Massachusetts corporations are far behind Europe and other regions of the USA in implementing the Corporate Social Responsibility framework, a series of social impact measures that actually enhance financial results over time, and investors seem to be taking notice.


In this virtual panel discussion you will hear from a fund manager on how investors are directing investments into positive impact focused companies, a corporate leader whose organization is refocusing resources into this area, and a consulting firm with pragmatic advice on how and why to facilitate some of these transitions.


This program is presented by the MA Business Roundtable and the HBS Association of Boston, with support from ForFuturing


Webinar Information 

Date:  Wednesday, Nov. 17th

Time: 12:00PM - 1:00PM EDT

This event will be held on Zoom.  Your webinar link will be sent the morning of the event at 9:00am from  If you do not receive this email, please contact

Lucy Pérez (Moderator) - Senior Partner | McKinsey & Company

Katie Howard - Senior Global Director of Sustainability & ESG | AB InBev 

Ed Morata - Co-founder | ForFuturing

Jackie Vanderburg - Head of Sustainable & Impact Investment Strategy | Bank of America 



Pricing Information 

HBS Association of Boston Members - Complimentary

Non Member - Complimentary


Lucy Pérez (Moderator)

Senior Partner | McKinsey & Company

A former cancer researcher, Lucy brings a strong technical background to her work with organizations across the life-sciences sector. Since joining McKinsey, she has partnered with CEOs and top teams at leading organizations across North America, Europe, and Asia. She leads our evidence generation work within the Life Sciences Practice, helping clients generate and apply research insights, clinical data, and real-world evidence to maximize patient benefit, demonstrate product value, and catalyze innovation.

Whether working with established pharmaceutical companies to hone R&D investments and optimize commercial operations, or advising healthcare providers on growth and innovation, Lucy takes a strategic, long-term perspective. Given her background in oncology, she often works with clients in the optimization of asset-development and commercialization plans as well as improving specialized-care delivery approaches.

Examples of her recent client work include the following:

  • advising a biopharmaceutical company setting clinical, regulatory, and medical strategies for a suite of treatments for infectious diseases and oncology
  • supporting a leading pharmaceutical company through digital transformation to transform how it engages with customers, applies advanced analytics, and embeds agile ways of working
  • assessing internal and external portfolio-productivity and pricing models to optimize the R&D strategy and redesign the organization for a top pharmaceutical company
  • developing a corporate growth strategy for a top US cancer center
  • designing an operating model for a new innovation center at a major academic medical center to boost the translation of biomedical research into clinical-care solutions
  • designing a US regional commercial model for the field force of a leading pharmaceutical company to better respond to the needs of integrated health systems

In addition to her client service, Lucy co-leads our North America Hispanic Latino Network, a platform for consultants and Hispanic and Latino leaders to connect and build community as well as advance their professional development.

Before joining McKinsey, Lucy was a research fellow at Memorial Sloan-Kettering Cancer Center, where she was involved in the development of novel treatments for solid tumors. She was also a Howard Hughes Medical Institute research fellow at Harvard University while completing her doctoral studies. She is co-inventor on multiple patents and has published in peer-reviewed journals.



Katie Howard

Senior Global Director of Sustainability & ESG | AB InBev

Katie Hoard is AB InBev’s Senior Global Director of Sustainability and ESG based in Leuven, Belgium.  In her role, she works closely with AB InBev’s Global Finance team on Environmental, Social, Governance (ESG) engagement and engages across teams in the organization to lead the company’s ESG disclosure. Additionally, Katie is responsible for the global strategy to achieve the company’s Smart Agriculture 2025 Goal, working with Procurement and Supply teams to build resilient, responsible agricultural supply chains globally through partnerships and the development of innovative solutions. Prior to joining AB InBev, Katie worked in politics and commodities regulation in Washington, DC.  She earned a Bachelor’s degree in International Finance from the University of Arkansas, a Master’s degree in Comparative Politics from the London School of Economics, and an MBA from Columbia Business School in New York.



Ed Morata

Co-founder | ForFuturing

Ed is co-founder of ForFuturing, a consultancy firm that specializes in advising commercial enterprises, financial institutions, non-profits and multilaterals in their processes of creating protocols and managing their activities in ESG / socially accretive operations. Operations are in Latin America, the USA and Europe. 

He is also a co-founder of Eneas Alternative Investments, a private equity firm focused on unlocking value in firms located in the Iberian Peninsula and heading up their international operations located in the US. He is involved in investment relations with responsibility over the Americas and direct involvement in strategic management and investment processes. 

Since 2018, Edvaldo has worked as a Senior Advisor of the Ibero-American General Secretariat in its project of creating a taxonomy for the Fourth Sector for Ibero-American countries. During the 2014 / 2016 period he was the Managing Director of the Perlmutter Institute for Global Business Leadership, associated with the International Business School of Brandeis University, where he spearheaded the project of creating a series of courses on Impact Management and Impact Investing.

Jackie Vanderburg

Head of Sustainable & Impact Investment Strategy | Bank of America

Jackie VanderBrug is a Managing Director and Head of Sustainable & Impact Investment Strategy for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, she is responsible for driving sustainability through the investment process including thought leadership, strategy development, client experience and portfolio construction for individuals, institutions and foundations supporting both Merrill and Bank of America Private Bank. She believes that all investors should understand their power to have impact through their investments. 

Prior to joining Bank of America, Jackie was Managing Director at Criterion Ventures, where she worked with high-net-worth individuals and non-profits on impact strategies and led the development of the field of Gender Lens Investing; she also led Business Development for the technology firm iBasis; and, co-founded WORK IN PROGRESS, a non-profit social enterprise focused on career development for underprivileged youth. She started her career as a domestic policy analyst for the U.S. Congress and as a strategy consultant for Fortune 500 firms at CSC Index. 

Jackie received her M.B.A from the Ross School of Business at the University of Michigan and her B.S. in Mathematics from Calvin College. Jackie is an Aspen Institute First Mover Fellow and serves on the Board of the Trustees of the Donations. Jackie has co-authored a book and published many articles within the sustainable and impact investment arena.