Virginia Wilson, CFO of TIAA-CREF — Impact Investing and the Bottom Line

24 Feb 2016 | 06:00 pm

Impact Investing and the Bottom Line

Double bottom line investing (and even triple) is one of the fastest growing asset classes, and is expected to grow exponentially with each generation. Studies indicate that “social impact” is the single top priority for Millennials, who are slated to receive $41 trillion in wealth transfer from Boomers over the coming decades. “Impact investing” seeks to yield benefits commercially, socially, and even spiritually. Can it deliver results? What is required for it to be more than just a fad? How can it serve the Church? We were honored to have our panel of distinguished leaders come and join fellow finance professionals for this important discussion.will be joined by

Virginia Wilson
Currently Virginia Wilson serves as Executive Vice President and Chief Financial Officer of TIAA-CREF, the teachers’ pension fund with $800B+ under management. Ms. Wilson has more than 30 years’ experience in financial services, previously serving as Executive Vice President and Chief Financial Officer at Wyndham Worldwide and at Cendant, as well as executive roles at MetLife and Transamerica Corporation. She has served multinational and regional clients in financial services and not-for-profit organizations as an audit partner at Deloitte. Ms.Wilson holds a BA and MAS from the University of Illinois-Champaign College of Business.


Amy O’Brien
As Managing Director and the Head of Responsible Investment at TIAA-CREF, Amy O’Brien provides overall strategic leadership to Asset Management and across the organization on the implementation of overall responsible investment commitments and key environmental, social and governance (ESG) approaches, including ESG-focused funds, ESG integration frameworks, and the firm’s impact investing portfolios. Her two decades of experience in responsible investment include serving as Director of Corporate Social Responsibility at the Pension Boards – United Church of Christ, as well as service at the Council on Economic Priorities, the non-profit research firm that pioneered the field of corporate social responsibility ratings. She serves on the board of The Investor Responsibility Research Center Institute for Corporate Responsibility and is a member of the Financial Women’s Association of New York. Ms. O’Brien earned a B.S. from Boston College and M.S. from Rensselaer Polytechnic Institute.


Jim Ryan
As senior member of Merrill Lynch’s Ryan Group, Jim Ryan has been consistently recognized as one of the top financial advisors in the country by Barron’s and also recently by the Financial Times. He also serves on Merrill Lynch’s Global Institutional Consulting Team, and speaks frequently on socially responsible investing, for which he has been referenced in Merrill Lynch research. He earned his bachelors degree from the University of Notre Dame and his MBA from Cornell University, which he attended on a Charles E. Merrill Fellowship.


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