The BlueSky Advisory Board is comprised of leaders in law, finance, media and nonprofit who collaborate and provide advice to the firm regarding strategic decisions and direction.
CHIEF MARKETING OFFICER
Anastasia Khoo is the Chief Marketing Officer for Conservation International. In this capacity, Khoo oversees innovative organizational communications and marketing strategies--positioning CI as a leader in the field. Prior to joining CI, Khoo was the CMO for the Human Rights Campaign. In this capacity, she led consistently innovative organizational marketing strategies--positioning HRC as a leader in digital media, advertising, and public relations. Anastasia was the architect many of HRC's high-profile public relations campaigns including "The People's Brief," the largest public brief ever submitted to the Supreme Court with more than 200,000 signatures in support of marriage equality; "All God's Children," the first LGBT public relations campaign in the South; and the historic #LoveWins campaign garnering more than 7 million retweets worldwide.
Nowhere has this leadership been more notable than in the record-breaking "red equal sign" campaign in 2013. As historic marriage equality cases reached the United States Supreme Court, Khoo developed a strategic campaign to give HRC supporters an opportunity to show their support for marriage and be a part of history by changing their Facebook profile picture to a red-and-pink version of the HRC logo. In just a few short days, as many as 10 million people used the image on social media--including celebrities, major corporations and leading politicians. The logo was named 2013's "Symbol of the Year" and Facebook declared the campaign one of the most successful viral efforts in the site's history. Her work has garnered top honors including Mashable's "Best Social Media Campaign", PR Week's Best Digital Campaign, SXSW "Best Digital Campaign", "Best Social Media Campaign" and the highly-coveted "Best in Show." Anastasia has also received a wide variety of accolades including "Digital Innovator of the Year," "Gamechanger" and PR News "Top Women in PR." Most recently, she joined an elite group of PR professionals with the "Champion of PR" award distinction from PR Week. Prior to joining HRC, Anastasia spent six years in the environmental movement with Greenpeace developing its communications and brand strategy as well as collaborating on a variety of high-profile corporate and grassroots campaigns. Prior to joining HRC, Khoo spent six years in the environmental movement with Greenpeace developing its communications and brand strategy as well as collaborating on a variety of high-profile corporate and grassroots campaigns. She has a bachelor's degree from Dickinson College.
Daniel Pine, CFA
Managing Director (Retired)
Citi Property Investors
Dan has over 30 years of investment experience primarily in the area of global real estate. Most recently, Dan was a Managing Director and the head of Greenwich-based Forum Securities where he was responsible for all portfolio decisions across each of Forum’s investment strategies. Prior to Forum, he was a Managing Director at Citi Property Investors (“CPI”) and the global head of CPI’s real estate securities team where he launched and built the global REIT platform. Dan previously worked at Alliance Bernstein where he was Senior Vice President of Real Estate Research and Portfolio Management, and at Desai Capital Management as Senior Vice President responsible for public and private investments in real estate, consumer, and healthcare companies. Dan is a graduate of the University of Pennsylvania where he did post-graduate work in evolutionary biology. He holds the Chartered Financial Analyst designation..
NIXON PEABODY, LLP
Eric is the Labor & Employment Practice Group Co-Leader at Nixon Peabody, where he advises clients on how to comply with the laws governing their employee benefit programs. Eric advises a wide range of nonprofit organizations including hospitals/health systems, colleges/universities, iconic arts/cultural institutions, trade associations and social service agencies. He spends a significant amount of time working with clients on ERISA fiduciary compliance, including helping them establish or reconstitute their retirement plan committees, advising them on whether to engage a third-party investment consultant or conduct an RFP for a new recordkeeper, and educating boards, officers and committee members on the rapidly changing legal landscape in which they operate. Eric has his J.D. from Syracuse University College of Law, and a Bachelor’s degree from Cornell University.
President and Managing Partner
Christopher Street Financial
Jen is the owner and Managing Partner of Christopher Street Financial. Founded in 1981, Christopher Street Financial was established as the first investment and financial services firm committed to serving the gay, lesbian and supportive community. Today, Christopher Street is widely recognized as the preeminent wealth management firm in the LGBT community. In addition to developing creative solutions to the financial dilemmas of same-sex couples, Jen is responsible for managing CSF’s team of investment advisors and other professionals. She began her investment career at JP Morgan and then Bear Stearns where she specialized in two institutional markets: high yield bonds and later, global equities.
Jen believes that it is CSF’s duty to be both an activist and major donor in the LGBT community. She is currently Chairing the Board for a brand new organization launching a Pride Center in her hometown of Nyack, NY. Jen is also a co-chair of SAGE’s Leadership Committee and is deeply involved with the efforts of Family Equality Council and Broadway Cares/Equity Fights AIDS. She has received numerous recognitions and honors, including Out Magazine’s OUT 100 identifying the year’s “most influential, important and interesting people,” the Community Service Award from SAGE (Services and Advocacy for Gay and Lesbian Elders) for her “pioneering work helping same-sex couples navigate the legal and tax world,” and the Stonewall Community Foundations “Women of 2008” Award for Community Action and Leadership.”
BAIN & COMPANY
Sophie currently is a consultant at Bain & Company where she is focused on private equity and social impact engagements, before she matriculates at Harvard Business School. Additionally, she serves on the Advisory Council for the Institute at Brown University for Environment and Society and is a Henry David Thoreau Scholar.
Sophie is the co-author of Sustainable Investing: Revolutions in Theory in Practice and is a founder of and advisor to the Brown University Sustainable Investment Fund, the first ESG giving option at a leading university endowment. Alongside these efforts, she has developed and taught a course on sustainable investing at Brown University.
In addition, Sophie has worked extensively at the nexus of business and environment by participating in the UN climate negotiations, co-writing Rhode Island’s first climate change law, and leading the Brown Socially Responsible Investment Fund.
LECTURER IN SUSTAINABILITY
YALE SCHOOL OF MANAGEMENT
Dr. Cort works at the intersection of corporate responsibility and sustainable finance. Specifically, he works to reduce the barriers to moving capital to more sustainable investments. In this space, Dr. Cort is working on metrics and standards for measuring the environmental impacts of fixed income investment products such as green bonds; metrics and the underlying data for environmental, social and governance (ESG) that demonstrably drive corporate growth and improvement in equity value; and metrics for underwriting more sustainable insurance products – particularly around the means to measure effective climate adaptation.
In addition to these specific research areas, Dr. Cort educates and collaborates with investors and fund managers to effectively integrate sustainability into investment strategies. These integrated investment strategies range from fixed income focused funds to venture capital strategies. On the corporate side of sustainability, Dr. Cort has worked with companies on the premise that the best strategies for integration of sustainability will also drive stronger financial performance.
Dr. Cort is a Faculty member at Yale School of Management and Yale School of Forestry and Environmental Studies. He teaches classes in ‘Sustainable Finance’, ‘Quantitative Methods in Sustainability’, 'Corporate Responsibility in Oil and Gas’, Corporate Responsibility in Wine and Agriculture’, ‘Business and Environment Solutions' and ‘Business Solutions in Constrained Natural Resource Systems’. He also serves as the Faculty Co-Director for the Yale Center for Business and the Environment (CBEY) and the Yale Initiative on Sustainable Finance. He holds a Ph.D. in Civil and Environmental Engineering, Master’s and Bachelor’s degrees in Biochemistry and a Professional Engineer’s license in California. Dr. Cort previously served as Director of Sustainability Advisory services for TUV Rheinland and Det Norske Veritas where he consulted on sustainability matters including metrics, risk management and auditing practices.
Todd joined Sax in 2000 and has more than 30 years of in depth auditing and accounting experience. As the director of the firm’s Not-for-Profit Service Group, he provides the leadership, passion and vision to empower a dedicated team of professionals within the firm who are highly proficient in providing audit, tax and consulting services to a wide array of Not-for-Profit organizations. Besides providing the highest quality compliance services that Not-for-Profit’s need, Todd also has a passion to bring value to every relationship in order to help Not-for-Profit organizations to actualize their overall potential.
Todd also is the innovator of “Fist to Five Enterprises” which is focused on providing cutting edge consulting services to the Not-for-Profit community. In connection with this, Todd has hosted for the past six years “Fist to Five Events” both in New Jersey and New York. The “Fist to Five Events” has been highly successful in bringing together experts who have presented creative, informational and thought provoking topics to an audience of Not-for-Profits leaders, trustees, service providers and other stakeholders. Todd has presented over 70 educational programs to professionals and to the public. He has lectured on various accounting and auditing matters for organizations such as Fairleigh Dickinson University, Montclair State University, the Center for Non-Profits, the New Jersey Society of Certified Public Accountants’ Continuing Education Program, the State of New Jersey Department of Human Services, and New Jersey Department of Education. In addition, Todd is actively involved in the training and education of clients and staff on the new auditing standards put forth by the Auditing Standards Board (ASB). Todd is a Certified Public Accountant in both New Jersey and New York. He has a Bachelor’s degree in Accounting, from Rutgers University (Rutgers Scholar). Todd serves on the Finance and Audit Committee of East Orange General Hospital and was the Former Treasurer of the Mental Health Association of Essex County.