UN Hosts providing guidance and support were Chantal Line Carpentier, Chief, United Nations Conference on Trade and Development (UNCTAD) New York office of the Secretary-General and William Kennedy, UN, Senior Programme Officer, UN Office for Partnerships.

The Lead for the Project and Chair of the Steering Group was Ketan Patel, CEO of Greater Pacific Capital. The Senior Representative from the Co-sponsor, Future Capital, was Lawrence Ford, CEO and Founder of Conscious Capital Wealth Management, Founder and Chairman of Future Capital. The Project Steering Group included Katherine Collins, Frank Dixon, Lawrence Ford, Gil Friend, Terry Mollner and Mark Sloss. Participant Outreach and Engagement was conducted by Ketan Patel, Katherine Collins and Mark Sloss. Strategic Media Advice was provided by Jonathan F. Miller.

The ‘Capital as a Force for Good’ Report was prepared by a team led by Ketan Patel, Christian Hansmeyer and Nandan Desai, with review, feedback and insights from Katherine Collins, Frank Dixon, Lawrence Ford, Gil Friend, Steven Lovnik, Terry Mollner and Mark Sloss of the Steering Group.

Final Review and Insights were provided by Chantal Line Carpentier of UNCTAD and William Kennedy of the UN Office for Partnerships.

Analysis and Presentation was provided by Greater Pacific Capital’s Christian Hansmeyer, Nandan Desai, Aditya Ajit and Anukansha Birla, and project administration was provided by Lesley Whittle.

The Report benefited from the work of UN PRI, Carbon Disclosure Project (CDP), Task Force on Climate-related Financial Disclosure (TFCD), Sustainable Stock Exchange Initiative and many other initiatives that have led in the fields relevant to sustainability.

A Special Acknowledgement to the active participants involved in this project who reviewed and engaged in the data and case studies underlying the study, noting that their review does not imply an endorsement of the report by them individually or their organizations: Bank of America, Blackrock, Bridgewater Associates, CDPQ, Citi, Credit Suisse, Fidelity Investments, First Abu Dhabi Bank, GIC Singapore, Goldman Sachs, Great-West Lifeco, HDFC Ltd, HSBC, Investec Bank, Japan Post Holdings, JPMorgan Chase, , Liberty Mutual Insurance Group, Lloyds Banking Group, Morgan Stanley, Ninety One, Nomura, Nordea, Northern Trust, OMERS, Putnam Investments, SEB, Schroders, State Street, UBS, and Wellington.

A Special Thanks to those that provided support to enable the team to engage the right people as part of undertaking this study: Neeti Bhalla Johnson, EVP & Chief Investment Officer, Liberty Mutual Insurance Group, Madhav Chavan, Co-Founder & President, Pratham Education Foundation, Nick Clapham, Head of North America Alternatives Sector, State Street Global Advisors, Katherine Collins, Head of Sustainable Investing, Putnam Investments, Andrew Cohen, Executive Chairman, J.P. Morgan Global Wealth Management, Sergio A. Fernández de Córdova, Chairman of PVBLIC Foundation, Raika Desai, Vivek Doval, Managing Director, Economic Strategy & Transformation, Royal Group, Charles Edmond, CEO, CDPQ, Tom Glocer, Founder and Co-Founder Capitolis Inc, Aashay Gune, Communications Associate, Pratham Education Foundation, Simon Hamilton, Head of Real Assets, Investec Bank, Garry Jacobs, President and Chief Executive Officer World Academy of Art and Science, Jeffrey Jaensubhakij, Group Chief Investment Officer of GIC Pte. Ltd., David McCormick, CEO, Bridgewater, Ray McGuire, Vice Chairman, Chairman, Banking, Capital Markets & Advisory, Citi, Yutaka Mogi, Senior Managing Director, Nomura Holdings Inc, Dr. Stephen Pereira, Consultant psychiatrist and cognitive behavior therapy specialist, Deepak Parekh, Chairman, Housing Development Finance Corporation Ltd. (HDFC), Norman Roesch, Founder and Managing Partner of Coreleus, Michael Sabia, Director, Munk School of Global Affairs and Public Policy, University of Toronto, Hideya Sadanaga, Head of Private Equity Investment Department, Japan Post Bank, Satish Rai, Chief Investment Officer, OMERS, Mark Sloss, Partner, Wilde Capital Management, Raman Srivastava, EVP and Global Chief Investment Officer, Great-West Lifeco, Craig Tate, Managing Executive at Metacom, Casper von Koskull, ex-CEO of Nordea, and John E. Waldron, President and Chief Operating Office, Goldman Sachs of The Goldman Sachs Group, Inc.

Project Initiation, the UN and Future Capital, in conjunction with WAAS, also receive thanks for hosting an event on 11th-13th September 2019 to examine the subject of the ‘future of capitalism’ and in particular the relationship between ‘consciousness’ and ‘capital’. Future Capital is a ‘formative assembly’ providing a platform for individuals and organizations around the world to work together on initiatives for the common good and its leadership were instrumental in convening and curating a group that initiated ideas to make an impact in support of the SDGs. WAAS was founded in 1960 by eminent intellectuals and serves as a forum for scientists, artists, and scholars dedicated to addressing the pressing challenges confronting humanity today independent of political boundaries or limits to arrive at solutions that affirm universal human rights and serve the common good of all humanity. The co-creators of this initiative were Chantal Line Carpentier and Will Kennedy of the UN, working in conjunction with the Steering Group of this project.

Active Participants

Institution Corporate Sponsors
Bank of America Karen Fang, Managing Director Global Head of Sustainable Finance, Bank of America
Blackrock Alexis Rosenblum, Chief Corporate Sustainability Officer
Meaghan Muldoon, Global Head of ESG Integration
Sarah Matthews, Vice President, Global Public Policy
Michelle Edkins, Managing Director, Investment Stewardship
Bridgewater Associates David McCormick, Chief Executive Officer
Carsten Stendevad, Senior Executive
Lauren Hardardt, Management Associate
CDPQ Sarah-Émilie Bouchard, Chief of Staff
Philippe, Vice President, Communication of Public Affairs
Citi Bridget Fawcett, Chief Strategy Officer, Citi BCMA and Global Co-Head, Sustainability & Corporate Transitions
Valerie Smith, Chief Sustainability Officer, Citi
Credit Suisse Marisa Drew, Chief Sustainability Officer & Global Head Sustainability Strategy, Advisory and Finance
Dana Barsky, COO and Head of Sustainable Products and External Partnerships
Fidelity Investments Pam Holding, ESG Lead for Asset Management and Co-Head of Equity
Nicole Connolly, Head of ESG Investing
Dave King, Head of ESG Stewardship
Laura Keenan, Chief Sustainability Officer
Wendy John, Head of Global Diversity and Inclusion
First Abu Dhabi Bank Karim Karoui, Group Head of M&A
Belinda Scott, VP, Head of Corporate Sustainability
Julia Woiwod, Assistant Vice President, Corporate Sustainability Lead
GIC Singapore Thong Chie Shang, Head of Enterprise Strategy
Heidi Yip Xin Ee, Senior Vice President
Goldman Sachs John Goldstein, Head of the Sustainable Finance Group
Great-West Lifeco Raman Srivastava, Chief Investment Officer
Robert Campanelli, National Director, Corporate Sustainability
Krystian Imgrund, Sustainability Manager
Mary Maiers, VP, Investment Administration
Benjamin Lemire, Director, Corporate Sustainability
HDFC Deepak Parekh, Chairman
Anjalee Tarapore, General Manager and Management Services & Investor Relations
HSBC Daniel Klier – Group General Manager, Chief of Staff to the CEO of Global Banking, Global Head of Sustainable Finance
Marielle Clarke Price, Group Reputation Lead, Climate and Sustainability
Investec Bank Tanya Dos Santos, Global Head of Sustainability
Melanie Janse Van Vuuren, Sustainability Manager
Japan Post Holdings Director and Representative Executive Officer, President & CEO Japan Post Holdings Co., Ltd. Masuda Hiroya
JPMorgan Chase Marisa Buchanan, Managing Director, Head of Sustainability
Richard Kaye, Head of International Public Affairs
Liberty Mutual Insurance Group Neeti Bhalla, CIO
Patrizio Urciuoli, Co-head Strategy and Asset Allocation and senior ESG leader
Francis Hyatt, EVP, Chief Sustainability Officer
Lloyds Banking Group Janet Pope, Chief of Staff and Group Director Sustainable Business
Fiona Cannon, Group Sustainable Business Director
Morgan Stanley Audrey Choi, Chief Marketing Officer & Chief Sustainability Officer
Matthew Slovik, Managing Director, Global Sustainable Finance
Ninety-One Group Hendrik du Toit, CEO
Varuni Dharma, Head of Strategy & Stakeholder Relations
Nomura Akiko Sonobe, Head of ESG Department
Yuko Deguchi, Planning Section head of the ESG department
Nordea Snorre Storset, Head of Asset & Wealth Management
Anders Langworth, Head of Group Sustainable Finance
Northern Trust Bob Browne, Chief Investment Officer
OMERS Michael Kelly, Chief Legal & Corporate Affairs Officer
Katharine Preston, Vice President, Sustainable Investing
Putnam Investments 1 Katherine Collins, Head of Sustainable Investing
Yolanda Taylor, ESG Integration Manager
Schroders Marc Brookman, CEO
Tiffani Potesta, Chief Administrative Officer, North America
Sarah Bratton Hughes, Head of Sustainability, North America
SEB Sir Roger Gifford, UK Country Head
Christopher Flensborg, Head of Climate & Sustainable Finance
Hans Beyer, Chief Sustainable Officer
State Street Global Advisors Patricia Hudson, Global Head of ESG Strategy
UBS Judson Berkey, Managing Director, Group Head of Sustainability Regulatory Strategy
Wellington Wendy Cromwell, Vice Chair; Senior Managing Director; Partner; Sustainable Investment; and Portfolio Manager at Wellington Management

End Notes

  1. 1. Putnam Investments is an investment affiliate (subsidiary) of Great-West Lifeco and an independent participant in this report

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