Eric Stephenson is Director of Client Services at Align Impact and member of its investment committee, advancing the firm’s work helping investors and their advisors form and execute effective impact investing and philanthropic strategies. He was previously part of the fund investments team at Hamilton Lane and started his finance career with the global leasing group at Xerox. Eric serves as co-chair of the Cordes Foundation, member of the advisory board for Duke University's CASE i3 Initiative on Impact Investing, is a due diligence mentor at Harvard University's Initiative for Responsible Investment, and is a frequent speaker at universities and industry conferences on the topics of impact investing and social enterprise. Eric earned his BBA from Temple University, MA from University of the Pacific and is an active CAIA charterholder.
Steph Stephenson is Co-Chair of the Cordes Foundation, working to advance the Foundation’s ethical fashion and sustainable supply chain initiatives. Prior to joining the Foundation, Steph held positions at Conde Nast and luxury fashion brands Alberta Ferretti and Maiyet. She serves on the Board of Directors for Indego Africa, an innovative social enterprise that lifts artisans and their families out of poverty, and the Advisory Board for Soko, a Kenyan-based ethical fashion brand. Steph is an active member of the Milken Institute Young Leaders Circle and the Nexus Impact Investing Steering Committee and Ethical Fashion Lab.
Daniel S. Bowman is the Family Office executive for a single family office, serving four generations. The Family Office grew out of the sale of the family’s domestic lumber company, the largest privately held building material dealer in the Southeastern United States. The family’s investments include domestic and international assets in the building materials, real estate, hospitality and retail industries.
As the Family Office executive his responsibilities include family governance and support, strategic investment and wealth management, operational oversight, and professional services coordination. He serves as an advisor on all family and business boards.
Dan primarily focuses on the transfer of generational wealth through estate planning, asset allocation and private equity investments. He serves as a primary advisor for estate planning coordination between multiple professionals of the four generations. All of the family groups work with him to ensure sound due diligence in evaluation of their private equity investments. He coordinates long term planning related to asset allocation and tax planning.
Prior to joining the family he served as the Director of Finance at the University of South Florida Medical School. Mr. Bowman holds an M.B.A. in Finance and Information Systems from the University of South Florida (92) and a B.A. in Economics from Emory University (89).
Ron is the Co-Founder and CEO of Closed Loop Partners, an investment firm focused on the development of the circular economy via investments in sustainable consumer goods and packaging companies, innovative recycling technologies and advanced supply chains. Investors include many of the world’s largest retailers and consumer goods companies as well as family offices interested in investments that provide strong financial returns and tangible social impact.
Prior to Closed Loop Partners, Ron was the Deputy Commissioner of Sanitation in New York City in the Bloomberg Administration. He oversaw the collection and processing of NYC’s paper, metal, glass, plastic, textile waste, electronic waste, organics, and hazardous waste as well as public policy. In 2013, NRDC and Earth Day New York named Ron as the Public Official of the Year in New York City.
Ron has been an Adjunct Professor at Columbia Business School since 2010. In 2012, he was the recipient of the Social Enterprise Center Award for Excellence in Teaching.
Ron has been recognized with a number of business and environmental awards including recognition as a ‘Champion of the Earth’ by the United Nations Environment Program which is the highest distinction for environmental protection given by the United Nations and recognizes outstanding visionaries and leaders in the fields of policy, science and entrepreneurship and the Medal of Excellence from Columbia University which recognizes alumnus under the age of 45 for excellence in scholarship, public service and professional life.
The companies that he has led have been recognized as innovators in sustainable business practices. Recognitions include The Conference of Mayors – Public/Private Partnership of the Year, Technology Pioneer from the World Economic Forum and the Wall Street Journal’s #1 Venture Backed Cleantech Company Of The Year.
Earlier in his career, Ron was the Co-Founder and CEO of RecycleBank from 2003-2010. He started his career at Deloitte Consulting. Ron was a Henry Catto Fellow at the Aspen Institute and past term member of the Council on Foreign Relations. He holds a number of technology and business method patents in the recycling industry.
He received an MBA from Columbia Business School.
Shawn brings over twenty years of experience in the financial advisory sector to Big Path Capital. Prior to co-founding Big Path Capital, Shawn founded the investment bank, Sustainable World Capital, which assisted cleantech companies in raising capital from European institutional investors. Shawn has been Co-Head and Managing Director of the international equity teams at Morgan Keegan and at Deutsche Bank.
In partnership with Michael Whelchel, Shawn has founded a number of first-of-their-kind initiatives, all of which demonstrate SmarterMoney+ TM Maximize Impact, Maximize Return. Those include the Five Fund Forum, Impact Capitalism Summit, and Impact & Sustainable Trade Missions. In 2010, Shawn also co-founded the Global Cleantech Cluster Association as a meta-cluster to create momentum and move the cleantech market by networking global clusters together.
Shawn speaks at events around the world on the topic of Impact and Sustainable Investment and partners with the US Department of Commerce in conducting Impact and Sustainable Trade Mission. Shawn received his BS in Finance from Syracuse University and is conversant in German, Spanish, and Chinese.
Katy Wilder Schaaf, PhD is a Licensed Clinical Psychologist and a 5th generation shareholder of E. Ritter & Company (ERC). ERC was founded in Arkansas in 1889; it is the parent company to two disparate businesses, Ritter Communications and Ritter Agribusiness.
Katy works in Richmond, VA as a psychologist in private practice and has been the Director of Development and Engagement, for the past five years, with ERC’s Family Council. With ERC she also participates as a Board Observer, serves on the Owner’s Committee, Next Generation Committee, and previously on the Philanthropy Committee. Together with her family, Katy has worked on difficult family business issues that include promoting family leadership, developing family governance structures, engaging and educating family shareholders who do not work in the business, and developing an ownership mindset. She works with the family council to plan and facilitate quarterly meetings, maintain documents (e.g. strategic plan, family policies, and budget), complete self-evaluations, and plan family shareholder meetings.
Katy’s work with her family has led her to publish articles with Family Business Magazine, speak locally and nationally about her work in family business, and serve on the Family Business Magazine Advisory Board. Additionally, Katy is the Director of the Virginia Commonwealth University Family Business Forum, a local forum that seeks to help family businesses in the Greater Richmond community grow and thrive. Because of her work in her own family business, Katy has deep empathy for the conflict, passion, and communication breakdown that can occur in complex, multigenerational, and multi-branch families. She enjoys the rewards and challenges that come with being in business with your family and connecting with others interested in strengthening enterprising families.
Katy holds a B.A. in Psychology and Sociology from the University of North Carolina- Chapel Hill, a M.S. in Marriage and Family Therapy from the University of Maryland, and a Ph.D. in Psychology from Virginia Commonwealth University.
Carolyn Dryfoos Greenspon successfully integrates her extensive experience working with families with her passion for teaching and mentoring the next generation to assume their roles and responsibilities as leaders of the family enterprise. Through her efforts collaborating with families, they develop ways of working together that allow for better communication and more effective decision-making. She also partners with them to create family governance structures that work for a growing group of family members that span multiple generations, often with increasingly diverse perspectives.
Prior to Relative Solutions, Carolyn had a psychotherapy practice for 18 years, working with children, adolescents, adults and families. In addition to her work as a therapist, she had a private consulting practice working with multi-generational family businesses whose family members share assets.
Separate from her professional experience, Carolyn has served as both a trustee and board member of her own family enterprise. This gives her a unique perspective on helping families navigate the complexity of sharing financial and business assets. Her belief that “if you take care of the family, you take care of the business” is at the foundation of her work in the areas of ownership systems, transitions and family governance.
Carolyn received her undergraduate degree from Duke University, and her master’s in social work from Simmons College in Boston. Additionally, she earned post-graduate certification in Substance Abuse Treatment and Child Psychotherapy. She is a member of the Family Firm Institute.
Dane, a Denver-born Colorado native, is a highly engaged fourth generation family member of a large, enterprising family, who is excited by the opportunities and challenges of generational transition in family organizations. He is passionate about developing lasting family bonds while prioritizing responsible stewardship of family assets and cultivating multi-generational leadership. He wears many hats in his family organization including family council board member, foundation trustee and investment committee member, former education committee chair and private trust company board member. Dane previously worked in real estate finance and multi-family development. He cares deeply about his community and is focused largely on natural resource conservation and youth outdoor education. He received his MBA and MS in Real Estate and Construction Management from the University of Denver and BS in Finance and Management from Tulane University in New Orleans.
Emily has held active roles on the boards of several of the Tibbetts Family businesses, which involve hospitality, real estate and lumber both in Florida and the Cayman Islands. Emily received an undergraduate degree from The Walsh School of Foreign Service at Georgetown University in 2004, a Master’s Degree from Columbia University and a Law Degree from Brooklyn Law School in 2009. After being admitted to practice in Virginia, Emily started her career in immigration law in Washington, DC. Emily and her husband currently reside in Atlanta, Georgia with their three children. She is originally from Clearwater, Florida and holds dual citizenship in the Cayman Islands where her family extends several generations. She enjoys traveling with her family, serving in her church and checking out new restaurants in and around Atlanta.