Meet the Board.
Theresa Bedeau, Vice President of Community Business Development, Capital One Bank
Mrs. Theresa Bedeau is a vice president of Community Business Development at Capital One Bank, and is responsible for identifying, developing and implementing activities that promote economic development for Capital One Bank’s New York & New Jersey footprint.
Prior to joining Capital One Bank in 2012, Theresa was Director of Programs at the Business Outreach Center Network, a community-based non-profit dedicated to supporting entrepreneurs through small business training, one-on-one counseling and small business financing. In her role she led BOC’s Refugee Microenterprise program, and developed an innovative partnership with a NYC workforce program to recognize self-employment as a viable means of employment. Previously, Theresa was a Program Associate for the Trickle Up program where she managed a national network of small business technical assistance providers dedicated to supporting very-low income entrepreneurs to launch and grow small businesses across the U.S.
Theresa has an undergraduate degree in Sociology from Cornell University; a Master’s degree in Non-Profit Management and International Finance from NYU’s Wagner School of Public Service. She grew up in the South Bronx and currently resides in Brooklyn.
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Abigail Carlton, Managing Director, The Rockefeller Foundation
Abigail is a managing director at the Rockefeller Foundation, where her portfolio focuses on promoting secure livelihoods and creating more inclusive markets in a changing global economy. Prior to joining the Rockefeller Foundation, Abigail was a researcher and project manager at New York University’s Institute for Education and Social Policy. Her previous experience also includes positions in the U.S. Department of Labor’s International Labor Affairs Bureau, the Georgetown Public Policy Institute, and the law firm Cravath, Swaine & Moore, LLP. Abigail received a bachelor’s degree from the School of Industrial and Labor Relations at Cornell University and a master’s degree in Public Policy from Georgetown University.
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Jennifer DaSilva, Founder & Executive Director, Start Small Think Big
Jennifer is an attorney whose professional background has been in community development. Jennifer began her career in the Bronx in the late 1990s as the Director of the East Side House Settlement Youth Leadership Program, working closely with South Bronx families and community groups, and building partnerships between East Side House and private funders, nonprofit and government institutions, and private businesses. After graduating from law school in 2001, Jennifer clerked on the District of Columbia District Court for the Honorable Gladys Kessler, and worked as a Litigation Associate at Debevoise & Plimpton in New York. Jennifer then worked for the Lawyers’ Committee for Civil Rights Under Law, where she helped to coordinate their 2008 west coast Election Protection effort by opening three national hotline call centers in California, building mobile legal field programs in Nevada and Washington, and recruiting and training 1500+ legal volunteers. Prior to founding Start Small Think Big in 2010, Jennifer worked at Angkor Microfinance Kampuchea, a licensed Cambodian Microfinance Institution in Phnom Penh, Cambodia, where she helped to design a new microinsurance product for the Cambodian market. Jennifer holds a BA in Political Science from Yale University, and a JD from Cornell Law School.
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Heather Doherty Guardado, Partner, Northstar Capital Management
Heather Doherty Guardado is a Partner at Northstar Capital Management and is responsible for corporate strategy, operations and business development. Previously, Heather served as a Senior Advisor and Director of Economic Development for Governor Cuomo’s Office of Storm Recovery following Hurricane Sandy. She also served during the Bloomberg Administration at the New York City Department of Consumer Affairs (DCA) where she led consumer financial protection strategies including the city’s financial counseling programs and the professional training and technical assistance initiatives.
She has a diverse background with financial and consulting experience. At American International Group (AIG) she worked with business divisions in over 30 countries. At Shepardson, Stern and Kaminsky (SS+K) she was a consultant in public affairs. While at SS+K her clients included the Bill & Melinda Gates Foundation, the Livestrong Foundation, Fannie Mae Foundation, Blue Cross Blue Shield and Merck. Heather received a B.A. in History and a Master of Public Administration (M.P.A.) in International Economics from Columbia University. She is currently Board Chair for Start Small Think Big, a New York City based nonprofit organization and is a member of the Women’s Presidents Organization Financial Women’s Association.
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Susan Fine, Principal, Turnstyle
Susan Fine, principal of OasesRE and developer of the Turnstyle retail project, has built in New York City from the ground up (and sometimes below grade), coordinating every step of the development process – financing, leasing, developing, construction, and management. Ms. Fine has led the retail component of some of New York City’s most challenging developments. She has just completed the first privately financed project within the Metropolitan Transportation Authority’s subway system, Turnstyle. Well known for her leadership of the MTA’s renovation and restoration of Grand Central, she began her career executing the first retail to open at Battery Park City within the World Financial Center. On behalf of Tishman Speyer, Ms. Fine master planned the renovation of Rockefeller Center’s retail and public spaces. In addition to her retail work, she has developed taken some of New York City’s most complex projects from public review to completion. With Goldman Sachs, she led the effort to build 1,800 units of affordable housing in Southern Queens. Ms. Fine has coordinated development for Brookfield Properties and the disposition of the Starrett portfolio for Blackacre. She also ran development for Fisher Brothers, where she was the executive in charge of the Con Ed properties and secured its public approvals. Most recently, she acquired, designed, and sold a development in Fort Greene, and a condominium project developed within a US Post Office. Susan Fine is an adjunct professor at the University of Pennsylvania and Columbia University and serves on the Board of Symphony Space in Manhattan.
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Joseph Kaufman, Partner, Simpson Thacher & Bartlett LLP
Joe is an attorney at Simpson Thacher & Bartlett LLP, where he is a partner in the firm’s corporate department. Joe advises clients on public and private offerings of debt and equity securities, corporate governance, business combinations and general corporate and securities law matters. Joe joined Simpson Thacher in 1994 and, among other roles, has served on the firm’s pro bono committee since 2010. Joe was recognized by Chambers USA: America’s Leading Lawyers for Business 2015 and, in 2011, was named by The National Law Journal as one of the three “Most Influential Lawyers” in the Finance and Capital Markets category. Joe holds an AB in Economics from Harvard University, a BA (Hons.) in Economics from University of Canterbury (New Zealand), and a JD from University of Chicago Law School.
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Navneet Kaur, Director, Barclays Investment Bank
Navneet is a Director at Barclays Investment Bank responsible for funding decisions for Portfolio Management, Syndicate, Municipal securities and Securitized Products. In addition, she is also responsible for regulatory requirements related to liquidity for the bank’s loan book. Navneet has worked at Barclays for 12 years in various areas focusing on credit structuring and secured financing.
Navneet moved to the US in 2013, after living in London for 12 years. Navneet holds an MBA from London Business School. Prior to LBS, Navneet worked at HSBC and ANZ Bank in Mumbai. Navneet grew up in India and graduated from Delhi University and XLRI, Jamshedpur.
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Alison McKinnell King, Pro Bono Counsel, Arnold & Porter Kaye Scholer LLP
Alison has represented various low-income individuals and tax-exempt organizations on a pro bono basis since joining the firm in 1996. She has been the Co-Chair of Arnold & Porter Kaye Scholer’s Pro Bono Committee since 2002 and is responsible for the development and administration of the firm’s pro bono program worldwide. Under her leadership, the firm has built strong relationships with local and national legal services organizations, has developed experience in several areas of pro bono practice, such as representing transgendered clients on their name changes and working with refugees and victims of human rights abuses, and the firm continues to increase the number of tax-exempt organizations and micro-entrepreneurs that it counsels on contract, corporate, employment, intellectual property and real estate issues. The majority of the firm’s pro bono practice is in the representation of individual low-income clients. The firm’s commitment to pro bono was recognized when it was presented with the 2009 New York State Bar Association President’s Pro Bono Award in the Large Law Firm category.
Alison has won several awards for her pro bono work including the Brooklyn Family Defense Practice 2015 Award, ABA Section of Business Law’s 2008 National Public Service Award, the 2008 Cornerstone Award from Lawyers Alliance for New York, the Sanctuary for Families 2007 Pro Bono Achievement Award, and the MFY Legal Services, Inc. 2005 Scales of Justice Award. She has been named Empire State Counsel by the New York State Bar Association every year since the program began
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Anirudh Kirtane, VP of Applied Research, First Eagle Investment Management
Anirudh Kirtane is VP of Applied Research at First Eagle Investment Management, where he focuses on portfolio analytics, product/market analysis and business strategy. Prior to First Eagle, Anirudh was Head of Fixed Income/Multi-Asset/Alternatives research in Prudential Investments’ Strategic Investment Research Group. Mr. Kirtane led a team that focused on strategy and manager selection in these areas, and was also responsible for developing the quarterly Active Management Review, which summarized investment results across the active management landscape and provided context for evaluating manager performance. Mr. Kirtane was also responsible for product development and manager selection during the launch of Prudential’s Emerging Managers Investment Program in 2013. Anirudh has an undergraduate degree in Economics from Johns Hopkins University and a JD/MBA from George Washington University.
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Erik Knutzen, CIO-Multi-Asset Class Strategies, Neuberger Berman
Erik L. Knutzen, CFA, CAIA and Managing Director, is Co-Head of the Neuberger Berman Quantitative and Multi-Asset Class investment team and Multi-Asset Class Chief Investment Officer. Erik joined in 2014 and is responsible for driving the asset allocation process on a firm-wide level, as well as engaging with clients on strategic partnerships and multi-asset class and quantitative solutions. Previously, Erik was with NEPC, LLC where he served as chief investment officer since 2008. As CIO, he oversaw a group of more than 45 investment professionals, including dedicated research teams focused on Alternative Investments, Traditional Strategies and Asset Allocation for NEPC’s client base with, collectively, more than $800 billion in assets under advisement. He has over 25 years of experience in the financial services industry, including nine years at Putnam Investments. In 2013, he was recognized by aiCIO magazine, ranking atop their 25 most influential investment consultants. Erik holds an MBA from Harvard Business School and a BA from Williams College. He has been awarded the Chartered Financial Analyst designation, as well as the Chartered Alternative Investment Analyst designations. Erik also sits on the Board of the Massachusetts Audubon Society, where he is a member of their Investment Committee.
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Shawn Kodes, Attorney at Weil, Gotshal & Manges LLP
Shawn Kodes is an attorney in the Corporate Department of Weil, Gotshal & Manges LLP as well as a member of the firm’s Financial Regulatory Reform Working Group. Prior to joining the firm in 2011, Mr. Kodes was a Vice President of a financial services company that arranged capital markets financing for global financial institutions. Mr. Kodes was responsible for transaction management and execution, as a well as oversight of the company’s legal matters.
Mr. Kodes has been involved in various community and charitable organizations. He was previously Chair of the Junior Board of Partnership with Children, a non-profit agency that provides social and emotional support to New York City’s most at-risk children through its school-based programs. He has also been involved with the Robin Hood Foundation and the Boys and Girls Club of Central New York.
Mr. Kodes received his B.A., cum laude, from Syracuse University in 2004. He received his J.D., cum laude, from New York Law School in 2007, where he was associate managing editor of the New York Law School Law Review. Mr. Kodes also served as a judicial extern, in his second year, for the Honorable Faith S. Hochberg, United States District Court Judge for the District of New Jersey.
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Laura Kozien, Vice President, Director of Marketing, New York Business Development Corporations
Laura Kozien serves as Vice President. Director of Marketing for the New York Business Development Corporation and its affiliates. In her role, Laura is responsible for driving brand awareness and customer acquisition through digital, branding, communications, and publicity efforts.
Ms. Kozien brings more than 12 years of financial services marketing experience to EGF. Prior to joining EGF, she served as Senior Director of Marketing and Communications at the Accion U.S. Network, a national network of microfinance organizations where she led product development and online acquisition efforts. She also previously served as Communications Director at Accion East, leading integrated marketing efforts to drive fundraising and lending efforts.
Ms. Kozien holds a BA in International Studies from Bentley University in Waltham, MA. She was a 2014 Aspen Institute Emerging Leaders in Microbusiness Fellow and is an executive member of the board of directors for Start Small Think Big, a Bronx, NY-based nonprofit providing pro bono legal and financial management services to underserved small business owners.
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Valerie Malter, Co-Founder, CEO at Matarin Capital Management
Valerie Malter joined Matarin Capital Management as a co-founder and Managing Principal in 2010. Prior to joining Matarin, Valerie created the first Program for Social Impact at The Wharton School. In that capacity, she helped define and implement Wharton’s strategy for global participation across all aspects of social impact. Previously, Valerie held a variety of senior roles within the asset management industry and was most recently lead portfolio manager for the Private Equity Distribution Management (PEDM) team at J.P. Morgan Investment Management. Valerie has 30 years of asset management experience. Valerie holds a BSBA from Boston University, graduating magna cum laude in Finance, received her MBA from the Darden School of Business and holds a CFA Charter. Valerie is also on the Advisory Board of FirstRain Corporation and is a member of Golden Seeds, and Angel Investor network which funds women owned or run businesses. Valerie was a co-founder of Tri-S-Foundation, an organization which provided funding to community based programs aimed at establishing economic self-sufficiency for underprivileged women. Valerie co-authored the book “How to be a Growth Investor,” published by McGraw Hill in 1999.
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Steven J. Slutzky, Partner, Debevoise & Plimpton LLP
Steven Slutzky is a corporate partner and Co-Head of the firm’s Capital Markets Group and a member of the firm’s Private Equity Group. His practice focuses on securities offerings and related transactions, and he regularly represents issuers and underwriters in securities transactions including initial public offerings, high-yield debt offerings, secondary equity offerings, debt offerings, tender offers and consent solicitations and private placements.
Mr. Slutzky was named Dealmaker of the Year by The American Lawyer (2014) for his role in advising Verizon Communications Inc. on its $49 billion bond offering, the largest-ever corporate bond issue. Mr. Slutzky is also ranked as a leading capital markets lawyer in Chambers Global (2016), Chambers USA (2016) and IFLR1000 (2012). He is recognized in The Legal 500 US (2016) and one client praises him as one of the “best lawyers I have ever worked with” (2009). He is the co-author of “Tips For An Efficient Private Equity-Backed IPO” (Law360, 4 August 2014); “Advance Planning For Sponsor-Backed IPOs” (The Review of Securities & Commodities Regulation, 21 May 2014); “Conveyance Rule 159 of the Securities Act” (Securities Law 360, 7 April 2006); and “U.S. SEC’s Final Rules Regarding Securities Offering Reform” (BNA International World Securities Law Report, August 2005), among other articles. He also serves as a director of South Brooklyn Legal Services.
Mr. Slutzky received his B.S. from Lehigh University in 1988 in Finance and his J.D. from New York Law School summa cum laude in 1993 where he was a Notes and Comments Editor of the Law Review.
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Krista K Stein, Head of Brand & Channel Innovation, CT and BizFilings
Krista joined Wolters Kluwer in 2013 to help develop the small business segment for two of its brands. In her current role she manages partnerships, branding, PR, product marketing, digital advertising, channel marketing, and various corporate governance projects. Before that, she was with American Express for nine years, beginning with global brand management and culminating with three years based in Paris as the VP of Marketing & Product Development for the travel business’ Europe, Middle East & Africa (EMEA) region. Prior to American Express, Krista’s roots were primarily in marketing, branding, and general strategy for companies that included a startup ad agency, CNN & Turner Broadcasting, and Monster.com. She has an MBA from Emory University and Bachelors’ degrees in both English and French from Colby College, where she also ran the Volunteer Center.
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