R. PAUL HERMAN
HIP INVESTOR Inc.; HIP Investor Ratings LLC
CEO + Founder * Chief Investment Officer * Portfolio Manager * Series 65 Investment Adviser
An internationally recognized expert in impact investing, Herman invented the “HIP = Human Impact + Profit” ratings system more than a decade ago, in 2004 when investors asked how to create more human impact with their for-profit portfolios. HIP Investor Ratings show that portfolios and companies can realize lower risk, enhanced returns and profit potential, and build a better world — by focusing on the root-cause drivers of value creation, which include human (customers, employees), social (trust, governance) and environmental (energy, water) factors, and their associated impact on profit. The HIP Investor team rates and ranks more than 32,000+ investments and funds globally, including nearly 5000 companies worldwide, and 26,500+ issuances of bonds (municipals, sovereigns and agencies). HIP’s Ratings reveal undiscovered risks and potential sources of untapped returns. Like Morningstar’s 5-star ratings system for companies and funds, HIP Investor’s Ratings (a 100-point scale) are licensed by investors, advisors, fund managers and retirement plans (401-k and 403-b). HIP Ratings cover all asset classes — including stocks and bonds, public and private, muni bonds, private equity and notes, real estate properties and funds, real assets and farmland, cash, artwork and hedge funds. With the HIP Ratings methodology, all asset classes can be scored and rated on quantifiable metrics of sustainability and how they drive financial performance – and thus can benefit investors (individuals and families, family offices and foundations, institutional and qualified investors) as well as advisers, brokers and consultants (in their fiduciary duty to assess risk and seek enhanced returns).Herman and the HIP team manage the HIP Portfolios – the HIP 100, the HIP Sustainable Real Estate, the HIP Preferred Stock folio, the HIP Best Companies to Work For folio — as separately-managed accounts (available for investors on platforms like the 9000 advisors on EQIS, as well as Folio Institutional). HIP’s indexes can be licensed by fund managers, advisors, and institutional investors.
Herman’s landmark book, The HIP Investor: Make Bigger Profits by Building a Better World is published by John Wiley & Sons, swiftly became a top 20 business book bestseller in April 2010 for Inc. magazine / 800ceoRead.com, and is now integrated into 26 university curricula for MBAs, MPAs and undergraduate students. HIP’s industry rankings have been featured in Fast Company in 2007, 2008 and 2010. HIP has also advised corporate clients, like Walmart and NIKE, on how to be more HIP.
Herman’s financial expertise began with his Wharton School finance degree and corporate advising at McKinsey & Co. developing incentive regulation for energy companies and regulators. Herman’s strategic advisory and implementation leadership for Fortune 500 corporate clients and government continued at CSC Index. At eBay founder Pierre Omidyar’s Network, Herman designed investment strategy that also enabled high human impact, including venture-backed growth companies. Herman led Ashoka.org’s fundraising and partnerships as Chief Development Officer globally, expanding its donations and entrepreneurial networks.
Herman’s first pioneering venture reached 30,000 customers by creating a financial system for families, teens and kids, a $200 billion market that included shopping, saving, investing and donating — including a permission-based online debit card for families and channel partners.
Herman’s own HIP investing – including investing in the HIP Portfolios – covers microfinance, sustainable food, renewable energy, affordable health care, and transparency and trust-facilitating systems. Herman is an Investment Committee member of the Patient Capital fund, and an advisor to (and lifetime member of) Net Impact, a network of 20,000 professionals, MBAs and students worldwide. Herman is also an advisor to SASB.org: the Sustainability Advisory Standards Board.
Herman is an adjunct professor teaching MBAs at Thammasat Business School in Bangkok, Thailand, and a visiting lecturer for MBAs, including the Presidio MBA Graduate School in S.F. Herman’s wife Gayle Keck is an expert travel and food writer, and they live in the sunny part of San Francisco.
* For information on scheduling R. Paul Herman for a speaking engagement, CLICK HERE to fill out our contact form.
To read features authored by Herman and the HIP team, explore these media hubs:
- Equities.com: http://www.equities.com/community/33838-hip-investor/profile
- TheCRO.com, http://www.thecro.com/?s=paul+herman
- Huffington Post, http://www.huffingtonpost.com/r-paul-herman/
FABIAN WILLSKYTT, MBA, Series 65 Investment Adviser; SVP, Impact Investing Analytics + Client Solutions
Fabian systematically researches and analyzes the human, social and environmental impacts of companies, governments and non-profits issuing securities, which all garner a HIP Rating. Fabian co-architects and simulates investment portfolios to seek higher human impact and financial resilience. Fabian is an MBA graduate from San Francisco State University, with a focus on sustainable business practices and economic development. Fabian has been a top-10 worldwide finalist in Morgan Stanley Sustainable Investing Challenge. Prior to joining the HIP team, Fabian consulted with social enterprises in the U.S. and abroad. Fabian also teaches an undergraduate course in Sustainability & Innovation at San Francisco State University.
DANIELLE SALAH, MBA; VP, Product Development + Impact Investing Analytics
Danielle builds and manages our database of impact metrics on municipal bond issuers, and uses the data to create customized solutions that add value for our clients by providing them with smart data which drives higher impact investment decisions. She received her MBA in Sustainable Management from Presidio Graduate School, where she focused on tech-enabled solutions for impact investing. She was previously a Climate Corps Fellow with the Environmental Defense Fund where she focused on bringing energy efficiency solutions to public school districts on the east coast. In previous roles, she has worked to further sustainability in the industries of technology, entertainment, and higher education.
MEGAN MORRICE, MBA, Series 65 Investment Adviser; Client and Partnership Development
Megan leads Client and Partnership Development at HIP Investor, where she identifies and creates partnerships with like-minded brands and educates clients on how HIP’s offerings can help them make more money and have a greater impact. Megan also is engaged with portfolio development and the publishing of the results of HIP partnerships. She has experienced firsthand the positive impact that companies have when investing where their values are. Her financial services background working as a Financial Advisor for Metlife and as a wholesaler for Leisure, Werden & Terry Agency allowed her to work with clients and understand the internal challenges faced in the financial services industry. In 2015, she did a fellowship at Confluence Philanthropy, an international network that helps move philanthropic capital in the direction of mission-aligned investing. She holds an MBA in Sustainable Management from Presidio Graduate School. Megan is passionate about helping individuals and organizations understand their financial options, align their money with their values, and create financial products that best serve the needs of people.
ZACHARY WORTHINGTON, MBA; Vice President, Operations and Finance
Zach leads the internal accounting processes and supports both client reporting and 401k business development. Prior to starting at HIP, Zach spent years as a food-related entrepreneur, from designing a commercial aquaponics system to opening a wine bar. Zach earned an MBA from Presidio Graduate School where his interest in social change was converted into a lifelong personal integration. When not fighting for increased transparency in capital markets, Zach can often be found in the kitchen or on a basketball court.
NICK GOWER, Manager, Impact Investing Analytics + Client Solutions
Nick manages HIP’s corporate and private venture evaluations and related consulting, client development and market research, and industry-wide awareness-building. Nick also is engaged with HIP’s client development, marketing, and publishing of HIP perspectives. Prior to HIP, Nick consulted to angel investing and social venture facilitators (including Investors’ Circle & SVN). Nick has also consulted to traditional financial services companies in asset management, business development, and fund creation. Nick’s focus on human impact has been inspired by his volunteering as a trail worker for the Golden Gate National Parks. Nick studied Economics and Psychology at the University of North Carolina, Chapel Hill, and has conducted social psychology and behavior economics research at both UNC and UCal-Berkeley.
DAVID SHUGAR, MBA candidate, Impact Analyst
David provides research and analytical support to further develop the HIP ratings system and increase coverage of impact metrics across asset classes. David is currently a M.B.A. candidate at Presidio Graduate School, with an emphasis on sustainable management and impact investing. Prior to joining HIP, David worked as the Energy Program Associate at As You Sow, focusing on shareholder engagement with electric utilities and the oil & gas industry on environmental, social and governance issues. David holds a B.S. in Applied Physics from UC Santa Cruz, which included a thesis project on testing an innovative solar power technology. David’s passion for impact investing is also inspired and informed through previous roles in sustainability non-profits and clean technology companies.
WANTONG JIANG, MPA; Impact Analyst
Passionate about impact investing, Wantong helps build and visualize our REIT database and is a leader in developing marketing strategies and solutions. She brings international expertise to the team with her bachelor’s degree from Shanghai International Studies University, where she received her Bachelor’s Degree in Information Management and Systems. While in China, Wantong actively worked with international NGOs and social enterprises, and is a strong believer in global citizenship and using the power of technology for social innovation. She is currently a second-year MPA student at the University of Georgia where she specializes in Public Finance.
CLIENT-SERVICE PARTNERS of HIP INVESTOR
JOY PETTIROSSI-POLAND, MS, Senior Advisor, HIP Investor
President & Consultant Building Bridges 2012 LLC
Business Development Strategist
Sustainable Business & Investment Models
Creator MVP™ (More Value & Profit) Program
MVP™ 401(k) Sustainability Assessment & 401(k) “Know What You Own” Education Program
Joy has her BA in Psychology from Boston University and her Master of Science MS from Central Connecticut State University.
Professionally, Joy has worked with Investment Advisors and CPAs for over 25 years as an expert in business development strategies, brand differentiation, building strategic alliances and crafting CPE and professional development forums. In 2012 Joy created the MVP (More Value & Profit)™ Program designed to help CPA’s, wealth advisors and business owners create more profitable and sustainable businesses. In 2014 MVP in collaboration with Providence College launched the first “Intangibles Valuation Committee” Task Force through the Rhode Island Society of CPA’s – the first of its kind in the country. In May of 2015 Joy was named Founding Committee Member and Business Liaison for RISCPA’s new “Sustainable Value Committee”.
Joy created the MVP C-Suite Sustainability Challenge an ongoing educational series and training program offered at the Atrion Educational Center at RISCPA. Joy has spoken at the XPX BOSTON Exit Planning Exchange event “How to Make Intangible Value Tangible” which she designed and delivered and XPX Connecticut, “The Upside of Building Partner Value in your Firm; an intangible value primer for owners of CPA Firms, Law Firms and Consulting Firms as a panelist. She has presented her MVP program at the Wharton School of Businesses “New Metrics for Sustainable Business” conference and twice times at MIT’s Sloan School of Management’s Annual “Sustainable Investing Conference” Building Bridges and HIP Investor’s collaborative 401(k) sustainability assessment and scoring work was featured in September 2014 at the Sustainable Business New Metrics Conference at MIT. Joy’s MVP Program and Intangibles Task Force work has been featured in the CPA Journal, Accounting Today, Sustainable Brands Magazine, CR Magazine and the Providence Business News.
In addition to her business coaching Joy does consulting and volunteer work for schools that are exploring how to build child-centric, experiential curriculums that integrate emotional intelligence and environmental literacy to better engage students, improve learning, increase cognitive performance and enhance overall wellness and empowerment.
YELENA DANZIGER, JD, Senior Advisor
Yelena advises HIP on strategic pathways to growth. Prior to HIP, she spent 10 years as a corporate and licensing attorney with significant experience providing advice on legal and business strategy to senior technology and life sciences executives. Her background in corporate law equips her with strong analytical skills and extensive knowledge of corporate structure and finance, while her passion for social responsibility and impact investment is deepened through coursework towards a Certificate in Sustainable Management at Presidio Graduate School with a focus on sustainable strategy, finance, and capital management. Yelena was a Chancellor’s Scholar at UC Berkeley, and holds a J.D. from UC Hastings College of the Law.
LIH-HANN CHIU, Client and Product Development
Lih-Hann advises HIP Investor on client development with a focus on quantitative hedge funds. As one of the first employees at financial technology provider Revere Data,LLC (acquired by FactSet Research Systems), he led Revere’s research, product development, partnership management, operations, and client development efforts targeting multiple financial services sectors including quantitative trading.
Having developed products and tailored solutions in mature, growth stage, and business turnaround environments for a variety of industries such as financial services, maritime shipping, logistics, energy, manufacturing, agriculture, retail, and U.S. Government agencies, Lih-Hann specializes in applying robust and diverse mental models to problem solving.
Lih-Hann has a B.S. in Computer Science from San Francisco State University, and currently lives in New York City with his wife Seol Park, an art industry marketing consultant, agent, gallery manager, and business advisor.