MIINT 2015-16 Judges Bios
Ron Albahary, Threshold Group
Ron Albahary, CFA, thrives on the Threshold Group heritage of investment excellence, industry leadership, and impact, qualities he sees as part of the company’s DNA. For the last twenty-six years of his career, Ron has woken up every morning with a passion for creating innovative investment solutions that protect investors from emotions that can drive their decision-making regarding their wealth and, in turn, can help maximize the chances of achieving their goals.
Having weathered many a market storm over a quarter-century of experience, Ron uses his rich knowledge and industry savvy to steward, coach, and lead his talented crew. Ron also serves on the Threshold Group Executive Committee, which oversees company operations and strategy. Previously, Ron served as the Chief Investment Officer at Convergent Wealth Advisors, Head of Investment Solutions at Schroder Investment Management, a Managing Director of SEI’s Global Private Client Portfolio Management, and the Chief Investment Officer at Merrill Lynch Retirement Group.
Ron is a Chartered Financial Analyst and Member of the Chartered Financial Analyst Society of Philadelphia. He earned a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania.
Susan Balloch, Global Impact Investing Network and Golden Seeds
Susan Balloch is the Chief Operating Officer at the Global Impact Investing Network and a Managing Director of Golden Seeds, an angel investing firm focused on providing capital to women entrepreneurs. Previously, Susan was an Executive Director at The Blackstone Group, Private Equity, the Co-Chief Operating Officer and Managing Partner of the Credit Suisse’s Investment Banking Group, and a Managing Director at Donaldson, Lufkin & Jenrette where she worked for over 15 years focusing on mergers and acquisitions and financings, including initial public offerings. Susan was also an Executive in Residence and Adjunct Professor at Columbia University’s Graduate Business School.
Susan holds a BS in International Economics from the School of Foreign Service, Georgetown University and an MBA from the Wharton School, University of Pennsylvania.
Ross Coull, CDC Group
Ross Coull is Director of Equity Investments and CO-Head of the Impact Acceleration Facility at the CDC Group in the United Kingdom. Ross previously worked in UK private equity for Sovereign Capital, investing in mid-sized companies in the business services and healthcare sectors. Prior to that, Ross was a strategy consultant with Booz & Company, advising a variety of clients on their major corporate challenges across Asia, Europe and North America. In addition, he has a track record of making personal investments in small emerging market companies.
Ross has a BSc and MSc from the London School of Economics.
Michael Craig, Bank of America Merrill Lynch
Michael Craig is a Managing Director and Investment Solutions Executive at Bank of America Merrill Lynch. Michael has served in various roles at Bank of America Merrill Lynch, ranging from subject matter expert on China private banking, client and business management executive, and investment solutions specialist, where he has created a suite of impact investing equity and FI solutions. Prior to joining Bank of America Merrill Lynch, he worked as a Business Manager for Columbia Management.
Michael attained his Executive MBA from Columbia Business School, in addition to a Master’s degree in International Affairs from the Maxwell School of Public Affairs at Syracuse University and a Bachelor of Science degree in Labor Economics from Cornell University.
Marc Diaz, NatureVest
Marc Diaz is a Managing Director and oversees NatureVest, The Nature Conservancy’s impact investing division, which focuses on delivering measurable environmental outcomes as well as financial returns to investors. Marc also directs NatureVest’s knowledge and field-building efforts.
Prior to his role at NatureVest, Marc launched and managed the UNICEF Bridge Fund, a revolving loan fund that used impact investment to fast-track life-saving goods to children in need throughout the world.
Marc earned an MBA with distinction from Harvard Business School, an MPA from Harvard Kennedy School, and an AB from Harvard College where he majored in government. He has published research on affordable housing and the achievement gap in U.S. education, and has served in volunteer Board leadership roles in community development finance, professional theater, and the Episcopal Church.
Surya Kolluri, Bank of America Merrill Lynch
Surya Kolluri is a Managing Director and manages Policy and Market Planning for the Bank of America Merrill Lynch Global Wealth and Retirement Solutions Business. In this capacity, he oversees incubation and commercialization of programs such as Environmental-Social-Governance (ESG) Investing and Social Impact Bonds (SIBs). He also manages external relationships with regard to research and policy development in the areas of aging and longevity.
Previously, Surya played a variety of roles at the organization including Head of Strategy, Business Support Executive and Channel Development Manager. Surya joined Bank of America in 2006 from Bain & Company.
Surya has an MBA from the Wharton Business School at the University of Pennsylvania and an MS from Drexel University, Philadelphia. He serves on the boards of Rebuilding Together Boston (RTB), the CEO Initiative for Alzheimer’s (CEOI) and the Global Coalition on Aging (GCOA).
Ron Moelis, L+M Development Partners
Ron Moelis is CEO and Co-Founder of L+M Development Partners and its affiliated companies. He is a founding member of the New York State Association for Affordable Housing and is an advisory board member of the New York City Housing Partnership. He sits on the Board of Governors of the Real Estate Board of NY and is a member of several non-profit organizations including the Citizens Housing & Planning Council, Civic Builders and New Yorkers 4 Parks.
Ron is on the National Advisory Board of the Netter Center for Community Partnerships at the University of Pennsylvania. He is a Trustee of NYU School of Law, where he also established the Moelis Institute for Affordable Housing and where he also serves on the advisory board for the Furman Center, an interdisciplinary academic research institute. A graduate of the University of Pennsylvania, he holds both a B.A. in history and a B.S. in economics from the Wharton School and a J.D. from New York University.
Gerry Pambo-Awich, Prudential
Gerald (Gerry) Pambo-Awich is a member of Prudential’s Impact Investments team which today manages a portfolio of more than $400 million in social investments. Prior to this role, he was with the Corporate Development team, which is responsible for all acquisitions and divestitures in the company.
Previously, Gerry worked at Goldman Sachs in a risk & strategy role, followed by investment roles at early stage venture capital, and growth equity firms including Bridges Ventures, and Kapor Capital.
Gerry received his MBA from Harvard Business School and his Bachelor of Arts degree in Computer Science from Bard College, where he was a Distinguished Scientist Scholar. Gerry also serves on the Board of Governors of Bard College.
Andrea Phillips is a Vice President in the Urban Investment Group of Goldman Sachs. She leads the GS Social Impact Fund and social impact bonds and economic development financing, and also developed the Access to Capital program as part of the 10,000 Small Businesses Initiative.
She has over 20 years of experience in developing small business, workforce and community development programs. Prior to joining GS, she was a consultant providing strategic and operational planning services to a variety of public and private sector clients. Previously, Ms. Phillips was President of Seedco Financial, a $54 million Community Development Financial Institution (CDFI). Prior to that she was Executive Vice President for Programs at Seedco, where she was responsible for developing strategies for and overseeing the implementation of all Seedco programs, totaling nearly $50 million in funding annually and including several pay for success contracts.
Ms. Phillips holds a BA from Tufts University and a MA in Public Policy from the Kennedy School of Government at Harvard University.
John Rogers, Bridges Ventures
John Rogers is a Partner at Bridges Ventures and has over 15 years of experience in institutional private equity, focused primarily on growth companies in the healthcare and education sectors. Most recently John was a Partner and Head of the Healthcare & Education Group at Gryphon Investors. John was previously a Vice President at Deutsche Bank’s principal investment arm, DB Capital. Prior to graduate school, John worked in Oakland, CA, first in affordable housing development with Jubilee West, and then in public health with the Alameda County Health Care Services Agency where he launched one of the country’s first healthy homes initiatives to clean up environmental hazards, including lead, in family homes.
John has an undergraduate degree from Yale University and an MBA from Stanford’s Graduate School of Business. He is currently completing an EdD in education management at the University of Pennsylvania’s Graduate School of Education.
Dustin Rosen, Wonder Ventures
Dustin Rosen is a Managing Partner and Founder of Wonder Ventures and is an investor in technology companies. Since he began his career, he’s been on every side of the business, from running and selling his own technology start-up to investing in dozens of others, as well as using this expertise to advise numerous entrepreneurs.
In 2010, Dustin founded Pose, and as CEO, led the company through development, growth and three rounds of venture capital funding before guiding it through an acquisition. Prior to Pose, Dustin worked at the Mailroom Fund, an LA-based venture capital group comprised of the William Morris Agency, Accel Partners, Venrock, and AT&T. Before this, he worked at the William Morris Agency.
He received a B.S. in Economics from The Wharton School at The University of Pennsylvania.
Liesel Pritzker Simmons, Blue Haven Initiative
Liesel Pritzker Simmons is Co-Founder and Principal of Blue Haven Initiative, an innovative family office that invests for profit and with purpose. An early leader in the impact investing space, BHI manages an international portfolio of diversified investments in traditional asset classes, impact business models, and nonprofit organizations. It applies a rigorous portfolio-management lens with the goal of generating measurable financial returns as well as societal and environmental benefits.
Liesel is also Co-Founder of IDP Foundation, a private Chicago-based foundation focused on achieving universal primary education.
Liesel serves on for-profit and nonprofit boards and investment committees of organizations including Impact Assets, Synergos, Toniic, Eco-Post, and the ImPact, a network of families committed to the conscientious stewardship of wealth. Liesel attended Columbia University in New York City, where she studied African History.
David Streim, Nonprofit Finance Fund
David is an Associate Director and Senior Underwriter in NFF's Financial Services department, providing mission-driven community-based organizations with loans and New Markets Tax Credit investments to acquire and develop real estate, and for working capital. David also leads NFF's Pay for Success investing, which provides flexible capital to human service providers for innovative social programs coupled with rigorous outcomes evaluation. Before joining NFF, he was the Portfolio Manager at Opportunity Finance Network, underwriting and monitoring loans to Community Development Financial Institutions around the country to help capitalize their lending programs.
David has taught courses at the Graduate School of Design at the University of Pennsylvania, and serves on the Board of the Mayor's Fund for Philadelphia. He received a BA from Vassar College and a Masters in City Planning from the University of Pennsylvania.
Miljana Vujosevic, Prudential
Miljana Vujosevic is a Portfolio Manager with the Impact Investments group at Prudential which has been investing to support vibrant communities and economic opportunity for individuals and businesses since 1976. At Prudential, Miljana focuses on strategy and originating deals in social purpose businesses, including fund investments and direct equity and debt investments. In addition to operating entities, Miljana oversees the group’s charter school portfolio.
Miljana holds a Bachelor of Arts in Political Science from the University of Michigan and a Master of Arts in International Relations and Economics from the Johns Hopkins School of Advanced International Studies. She is a CFA charterholder.
Sara Weinheimer, Golden Seeds and BroadMic
Sara Weinheimer is a Managing Director at Golden Seeds and Founder and Executive Producer of BroadMic, a digital serial podcast dedicated to accelerating diversity in entrepreneurship.
Sara worked on Wall Street for fifteen years where she was a bond trader for Goldman Sachs and Citi. Since then, Sara has been an active angel investor, with over thirty companies in her portfolio, of which half are women-led technology startups. Sara was a founding member of Golden Seeds, a national investment firm and angel network dedicated to investing in female entrepreneurs, where she served as managing director for a decade. Sara led early stage financings, served on the BOD of several portfolio companies was also was a General Partner at Mayfair Trading Partners, where she managed alternative investments in a family office.
Sara holds an MBA from University of California, Berkeley, Haas School of Business. She holds a B.S. in the College of Natural Resources from University of California, Berkeley.