Delilah Rothenberg is a Co-Founder and the Executive Director of PDI. Delilah brings nearly two decades of experience in finance across asset classes globally – particularly public and private equities across mature markets as well as emerging markets and developing economies. Prior to PDI, she worked with private equity investors, lenders, and project developers on financing and responsible / impact investing strategies for over 12 years. Prior to the Global Financial Crisis, Delilah worked in sell-side equities with Bear Stearns and investment research with Gerson Lehrman Group (GLG). Delilah serves in advisory and board roles across several initiatives, including the Fairness Foundation, Capitals Coalition, Externality Investment Research Network (EIRN), and Taskforce on Inequality and Social-related Financial Disclosures (TISFD, where she is also a Co-founder). She is an Executive Fellow at the Rutgers SMLR Institute for the Study of Employee Ownership and Profit Sharing, a Sorenson Impact Leader, and a former Open Society Foundations Fellow.

Raphaële brings over 20 years of experience in law, economics, and finance with positions spanning academia, research, and industry. In addition to impact investing and sustainable finance, her research interests include monetary policy, shadow-banking, and the link between financial markets and wealth inequality. She has worked in fintech on innovations in decentralized finance and earlier in her career, specialized in tax structures for investment banks and private equity deals at Goldman Sachs, Ernst & Young, and KPMG. Raphaële is a former Open Society Foundations Research Fellow, and has taught courses in finance and macroeconomics at various institutions, including NYU Tandon School of Engineering, the Brooklyn Institute for Social Research, Parsons School of Design, and Drew University. She holds a Ph.D. in Economics from The New School for Social Research, and an LL.M from New York University School of Law.

Shannon Mullins brings almost 20 years of experience in corporate sustainability, societal impact and responsible business practices. Prior to PDI, she spent two years focused on advancing ESG integration throughout the investment lifecycle via private equity firm and portfolio company engagement and collaboration. Shannon was a practitioner with Deloitte’s sustainability and climate change team for seven years and held progressive internal responsibilities centered on the firm’s annual global impact reporting process during this time. Earlier in her career, Shannon provided client services related to human capital total rewards communications. Other relevant roles have included internal ESG-related advisory for business teams at Export Development Canada; philanthropic consulting services; and (actuarial) pension funding valuation activities for large, corporate clients.

Juan is a trained economist and has a background in public policy, investment banking, impact investing and innovative finance. He is also the Latin American representative o the Innovative Finance Initiative. He previously worked as an Investment Officer at Deetken Impact, analyzing investment opportunities with an impact and gender lens in the Latin American region. He also served as a Researcher for the Impact Finance Innovations Programme at the University of Oxford, where he had the opportunity to contribute to a Impact-linked Compensation research project in partnership with The ImPact, global membership community of families committed to aligning their assets with their values. Before transitioning to the impact investing and innovative finance sectors, he worked as an Investment Banker at Evercore Partners and as an economic adviser for the Mexican Ministry of Finance and the Mexican Ministry of Economy and Foreign Trade. He regularly serve as a mentor and judge in the Turner MBA Impact Investing Network & Training (MIINT), an experiential lab designed to give graduate students at business schools a hands-on education in impact investing.

Tom Powdrill is PDI’s Project Lead for Broadening Corporate Governance Participation. He has over 20 years of experience with shareholder engagement, working with both pension funds and civil society and focusing primarily on labour and workplace issues. He has been involved with numerous high-profile engagements on social issues with companies around the world. He launched Social Governance at the start of 2024 as a consultancy focusing on the interface between companies, their people, and their investors, through which he conducts his work with PDI. Previously Tom worked for PIRC as Director of Stewardship, overseeing its engagement global program on behalf of asset owners with companies such as Starbucks and Apple. He also undertook research and policy work on topics such as market concentration, competition, and mergers and acquisitions. Earlier in his career, Tom served as Responsible Investment Coordinator at the International Transport Workers’ Federation and a senior policy officer at the Trades Union Congress, working on pension and investment issues, trustee training and fund manager research.

Max Messervy is Senior Advisor of Investment Practices at PDI. In this role, Max advises PDI on developments across our workstreams to ensure that our programming is designed to meet investor needs. In parallel with his work with PDI, Max is Founder & Principal of Oakledge Advisors, an independent advisory firm working at the intersection of institutional capital, product strategy, and system-level sustainability. In this capacity, Max is also engaged with one of PDI’s partners, the Responsible Asset Allocator initiative (RAAI) in a strategic role, as well as the Responsible Financial Benchmarking Lab which was co-founded by PDI and RAAI. Previously, Max was a leader in Mercer’s Sustainable Investment team, where he worked across the institutional investor ecosystem to advance impact and sustainability-aligned solutions, and he was a member of Ceres’ Insurance Practice, working with re/insurance companies, regulators, and stakeholders to articulate the business value in addressing climate risks and opportunities strategically.