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Beyond Divestment: Driving Measurable Change Through Private Markets
Thursday, July 15, 2021, 2:00 PM - 3:00 PM PDT
Category: Panel Discussion

Beyond Divestment: Driving Measurable Change Through Private Markets

Dear SAIA Community,

Please join us on July 15th to engage with three best in class managers who are driving measurable change through investments in sustainable real assets, impact lending and affordable housing. We will discuss how these strategies have the potential to generate positive environmental and social outcomes while enhancing rather than sacrificing financial returns:

  • Moderator: Teresa Wells, Managing Director at Tiedemann Advisors
  • Panelist: Isela Rosales, Managing Director, ESG & Sustainability at Bridge Investment Group
  • PanelistJacob Haar, Managing Partner and Co-Founder at Community Investment Management [CIM]
  • PanelistReuben Munger, Managing Partner and Founder at Vision Ridge Partners

While we have missed seeing you all in person at our quarterly events, this event will be virtual. We cannot wait to get in person events start back up!

To register and for more information about the event and our panel, please see below:

Event Details & Registration:

Date: July 15th, 2021
Time: 2:00PM (Pacific Time)
Location: Online
Cost: Free
Registration Link: Click Here

Panel Information:

 

Isela Rosales

Managing Director, ESG & Sustainability - Bridge Investment Group

Isela Rosales, CAIA, serves as a Managing Director of ESG and Sustainability at Bridge Investment Group. She leads the firm’s ESG Steering Committee to oversee the development, implementation and refinement of firm wide environmental, social and governance initiatives and practices, driving sustainable investments and operations. In addition, she is focused on expanding Bridge’s relationships across consultant and select institutional investors, including pension plans, foundations, Community Re-Investment Act groups, family offices, and impact-oriented clients. Isela also Chaired the Bridge Women’s Network (BWN) Inaugural Kick-Off, is a Committee Member of BWN, and an active BWN mentor. 

Prior to joining Bridge, Isela worked at Brevan Howard in Investor Relations, managing corporate and public pension, endowment, foundation, private wealth, and investment consultant relationships. Previously, she was Head of Client Services for Lyxor Asset Management, Inc. and Director of Marketing & Investor Relations for Coast Asset Management in their New York offices, cultivating institutional level client relationships for each multi-billion dollar firm’s hedge fund and multi-manager products. She began her career at Cambridge Associates, serving on consultant teams for the firm’s endowment, foundation, and family office clients, covering traditional and hedge fund asset classes. Isela received her dual Bachelor of Arts degrees in International Relations and Spanish from Stanford University, graduating with honors distinctions.

She has moderated industry panels on Real Assets, Diversity & Inclusion, and Opportunity Zones as well as supported panels as a speaker on Real Estate and Opportunity Zone investing. Isela holds the Chartered Alternative Investment Analyst (CAIA) designation and is the Chapter Head Executive for the CAIA San Francisco Chapter. She is fluent in Spanish and has competed in Ironman, endurance cycling, and marathon competitions.

 

Jacob Haar

Managing Partner and Co-Founder - Community Investment Management [CIM]

Jacob Haar serves as Managing Partner of Community Investment Management and leads the firm's investment and operations activities. He was co-founder of Minlam Asset Management, an investment advisor which launched and managed Minlam Microfinance Fund, the first global investment fund focused on providing local currency debt investment to micro, small, and medium enterprise (MSME) lenders in emerging markets. Mr. Haar served as Managing Director of Minlam from 2005 to the Fund's acquisition in 2012 and managed MSME investments, fund and firm operations, and public-private partnerships. Following Minlam's acquisition, Mr. Haar oversaw Minlam Microfinance Fund's transition to the MicroVest GMG platform and served as a Partner of the acquirer, GMG Investment Advisors, where he continued working on MSME investments and fund operations until founding Community Investment Management to focus on the United States MSME market in 2013.

Prior to co-founding Minlam in 2005, Mr. Haar worked in Azerbaijan for Save the Children USA's microfinance institution. Previously, he was the Founder and Principal of Ihylma, a socially responsible Indonesian manufacturing and real estate company. Mr. Haar is a Fulbright Scholar, received a M.A. from the University of Chicago's Center for Middle Eastern Studies and graduated Phi Beta Kappa with a B.A. from the University of Chicago.

Reuben Munger

Managing Partner and Founder - Vision Ridge Partners

Reuben Munger founded Vision Ridge Partners in 2008 in order to bring decades of value investing experience to bear on what he saw as the financial opportunities presented by sustainable solutions. A former Managing Director with The Baupost Group, LLC, a leading investment firm with over $25 billion in assets, Reuben has also been a consultant to Texas Pacific Group and an Investment Banker with James D. Wolfensohn, Inc. His passion and expertise in electrified mobility, renewable electricity generation, the built environment and other assets make him a leader in sustainable investing. Reuben is a board member of Securing America’s Future Energy, a founding member of the Executive Committee of the Electrification Coalition, and a member of the League of Conservation Voters board of directors and serves on the boards of numerous private companies. He graduated Magna Cum Laude from Washington and Lee University with a B.A. in Politics and Economics and a B.S. in Business Administration.

 Moderator:

 

Teresa Wells

Managing Director at Tiedemann Advisors

Teresa co-leads the firm’s Seattle office, and has direct responsibility for managing client relationships. She works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. She serves as a member of the firm’s Internal Investment Committee and is also on the Diversity, Equity and Inclusion Committee.

Teresa joined Tiedemann when the firm acquired Threshold Group, where she served as the Managing Director of Investment Strategy. In this role she partnered with the Chief Investment Officer and Managing Director of Impact Investing to contribute to the firm’s broad investment strategy. She was a member of both the Portfolio Management and Investment Committee and the Global Asset Allocation Committee. She also led the Wealth Management and Foundations services team in Seattle. Before joining Threshold Group, Teresa served as the Investment Strategist at Laird Norton Wealth Management. Early in her career, she worked in client services for a small bank-owned trust company and for a venture capital fund of funds.

Teresa is a CFA Charterholder, she earned her master’s degree in international business from Seattle University and holds a Bachelor of Science in finance from Metropolitan State College of Denver. A native of Washington State, Teresa lives in West Seattle with her husband and son.

We look forward to hosting you!

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