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Board of Advisors (in alphabetical order)
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David Berge is the President and Founder of Underdog Ventures, LLC, a company which creates and manages customized community venture capital funds, integrating socially responsible investment, community development finance and philanthropic components. Underdog Ventures was recognized as one of ten U.S. financial institutions providing especially strong benefits to the environment.
David is the former Chair of the Social Investment Forum, the trade association for institutions and professionals involved in the $2.8 trillion socially responsible investment industry in the United States. He is a former member of the Boston Federal Reserve’s Community Development Advisory Board, the Cooperative Fund of New England Advisory Board, the Equity Trust Advisory Board and the Vermont Businesses for Social Responsibility Board of Directors.
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Robert Shultz has been actively involved in institutional investment management for 35 years. He served as Managing Director of Client Relations for Trust Co. of the West and as Senior Vice President of the CommonFund responsible for domestic equity programs. His pension plan sponsor experience includes positions as Vice President of Pension Asset Management for RJR Nabisco, Director of US Retirement Funds for IBM, and pension administration at New York Telephone and Western Electric.
Bob currently wears a number of hats, including Membership Director of the Q Group, Director of Christian Brothers Investment Fund, General Motors Absolute Return Strategies Fund, and LIM Asia Arbitrage Fund. Bob also serves on the Advisory Board of Advanced Portfolio Management NY and the Investment Committee of Ascension Health, St Louis.
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Dr. Michael Swack has over 25 years experience in the fields of community economic development, development finance and development banking and is considered a pioneer in the field of community development lending and investment. He is the founder and Dean of the School of Community Economic Development (CED) at Southern New Hampshire University where he is also a professor. The School of CED is the only accredited graduate program in the United States that offers masters and doctoral degrees in Community Economic Development.
Dr. Swack has been involved in the design, implementation, and management of a number of community development lending and investment institutions. He was the first Chairman and served for 17 years as a board member of the New Hampshire Community Development Finance Authority (CDFA), a state-chartered equity fund for community economic development ventures and projects. He is a past President of the Institute for Community Economics in Springfield, Massachusetts, one of the first Community Development Loan Funds in the United States. He is the founding president and a current board member of the New Hampshire Community Loan Fund. He was a founding board member of the National Community Capital, a trade association of Community Development Financial Institutions, and a past member of the Business Council of the Federal Reserve Bank of Boston.
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Sue Toigo is the Chairman of Fitzgibbon Toigo Associates which provides third-party marketing services to traditional and alternative investment management firms. Sue co-founded The Institute for Fiduciary Education, which has been a professional development resource for over 3,000 major global fund sponsors and consultants at its seminars held throughout the world. Since 1985, IFE has provided both educational seminars and informational services to large institutional investors worldwide.
Sue is also a founder and Director of the Robert Toigo Foundation, which supports 120 minority students each year in the nation's top 17 business schools and has over 500 alumni in the financial services industry globally.
A graduate with honors from the University of California at Berkeley, she has been inducted into the Berkeley Women's Hall of Fame. Sue serves on the Columbia Business School Board of Overseers.
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