Events


Webinar | ESG and the Private Equity Board

Please don't forget to ADD this event to your CALENDAR!
Thursday, December 03, 2020
03:00 PM - 04:00 PM CST

01:00 PM - 02:00 PM (Pacific)
02:00 PM - 03:00 PM (Mountain)
03:00 PM - 04:00 PM (Central)

04:00 PM - 05:00 PM (Eastern)

WEBINAR
Zoom Invitation Will Be Shared the Day Before the Event

Sponsored by the PDA Private Equity Initiative 

Register

Overview 

Proactively addressing the spectrum of issues brought up in the current ESG conversation has never been as critical to companies of all sizes and in all industries.  Often considered issues only relevant to the public company domain, ESG has now taken center stage in the modern economy in real and measurable ways across all three components of the issue (Environment, Social Responsibility, and Governance).  In this webinar we will address the issues as they confront middle-market PE companies specifically and discuss the strategies and rationale for why this needs to be addressed at a Board level in a meaningful way to insure better overall agility, market responsiveness, and overall value creation for the business.

Value to the Audience

By challenging the prevailing mental model of the Private Equity Board with respect to selecting directors, and by challenging the current thinking about how ESG issues currently hinder speed and performance in smaller organizations, this talented panel is sure to offer actionable ideas on how to make proactively addressing these issues a tactical and strategic advantage.

THANK YOU TO OUR NATIONAL AND GOLD CHAPTER SPONSORS!

061120_PDA_Sponsors_-_Logos_Only

Panelists

Jon_Samuels

Jon Samuels
Partner, Impact and Policy
Vistria Capital

Prior to joining Vistria, Mr. Samuels spent nearly two decades in senior management, policy and communications roles in the White House (2009-2014), U.S. Congress (1999-2009), successful electoral campaigns (1997-2008) and non-profit organizations (1997-1999). Mr. Samuels came to Vistria directly from his most recent post in the White House, where he served on the senior staff as Special Assistant to the President and, later, Deputy Assistant to the President for Legislative Affairs. Mr. Samuels managed the team of experts charged with ensuring the success of the President’s policy priorities in the U.S. House of Representatives. In this capacity, Mr. Samuels focused heavily on the Administration’s financial services and healthcare policy objectives. During his tenure in the White House, Mr. Samuels advised the President and other national leaders on a range of policy and strategic matters. He has also been a featured lecturer at Harvard’s Kennedy School of Government, Michigan State University, Pennsylvania University and the Brookings Institution. Mr. Samuels serves on the Board of Directors of the Moran Center for Youth Advocacy in Evanston, Illinois.

Mr. Samuels received his B.A. from Michigan State University and was selected for, and completed, the President’s Leadership Workshop and the Library of Congress’ Graduate Institute.

Reggie_Sanders

Reggie Sanders
Director of Investments
W.K. Kellogg Foundation

Reginald G. Sanders, CFA, CAIA is Director of Investments for the W.K. Kellogg Foundation, reporting to the Chief Investment Officer.  In his role as a member of the foundation and the W.K. Kellogg Foundation Trust investment team, Mr. Sanders is responsible for investment policy and strategy, portfolio management, investment research and external manager due diligence across asset classes. 

Prior to the W.K. Kellogg Foundation, Mr. Sanders was Manager of Pension Investments for Eastman Kodak Company, where he was primarily responsible for managing the alternative asset classes, which included the hedge fund and illiquid investment programs, for the company’s U.S., U.K., and Canadian pension plans.  Prior to Eastman Kodak, Mr. Sanders was an equity research analyst for AEW Capital Management, where he followed the residential, self-storage, and lodging stocks.  Mr. Sanders also has prior equity research analyst experience with both T. Rowe Price Associates, Inc., where he was a small and mid-cap value generalist, and GW&K Investment Management, where he followed the healthcare sector.  Additionally, Mr. Sanders was a utilities industry analyst for A.G. Edwards & Sons, Inc.

Mr. Sanders holds a Bachelor of Science degree in accounting from Florida A&M University and a Masters in Business Administration from Harvard Business School, where he was a Robert A. Toigo Fellow.  Mr. Sanders has previously served in the Office of President for the Toigo Alumni Association.   Mr. Sanders currently sits on the State for the State of Michigan Investment Board, which oversees the $75 billion Michigan Retirement Systems pension plan, and on the Investment Advisory Committee of the Harry and Jeanette Weinberg Foundation in Baltimore, Maryland.

coco_10

Coco Brown
Founder and CEO
The Athena Alliance

Coco Brown Founder and CEO - Athena Alliance: Coco is a CEO and board member, actively leading Silicon Valley based professional services and tech companies since 1997. From 2002 to 2012 Coco was President and COO of Taos, a Gartner global top 20 leader in IT cloud professional and managed services. She was also on the board of Taos for 12 years, leading the company through massive economic cycles and business model evolution and growth. In 2016 Coco founded Athena Alliance, a digital platform for learning and agency for the top women in business striving for the c-suite and the boardroom. Since founding, Athena has guided over 400 public and private boards in board design and selection. And, Athena has supported nearly 1000 women with executive development and community as they rise into the c-suite and boardroom. In 2019 Coco joined the board of ArcherPoint,  to which she brings her expertise in scaling and diversifying professional services, and from which she is learning a tremendous amount about holacracy and how to run an ESOP based company. Coco is a well published expert and speaker on The Modern Boardroom and modern leadership. She holds a bachelor’s degree in Psychology from the University of Pennsylvania.

MODERATOR

Robbie

Robbie Allen
Independent Board Director
Envision, Smith Dental

Robbie is a former founder of a technology enabled healthcare service company and continues to work with SaaS and TaaS companies in their early stages as an advisor and independent director.  He has held CEO and President roles of varying sizes ($100 million to $1 billion) with key areas of expertise and success in people development, M&A, and operations management and corporate strategy.  He is passionate about empowering the virtuous cycle inside companies through servant leadership, and he is widely recognized as an executive driver of ESG initiatives throughout his career.

Register