David Wood, PhD, Director
David Wood directs the IRI’s research and field-building work on responsible investment across asset classes, and currently manages projects on RI strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. He holds a Ph.D. in History from The Johns Hopkins University. Contact him at 617.384.8322 or email@example.com.
Steve Lydenberg, Founding Director
Steve Lydenberg is Partner, Strategic Vision of Domini Social Investments and Founding Director of the IRI. He has been active in social research since 1975. Steve was a founder of KLD Research & Analytics, Inc. and served as its research director from 1990 to 2001. From 1987 to 1989, he was an associate with Franklin Research and Development Corporation (now known as Trillium Asset Management). For 12 years he worked with the Council on Economic Priorities, ultimately as director of corporate accountability research.
Steve has written numerous publications on issues of corporate social responsibility and responsible investing. He is the author of Corporations and the Public Interest (Berrett-Koehler, 2005), coauthor of Investing for Good(Harper Collins, 1993), coeditor of The Social Investment Almanac(Henry Holt, 1992), and coauthor of Rating America’s Corporate Conscience (Addison-Wesley, 1986) and has published a variety of papers on the philosophy and practice of sustainable investing. Recent publications include “From Transparency to Performance: Industry-Based Sustainability Reporting on Key Issues”, co-authored with David Wood and Jean Rogers of Arup, and a recently published book, Dilemmas in Socially Responsible Investment, co-authored with Celine Louche. Steve holds a B.A. in English from Columbia College and an M.F.A. in theater arts from Cornell University. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society.
Katie Grace, Assistant Director
Katie Grace is Assistant Director at the Initiative for Responsible Investment, where she conducts research on public policy and impact investment, sustainable cities investment, and place-based frameworks for community development. Prior to the IRI, she worked as a research analyst at the Tellus Institute on corporate sustainability performance indicators and analysis of the effects of university endowments on employment and the community. Katie has a BA from Williams College in Political Science with a Concentration in Leadership Studies. Contact her at 617.495.1904 or firstname.lastname@example.org.
Erin Shackelford, Program Manager
Erin works part-time with the Trustee Leadership Forum for Retirement Security, focusing on expanding and deepening trustee relationships and developing issue-specific resources. In addition to her work with the TLF, Erin conducts research on engaging anchor institutions in health-related community investment. Prior to joining the IRI team, Erin was a labor organizer, most recently working as the Director of Organizing for SEIU Local 509 based in Watertown, MA. Erin has fifteen years of experience in the field of labor organizing and labor relations and has worked for SEIU, AFSCME and the AFT. She holds a Masters Degree in Labor and Industrial Relations from the University of Illinois at Urbana-Champaign. Contact her at 617.495.3837 or email@example.com.
Rooney Charest, Staff Associate
Rooney Charest provides general support for the IRI’s research projects, events and communications. Prior to joining the IRI, she worked for three years promoting sustainable local food systems, acting as a school garden coordinator, farmer and teacher. She has a BA in Environmental Policy from Williams College, where her thesis research focused on policy approaches to farm viability in New England. Contact her at 617.496.2213 or firstname.lastname@example.org.
James Gifford, PhD, Senior Fellow
Dr. James Gifford was the founder and first Executive Director of the UN-supported Principles for Responsible Investment, leading the initiative from its inception in 2003 until November 2013. As Senior Research Fellow at the Initiative for Responsible Investment at the Harvard Kennedy School, he is researching and writing on sustainable private equity in developing countries and delivering positive impact within mainstream pension and foundation investment strategies. He is a Senior Strategic Advisor to Tau Investment Management. He is also a guest lecturer at Imperial College London, a visiting fellow at the University of St Andrews and has published numerous articles and book chapters on responsible investment. Dr. Gifford has a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate environmental, social and governance performance, degrees in Commerce and Law, and a Masters in Environment Management. He was named by the World Economic Forum in 2010 as one of 200 Young Global Leaders. Contact him at email@example.com.
Falko Paetzold, PhD, Fellow
Dr. Falko Paetzold is an early post-doc fellow of the Swiss National Science Foundation, and a fellow with the Initiative for Responsible Investment since 2014, where he co-leads a training and research program to facilitate and drive the role of Next Generation (Next Gen) members of ultra-wealthy families in impact investing. He completed his doctoral studies with the University of Zurich Department of Banking and Finance. His research explores cognitive aspects and barriers in the decision-making process of wealthy private investors and their advisors in the context of sustainable investing and impact investing. Falko is also the founder and president of GreenBuzz, a network of over 7,000 sustainability professionals in chapters in Berlin, Manila, Stockholm and Zurich. He is an Associate Partner at Contrast Capital and consults investment organizations on sustainable investing strategy and implementation aspects. Falko spent four years as Senior Sustainability Analyst and Inhouse Consultant at Bank Vontobel AG in Zurich, focusing on sustainable investing processes, M&A and Group strategy. He holds a PhD from University of Zurich and an MBA degree from University of St. Gallen (HSG) in Switzerland.Contact him at firstname.lastname@example.org.
Waide Warner, Senior Fellow
Waide Warner is a Senior Research Fellow at the IRI, where he focuses on infrastructure investment policy. At the IRI, Waide is working on a project to develop a sustainable infrastructure investment platform to engage pension funds and foundations in the financing of infrastructure projects with environmental and social benefits. He is also a Senior Counsel of Davis Polk & Wardwell, an international law firm based in New York. As a Davis Polk Partner for more than 25 years, he led the project finance group, advising on a broad range of U.S. and international financings, restructurings, and joint ventures in the telecommunications, transportation and power sectors across the Americas, Europe, Asia and Africa. From 2014 to 2016, he was an Advanced Leadership Fellow at Harvard University. He holds a bachelor’s degree in Sociology from Boston College, did graduate work in Sociology at the University of Chicago and received a law degree from Rutgers Law School. After law school, he clerked for Hon. Marion C. Matthes in the U.S. Court of Appeals for the Eighth Circuit. Contact him at 212-450-4460 or email@example.com.