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Map of the Fairmont

Grand Del Mar

Welcome

Sponsor Statements

Conference Itinerary

Sessions Agenda: Who’s

Speaking About What

and When

Speaker Biographies

A Tour of San Diego:

Things to Do and

Places to See

Table of Contents

Map of the Fairmont Grand Del Mar

Elizabeth Ballroom

West

Foyer

North Foyer

North Courtyard

Capella

Courtyard

Aria Lawn

Aria Pavilion

Entry Entry

Stage

Ladies

Gents

Gents Ladies

Terrace

Gallery

Salon

West

Gallery

Grand

Stair

Terrace

Welcome

Honorable

Richard Bennett

Founder, President &

CEO

ValueEdge Advisors LLC

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 dened 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 duciaries.

How can you best use your powers as an asset owner to make our markets deliver

for your fund beneciaries? How do you nd value-winning investment strategies to

boost returns while protecting assets against downside risk? Where do you nd the

leading-edge information and actionable tools needed to help you make the dicult

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 beneciaries 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 plaintis’ securities law

rm of Robbins Geller Rudman & Dowd LLP.

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

dear friends,

Sponsor Statement

alueEdge Advisors was created three years ago to help institutional investors

engage eectively 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

• Using shareowner proposals and other tools to push productive

engagement between institutions and company management

• Leading conferences for institutional duciaries 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 rms,

activist investment funds, ESG research companies, and governance consultancies,

as well as personal experience as directors and ocers 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.

www.valueedgeadvisors.com

(207) 539-9005

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, eciency 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 eects of corporate fraud

on public funds and individuals. Funds have been decimated and life savings

lost, with very real and sad eects. Thankfully, the increasing drive by public

funds for signicant corporate reform oers real and signicant opportunity for

lasting and positive change.

We welcome the opportunity to participate in this conference and discuss

the signicant eects 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.

Very Truly Yours,

Peter L. Crudo

Gilardi & Co.

www.gilardi.com

(855) 445-2734

Sponsor Statement

www.rgrdlaw.com

(800) 449-4900

obbins Geller Rudman & Dowd LLP is proud to sponsor the Ninth Annual

Public Funds Forum.

We encourage you to take advantage of the program oered 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 duciaries from repeating their misdeeds.

Robbins Geller continues to ght 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 Plaintis’ 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 xing by pharmaceutical

manufacturers or the manipulation of benchmark indices by Wall Street nancial

rms, 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 ght against corruption in our nation’s nancial markets.

Sincerely,

Darren J. Robbins

Robbins Geller Rudman & Dowd LLP

Conference Itinerary

Tuesday, September 5, 2017

1:00 p.m. - 4:30 p.m.West Foyer CheCk-In and regIstratIon

6:00 p.m. - 6:15 p.m.elIzabeth ballroom openIng remarks

6:15 p.m. - 7:15 p.m.elIzabeth ballroom sessIon 1: keynote address by presIdent bIll ClInton

7:15 p.m. - 10:00 p.m.arIa laWn CasablanCa dInner

Wednesday, September 6, 2017

7:00 a.m. - 8:00 a.m.north Foyer & Courtyard breakFast

8:00 a.m. - 8:45 a.m.elIzabeth ballroom sessIon 2: InvestIng In an age oF unCertaInty

8:45 a.m. - 10:00 a.m.elIzabeth ballroom sessIon 3: global Investor roundup

10:00 a.m. - 10:15 a.m.West Foyer netWorkIng break

10:15 a.m. - 11:00 a.m.elIzabeth ballroom sessIon 4: makIng money matter

11:00 a.m. - 12:00 p.m.elIzabeth ballroom sessIon 5: ImpaCt InvestIng For pensIon Funds

12:00 p.m. - 1:00 p.m.arIa laWn lunCh

1:00 p.m. - 2:00 p.m.elIzabeth ballroom sessIon 6: you don’t have to be a shark:

CreatIng your oWn suCCess

2:00 p.m. - 3:00 p.m.elIzabeth ballroom sessIon 7: the opIoId epIdemIC

3:00 p.m. - 3:15 p.m.West Foyer netWorkIng break

3:15 p.m. - 4:15 p.m.elIzabeth ballroom sessIon 8: the engagement debate

6:30 p.m. - 7:30 p.m.West Foyer CoCktaIl reCeptIon

7:30 p.m. - 12:00 a.m.elIzabeth ballroom roCk oF ages dInner

Thursday, September 7, 2017

7:00 a.m. - 8:00 a.m.north Foyer & Courtyard breakFast

8:00 a.m. - 9:00 a.m.elIzabeth ballroom sessIon 9: best praCtICes In Fund governanCe

9:00 a.m. - 10:00 a.m.elIzabeth ballroom sessIon 10: reCoverIes and remedIes:

proteCtIng your portFolIo through seCurItIes lItIgatIon

10:00 a.m. - 10:15 a.m.West Foyer netWorkIng break

10:15 a.m. - 11:00 a.m.elIzabeth ballroom sessIon 11: emergIng Issues In governanCe and InvestIng

11:00 a.m. - 12:00 p.m.elIzabeth ballroom sessIon 12: a neW World dIsorder

12:00 p.m. - 5:30 p.m.north Foyer lunCh and netWorkIng aCtIvItIes: Coastal hIke,

sea Cave kayakIng, CheF In traInIng and golF

Table of Contents

The voice of investors and consumers.

Sessions Agenda

Session 1:

Keynote Address by

President Bill Clinton

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

SPEAKER: President Bill Clinton,

introduced by Paul J. Geller

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.

Session 3:

Global Investor Roundup

8:45 A.M. - 10:00 A.M.

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.

Tuesday, September 5, 2017

Wednesday, September 6, 2017

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 invest-

ment management, which supports reasonable returns, long-term

economic health, and a healthy future for the planet.

Opening

Remarks

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

SPEAKER: Richard A. Bennett

Sessions Agenda

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.

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 eective ways for fund trustees to have an impact while upholding their duciary duties?

Sessions Agenda

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. Joe 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.

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.

Session 11: 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 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.

Thursday, September 7, 2017

Sessions Agenda

Networking Activities

COASTAL

HIKING

Enjoy a 3.5 mile guided hike along La Jolla’s historic

Cliside Trail with breathtaking views of the Seven Caves.

GOLF

Play on a Tom Fazio course, featuring dramatic

elevations, diverse bunkering and lush fairways

in the Los Peñasquitos Canyon.

CHEF IN

TRAINING

Become a Top Chef as you create a

three-course meal from start to nish in

this hands-on cooking experience.

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

Benjamin E. Allen

President, Parnassus

Investments

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

rm 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 dening

characteristic of Parnassus’s approach is

active ownership, including an emphasis

on engagement with the management of

portfolio companies.

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 rm 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.

Aelish Marie Baig

Partner, Robbins Geller

Rudman & Dowd LLP

Aelish Marie Baig is a partner in Robbin

Geller’s San Francisco oce. 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.

Ms. Baig has signicant experience

prosecuting o-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 ocers accusing

the giant of engaging in the robosigning

of foreclosure papers in order to mass-

process home foreclosures, a practice that

contributed signicantly to the 2008-2009

nancial 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 ocers’

fraudulent stock option backdating

practices. Additionally, Ms. Baig

prosecuted an action against Prudential

for its alleged failure to pay life insurance

benets to beneciaries 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.

Speakers listed in alphabetical order

Speaker Biographies

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 signicant 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 rst 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

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.

For the past ve years, a signicant

part of her consulting practice has also

involved working with boards to design

an eective CEO succession planning

process, arguably the board’s single most

important decision. She also works with

CEOs and executive teams to enhance

their eectiveness 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 eectiveness

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 rm

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 rm specializing

in corporate governance and ESG with

oces 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

rm oering 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.

Directorship magazine has recognized Mr.

Bennett six times in its annual list of the

100 “most inuential 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.

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

conrmed 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 oce’s case against

SAC Capital, for example, resulted in

the largest ne ever paid in the history of

insider trading prosecution and served

as the inspiration for the television series

Billions, currently airing on Showtime.

In 2012, Mr. Bharara was featured

on the cover of TIME magazine and

appeared on its list of the “100 Most

Inuential People in the World.” He was

included in Bloomberg Markets magazine’s

“50 Most Inuential” list in 2014. He

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.”

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

oce of more than 200 Assistant U.S.

Attorneys, who handled a high volume of

cases involving terrorism, narcotics and

arms tracking, nancial and healthcare

fraud, cybercrime, public corruption,

gang violence, organized crime and civil

rights violations.

Under Mr. Bharara’s leadership, the

oce 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 oce’s long history

of prosecuting leaders and associates of

global and domestic terrorists, narco-

terrorists, cartels and money-laundering

organizations. Its convictions have

included major terrorists, arms trackers

and even a Somali pirate.

Speaker Biographies

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 workow

technology rm focused on personalizing

healthcare. Mr. Bingham is currently the

Board Chair.

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 o-the-wall street money

manager since 2007.

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 benecial

products/services and will go short in

stocks for companies with low ratings and

questionable benet 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 Jeerson Clinton, the rst

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

oered 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 sta 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 ght

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 identies,

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, inter-

governmental, 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 specically, 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 Certied 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

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

oce. 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 inuential 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 nancial 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 signicant shareholder actions,

including Enron, WorldCom, AOL Time

Warner, BP, Pzer, Countrywide, Petrobras

and Volkswagen, to name just a few.

In the wake of the nancial 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.

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 multi-

million 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 oce, 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),

a’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. 05-

2012-CA-57589 (Fla. 18th Jud. Cir. Ct.,

Brevard Cty.).

Speaker Biographies

Mr. Dearman is AV rated by Martindale-

Hubbell 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 rm 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 plaintis’

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 oce 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 signicant recoveries

for investors in cases such as UnitedHealth

($925 million), WorldCom ($657 million),

AOL Time Warner ($629 million), Qwest

($445 million) and Pzer ($400 million).

Mr. Dowd served as lead trial counsel

in Jae v. Household International in the

Northern District of Illinois, a securities

class action that obtained a record-

breaking $1.575 billion settlement after

14 years of litigation, including a six-

week jury trial in 2009 that resulted in

a verdict for plaintis. 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.

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

inuence 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.

Speaker Biographies

Jason A. Forge

Partner, Robbins Geller

Rudman & Dowd LLP

Jason A. Forge is a partner in Robbins

Geller Rudman & Dowd LLP’s San

Diego oce. 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

certication against several prominent

defendants, including the rst securities

fraud case against Wal-Mart Stores, Inc.

and the rst federal RICO case against

Scotts Miracle-Gro.

In a case against another prominent

defendant, Pzer Inc., Mr. Forge led

an investigation that uncovered key

documents that Pzer 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

reopening the depositions of Pzer’s

former CEO, CFO and General

Counsel. Less than six months after

completing these depositions, Pzer

settled the case for $400 million.

While at the U.S. Attorney’s Oces 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 rst search of an

executive oce 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

ocer ever imprisoned); the nation’s

largest fraudulent mortgage origination

scheme; and the nation’s largest baby-

selling 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

Plainti 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

oce, is a founding partner of Robbins

Geller, a member of its Executive and

Management Committees and head of

the rm’s Consumer Practice Group. Mr.

Geller’s 23 years of litigation experience

is broad, and he has handled cases

in each of the rm’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 plaintis’ 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 Plaintis’ 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.

Speaker Biographies

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 ve

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 rst 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 signicant monetary recovery

and other benets to class members. Mr.

Geller was also instrumental in resolving

a case against Dannon for falsely

advertising the health benets of yogurt

products.

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 Eective Lawyers”

by American Law Media’s Daily Business

Review.

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.

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 full-

time 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 pacic-rim development and

manufacturing multinational. A member

of the Florida Bar, Mr. Glickstein also

practiced municipal nance and corporate

law at Finley, Kumble, Wagner, Manley,

Myerson and Casey, an international law

rm, where he specialized in land-use and

corporate matters.

Bringing

the world’s

experts in risk

management

and global

investment

strategies

together.

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 ve 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

eects 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.

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.

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 nancial services

rms, where he speaks on the future of

the workplace and the eects of articial

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 fulllment 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 eorts

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 ocers 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-prot

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 rst

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

nancial 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

L a w.

Speaker Biographies

Bess L. Joffe

Managing Director,

Head of Stewardship

& Corporate

Governance, TIAA

Bess Joe 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.

Joe is a well-known senior leader in the

industry and is well respected as a leading

voice in this eld.

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 rms, 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. Joe earned a BA with great distinction

from McGill University. She is a Canadian-

qualied 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

rm. In 2008, she was recognized as a

Rising Star in corporate governance by the

Yale School of Management’s Millstein

Center.

Ms. Joe is based in London and travels

frequently to New York City.

Harry Keiley

Chairman of the

Investment Committee,

California State

Teachers’ Retirement

System (CalSTRS)

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,

xed 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-prot 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

Melissa

McDonald

Global Head of

Product - Equity &

Responsible Investment,

HSBC Global Asset

Management

Born in Scotland and raised in rural

Zimbabwe before nishing 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.

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 ve 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

Council, which is sponsored by Stuart

Gulliver to oversee the sustainable nance

and investment strategy for the entire

HSBC Group.

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 nally

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.

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 specic 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 certied yoga instructor (Ashtanga

and Yin) and teaches a weekly morning

class for sta at HSBC.

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 Ocer of the UAW

Retiree Medical Benets Trust (“Trust”).

The Trust was established in 2010 as

a Voluntary Employee Beneciary

Association (VEBA) to pay the medical

benets 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 nancial

education. Ms. Miller previously served

in the Clinton Administration as the

Deputy Assistant Secretary for Policy,

at the Pension and Welfare Benets

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 Benets

Department, AFL-CIO, and previously

as the Assistant Director of Research for

Employee Benets, 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 rm, 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 rm 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

Oce of Management and Budget and

the Department of Justice. Ms. Minow

was named one of the 30 most inuential

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 inuential

people in corporate governance. In

2008 she was the sole recipient of the

International Corporate Governance

Network award for exceptional

achievement in the eld 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

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.

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.

He has been an activist for almost three

decades in establishing a major role for

the not-for-prot 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 Co-

Founder, Shareholder

Value Advisors Inc.

Stephen F. O’Byrne is President and

Co-founder of Shareholder Value

Advisors Inc., a consulting rm that

helps companies increase shareholder

value through better performance

measurement, incentive compensation

and valuation analysis. His work on

measuring the strength and cost-eciency

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 signicant

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 credit-

crisis 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 plainti

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

Speaker Biographies

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.

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

gure in the eld of securities litigation”

and “one of the leaders of the plainti

Bar.”

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 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.

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.

protecting

and

maximizing

portfolio

assets

to create

long-term

value.

David B. Wescoe

CEO, San Diego County

Employees Retirement

Association (SDCERA)

David Wescoe is an experienced and

successful legal, nancial, 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 Ecient

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 oces 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 eorts to

restore the San Diego City Employees’

Retirement System’s operational integrity

and credibility.”

Mr. Wescoe began his career as a

corporate nance 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

nancial topics and has been quoted

by The New York Times, The Wall Street

Journal, National Public Radio and Governing

magazine. He also testied before

California’s Commission on Public

Employee Post- Employment Benets.

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 non-

prot 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

Ocer 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.

Speaker Biographies

Proud Sponsor of the

2017 Public Funds Forum

A Tour of San Diego

Proud Sponsor of the

2017 Public Funds Forum

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 neighbor-

hoods and communities, including down-

town’s historic Gaslamp Quarter, Little

Italy, Hillcrest, Pacic 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 oers 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 oers nature-conscious visitors

endless opportunities to hike, camp, sh,

observe wildlife and much more. San

Diego’s North County is split between

coastal and inland cities, both sides

oering rich experiences and unforgettable

scenery. The coast is known for its auent

neighborhoods and protected beaches and

lagoons, and includes La Jolla, Oceanside,

Carlsbad, Encinitas, Del Mar and Solana

Beach. The 70-mile Pacic Ocean coastline

not only supports year-round outdoor

recreation, such as surng, boating,

sailing and swimming, but also important

scientic research at the Scripps Institution

of Oceanography. Inland cities are more

known for agricultural communities

that produce quantities of owers and

magnicent 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

dierent country, Mexico, featuring its own

cultural oerings 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 oerings,

multicultural festivals and celebrations,

colorful neighborhoods and communities, a

rich military history, and so much more.

Things to do

places to see

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

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.”

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.

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 present-

day 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. 33

Other activities in San Diego include:

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.

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.

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.

A Tour of San Diego

Notes

PFF Guide 9x12 V3

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