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://koyapartners.com/search/investment-advisor/ Koya Partners] :*Posted [[event date::20120-06-18]] === Posting === ---- oa3zvkfda0yav8lw95m2scyxioi6ora 1481 1480 2024-05-24T04:57:44Z Michael 1 1 revision imported 1480 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] :*Posted at Koya Partners :*[[activity date::2020-08-03]] - Open for some time - inquire status and apply if still active *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://koyapartners.com/search/investment-advisor/ Koya Partners] :*Posted [[event date::20120-06-18]] === Posting === ---- oa3zvkfda0yav8lw95m2scyxioi6ora 0 757 1482 2020-08-04T14:19:14Z Greis>Michael 0 Created page with "== 2020-08-04 == *e-mail to Maureen Alphonse-Charles at Koya Partners, inquiring whether still accepting candidates for this position :*Reconnecting - met Maureen at 2017 Sove..." 1482 wikitext text/x-wiki == 2020-08-04 == *e-mail to Maureen Alphonse-Charles at Koya Partners, inquiring whether still accepting candidates for this position :*Reconnecting - met Maureen at 2017 Sovereign Wealth event mivky6d88eq6vb8pq4z3wa8vuz7oafm 1483 1482 2024-05-24T04:57:44Z Michael 1 1 revision imported 1482 wikitext text/x-wiki == 2020-08-04 == *e-mail to Maureen Alphonse-Charles at Koya Partners, inquiring whether still accepting candidates for this position :*Reconnecting - met Maureen at 2017 Sovereign Wealth event mivky6d88eq6vb8pq4z3wa8vuz7oafm 0 758 1484 2010-03-02T00:49:53Z Greis>Michael 0 1484 wikitext text/x-wiki *[http://jobs.renewableenergyworld.com/careers/jobsearch/detail/jobId/23368432 Posting] 2/23/10 From Renewable Energy World jobs agent To apply for this position, please forward a cover letter and resume to wbehling@norvento.com. *Bill is the CEO of Norvento, USA *Bill's [http://www.linkedin.com/pub/bill-behling/8/98b/691 LinkedIn profile] *Norvento's [http://www.norvento.com/index.asp web site] Positioning *Have all key attributes except specific experience in this position *How to present that? *Asked David Richardson's advice :*doesn't know local market, so can't say if Bill will be overwhelmed by applicants with significant wind industry experience :*does think my experience is relevant and I should make the case :*does knows Bill and will recommend me 3/1/10: *[[media:Greis Norvento Regional Wind Power Development Manager.pdf |Cover letter as submitted]] *copied David Richardson === Description === Norvento USA, LLC is the recently formed US development subsidiary of Norvento, S.L., which is headquartered in Spain and expanding internationally with the US designated as a strategic target for future development and investment. We are currently seeking Regional Wind Power Development Managers reporting to the Norvento USA CEO in Boston, Massachusetts and based within the following regions: *Mountain (Colorado, Kansas, New Mexico) *Great Lakes (Illinois, Michigan, Wisconsin) *East (New York, Pennsylvania) *New England (Maine, Massachusetts, New Hampshire, Rhode Island. Key job responsibilities include, but are not limited to: *Manage and lead wind power project development activities from greenfield development through construction financial closing. *Identify potential greenfield wind power project sites and negotiate land rights acquisition with landowners. *Interface with Engineering Group to coordinate wind resource assessment activities. *Identify and manage federal, state and local project permitting activities with environmental consultants. *Identify and negotiate long-term power purchase agreements. *Work with Electrical Engineering group to coordinate interconnection and transmission access activities. *Manage project budgets and financial analyses, maintain project schedules, identify and mitigate project risks, and communicate regularly with development team and senior management. === Requirements === *Bachelor’s degree in Engineering, Finance, Environmental Science or related discipline. *Minimum 3 - 5 years experience in a project management role within the renewable energy industry. *Proven track record of leading and managing a multi-disciplinary team in the wind or power generation industry. *Strong and clear oral and written communication skills. *Results driven with an ability to work independently, as a member of the development team, and with landowners, electric utility managers and local, state and regional government agencies and officials. *Proficient computer skills including Microsoft Suite products. *Must be available for frequent travel within the designated region. *Occasional trips to the Company’s offices in Spain may also be required. === Company === Norvento USA, LLC is the recently formed US development subsidiary of Norvento, S.L. headquartered in Spain. Norvento S.L. currently owns and operates more than 120 MW of renewable power and has a portfolio of over 600 MW under development in Eastern Europe and Latin America. Norvento S.L. is expanding internationally with the US designated as a strategic target for future development and investment. ---- ag7n10h7w0z9syi2y9cvvh9vi661byq 1485 1484 2024-05-24T04:57:44Z Michael 1 1 revision imported 1484 wikitext text/x-wiki *[http://jobs.renewableenergyworld.com/careers/jobsearch/detail/jobId/23368432 Posting] 2/23/10 From Renewable Energy World jobs agent To apply for this position, please forward a cover letter and resume to wbehling@norvento.com. *Bill is the CEO of Norvento, USA *Bill's [http://www.linkedin.com/pub/bill-behling/8/98b/691 LinkedIn profile] *Norvento's [http://www.norvento.com/index.asp web site] Positioning *Have all key attributes except specific experience in this position *How to present that? *Asked David Richardson's advice :*doesn't know local market, so can't say if Bill will be overwhelmed by applicants with significant wind industry experience :*does think my experience is relevant and I should make the case :*does knows Bill and will recommend me 3/1/10: *[[media:Greis Norvento Regional Wind Power Development Manager.pdf |Cover letter as submitted]] *copied David Richardson === Description === Norvento USA, LLC is the recently formed US development subsidiary of Norvento, S.L., which is headquartered in Spain and expanding internationally with the US designated as a strategic target for future development and investment. We are currently seeking Regional Wind Power Development Managers reporting to the Norvento USA CEO in Boston, Massachusetts and based within the following regions: *Mountain (Colorado, Kansas, New Mexico) *Great Lakes (Illinois, Michigan, Wisconsin) *East (New York, Pennsylvania) *New England (Maine, Massachusetts, New Hampshire, Rhode Island. Key job responsibilities include, but are not limited to: *Manage and lead wind power project development activities from greenfield development through construction financial closing. *Identify potential greenfield wind power project sites and negotiate land rights acquisition with landowners. *Interface with Engineering Group to coordinate wind resource assessment activities. *Identify and manage federal, state and local project permitting activities with environmental consultants. *Identify and negotiate long-term power purchase agreements. *Work with Electrical Engineering group to coordinate interconnection and transmission access activities. *Manage project budgets and financial analyses, maintain project schedules, identify and mitigate project risks, and communicate regularly with development team and senior management. === Requirements === *Bachelor’s degree in Engineering, Finance, Environmental Science or related discipline. *Minimum 3 - 5 years experience in a project management role within the renewable energy industry. *Proven track record of leading and managing a multi-disciplinary team in the wind or power generation industry. *Strong and clear oral and written communication skills. *Results driven with an ability to work independently, as a member of the development team, and with landowners, electric utility managers and local, state and regional government agencies and officials. *Proficient computer skills including Microsoft Suite products. *Must be available for frequent travel within the designated region. *Occasional trips to the Company’s offices in Spain may also be required. === Company === Norvento USA, LLC is the recently formed US development subsidiary of Norvento, S.L. headquartered in Spain. Norvento S.L. currently owns and operates more than 120 MW of renewable power and has a portfolio of over 600 MW under development in Eastern Europe and Latin America. Norvento S.L. is expanding internationally with the US designated as a strategic target for future development and investment. ---- ag7n10h7w0z9syi2y9cvvh9vi661byq 0 759 1486 2010-03-12T20:48:06Z Greis>Michael 0 1486 wikitext text/x-wiki *[http://www.olin.edu/faculty_staff/postings/02162010_ass_dir_initiative_innovation.asp Posting] :*Seen 3-12-10 - not sure when it was posted *Not a senior position (5 years admin management experience, reports to Director) *Tie inquiry with note to Rick about Engineering parent/community forum? ---- cvvdi0ol0tf3k9koabulnlxz4n9sppy 1487 1486 2024-05-24T04:57:44Z Michael 1 1 revision imported 1486 wikitext text/x-wiki *[http://www.olin.edu/faculty_staff/postings/02162010_ass_dir_initiative_innovation.asp Posting] :*Seen 3-12-10 - not sure when it was posted *Not a senior position (5 years admin management experience, reports to Director) *Tie inquiry with note to Rick about Engineering parent/community forum? ---- cvvdi0ol0tf3k9koabulnlxz4n9sppy 0 760 1488 2010-03-12T20:51:40Z Greis>Michael 0 1488 wikitext text/x-wiki *[http://www.olin.edu/faculty_staff/postings/111109_scope_business_dev_director.asp Posting] 3/12/10 - Position no longer posted. Tracy Tully listed on [http://www.olin.edu/scope/index.cfm SCOPE web site] as SCOPE program coordinator, but according to Olin's web site, she came on board 10-20-08. 12/15 - Note to Rick. Rick responded, sent to search committee. Sent Rick thank you note. 12/3? - Joanne says Steve overloaded, let's talk about this in a few months (of course, the entire point was to do this because they are overloaded....) 11/16/09 - Joanne mentioned this when I called her to talk about the possibility of working with Olin on grant opportunities. She will talk with about this when she talks with Steve Schiffman (stephen.schiffman@olin.edu, 781 292-2563) next week about the grant opportunities possibility. *Send note to Rick Miller - done 12/15 *F/U with Joanne - done === Note to Rick Miller === Rick, I wanted to sound you out on something. You may recall from our last conversation that I have committed myself to working in sustainability/clean tech. It's something I believe in strongly, as you know from my work with Green Needham and Olin. It's a global-scale opportunity where I can leverage my skills in finance, policy, technology, public/private partnerships, sales & marketing. It's also, unfortunately, going to take some time for me to get established in this environment. The ramp-up of stimulus funding, the focus from the federal and state administrations, the slow recovery of the financial sector and the pending federal legislation may mean that the opportunities for project-based work will precede full-time positions. Certainly the need is there as companies and institutions try to respond to the opportunities available. It occurred to me that, with all the things on Olin's plate and the tight resource environment, there might be an opportunity for some collaborative work with Olin on funding opportunities. I sat down with Joanne to talk about this and she had a follow-up conversation with Steve Schiffman. I understand that he's buried right now, so I'm not sure we can take advantage of the opportunity immediately, which is a shame, since this is a great time to be going after funding in clean tech and sustainability. During the conversation, however, Joanne mentioned that Olin was looking for part-time help with SCOPE business development. Obviously, I'm looking for a full-time position, but it strikes me that there's a confluence of circumstances here that could work very well for Olin and for me. You know from our work together over the years how strongly I feel about Olin's mission and what I can do in developing university-industry partnerships. Certainly clean tech and sustainability is an emerging area at Olin as well as in industry. In fact, I've made connections to Olin for two firms I'm working with on local projects. I'm here - in Needham and in the clean tech/sustainability space - for the long term. That offers significant flexibility and continuity going forward. If this is a temporary need for you until you bring on the Faculty SCOPE program director, that's something I could work into my own plans. If you need someone for a longer transition, I could provide continuity in a formal or informal way. Working with Olin on SCOPE business development would offer a great platform for some investment work with faculty on sustainability funding, if that were of interest. There may be other needs you have that I could help with over the short/medium term. (I don't want to presume anything, but you know I like to get things done and am not shy about generating creative ideas to do so.....) I know there is much work to be done to ramp up the Olin-Babson-Wellesley partnership. I might be able to help there. Building institutional partnerships is what I do. In addition to my long history with Olin, I had a very good working relationship with Len Schleslinger building the IBM-Brown partnership during his first foray into academia. And a close colleague of mine in Needham has just started working for the President of Wellesley, where she will be providing support for the Trustees and working on special projects for the President. Bottom line - this looks pretty exciting to me, and I would love to do this - for a short time, or perhaps longer if the need and the resources were there. Is this something that's worth pursuing? === Description === Business Development Director for SCOPE Projects (p/t) SCOPE Department The Franklin W. Olin College of Engineering strives to provide the best and most innovative engineering education to the brightest and most enterprising students. Olin College is a team of faculty, administrators and support staff in Needham, MA. Because of its relatively young age and size, the institution looks for individuals who can carry out their own immediate responsibilities, and contribute to other offices, functions and activities outside the normal scope of a job description. We seek employees who can handle a number of tasks at one time, who are hard working, flexible and adaptable, and who can see the big picture and reprioritize their work accordingly. The academic curriculum at Olin has a major emphasis on project based education. Launched in 2005, the Olin College Senior Consulting Program for Engineering (SCOPE) is the culminating project experience for all senior students. In this year-long program, students work in project teams to develop solutions to professional design and development projects in direct partnership with external industrial, government and commercial partners. The program is supported through corporate sponsorships and donations. This primary focus for this business development position would be to work with the SCOPE program director and SCOPE faculty to; identify potential SCOPE project partners, facilitate faculty/partner project discussions and to assist SCOPE corporate partners through the project contracting process. This position requires a highly energetic individual with a background in developing project funding, maintaining corporate sponsorships and in working with engineering teams. Responsibilities * Responsible for co-developing (with the SCOPE director and faculty) sponsorship prospects. * Presenting the program with confidence to potential sponsors from the engineering and the academic perspective. * Working with the SCOPE director and faculty to develop 13-15 projects per academic year. * Assisting the SCOPE director and corporate partner through the project contracting process. * Collaborating with the Olin Development Office to coordinate recruitment and development of potential sponsors. Requirements: * 10-20 years of engineering project development and funding experience. * A track record of performing as a strong team player. * The multi-tasking ability to seamlessly develop multiple corporate contacts simultaneously. * A passion for working within an academic environment and interacting with college students. Interested Candidates Please send resume and cover letter to jobs@olin.edu ---- dfaxmgh3s1b9l3d5lu9jj02jdz9gc9j 1489 1488 2024-05-24T04:57:44Z Michael 1 1 revision imported 1488 wikitext text/x-wiki *[http://www.olin.edu/faculty_staff/postings/111109_scope_business_dev_director.asp Posting] 3/12/10 - Position no longer posted. Tracy Tully listed on [http://www.olin.edu/scope/index.cfm SCOPE web site] as SCOPE program coordinator, but according to Olin's web site, she came on board 10-20-08. 12/15 - Note to Rick. Rick responded, sent to search committee. Sent Rick thank you note. 12/3? - Joanne says Steve overloaded, let's talk about this in a few months (of course, the entire point was to do this because they are overloaded....) 11/16/09 - Joanne mentioned this when I called her to talk about the possibility of working with Olin on grant opportunities. She will talk with about this when she talks with Steve Schiffman (stephen.schiffman@olin.edu, 781 292-2563) next week about the grant opportunities possibility. *Send note to Rick Miller - done 12/15 *F/U with Joanne - done === Note to Rick Miller === Rick, I wanted to sound you out on something. You may recall from our last conversation that I have committed myself to working in sustainability/clean tech. It's something I believe in strongly, as you know from my work with Green Needham and Olin. It's a global-scale opportunity where I can leverage my skills in finance, policy, technology, public/private partnerships, sales & marketing. It's also, unfortunately, going to take some time for me to get established in this environment. The ramp-up of stimulus funding, the focus from the federal and state administrations, the slow recovery of the financial sector and the pending federal legislation may mean that the opportunities for project-based work will precede full-time positions. Certainly the need is there as companies and institutions try to respond to the opportunities available. It occurred to me that, with all the things on Olin's plate and the tight resource environment, there might be an opportunity for some collaborative work with Olin on funding opportunities. I sat down with Joanne to talk about this and she had a follow-up conversation with Steve Schiffman. I understand that he's buried right now, so I'm not sure we can take advantage of the opportunity immediately, which is a shame, since this is a great time to be going after funding in clean tech and sustainability. During the conversation, however, Joanne mentioned that Olin was looking for part-time help with SCOPE business development. Obviously, I'm looking for a full-time position, but it strikes me that there's a confluence of circumstances here that could work very well for Olin and for me. You know from our work together over the years how strongly I feel about Olin's mission and what I can do in developing university-industry partnerships. Certainly clean tech and sustainability is an emerging area at Olin as well as in industry. In fact, I've made connections to Olin for two firms I'm working with on local projects. I'm here - in Needham and in the clean tech/sustainability space - for the long term. That offers significant flexibility and continuity going forward. If this is a temporary need for you until you bring on the Faculty SCOPE program director, that's something I could work into my own plans. If you need someone for a longer transition, I could provide continuity in a formal or informal way. Working with Olin on SCOPE business development would offer a great platform for some investment work with faculty on sustainability funding, if that were of interest. There may be other needs you have that I could help with over the short/medium term. (I don't want to presume anything, but you know I like to get things done and am not shy about generating creative ideas to do so.....) I know there is much work to be done to ramp up the Olin-Babson-Wellesley partnership. I might be able to help there. Building institutional partnerships is what I do. In addition to my long history with Olin, I had a very good working relationship with Len Schleslinger building the IBM-Brown partnership during his first foray into academia. And a close colleague of mine in Needham has just started working for the President of Wellesley, where she will be providing support for the Trustees and working on special projects for the President. Bottom line - this looks pretty exciting to me, and I would love to do this - for a short time, or perhaps longer if the need and the resources were there. Is this something that's worth pursuing? === Description === Business Development Director for SCOPE Projects (p/t) SCOPE Department The Franklin W. Olin College of Engineering strives to provide the best and most innovative engineering education to the brightest and most enterprising students. Olin College is a team of faculty, administrators and support staff in Needham, MA. Because of its relatively young age and size, the institution looks for individuals who can carry out their own immediate responsibilities, and contribute to other offices, functions and activities outside the normal scope of a job description. We seek employees who can handle a number of tasks at one time, who are hard working, flexible and adaptable, and who can see the big picture and reprioritize their work accordingly. The academic curriculum at Olin has a major emphasis on project based education. Launched in 2005, the Olin College Senior Consulting Program for Engineering (SCOPE) is the culminating project experience for all senior students. In this year-long program, students work in project teams to develop solutions to professional design and development projects in direct partnership with external industrial, government and commercial partners. The program is supported through corporate sponsorships and donations. This primary focus for this business development position would be to work with the SCOPE program director and SCOPE faculty to; identify potential SCOPE project partners, facilitate faculty/partner project discussions and to assist SCOPE corporate partners through the project contracting process. This position requires a highly energetic individual with a background in developing project funding, maintaining corporate sponsorships and in working with engineering teams. Responsibilities * Responsible for co-developing (with the SCOPE director and faculty) sponsorship prospects. * Presenting the program with confidence to potential sponsors from the engineering and the academic perspective. * Working with the SCOPE director and faculty to develop 13-15 projects per academic year. * Assisting the SCOPE director and corporate partner through the project contracting process. * Collaborating with the Olin Development Office to coordinate recruitment and development of potential sponsors. Requirements: * 10-20 years of engineering project development and funding experience. * A track record of performing as a strong team player. * The multi-tasking ability to seamlessly develop multiple corporate contacts simultaneously. * A passion for working within an academic environment and interacting with college students. Interested Candidates Please send resume and cover letter to jobs@olin.edu ---- dfaxmgh3s1b9l3d5lu9jj02jdz9gc9j 0 761 1490 2020-08-04T14:19:02Z Greis>Michael 0 Blanked the page 1490 wikitext text/x-wiki phoiac9h4m842xq45sp7s6u21eteeq1 1491 1490 2024-05-24T04:57:44Z Michael 1 1 revision imported 1490 wikitext text/x-wiki phoiac9h4m842xq45sp7s6u21eteeq1 0 762 1492 2018-03-09T22:08:29Z Greis>Michael 0 Created page with "__NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_statu..." 1492 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Job description sent by [[involved::George Noyes]] 2018-03-08 :*Job was posted 2017-11 and is in Oregon. :*Spot on as a job for me (except for location) :*Use as reference/benchmark *Posting '''ESG Investment Officer''' :Company: Oregon State Treasury :Location: OR :Date: 11/02/2017 *Salary Range of '''$112,428''' - '''$165,756''' Annually Depending on Experience :Additional Potential of up to 30% of Base Compensation Oregon State Treasury (OST) is recruiting for the position of ESG Investment Officer. This position will be located in our Tigard, Oregon location. This position will report to the Senior Investment Officer, Portfolio Risk and Research, and is part of the Investment Division. The Oregon State Treasury is the state of Oregon’s financial hub. It oversees the investment of a public trust fund portfolio that is approaching $100 billion in assets under management, and is diversified across a variety of capital market and alternative investment strategies. To manage that portfolio, Treasury also maintains supporting functions including internal auditing, investment operations, legal, compliance, corporate governance and cybersecurity. Treasury also manages a banking program that processes more than $250 billion in transactions annually, a debt management program responsible for issuing and monitoring approximately $10 billion in state debt, and a defined contribution program that allows members of the public to invest in 529 savings funds for higher education or disability-related costs and in IRAs for retirement. This position is designed to support the day-to-day and project-specific research activities of the Senior Investment Officer, Portfolio Risk and Research. These activities include a range of total fund (e.g., currency overlay) and asset class-specific (e.g., performance attribution) issues, including focused attention on various environmental, social and governance (ESG) risk factors and opportunities. This position will evaluate prospective investments and help identify inherent and related risk factors, and will offer an independent view of investments’ risk/return profiles. This position will work to develop a broader and more detailed definition of investment risk, and help evaluate potential mitigation strategies, if available and/or appropriate. The person filling this position will also work closely with Treasury’s Corporate Governance team to develop appropriate proxy voting policies as well as strategies for more effective public company engagement. <u>'''Qualifications'''</u> • A minimum of five year’ experience reviewing, analyzing or managing capital market portfolios; • A solid understanding of investment skills evaluating investment risk and opportunities; and • A Bachelor's Degree in Finance, Economics, Business or a related field or a Bachelor's Degree demonstrating the capacity for the knowledge and skills. The Chartered Financial Analyst (CFA) designation or working toward the CFA designation is preferred. === Posting === ---- s8hckglro0ggtsxyo8rmhk1tmu7a1uy 1493 1492 2024-05-24T04:57:44Z Michael 1 1 revision imported 1492 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Job description sent by [[involved::George Noyes]] 2018-03-08 :*Job was posted 2017-11 and is in Oregon. :*Spot on as a job for me (except for location) :*Use as reference/benchmark *Posting '''ESG Investment Officer''' :Company: Oregon State Treasury :Location: OR :Date: 11/02/2017 *Salary Range of '''$112,428''' - '''$165,756''' Annually Depending on Experience :Additional Potential of up to 30% of Base Compensation Oregon State Treasury (OST) is recruiting for the position of ESG Investment Officer. This position will be located in our Tigard, Oregon location. This position will report to the Senior Investment Officer, Portfolio Risk and Research, and is part of the Investment Division. The Oregon State Treasury is the state of Oregon’s financial hub. It oversees the investment of a public trust fund portfolio that is approaching $100 billion in assets under management, and is diversified across a variety of capital market and alternative investment strategies. To manage that portfolio, Treasury also maintains supporting functions including internal auditing, investment operations, legal, compliance, corporate governance and cybersecurity. Treasury also manages a banking program that processes more than $250 billion in transactions annually, a debt management program responsible for issuing and monitoring approximately $10 billion in state debt, and a defined contribution program that allows members of the public to invest in 529 savings funds for higher education or disability-related costs and in IRAs for retirement. This position is designed to support the day-to-day and project-specific research activities of the Senior Investment Officer, Portfolio Risk and Research. These activities include a range of total fund (e.g., currency overlay) and asset class-specific (e.g., performance attribution) issues, including focused attention on various environmental, social and governance (ESG) risk factors and opportunities. This position will evaluate prospective investments and help identify inherent and related risk factors, and will offer an independent view of investments’ risk/return profiles. This position will work to develop a broader and more detailed definition of investment risk, and help evaluate potential mitigation strategies, if available and/or appropriate. The person filling this position will also work closely with Treasury’s Corporate Governance team to develop appropriate proxy voting policies as well as strategies for more effective public company engagement. <u>'''Qualifications'''</u> • A minimum of five year’ experience reviewing, analyzing or managing capital market portfolios; • A solid understanding of investment skills evaluating investment risk and opportunities; and • A Bachelor's Degree in Finance, Economics, Business or a related field or a Bachelor's Degree demonstrating the capacity for the knowledge and skills. The Chartered Financial Analyst (CFA) designation or working toward the CFA designation is preferred. === Posting === ---- s8hckglro0ggtsxyo8rmhk1tmu7a1uy 0 763 1494 2010-03-24T18:50:04Z Greis>Michael 0 1494 wikitext text/x-wiki === BNY Mellon Investment Analyst === Submitted online 3-24-10 Investment Analyst( 1001007) Description BNY Mellon Asset Management (BNYM AM) is establishing an Investment Strategy Office in order to achieve our vision of becoming a 'go to' strategic advisor and thought partner to our North American institutional asset management clients. The Investment Analyst will provide high level analysis and input around four key areas: Thought leadership (issues we think our clients will face in the future), Topical Investment Analysis (issues our clients are dealing with today), specific asset class analysis, and custom research projects as defined by our clients. These responsibilities will support and leverage the responsibilities of Senior Investment Strategists and Client Advisors within the team focused on adding value to our largest clients.The Investment Analyst will also be asked to support the needs of the Investment Strategy & Solutions team by actively supporting the asset allocation modeling, portfolio construction, and portfolio management requirements of the team. While primarily focused on addressing the needs of our largest clients, the Analyst will actively participate in the creation and management of multi-asset, multi-manager investment strategies. Qualifications Passion for markets, securities, risk, asset allocation, portfolio management theory and application, with the ability to work across many different asset classes and markets.Minimum of five years experience in investment analysis, and/or portfolio management, with some experience using BARRA, FACTSET, Bloomberg, Matlab, SAS, Visual Basic.Exceptional skills using spreadsheet technology, data management, analytical research, programming, and traditional topical research.College degree with emphasis in computer science, economics, business, finance, and/or mathematics preferred. Graduate degree in finance or relevant field preferred. CFA designation or advanced degree is desirable. ---- 4lhsjngo8m1ng1pax8kf6fnjuirslmm 1495 1494 2024-05-24T04:57:44Z Michael 1 1 revision imported 1494 wikitext text/x-wiki === BNY Mellon Investment Analyst === Submitted online 3-24-10 Investment Analyst( 1001007) Description BNY Mellon Asset Management (BNYM AM) is establishing an Investment Strategy Office in order to achieve our vision of becoming a 'go to' strategic advisor and thought partner to our North American institutional asset management clients. The Investment Analyst will provide high level analysis and input around four key areas: Thought leadership (issues we think our clients will face in the future), Topical Investment Analysis (issues our clients are dealing with today), specific asset class analysis, and custom research projects as defined by our clients. These responsibilities will support and leverage the responsibilities of Senior Investment Strategists and Client Advisors within the team focused on adding value to our largest clients.The Investment Analyst will also be asked to support the needs of the Investment Strategy & Solutions team by actively supporting the asset allocation modeling, portfolio construction, and portfolio management requirements of the team. While primarily focused on addressing the needs of our largest clients, the Analyst will actively participate in the creation and management of multi-asset, multi-manager investment strategies. Qualifications Passion for markets, securities, risk, asset allocation, portfolio management theory and application, with the ability to work across many different asset classes and markets.Minimum of five years experience in investment analysis, and/or portfolio management, with some experience using BARRA, FACTSET, Bloomberg, Matlab, SAS, Visual Basic.Exceptional skills using spreadsheet technology, data management, analytical research, programming, and traditional topical research.College degree with emphasis in computer science, economics, business, finance, and/or mathematics preferred. Graduate degree in finance or relevant field preferred. CFA designation or advanced degree is desirable. ---- 4lhsjngo8m1ng1pax8kf6fnjuirslmm 0 764 1496 2011-02-28T15:05:29Z Greis>Michael 0 1496 wikitext text/x-wiki * Date 2011-02-17 * [ Social Investment Forum] === Posting === Socially Responsible Investing Jobs Board Position: Sustainability Research Analyst Organization: Pax World Management LLC Location: Portsmouth, NH Type: Full-Time Job description: About Pax World Pax World Management LLC, the investment adviser to Pax World Funds, is a recognized leader in Sustainable Investing, the full integration of environmental, social and governance (ESG) factors into investment analysis and decision making. Pax World launched the financial industry's first socially responsible mutual fund in 1971. Today, Pax World offers a comprehensive platform of Sustainable Investing solutions including Pax World Funds, a family of no-load mutual funds; ESG Managers Portfolios, multi-manager asset allocation funds powered by Morningstar Associates; ESG Shares®, the first family of ETFs devoted exclusively to a Sustainable Investing approach; and separately managed accounts for institutional investors. Pax World is a rapidly growing small company headquartered in Portsmouth, New Hampshire, with a friendly, collegial and growth-oriented professional work environment. We are an equal opportunity employer committed to high standards of corporate social responsibility, both in our investment approach and in the way we try to conduct our own business. Women and minority candidates are encouraged to apply for this position. Primary Responsibilities • Research the environmental, social and governance (ESG) performance of companies and securities considered for inclusion in Pax World’s portfolio. • Support the SVP for Sustainable Investing and the Director of the Sustainability Research Department in implementing Pax World’s shareholder advocacy, public policy and other initiatives. • Prepare research reports, articles, presentations and responses to shareholder inquires regarding Pax World’s social policies and initiatives, as necessary. Supervisor & Direct Reports • The Sustainability Research Analyst reports to the Director, Sustainability Research Department Qualifications • Bachelor degree required, or equivalent experience • Strong interpersonal skills, analytical and oral and written communication skills • High integrity, trustworthiness and ethical standards • Demonstrated ability to manage multiple projects and priorities, attention to detail • Sound and accurate judgment • Proactive, innovative and resourceful • Positive attitude, team player • Knowledge of and experience in socially responsible investing, related fields, or equivalent experience preferred Compensation Competitive compensation and bonus opportunities commensurate with qualifications and performance Contact Information To apply for this position, please submit your resume, cover letter and writing sample via e-mail to Janet Lawton Spates, Vice President Administration at hr@paxworld.com. Please include "SR Analyst" in the email subject line. No agencies or sales calls, please. g65nuh4cbj6bkiklfb4fqks7hci5q71 1497 1496 2024-05-24T04:57:44Z Michael 1 1 revision imported 1496 wikitext text/x-wiki * Date 2011-02-17 * [ Social Investment Forum] === Posting === Socially Responsible Investing Jobs Board Position: Sustainability Research Analyst Organization: Pax World Management LLC Location: Portsmouth, NH Type: Full-Time Job description: About Pax World Pax World Management LLC, the investment adviser to Pax World Funds, is a recognized leader in Sustainable Investing, the full integration of environmental, social and governance (ESG) factors into investment analysis and decision making. Pax World launched the financial industry's first socially responsible mutual fund in 1971. Today, Pax World offers a comprehensive platform of Sustainable Investing solutions including Pax World Funds, a family of no-load mutual funds; ESG Managers Portfolios, multi-manager asset allocation funds powered by Morningstar Associates; ESG Shares®, the first family of ETFs devoted exclusively to a Sustainable Investing approach; and separately managed accounts for institutional investors. Pax World is a rapidly growing small company headquartered in Portsmouth, New Hampshire, with a friendly, collegial and growth-oriented professional work environment. We are an equal opportunity employer committed to high standards of corporate social responsibility, both in our investment approach and in the way we try to conduct our own business. Women and minority candidates are encouraged to apply for this position. Primary Responsibilities • Research the environmental, social and governance (ESG) performance of companies and securities considered for inclusion in Pax World’s portfolio. • Support the SVP for Sustainable Investing and the Director of the Sustainability Research Department in implementing Pax World’s shareholder advocacy, public policy and other initiatives. • Prepare research reports, articles, presentations and responses to shareholder inquires regarding Pax World’s social policies and initiatives, as necessary. Supervisor & Direct Reports • The Sustainability Research Analyst reports to the Director, Sustainability Research Department Qualifications • Bachelor degree required, or equivalent experience • Strong interpersonal skills, analytical and oral and written communication skills • High integrity, trustworthiness and ethical standards • Demonstrated ability to manage multiple projects and priorities, attention to detail • Sound and accurate judgment • Proactive, innovative and resourceful • Positive attitude, team player • Knowledge of and experience in socially responsible investing, related fields, or equivalent experience preferred Compensation Competitive compensation and bonus opportunities commensurate with qualifications and performance Contact Information To apply for this position, please submit your resume, cover letter and writing sample via e-mail to Janet Lawton Spates, Vice President Administration at hr@paxworld.com. Please include "SR Analyst" in the email subject line. No agencies or sales calls, please. g65nuh4cbj6bkiklfb4fqks7hci5q71 0 765 1498 2010-07-06T18:51:35Z Greis>Michael 0 1498 wikitext text/x-wiki *From PTC job search agent - Posted 7-1-10 *PTC [https://sjobs.brassring.com/1033/ASP/TG/cim_jobdetail.asp?Agent=1&jobid=1146046&PartnerId=2&SiteId=5213 Req 13788BR] == Posting == The person in this role will be responsible for the ongoing product management activities for PTC’s InSight Environmental Compliance solution, which enables companies to gain early visibility to product environmental compliance during the product development process. In order to provide the leadership necessary in this position, you must have a deep understanding of the processes and details relating to environmental compliance regulations and standards. You should also be familiar with the concepts of design for environment and design for sustainability. In this role you will spend significant time with customers one-on-one, in focus groups and at large events as the representative for PTC’s InSight solution. You will be responsible for presenting detailed product information and gathering feedback as input for future product planning. You will use your industry knowledge and customer experiences to develop, prioritize and present a vision and roadmap for the product. Internally, you will lead cross functional team meetings for the ongoing development and launch of the product. You will interface with R&D, product definition, QA, consulting services and sales account teams as the product authority and voice of the customer. Your responsibilities will include: *Providing usage scenarios and requirements to support the product vision and roadmap *Reviewing and advising on product capability packages and providing recommendations for changes/additions, based on your clear understanding of the market requirements. *Collaborate on the development and execution of the product strategy *Providing Product Management perspective on priority changes and input on communication plans to customers *Assisting in developing, reviewing and influencing marketing messages *Developing technical release collateral (What’s new content, technical presentations, etc.) *Developing and delivering AE / Sales / GSO training, as necessary. *Championing customer issues from a technical perspective; monitoring progress and keeping management and field personnel abreast of the status *Providing technical and business perspectives on the suitability of partnerships and acquisitions. *Providing competitive perspectives, reviewing competitive web sites, articles and field/customer feedback on a regular basis Critical capabilities include the following: *7-10 years experience interfacing with customers, gathering customer requirements and managing software solutions *Knowledge of environmental compliance regulations such as REACH and RoHS *Understanding of environmental product performance, product sustainability, and product analytics *Excellent written and verbal presentation skills *Ability to work with in cross functional teams (sales development, marketing programs, product management, global services, finance, marketing communications, press/analysts) spanning all levels of the organization including executive leadership, peers, and individual contributors *Ability to work on unusually complex problems and provides solutions that are highly creative, requiring state of the art technical and process knowledge *A desire and passion to drive new business and be part of a winning team *Willingness to be a self starter and to use independent judgments to accomplish objectives. Travel Requirements: 30-40%. Education: Bachelor’s Degree in a Technical field (BS). Ideal candidate would have an advanced degree in business management (MBA). Basic Qualifications: *Bachelor Degree *7 years experience ---- sfz4hxraafonxrr9f83h7q6cqif2guh 1499 1498 2024-05-24T04:57:44Z Michael 1 1 revision imported 1498 wikitext text/x-wiki *From PTC job search agent - Posted 7-1-10 *PTC [https://sjobs.brassring.com/1033/ASP/TG/cim_jobdetail.asp?Agent=1&jobid=1146046&PartnerId=2&SiteId=5213 Req 13788BR] == Posting == The person in this role will be responsible for the ongoing product management activities for PTC’s InSight Environmental Compliance solution, which enables companies to gain early visibility to product environmental compliance during the product development process. In order to provide the leadership necessary in this position, you must have a deep understanding of the processes and details relating to environmental compliance regulations and standards. You should also be familiar with the concepts of design for environment and design for sustainability. In this role you will spend significant time with customers one-on-one, in focus groups and at large events as the representative for PTC’s InSight solution. You will be responsible for presenting detailed product information and gathering feedback as input for future product planning. You will use your industry knowledge and customer experiences to develop, prioritize and present a vision and roadmap for the product. Internally, you will lead cross functional team meetings for the ongoing development and launch of the product. You will interface with R&D, product definition, QA, consulting services and sales account teams as the product authority and voice of the customer. Your responsibilities will include: *Providing usage scenarios and requirements to support the product vision and roadmap *Reviewing and advising on product capability packages and providing recommendations for changes/additions, based on your clear understanding of the market requirements. *Collaborate on the development and execution of the product strategy *Providing Product Management perspective on priority changes and input on communication plans to customers *Assisting in developing, reviewing and influencing marketing messages *Developing technical release collateral (What’s new content, technical presentations, etc.) *Developing and delivering AE / Sales / GSO training, as necessary. *Championing customer issues from a technical perspective; monitoring progress and keeping management and field personnel abreast of the status *Providing technical and business perspectives on the suitability of partnerships and acquisitions. *Providing competitive perspectives, reviewing competitive web sites, articles and field/customer feedback on a regular basis Critical capabilities include the following: *7-10 years experience interfacing with customers, gathering customer requirements and managing software solutions *Knowledge of environmental compliance regulations such as REACH and RoHS *Understanding of environmental product performance, product sustainability, and product analytics *Excellent written and verbal presentation skills *Ability to work with in cross functional teams (sales development, marketing programs, product management, global services, finance, marketing communications, press/analysts) spanning all levels of the organization including executive leadership, peers, and individual contributors *Ability to work on unusually complex problems and provides solutions that are highly creative, requiring state of the art technical and process knowledge *A desire and passion to drive new business and be part of a winning team *Willingness to be a self starter and to use independent judgments to accomplish objectives. Travel Requirements: 30-40%. Education: Bachelor’s Degree in a Technical field (BS). Ideal candidate would have an advanced degree in business management (MBA). Basic Qualifications: *Bachelor Degree *7 years experience ---- sfz4hxraafonxrr9f83h7q6cqif2guh 0 766 1500 2010-06-08T20:21:07Z Greis>Michael 0 1500 wikitext text/x-wiki __NOTOC__ *5/11/10 - Note from Howard on Product Marketing Manager. Am I interested? Yes! *5/12/10 - [[Career/Opportunities/PTC Insight Product Marketing Director/Conversations|Conversation]] with Linda Mecciche *5/20/10 - [[Career/Opportunities/PTC Insight Product Marketing Director/Conversations|Conversation]] with Tom Shoemaker *5/25/10 - [[Career/Opportunities/PTC Insight Product Marketing Director/Conversations|Follow-on conversations]] at PTC *6/1/10 - [[Career/Opportunities/PTC Insight Product Marketing Director/Conversations|Conversation with John Fox]] *NB: 6/2 - job reposted...? == Key People == *'''Howard Heppelman''' - Vice President, Product Analytics Solutions and General Manager, Environmental Compliance Solutions [http://www.linkedin.com/profile?viewProfile=&key=31720280 LinkedIn] *'''Tom Shoemaker''' - Vice President, Solutions Marketing (hiring manager) [http://www.linkedin.com/profile?viewProfile=&key=468677 LinkedIn] *'''Linda Mecciche''' - HR advisor *'''Robin Saitz''' - SVP, Solutions Marketing and Communications (Tom's manager)[http://www.linkedin.com/profile?viewProfile=&key=3782025 LinkedIn] *'''John Fox''', Director of Product and Market Strategy (Philadelphia) [http://www.linkedin.com/profile?viewProfile=&key=3782025 LinkedIn] :*Was Director of Strategy & Business Development at Synpasis :*Previously at Accenture, Internship at PWC Consulting, later IBM/GS 2000) *'''Rob Gremley''', Executive Vice President of Marketing (Chief Marketing Officer) :*[http://www.ptc.com/company/executive-team.htm PTC bio] *'''Andrew Wertkin''' - Vice President, Products & Technology [http://www.linkedin.com/profile?viewProfile=&key=19729551 LinkedIn] :*Was CTO at Synpasis and lead architect for what is now InSight Environmental Compliance == Key Position Insights == *InSight Environmental Compliance and Product Sustainability is not just another analytics offering - it is at the heart of sustainable manufacturing *Opportunity to engage companies at a higher level - sustainability is a Board, CEO and CFO issue *Opportunity requires broad reach and impact within PTC for greatest impact *My matrix marketing and management, collaboration and virtual teaming experience are ideal *Key skill of translating and articulating complex material for different audiences *Passion for sustainability and ability to position it and create higher-level value propositions == Posting == *[https://sjobs.brassring.com/1033/ASP/TG/cim_jobdetail.asp?SID=^9ijNnS/ofQA7UIYxHs7j2aPpekrVANef2jMnmLrTBK51rijpo_slp_rhc_Rxv5rTCkm05M49aZkDerCsN2ic_C_R__L_F_lChxppSOQwuq/R8KEbx7tGcp/4t0ZXc=&jobId=1137666&type=search&JobReqLang=1&recordstart=1&JobSiteId=5213&JobSiteInfo=1137666_5213&GQId=0 Online posting] '''Job Description for Advertising Purposes''' This role is responsible for developing core InSight Environmental Compliance and Product Sustainability positioning, messaging and specific collateral reflecting company strategies and using competitive intelligence. The role is also responsible for driving and supporting product messaging and positioning usage in downstream functions. '''PRIMARY RESPONSIBILITIES''': *Develop positioning for the InSight products. Specifically, capture product strategy, importance to the company, target audiences, problems addressed, how PTC solves the problems, and the value delivered. *Develop positioning of InSight with respect to the PTC product development system and relative to other key PTC solutions. Work with appropriate teams to align messaging and positioning with company strategies based on industry vertical, business processes, geography, etc. *Communicate, drive usage, and support messaging and positioning in downstream functions (e.g., marketing programs, sales, services, and partner marketing) allowing them to meet their goals *Act as a company spokesperson on areas of relevant expertise *Develop original foundational product collateral and sales tools such as marketing documents, presentations, white papers, data sheets, brochures, Web content etc. *Support marketing campaigns and events with external facing messages and collateral such as press releases, event materials, brochures, Web content etc. *Consider and incorporate relevant competitive intelligence in messaging and positioning *Be fully conversant with current and emerging product capabilities and competitive strengths and weaknesses *Take responsibility for all aspects of new product launches '''MINIMUM REQUIRED SKILLS & EXPERIENCE''': *Required qualifications include 7-10 years of product marketing in companies involved in the development, sale or integration of business-oriented software. Familiarity with environmental compliance, product sustainability, carbon information management, and analytics practices is ideal. *Excellent communication (written & verbal) and presentation skills with a good rapport and proven track record working with customers *Ability to work with in cross functional teams (sales development, marketing programs, product management, global services, finance, marketing communications, press/analysts) spanning all levels of the organization including executive leadership, peers, and individual contributors *Strategic, creative thinker who can relate industry knowledge / problems to product capabilities to create compelling messaging *Proactive, detail-oriented, ability to manage own time effectively and meet deadlines *Willingness and flexibility to travel *PTC product knowledge (or the acumen & initiative to learn the products) *A desire and passion to drive new business and be part of a winning team '''MINIMUM EDUCATION REQUIREMENTS''': Strong technical abilities achieved through a bachelor's degree. Ideal candidate would have an advanced degree in business management. Basic Qualifications: *Bachelor Degree *7 years of product marketing experience '''WHY IS THIS AN EXCITING OPPORTUNITY?''' This is an exciting opportunity to work at PTC, the Product Development Company, with a team that strives for innovation, collaboration and creativity. Over the course of the last several years, PTC has made several strategic acquisitions to round out its product development system, including, the InSight products. InSight helps manufacturers measure and improve product performance along multiple dimensions, which ultimately yields better-performing, more profitable products that meet cost targets. InSight Environmental Compliance is a best-of-breed solution for tracking and improving the environmental performance of products, parts, materials, and suppliers. It can integrate with existing supply chain and product development systems or function as a stand-alone system. InSight Environmental Compliance is an easy-to-deploy, scalable, and industry-proven enterprise solution used by leading manufacturers. PTC is a growing company and the person selected for this position will be a key contributor to PTC’s success. ---- ntwhcyywxjr6t2t8rfg9cspm2nqz3qb 1501 1500 2024-05-24T04:57:44Z Michael 1 1 revision imported 1500 wikitext text/x-wiki __NOTOC__ *5/11/10 - Note from Howard on Product Marketing Manager. Am I interested? Yes! *5/12/10 - [[Career/Opportunities/PTC Insight Product Marketing Director/Conversations|Conversation]] with Linda Mecciche *5/20/10 - [[Career/Opportunities/PTC Insight Product Marketing Director/Conversations|Conversation]] with Tom Shoemaker *5/25/10 - [[Career/Opportunities/PTC Insight Product Marketing Director/Conversations|Follow-on conversations]] at PTC *6/1/10 - [[Career/Opportunities/PTC Insight Product Marketing Director/Conversations|Conversation with John Fox]] *NB: 6/2 - job reposted...? == Key People == *'''Howard Heppelman''' - Vice President, Product Analytics Solutions and General Manager, Environmental Compliance Solutions [http://www.linkedin.com/profile?viewProfile=&key=31720280 LinkedIn] *'''Tom Shoemaker''' - Vice President, Solutions Marketing (hiring manager) [http://www.linkedin.com/profile?viewProfile=&key=468677 LinkedIn] *'''Linda Mecciche''' - HR advisor *'''Robin Saitz''' - SVP, Solutions Marketing and Communications (Tom's manager)[http://www.linkedin.com/profile?viewProfile=&key=3782025 LinkedIn] *'''John Fox''', Director of Product and Market Strategy (Philadelphia) [http://www.linkedin.com/profile?viewProfile=&key=3782025 LinkedIn] :*Was Director of Strategy & Business Development at Synpasis :*Previously at Accenture, Internship at PWC Consulting, later IBM/GS 2000) *'''Rob Gremley''', Executive Vice President of Marketing (Chief Marketing Officer) :*[http://www.ptc.com/company/executive-team.htm PTC bio] *'''Andrew Wertkin''' - Vice President, Products & Technology [http://www.linkedin.com/profile?viewProfile=&key=19729551 LinkedIn] :*Was CTO at Synpasis and lead architect for what is now InSight Environmental Compliance == Key Position Insights == *InSight Environmental Compliance and Product Sustainability is not just another analytics offering - it is at the heart of sustainable manufacturing *Opportunity to engage companies at a higher level - sustainability is a Board, CEO and CFO issue *Opportunity requires broad reach and impact within PTC for greatest impact *My matrix marketing and management, collaboration and virtual teaming experience are ideal *Key skill of translating and articulating complex material for different audiences *Passion for sustainability and ability to position it and create higher-level value propositions == Posting == *[https://sjobs.brassring.com/1033/ASP/TG/cim_jobdetail.asp?SID=^9ijNnS/ofQA7UIYxHs7j2aPpekrVANef2jMnmLrTBK51rijpo_slp_rhc_Rxv5rTCkm05M49aZkDerCsN2ic_C_R__L_F_lChxppSOQwuq/R8KEbx7tGcp/4t0ZXc=&jobId=1137666&type=search&JobReqLang=1&recordstart=1&JobSiteId=5213&JobSiteInfo=1137666_5213&GQId=0 Online posting] '''Job Description for Advertising Purposes''' This role is responsible for developing core InSight Environmental Compliance and Product Sustainability positioning, messaging and specific collateral reflecting company strategies and using competitive intelligence. The role is also responsible for driving and supporting product messaging and positioning usage in downstream functions. '''PRIMARY RESPONSIBILITIES''': *Develop positioning for the InSight products. Specifically, capture product strategy, importance to the company, target audiences, problems addressed, how PTC solves the problems, and the value delivered. *Develop positioning of InSight with respect to the PTC product development system and relative to other key PTC solutions. Work with appropriate teams to align messaging and positioning with company strategies based on industry vertical, business processes, geography, etc. *Communicate, drive usage, and support messaging and positioning in downstream functions (e.g., marketing programs, sales, services, and partner marketing) allowing them to meet their goals *Act as a company spokesperson on areas of relevant expertise *Develop original foundational product collateral and sales tools such as marketing documents, presentations, white papers, data sheets, brochures, Web content etc. *Support marketing campaigns and events with external facing messages and collateral such as press releases, event materials, brochures, Web content etc. *Consider and incorporate relevant competitive intelligence in messaging and positioning *Be fully conversant with current and emerging product capabilities and competitive strengths and weaknesses *Take responsibility for all aspects of new product launches '''MINIMUM REQUIRED SKILLS & EXPERIENCE''': *Required qualifications include 7-10 years of product marketing in companies involved in the development, sale or integration of business-oriented software. Familiarity with environmental compliance, product sustainability, carbon information management, and analytics practices is ideal. *Excellent communication (written & verbal) and presentation skills with a good rapport and proven track record working with customers *Ability to work with in cross functional teams (sales development, marketing programs, product management, global services, finance, marketing communications, press/analysts) spanning all levels of the organization including executive leadership, peers, and individual contributors *Strategic, creative thinker who can relate industry knowledge / problems to product capabilities to create compelling messaging *Proactive, detail-oriented, ability to manage own time effectively and meet deadlines *Willingness and flexibility to travel *PTC product knowledge (or the acumen & initiative to learn the products) *A desire and passion to drive new business and be part of a winning team '''MINIMUM EDUCATION REQUIREMENTS''': Strong technical abilities achieved through a bachelor's degree. Ideal candidate would have an advanced degree in business management. Basic Qualifications: *Bachelor Degree *7 years of product marketing experience '''WHY IS THIS AN EXCITING OPPORTUNITY?''' This is an exciting opportunity to work at PTC, the Product Development Company, with a team that strives for innovation, collaboration and creativity. Over the course of the last several years, PTC has made several strategic acquisitions to round out its product development system, including, the InSight products. InSight helps manufacturers measure and improve product performance along multiple dimensions, which ultimately yields better-performing, more profitable products that meet cost targets. InSight Environmental Compliance is a best-of-breed solution for tracking and improving the environmental performance of products, parts, materials, and suppliers. It can integrate with existing supply chain and product development systems or function as a stand-alone system. InSight Environmental Compliance is an easy-to-deploy, scalable, and industry-proven enterprise solution used by leading manufacturers. PTC is a growing company and the person selected for this position will be a key contributor to PTC’s success. ---- ntwhcyywxjr6t2t8rfg9cspm2nqz3qb 0 767 1502 2010-06-01T22:26:53Z Greis>Michael 0 1502 wikitext text/x-wiki == Prep for conversation with John Fox 6-1-10 == *According to both Tom and Howard, John is a jack-of-all-trades. Has had to do a bit of everything. One of the reasons they want to fill this position *Howard indicated he looked to John for business development, but has had to press him into many other responsibilities *Nice white paper on getting products ready for REACH Questions for John: *Howard indicated that you are of necessity doing everything. This new person will take on some things that will relieve you. *What do you want him/her to take on right away? *How do you envision working with this colleague? What are you looking for? Came over with Synapsis acquisition :*Product marketing, :*Look at product structure - BOM Developed system for Motorola - originally accounting system for product tracking :*Positioned EMARS - helping you develop greener products :*At the time, were just doing restricted substance management :*Substances in my supply chain pose a risk.....end of life, scarce resource :*One of cool things about PlanetMetrics is ability to do heat maps.... Directions for platform :*Green - :*Developing tools to track the cost of a product.... :*Analytical engine....doing masses and concentrations....roll up to cost and financials :*Now it's in the PLM area - get the information while you're developing the product. ::*Couldn't do that before ::*Can do early measures of cost... :*How do you calculate embedded carbon? As product portfolio expands, ramping up R&D. But need to ramp up everything else. :*Radically different audiences and markets... :*Difficult to sell....complex analytics.....whole PTC ecosystem has to understand it :* High Level opportunity :*Financial and business risk and opportunity :*Higher level conversation with customers :*Reliability.....is another dimension :*Sees a marketing benefit.....talk about what you're doing....green spin :*Not just latch onto the superficial "CSO" layer....often aren't connected with the process layer They like to talk with a wide range of functions :*Value assessment.... :*Risk - geography risk, products, :*Cost..... What are you looking for? :*Hit the ground running. :*Self-starter :*Creating content...determining what needs to be done and doing it :*As the product portfolio expands, marketing needs to be modular and expand. :*What are the high priority verticals? ::*Some ideas....consumer product....retail footwear and apparel ::*Discrete manufacturers...high tech, automotive, aerospace....(green) ::*Cost - certain type manufacturer.....metal benders..... ::*Motorola/Cisco - assemble... How would you do it? *Start with the R&D team, you to understand the platform and the plans :*While things will change and there will be curveballs, if you have a solid understanding of the capabilities and the plans, you can build a longer-term framework, so you won't constantly be tacking and weaving to make everything fit *Talk with the PTC teams, customers and external groups *Look across several dimensions - different messages needed, but must also prioritize since can't do everything at once: :*Industry segments - PTC :*Functional roles - product development, compliance, finance, CFO, etc. ::*Good idea - he created a Value Assessment to interview customers and get information. Talked with Sales & Marketing - they could tell you about lost opportunities. :*Listening to people and understanding them is an important skill *Importance of writing and communication Futures: *Ability to deal with cost at a very detailed level has significant value *Ability to do scenario analysis *Heat maps on GHG emissions from PlanetMetrics == Follow-on Conversations at PTC 5-25-10 == *Tom Shoemaker :*Walked through career trajectory :*Strengths and weaknesses :*Talked about how the position would work - a model under construction. Some experiences already from staff member working on Relex (short e). Smaller than Insight. *Robin Saitz, Senior Vice President, Solutions Marketing & Communications :*Executive Sponsor for PTC FIRST Partnership :*Long conversation about FIRST, Needham and Newton ::*Sent follow-up note after FLL meeting at Hillside that night :*Would typically hire either a PhD/Engineer with social skills or an experienced product marketing person. I have great experience, but don't fit the mold. That is a concern for her. :*I pointed out where in my work I had done the tasks she is looking for. :*Robin was not convinced, but didn't necessarily close the door :*Key tasks include developing messaging, product launches, building consensus around plan, producing material :*Asked what makes a good presentation. I said start with the audience and the message *Howard Heppelman :*Walked through my resume ::*Howard & Robin both asked the "why I left IBM" question - natural to ask, but is it a source of concern? :*I was candid about Robin's concern. He understood. He does obviously look to them in making the hire as this isn't his area and the person would be working for them, but certainly didn't close the door ::*Pointed out that the first person they talked with (by implication a veteran product marketing person?) washed out == Prep for Conversation with Tom Shoemaker 5-20-10 == *Active in new technologies for '''social product development''' *Twitter, YouTube, Blog... Why me? *Passion, commitment, expertise in sustainability *Big picture - experience and ability to sell up - develop strategy for higher-level enterprise engagement on Carbon, sustainability and environmental *Marketing expertise and success == Conversation with Tom Shoemaker 5-20-10 == His team: *Small, lean - 5 *Organized by product area - own focus :*Launch, readiness, messaging development, asset development :*All located here (except 1) - easy to keep people up to date :*Have a few other business units - product marketing units ::*Best practices to share....building out ::*Community of practice for product marketers....Tom's BU and beyond :*Have someone from RELEX B/U on his team....early, but working so far ::*Collaborative....small $10 million...can stretch him...do other activities :*Insight - same feel, bigger B/U Company: *Collaboration important...but after debate and discussion...then go First 90 days: *Dive in, learn, digest, report back :*My interpretation - Learn all I can (gets me up to speed); bring together information (no one has really been able to focus on this); provide fresh perspective (not necessarily right, just different insights) *No immediate fires, but expect new module (cost) launch in fall == Conversation with Linda Mecciche 5-12-10 == Position would be in Product Marketing group with a dotted line to Howard Questions asked: *What projects doing now? - Green Needham, financing building energy efficiency, etc. *Collateral material - pointed her to web *Actively looking? - Yes. Explained desire to work as part of a team *Marketing experience.... *Paid versus volunteer Process: *Just starting to talk with people *First interviews with: :*VP Product Marketing - Tom Shoemaker, 5 direct reports :*Peer :*Senior VP of Product Marketing :*Howard *Second interviews with: :*EVP of Marketing - Rob Gremley :*InSight Management (is a business unit)... *Try to complete in two rounds Expectations: *Salary - $115,000 - $120,000 plus $25,000 incentive :*Incentive funding kicks in if company meets targets (last year 1/2, but have generally made targets) :*Paid based on individual performance Culture: *Competitive - wants to be best in PLM space :*Carries over to personal activities *But also diverse - R&D more casual...sales folks in suits *Friendly... *Passion... *But yes, collaborative cke3tcsabaijfzjw5e3es22f7tpa6gd 1503 1502 2024-05-24T04:57:44Z Michael 1 1 revision imported 1502 wikitext text/x-wiki == Prep for conversation with John Fox 6-1-10 == *According to both Tom and Howard, John is a jack-of-all-trades. Has had to do a bit of everything. One of the reasons they want to fill this position *Howard indicated he looked to John for business development, but has had to press him into many other responsibilities *Nice white paper on getting products ready for REACH Questions for John: *Howard indicated that you are of necessity doing everything. This new person will take on some things that will relieve you. *What do you want him/her to take on right away? *How do you envision working with this colleague? What are you looking for? Came over with Synapsis acquisition :*Product marketing, :*Look at product structure - BOM Developed system for Motorola - originally accounting system for product tracking :*Positioned EMARS - helping you develop greener products :*At the time, were just doing restricted substance management :*Substances in my supply chain pose a risk.....end of life, scarce resource :*One of cool things about PlanetMetrics is ability to do heat maps.... Directions for platform :*Green - :*Developing tools to track the cost of a product.... :*Analytical engine....doing masses and concentrations....roll up to cost and financials :*Now it's in the PLM area - get the information while you're developing the product. ::*Couldn't do that before ::*Can do early measures of cost... :*How do you calculate embedded carbon? As product portfolio expands, ramping up R&D. But need to ramp up everything else. :*Radically different audiences and markets... :*Difficult to sell....complex analytics.....whole PTC ecosystem has to understand it :* High Level opportunity :*Financial and business risk and opportunity :*Higher level conversation with customers :*Reliability.....is another dimension :*Sees a marketing benefit.....talk about what you're doing....green spin :*Not just latch onto the superficial "CSO" layer....often aren't connected with the process layer They like to talk with a wide range of functions :*Value assessment.... :*Risk - geography risk, products, :*Cost..... What are you looking for? :*Hit the ground running. :*Self-starter :*Creating content...determining what needs to be done and doing it :*As the product portfolio expands, marketing needs to be modular and expand. :*What are the high priority verticals? ::*Some ideas....consumer product....retail footwear and apparel ::*Discrete manufacturers...high tech, automotive, aerospace....(green) ::*Cost - certain type manufacturer.....metal benders..... ::*Motorola/Cisco - assemble... How would you do it? *Start with the R&D team, you to understand the platform and the plans :*While things will change and there will be curveballs, if you have a solid understanding of the capabilities and the plans, you can build a longer-term framework, so you won't constantly be tacking and weaving to make everything fit *Talk with the PTC teams, customers and external groups *Look across several dimensions - different messages needed, but must also prioritize since can't do everything at once: :*Industry segments - PTC :*Functional roles - product development, compliance, finance, CFO, etc. ::*Good idea - he created a Value Assessment to interview customers and get information. Talked with Sales & Marketing - they could tell you about lost opportunities. :*Listening to people and understanding them is an important skill *Importance of writing and communication Futures: *Ability to deal with cost at a very detailed level has significant value *Ability to do scenario analysis *Heat maps on GHG emissions from PlanetMetrics == Follow-on Conversations at PTC 5-25-10 == *Tom Shoemaker :*Walked through career trajectory :*Strengths and weaknesses :*Talked about how the position would work - a model under construction. Some experiences already from staff member working on Relex (short e). Smaller than Insight. *Robin Saitz, Senior Vice President, Solutions Marketing & Communications :*Executive Sponsor for PTC FIRST Partnership :*Long conversation about FIRST, Needham and Newton ::*Sent follow-up note after FLL meeting at Hillside that night :*Would typically hire either a PhD/Engineer with social skills or an experienced product marketing person. I have great experience, but don't fit the mold. That is a concern for her. :*I pointed out where in my work I had done the tasks she is looking for. :*Robin was not convinced, but didn't necessarily close the door :*Key tasks include developing messaging, product launches, building consensus around plan, producing material :*Asked what makes a good presentation. I said start with the audience and the message *Howard Heppelman :*Walked through my resume ::*Howard & Robin both asked the "why I left IBM" question - natural to ask, but is it a source of concern? :*I was candid about Robin's concern. He understood. He does obviously look to them in making the hire as this isn't his area and the person would be working for them, but certainly didn't close the door ::*Pointed out that the first person they talked with (by implication a veteran product marketing person?) washed out == Prep for Conversation with Tom Shoemaker 5-20-10 == *Active in new technologies for '''social product development''' *Twitter, YouTube, Blog... Why me? *Passion, commitment, expertise in sustainability *Big picture - experience and ability to sell up - develop strategy for higher-level enterprise engagement on Carbon, sustainability and environmental *Marketing expertise and success == Conversation with Tom Shoemaker 5-20-10 == His team: *Small, lean - 5 *Organized by product area - own focus :*Launch, readiness, messaging development, asset development :*All located here (except 1) - easy to keep people up to date :*Have a few other business units - product marketing units ::*Best practices to share....building out ::*Community of practice for product marketers....Tom's BU and beyond :*Have someone from RELEX B/U on his team....early, but working so far ::*Collaborative....small $10 million...can stretch him...do other activities :*Insight - same feel, bigger B/U Company: *Collaboration important...but after debate and discussion...then go First 90 days: *Dive in, learn, digest, report back :*My interpretation - Learn all I can (gets me up to speed); bring together information (no one has really been able to focus on this); provide fresh perspective (not necessarily right, just different insights) *No immediate fires, but expect new module (cost) launch in fall == Conversation with Linda Mecciche 5-12-10 == Position would be in Product Marketing group with a dotted line to Howard Questions asked: *What projects doing now? - Green Needham, financing building energy efficiency, etc. *Collateral material - pointed her to web *Actively looking? - Yes. Explained desire to work as part of a team *Marketing experience.... *Paid versus volunteer Process: *Just starting to talk with people *First interviews with: :*VP Product Marketing - Tom Shoemaker, 5 direct reports :*Peer :*Senior VP of Product Marketing :*Howard *Second interviews with: :*EVP of Marketing - Rob Gremley :*InSight Management (is a business unit)... *Try to complete in two rounds Expectations: *Salary - $115,000 - $120,000 plus $25,000 incentive :*Incentive funding kicks in if company meets targets (last year 1/2, but have generally made targets) :*Paid based on individual performance Culture: *Competitive - wants to be best in PLM space :*Carries over to personal activities *But also diverse - R&D more casual...sales folks in suits *Friendly... *Passion... *But yes, collaborative cke3tcsabaijfzjw5e3es22f7tpa6gd 0 768 1504 2017-12-20T19:38:42Z Greis>Michael 0 1504 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for values --> *Status: [[project status:: closed]] [[opportunity status::DNG]] - [[activity date::2017-10-30]] :*Jen reached out to let me know that they had re-thought and reorganized their approach. Leadership will take a direct role. Of the three functions: ::*Jen will assume the responsibility for representing the firm outside and building their visibility ::*The Client Services exec will lead the client service portion ::*The Research exec will be more active in their impact strategy ::*They will hire a junior analyst for the private due diligence (which I wouldn't have been competitive for) *Applied - 2017-07-25 :*Resume - ''' ''' :*Cover Letter - ''' ''' *[http://www.pathstone.com Pathstone Federal Street] web site *This was the position held by [[involved::Molly Betournay]] until she left for Clean Yield. :*She told me when we talked that they were already interviewing people and that I should get in touch with Jen Murtie *Jen and I met 2017-08-01 to talk. :*They were talking to 10-15 people who had heard about the position (it wasn't posted then) :*Wouldn't be a traditional search. :*Following up. *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://www.linkedin.com/jobs/view/407826357/ LinkedIn] :*Posted [[event date::2017-07-25]] === Posting === Director will lead the firm’s ESG research efforts across traditional and alternative investment managers. He/She will work closely with current analyst team in evaluating the ESG practices of third party investment managers, and take a lead role in sourcing and due diligence of private impact investments.. He/she will be comfortable taking a hands on approach to analytical projects and working closely with other team members. Travel to conduct in person manager interviews and site visits is required. In addition to research department responsibilities, the Director will be called on to participate in client and prospect meetings as a content expert, write commentary/white papers for publication on the firm’s website, and attend and speak at industry conferences. Director will be responsible for tracking current trends and opportunities in the ESG and impact investing field to keep Pathstone at the forefront of industry developments. Successful candidates will be comfortable working in an intellectually curious team culture, communicating investment advice across multiple offices, and working for an innovative client focused firm. <u>Qualifications</u>: *Bachelor’s degree necessary. Five-to-seven years’ related experience. Past experience in the investment management industry or the corporate sustainability field required. CFA preferred. Must possess the following characteristics: *Passion for social, environmental, and governance due diligence and familiarity with the field of sustainable and impact investing required; *Absolute personal and business integrity essential; *Innate curiosity as well as strong analytical, quantitative and problem solving skills; *Creative thinker and unafraid to think differently than consensus; *Proven ability to network with high-level investment managers, impact investors, and philanthropists strongly preferred; *Excellent verbal and written communication skills; *Confident, detail-oriented, and organized; *Self-starter sought, with ability to prioritize tasks in the face of competing demands on time; *Team player; and *Willingness and desire to travel a must. <u>How to Apply</u>: Cover Letter and Resume Required - No Phone Calls Please! ---- 25219y5fha2s2aol3i1wi3djjif4fio 1505 1504 2024-05-24T04:57:44Z Michael 1 1 revision imported 1504 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for values --> *Status: [[project status:: closed]] [[opportunity status::DNG]] - [[activity date::2017-10-30]] :*Jen reached out to let me know that they had re-thought and reorganized their approach. Leadership will take a direct role. Of the three functions: ::*Jen will assume the responsibility for representing the firm outside and building their visibility ::*The Client Services exec will lead the client service portion ::*The Research exec will be more active in their impact strategy ::*They will hire a junior analyst for the private due diligence (which I wouldn't have been competitive for) *Applied - 2017-07-25 :*Resume - ''' ''' :*Cover Letter - ''' ''' *[http://www.pathstone.com Pathstone Federal Street] web site *This was the position held by [[involved::Molly Betournay]] until she left for Clean Yield. :*She told me when we talked that they were already interviewing people and that I should get in touch with Jen Murtie *Jen and I met 2017-08-01 to talk. :*They were talking to 10-15 people who had heard about the position (it wasn't posted then) :*Wouldn't be a traditional search. :*Following up. *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://www.linkedin.com/jobs/view/407826357/ LinkedIn] :*Posted [[event date::2017-07-25]] === Posting === Director will lead the firm’s ESG research efforts across traditional and alternative investment managers. He/She will work closely with current analyst team in evaluating the ESG practices of third party investment managers, and take a lead role in sourcing and due diligence of private impact investments.. He/she will be comfortable taking a hands on approach to analytical projects and working closely with other team members. Travel to conduct in person manager interviews and site visits is required. In addition to research department responsibilities, the Director will be called on to participate in client and prospect meetings as a content expert, write commentary/white papers for publication on the firm’s website, and attend and speak at industry conferences. Director will be responsible for tracking current trends and opportunities in the ESG and impact investing field to keep Pathstone at the forefront of industry developments. Successful candidates will be comfortable working in an intellectually curious team culture, communicating investment advice across multiple offices, and working for an innovative client focused firm. <u>Qualifications</u>: *Bachelor’s degree necessary. Five-to-seven years’ related experience. Past experience in the investment management industry or the corporate sustainability field required. CFA preferred. Must possess the following characteristics: *Passion for social, environmental, and governance due diligence and familiarity with the field of sustainable and impact investing required; *Absolute personal and business integrity essential; *Innate curiosity as well as strong analytical, quantitative and problem solving skills; *Creative thinker and unafraid to think differently than consensus; *Proven ability to network with high-level investment managers, impact investors, and philanthropists strongly preferred; *Excellent verbal and written communication skills; *Confident, detail-oriented, and organized; *Self-starter sought, with ability to prioritize tasks in the face of competing demands on time; *Team player; and *Willingness and desire to travel a must. <u>How to Apply</u>: Cover Letter and Resume Required - No Phone Calls Please! ---- 25219y5fha2s2aol3i1wi3djjif4fio 0 769 1506 2017-08-10T18:08:44Z Greis>Michael 0 /* Other BSAS Members */ 1506 wikitext text/x-wiki == Other BSAS Members == *Chris Martin (research analyst, CFA Candidate) - young *Jeff Scheer (Director in Client Advisory, Union College) -young, <10 year in business *Robert (Brian) Pineau (not on P/FS web site) == Contacts for Alex Hart == Alex is Director of '''Research''' and one of the other two MD's Jen is working with for this hire. Common contacts from LinkedIn: *Luke Collins (P/E Investments) *Susan Weiner *Michael Anthony (Boston Family Office) *Molly *Sonia Kowal *Alex Jovanovic (Trillium) *Jeremy Cote *Heidi Vanni *Ravi Wadwhani (Morningstar) == Contacts for Mark Peters == Mark is Director of '''Client Service''' and one of the other two MD's Jen is working with for this hire. Common contacts from LinkedIn: *Tim Smith *John Rosser *Molly *Sonia Kowal *David Henry (P/E Investments) *Lisa Sebesta *Lauren Compere *Ian Monroe (Stanford University) *Sonal Mahida == Molly Betournay 2017-08-09 == [[Molly_Betournay/History#2017-08-09|Notes from phone call]] - move the text here == Jen Murtie 2017-08-01 == l7iwczt6p86f2n9c5lfxf7gj1rvu3xj 1507 1506 2024-05-24T04:57:44Z Michael 1 1 revision imported 1506 wikitext text/x-wiki == Other BSAS Members == *Chris Martin (research analyst, CFA Candidate) - young *Jeff Scheer (Director in Client Advisory, Union College) -young, <10 year in business *Robert (Brian) Pineau (not on P/FS web site) == Contacts for Alex Hart == Alex is Director of '''Research''' and one of the other two MD's Jen is working with for this hire. Common contacts from LinkedIn: *Luke Collins (P/E Investments) *Susan Weiner *Michael Anthony (Boston Family Office) *Molly *Sonia Kowal *Alex Jovanovic (Trillium) *Jeremy Cote *Heidi Vanni *Ravi Wadwhani (Morningstar) == Contacts for Mark Peters == Mark is Director of '''Client Service''' and one of the other two MD's Jen is working with for this hire. Common contacts from LinkedIn: *Tim Smith *John Rosser *Molly *Sonia Kowal *David Henry (P/E Investments) *Lisa Sebesta *Lauren Compere *Ian Monroe (Stanford University) *Sonal Mahida == Molly Betournay 2017-08-09 == [[Molly_Betournay/History#2017-08-09|Notes from phone call]] - move the text here == Jen Murtie 2017-08-01 == l7iwczt6p86f2n9c5lfxf7gj1rvu3xj 0 770 1508 2017-12-20T19:22:23Z Greis>Michael 0 1508 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for values --> *Status: [[project status::closed]] [[opportunity status::DNA]] :*[[activity date::2017-07-26]] - Pursuing Molly Betournay's previous position *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> [[involved::Pathstone Federal Street]] *Interesting (especially request for reflection & writing) *Seems early-career focused *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://careers.cfainstitute.org/job/8941740/investment-strategy-analyst-sr-analyst/?TrackID=635&BatchID=56#sc=jbe&me=email&cm=2017-05-31 CFA Institute] :*Posted [[event date::2017-05-30]] :*Expires 2017-06-29 === Posting === Job Description/Responsibilities: The Strategy team, one of the verticals within Pathstone’s Research Group, is responsible for presenting its allocation recommendations to the Investment Committee for approval and for further dissemination in support of our advisor teams managing client portfolios. The team will be evaluated on both the success of its allocation decisions and on its contribution to the broader firm efforts in business development and ongoing client service. These objectives require sound investment decision making in addition to outstanding, proactive written and verbal communication. The candidate will have a broad range of responsibilities including: research and analyze economic and market data; prepare reports that inform asset allocation decisions; manage the Strategy Subcommittee calendar and meeting agendas; work with the MD of Strategy to determine tactical portfolio shift recommendations; and collaborate with the manager research teams on portfolio implementation. <u>Qualifications</u>: A Bachelor’s degree, a minimum of three-years professional experience and a passion for investments is required. We are looking for a candidate with: *Unwavering integrity; *A conscientious pursuit of excellence; *A passion for learning; *Effective communication skills, both verbally and in writing; *An ability to adapt to change; *Experience working as part of a team; *Sound technical skills related to math/statistics. How to Apply: Please submit your resume and a writing sample that discusses a favorite book you have read and how it has impacted your life (2 pages maximum for writing sample). No Phone Calls Please! resumes@pathstone.com ---- nvwgq95myd077cgcuh3z9tg8v5oxm1u 1509 1508 2024-05-24T04:57:44Z Michael 1 1 revision imported 1508 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for values --> *Status: [[project status::closed]] [[opportunity status::DNA]] :*[[activity date::2017-07-26]] - Pursuing Molly Betournay's previous position *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> [[involved::Pathstone Federal Street]] *Interesting (especially request for reflection & writing) *Seems early-career focused *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://careers.cfainstitute.org/job/8941740/investment-strategy-analyst-sr-analyst/?TrackID=635&BatchID=56#sc=jbe&me=email&cm=2017-05-31 CFA Institute] :*Posted [[event date::2017-05-30]] :*Expires 2017-06-29 === Posting === Job Description/Responsibilities: The Strategy team, one of the verticals within Pathstone’s Research Group, is responsible for presenting its allocation recommendations to the Investment Committee for approval and for further dissemination in support of our advisor teams managing client portfolios. The team will be evaluated on both the success of its allocation decisions and on its contribution to the broader firm efforts in business development and ongoing client service. These objectives require sound investment decision making in addition to outstanding, proactive written and verbal communication. The candidate will have a broad range of responsibilities including: research and analyze economic and market data; prepare reports that inform asset allocation decisions; manage the Strategy Subcommittee calendar and meeting agendas; work with the MD of Strategy to determine tactical portfolio shift recommendations; and collaborate with the manager research teams on portfolio implementation. <u>Qualifications</u>: A Bachelor’s degree, a minimum of three-years professional experience and a passion for investments is required. We are looking for a candidate with: *Unwavering integrity; *A conscientious pursuit of excellence; *A passion for learning; *Effective communication skills, both verbally and in writing; *An ability to adapt to change; *Experience working as part of a team; *Sound technical skills related to math/statistics. How to Apply: Please submit your resume and a writing sample that discusses a favorite book you have read and how it has impacted your life (2 pages maximum for writing sample). No Phone Calls Please! resumes@pathstone.com ---- nvwgq95myd077cgcuh3z9tg8v5oxm1u 0 771 1510 2010-06-28T14:27:19Z Greis>Michael 0 Created page with '*Applied online at eFinancial Careers {{color||6-28-10}} *[http://jobs.efinancialcareers.com/job-4000000000648336.htm Posting] at eFinancial Careers Ref 660825 == Posting == Bu…' 1510 wikitext text/x-wiki *Applied online at eFinancial Careers {{color||6-28-10}} *[http://jobs.efinancialcareers.com/job-4000000000648336.htm Posting] at eFinancial Careers Ref 660825 == Posting == Business Development Officer *Company - Peak Financial Management, Inc. *Location - Waltham, MA *Compensation - Commensurate with experience *Updated - Jun 24, 2010 *eFC Ref no - 660825 The position of Business Development Officer is of critical importance to the growth and success of the firm. This person will be responsible for spearheading the capital raising efforts of the firm. Private wealth management firm located in Waltham, Massachusetts is seeking a Business Development Officer. Peak Financial Management is a private wealth management firm and registered investment advisor that provides a full suite of wealth management services to high net worth individuals and families. Peak invests across a broad range of traditional and alternative asset classes including equity, fixed income, hedge funds and private equity using an endowment approach to risk management. The position of Business Development Officer is of critical importance to the growth and success of the firm. This person will be responsible for spearheading the capital raising efforts of the firm. The ideal candidate will have an established network with a successful track record of raising assets in an institutional, private banking or family office setting. '''Knowledge & Skills:''' * A minimum of five years of sales experience, preferably in private banking, institutional sales or hedge fund business development * Exceptional ability to communicate complex economic, market and investing concepts in clear, effective presentation marketing materials * Excellent writing, editing and presentation skills * Strong leadership and relationship building skills * Strong analytical and problem-solving skills * High degree of diplomacy and superior interpersonal skills * Excellent project management skills with the ability to take initiative, prioritize and handle multiple tasks and projects simultaneously * Ability to thrive in a dynamic, mission-focused, consensus-driven team organization * Proficient computer skills (Word, Excel, PowerPoint) ---- j5qt7a4oby6y19t5i91bjfywvskesg8 1511 1510 2024-05-24T04:57:44Z Michael 1 1 revision imported 1510 wikitext text/x-wiki *Applied online at eFinancial Careers {{color||6-28-10}} *[http://jobs.efinancialcareers.com/job-4000000000648336.htm Posting] at eFinancial Careers Ref 660825 == Posting == Business Development Officer *Company - Peak Financial Management, Inc. *Location - Waltham, MA *Compensation - Commensurate with experience *Updated - Jun 24, 2010 *eFC Ref no - 660825 The position of Business Development Officer is of critical importance to the growth and success of the firm. This person will be responsible for spearheading the capital raising efforts of the firm. Private wealth management firm located in Waltham, Massachusetts is seeking a Business Development Officer. Peak Financial Management is a private wealth management firm and registered investment advisor that provides a full suite of wealth management services to high net worth individuals and families. Peak invests across a broad range of traditional and alternative asset classes including equity, fixed income, hedge funds and private equity using an endowment approach to risk management. The position of Business Development Officer is of critical importance to the growth and success of the firm. This person will be responsible for spearheading the capital raising efforts of the firm. The ideal candidate will have an established network with a successful track record of raising assets in an institutional, private banking or family office setting. '''Knowledge & Skills:''' * A minimum of five years of sales experience, preferably in private banking, institutional sales or hedge fund business development * Exceptional ability to communicate complex economic, market and investing concepts in clear, effective presentation marketing materials * Excellent writing, editing and presentation skills * Strong leadership and relationship building skills * Strong analytical and problem-solving skills * High degree of diplomacy and superior interpersonal skills * Excellent project management skills with the ability to take initiative, prioritize and handle multiple tasks and projects simultaneously * Ability to thrive in a dynamic, mission-focused, consensus-driven team organization * Proficient computer skills (Word, Excel, PowerPoint) ---- j5qt7a4oby6y19t5i91bjfywvskesg8 0 772 1512 2010-10-20T14:14:28Z Greis>Michael 0 Created page with '*Apply - eFC online :*Resume :*Cover Letter *Posting - [http://jobs.efinancialcareers.com/job-4000000000638285.htm?source=EM:efc_namerica=105 eFinancial Careers] :*By Finiti…' 1512 wikitext text/x-wiki *Apply - eFC online :*Resume :*Cover Letter *Posting - [http://jobs.efinancialcareers.com/job-4000000000638285.htm?source=EM:efc_namerica=105 eFinancial Careers] :*By Finiti Search *Date - 18 October 2010 (updated) === Posting === *Company - Finiti Search Limited *Location - Boston, MA, 02108 *Compensation - to USD $150k base + bonus + full benefits *Position Type - Permanent *Employment type - Full time *Updated - Oct 18, 2010 *eFC Ref no - 650799 An exceptional opportunity for a Portfolio Management solutions expert to join the Product Management team of one of the world's leading financial technology solutions providers. '''Role''': You will use your investment and portfolio management expertise in this position where you will be directly responsible for establishing product strategy and ensuring product improvement and commercial expansion. You will drive and lead effort such as product rollouts, product roadmaps, research, product launch and business development. You will lead teams (matrix management) to drive key business decisions relating to the product and its release plans as well as ensuring product competency within Sales. The role is based in Boston, MA. '''Requirements''': * Experienced product manager OR strong knowledge of related processes * Indepth understanding of investment management systems - front, middle or back office e.g. investment accounting, fund accounting, performance measurement, order management, fund administration, wealth management systems * Experience conducting research and presenting results * Knowledge of business development / sales processes * Strong project planning skills * Strong communication and presentation skills. For more information, please apply directly. Suitable applicants will then be provided with a more detailed job specification and contacted for an initial discussion about the role. Or, for a confidential discussion about the role, please call Allie Jeacock on +44 (0)203 178 7676. Finiti Search is 100 per cent focused on resourcing for the global financial technology market. For more information, visit www.finitisearch.com. 92vefp6k04n05vdtpcqpm4fla6i5m5p 1513 1512 2024-05-24T04:57:44Z Michael 1 1 revision imported 1512 wikitext text/x-wiki *Apply - eFC online :*Resume :*Cover Letter *Posting - [http://jobs.efinancialcareers.com/job-4000000000638285.htm?source=EM:efc_namerica=105 eFinancial Careers] :*By Finiti Search *Date - 18 October 2010 (updated) === Posting === *Company - Finiti Search Limited *Location - Boston, MA, 02108 *Compensation - to USD $150k base + bonus + full benefits *Position Type - Permanent *Employment type - Full time *Updated - Oct 18, 2010 *eFC Ref no - 650799 An exceptional opportunity for a Portfolio Management solutions expert to join the Product Management team of one of the world's leading financial technology solutions providers. '''Role''': You will use your investment and portfolio management expertise in this position where you will be directly responsible for establishing product strategy and ensuring product improvement and commercial expansion. You will drive and lead effort such as product rollouts, product roadmaps, research, product launch and business development. You will lead teams (matrix management) to drive key business decisions relating to the product and its release plans as well as ensuring product competency within Sales. The role is based in Boston, MA. '''Requirements''': * Experienced product manager OR strong knowledge of related processes * Indepth understanding of investment management systems - front, middle or back office e.g. investment accounting, fund accounting, performance measurement, order management, fund administration, wealth management systems * Experience conducting research and presenting results * Knowledge of business development / sales processes * Strong project planning skills * Strong communication and presentation skills. For more information, please apply directly. Suitable applicants will then be provided with a more detailed job specification and contacted for an initial discussion about the role. Or, for a confidential discussion about the role, please call Allie Jeacock on +44 (0)203 178 7676. Finiti Search is 100 per cent focused on resourcing for the global financial technology market. For more information, visit www.finitisearch.com. 92vefp6k04n05vdtpcqpm4fla6i5m5p 0 773 1514 2021-06-21T21:36:57Z Greis>Michael 0 1514 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNG]] *Applied - [[activity date::2020-09-20]] --> :*Resume - ''' ''' :*Cover Letter - '''Greis MJ Research Director BU ISE''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://bu.silkroad.com/epostings/index.cfm?fuseaction=app.jobinfo&jobid=306010&company_id=15509&version=1&source=ONLINE&JobOwner=1017352&startflag=1 Boston University Human Resources] :*Posted [[event date::2020-09-01]] === Posting === RESEARCH DIRECTOR, Institute for Sustainable Energy Tracking Code: 1257 <u>Job Description</u> The Susilo Institute for Ethics in the Global Economy and BU Institute for Sustainable Energy (ISE) are seeking a Research Director for a program on sustainable finance. The candidate will be expected to lead the program on a day-to-day basis, collaborating with and/or supervising all other researchers on the project, and represent the program in multiple public and private settings. This role will be charged with formulating and managing research projects in the field of Environmental, Social, and Governance (ESG)/responsible investing and finance and will need to demonstrate experience in and familiarity of current trends and players in this field through oral and written communications. <u>Required Skills</u> Interested candidates should have a strong record of formulating and managing research projects and should also possess strong credentials, including an advanced degree (MA/MS, MBA, Ph.D.) emphasizing finance. Demonstrated experience with and familiarity in current trends and players in Environmental, Social, and Governance (ESG)/responsible investing are required, as is an entrepreneurial mindset and excellent oral and written communication skills. Minimum five years of experience in a related field. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor. *Job Location - Boston *Position Type - Full-Time/Regular *Salary Grade - Grade 51 ---- a6dff43dzxprglg4kneofkjgsk90mt4 1515 1514 2024-05-24T04:57:45Z Michael 1 1 revision imported 1514 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNG]] *Applied - [[activity date::2020-09-20]] --> :*Resume - ''' ''' :*Cover Letter - '''Greis MJ Research Director BU ISE''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://bu.silkroad.com/epostings/index.cfm?fuseaction=app.jobinfo&jobid=306010&company_id=15509&version=1&source=ONLINE&JobOwner=1017352&startflag=1 Boston University Human Resources] :*Posted [[event date::2020-09-01]] === Posting === RESEARCH DIRECTOR, Institute for Sustainable Energy Tracking Code: 1257 <u>Job Description</u> The Susilo Institute for Ethics in the Global Economy and BU Institute for Sustainable Energy (ISE) are seeking a Research Director for a program on sustainable finance. The candidate will be expected to lead the program on a day-to-day basis, collaborating with and/or supervising all other researchers on the project, and represent the program in multiple public and private settings. This role will be charged with formulating and managing research projects in the field of Environmental, Social, and Governance (ESG)/responsible investing and finance and will need to demonstrate experience in and familiarity of current trends and players in this field through oral and written communications. <u>Required Skills</u> Interested candidates should have a strong record of formulating and managing research projects and should also possess strong credentials, including an advanced degree (MA/MS, MBA, Ph.D.) emphasizing finance. Demonstrated experience with and familiarity in current trends and players in Environmental, Social, and Governance (ESG)/responsible investing are required, as is an entrepreneurial mindset and excellent oral and written communication skills. Minimum five years of experience in a related field. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor. *Job Location - Boston *Position Type - Full-Time/Regular *Salary Grade - Grade 51 ---- a6dff43dzxprglg4kneofkjgsk90mt4 0 774 1516 2021-06-21T21:42:32Z Greis>Michael 0 1516 wikitext text/x-wiki == Follow-up from Peter Fox-Penner 2020-10-12 == *Called me after postponing planned interview with him & Nalin *Apologized for not reaching out sooner *Received a resume from someone they believe is perfect for the position. Plan to make an offer to her. :*Said she had been consulting and doing exactly what they are looking for for the last 10 years. (Really?) :*No mention of academic connection (though this was important to them...) :*If she doesn't accept, they will certainly pick back up our conversation :*I must know her - interested to see who it is *Asked my advice/opinion about offering a prize to promote research> :*Said that I had looked at it a few years ago :*Nothing wrong with the idea, but hard to pull off :*Would take time and persistence to establish :*Mentioned conversations with Caroline :*Funding is a good thing to offer, but won't necessarily motivate the faculty you most want - more established, in finance *Peter said that was good advice, he appreciated it, said he figured I had probably considered the idea. (Nice compliment, FWIW.) Never saw subsequent announcement of hiring for the position. Not clear whether it was filled or pulled back. No changes to the website for the new initiative for months thereafter. == Conversation with Sheldon Simon 2020-10-07 == Ref. Denise Sheldon - connected us. I realized I had met with Sheldon in 2018 when setting up the Electric Utilities panel for the 2018 SI seminar with Peter Fox-Penner. === Ruth Moorman === Sheldon's spouse - Got Sheldon involved with BU ISE. Ruth is (Still?) a BU Trustee. Also on Dean's Advisory Board at the BU Pardee School of Global Studies. *Started as a Special Education teacher *[https://www.bu.edu/pardeeschool/about/deans-advisory-board/ BU Pardee School Bio] == Conversation with Peter Fox-Penner 2020-09-18 == Add notes... == Conversation with Pauliina Swartz 2020-09-11 == Add notes... b22r3wl7kn24ck0st63n7qn9eqevg9b 1517 1516 2024-05-24T04:57:45Z Michael 1 1 revision imported 1516 wikitext text/x-wiki == Follow-up from Peter Fox-Penner 2020-10-12 == *Called me after postponing planned interview with him & Nalin *Apologized for not reaching out sooner *Received a resume from someone they believe is perfect for the position. Plan to make an offer to her. :*Said she had been consulting and doing exactly what they are looking for for the last 10 years. (Really?) :*No mention of academic connection (though this was important to them...) :*If she doesn't accept, they will certainly pick back up our conversation :*I must know her - interested to see who it is *Asked my advice/opinion about offering a prize to promote research> :*Said that I had looked at it a few years ago :*Nothing wrong with the idea, but hard to pull off :*Would take time and persistence to establish :*Mentioned conversations with Caroline :*Funding is a good thing to offer, but won't necessarily motivate the faculty you most want - more established, in finance *Peter said that was good advice, he appreciated it, said he figured I had probably considered the idea. (Nice compliment, FWIW.) Never saw subsequent announcement of hiring for the position. Not clear whether it was filled or pulled back. No changes to the website for the new initiative for months thereafter. == Conversation with Sheldon Simon 2020-10-07 == Ref. Denise Sheldon - connected us. I realized I had met with Sheldon in 2018 when setting up the Electric Utilities panel for the 2018 SI seminar with Peter Fox-Penner. === Ruth Moorman === Sheldon's spouse - Got Sheldon involved with BU ISE. Ruth is (Still?) a BU Trustee. Also on Dean's Advisory Board at the BU Pardee School of Global Studies. *Started as a Special Education teacher *[https://www.bu.edu/pardeeschool/about/deans-advisory-board/ BU Pardee School Bio] == Conversation with Peter Fox-Penner 2020-09-18 == Add notes... == Conversation with Pauliina Swartz 2020-09-11 == Add notes... b22r3wl7kn24ck0st63n7qn9eqevg9b 0 775 1518 2010-08-23T13:59:13Z Greis>Michael 0 1518 wikitext text/x-wiki *Applied - online 8/23/10 :*Modified resume - FAI :*Cover letter - mjg SP Director Municipal Enterprise.doc *[http://jobview.monster.com/Director-Municipal-Enterprise-Ratings-Boston-Job-Boston-MA-89360810.aspx Posting] found on Monster.com *[https://mh.taleo.net/careersection/3/jobdetail.ftl?lang=en&job=370072&media_id=4879&src=Monster.com Apply] online == Posting == Standard & Poor's is the world's premier provider of investment research, market indices, credit ratings, financial data, and fixed income research and analysis. With more than 10,000 employees and offices in nearly two dozen countries, S&P is valued by investors and financial decision-makers everywhere for its analytical independence, market expertise and thought leadership. For 150 years Standard & Poor's has been an integral part of the global economic infrastructure. Its operations provide essential information to nearly every segment of the global financial community, creating the tools, analysis and research needed to make informed investment decisions. www.sp-150.com '''Director, Municipal Enterprise Group, Credit Ratings, Higher Education Sector''' This is a mid-level analytical position in Standard & Poor's Municipal Enterprise Group, reporting to Managing Director, to be based in our Boston office. Directors in the Higher Education Group are responsible for rating U.S. public and private colleges and universities, not-for-profit corporations, and private independent schools. Primary responsibilities include rating committee participation, writing for publication, attending and speaking at industry conferences. '''Qualifications''' *Relevant skills include the ability to work extensively on teams, good interpersonal skills, database development and statistical analysis, excellent communication skills, strong quantitative skills, and a sound understanding of finance and accounting principles as well as the capital markets. *MBA, MPA or similar Master's degree preferred, along with a minimum of 10 years of finance or industry experience. *Higher education industry experience is preferred. *Position requires domestic travel and the ability to meet deadlines under pressure. *The McGraw-Hill Companies is an equal opportunity employer. Only electronic job submissions will be considered for employment. ---- pyjczo42674sbu2ney1viilkkygfvlf 1519 1518 2024-05-24T04:57:45Z Michael 1 1 revision imported 1518 wikitext text/x-wiki *Applied - online 8/23/10 :*Modified resume - FAI :*Cover letter - mjg SP Director Municipal Enterprise.doc *[http://jobview.monster.com/Director-Municipal-Enterprise-Ratings-Boston-Job-Boston-MA-89360810.aspx Posting] found on Monster.com *[https://mh.taleo.net/careersection/3/jobdetail.ftl?lang=en&job=370072&media_id=4879&src=Monster.com Apply] online == Posting == Standard & Poor's is the world's premier provider of investment research, market indices, credit ratings, financial data, and fixed income research and analysis. With more than 10,000 employees and offices in nearly two dozen countries, S&P is valued by investors and financial decision-makers everywhere for its analytical independence, market expertise and thought leadership. For 150 years Standard & Poor's has been an integral part of the global economic infrastructure. Its operations provide essential information to nearly every segment of the global financial community, creating the tools, analysis and research needed to make informed investment decisions. www.sp-150.com '''Director, Municipal Enterprise Group, Credit Ratings, Higher Education Sector''' This is a mid-level analytical position in Standard & Poor's Municipal Enterprise Group, reporting to Managing Director, to be based in our Boston office. Directors in the Higher Education Group are responsible for rating U.S. public and private colleges and universities, not-for-profit corporations, and private independent schools. Primary responsibilities include rating committee participation, writing for publication, attending and speaking at industry conferences. '''Qualifications''' *Relevant skills include the ability to work extensively on teams, good interpersonal skills, database development and statistical analysis, excellent communication skills, strong quantitative skills, and a sound understanding of finance and accounting principles as well as the capital markets. *MBA, MPA or similar Master's degree preferred, along with a minimum of 10 years of finance or industry experience. *Higher education industry experience is preferred. *Position requires domestic travel and the ability to meet deadlines under pressure. *The McGraw-Hill Companies is an equal opportunity employer. Only electronic job submissions will be considered for employment. ---- pyjczo42674sbu2ney1viilkkygfvlf 0 776 1520 2017-12-20T19:47:41Z Greis>Michael 0 1520 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for values --> *Status: [[project status::closed]] [[opportunity status::DNG]] :*[[activity date::2017-11-10]] - Mahesh let me know that they had filled the position with someone else :*Never contacted by hiring manager despite Rakhi Kumar personally delivering my resume. :*Recruiter didn't respond to multiple e-mails/messages. *Applied - activity date::2017-05-12 (through CFA Institute Career Center) :*Resume - As of 2017-04-27 ''' :*Cover Letter - \Career\Opportunities\'''[http://michaelgreis.org/wiki/images/8/8d/Greis_MJ_Investment_Product_Manager_ESG_Cover.pdf Greis MJ Investment Product Manager ESG Cover]''' [[involved::SSgA| ]] *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://careers.cfainstitute.org/job/8940798/investment-product-manager-esg/ CFA Institute Career Center] :*Posted 2017-04-07 *State Street Job ID '''155886''' *[https://psh.statestreet.com/psc/HRPRDEREC_1/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL State Street jobs site] === Posting === Investment Product Group The Investment Product group at SSGA works closely with our investment teams, portfolio strategists, regional product developers, client/consultant facing teams and business colleagues around the firm to effectively position SSGA’s investment products in the marketplace. Primary Responsibilities The ESG Investment Product Manager will work across the investment areas of the firm to develop and support a robust ESG product offering. You will be expected to work closely with our investment teams, portfolio strategists, regional product developers, and client/consultant facing teams. While this role is primarily focused on the institutional marketplace, you will be expected to work closely with the Global SPDR and Defined-Contribution business teams to ensure product consistency across business channels. With $170 billion in global ESG assets and 20 years of ESG experience, SSGA is one of the leading institutional providers of ESG solutions in the marketplace today. SSGA has managed ESG strategies since 1986 and has extensive experience working with a wide range of clients and ESG approaches. In addition, SSGA provides dedicated ESG research, thought leadership, and implementation guidance demonstrating the firm’s commitment to providing both targeted and comprehensive ESG solutions to clients. In this role, you will: Work cross-functionally to enhance and develop the firm’s ESG product range. This will involve partnering with investment teams and strategists to understand our capabilities and research agendas; interacting with client facing groups to understand the needs of our clients; and working with regional product developers to understand specific regional client needs and concerns. Develop overall messaging and positioning for SSGA’s ESG investment strategies across asset classes and investment styles, and contribute to ESG thought leadership. Conduct strategic analysis of the ESG product and investment space, understanding the competitive marketplace and differentiating SSGA strategies/advantages relative to competitors. Create and implement ESG product marketing strategy, and develop investment content for marketing collateral. You will partner with marketing and sales to create strong product marketing campaigns. Ensure consistency of messaging and integrity of market-facing investment communications and marketing material, such white papers, commentary, pitch books and RFP responses. Provide product education and support both for the sales force as well more broadly across the organization. Qualifications This role requires a background in ESG and a demonstrated knowledge of the trends, opportunities and challenges in the ESG marketplace today. You should have knowledge and skills across product management, marketing strategy, communications and a solid foundation in investments. You should be able to frame issues, identify important points and draw conclusions, combined with strong communication skills and intellectual curiosity. Additionally, the role requires: Strong collaborative skills. Ability to work effectively among peers and across the organization, with a high level of integrity and grace under pressure. A problem-solving, strategic mindset. Excellent judgment, and willingness to ask good questions and raise issues. Ability to communicate clearly and succinctly in a variety of settings. Strong organizational skills, with the ability get things done. Hands on orientation, with the willingness to perform detailed tasks. You will have related (7+ years) experience in investment management, preferably gained in a product management, marketing or research function. A post-graduate or professional qualification (e.g. MBA or CFA) is preferred, though not required. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses what we value. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. State Street is an Affirmative Action/ Equal Opportunity Employer/ Vet/ Disability. If you are interested in the position, please email resume to JJTurnerII@statestreet.com. ---- c7358hlndnr9u2gc68ahpq6a9yw8ver 1521 1520 2024-05-24T04:57:45Z Michael 1 1 revision imported 1520 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for values --> *Status: [[project status::closed]] [[opportunity status::DNG]] :*[[activity date::2017-11-10]] - Mahesh let me know that they had filled the position with someone else :*Never contacted by hiring manager despite Rakhi Kumar personally delivering my resume. :*Recruiter didn't respond to multiple e-mails/messages. *Applied - activity date::2017-05-12 (through CFA Institute Career Center) :*Resume - As of 2017-04-27 ''' :*Cover Letter - \Career\Opportunities\'''[http://michaelgreis.org/wiki/images/8/8d/Greis_MJ_Investment_Product_Manager_ESG_Cover.pdf Greis MJ Investment Product Manager ESG Cover]''' [[involved::SSgA| ]] *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://careers.cfainstitute.org/job/8940798/investment-product-manager-esg/ CFA Institute Career Center] :*Posted 2017-04-07 *State Street Job ID '''155886''' *[https://psh.statestreet.com/psc/HRPRDEREC_1/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL State Street jobs site] === Posting === Investment Product Group The Investment Product group at SSGA works closely with our investment teams, portfolio strategists, regional product developers, client/consultant facing teams and business colleagues around the firm to effectively position SSGA’s investment products in the marketplace. Primary Responsibilities The ESG Investment Product Manager will work across the investment areas of the firm to develop and support a robust ESG product offering. You will be expected to work closely with our investment teams, portfolio strategists, regional product developers, and client/consultant facing teams. While this role is primarily focused on the institutional marketplace, you will be expected to work closely with the Global SPDR and Defined-Contribution business teams to ensure product consistency across business channels. With $170 billion in global ESG assets and 20 years of ESG experience, SSGA is one of the leading institutional providers of ESG solutions in the marketplace today. SSGA has managed ESG strategies since 1986 and has extensive experience working with a wide range of clients and ESG approaches. In addition, SSGA provides dedicated ESG research, thought leadership, and implementation guidance demonstrating the firm’s commitment to providing both targeted and comprehensive ESG solutions to clients. In this role, you will: Work cross-functionally to enhance and develop the firm’s ESG product range. This will involve partnering with investment teams and strategists to understand our capabilities and research agendas; interacting with client facing groups to understand the needs of our clients; and working with regional product developers to understand specific regional client needs and concerns. Develop overall messaging and positioning for SSGA’s ESG investment strategies across asset classes and investment styles, and contribute to ESG thought leadership. Conduct strategic analysis of the ESG product and investment space, understanding the competitive marketplace and differentiating SSGA strategies/advantages relative to competitors. Create and implement ESG product marketing strategy, and develop investment content for marketing collateral. You will partner with marketing and sales to create strong product marketing campaigns. Ensure consistency of messaging and integrity of market-facing investment communications and marketing material, such white papers, commentary, pitch books and RFP responses. Provide product education and support both for the sales force as well more broadly across the organization. Qualifications This role requires a background in ESG and a demonstrated knowledge of the trends, opportunities and challenges in the ESG marketplace today. You should have knowledge and skills across product management, marketing strategy, communications and a solid foundation in investments. You should be able to frame issues, identify important points and draw conclusions, combined with strong communication skills and intellectual curiosity. Additionally, the role requires: Strong collaborative skills. Ability to work effectively among peers and across the organization, with a high level of integrity and grace under pressure. A problem-solving, strategic mindset. Excellent judgment, and willingness to ask good questions and raise issues. Ability to communicate clearly and succinctly in a variety of settings. Strong organizational skills, with the ability get things done. Hands on orientation, with the willingness to perform detailed tasks. You will have related (7+ years) experience in investment management, preferably gained in a product management, marketing or research function. A post-graduate or professional qualification (e.g. MBA or CFA) is preferred, though not required. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses what we value. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. State Street is an Affirmative Action/ Equal Opportunity Employer/ Vet/ Disability. If you are interested in the position, please email resume to JJTurnerII@statestreet.com. ---- c7358hlndnr9u2gc68ahpq6a9yw8ver 0 777 1522 2017-08-11T13:15:08Z Greis>Michael 0 1522 wikitext text/x-wiki == Status == As of {{hct|2017-08-11}}: *Still unsure of status of hiring for the position *In touch with Rakhi about the 2017 SI session *Reached out to Mark again As of {{hct|2017-06-19}}: *No response from Jay Turner (recruiting) on adding Mark McDivitt as a reference *Follow-up note to Rakhi *Follow-up note to Mark - he responded; is out of country will follow up next week *No response from Chris McKnett to earlier note/voicemail == 2017-08-11 == From [https://www.ipe.com/news/people/people-moves-lpfa-hires-to-strengthen-esg-capability/10020153.article IPE]: :Separately, SSGA has also hired Rakhi Kumar as head of environmental, social and governance (ESG) and asset stewardship, while Matt DiGuiseppe and Robert Walker have been appointed to lead the asset stewardship team’s work in the Americas and EMEA, respectively. Lynn Blake, CIO for global equity beta strategies, said the expanded stewardship team would “enable us to capitalise on the success of our asset stewardship programme and position us for continued growth in ESG”. :“ESG concerns continue to play a larger role in asset management, not only as an investment tool, but also as a way to assess and engage the companies our clients invest in through index strategies,” added Kumar. How has Rakhi's role changed? Doesn't look like a new title... == 2017-07-18 == *Rakhi Kumar didn't know what was up with the position - perhaps they were not going forward, but surprised I hadn't hear back from hiring manager. :*Sent me contact information for hiring manager, Andrea Anastasio (Andrea_Anastasio@ssga.com) == 2017-05-31 == *[[involved::Mark McDivitt]] is happy to be a reference :*Add his name to the application; they will contact him. He'll give them the thumbs up and "we'll go from there" '''2017-06-01''': *Note to [[involved::Jay Turner]] (State Street staffing responsible for this posting) :*Applied from CFA Institute career center; can only add State Street reference employee through State Street site :*Provided Mark's information == 2017-05-30 == *Note to [[involved::Chris McKnett]] :*Out through end of week == 2017-05-02 == NB: Was this on 5/2 call or later? *[[involved::Rakhi Kumar]] knows the hiring manager (Barbara ?) and will give her my resume == Resources == *[http://www.statestreet.com/content/dam/statestreet/documents/values/StateStreet_2015_CR_Report.pdf State Street 2015 CR report] kzncznmqh407z10iizywig2gfkk5cz9 1523 1522 2024-05-24T04:57:45Z Michael 1 1 revision imported 1522 wikitext text/x-wiki == Status == As of {{hct|2017-08-11}}: *Still unsure of status of hiring for the position *In touch with Rakhi about the 2017 SI session *Reached out to Mark again As of {{hct|2017-06-19}}: *No response from Jay Turner (recruiting) on adding Mark McDivitt as a reference *Follow-up note to Rakhi *Follow-up note to Mark - he responded; is out of country will follow up next week *No response from Chris McKnett to earlier note/voicemail == 2017-08-11 == From [https://www.ipe.com/news/people/people-moves-lpfa-hires-to-strengthen-esg-capability/10020153.article IPE]: :Separately, SSGA has also hired Rakhi Kumar as head of environmental, social and governance (ESG) and asset stewardship, while Matt DiGuiseppe and Robert Walker have been appointed to lead the asset stewardship team’s work in the Americas and EMEA, respectively. Lynn Blake, CIO for global equity beta strategies, said the expanded stewardship team would “enable us to capitalise on the success of our asset stewardship programme and position us for continued growth in ESG”. :“ESG concerns continue to play a larger role in asset management, not only as an investment tool, but also as a way to assess and engage the companies our clients invest in through index strategies,” added Kumar. How has Rakhi's role changed? Doesn't look like a new title... == 2017-07-18 == *Rakhi Kumar didn't know what was up with the position - perhaps they were not going forward, but surprised I hadn't hear back from hiring manager. :*Sent me contact information for hiring manager, Andrea Anastasio (Andrea_Anastasio@ssga.com) == 2017-05-31 == *[[involved::Mark McDivitt]] is happy to be a reference :*Add his name to the application; they will contact him. He'll give them the thumbs up and "we'll go from there" '''2017-06-01''': *Note to [[involved::Jay Turner]] (State Street staffing responsible for this posting) :*Applied from CFA Institute career center; can only add State Street reference employee through State Street site :*Provided Mark's information == 2017-05-30 == *Note to [[involved::Chris McKnett]] :*Out through end of week == 2017-05-02 == NB: Was this on 5/2 call or later? *[[involved::Rakhi Kumar]] knows the hiring manager (Barbara ?) and will give her my resume == Resources == *[http://www.statestreet.com/content/dam/statestreet/documents/values/StateStreet_2015_CR_Report.pdf State Street 2015 CR report] kzncznmqh407z10iizywig2gfkk5cz9 0 778 1524 2009-10-21T16:32:09Z Greis>Michael 0 Created page with ' *Submitted online to SsGA careers site. *No opportunity to provide cover letter. *Written with focus on key skills I have, but not likely I would be picked out because I don…' 1524 wikitext text/x-wiki *Submitted online to SsGA careers site. *No opportunity to provide cover letter. *Written with focus on key skills I have, but not likely I would be picked out because I don't have experience. Useful for future reference === Posting === *Job Description - SSgA Senior Global Asset Allocation Portfolio Manager *Job ID - 23621 This position is for a Senior Portfolio Manager as part of the Global Asset Allocation team, which is responsible for managing balanced account portfolios for defined benefit, defined contribution, and endowment clients. In addition, the GAA team is responsible for Exposure Management mandates, seeking to maintain targeted asset class and currency exposures for a portfolio, primarily through the use of equity and fixed income index funds, futures contracts, currency forwards and swaps. This senior portfolio manager will work with clients to determine appropriate investment policy, strategic asset allocations, and investment strategy selection. In addition, this person will be involved in the management of our tactical asset allocation investment portfolios. Responsibilities of this position will be: *Working with clients/prospects on developing investment policy and researching various investment strategies * Participation in and development of our tactical asset allocation strategies * Client reviews and prospect meetings * Research projects and systems testing * Daily review of portfolio positions relative to strategic benchmarks and adjusting balances as necessary * Managing day to day cash flows * Rebalance portfolios on a regular basis to asset class targets * Preparing and checking performance reports, attribution, and preparing client presentations Qualifications - Experience and Qualifications * 10+ years of related work experience * Broad knowledge of the capital markets including domestic and international equity, fixed income, alternatives, and derivatives * Good communication/ presentation skills in order to work with clients/prospects, and ability to articulate sophisticated investment concepts to a wide variety of clients/prospects * Understanding of advanced financial theories * Strong computer skills * Post-graduate degree or the CFA designation * Positive attitude and a strong team orientation * Experience and understanding of Liability Driven Investments preferred * Pragmatic knowledge of quantitative and statistical tools bcef81qknhg78678qmi76zbt5pct1as 1525 1524 2024-05-24T04:57:45Z Michael 1 1 revision imported 1524 wikitext text/x-wiki *Submitted online to SsGA careers site. *No opportunity to provide cover letter. *Written with focus on key skills I have, but not likely I would be picked out because I don't have experience. Useful for future reference === Posting === *Job Description - SSgA Senior Global Asset Allocation Portfolio Manager *Job ID - 23621 This position is for a Senior Portfolio Manager as part of the Global Asset Allocation team, which is responsible for managing balanced account portfolios for defined benefit, defined contribution, and endowment clients. In addition, the GAA team is responsible for Exposure Management mandates, seeking to maintain targeted asset class and currency exposures for a portfolio, primarily through the use of equity and fixed income index funds, futures contracts, currency forwards and swaps. This senior portfolio manager will work with clients to determine appropriate investment policy, strategic asset allocations, and investment strategy selection. In addition, this person will be involved in the management of our tactical asset allocation investment portfolios. Responsibilities of this position will be: *Working with clients/prospects on developing investment policy and researching various investment strategies * Participation in and development of our tactical asset allocation strategies * Client reviews and prospect meetings * Research projects and systems testing * Daily review of portfolio positions relative to strategic benchmarks and adjusting balances as necessary * Managing day to day cash flows * Rebalance portfolios on a regular basis to asset class targets * Preparing and checking performance reports, attribution, and preparing client presentations Qualifications - Experience and Qualifications * 10+ years of related work experience * Broad knowledge of the capital markets including domestic and international equity, fixed income, alternatives, and derivatives * Good communication/ presentation skills in order to work with clients/prospects, and ability to articulate sophisticated investment concepts to a wide variety of clients/prospects * Understanding of advanced financial theories * Strong computer skills * Post-graduate degree or the CFA designation * Positive attitude and a strong team orientation * Experience and understanding of Liability Driven Investments preferred * Pragmatic knowledge of quantitative and statistical tools bcef81qknhg78678qmi76zbt5pct1as 0 779 1526 2011-09-29T19:37:28Z Greis>Michael 0 /* Santander's Sustainability Strategy */ 1526 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - '''mjg resume ifs ''' :*Cover Letter - '''mjg Sovereign Head University Institutional Relations''' *[[Career/Opportunities/Santander Institutional Relations/Notes|Notes]] :*{{color||2011-09-29}} - Conversation with Mike Bober :*{{color||2011-09-20}} - Initial contact from Mike Bober :*{{color||2011-09-16?}} - No response yet on attachment; submitted application. :*{{color||2011-09-13}} - Waiting for response from HR on how to attach cover letter to resume. *Posting :*Monster.com and then on [https://www.sovereignbank.com/companyinfo/careers/employment_opportunities/default.asp Sovereign Site]. :*Job Id # 46223 :*September, 2011 === Santander Financial === Key Financial figures :*Assets - $1.6 trillion ($1.2 T Euros) - #10 worldwide :*Capital - $5.6 billion === Santander's Sustainability Strategy === *2010 Sustainability Report (downloaded to T60 \Career\Sustainability\ESG\Companies *Submitted GRI Report (also downloaded) *[https://www.cdproject.net/Sites/2011/41/1441/Investor%20CDP%202011/Pages/DisclosureView.aspx CDP disclosure] *UNEP FI signatory *[http://www.santander.com/csgs/Satellite?accesibilidad=3&canal=CAccionistas&cid=1148925257154&empr=SANCorporativo&leng=en_GB&pagename=SANCorporativo/Page/SC_ContenedorGeneral Santander Sustainability Commitment] *Chairman Emilio Botin's [http://memoria.santander.webfg.com/2010/index.php?sec=is_mensaje_presidente&lang=en Sustainability Message] *Taking a leadership role in financing solutions for a low-carbon economy. The Bank has received several awards in this field: :*World’s Greenest Bank by Bloomberg for its strong commitment to finance renewable energies. From the Sustainability Message: :*"we are also making progress in becoming a benchmark in the sphere of sustainability. In order to achieve this, it is essential to have a '''well-defined strategy, with a clear focus and aligned with business'''. This is the only way that business activities in terms of sustainability can be measured, consistent and profitable. Three main elements of sustainability strategy: :*'''Investment in Universities''' - largest ::*Increased cooperation (among/with?) universities -> bring universities closer to society -> increased economic competitiveness ::*2010 - '''100M Euro''' of 148M Euro total invested in '''Santander Universities''' - long-term alliances ::*Committed to '''600M Euro''' over next '''five years''' ::*900 co-operation agreements that enable projects to be implemented to enhance education and research. ::*14,293 scholarships and grants to students, teachers and researchers, many of them to foster international travel, as well as other projects to spur innovation and the transfer of knowledge to society :*Relationship to the Environment, especially communities where they do business ::*initiatives in microcredit, financial education and volunteering, with a special focus on children's education ::*Compliance with UN Millennium Development Goals :*Long-term commitment to stakeholders ::*Shareholders, customers, employees Sustainability increasingly important to investors, analysts '''and''' employees. === Santander Universities === *Investing in universities for '''15''' years *University Division - 2,047 professionals in 14 countries *Over 900 globally - Almost 400 in Brazil, 140 in Mexico, 92 in Spain :*22? in US - these are listed ::*Babson Collegue ::*Brown University ::*Columbia University ::*David Rockefeller Center for Latin American Studies (of Harvard University) ::*Harvard University ::*Long Island University ::*Massachussets Institute of Technology (MIT) ::*New York University ::*Northeastern University ::*SUNY (State University of New York) ::*Tufts University ::*Yale University ::*Boston University ::*Providence College ::*UCLA ::*University of Pennsylvania Key elements: *'''Cooperation agreements''' with universities :*4,000 partnership projects :*Entrepreneurship - cooperated in 2010 in 40 university company incubation projects, enabling 400 new university firms to be launched. *Support for '''international cooperation programs between universities''' :*Travel for students/faculty ::*Student Scholarships - 14,293 - travel :*Promote Latin American "knowledge space" *Foster & '''cooperate with international academic networks''' :*Emprendia - Latin American Univ. Network for incubation of companies *'''Global projects''' :*Universia Network - largest collaboration network of Spanish & Portuguese speaking universities (180,000 students/graduates received first job via Universia Network) :*Miguel de Cervantes Virtual Library Also: *Faculty chairs - interdisciplinary, inter-institutional; *Business collaborations: :*5 million ID cards issued (Smart University Card) ==== Recent activities and related items ==== :*July, 2011 - Eduardo Garrido at [http://news.brown.edu/features/2011/06/biari BIARI] conference at Brown. Brown International Advanced Research Institutes connects young faculty from the Global South and emerging economies into a dialogue with leading scholars in their field. :*March, 2011 - Eduardo Garrido [http://sph.bu.edu/insider/Recent-News/santander-scholarships-help-busph-students-study-abroad.html] presenting scholarships at BU School of Public Health. About 40 scholarships at $4,000 each. === Posting === *Job Title - Head, Institutional Relations - Boston *Job ID - 46223 *Location - Massachusetts *Full/Part Time - Full-Time *Regular/Temporary - Regular *Schedule Details/Location - This full time position is located at 75 State Street, Boston, MA '''Job Duties'''- Santander Universities Institutional Relations. *Negotiation and implementation of collaboration agreements with universities *Implementation of special global projects across universities: i.e., top students awards, internship programs, MIT-Brazil conference, Harvard IGLP, Wharton TrendLab on Globalization, etc. *Management of the overall institutional relationship with universities, including organization of meetings to discuss potential business opportunities for the bank (smart cards, ATMs and Branches on campus, cash management, institutional loans and deposits, etc.) *Coordination and control of sponsorship payments to Universities *Liaison with the Legal department at Sovereign Bank to develop collaboration agreements with universities. *Follow-up on the universities projects¿ implementation schedule *Coordination with the Universities of special events, corporate visits, top level meetings. *Plan & conduct agreement¿s annual review meetings with universities '''Qualifications''' *Education: Graduate Degree; MBA and/or postgraduate degree would be highly desirable *Business Experience: 10-15 years banking experience. Corporate Banking background desirable. *Negotiation skills and Institutional bank products and services. *Collaboration agreements (legal basic knowledge) Contact Information Job Id # 46223 ---- mxxskfh2qqv9worqkkuqwr3m86f3nz6 1527 1526 2024-05-24T04:57:45Z Michael 1 1 revision imported 1526 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - '''mjg resume ifs ''' :*Cover Letter - '''mjg Sovereign Head University Institutional Relations''' *[[Career/Opportunities/Santander Institutional Relations/Notes|Notes]] :*{{color||2011-09-29}} - Conversation with Mike Bober :*{{color||2011-09-20}} - Initial contact from Mike Bober :*{{color||2011-09-16?}} - No response yet on attachment; submitted application. :*{{color||2011-09-13}} - Waiting for response from HR on how to attach cover letter to resume. *Posting :*Monster.com and then on [https://www.sovereignbank.com/companyinfo/careers/employment_opportunities/default.asp Sovereign Site]. :*Job Id # 46223 :*September, 2011 === Santander Financial === Key Financial figures :*Assets - $1.6 trillion ($1.2 T Euros) - #10 worldwide :*Capital - $5.6 billion === Santander's Sustainability Strategy === *2010 Sustainability Report (downloaded to T60 \Career\Sustainability\ESG\Companies *Submitted GRI Report (also downloaded) *[https://www.cdproject.net/Sites/2011/41/1441/Investor%20CDP%202011/Pages/DisclosureView.aspx CDP disclosure] *UNEP FI signatory *[http://www.santander.com/csgs/Satellite?accesibilidad=3&canal=CAccionistas&cid=1148925257154&empr=SANCorporativo&leng=en_GB&pagename=SANCorporativo/Page/SC_ContenedorGeneral Santander Sustainability Commitment] *Chairman Emilio Botin's [http://memoria.santander.webfg.com/2010/index.php?sec=is_mensaje_presidente&lang=en Sustainability Message] *Taking a leadership role in financing solutions for a low-carbon economy. The Bank has received several awards in this field: :*World’s Greenest Bank by Bloomberg for its strong commitment to finance renewable energies. From the Sustainability Message: :*"we are also making progress in becoming a benchmark in the sphere of sustainability. In order to achieve this, it is essential to have a '''well-defined strategy, with a clear focus and aligned with business'''. This is the only way that business activities in terms of sustainability can be measured, consistent and profitable. Three main elements of sustainability strategy: :*'''Investment in Universities''' - largest ::*Increased cooperation (among/with?) universities -> bring universities closer to society -> increased economic competitiveness ::*2010 - '''100M Euro''' of 148M Euro total invested in '''Santander Universities''' - long-term alliances ::*Committed to '''600M Euro''' over next '''five years''' ::*900 co-operation agreements that enable projects to be implemented to enhance education and research. ::*14,293 scholarships and grants to students, teachers and researchers, many of them to foster international travel, as well as other projects to spur innovation and the transfer of knowledge to society :*Relationship to the Environment, especially communities where they do business ::*initiatives in microcredit, financial education and volunteering, with a special focus on children's education ::*Compliance with UN Millennium Development Goals :*Long-term commitment to stakeholders ::*Shareholders, customers, employees Sustainability increasingly important to investors, analysts '''and''' employees. === Santander Universities === *Investing in universities for '''15''' years *University Division - 2,047 professionals in 14 countries *Over 900 globally - Almost 400 in Brazil, 140 in Mexico, 92 in Spain :*22? in US - these are listed ::*Babson Collegue ::*Brown University ::*Columbia University ::*David Rockefeller Center for Latin American Studies (of Harvard University) ::*Harvard University ::*Long Island University ::*Massachussets Institute of Technology (MIT) ::*New York University ::*Northeastern University ::*SUNY (State University of New York) ::*Tufts University ::*Yale University ::*Boston University ::*Providence College ::*UCLA ::*University of Pennsylvania Key elements: *'''Cooperation agreements''' with universities :*4,000 partnership projects :*Entrepreneurship - cooperated in 2010 in 40 university company incubation projects, enabling 400 new university firms to be launched. *Support for '''international cooperation programs between universities''' :*Travel for students/faculty ::*Student Scholarships - 14,293 - travel :*Promote Latin American "knowledge space" *Foster & '''cooperate with international academic networks''' :*Emprendia - Latin American Univ. Network for incubation of companies *'''Global projects''' :*Universia Network - largest collaboration network of Spanish & Portuguese speaking universities (180,000 students/graduates received first job via Universia Network) :*Miguel de Cervantes Virtual Library Also: *Faculty chairs - interdisciplinary, inter-institutional; *Business collaborations: :*5 million ID cards issued (Smart University Card) ==== Recent activities and related items ==== :*July, 2011 - Eduardo Garrido at [http://news.brown.edu/features/2011/06/biari BIARI] conference at Brown. Brown International Advanced Research Institutes connects young faculty from the Global South and emerging economies into a dialogue with leading scholars in their field. :*March, 2011 - Eduardo Garrido [http://sph.bu.edu/insider/Recent-News/santander-scholarships-help-busph-students-study-abroad.html] presenting scholarships at BU School of Public Health. About 40 scholarships at $4,000 each. === Posting === *Job Title - Head, Institutional Relations - Boston *Job ID - 46223 *Location - Massachusetts *Full/Part Time - Full-Time *Regular/Temporary - Regular *Schedule Details/Location - This full time position is located at 75 State Street, Boston, MA '''Job Duties'''- Santander Universities Institutional Relations. *Negotiation and implementation of collaboration agreements with universities *Implementation of special global projects across universities: i.e., top students awards, internship programs, MIT-Brazil conference, Harvard IGLP, Wharton TrendLab on Globalization, etc. *Management of the overall institutional relationship with universities, including organization of meetings to discuss potential business opportunities for the bank (smart cards, ATMs and Branches on campus, cash management, institutional loans and deposits, etc.) *Coordination and control of sponsorship payments to Universities *Liaison with the Legal department at Sovereign Bank to develop collaboration agreements with universities. *Follow-up on the universities projects¿ implementation schedule *Coordination with the Universities of special events, corporate visits, top level meetings. *Plan & conduct agreement¿s annual review meetings with universities '''Qualifications''' *Education: Graduate Degree; MBA and/or postgraduate degree would be highly desirable *Business Experience: 10-15 years banking experience. Corporate Banking background desirable. *Negotiation skills and Institutional bank products and services. *Collaboration agreements (legal basic knowledge) Contact Information Job Id # 46223 ---- mxxskfh2qqv9worqkkuqwr3m86f3nz6 0 780 1528 2011-09-29T15:49:35Z Greis>Michael 0 1528 wikitext text/x-wiki === Call with Mike Bober 2011-09-29 === *Review Sovereign and Santander :*He's only been here 1 1/2 years :*Exec told him they want US to be next Brazil :*Looked at footprint - wanted to grow significantly :*Want to grow through acquisition - played "footsie" with M&P Bank in Buffalo :*Building "best in class" bank on top of Sovereign ::*Products & Services ::*Will introduce credit card this year ::*Segmentation of customers *Talk about Universities :*Global group - Director of Santander Universities :*All of giving through universities :*Small, high level :*Run by Eduardo Garrido, Argentine national *Want someone to run Institutional Relations :*Have three sales people :*Two people in project management - student loans, on campus banking :*Launching Smart Card in US ::*Big opportunity in footprint ::*Wells Fargo another main player, but not in their footprint :*Walk the line between philanthropy and business *Compensation :*It's a balance - what's the job, opportunity to grow, compensation ::*Under 100, have to look hard at what it is ::*100 - 150, in the ballpark ::*>150, gravy *Follow-up :*Mike is meeting with Eduardo later today :*Will review my resume with him :*Back in touch later today or tomorrow - plan is to talk/meet with Eduardo :* --- 9z88wg5kl8z62irqjdkv883l2y4sg5e 1529 1528 2024-05-24T04:57:45Z Michael 1 1 revision imported 1528 wikitext text/x-wiki === Call with Mike Bober 2011-09-29 === *Review Sovereign and Santander :*He's only been here 1 1/2 years :*Exec told him they want US to be next Brazil :*Looked at footprint - wanted to grow significantly :*Want to grow through acquisition - played "footsie" with M&P Bank in Buffalo :*Building "best in class" bank on top of Sovereign ::*Products & Services ::*Will introduce credit card this year ::*Segmentation of customers *Talk about Universities :*Global group - Director of Santander Universities :*All of giving through universities :*Small, high level :*Run by Eduardo Garrido, Argentine national *Want someone to run Institutional Relations :*Have three sales people :*Two people in project management - student loans, on campus banking :*Launching Smart Card in US ::*Big opportunity in footprint ::*Wells Fargo another main player, but not in their footprint :*Walk the line between philanthropy and business *Compensation :*It's a balance - what's the job, opportunity to grow, compensation ::*Under 100, have to look hard at what it is ::*100 - 150, in the ballpark ::*>150, gravy *Follow-up :*Mike is meeting with Eduardo later today :*Will review my resume with him :*Back in touch later today or tomorrow - plan is to talk/meet with Eduardo :* --- 9z88wg5kl8z62irqjdkv883l2y4sg5e 0 781 1530 2010-11-24T20:28:50Z Greis>Michael 0 Created page with '*Applied - :*Resume - :*Cover Letter - *Posting :*[http://jobs.efinancialcareers.com/job-4000000000709470.htm?source=EM:efc_namerica=105 eFC web site] - eFC # 721795 :*Novem…' 1530 wikitext text/x-wiki *Applied - :*Resume - :*Cover Letter - *Posting :*[http://jobs.efinancialcareers.com/job-4000000000709470.htm?source=EM:efc_namerica=105 eFC web site] - eFC # 721795 :*November 22, 2010 *[http://www.scarboroughalliance.com/questions/index.cfm Scarborough Alliance] web site === Posting === Scarborough Alliance Corporation is the plan administrator for savings and pension plans for local unions and their members throughout the country. We have been in business since 1970 and currently service participants in 47 states with our concentration in the Northeast and Illinois. As our business and new business prospects have grown, we have developed the need for regional managers in other parts of the country. We currently have regional managers located in New Jersey, northern California and Illinois. Our need has now expanded to Minnesota, Colorado, southern Illinois, Missouri, New England, Florida and southern California. We expect this list to continue to expand as we get further exposure within our current market and through introductions to other unions. In addition to a plan administrator Scarborough is also a Registered Investment Advisor and Broker/Dealer through our affiliated companies Scarborough Capital and Scarborough Securities. What We Do and How We Differ: Scarborough offers a variety of retirement plans for union members, which accept rollovers from members 401(k)s, lump sum pensions, cash balance plans and self directed accounts. We also offer a 401(k) plan for active members. Our emphasis is to educate members, both active and retiring, by: • Conducting workshops that enable members to plan for retirement • Providing assets allocation assistance • Educate members on all the different types of fees and expenses associated with retirement plans and their impact over the long term • Offer and sell a low cost, competitive investment performance IRA for rollovers from the sources mentioned above Regional Manager Responsibilities: • Manager the relationships already established with various local unions from the Business Manager level on through various levels of the organization including Business Agents, Executive Board members, Chief Stewards and Stewards to get access to the members of the local • Conduct educational workshops focusing on the fundamental principles of the retirement planning process as well as saving for retirement • Conduct one-on-one consultations that develop from workshops and sell client on transfer of assets from existing defined benefit plans or defined contribution plans to a Scarborough retirement account and educate and assist in the process of opening a new account • Conduct annual account reviews to make any adjustments necessary to current assets allocation and to help maintain our 98% retention rate • With referrals from existing relationships and contacts developed at national conferences, open up new relationships with other locals and unions in the region Requirements/Qualifications: • Minimum series 7/63 licenses required • Public speaking/presentation experience – Candidates must be able to communicate effectively to large groups • Ability to create home office until business warrants a centrally located office • Willingness to conduct evening workshops that will require some travel throughout a specific region Advantages: Scarborough’s existing relationships within the union industry and locals will provide the regional manager with the advantage of attaining new business via the infrastructure of the local unions. This will be enhanced by their referrals and setting up workshops on Scarborough’s behalf, which is the current practice. Scarborough is currently a “union only” service provider which is an important credential within this industry and with its membership. Our 40 years of experience and relationships with some of the locals has created a national reservoir of trust. They seek us out for advice and consultation in different areas of retirement plans and appreciate our competitive investment performance, our educational approach and annual expenses that are 45%-60% lower than broker sold products. For more information visit our website at www.scarboroughalliance.com and www.planmemberfinancial.com Compensation: Compensation will be based on experience and credentials. It will have a base salary with bonus incentive. Benefits include health insurance, life insurance, 401(k) plan, flexible spending account and more. Please submit resume to jobs@planmember.com that includes education, experience and compensation requirements please reference position and region in subject line. ezfv909rdbc6fbxbkpji2txfiamftf3 1531 1530 2024-05-24T04:57:45Z Michael 1 1 revision imported 1530 wikitext text/x-wiki *Applied - :*Resume - :*Cover Letter - *Posting :*[http://jobs.efinancialcareers.com/job-4000000000709470.htm?source=EM:efc_namerica=105 eFC web site] - eFC # 721795 :*November 22, 2010 *[http://www.scarboroughalliance.com/questions/index.cfm Scarborough Alliance] web site === Posting === Scarborough Alliance Corporation is the plan administrator for savings and pension plans for local unions and their members throughout the country. We have been in business since 1970 and currently service participants in 47 states with our concentration in the Northeast and Illinois. As our business and new business prospects have grown, we have developed the need for regional managers in other parts of the country. We currently have regional managers located in New Jersey, northern California and Illinois. Our need has now expanded to Minnesota, Colorado, southern Illinois, Missouri, New England, Florida and southern California. We expect this list to continue to expand as we get further exposure within our current market and through introductions to other unions. In addition to a plan administrator Scarborough is also a Registered Investment Advisor and Broker/Dealer through our affiliated companies Scarborough Capital and Scarborough Securities. What We Do and How We Differ: Scarborough offers a variety of retirement plans for union members, which accept rollovers from members 401(k)s, lump sum pensions, cash balance plans and self directed accounts. We also offer a 401(k) plan for active members. Our emphasis is to educate members, both active and retiring, by: • Conducting workshops that enable members to plan for retirement • Providing assets allocation assistance • Educate members on all the different types of fees and expenses associated with retirement plans and their impact over the long term • Offer and sell a low cost, competitive investment performance IRA for rollovers from the sources mentioned above Regional Manager Responsibilities: • Manager the relationships already established with various local unions from the Business Manager level on through various levels of the organization including Business Agents, Executive Board members, Chief Stewards and Stewards to get access to the members of the local • Conduct educational workshops focusing on the fundamental principles of the retirement planning process as well as saving for retirement • Conduct one-on-one consultations that develop from workshops and sell client on transfer of assets from existing defined benefit plans or defined contribution plans to a Scarborough retirement account and educate and assist in the process of opening a new account • Conduct annual account reviews to make any adjustments necessary to current assets allocation and to help maintain our 98% retention rate • With referrals from existing relationships and contacts developed at national conferences, open up new relationships with other locals and unions in the region Requirements/Qualifications: • Minimum series 7/63 licenses required • Public speaking/presentation experience – Candidates must be able to communicate effectively to large groups • Ability to create home office until business warrants a centrally located office • Willingness to conduct evening workshops that will require some travel throughout a specific region Advantages: Scarborough’s existing relationships within the union industry and locals will provide the regional manager with the advantage of attaining new business via the infrastructure of the local unions. This will be enhanced by their referrals and setting up workshops on Scarborough’s behalf, which is the current practice. Scarborough is currently a “union only” service provider which is an important credential within this industry and with its membership. Our 40 years of experience and relationships with some of the locals has created a national reservoir of trust. They seek us out for advice and consultation in different areas of retirement plans and appreciate our competitive investment performance, our educational approach and annual expenses that are 45%-60% lower than broker sold products. For more information visit our website at www.scarboroughalliance.com and www.planmemberfinancial.com Compensation: Compensation will be based on experience and credentials. It will have a base salary with bonus incentive. Benefits include health insurance, life insurance, 401(k) plan, flexible spending account and more. Please submit resume to jobs@planmember.com that includes education, experience and compensation requirements please reference position and region in subject line. ezfv909rdbc6fbxbkpji2txfiamftf3 0 782 1532 2015-09-09T21:54:06Z Greis>Michael 0 1532 wikitext text/x-wiki __NOTOC__ *Applied - {{color||2015-09-09}} :*Resume - '''GreisMJ resume 2015-08''' :*Cover Letter - '''mjg Seamans Capital Client Relationship Manager''' :*Sent to '''Will Phelps''' (He will pass it to person responsible for hire.) *[[Career/Opportunities/Seamans Client Relationship Manager/Notes|Notes]] *[[Seamans Capital Management|Company page]] *Posting :*BASIC :*August, 2015 === Posting === ---- plca9pigfw6aw685ccmucnf2qia1n5a 1533 1532 2024-05-24T04:57:45Z Michael 1 1 revision imported 1532 wikitext text/x-wiki __NOTOC__ *Applied - {{color||2015-09-09}} :*Resume - '''GreisMJ resume 2015-08''' :*Cover Letter - '''mjg Seamans Capital Client Relationship Manager''' :*Sent to '''Will Phelps''' (He will pass it to person responsible for hire.) *[[Career/Opportunities/Seamans Client Relationship Manager/Notes|Notes]] *[[Seamans Capital Management|Company page]] *Posting :*BASIC :*August, 2015 === Posting === ---- plca9pigfw6aw685ccmucnf2qia1n5a 0 783 1534 2012-07-13T13:28:30Z Greis>Michael 0 Created page with '__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Senior Municipal Analyst/Notes|Notes]] *Posting :*[http://jobline.cfainstitute.org/s…' 1534 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Senior Municipal Analyst/Notes|Notes]] *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4828262&SEO=1&MemID=441432&MemKey=z4o1idabs2bkdfebvjyxoxac CFA Jobline] :*July, 2012 *Is it specific enough to pursue (description includes many types of fixed income securities, but my application would focus on municipal expertise)? === Posting === Sr. Municipal Analyst Job Code: 1031591 POSTED: Jul 02 Salary: Open Location: Boston North, Massachusetts Employer: N/A Type: Full Time - Experienced Certifications: Categories: Fixed Income Analyst, Other *Job Description :*Analyze at a senior level US tax-exempt fixed income securities. Incumbent will make recommendations on investments to PMs by means of written evaluation,verbal presentation and discussion. They will be assigned market sectors on which to focus their research and communications with peer group professionals. Primary Responsibilities: * Independently conducts fixed-income research studies. Analyses may focus on individual securities, classes of securities or the development of quantitative decision-making models. Maintain surveillance of assigned credits through evaluation of periodic financial reporting, monitoring various electronic and written news sources and communication with peer group professionals, external industry analysts and corporate management. * Makes buy, sell and hold recommendations. * Works with pricing services to ensure proper pricing of individual bonds. * Develops and maintains information on credit ratings of corporate, municipal or state fixed income issuers. * Prepare extensive written credit evaluations on primary and secondary market credit issues. * Work closely with legal counsel, investment bankers, bond trustees and other bondholders on default, workouts and bankruptcies. * May supervise and train less experienced research staff. Job Requirements: * Bachelor’s degree is a minimum requirement. Master’s degree and/or a CFA Designation is preferred. * Minimum of 5 years of relevant investment experience required without advanced degree or designation. * Seasoned analyst having delivered consistently strong performance. Superior understanding of securities analysis, valuation methods, qualitative and quantitative techniques. * Excellent research knowledge, analysis and decision making skills. * Strong math orientation and numerical aptitude. * Advanced PC computer skills, as well as industry software. * Excellent verbal, written and interpersonal communication skills are essential. Ability to work well independently and as a member of a team which includes the ability to be flexible and adaptable. ---- 8rfkdhbav82fizuaqr723shyntvb7mz 1535 1534 2024-05-24T04:57:45Z Michael 1 1 revision imported 1534 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Senior Municipal Analyst/Notes|Notes]] *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=4828262&SEO=1&MemID=441432&MemKey=z4o1idabs2bkdfebvjyxoxac CFA Jobline] :*July, 2012 *Is it specific enough to pursue (description includes many types of fixed income securities, but my application would focus on municipal expertise)? === Posting === Sr. Municipal Analyst Job Code: 1031591 POSTED: Jul 02 Salary: Open Location: Boston North, Massachusetts Employer: N/A Type: Full Time - Experienced Certifications: Categories: Fixed Income Analyst, Other *Job Description :*Analyze at a senior level US tax-exempt fixed income securities. Incumbent will make recommendations on investments to PMs by means of written evaluation,verbal presentation and discussion. They will be assigned market sectors on which to focus their research and communications with peer group professionals. Primary Responsibilities: * Independently conducts fixed-income research studies. Analyses may focus on individual securities, classes of securities or the development of quantitative decision-making models. Maintain surveillance of assigned credits through evaluation of periodic financial reporting, monitoring various electronic and written news sources and communication with peer group professionals, external industry analysts and corporate management. * Makes buy, sell and hold recommendations. * Works with pricing services to ensure proper pricing of individual bonds. * Develops and maintains information on credit ratings of corporate, municipal or state fixed income issuers. * Prepare extensive written credit evaluations on primary and secondary market credit issues. * Work closely with legal counsel, investment bankers, bond trustees and other bondholders on default, workouts and bankruptcies. * May supervise and train less experienced research staff. Job Requirements: * Bachelor’s degree is a minimum requirement. Master’s degree and/or a CFA Designation is preferred. * Minimum of 5 years of relevant investment experience required without advanced degree or designation. * Seasoned analyst having delivered consistently strong performance. Superior understanding of securities analysis, valuation methods, qualitative and quantitative techniques. * Excellent research knowledge, analysis and decision making skills. * Strong math orientation and numerical aptitude. * Advanced PC computer skills, as well as industry software. * Excellent verbal, written and interpersonal communication skills are essential. Ability to work well independently and as a member of a team which includes the ability to be flexible and adaptable. ---- 8rfkdhbav82fizuaqr723shyntvb7mz 0 784 1536 2011-01-26T17:19:08Z Greis>Michael 0 Created page with 'Not a fit because of geography (both relevant experience and work location), but a good role for me. Useful for reference purposes. *Posting :*[http://jobs.renewableenergyworld…' 1536 wikitext text/x-wiki Not a fit because of geography (both relevant experience and work location), but a good role for me. Useful for reference purposes. *Posting :*[http://jobs.renewableenergyworld.com/careers/jobsearch/detail/jobId/34050607 Renewable Energy World] :*January 25, 2011 === Posting === '''Manager/Director of Mid-Atlantic Region''' *Employer: The Solar Alliance *Location: Hingham, Massachusetts 02043-3183 United States *Last Updated: 01/24/2011 *Job Type: Employee *Job Status: Full Time Job Description The Solar Alliance works with state regulators, administration leaders, legislators and utilities to establish cost-effective solar policies and programs. We are a national association advocating for the solar industry in over 10 state energy markets. The Solar Alliance s a 501 (c) 6 organization. The director/manager position for the Mid-Atlantic region is a permanent, full-time role. We are seeking candidates with experience with the regulatory and legislative processes in New Jersey, Pennsylvania and Maryland in the traditional or renewable energy sector. Requirements: POSITION DESCRIPTION *Oversees regulatory & lobbying activity in identified states. *Manages regulatory activity in these states–writing filings, attending workshops, hearings, etc. *Coordinates SA regional team activities and day-to-day activities – in collaboration with company leads for identified states. This includes facilitating regular calls/meetings. *Participates in legislative initiatives. *Works with outside counsel and contract lobbyists as needed. *Collaborates with other associations, key parties, consultants, etc. *Participates as available/necessary in other eastern states and overall SA activities as time permits. *Reports to President. *Travel will be necessary for up to 30% of time. Most travel will be in-region. *The SA does not have a physical office in the Midatlantic. The candidate will need to be comfortable working out of home or other suitable space. CANDIDATE QUALIFICATIONS *Regulatory experience in NJ and/or PA is preferred and legislative experience is a plus. *Candidate should have three to five years experience in public utility practice, either in public or private sector. Preference given to candidates with demonstrated experience in electricity/utility/renewables/generation sectors. *Excellent written and verbal communication skills. *Ability to manage multiple tasks simultaneously. *Ability to manage challenging and diverse views of members. *Self-starter – can work independently and remotely. *Ability to work effectively as part of a team and is able to perceive when to lead and when to build consensus. SALARY *Title, salary and benefits will reflect candidate’s level of experience. Salary range is $90-$120k. *Inquiries should be directed to Edith Kitchin at ebkitchin@comcast.net. Deadline for submissions is February 18, 2011. ---- flwwsgmx2frjbcwj2hyke25hu5gwug7 1537 1536 2024-05-24T04:57:45Z Michael 1 1 revision imported 1536 wikitext text/x-wiki Not a fit because of geography (both relevant experience and work location), but a good role for me. Useful for reference purposes. *Posting :*[http://jobs.renewableenergyworld.com/careers/jobsearch/detail/jobId/34050607 Renewable Energy World] :*January 25, 2011 === Posting === '''Manager/Director of Mid-Atlantic Region''' *Employer: The Solar Alliance *Location: Hingham, Massachusetts 02043-3183 United States *Last Updated: 01/24/2011 *Job Type: Employee *Job Status: Full Time Job Description The Solar Alliance works with state regulators, administration leaders, legislators and utilities to establish cost-effective solar policies and programs. We are a national association advocating for the solar industry in over 10 state energy markets. The Solar Alliance s a 501 (c) 6 organization. The director/manager position for the Mid-Atlantic region is a permanent, full-time role. We are seeking candidates with experience with the regulatory and legislative processes in New Jersey, Pennsylvania and Maryland in the traditional or renewable energy sector. Requirements: POSITION DESCRIPTION *Oversees regulatory & lobbying activity in identified states. *Manages regulatory activity in these states–writing filings, attending workshops, hearings, etc. *Coordinates SA regional team activities and day-to-day activities – in collaboration with company leads for identified states. This includes facilitating regular calls/meetings. *Participates in legislative initiatives. *Works with outside counsel and contract lobbyists as needed. *Collaborates with other associations, key parties, consultants, etc. *Participates as available/necessary in other eastern states and overall SA activities as time permits. *Reports to President. *Travel will be necessary for up to 30% of time. Most travel will be in-region. *The SA does not have a physical office in the Midatlantic. The candidate will need to be comfortable working out of home or other suitable space. CANDIDATE QUALIFICATIONS *Regulatory experience in NJ and/or PA is preferred and legislative experience is a plus. *Candidate should have three to five years experience in public utility practice, either in public or private sector. Preference given to candidates with demonstrated experience in electricity/utility/renewables/generation sectors. *Excellent written and verbal communication skills. *Ability to manage multiple tasks simultaneously. *Ability to manage challenging and diverse views of members. *Self-starter – can work independently and remotely. *Ability to work effectively as part of a team and is able to perceive when to lead and when to build consensus. SALARY *Title, salary and benefits will reflect candidate’s level of experience. Salary range is $90-$120k. *Inquiries should be directed to Edith Kitchin at ebkitchin@comcast.net. Deadline for submissions is February 18, 2011. ---- flwwsgmx2frjbcwj2hyke25hu5gwug7 0 785 1538 2016-03-28T18:19:39Z Greis>Michael 0 Created page with "__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Solect Business Development Executive/Notes|Notes]] *Posting :*[http://solect.com..." 1538 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Solect Business Development Executive/Notes|Notes]] *Posting :*[http://solect.com/business-development-executive/ Solect web site] - ref. from NECEC web site. :*March, 2016 === Posting === '''Business Development Executive''' Solect is currently seeking a full-time Business Development Executive to help meet the company’s main sales objectives. The ideal candidate will be a driven, self-starter with a passion for the Solar Industry, desiring to help take a fast growing Solar Development firm to regional prominence. He/she will be responsible to meeting an annual quota, and maintaining a robust “funnel” of active opportunities that facilitates meeting the company’s sales objectives. The position requires the ability to manage a large volume of projects while demonstrating excellent communication. The ability to work independently in a fast paced environment is a key to success in this role. This is a unique opportunity to join a dynamic and growing team and participate in the solar (PV) industry from the ground up. '''Description''' The Business Development Executive will be a driven, self-starter with a passion for the Solar Industry, desiring to help take a fast growing Solar Development firm to regional prominence. He/she will be responsible to meeting an annual quota, and maintaining a robust “funnel” of active opportunities that facilitates meeting the company’s sales objectives. '''Key Responsibilities''' *Build credibility with potential clients as a trusted solar consultant. *Presenting “C” level individuals and Business Owners Solect’s solar value proposition, gaining preferred status, and closing opportunities. *Meet quarterly and fiscal year goals. *Maintain a robust “funnel” of active opportunities that facilitates meeting your goals. *Proactive networker, responsible for generating a robust business referral network. *Utilize online tools and conduct site evaluations to develop an initial system design. *Responsible for post-installation follow-up to ensure satisfaction of customers. *Creating professional sales proposals. *Diligently maintain necessary reporting metrics in Salesforce.com. '''Desired Skills & Experience''' * Minimum three years of experience selling/developing selling commercial solar PV projects. * Demonstrated success developing a book of business that exceeds 5MWs. * Financial acumen and experience selling to CFOs and like financial decision makers. * Previous success selling large capital projects. * Strong technical background in solar industry solutions and electrical power. * Strong presentation skills. * Collaborative style with internal and external customers. * Professional appearance. * Energetic, positive, enthusiastic, self-directing and a team player * Ability to meet deadlines and manage multiple tasks simultaneously and independently. * Highly ethical and goal oriented. * Willingness to work a variety of hours including evenings and weekends. * Computer savvy. * Passion for green energy. * Bachelor’s degree required. '''Physical Requirements''' *Employee must be able to walk customer’s property and/or roof which may include varying terrain and climbing ladders. *Employee must be able to carry up to 20 pounds of equipment, including solar analysis device, laptop, printer and binder. *Must be able to travel by car up to 200 miles in a day. Interested applicants should submit a letter of interest and resume to Scott Howe, VP of Sales, at showe@solect.com. Interested applicants should submit a letter of interest addressing relevant experience and qualifications, along with a resume to Scott Howe, VP of Sales, at showe@solect.com. ---- dvn8qnk8q8p6i3ikhmlhnd5e243tq0c 1539 1538 2024-05-24T04:57:45Z Michael 1 1 revision imported 1538 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Solect Business Development Executive/Notes|Notes]] *Posting :*[http://solect.com/business-development-executive/ Solect web site] - ref. from NECEC web site. :*March, 2016 === Posting === '''Business Development Executive''' Solect is currently seeking a full-time Business Development Executive to help meet the company’s main sales objectives. The ideal candidate will be a driven, self-starter with a passion for the Solar Industry, desiring to help take a fast growing Solar Development firm to regional prominence. He/she will be responsible to meeting an annual quota, and maintaining a robust “funnel” of active opportunities that facilitates meeting the company’s sales objectives. The position requires the ability to manage a large volume of projects while demonstrating excellent communication. The ability to work independently in a fast paced environment is a key to success in this role. This is a unique opportunity to join a dynamic and growing team and participate in the solar (PV) industry from the ground up. '''Description''' The Business Development Executive will be a driven, self-starter with a passion for the Solar Industry, desiring to help take a fast growing Solar Development firm to regional prominence. He/she will be responsible to meeting an annual quota, and maintaining a robust “funnel” of active opportunities that facilitates meeting the company’s sales objectives. '''Key Responsibilities''' *Build credibility with potential clients as a trusted solar consultant. *Presenting “C” level individuals and Business Owners Solect’s solar value proposition, gaining preferred status, and closing opportunities. *Meet quarterly and fiscal year goals. *Maintain a robust “funnel” of active opportunities that facilitates meeting your goals. *Proactive networker, responsible for generating a robust business referral network. *Utilize online tools and conduct site evaluations to develop an initial system design. *Responsible for post-installation follow-up to ensure satisfaction of customers. *Creating professional sales proposals. *Diligently maintain necessary reporting metrics in Salesforce.com. '''Desired Skills & Experience''' * Minimum three years of experience selling/developing selling commercial solar PV projects. * Demonstrated success developing a book of business that exceeds 5MWs. * Financial acumen and experience selling to CFOs and like financial decision makers. * Previous success selling large capital projects. * Strong technical background in solar industry solutions and electrical power. * Strong presentation skills. * Collaborative style with internal and external customers. * Professional appearance. * Energetic, positive, enthusiastic, self-directing and a team player * Ability to meet deadlines and manage multiple tasks simultaneously and independently. * Highly ethical and goal oriented. * Willingness to work a variety of hours including evenings and weekends. * Computer savvy. * Passion for green energy. * Bachelor’s degree required. '''Physical Requirements''' *Employee must be able to walk customer’s property and/or roof which may include varying terrain and climbing ladders. *Employee must be able to carry up to 20 pounds of equipment, including solar analysis device, laptop, printer and binder. *Must be able to travel by car up to 200 miles in a day. Interested applicants should submit a letter of interest and resume to Scott Howe, VP of Sales, at showe@solect.com. Interested applicants should submit a letter of interest addressing relevant experience and qualifications, along with a resume to Scott Howe, VP of Sales, at showe@solect.com. ---- dvn8qnk8q8p6i3ikhmlhnd5e243tq0c 0 786 1540 2009-12-30T20:41:26Z Greis>Michael 0 1540 wikitext text/x-wiki *12/30/09 - F/U with Meagan Walsh :*Meagan talked with Patrick. :*Are seeking someone more senior for this position, already doing job in industry. :*Patrick reviewed resume. He didn't see relationship management experience, but Meagan pointed out my varied experience. :*I specifically asked and Meagan responded that my relationship management experience is there and I'm positioning myself well. With Patrick, the missing piece senior RM experience in the industry. :*Would consider me for RM position. :*Am targeting right area - RM can be broad. Marketing, client service can be easiest entry way. Wouldn't suggest analyst or portfolio management out of the gate. Consider product management as well. :*Definitely look at the web site, apply on line because have different recruiters for different positions. :*Yes, expect some positions to open up in the new year. :*Follow up with Meagan next when there's another appropriate opening. *Received posting [http://jobs.efinancialcareers.com/job-4000000000577975.htm 590694] from eFinancial Careers - updated posting 11/16/09 :*Similar position to one looked at in July that was pulled? :*Couldn't find it on BNY Mellon site :*Follow up with Julie Frisoli at BNY Mellon first - note 11/19/09 :*Call set with Meagan Walsh, HR/Talent Acquisition on 12/9/09 *[[Companies/Standish Asset Management|Company Information]] *[[Career/Opportunities/Standish Senior Relationship Manager/History|History]] === Positioning === *Relationship management experience *Skilled working between product management and clients/consultants *Teamwork *CFA Level III === Posting === *Position: Senior Relationship Manager *Company: BNY Mellon Asset Management (Standish) *Boston, MA, 02108 *Compensation: negotiable *Updated: 16 Nov 2009 *eFC Ref no: 590654 Headquartered in Boston, Standish is a leading investment management firm dedicated to serving sophisticated fixed income investors. Our investment strategies span the wide range of fixed income disciplines and are complemented by a demonstrated ability to design innovative, effective solutions to satisfy our clients' needs. ==== Job Description ==== The incumbent will provide clients, prospects, and consultants with ongoing updates about the investment philosophy, process, and performance of specific products. Feedback from all meetings will be documented and shared with the appropriate firm personnel. He/she will serve as the primary investment and relationship contact for assigned clients and will participate in investment strategy meetings with portfolio managers. He/she will work closely with the Client Service Associates and other RMs as part of the overall client service team and will report to the Director of Client Service. To be successful, the Senior Relationship Manager must build solid internal relationships with Product Management, Business Development Officers and Portfolio Managers and be a team player with high professional standards. They must also be familiar with all major investment products and learn new investment products as they are launched into the marketplace. The incumbent may be responsible for assisting Product Management and Marketing in developing new products, as well as performing competitive analysis and positioning. Feedback to Product/Investment Management regarding changes in clients' investment strategy/new ideas will be a key component in the support of new product development. The incumbent will have a key role in new business efforts (e.g., final presentations, consultant meetings, reviewing RFP language, etc.). He/she will assist in the take-on of new client accounts by coordinating the negotiation of IMA's with Legal/Compliance and defining client Investment Management guidelines jointly with PM's. He/she will also be responsible for identifying cross sell and new business opportunities and, where appropriate, either work with a Business Development Officer or follow the lead through to a successful conclusion. ==== Job Requirements ==== BA/BS degree. 8 or more years of investment experience, with an in-depth knowledge of the assigned product(s). CFA and/or an MBA. Series 7 and Series 63 required within 90 days of hire. Excellent written and verbal communication skills. ---- g2r57vh095cgrrd98evb0e6mdw1cxl5 1541 1540 2024-05-24T04:57:45Z Michael 1 1 revision imported 1540 wikitext text/x-wiki *12/30/09 - F/U with Meagan Walsh :*Meagan talked with Patrick. :*Are seeking someone more senior for this position, already doing job in industry. :*Patrick reviewed resume. He didn't see relationship management experience, but Meagan pointed out my varied experience. :*I specifically asked and Meagan responded that my relationship management experience is there and I'm positioning myself well. With Patrick, the missing piece senior RM experience in the industry. :*Would consider me for RM position. :*Am targeting right area - RM can be broad. Marketing, client service can be easiest entry way. Wouldn't suggest analyst or portfolio management out of the gate. Consider product management as well. :*Definitely look at the web site, apply on line because have different recruiters for different positions. :*Yes, expect some positions to open up in the new year. :*Follow up with Meagan next when there's another appropriate opening. *Received posting [http://jobs.efinancialcareers.com/job-4000000000577975.htm 590694] from eFinancial Careers - updated posting 11/16/09 :*Similar position to one looked at in July that was pulled? :*Couldn't find it on BNY Mellon site :*Follow up with Julie Frisoli at BNY Mellon first - note 11/19/09 :*Call set with Meagan Walsh, HR/Talent Acquisition on 12/9/09 *[[Companies/Standish Asset Management|Company Information]] *[[Career/Opportunities/Standish Senior Relationship Manager/History|History]] === Positioning === *Relationship management experience *Skilled working between product management and clients/consultants *Teamwork *CFA Level III === Posting === *Position: Senior Relationship Manager *Company: BNY Mellon Asset Management (Standish) *Boston, MA, 02108 *Compensation: negotiable *Updated: 16 Nov 2009 *eFC Ref no: 590654 Headquartered in Boston, Standish is a leading investment management firm dedicated to serving sophisticated fixed income investors. Our investment strategies span the wide range of fixed income disciplines and are complemented by a demonstrated ability to design innovative, effective solutions to satisfy our clients' needs. ==== Job Description ==== The incumbent will provide clients, prospects, and consultants with ongoing updates about the investment philosophy, process, and performance of specific products. Feedback from all meetings will be documented and shared with the appropriate firm personnel. He/she will serve as the primary investment and relationship contact for assigned clients and will participate in investment strategy meetings with portfolio managers. He/she will work closely with the Client Service Associates and other RMs as part of the overall client service team and will report to the Director of Client Service. To be successful, the Senior Relationship Manager must build solid internal relationships with Product Management, Business Development Officers and Portfolio Managers and be a team player with high professional standards. They must also be familiar with all major investment products and learn new investment products as they are launched into the marketplace. The incumbent may be responsible for assisting Product Management and Marketing in developing new products, as well as performing competitive analysis and positioning. Feedback to Product/Investment Management regarding changes in clients' investment strategy/new ideas will be a key component in the support of new product development. The incumbent will have a key role in new business efforts (e.g., final presentations, consultant meetings, reviewing RFP language, etc.). He/she will assist in the take-on of new client accounts by coordinating the negotiation of IMA's with Legal/Compliance and defining client Investment Management guidelines jointly with PM's. He/she will also be responsible for identifying cross sell and new business opportunities and, where appropriate, either work with a Business Development Officer or follow the lead through to a successful conclusion. ==== Job Requirements ==== BA/BS degree. 8 or more years of investment experience, with an in-depth knowledge of the assigned product(s). CFA and/or an MBA. Series 7 and Series 63 required within 90 days of hire. Excellent written and verbal communication skills. ---- g2r57vh095cgrrd98evb0e6mdw1cxl5 0 787 1542 2009-12-09T20:30:13Z Greis>Michael 0 1542 wikitext text/x-wiki === Meagan Walsh - 9 Dec 2009 === (Pronounced as "Meg") Points to make: *Enthusiastic because of great fit Senior RM Position - covering Northeast and Mid-Atlantic *Travel 20% - 30% *Hiring Manager, Patrick, away this week. She will talk to him on Tuesday. *At this juncture, his wish list is - he can teach RM, can't teach fixed income *RM/Client Service is a good place to look *Straight RM may be better (rather than senior RM) *Let's talk Wednesday Her Clients - Standish, Boston Company *Wells/wealth - *Look through the system - matches to profiles won't always be right ---- d0g8agee54b4lhwlwkfhfmp16rp0kjd 1543 1542 2024-05-24T04:57:45Z Michael 1 1 revision imported 1542 wikitext text/x-wiki === Meagan Walsh - 9 Dec 2009 === (Pronounced as "Meg") Points to make: *Enthusiastic because of great fit Senior RM Position - covering Northeast and Mid-Atlantic *Travel 20% - 30% *Hiring Manager, Patrick, away this week. She will talk to him on Tuesday. *At this juncture, his wish list is - he can teach RM, can't teach fixed income *RM/Client Service is a good place to look *Straight RM may be better (rather than senior RM) *Let's talk Wednesday Her Clients - Standish, Boston Company *Wells/wealth - *Look through the system - matches to profiles won't always be right ---- d0g8agee54b4lhwlwkfhfmp16rp0kjd 0 788 1544 2011-03-01T14:47:40Z Greis>Michael 0 1544 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=3972820&SEO=1&MemID=441432&MemKey=u3hmmevqwbvpjbuwg1sbbc45 CFA Jobline] :*February, 2011 *Ref Laura Terzian *Find other SSgA Contacts === Posting === '''Senior ESG/Governance Analyst''' :Job Code: 42124 :POSTED: Feb 16 :Salary: Open :Location: Boston, Massachusetts :Employer: State Street Corporation :Type: Full Time :Certifications: CFA Charter Holder :Categories: Equity Analyst, Other :Preferred Education: Masters About State Street Corporation State Street Global Advisors (SSgA), one of the industry's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. We employ a diverse group of investment professionals within our 26 worldwide locations and 10 investment centers. As an organization, we are committed to corporate social responsibility. Active engagem....more info '''Job Description''' The Senior ESG Governance Analyst will develop enhanced research and risk valuation methodologies of environmental, social, and governance based issues. Responsible for assessing companies across all sectors and industries. Assist in developing screens and methodologies to identify opportunities to meet with company management and participate and contribute to the teams overall engagement efforts. Assist in the decision making process around shareholder issues related to ESG issues. Conduct longer term project work along with ad-hoc research projects as needed. Areas of focus will include: *Executive compensation *M&A analysis *Sustainability issues *Issuer engagement *Board structure *Proxy Voting '''Requirements''' Experience *Well developed knowledge and experience in understanding and evaluating ESG issues and risks. *Well rounded background in the proxy voting process, with exposure to market based corporate governance structures and practices. *Ability to develop statistical based methodologies analyzing the connections between governance and environmental factors and risk and return. *Strong statistical analysis, modeling, and financial analysis skills along with experience in bottom-up, fundamental research and company valuations. *Ability to communicate at a high degree of expertise. Ability to engage with company management, clients, and industry participants regarding ESG based issues on a regular basis. *Ability to contribute and collaborate within a team environment. *Experience writing research reports along with project work MBA and/or CFA with 3-7 years experience dealing with ESG based investment issues or related fields. Competencies Candidates will ideally possess the following important competencies: *Strong Technical Skills – Candidates will have strong knowledge of and experience with ESG issues and risks consistent with a senior analyst working for a world class asset management firm. *Collaboration and Influencing Skills - As the successful candidate will work closely with the governance team as well as senior members of SSgA. *Communication Skills: The successful candidate will have excellent communication skills and have demonstrated the ability to demystify fundamental analysis and articulate clear objectives and strategies to the team and senior management. 4tgkh6tk5j4hqfu2qaxckp64ctysosm 1545 1544 2024-05-24T04:57:45Z Michael 1 1 revision imported 1544 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=3972820&SEO=1&MemID=441432&MemKey=u3hmmevqwbvpjbuwg1sbbc45 CFA Jobline] :*February, 2011 *Ref Laura Terzian *Find other SSgA Contacts === Posting === '''Senior ESG/Governance Analyst''' :Job Code: 42124 :POSTED: Feb 16 :Salary: Open :Location: Boston, Massachusetts :Employer: State Street Corporation :Type: Full Time :Certifications: CFA Charter Holder :Categories: Equity Analyst, Other :Preferred Education: Masters About State Street Corporation State Street Global Advisors (SSgA), one of the industry's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. We employ a diverse group of investment professionals within our 26 worldwide locations and 10 investment centers. As an organization, we are committed to corporate social responsibility. Active engagem....more info '''Job Description''' The Senior ESG Governance Analyst will develop enhanced research and risk valuation methodologies of environmental, social, and governance based issues. Responsible for assessing companies across all sectors and industries. Assist in developing screens and methodologies to identify opportunities to meet with company management and participate and contribute to the teams overall engagement efforts. Assist in the decision making process around shareholder issues related to ESG issues. Conduct longer term project work along with ad-hoc research projects as needed. Areas of focus will include: *Executive compensation *M&A analysis *Sustainability issues *Issuer engagement *Board structure *Proxy Voting '''Requirements''' Experience *Well developed knowledge and experience in understanding and evaluating ESG issues and risks. *Well rounded background in the proxy voting process, with exposure to market based corporate governance structures and practices. *Ability to develop statistical based methodologies analyzing the connections between governance and environmental factors and risk and return. *Strong statistical analysis, modeling, and financial analysis skills along with experience in bottom-up, fundamental research and company valuations. *Ability to communicate at a high degree of expertise. Ability to engage with company management, clients, and industry participants regarding ESG based issues on a regular basis. *Ability to contribute and collaborate within a team environment. *Experience writing research reports along with project work MBA and/or CFA with 3-7 years experience dealing with ESG based investment issues or related fields. Competencies Candidates will ideally possess the following important competencies: *Strong Technical Skills – Candidates will have strong knowledge of and experience with ESG issues and risks consistent with a senior analyst working for a world class asset management firm. *Collaboration and Influencing Skills - As the successful candidate will work closely with the governance team as well as senior members of SSgA. *Communication Skills: The successful candidate will have excellent communication skills and have demonstrated the ability to demystify fundamental analysis and articulate clear objectives and strategies to the team and senior management. 4tgkh6tk5j4hqfu2qaxckp64ctysosm 0 789 1546 2013-05-08T21:52:54Z Greis>Michael 0 Created page with "__NOTOC__ *Applied - No :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/SunEdison Regional Sales Manager/Notes|Notes]] *Posting :*[http://jobs.renewabl..." 1546 wikitext text/x-wiki __NOTOC__ *Applied - No :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/SunEdison Regional Sales Manager/Notes|Notes]] *Posting :*[http://jobs.renewableenergyworld.com/jobs/sales-manager-east-coast-boston-massachusetts-55384276-d REWorld Jobs] :*March, 2013 For reference on qualifications === Posting === Job Details SunEdison is a leading global provider of solar-energy services. The company develops finances, installs and operates distributed power plants using proven photovoltaic technologies, delivering fully managed, and predictably priced solar energy services for its commercial, government, residential and utility customers. Through June 30, 2012, SunEdison has interconnected a cumulative 628 solar power systems representing 836 MW of solar energy. SunEdison is a wholly owned subsidiary of MEMC Electronic Materials (NYSE: WFR), a premier manufacturer of silicon wafers for the solar and semiconductor industries, and member of the Fortune 1000. SUMMARY OF FUNCTIONS This Sales executive will drive new and existing distributed generation business development efforts within the eastern regional states. Drawing on past, successful experience and value-oriented sales processes, he/she will facilitate solar Power Purchase Agreements with commercial, K-12 and public sector customers within the easter sales territory. With support from SunEdison’s sales analyst team, this executive will employ sales, analytic and problem solving skills to develop persuasive value propositions for prospective clients and will skillfully influence their respective decision makers. He/she will develop multi megawatt PV projects. ESSENTIAL DUTIES AND RESPONSIBILITIES Develop and manage new clients, customer portfolios and sales pipeline in the K-12, commercial and public sectors. Develop a proactive client acquisition strategy that is reflective of the market’s construct, including organizational makeup, available financial incentives (e.g. Solar Renewable Energy Certificates (SRECS)) and key partnerships. Manage sales analyst in the creation of customer savings and value propositions by analyzing energy data and utility rates. Lead client presentations and proposals. Assess economic viability of prospective projects and implement strategies to increase project revenue streams and reduce costs. Interface with SunEdison’s Finance, Development, and Operations teams to thoroughly understand physical and financial project characteristics. With support from SunEdison’s in-house legal team, drive customer contractual negotiations. Communicate and manage cross-functionally with all levels of management within SunEdison. Demonstrate a thorough understanding of the market and sector landscape and competition by consistently exceeding goals. Requirements We are looking for a self-driven, senior level individual who will thrive in an extremely fast-paced environment in one of the country’s most rapidly growing industries. Unconventional thinking and behavior have made SunEdison the leader in the renewable energy space, and we are looking for people with the same spirit and exceptional commitment. 10 years experience in sales, business development and market development roles in industries such as commercial real estate brokerage, financial services, management consulting, building solutions / technologies, and energy / solar / renewables. Exceptional communication and presentation skills in a complex sales environment. Experienced presenting to Boards of Directors or Municipal Councils. Large-scale transaction management, deal structuring and financial modeling experience. Success selling non-tangible, financed solutions / concepts. Strong insight development and value proposition definition skills. Ability to effectively operate with high energy and flexibility in a fast-paced, constantly evolving team environment. Self-motivated with the ability to manage diverse relationships and multiple, complex projects simultaneously. Creativity and critical thinking skills to tackle a variety of challenges from the industry level to client-specific. Strong revenue-producing orientation. Motivated and ambitious. Adaptable; able to recognize and capitalize on opportunities in new market verticals and geographies. Bachelor's degree required and Master's degree preferred. WORKING CONDITIONS Depending on markets, this executive can expect 25 to 40% travel in the region. ---- alrh7j6wj4cjszljxwildr8us953tsz 1547 1546 2024-05-24T04:57:45Z Michael 1 1 revision imported 1546 wikitext text/x-wiki __NOTOC__ *Applied - No :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/SunEdison Regional Sales Manager/Notes|Notes]] *Posting :*[http://jobs.renewableenergyworld.com/jobs/sales-manager-east-coast-boston-massachusetts-55384276-d REWorld Jobs] :*March, 2013 For reference on qualifications === Posting === Job Details SunEdison is a leading global provider of solar-energy services. The company develops finances, installs and operates distributed power plants using proven photovoltaic technologies, delivering fully managed, and predictably priced solar energy services for its commercial, government, residential and utility customers. Through June 30, 2012, SunEdison has interconnected a cumulative 628 solar power systems representing 836 MW of solar energy. SunEdison is a wholly owned subsidiary of MEMC Electronic Materials (NYSE: WFR), a premier manufacturer of silicon wafers for the solar and semiconductor industries, and member of the Fortune 1000. SUMMARY OF FUNCTIONS This Sales executive will drive new and existing distributed generation business development efforts within the eastern regional states. Drawing on past, successful experience and value-oriented sales processes, he/she will facilitate solar Power Purchase Agreements with commercial, K-12 and public sector customers within the easter sales territory. With support from SunEdison’s sales analyst team, this executive will employ sales, analytic and problem solving skills to develop persuasive value propositions for prospective clients and will skillfully influence their respective decision makers. He/she will develop multi megawatt PV projects. ESSENTIAL DUTIES AND RESPONSIBILITIES Develop and manage new clients, customer portfolios and sales pipeline in the K-12, commercial and public sectors. Develop a proactive client acquisition strategy that is reflective of the market’s construct, including organizational makeup, available financial incentives (e.g. Solar Renewable Energy Certificates (SRECS)) and key partnerships. Manage sales analyst in the creation of customer savings and value propositions by analyzing energy data and utility rates. Lead client presentations and proposals. Assess economic viability of prospective projects and implement strategies to increase project revenue streams and reduce costs. Interface with SunEdison’s Finance, Development, and Operations teams to thoroughly understand physical and financial project characteristics. With support from SunEdison’s in-house legal team, drive customer contractual negotiations. Communicate and manage cross-functionally with all levels of management within SunEdison. Demonstrate a thorough understanding of the market and sector landscape and competition by consistently exceeding goals. Requirements We are looking for a self-driven, senior level individual who will thrive in an extremely fast-paced environment in one of the country’s most rapidly growing industries. Unconventional thinking and behavior have made SunEdison the leader in the renewable energy space, and we are looking for people with the same spirit and exceptional commitment. 10 years experience in sales, business development and market development roles in industries such as commercial real estate brokerage, financial services, management consulting, building solutions / technologies, and energy / solar / renewables. Exceptional communication and presentation skills in a complex sales environment. Experienced presenting to Boards of Directors or Municipal Councils. Large-scale transaction management, deal structuring and financial modeling experience. Success selling non-tangible, financed solutions / concepts. Strong insight development and value proposition definition skills. Ability to effectively operate with high energy and flexibility in a fast-paced, constantly evolving team environment. Self-motivated with the ability to manage diverse relationships and multiple, complex projects simultaneously. Creativity and critical thinking skills to tackle a variety of challenges from the industry level to client-specific. Strong revenue-producing orientation. Motivated and ambitious. Adaptable; able to recognize and capitalize on opportunities in new market verticals and geographies. Bachelor's degree required and Master's degree preferred. WORKING CONDITIONS Depending on markets, this executive can expect 25 to 40% travel in the region. ---- alrh7j6wj4cjszljxwildr8us953tsz 0 790 1548 2010-02-22T20:03:00Z Greis>Michael 0 1548 wikitext text/x-wiki *[[Media:Greis Sustainable Endowments Managing Director.doc|Cover Letter]] as submitted :*Included NHS Graduation speech and Ocean Science workgroup report as writing samples *The [http://www.endowmentinstitute.org Sustainable Endowments Institute] - "research and education to advance sustainability in campus operations and endowment practices" *The Sustainable Endowments Institute is a special project of [http://rockpa.org/special_programs/ Rockefeller Philanthropy Advisors] :*RPA is a philanthropy service - "provides research and counsel on charitable giving, develops philanthropy programs, and offers complete program, administrative and management services for foundations and trusts" as well as a charitable gift fund. :*It was originally the philanthropy service of the Rockefeller Family :*Now an independent non-profit :*RPA also supports the [http://www.cdproject.net Carbon Disclosure Project] *SEI founded in 2005 *Publishes the [http://www.GreenReportCard.org College Sustainability Report Card] :*322 colleges & universities :*300 with the largest endowments :*22 additional asked to be included [http://www.endowmentinstitute.org/mark_orlowski_bio.html Mark Orlowski] is the Founder and Executive Directo :*Mark's [http://www.linkedin.com/profile?viewProfile=&key=50133917 LinkedIn profile] Mark Orlowski 45 Mt. Auburn Street Cambridge, MA 02138 Office: 617-860-5454 x7 mark@endowmentinstitute.org === Posting === *Was posted to the Boston Area Sustainable Investment Consortium (BASIC)listserv on 2/11/10 I hope that you are well. I would appreciate your help in finding a dynamic nonprofit leader to become the first Managing Director of the Sustainable Endowments Institute. We are looking for candidates with successful track records in nonprofit leadership and experience/interests related to sustainability and higher education. The Managing Director will work closely with me in my role as Executive Director. Do you have any friends or colleagues with appropriate experience/skills who are looking for new professional opportunities? If so, please send them the enclosed job description (see below). '''Managing Director''' :*Sustainable Endowments Institute, special project of Rockefeller Philanthropy Advisors *Location: Cambridge, Massachusetts *Start date: March 15, 2010 (some flexibility) *Last day to apply: February 24, 2010 '''Description''': The Sustainable Endowments Institute is seeking a highly motivated and reliable individual for the newly created position of Managing Director. We strongly encourage individuals from diverse backgrounds to apply. The Managing Director will be a core member of the leadership team and will help set and achieve the Institute’s strategic goals. The Managing Director will also lead the College Sustainability Report Card project team. The Report Card is the only independent sustainability evaluation of campus operations and endowment investments at schools in the United States and Canada. To access previous editions of the Report Card, which have been viewed by more than 600,000 people, visit www.GreenReportCard.org. The Sustainable Endowments Institute is a nonprofit organization engaged in research and education to advance sustainability in university campus operations and endowment practices. The Institute’s work has been featured in hundreds of print, radio, TV and online media reports including the Boston Globe, BusinessWeek.com, CNN Money, Chronicle of Higher Education, Forbes.com, Grist, Chronicle of Philanthropy, New York Times, USA Today and the PBS newsmagazine NOW. Founded in 2005, the Institute is a special project of Rockefeller Philanthropy Advisors and receives support from donors including the Rockefeller Brothers Fund, Nathan Cummings Foundation, Roy A. Hunt Foundation, Surdna Foundation, United Nations Foundation, and the V. Kann Rasmussen Foundation. Located in Harvard Square, Cambridge, our office is easily accessible by public transportation. We encourage applicants to familiarize themselves with our website before applying: www.GreenReportCard.org. '''Responsibilities''': The Managing Director’s job duties include, but are not limited to: *Managing a team of Research Fellows *Assisting the Executive Director with strategic planning *Working with Institute staff on current and new research *Developing relationships with both new and existing funders *Preparing grant proposals *Giving presentations on college campuses and at conferences *Identifying and hiring research staff and consultants *Developing and coordinating innovative outreach strategies. '''Qualifications''': *Experience in advancing sustainability on college campuses *At least 3-5 years of relevant work experience *Excellent organizational and project management skills *Prior experience with grant writing and/or other fundraising activities highly desirable *Strong oral and written communication skills *Public speaking experience desirable *High level of proficiency in Word, Excel, PowerPoint and email communication *Self-directed performance leadership *Flexible and cooperative work ethic *Bachelor’s degree in related field *Master's or other graduate level degree in nonprofit management, sustainability, or related field desirable. '''How to Apply''': Candidates should submit a resume, cover letter, and writing sample as Microsoft Word or PDF file attachments. Send to Mark Orlowski, Executive Director at the following email: jobs@endowmentinstitute.org. Please address the following questions within the body of your cover letter: *How did you hear about the Managing Director opportunity? *Why are you interested in working for the Sustainable Endowments Institute? *What experiences—work-related or otherwise—have you had on the topic of campus and/or endowment sustainability? *What experiences—work-related or otherwise—have you had with project management? *What experiences—work-related or otherwise—have you had with fundraising or grant writing? *What set of skills and/or experiences do you have to offer that will be particularly beneficial in pursuing the mission of the Institute? *What are you hoping to gain from serving as Managing Director of the Institute? ==== Additional Posting Information ==== *Posted by Marcela Pinilla, Environmental, Social & Governance Analyst at Walden Asset Management *From the SRI Forum ---- cna4imz58imprvik5rs25x27ftnskyj 1549 1548 2024-05-24T04:57:45Z Michael 1 1 revision imported 1548 wikitext text/x-wiki *[[Media:Greis Sustainable Endowments Managing Director.doc|Cover Letter]] as submitted :*Included NHS Graduation speech and Ocean Science workgroup report as writing samples *The [http://www.endowmentinstitute.org Sustainable Endowments Institute] - "research and education to advance sustainability in campus operations and endowment practices" *The Sustainable Endowments Institute is a special project of [http://rockpa.org/special_programs/ Rockefeller Philanthropy Advisors] :*RPA is a philanthropy service - "provides research and counsel on charitable giving, develops philanthropy programs, and offers complete program, administrative and management services for foundations and trusts" as well as a charitable gift fund. :*It was originally the philanthropy service of the Rockefeller Family :*Now an independent non-profit :*RPA also supports the [http://www.cdproject.net Carbon Disclosure Project] *SEI founded in 2005 *Publishes the [http://www.GreenReportCard.org College Sustainability Report Card] :*322 colleges & universities :*300 with the largest endowments :*22 additional asked to be included [http://www.endowmentinstitute.org/mark_orlowski_bio.html Mark Orlowski] is the Founder and Executive Directo :*Mark's [http://www.linkedin.com/profile?viewProfile=&key=50133917 LinkedIn profile] Mark Orlowski 45 Mt. Auburn Street Cambridge, MA 02138 Office: 617-860-5454 x7 mark@endowmentinstitute.org === Posting === *Was posted to the Boston Area Sustainable Investment Consortium (BASIC)listserv on 2/11/10 I hope that you are well. I would appreciate your help in finding a dynamic nonprofit leader to become the first Managing Director of the Sustainable Endowments Institute. We are looking for candidates with successful track records in nonprofit leadership and experience/interests related to sustainability and higher education. The Managing Director will work closely with me in my role as Executive Director. Do you have any friends or colleagues with appropriate experience/skills who are looking for new professional opportunities? If so, please send them the enclosed job description (see below). '''Managing Director''' :*Sustainable Endowments Institute, special project of Rockefeller Philanthropy Advisors *Location: Cambridge, Massachusetts *Start date: March 15, 2010 (some flexibility) *Last day to apply: February 24, 2010 '''Description''': The Sustainable Endowments Institute is seeking a highly motivated and reliable individual for the newly created position of Managing Director. We strongly encourage individuals from diverse backgrounds to apply. The Managing Director will be a core member of the leadership team and will help set and achieve the Institute’s strategic goals. The Managing Director will also lead the College Sustainability Report Card project team. The Report Card is the only independent sustainability evaluation of campus operations and endowment investments at schools in the United States and Canada. To access previous editions of the Report Card, which have been viewed by more than 600,000 people, visit www.GreenReportCard.org. The Sustainable Endowments Institute is a nonprofit organization engaged in research and education to advance sustainability in university campus operations and endowment practices. The Institute’s work has been featured in hundreds of print, radio, TV and online media reports including the Boston Globe, BusinessWeek.com, CNN Money, Chronicle of Higher Education, Forbes.com, Grist, Chronicle of Philanthropy, New York Times, USA Today and the PBS newsmagazine NOW. Founded in 2005, the Institute is a special project of Rockefeller Philanthropy Advisors and receives support from donors including the Rockefeller Brothers Fund, Nathan Cummings Foundation, Roy A. Hunt Foundation, Surdna Foundation, United Nations Foundation, and the V. Kann Rasmussen Foundation. Located in Harvard Square, Cambridge, our office is easily accessible by public transportation. We encourage applicants to familiarize themselves with our website before applying: www.GreenReportCard.org. '''Responsibilities''': The Managing Director’s job duties include, but are not limited to: *Managing a team of Research Fellows *Assisting the Executive Director with strategic planning *Working with Institute staff on current and new research *Developing relationships with both new and existing funders *Preparing grant proposals *Giving presentations on college campuses and at conferences *Identifying and hiring research staff and consultants *Developing and coordinating innovative outreach strategies. '''Qualifications''': *Experience in advancing sustainability on college campuses *At least 3-5 years of relevant work experience *Excellent organizational and project management skills *Prior experience with grant writing and/or other fundraising activities highly desirable *Strong oral and written communication skills *Public speaking experience desirable *High level of proficiency in Word, Excel, PowerPoint and email communication *Self-directed performance leadership *Flexible and cooperative work ethic *Bachelor’s degree in related field *Master's or other graduate level degree in nonprofit management, sustainability, or related field desirable. '''How to Apply''': Candidates should submit a resume, cover letter, and writing sample as Microsoft Word or PDF file attachments. Send to Mark Orlowski, Executive Director at the following email: jobs@endowmentinstitute.org. Please address the following questions within the body of your cover letter: *How did you hear about the Managing Director opportunity? *Why are you interested in working for the Sustainable Endowments Institute? *What experiences—work-related or otherwise—have you had on the topic of campus and/or endowment sustainability? *What experiences—work-related or otherwise—have you had with project management? *What experiences—work-related or otherwise—have you had with fundraising or grant writing? *What set of skills and/or experiences do you have to offer that will be particularly beneficial in pursuing the mission of the Institute? *What are you hoping to gain from serving as Managing Director of the Institute? ==== Additional Posting Information ==== *Posted by Marcela Pinilla, Environmental, Social & Governance Analyst at Walden Asset Management *From the SRI Forum ---- cna4imz58imprvik5rs25x27ftnskyj 0 791 1550 2011-01-27T16:50:49Z Greis>Michael 0 Created page with '*Applied - :*Resume - '''mjg resume scc''' :*Cover Letter - '''mjg sustainalytics''' *Posting :*[http://www.socialinvest.org/resources/jobs/view_job.cfm?Job_ID=299|SIF Forum] …' 1550 wikitext text/x-wiki *Applied - :*Resume - '''mjg resume scc''' :*Cover Letter - '''mjg sustainalytics''' *Posting :*[http://www.socialinvest.org/resources/jobs/view_job.cfm?Job_ID=299|SIF Forum] job board :*January, 2011 :*'''sustainalytics junior analyst.pdf''' === Posting === *Organization: Sustainalytics *Location: Amsterdam, Boston, Frankfurt or Toronto *Type: Full-Time *Job description: ABOUT SUSTAINALYTICS Sustainalytics is a global leader in sustainability research and analysis, serving investors and financial institutions around the world. Our international perspective is strengthened by nearly 20 years of local experience and expertise in the Responsible Investment (RI) and Socially Responsible Investment (SRI) markets. Sustainalytics strives to provide consistently high-quality solutions and to remain responsive to the current and future needs of our clients. Headquartered in Amsterdam and with more than 80 employees globally, the firm operates as Jantzi-Sustainalytics in North America with local offices in Boston, Frankfurt, Madrid and Toronto. POSITION DETAILS *Job Type: Full-time *Employment Type: Permanent *Pay Type: Salaried *Position Level: Junior/Entry-Level ('''The company may consider extremely well qualified applicants for an Analyst position level and salary.''') *Reports to: Manager, Research Products Team *Start date: March/April 1, 2011 POSITION PURPOSE To work as part of a global research team committed to the development of responsible investing and sustainability. KEY RESPONSIBILITIES *Research, analyze and rate the ESG performance of Japanese, publicly-traded companies and prepare profiles to be published in the Sustainalytics Platform *Participate in quality assurance and best-of-sector analysis for assigned peer groups *Contribute to the development of intellectual capital and thought leadership through report-writing and public-facing activities REQUIRED QUALIFICATIONS *Undergraduate degree in related discipline (environment, social sciences or business) *Interest in corporate social responsibility, sustainability, and/or responsible investing *Written and spoken Japanese language skills *Strong research and analytical skills *Excellent business writing skills in English *Proficiency in Microsoft Word, Outlook and PowerPoint *Meticulousness and attentiveness to detail *Flexibility and adaptability DESIRED QUALIFICATIONS *Academic background in finance *Relevant work experience in related field(s) *Demonstrated knowledge and understanding of corporate social responsibility, sustainability, and/or responsible investing *Proficiency in Microsoft Excel *Strong public speaking skills REMUNERATION *Salary is in the range of: EUR 27,500-37,500 in Amsterdam or Frankfurt; and CAD/USD 32,500-40,000 in Toronto or Boston; commensurate with qualifications and experience, plus benefits. TO APPLY Please send a cover letter and resume to careers@sustainalytics.com, citing “Junior Analyst – [Name]” in the subject line. Please include your university grade point average in your resume. All applications will be treated with the highest level of discretion and will be accepted until 5:00pm on Friday, February 4, 2011. Only those selected for an interview will be contacted. ---- lp6kgj20s5sx44p220mco5sxbr4o9gt 1551 1550 2024-05-24T04:57:45Z Michael 1 1 revision imported 1550 wikitext text/x-wiki *Applied - :*Resume - '''mjg resume scc''' :*Cover Letter - '''mjg sustainalytics''' *Posting :*[http://www.socialinvest.org/resources/jobs/view_job.cfm?Job_ID=299|SIF Forum] job board :*January, 2011 :*'''sustainalytics junior analyst.pdf''' === Posting === *Organization: Sustainalytics *Location: Amsterdam, Boston, Frankfurt or Toronto *Type: Full-Time *Job description: ABOUT SUSTAINALYTICS Sustainalytics is a global leader in sustainability research and analysis, serving investors and financial institutions around the world. Our international perspective is strengthened by nearly 20 years of local experience and expertise in the Responsible Investment (RI) and Socially Responsible Investment (SRI) markets. Sustainalytics strives to provide consistently high-quality solutions and to remain responsive to the current and future needs of our clients. Headquartered in Amsterdam and with more than 80 employees globally, the firm operates as Jantzi-Sustainalytics in North America with local offices in Boston, Frankfurt, Madrid and Toronto. POSITION DETAILS *Job Type: Full-time *Employment Type: Permanent *Pay Type: Salaried *Position Level: Junior/Entry-Level ('''The company may consider extremely well qualified applicants for an Analyst position level and salary.''') *Reports to: Manager, Research Products Team *Start date: March/April 1, 2011 POSITION PURPOSE To work as part of a global research team committed to the development of responsible investing and sustainability. KEY RESPONSIBILITIES *Research, analyze and rate the ESG performance of Japanese, publicly-traded companies and prepare profiles to be published in the Sustainalytics Platform *Participate in quality assurance and best-of-sector analysis for assigned peer groups *Contribute to the development of intellectual capital and thought leadership through report-writing and public-facing activities REQUIRED QUALIFICATIONS *Undergraduate degree in related discipline (environment, social sciences or business) *Interest in corporate social responsibility, sustainability, and/or responsible investing *Written and spoken Japanese language skills *Strong research and analytical skills *Excellent business writing skills in English *Proficiency in Microsoft Word, Outlook and PowerPoint *Meticulousness and attentiveness to detail *Flexibility and adaptability DESIRED QUALIFICATIONS *Academic background in finance *Relevant work experience in related field(s) *Demonstrated knowledge and understanding of corporate social responsibility, sustainability, and/or responsible investing *Proficiency in Microsoft Excel *Strong public speaking skills REMUNERATION *Salary is in the range of: EUR 27,500-37,500 in Amsterdam or Frankfurt; and CAD/USD 32,500-40,000 in Toronto or Boston; commensurate with qualifications and experience, plus benefits. TO APPLY Please send a cover letter and resume to careers@sustainalytics.com, citing “Junior Analyst – [Name]” in the subject line. Please include your university grade point average in your resume. All applications will be treated with the highest level of discretion and will be accepted until 5:00pm on Friday, February 4, 2011. Only those selected for an interview will be contacted. ---- lp6kgj20s5sx44p220mco5sxbr4o9gt 0 792 1552 2011-04-06T20:34:20Z Greis>Michael 0 Created page with '*Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*From BASIC List ::*March 28, 2011 ::*Posted by Brad Peirce <brad@naturalinks.com> === Posting === TD Bank N…' 1552 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*From BASIC List ::*March 28, 2011 ::*Posted by Brad Peirce <brad@naturalinks.com> === Posting === TD Bank NA is looking to hire a Senior Manager for TD Environment. The main objectives of the position are: * to advance the environment agenda in TD Bank NA; * to provide subject matter expertise and advisory services to TD Bank NA business partners and executives; * to be an environmental spokesperson for TD Bank NA. The position has dual reporting to the Chief Environment Officer and TD Bank NA. Key internal business partners include real estate, IT, strategic sourcing, community affairs, the retail and commercial bank, risk management and marketing. This position will also provide support to TD’s Government Relations and Economics groups, on an issue-specific basis. The mandate of the TD Environment team is to develop and set standards for TD’s enterprise-wide Environment Programs. TD Environment provides subject matter expertise and works collaboratively with TD business partners to implement environmental programs and initiatives relating to: *The environmental footprint of our business operations *Environmental risk in financing activities *Development of green products and services; and *Engaging with key internal and external environmental stakeholders. *Specific responsibilities include: :*To work closely with the Chief Environment Officer and other members of the TD Environment team to promote TD’s environmental standards and programs and report on progress against goals and targets; :*Promote awareness and communications within TD Bank NA regarding environmental issues; :*To provide environmental subject matter expertise and conduct research and analysis to support internal business partners; :*To participate in development of TD’s policy, practices and procedures relating to environmental issues; :*To provide a primary contact for internal business partners within TD Bank NA on issues relating to the environment; :*To direct and advise business units on requirements and schedules for collection of information required for the Environmental Management System and reporting requirements; :*To provide a primary contact with external stakeholders, such as clients and customers, suppliers and NGOs, on issues relating to TD’s environmental performance; and :*Represent TD as an environmental spokesperson at external forums. Skills: *Deep, objective knowledge of environmental issues and related public policy gained through a combination of educational post-graduate experience in environmental science or related fields and 8-10 years of work experience; *Ability to develop the business case for environment *Good understanding of regulatory environment, key stakeholders relevant to operation of TD Bank NA *Great negotiating and influencing skills *Excellent oral and written communication skills *Ability to work independently, think critically, multitask and make decisions in a fast-paced environment *Strong relationship building skills, a good ‘people’ person, an influencer *Strong project management skills *Commitment to continuous improvement *Can-do attitude *Practical and pragmatic. All qualified candidates, please send resumes to: rob.wells@yesbank.com ---- c2em3cqzwv3gpakrscp5ybkpeqc43b7 1553 1552 2024-05-24T04:57:45Z Michael 1 1 revision imported 1552 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*From BASIC List ::*March 28, 2011 ::*Posted by Brad Peirce <brad@naturalinks.com> === Posting === TD Bank NA is looking to hire a Senior Manager for TD Environment. The main objectives of the position are: * to advance the environment agenda in TD Bank NA; * to provide subject matter expertise and advisory services to TD Bank NA business partners and executives; * to be an environmental spokesperson for TD Bank NA. The position has dual reporting to the Chief Environment Officer and TD Bank NA. Key internal business partners include real estate, IT, strategic sourcing, community affairs, the retail and commercial bank, risk management and marketing. This position will also provide support to TD’s Government Relations and Economics groups, on an issue-specific basis. The mandate of the TD Environment team is to develop and set standards for TD’s enterprise-wide Environment Programs. TD Environment provides subject matter expertise and works collaboratively with TD business partners to implement environmental programs and initiatives relating to: *The environmental footprint of our business operations *Environmental risk in financing activities *Development of green products and services; and *Engaging with key internal and external environmental stakeholders. *Specific responsibilities include: :*To work closely with the Chief Environment Officer and other members of the TD Environment team to promote TD’s environmental standards and programs and report on progress against goals and targets; :*Promote awareness and communications within TD Bank NA regarding environmental issues; :*To provide environmental subject matter expertise and conduct research and analysis to support internal business partners; :*To participate in development of TD’s policy, practices and procedures relating to environmental issues; :*To provide a primary contact for internal business partners within TD Bank NA on issues relating to the environment; :*To direct and advise business units on requirements and schedules for collection of information required for the Environmental Management System and reporting requirements; :*To provide a primary contact with external stakeholders, such as clients and customers, suppliers and NGOs, on issues relating to TD’s environmental performance; and :*Represent TD as an environmental spokesperson at external forums. Skills: *Deep, objective knowledge of environmental issues and related public policy gained through a combination of educational post-graduate experience in environmental science or related fields and 8-10 years of work experience; *Ability to develop the business case for environment *Good understanding of regulatory environment, key stakeholders relevant to operation of TD Bank NA *Great negotiating and influencing skills *Excellent oral and written communication skills *Ability to work independently, think critically, multitask and make decisions in a fast-paced environment *Strong relationship building skills, a good ‘people’ person, an influencer *Strong project management skills *Commitment to continuous improvement *Can-do attitude *Practical and pragmatic. All qualified candidates, please send resumes to: rob.wells@yesbank.com ---- c2em3cqzwv3gpakrscp5ybkpeqc43b7 0 793 1554 2012-12-04T14:36:29Z Greis>Michael 0 1554 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.com/job-4000000001097393.htm?source=EM:efc_namerica=105 eFC] :*Also at [http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=5021016&SEO=1&MemID=441432&MemKey=hjgulv45givggy22v5kkownv CFA Institute Jobline] :*October, 2012; December 2012 === Posting === The Associate Advisor will be partnered with a Senior Advisor or multiple WM Advisors and their books of business. The individual in this role will oversee select client relationships that are less complex and relationship activities for the entire practice while developing Wealth Management product knowledge and learning fundamental practice management techniques. RESPONSIBILITIES :*Serves as relationship management point of contact for clients of partner Wealth Management Advisors and Senior Advisors :*Delivers advice requests for clients with net worth up to $1.5M, &lt; $500,000 in outside assets :*Conducts Annual Reviews for clients (see parameters above) :*Communicates the Wealth Management value proposition :*Proactively communicates with clients and follows up on advice delivery (income distribution/advice implementation) :*Conducts the initial client interview process in the absence of the client's Wealth Management Advisor/Senior Advisor :*Enters financial data into the appropriate systems in order to produce financial solutions for select clients :*Executes client transaction requests, such as implementing advice recommendations :*Responsible for identifying sales and asset retention opportunities :*Assesses a client's financial situation and personal circumstances to provide a distinctive experience and appropriate advice aimed at instilling the confidence to grow and retain the client relationship :*Local or regional travel may be required Qualifications • Excellent relationship management skills • Motivation to expand skills and knowledge to include activities such as outreach, delivering financial plans and advice, growing share of relationship/selling financial solutions, etc. • Open and responsive to coaching and mentoring from Advisory partner • Knowledge of TIAA-CREF retirement and investment products and understanding of financial markets, products and services • Ability to deliver asset allocation and guidance • Able to explain/translate complex financial concepts in a clear and organized manner • Strong interpersonal skills, self-confidence, professional demeanor • Affinity for detail orientation and adherence to documentation requirements • Proven track record in managing relationships with high net worth clients including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues • Excellent interpersonal skills and relationship building skills • Experience with client relationship management (CRM) systems • At least 2 years working in a financial sales/service capacity with high net worth clients • Industry designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), etc. are preferred • Requires NASD Series 7 and 66 (or combination of 63 and 65) licenses within the first three months of hire or transfer • Requires state insurance licensing in appropriate jurisdictions (including state of residence) within the first six months of hire or transfer. On an exception basis, license strategy differences may be accommodated with written approval from a supervising principal. Approvals may be found in the representative file • Must comply with all regulatory requirements and remain in good standing with regulatory agencies EDUCATION Bachelor's degree or the equivalent combination of education and experience ---- rx1dorg3rn2s4fu3ysg61zvuwtxp7xr 1555 1554 2024-05-24T04:57:45Z Michael 1 1 revision imported 1554 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/OPPORTUNITY_NAME/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.com/job-4000000001097393.htm?source=EM:efc_namerica=105 eFC] :*Also at [http://jobline.cfainstitute.org/searchv3/detail/publicView.cfm?job=5021016&SEO=1&MemID=441432&MemKey=hjgulv45givggy22v5kkownv CFA Institute Jobline] :*October, 2012; December 2012 === Posting === The Associate Advisor will be partnered with a Senior Advisor or multiple WM Advisors and their books of business. The individual in this role will oversee select client relationships that are less complex and relationship activities for the entire practice while developing Wealth Management product knowledge and learning fundamental practice management techniques. RESPONSIBILITIES :*Serves as relationship management point of contact for clients of partner Wealth Management Advisors and Senior Advisors :*Delivers advice requests for clients with net worth up to $1.5M, &lt; $500,000 in outside assets :*Conducts Annual Reviews for clients (see parameters above) :*Communicates the Wealth Management value proposition :*Proactively communicates with clients and follows up on advice delivery (income distribution/advice implementation) :*Conducts the initial client interview process in the absence of the client's Wealth Management Advisor/Senior Advisor :*Enters financial data into the appropriate systems in order to produce financial solutions for select clients :*Executes client transaction requests, such as implementing advice recommendations :*Responsible for identifying sales and asset retention opportunities :*Assesses a client's financial situation and personal circumstances to provide a distinctive experience and appropriate advice aimed at instilling the confidence to grow and retain the client relationship :*Local or regional travel may be required Qualifications • Excellent relationship management skills • Motivation to expand skills and knowledge to include activities such as outreach, delivering financial plans and advice, growing share of relationship/selling financial solutions, etc. • Open and responsive to coaching and mentoring from Advisory partner • Knowledge of TIAA-CREF retirement and investment products and understanding of financial markets, products and services • Ability to deliver asset allocation and guidance • Able to explain/translate complex financial concepts in a clear and organized manner • Strong interpersonal skills, self-confidence, professional demeanor • Affinity for detail orientation and adherence to documentation requirements • Proven track record in managing relationships with high net worth clients including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues • Excellent interpersonal skills and relationship building skills • Experience with client relationship management (CRM) systems • At least 2 years working in a financial sales/service capacity with high net worth clients • Industry designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), etc. are preferred • Requires NASD Series 7 and 66 (or combination of 63 and 65) licenses within the first three months of hire or transfer • Requires state insurance licensing in appropriate jurisdictions (including state of residence) within the first six months of hire or transfer. On an exception basis, license strategy differences may be accommodated with written approval from a supervising principal. Approvals may be found in the representative file • Must comply with all regulatory requirements and remain in good standing with regulatory agencies EDUCATION Bachelor's degree or the equivalent combination of education and experience ---- rx1dorg3rn2s4fu3ysg61zvuwtxp7xr 0 794 1556 2012-12-28T19:00:51Z Greis>Michael 0 Created page with "__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/OpportunitiesThomson Reuters Global Project Manager/Notes|Notes]] *Posting :*[http://jobs.efinanci..." 1556 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/OpportunitiesThomson Reuters Global Project Manager/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.com/job-4000000001130007.htm?dpfl=true&utm_campaign=JS_US_JOB_ALERT&utm_source=AMS_US_ENG&utm_medium=EM_PSA eFC] :*December, 2012 === Posting === *Company - Thomson Reuters *Location - Boston, MA *Compensation - Not specified *Position Type - Permanent *Employment type - Full time *Updated - Dec 17, 2012 *eFC Ref no - 1141599 Global Business and Strategy Manager, SCS * Ability to support major new business and work with sales to grow existing customers in a complex, competitive market * Outstanding presentation skills both to internal and external audiences * Ability to work effectively in a fast paced, Global Business and Strategy Manager, SCS Ability to support major new business and work with sales to grow existing customers in a complex, competitive market Outstanding presentation skills both to internal and external audiences Ability to work effectively in a fast paced, rapidly changing technology environment, and to work on multiple work streams simultaneously Previous and significant experience supporting the RFP and RFI process Knowledge of the financial services space with an emphasis on compliance, regulation and processes to enhance processes around them Strategic thinking skills; able to plan and execute account strategies Ability to interact with customers in a consultative, face-to-face selling environment in a way that builds value for the customer and facilitates opportunities for future sales. Ability to work well with cross-functional teams to accomplish objectives Effective time-management skills Solid experience in being a critical part of a sophisticated sales process, including strong competency with multi-location organizations We are the leading source of intelligent information for the world's businesses and professionals, providing customers with competitive advantage. Intelligent information is a unique synthesis of human intelligence, industry expertise and innovative technology that provides decision-makers with the knowledge to act, enabling them to make better decisions faster. We deliver this must-have insight to the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world's most trusted news organization. Masters degree in Business Administration (or Bachelor's degree in related field plus five years experience) One year of experience providing financial and risk assessment in multiple regions for global business development with major clients. Experience serving within global cross functional teams. Requires experience in sales strategy development and account management as well as range of financial markets, including bonds, futures, options, and FX in order to perform due diligence and financial/risk analysis. At Thomson Reuters, we believe what we do matters. We are passionate about our work, inspired by the impact it has on our business and our customers. As a team, we believe in winning as one - collaborating to reach shared goals, and developing through challenging and meaningful experiences. With over 60,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Making this happen is a dynamic, evolving process, and we count on each employee to be a catalyst in driving our performance - and their own. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. Intrigued by a challenge as large and fascinating as the world itself? Come join us. To learn more about what we offer, please visit careers.thomsonreuters.com. ---- 2xeko5elk67e38f2wxoxng2go235x89 1557 1556 2024-05-24T04:57:45Z Michael 1 1 revision imported 1556 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/OpportunitiesThomson Reuters Global Project Manager/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.com/job-4000000001130007.htm?dpfl=true&utm_campaign=JS_US_JOB_ALERT&utm_source=AMS_US_ENG&utm_medium=EM_PSA eFC] :*December, 2012 === Posting === *Company - Thomson Reuters *Location - Boston, MA *Compensation - Not specified *Position Type - Permanent *Employment type - Full time *Updated - Dec 17, 2012 *eFC Ref no - 1141599 Global Business and Strategy Manager, SCS * Ability to support major new business and work with sales to grow existing customers in a complex, competitive market * Outstanding presentation skills both to internal and external audiences * Ability to work effectively in a fast paced, Global Business and Strategy Manager, SCS Ability to support major new business and work with sales to grow existing customers in a complex, competitive market Outstanding presentation skills both to internal and external audiences Ability to work effectively in a fast paced, rapidly changing technology environment, and to work on multiple work streams simultaneously Previous and significant experience supporting the RFP and RFI process Knowledge of the financial services space with an emphasis on compliance, regulation and processes to enhance processes around them Strategic thinking skills; able to plan and execute account strategies Ability to interact with customers in a consultative, face-to-face selling environment in a way that builds value for the customer and facilitates opportunities for future sales. Ability to work well with cross-functional teams to accomplish objectives Effective time-management skills Solid experience in being a critical part of a sophisticated sales process, including strong competency with multi-location organizations We are the leading source of intelligent information for the world's businesses and professionals, providing customers with competitive advantage. Intelligent information is a unique synthesis of human intelligence, industry expertise and innovative technology that provides decision-makers with the knowledge to act, enabling them to make better decisions faster. We deliver this must-have insight to the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world's most trusted news organization. Masters degree in Business Administration (or Bachelor's degree in related field plus five years experience) One year of experience providing financial and risk assessment in multiple regions for global business development with major clients. Experience serving within global cross functional teams. Requires experience in sales strategy development and account management as well as range of financial markets, including bonds, futures, options, and FX in order to perform due diligence and financial/risk analysis. At Thomson Reuters, we believe what we do matters. We are passionate about our work, inspired by the impact it has on our business and our customers. As a team, we believe in winning as one - collaborating to reach shared goals, and developing through challenging and meaningful experiences. With over 60,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Making this happen is a dynamic, evolving process, and we count on each employee to be a catalyst in driving our performance - and their own. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. Intrigued by a challenge as large and fascinating as the world itself? Come join us. To learn more about what we offer, please visit careers.thomsonreuters.com. ---- 2xeko5elk67e38f2wxoxng2go235x89 0 795 1558 2012-12-28T18:56:04Z Greis>Michael 0 Created page with "__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' Information only? *[[Career/Opportunities/Tiandi Senior Associate/Notes|Notes]] *Posting :*[http://jobs.efin..." 1558 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' Information only? *[[Career/Opportunities/Tiandi Senior Associate/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.com/job-4000000001130020.htm?dpfl=true&utm_campaign=JS_US_JOB_ALERT&utm_source=AMS_US_ENG&utm_medium=EM_PSA eFC] :*December, 2012 === Posting === *Company - TianDi Growth Capital *Location - Boston, MA *Compensation - competitive, based on experience *Position Type - Permanent *Employment type - Full time *Updated - Dec 18, 2012 *eFC Ref no - 1141612 Shanghai based Cleantech fund seeks US based investment professional to source cleantech opportunities for manufacture or joint venture in China. Cleantech investment experience required; Mandarin language a plus. The successful candidate will have several years experience sourcing and analyzing cleantech investment opportunities. This candidate will be responsible for all sourcing activities in the United States and Canada. Target opportunities are established cleantech companies with a product who are looking to expand sales through access to the large China market, and lower manufacturing costs through scale manufacturing. Typical investment size is $5-20 million per company. Candidate must be knowledgeable about many cleantech sectors with an understanding of key success factors in each sector. Candidate must also have technical background sufficient to analyze key technologies in various sectors. Ability to speak Mandarin not required but a plus. Candidate will report to General Partner based in Boston, Massachusetts, and also interact with investment team based in Shanghai. ---- ceei65dlrzluz02bv2u1jhujbhxxmn6 1559 1558 2024-05-24T04:57:45Z Michael 1 1 revision imported 1558 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' Information only? *[[Career/Opportunities/Tiandi Senior Associate/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.com/job-4000000001130020.htm?dpfl=true&utm_campaign=JS_US_JOB_ALERT&utm_source=AMS_US_ENG&utm_medium=EM_PSA eFC] :*December, 2012 === Posting === *Company - TianDi Growth Capital *Location - Boston, MA *Compensation - competitive, based on experience *Position Type - Permanent *Employment type - Full time *Updated - Dec 18, 2012 *eFC Ref no - 1141612 Shanghai based Cleantech fund seeks US based investment professional to source cleantech opportunities for manufacture or joint venture in China. Cleantech investment experience required; Mandarin language a plus. The successful candidate will have several years experience sourcing and analyzing cleantech investment opportunities. This candidate will be responsible for all sourcing activities in the United States and Canada. Target opportunities are established cleantech companies with a product who are looking to expand sales through access to the large China market, and lower manufacturing costs through scale manufacturing. Typical investment size is $5-20 million per company. Candidate must be knowledgeable about many cleantech sectors with an understanding of key success factors in each sector. Candidate must also have technical background sufficient to analyze key technologies in various sectors. Ability to speak Mandarin not required but a plus. Candidate will report to General Partner based in Boston, Massachusetts, and also interact with investment team based in Shanghai. ---- ceei65dlrzluz02bv2u1jhujbhxxmn6 0 796 1560 2011-07-26T22:26:02Z Greis>Michael 0 Created page with '*Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[https://careers.peopleclick.com/careerscp/client_watsonwyatt/external/jobDetails.do?functionName=getJobDetail…' 1560 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[https://careers.peopleclick.com/careerscp/client_watsonwyatt/external/jobDetails.do?functionName=getJobDetail&jobPostId=40697&localeCode=en-us Towers Watson career site] :*July, 2011 *Searched Towers Watson after hearing Roger Urwin on MSCI ESG webinar === Posting === :Account Director - Boston :Job ID#: 8768 :Location: Boston, MA :Segment Other :Business Area Growth :Employment Status: Regular Full-Time :Minimum Education: Bachelors Degree :Minimum Experience: 10 years ==== The Company ==== Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, financial and risk management. With 14,000 associates around the world, we offer solutions in the areas of employee benefit programs, talent and reward programs, and risk and capital management. ==== The Business ==== The Towers Watson Client Development Group's primary function is to build and expand client relationships with our Target Market Organizations which are typically Fortune 1,000 companies and their equivalents. This includes responsibilities for growing revenue and managing a portfolio of clients across all three Segments of our business. ==== The Role ==== As an Account Director you will be responsible for the results and performance of a book of business comprised of Target Market Organization clients and prospects. Primarily focusing on organizations in the greater Boston area, you will: * Become the strategic partner for assigned Target Market Organization clients and prospects, addressing their short and long term goals by structuring solutions that integrate expertise and capabilities from all three of our business Segments * Collaborate with the Managing Consultant and Office Line of Business leaders to ensure that revenue growth and profit targets for your assigned clients and prospects are met * Understand and stay current on each client’s/prospect’s business situation, strategy and HR, risk and finance needs * Become influential at many levels of the clients’/prospects’ organization to promote new and recurring business and manage existing revenue and profit streams * Develop, lead and inspire teams from all business segments in sales efforts * Act as a role model throughout Towers Watson for effective client partnering and financial management, including communicating with the client and client teams, coordinating multiple practice projects, resolving conflicts, managing client financials and reviewing work products as needed to ensure quality * Ensure client relationships are secure and financially sound, and that all parties clearly understand the financial arrangements, scopes of work, policies and procedures * Oversee procurement and contract negotiations ==== The Requirements ==== * Proven experience and excellent track record selling professional services to complex global organizations in the areas of people management, financial management, and/or risk management * Ability to diagnose complex client issues, comprehend the full breadth of Towers Watson’s services, blend them into practical solutions that meet our clients’ needs, and articulate them to C-Suite buyers across multiple disciplines * An executive presence with polished and well developed oral and written communication skills * Ability to successfully direct multiple projects and ensure quality deliverables on time and within budget * Senior level consulting experience aligned with one of our three Segments is a plus * Availability to travel on an as needed basis * Undergraduate degree required ---- dqanl0fu8qgl5ugpq7ah3kqz0f4ajrf 1561 1560 2024-05-24T04:57:45Z Michael 1 1 revision imported 1560 wikitext text/x-wiki *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *Posting :*[https://careers.peopleclick.com/careerscp/client_watsonwyatt/external/jobDetails.do?functionName=getJobDetail&jobPostId=40697&localeCode=en-us Towers Watson career site] :*July, 2011 *Searched Towers Watson after hearing Roger Urwin on MSCI ESG webinar === Posting === :Account Director - Boston :Job ID#: 8768 :Location: Boston, MA :Segment Other :Business Area Growth :Employment Status: Regular Full-Time :Minimum Education: Bachelors Degree :Minimum Experience: 10 years ==== The Company ==== Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, financial and risk management. With 14,000 associates around the world, we offer solutions in the areas of employee benefit programs, talent and reward programs, and risk and capital management. ==== The Business ==== The Towers Watson Client Development Group's primary function is to build and expand client relationships with our Target Market Organizations which are typically Fortune 1,000 companies and their equivalents. This includes responsibilities for growing revenue and managing a portfolio of clients across all three Segments of our business. ==== The Role ==== As an Account Director you will be responsible for the results and performance of a book of business comprised of Target Market Organization clients and prospects. Primarily focusing on organizations in the greater Boston area, you will: * Become the strategic partner for assigned Target Market Organization clients and prospects, addressing their short and long term goals by structuring solutions that integrate expertise and capabilities from all three of our business Segments * Collaborate with the Managing Consultant and Office Line of Business leaders to ensure that revenue growth and profit targets for your assigned clients and prospects are met * Understand and stay current on each client’s/prospect’s business situation, strategy and HR, risk and finance needs * Become influential at many levels of the clients’/prospects’ organization to promote new and recurring business and manage existing revenue and profit streams * Develop, lead and inspire teams from all business segments in sales efforts * Act as a role model throughout Towers Watson for effective client partnering and financial management, including communicating with the client and client teams, coordinating multiple practice projects, resolving conflicts, managing client financials and reviewing work products as needed to ensure quality * Ensure client relationships are secure and financially sound, and that all parties clearly understand the financial arrangements, scopes of work, policies and procedures * Oversee procurement and contract negotiations ==== The Requirements ==== * Proven experience and excellent track record selling professional services to complex global organizations in the areas of people management, financial management, and/or risk management * Ability to diagnose complex client issues, comprehend the full breadth of Towers Watson’s services, blend them into practical solutions that meet our clients’ needs, and articulate them to C-Suite buyers across multiple disciplines * An executive presence with polished and well developed oral and written communication skills * Ability to successfully direct multiple projects and ensure quality deliverables on time and within budget * Senior level consulting experience aligned with one of our three Segments is a plus * Availability to travel on an as needed basis * Undergraduate degree required ---- dqanl0fu8qgl5ugpq7ah3kqz0f4ajrf 0 797 1562 2015-06-17T16:05:54Z Greis>Michael 0 1562 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Trillium Investment Manager/Notes|Notes]] *Posting :*[http://www.trilliuminvest.com/socially-responsible-investment-company/careers/ Trillium web site] :*May, 2015 === Posting === A resume with cover letter should be sent to Michelle McDonough at mmcdonough@trilliuminvest.com. Job Title: Investment Manager Office Location: Boston, MA Overview: As part of a two-manager team, the Investment Manager will cultivate new client relationships and serve as the primary professional contact for a group of existing client relationships. Job Summary *Develop and present investment management proposals to prospective clients *Assess client risk and return objectives, and make appropriate asset allocation and investment selection recommendations given these objectives. *Regularly communicate with existing clients including periodic investment review meetings and timely response to client questions *Monitor portfolio compliance with client’s investment policy statement (IPS) and asset allocation guidelines, suggesting revisions as appropriate *Actively participate in regional ESG and Impact Investment events *Participate in meetings with fellow investment managers to develop consistent application of best practices firm-wide. *Participate in research coverage and review of outside manager strategies with fellow investment managers Responsibilities and Authority *Oversee client portfolios including trade approval and cash flow management *Promptly respond to client inquiries and requests *Identify and source new prospective client opportunities *Communicate investment results and market outlook to clients *Consult with clients to establish, implement and maintain investment guidelines designed to accomplish client goals and objectives *Maintain a deep working knowledge of Trillium’s strategies and of outside manager strategies approved by Trillium for client use Knowledge and Skills Required *Strong public speaking, listening and interpersonal skills *Advanced understanding of equity portfolio characteristics and of balanced portfolio construction *Knowledge, fluency and passion for issues of corporate social responsibility *Minimum 4 years of relevant experience in financial services industry *Bachelor’s degree from an accredited college or university; *Demonstrated success working in team structure *CFA or CFP charter holder, or demonstrated commitment to obtaining within 3 years *Proficiency in MS Office – Word, Excel, PowerPoint *Organized with high attention to detail *Desire and ability to travel ---- bpj2w0b8ck0f11r764nzrhxjaxo9eex 1563 1562 2024-05-24T04:57:45Z Michael 1 1 revision imported 1562 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Trillium Investment Manager/Notes|Notes]] *Posting :*[http://www.trilliuminvest.com/socially-responsible-investment-company/careers/ Trillium web site] :*May, 2015 === Posting === A resume with cover letter should be sent to Michelle McDonough at mmcdonough@trilliuminvest.com. Job Title: Investment Manager Office Location: Boston, MA Overview: As part of a two-manager team, the Investment Manager will cultivate new client relationships and serve as the primary professional contact for a group of existing client relationships. Job Summary *Develop and present investment management proposals to prospective clients *Assess client risk and return objectives, and make appropriate asset allocation and investment selection recommendations given these objectives. *Regularly communicate with existing clients including periodic investment review meetings and timely response to client questions *Monitor portfolio compliance with client’s investment policy statement (IPS) and asset allocation guidelines, suggesting revisions as appropriate *Actively participate in regional ESG and Impact Investment events *Participate in meetings with fellow investment managers to develop consistent application of best practices firm-wide. *Participate in research coverage and review of outside manager strategies with fellow investment managers Responsibilities and Authority *Oversee client portfolios including trade approval and cash flow management *Promptly respond to client inquiries and requests *Identify and source new prospective client opportunities *Communicate investment results and market outlook to clients *Consult with clients to establish, implement and maintain investment guidelines designed to accomplish client goals and objectives *Maintain a deep working knowledge of Trillium’s strategies and of outside manager strategies approved by Trillium for client use Knowledge and Skills Required *Strong public speaking, listening and interpersonal skills *Advanced understanding of equity portfolio characteristics and of balanced portfolio construction *Knowledge, fluency and passion for issues of corporate social responsibility *Minimum 4 years of relevant experience in financial services industry *Bachelor’s degree from an accredited college or university; *Demonstrated success working in team structure *CFA or CFP charter holder, or demonstrated commitment to obtaining within 3 years *Proficiency in MS Office – Word, Excel, PowerPoint *Organized with high attention to detail *Desire and ability to travel ---- bpj2w0b8ck0f11r764nzrhxjaxo9eex 0 798 1564 2015-06-17T16:22:25Z Greis>Michael 0 1564 wikitext text/x-wiki [[involved::Michelle McDonough]] is running the search. Michelle is a partner in Trillium and the COO. She was previously the COO at Winslow Management. *{{color||2015-06-17}} - Reply from Cheryl to 6/12 note; gave my information to Michelle McDonough personally. Michelle has been traveling, so Cheryl hasn't had a chance to talk with her. *{{color||2015-05-29}}? - Sent cover letter separately *{{color||2015-05-21}} - Cheryl called to ask me to send her resume. Sent same day. *{{color||2015-05-18}} - Talked with Cheryl about the position as part of meeting e3jq37usjm4aapgy1yqe21qwp1aa1ut 1565 1564 2024-05-24T04:57:45Z Michael 1 1 revision imported 1564 wikitext text/x-wiki [[involved::Michelle McDonough]] is running the search. Michelle is a partner in Trillium and the COO. She was previously the COO at Winslow Management. *{{color||2015-06-17}} - Reply from Cheryl to 6/12 note; gave my information to Michelle McDonough personally. Michelle has been traveling, so Cheryl hasn't had a chance to talk with her. *{{color||2015-05-29}}? - Sent cover letter separately *{{color||2015-05-21}} - Cheryl called to ask me to send her resume. Sent same day. *{{color||2015-05-18}} - Talked with Cheryl about the position as part of meeting e3jq37usjm4aapgy1yqe21qwp1aa1ut 0 799 1566 2018-02-02T16:36:10Z Greis>Michael 0 1566 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Trillium Regional Sales Consultant/Notes|Notes]] *Posting :*[http://www.trilliuminvest.com/socially-responsible-investment-company/careers/ Trillium Web Site] and BASIC :*January 12, 2016 === Posting === January 2016 Job Title: Regional Sales Consultant (East Coast) Position Relationship: Reports to [[is a member of::Paul Hilton]], CFA, Partner Job Purpose: *Cultivate new business with financial advisors and other intermediaries. Principal Responsibilities: *Conduct consultative, relationship-building sales calls and meetings with financial advisors and other professionals. *Develop and execute sales plan strategies with the primary focus of prospecting new business. *Articulate portfolio strategies and approach to sustainable and responsible investing (SRI). *Work with various departments/individuals within the organization to provide ‘Best in Class’ service to financial advisors and other intermediaries. *Help with Key Accounts related outreach. *Update and maintain contact management system. *Improve data collection through CRM and reporting parties. Competencies for Success/Requirements: *Minimum of 3-5 years experience in an advisor focused sales capacity. *Understanding of sustainable and responsible investing. *Strong presentation skills. *Desire/ability to work in a small company environment. *Work out of Boston, MA. *Frequent travel expected. Headquartered in Boston, MA, Trillium Asset Management LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). With over $2 billion in assets under management, Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long-term performance. To apply please send resume and cover letter to: Paul Hilton, philton@trilliuminvest.com. Cover letter should include expected comp range, reasons for interest in SRI, comfort working for a small company, examples of sales experience, and willingness to travel. Please do not call. ---- acsagn9l64ios4lf2jzxwpt8xopb744 1567 1566 2024-05-24T04:57:45Z Michael 1 1 revision imported 1566 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Trillium Regional Sales Consultant/Notes|Notes]] *Posting :*[http://www.trilliuminvest.com/socially-responsible-investment-company/careers/ Trillium Web Site] and BASIC :*January 12, 2016 === Posting === January 2016 Job Title: Regional Sales Consultant (East Coast) Position Relationship: Reports to [[is a member of::Paul Hilton]], CFA, Partner Job Purpose: *Cultivate new business with financial advisors and other intermediaries. Principal Responsibilities: *Conduct consultative, relationship-building sales calls and meetings with financial advisors and other professionals. *Develop and execute sales plan strategies with the primary focus of prospecting new business. *Articulate portfolio strategies and approach to sustainable and responsible investing (SRI). *Work with various departments/individuals within the organization to provide ‘Best in Class’ service to financial advisors and other intermediaries. *Help with Key Accounts related outreach. *Update and maintain contact management system. *Improve data collection through CRM and reporting parties. Competencies for Success/Requirements: *Minimum of 3-5 years experience in an advisor focused sales capacity. *Understanding of sustainable and responsible investing. *Strong presentation skills. *Desire/ability to work in a small company environment. *Work out of Boston, MA. *Frequent travel expected. Headquartered in Boston, MA, Trillium Asset Management LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). With over $2 billion in assets under management, Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long-term performance. To apply please send resume and cover letter to: Paul Hilton, philton@trilliuminvest.com. Cover letter should include expected comp range, reasons for interest in SRI, comfort working for a small company, examples of sales experience, and willingness to travel. Please do not call. ---- acsagn9l64ios4lf2jzxwpt8xopb744 0 800 1568 2020-08-04T14:07:22Z Greis>Michael 0 1568 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] :*Outcome - not known *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://careers.spglobal.com/ShowJob/Id/1982206/Account-Director-(Financial-Institutions)/ S&P Global web site] :*Posted [[event date::2019-03-08]] === Posting === The Role: Account Director, Business Development (Trucost Financial Institutions – North Americas) The Location: New York, NY (Preferred, but flexible) The Team: You will be reporting to the Head of Business Development – North America region, and will be part of a very specialized, highly talented global team within Trucost. Trucost is a leader in ESG and in particular environmental data and risk analysis. The team wants to create powerful, positive societal change and help the world transition to a low carbon, more resource efficient economy. The Impact: The role requires excellent public speaking, verbal and written communication skills, as well as a good working understanding of how investors (pension funds, banks, asset managers, development banks) do, and could, integrate ESG and environmental data to create financial products and manage investment risks, which are essential to a more sustainable and efficient economy. What’s in it for you: We have an exciting opportunity to join the sales team and manage business development and key account management for Trucost ESG solutions provided to the financial services industry in North America. You will also develop and execute on a go to market strategy, and assist in developing new, innovative products and solutions to respond to customer needs Responsibilities: *Developing and executing on a strategy to grow Trucost sales to financial institutions in North America *Representing Trucost at meetings with prospective clients, effectively recognizing their needs and conveying Trucost’s value proposition *Working with clients to advise them on integration of Trucost data and research in their investment processes, support them in use of Trucost’s data and answer technical questions. *Working closely with Trucost’s marketing team to create and deliver thought leadership (white papers, speaking presentations) and with Trucost’s research team to develop new products *Prospecting, generating leads and writing proposals; following up on new business opportunities and setting up meetings; planning and preparing presentations; establishing and maintaining client accounts What We’re Looking For: Basic Qualifications: *At least 7+ years of experience *Understanding of ESG and the sustainable finance marketplace, and in particular the investment risks and opportunities associated with natural capital (carbon, water, etc.) and ability to distill this understanding into a business plan for Trucost solutions *Excellent verbal and written communication skills, including confidence presenting to large groups at public forums, and the ability to write compelling, articulate proposals for innovative solutions. *Business development and technical, consultative sales *Business acumen, good negotiation skills and persuasiveness *Personable, and enjoy networking and meeting new people *Self-motivated and results oriented, with a positive, “can do” attitude Preferred Qualifications: *A sharp intellect, commercial acumen, creative approach to problem solving in a new and innovative industry and an entrepreneurial attitude are important. *Understanding how financial markets operate, and also in particular how financial institutions are evaluating and incorporating ESG and climate issues in their decision-making and the organizations involved (e.g. TCFD, SASB, UNPRI) *Understanding of some of the following: portfolio carbon footprinting and accounting across asset classes, ESG risk and opportunity analysis by investors, TCFD reporting, use of environmental data for financial products (funds and indices), sustainability solutions for banking clients, green bond verification. *Experience working on a responsible/ESG investment team *Experience in sales (or management consulting) to financial institutions *Experience working to a financial target *Speaking and presenting to large groups of people and executive audiences *Ability to travel to offsite meetings About Company: At S&P Global Market Intelligence, we know that not all information is important—some of it is vital. Accurate, deep and insightful. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spglobal.com/marketintelligence. To all recruitment agencies: S&P Global does not accept unsolicited agency resumes. Please do not forward such resumes to any S&P Global employee, office location or website. S&P Global will not be responsible for any fees related to such resumes. S&P Global is an equal opportunity employer committed to making all employment decisions without regard to race/ethnicity, gender, pregnancy, gender identity or expression, color, creed, religion, national origin, age, disability, marital status (including domestic partnerships and civil unions), sexual orientation, military veteran status, unemployment status, or any other basis prohibited by federal, state or local law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. *Job ID : 246662 *Posted On : 3-8-2019 *Location : New York, NY US ---- 4s7cw56zxkmk9yi8yeldxgq9sq259s9 1569 1568 2024-05-24T04:57:45Z Michael 1 1 revision imported 1568 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] :*Outcome - not known *Applied - <!-- [[activity date::0000-00-00]] --> :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://careers.spglobal.com/ShowJob/Id/1982206/Account-Director-(Financial-Institutions)/ S&P Global web site] :*Posted [[event date::2019-03-08]] === Posting === The Role: Account Director, Business Development (Trucost Financial Institutions – North Americas) The Location: New York, NY (Preferred, but flexible) The Team: You will be reporting to the Head of Business Development – North America region, and will be part of a very specialized, highly talented global team within Trucost. Trucost is a leader in ESG and in particular environmental data and risk analysis. The team wants to create powerful, positive societal change and help the world transition to a low carbon, more resource efficient economy. The Impact: The role requires excellent public speaking, verbal and written communication skills, as well as a good working understanding of how investors (pension funds, banks, asset managers, development banks) do, and could, integrate ESG and environmental data to create financial products and manage investment risks, which are essential to a more sustainable and efficient economy. What’s in it for you: We have an exciting opportunity to join the sales team and manage business development and key account management for Trucost ESG solutions provided to the financial services industry in North America. You will also develop and execute on a go to market strategy, and assist in developing new, innovative products and solutions to respond to customer needs Responsibilities: *Developing and executing on a strategy to grow Trucost sales to financial institutions in North America *Representing Trucost at meetings with prospective clients, effectively recognizing their needs and conveying Trucost’s value proposition *Working with clients to advise them on integration of Trucost data and research in their investment processes, support them in use of Trucost’s data and answer technical questions. *Working closely with Trucost’s marketing team to create and deliver thought leadership (white papers, speaking presentations) and with Trucost’s research team to develop new products *Prospecting, generating leads and writing proposals; following up on new business opportunities and setting up meetings; planning and preparing presentations; establishing and maintaining client accounts What We’re Looking For: Basic Qualifications: *At least 7+ years of experience *Understanding of ESG and the sustainable finance marketplace, and in particular the investment risks and opportunities associated with natural capital (carbon, water, etc.) and ability to distill this understanding into a business plan for Trucost solutions *Excellent verbal and written communication skills, including confidence presenting to large groups at public forums, and the ability to write compelling, articulate proposals for innovative solutions. *Business development and technical, consultative sales *Business acumen, good negotiation skills and persuasiveness *Personable, and enjoy networking and meeting new people *Self-motivated and results oriented, with a positive, “can do” attitude Preferred Qualifications: *A sharp intellect, commercial acumen, creative approach to problem solving in a new and innovative industry and an entrepreneurial attitude are important. *Understanding how financial markets operate, and also in particular how financial institutions are evaluating and incorporating ESG and climate issues in their decision-making and the organizations involved (e.g. TCFD, SASB, UNPRI) *Understanding of some of the following: portfolio carbon footprinting and accounting across asset classes, ESG risk and opportunity analysis by investors, TCFD reporting, use of environmental data for financial products (funds and indices), sustainability solutions for banking clients, green bond verification. *Experience working on a responsible/ESG investment team *Experience in sales (or management consulting) to financial institutions *Experience working to a financial target *Speaking and presenting to large groups of people and executive audiences *Ability to travel to offsite meetings About Company: At S&P Global Market Intelligence, we know that not all information is important—some of it is vital. Accurate, deep and insightful. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spglobal.com/marketintelligence. To all recruitment agencies: S&P Global does not accept unsolicited agency resumes. Please do not forward such resumes to any S&P Global employee, office location or website. S&P Global will not be responsible for any fees related to such resumes. S&P Global is an equal opportunity employer committed to making all employment decisions without regard to race/ethnicity, gender, pregnancy, gender identity or expression, color, creed, religion, national origin, age, disability, marital status (including domestic partnerships and civil unions), sexual orientation, military veteran status, unemployment status, or any other basis prohibited by federal, state or local law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. *Job ID : 246662 *Posted On : 3-8-2019 *Location : New York, NY US ---- 4s7cw56zxkmk9yi8yeldxgq9sq259s9 0 801 1570 2010-09-22T13:06:28Z Greis>Michael 0 Created page with '*Applied - eFC online :*Resume :*Cover Letter - mjg vp corp development fs *Posting - *Date - 22 September 2010 == Posting == *Company - Michael Page (Recruiter) *Location…' 1570 wikitext text/x-wiki *Applied - eFC online :*Resume :*Cover Letter - mjg vp corp development fs *Posting - *Date - 22 September 2010 == Posting == *Company - Michael Page (Recruiter) *Location - Boston, MA *Compensation - 115K- 140K + 50% bonus *Position Type - Permanent *Employment type - Full time *Updated - Sep 21, 2010 *eFC Ref no - 693934 Our client is a leading Financial Services company seeking to build their Corp Dev group. Corporate Development Vice President will: * Directly engaging in almost all new deals, ventures and partnership strategies for the firm * Build working documentation related to all deals and new relationships. * Conduct financial and strategic analysis of potential acquisitions, partnerships and new business opportunities. * Be part of the strategic think tank giving direction to the firm and assessing new business opportunities. * This role is best suited for someone 2-4 years post MBA. * Rounded and demonstrated strategy development and strategic planning skills. * The ability to absorb and assess large quantities of information * Very strong written and oral communication skills * Confident presentation skills. * Experience breaking down financial statements and business modeling. * Experience in the financial services industry, particularly in credit card and consumer lending, is a plus but not required. * MBA * Flexibility to travel regularly. ---- akwxa7foj65csb7vox3s3xv90kdajkn 1571 1570 2024-05-24T04:57:45Z Michael 1 1 revision imported 1570 wikitext text/x-wiki *Applied - eFC online :*Resume :*Cover Letter - mjg vp corp development fs *Posting - *Date - 22 September 2010 == Posting == *Company - Michael Page (Recruiter) *Location - Boston, MA *Compensation - 115K- 140K + 50% bonus *Position Type - Permanent *Employment type - Full time *Updated - Sep 21, 2010 *eFC Ref no - 693934 Our client is a leading Financial Services company seeking to build their Corp Dev group. Corporate Development Vice President will: * Directly engaging in almost all new deals, ventures and partnership strategies for the firm * Build working documentation related to all deals and new relationships. * Conduct financial and strategic analysis of potential acquisitions, partnerships and new business opportunities. * Be part of the strategic think tank giving direction to the firm and assessing new business opportunities. * This role is best suited for someone 2-4 years post MBA. * Rounded and demonstrated strategy development and strategic planning skills. * The ability to absorb and assess large quantities of information * Very strong written and oral communication skills * Confident presentation skills. * Experience breaking down financial statements and business modeling. * Experience in the financial services industry, particularly in credit card and consumer lending, is a plus but not required. * MBA * Flexibility to travel regularly. ---- akwxa7foj65csb7vox3s3xv90kdajkn 0 802 1572 2010-11-01T20:19:46Z Greis>Michael 0 1572 wikitext text/x-wiki *Applied - Moodys online jobs 2010-11-01 :*Resume - FAI :*Cover Letter - Moody's VP SA Higher Ed - Could not send :*Could not apply at eFinancial Careers - posting no longer available *Posting :*[http://jobs.efinancialcareers.com/job-4000000000688113.htm?source=EM:efc_namerica=105 eFC Posting] - Req # 700473 :*[https://www.moodys.jobs/psp/hrrec/EMPLOYEE/HRMS/c/ROLE_APPLICANT.ER_APPLICANT_HOME.GBL?NAVSTACK=Clear Moody's job site] *Date - 25 October 2010 === Posting === *Location: Boston *Reference: 008873 '''Responsibilities''' The Vice President-Senior Analyst will manage a portfolio of Higher Education and Not-for-Profit credits for Moody's US Public Finance Team. Responsibilities include: *Managing and analyzing financial and market data of colleges, universities, private K-12 schools, museums, foundations and other not-for-profit organizations *Maintain a full portfolio of credits which would entail conducting meetings with senior-most members of these institutions, present findings and analysis to Moody's senior staff members and writing detailed analytic reports *Publish other industry focused research publications and presentations *Attend, network and speak at industry conferences; conduct investor and intermediary briefings *Participate in various PFG-wide projects and task forces '''Qualifications''' The successful candidate will most likely possess an MBA, MPA or other applied professional degree, with at least ten years of relevant work experience. Extensive knowledge of the U.S. municipal market and the higher education sector is strongly preferred. The ideal candidate will have strong quantitative (accounting, finance and/or economics), communication (both oral and written) and interpersonal skills and be of the highest integrity. This individual must have strong knowledge of Microsoft Word, Excel and PowerPoint. Candidate will be expected to manage competing priorities and be an independent leader while meeting clearly defined deadlines and complying with internal procedures and best practices. This job description is issued as a guideline to assist you in your duties, it is not exhaustive and we would be pleased to discuss any constructive comments you may have. Because of the evolving nature and changing demands of our business this job description may be subject to change. You may, on occasion, be required to undertake additional or other duties within the context of this job description, and according to the needs of the business. ---- q2pyr4jdipwnchdac11i3ofkcaeh2io 1573 1572 2024-05-24T04:57:45Z Michael 1 1 revision imported 1572 wikitext text/x-wiki *Applied - Moodys online jobs 2010-11-01 :*Resume - FAI :*Cover Letter - Moody's VP SA Higher Ed - Could not send :*Could not apply at eFinancial Careers - posting no longer available *Posting :*[http://jobs.efinancialcareers.com/job-4000000000688113.htm?source=EM:efc_namerica=105 eFC Posting] - Req # 700473 :*[https://www.moodys.jobs/psp/hrrec/EMPLOYEE/HRMS/c/ROLE_APPLICANT.ER_APPLICANT_HOME.GBL?NAVSTACK=Clear Moody's job site] *Date - 25 October 2010 === Posting === *Location: Boston *Reference: 008873 '''Responsibilities''' The Vice President-Senior Analyst will manage a portfolio of Higher Education and Not-for-Profit credits for Moody's US Public Finance Team. Responsibilities include: *Managing and analyzing financial and market data of colleges, universities, private K-12 schools, museums, foundations and other not-for-profit organizations *Maintain a full portfolio of credits which would entail conducting meetings with senior-most members of these institutions, present findings and analysis to Moody's senior staff members and writing detailed analytic reports *Publish other industry focused research publications and presentations *Attend, network and speak at industry conferences; conduct investor and intermediary briefings *Participate in various PFG-wide projects and task forces '''Qualifications''' The successful candidate will most likely possess an MBA, MPA or other applied professional degree, with at least ten years of relevant work experience. Extensive knowledge of the U.S. municipal market and the higher education sector is strongly preferred. The ideal candidate will have strong quantitative (accounting, finance and/or economics), communication (both oral and written) and interpersonal skills and be of the highest integrity. This individual must have strong knowledge of Microsoft Word, Excel and PowerPoint. Candidate will be expected to manage competing priorities and be an independent leader while meeting clearly defined deadlines and complying with internal procedures and best practices. This job description is issued as a guideline to assist you in your duties, it is not exhaustive and we would be pleased to discuss any constructive comments you may have. Because of the evolving nature and changing demands of our business this job description may be subject to change. You may, on occasion, be required to undertake additional or other duties within the context of this job description, and according to the needs of the business. ---- q2pyr4jdipwnchdac11i3ofkcaeh2io 0 803 1574 2010-11-17T20:53:04Z Greis>Michael 0 Created page with '*Applied - :*Resume - :*Cover Letter - *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2497818&sn=L&cd=&si=0 MIT Jobs site] - Req # 00007333 :*October 29, 2010 …' 1574 wikitext text/x-wiki *Applied - :*Resume - :*Cover Letter - *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2497818&sn=L&cd=&si=0 MIT Jobs site] - Req # 00007333 :*October 29, 2010 === Posting === *Title: Business Development Global Leader *Req Number: mit-00007333 *Department: Computer Science and Artificial Intelligence Laboratory *Location(s): Cambridge MA *FT/PT: Full Time *Employment / Payroll Category: Administrative BUSINESS DEVELOPMENT GLOBAL LEADER, Computer Science and Artificial Intelligence Laboratory (CSAIL)-World Wide Web Consortium (W3C), to work with the CEO of the W3C on developing and executing a strategic plan to strengthen its membership programs. Will refocus the office structure whereby W3C is represented in twenty countries across the world; identify business development strategies, make the case for these investments, and spearhead the desired results; be responsible for new revenue attainment including recruiting new members offices' management, cross-host coordination, new business segment development, and identifying and securing new sources of funding; create and lead a tight operational model to track new business and build a pipeline of revenue opportunities; prepare and write proposals, reports, special presentations, briefings, and other documentation; and utilize best practices in customer relationship and pipeline management and coordinate with other functions (communications, IT, marketing) in preparing business development campaigns. REQUIREMENTS: a bachelor's degree in computer science, management, or related business; at least five years of proven sales and business development success, preferably in the high tech industry; and the ability to work proactively and think strategically. MBA preferred. Must be comfortable leading a team and setting and achieving sales goals. Ability to understand global trends in information technology, with an emphasis on Web technologies, and a solid understanding of the Web industry essential. Excellent marketing and communication skills; highly developed organizational, planning, and management writing skills; and the ability to work effectively with others are required. Residence in the Boston area and the ability to travel are also required. Will be compensated with a combination of base salary and incentives. MIT-00007333 ---- p3ta9mlax2klitp5z9mp7fcuvzhk1jd 1575 1574 2024-05-24T04:57:45Z Michael 1 1 revision imported 1574 wikitext text/x-wiki *Applied - :*Resume - :*Cover Letter - *Posting :*[https://sh.webhire.com/servlet/av/jd?ai=631&ji=2497818&sn=L&cd=&si=0 MIT Jobs site] - Req # 00007333 :*October 29, 2010 === Posting === *Title: Business Development Global Leader *Req Number: mit-00007333 *Department: Computer Science and Artificial Intelligence Laboratory *Location(s): Cambridge MA *FT/PT: Full Time *Employment / Payroll Category: Administrative BUSINESS DEVELOPMENT GLOBAL LEADER, Computer Science and Artificial Intelligence Laboratory (CSAIL)-World Wide Web Consortium (W3C), to work with the CEO of the W3C on developing and executing a strategic plan to strengthen its membership programs. Will refocus the office structure whereby W3C is represented in twenty countries across the world; identify business development strategies, make the case for these investments, and spearhead the desired results; be responsible for new revenue attainment including recruiting new members offices' management, cross-host coordination, new business segment development, and identifying and securing new sources of funding; create and lead a tight operational model to track new business and build a pipeline of revenue opportunities; prepare and write proposals, reports, special presentations, briefings, and other documentation; and utilize best practices in customer relationship and pipeline management and coordinate with other functions (communications, IT, marketing) in preparing business development campaigns. REQUIREMENTS: a bachelor's degree in computer science, management, or related business; at least five years of proven sales and business development success, preferably in the high tech industry; and the ability to work proactively and think strategically. MBA preferred. Must be comfortable leading a team and setting and achieving sales goals. Ability to understand global trends in information technology, with an emphasis on Web technologies, and a solid understanding of the Web industry essential. Excellent marketing and communication skills; highly developed organizational, planning, and management writing skills; and the ability to work effectively with others are required. Residence in the Boston area and the ability to travel are also required. Will be compensated with a combination of base salary and incentives. MIT-00007333 ---- p3ta9mlax2klitp5z9mp7fcuvzhk1jd 0 804 1576 2009-10-06T15:22:51Z Greis>Michael 0 moved [[Opportunities/Wellington/Client Service Manager Sep 2009]] to [[Career/Opportunities/Wellington/Client Service Manager Sep 2009]] 1576 wikitext text/x-wiki === Status === 9/16 pm - talked with Claudia. *They met this morning to review candidates and decided to go forward with a pool that has more direct experience *Asked if we could talk further to help me understand roles and how to best position myself *Happy to do that - set up meeting 9/29 9:30 am. === Notes === Contacts: Mike Mathias, Kim Schawbel From Mike: *Hiring Manager Claudia Moeller (617 951-5476) - will talk with me *HR Rep - Mary Kristen Flynn (617 289-3153) *Primary point of contact for about 90 clients *Primarily endowments and foundations *Clients are smaller, more consolidated *Primary use pools to invest - not as customized as larger clients, reduces complexity and compliance *Cross-sell - but more limited offerings Questions: *Specialized servicing model *Portfolio advisor - for the pooled investment vehicles? === Posting === *From [http://jobs.efinancialcareers.com/job-4000000000557215.htm e-Financial Careers] We are currently recruiting for a Client Service Manager to join our National Client Service team in Boston. *The Client Service Manager (CSM) position within the National Client Service (NCS) team combines relationship- and business-management elements in a specialized client service role. *The CSM serves as a client's primary access point to Wellington Management and its resources. *The CSM will serve as the primary point of contact for 90 or more client relationships and be responsible for coordinating efforts to meet the clients' needs while maintaining and expanding NCS's specialized servicing model. *The CSM will work with a oad range of client types, including Endowment & Foundation, Corporate, Health Care, and Public Fund clients. *The CSM will be conversant in the capital markets, client affinity issues, and Wellington Management's product offerings. *This is generally a low travel position, as the team draws on the resources of the Product Management and Portfolio Advisor teams for representation at client meetings. *In addition, the CSM will assist the NCS team in its business management efforts to create efficiencies, streamline processes, and better utilize technology to more effectively deliver the resources of the firm to clients. <u>Qualifications</u> The CSM should have 7-9 years of relevant professional experience. Direct experience supporting client relationships is preferred. Additional skills include: *Strong relationship-building skills *In depth knowledge of the global capital markets and the local market base *Excellent business judgment, situational awareness, listening and interpretation skills *Deep understanding of Wellington Management, where resources reside, and how various functional groups contribute to client relationships *Strong interpersonal, verbal and written communication skills *A team-orientation and a willingness to "pitch in" when necessary; grace under pressure *Designation of, or demonstrated progress towards, a CFA and/or MBA ---- 07tdtkxbiy2sbfq2ylgzodvnjnrciw7 1577 1576 2024-05-24T04:57:45Z Michael 1 1 revision imported 1576 wikitext text/x-wiki === Status === 9/16 pm - talked with Claudia. *They met this morning to review candidates and decided to go forward with a pool that has more direct experience *Asked if we could talk further to help me understand roles and how to best position myself *Happy to do that - set up meeting 9/29 9:30 am. === Notes === Contacts: Mike Mathias, Kim Schawbel From Mike: *Hiring Manager Claudia Moeller (617 951-5476) - will talk with me *HR Rep - Mary Kristen Flynn (617 289-3153) *Primary point of contact for about 90 clients *Primarily endowments and foundations *Clients are smaller, more consolidated *Primary use pools to invest - not as customized as larger clients, reduces complexity and compliance *Cross-sell - but more limited offerings Questions: *Specialized servicing model *Portfolio advisor - for the pooled investment vehicles? === Posting === *From [http://jobs.efinancialcareers.com/job-4000000000557215.htm e-Financial Careers] We are currently recruiting for a Client Service Manager to join our National Client Service team in Boston. *The Client Service Manager (CSM) position within the National Client Service (NCS) team combines relationship- and business-management elements in a specialized client service role. *The CSM serves as a client's primary access point to Wellington Management and its resources. *The CSM will serve as the primary point of contact for 90 or more client relationships and be responsible for coordinating efforts to meet the clients' needs while maintaining and expanding NCS's specialized servicing model. *The CSM will work with a oad range of client types, including Endowment & Foundation, Corporate, Health Care, and Public Fund clients. *The CSM will be conversant in the capital markets, client affinity issues, and Wellington Management's product offerings. *This is generally a low travel position, as the team draws on the resources of the Product Management and Portfolio Advisor teams for representation at client meetings. *In addition, the CSM will assist the NCS team in its business management efforts to create efficiencies, streamline processes, and better utilize technology to more effectively deliver the resources of the firm to clients. <u>Qualifications</u> The CSM should have 7-9 years of relevant professional experience. Direct experience supporting client relationships is preferred. Additional skills include: *Strong relationship-building skills *In depth knowledge of the global capital markets and the local market base *Excellent business judgment, situational awareness, listening and interpretation skills *Deep understanding of Wellington Management, where resources reside, and how various functional groups contribute to client relationships *Strong interpersonal, verbal and written communication skills *A team-orientation and a willingness to "pitch in" when necessary; grace under pressure *Designation of, or demonstrated progress towards, a CFA and/or MBA ---- 07tdtkxbiy2sbfq2ylgzodvnjnrciw7 0 805 1578 2011-10-13T01:18:41Z Greis>Michael 0 Created page with '__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Wellington Account Manager/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.c…' 1578 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Wellington Account Manager/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.com/job-4000000000887402.htm?source=EM:efc_namerica=105 eFC] :*October, 2011 === Posting === Job Responsibilities The Account Manager position within the National Client Service ('NCS') team combines relationship- and business-management elements in a specialized client service role. The Account Manager serves as a client's primary access point to Wellington Management and its resources. He or she will serve as the primary point of contact for 90 or more client relationships and be responsible for coordinating efforts to meet the clients' needs while maintaining and expanding NCS' specialized servicing model. The Account Manager will work with a broad range of client types, including Endowment & Foundation, Corporate, Health Care, and Public Fund clients and will be conversant in the capital markets, client affinity issues, and Wellington Management's product offerings. This is generally a low travel position, as the team draws on the resources of the Product Management and Portfolio Advisor teams for representation at client meetings. In addition, the AM will assist the NCS team in its business management efforts to create efficiencies, streamline processes, and better utilize technology to more effectively deliver the resources of the firm to clients. Qualifications The Account Manager should have at least 8-10 years of relevant professional experience. Direct experience supporting client relationships is preferred. Additional skills include: • Strong relationship-building skills • In depth knowledge of the global capital markets and the local market base • Strong understanding of investments across product and asset class • Excellent business judgment, situational awareness, listening and interpretation skills • Deep understanding of Wellington Management, where resources reside, and how various functional groups contribute to client relationships • Strong interpersonal, verbal and written communication skills • A team-orientation and a willingness to 'pitch in' when necessary; grace under pressure • Designation of, or demonstrated progress towards, a CFA and/or MBA ---- ji6rixh7rbr6qw1hqwnlsb1ib3pgql0 1579 1578 2024-05-24T04:57:45Z Michael 1 1 revision imported 1578 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Wellington Account Manager/Notes|Notes]] *Posting :*[http://jobs.efinancialcareers.com/job-4000000000887402.htm?source=EM:efc_namerica=105 eFC] :*October, 2011 === Posting === Job Responsibilities The Account Manager position within the National Client Service ('NCS') team combines relationship- and business-management elements in a specialized client service role. The Account Manager serves as a client's primary access point to Wellington Management and its resources. He or she will serve as the primary point of contact for 90 or more client relationships and be responsible for coordinating efforts to meet the clients' needs while maintaining and expanding NCS' specialized servicing model. The Account Manager will work with a broad range of client types, including Endowment & Foundation, Corporate, Health Care, and Public Fund clients and will be conversant in the capital markets, client affinity issues, and Wellington Management's product offerings. This is generally a low travel position, as the team draws on the resources of the Product Management and Portfolio Advisor teams for representation at client meetings. In addition, the AM will assist the NCS team in its business management efforts to create efficiencies, streamline processes, and better utilize technology to more effectively deliver the resources of the firm to clients. Qualifications The Account Manager should have at least 8-10 years of relevant professional experience. Direct experience supporting client relationships is preferred. Additional skills include: • Strong relationship-building skills • In depth knowledge of the global capital markets and the local market base • Strong understanding of investments across product and asset class • Excellent business judgment, situational awareness, listening and interpretation skills • Deep understanding of Wellington Management, where resources reside, and how various functional groups contribute to client relationships • Strong interpersonal, verbal and written communication skills • A team-orientation and a willingness to 'pitch in' when necessary; grace under pressure • Designation of, or demonstrated progress towards, a CFA and/or MBA ---- ji6rixh7rbr6qw1hqwnlsb1ib3pgql0 0 806 1580 2010-06-24T19:05:52Z Greis>Michael 0 moved [[Career/Opportunitiies/Wellington Diversified Growth Analyst]] to [[Career/Opportunities/Wellington Diversified Growth Analyst]]:&#32;Correct misspelling. 1580 wikitext text/x-wiki Applied 6-23-10 online using new cover letter *[[Media:Mjg Wellington Diversified Growth Analyst cover.pdf|Cover Letter]] *[http://jobs.efinancialcareers.com/job-4000000000643454.htm eFC ref 655963] == Posting === Equity Research Analyst, Diversified Growth Position Description: The Company Wellington Management Company, llp is one of the largest investment management firms. The company is headquartered in Boston with ten affiliate offices in the United States and around the world. With approximately $560 billion in assets under management, Wellington Management Company, llp manages US, international and global equity, fixed income and multi-asset portfolios for institutional clients and mutual fund sponsors in 43 countries. Approximately half of these assets are invested in equity portfolios. These portfolios include multiple styles (growth, core and value) and the full capitalization spectrum (large, medium and small), as well as concentrated, multi regional and single country portfolios. The firm's portfolios are supported by Global Research Services. Within Global Research are Asset Allocation, Risk Management, Technical Analysis, Quant, Macroanalysis and Global Research. Global Research is comprised of 47 sector base analysts who provide intensive fundamental coverage of specific sectors. Many of these professionals are career analysts and represent one of the industry's most well-respected teams of analysts. The Position The Diversified Growth team manages over $9 billion in assets. The investment objective is to provide long term returns above those of the Russell 1000 Growth Index. The investment process is bottom up and emphasizes a balance of alpha sources across growth, valuation, and quality criteria in selecting stocks. The team utilizes risk analysis tools to maintain the Portfolio's emphasis on stock selection and minimize other sources of relative risk. The Portfolio typically holds between 60-90 securities. With the launch of a new Diversified Global Growth product an additional analyst is required. The analysts will work with the existing team and be responsible for research, analysis, and development of investment recommendations on successful, growing large and mid cap companies across the globe. The majority of this analyst's time will be focused on in-depth fundamental research, with an emphasis on growth, valuation and quality criteria. The analyst will work closely with the Firm's team of Global Industry Analysts. Qualifications • Minimum of 2-3 years in the investment business preferably on the buy side • Diversified industry or sector experience • Strong bottom up fundamental approach to research • Rigorous analytical approach • Strong work ethic and attention to detail • Strong interpersonal skills and experience in a collaborative team based results oriented environment. • Ability to make decisions under uncertainty • Ability to self-direct and set priorities • Strong work ethic and attention to detail • Strong academic credentials, with an MBA/CFA preferred 21t1pc1wc6zgtzf6heo12iccdpzodly 1581 1580 2024-05-24T04:57:45Z Michael 1 1 revision imported 1580 wikitext text/x-wiki Applied 6-23-10 online using new cover letter *[[Media:Mjg Wellington Diversified Growth Analyst cover.pdf|Cover Letter]] *[http://jobs.efinancialcareers.com/job-4000000000643454.htm eFC ref 655963] == Posting === Equity Research Analyst, Diversified Growth Position Description: The Company Wellington Management Company, llp is one of the largest investment management firms. The company is headquartered in Boston with ten affiliate offices in the United States and around the world. With approximately $560 billion in assets under management, Wellington Management Company, llp manages US, international and global equity, fixed income and multi-asset portfolios for institutional clients and mutual fund sponsors in 43 countries. Approximately half of these assets are invested in equity portfolios. These portfolios include multiple styles (growth, core and value) and the full capitalization spectrum (large, medium and small), as well as concentrated, multi regional and single country portfolios. The firm's portfolios are supported by Global Research Services. Within Global Research are Asset Allocation, Risk Management, Technical Analysis, Quant, Macroanalysis and Global Research. Global Research is comprised of 47 sector base analysts who provide intensive fundamental coverage of specific sectors. Many of these professionals are career analysts and represent one of the industry's most well-respected teams of analysts. The Position The Diversified Growth team manages over $9 billion in assets. The investment objective is to provide long term returns above those of the Russell 1000 Growth Index. The investment process is bottom up and emphasizes a balance of alpha sources across growth, valuation, and quality criteria in selecting stocks. The team utilizes risk analysis tools to maintain the Portfolio's emphasis on stock selection and minimize other sources of relative risk. The Portfolio typically holds between 60-90 securities. With the launch of a new Diversified Global Growth product an additional analyst is required. The analysts will work with the existing team and be responsible for research, analysis, and development of investment recommendations on successful, growing large and mid cap companies across the globe. The majority of this analyst's time will be focused on in-depth fundamental research, with an emphasis on growth, valuation and quality criteria. The analyst will work closely with the Firm's team of Global Industry Analysts. Qualifications • Minimum of 2-3 years in the investment business preferably on the buy side • Diversified industry or sector experience • Strong bottom up fundamental approach to research • Rigorous analytical approach • Strong work ethic and attention to detail • Strong interpersonal skills and experience in a collaborative team based results oriented environment. • Ability to make decisions under uncertainty • Ability to self-direct and set priorities • Strong work ethic and attention to detail • Strong academic credentials, with an MBA/CFA preferred 21t1pc1wc6zgtzf6heo12iccdpzodly 0 807 1582 2013-11-12T20:48:52Z Greis>Michael 0 /* Posting */ 1582 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Wellington ESG Analyst/Notes|Notes]] *Posting :*BASIC and [http://www.wellington.com/Careers/Global_Employment_Opportunities/Available_Positions/ Wellington web site] :*Serafina :*October, 2013 === Posting === :Requisition Number: '''733011''' :Job Title: '''Environmental, Social and Governance (ESG) Analyst''' :Functional Area: Investment Management :Location: Boston :Minimum Years Experience in the Field: 03+ Years Global Research Services is seeking to fill the open position of Environmental, Social and Governance (ESG) Analyst. This position requires a detail-oriented person who is energetic, personable and able to prioritize and advance several projects simultaneously. The candidate should enjoy working with many different areas of our organization and a varied group of vendors and research providers. '''Position:''' Global Research Services is responsible for managing our Research Relationships, Market Data Services, Subscription Management, ESG research efforts and Proxy Voting. This role will work extensively on developing user-friendly ESG inputs and portfolio analytics for our investment professional’s consideration. The candidate will be tasked with providing detailed company-specific compensation plan analysis (composition, metrics, shareholder alignment) and other ESG related factors. There will be additional opportunities to work in a cross-functional manner across multiple functions within Global Research Services. '''Range of responsibilities''': *Provide analysis and recommendations based on company specific compensation plans. *Work with other team members to leverage ESG data and research sources and efficiently deliver value-added insights for WMC investor consideration. *Respond to WMC investor’ requests regarding ESG factors/inputs *Respond to Global Relationship Group client requests regarding ESG efforts *Assist with management and reporting features of critical databases '''Requirements''' The successful candidate should possess a strong attention to detail, demonstrated leadership skills, a strong work ethic and the ability to work well in a team environment. Background with compensation plan analysis preferred. Additional qualifications include: *Strong analytical and technical skills *3-5+ years of Compensation plan/ESG related experience *Excellent organization skills *Collaborative personality and enjoys problem solving *Effective communication skills *Bachelor’s degree required === Company === Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With US$772 billion in assets under management as of 05 July 2013, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. We welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. ---- 6fotpe462ywjhcvws59hfipswh36on5 1583 1582 2024-05-24T04:57:45Z Michael 1 1 revision imported 1582 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Wellington ESG Analyst/Notes|Notes]] *Posting :*BASIC and [http://www.wellington.com/Careers/Global_Employment_Opportunities/Available_Positions/ Wellington web site] :*Serafina :*October, 2013 === Posting === :Requisition Number: '''733011''' :Job Title: '''Environmental, Social and Governance (ESG) Analyst''' :Functional Area: Investment Management :Location: Boston :Minimum Years Experience in the Field: 03+ Years Global Research Services is seeking to fill the open position of Environmental, Social and Governance (ESG) Analyst. This position requires a detail-oriented person who is energetic, personable and able to prioritize and advance several projects simultaneously. The candidate should enjoy working with many different areas of our organization and a varied group of vendors and research providers. '''Position:''' Global Research Services is responsible for managing our Research Relationships, Market Data Services, Subscription Management, ESG research efforts and Proxy Voting. This role will work extensively on developing user-friendly ESG inputs and portfolio analytics for our investment professional’s consideration. The candidate will be tasked with providing detailed company-specific compensation plan analysis (composition, metrics, shareholder alignment) and other ESG related factors. There will be additional opportunities to work in a cross-functional manner across multiple functions within Global Research Services. '''Range of responsibilities''': *Provide analysis and recommendations based on company specific compensation plans. *Work with other team members to leverage ESG data and research sources and efficiently deliver value-added insights for WMC investor consideration. *Respond to WMC investor’ requests regarding ESG factors/inputs *Respond to Global Relationship Group client requests regarding ESG efforts *Assist with management and reporting features of critical databases '''Requirements''' The successful candidate should possess a strong attention to detail, demonstrated leadership skills, a strong work ethic and the ability to work well in a team environment. Background with compensation plan analysis preferred. Additional qualifications include: *Strong analytical and technical skills *3-5+ years of Compensation plan/ESG related experience *Excellent organization skills *Collaborative personality and enjoys problem solving *Effective communication skills *Bachelor’s degree required === Company === Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With US$772 billion in assets under management as of 05 July 2013, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. We welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. ---- 6fotpe462ywjhcvws59hfipswh36on5 0 808 1584 2010-12-08T16:30:00Z Greis>Michael 0 Created page with '*Applied - :*Resume - :*Cover Letter - *Posting :*[http://jobs.efinancialcareers.com/job-4000000000714138.htm?source=EM:efc_namerica=105 eFC web site] - eFC #726454 :*Decemb…' 1584 wikitext text/x-wiki *Applied - :*Resume - :*Cover Letter - *Posting :*[http://jobs.efinancialcareers.com/job-4000000000714138.htm?source=EM:efc_namerica=105 eFC web site] - eFC #726454 :*December 4, 2010 === Posting === *Company - Wellington Management Company, LLP *Location - Boston, MA, 02108 *Compensation - Competitive *Position Type - Permanent *Employment type - Full time *Updated - Dec 4, 2010 *eFC Ref no - 726454 '''Equity Portfolio Specialist''' Position Description: The Company Wellington Management Company, llp is one of the largest investment management firms. The company is headquartered in Boston with ten affiliate offices in the United States and around the world. With approximately $599 billion in assets under management, Wellington Management Company, llp manages US, international and global equity, fixed income and multi-asset portfolios for institutional clients and mutual fund sponsors in 43 countries. Responsibilities The role of Equity Portfolio Specialist requires demonstrated skills or knowledge of portfolio and market analysis in combination with a passion for equity investing. The individual will interact closely with both investment teams and business professionals, contributing to efforts centered on reviewing and evaluating the integrity of our equity approaches and driving the success of those products in the marketplace. Responsibilities include performing analyses on the integrity of specific investment approaches, competitor analyses and determining optimal product positioning, and collaborating in the development of new investment strategies. Additional duties and projects may include, market analyses, fee studies, evaluating product overlap/capacity trends, and/or preparing white papers and presentation materials for firm-wide dissemination. Qualifications We seek individuals that possess the analytical skills and ability to organize and interpret investment data to reach conclusions. Effective communication skills are required as this individual will also participate in meetings with clients, prospects and consultants. A positive, collegial attitude and high level of professionalism are essential, as is a strong sense of ownership of the portfolios that the position supports. Further, the ideal candidate will possess the following qualifications: *3-5 years industry experience, preferably in a relevant capacity; *Solid business judgment skills and understanding of the capital markets, quantitative analysis, and statistical; methods *Effective marketing strategy and communication skills; *Working knowledge of a wide range of analytical, attribution and database tools, including Factset, BARRA, etc. *Ability to work independently and with a team *Creativity, thoroughness, and attention to detail *MBA and/or CFA is desirable *Willingness to travel ---- 5d4aq3ix4g0lkhr3c9k9dprczhxmjma 1585 1584 2024-05-24T04:57:45Z Michael 1 1 revision imported 1584 wikitext text/x-wiki *Applied - :*Resume - :*Cover Letter - *Posting :*[http://jobs.efinancialcareers.com/job-4000000000714138.htm?source=EM:efc_namerica=105 eFC web site] - eFC #726454 :*December 4, 2010 === Posting === *Company - Wellington Management Company, LLP *Location - Boston, MA, 02108 *Compensation - Competitive *Position Type - Permanent *Employment type - Full time *Updated - Dec 4, 2010 *eFC Ref no - 726454 '''Equity Portfolio Specialist''' Position Description: The Company Wellington Management Company, llp is one of the largest investment management firms. The company is headquartered in Boston with ten affiliate offices in the United States and around the world. With approximately $599 billion in assets under management, Wellington Management Company, llp manages US, international and global equity, fixed income and multi-asset portfolios for institutional clients and mutual fund sponsors in 43 countries. Responsibilities The role of Equity Portfolio Specialist requires demonstrated skills or knowledge of portfolio and market analysis in combination with a passion for equity investing. The individual will interact closely with both investment teams and business professionals, contributing to efforts centered on reviewing and evaluating the integrity of our equity approaches and driving the success of those products in the marketplace. Responsibilities include performing analyses on the integrity of specific investment approaches, competitor analyses and determining optimal product positioning, and collaborating in the development of new investment strategies. Additional duties and projects may include, market analyses, fee studies, evaluating product overlap/capacity trends, and/or preparing white papers and presentation materials for firm-wide dissemination. Qualifications We seek individuals that possess the analytical skills and ability to organize and interpret investment data to reach conclusions. Effective communication skills are required as this individual will also participate in meetings with clients, prospects and consultants. A positive, collegial attitude and high level of professionalism are essential, as is a strong sense of ownership of the portfolios that the position supports. Further, the ideal candidate will possess the following qualifications: *3-5 years industry experience, preferably in a relevant capacity; *Solid business judgment skills and understanding of the capital markets, quantitative analysis, and statistical; methods *Effective marketing strategy and communication skills; *Working knowledge of a wide range of analytical, attribution and database tools, including Factset, BARRA, etc. *Ability to work independently and with a team *Creativity, thoroughness, and attention to detail *MBA and/or CFA is desirable *Willingness to travel ---- 5d4aq3ix4g0lkhr3c9k9dprczhxmjma 0 809 1586 2016-03-28T16:31:38Z Greis>Michael 0 Created page with "__NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Wellington Portfolio Advisor/Notes|Notes]] *Posting :*[https://jobline.cfainstitu..." 1586 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Wellington Portfolio Advisor/Notes|Notes]] *Posting :*[https://jobline.cfainstitute.org/searchv4/index.cfm?job=8027892&SEO=1&MemID=441432&MemKey=2xf2y332otgizd55qsxmygai CFA Institute Job Line] :*March, 2016 === Posting === '''WELLINGTON MANAGEMENT''' Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. '''RESPONSIBILITIES''' The Portfolio Advisor must possess investment and market knowledge and breadth to cover multiple investment strategies as a "portfolio manager proxy." Strategies include fixed income, equities, and alternatives. Topics the Portfolio Advisor will discuss include: overview of the WMC investment organization; descriptions of multiple funds' investment approaches, portfolio positioning, and performance drivers; and views on capital markets and the economy. The settings for presentations will include national sales meetings, regional financial advisor meetings, office visits, as well as conference calls. Presentations will range from large, group meetings to one-on-one sessions (e.g., gatekeepers at financial institutions), to dinner conversations. The Portfolio Advisor must have strong investment and analytical skills to develop compelling presentations. They must have the communication skills to adapt their delivery depending upon the setting, the audience, and the topic; different approaches will be required depending upon whether the setting is training a wholesaler, presenting to financial advisors, or conducting a due diligence session with a gatekeeper. In addition, the Portfolio Advisor must have the professional poise to manage challenging audiences. Other attributes for success in the role will be: knowledge of the broker-sold mutual fund market place, initiative and effective internal communication to manage the challenge of staying current while traveling extensively, and sense of humor '''QUALIFICATIONS''' *BA/BS Degree *CFA required *10 years experience marketing/selling mutual funds or separate accounts, or in an investment product management role Other: *JOB TITLE - Portfolio Advisor *JOB FAMILY - Product Management *LOCATION - Boston *Internal Number: 1177592 ---- gz2oe3msklumun04ds8bxi188d7ijj6 1587 1586 2024-05-24T04:57:45Z Michael 1 1 revision imported 1586 wikitext text/x-wiki __NOTOC__ *Applied - :*Resume - ''' ''' :*Cover Letter - ''' ''' *[[Career/Opportunities/Wellington Portfolio Advisor/Notes|Notes]] *Posting :*[https://jobline.cfainstitute.org/searchv4/index.cfm?job=8027892&SEO=1&MemID=441432&MemKey=2xf2y332otgizd55qsxmygai CFA Institute Job Line] :*March, 2016 === Posting === '''WELLINGTON MANAGEMENT''' Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. '''RESPONSIBILITIES''' The Portfolio Advisor must possess investment and market knowledge and breadth to cover multiple investment strategies as a "portfolio manager proxy." Strategies include fixed income, equities, and alternatives. Topics the Portfolio Advisor will discuss include: overview of the WMC investment organization; descriptions of multiple funds' investment approaches, portfolio positioning, and performance drivers; and views on capital markets and the economy. The settings for presentations will include national sales meetings, regional financial advisor meetings, office visits, as well as conference calls. Presentations will range from large, group meetings to one-on-one sessions (e.g., gatekeepers at financial institutions), to dinner conversations. The Portfolio Advisor must have strong investment and analytical skills to develop compelling presentations. They must have the communication skills to adapt their delivery depending upon the setting, the audience, and the topic; different approaches will be required depending upon whether the setting is training a wholesaler, presenting to financial advisors, or conducting a due diligence session with a gatekeeper. In addition, the Portfolio Advisor must have the professional poise to manage challenging audiences. Other attributes for success in the role will be: knowledge of the broker-sold mutual fund market place, initiative and effective internal communication to manage the challenge of staying current while traveling extensively, and sense of humor '''QUALIFICATIONS''' *BA/BS Degree *CFA required *10 years experience marketing/selling mutual funds or separate accounts, or in an investment product management role Other: *JOB TITLE - Portfolio Advisor *JOB FAMILY - Product Management *LOCATION - Boston *Internal Number: 1177592 ---- gz2oe3msklumun04ds8bxi188d7ijj6 0 810 1588 2010-09-22T12:53:19Z Greis>Michael 0 Created page with '*Applied - Wellington online e-mail/g8rdsx :*Resume :*Cover Letter - mjg Wellington Reserch Associate *Posting - [http://jobs.efinancialcareers.com/job-4000000000671665.htm e…' 1588 wikitext text/x-wiki *Applied - Wellington online e-mail/g8rdsx :*Resume :*Cover Letter - mjg Wellington Reserch Associate *Posting - [http://jobs.efinancialcareers.com/job-4000000000671665.htm eFC] *Date - 22 September 2010 == Posting == Position Wellington Management Company, llp is seeking a Research Associate to work in our Global Portfolio Management Group with our Emerging Markets portfolio team, which covers, markets located in Latin America, Central/Eastern Europe, Africa and Asia. The Emerging Markets Research Associate will support the broad research needs of the Emerging Markets investment effort. Responsibilities will include the following: * Analysis of potential investment opportunities in emerging markets. This could include country, industry or stock analysis, meeting with company managements and modeling of company financials * Maintenance of emerging markets databases, including investment universes, company valuations, macro data and custom equity indices * Preparation of background materials for regional strategy meetings and sector strategy meetings * Analysis of emerging markets portfolio performance and maintenance of portfolio holdings data * Coordination of client presentations with the product management and client servicing groups, including generating relevant market and company data and portfolio analysis Qualifications We are seeking an individual with excellent analytical and communication skills, and an eagerness to apply them to the investment decision-making process. Specific qualifications for the position are the following: *College degree in a relevant subject from a competitive university program with 2-5 years of relevant experience *Experience in or a demonstrated commitment to learn about international markets *Demonstrated mathematical and analytical skills *Effective written and verbal communication skills *Strict attention to detail and a strong work ethic *Progress towards the CFA is a plus ---- 3xl569vrza00oapgljfjp4wdg98yfpn 1589 1588 2024-05-24T04:57:45Z Michael 1 1 revision imported 1588 wikitext text/x-wiki *Applied - Wellington online e-mail/g8rdsx :*Resume :*Cover Letter - mjg Wellington Reserch Associate *Posting - [http://jobs.efinancialcareers.com/job-4000000000671665.htm eFC] *Date - 22 September 2010 == Posting == Position Wellington Management Company, llp is seeking a Research Associate to work in our Global Portfolio Management Group with our Emerging Markets portfolio team, which covers, markets located in Latin America, Central/Eastern Europe, Africa and Asia. The Emerging Markets Research Associate will support the broad research needs of the Emerging Markets investment effort. Responsibilities will include the following: * Analysis of potential investment opportunities in emerging markets. This could include country, industry or stock analysis, meeting with company managements and modeling of company financials * Maintenance of emerging markets databases, including investment universes, company valuations, macro data and custom equity indices * Preparation of background materials for regional strategy meetings and sector strategy meetings * Analysis of emerging markets portfolio performance and maintenance of portfolio holdings data * Coordination of client presentations with the product management and client servicing groups, including generating relevant market and company data and portfolio analysis Qualifications We are seeking an individual with excellent analytical and communication skills, and an eagerness to apply them to the investment decision-making process. Specific qualifications for the position are the following: *College degree in a relevant subject from a competitive university program with 2-5 years of relevant experience *Experience in or a demonstrated commitment to learn about international markets *Demonstrated mathematical and analytical skills *Effective written and verbal communication skills *Strict attention to detail and a strong work ethic *Progress towards the CFA is a plus ---- 3xl569vrza00oapgljfjp4wdg98yfpn 0 811 1590 2019-07-10T13:24:49Z Greis>Michael 0 1590 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] :Connected with Sean Fullerton in Boston office. Position is located in SF. Already in second round of interviews. *Applied - Talked with Sean in June [[activity date::2019-06-15]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*Indeed :*Posted [[event date::2017-05-01]]? ::*No longer posted === Posting === <u>Job Description</u> At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. The Investment Strategist in the Environmental, Social and Governance (ESG) team at Wells Fargo Asset Management (WFAM) will work to help the Head of ESG, along with fellow Strategists, grow the key ESG business segment. The ideal candidate for the role has a broader interest in sustainability, investments and in building out the WFAM business and brand, in particular across the Wealth and Investment Management (WIM) organization. <u>Responsibilities</u>: *Create ESG analysis and support tools and structure to spur the adoption of the WFAM ESG value proposition with clients and prospects *Work directly with investment, product, and client-facing and consultant teams to educate on ESG issues and generate ideas or solutions to provide a superior investment offering and client experience *Solidify the ESG business infrastructure – client q/a, competitive analysis, product positioning, RFP responses, etc. – to improve operating efficiency and effectiveness with peers, clients, prospects and consultants and to enable our mission-oriented dynamic team to succeed and grow *Contribute to custom ESG projects and analyses for clients and prospects *Contribute to content development and thought leadership for different client segments, both idea generation for compelling and differentiated pieces and in the execution of the content <u>Required Qualifications</u> *A BS/BA degree or higher *5+ years of investment management experience <u>Desired Qualifications</u> *A Master's degree or higher *Knowledge and understanding of investment analysis *Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation <u>Other Desired Qualifications</u> *Experience in ESG or sustainable investing, or specific topics of carbon/climate, Sustainable Development Goals (SDGs), impact investing etc. *Institutional investment experience, including client interaction and familiarity with investment products *Exceptional written and verbal communication skills, with the ability to connect and engage an audience, explaining complex concepts in simple fashion *Team player with experience in building strong working relationships across cultures and borders *Self-starter who thrives in a dynamic and entrepreneurial environment *Ability and willingness to travel occasionally <u>Street Address</u> *CA-SF-Financial District: 525 Market St - San Francisco, CA *MA-Boston: 125 High Street - Boston, MA *WI-Menomonee Falls: 100 Heritage Reserve - Menomonee Falls, WI <u>Disclaimer</u> All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. :WEALTH INV MGMT/WIM PSI :Wells Fargo - 30+ days ago - report job ---- dvvn6l18dp1r82435yljgebuu1faxn7 1591 1590 2024-05-24T04:57:45Z Michael 1 1 revision imported 1590 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::closed]] [[opportunity status::DNA]] :Connected with Sean Fullerton in Boston office. Position is located in SF. Already in second round of interviews. *Applied - Talked with Sean in June [[activity date::2019-06-15]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*Indeed :*Posted [[event date::2017-05-01]]? ::*No longer posted === Posting === <u>Job Description</u> At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. The Investment Strategist in the Environmental, Social and Governance (ESG) team at Wells Fargo Asset Management (WFAM) will work to help the Head of ESG, along with fellow Strategists, grow the key ESG business segment. The ideal candidate for the role has a broader interest in sustainability, investments and in building out the WFAM business and brand, in particular across the Wealth and Investment Management (WIM) organization. <u>Responsibilities</u>: *Create ESG analysis and support tools and structure to spur the adoption of the WFAM ESG value proposition with clients and prospects *Work directly with investment, product, and client-facing and consultant teams to educate on ESG issues and generate ideas or solutions to provide a superior investment offering and client experience *Solidify the ESG business infrastructure – client q/a, competitive analysis, product positioning, RFP responses, etc. – to improve operating efficiency and effectiveness with peers, clients, prospects and consultants and to enable our mission-oriented dynamic team to succeed and grow *Contribute to custom ESG projects and analyses for clients and prospects *Contribute to content development and thought leadership for different client segments, both idea generation for compelling and differentiated pieces and in the execution of the content <u>Required Qualifications</u> *A BS/BA degree or higher *5+ years of investment management experience <u>Desired Qualifications</u> *A Master's degree or higher *Knowledge and understanding of investment analysis *Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation <u>Other Desired Qualifications</u> *Experience in ESG or sustainable investing, or specific topics of carbon/climate, Sustainable Development Goals (SDGs), impact investing etc. *Institutional investment experience, including client interaction and familiarity with investment products *Exceptional written and verbal communication skills, with the ability to connect and engage an audience, explaining complex concepts in simple fashion *Team player with experience in building strong working relationships across cultures and borders *Self-starter who thrives in a dynamic and entrepreneurial environment *Ability and willingness to travel occasionally <u>Street Address</u> *CA-SF-Financial District: 525 Market St - San Francisco, CA *MA-Boston: 125 High Street - Boston, MA *WI-Menomonee Falls: 100 Heritage Reserve - Menomonee Falls, WI <u>Disclaimer</u> All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. :WEALTH INV MGMT/WIM PSI :Wells Fargo - 30+ days ago - report job ---- dvvn6l18dp1r82435yljgebuu1faxn7 0 812 1592 2021-06-21T21:31:56Z Greis>Michael 0 1592 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::active]] [[opportunity status::Applied]] *Applied -[[activity date::2021-05-10]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://www.wellsfargojobs.com/job/new-york/sustainable-investment-strategist/1251/19285235 Wells Fargo Jobs] :*Posted [[event date::2021-04-26]] === Posting === We have an opening for a Sustainable Investment Strategist to join our team. The individual will work in the Sustainable Investing team at Wells Fargo Asset Management (WFAM) to help the Co-heads of Sustainable Investing, along with fellow Strategists and key colleagues, to advance the sustainable investing offering of WFAM. The Sustainable Investing team sits centrally within the firm, and partners widely across the business. The ideal candidate for the role will have a keen interest and experience in sustainability, broad interest in investment and finance, and further building out the WFAM sustainability business and brand. The role will have particular focus on supporting institutional and intermediary investors globally. Responsibilities<br> * Serve as a highly regarded domain expert that contributes to enhancing the firm’s Sustainable Investing value proposition that yields a superior investment offering and client experience<br> * Partner with distribution teams and clients to help meet investment objectives and reporting requirements, and serve as a thought partner to amplify client’s sustainability goals<br> * Shape content and thought leadership on salient sustainable investing concepts for various client segments, both idea generation for compelling and differentiated pieces and delivery of the content<br> * Provide advice and support to WFAM investment teams to further the incorporation of sustainable investing thinking into their strategies and co-design compelling client solutions<br> * Solidify the sustainable investing business infrastructure – client commentary, competitive analysis, RFP responses, etc. – to improve operating efficiency and effectiveness with clients, prospects and consultants, and to enable our mission-oriented dynamic team to succeed and grow<br> * Contribute to custom projects and analyses for WFAM leadership and clients and prospects <br><br>Required Qualifications<br> * 5+ years of investment management experience * A BS/BA degree or higher <br><br><br><br>Other Desired Qualifications<br> * A Master's degree or higher * 5+ years of investment management/finance sector, or sustainability experience * Knowledge and understanding of investment analysis * Experience in ESG research or sustainable investing, or specific topics of carbon/climate, Sustainable Development Goals (SDGs), impact investing, etc. * A high level of market sophistication, including public speaking and authoring thematic content * Exceptional written and verbal communication skills, with the ability to connect and engage an audience, explaining complex concepts in simple fashion * Team player with experience in building strong working relationships across cultures and borders * Self-starter who thrives in a dynamic and entrepreneurial environment * Demonstrated willingness to challenge norms * Creative thinker * Advanced Microsoft Excel and PowerPoint skills * Ability and willingness to travel occasionally <br><br>Job Expectations<br> * Ability to travel up to 15% of the time ---- asqx9q1qeeaslw9ljo75x09yk34lamz 1593 1592 2024-05-24T04:57:45Z Michael 1 1 revision imported 1592 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::active]] [[opportunity status::Applied]] *Applied -[[activity date::2021-05-10]] :*Resume - ''' ''' :*Cover Letter - ''' ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[https://www.wellsfargojobs.com/job/new-york/sustainable-investment-strategist/1251/19285235 Wells Fargo Jobs] :*Posted [[event date::2021-04-26]] === Posting === We have an opening for a Sustainable Investment Strategist to join our team. The individual will work in the Sustainable Investing team at Wells Fargo Asset Management (WFAM) to help the Co-heads of Sustainable Investing, along with fellow Strategists and key colleagues, to advance the sustainable investing offering of WFAM. The Sustainable Investing team sits centrally within the firm, and partners widely across the business. The ideal candidate for the role will have a keen interest and experience in sustainability, broad interest in investment and finance, and further building out the WFAM sustainability business and brand. The role will have particular focus on supporting institutional and intermediary investors globally. Responsibilities<br> * Serve as a highly regarded domain expert that contributes to enhancing the firm’s Sustainable Investing value proposition that yields a superior investment offering and client experience<br> * Partner with distribution teams and clients to help meet investment objectives and reporting requirements, and serve as a thought partner to amplify client’s sustainability goals<br> * Shape content and thought leadership on salient sustainable investing concepts for various client segments, both idea generation for compelling and differentiated pieces and delivery of the content<br> * Provide advice and support to WFAM investment teams to further the incorporation of sustainable investing thinking into their strategies and co-design compelling client solutions<br> * Solidify the sustainable investing business infrastructure – client commentary, competitive analysis, RFP responses, etc. – to improve operating efficiency and effectiveness with clients, prospects and consultants, and to enable our mission-oriented dynamic team to succeed and grow<br> * Contribute to custom projects and analyses for WFAM leadership and clients and prospects <br><br>Required Qualifications<br> * 5+ years of investment management experience * A BS/BA degree or higher <br><br><br><br>Other Desired Qualifications<br> * A Master's degree or higher * 5+ years of investment management/finance sector, or sustainability experience * Knowledge and understanding of investment analysis * Experience in ESG research or sustainable investing, or specific topics of carbon/climate, Sustainable Development Goals (SDGs), impact investing, etc. * A high level of market sophistication, including public speaking and authoring thematic content * Exceptional written and verbal communication skills, with the ability to connect and engage an audience, explaining complex concepts in simple fashion * Team player with experience in building strong working relationships across cultures and borders * Self-starter who thrives in a dynamic and entrepreneurial environment * Demonstrated willingness to challenge norms * Creative thinker * Advanced Microsoft Excel and PowerPoint skills * Ability and willingness to travel occasionally <br><br>Job Expectations<br> * Ability to travel up to 15% of the time ---- asqx9q1qeeaslw9ljo75x09yk34lamz 0 813 1594 2021-06-15T15:51:28Z Greis>Michael 0 1594 wikitext text/x-wiki === 2021-06-04 === Initial phone interview with '''Christie Bernhardt''' *Will hear from Hiring manager for next interview in about a week === 2021-05-05 === '''Sean Fullerton''' reached out to tell me about the position. He also posted it on the CFA Connect platform. *I asked him if he had any contacts (hiring manager, HR) he could share that I could talk with. *Sean followed up next day - '''Chris McKnett''' is the hiring manager. Chris does not want to talk directly with anyone out of a sense of fairness (and expecting many applications. *Sean and I talked about WFAM and the position. (See/transcribe notes from Workflowy.) *Let me know that WF application system only takes resumes - no cover letters. He would be happy to forward one to Chris. 9p9m9nwllpyqa3gk7dwsy2ilf5kskik 1595 1594 2024-05-24T04:57:45Z Michael 1 1 revision imported 1594 wikitext text/x-wiki === 2021-06-04 === Initial phone interview with '''Christie Bernhardt''' *Will hear from Hiring manager for next interview in about a week === 2021-05-05 === '''Sean Fullerton''' reached out to tell me about the position. He also posted it on the CFA Connect platform. *I asked him if he had any contacts (hiring manager, HR) he could share that I could talk with. *Sean followed up next day - '''Chris McKnett''' is the hiring manager. Chris does not want to talk directly with anyone out of a sense of fairness (and expecting many applications. *Sean and I talked about WFAM and the position. (See/transcribe notes from Workflowy.) *Let me know that WF application system only takes resumes - no cover letters. He would be happy to forward one to Chris. 9p9m9nwllpyqa3gk7dwsy2ilf5kskik 0 814 1596 2019-03-13T16:07:20Z Greis>Michael 0 1596 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::Active]] [[opportunity status::Applied]] :*{{hct|2019-03-12}} Received note; extended deadline, consultant in touch if interested *Due date: '''2019-03-11''' *Applied - <!-- [[activity date::2019-03-11]] --> :*Resume - ''' ''' :*Cover Letter - '''Greis MJ Winslow Foundation ED Cover ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[http://jobs.massterlist.com/posts/the-winslow-foundation-executive-director MASSterlist.com] :*Posted [[event date::2019-03-04]] === Posting === '''Position Summary''': The Executive Director is responsible for the day-to-day operations of this family foundation dedicated to establishing a sustainable global ecology. Current programmatic areas include climate change, toxics, biodiversity and habitat preservation, population growth and key scientific research through movement building, environmental law, research and education/ communications. Annual grant making is approximately $1.5 million. The individual needs to be able to work independently to meet the foundations goals, with input but not daily guidance from the three family-member Board of Trustees who all have other significant commitments. This position is generally the first point of contact for grantees and the public, providing information on the Foundation’s guidelines, the grant proposal process, and other issues. This position is responsible for processing grant applications, tracking grants made by the Foundation, obtaining and maintaining reports required from grantees, and handling correspondence, meeting arrangements, and special projects as directed by the Board of Trustees. The Executive Director also serves as Secretary of the Foundation. The individual in this position will also need to be an explorer and researcher – through other contacts and outreach – to present ideas to the Board for potential dynamic funding opportunities. The Foundation does not maintain a physical office, and the Executive Director works from home or other flexible location. Ideally the individual will be based in Colorado or Massachusetts (or nearby locations). The Executive Director is responsible to the three Board of Trustees for the implementation of policies and for the management of the Foundation in a manner consistent with its stated mission and as defined in the Articles of Incorporation and the Bylaws of the Foundation. <u>Specific Duties and Responsibilities</u> '''Strategic''' *Facilitate conversations with Board to identify and, on regular basis, hone strategic direction and funding priorities *Provide guidance and recommendations to the Board with respect to policies and procedures; issues and activities in which the Foundation from time to time might want to be involved. :*Keep abreast of policy, political, economic and other developments associated with the Board-established program priorities. :*Investigate projects and programs that may be of interest to the Foundation to support or fund *Explore programs and activities of other funders and organizations to help identify opportunities that best leverage the Foundation’s grant making. *Participate in events and meetings relevant to Foundation’s programmatic areas and/or grantees’ activities '''Administrative''' *Prepare and provide the Board with all data, reports and background information requested by and necessary for the Trustees to carry out their responsibilities. *Implement all decisions and policies adopted by the Board and carry out all directives of the Board. *Manage operational and logistical functions for board of trustees meetings, including notices, meeting space, board books, and taking minutes. *Assure that the Foundation's programmatic and financial records are properly organized and carefully maintained (this is undertaken primarily by an external grants administrator). *Hire and supervise all staff or consultants (as authorized by the Board of Trustees) and coordinate activities with professional advisors, i.e. investment advisers. Note: At present, the Director is the sole staff of the Foundation and works closely with Foundation Source, which is a grants administrator, plans and manages taxes and other key needs. *Respond to surveys from funding groups/organizations. *Submit necessary reimbursements and ensure that insurance payments and other basic operational costs are processed for payment. '''Grantmaking''' *Solicit and review Letter of Interest and determine process for reviewing with Board. *Based on when the Board determines it wants to consider proposals, coordinate with grantees and prospective grantees on proposal submissions in accordance with timelines and guidelines established by the Board. *Read and review reports and proposals. Provide summaries and observations/comments on grant proposals and reports for Board consideration at meetings. *Facilitate the process for Trustees’ selection of grant proposals to fund. *Develop and continue working relationships with grantees, including informal contact to check in on progress and challenges and through their own outreach. *Working with the grants administrator, oversee all grant payments and processing of grant requests in accordance with Board decisions. *Prepare and distribute all approval notifications (through the grants administrator) and denial notifications after board meeting. '''Fund Investment Oversight''' *Assist the Board in monitoring the investment of Foundation funds. *Maintain necessary relationships with the investment manager(s) to assure a sound working relationship consistent with the Board's policy. Based on investment managers’ recommendations, seek Board approval for implementing those changes in investments. *Respond to requests from different funds (e.g. Common Reporting Standards/ID requests). *Ensure funds are in appropriate accounts for basic administrative expenses and for grant making at appropriate time in the cycle. '''Skills and Proficiencies''' *Bachelor's degree is required, and an advanced degree is a plus. *Minimum of 6 years professional work experience in relevant environmental issues and/or movement building, *Experience in program and/or project management. *Strong verbal and written communication skills. *Ability to take initiative and complete project assignments independently. *Ability to multi-task and effectively carry out varied job responsibilities on one’s own. *Strong knowledge of grant processes and practices and willingness to become familiar with the Foundation’s guidelines and processes. *Must be well organized and detail-oriented to track the range of Foundation activities, grants, budgeting and finances. *Ability to maintain a cordial relation with diverse grantees, consultants, peer organizations and professional associations. *Ability to work with diverse populations and commitment to equity in all personal and professional dealings. *Readily answerable and accessible to grantees in order to update them with status of the grant process, and to learn from them. *Flexibility; must be willing and capable of adapting to changing priorities and deadlines. *Evidence of dependability, trustworthiness, confidentiality and effective work habits. *Ability to represent the Foundation in a professional and highly competent manner. '''Application Details''' *Deadline: close of business on '''Monday, March 11, 2019'''. *Compensation: Salary: $90,000 - $110,000 depending on experience. Benefits: comprehensive benefits package that includes health, dental, vision, paid time off, and retirement plan with a match. *All applications should be emailed to: staff@winslowfoundation.org with “Executive Director Position” in the subject line and should include the following: *Cover letter detailing the applicant’s match with the position requirements *Resume *Three references with contact information ---- dq1slmwbmx3trqlnubvtqtcodaunvmc 1597 1596 2024-05-24T04:57:45Z Michael 1 1 revision imported 1596 wikitext text/x-wiki __NOTOC__ [[activity type::job opening| ]] [[shortname::{{SUBPAGENAME}}| ]] <!-- project status:: active | closed --> <!-- opportunity status:: See Property:Opportunity_status for details --> <!-- for status open: ToDo | Applied | Consider --> <!-- for status closed: DNA | NR | DNG --> *Status: [[project status::Active]] [[opportunity status::Applied]] :*{{hct|2019-03-12}} Received note; extended deadline, consultant in touch if interested *Due date: '''2019-03-11''' *Applied - <!-- [[activity date::2019-03-11]] --> :*Resume - ''' ''' :*Cover Letter - '''Greis MJ Winslow Foundation ED Cover ''' <!-- involved::company_name --> *[[Career/Opportunities/{{SUBPAGENAME}}/Notes|Notes]] *Posting :*[http://jobs.massterlist.com/posts/the-winslow-foundation-executive-director MASSterlist.com] :*Posted [[event date::2019-03-04]] === Posting === '''Position Summary''': The Executive Director is responsible for the day-to-day operations of this family foundation dedicated to establishing a sustainable global ecology. Current programmatic areas include climate change, toxics, biodiversity and habitat preservation, population growth and key scientific research through movement building, environmental law, research and education/ communications. Annual grant making is approximately $1.5 million. The individual needs to be able to work independently to meet the foundations goals, with input but not daily guidance from the three family-member Board of Trustees who all have other significant commitments. This position is generally the first point of contact for grantees and the public, providing information on the Foundation’s guidelines, the grant proposal process, and other issues. This position is responsible for processing grant applications, tracking grants made by the Foundation, obtaining and maintaining reports required from grantees, and handling correspondence, meeting arrangements, and special projects as directed by the Board of Trustees. The Executive Director also serves as Secretary of the Foundation. The individual in this position will also need to be an explorer and researcher – through other contacts and outreach – to present ideas to the Board for potential dynamic funding opportunities. The Foundation does not maintain a physical office, and the Executive Director works from home or other flexible location. Ideally the individual will be based in Colorado or Massachusetts (or nearby locations). The Executive Director is responsible to the three Board of Trustees for the implementation of policies and for the management of the Foundation in a manner consistent with its stated mission and as defined in the Articles of Incorporation and the Bylaws of the Foundation. <u>Specific Duties and Responsibilities</u> '''Strategic''' *Facilitate conversations with Board to identify and, on regular basis, hone strategic direction and funding priorities *Provide guidance and recommendations to the Board with respect to policies and procedures; issues and activities in which the Foundation from time to time might want to be involved. :*Keep abreast of policy, political, economic and other developments associated with the Board-established program priorities. :*Investigate projects and programs that may be of interest to the Foundation to support or fund *Explore programs and activities of other funders and organizations to help identify opportunities that best leverage the Foundation’s grant making. *Participate in events and meetings relevant to Foundation’s programmatic areas and/or grantees’ activities '''Administrative''' *Prepare and provide the Board with all data, reports and background information requested by and necessary for the Trustees to carry out their responsibilities. *Implement all decisions and policies adopted by the Board and carry out all directives of the Board. *Manage operational and logistical functions for board of trustees meetings, including notices, meeting space, board books, and taking minutes. *Assure that the Foundation's programmatic and financial records are properly organized and carefully maintained (this is undertaken primarily by an external grants administrator). *Hire and supervise all staff or consultants (as authorized by the Board of Trustees) and coordinate activities with professional advisors, i.e. investment advisers. Note: At present, the Director is the sole staff of the Foundation and works closely with Foundation Source, which is a grants administrator, plans and manages taxes and other key needs. *Respond to surveys from funding groups/organizations. *Submit necessary reimbursements and ensure that insurance payments and other basic operational costs are processed for payment. '''Grantmaking''' *Solicit and review Letter of Interest and determine process for reviewing with Board. *Based on when the Board determines it wants to consider proposals, coordinate with grantees and prospective grantees on proposal submissions in accordance with timelines and guidelines established by the Board. *Read and review reports and proposals. Provide summaries and observations/comments on grant proposals and reports for Board consideration at meetings. *Facilitate the process for Trustees’ selection of grant proposals to fund. *Develop and continue working relationships with grantees, including informal contact to check in on progress and challenges and through their own outreach. *Working with the grants administrator, oversee all grant payments and processing of grant requests in accordance with Board decisions. *Prepare and distribute all approval notifications (through the grants administrator) and denial notifications after board meeting. '''Fund Investment Oversight''' *Assist the Board in monitoring the investment of Foundation funds. *Maintain necessary relationships with the investment manager(s) to assure a sound working relationship consistent with the Board's policy. Based on investment managers’ recommendations, seek Board approval for implementing those changes in investments. *Respond to requests from different funds (e.g. Common Reporting Standards/ID requests). *Ensure funds are in appropriate accounts for basic administrative expenses and for grant making at appropriate time in the cycle. '''Skills and Proficiencies''' *Bachelor's degree is required, and an advanced degree is a plus. *Minimum of 6 years professional work experience in relevant environmental issues and/or movement building, *Experience in program and/or project management. *Strong verbal and written communication skills. *Ability to take initiative and complete project assignments independently. *Ability to multi-task and effectively carry out varied job responsibilities on one’s own. *Strong knowledge of grant processes and practices and willingness to become familiar with the Foundation’s guidelines and processes. *Must be well organized and detail-oriented to track the range of Foundation activities, grants, budgeting and finances. *Ability to maintain a cordial relation with diverse grantees, consultants, peer organizations and professional associations. *Ability to work with diverse populations and commitment to equity in all personal and professional dealings. *Readily answerable and accessible to grantees in order to update them with status of the grant process, and to learn from them. *Flexibility; must be willing and capable of adapting to changing priorities and deadlines. *Evidence of dependability, trustworthiness, confidentiality and effective work habits. *Ability to represent the Foundation in a professional and highly competent manner. '''Application Details''' *Deadline: close of business on '''Monday, March 11, 2019'''. *Compensation: Salary: $90,000 - $110,000 depending on experience. Benefits: comprehensive benefits package that includes health, dental, vision, paid time off, and retirement plan with a match. *All applications should be emailed to: staff@winslowfoundation.org with “Executive Director Position” in the subject line and should include the following: *Cover letter detailing the applicant’s match with the position requirements *Resume *Three references with contact information ---- dq1slmwbmx3trqlnubvtqtcodaunvmc 0 815 1598 2019-03-13T14:49:39Z Greis>Michael 0 1598 wikitext text/x-wiki == Corporate Information == *EIN - '''22-2778703''' *Domiciled in NJ - Entity '''0100323362''' :*Originally registered 1986 :*NJ Filings [https://www.njportal.com/dor/businessrecords/EntityDocs/BusinessCopies.aspx listed online] (copies can be ordered) ::CHANGE OF AGENT AND OFFICE 1997 ::*AMENDMENT 1990 ::*CHANGE OF AGENT AND OFFICE 1991 ::*CHANGE OF REGISTERED OFFICE 2003 :*[https://www.nj.gov/treasury/revenue/copiesentities.shtml Requesting Copies of original documents] - $0.10 per page ::*If need to request bylaws, etc. *Registered as a foreign corporation in Colorado - ID number '''20161774125''' :*[https://www.sos.state.co.us/biz/BusinessEntityHistory.do?quitButtonDestination=BusinessEntityDetail&pi1=1&nameTyp=ENT&masterFileId=20161774125&entityId2=20161774125&srchTyp=ENTITY online filings] Per 990 and filing information, '''Ellen Marshall''' is the registered agent and foundation secretary. == Workflowy notes == Winslow Foundation Executive Director Opportunity *Foundation committed to building sustainable global ecology *Notes on posting & position description :*Surmise from description that trustees may be seeking greater impact , believe that hiring the right individual will facilitate that by leveraging and enabling them to accomplish more, overcoming constraints of time and distance. :*Specific duties & responsibilities organized by: ::*Strategic ::*Administrative ::*Grantmaking ::*Fund Investment Oversigt *Committed to building sustainable economy :*Leading sustainable investing initiative :*Renewable energy bd experience :*Green Needham *Experienced managing senior-level relationships *Non-profit and public service experience *Explorer and researcher :*idea generator and explainer :*work across multiple sectors and interest areas *Responsible, ethical *CFA Charterholder - SI & ethics *Experience distributing and monitoring grants :*IBM University Relations *Non-profit management and oversight :*TNC, (GHPF, GNC) *Public-facing *Focus on / things to emphasize :*Environmental issues - experience ::*clean tech :*Communications skills :*Management ::*Project management ::*independent work ::*varying responsibilities - flexibility :*Grant projects ::*relationships with diverse grantees :::*represent the foundation :*Trustworthiness and Ethics :*Commitment to equity *Opening :*Pleased to see this because it ties together so many areas of my expertise and interests :*because of my wide experience, I have a strong framework for learningn and assimilating new information quickly and putting it into context. :*Within my communities, I am recognized face of sustainable investing, environmental sustainability... *Top level bullets :*Collaborative grantmaking ::*IBM University Relations ::*Working relationships for mutually satisfactory results with diverse stakeholders ::*prospect research ::*persistence for long-term project implementation - RTS solar :*FInancial expertise ::*CFA Charterholder ::*Sustainable Investing ::*fund investment oversight ::*Assessing financial capabilities of partners ::*Ethics :*Communications & Stakeholder Engagement/Relationships ::*Face of the foundation ::*diverse grantees ::*Trustees ::*Senior level management ::*alignment of stakeholder interests ::*diversity ::*seminars :*Subject expertise - sustainable economy and ecology ::*sustainable investing ::*sustainability :*Management ::*teams, virtual teams, non-profits ::*across organizations ::*without direct management oversight ::*process innovation ::*non-profit board experience *In the closing (or elsewhere) :*from a white paper on ocean science to municipal solar and everything in between :*flexiblity, curiousity, continuous learning :*policy and political advocacy :*diversity :*Particularly eager to helping a small committed group of people accomplish something bigger mooruh8cu4iz44jjzppq7fg89e4fozv 1599 1598 2024-05-24T04:57:45Z Michael 1 1 revision imported 1598 wikitext text/x-wiki == Corporate Information == *EIN - '''22-2778703''' *Domiciled in NJ - Entity '''0100323362''' :*Originally registered 1986 :*NJ Filings [https://www.njportal.com/dor/businessrecords/EntityDocs/BusinessCopies.aspx listed online] (copies can be ordered) ::CHANGE OF AGENT AND OFFICE 1997 ::*AMENDMENT 1990 ::*CHANGE OF AGENT AND OFFICE 1991 ::*CHANGE OF REGISTERED OFFICE 2003 :*[https://www.nj.gov/treasury/revenue/copiesentities.shtml Requesting Copies of original documents] - $0.10 per page ::*If need to request bylaws, etc. *Registered as a foreign corporation in Colorado - ID number '''20161774125''' :*[https://www.sos.state.co.us/biz/BusinessEntityHistory.do?quitButtonDestination=BusinessEntityDetail&pi1=1&nameTyp=ENT&masterFileId=20161774125&entityId2=20161774125&srchTyp=ENTITY online filings] Per 990 and filing information, '''Ellen Marshall''' is the registered agent and foundation secretary. == Workflowy notes == Winslow Foundation Executive Director Opportunity *Foundation committed to building sustainable global ecology *Notes on posting & position description :*Surmise from description that trustees may be seeking greater impact , believe that hiring the right individual will facilitate that by leveraging and enabling them to accomplish more, overcoming constraints of time and distance. :*Specific duties & responsibilities organized by: ::*Strategic ::*Administrative ::*Grantmaking ::*Fund Investment Oversigt *Committed to building sustainable economy :*Leading sustainable investing initiative :*Renewable energy bd experience :*Green Needham *Experienced managing senior-level relationships *Non-profit and public service experience *Explorer and researcher :*idea generator and explainer :*work across multiple sectors and interest areas *Responsible, ethical *CFA Charterholder - SI & ethics *Experience distributing and monitoring grants :*IBM University Relations *Non-profit management and oversight :*TNC, (GHPF, GNC) *Public-facing *Focus on / things to emphasize :*Environmental issues - experience ::*clean tech :*Communications skills :*Management ::*Project management ::*independent work ::*varying responsibilities - flexibility :*Grant projects ::*relationships with diverse grantees :::*represent the foundation :*Trustworthiness and Ethics :*Commitment to equity *Opening :*Pleased to see this because it ties together so many areas of my expertise and interests :*because of my wide experience, I have a strong framework for learningn and assimilating new information quickly and putting it into context. :*Within my communities, I am recognized face of sustainable investing, environmental sustainability... *Top level bullets :*Collaborative grantmaking ::*IBM University Relations ::*Working relationships for mutually satisfactory results with diverse stakeholders ::*prospect research ::*persistence for long-term project implementation - RTS solar :*FInancial expertise ::*CFA Charterholder ::*Sustainable Investing ::*fund investment oversight ::*Assessing financial capabilities of partners ::*Ethics :*Communications & Stakeholder Engagement/Relationships ::*Face of the foundation ::*diverse grantees ::*Trustees ::*Senior level management ::*alignment of stakeholder interests ::*diversity ::*seminars :*Subject expertise - sustainable economy and ecology ::*sustainable investing ::*sustainability :*Management ::*teams, virtual teams, non-profits ::*across organizations ::*without direct management oversight ::*process innovation ::*non-profit board experience *In the closing (or elsewhere) :*from a white paper on ocean science to municipal solar and everything in between :*flexiblity, curiousity, continuous learning :*policy and political advocacy :*diversity :*Particularly eager to helping a small committed group of people accomplish something bigger mooruh8cu4iz44jjzppq7fg89e4fozv 0 816 1600 2010-06-09T19:56:14Z Greis>Michael 0 Created page with ' === Posting === *[http://jobs.efinancialcareers.com/job-4000000000636335.htm Posting] on eFinancial Careers The Director of Investor Relations will drive Zipcar’s investor r…' 1600 wikitext text/x-wiki === Posting === *[http://jobs.efinancialcareers.com/job-4000000000636335.htm Posting] on eFinancial Careers The Director of Investor Relations will drive Zipcar’s investor relations activities and will report to the CFO. This person will work with the General Counsel, VP Corporate Communications, Chief Marketing Officer, CEO and CFO to develop a comprehensive communications plan and associated messaging. Zipcar, the world’s largest car-sharing company, is looking to add new talent to our team. Today, Zipcar provides hundreds of thousands of people with a viable alternative to traditional car ownership, saving them money, time and headaches. Around the world—from coast to coast, across Canada, the UK, and college campuses in between—people are making the decision to live car free and enjoying the convenience and environmental benefits of having “wheels when you want them”. As we continue to grow our operations, we are looking for talented, passionate people with great ideas to join the family. We aim to create an environment that is supportive, diverse, and as fun as our brand. If you’re results-oriented, dedicated, and ready to contribute to an unparalleled member experience for our community of Zipsters, we encourage you to apply. To learn more about Zipcar, what we do, and how we do it, visit zipcar.com. For further employment opportunities, visit zipcar.com/about/jobs. Day-to-day responsibilities will vary, and are not represented in their entirety: * Collaborate with the CMO, VP Corporate Communications, General Counsel, and CFO to develop and maintain an overall financial communications strategy, plan and message track that are consistent with the company’s overall corporate communications and brand communications approach * Maintain relationships with sell-side and buy-side analysts and institutions * Organize non-deal investor road shows, Analyst Days and other events * Identify and select appropriate investor and industry conferences to “tell the company’s story” * Assist with institutional ownership reporting, investor targeting efforts and sell side analyst consensus tracking * Assist in meeting cyclical and ad hoc deadlines for projects, occasionally requiring evening and weekend availability * Participate in the preparation and coordination of the company’s quarterly and annual financial reporting, press releases and earnings calls as well as communication of other substantive company developments * Create presentations using PowerPoint by researching and collecting data relevant to key company and industry issues to be used by senior management for investor meetings * Assist with the preparation of Q&A summaries related to disclosure events for Senior Management * Understand, monitor and communicate key operational and financial information * Monitor website content and assure information is up to date and accurate * Research website content best practices and recommend improvements and enhancements to existing content/design * Monitor key blogs, social web and other relevant communication channels Requirements: * Bachelor’s degree required, preference given to candidates with a MBA * Minimum of 8 Years total work experience * Must have substantial financial public relations / investment analysis experience and advanced knowledge of regulatory disclosure requirements, NIRI membership preferred * Experience with and comfortable operating across all communication channels, include blogs and the social web * Ability to create concise and accurate investor communications * Strong sense of initiative, high energy level, outstanding work ethic, good interpersonal skills, and the ability to work independently. * Team player, intellectually curious, and highly flexible * Advanced financial modeling skills * Excellent organizational skills * Excellent written and oral communication skills * Strong interpersonal/relationship skills * Creative and analytical thinker * Detail oriented and able to multitask, meet deadlines, and adjust to changing priorities * Self-motivated, able to work in a team and independently * Ability to exercise independent discretion on matters of significance * Strong computer skills including Microsoft Office suite, particularly Microsoft Excel and PowerPoint (high level PowerPoint and Excel skills required). * Strong Finance skill set with a basic understanding of US GAAP, balance sheet, income statement, cash flow Additional Benefits: Competitive Compensation * Superior Benefits Package * Free Membership * Discounts on services, products and much more We appreciate every applicant’s interest, however only those under consideration will be contacted. We regret that phone calls will not be accepted. Zipcar is an Equal Opportunity Employer and we encourage people of all backgrounds to apply. 60jez2kguthgarqy6uj3iyh29q3qjop 1601 1600 2024-05-24T04:57:46Z Michael 1 1 revision imported 1600 wikitext text/x-wiki === Posting === *[http://jobs.efinancialcareers.com/job-4000000000636335.htm Posting] on eFinancial Careers The Director of Investor Relations will drive Zipcar’s investor relations activities and will report to the CFO. This person will work with the General Counsel, VP Corporate Communications, Chief Marketing Officer, CEO and CFO to develop a comprehensive communications plan and associated messaging. Zipcar, the world’s largest car-sharing company, is looking to add new talent to our team. Today, Zipcar provides hundreds of thousands of people with a viable alternative to traditional car ownership, saving them money, time and headaches. Around the world—from coast to coast, across Canada, the UK, and college campuses in between—people are making the decision to live car free and enjoying the convenience and environmental benefits of having “wheels when you want them”. As we continue to grow our operations, we are looking for talented, passionate people with great ideas to join the family. We aim to create an environment that is supportive, diverse, and as fun as our brand. If you’re results-oriented, dedicated, and ready to contribute to an unparalleled member experience for our community of Zipsters, we encourage you to apply. To learn more about Zipcar, what we do, and how we do it, visit zipcar.com. For further employment opportunities, visit zipcar.com/about/jobs. Day-to-day responsibilities will vary, and are not represented in their entirety: * Collaborate with the CMO, VP Corporate Communications, General Counsel, and CFO to develop and maintain an overall financial communications strategy, plan and message track that are consistent with the company’s overall corporate communications and brand communications approach * Maintain relationships with sell-side and buy-side analysts and institutions * Organize non-deal investor road shows, Analyst Days and other events * Identify and select appropriate investor and industry conferences to “tell the company’s story” * Assist with institutional ownership reporting, investor targeting efforts and sell side analyst consensus tracking * Assist in meeting cyclical and ad hoc deadlines for projects, occasionally requiring evening and weekend availability * Participate in the preparation and coordination of the company’s quarterly and annual financial reporting, press releases and earnings calls as well as communication of other substantive company developments * Create presentations using PowerPoint by researching and collecting data relevant to key company and industry issues to be used by senior management for investor meetings * Assist with the preparation of Q&A summaries related to disclosure events for Senior Management * Understand, monitor and communicate key operational and financial information * Monitor website content and assure information is up to date and accurate * Research website content best practices and recommend improvements and enhancements to existing content/design * Monitor key blogs, social web and other relevant communication channels Requirements: * Bachelor’s degree required, preference given to candidates with a MBA * Minimum of 8 Years total work experience * Must have substantial financial public relations / investment analysis experience and advanced knowledge of regulatory disclosure requirements, NIRI membership preferred * Experience with and comfortable operating across all communication channels, include blogs and the social web * Ability to create concise and accurate investor communications * Strong sense of initiative, high energy level, outstanding work ethic, good interpersonal skills, and the ability to work independently. * Team player, intellectually curious, and highly flexible * Advanced financial modeling skills * Excellent organizational skills * Excellent written and oral communication skills * Strong interpersonal/relationship skills * Creative and analytical thinker * Detail oriented and able to multitask, meet deadlines, and adjust to changing priorities * Self-motivated, able to work in a team and independently * Ability to exercise independent discretion on matters of significance * Strong computer skills including Microsoft Office suite, particularly Microsoft Excel and PowerPoint (high level PowerPoint and Excel skills required). * Strong Finance skill set with a basic understanding of US GAAP, balance sheet, income statement, cash flow Additional Benefits: Competitive Compensation * Superior Benefits Package * Free Membership * Discounts on services, products and much more We appreciate every applicant’s interest, however only those under consideration will be contacted. We regret that phone calls will not be accepted. Zipcar is an Equal Opportunity Employer and we encourage people of all backgrounds to apply. 60jez2kguthgarqy6uj3iyh29q3qjop 0 817 1602 2017-07-10T15:03:05Z Greis>Michael 0 1602 wikitext text/x-wiki References, links and listing for publications and media I have authored or appeared in. *[http://www.cfapubs.org/doi/pdf/10.2469/cfm.v28.n1.16 Beyond Category: Once a niche activity, ESG investing is crossing asset classes] - March 2017 :*Professional Practice article, interviewed for and quoted by author Sheree DeCovny :*CFA Institute Magazine, March, 2017 :*DOI: pdf/10.2469/cfm.v28.n1.16 *'''Conscious Business interview''' - October 2016 {{hct|To-Do: Add others}} 3bk6namqzccarfbdtemb4o3iu8djx86 1603 1602 2024-05-24T04:57:46Z Michael 1 1 revision imported 1602 wikitext text/x-wiki References, links and listing for publications and media I have authored or appeared in. *[http://www.cfapubs.org/doi/pdf/10.2469/cfm.v28.n1.16 Beyond Category: Once a niche activity, ESG investing is crossing asset classes] - March 2017 :*Professional Practice article, interviewed for and quoted by author Sheree DeCovny :*CFA Institute Magazine, March, 2017 :*DOI: pdf/10.2469/cfm.v28.n1.16 *'''Conscious Business interview''' - October 2016 {{hct|To-Do: Add others}} 3bk6namqzccarfbdtemb4o3iu8djx86 0 818 1604 2023-01-02T19:38:06Z Greis>Michael 0 /* From Others */ 1604 wikitext text/x-wiki == From Others == '''''No one cares how much you know, until they know how much you care.''''' :-Theodore Roosevelt :-(Research this one to confirm) '''''Not everything that counts can be counted; not everything that can be counted, counts.''''' :- William Bruce Cameron, Professor of Sociology (1963) :- Wrongly attributed to Einstein Cameron originally used the two portions is separate articles (1957 & 1958), then combined them in the 1963 publication (as documented by [http://quoteinvestigator.com/2010/05/26/everything-counts-einstein/ QuoteInvestigator]). ''It would be nice if all of the data which sociologists require could be enumerated because then we could run them through IBM machines and draw charts as the economists do. However, not everything that can be counted counts, and not everything that counts can be counted.'' :- 1963 text “Informal Sociology: A Casual Introduction to Sociological Thinking” '''''In physics there may one day be a Theory of Everything. In finance and the social sciences, you're lucky if there is a usable theory of anything.''''' :- Emanuel Derman (author), in "My Life as a Quant: Reflections on Physics and Finance" '''''Anti-intellectualism has been a constant thread winding its way through our political and cultural life, nurtured by the false notion that democracy means that 'my ignorance is just as good as your knowledge.''''' :- Isaac Asimov (confirm this) '''''We really need to break down cultural silos. Too often people consider science and the arts completely decoupled, compartmentalized. To me they are not different things. They are both the highest expressions of creativity, of curiosity, of the ingenuity of humanity.''''' :- Fabiola Gianotti, Director of CERN, on the barriers between the arts and science == Mine == ''Educated and engaged citizens are the core of our democracy'' ::-For the LWV/TNC PSA encouraging voting in the December 2021 special town election ''We are preparing the next generation of citizens'' ::-My 5 second elevator speech on what we do in the Needham Public Schools ---- g86t64louk5nc9fmfrj88iw27997283 1605 1604 2024-05-24T04:57:46Z Michael 1 1 revision imported 1604 wikitext text/x-wiki == From Others == '''''No one cares how much you know, until they know how much you care.''''' :-Theodore Roosevelt :-(Research this one to confirm) '''''Not everything that counts can be counted; not everything that can be counted, counts.''''' :- William Bruce Cameron, Professor of Sociology (1963) :- Wrongly attributed to Einstein Cameron originally used the two portions is separate articles (1957 & 1958), then combined them in the 1963 publication (as documented by [http://quoteinvestigator.com/2010/05/26/everything-counts-einstein/ QuoteInvestigator]). ''It would be nice if all of the data which sociologists require could be enumerated because then we could run them through IBM machines and draw charts as the economists do. However, not everything that can be counted counts, and not everything that counts can be counted.'' :- 1963 text “Informal Sociology: A Casual Introduction to Sociological Thinking” '''''In physics there may one day be a Theory of Everything. In finance and the social sciences, you're lucky if there is a usable theory of anything.''''' :- Emanuel Derman (author), in "My Life as a Quant: Reflections on Physics and Finance" '''''Anti-intellectualism has been a constant thread winding its way through our political and cultural life, nurtured by the false notion that democracy means that 'my ignorance is just as good as your knowledge.''''' :- Isaac Asimov (confirm this) '''''We really need to break down cultural silos. Too often people consider science and the arts completely decoupled, compartmentalized. To me they are not different things. They are both the highest expressions of creativity, of curiosity, of the ingenuity of humanity.''''' :- Fabiola Gianotti, Director of CERN, on the barriers between the arts and science == Mine == ''Educated and engaged citizens are the core of our democracy'' ::-For the LWV/TNC PSA encouraging voting in the December 2021 special town election ''We are preparing the next generation of citizens'' ::-My 5 second elevator speech on what we do in the Needham Public Schools ---- g86t64louk5nc9fmfrj88iw27997283 0 819 1606 2014-08-01T21:23:39Z Greis>Michael 0 1606 wikitext text/x-wiki References (have used): *Dan Gutekanst *Barry Bluestone *Kirk Jordan *Sean Rush References (can use): *Peter Rothstein - (offered for NEEP) *Steve Lydenberg Possible References: *Mark Sylvia *Green Needham Steering Committee members? *Dan *Cliff *Corey *Betsy Considered (for specific opportunities): *Jan Gudell - (yes for NEEP, but leaving NStar & Boston Feb 2013) *Monica Kachru - (possible for NEEP) ---- jlc9o977dujnerufrzuqcp9de64hol4 1607 1606 2024-05-24T04:57:46Z Michael 1 1 revision imported 1606 wikitext text/x-wiki References (have used): *Dan Gutekanst *Barry Bluestone *Kirk Jordan *Sean Rush References (can use): *Peter Rothstein - (offered for NEEP) *Steve Lydenberg Possible References: *Mark Sylvia *Green Needham Steering Committee members? *Dan *Cliff *Corey *Betsy Considered (for specific opportunities): *Jan Gudell - (yes for NEEP, but leaving NStar & Boston Feb 2013) *Monica Kachru - (possible for NEEP) ---- jlc9o977dujnerufrzuqcp9de64hol4 0 820 1608 2020-09-04T20:40:24Z Greis>Michael 0 1608 wikitext text/x-wiki __NOTOC__ == Current Resume == {{hct|2020-09-04}} - Update this with pointer to current file on laptop :*Also update or delete resume file in wiki [[File:GreisMJ_resume.pdf|Current version]] as of {{color||2015-12-05}} :*[[Media:GreisMJ_resume.pdf|Display file]] {{PageResources}} ---- [[Category:Career]] s9dhr6yncrq4wcj7oi8gxmme0x0j0vj 1609 1608 2024-05-24T04:57:46Z Michael 1 1 revision imported 1608 wikitext text/x-wiki __NOTOC__ == Current Resume == {{hct|2020-09-04}} - Update this with pointer to current file on laptop :*Also update or delete resume file in wiki [[File:GreisMJ_resume.pdf|Current version]] as of {{color||2015-12-05}} :*[[Media:GreisMJ_resume.pdf|Display file]] {{PageResources}} ---- [[Category:Career]] s9dhr6yncrq4wcj7oi8gxmme0x0j0vj 0 821 1610 2020-09-04T20:43:52Z Greis>Michael 0 Michael moved page [[Career/Accomplishments]] to [[Career/Resumes/Accomplishments]]: Restructuring 1610 wikitext text/x-wiki These headline accomplishments have/should have corresponding entries on the [[Career/Resumes/Resume PAR|Resume PAR]] page. {{hct|2020-09-04}} - This content should be updated. :*For Career pages update, likely want a separate accomplishments page that also references this one (add topical resource for property when the new pages is created. == Working == Project completed, but item summary needs work: '''Measuring and Benchmarking the impact of material non-financial information''' - Topical research in support of an exploratory project on approaches to incorporating non-financial information into firm valuation. The search for alternatives to GDP as a measure of social and economic progress has parallels to the search for ways to incorporate material non-financial information into security analysis and firm valuation. The TIIP project description of the inaugural paper: "Portfolios and Systemic Framework Integration: Towards a Theory and Practice", which lays the groundwork for the project and argues that the strength or weakness of environmental, societal and financial systemic frameworks substantially impacts the ability of investors to generate returns. == Completed == '''"Sustainable Investing: Moving into the Mainstream"''' - Developed themes and led team that produced successful Boston Security Analysts Society Sustainable Investing Seminars beginning in 2013. Attendance at this now annual full-day event has more than doubled to 150 in 2015 and consistently receives outstanding feedback. 2015 session information at [http://tiny.cc/bsassi]. '''Solar PV Business Development''' - Identified and developed municipal and institutional prospects for solar developer. Built in-depth relationships to qualify and advance multiple 100-1000 kW opportunities. '''"Sustainable Investing: Taking the Long View"''' - Developed themes and led team that produced successful 2nd Boston Security Analysts Society Sustainable Investing Seminar in November 2014. Attendance of 130 nearly doubled that of the initial 2013 event. The seminar will now be an annual event. Keynotes by '''Verne Sedlacek''', President of Commonfund, and '''James Gifford''', founder, Principles for Responsible Investment, highlighted the session. Session agenda: http://tiny.cc/si2014agenda '''Solarize Needham''' - Developed strategy and led successful effort for local participation in Solarize Mass. Built collaborative team including municipality, volunteers and community organizations. Led RFP response and developed marketing strategy that led to over 125 contracts signed. Developed follow-on strategy to continue outreach beyond end of program. '''The Potential Use of Sustainability Scenarios as a Supplement to Stock Price in Equity Valuation by Long-term Investors''' - Research & interviews for, and collaboration with Steve Lydenberg (author) for his invited paper for the Ira M. Millstein Center for Global Markets and Corporate Ownership and the Investor Responsibility Research Center Institute, presented at Columbia Law School September 2014. Shorter version: ::'''The Potential Use of Sustainability Scenarios as a Supplement to Stock Price in Equity Valuation by Long-term Investors''' - Design, research and interviews in collaboration with Steve Lydenberg for his invited paper on this topic. '''"Sustainable Investing: Moving from the Margin to the Mainstream"''' – Conceived and led a team that produced this first-ever full-day Boston Security Analysts Society Sustainable Investing Seminar. The success of this sold-out event and the enthusiastic response from the participants has generated the demand for a follow-on session in November 2014. Summary: http://tiny.cc/si2013summ '''Solar installation on closed landfill''' - Initiated and spearheaded successful multi-year effort to install large solar PV system on capped municipal landfill in Needham. '''SEC Climate Change Disclosure Seminars''' – Developed and ran two successful seminars for the NY Society of Security Analysts and the Boston Security Analysts Society that highlighted the opportunities for investors, investment managers and analysts to use these guidelines for market advantage. '''Needham Summit on Energy and the Environment''' – Built community buy-in for sustainable economic development by convening a well-attended public forum on energy and the environment that connected state policies to local goals and aspirations. Summary: http://bit.ly/energy-summit-2011 '''Massachusetts Technology Road Map Initiative''' – Guided four cross-sector executive work groups pursuing strategic alliance opportunities suggested by the Technology Road Map. Developed business plans, along with financial and stakeholder support, to implement a large-scale collaborative R&D center for the development and validation of imaging biomarkers for drug development. Authored white paper on Ocean Science Center as an economic development opportunity for southeastern Massachusetts. '''NStar Community Challenge''' – Reduced residential energy use by increasing local participation in the Mass Save program, demonstrating the value and impact of local organizations in cost-effectively achieving energy efficiency goals. Significantly overachieved utility-set reduction targets (236% of electricity goal and 151% of heating goal), faster than any other community in the program. The organization was awarded more than twice the funds initially allocated by NStar. t3sm2tiuowtxapavovv31zipx9phdf4 1611 1610 2024-05-24T04:57:46Z Michael 1 1 revision imported 1610 wikitext text/x-wiki These headline accomplishments have/should have corresponding entries on the [[Career/Resumes/Resume PAR|Resume PAR]] page. {{hct|2020-09-04}} - This content should be updated. :*For Career pages update, likely want a separate accomplishments page that also references this one (add topical resource for property when the new pages is created. == Working == Project completed, but item summary needs work: '''Measuring and Benchmarking the impact of material non-financial information''' - Topical research in support of an exploratory project on approaches to incorporating non-financial information into firm valuation. The search for alternatives to GDP as a measure of social and economic progress has parallels to the search for ways to incorporate material non-financial information into security analysis and firm valuation. The TIIP project description of the inaugural paper: "Portfolios and Systemic Framework Integration: Towards a Theory and Practice", which lays the groundwork for the project and argues that the strength or weakness of environmental, societal and financial systemic frameworks substantially impacts the ability of investors to generate returns. == Completed == '''"Sustainable Investing: Moving into the Mainstream"''' - Developed themes and led team that produced successful Boston Security Analysts Society Sustainable Investing Seminars beginning in 2013. Attendance at this now annual full-day event has more than doubled to 150 in 2015 and consistently receives outstanding feedback. 2015 session information at [http://tiny.cc/bsassi]. '''Solar PV Business Development''' - Identified and developed municipal and institutional prospects for solar developer. Built in-depth relationships to qualify and advance multiple 100-1000 kW opportunities. '''"Sustainable Investing: Taking the Long View"''' - Developed themes and led team that produced successful 2nd Boston Security Analysts Society Sustainable Investing Seminar in November 2014. Attendance of 130 nearly doubled that of the initial 2013 event. The seminar will now be an annual event. Keynotes by '''Verne Sedlacek''', President of Commonfund, and '''James Gifford''', founder, Principles for Responsible Investment, highlighted the session. Session agenda: http://tiny.cc/si2014agenda '''Solarize Needham''' - Developed strategy and led successful effort for local participation in Solarize Mass. Built collaborative team including municipality, volunteers and community organizations. Led RFP response and developed marketing strategy that led to over 125 contracts signed. Developed follow-on strategy to continue outreach beyond end of program. '''The Potential Use of Sustainability Scenarios as a Supplement to Stock Price in Equity Valuation by Long-term Investors''' - Research & interviews for, and collaboration with Steve Lydenberg (author) for his invited paper for the Ira M. Millstein Center for Global Markets and Corporate Ownership and the Investor Responsibility Research Center Institute, presented at Columbia Law School September 2014. Shorter version: ::'''The Potential Use of Sustainability Scenarios as a Supplement to Stock Price in Equity Valuation by Long-term Investors''' - Design, research and interviews in collaboration with Steve Lydenberg for his invited paper on this topic. '''"Sustainable Investing: Moving from the Margin to the Mainstream"''' – Conceived and led a team that produced this first-ever full-day Boston Security Analysts Society Sustainable Investing Seminar. The success of this sold-out event and the enthusiastic response from the participants has generated the demand for a follow-on session in November 2014. Summary: http://tiny.cc/si2013summ '''Solar installation on closed landfill''' - Initiated and spearheaded successful multi-year effort to install large solar PV system on capped municipal landfill in Needham. '''SEC Climate Change Disclosure Seminars''' – Developed and ran two successful seminars for the NY Society of Security Analysts and the Boston Security Analysts Society that highlighted the opportunities for investors, investment managers and analysts to use these guidelines for market advantage. '''Needham Summit on Energy and the Environment''' – Built community buy-in for sustainable economic development by convening a well-attended public forum on energy and the environment that connected state policies to local goals and aspirations. Summary: http://bit.ly/energy-summit-2011 '''Massachusetts Technology Road Map Initiative''' – Guided four cross-sector executive work groups pursuing strategic alliance opportunities suggested by the Technology Road Map. Developed business plans, along with financial and stakeholder support, to implement a large-scale collaborative R&D center for the development and validation of imaging biomarkers for drug development. Authored white paper on Ocean Science Center as an economic development opportunity for southeastern Massachusetts. '''NStar Community Challenge''' – Reduced residential energy use by increasing local participation in the Mass Save program, demonstrating the value and impact of local organizations in cost-effectively achieving energy efficiency goals. Significantly overachieved utility-set reduction targets (236% of electricity goal and 151% of heating goal), faster than any other community in the program. The organization was awarded more than twice the funds initially allocated by NStar. t3sm2tiuowtxapavovv31zipx9phdf4 0 822 1612 2016-08-19T21:15:37Z Greis>Michael 0 1612 wikitext text/x-wiki 3-4 descriptive bullet points, each summarizing a functional capability that would be recognizable to a hiring manager for a position. *Communicator, advocate, evangelist (for SI) *Subject Matter Expert in Sustainable Investing *Team leader & creator, manager, *Business Development, marketing and sales == Summary == *'''Sustainable Investing professional''' working with investment professionals and investors to build the business of sustainable investing through education, events, projects and marketing *'''Experienced team leader''' with a strong history of building and managing successful collaborative teams across multiple organizations and within large organizations. *'''Business Development executive''' skilled at developing innovative marketing campaigns as well as building strong client relationships *'''Persuasive public speaker and presenter''' engaging a wide variety of audiences with enthusiasm and passion :Available for project work or a full-time position '''Additional experience/capabilities''' as a supplementary section? *Clean energy business development *Public policy advocacy *Non-profit management and finance *Elected and appointed public service *usw... == Notes == === Communicator === '''Persuasive Public Speaker and Presenter''' engaging a wide variety of audiences with enthusiasm and passion *Enthusiasm *Passion *Credible *Ethical *Advocate, evangelist *Presentation and communication *Public speaking and presentations *Enthusiastic advocate *Effective communicator *Outgoing, personable *Credible, enthusiastic *with a long track record of *wide varietyof settings and audiences *persuasive *bringing energy and enthusiasm *Educating and informing === Business Development, Sales and Marketing === Business Development Executive skilled at developing innovative marketing campaigns as well as building strong client relationships *new bz models exploiting/leveraging tech and media *building and managing client relationships *creating demand leading edge/new aheadof the curve *market segmentation *effectively leveraging technology and media *skilled at developing programs *with a strong record of creating and executing campaigns *skilled at creating persuasive business models for leading-edge products and service *creating and executing campaigns in new markets and building new business campiagn *developing long-term client relationships *developing innovative marketing campaigns and building strong client relationships *developing business models generating demand *biz dev executive === Subject Matter Expert === '''Sustainable Investing''' professional working with investment professionals and investors to build the business of sustainable investing through education, events, projects and marketing *Sustainable Investing, mainstreaming sustainable investing, transforming investment management, *Advocate, evangelists for mainstreaming sustainable investing; *Sustainable investing advocate subject expert *promotng the mainstreaming of sustainabke investig in the investment management profession *promoting the practice of sust inv *educting investment professionals *promoting the mainstreaming of sustainable investing with investment professionals and investors *promoting the mainstreaming of sustainable investing through education, events, projects, marketing.... *building the business of SI *promoting the mainstreaming of sustainable investing with investment professionals and investors *working with ip and inv to build the business of SI through education, events, projects and marketing === Team Leader === personnel management, successful trams, cross functional cross organizational collaborative Team leader with a strong record of building managing successful productive collaborative teams across multiple organizations and within large organizations. ---- [[Category:Career]] 8u2e3fn6lbv5hlj9psjpf760w0rrpxg 1613 1612 2024-05-24T04:57:46Z Michael 1 1 revision imported 1612 wikitext text/x-wiki 3-4 descriptive bullet points, each summarizing a functional capability that would be recognizable to a hiring manager for a position. *Communicator, advocate, evangelist (for SI) *Subject Matter Expert in Sustainable Investing *Team leader & creator, manager, *Business Development, marketing and sales == Summary == *'''Sustainable Investing professional''' working with investment professionals and investors to build the business of sustainable investing through education, events, projects and marketing *'''Experienced team leader''' with a strong history of building and managing successful collaborative teams across multiple organizations and within large organizations. *'''Business Development executive''' skilled at developing innovative marketing campaigns as well as building strong client relationships *'''Persuasive public speaker and presenter''' engaging a wide variety of audiences with enthusiasm and passion :Available for project work or a full-time position '''Additional experience/capabilities''' as a supplementary section? *Clean energy business development *Public policy advocacy *Non-profit management and finance *Elected and appointed public service *usw... == Notes == === Communicator === '''Persuasive Public Speaker and Presenter''' engaging a wide variety of audiences with enthusiasm and passion *Enthusiasm *Passion *Credible *Ethical *Advocate, evangelist *Presentation and communication *Public speaking and presentations *Enthusiastic advocate *Effective communicator *Outgoing, personable *Credible, enthusiastic *with a long track record of *wide varietyof settings and audiences *persuasive *bringing energy and enthusiasm *Educating and informing === Business Development, Sales and Marketing === Business Development Executive skilled at developing innovative marketing campaigns as well as building strong client relationships *new bz models exploiting/leveraging tech and media *building and managing client relationships *creating demand leading edge/new aheadof the curve *market segmentation *effectively leveraging technology and media *skilled at developing programs *with a strong record of creating and executing campaigns *skilled at creating persuasive business models for leading-edge products and service *creating and executing campaigns in new markets and building new business campiagn *developing long-term client relationships *developing innovative marketing campaigns and building strong client relationships *developing business models generating demand *biz dev executive === Subject Matter Expert === '''Sustainable Investing''' professional working with investment professionals and investors to build the business of sustainable investing through education, events, projects and marketing *Sustainable Investing, mainstreaming sustainable investing, transforming investment management, *Advocate, evangelists for mainstreaming sustainable investing; *Sustainable investing advocate subject expert *promotng the mainstreaming of sustainabke investig in the investment management profession *promoting the practice of sust inv *educting investment professionals *promoting the mainstreaming of sustainable investing with investment professionals and investors *promoting the mainstreaming of sustainable investing through education, events, projects, marketing.... *building the business of SI *promoting the mainstreaming of sustainable investing with investment professionals and investors *working with ip and inv to build the business of SI through education, events, projects and marketing === Team Leader === personnel management, successful trams, cross functional cross organizational collaborative Team leader with a strong record of building managing successful productive collaborative teams across multiple organizations and within large organizations. ---- [[Category:Career]] 8u2e3fn6lbv5hlj9psjpf760w0rrpxg 0 823 1614 2016-08-19T16:16:04Z Greis>Michael 0 Created page with "Examples from LinkedIn profiles of similar professionals.... === Brian Chiapanelli === Over 17 years of experience in the investment management industry with private equity a..." 1614 wikitext text/x-wiki Examples from LinkedIn profiles of similar professionals.... === Brian Chiapanelli === Over 17 years of experience in the investment management industry with private equity and multi-asset class managers. Direct experience presenting to institutional defined benefit, E&F, Public and Taft-Hartley prospects and clients. Multiple presentations to tier 1, 2, and 3 investment management consultants. Direct experience in the Japanese retail and institutional business. More recent experience with both US and non-US retail, retirement service, and insurance sub-advisory distribution channels, both at the business and research analyst level. Have leveraged these experiences to provide support to new product and vehicle development. Proven, definable track record of success in all channels. n4miut4f94j2mwukgfvkjeu5tgdtn4o 1615 1614 2024-05-24T04:57:46Z Michael 1 1 revision imported 1614 wikitext text/x-wiki Examples from LinkedIn profiles of similar professionals.... === Brian Chiapanelli === Over 17 years of experience in the investment management industry with private equity and multi-asset class managers. Direct experience presenting to institutional defined benefit, E&F, Public and Taft-Hartley prospects and clients. Multiple presentations to tier 1, 2, and 3 investment management consultants. Direct experience in the Japanese retail and institutional business. More recent experience with both US and non-US retail, retirement service, and insurance sub-advisory distribution channels, both at the business and research analyst level. Have leveraged these experiences to provide support to new product and vehicle development. Proven, definable track record of success in all channels. n4miut4f94j2mwukgfvkjeu5tgdtn4o 0 824 1616 2020-09-04T20:36:21Z Greis>Michael 0 Michael moved page [[Career/Resume PAR]] to [[Career/Resumes/Resume PAR]]: Update of career pages 1616 wikitext text/x-wiki Accomplishments for resume development using PAR (Problem - Action - Result) format *Files for work with Nancy are in <tt>\Documents\Career\Resumes\Blum</tt> Nancy's Accomplishment Template *Describe the problem you needed to solve. *List the difficulties you encountered in solving the problem. *Describe the actions you took to solve the problem. *List the specific results your efforts achieved. (Give it a size, a scope, a number) *List the talents and strengths you used to successfully resolve the problem. '''[[Career/Resume PAR/PAR Statements|PAR Statements]]''' '''List of candidate accomplishments:''' *'''[[Career/Resume PAR/PAR Statements#Community Summit|Needham Community Summit]] - {{color||Done}}''' *'''[[Career/Resume PAR/PAR Statements#NStar Community Challenge|NStar Community Challenge]] - {{color||Done}}''' *'''[[Career/Resume PAR/PAR Statements#NPS 5 year Forecast Model|NPS 5 year Financial Forecast Model]] - {{color||Done}}''' *Ocean Science Center Proposal *Roadmap follow-up reports *Green Needham web site and communications *Hiring Dan *'''[[Career/Resume PAR/PAR Statements#Negotiate Teachers Contract|Negotiating Teachers' Contract]] - {{color||Done}}''' *Leading School Committee through initial phases of Newman School air quality/HV problem *'''[[Career/Resume PAR/PAR Statements#Mutual Value Model of University-Industry Relations|Mutual Value]]''' - University Relations - 2nd in survey '''{{color|||Done}}''' *'''[[Career/Resume PAR/PAR Statements##Establi