Curriculum

Center for Responsible Business

First-Person

David C. Distad

David C. Distad, Ph.D., CFA

Investment Advisory Committee
Investments manager, Sunbelt Enterprises

David is the investments manager of Sunbelt Enterprises where his primary role is managing the portfolio of the CEO. Dr. Distad has been affiliated with the Haas School of Business in a part time or full time status as a continuing lecturer in finance since 1981.

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Nadja Guenster

Nadja Guenster

Professor, University of M√ľnster

Nadja Guenster is Professor of International Financial Management at the Muenster School of Business and Economics, University of Muenster, Germany, and a visiting faculty fellow at the Haas School of Business, University of California, Berkeley. At Haas, Nadja is faculty advisor of the Haas Socially Responsible Investment Fund and faculty co-chair of the Moskowitz Prize Committee

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Lawrence R. Johnson

Lawrence R. Johnson

Investment Advisory Committee
Board of Trustees, U.C. Berkeley Foundation

Lawrence retired in 2007 from Milliman, a worldwide employee benefits consulting and actuarial firm based in Seattle, WA. He was the Founder and CEO of Lawrence Johnson & Associates, a national retirement plan recordkeeping firm, and InvestorLogic, LLC, a Registered Investment Advisory firm.

Lloyd Kurtz

Lloyd Kurtz

Investment Advisory Committee
Chief Investment Officer, Nelson Capital Management

Lloyd has been affiliated with the Berkeley-Haas Center for Responsible Business since 2005, where he oversees the Center's annual Moskowitz Prize for the best quantitative study of social investing, acts as faculty advisor to the Haas Socially Responsible Investment Fund, and serves on the editorial board of FSinsight (fsinsight.org).

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Jo Mackness

Jo Mackness

Investment Advisory Committee
Chief Strategy & Operating Officer, UC Berkeley Haas School of Business

Before assuming her position in 2014, Jo played an integral role helping Haas achieve its mission through executing on key initiatives such as the creation of Haas' Center for Teaching Excellence, developing Haas' Diversity Equity & Inclusion strategy and supporting the launch of a new Institute for Business and Social Impact. Jo has also taught in three Haas degree programs.

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Kellie A. McElhaney, Ph.D.

Kellie A. McElhaney, Ph.D.

Investment Advisory Committee
Adjunct Professor, UC Berkeley Haas School of Business

Kellie founded the Center for Responsible Business, which solidified corporate responsibility as one of the core competencies and competitive advantages of Berkeley-Haas. She is now building an initiative around the economic and business value of investing in women within the Institute for Business and Social Impact.

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Charles F. Michaels, CFA

Charles F. Michaels, CFA

Investment Advisory Committee
Founder, Managing Partner, and Portfolio Manager, Sierra Global Management

Charles was born in Europe and has spent much of his personal and professional life there, including six years with Goldman Sachs & Co. in London and Zurich. Mr. Michaels served as a vice president during his nine years with Goldman, as well as a founding member of Goldman's European equities business.

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Michael Pearce

Michael Pearce

Investment Advisory Committee
Investment Consultant, Cambridge Associates

Michael advises a number of universities, foundations, other nonprofit institutions and private clients on investment issues such as asset allocation strategy, manager selection, and investment program evaluation.

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Nick Shea

Nick Shea

Investment Advisory Committee
Investment Director, Cambridge Associates

Prior to joining Cambridge Associates in 2014, he was a Summer Associate at J.P. Morgan Private Bank, where he contributed to the bank's business development efforts, while honing on his understanding of multi-asset class portfolio construction.

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Nick Shea

Wendy Walker

Investment Advisory Committee
Investment Consultant, Cambridge Associates

Prior to joining Cambridge Associates in 2014, he was a Summer Associate at J.P. Morgan Private Bank, where he contributed to the bank's business development efforts, while honing on his understanding of multi-asset class portfolio construction.

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