Boldly Go team
Sharp minds. Big hearts.
Meet our colleagues who go above and beyond to deliver results.
Rebecca Alderfer, MPP, has 20 years of experience in service to big goals and high impact targets. Her work engages policy, resource alignment, and tenacity to inspire and affect change across complex systems.
Rebecca is a seasoned strategist; guiding US foreign assistance at the White House Office of Management and Budget, stemming global infectious diseases through the U.S. State Department, increasing access to dental care for low income people and assessing housing policy during the Great Recession through the Pew Charitable Trusts, evaluating the capacity of the healthcare workforce in Colorado at the Colorado Health Institute, expanding mental health screening and access to care during pregnancy and postpartum for the ZOMA Foundation, and testing new mental health care strategy for SonderMind, among her range professional and client engagements.
In 2015, Rebecca started her own consulting firm, Summit View Strategies. Through her consulting, Rebecca works to advance societal impact alongside philanthropies, private enterprises, and government. She partners with organizations of all sizes to define, refine, and lean into the journey to achieve meaningful positive change in society.
Rebecca earned a Bachelor of Science degree in Economics from Iowa State University and a Master’s degree in Public Policy from the Humphrey School of Public Affairs at the University of Minnesota. She enjoys anything athletic, is full of wanderlust, and is the mother of two boys.
Lindsay Broyhill has over a decade of experience leading and executing strategies for organizations serving children, women, and families in the U.S. Prior to joining Boldly Go, Lindsay was the director of a strategic family foundation investing in child and family health in North Carolina, where she led strategic planning, program management, and communications strategies with the president and founder.
Lindsay enjoys finding high-impact opportunities at the intersection of philanthropy, policy, practice, and communications. She previously managed communications and supported fundraising and grantmaking at Ascend, a policy program at the Aspen Institute focused on building intergenerational cycles of prosperity for families in the U.S. Prior to the Aspen Institute, she held roles at management and communications consulting firms, where she supervised and supported projects for early childhood education, K-12 public education, and public health and financial federal agencies. Lindsay started her career raising funds and awareness for the largest child care provider for families with low incomes in New England.
Lindsay holds a bachelor’s degree in Sociology from Cornell University. She was born and raised in North Carolina, and enjoys spending time outdoors and thrifting for antique artwork.
Esder Chong founded RU Dreamers, a student organization that advocates for undocumented, DACA, and TPS students’ access to higher education. Collaborating with various stakeholders, she led efforts to pass the S699 State Financial Aid bill, expanding access to higher education for undocumented residents in New Jersey. She also worked on the Let’s Drive NJ campaign to expand access to New Jersey driver’s licenses to undocumented immigrants, formerly incarcerated people, domestic violence survivors, and senior citizens who faced barriers to getting state ID. She also worked for the National Immigration Law Center, GW Law Immigration Clinic, and NJ Governor Phil Murphy’s Office of Federal Relations.
She recently completed her Ed.M. from the Harvard Graduate School of Education and has previously completed her Masters in Global Affairs at Tsinghua University as a Schwarzman Scholar. She currently serves as a student strategy member at The Presidents’ Alliance on Higher Education and Immigration and a mentor for Minds Matter Boston and UCLA Labor Center’s Dream Summer program. She was featured in the NY Times, Chronicle of Higher Education, TIME, NPR for her immigrant rights advocacy work. Esder was born in South Korea and raised in Central New Jersey.
Walid Hedidar comes to Boldly Go from the international development space. He has more than five years of work experience in seven different countries supporting international organizations, non-profits, startups, and governments with driving social impact. Walid has worked previously with the Brookings Institution in Washington D.C., the Ministry of Education in France, and the African Leadership University in Mauritius. He also consulted on several education and health projects with the United Nations Development Programme, Last Mile Health, and UNESCO’s International Institute of Educational Planning in Dakar.
Walid’s day-to-day work has previously involved: supporting countries with integrating 21-st century skills in their national education systems, designing COVID-19 response learning tools for community health workers, and conceptualizing TV-education programs for youth with low access to the internet.
Walid started his journey of social impact in his home country Tunisia. At the age of 17, he started two education reform initiatives focused on teacher training and youth development. These initiatives are now part of a startup, LEAPS Education, that Walid has been co-leading with a mission to revolutionize education in Africa and the Middle East.
Walid holds a master’s degree in International Educational Development from the University of Pennsylvania and an executive certificate in Strategic Philanthropy from Cambridge Judge Business School. He also holds a bachelor’s degree in Anthropology and International Affairs from the University of Denver.
Walid speaks Arabic, French, and English. In his free time, he enjoys trying new recipes and playing the Oud.
Helen Ho has a passion for creating diverse, equitable, and inclusive opportunities within the education and social policy sectors. Her academic and career interests have led her to pursue her Master of Public Affairs from the Lyndon B. Johnson School at the University of Texas. Prior to the attainment of her degree, she has experience consulting for intersectional nonprofits and working with educational institutions. Helen has consulted for the Webber Family Foundation, Infosys, Infosys Foundation USA, Dallas College, and Future Front Texas to drive social impact in local communities across the nation. During her time consulting, she has designed and piloted programs, procured and prioritized funding allocations, and researched best practices to ensure financial and programmatic sustainability. She has worked with undocumented, immigrant, indigenous, and minority populations to empower these underserved communities. Within the education field, she is committed to improving student success and achievement through her work as a preschool teacher, an ESL tutor, and a research advisor. Currently, she is working with the Division of Diversity and Community Engagement at the University of Texas at Austin to connect intellectual resources and support to communities that face the greatest barriers to accessing education.
Helen holds a Bachelor of Science in Applied Mathematics from California Polytechnic State University, San Luis Obispo where she is committed to leveraging her knowledge in data science to inform policy decisions, particularly in the spaces surrounding youth empowerment, workforce development, and academic equity. She has prioritized research in these areas by studying the societal impacts of gerrymandering, mitigating racial disparities in education, and improving community college workforce development and retention rates.
Hatim is a doctoral candidate at the University of Oxford (on Rhodes Scholarship). He is a lawyer by training and has previously completed graduate degrees in Global Affairs at Tsinghua University as a Schwarzman Scholar (2020), the Bachelor of Civil Law (BCL) at University of Oxford and dual degrees in commerce and law from National Law University, India. He currently teaches regulatory innovation at Judge Business School and is working on developing an experimental regulatory intelligence platform at Regulatory Genome Development Limited. His current research examines natively digital assets at the intersection of technology, finance and law.
Sumati Joshi leads research and supports strategic advisory for clients—including small family foundations, funder collaboratives, private foundations, corporate impact teams, and community-based organizations. Her work has focused on health, gender, and racial equity and she is passionate about bringing entrepreneurial ideas to action. Sumati brings to the team five years of work experience as a founder of an adolescent girls’ reproductive health-focused social venture and an associate at a human capital advisory firm in India. She has experience of working with organizations across geographies, such as regional Menstrual Health Coalitions in Asia and Africa, UN agencies, Pivotal Ventures, New Jersey Birth Equity Funders’ Alliance, and other funders in the United States.
Sumati holds a MA as a Schwarzman Scholar from Tsinghua University and earned her BA in computer science. She is a Resolution Fellow and a recipient of The Diana Award for social action. She continues to publish research and volunteer time with young changemakers setting up their first non-profit.
Sumati speaks English, Hindi, and elementary Mandarin.
Naaima Khan is a consultant and Owner and Principal of Create Good consulting, where she consults with organizations to help them achieve more effective, equity-centered strategy and evaluation planning.
Naaima has worked with nonprofits for 10+ years as a strategic planner/facilitator, content creator, grant program manager, evaluator and equity/inclusion leader. She holds a master’s in Public Affairs from the LBJ School of Public Affairs at the University of Texas at Austin. Naaima specializes in helping clients center equity in their strategic planning and evaluation by applying principles of antiracism, human-centered design and restorative practice. Naaima served as an advisor to St. Olaf College’s Lutheran Center for Faith, Community and Values and serves on the board of the Minnesota Evaluation Association.
She facilitates restorative justice circles to help divert community members from the court system.
- Former Executive Director, Peter Kiewit Foundation: $450m place-based private funder.
- Former McKinsey consultant, built and led FSG’s San Francisco office and education practice.
- Six years of on-the-ground education experience as a teacher in the South Bronx and a nonprofit director in Harlem.
Jeff Kutash started his career as a Teach For America corps member, teaching math at a public bilingual middle school in New York City. His students were all recent immigrants, and while he was teaching them math, they were teaching him the importance of hard work to overcome adversity and achieve big dreams. He left the classroom to revive the Harlem Educational Activities Fund, a dormant nonprofit serving youth in Harlem and Washington Heights. Jeff grew a small mentoring program into a college success pipeline that helped hundreds of youth finish high school, go to college, and get a degree. One of his proudest moments was when an early participant in his program finished college and became a teacher in the neighborhood she grew up in.
Between creating college prep programs and visiting students in their homes to help with college applications, Jeff married his college sweetheart, Jessica. Together, they went off to Harvard Business School — Jessica to advance her career in marketing, and Jeff to pick up a business skill set he thought was needed in the social sector. After getting his MBA, Jeff joined McKinsey & Company where he worked with financial services, tech, manufacturing, and retail clients. Helping Fortune 500 companies with their most critical business issues honed Jeff’s problem solving, communication, and client service skills, which he took with him to join The Bridgespan Group, a nonprofit consulting firm that helps funders and nonprofits create social impact.
In 2005, Jeff was recruited by The Seed Foundation to help open public college preparatory boarding schools in California. Jeff secured major pledges from donors, gained school district approvals, built broad community support, and ran legislation to fund the schools. And while the California budget crisis at the time put the project on hold, the groundwork was laid for The SEED School of Los Angeles, which will open its doors in 2022.
Jeff then joined Foundation Strategy Group (FSG), a nonprofit consulting firm focused on effective philanthropy and social impact. It was the perfect opportunity to combine his background in consulting with his entrepreneurial mindset. For the next seven years, Jeff led FSG’s San Francisco office, growing the team from two to over 30 professionals. He launched and built FSG’s national education practice, overseeing scores of consulting engagements with leading corporations, foundations, nonprofits, school districts, and government agencies. A few projects he is particularly proud of include helping reestablish New Orleans’ education system after hurricane Katrina and leading a statewide effort to reform New York’s juvenile justice system.
In 2013, Jeff and his family moved to Omaha, Nebraska where he became the CEO of the Peter Kiewit Foundation, a place-based private funder. Jeff crafted the foundation’s first strategic plan focused on education-to-career pathways, economic opportunity, and thriving and inclusive communities; transformed the foundation’s approach to grantmaking and evaluation; and retooled all operational functions. Jeff was responsible for $25-30M in annual grantmaking and led the foundation’s programmatic initiatives, community engagement, and operations. In that role, Jeff helped catalyze a $300M riverfront redevelopment, launch a regional transportation plan, and develop a statewide initiative on college success. After seven years at the foundation, Jeff left to found Boldly Go Philanthropy.
Jeff holds an MBA from Harvard Business School and a BA in Political Science from the University of Pennsylvania. He has served on the boards of the Greater Omaha Chamber, College Possible, National Center for Montessori in the Public Sector, and Great California Public Schools.
Jeff speaks around the country and writes on topics of effective philanthropy, corporate social responsibility, urban core and rural community development, effecting social change, and education. He is author of multiple papers and case studies including “Structuring Post-Secondary Scholarships to Increase Student Success,” “The School Turnaround Field Guide,” and “Practices From the Portfolio: Case Studies on Effective Education Practices.”
Jeff and Jessica are the proud parents of three awesome kids – Gabriel, Theara, and Holden. As a family, they love to travel, mountain bike, snowboard, and hike. In those rare moments when he is not working or coaching his kids’ sports teams, Jeff can be found curled up on a couch with a great book.
Jarred Myers is an independent consultant specializing in Philanthropy and Impact Investing. Jarred was formerly the head of the Innovation Portfolio for the Dell Family Foundation in their Africa office. Jarred designed, built, deployed and managed both the education and workforce programs. Prior to joining the foundation, Jarred worked as a consultant and project manager for more than 10 years at various organizations in South Africa, both in the nonprofit sector at Afrika Tikkun and in the corporate sector in various capacities.
Jarred was a founding partner at the Arc Impact Foundation where he helped launch their technology focused impact venture capital fund and he continues to serve on their investment committee. Jarred consults globally to foundations, family offices, and nonprofits on strategy, innovation, and impact management – he holds an MBA from Duke University in North Carolina. Jarred has several hobbies which he plans to resume after his five daughters have left for college.
Sarah lives by the motto “leave a place better than you found it.” Most recently, she was a Business Development Lead at the environmental engagement SaaS company, Temboo. She developed the go-to-market strategy for a new product and designed environmental data collection systems for community-based, government and private organizations. At Walmart eCommerce, Sarah created a new model for identity-based employee resource groups that was replicated across several US offices. Previously, Sarah was the Business Development Lead at Saathi, an Indian biodegradable sanitary pad brand. She led the brand’s product launch and managed a NGO partnership to donate 25K pads to rural women and girls. Prior to Saathi, Sarah was a Fulbright English Teaching Assistant to Bahrain where she taught research skills and English language courses. She graduated with her MMSc in Global Affairs at Tsinghua University in summer 2021, and has a BS in Mechanical Engineering from MIT.
- Former Executive Director, Walton Family Foundation: over $600 million in grantmaking per year.
- Built and led Foundation Strategy Group (FSG) for 14 years: advisor to philanthropists around the world.
- Ten years of global development experience in Africa: on-the-ground training for impact.
Kyle Peterson joined the Peace Corps right out of college and fell in love twice – first with his wife, a fellow volunteer, and the second time with the adventure of making a difference. While in Sierra Leone with the Peace Corps, Kyle helped farmers plant over 100,000 oil palm trees, witnessed a rich culture and heritage, experienced unjust inequities, and was inspired by everyday heroes.
The experience sparked an interest in Africa, international development, and solving big problems through business-like approaches. After getting business and public policy master degrees at the University of Texas, Kyle joined Population Services International (PSI), a non-governmental organization pushing the boundaries on social marketing, a new approach to social change at the time. Kyle went to Rwanda, six months after the end of the country’s genocide, as country director to restart PSI’s program shut-down during the war. He established a family planning and HIV/AIDS prevention program. Two years later, he started PSI’s social marketing program in Zimbabwe, the epicenter for HIV in Southern Africa in the mid-1990s. Kyle launched a number of novel health programs through the private sector — including a network of HIV counseling and testing sites and insecticide treated mosquito bed nets — that averted thousands of cases of HIV/AIDS and malaria.
Interested in private sector approaches, he signed on with Monitor Consulting to learn the strategy-making ropes, moving from Zimbabwe to Boston. He was soon in Wichita managing a competitiveness study for the firm’s founder, Harvard Business Professor, Michael Porter. He went back to Rwanda and started a multi-year project advising President Kagame and the Cabinet on the country’s economic strategy.
In 2001, Michael Porter and Mark Kramer had just started a new type of consulting organization — Foundation Strategy Group (FSG) — to help philanthropists be more effective. Kyle helped to launch and lead FSG over the next 14 years. While at FSG, Kyle built the global development and health practice areas and led over 150 consulting engagements for foundations, companies, and nonprofits. He also served on FSG’s board of directors and helped with big idea pieces, such as “Catalytic Philanthropy,” “Collective Impact,” and “Shared Value.”
The Walton family was searching for a new leader of their family philanthropy and Kyle signed on as the head of the 30 year-old Walton Family Foundation, based in Bentonville, Arkansas, in 2016. In the role, he oversaw the transformation of one of the nation’s largest family foundations to support $600 million in annual grant making, across education, environment, and economic development program areas. He also supported the philanthropic projects of all Walton family members, which included establishing new charitable vehicles. He helped to create a think tank serving the Heartland and was the founding board chair for two groundbreaking charter school facility revolving loan funds. He strengthened the profile of the organization with a new mission and vision and values; led a diversity, equity, and inclusion assessment and organizational change effort; and built new collaborative relationships with other funders.
Kyle has a BA in international studies from the American University, an MBA from the McCombs School of Business (University of Texas), and an MPA from the LBJ School of Public Affairs (University of Texas). He has served on several boards during the last decade, including Foundation Strategy Group, Crystal Bridges Museum of American Art, and the Global Health Council. He is a lifetime member of the Council on Foreign Relations.
Kyle is a frequent speaker on family and institutional philanthropy, corporate social engagement, and international development. He is author of several field reports including “Ahead of the Curve: Insights for the International NGO of the Future” and “Competing by Saving Lives: How Pharmaceutical and Medical Device Companies Create Shared Value in Global Health” and articles such as “Lobbying for Good” featured in the Stanford Social Innovation Review. He contributed the chapter “Social Enterprise and Innovation in Emerging Markets” with Leslie Crutchfield in the 2016 book, Innovation in Emerging Markets.
When not working, Kyle loves to travel, hike, and mountain bike with his wife, Maury, and teenage son, Finn.
Mohamed Ahmed Ramy
Jean Sano Santana
Jean Sano-Santana was born and raised in the Dominican Republic. He has over five years of experience working for nonprofits and international organizations to advocate for the rights of marginalized communities in his home country.
Jean dedicated his early career to advancing the sexual and reproductive rights of Latin American and Caribbean young people. As a former member of the Youth Advisory Panel of the United Nations Population Fund (UNFPA) and the Pan-American Health Organization (PAHO), Jean worked in the design of youth-friendly programs and policies such as the Youth National Plan of the Dominican Republic and the Caribbean Adolescent and Youth Health Road Map.
Before joining Boldly Go, Jean was the Technical Assistant of Inclusion and Human Rights at the United Nations Development Programme (UNDP) Dominican Republic. At the peak of the COVID-19 pandemic, he planned, implemented, monitored, and evaluated the UNDP emergency response for marginalized groups such as LGBTQIA+ persons, sex workers, and people living with HIV. Additionally, he supported grant recipients and drafted policy documents to advise the Dominican government on mainstreaming human rights in the national emergency programming.
Jean is a Fulbright fellow and Master of Public Affairs graduate from the LBJ School, the University of Texas at Austin. He also obtained a certificate in Nonprofit Management and Data Science for Policy Analysis. Jean is interested in mainstreaming human rights in social programs and using data science to inform social policy interventions.
In his free time, Jean enjoys traveling, writing poetry, and growing orchids.
Rachel Gordon Vivas
Rachel Gordon Vivas
Rachel has over 10 years of experience providing both strategy and management consulting services to non-profits, foundations and public sector entities. In a variety of cross-sector roles, she has developed a toolkit of best practices and data-driven techniques to closely collaborate with partner organizations and drive social impact.
Rachel began her career advising academic institutions on how to increase operational efficiencies, reduce costs and mitigate risk through data analysis, business process redesign and stakeholder interviews. She then transitioned to providing project management support to local governments, including planning, executing and implementing long-term initiatives, as well as advising on performance improvement strategies to enhance their daily operations. More recently, Rachel works with social change organizations to develop high-impact strategies and operational approaches centered on racial equity.
Outside of consulting, Rachel has managed research and evaluation projects to support data-driven decision-making regarding resource allocation and real estate investment in support of community development activities. She has led focus groups with community members and conducted demographic analyses to assess education, health and housing needs and develop models to measure long-term outcomes in their areas. She also served as a Mayoral Fellow focusing on government efficiency, policy analysis and enhancements to city-wide initiatives related to economic development, education, public safety and sustainability for the City of Chicago.
Rachel earned her BA from the University of Michigan in Organizational Studies and Political Science as well as her MPP from the Harris School of Public Policy at the University of Chicago. She also currently serves as an Associate Board Member for City Year Detroit and a mentor to its corps members.
Meet our advisors whose networks, knowledge, and expertise help us raise our game.
Julie Fisher Cummings
Trustee, Max M. & Marjorie S. Fisher Foundation
Julie Fisher Cummings MSSW (Columbia University, School of Social Work) presently serves as the Chair of the Board for the Community Foundation for Palm Beach and Martin Counties.
Ms. Cummings advocates for responsible policies on health, education, and philanthropy on behalf of underserved and marginalized children and families
She is the co-founder and Chair of Lovelight Foundation, which focuses on domestic child sex trafficking, undeserved women and girls and early childhood education and care. She served as the Executive Producer of I am Jane Doe, an award-winning documentary about domestic child sex trafficking, highlighting the legal battle against Backpage.com which ultimately led to its discontinuation and seizure by the FBI.
She has forged effective public-private partnerships and new funding networks in Florida and across the U.S. She is a co-founder of the Florida Women’s Funding Alliance, which has commissioned two research reports to drive policy change and enhance the quality of life for women and girls in the state of Florida: The Status of Women in Florida by County and The Status of Girls in Florida by County. Through the Max M. and Marjorie Fisher Foundation (Vice Chair), she was the founding sponsor of the Southeastern Michigan Early Childhood Funders Collaborative.
Bridging academia, public service, and policy reform, she has dedicated over 40 years to civic leadership locally and nationally through her positions at: Corporation for National and Community Service (Presidential appointee), Mailman School of Public Health at Columbia University (Board), and Children’s Hospital of Michigan (Board). In both Florida and Michigan she has held board and leadership positions with the United Way and with local Community Foundations (Southeastern Michigan and Palm Beach and Martin Counties), Council of Michigan Foundations (Board Chair), Women Moving Millions (Founding Steering Committee), Ms. Foundation (Advisory Committee), Jewish Teen Funders Network (Founding Trustee), the Jewish Women’s Foundations in Florida and Michigan (Founding member), and Council for Strong America, and The Lord’s Place.
She is developing a graduate level course in Child Policy for Columbia University, Graduate School of Social Work. Previously, she served as an adjunct visiting professor at the University of Miami, Department of Public Health Sciences, Miller School of Medicine.
She has been honored by organizations such as Cranbrook Schools (Distinguished Alumnae), Palm Beach Atlantic University (Woman of Distinction), Alternatives for Girls (Role Model of the Year), Anti-Defamation League (Woman of Achievement), Women’s Funding Network (Leadership, Equity and Diversity Award) and Community Foundation for Palm Beach and Martin County (Founders Award), Ryan Licht Sang Foundation (Shining Star Award), Families First of Palm Beach County (Harriet Goldstein Award).
Executive Director, Georgetown University’s Business for Impact Initiative
Leslie is an author, educator, social change expert and Executive Director of Business for Impact at Georgetown University’s McDonough School of Business. Business for Impact’s core value is that companies can be a powerful force for good in the world, and the center delivers world-class education, student experience, and cross-sector collaborations for people, planet and profit.
Leslie’s latest book is How Change Happens: Why Some Movements Succeed While Others Don’t, noted in The New York Review of Books as a blueprint for groups inspired to take action on today’s major causes. Leslie also co-authored the bestselling Forces for Good: The Six Practices of High-Impact Nonprofits – recognized by The Economist on its Best Books of the Year list – and Do More than Give. She teaches corporate social responsibility in Georgetown’s MBA program and nonprofit leadership on LinkedIn Learning.
Leslie previously was managing director at Ashoka, the global venture fund for social entrepreneurs, and co-founded a national nonprofit social enterprise in her 20s. Leslie has contributed to Fortune, Forbes, The Chronicle of Philanthropy, and Stanford Social Innovation Review, and has appeared on programs such as ABC, FOX, NPR and PBS. She has volunteered on SEED Foundation and Kiva’s boards and with Crossroads Africa. She holds an MBA and BA from Harvard, and resides in the Washington, D.C. region.
President, Quantum Foundation
Eric Kelly has a Bachelor of Science degree in Communications from Florida State University and a Master of Organizational Management from Florida Atlantic University.
He is the President of Quantum Foundation—a West Palm Beach-based health corporation that manages a $180 million investment portfolio. As President, Eric is responsible for formulating strategy to deploy a multi-million dollar grant portfolio of funds, annually to qualified organizations in Palm Beach County to improve community and health outcomes. He is a corporate officer of the foundation and manages the governing affairs of the corporation with the Board of Directors; and oversees all administrative duties. Eric works across the private, not-for-profit, and public sectors to ensure community improvement initiatives are sustainable and offer systemic solutions. Eric often challenges the historical philanthropic assumption of “doing charity” in an effort to create effective drivers for equitable change.
Eric is a past executive committee member of Florida Philanthropic Network, a statewide association of private, corporate, and family foundations, community foundations and public charities who hold $6.5 billion in assets and collectively invest over $430 million annually to communities around the state of Florida. He is also a past executive committee member of Philanthropy Southeast, a regional association of 340 grant-making foundations that represent 11 states in the American South and the U.S. Virgin Islands. He also serves on the Board of the Economic Council of Palm Beach County, a non-partisan business organization that supports collaboration between the public and private sectors in the County as well as a director on the Business Development Board of Palm Beach County.
Eric Kelly lives in West Palm Beach with his wife, Kirra. They have four children: Madison, Mason, Miles, Malachi and two family dogs, Meadow and Madden.
Senior Advisor, Warburg Pincus
David B. Krieger is based in Houston, joined Warburg Pincus in 2000 and, as a senior partner of the firm, primarily focused on energy investments. In 2020, Mr. Krieger transitioned into a Senior Advisor role with Warburg Pincus. Previously, he worked at McKinsey & Company in Atlanta and throughout Europe. Mr. Krieger is a director of several energy and energy technology companies.
He also serves as a Trustee of the Kaufman Center for the Performing Arts, the Houston Symphony, and the University Of Texas Health System. Mr. Krieger received a B.S. in economics summa cum laude from the Wharton School of the University of Pennsylvania, an M.S. with high honors from the Georgia Institute of Technology and an M.B.A. with distinction from Harvard Business School.
Chair, Cynthia and George MItchell Foundation
Katherine Lorenz is Chair of the Board of the Cynthia and George Mitchell Foundation (www.cgmf.org), a grantmaking foundation focusing on environmental sustainability in Texas, and Senior Advisor at the National Center for Family Philanthropy (www.ncfp.org). She is the Leader of the Next Gen of the Giving Pledge, and Forbes named Ms. Lorenz “Ones to Watch,” an up-and-coming face in philanthropy in 2012. Previously, she served as Deputy Director for the Institute for Philanthropy (www.instituteforphilanthropy.org), whose mission is to increase effective philanthropy in the UK and internationally.
Prior to that, Ms. Lorenz lived in Oaxaca, Mexico for nearly six years where she co-founded Puente a la Salud Comunitaria (www.puentemexico.org), a non-profit organization working to advance food sovereignty in rural Oaxaca through the integration of amaranth into the diet. She continues to be involved with Puente’s work as an active board member. Before founding Puente, she spent two summers living in rural villages in Latin America with the volunteer program Amigos de las Américas and later served on their Program Committee and as a trustee of the Foundation for Amigos de las Americas.
Additionally, she currently serves on the Boards of Directors of the Environmental Defense Fund, The Philanthropy Workshop (Vice-Chair), and the Endowment for Regional Sustainability Science, and formerly was a Fellow and later Board Chair at the National Center for Family Philanthropy, a Board Member of Exponent Philanthropy, Resource Generation, the Amaranth Institute, and a member of the National Academies’ Roundtable of Science and Technology for Sustainability. Ms. Lorenz is a member of the Global Philanthropists Circle of the Synergos Institute and serves on the Leadership Council of the Greater Houston Community Foundation and the national advisory committee of USC’s Irene Hirano Inouye Philanthropic Leadership Fund. Ms. Lorenz holds a B.A. in Economics and Spanish from Davidson College.
Senior Counsel, Philanthropy and Impact Investments at Builders Vision
Lisa Montez is the general counsel at the Walton Family Foundation. In this role, Lisa guides the foundation’s use of philanthropic tools to maximize social impact and provide advice on a wide range of legal matters, including compliance with the laws and regulations applicable to private foundations, formulation of governance and compliance policies, advising program staff with respect to grantmaking, and other general corporate and transactional matters.
Prior to joining the foundation, Lisa spent 10 years at the John D. and Catherine T. MacArthur Foundation, most recently serving as its deputy general counsel and assistant secretary. In that role, she assisted the general counsel and secretary in providing advice and counsel on compliance with nonprofit tax laws and regulations, corporate and board governance matters, and grants and impact investments in nonprofit and for-profit U.S. and non-U.S. organizations. Lisa also coordinated the foundation’s pro bono counsel network.
In addition to her experience at MacArthur, Lisa has spent time at the McCormick Foundation and the Chicago office of Chapman and Cutler, where she practiced public finance law focused on bond financing and securitization of tax-exempt status.
Lisa is a graduate of Rice University and the University of Texas School of Law.
Former Executive Director, Hyams Foundation
Jocelyn Sargent is a political scientist and institutional change agent with over two decades of experience advancing democracy and social justice agendas.
A co-founder of the Center for Social Inclusion, now a component of Race Forward, she has spent the bulk of her career devoted to social equity, civil society, leadership development, and promoting social justice through the empowerment of marginalized communities. While at the Open Society Foundation and then later at the W.K. Kellogg Foundation, she designed philanthropic and government programs to advance economic and social equity. Most recently, Ms. Sargent, the former Executive Director of the Hyams Foundation, was recognized for her outstanding sectoral leadership on issues of racial equity and social justice in 2017 by the Boston Business Journal and in 2018 by the Boston Magazine.
As a researcher, Ms. Sargent has developed and directed large-scale impact evaluations of major philanthropic programs of the Ford Foundation, Charles Stewart Mott Foundation, and Rockefeller Foundation, as well as various local community foundations. She has designed research strategies that informed the philanthropic sector’s support for strengthening community organizing and grassroots advocacy for social justice. By virtue of her humble extended family roots in the US South, Ms. Sargent possesses a deep personal passion for a fair and just society. She has taught university courses, written reports, and presented conference papers pertaining to racial and economic justice; health inequities; social networks; and public policy targeting low-income populations and communities of color.
President, The Institute for Citizens & Scholars
Raj Vinnakota is president of The Institute for Citizens & Scholars. The Institute prepares leaders and engages networks of people and organizations to meet urgent education challenges. The overarching goal is to shape an informed, productively engaged, and hopeful citizenry.
Raj is former executive vice president at the Aspen Institute where he launched the Youth & Engagement Programs division to work directly with young people ages 14 to 24 in urban and rural communities nationwide. Prior to joining the Aspen Institute, Raj was the co-founder and CEO of The SEED Foundation, a non-profit managing the nation’s first network of public, college-preparatory boarding schools for underserved children. For his work at The SEED Foundation, Raj and his business partner Eric Adler have been named Washingtonian of the Year by Washingtonian magazine, are recipients of the Manhattan Institute’s Social Entrepreneurship Award, and are recipients of Oprah Winfrey’s “Use Your Life” Award.
Raj attended Princeton University, from which he received a degree in Molecular Biology, as well as certificate of studies from the Woodrow Wilson School of Public Policy. Raj’s first job after college was as a management consultant with Mercer Management Consulting. Raj is a board director for a public company, Colfax Corporation (NYSE: CFX). He is a former trustee and executive committee member for Princeton University. In 2009, he received the Woodrow Wilson Award, the highest honor that Princeton bestows on an undergraduate alumnus.
Raj is an Echoing Green fellow and an Ashoka fellow. He is married and has one daughter and one cat. He loves basketball, working out and learning from his daughter.
Trustee, Philanthropic Leader, Author
Jeff Walker is Chairman of New Profit, a social change investment fund and is Vice Chair in the WHO/CHAP Venture focused on front line health. He also currently serves on the boards of the African Philanthropy Forum, Just Capital, UVA Center for Contemplative Sciences (where he is chair), Giving Tuesday, the Aspen Management Partnership for Health and the University of Virginia’s Undergraduate Business School, where he was President for ten years. He is a partner in Bridge Builders investment fund for Mindful Wellness. Jeff was on the board of the University of Virginia, Chairman of The Council of Foundations at University of Virginia (UVA), served on the Berklee College of Music Board, the Harvard Business School Dean’s Board of Advisors and was on the Visiting Committee and is on the Advisory Boards of MIT Media Lab and the Harvard School of Public Health. He has been on numerous other for-profit and non-profit boards.
Previously, Jeff was Executive-in-Residence at Harvard Business School, focusing on social enterprises and collaboration, and a Lecturer at the Kennedy School. At Harvard, he helped to develop a course in exponential fundraising for nonprofits. He served as the Chairman of Millennium Promise, partnering with the United Nations and Columbia University, an incubator to eliminate extreme poverty, and was the Chairman of the Thomas Jefferson Foundation (Monticello), where he is as an Emeritus Trustee. Jeff Co-Founded and was Chairman of Npower, an organization that provides shared technology services to nonprofits.
Jeff co-authored the book, “The Generosity Network”, about new approaches to gather resources to address causes each of us are passionate about. He also received the John C. Whitehead Award for Social Enterprise from the Harvard Business School Club of New York City. He is currently teaching, researching and writing on the issue of systems entrepreneurship and systems change.
For twenty five years Jeff was CEO and Co-Founder of CCMP Capital, the $12 billion successor to JPMorgan Partners, JPMorgan Chase & Co’s global private equity, Vice Chairman of JPMorgan Chase & Co. and Chairman of the JPMorgan Chase Foundation. He has an M.B.A. from Harvard Business School and a B.S. from the University of Virginia, is a Certified Management Accountant and a Certified Public Accountant. He received the John Whitehead award for philanthropy from the NYC HBS Club.
Executive Director, The Burke Foundation
As Executive Director, Atiya leads the Burke Foundation’s efforts to invest in the most promising and transformative programs and policies that foster the health, well-being, and resilience of children and families in New Jersey. She oversees the development and execution of its strategies to pursue targeted initiatives and partnerships focused on healthy pregnancies and births, healthy parent-child relationships, and high-quality early learning and care.
Before joining the Burke Foundation, Atiya was Executive Director at JP Morgan’s Philanthropy Center advising charitable trusts and family foundations on strategy, impact, and legacy for five years. At JP Morgan, she supported the development and launch of the Global Health Investment Fund, a $100 million social impact fund to advance the development of new drugs, vaccines and diagnostics, in partnership with the Gates Foundation. From 2001-2011, she led the Pfizer Foundation’s global health portfolio and spearheaded flagship programs, including Pfizer Global Health Fellows and Mobilize Against Malaria.
Atiya is interested in breaking silos and building coalitions, centered around community voices, to make systems change and build a cycle of opportunity across generations. She is passionate about collaborating with leaders across sectors to tackle the social problems facing underserved children and their families, and firmly believes that effective partnerships can unlock the potential of communities and create meaningful, lasting change.
Atiya graduated with degrees in biology and public policy from Brown University and has a Masters in Public Health in epidemiology from Columbia University. She serves as trustee with the Council of New Jersey Grantmakers. She lives in Princeton with her husband and two sons.
Executive Director, Cambridge Judge Business School Centre for Strategic Philanthropy
Clare Woodcraft has over 25 years of experience working in the field of socio-economic development and philanthropy in emerging markets.
She is the former CEO of Emirates Foundation, the national foundation of the UAE, where she led the organization’s transition from traditional grant-making to the model of Venture Philanthropy. During her time as CEO, she was elected as the Chair of the Arab Foundations Forum, a regional network of foundations where she helped to promote the model of strategic philanthropy.
Earlier she served as the Deputy Director of Shell Foundation, a leader in the philanthropic sector whose business model entails building scalable social enterprises to address global development challenges, otherwise known as enterprise-based philanthropy. Prior to this she was the Regional Director of Communications for Royal Dutch Shell in the Middle East and North Africa overseeing the company’s social investment and its transition into a more strategic focused portfolio in 14 countries. Earlier, Woodcraft headed Visa International’s public affairs arm in emerging markets working closely with governments in over 90 markets, to deploy social investment for public good with a focus on financial systems and electronic payments. Previously she worked as the Finance Editor of Middle East Economic Survey, a specialized energy journal reporting on socio-economic development related to oil economies.
She writes and speaks extensively on the paradigm shift in the philanthropic sector and is a vocal champion of Venture Philanthropy. Woodcraft is a fluent Arabic and French speaker with a BA in Modern Languages and a MSc in Development from LSE.
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