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SEI Leadership Council

The SEI Leadership Council (SEI-LC) was formed in 2012 to ensure that its teaching, research and outreach activities are closely tied to the real issues facing the world. The following members are actively involved in leading social economy initiatives and provide valuable insight for the SEI.

Jeffrey Baikowitz, President of Essentia Technologies, SEI Leadership Council Chair

Jeffrey Baikowitz is President of Essentia Technologies which focuses on green chemistry. As a serial entrepreneur, Jeff also manages six other companies that he co-founded, including Victoria Park and three award-winning restaurants in the city. Jeffrey is a Quantum Shift Fellow, recognized by KPMG and the Richard Ivey School of Business in 2005 as one of Canada’s top 40 entrepreneurs. In 2005, Jeffrey was selected to participate in Harvard Business School’s Social Enterprise Initiative seminar on Governing for Nonprofit Excellence. Jeff is a past-Chairman of Street Kids International. During his term as Chair, the UN selected Street Kids International as one of the world’s leading youth serving organizations. He is currently the Chairman of Leave Out Violence (LOVE) Central, an international NGO that helps prevent violence in the lives of youth and their communities.

Nathalie Bernier, Managing Partner at KPMG Montreal

Nathalie Bernier, Managing Partner at KPMG Montreal, has taken up the causes of several major organizations in Montreal and has been active in the community since the beginning of her career. She is currently a Member of the Board of the Québec Federation of Chambers of Commerce (FCCQ), a Member of the Desautels Faculty Advisory Board and a supporter of the Montreal Junior Chamber of Commerce (JCCM). She also serves on the Boards and Finance Committees of the Montreal Institute for Clinical Research (IRCM) and the Montreal Women’s Centre (CFM). Nathalie is a Desautels BCom ‘86.

Marina Boulos-Winton, Non-Profit Consultant

Marina Boulos-Winton is a consultant in Non-Profit Management and Fundraising. She has over 25 years of experience managing charities in Canada and the US, and her experience ranges from small, local start-ups to national organizations and, in particular, organizations going through transformational change. Her expertise lies in the areas of: re-designing business models and programs, revenue development, and leadership & governance. Between July 2009 and December 2012, she was the President and CEO of the Foundation of Greater Montreal (FGM). Under her leadership, its investment fund increased from $86 million to $136 million, and it provided more than $5 million in grants over the course of three years. Prior to this, she worked in New York City for 12 years, and was the Executive Director of High Water Women Foundation, President and CEO of the national “I Have a Dream” Foundation®, with chapters in 20 states, an Assistant National Executive Director of the YWCA of the USA, and earlier held senior executive positions with the national fundraising consulting firm, CCS Fundraising Inc. and with United Way of New York City. Between 1993 and 1997, she was Executive Director of Le Bon Dieu Dans la Rue, an organization serving homeless and runaway youth and prior to this, served as Executive Director of Tel-Aide, Greater Montreal’s 24-hour crisis line. She is currently on the Board of Directors of Projets Autochtones du Québec, the Selwyn House School, Association des professionnels en gestion philantropiques du Quebec (APGP) and is on the Executive of Committee of the Montreal Chapter of the International Women’s Forum. Marina has a BA (major in Psychology) and a Graduate Diploma in Applied Management from McGill University.

Jeremy Clark, Managing Director at Clark Hetherington Financial Ltd.

Jeremy Clark has worked in all areas of the Waddell & Associates enterprise, including personal and corporate tax, financial planning, estate planning, investment management, and the creation and marketing of private placement investment syndicates. In 2007, Mr. Clark and Jennifer Hetherington purchased Waddell & Associates and renamed it Clark Hetherington Financial Ltd. Since then, the firm has grown to the point where it manages close to $150 million in assets and has a large tax and financial advisory practice which serves many Canadian business leaders. Mr. Clark is a Fellow of the Canadian Securities Institute. He is past President of the McGill Alumni Association of Calgary, and is also a past Regional Director of the McGill Worldwide Alumni Association. He has established scholarships with McGill University, is on the board of the Calgary Philharmonic Orchestra Foundation and is one of the founding families of the Calgary Police Foundation.

Milla Craig, Leader, Sustainability - Québec Region at Deloitte

Milla Craig, Leader in Sustainability - Québec Region at Deloitte, has over 15 years in Institutional Equity Sales with Scotia Capital, RBC and BZW. Over that time she built a reputation for anticipating trends and designing and implementing successful investment strategies including the China strategy at Scotia Capital. Milla believes the next generation of investing is Sustainable Investing. Today, she’s regarded as a leading expert in the field. As a strategic advisor, consultant, industry analyst, workshop leader and speaker, Milla is now bringing her unique perspective and practical approaches on Sustainable Investing to corporations, asset owners and asset managers.

François Delorme, CEO of François Delorme Consultation

François Delorme, CEO of Francois Delorme Consulting Services and an independent economist, used to be Chief Economist at Industry Canada and has spent nearly 20 years in several senior management positions at the federal Department of Finance. François also spent five years working as Senior Economist at the Organisation for Economic Co-operation and Development (OECD) in Paris. Prior to joining the OECD, he had been a researcher at the Economic Council of Canada. He has also taught econometrics at the Department of Economics at the University of Ottawa. François, who has published numerous articles in scientific journals, is a former President of the Quebec Economists Association. As a consultant, he is now working with several local industrial clusters as well as providing analysis and strategic advice to several non-profit and community groups focused on social welfare and employment. He sits as a board member of the Génération d'idées Youth group, a non-profit organization promoting the social engagement of young professionals. He has also been recently appointed on the board of the Société des Arts Technologiques.

Ann Jackson, Co-Founder of Jackson-Martin

Ann Jackson, Co-Founder of Jackson-Martin, brings 30 years of experience as a portfolio manager, financial analyst and sales professional in the investment management business. For the past decade, as a portfolio manager at Phillips, Hager & North Investment Management, Ann specialized in providing a unique client service model to the firm’s non-profit/charitable clients. Ann is a past Board Member for the North York General Hospital and is currently on the Investment Committee of Women’s College Hospital Foundation as well, as a member of the Advisory Committee for the Master’s of Philanthropy and Nonprofit Leadership at Carleton University. She is a graduate of the Institute of Corporate Director’s Governance Essentials Program for Non-for-profit Organizations. Ann co-authored the paper “An Overview of Impact Investing” published by PH&N in 2010.

Robert Kleinman, Executive Director of the Montreal Jewish Community Foundation

Robert Kleinman, Executive Director of the Montreal Jewish Community Foundation, specializes in tax-assisted giving and has written numerous articles on the subject. Robert has published the JCF Gift Planning Handbook (available to the public at www.jcfmontreal.org). He is Past-President of the Conseil de la Philanthropie du Québec, of the Table Ronde du Québec of the CAGP, of JIAS Canada and JIAS Montreal. In his previous career, he was Partner in charge of tax of the former Westmount office of Ernst & Young. He is married to Alice Herscovitch, Executive Director of the Montreal Holocaust Centre and has two children Valerie and Brahm.

Daniel Lalonde, Portfolio Manager at National Bank Financial

Daniel Lalonde, Portfolio Manager at National Bank Financial, has over 25 years of experience in the financial services industry. He is a member of the executive committee for the annual Cystic Fibrosis ball of the Québec Cystic Fibrosis Association, which he chaired in 2009. He is President of the McGill Management Class of 1976, a member of the McGill Alumni Association and the Faculty of Music Advisory boards, Chairman of Friends of McGill Jazz, and a board member of Bishop’s College School.

Dr. Charles Lusthaus, Co-Founder of Universalia

Charles Lusthaus, Co-Founder of Universalia, is an expert in management, organizational theory, and institutional evaluation and change with over 35 years of experience in organizational development and evaluation in Canada and internationally. Charles retired from the Faculty of Education at McGill after 33 years of service as an Associate Professor. He is one of the authors of Organizational Assessment: A Framework for Improving Organizational Performance, which was the culmination of over 20 years of fieldwork and research on this topic. Charles continues his research activities at Universalia, and is exploring approaches to the evaluation of new organizational forms such as international partnerships and networks.

Fiona MacFarlane, Co-Founder of WIFI Canada (Women Investing For Impact)

Fiona MacFarlane, Co-Founder of WIFI Canada (Women Investing For Impact) was established in 2011 to examine the potential of impact investing, and aims to increase access to resources and support for the social sector by enabling not-for-profits and social entrepreneurs through impact investments and sustainable business models. Fiona has occupied marketing, operations and technology leadership roles in the publishing industry and more recently, has been involved in the evaluation and review of technology based solutions for the healthcare sector. Fiona is now working with the Desautels MBA Career Services team in Business Development and as Manager of the MBA Mentoring Program. She holds a BA and MBA from McGill.

Dr. Steve Maguire, Director of the Marcel Desautels Institute for Integrated Management

Dr. Steve Maguire, Director of the Marcel Desautels Institute for Integrated Management, is an Associate Professor of Strategy and Organization at Desautels and is also an associate member of the McGill School of Environment. Steve is an internationally recognized academic in the field of organization studies, where he has made significant contributions in the areas of institutional entrepreneurship and organizational discourse. Empirically, his primary research focus is on institutional and technological change driven by the emergence of new risks to human health and the environment. He is known as an expert on the precautionary principle and chemical risk management; and was appointed in 2007 to the Government of Canada Chemicals Management Plan’s “Challenge Advisory Panel” which advised Health Canada and Environment Canada on the screening of some 200 high priority substances. He is currently working with McGill’s Department of Chemistry and other institutions to expand “green chemistry” into business schools.

Désirée McGraw, Executive Director of the Jeanne Sauvé Foundation

Désirée McGraw, Executive Director of the Jeanne Sauvé Foundation, works to “equip, enable and empower a new generation of global leaders” and social entrepreneurs. As Director of Policy to Canada’s Minister of International Cooperation (2003-6), she coordinated all key ministerial files in the areas of sustainable development, stakeholder relations and multilateral organizations. Désirée has lectured on Sustainable Development and Globalization at McGill (2002-10), just prior to which she coordinated outreach for the University’s new School of Environment. With twenty years of experience as a consultant, researcher, reporter, senior advisor and spokesperson in the field of sustainable development, Désirée has been described by the national media as “one of Canada’s ten most influential people on environmental issues.” In 2007, Désirée co-founded Al Gore’s “Climate Reality Project” leadership program in Canada, and in 2010, she was selected by the World Economic Forum as a Young Global Leader.

Bill Molson, Partner at Saguenay Strathmore Capital

Bill Molson, Partner at Saguenay Strathmore Capital, has over 30 years of investment experience with most of his career spent at UBS Securities Canada Inc. where he acted as a Managing Director. Bill has extensive experience in assisting companies with capital raisings, M&A, and investment-related strategies. He is also a director of Aurora Oil and gas, and a Partner at Saguenay Strathmore Capital, a global alternative investment manager with US$2billion in combined assets under management. He is also the President and Managing Director of Invico Energy II and Managing Director of Invico Energy III. Bill is a graduate of Queen’s University with a BA in Economics.

Nancy Neamtan, President and Executive Director of the Chantier de l'économie sociale

Nancy Neamtan, President/Executive Director of the Chantier de l’économie sociale, is also Vice-President for Strategic Development of RESO (a community economic development corporation devoted to the economic and social renewal of southwest Montreal) after having been Executive Director from 1989 to 1998. She is the founder and President of the Board of Directors of Réseau d’investissement social du Québec (RISQ), a $10 million investment fund dedicated to the non-profit and cooperative sector. Since 1999, she has been Co-Director of Alliance de Recherche Université/Communautés (ARUC-ÉS). Prior to this, she held the positions of Director at IFDEC (1988-1989), President of the Point St. Charles Economic Program (1986-87), and Director for Community-Development at the Point St .Charles YMCA (1984-1986).

Michel Venne, CEO and Founder of the New World Institute

Michel Venne, is CEO and founder of the New World Institute, a non-partisan organization whose mission is to promote citizen participation and the renewal of ideas in Quebec. In 2007, he was appointed Vice-Chairman of the Working Group by the Government of Quebec (Castonguay) on financing the health system. As a journalist, he worked at Le Devoir in Montreal from 1990 to 2006 as a parliamentary correspondent in the National Assembly and also as a columnist and news editor. The quality of his work as a journalist was recognized when he was given the Judith-Jasmin Award (written press) in 1993 and the Michener Fellowship in 1997. Michel is a Fellow of the Ashoka International organization, a network of 2,500 worldwide social entrepreneurs.

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