Total Impact Portfolio Challenge

Team

Good Capital Project & Wharton Social Impact Initiative

Good Capital Project

Good Capital Project is collaborative project to drive more capital towards purpose-driven investments.

Wharton Social Impact Initiative

The Wharton Social Impact Initiative advances the science and practice of social impact through rigorous academic research, training, and outreach.

 

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Bob Caruso
Chairman & Managing Partner

Bob is Managing Partner and Chairman of Intentional Media, parent company of SOCAP, Conscious Company Media, Good Capital Project, and other aligned brands. He is Founder and Chairman of The Human Elevation Company, a global media and digital technology company; and is the Founder of Kantian Social Ventures, an investment company that invents, incubates, and invests in a new generation of purpose-driven companies. Prior to these positions, he was President of Select Equity Group, Inc., which manages more than $24 billion in client funds. Prior to Select Equity, Bob was a Managing Partner, Chief Operating Officer, and a member of the Board of Directors of Highbridge Capital Management. Highbridge managed more than $40 billion in AUM. Prior to Highbridge, he was a Managing Director, Chief Financial Officer, and the Treasurer of Robertson Stephens, a San Francisco-based global investment bank. He lives in Princeton, New Jersey with his wife Michelle and five kids. (He is regularly seen running around to various soccer and lacrosse games in the Princeton area.)

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Katherine Klein
Vice Dean

Katherine Klein is the Vice Dean for the Wharton Social Impact Initiative. In this position, Klein shapes WSII’s vision and strategy for social impact projects, partnerships, initiatives and faculty engagement at Wharton. Klein is the Edward H. Bowman Professor of Management at Wharton. She teaches on leadership, social impact, and research methods. 

Her courses include MGMT 893, a Global Modular Course titled “Conflict, Leadership, and Change: Lessons from Rwanda”; the pilot executive MBA course “Social Impact Knowledge for Action”; and a doctoral seminar on research methods in management. She is a Fellow of the Academy of Management, the Society for Industrial and Organizational Psychology, the American Psychological Association, and the Association for Psychological Science.  Her research explores Leadership, Diversity, Teams and Social Networks; Levels of Analysis Issues in Organizational Theory and Research; Innovation and Technology Implementation; Employee Ownership: ESOPs and Employee Stock Options; among other topics. Her research appears in numerous top journals including Administrative Science Quarterly, Journal of Applied Psychology, the Academy of Management Journal, and the Academy of Management Review. Professor Klein received her B.A. in Psychology from Yale University and her Ph.D. in Community Psychology from the University of Texas at Austin.

 
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John Morris
Managing Partner

John is Managing Partner of Intentional Media, parent company of SOCAP, Conscious Company Media, Good Capital Project, and other aligned brands. Previously, John co-founded Snowden Lane Advisors, a wealth management firm currently with $3.5 billion in assets. He also co-founded Clearbrook Global Advisors, an institutional asset management advisory firm that grew assets to over $20 billion in AUAs. Earlier, John spent 23 years at Merrill Lynch, 15 years working with clients in London and Dubai, then New York where he was Chairman of Latin America and Head of International Product and Marketing. He and his wife live in Princeton, New Jersey, and are thrilled about the newest edition to their family, a grandbaby.

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Sherryl Kuhlman
Managing Director

Sherryl leads the Wharton Social Impact Initiative at the University of Pennsylvania’s Wharton School. Drawing on “business strategies for a better world,” Sherryl is strengthening the impact investing ecosystem, with a specific focus on impact assessment and innovative finance. Kuhlman approaches her role with a blend of nonprofit and academic experience, informed by more than 10 years of involvement in social impact management, partnership development, outcomes measurement and strategy. She joined the Wharton Social Impact Initiative in October 2010, and has a Ph.D, in Ethics and an M.B.A. from the Wharton School.

 
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Sharadiya Dasgupta
Managing Director

Sharadiya is Managing Director of Good Capital Project. She has worked across asset management firms in institutional client businesses, and in corporate banking. She aims to leverage her experience and learning of "mainstream" financial services in her current pursuit of enabling capital movement towards segments that need it the most.  She has a BSc in mathematics and statistics, an MBA from Indian School of Business, and an MPA with a focus on economic policy from Columbia University. She lives in New York City.

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Nick Ashburn
Senior Director, Impact Investing

Nick Ashburn is the Senior Director for Impact Investing at the Wharton Social Impact Initiative, where previously he was also the Director of Special Projects for Impact Investing. He has been a Lecturer in the School of Social Policy and Practice at Penn and has taught Social Entrepreneurship at the LBJ School of Public Affairs at the University of Texas-Austin. Nick has worked on projects with major foundations, government agencies, large financial institutions, and corporations on diverse projects ranging from innovative finance for social impact, design thinking for poverty alleviation, and education in developing countries. He holds a master’s degree in international educational development from the University of Pennsylvania and is also fluent in German. Nick is a co-author of “Great Expectations: Financial Performance & Mission Preservation in Impact Investing” and also co-hosts “Dollars & Change” on SiriusXM Channel 111 – Business Radio powered by the Wharton School – a show dedicated to the intersection of business and finance for social impact.

 
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Helen Sacco
Intern

Helen is an intern with the Good Capital Project team. She is an MPA graduate student at NYU Wagner studying Social Impact, Innovation, and Investment. Her background is working with non-profit organizations helping low socioeconomic populations break the cycle of generational poverty. She spent 2 years working for a non-profit organization in Tampa, FL helping homeless, unaccompanied youth and young adults gain financial opportunities to afford higher education. She also worked for a non-profit organization in NYC helping low-income students achieve financial literacy by developing innovative programs.

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Tyler Hoffman
Team Coordinator

As Team Coordinator, Tyler Hoffman brings a high level of customer service, creativity, and resourcefulness to facilitates the administration and execution of WSII projects, events, fellowships, and speakers. His expertise and dedication in this position earned him Penn’s Pillars of Excellence award in 2016. After receiving his BA from West Chester University, Tyler served as Theater Director and coordinator for a K-12 training program in the Greater Philadelphia Area and New Jersey. He also helped to found a Philadelphia based theatre company and is a previous Actors Equity Association candidate. He brings this varied experience to help grow an increasing number of WSII activities.