Jenn brings nearly 20 years of finance and community development work to her role as the President and CEO of Calvert Foundation.
Since arriving at Calvert Foundation in 2009, Jenn has risen from the position of U.S. Portfolio Manager to Vice President of Strategic Initiatives, then Chief Strategy Officer and now President and CEO. In her role as Chief Strategy Officer, she led the organization’s Strategic Initiatives team and its work on raising capital, developing new products and initiatives and marketing and communications. Jenn has also overseen Calvert Foundation’s wholly owned Community Investment Partners subsidiary, which offers fund and asset management services for institutional clients.
Jenn’s teams have anchored their work around the development of initiatives that combine a social issue with the power of impact investing, such as the Women Investing in Women Initiative (WIN-WIN). WIN-WIN, the only retail impact investing product available to U.S. residents that is focused on supporting organizations empowering women, was launched by the Strategic Initiatives team under Jenn’s leadership.
Prior to Calvert Foundation, Jenn worked with Nonprofit Finance Fund as the Director of the Washington Metro Area office. She has also held positions at Wall Street firms, working at Neuberger & Berman as an equity research analyst and Morgan Stanley’s London office in the Investment Banking division. She was a Peace Corps Volunteer in Gabon, Africa and also worked at the Public Theater in New York City.
Jennifer received a Bachelor of Science in Mechanical Engineering from Union College and a MBA from Columbia University. She serves on the Boards of Hitachi Foundation and Impact Assets.
Derek is an accomplished and innovative strategic thinker with 20 years of international expertise in navigating the financial markets. Derek also has extensive experience in financial, operational and strategic risk management.
Born and raised in Canada, Derek spent seven years working for Canada’s leading international oil and gas company. He built his financial foundation across that business as a controller, cash manager and corporate financier while also qualifying for an accounting license. In addition, Derek spent ten years in London with leading European businesses acquiring expertise in private equity transactions, corporate finance, hedging financial and commodity exposures, and strategic scenario planning. Prior to joining Calvert Foundation, Derek served as Senior Financial Officer at the World Bank where he led the Innovative Finance portfolio, working with governments around the world to explore and design innovative financial solutions to address problems in development.
As Chief Financial Officer at Calvert Foundation, Derek oversees all financial activity of the organization and provides strategic leadership as a partner to the CEO and Board. Derek is a 1995 graduate of the University of Calgary (Dean's List), where he earned a Bachelor of Commerce degree. Derek went on to study at London Business School where he earned his Master's in Finance in 2002. Derek served on the Audit and Finance Committee of the GAVI Alliance for three years, and on the board of the Treasury Management Association (Calgary) for two years. He currently volunteers with Honor Flight to help bring American WWII veterans to see their memorial in Washington, D.C.
Analyst, Special Projects
Danielle works with the executive team as a Special Projects Analyst. She has taken on projects that intersect many different aspects of the organization, mainly focused on increasing operational efficiencies and improving systems. Before coming to Calvert Foundation, Danielle earned a BA in Political Science, a BA in Philosophy, and a Certificate in Advanced Leadership Studies from American University. As a student, Danielle had several internships, including in the House of Representatives and for a political advocacy organization. In her free time, Danielle enjoys reading fantasy and science fiction novels.
Dina Curtis joined Calvert Foundation in April 2013 as Chief of Staff to the President & CEO. Dina brings substantial experience in financial services and trade association management. Most recently, she served as Director at the Washington, DC Martin Luther King, Jr. National Memorial Project Foundation, Inc. (Memorial Foundation). From 2005 to 2011, Dina worked along side a visionary team to build this historic memorial to honor Dr. King on the National Mall. She considers her time at the Memorial Foundation to be one of her greatest professional accomplishments to date.
In her role as Chief of Staff, Dina works directly with the President & CEO to support the mission of the Calvert Foundation. An accounting major from Memphis State University, Dina is a proven project manager and corporate liaison administrator, and is committed to contributing her experience and expertise to impact investing. She lives in Washington, DC with her husband and sons.
Christina manages portfolio risk for Calvert Foundation, as well as their wholly owned subsidiary Community Investment Partners. Adept at combining both right and left brain skills in the development of systems and structures, Christina has been credited with the innovative design of a risk-scoring system that has become the standard-bearer in risk assessment, providing continued and heightened protection to investors. Calvert Foundation’s portfolio has a repayment rate over 98%.
Christina was named President of the Board of the Finance Alliance for Sustainable Trade (FAST) International in December 2011. Since joining Calvert Foundation in 2007, Christina has been an industry leader in creating replicable models that bridge the financing gap for sustainable producers worldwide. As a champion for Fair Trade, Christina’s appointment to the FAST board is a perfect fit.
In 2009, under Christina’s leadership, Calvert Foundation became the first non-founding investor to commit to investing in the first Fair Trade fund for Latin America – FOPEPRO, the Latin American Fund for Small Producers. Two years later, the Inter-American Development Bank highlighted FOPEPRO at its Opportunities for the Majority conference, where the manager of FOPEPRO singled out Calvert Foundation, and Christina, as the first funder to believe in FOPEPRO’s vision.
Prior to joining Calvert Foundation, Christina worked on project finance and equity transactions in the infrastructure sectors of emerging markets – both for private sector companies and the International Finance Corporation. She started as an Economic Analyst at WEFA Group in the energy group, following in the footsteps of her grandfather (who helped construct a comprehensive natural gas transmission system in the U.S.) and father (who had a lifelong career at a natural gas utility company). After grad school, which included stints at International Energy Partners, IMF, Nestle Mexico, and the U.S. Export-Import Bank, Christina joined Edison Capital, a private equity group working on minority equity holdings in Latin American power companies. There she helped start up their Latin American-focused office based in DC, and invested over $7 million in Latin America. At the International Finance Corporation, Christina closed over $300 million in new deals, directing capital to projects in Latin America, Turkey, and India, while also managing an existing portfolio with $167 million in assets.
Christina received a Masters of Business and Administration from the University of Maryland and a Masters of Arts from the Johns Hopkins School of Advanced International Studies. Extending her creativity far beyond the workplace, Christina has been teaching vinyasa yoga in the DC area for several years, and she's also a semi-professional flamenco dancer. She lives in Kensington, MD with her husband and two sons.
Officer, Portfolio Analytics
Kevin joined Calvert Foundation in 2008 and currently works on Calvert Foundation’s portfolio reporting, systems development, and social performance measurement. Prior to that, he performed credit analysis and monitoring of CDFIs, affordable housing developers, and other organizations in the US portfolio. Before joining Calvert Foundation, Kevin worked as an Analyst at SNL Financial, a data provider to investment banks. Kevin graduated from the University of Virginia with a B.S. in Finance and Economics.
Vice President, Investments
Catherine Godschalk joined Calvert Foundation in July 2011 and is Vice President for Lending. Calvert Foundation channels social investment capital from more than 7,000 individual investors to CDFIs, affordable housing developers, microfinance institutions, and fair trade organizations. Prior to joining Calvert Foundation, Catherine was the Washington, D.C. Regional Office Director at Self-Help Ventures Fund, leading community development financing to support commercial real estate, affordable housing, charter schools, and other community facilities in underserved areas around the Washington, D.C. metro area.
Catherine also led Self-Help’s national Foreclosure Recovery Initiative, developing loan products and lending capital designed to support the redevelopment single family and multifamily foreclosed properties. Catherine joined Self-Help in 2005 after six years as Senior Policy Analyst in Fannie Mae’s Housing and Community Development Division, where she managed a team of analysts focused on policy and product development to support minority and low-income homeownership, combating predatory lending, and supporting efforts to end chronic homelessness. Prior to Fannie Mae, Catherine managed grant portfolios focused on affordable housing development and school-to-work educational initiatives for the SH Cowell Foundation in San Francisco, CA.
Catherine has a Master’s Degree in Public Policy from Harvard’s Kennedy School of Government and lives in Maryland with her husband and two children.
Senior Officer, Investments
Songbae supports Calvert Foundation’s end-to-end deal origination, credit assessment, and ongoing portfolio monitoring. Previously, he worked for Dresdner Kleinwort Wasserstein in their global energy investment banking group in New York City, Bank of America Securities in their real estate investment banking group in San Francisco, and Mercy Corps in their microfinance institution in Kyrgyzstan. He holds an M.B.A. from the University of Chicago and a B.S. from the University of Vermont.
Officer, Community Investment Partners
Andrew Schlack joined Calvert Foundation in 2012 and is the Director of Investments. As Director of Investments, Andrew is responsible for the origination of new loans, new product development and monitoring of credit quality. The current Calvert Foundation portfolio has more than $210 million invested in over 120 organizations.
Prior to Calvert Foundation, Andrew worked for 10 years as a Program and Loan Officer at Greater Minnesota Housing Fund, a CDFI based in Saint Paul, Minnesota. In this capacity, Andrew worked with builders, developers and communities to provide capital in the form of low-cost predevelopment and construction financing, permanent gap loans, capacity building grants, planning and technical assistance services, public policy analysis and applied research. Andrew also led GMHF program development in the areas of green building strategies, sustainable development, supportive housing with services, affordable housing preservation, foreclosure recovery and core neighborhood revitalization.
Andrew holds a Master of Urban and Regional Planning and a second Master of Architecture from the University of Minnesota. Andrew is certified by the National Development Council as both an Economic Development Finance Professional and as a Housing Development Finance Professional.
Jacqueline provides end-to-end support for Calvert Foundation’s portfolio of borrowers. She works on deal origination, credit analysis, and social and financial portfolio monitoring. Prior to Calvert Foundation, Jacqueline worked for RSF Social Finance’s lending team and the Federal Trade Commission’s Bureau of Economics. She has also done international development work in South Africa. She has an M.B.A. in Finance from the Fuqua School of Business at Duke University where she was an Impact Investing Initiative Fellow and a B.A. from the College of William & Mary in Economics.
Senior Officer, Strategic Initiatives
Beth Bafford joined Calvert Foundation in early 2014 to work on strategy, partnership development, fundraising, and capital deployment for current and future initiatives. Her main areas of focus are rebuilding iconic American cities and global health, but she loves to work on issues across Calvert Foundation's amazing portfolio.
Prior to joining Calvert Foundation, Beth was a consultant in McKinsey & Company's DC office where she focused mostly on US Health Reform strategy for large health insurers and hospital systems. She has also worked as a Special Assistant at the White House Office of Management and Budget during the drafting and passage of the Affordable Care Act, as a Regional Field Director for the 2008 Obama for America campaign, and as a Senior Associate at UBS Financial Services.
Beth is a die-hard Duke fan (go devils!), where she received both her BA in Public Policy and MBA in Social Entrepreneurship. At Duke’s Fuqua School of Business she helped launch the CASE Initiative on Impact Investing (CASE i3).
Senior Officer, Strategic Initiatives
Patrick Davis is a Senior Officer on the Strategic Initiatives team at Calvert Foundation, where he works with investors, financial advisors, and philanthropic institutions to incorporate social and environmental impact into investment portfolios. In his role on the Strategic Initiatives Team, he provides strategic, operational, and communications support to the launch and ongoing cultivation of new impact investment products and portfolios.
Prior to joining the Foundation in 2008, Patrick held positions at the Center for Student Opportunity and the Meltzer Group. He is a StartingBloc Fellow and a graduate of the CIVICUS leadership program, and he serves on the Board of Advisors for RaiseDC and UnSectored.net. Patrick is a graduate of the University of Maryland, College Park, where he received degrees in Economics, Political Science, and Latin American Studies.
Vice President, Strategic Initiatives
Margot manages strategy development, fundraising, and implementation of new investment initiatives and portfolios that target key impact areas at Calvert Foundation, such as women’s empowerment (WIN-WIN) and the revitalization of iconic cities. Previously, Margot managed a $75 million loan portfolio, originated and underwrote transactions, and developed investment strategies for Calvert Foundation’s loan portfolio.
After working in international development at Pathfinder International in Boston and Ethiopia, Margot developed an interest in social finance through working at Walden Asset Management and NCB Capital Impact.
Margot has an M.B.A. from the University of California-Berkeley, where she was a founding principal of a $1.5 million student-run social investment fund, and a B.A. from Macalester College in St. Paul, Minnesota. She is a 2013 PLACES Fellow with The Funders’ Network for Smart Growth and Livable Communities.
Officer, Strategic Initiatives
Najada works on the design, management, partnerships and communications around new investment initiatives and incubator portfolios within Calvert Foundation’s Strategic Initiatives mandate. She is responsible for the origination of new investments and management of credit quality within the incubator portfolios. This portfolio is comprised of microfinance institutions and intermediary vehicles, ventures in sustainable agriculture, and small to medium enterprises providing access to clean water and renewable energy to the base of the pyramid.
Prior to joining Calvert Foundation, Najada worked as a Project Assistant for the Central and Eastern European team at the National Democratic Institute for International Affairs. She also worked with Community Reinvestment Fund and had done international development work in Kenya, Cambodia and Albania.
She received a B.A. in Economics from Macalester College in Minnesota.
Senior Officer, Strategic Initiatives
Leigh is a Senior Officer on the Strategic Initiatives team at Calvert Foundation, focused on the design and implementation of investment initiatives based on key social impact areas, such as the Women Investing in Women Initiative launched last year. Leigh is currently leading Calvert Foundation’s work to develop a new initiative to engage diaspora communities to invest in the economic development of their country of origin or heritage.
Prior to Calvert Foundation, Leigh spent time at the National Economic Council and also worked with a microinsurance NGO in New Delhi to create an impact assessment framework for field programs. Leigh completed a Princeton-in-Asia fellowship in Hangzhou, China and holds a B.A. in Economics from Boston College.
Analyst, Investor Relations
Mary Blackford is an Analyst on the Investor Relations team at Calvert Foundation. She acts as the primary contact for all account servicing inquiries for all individual and institutional investors and financial advisors. She also handles investor reporting and communications related to the Community Investment Note Program. Prior to working at Calvert Foundation, Mary was a Development Associate at Groundswell- a clean energies non-profit in Washington D.C. Mary received a B.S. in Business Management from Babson College, where she had the opportunity to study and teach courses on entrepreneurship to high schoolers in Ghana and South Africa.
Vice President, Investment Partnerships
Justin Conway is the Vice President of Investment Partnerships at Calvert Foundation, and President of Calvert Foundation's wholly-owned subsidiary and registered investment advisor, Community Investment Partners. Justin manages the firm's financial services and distribution relationships, leads the investor relations and marketing team, and works closely with the investors and financial advisors that are at the forefront of using investment capital for social impact.
Prior to Calvert Foundation, Justin managed the Community Investment Program of the Social Investment Forum and Green America. Before that he worked on human and economic rights in both Asia and Central America. He received a Master’s in Applied Economics from Johns Hopkins University and a Bachelor’s in Sociology and Statistics from James Madison University.
Justin serves on the Board of US SIF, the membership association for financial professionals engaged in sustainable and responsible investing, as well as numerous other advisory boards and committees in the industry
Analyst, Investor Relations
Sebastian Green is an Analyst on the Investor Relations team at Calvert Foundation. He acts as a primary contact for Calvert Foundation's retail investors. He also works internally on Calvert Foundation systems and databases. Prior to working at Calvert Foundation, Sebastian had been exposed to the impact investing world through an internship with Oikocredit USA. Sebastian graduated in 2012 from American University's School of International Service with a BA in International Economics focused on Europe. He is continuing his studies at American University and is a Master's candidate of the School of International Service for International Economic Relations.
Senior Officer, Marketing
Andrew leads communications and marketing activities in support of Calvert Foundation’s thought leadership goals and investment initiatives. This includes managing Calvert Foundation’s website and email strategy, contributing to content development, and leading on and offline campaigns to various stakeholders.
Andrew most recently worked in a marketing role at SunEdison, a global solar company, and has also done international development work through the Peace Corps. He holds a B.S. in Product Design from Virginia Tech.
Senior Officer, Investor Relations
Katherine St. Onge is a Senior Officer on the Investor Relations team. She is responsible for managing relationship with investors and financial advisors to increase their understanding of Calvert Foundation’s products and services. Prior to Calvert Foundation, Katherine worked at the Aspen Institute where she focused on building entrepreneurial and early-stage investment ecosystems in the Middle East and North Africa. She also worked for Louisiana Economic Development, crafting policies and strategies to enhance the state’s economic competitiveness, and Goldman Sachs, managing both equity and fixed-income investment products. She received her Bachelor’s Degree in economics and mathematics from Bucknell University.
Senior Community Investment Note Officer, Corporate Finance
Ellen is responsible for overall management of Community Investment Notes, including monitoring Notes transactions and providing external & internal customer service. Previously, she worked as Supervisor in the Corporate Trust Department at Riggs National Bank in Washington, D.C. Ellen has a Bachelor’s Degree in Business Administration with a major in Banking & Finance.
Director, Corporate Finance
Senior Accountant, Corporate Finance
Senior Accountant, Corporate Finance
Officer, Corporate Finance
Deputy Chief Financial Officer
Humphrey Mensah has been with Calvert Foundation since 2005. He is responsible for financial statement preparation, system development, accounting, and general operational controls. Prior to joining Calvert Foundation, Humphrey spent eight years working as a financial accountant with organizations such as Aetna, KPMG, and Wynnwood Hospitality; and four years working as a financial analyst/modeler at Washington Gas Light Company and AES Corporation.
Humphrey earned his M.B.A. from Georgetown University in 2002 and has a B.S. in Accounting from the University of Texas. An avid soccer player, Humphrey coaches soccer for a youth league in his spare time. Humphrey lives in Virginia with his wife Christine and two children.
Senior Officer, Information & Technology
Shwetha manages all application software and their integration across all business units and acts as the primary liaison between business users and IT consultants/vendors. Previously, she has worked as a Business Analyst at the World Bank. She holds a M.S. in Management Information Systems from the George Washington University and a Bachelor’s degree in Industrial Engineering from Visvesvaraya Technological University.
Director, Information Technology
Richard brings 12 years of experience in telecommunications, and more than a decade in networking technologies, to Calvert Foundation. His career has been dedicated to providing complex information technology services to both non-profit and corporate sector organizations.
Before joining Calvert Foundation in 2011, Richard served as a Network and Telecommunication Administrator at Calvert Investments, where he managed multiple projects from development to implementation. Prior to that, Richard was with Siemens Enterprise Networks, where he worked closely with the technology team to diagnose, analyze, and resolve phone and network system challenges. With extensive experience in technology and a focus on strategic solution analysis, Richard brings significant expertise to Calvert Foundation.
Richard graduated Alpha Sigma Lambda from Strayer University with a Master of Science in Communication Technology, a Bachelor of Science in Computer Information Systems, and a Bachelor of Science in Computer Networks. He is also a Microsoft Certified Engineer. Richard resides in Woodbridge, Virginia with his wife and three children.
Vice President, Risk Management & Special Projects
Lauri Michel manages due diligence, underwriting, and loan monitoring support for the Calvert Foundation’s loan portfolios. Before joining Calvert Foundation, Ms. Michel was a Vice President at KEMA Advisors, a North Carolina consulting firm. She served as Vice President, Community Revitalization for the National Trust for Historic Preservation and as President of NT CDFI, Inc.
Ms. Michel has over fifteen years of experience in commercial real estate finance and managed New York City’s affordable housing development and finance programs as Deputy Commissioner for Development at its Department of Housing Preservation & Development. Ms. Michel is a Trustee of the National Trust Community Investment Corporation, serving on the Investment, Governance, and Subsidiary Oversight Committees. She is also a Board member of the Historic Hillsborough (NC) Commission.
Ms. Michel holds a B.A. from the University of Pennsylvania and a M. Arch. from the University of California, Berkeley.
Sheila Saxton joined the Calvert Foundation in January 2013 to manage the loan servicing and loan administration responsibilities. Prior to joining Calvert Foundation, Sheila was at Fannie Mae for 11 years, where she was a Director in Fannie Mae’s Multifamily Division, managing a team of Portfolio Administration professionals. Before arriving at Fannie Mae, Sheila was a Vice President of Loan Administration at Bank of America’s Community Development Group. Sheila has a strong background in real estate loan administration with an emphasis on construction monitoring. Sheila attended University of Maryland University College and lives in Southern Maryland.
Director, Risk Management