Replay the September 20, 2023 event (viewing time 58:42)
Global Faith-Based Investors and the Climate Crisis
Learn more about faith-based investing strategies to help address climate change. Watch the replay of our Insights & Ideas conversation with global industry leaders.
Agenda
Opening Prayer
The Rev. Clayton Crawley
Chief Church Relations Officer
Church Pension Group
Welcoming Remarks
Mary Kate Wold (moderator)
CEO and President
Church Pension Group
Panel Conversation
Sofia Bartholdy
Responsible Investment Integration Director
Church Commissioners for England
Mathew Jensen, CFA
Director of Investment Solutions
FaithInvest
Emlyn Ade Palmer
Partner, Head of Sustainable Investing
Albourne Partners
Christopher Rowe, CFA®
Managing Director, Investments
Church Pension Group
Audience Q&A
Learn more about CPG’s approach to socially responsible investing.
Opening Prayer
The Rev. Clayton Crawley
Chief Church Relations Officer
Church Pension Group
The Reverend Clayton Crawley is Executive Vice President and Chief Church Relations Officer of CPG. He is responsible for strengthening CPG’s ties with the Domestic and Foreign Missionary Society, the General Convention, and other groups and stakeholders around The Episcopal Church. He joined CPG in 1999.
Previously, Fr. Crawley led CPG’s technology program and served as Chief Information Officer. Prior to this, he was the Associate Rector of All Saints Episcopal Church, Palo Alto, California. He has more than 25 years of ordained ministry experience and currently serves as a non-stipendiary priest at St. Bartholomew’s Parish and Trinity Church Wall Street in New York City.
He holds an MDiv from the Church Divinity School of the Pacific.
Welcoming Remarks and Moderator
Mary Kate Wold
Chief Executive Officer and President
Church Pension Group
Mary Kate Wold serves as Chief Executive Officer and President of the Church Pension Group (CPG), a $17 billion financial services enterprise that provides retirement, health, life insurance, property and casualty insurance, and other products and services to The Episcopal Church. She also serves as a member of the Board of Trustees of The Church Pension Fund, CPG’s governing body.
She has served in a variety of leadership positions in the corporate, legal, and government sectors. Prior to joining CPG, she was a senior finance executive and principal corporate officer of Wyeth, one of the world’s largest pharmaceutical companies. Before embarking on her corporate career, she was a partner and chaired the tax practice group of Shearman & Sterling, a leading global law firm. Earlier in her career, she served in the Office of Tax Policy of the United States Department of the Treasury.
Her board participation has included both not-for-profit and for-profit organizations. She sits on the board of the Church Benefits Association, a national association of faith-based benefits organizations, and on the steering committee of the Church Alliance, a benefits policy and advocacy group. She serves on the vestry of Trinity Church Wall Street in New York City and on its investment committee, which oversees the institution’s multi-billion-dollar real estate and securities portfolio. She also sits on the boards of Nucleus RadioPharma, The Jackson Laboratory, and Burke Neurological Institute. Her professional affiliations include membership in the Women’s Forum of New York and Women Corporate Directors.
Mary Kate spent her childhood in Bottineau, North Dakota, a small rural community on the Canadian border. She graduated from Hamline University in St. Paul, Minnesota, summa cum laude with a BA in English and Theater and was elected a member of Phi Beta Kappa. She later graduated cum laude from the University of Michigan Law School. She holds an honorary degree of Doctor of Humane Letters from the Berkeley Divinity School at Yale University.
Panelists
Sofia Bartholdy
Responsible Investment Integration Director
Church Commissioners for England
Sofia is the strategic lead for the Commissioners’ approach to climate change and RI integration, including impact/solutions. Her responsibilities include implementing a strategy to meet the Commissioners’ Net Zero by 2050 target as well as working with the investment teams to monitor external asset managers’ RI practices and the sustainability outcomes of the underlying portfolio across ESG themes and asset classes. In addition, she co-leads the Monitoring, Reporting and Verification Track at the Net Zero Asset Owners Alliance. Before joining, she held RI roles at Tesco Pension Investment, building out ESG integration capabilities and leading on TCFD reporting and Net Zero, and the PRI, where she focused on ESG integration in public markets and the approach to sustainability outcomes. She has previously worked for various consultancies. Sofia holds an MSc in Applied Economics and Finance from Copenhagen Business School and an MSc in Ecological Economics from the University of Edinburgh.
Mathew Jensen, CFA
Director of Investment Solutions
FaithInvest
Mathew Jensen leads FaithInvest’s Investment Solutions Team, responsible for research into topics related to faith-consistent investing (FCI), working with faith-based asset owners and faith-NGOs on the practicalities of integrating and implementing FCI in their programs, and engaging with the asset management and investing consulting industries on issues related broadly to engaging values-based investors.
Mathew Jensen has two decades of engaging institutional investors and consultants worldwide. His expertise includes multi-asset global investing, product development and management, and consulting across global institutional markets. His background includes Chief Operating Officer for Liberty Cove Investors, Boston, US; Director of Research and Development for Fidelity Management and Research Company, Boston, US; and Investment Director for Wellington Management, Boston, US, and London, UK. Mathew holds the Chartered Financial Analyst (CFA) and Enterprise Risk Management Certified Professional (ERMCP) certifications, a master’s in business administration degree from Cornell University and Queen’s University Canada, and a Bachelor of Science in Finance from Northeastern University. He is based in the US, in the Greater Boston area.
Emlyn Ade Palmer
Partner, Head of Sustainable Investing
Albourne Partners
Emlyn leads Albourne’s Sustainable Investing Practice and has spent more than 20 years in senior roles in the Alternative Investments industry, mostly at Saguenay Strathmore Capital, a fund of funds manager and advisor, where he was Partner and COO. He was founding COO of Endeavour Capital Management, a relative value fixed income hedge fund, from 2000 to 2003.
Prior to joining Albourne, Emlyn was at Keomo Investments, a company he founded principally to originate investments in Sub-Saharan Africa, and also CFO of Copper Street Capital.
He has a B.Eng (Hons) from Fourah Bay College, the University of Sierra Leone and an MSc in Business & Management Research from Henley Business School, the University of Reading. Emlyn is a Chartered Accountant (FCA), having trained at Deloitte in London during the early 1990s. Emlyn holds governance roles in several Not-for-profit organizations in the UK and the US.
Christopher Rowe, CFA
Managing Director, Investments
Church Pension Group
Christopher Rowe is a Managing Director of CPG. He is responsible for leading CPG’s socially responsible investment engagement strategy and outreach initiatives. He works to build relationships with companies in which CPG invests, peer organizations, The Episcopal Church, and other stakeholders with similar values. Additionally, he works on behalf of the Chief Investment Officer to oversee various aspects of administration for the Investments Department, including communications and compliance.
Prior to CPG, Christopher was Chief of Staff to the CEO of PGIM, Prudential Financial’s asset management business, where he was responsible for wide-ranging activities including business administration, external relations, and sustainability. Earlier in his career, he worked directly with institutions and faith-based investors on strategies for integrating values with investments.
He received a BA in Economics from Haverford College and an MBA in Finance from New York University. He is a Chartered Financial Analyst.
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