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Table of Contents

Table of Contents
2

Map of the Fairmont
Grand Del Mar

Welcome

Sponsor Statements

Conference Itinerary

Sessions Agenda: Who’s
Speaking About What
and When

A Tour of San Diego:
Things to Do and
Places to See

13 Speaker Biographies
1

Map of the Fairmont Grand Del Mar

Capella
Courtyard

North Courtyard

North Foyer
Entry

Entry

Gents Ladies

West
Foyer

Elizabeth Ballroom
B
Ladies
Gents

West
Gallery

Elizabeth Ballroom
C

Gallery

Grand
Stair

Salon

Terrace

Aria Lawn

Aria Pavilion

Stage

Capella

Terrace

Welcome

dear friends,
Welcome to our ninth annual Public Funds Forum – Protecting Portfolio Value!
Today’s world is fraught with uncertainty. Both the “known unknowns” and the
“unknown unknowns” give market participants pause. Even the skies over developed
economies are darkened by defined dangers and vague fears. Many are concerned
that recent stock market gains may prove ephemeral. These are perilous times for
public fund trustees and other investment fiduciaries.
How can you best use your powers as an asset owner to make our markets deliver
for your fund beneficiaries? How do you find value-winning investment strategies to
boost returns while protecting assets against downside risk? Where do you find the
leading-edge information and actionable tools needed to help you make the difficult
choices confronting you?
We have designed this conference with these questions in mind. Our goal is to give
you insights and training on how to protect downside risk, how to be more engaged
as an asset owner, and how to hold your portfolio companies accountable to deliver
the returns you and your beneficiaries are relying on.
We at ValueEdge Advisors are focused on the very important mission of helping
institutional investors, particularly asset owners like public pension funds, understand
and use their rights as shareowners to preserve portfolio value and diminish risk.
And we are again grateful for our sponsoring partners in helping make our ninth
annual forum successful: Gilardi & Co. LLC and the leading plaintiffs’ securities law
firm of Robbins Geller Rudman & Dowd LLP.

Honorable
Richard Bennett
Founder, President &
CEO
ValueEdge Advisors LLC

I look forward to our dialogue about how to protect portfolio value in challenging
times.
Sincerely,

Hon. Richard A. Bennett
Founder, President and CEO
ValueEdge Advisors LLC

Sponsor Statement

alueEdge Advisors was created three years ago to help institutional investors
engage effectively as owners with their portfolio companies. In so doing, ValueEdge
Advisors has developed expertise in a range of activities, such as:
• Convening constructive dialogue between institutional owners and
corporations
• Assisting public pension funds in crafting ESG integration policies and
practices
• Developing remedies to repair corporate governance of companies in the
settlement of securities litigation
• Identifying director candidates for institutions to nominate to improve
board composition and performance

www.valueedgeadvisors.com
(207) 539-9005

• Using shareowner proposals and other tools to push productive
engagement between institutions and company management
• Leading conferences for institutional fiduciaries to keep abreast of
emerging trends and cutting-edge developments in corporate governance
• Advocating for corporate governance best practices before senior U.S. and
U.K. policymakers
Co-founded by Chairman Robert A.G. Monks and CEO Richard A. Bennett,
ValueEdge Advisors also includes Vice Chair Nell Minow and Senior Advisors
Annalisa Barrett and John P.M. Higgins. Our governance professionals have had
leading roles in founding, owning and successfully managing proxy advisory firms,
activist investment funds, ESG research companies, and governance consultancies,
as well as personal experience as directors and officers of public and private
companies. ValueEdge Advisors also have extensive experience in politics and
policymaking, including serving in senior elected and appointed positions in
government.
We encourage you to follow us on Twitter @valuedgeadvsrs and to visit our blog
frequently at www.valueedgeadvisors.com where we post frequently about unfolding
events, news items and emerging trends.

Sponsor Statement

ear Friends,

On behalf of Gilardi & Co., I want to thank ValueEdge Advisors for organizing
what once more promises to be a wonderful event! We are pleased to support
ValueEdge in its commitment to corporate reform and are happy to again serve
as a co-sponsor of this 2017 Public Funds Forum.
Since our inception in 1984, Gilardi has been the premier provider of all
services related to class action settlement administration. We are experts
in all phases of legal administration and pride ourselves on unmatched
responsiveness, transparency, efficiency and accountability. We also understand
that the settlements we administer are personal to shareholders and have real
economic implications for all claimants, regardless of size.
Behind our history and experience is a tremendous commitment to justice. As
administrators, we have direct contact with harmed investors, and through the
years we have witnessed far too often the devastating effects of corporate fraud
on public funds and individuals. Funds have been decimated and life savings
lost, with very real and sad effects. Thankfully, the increasing drive by public
funds for significant corporate reform offers real and significant opportunity for
lasting and positive change.
We welcome the opportunity to participate in this conference and discuss
the significant effects that we have already witnessed as a result of the rising
participation of public funds in the settlement process. Several members of
our executive team will be in attendance. Please feel free to ask any of us for
information regarding our services or our experiences.

www.gilardi.com
(855) 445-2734

Very Truly Yours,

Peter L. Crudo
Gilardi & Co.

Sponsor Statement

obbins Geller Rudman & Dowd LLP is proud to sponsor the Ninth Annual
Public Funds Forum.
We encourage you to take advantage of the program offered over the coming days,
as it features some of the world’s leading investor protection advocates. Since 2004,
Robbins Geller’s lawyers have dedicated themselves to protecting investors. We
are proud to have recovered tens of billions of dollars for investors and crafted
corporate governance reforms that have enhanced long-term shareowner value and
prevented errant fiduciaries from repeating their misdeeds.

www.rgrdlaw.com
(800) 449-4900

Robbins Geller continues to fight for our clients and to protect the integrity of our
capital markets. For example, after over a decade of litigation and a trial victory,
we recently concluded the Household International (now HSBC) securities fraud
case, achieving a record-breaking $1.575 billion recovery. Also this year, as part
of the Plaintiffs’ Steering Committee, we drove home the Volkswagen “dieselgate”
litigation, bringing the total value recovered in the case to over $17 billion, the
largest consumer class action recovery in history. Looking ahead, our lawyers
are committed to holding opioid pharmaceutical manufacturers and distributors
responsible for their fraudulent marketing of opioids, fueling the worst drug scourge
in U.S. history.
Unfortunately, whether it’s insider trading, price fixing by pharmaceutical
manufacturers or the manipulation of benchmark indices by Wall Street financial
firms, we continue to see far too many examples of weak corporate governance
practices resulting in devastating harm to investors and consumers.
Your attendance at this conference is a step toward improving the status quo.
We look forward to participating in this important event and to joining you in the
ongoing fight against corruption in our nation’s financial markets.
Sincerely,

Darren J. Robbins
Robbins Geller Rudman & Dowd LLP

Conference Itinerary

Tuesday, September 5, 2017
1:00 p.m. - 4:30 p.m.

W est F oyer

C heck -I n

6:00 p.m. - 6:15 p.m.

E lizabeth B allroom

O pening R emarks

6:15 p.m. - 7:15 p.m.

E lizabeth B allroom

S ession 1: K eynote A ddress

7:15 p.m. - 10:00 p.m.

A ria L awn

and

R egistration

P resident B ill C linton

C asablanca D inner

Wednesday, September 6, 2017
7:00 a.m. - 8:00 a.m.

N orth F oyer & C ourtyard

B reakfast

8:00 a.m. - 8:45 a.m.

E lizabeth B allroom

S ession 2: I nvesting

8:45 a.m. - 10:00 a.m.

E lizabeth B allroom

S ession 3: G lobal I nvestor R oundup

10:00 a.m. - 10:15 a.m.

W est F oyer

10:15 a.m. - 11:00 a.m.

E lizabeth B allroom

S ession 4: M aking M oney M atter

11:00 a.m. - 12:00 p.m.

E lizabeth B allroom

S ession 5: I mpact I nvesting

12:00 p.m. - 1:00 p.m.

A ria L awn

1:00 p.m. - 2:00 p.m.

E lizabeth B allroom

S ession 6: Y ou D on ’ t H ave to B e
C reating Y our O wn S uccess

2:00 p.m. - 3:00 p.m.

E lizabeth B allroom

S ession 7: T he O pioid E pidemic

3:00 p.m. - 3:15 p.m.

W est F oyer

3:15 p.m. - 4:15 p.m.

E lizabeth B allroom

6:30 p.m. - 7:30 p.m.

W est F oyer

7:30 p.m. - 12:00 a.m.

E lizabeth B allroom

in an

A ge

U ncertainty

N etworking B reak

for

P ension F unds

L unch
a

S hark :

N etworking B reak
S ession 8: T he E ngagement D ebate
C ocktail R eception
R ock

A ges D inner

Thursday, September 7, 2017
7:00 a.m. - 8:00 a.m.

N orth F oyer & C ourtyard

B reakfast

8:00 a.m. - 9:00 a.m.

E lizabeth B allroom

S ession 9: B est P ractices

9:00 a.m. - 10:00 a.m.

E lizabeth B allroom

S ession 10: R ecoveries and R emedies :
P rotecting Y our P ortfolio T hrough S ecurities L itigation

10:00 a.m. - 10:15 a.m.

W est F oyer

10:15 a.m. - 11:00 a.m.

E lizabeth B allroom

S ession 11: E merging I ssues

11:00 a.m. - 12:00 p.m.

E lizabeth B allroom

S ession 12: A N ew W orld D isorder

12:00 p.m. - 5:30 p.m.

N orth F oyer

F und G overnance

N etworking B reak
in

G overnance

and

I nvesting

L unch and N etworking A ctivities : C oastal H ike ,
S ea C ave K ayaking , C hef in T raining and G olf

Table of Contents

The voice of investors and consumers.

Sessions Agenda

Tuesday, September 5, 2017

Session 1:

Opening
Remarks

Keynote Address by
President Bill Clinton
6:15 p.m. - 7:15 p.m.

6:00 p.m. - 6:15 p.m.

SPEAKER: President Bill Clinton,
introduced by Paul J. Geller

SPEAKER: Richard A. Bennett

Wednesday, September 6, 2017
Session 3:

Global Investor Roundup
8:45 A.M. - 10:00 A.M.

Session 2:

Investing in an Age of
Uncertainty
8:00 A.M. - 8:45 A.M.
SPEAKER: Ben Hammersley
A visionary futurist reviews the big picture
of emerging threats and opportunities in
an unpredictable world, while providing
actionable advice for protecting against
downside risk while seeking superior
returns, including a review of what
questions you should be asking your
investment managers to ensure that your
fund can survive these uncertain times.

SPEAKERS: David Couldridge, Michael D. Herrera, Melissa
McDonald and Gerald Noonan, moderated by Patrick W. Daniels
International experts and experienced asset managers cover the issues
facing investors in regions around the world and explore the events
that should be discussed in your boardroom.

Session 4:

Making Money Matter
10:15 a.m. - 11:00 a.m.
SPEAKER: Benjamin Bingham
A leading thinker and investor reveals how to create an investment
model that creates a bridge between philosophical values and investment management, which supports reasonable returns, long-term
economic health, and a healthy future for the planet.

Sessions Agenda

Session 5:

Impact Investing for Pension Funds

11:00 a.m. - 12:00 p.m.

SPEAKERS: Benjamin E. Allen, Harry Keiley and Councillor Kieran Quinn
A review of methods pension fund trustees can utilize to earn competitive returns while deploying capital to improve
the world. Pension funds are feeling the heat from activists to “do good” on a host of issues. How are leading institutions
responding? What are the most effective ways for fund trustees to have an impact while upholding their fiduciary duties?

Session 6:

You Don’t Have to Be
a Shark: Creating Your
Own Success
1:00 p.m. - 2:00 p.m.
SPEAKER: Robert Herjavec,

introduced by Paul J. Geller
Dynamic entrepreneur and “Shark
Tank” investor Robert Herjavec provides
inspirational advice and reveals the keys
to accomplishment in today’s fast-paced,
disruptive and innovative business world.

Session 7:

The Opioid Epidemic
2:00 p.m. - 3:00 p.m.
SPEAKERS: Aelish Marie Baig, Mark J. Dearman and
Cary D. Glickstein, moderated by Paul J. Geller
A discussion of the role of litigation in combating one of
the worst health crises in American history.

Session 8:

The Engagement Debate

3:15 p.m. - 4:15 p.m.

SPEAKERS: Beverly Behan, Meredith Miller and Stephen F. O’Byrne, moderated
by Richard A. Bennett
As investors are insisting on more dialogue with public company management,
and with a new U.S. investment stewardship code, experts review what works and
what does not for improving accountability and performance through engagement
between pension funds and their portfolio companies.

Sessions Agenda

Thursday, September 7, 2017
Session 9:

Best Practices in Fund
Governance
8:00 a.m. - 9:00 a.m.
SPEAKERS: Dana Hollinger, Luz
M. Rodriguez and
David B. Wescoe
A review of how pension funds are
continually improving their own
practices, from board governance
and investment policy-making, to
risk management and stakeholder
relations. Learn what is working
best from fund managers who are
leading innovation and improving
accountability for pension funds
throughout the world.

Session 11:

Session 10:
Recoveries and Remedies:
Protecting Your Portfolio
Through Securities Litigation
9:00 a.m. - 10:00 a.m.
SPEAKERS: Jason A. Forge, Bess L. Joffe and
Darren J. Robbins
Leading securities lawyers and fund managers present
case studies on the successful use of securities litigation
by pension funds to improve returns, reduce risk and
repair troubled companies in their portfolios.

Emerging Issues in Governance and Investing

10:15 a.m. - 11:00 a.m.

SPEAKERS: Jackie Cook, Nell Minow and Christianna Wood, moderated by Richard A. Bennett
Experienced practitioners and far-sighted thinkers discuss the current landscape of managing pensions, investing
responsibly, changing the boardroom and protecting portfolio returns.

Session 12:
A New World Disorder
11:00 a.m. - 12:00 p.m.
SPEAKER: Preet Bharara, introduced by Michael J. Dowd
Described by The New York Times as “one of the nation’s most aggressive and
outspoken prosecutors of public corruption and Wall Street crime,” former U.S.
Attorney for the Southern District of New York Preet Bharara gives an overview
of the future of Wall Street and the challenges faced by investors today.

Sessions Agenda

Networking Activities
COASTAL
HIKING

Enjoy a 3.5 mile guided hike along La Jolla’s historic
Cliffside Trail with breathtaking views of the Seven Caves.

CHEF IN
TRAINING
Become a Top Chef as you create a
three-course meal from start to finish in
this hands-on cooking experience.

GOLF

Play on a Tom Fazio course, featuring dramatic
elevations, diverse bunkering and lush fairways
in the Los Peñasquitos Canyon.

SEA CAVE
KAYAKING

Enjoy San Diego’s perfect climate as you observe sea lions,
leopard sharks, pelicans and the kelp forest while kayaking through
La Jolla’s famous sea caves.

Speaker Biographies

Speakers listed in alphabetical order

Benjamin E. Allen

Aelish Marie Baig

President, Parnassus
Investments

Partner, Robbins Geller
Rudman & Dowd LLP

Benjamin E. Allen is the President of
Parnassus Investments. Founded in 1984
to build wealth responsibly for its clients,
Parnassus is a leader in the socially
responsible investment industry with $22
billion in assets under management. The
firm fully integrates ESG (environmental,
social and governance) research into
its investment process to assess the
business quality, valuation and risks
of each potential holding. A defining
characteristic of Parnassus’s approach is
active ownership, including an emphasis
on engagement with the management of
portfolio companies.

Aelish Marie Baig is a partner in Robbin
Geller’s San Francisco office. She focuses
primarily on consumer fraud and
securities fraud litigation. Ms. Baig has
litigated a number of cases through jury
trial, resulting in multi-million dollar
awards and settlements for her clients, and
has prosecuted consumer, securities fraud
and derivative actions, obtaining millions
of dollars in recoveries from corporations
such as Wells Fargo, Verizon, Celera, Pall
and Prudential.

Mr. Allen joined Parnassus Investments
in 2005 as a Senior Research Analyst and
was promoted to Director of Research
in 2008. He became Portfolio Manager
of the Parnassus Core Equity Fund in
2012 and President of the firm in 2017.
Mr. Allen graduated Phi Beta Kappa
and magna cum laude from Georgetown
University with a bachelor’s degree in
government and completed the general
course in philosophy at the London
School of Economics. He received his
M.B.A. from the University of California,
Berkeley. Mr. Allen was nominated for
Morningstar’s Domestic-Stock Fund
Manager of the Year in 2014.

Ms. Baig has significant experience
prosecuting off-label marketing fraud
actions against pharmaceutical companies
and is currently part of Robbins
Geller’s opioid litigation team. Ms.
Baig prosecuted an action against Wells
Fargo’s directors and officers accusing
the giant of engaging in the robosigning
of foreclosure papers in order to massprocess home foreclosures, a practice that
contributed significantly to the 2008-2009
financial crisis. The resulting settlement
was worth more than $67 million in
cash, corporate preventative measures
and new lending initiatives for residents
of cities devastated by Wells Fargo’s
alleged unlawful foreclosure practices.
Ms. Baig was part of the litigation and
trial team in White v. Cellco Partnership

d/b/a Verizon Wireless, which resulted in
a $25 million settlement and Verizon’s
agreement to an injunction restricting its
ability to impose early termination fees
in future subscriber agreements. She was
also part of the team that prosecuted
dozens of stock option backdating actions,
securing tens of millions of dollars in cash
recoveries as well as the implementation
of comprehensive corporate governance
enhancements for numerous companies
victimized by their directors’ and officers’
fraudulent stock option backdating
practices. Additionally, Ms. Baig
prosecuted an action against Prudential
for its alleged failure to pay life insurance
benefits to beneficiaries of policyholders
it knew or had reason to know had died,
resulting in a settlement in excess of $30
million.
Ms. Baig joined the Firm in 2004 after
having previously practiced with Lawless
& Lawless in the area of employment
discrimination, where she litigated
and tried numerous cases to successful
outcomes. She is a member of the
California Bar and admitted to practice
before the United States Supreme Court,
the Ninth Circuit Court of Appeals and
the United States District Courts for
the Northern and Central Districts of
California. She earned her Bachelor of
Arts degree from Brown University and
her Juris Doctor degree from American
University, where she was senior editor of
the Administrative Law Review.

Speaker Biographies

the Middle East, large family-controlled
companies in Latin America, and
dozens of boards of public and private
companies throughout the United States
and Canada. She also authored Board
and Director Evaluations in the 21st Century
for the Conference Board of Canada
(April 2015) and is currently completing a
similar white paper on these topics for the
Conference Board of New York.

Beverly Behan
President, Board
Advisor, LLC
Beverly Behan believes that boards should
be a genuine asset to the companies they
govern – and to those who own/invest
in those companies. To that end, she has
worked with over 100 Boards of Directors
over the past 20 years, ranging from
recent IPOs to the Fortune 500 – from
New York and Toronto to Bogota, Kuala
Lumpur and Tel Aviv.
Ms. Behan’s clients are typically boards
that want to get to the top of their game
– and stay there. She has “never met a
board she couldn’t make even better,”
this can range from initiatives primarily
designed to keep a great board vibrant
to more significant changes designed to
very tangibly take a board “from good to
great.”
Ms. Behan’s work in board and director
evaluations dates back to 1996, when she
conducted the first individual director
evaluation ever conducted by a major
North American company board, the
Bank of Montreal. Since that time,
she’s undertaken this work for dozens of
boards around the world, including one
of the largest conglomerates in Southeast
Asia, a major global company based in

For the past five years, a significant
part of her consulting practice has also
involved working with boards to design
an effective CEO succession planning
process, arguably the board’s single most
important decision. She also works with
CEOs and executive teams to enhance
their effectiveness in working with their
boards.
Ms. Behan’s last book, Great Companies
Deserve Great Boards: A CEO’s Guide to the
Boardroom (Palgrave Macmillan, 2011),
was named Governance Book of the
Year in the United States by Directors &
Boards magazine and ranked No. 1 for
four weeks on the The Globe & Mail’s
business bestseller list. She has also
been quoted as an expert in corporate
governance and board effectiveness
by The Wall Street Journal, Fortune, CBS
MarketWatch, The Times of London, and
many other publications. She served
as a regular columnist for Bloomberg
Businessweek on board-related issues
(The Boardroom) from 2007-2011 and is
currently a regular columnist for Listed
(the Toronto Stock Exchange magazine).
She is a native of Canada who has dual
U.S. citizenship and resides in New York
City.

Richard A.
Bennett
President & CEO,
ValueEdge Advisors
Richard A. Bennett is President and
CEO of ValueEdge Advisors, a firm
he founded in the summer of 2014 to
help institutional investors engage with
their portfolio companies. From 2006
he was CEO and then Chairman of
GMI Ratings and its predecessor, The
Corporate Library, a globally recognized
investment research firm specializing
in corporate governance and ESG with
offices in London, New York, San Diego
and Portland, Maine. In August 2014,
GMI Ratings was sold to MSCI, where
Mr. Bennett serves as a senior advisor.
He worked as Director of Corporate
Governance for LENS, an institutional
activist fund, from 1997 to 2002. He is
an independent director of Biddeford
Internet Corporation and a non-executive
director of Trucost, Plc, a U.K.- based
firm offering products and services that
allow companies, governments and
fund managers to better understand
their environmental performance. From
2009 to 2014 he served on the Board of
Governors of the International Corporate
Governance Network.

Speaker Biographies

Mr. Bennett has an extensive background
in politics and government service, as
well as a wide range of private sector
experience. A former president of
the Maine State Senate, Mr. Bennett
served four terms in the Maine Senate
and two terms in the state’s House
of Representatives. He is currently
Chairman of the Maine Republican
Party and a member of the Republican
National Committee. In 2014 he
served voluntarily as a member of the
MainePERS ESG Integration Task Force.

was also included in Vanity Fair’s “New
Establishment” list, and Worth magazine’s
“The Power 100: The 100 Most Powerful
People in Finance” list in 2012, 2013,
2014, 2015 and 2016. He was named in
City & State’s “Power 100-New York City”
and “Power 100-Albany” lists in 2013
and 2014, and in New York Observer’s “The
City State: Albany’s Top 40” list in 2014
and 2015. He was also included in their
“New York City’s Political Power 50” list
in 2016. That same year, City & State also
named him “Newsmaker of the Decade.”

Directorship magazine has recognized Mr.
Bennett six times in its annual list of the
100 “most influential people in corporate
governance and the boardroom.” In
December 2010 he was named by Global
Proxy Watch as one of the “10 people
around the world who had the most
impact on corporate governance in the
previous year.” He serves on the Advisory
Board of the John L. Weinberg Center for
Corporate Governance at the University
of Delaware. He is a member of the
Board of Trustees of Hebron Academy.
He was a member of the President’s
Commission on White House Fellowships
from 2005 to 2009. He graduated with
honors from Harvard College in 1986 and
received his MBA from the University of
Southern Maine in 2000.

As U.S. Attorney, Mr. Bharara oversaw
the investigation and litigation of all
criminal and civil cases brought on behalf
of the United States in the Southern
District of New York. He supervised an
office of more than 200 Assistant U.S.
Attorneys, who handled a high volume of
cases involving terrorism, narcotics and
arms trafficking, financial and healthcare
fraud, cybercrime, public corruption,
gang violence, organized crime and civil
rights violations.

Preet Bharara
U.S. Attorney for the
Southern District of
New York (2009-2017)
Preet Bharara is an American lawyer who
served as U.S. Attorney for the Southern
District of New York from 2009 to 2017,
nominated to the position on May 15,
2009 by President Barack Obama. Mr.
Bharara’s nomination was unanimously
confirmed by the U.S. Senate, and he was
sworn in on August 13. During his tenure,
Mr. Bharara earned a reputation as
“one of the nation’s most aggressive and
outspoken prosecutors,” according to The
New York Times. His office’s case against
SAC Capital, for example, resulted in
the largest fine ever paid in the history of
insider trading prosecution and served
as the inspiration for the television series
Billions, currently airing on Showtime.

Under Mr. Bharara’s leadership, the
office experienced one of the most
productive periods in its history. Early
in his tenure, he formed the Terrorism
and International Narcotics Unit, which
has continued the office’s long history
of prosecuting leaders and associates of
global and domestic terrorists, narcoterrorists, cartels and money-laundering
organizations. Its convictions have
included major terrorists, arms traffickers
and even a Somali pirate.

In 2012, Mr. Bharara was featured
on the cover of TIME magazine and
appeared on its list of the “100 Most
Influential People in the World.” He was
included in Bloomberg Markets magazine’s
“50 Most Influential” list in 2014. He

Speaker Biographies
Mr. Bingham is a passionate innovator
with a mission to help move trillions to
resilient, regenerative solutions that the
world needs now. To this end, he became
an investment advisor to his network
of socially minded investors at Legg
Mason back in 2001 and has been an
independent off-the-wall street money
manager since 2007.

Benjamin
Bingham
Author, Making
Money Matter: Impact
Investing to Change
the World
CEO and Founder,
3Sisters Sustainable
Management
Benjamin Bingham is the author of
Making Money Matter: Impact Investing to
Change the World. He is also the CEO
and Founder of 3Sisters Sustainable
Management, focused on 100% impact
portfolios across private and public asset
classes. His writing and work with Impact
Investing draws on his broad experience
as an artist, bio-dynamic farmer and
teacher. Mr. Bingham is the co-founder
of three social enterprises: The Triform
Camphill Community, a farm-based
campus for young people who want a
college experience and lifestyle without
intellectual academics; Demegen, a
biological healthcare company; and
Anthurium Solutions, a workflow
technology firm focused on personalizing
healthcare. Mr. Bingham is currently the
Board Chair.

He designed and co-manages four impact
funds (Scarab Funds) and is on the Board
of CSR-Hub, the largest aggregator of
ESG data. With a unique impact index
of public companies, Mr. Bingham is
proving that a market-neutral strategy,
in which one will go long in stocks for
highly rated companies with beneficial
products/services and will go short in
stocks for companies with low ratings and
questionable benefit to society, will tend
to outperform on a relative basis.
Mr. Bingham helps advisors, consultants
and self-directed investors understand
the consequences of traditional investing,
hoping to inspire a transition to
meaningful impact investments that can
make as much money, or more, with as
little risk, or less.

President Bill
Clinton
Founder, Clinton
Foundation
42nd President of the
United States
William Jefferson Clinton, the first
Democratic president in six decades to be
elected twice, led the United States to the
longest economic expansion in American
history, including the creation of more
than 22 million jobs.
After leaving the White House, President
Clinton established the William J. Clinton
Foundation with the mission to improve
global health, strengthen economies,
promote healthier childhoods and protect
the environment by fostering partnerships
among governments, businesses,
nongovernmental organizations
(NGOs) and private citizens to turn
good intentions into measurable results.
Throughout the Foundation’s history and
growth, Secretary Clinton and Chelsea
offered their voice, vision and counsel.
To recognize their past contributions
and acknowledge their role in shaping
the Foundation’s future, the Foundation
was renamed the Bill, Hillary & Chelsea
Clinton Foundation.

Speaker Biographies
Today the Foundation has staff and
volunteers around the world working to
improve lives through several initiatives,
including the Clinton Health Access
Initiative, which is helping 5 million
people living with HIV/AIDS access
lifesaving drugs. The Clinton Climate
Initiative, the Clinton Development
Initiative, and the Clinton Giustra
Enterprise Partnership are applying
a business-oriented approach to fight
climate change worldwide and to
promote sustainable economic growth in
Africa and Latin America. In the United
States, the Foundation is working to
combat the alarming rise in childhood
obesity and preventable disease through
the Alliance for a Healthier Generation
and the Clinton Health Matters
Initiative. Established in 2005, the
Clinton Global Initiative brings together
global leaders to devise and implement
innovative solutions to some of the
world’s most pressing issues. So far,
nearly 2,300 Clinton Global Initiative
commitments have improved the lives
of more than 400 million people in 180
nations.
In addition to his Foundation work,
President Clinton has joined with
former President George H.W. Bush
three times – after the 2004 tsunami in
South Asia, Hurricane Katrina in 2005,
and Hurricane Ike in 2008, and with
President George W. Bush in Haiti in
the aftermath of the 2010 earthquake.
Today the Clinton Foundation supports
economic growth, job creation and
sustainability in Haiti.
President Clinton was born on August
19, 1946, in Hope, Arkansas. He and his
wife, Secretary Hillary Rodham Clinton,
have one daughter, Chelsea, and live in
Chappaqua, New York.

Jackie Cook
Director of Proxy
Voting Research and
Operations, SHARE
Jackie Cook is Director of Proxy
Voting Research and Operations at
Vancouver-based shareholder advocacy
organization, SHARE. She also founded
and runs the Fund Votes project, which
tracks institutional proxy voting and
proxy-related metrics, and The Climate
Risk Disclosure project, which identifies,
categorizes and evaluates narrative
climate-related corporate disclosures
and powers Ceres’ SEC Disclosure
Search Tool. Over the past 19 years,
Jackie has worked for academic, intergovernmental, advocacy and commercial
organizations in delivering analytical
data solutions and ESG-related
research. She has authored a number
of research reports and academic
articles on shareholder activism, investor
stewardship and corporate governance
and is a graduate of Oxford University’s
Saïd Business School as a Rhodes
Scholar.

David
Couldridge
Head of ESG
Engagement, Investec
Asset Management
David Couldridge is Head of ESG
Engagement at Investec Asset
Management. He works with the
investment teams to help develop
and integrate responsible investment
practices. More specifically, he focuses on
company engagement, seeking improved
governance and disclosure practices.
Prior to joining Investec, Mr. Couldridge
worked at Element Investment Managers
as a senior investment analyst. Prior to
that, he was a senior manager at Old
Mutual within their Unit Trusts division.
His extensive experience is such that he
currently serves on the International
Corporate Governance Network (ICGN)
Board of Governors, the CRISA
committee, the ASISA Responsible
Investment committee and the IoDSA
Remuneration Forum.
Mr. Couldridge graduated from the
University of Cape Town with a BCom
in Accounting and is a Chartered
Accountant. He is a Certified Financial
Planner and holds a Graduate Diploma
in Tax Law. He also holds a Master’s
degree in Industrial Administration,
which includes a thesis covering inclusive
integrated governance.

Speaker Biographies

and Volkswagen, to name just a few.
In the wake of the financial crisis,
he represented dozens of investors
in structured investment products in
ground-breaking actions against the
ratings agencies and Wall Street banks
that packaged and sold supposedly highly
rated shoddy securities to institutional
investors all around the world.

Patrick W.
Daniels
Partner, Robbins Geller
Rudman & Dowd LLP
Patrick W. Daniels is a founding and
managing partner in Robbins Geller
Rudman & Dowd LLP’s San Diego
office. Mr. Daniels is widely recognized
as a leading corporate governance
and investor advocate. The Daily
Journal, the leading legal publisher in
California, named him one of the 20
most influential lawyers in California
under 40 years of age. Additionally, the
Yale School of Management’s Millstein
Center for Corporate Governance and
Performance awarded Mr. Daniels its
“Rising Star of Corporate Governance”
honor for his outstanding leadership in
shareholder advocacy and activism.
Mr. Daniels is an advisor to political
and financial leaders throughout the
world. He counsels private and state
government pension funds and fund
managers in the United States, United
Arab Emirates, United Kingdom, the
Netherlands, and other countries within
the European Union on issues related
to corporate fraud in the United States
securities markets and “best practices”
in the corporate governance of publicly
traded companies. Mr. Daniels has
represented dozens of institutional
investors in some of the largest and
most significant shareholder actions,
including Enron, WorldCom, AOL Time
Warner, BP, Pfizer, Countrywide, Petrobras

In advancing international standards on
human rights, Mr. Daniels was a lead
counsel in an international coalition of
attorneys and human rights groups that
won a historic settlement with major U.S.
clothing retailers and manufacturers,
including The Gap, Ralph Lauren,
Donna Karan and Calvin Klein. The
settlement was on behalf of a class
of over 50,000 predominantly female
Chinese garment workers on the island
of Saipan in an action seeking to hold
the Saipan garment industry responsible
for creating a system of indentured
servitude and forced labor in the
island’s garment factories. The coalition
obtained an unprecedented agreement
for supervision of working conditions in
the Saipan factories by an independent
NGO, as well as a substantial multimillion dollar compensation award for
the workers.
Mr. Daniels graduated cum laude from the
University of California, Berkeley with
a Bachelor of Arts degree and earned a
Juris Doctor degree from the University
of San Diego School of Law.

Mark J. Dearman
Partner, Robbins Geller
Rudman & Dowd LLP
Mark Dearman is a partner in Robbins
Geller Rudman & Dowd LLP’s Boca
Raton office, where his practice focuses
on consumer fraud, securities fraud,
mass torts, antitrust, whistleblower and
corporate takeover litigation.
Mr. Dearman’s recent representative
cases include In re NHL Players’ Concussion
Injury Litig., MDL No. 14-2551 (SRN),
2015 U.S. Dist. LEXIS 38755 (D. Minn.
Mar. 25, 2015); In re Sony Gaming Networks
& Customer Data Sec. Breach Litig., 903
F. Supp. 2d 942 (S.D. Cal. 2012); In
re Volkswagen “Clean Diesel” Mktg., Sales
Practices, & Prods. Liab. Litig., MDL
No. 2672 CRB (JSC), 2016 U.S. Dist.
LEXIS 1357 (N.D. Cal. Jan. 5, 2016); In
re Ford Fusion & C-Max Fuel Econ. Litig.,
No. 13-MD-2450 (KMK), 2015 U.S.
Dist. LEXIS 155383 (S.D.N.Y. Nov.
12, 2015); Looper v. FCA US LLC, No.
5:14-cv-00700-VAP-DTB (C.D. Cal.);
In re Aluminum Warehousing Antitrust Litig.,
95 F. Supp. 3d 419 (S.D.N.Y. 2015),
aff’d, 833 F.3d 151 (2d Cir. 2016); In re
Liquid Aluminum Sulfate Antitrust Litig., No.
16-md-2687 (JLL) (JAD) (D.N.J.); In re
Winn-Dixie Stores, Inc. S’holder Litig., No.
16-2011-CA-010616 (Fla. 4th Jud. Cir.
Ct., Duval Cty.); Gemelas v. Dannon Co.
Inc., No. 1:08-cv-00236 (N.D. Ohio); and
In re AuthenTec, Inc. S’holder Litig., No. 052012-CA-57589 (Fla. 18th Jud. Cir. Ct.,
Brevard Cty.).

Speaker Biographies

Mr. Dearman is AV rated by MartindaleHubbell and has been recognized as a
Florida Super Lawyer in Super Lawyers
Magazine. He has also been recognized
by his peers as being in the top 1.5% of
Florida Civil Trial Lawyers as published
in Florida Trend’s Florida Legal Elite.
Prior to joining the Firm, Mr. Dearman
spent several years defending Fortune
500 companies in all aspects of
litigation, with an emphasis in complex
commercial litigation, consumer claims
and mass torts (product liability and
personal injury). He went on to found
the firm of Dearman & Gerson, where
he continued to defend many publicly
traded corporations for over 12 years.
Within the last 17 years of practice,
Mr. Dearman has obtained extensive
jury trial experience on the plaintiffs’
side, protecting the rights of investors
throughout the United States.
Mr. Dearman earned his Bachelor of
Arts degree from the University of
Florida and his Juris Doctor degree from
Nova Southeastern University. Upon
graduation from law school, he worked
in the Miami office of Ruden, McClosky,
Smith, Schuster & Russell.

Michael J. Dowd
Of Counsel, Robbins
Geller Rudman & Dowd
LLP
Michael J. Dowd is a founding attorney
of Robbins Geller Rudman & Dowd
LLP. He has practiced in the area
of securities litigation for 20 years,
prosecuting dozens of complex securities
cases and obtaining significant recoveries
for investors in cases such as UnitedHealth
($925 million), WorldCom ($657 million),
AOL Time Warner ($629 million), Qwest
($445 million) and Pfizer ($400 million).

Mr. Dowd served as an Assistant U.S.
Attorney in the Southern District of
California from 1987-1991 and again
from 1994-1998, where he handled
dozens of jury trials and was awarded
the Director’s Award for Superior
Performance. He was named Attorney
of the Year by California Lawyer and
one of the “Top 100 Lawyers” by the
Daily Journal. Additionally, the National
Association of Corporate Directors’
NACD Directorship magazine named
him to their “Directorship 100,” which
recognizes those individuals who have
had a profound impact and the greatest
influence on corporate governance.
Mr. Dowd graduated from Fordham
University, magna cum laude, with a
Bachelor of Arts degree in History and
Latin. While at Fordham, he was elected
to Phi Beta Kappa. Mr. Dowd earned his
Juris Doctor degree from the University
of Michigan School of Law.

Mr. Dowd served as lead trial counsel
in Jaffe v. Household International in the
Northern District of Illinois, a securities
class action that obtained a recordbreaking $1.575 billion settlement after
14 years of litigation, including a sixweek jury trial in 2009 that resulted in
a verdict for plaintiffs. He also served as
the lead trial lawyer in In re AT&T Corp.
Sec. Litig., which was tried in the District
of New Jersey and settled after only two
weeks of trial for $100 million.

Speaker Biographies
reopening the depositions of Pfizer’s
former CEO, CFO and General
Counsel. Less than six months after
completing these depositions, Pfizer
settled the case for $400 million.

Jason A. Forge
Partner, Robbins Geller
Rudman & Dowd LLP
Jason A. Forge is a partner in Robbins
Geller Rudman & Dowd LLP’s San
Diego office. He specializes in complex
investigations, litigation and trials.
As a federal prosecutor and private
practitioner, Mr. Forge has conducted
and supervised scores of jury and
bench trials in federal and state courts,
including the month-long trial of a
defense contractor who conspired
with Congressman Randy “Duke”
Cunningham in the largest bribery
scheme in congressional history.
Mr. Forge was a key member of the
litigation team that secured a historic
recovery on behalf of Trump University
students in two class actions against
President Donald J. Trump. The
settlement refunds over 90% of the
money thousands of students paid
to “enroll” in Trump University. He
represented the class on a pro bono basis.
Mr. Forge has also successfully defeated
motions to dismiss and obtained class
certification against several prominent
defendants, including the first securities
fraud case against Wal-Mart Stores, Inc.
and the first federal RICO case against
Scotts Miracle-Gro.
In a case against another prominent
defendant, Pfizer Inc., Mr. Forge led
an investigation that uncovered key
documents that Pfizer had not produced
in discovery. Although fact discovery in
the case had already closed, the district
judge ruled that the documents had been
improperly withheld and ordered that
discovery be reopened, including

While at the U.S. Attorney’s Offices in
the Central and Southern Districts of
California and the Eastern District of
Virginia, Mr. Forge was a key member
of prosecution teams that led dozens of
grand jury investigations and successfully
prosecuted many ground-breaking cases
in addition to the Cunningham bribery
case, including the first search of an
executive office at CIA Headquarters in
Langley, Virginia, which was part of an
investigation that led to the conviction
and imprisonment of the CIA’s
Executive Director (the highest-ranking
federal law enforcement or intelligence
officer ever imprisoned); the nation’s
largest fraudulent mortgage origination
scheme; and the nation’s largest babyselling ring (led by a nationally renowned
attorney). Mr. Forge has also taught trial
practice techniques on local and national
levels, and has written and argued many
state and federal appeals, including an en
banc argument in the Ninth Circuit. He
also teaches White Collar Crime at the
University of San Diego School of Law.
Mr. Forge has been named a Top
Plaintiff Lawyer by the Daily Journal and
a Litigator of the Year by Our City San
Diego.
Mr. Forge earned a Bachelor of
Business Administration degree from
the University of Michigan Ross
School of Business, graduating with
high distinction. He then earned a Juris
Doctor degree from the University
of Michigan Law School, graduating
magna cum laude, where he was a member
of the Order of the Coif and was a
Contributing Editor to the Michigan Law
Review.

Paul J. Geller
Partner, Robbins Geller
Rudman & Dowd LLP
Paul J. Geller, Managing Partner of
Robbins Geller’s Boca Raton, Florida
office, is a founding partner of Robbins
Geller, a member of its Executive and
Management Committees and head of
the firm’s Consumer Practice Group. Mr.
Geller’s 23 years of litigation experience
is broad, and he has handled cases
in each of the firm’s practice areas.
Notably, before devoting his practice
to the representation of consumers
and investors, Mr. Geller defended
companies in high-stakes class action
litigation, providing him an invaluable
perspective. Mr. Geller has tried bench
and jury trials on both the plaintiffs’ and
defendants’ side and has argued before
numerous state, federal and appellate
courts throughout the country.
Mr. Geller was selected to serve in
a leadership position on behalf of
consumers in the massive Volkswagen
“Clean Diesel” Emissions case. This notable
appointment came after a record-setting
application process in which over 150
attorneys sought the court’s designation
as a member of the Plaintiffs’ Steering
Committee. The San Francisco legal
newspaper The Recorder labeled the
group that was ultimately appointed,
including Mr. Geller, a “class action
dream team.” Along with the committee
and government agencies, Mr. Geller
reached a series of settlements on behalf
of purchasers, lessees and dealers that
total well over $17 billion, the largest
settlement in history, concerning illegal
“defeat devices” that Volkswagen installed
on many of its diesel-engine vehicles.

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Cary D.
Glickstein
Mayor, City of Delray
Beach, Florida
Cary D. Glickstein is the Mayor of
the City of Delray Beach and a fourth
generation native Floridian. A three-time
All-America City award winner, the City
of Delray Beach includes 100,000 fulltime and seasonal residents and is central
to Florida’s growing opioid public health
crisis, with nearly 1,600 opioid-related
overdoses in 2016.
Prior to public service, Mr. Glickstein
was the principal owner and founder of
Ironwood Properties, Inc., a southeast
regional development company. He
previously served as Executive Vice
President and General Counsel of
Falcor Industries, Inc., a U.S. subsidiary
of a pacific-rim development and
manufacturing multinational. A member
of the Florida Bar, Mr. Glickstein also
practiced municipal finance and corporate
law at Finley, Kumble, Wagner, Manley,
Myerson and Casey, an international law
firm, where he specialized in land-use and
corporate matters.

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Mr. Geller received his Bachelor of
Science degree in Psychology from the
University of Florida, where he was
a member of the University Honors
Program. He earned his Juris Doctor
degree, with Highest Distinction, from
Emory University School of Law. At
Emory, Mr. Geller was an Editor of the
Emory Law Journal, was inducted into the
Order of the Coif Legal Honor Society,
and was awarded multiple American
Jurisprudence Book Awards for earning
the highest grade in the school in a
dozen courses.

Rated AV by Martindale-Hubbell (the
highest rating available) and twice named
one of the nation’s top “40 Under 40”
by The National Law Journal, Mr. Geller
has also been named one of “Florida’s
Top Lawyers” by Law & Politics and
South Florida Business Journal, one of the
nation’s “Leading Lawyers in America”
by Lawdragon, one of Florida’s “Legal
Elite” by Florida Trend magazine, and one
of “Florida’s Most Effective Lawyers”
by American Law Media’s Daily Business
Review.

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Other noteworthy recent successes
include a $265 million recovery against
Massey Energy in In re Massey Energy Co.
Sec. Litig., in which Massey was found
accountable for a tragic explosion at
the Upper Big Branch mine in Raleigh
County, West Virginia. Mr. Geller also
secured a $146.25 million recovery
against Duke Energy in Nieman v. Duke
Energy Corp., the largest recovery in
North Carolina for a case involving
securities fraud, and one of the five
largest recoveries in the Fourth Circuit.
Additionally, Mr. Geller was the lead
counsel in Kehoe v. Fidelity Fed. Bank &
Trust, one of the country’s first cases
alleging a class-wide privacy violation,
settling the case for a $50 million
recovery in addition to enhanced privacy
protections. More recently, he was one
of the lead counsel in the Sony Gaming
Networks Data Breach litigation, which
resulted in significant monetary recovery
and other benefits to class members. Mr.
Geller was also instrumental in resolving
a case against Dannon for falsely
advertising the health benefits of yogurt
products.

PRO
TE

Speaker Biographies

Bringing
the world’s
experts in risk
management
and global
investment
strategies
together.

Speaker Biographies
Mr. Hammersley is a Fellow at The
Brookings Institute in Washington, D.C.,
a fellow at the Robert Schuman School
of Advanced Study at the European
University Institute in Florence, Italy, and
Innovator-in-Residence at the Centre
for Creative and Social Technologies,
Goldsmiths, University of London. He is
also a Member of the High Level Group
on Media Freedom at the European
Commission.

Ben Hammersley
Global Thought Leader
on the Digital Era and
Big Data
Ben Hammersley is a leading international
consultant, futurist and speaker on the
networked world. In 2014 he presented
the landmark BBC television series
Cybercrimes with Ben Hammersley. He
has authored five books, including 64
Things You Need to Know Now for Then. Mr.
Hammersley has reported on technology
for numerous publications, including
The Times and The Guardian. He was
deputy editor of WIRED magazine and is
currently Editor at Large.
Mr. Hammersley is an author, futurist
and technologist specializing in the
effects of the internet and the ubiquitous
digital network on the world’s political,
cultural and social spheres. He enjoys an
international career as a trends and digital
expert, explaining complex technological
and sociological topics to lay audiences,
and as a high-level advisor on these
matters to governments and business.
Mr. Hammersley’s TV series, Cybercrimes
with Ben Hammersley, was broadcast
worldwide in 2014 on BBC World News,
and in the United Kingdom on the BBC
News Channel. In this ground-breaking
6-part series, shot in the United States,
China, Nigeria, the United Kingdom
and across Europe, Mr. Hammersley
investigated the darker side of the
internet: from government surveillance
and NSA whistleblowers in Washington,
to scammers and spammers in Lagos;
from hardware hackers in Shenzhen, to
cyber-warriors in London.

In addition to fellowships from the
United Nations, the Royal Geographical
Society and the Royal Society of Art,
Mr. Hammersley was the U.K. Prime
Minister’s Ambassador to Tech City,
the East London district that aims to be
Europe’s center of innovation and the
location of choice for tech and digital
companies and investors. He also sits
on the Tech City Advisory Board. He
was also previously Head of Digital at
SIX Creative, where he was responsible
for creating, building and managing an
international team dedicated to bringing
cutting-edge internet strategy, design and
production to leading fashion and beauty
brands worldwide.
Amongst Mr. Hammersley’s unusual
achievements is that he invented the word
“Podcast.” He has spoken at festivals,
universities, think tanks and corporations
all over the world, including regularly
at 10 Downing Street (U.K. Prime
Minister), Deutsche Telekom, European
Commission, Brookings Institute and the
Royal Institution.
Mr. Hammersley’s regular clients include
many major banks and financial services
firms, where he speaks on the future of
the workplace and the effects of artificial
intelligence and the Blockchain on their
industries.

Robert Herjavec
Panelist on ABC’s Shark
Tank, Bestselling
Author & Entrepreneur
Robert Herjavec is one of North
America’s most recognizable business
leaders. Born in Eastern Europe, he
arrived in North America on a boat with
his parents after escaping communism in
the former Yugoslavia. From delivering
newspapers and waiting tables to
launching a computer company from his
basement, his drive to achieve has led
him to the fulfillment of a better life for
himself and his family.
A dynamic entrepreneur, Mr. Herjavec
has built and sold several IT companies
to major players such as AT&T. In 2003,
he founded Herjavec Group, which
quickly became one of North America’s
fastest growing technology companies,
scaling from $400K in sales to a run
rate of $150 million. Today, Herjavec
Group is recognized as a global leader
in information security specializing in
managed security services, compliance,
incident response and remediation efforts
for enterprise-level organizations.

Speaker Biographies
His inspiring books, Driven and The
Will to Win, were simultaneously top
10 bestsellers that earned him the title
of bestselling author. Mr. Herjavec’s
motivational business advice has received
millions of impressions through TV,
print, radio and digital media. He shares
his expertise with other entrepreneurs
each week as a leading Shark on ABC’s
Emmy Award-winning hit Shark Tank,
and showed his dancing prowess as he
competed for the coveted mirror ball on
the popular show Dancing with the Stars.
To Mr. Herjavec, running a business is
a lot like one of his greatest passions,
racing cars. He believes, “You have to
stay laser-focused when driving a car
over 200 miles an hour, and the same
approach is required when growing
a business in today’s world of rapidly
changing technology.” For the past three
years, he has competed as Ferrari #007
for Herjavec Group Racing in the North
American Ferrari Challenge Series,
achieving multiple podiums and winning
Rookie of the Year in 2011.

Michael D.
Herrera
Senior Counsel, Los
Angeles County
Employees Retirement
Association (LACERA)
Michael D. Herrera has worked for
the Los Angeles County Employees
Retirement Association since 1999. As
Senior Counsel to the fund, Mr. Herrera
serves as principal legal advisor to its
Board of Retirement and Board of
Investments, and its officers and more
than 380 employees. He also represents
the fund in complex litigation and
administrative proceedings and has
primary responsibility over the fund’s
global securities litigation program,
including evaluation and prosecution
of domestic and international securities
cases.
Mr. Herrera is a frequent speaker on
various retirement, technology and
investment-related topics and is widely
recognized for his work in the area
of securities litigation and corporate
governance. He serves on the Executive
Board of the National Association
of Public Pension Attorneys and the
Advisory Board for Institutional Investor
Forums. His prior public and non-profit
service includes stints with the U.S.
National Labor Relations Board and
the Mexican American Legal Defense
and Educational Fund. He received a
Bachelor of Science degree in Public
Policy & Management cum laude from the
University of Southern California and a
law degree from UCLA School of Law.

Dana Hollinger
Board Member,
Insurance Industry
Representative,
California Public
Employees’ Retirement
System (CalPERS)
Dana Hollinger is serving her first
appointment to the CalPERS Board of
Administration. She was appointed as the
Board’s insurance industry representative
by Governor Jerry Brown in May 2014.
Ms. Hollinger is a 25-year veteran of the
life insurance industry. She works with tax,
trust and estate, and family law attorneys,
business managers and CPAs to secure
spousal and child support obligations,
income replacement, wealth transfer,
private placement, and other advanced
uses of life insurance in estate and
financial planning.
She served on the Women’s Leadership
Board to the JFK School of Government
at Harvard University from 2004 to
2012 and is a sought after speaker.
She has authored articles on tax and
estate planning for the Daily Journal
and Physician’s Money Digest and was
personally selected by John Anderson
to join Club 1800, a group of 30
leading businesswomen and female
philanthropists.
Ms. Hollinger earned a Bachelor of Arts
degree from American University School
of Government and a Juris Doctor degree
from Southwestern University School of
Law.

Speaker Biographies

Bess L. Joffe

Harry Keiley

Managing Director,
Head of Stewardship
& Corporate
Governance, TIAA

Chairman of the
Investment Committee,
California State
Teachers’ Retirement
System (CalSTRS)

Bess Joffe joined TIAA in 2014 to lead,
shape and drive the company’s corporate
governance program and policies. This
includes active ownership, public advocacy
and proxy voting consistent with TIAA’s
commitment to best practices in corporate
governance and social responsibility. Ms.
Joffe is a well-known senior leader in the
industry and is well respected as a leading
voice in this field.
She was previously in Investor Relations
at Goldman Sachs, where she led the
company’s outreach to institutional
investors on corporate governance policies
and practices. In this role, she engaged with
asset managers, public pension funds, proxy
advisory firms, governance thought leaders
and academics. Prior to joining Goldman
Sachs in 2010, she was an associate director
at Hermes Equity Ownership Services in
London, leading engagement and voting
for client holdings in the Americas.
Ms. Joffe earned a BA with great distinction
from McGill University. She is a Canadianqualified lawyer from the University
of Toronto and gained experience in
corporate and securities law at Stikeman
Elliott LLP. She also worked for Fairvest
in Toronto, now ISS Canada, and PIRC,
a U.K.-based proxy research and advisory
firm. In 2008, she was recognized as a
Rising Star in corporate governance by the
Yale School of Management’s Millstein
Center.
Ms. Joffe is based in London and travels
frequently to New York City.

First elected to the California State
Teachers’ Retirement System (CalSTRS)
Board in 2007 and re-elected in 2011
and 2015, Harry Keiley serves as the
Chairman of the Investment Committee
at CalSTRS. CalSTRS, with more than
$200 billion in assets under management
and more than 800,000 members, is
the largest teacher pension fund in the
world. Current assets are allocated
across multiple strategies, including
global equities, private equity, real estate,
fixed income and absolute returns.
Investment policy adoptions under Mr.
Keiley’s leadership include a $2.5 billion
allocation to a passively managed low
carbon index, Risk Mitigation Strategies
to reduce portfolio volatility during public
equity downturns and commitments to
global infrastructure opportunities.

Mr. Keiley previously served as the
President of the Santa Monica-Malibu
Classroom Teachers Association. In
this role he led school reform initiatives,
built community partnerships and
forged collaborative engagements with
management, resulting in more than
$30 million in ongoing local funding
for public schools in Santa Monica
and Malibu. Committed to service and
giving back, he mentors student athletes
at Santa Monica High School, serves
on the editorial board of The Line, a
national publication for Superintendents,
and serves on the Board of Step Up on
Second Street, a non-profit committed
to ending homelessness for chronically
mentally ill individuals. Mr. Keiley
earned a B.A. in U.S. Government from
St. Joseph’s College (1986) and M.A.s
from Loyola Marymount University and
California State University, Northridge.
He resides in Santa Monica, California,
with his daughters, Melissa and Sarah.

Speaker Biographies

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What was meant to be a “year-out” has
become almost 30 years in the fund
management industry. Having started
out as both a trainee in BankAmerica
Investment Management in Jersey, CI, and
a bartender five nights a week to make
rent, Ms. McDonald now leads HSBC
Global Asset Management’s Responsible
Investment Strategy. She is also a key
member of HSBC’s Climate Business

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Born in Scotland and raised in rural
Zimbabwe before finishing her schooling
in a South African mining town, it was
perhaps inevitable that Melissa McDonald
was destined to be both intrepid and
unconventional. A truly free spirit, she left
her family home at just 17 in pursuit of
adventure.

At HSBC, in addition to her RI role,
Ms. McDonald oversees HSBC’s equity
capabilities and works with the investment
teams in the design and delivery of
investment products. She also works with
HSBC’s clients across all segments to
ensure that their specific needs are met.
Ms. McDonald is a Director on the HSBC
Global Asset Management (UK) Ltd,
HSBC ETF Plc and the UK Sustainable
Investment and Finance Association
(UKSIF) Boards. Ms. McDonald is an
RYA certified yoga instructor (Ashtanga
and Yin) and teaches a weekly morning
class for staff at HSBC.

Global Head of
Product - Equity &
Responsible Investment,
HSBC Global Asset
Management

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Melissa
McDonald

En route to her current role, Ms.
McDonald ran business development for
AXA Investment Managers in Asia where
she led the negotiation team responsible
for setting up joint ventures in China and
India. Following the birth of her second
child in Singapore, Ms. McDonald finally
got her “year-out” and spent that as a
“live-aboard,” sailing throughout the
Mediterranean with her young family.
Upon returning to work, Ms. McDonald
successfully completed her long service
with AXA as Global Head of Responsible
Investment, where she had overall
responsibility for the RI strategy at AXA
IM and for driving the business into a
market leading position in the RI space.

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Council, which is sponsored by Stuart
Gulliver to oversee the sustainable finance
and investment strategy for the entire
HSBC Group.

Training
public fund
representatives
on how to
best fulfill
fiduciary
duties.

Speaker Biographies

Meredith Miller
Chief Corporate
Governance Officer,
UAW Retiree Medical
Benefits Trust
Meredith Miller is the Chief Corporate
Governance Officer of the UAW
Retiree Medical Benefits Trust (“Trust”).
The Trust was established in 2010 as
a Voluntary Employee Beneficiary
Association (VEBA) to pay the medical
benefits for 700,000 UAW retirees. The
Trust is the largest non-governmental
provider of retiree health in the United
States and has assets of $59 billion.
Ms. Miller oversees the Corporate
Governance Program of the Trust for
domestic and international equities,
including proxy voting and corporate
engagements on board governance issues
such as diversity, executive pay, human
capital management and compliance.

Ms. Miller joined the Trust in 2010 after
serving 12 years as Assistant Treasurer
for Policy for the Connecticut State
Treasurer. In this capacity, Ms. Miller was
responsible for the Treasurer’s initiatives
related to corporate governance for the
Connecticut Retirement Plans and Trusts,
economic development and financial
education. Ms. Miller previously served
in the Clinton Administration as the
Deputy Assistant Secretary for Policy,
at the Pension and Welfare Benefits
Administration, U.S. Department of
Labor (PWBA), which is responsible
for the enforcement of the Employee
Retirement Income Security Act (ERISA).
Ms. Miller also served as the Assistant
Director of the Employee Benefits
Department, AFL-CIO, and previously
as the Assistant Director of Research for
Employee Benefits, Service Employees
International Union.
Ms. Miller received a Bachelor of
Arts degree from Hampshire College,
Amherst, Massachusetts and her Masters
of Science from the London School
of Economics, London, England. She
has served as a Trustee on the board of
Hampshire College and as a Director on
the board of the Council of Institutional
Investors. Currently, she is serving as
Program Co-Chair of the Detroit Society
for Governance Professionals and is a
member of the Washtenaw Community
College Foundation’s Women’s Council.

Nell Minow
Vice Chair, ValueEdge
Advisors
Nell Minow is Vice Chair of ValueEdge
Advisors. She was Co-founder and
Director of GMI Ratings from 2010 to
2014, and was Editor and Co-founder
of its predecessor firm, The Corporate
Library, from 2000 to 2010. Prior to
co-founding The Corporate Library, Ms.
Minow was a Principal of LENS, a $100
million investment firm that took positions
in underperforming companies and used
shareholder activism to increase their
value. Her other professional experience
includes serving as a Principal of LENS
Investment Management, as President
of Institutional Shareholder Services,
Inc., and as an attorney at the U.S.
Environmental Protection Agency, the
Office of Management and Budget and
the Department of Justice. Ms. Minow
was named one of the 30 most influential
investors of 2002 by Smart Money
magazine and, in 2003, was dubbed “the
queen of good corporate governance”
by Business Week online. In 2007 she was
named one of the 20 most influential
people in corporate governance. In
2008 she was the sole recipient of the
International Corporate Governance
Network award for exceptional
achievement in the field of corporate
governance. She has authored over 200
articles and co-authored three books on
corporate governance with Robert A.G.
Monks, most recently the 5th edition
of an MBA textbook titled Corporate
Governance, published in 2011. Ms. Minow
is a graduate of Sarah Lawrence College
and the University of Chicago Law
School.

Speaker Biographies
Mr. Noonan has been a journalist
with over 30 years’ experience at the
highest levels of Australian media. He
is a former long-serving editor of The
Australian Financial Review, Australia’s
only business daily, and was awarded the
prestigious Walkley Award for outstanding
contribution to Australian journalism.

Gerard Noonan
President, Australian
Council of
Superannuation
Investors (ACSI)
Gerard Noonan has been President of the
Australian Council of Superannuation
Investors (ACSI) for the past six years
and is the Sydney-based chair of industry
superannuation (pension) fund Media
Super.
ACSI is a representative organization of
30 major Australian superannuation funds
that vigorously raises environmental,
social and governance issues with the
Boards and senior executives of the
companies in which the funds invest.
The 30 funds have approximately $US500
billion in assets under management. ACSI
also has six major international associate
members – PGGM and APG from the
Netherlands, USS and Railpen from the
United Kingdom, CalPERS from the
United States and New Zealand Super.

He has been an activist for almost three
decades in establishing a major role for
the not-for-profit funds in Australia’s
$US2 trillion pension sector. He brings an
editor’s blunt, no-nonsense approach to
the complexities and challenges facing the
retirement incomes’ industry.
Mr. Noonan is also a former President of
the Australian Institute of Superannuation
Trustees and a former Board member
of the Commonwealth Government’s
advisory body, Innovation Australia. He
is an independent director of the online
newspaper The New Daily.
He has an undergraduate degree from La
Trobe University in Melbourne and holds
a Master’s degree in History from the
University of Sydney.

Stephen F. O’Byrne
President and CoFounder, Shareholder
Value Advisors Inc.
Stephen F. O’Byrne is President and
Co-founder of Shareholder Value
Advisors Inc., a consulting firm that
helps companies increase shareholder
value through better performance
measurement, incentive compensation
and valuation analysis. His work on
measuring the strength and cost-efficiency
of top management incentives has been
published in the Harvard Business Review,
the Journal of Investing, Conference Board
Director Notes, the Journal of Applied
Corporate Finance and the WorldatWork
Journal. He is the co-author, with
Professor David Young of INSEAD, of
EVA and Value-Based Management. He was
previously head of the compensation
consulting practice at Stern Stewart
& Co. and a Principal in the executive
compensation practice at Towers Perrin.

Speaker Biographies

Councillor
Kieran Quinn
Leader, Tameside
Metropolitan Borough
Council
Chair, Greater
Manchester Pension
Fund
Councillor Kieran Quinn has been
the Leader of Tameside Metropolitan
Borough Council since 2010 and a
Labour member for Droylsden East since
1994.
Councillor Quinn is also the Chair of
the Greater Manchester Pension Fund
(GMPF) Management Panel. GMPF is
the largest Local Government Pension
Scheme (LGPS) fund in the United
Kingdom with assets of just under £20
billion. GMPF is amongst the best funded
of LGPS schemes. The strength of
GMPF’s funding level is built on excellent
long-term investment returns, and the
Fund is ranked in the top 5 amongst
the WM local authority universe over
25 years. In 2013, GMPF was selected
as the sole administering authority for
the Probation Service’s LGPS interests.
The Fund has an allocation to local
investments of up to 5%, including local
property.
Councillor Quinn is the Chair of the Local
Authority Pension Fund Forum, a national
body that coordinates the ESG for £200
billion of Local Authority Fund assets.

Councillor Quinn is the Greater
Manchester Combined Authority lead
member with responsibility for the
Investment and Business development
portfolio. Within this area, and alongside
lead responsibility for GMPF, Councillor
Quinn is responsible for the Combined
Authority approach to its multiple
investment funds, European program
and general investment funding matters
across Greater Manchester. Councillor
Quinn chairs the GM Local Management
Committee for the 2014-20 ERDF
program, the investment board, and sits
on the board of the Greater Manchester
Growth Company to advise on investment
issues.

Darren J. Robbins
Partner, Robbins Geller
Rudman & Dowd LLP
Darren J. Robbins is a founding partner
of Robbins Geller Rudman & Dowd
LLP. Over the last two decades, he has
served as lead counsel in more than
100 securities actions and has recovered
billions of dollars for injured shareholders.
Mr. Robbins has obtained significant
recoveries in a number of actions arising
out of wrongdoing related to the issuance
of residential mortgage-backed securities,
including the case against Goldman Sachs
($272 million). Mr. Robbins also served
as co-lead counsel in connection with a
$627 million recovery for investors in In
re Wachovia Preferred Securities & Bond/
Notes Litig., one of the largest creditcrisis settlements involving Securities Act
claims. Mr. Robbins also recently served
as lead counsel in Schuh v. HCA Holdings,
Inc., which resulted in a $215 million
recovery for shareholders.
One of the hallmarks of Mr. Robbins’
practice has been his focus on corporate
governance reform. In UnitedHealth,
a securities fraud class action arising
out of an options backdating scandal,
Mr. Robbins represented lead plaintiff
CalPERS and was able to obtain the
cancellation of more than 3.6 million
stock options held by the company’s
former CEO and secure a record $925
million cash recovery for shareholders.
Mr. Robbins also negotiated sweeping
corporate governance reforms, including
the election of a shareholder-nominated
director to the company’s board of

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Mr. Robbins was awarded Bachelor
of Science and Master of Arts degrees
in Economics from the University of
Southern California, and received his
Juris Doctor degree from Vanderbilt Law
School.

Luz M. Rodriguez
Director of Corporate
Governance and Legal
Services, Colorado
Public Employees’
Retirement Association
(PERA)
Luz Rodriguez is the Director of
Corporate Governance and Legal Services
at Colorado PERA. She oversees the
corporate governance activities and the
administrative review process for the $44
billion Association. Under the direction of
Ms. Rodriguez, the Corporate Governance
and Legal Services Division ensures
compliance with PERA’s proxy voting
guidelines, monitors company engagement
activity and securities litigation, and
provides reports to the Shareholder
Responsibility Committee of the PERA
Board of Trustees.

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Mr. Robbins is a frequent speaker
at conferences and seminars around
the world on securities litigation and
corporate governance reform. He advises
institutional investors in the United States,
the United Kingdom, Canada, the Middle
East, Asia and the European Union.

Mr. Robbins was named California
Lawyer Attorney of the Year and has
been recognized as one of the nation’s
top securities litigators by numerous
organizations and publications. He has
been named one of the “Top 100 Lawyers
Shaping the Future” by the Daily Journal
and one of the “Young Litigators 45
and Under” by The American Lawyer. The
American Lawyer commended him for
helping “set the pace for [his] peers,” and
Chambers USA called him “a prominent
figure in the field of securities litigation”
and “one of the leaders of the plaintiff
Bar.”

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directors, a mandatory holding period for
shares acquired via option exercise, and
compensation reforms that tied executive
pay to performance. Recently, Mr. Robbins
led a shareholder derivative action brought
by several pension funds on behalf of
Community Health Systems, Inc. The
case yielded a $60 million payment to
Community Health (the largest recovery
ever in a shareholder derivative action
in Tennessee and the Sixth Circuit),
as well as groundbreaking corporate
governance reforms that included two
shareholder-nominated directors, the
creation and appointment of a Healthcare
Law Compliance Coordinator, the
implementation of a compensation
clawback in the event of a restatement,
the establishment of an insider trading
controls committee, and the adoption of a
political expenditure disclosure policy.

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Speaker Biographies

protecting
and
maximizing
portfolio
assets
to create
long-term
value.

After graduating with an accounting
degree from the University of Colorado in
2003, Ms. Rodriguez worked in investment
accounting and managed the monthly
pension payroll for Colorado PERA,
which is the 21st largest pension plan in
the United States and serves as the pension
fund for 550,000 current and retired
Colorado public employees.

Speaker Biographies

David B. Wescoe
CEO, San Diego County
Employees Retirement
Association (SDCERA)
David Wescoe is an experienced and
successful legal, financial, operational and
investment professional who has served
as General Counsel, CFO and CEO for
public and private companies, including
as the CEO of two multi-billion dollar
pension plans and one of the country’s
largest independent broker-dealers.
Prior to becoming President of Efficient
Market Advisors, Mr. Wescoe was the
chief executive of the Motion Picture
Industry Pension and Health Plans
(MPI), responsible for over $6 billion in
investment assets, 260 employees and over
120,000 participants in the motion picture
industry, with offices in Los Angeles and
New York.
He was recruited to MPI after serving
as the CEO of the San Diego City
Employees’ Retirement System
(SDCERS), which managed over $5
billion in investment assets. At SDCERS,
Mr. Wescoe received the “Most Admired
Government Agency CEO Award” from
the San Diego Business Journal, and the
San Diego City Council declared March
9, 2010 “David B. Wescoe Day” in San
Diego “in appreciation of [Mr. Wescoe’s]
willingness and tremendous efforts to
restore the San Diego City Employees’
Retirement System’s operational integrity
and credibility.”

Mr. Wescoe began his career as a
corporate finance lawyer with Simpson
Thacher & Bartlett in New York City, and
then served as Counsel to Commissioners
Bevis Longstreth and James C. Treadway,
Jr. of the U.S. Securities and Exchange
Commission in Washington. After a
stint as a partner in private law practice
specializing in corporate and securities
law, he served as CFO and General
Counsel for several NYSE-listed
companies and as President and CEO
of Northwestern Mutual Investment
Services, the broker-dealer subsidiary of
Northwestern Mutual, one of the largest
independent broker-dealers in the United
States.
Mr. Wescoe is a frequent speaker on
financial topics and has been quoted
by The New York Times, The Wall Street
Journal, National Public Radio and Governing
magazine. He also testified before
California’s Commission on Public
Employee Post- Employment Benefits.
A native Kansan, Mr. Wescoe received
a B.A. from the University of Kansas
and a J.D. from Columbia Law School.
He has earned the Chartered Financial
Consultant designation from the
American College and has completed
executive business education programs at
Stanford University and the University
of Chicago. He has been a board
member and chair of numerous nonprofit educational and arts organizations,
including serving as national Board
Chair of the Kansas University Alumni
Association and a Trustee of Trinity
School in New York City.

Christianna
Wood
CFA, CAIA
Chairman, Global
Reporting Initiative
Christianna (“Christy”) Wood has over 30
years of experience managing institutional
capital on a global basis in traditional and
alternative asset classes. Currently, Ms.
Wood is the Chair of the Board of the
Global Reporting Initiative based in the
Netherlands, the leading standard setter of
global sustainability reporting standards.
Previously, she was the CEO of Capital Z
Asset Management, the largest dedicated
sponsor of hedge funds, having sponsored
17 hedge funds totaling almost $7 billion.
Ms. Wood was also the Senior Investment
Officer for the Global Equity unit of the
CalPERS, where she was responsible
for over $150 billion in equity, bond and
alternative assets.
Ms. Wood is also on the boards of the
H&R Block Corporation, one of the
world’s largest tax preparers, Grange
Insurance, a multi-line mutual insurance
company, The Merger Fund, a merger
arbitrage hedge fund, and Vassar College.
Ms. Wood is also a frequent public
speaker on global board best practice,
asset allocation, corporate governance,
sustainability and integrated reporting,
among other topics.
Ms. Wood was formerly the Chair of the
Board of the International Corporate
Governance Network and a director of
the International Securities Exchange, a
leading derivatives exchange. Ms. Wood
has an MBA in Finance from NYU and a
B.A. in Economics, cum laude, from Vassar
College.

A Tour of San Diego

Proud Sponsor of the
2017 Public Funds Forum

A Tour of San Diego

Things to do
places to see
A

s California’s second largest city and
the eighth largest in the United States,
San Diego boasts a citywide population of
nearly 1.3 million residents and more than
3 million residents countywide. Within
its borders of 4,200 sq. miles, San Diego
County encompasses 18 incorporated cities
and numerous other charming neighborhoods and communities, including downtown’s historic Gaslamp Quarter, Little
Italy, Hillcrest, Pacific Beach, Coronado,
La Jolla, Del Mar, Carlsbad, Escondido, La
Mesa and Chula Vista, just to name a few.
San Diego is renowned for its idyllic
climate, 70 miles of pristine beaches and
a dazzling array of world-class family
attractions. The city offers an expansive
variety of things to see and do, appealing
to guests of all ages from around the world.
Popular spots include the world-famous San
Diego Zoo and Safari Park, Balboa Park,
Sea World San Diego and LEGOLAND
California.
In San Diego’s East County, the terrain
varies from gentle foothills to mile-high
mountains — from the historic mining
town of Julian down to the 600,000-acre
Anza Borrego Desert State Park. East
County offers nature-conscious visitors
endless opportunities to hike, camp, fish,

observe wildlife and much more. San
Diego’s North County is split between
coastal and inland cities, both sides
offering rich experiences and unforgettable
scenery. The coast is known for its affluent
neighborhoods and protected beaches and
lagoons, and includes La Jolla, Oceanside,
Carlsbad, Encinitas, Del Mar and Solana
Beach. The 70-mile Pacific Ocean coastline
not only supports year-round outdoor
recreation, such as surfing, boating,
sailing and swimming, but also important
scientific research at the Scripps Institution
of Oceanography. Inland cities are more
known for agricultural communities
that produce quantities of flowers and
magnificent produce, seen in Fallbrook,
San Marcos, Temecula, Rancho Bernardo,
Ramona and Rancho Peñasquitos. Wine
growers are also making a mark by growing
and harvesting quality grapes that become
excellent wines, which are served at some
of the most elegant restaurants and resorts
in the region. To the south, it’s a whole
different country, Mexico, featuring its own
cultural offerings in various towns along the
border and coastline, including Tijuana,
Rosarito and Ensenada.

San Diego’s culture and culinary arts scenes
are booming. The hottest new culinary
arts talents prepare award-winning meals
throughout the region’s 6,400 eating

establishments. The aforementioned Balboa
Park is the largest urban cultural park in the
United States and is home to 15 museums,
numerous art galleries, beautiful gardens,
the Tony Award-winning Old Globe
Theatre and the San Diego Zoo. The city
also boasts multiple opportunities to see live
music, from the historic Balboa Theatre
and Copley Symphony Hall to the iconic
Casbah rock club.
Additionally, San Diego County features
92 golf courses and a variety of exciting
participatory and spectator sports,
beachfront resorts and luxury spas, gaming,
a dynamic downtown district, annual
special events and unique holiday offerings,
multicultural festivals and celebrations,
colorful neighborhoods and communities, a
rich military history, and so much more.

1. Torrey Pines.

There are countless hiking trails throughout
San Diego county, but none with views quite
like what you find at Torrey Pines State
Reserve. Found between La Jolla and Del
Mar, hiking at Torrey Pines offers various
hiking loops ranging from two to four miles
long. With scenic views of the ocean and beach
below, the trails boast a variety of wildflowers,
cacti, ferns and wildlife. Make sure to check
out the Beach Trail while you’re there, which
descends around 300 feet to put you right on
the beach.

A Tour of San Diego

3
3. Coronado Island

Not only does Coronado Island offer beautiful powdery beaches (that actually glisten, thanks to the
mineral mica in the sand), it also offers small-town charm and tons of little shops and eateries to
visit. You can rent a bike and cycle down the 15-mile-long bike path, get a drink at the famous Hotel
del Coronado, or head to Glorietta Bay Marina to rent a sailboat or some jet skis.

2. San Diego Beaches
With around 70 miles of coastline on offer, San
Diego is rife with beautiful beaches perfect for
sunbathing and swimming. Pacific Beach and
Ocean Beach are two classic SoCal beaches,
with funky vibes and lively night scenes.
Mission Beach offers some classic boardwalk
attractions at Belmont Park, which includes
amusement park games and rides. You can also
head north and try to spot orange Garibaldi fish
while snorkeling at La Jolla Cove, check out
the harbor seals resting at Children’s Pool just
south from the Cove, or go surfing at Swami’s
Beach just south of Encinitas, which got a
shout-out in The Beach Boys’ hit “Surfin’
U.S.A.”

4. Old Point Loma Lighthouse at
Cabrillo National Park
First lit in 1855, the Old Point Loma
Lighthouse was used for 36 years before the
light was extinguished due to fog and low
clouds rendering it ineffective. It now stands
as a monument and draws in countless visitors
every day. The national park also features
the Cabrillo National Monument (which
commemorates the landing of Juan Rodríguez
Cabrillo at San Diego Bay in 1542),
unparalleled views of downtown San Diego,
and one of the best-protected tide pools in
Southern California.

5. Old Town
As the oldest settled area in the city, the Old Town neighborhood is rich
with history. It is the site of the first European settlement in presentday California and features Old Town San Diego State Historic Park
and Presidio Park, both of which are listed on the National Register
of Historic Places. Old Town has more than 25 restaurants and tons
of shopping opportunities, as well as nightly entertainment and various
annual events. You can also take a tour of the Whaley House, which is
considered to be one of the most haunted houses in the United States.

A Tour of San Diego
6. Balboa Park
Spanning 1,200 acres, Balboa Park
is San Diego’s cultural touchstone.
It includes more than 15 museums,
theaters, the world famous San Diego
Zoo, hiking trails and walking paths,
restaurants, gift shops and 17 gardens –
including the iconic Botanical Building.

7. Petco Park
Located in the downtown area, Petco Park is
home to the San Diego Padres baseball team –
though it is also used for concerts, soccer, rugby
and golf. The stadium’s design includes Indian
sandstone, white-painted exposed steel and dark
blue seats, which are all meant to cohesively evoke
San Diego’s cliffs, beaches, the blue ocean and
sailboats in the bay.

8
8. Little Italy
Found right above downtown, the neighborhood
of Little Italy is a San Diego gem. Little Italy is
full of Italian restaurants and shops, one of the
best weekly farmer’s markets in the city, frequent
festivals and events, and several music venues
ranging from the classy Music Box to the gritty
Casbah.

Other activities in San Diego include:
Harbor Cruise:

San Diego has a long-standing maritime
heritage and a beautiful skyline, and you
can enjoy them both from a boat.

Birch Aquarium:

Unlike the “big” San Diego attractions
focused on critters, this intimate
aquarium is small and has an extensive
seahorse collection.

Mission San Diego:

A good place to delve into San Diego’s
Spanish history is at California’s first
mission, and one of its last.

Notes

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