Sean Williams serves as a Board Trustee on the West Palm Beach Police Pension Fund. He was confirmed in September 2021 to serve a four-year term. The fund has 540 beneficiaries with $480 million under management.

Mr. Williams is the Founder and President of Williams Accounting Services, a full-service accounting firm providing superior accounting, bookkeeping, and tax preparation services since 2008. Mr. Williams has 30 years of business experience, including 20 years as self-employed.

Building on an educational foundation of a Bachelor’s Degree in Accounting from Purdue University, he worked in the Finance Departments of General Electric and Honeywell. Seeking a broader business experience, Mr. Williams earned his MBA from Harvard Business School. He then worked as a general manager for the investment divisions of CIGNA Insurance and Ocwen Financial Corporation. Leveraging this vast experience, he became self-employed in 2001, providing financial services and advice to business owners and professionals.

Mr. Williams is active in the community, currently serving as a Board Member of the City of West Palm Beach Sales Surtax Oversight Committee. Past experiences include board membership at the Sickle Cell Foundation, Black Republican Caucus of South Florida, and Premier Youth Athletic Corporation.

Rohini Kosoglu is a former Deputy Assistant to the President and Domestic Policy Advisor to the Vice President in the Biden-Harris White House, and was the first Asian American woman to hold this role. She was also a 2020 Fellow at the Harvard Kennedy School's Institute of Politics. Ms. Kosoglu has served as a senior White House official, chief of staff in the United States Senate, and organizational leader in multiple presidential campaigns.

From the beginning of the Biden-Harris Administration, Ms. Kosoglu was chief policy advisor to Vice President Harris on the most pressing domestic and economic issues facing the nation. She oversaw policy issues on behalf of the President and Vice President to lift up the middle class, ensure America's competitiveness with the rest of the world, and protect our fundamental rights as Americans. Before entering the White House, Harris noted Ms. Kosoglu as "one of my closest and most trusted aides from the Senate and presidential campaign."

Ms. Kosoglu previously served as a senior advisor on both the Biden-Harris Campaign and Biden-Harris Transition Team, which included managing vice-presidential debate preparations and transition planning. She also oversaw the vetting process for Harris before joining the Biden-Harris campaign.

Earlier, Ms. Kosoglu served Harris on her presidential campaign and in her Senate office. On Harris's presidential campaign, Ms. Kosoglu was chief of staff and senior advisor, where she managed operations, communications, and policy for over 300 staff.

Ms. Kosoglu was also the first South Asian American woman to serve as Chief of Staff in the United States Senate. Under her organizational leadership as Chief of Staff to U.S. Senator Kamala Harris, Ms. Kosoglu recruited top talent that led the Joint Center for Political and Economic Studies to name Harris's office as the most diverse on Capitol Hill.

Ms. Kosoglu's career on Capitol Hill has also included leadership positions with leading Democratic Senators, including U.S. Senator Michael Bennet of Colorado and U.S. Senator Debbie Stabenow of Michigan. During her tenure, Ms. Kosoglu led negotiations on numerous bipartisan legislation, with a focus on the economy, technology, and health care. Notably, Ms. Kosoglu served as a key advisor during the drafting and passage of the Affordable Care Act in 2010.

Ms. Kosoglu graduated with honors from the University of Michigan and has a master's degree from George Washington University. She currently resides in the Washington, D.C. area with her husband and three sons.

Hector Balderas is serving his second term as New Mexico’s Attorney General and is a Certified Fraud Examiner. As the chief law enforcement officer and chief civil officer for the State of New Mexico, Mr. Balderas has transformed the Office of the Attorney General to focus on keeping our children and families safe, empowering New Mexican families and small businesses for financial success, and protecting New Mexico’s pristine environment.

As Attorney General, Balderas transformed the Special Prosecutions Division, Special Investigations Division, New Mexico Human Trafficking Task Force, and expanded the New Mexico Internet Crimes Against Children Task Force in a successful effort to combat the most dangerous offenders, violent sexual predators, and corrupt politicians. Attorney General Balderas has secured convictions for victims of unspeakable acts of sexual and other violence around the state, and secured the first state level conviction of a statewide elected official and another against a former legislator. Attorney General Balderas’ Criminal Appeals Division has also obtained several landmark Supreme Court opinions that have kept New Mexico’s most violent criminals in prison.

Attorney General Balderas has achieved unprecedented victories for New Mexicans in civil courts by securing the largest Tobacco Settlement payment in state history and tens of millions of dollars in settlements from large corporations for preying on New Mexicans. He is also aggressively litigating against the opioid industry and made New Mexico the first state to sue opioid distributors, in addition to manufacturers, for inundating New Mexico with highly addictive opioids that have devastated the state for decades.

After law school Attorney General Balderas became a Bernalillo County Assistant District Attorney, was elected to a seat in the New Mexico House of Representatives at age 29, and then served two terms as New Mexico’s State Auditor. As State Auditor, he had oversight of $60 billion in assets collectively held by over 1,000 government entities in New Mexico. Attorney General Balderas immediately pursued an aggressive agenda designed to protect taxpayer funds and hold government agencies accountable. During his time as State Auditor, Balderas’ effort to target corruption yielded historic results. His special audits and investigations exposed rampant financial mismanagement of taxpayer funds throughout many government agencies and schools.

Hari Panday is a seasoned independent corporate director and chief executive with experience in banking, insurance, corporate finance, private and capital markets, diversified industries, trust services, and non-profit sectors across North America. His career spreads over 35 years, as the founding President and CEO and a board member of ICICI Bank Canada and ICICI Securities (USA), fully owned subsidiaries of ICICI Bank, India’s second-largest financial institution. He has served in management roles at HSBC Bank Canada, Bank of Montreal, and PricewaterhouseCoopers. His company, PanVest Capital Corporation, is engaged in advisory services to boards on corporate governance, risk management, and business strategy.

Currently, he is on the boards of the Ontario Securities Commission (OSC) – serving on OSC’s Audit and Governance Committees; Tarion Warranty Corporation, as the Board Chairman and the Chair of its Governance, Regulatory Affairs & Nominations Committee (he served previously as Chair of the Audit Committee and Vice Chair of the Investment Committee); and Meridian Credit Union as its Chair, Corporate Governance and Member of the Audit & Finance Committee. Previously, he served on the Boards of Avalon Rare Metals Inc.; the Canadian Securities Exchange; ICICI Bank Canada; ICICI Wealth Management; ICICI Securities (USA); the Raymond James Trust (Quebec) and Raymond James Trust (Canada); Pro-Demnity Insurance Co.; and Stone Investment Group Ltd.

Mr. Panday teaches accountability and corporate governance in a graduate program (Master in Financial Accountability – MFAc) at York University, Toronto. He has authored on Cross-Border Corporate Governance in The Handbook of Board Governance, Second Edition.

He serves as an Honorary Colonel, 32 Service Battalion, 4th Canadian Division, Canadian Armed Forces. Mr. Panday contributes to the not-for-profit sector through CPA Canada’s Corporate Oversight and Governance Advisory Board, the Canadian Foundation for Physically Disabled Persons, and various initiatives dedicated to support the needs of serving and veteran members of the Canadian Armed Forces. He was awarded the Queen Elizabeth II Diamond Jubilee Medal in 2009 for his philanthropic work over several years.

Bruce Schlein is Director, Head of ESG at OMERS Infrastructure. In this role, he is responsible for developing OMERS Infrastructure’s global ESG strategy and supporting its integration and execution. Mr. Schlein works closely with boards and management teams at portfolio companies to develop tools and programs to improve ESG performance and supports the integration of ESG into portfolio formation, capital allocation, and deal origination.

Prior to joining OMERS, Mr. Schlein served in several ESG roles at Citi, including Director, Impact Investing, Director, Asset Finance Group, and co-lead of the Corporate Sustainability team. Before this, Mr. Schlein worked for Bechtel as a sustainability specialist on infrastructure projects in China and Eastern Europe, and for several international development organizations. He is a former board member of the International Institute for Sustainable Development (IISD) and currently sits on the New York City Energy Efficiency Corporation Board.

Mr. Schlein has a Bachelor of Arts (Government) from Cornell University and a Master of Arts (International Economics) from the Paul H. Nitze School of Advanced International Studies (SAIS) at Johns Hopkins University. He has held various adjunct faculty positions at SAIS, New York University, Bard College, and Cornell’s Johnson School of Business.

As MSCI’s Global Head of ESG and Climate Indexes, Melissa McDonald is responsible for ensuring that MSCI’s dynamic product offering continues to align and evolve with investor needs around the world. Prior to joining MSCI in 2021, Ms. McDonald spent 10 years at HSBC Asset Management as Global Head of Product – Equities and Responsible Investment, where she led the firm’s equity capability as well as their responsible investment strategy across asset classes globally. From 2015 to 2020, she was also a key member of HSBC’s Climate Business Council, overseeing climate business strategy for the entire HSBC Group.

Previously, she spent 10 years at AXA Investment Managers, where she was Global Head of Responsible Investment, developing strategy and expanding the business into a market-leading position in the responsible investing space. This work included accelerating ESG integration into the decision-making process across investment platforms, enlarging the scope of voting activities, and developing thematic research on topics such as climate change, human capital, and corporate governance. Prior to that role, she was Head of Business Development Asia-Pacific, where she evaluated and executed on opportunities across the region, including leading joint venture negotiations with partners in China and India.

Ms. McDonald has served as a Director on the following boards: HSBC ETF Plc, HSBC Global Asset Management (UK) Ltd., HSBC Pollination Climate Asset Management Ltd., and the UK Sustainable Investment and Finance Association (UKSIF) Board. She led the asset manager working group of the One Planet Sovereign Wealth Fund (OPSWF) initiative, sponsored by President Macron, and was a Senior Sponsor of the Investment Leaders Group of the Cambridge Institute of Sustainability Leadership.

Dennis Hole worked as a City of Fort Lauderdale fire fighter for 27 years. During that time, he served on the IAFF Local 765 Executive Board for 21 years, 17 years of those as Secretary. He was also a Trustee of IAFF Local 765 Health Insurance Trust Fund for 12 years, and Secretary of the local benevolent association for two years. In addition, he was Secretary of the Broward County Council of Professional Fire Fighters for two years. Though now retired for 18 years, he is still a Trustee of the Fort Lauderdale Police & Firefighters’ Retirement System, where he has served for 22 years.

Mr. Hole received Associate degrees in both Business Administration and Fire Administration. He has received a Certified Public Pension Certification from the Florida Public Pension Trustees Association, wherein he served on the Education Committee for five years. He received a Certified Pension Professional designation from the Institute of Chartered Pension Professionals, and a Certificate of Achievement in both Public (Pension) Plan Policy and Employee Health from the International Foundation of Employee Benefit Plans. He also received a Trustees Masters Program certification as well as certification in their Scholar Series in Board Governance. Lastly, he received Chartered Trustee designation from the Institute for Pension Funds in conjunction with The George Washington University.

Through the course of his public pension trustee tenure, Mr. Hole has attended seminars offered by the Harvard Law School program for advanced trustee studies in conjunction with NCPERS; The Wharton School of the University of Pennsylvania in conjunction with the IFEBP; the State of Florida Department of Management Services Division of Retirement in conjunction with Florida State University; Financial Research Associates; the Institutional Investor Institute; the Institute for International Research; the National Fire and Police Pension Fund Association; the Investment Management Institute; the Information Management Network; the Opal Group; and ValueEdge Advisors.

As Executive Vice President, Peter Crudo is involved with all aspects of the Gilardi business, both strategic and operational. He directly oversees the teams managing all complex administrations (Securities, Antitrust, and Government), and has worked on numerous of the largest and most complex settlements worldwide, including those related to Enron ($7.2bn), AOL Time Warner ($2.2 bn), Household ($1.57 bn), Toyota ($1.3 bn), AIG ($975 mm), and the ongoing Fortis settlement stemming from litigation in the Netherlands (€1.3 bn). Mr. Crudo brings broad experience and perspective to his role, as he has worked both as an attorney in private practice and in senior level management in both private and public technology companies.

The CEO of Gilardi for more than a decade prior to its acquisition by Computershare, Mr. Crudo has lectured on litigation and claims administration issues to international institutions, investors, and client panels in the United States, Europe, and Asia. He has testified in courts throughout the country on settlement matters and has been a featured speaker at various federal judicial conferences. Prior to practicing law, Mr. Crudo served in the Jesuit International Volunteers in Micronesia. While there, he taught high school, helped prison inmates obtain their GEDs, and taught English to immigrant workers. Mr. Crudo holds a Bachelor of Arts degree from the University of California at Berkeley, a Juris Doctor and Master of Business Administration from the University of Hawaii at Manoa, and an LL.M in International Financial Law, with distinction, from the University of London. He is a board member of the Salesian Boys and Girls Club of San Francisco, an advisory board member of the Okizu Foundation, which serves children with cancer and their families, and a former board member of the Legal Aid Society of San Francisco.

Aelish Marie Baig is a partner in Robbins Geller Rudman & Dowd LLP's San Francisco office. She specializes in federal securities and consumer class actions. She focuses primarily on securities fraud litigation on behalf of individual and institutional investors, including state and municipal pension funds, Taft-Hartley funds, and private retirement and investment funds. Ms. Baig has litigated a number of cases through jury trial, resulting in multimillion dollar awards and settlements for her clients, and has prosecuted securities fraud, consumer, and derivative actions obtaining millions of dollars in recoveries against corporations such as Wells Fargo, Verizon, Celera, Pall, and Prudential.

Ms. Baig, along with co-counsel and a team of Robbins Geller attorneys, is currently leading the effort on behalf of cities and counties around the country in In re National Prescription Opiate Litigation. Earlier this year, Ms. Baig served as co-trial counsel in a federal bench trial in San Francisco in a case that had been selected as a bellwether in the multi-district litigation. The team achieved combined settlements of nearly $70 million for San Francisco and more than $5 billion nationally from multiple pharmaceutical companies who were defendants in the case. The Honorable Charles R. Breyer of the Northern District of California ruled that Walgreens, the only defendant remaining in the case, was liable for its role in the opioid crisis in San Francisco. A damages trial for Walgreens will be held at a later date. Ms. Baig has also been appointed to the Plaintiffs' Steering Committee in In re Juul Labs, Inc., Marketing, Sales Practices, and Products Liability Litigation, currently pending before the Honorable William H. Orrick in the Northern District of California. She serves on the expert and trial committees and represents, among others, one of the trial bellwethers. Ms. Baig and her team have recently completed discovery and are currently preparing for expert reports and trial. She has also been appointed by the Honorable Charles R. Breyer in the Northern District of California to the Plaintiffs' Steering Committee in In re McKinsey & Co., Inc. National Prescription Opiate Consultant Litigation.

Additionally, Ms. Baig prosecuted an action against Wells Fargo's directors and officers accusing the giant of engaging in the robosigning of foreclosure papers so as to mass-process home foreclosures, a practice which contributed significantly to the 2008-2009 financial crisis. The resulting settlement was worth more than $67 million in cash, corporate preventative measures, and new lending initiatives for residents of cities devastated by Wells Fargo's alleged unlawful foreclosure practices.

Ms. Baig and a team of Robbins Geller attorneys recently obtained a $62.5 million settlement in Villella v. Chemical and Mining Company of Chile Inc., a securities class action against a Chilean mining company. The case alleged that Sociedad Química y Minera de Chile S.A. ("SQM") violated the Securities Exchange Act of 1934 by issuing materially false and misleading statements regarding the company's failure to disclose that money from SQM was channeled illegally to electoral campaigns for Chilean politicians and political parties as far back as 2009. SQM had also filed millions of dollars' worth of fictitious tax receipts with Chilean authorities in order to conceal bribery payments from at least 2009 through fiscal 2014. Due to the company being based out of Chile and subject to Chilean law and rules, Ms. Baig and the Robbins Geller litigation team put together a multilingual litigation team with Chilean expertise.

Ms. Baig was also part of the team that prosecuted dozens of stock option backdating actions, securing tens of millions of dollars in cash recoveries as well as the implementation of comprehensive corporate governance enhancements for numerous companies victimized by their directors' and officers' fraudulent stock option backdating practices.

Ms. Baig has been named a Plaintiffs' Lawyers Trailblazer and a Litigation Trailblazer by The National Law Journal, a 500 Leading Plaintiff Consumer Lawyer, Leading Lawyer in America, and Leading Plaintiff Financial Lawyer by Lawdragon, a California Trailblazer by The Recorder, and a Super Lawyer by Super Lawyers Magazine. She has also been named to the Best Lawyers in America: Ones to Watch list and the Northern California Ones to Watch list by Best Lawyers®. She joined the Firm in 2004 after having previously practiced with Lawless & Lawless in the area of employment discrimination, where she litigated and tried numerous cases to successful outcomes.

Ms. Baig serves as a Board member for Legal Aid at Work, a highly respected non-profit organization committed to enforcing and strengthening the civil and employment rights of low-wage workers in California and across the country. She earned her Bachelor of Arts degree from Brown University and her Juris Doctor degree from American University, where she was senior editor of the Administrative Law Review.

Anne-Marie Jourdan spent a large part of her career in asset management companies, first at BNP Paribas Asset Management, then as Head of the Legal Department at AGF Asset Management (now Allianz Global Investors). She was recruited in 2005 at the Fonds de Resérve pour les Retraites (FRR), the French Reserve Fund. As Chief Legal Officer and member of the Executive Committee, she was in charge of the legal aspects of selecting external managers, corporate governance, proxy voting, class actions, and institutional communications. Since January 2022, she has been working as an expert in the Legal and Tax Department of the Caisse des Dépôts et Consignations, the biggest French public institution. She specializes in real assets funds (international private equity funds, ecological transition infrastructure funds, and impact funds).

Ms. Jourdan was Governor of the ICGN’s Board between 2014 and 2020. She is a member of the Grand Jury of the Best General Meeting and Diversity of French Companies Awards. Ms. Jourdan is also a member of the Experts Committee of the French Institute of Responsible Capitalism.

Barbara Hannah is Chief Counsel for the San Bernardino County Employees’ Retirement Association (SBCERA). Ms. Hannah provides legal advice to the SBCERA Board, Division Chiefs, and staff regarding retirement-related issues. Ms. Hannah oversees the Legal Services Department, including the Disability Retirement Unit. Ms. Hannah is a long-term employee of SBCERA. Before becoming Chief Counsel, Ms. Hannah started in 2005 in the Legal Services Department while attending the University of La Verne College of Law. Upon passing the California Bar Exam, SBCERA hired Ms. Hannah as a Staff Attorney, where she was instrumental in implementing several procedures and was responsible for litigating appeals. In 2014, Ms. Hannah was promoted to Senior Staff Counsel, and in 2018, SBCERA hired Ms. Hannah as Chief Counsel.

A native of San Bernardino County, Ms. Hannah is active in her community. In 2010, Ms. Hannah became a founding member of the Inland Empire Legal Association of Women, a non-profit organization dedicated to promoting women lawyers and judges in the Inland Empire and advocating for the concerns of all women in the community. Ms. Hannah served as the chair of the By-Laws Committee and drafted the organization’s first By-Laws. Ms. Hannah also served on the Board of Directors for the Inland Empire Legal Association of Women. From 2008-2018, Ms. Hannah dedicated time during the week as a volunteer attorney for the Inland Empire Latino Lawyers Association (IELLA), a nonprofit organization that provides free legal aid services to low income residents of San Bernardino and Riverside counties. IELLA has honored Ms. Hannah for her volunteer service by awarding her with the “Outstanding Pro Bono Attorney of the Year” award. Outside of receiving this award, throughout the years, Ms. Hannah has been recognized for her pro bono service of 50 hours or more in a year. For over a decade now, Ms. Hannah continues to serve her community by volunteering with IELLA.

Ms. Hannah graduated from the University of California, Santa Barbara with a Bachelor of Arts degree in Political Science with an emphasis in International Relations and obtained her Juris Doctor from the University of La Verne College of Law.

James McRitchie is a shareholder advocate who publishes Corporate Governance (CorpGov.net) and facilitates frequent conversations on Zoom with leading thinkers on corporate accountability. He has established candidate forums at CalPERS and led reform efforts, testifying to the legislature and SEC. Along with the Interfaith Center on Corporate Responsibility and As You Sow, Mr. McRitchie is suing the SEC to overturn Trump-era rules that weaken the voice of retail shareholders.

Fiona Ma is California’s 34th State Treasurer. She was elected on November 6, 2018 with more votes (7,825,587) than any other candidate for treasurer in the state’s history. She is the first woman of color and the first woman Certified Public Accountant (CPA) elected to the position.

The State Treasurer’s Office was created in the California Constitution in 1849. It provides financing for schools, roads, housing, recycling and waste management, hospitals, public facilities, and other crucial infrastructure projects that better the lives of residents.

One committee Treasurer Ma chairs, the California Alternative Energy and Advanced Transportation Financing Authority (CAEATFA), helps clean and green the state. It awards sales tax exclusions for manufacturers that reduce pollution, while retaining jobs, including to companies that make electric vehicles, turn farm waste into energy, and produce jet fuel out of renewable sources.

California is the world’s fifth-largest economy, and Treasurer Ma is the state’s primary banker. Her office processes more than $2 trillion in payments within a typical year and provides transparency and oversight for an investment portfolio of more than $124 billion, approximately $34.8 billion of which are local government funds. She is also responsible for $93 billion in outstanding general obligation and lease revenue bonds of the state.

In 2020 the State Treasurer’s Office was the agent of sale for about $20 billion in debt, which financed many building projects that created thousands of construction jobs. Of that debt, $6.2 billion refinanced previous debt, creating a present value savings of $1.8 billion for California taxpayers.

Most recently before being elected Treasurer, she was an elected member of the California State Board of Equalization from 2015 until January 2019 and worked to protect the rights of taxpayers while ensuring California collected its fair share of tax revenues. Her district covered 23 counties in California and included approximately 9.5 million people. Upon being selected Chairperson of the Board of Equalization in 2016, she ordered three external audits of the agency and helped lead the biggest reforms for accountability and efficiency in that agency’s history.

A top priority for her on the Board of Equalization was ensuring that everyone pays their fair share of taxes, including efforts to require online retailers such as Amazon to collect sales taxes on transactions from third-party sellers in order to help local brick-and-mortar retailers compete – ultimately generating new revenues estimated between $431 million and $1.8 billion for California every year. She also advocated for taxing e-cigarettes similarly to other tobacco products – deterring vaping and smoking and paying for health costs related to tobacco use. In 2017, voters passed Proposition 56 with two-thirds of the vote, collecting $1.7 billion in new tobacco taxes to fund anti-smoking programs and Medi-Cal payments for the poor.

Also while on the Board of Equalization, she identified the cannabis industry as the largest shadow economy in California with “hundreds of millions of dollars that disappear into an underground cannabis economy” and led efforts to regulate the industry, develop systems to “track and trace” all cannabis in California, and develop legal banking mechanisms for cannabis businesses.

Treasurer Ma was a member of the State Assembly from 2006-2012, serving as Speaker Pro Tempore from 2010 to 2012. She built a reputation as a solution-oriented public servant and was adept at building unlikely coalitions to overcome California’s most complex problems. Prior to serving as Speaker Pro Tempore, she was Assembly Majority Whip and built coalitions during a state budget crisis to pass groundbreaking legislation that protected public education and the environment while also expanding access to health care.

As an Assembly Member, she authored 60 bills that were signed into law by two different governors – most were first-in-the-nation and required no taxpayer money. Her successful legislation to ban toxic chemicals in baby products, known as phthalates, became a model for federal legislation that was authored by U.S. Senator Dianne Feinstein in 2008. She chaired the Assembly Select Committee on Domestic Violence and spearheaded legislation that strengthened laws protecting victims of domestic violence, consumers and working families; prevented the spread of Hepatitis B; increased access to quality healthcare; and provided equal rights for all Californians.

From 2002-2006, she served on the San Francisco Board of Supervisors and championed a human rights campaign to end human trafficking in massage parlors and to close prostitution rings. She led an effort to create the city’s Disadvantaged Business Enterprise program to empower small businesses to more easily participate in public works projects.

Treasurer Ma first became involved in public service in 1994 when she was elected president of the Asian Business Association, where she began advocating at San Francisco City Hall and the State Capitol on behalf of minority business owners. Her work resulted in her election in 1995 as a delegate to the White House Conference on Small Business, where she advocated for socially responsible contracting for minorities and women in San Francisco, ultimately producing a report to Congress detailing 60 top policy recommendations to help small businesses grow and prosper in the 21st century.

Also in 1995, she was appointed to the Assessment Appeals Board of San Francisco by the San Francisco Board of Supervisors. That year she started her public service career as a part-time district representative for then-State Senator John Burton and served as Burton’s district representative until her election to the San Francisco Board of Supervisors. For Burton, she was responsible for helping constituents with Medi-Cal, workers’ compensation, unemployment insurance, Franchise and Employment Development Department taxes, and professional licensing.

From 1989-93 she worked for Ernst & Whinney, in the real estate tax group, before starting her own accounting practice in San Francisco. Today, Ernst & Young is one of the largest professional services firms in the world and considered one of the “big four” accounting firms.

Treasurer Ma has been a licensed CPA in California since 1992 and holds a Bachelor’s Degree in Accounting from the Rochester Institute of Technology (NY), a Master’s Degree in Taxation from Golden Gate University (SF), and an MBA from Pepperdine University.

She is a Member of the Vatican’s Council for Inclusive Capitalism, a Member of the California Society of Certified Public Accountants, serves on the Board of California Women Lead, is an Honorary Chair and Spokesperson for the San Francisco Hepatitis B Free Campaign, and is a member of the Screen Actors Guild.

Treasurer Ma is also active with the National Association of State Treasurers (NAST): 2020 Chair of ABLE Committee and Member of the Legislative Committee, and is a member of the CalCPA Society. She is married to Jason Hodge, a full-time firefighter and Oxnard Harbor Commissioner.

Charles F. Robinson began his tenure as General Counsel and Vice President, Legal Affairs for the University of California in January 2007. Operating out of the University’s Office of the President, he is the Chief Legal Officer of the University system, providing advice and counsel to The Board of Regents, the President, the campus Chancellors, and other senior University officials. He oversees a legal staff of 125 attorneys throughout the University system (ten campuses, six medical centers, and one national laboratory); represents the University in all legal and regulatory proceedings; and retains and manages outside counsel.

Prior to joining the University, Mr. Robinson served as Vice President, General Counsel and Corporate Secretary for California’s wholesale electric transmission operator, the California Independent System Operator Corporation, where he oversaw the Government Affairs and Market Analysis Departments, in addition to the Legal Department. Prior to that, he served as Assistant General Counsel for Litigation for Packard Bell NEC in Sacramento, as Division Counsel for the Raychem Corporation in Menlo Park, and as a Litigation Partner at the law firm Heller Ehrman White & McAuliffe in San Francisco. He holds a Bachelor of Arts degree from Harvard University and a Juris Doctor degree from Yale University.

John Bailey serves as a strategic advisor to entrepreneurs, policymakers, and philanthropists, including the Walton Family Foundation, A-Street Ventures, and the Chan Zuckerberg Initiative. He is also a nonresident senior fellow at the American Enterprise Institute (AEI).

Mr. Bailey brings two decades of experience in public policy and philanthropy working on a range of issues related to Covid-19 response and recovery, technology, education reform, workforce development, and economic mobility. He served as a domestic policy advisor in the White House, where he negotiated the reauthorization of the Trade Adjustment Assistance program and coordinated the Administration’s effort to stabilize the Federal Family Education Loan Program during the credit crisis through the launch of three emergency programs that addressed nearly $200 billion of loans that saved the taxpayers over $10 billion. Mr. Bailey also served as Deputy Policy Director to the U.S. Secretary of Commerce, where he worked on comprehensive immigration reform and contributed to the first National Pandemic Strategy. He co-founded the strategic advisory firm Whiteboard Advisors, was a senior program officer at the Bill & Melinda Gates Foundation, and served as the VP of Policy for Governor Jeb Bush’s Foundation for Excellence in Education.

Mr. Bailey is a fellow and moderator in the Aspen Global Leadership Network and an alumnus of the American Council on Germany Young Leaders Program. He serves on advisory boards for Zearn Math, Pope Francis’ Scholas Initiative, the Bush Institute, the Center for Democracy and Technology, and Techstars. He has also served as an advisor to four presidential campaigns.

Manny Alvarez is a nationally recognized fintech, consumer finance, and banking expert with diverse experience across public and private sectors. Throughout his career, he has built new functions and harmonized innovative technologies with orthodox laws and regulations, whether in newly established regulatory agencies or hypergrowth companies. Mr. Alvarez founded BridgeCounsel Strategies LLC on the belief that responsible tech innovation can help promote equity.

Before founding BridgeCounsel, Mr. Alvarez served as California’s chief banking and financial regulator, first as Commissioner of the Department of Business Oversight (DBO) and then as the first senate-confirmed Commissioner of the Department of Financial Protection & Innovation (DFPI), which broadly regulates the state’s banking and financial-services industry. Mr. Alvarez led the efforts to revamp the state’s financial-services regulatory apparatus as DFPI in order to better regulate emerging technologies in financial services while fostering consumer protections and responsible innovation in California. These efforts resulted in the passage of the California Consumer Financial Protection Law (AB 1864), which has since become a national model for other states and regulators.

In 2020, Mr. Alvarez was tapped by the Biden Transition Team to help assess and recommend policy priorities for the Consumer Financial Protection Bureau (CFPB) to the incoming administration. This marked a homecoming of sorts as, earlier in his career, Mr. Alvarez was a “Founders Club” member of CFPB where he investigated violations of federal consumer financial laws and brought appropriate civil enforcement actions against financial institutions and individuals offering consumer financial products or services. Mr. Alvarez is also an almunus of the Consumer Law Section of the California Attorney General’s Office in Los Angeles, where he prosecuted violations of state unfair competition and false advertising laws. Mr. Alvarez’s public service experience has been enhanced by intensive operational experience in the private sector, particularly in hyper growth environments. From 2014 to 2019, Mr. Alvarez served as General Counsel, Chief Compliance Officer, and Corporate Secretary at Affirm, Inc. (NASDAQ:AFRM), a financial-technology platform providing online point-of-sale consumer financing solutions. He oversaw the company’s day-to-day legal, compliance, and government affairs functions and built the company’s most diverse team, achieving gender balance and healthy representation by people of color. During his tenure, Mr. Alvarez supported negotiation of multiple equity & debt financings with institutions including Morgan Stanley, Jefferies, Lightspeed Ventures, Khosla Ventures, a16z, Spark Capital, and Founders Fund.

Mr. Alvarez sits on the board of directors of East West Bank Bancorp, Inc. (NASDAQ: EWBC), and is a board advisor to several venture-backed fintech companies. He earned his Juris Doctor degree from UC Hastings College of the Law and holds a Bachelor of Arts, cum laude, from Cornell University. He lives with his wife and two sons in Sacramento, where he pedals up and down the American River Bike Trail and golfs poorly.

Michael Troncoso is Of Counsel at Robbins Geller Rudman & Dowd LLP. For over 15 years, he has served as a legal and strategic advisor to elected leaders and chief executives across various sectors. A former prosecutor and senior in-house counsel, he has led numerous high-stakes litigation, investigation, and regulatory matters of national dimension. His practice focuses on securities and other affirmative litigation, and he leads the Firm’s strategic planning and external affairs efforts.

Mr. Troncoso served as chief counsel and chief of public policy to then-California Attorney General Kamala D. Harris. As the Attorney General’s primary legal and policy advisor, he oversaw the department’s priority litigation, enforcement, and legislative matters. He served as lead counsel for the State of California in negotiating the National Mortgage Settlement, the largest consumer financial protection settlement in state history, which recovered $20 billion in loan relief and cash for California homeowners. He also led the state’s Mortgage Fraud Task Force and its investigations of securities law violations related to residential mortgage-backed securities. His team recovered nearly $1 billion in RMBS-related losses for California public pension funds.

Prior to joining the Firm, Mr. Troncoso served as managing counsel and chief campus counsel in the University of California’s Office of General Counsel. At UC, he oversaw litigation, regulatory, and transactional matters for UC’s hospital and health care enterprise, one of California’s largest health systems.

Earlier in his career, Mr. Troncoso served as an Assistant District Attorney in the San Francisco District Attorney’s office, worked as a litigation associate at two global law firms, and completed a judicial clerkship with the Honorable J. Spencer Letts of the United States District Court for the Central District of California.

Immediately before joining the Firm, Mr. Troncoso served as Vice President and Head of Justice & Opportunity at the Chan Zuckerberg Initiative, where he led bipartisan policy work across the country, and led the Senate transition team for newly appointed U.S. Senator Alex Padilla. Four years earlier, Mr. Troncoso led the Senate transition team for then newly elected U.S. Senator Kamala D. Harris. He also recently served as statewide chair of Senator Padilla’s judicial nominations commission.

Mr. Troncoso is a graduate of UC Berkeley and Georgetown University Law Center. He was named a California Lawyer Attorney of the Year and one of the Top 20 Attorneys Under 40 in California by the Daily Journal. He is a proud member of the Hispanic National Bar Association, the American Association for Justice, and an elected member of the American Law Institute.

Derek W. Dobson has more than 30 years of experience in the pension industry. Currently the CEO of one of Canada’s most sustainable pension plans, he serves as Co-Chair of the Canadian Public Pension Leadership Council (CPPLC) and sits on the Board of the Association of Canadian Pension Management (ACPM). He is a member of the Pension Committee of the C.D. Howe Institute and a founding faculty member of the Masters of Trust Management Standards (MTMS) at the International Foundation of Employee Benefit Plans (IFEBP).

Mr. Dobson is a featured speaker at pension conferences and a contributing author to Plans & Trusts, Benefits Canada, HR Professional, Canadian HR Reporter, Talent Canada and the ACPM Observer.

Mr. Dobson received the 2019 ACPM Industry Award in recognition of his leadership and creativity in addressing the challenges facing the Canadian retirement income system and society overall. He sits on the Toronto Region Board of Trade’s Climate Economy Strategic Council, which serves as a forum for advancing integrated climate solutions in Canada’s largest city. He continues to advocate for the social good that pensions provide and innovative solutions to expand access to sustainable and efficient pension plans.

Mr. Dobson is an Associate of the Canadian Institute of Actuaries (CIA), with a degree in mathematics from the University of Waterloo.

Christine Mullen Sweeney is the Chief Legal Officer for the Texas Municipal Retirement System and brings over 35 years of legal and pension plan experience to TMRS. She joined TMRS in August 2010 and serves as legal advisor to the System, reporting to the Board and administratively to the Executive Director. Prior to joining TMRS, Ms. Sweeney was in private practice with a large Austin-based law firm, specializing in ERISA and public pension plan matters, private investments, business transactions, and real estate law. She received her B.B.A., with Honors, in Accounting from the University of Notre Dame and her J.D. from the University of Texas at Austin School of Law. Ms. Sweeney is a member of the College of the State Bar of Texas, the American Bar Association, the National Association of Public Pension Attorneys, the Texas Association of Public Pension Attorneys, and the Institutional Limited Partners Association. Ms. Sweeney is the recipient of a 2018 First Chair Award in the category of Top General Counsel.

Jeremy Burke serves as a Trustee on the Austin Fire Fighters Relief & Retirement Fund and is a member of the fund’s investment committee. He was first elected to the pension fund board in 2010, and since elected to his first term, he has been the only elected trustee to run unopposed. The fund provides retirement, disability, and survivor benefits to 1,800 beneficiaries and has $1.1 billion in assets under management.

Mr. Burke has been serving as a professional firefighter with the Austin Fire Department (AFD) since 1999. He has held the rank of Firefighter, Fire Specialist, Lieutenant, and Captain in the Special Operations Division. The Special Operations Division is responsible for responding to incidents in Austin and the 10-county Capital Area Council of Governments (CAPCOG) region. Mr. Burke is a highly accomplished and decorated firefighter whose honors and awards include several Certificates of Commendation for outstanding acts of service, multiple Medals of Merit for saving lives through an act of rescue, a Purple Heart for surviving a significant injury while involved in an emergency incident, the 100 Club of Central Texas’ Outstanding Firefighter of the Year Award, and numerous Phoenix Awards for the ultimate service of saving a human life where the patient is ultimately discharged from the hospital.

Mr. Burke served as a Hazmat/Rescue Specialist on Texas A&M Task Force 1 for 10 years until injuries sustained in a fire kept him from continuing his service. Texas A&M Task Force 1 functions as one of the 28 federal teams under the Federal Emergency Management Agency National Urban Search and Rescue (US&R) System and as a statewide urban search and rescue team under direction of the Texas Division of Emergency Management (TDEM).

Previous to his role as Trustee for the pension fund, he served as a Union Representative, Trustee, Vice-President, and Treasurer of the Austin Firefighters Association Local 975. He is a member of the Austin Firefighters Association and the International Association of Firefighters. Prior to joining the Austin Fire Department, he served two years with the Greenville Fire Department as a firefighter. He holds a Fire Science degree and graduated cum laude.

Tim Schauer joined Houston Firefighters’ Relief and Retirement Fund (HFRRF) in January of 2022 as the Executive Director. Prior to joining HFRRF, Mr. Schauer co-led the Texas Cornerstone Government Affairs office since in 2011 at the firm’s flagship Texas office in Houston. In the early 2000s, Mr. Schauer was the government relations officer for Memorial Hermann Healthcare System in Houston. Mr. Schauer’s professional experiences include more than 30 years of public policy and advocacy work in Houston, Austin, and Washington, DC, working on a broad range of issues including health care, health insurance, public health, pension reform, tort reform, education, water financing, economic development, and craft beer. In addition to his direct advocacy efforts, Mr. Schauer specializes in public policy development with community organizations and is a recognized expert on the issues of health insurance coverage, Medicaid/CHIP funding, and health policy. Mr. Schauer grew up in Littleton, Colorado, was an exchange student and soccer player in Hannover, Germany, and attended the University of Colorado in Boulder, where he received a B.A. in Biology in 1990. He earned his Master of Science degree in Economic Development and Entrepreneurship from the University of Houston at Victoria School of Business in 2009. He is married, has two children in graduate school, and enjoys playing hockey in the senior leagues in Sugar Land, Texas.

Jennifer Esquivel Zahry serves as the Chief Legal Officer for the Kern County Employees’ Retirement Association (“KCERA”) and has worked for KCERA for nine years. She advises an 11-member board on fiduciary duties, governance matters, and governing law. She also oversees KCERA’s legal unit, which handles various vendor contracts, investment management agreements, external communications, policy development, legislative matters, and benefit determinations. Before joining KCERA, her work as a litigator included medical malpractice defense, general civil litigation, conservatorships, probates, juvenile dependency, and administrative hearings, writs, and appeals for the County of Kern. Ms. Zahry has also clerked for Eastern District of California Judge Jennifer L. Thurston. She earned her J.D. from the University of Santa Clara and a B.A. in Business Economics from the University of California at Santa Barbara.

Rhonda Goldberg is the Executive Vice-President, General Counsel for IGM Financial Inc., responsible for overseeing the legal, compliance, corporate secretarial, and regulatory affairs functions of IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel.

She has an in-depth knowledge of the legal and regulatory environment and financial services industry, with over 20 years of legal experience. Prior to joining the company, she held progressively senior positions at the Ontario Securities Commission (OSC) and was a member of the OSC's executive management team and Director of Investment Funds and Structured Products from 2010 to 2015.

Currently, Ms. Goldberg serves as a board member of Wealthsimple and is also the MFDA representative on the board of the Ombudsman for Banking Services and Investments (OBSI).  She previously served as a member of the OSC’s Securities Advisory Committee and was a member of the 2019 campaign cabinet for United Way of Greater Toronto.

Ms. Goldberg was called to the Bar in Ontario. She has a law degree from Osgoode Hall Law School. She resides in Toronto, Ontario.

Randy Bauslaugh is Co-Chair of McCarthy Tétrault’s eight-lawyer national Pensions, Benefits, and Executive Compensation practice, as well as the firm’s 45-lawyer national Pension Funds Group. Mr. Bauslaugh provides legal advice to plan sponsors, administrators, service providers, and governments on a wide range of pension and benefit matters. He is also an independent expert trustee of Canada’s largest Employee Life and Health Trust and Vice-Chair of the Canadian National Exhibition Association.

David B. Wescoe is an accomplished private and public sector executive. Since graduating from Columbia Law School, Mr. Wescoe was a corporate finance lawyer with Simpson Thacher & Bartlett in New York City, Counsel to two Commissioners of the U.S. Securities and Exchange Commission, a partner in private law practice, the Chief Financial Officer and General Counsel for an NYSE company, and CEO of one of the largest independent broker-dealers in the United States.

In 2006, Mr. Wescoe began his public sector career when he was hired by the San Diego City Employees' Retirement Association as CEO to restore its reputation after a pension scandal that resulted in the indictments of several staff and Trustees. At SDCERS, Mr. Wescoe received the "Most Admired Government Agency CEO Award" from the San Diego Business Journal; the City of San Diego Retired Employees' System's Outstanding Contribution Award for his contribution to the well-being of retirees; and the San Diego City Council declared March 9, 2010 "David B. Wescoe Day" "in appreciation of [Mr. Wescoe's] willingness and tremendous efforts to restore the San Diego City Employees' Retirement System's operational integrity and credibility." SDCERS' Board Chair said that Mr. Wescoe "took charge of this organization, created a strong management team, and filled it with qualified staff that came together to completely turn this organization around. I challenge anyone to name a governmental organization, or public company for the matter, that has accomplished such a turnaround."

Mr. Wescoe has subsequently served as the chief executive of the Motion Picture Pension & Health Plans in Studio City and the San Diego County Employees Retirement Association. Since July 2020, he has served as the Executive Director of the Texas Municipal Retirement System ("TMRS") in Austin. TMRS has more than 220,000 members and $37 billion in assets. He may be the only individual to have served as the CEO of a city, county, state, and Taft- Hartley pension system.

Mr. Wescoe is a frequent speaker on financial and pension topics and has been interviewed by The New York Times, The Wall Street Journal, National Public Radio, and Governing magazine. Among his many civic and charitable activities, Mr. Wescoe has served as the Board Chair of the University of Kansas Alumni Association and as a Trustee of Trinity School in New York City.

A native Kansan, Mr. Wescoe holds a B.A. from the University of Kansas and a J.D. from Columbia Law School.

Paul J. Geller, managing partner of Robbins Geller Rudman & Dowd LLP's Boca Raton, Florida office, is a founding partner of the Firm, a member of its Executive and Management Committees, and head of the Firm's Consumer Practice Group. Mr. Geller's 29 years of litigation experience is broad, and he has handled cases in each of the Firm's practice areas. Notably, before devoting his practice to the representation of consumers and investors, he defended companies in high-stakes class action and multi-district litigation, providing him with an invaluable perspective. Mr. Geller has tried bench and jury trials on both the plaintiffs' and defendants' sides and has argued before numerous state, federal, and appellate courts throughout the country.

Mr. Geller was recently selected to serve in a leadership position on behalf of governmental entities and other plaintiffs in the sprawling litigation concerning the nationwide prescription opioid epidemic. In reporting on the selection of the lawyers to lead the case, The National Law Journal reported that "[t]he team reads like a 'Who's Who' in mass torts." Mr. Geller was also a critical member of the team that negotiated over $26 billion in settlements against certain opioid distributors and manufacturers. Prior to the opioid litigation, Mr. Geller was a member of the leadership team representing consumers in the massive Volkswagen "Clean Diesel" emissions case. The San Francisco legal newspaper The Recorder labeled the group that was appointed in that case, which settled for more than $17 billion, a "class action dream team."

Mr. Geller recently served as a Lead Counsel in In re EpiPen (Epinephrine Injection, USP) Mktg., Sales Pracs. & Antitrust Litig., a nationwide class action that alleges that pharmaceutical company Mylan N.V. and others engaged in anti-competitive and unfair business conduct in its sale and marketing of the EpiPen auto-injector device. The case was recently settled for $609 million.

Some of Mr. Geller's other recent noteworthy successes include the largest privacy class action settlement in history – a $650 million recovery in a cutting-edge class action in In re Facebook Biometric Info. Privacy Litig., concerning Facebook's use of biometric identifiers through its "tag" feature. In addition to the monetary recovery, Facebook recently disabled the tag feature altogether, deleting user facial profiles and discontinuing the use of facial recognition software.

Mr. Geller serves on the Advisory Board of Emory University School of Law and the separate Board of The Institute for Complex Litigation and Mass Claims at Emory. He is a member of the Trial Law Institute and the Diversity Law Institute of the Litigation Counsel of America. Mr. Geller is also a member of the Supreme Court Historical Society. Additionally, he is a member of the Board of Advisors for The Center on Civil Justice at New York University School of Law. In these roles and others, Mr. Geller frequently lectures on class action and MDL issues at judicial seminars, bar conferences, and academic programs. Mr. Geller is also a member of the faculty of the Mass Torts MDL Certificate Program at the Bolch Judicial Institute at Duke University School of Law.

Mr. Geller has been rated AV by Martindale Hubbell (the highest rating available), twice named one of the nation's top "40 Under 40" by The National Law Journal, and named one of "Florida's Top Lawyers" by Law & Politics and South Florida Business Journal. He has also been named a Legend, a Leading Lawyer in America, a Leading Plaintiff Financial Lawyer, and a 500 Leading Plaintiff Consumer Lawyer by Lawdragon; a Leading Lawyer by Chambers USA; a Plaintiffs' Lawyer Trailblazer by The National Law Journal; one of Florida's "Legal Elite" by Florida Trend magazine; and one of "Florida's Most Effective Lawyers" by American Law Media's Daily Business Review. Additionally, Best Lawyers® named Mr. Geller a Best Lawyer in America and a Florida Best Lawyer in the area of "Mass Tort Litigation/Class Actions – Plaintiffs," and he was additionally chosen as Lawyer of the Year in that same category. Super Lawyers Magazine has also named Mr. Geller a Florida Super Lawyer for 15 consecutive years.

Mr. Geller earned his Bachelor of Science degree in Psychology from the University of Florida, where he was a member of the University Honors Program. He earned his Juris Doctor degree from Emory University School of Law, with Highest Distinction, where he was an editor of the Emory Law Journal, a member of the Order of the Coif Legal Honor Society, and awarded multiple American Jurisprudence Book Awards for earning the highest grade in class.