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March 2018 WIAFP Luncheon Meeting

  • 21 Mar 2018
  • 11:30 AM - 1:00 PM
  • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)
  • 21


Environmental, Social and Governance (ESG) refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business.  Evidence supporting a nexus between financial performance and performance on ESG issues is becoming greater and increasingly important in the investment market.  Come and listen to our esteemed panel discuss the impact of ESG in their respective firms and markets.

Panel Bios:

Nancy Himmelfarb, Principal, NJH Sustainability Consulting

Nancy helps companies leverage corporate social responsibility (CSR) to build trust and competitive advantage, by focusing on the business value of CSR and meaningful engagement. She specializes in CSR positioning, strategy development and corporate communications, and is particularly skilled at managing complicated issues, engaging (internal and external) stakeholders, conducting diligence and developing corporate reports, based on 15 years’ experience as corporate attorney, general counsel and board advisor for public and private companies. Nancy brings a unique combination of business, legal and sustainability expertise and experience, backed by degrees from Stanford University and UCLA School of Law, and a graduate certificate in sustainability management from University of Chicago. 

Nancy works directly for companies (often middle market) and also partners with PR firms as their CSR expert. In addition, Nancy frequently writes and speaks on CSR issues.

Lydia Miller, Senior Vice President and Portfolio Specialist, Dana Investment Advisors

Lydia specializes in ESG Equity and Fixed Income Strategies. Prior to joining Dana, Lydia was Managing Director of Big Path Capital (formerly Watershed Capital Group, a Certified B Corporation™). Lydia was a Managing Director and Global Portfolio Manager at UBS Global Asset Management where she managed a global sustainability equity fund. Lydia graduated summa cum laude from the Pennsylvania State University with a BS in Education and has an MBA in Finance and International Business from the University of Chicago.

Katie M. Simpson, Market Executive, Bank of America Merrill Lynch

Catherine M. Simpson is a Senior Vice President and Market Executive for the Global Commercial Bank at Bank of America Merrill Lynch.  Katie leads a team of Middle Market professionals in Wisconsin and Minnesota who leverage the product breadth, industry expertise, and global presence of the bank to deliver integrated financial solutions to mid-sized companies and institutions.  Katie earned her B.A. in political science from Trinity College and an M.B.A. in finance from the University of North Carolina Kenan-Flagler Business School.

Katie was appointed by Governor Dayton as a member of the Young Women’s Initiative Council. She is also a member of YPO. She was recognized as being a top woman in finance from Finance & Commerce. Katie is a board member of the Science Museum of Minnesota. She was recently named a 40 Under 40 recipient by the Minneapolis/St. Paul Business Journal. Katie is also a board member of the Minneapolis Museum of Art.


Schedule of Events:
Networking 11:30am - 12:00pm, Presentation & Lunch 12:00pm - 1:00pm

Lunch will include salad, your choice of three entrée options (selected during registration process), two family-style side dishes, and dessert

Virtual Attendees – Conference call details and presentation material will be emailed to you after registration closes. Presentation will begin at 12:00pm.

A few reminders…

  • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
  • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
  • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
  • Registration closes 48 hours before event; late registration requests can no longer be accommodated (Monday, March 19th at 2:00pm)

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