Julie Fox Gorte, Ph.D is the Senior Vice President for Sustainable Investing at Pax World Management LLC. She oversees environmental, social, and governance-related research on prospective and current investments as well as Pax’s shareholder advocacy and work on public policy advocacy.

Dr. Gorte serves on the boards of Ceres, the Center for a New American Dream, the Endangered Species Coalition, and the Pinchot Institute. She serves as the co-chair of the Asset Management Working Group of the United Nations Environment Programme Finance Initiatives, and is on the steering committee for UNEP’s workstream on biodiversity. Gorte served as a member of the Adaptation and Response Working Group of the Maryland Climate Commission.

Prior to joining Pax, Gorte served as Vice President and Chief Social Investment Strategist at Calvert. Her experience before she joined the investment world in 1999 includes nearly 14 years as Senior Associate and Project Director at the Congressional Office of Technology Assessment, Vice President for Economic and Environmental Research at The Wilderness Society, Program Manager for Technology Programs in the Environmental Protection Agency’s policy office, and Senior Associate at the Northeast-Midwest Institute. Dr. Gorte received her Bachelor of Science in Forest Management at Northern Arizona University, and a Master of Science and Ph.D from Michigan State in resource economics.

Mark Bateman recently founded a consultancy called Segue Point focused on leveraging social, environmental, and governance concepts for new investment assets and into new products and services.  Bateman also serves as a senior advisor for IW Financial (IWF), a leading provider of value-added environmental, social, and governance (ESG) research.  He founded the research department at IWF and served as its Director for six years.

Earlier in his career, Bateman spent eleven years at the Investor Responsibility Research Center (IRRC) in Washington, DC in a range of positions, including Vice President of Research and Operations.  He also served on the original Steering Committee of the Global Reporting Initiative helping to develop the current standard sustainability reporting framework for companies.  

Before joining the responsible investing industry, Bateman served on the legislative staff of Senator Mark O. Hatfield from Oregon.

Bateman holds a BA from The Johns Hopkins University and an MA from George Washington University.

Bob Massie received his A.B. in history from Princeton, his masters in social ethics from Yale, and his doctorate in corporate strategy from Harvard Business School. He is the author of the definitive history, Loosing the Bonds: The United States and South Africa in the Apartheid Years. In 1994 he served as the Democratic nominee for Lt. Governor of Massachusetts. From 1996 to 2003, Massie was the chief executive of Ceres and served as the co-founder and first chair of the Global Reporting Initiative. In 2002 he organized the first Institutional Investor Summit on Climate Risk at the UN which led to the creation of the Investor Network on Climate Risk. In April 2009 he received the prestigious Bavaria Impact and Innovation Awards for his transformative work on capital markets. He is currently a Visiting Scholar at Harvard Law School and a principal at the new consultancy, The Transition Group. Massie also ran as a Democratic candidate for U.S. Senate in Massachusetts before withdrawing in fall 2011.

Scott Fenn is Director of Research at the Solar Energy Industries Association (SEIA), where he oversees the organization's economic, policy, markets and business research efforts. Previously he served as Executive Associate at the American Sustainable Business Council, which seeks to influence the creation of public policy that acknowledges the large and growing universe of sustainable and socially responsible businesses and social enterprises. He also was Senior Managing Director of Policy at Proxy Governance Inc., a proxy advisory firm, from 2006 through 2009, where he oversaw policy decisions for the firm's environmental, social issue and corporate governance practice.

Fenn worked for 24 years at the Investor Responsibility Research Center (IRRC), a not-for-profit policy research institute in Washington, D.C. He served as Executive Director and President of IRRC from 1996 through 2001. Earlier, he was IRRC's treasurer and CFO and director of the firm's energy and environmental program. IRRC provided impartial research, analysis and voting agent services on a wide range of corporate governance and social responsibility issues to more than 500 leading institutional investors and corporations, its operations eventually became part of MSCI Group. Fenn also served as a consultant to IRRC regarding the formation of a foundation - the IRRC Institute - set up with proceeds from the sale of IRRC.

Fenn has also been a consultant or advisor on energy or environmental issues to a number of organizations, including the U.S. Congress Office of Technology Assessment, the National Renewable Energy Laboratory, the State of New York, the Global Environmental Management Initiative and a number of investing institutions. He is the author of three books and numerous analytic studies on energy, environmental and corporate governance topics. He is a cum laude graduate of Williams College, where he received a degree in economics and was editor-in-chief of the Williams Record, the college newspaper.

Si2’s executive director has analyzed and written about a wide variety of social and environmental issues raised in corporate responsibility controversies since starting her career with the Investor Responsibility Research Center (IRRC) in 1988. She has analyzed institutional proxy voting trends and views on issues for seasonal and annual reports, including the annual series Institutional Votes and Views (the last in this more than 30-year-old series was published in March 2009), and the 2009 “Proxy Season Preview” report for RiskMetrics on U.S. social and environmental proxy issues. Her coverage of these issues has included careful examination of Securities and Exchange Commission developments related to shareholder resolutions. She also developed IRRC’s first database of shareholder resolution data and helped design and maintain subsequent iterations of the database until her departure from RiskMetrics in spring 2009.

In addition to her work on proxy season issues, Welsh managed the monitoring program on corporate implementation of the MacBride principles fair employment code in Northern Ireland from 1992 to 2006, supervising project staff, conducting primary research through surveys and field work, and reporting back on her findings in numerous reports, client seminars and conferences. In 2007, Welsh co-authored the Carbon Disclosure Project’s report on S&P 500 companies, which examined companies’ carbon emissions and policies to address the risks and opportunities posed by climate change. Subsequently, she headed up sustainability research and outreach for the Social Issues Service at RiskMetrics, speaking at conferences and serving on the Global Reporting Initiative’s Electric Utility Sector Working Group, which developed sector-specific sustainability reporting guidelines that were launched in April 2009. She also helped advise Oxford University researchers on an assessment of Northern Ireland’s affirmative action legislation; project findings were presented during 2009 in Belfast at the British Academy in London, and will appear in forthcoming books and academic journal articles. Welsh received her bachelor’s degree in political science, cum laude, with a concentration in science, technology and public policy, from Carleton College, and holds a master’s degree from the Institute for Conflict Analysis and Resolution at George Mason University.