Investor Advisory Group Members

James Andrus

Vice President Sustainability Global Markets
Franklin Templeton

James Andrus has served as the Vice President, Sustainability Global Markets for Franklin Templeton since March 2023. In this role, he is responsible for developing and executing Franklin Templeton’s Global Sustainability Strategy. Mr. Andrus draws on prior experience as the leader of the California Public Employees’ Retirement System Sustainable Investing program and a corporate partner at the global law firm of K&L Gates. James has served as a member of the Financial Accounting Standards Board’s Financial Accounting Standards Advisory Council and currently serves on the Securities and Exchange Commission’s Investor Advisory Committee, the Commodity Futures Trading Commission Market Risk Advisory Committee, and the IFRS Advisory Council. He is the 2022 recipient of the Excellence in Corporate Governance Award from the International Corporate Governance Network (ICGN) and currently serves on the ICGN Board. James graduated from West Point and the University of Texas School of Law.

Alicia R. Damley, CFA, CPA (Canada), CA, MBA 

Investor & Board Member

With over 25 years professional expertise, Ms. Damley’s career includes defining Board strategy, oversight and renewal; leading and implementing risk and assurance best practices; and generating superior investment returns over business cycles, combining this to bring a global, executable, and well-rounded perspective to her roles. Ms. Damley is a CFA Charterholder and holds Chartered Professional Accountant (Canada) and Chartered Accountant designations. Alicia's academic credentials include an Honours Bachelor of Science and a Master of Business Administration from the Rotman School, both from the University of Toronto, Canada.

David Edelson

Managing Director
Bain Capital

David Edelson joined Bain Capital in 2022. He is a Managing Director in the Portfolio Group and a member of the North America Private Equity team. As a CFO and finance specialist, David focuses on helping portfolio companies enhance the effectiveness of their finance functions.

Prior to joining Bain Capital, David was the Chief Financial Officer of Loews Corporation. Earlier in his career, he served as the Corporate Treasurer of JPMorgan Chase. David received an AB magna cum laude in English from Dartmouth College and an MBA from the Stanford Graduate School of Business.

Diana Glassman

Director – Engagement
Federated Hermes 

Diana Glassman covers engagement at Federated Hermes in North America, with a particular focus on the energy and financial services sectors. Diana brings extensive experience in defining strategy, realigning companies and leading change. Prior to joining, she was a strategy consultant advising senior leaders of publicly traded companies, investors, private equity firms and government entities primarily in energy and infrastructure. Diana’s other previous roles include head of environmental affairs for TD Bank Group US, head of Americas for Credit Suisse’s Environmental Business Group and director at PwC. Her thought leadership has focused on ESG financial metrics, responsible oil and gas, the water-energy nexus and employee engagement. Diana is a member of the Society of Petroleum Engineers. Her academic background includes Harvard Business School (MBA), Harvard Kennedy School (MPA, International Development) and Yale (BS, Biology).

Ken Goldman

Mr. Goldman is the former President of Hillspire, a family office management company responsible for financial and administrative functions, along with real estate, aviation, and maritime activities. Goldman is the former chief financial officer of Yahoo. He joined Yahoo in 2012 and throughout his five-year tenure was responsible for Yahoo’s global finance functions, including financial planning and analysis, controllership, tax, treasury, and investor relations. During a professional career spanning over forty years, Mr. Goldman has served as CFO of multiple public and private companies and as CFO has helped take three companies public. Mr. Goldman holds a B.S. in electrical engineering from Cornell University and an MBA from Harvard Business School.

Steven R. Grey

Founder/Chief Investment Officer
Grey Value Management, LLC

Steven Grey is the founder and managing principal of Grey Value Management, LLC, a privately-held investment entity that oversees the Grey Value Opportunity Fund. Prior to launching the Fund, Steven served as the Chief Investment Officer of a private, family-controlled investment entity based in Alexandria, VA. Before that he was Managing Director of Risk at Albright Capital Management (“ACM”), a firm he helped launch with former Secretary of State Madeleine Albright. Prior to ACM, Steven co-managed an event-driven hedge fund based in New York. Steven graduated from Columbia University’s Graduate School of Business (MBA) in 1997, the Tulane University School of Law (JD) in 1995, and the University of Texas at Austin (BA - Honors) in 1990. He studied law in both the US and Japan, has testified as an expert witness in securities litigation, and has served as an investment conference panelist.

Satyam Khanna

President
Khanna Economic Strategies LLC

Satyam Khanna is the President of Khanna Economic Strategies, a financial regulatory and sustainability advisory firm. He most recently served as an architect of the Greenhouse Gas Reduction Fund at the EPA as part of the Inflation Reduction Act. Previously, he was appointed by the SEC Chair as the agency’s first-ever official dedicated to integrating sustainability considerations into the federal securities laws. Earlier, Satyam was Chief of Staff and Counsel to former SEC Commissioner Robert Jackson and a civil servant at the U.S. Treasury Department's Financial Stability Oversight Council. He has served on the SEC’s Investor Advisory Committee and held multiple academic appointments, including at the Stanford Institute for Economic Policy Research and the NYU Law Institute for Corporate Governance & Finance. Satyam began his legal career as an associate at McDermott Will & Emery LLP. He holds a B.A. from Washington University in St. Louis and a J.D. from Columbia Law School.

David L. Knutson, CFA, FRM, CMT

Global Head of Industry Outreach
S&P Global     

David Knutson is Head of Industry Outreach at S&P Global. Previously, he helped establish the U.S. asset management business at Legal & General and led research initiatives covering global financials and emerging markets. Earlier in his career, he was responsible for financials research at Mason Street Advisors and worked at UBS across risk management, debt capital markets, and liability management. David began his career at Bank of America as a credit analyst and later served as research manager for Latin America.

David is a board member of the CFA Society of New York and the Fixed Income Analyst Society (FIASI). He is a founder and former chair of the Credit Roundtable, a former member of the Sustainability Accounting Standards Board’s Standards Advisory Group, and has participated on advisory councils for several rating agencies. He holds the CFA, FRM, and CMT designations and was a Rotary Scholar at Universidad Argentina de la Empresa in Buenos Aires. He earned graduate and undergraduate degrees from the University of Glasgow and Iowa State University.

Jeffrey P. Mahoney, J.D., CPA

General Counsel
Council of Institutional Investors

Jeffrey P. Mahoney joined the Council of Institutional Investors (CII) as general counsel in 2006. His responsibilities include advocating the Council’s membership-approved policies before standard setters, regulators, members of Congress, and other policy makers. Prior to joining the Council, Mr. Mahoney was counsel to the chairman of the Financial Accounting Standards Board (FASB). From 1996-2006, he advised FASB and its parent entity, the Financial Accounting Foundation, on a variety of research, technical and administrative matters, and was primarily responsible for FASB’s Washington, D.C. liaison activities. Prior to joining FASB, Mr. Mahoney was a corporate securities lawyer at Morgan, Lewis & Bockius LLP; a law clerk to the Honorable James G. Exum Jr., chief justice of the North Carolina Supreme Court; and an auditor at Arthur Andersen LLP. Mr. Mahoney holds a J.D. degree, served on the North Carolina Law Review, and was named to the Order of the Coif. He also holds a B.B.A. degree and an A.A. degree.

Amy Copeland McGarrity, CFA

Chief Investment Officer
Colorado Public Employees' Retirement Association

Amy McGarrity is the Chief Investment Officer/Chief Operating Officer of the Public Employees’ Retirement Association of Colorado (Colorado PERA). She is responsible for managing over $65 billion for the pension plan in accordance with the Board of Trustees policies and state statutes. Ms. McGarrity oversees portfolio and risk management for global equities, fixed income, real estate, private equity, and alternatives. She recommends investment policy to the Board of Trustees and contributes to strategic planning. As a member of the organization’s executive group, she also represents Colorado PERA to legislative bodies and other external entities. She has held previous investment positions at Buck Consultants, Prima Capital Holding, William M. Mercer Investment Consulting, and Caxton Corporation. Ms. McGarrity graduated from the University of Wyoming with a Bachelor of Science degree in Finance and earned her MBA at Rider University.

Jason Nagler

Senior Director, Accounting, Financial Reporting, Valuation and Compliance  
Investment Company Institute 

Jason Nagler is Senior Director of Accounting, Financial Reporting, Valuation, and Compliance at the Investment Company Institute (ICI), where he serves as a technical leader on fund accounting, valuation, and regulatory reporting for the U.S. investment management industry. He works closely with asset managers, service providers, and regulators to interpret complex accounting and valuation issues, promote sound governance practices, and advance consistent, investor-focused reporting.

Prior to joining ICI in 2022, Mr. Nagler held senior leadership positions at PIMCO, including Senior Vice President, Head of Fund Financial and Regulatory Reporting and Deputy Treasurer, overseeing financial reporting and fund accounting operations for a wide range of global investment products. His expertise spans valuation methodologies, public and private investment fund structures, and regulatory frameworks, with a proven ability to navigate complex accounting, auditing and compliance landscapes.  

Mr. Nagler holds an M.S./MBA in Business and Accounting from Northeastern University’s D’Amore-McKim School of Business and a B.A. in Economics from Vassar College. 

Paul F. O'Brien, Ph.D.

Wyoming Retirement System Board Member

Paul O’Brien most recently was Deputy Chief Investment Officer at the Abu Dhabi Investment Authority (ADIA), where he helped lead both strategic and tactical asset allocation, portfolio construction, and research, as well as advising ADIA’s Investment Committee. He was also Head of Fixed Income Strategy. Previously, Paul was a global fixed income portfolio manager at Morgan Stanley Investment Management in London and West Conshohocken, PA. Prior to that, he worked as an economist for Morgan Guaranty Trust Company in Paris and in London as Head of Morgan’s European economics team. Paul has a Ph.D. in economics from the University of Minnesota. He attended the US Naval Academy and received his undergraduate degree from the Massachusetts Institute of Technology.

Sandra J. Peters, CPA, CFA

Senior Head, Global Advocacy
CFA Institute

Sandra Peters leads the Financial Reporting Policy Group at CFA Institute where she oversees a team responsible for tracking all corporate disclosure, accounting, auditing, and ESG issues of interest to investors globally. Ms. Peters has an extensive and well-balanced background as a user advocate, preparer, and auditor. Most recently, she served as Vice President and Corporate Controller at MetLife Inc. Prior to joining MetLife, she was a partner at KPMG LLP providing audit services primarily for insurance and financial services companies. She has been a member of the IFRS Interpretation’s Committee (IFRS IC), the FASB’s Financial Accounting Standards Advisory Council and the PCAOB’s Standing Advisory Group. Ms. Peters is a Certified Public Accountant licensed in New York, Texas, and Nebraska. She is a CFA and a member of CFA Society of New York. She holds a B.S./B.A. in accounting from the University of Nebraska and an MBA in finance from Indiana University.

Sanford (Sandy) Rich

Executive Director
New York City Board of Education Retirement System

Sanford “Sandy” Rich is the Executive Director of the NYC Board of Education Retirement System. Previously, Sandy was the Chief of Negotiations and Restructuring of the Pension Benefit Guaranty Corporation. Sandy is an SEC audit committee financial expert having served on both public and private company boards as audit committee chairman. Sandy has served as CFO and CEO of both public and private companies. Sandy’s career includes roles as an analyst, trader, investment banker, and portfolio manager in the non-investment grade debt capital markets. Sandy’s expertise includes bankrupt security investment, credit analysis, angel investing, pension system analysis and management, and corporate governance.

Gina Sanchez

Founder and Chief Executive Officer
Chantico Global

Gina Sanchez is CEO of Chantico Global, a Los Angeles-based global consulting firm that advises global pension, foundation, and family office clients and as CEO of Chantico Technology, an investment risk management machine learning innovation platform. She also serves as a member of the Board of Directors for Cedars Sinai Hospital. She previously served as the Director of Equity and Asset Allocation for Roubini Global Economics and Co-Lead Portfolio Manager for American Century’s Strategic Asset Allocation family of funds, where she was American Century’s youngest ever Portfolio Manager, managing over $6.5 billion in assets under management. Ms. Sanchez holds an A.B. in economics from Harvard and Radcliffe Colleges of Harvard University, and an M.A. in economic policy from Stanford University.

Nemit Shroff, Ph.D.

School of Management Distinguished Professor of Accounting
MIT Sloan School of Management

Nemit Shroff’s primary research interest concerns whether and why accounting disclosures affect the corporate financing and investing policies of public and private companies. His research also examines the reasons why corporate disclosure is regulated across the world and the economic consequences of regulating (or not regulating) disclosure. His research has been published in top accounting and finance journals and has received several awards. In addition, Shroff is an editor at the Journal of Accounting & Economics, one of the leading accounting research journals, and has won multiple awards for his peer-reviewing service. Born in India, Shroff earned his undergraduate degree from the University of Mumbai and his MBA from Amrita School of Business. He then came to the U.S. to pursue his doctoral degree at the University of Michigan.

Jen Sisson

Chief Executive Officer
International Corporate Governance Network

Jen Sisson is the CEO of the International Corporate Governance Network (ICGN). Jen represents ICGN on the Japanese Financial Services Agency’s Council of Experts and on the International Forum of Independent Audit Regulators stakeholder working group. Jen joined ICGN from Goldman Sachs Asset Management, where she was EMEA Head of Stewardship, driving engagement, proxy voting and industry collaboration efforts. In that role, Jen was a member of the Investment Association Company Reporting and Auditing Group and the International Sustainability Standards Board (ISSB) Investor Advisory Committee. In 2022 Jen was also a member of the US Council of Institutional Investors Corporate Governance Advisory Council. Previously, Jen was Deputy Director of Stakeholder Engagement and Corporate Affairs at the UK Financial Reporting Council (FRC). Jen led policy outreach on ESG, audit and reporting matters including the creation of the 2020 UK Stewardship Code and the 2018 UK Corporate Governance Code. She holds a BA in Business, Accounting and Finance from the University of Newcastle and a Masters in Sustainability Leadership from the University of Cambridge.

Gary G. Walsh, CFA, CPA

Principal
Luther King Capital Management

Gary G. Walsh, CFA, CPA, is a Principal of Luther King Capital Management (LKCM). He joined the firm in 1994 and serves as a portfolio manager and the communication services analyst. Prior to joining LKCM, Mr. Walsh worked in corporate finance/mergers and acquisitions and served as an auditor for Arthur Andersen and he worked in corporate finance for Dexter Corporation. Mr. Walsh graduated with a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from Texas Christian University.