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Joan Bavaria

Joan Bavaria, founding president and chief executive officer, Trillium Asset Management

Joan Bavaria
Joan Bavaria

Trillium Asset Management is an employee-owned investment advisor for clients concerned with the social and environmental impacts of their investments. The company, founded by Joan Bavaria in 1982, manages approximately $800 million and donates 5% of its before-tax profits to charitable causes.

In 1981, Ms. Bavaria co-founded the Social Investment Forum, an organization engaged in socially responsible investing where she served as President for four years and as a board member for eight years. Ms. Bavaria is also the Founding Chair of CERES, a national network of investment funds, environmental organizations and other public interest groups working to advance environmental stewardship in the business sector. She served as Chair from 1989 to 2001 and is currently a member of the Board. Her additional board memberships include the Dean's Committee for International Development at Harvard University's John F. Kennedy School of Government, Earth Justice Legal Defense Fund, Earthday Network, Union of Concerned Scientists and Greening of Industry Network.

Ms. Bavaria has been honored by President Mikhail Gorbachev, the City of Göteborg, Investment Advisor magazine, Scientific American magazine, Global Green USA and Green Cross International,, the New England Women Business Owners (NEWBO) and Working Women Magazine.


Financial Innovation: A Risky Business?

Watch the trailer for our interactive debate exploring the value of financial markets, the interaction between government and innovation, and what role markets should play in society.

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This event was presented by Fred Friendly Seminars in partnership with the Sanford C. Bernstein & Co. Center for Leadership and Ethics, and was part of Columbia Business School’s Individual, Business and Society (IBS) curriculum.

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2014 Klion Forum

When: April 15th, 2014 6:00 PM-8:00 PM
Where: 3022 Broadway
Calder Lounge, Uris Hall (1st Floor)
New York, NY 10027

Register Now >

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Join Ms. Denise Morrison, CEO of Campbell Soup, and Ms. Ellen Kaden, chief legal and government affairs officer of Campbell Soup, for a fireside chat moderated by Professor Bruce Kogut on board governance and maintaining high ethical principles in a competitive market.

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Featured Video

With rapidly changing consumer tastes, many food companies are looking to expand their markets at home and overseas. How does an iconic American company stay relevant?

Featured Research

The Small Worlds of Corporate Governance
Identifies "structural breaks" — privatization, for example, or globalization — and assesses why powerful actors across countries behave similarly or differently in terms of network properties and corporate governance.


Program Brochure

View the Bernstein Center brochure, Ethical Challenges in Business