Social Research and Analysis

Bennett Freeman, Senior Vice President for Social Research and Policy
Mr. Freeman manages Calvert's Social Research Department and oversees its company research and analysis as well as its policy and advocacy work. From 2003 until early 2006, he led Burson-Marsteller's Global Corporate Responsibility practice advising multinationals on policy development, stakeholder engagement and communications strategies related to human rights, labor rights and sustainable development. During the Clinton Administration he served in three positions as a political appointee in the State Department, most recently as Deputy Assistant Secretary for Democracy, Human Rights and Labor from 1999 to early 2001. In that capacity, he led the development of the Voluntary Principles on Security and Human Rights, the first human rights standard forged by governments, companies and NGOs for the extractive sectors. Earlier in his career he was Manager-Corporate Affairs for General Electric and a presidential campaign aide to former Vice President Walter Mondale. Mr. Freeman currently serves on the Boards of Oxfam America, Extractive Industry Transparency Initiative (EITI) representing Oxfam and the Revenue Watch Institute, as well as the Steering Committee of Amnesty International USA's Business and Human Rights program. He received an MA in Modern History from the University of Oxford and an AB in History from the University of California at Berkeley.

Alya Z. Kayal, Esq., Vice President, Social Research
Ms. Kayal oversees Calvert's company research and analysis in measuring ESG practices of companies and how those translate into performance. Ms. Kayal has focused on human rights and labor rights in the global supply chains of key retail sectors such as footwear, apparel and toys, as well as on corporate impact on the rights of Indigenous Peoples around the world. Her expertise has not only contributed to Calvert's leadership on these issues, but also earned her a reputation as one of the foremost human rights practitioners in the SRI community. Ms. Kayal serves on the Steering Committee of the International Working Group (IWG) of the Social Investment Forum. Before coming to Calvert in 1994, Ms. Kayal worked at the US Department of Labor's International Labor Affairs Bureau; the US Information Agency; and the United Nations. She is a co-author of The Forty-Fourth Session of the United Nations Sub-Commission on Prevention of Discrimination and Protection of Minorities and the Special Session of the Commission on Human Rights on the Situation in the Former Yugoslavia, 15 Human Rights Quarterly (1993) and authored the Human Rights chapter of the Calvert-Henderson Quality of Life Indicators. She earned a JD from the University of Minnesota Law School and a BA in Sociology and International Communications from Rutgers-The State University of New Jersey.

Stu Dalheim, Director, Shareholder Advocacy
Mr. Dalheim directs the company's shareholder advocacy program, which continues to grow as Calvert engages with more companies through direct dialogue, standard-setting exercises and partnerships as well as shareholder resolutions. Mr. Dalheim has focused on the homebuilding, construction, and natural resource industries, with an emphasis on business practices. He currently serves as Steering Committee Chair of the Advocacy and Public Policy Committee (APP) of the Social Investment Forum. Before joining Calvert in 2000, he worked for Greenpeace USA and American Lands Alliance. He earned a BA in philosophy from Wesleyan University and is a LEED accredited professional.

Amy Augustine, Senior Social Research Analyst/Manager, Diversity and International Labor Relations
As a Workplace Practices Analyst, Ms. Augustine analyzes corporate practices and their impacts in the areas of diversity, labor relations, worker safety, and international labor rights. Her industry specializations include media and retail. As Manager, Diversity and International Labor Relations, Ms. Augustine manages Calvert's efforts to promote diversity and the global empowerment of women. She also serves on the Steering Committee of the Social Investment Research Analyst Network. As Amnesty International's Stop Violence Against Women Campaign Coordinator for the Mid-Atlantic region and a member of the D.C. Women's Human Rights Action Team, Ms. Augustine extends her diversity and human rights expertise outside of Calvert. She earned a BA in English from the University of Kansas.

Stephanie Cuttler, Senior Social Research Analyst/Manager, Research and Analytics
As a Product Safety Analyst, Ms. Cuttler researches product safety, public health, consumer fraud, and other product-related issues with particular emphasis on the pharmaceutical and medical device industries. As Manager, Research and Analytics, she oversees the Social Research Department's ongoing efforts to enhance its research methodology and analytical decision-making processes. Prior to joining Calvert in 2004, she worked in the sustainable development group at Dow Chemical Company and as an environmental analyst with the Investor Responsibility Research Center. She earned an MBA and MS in Environmental Policy from the University of Michigan and a BS in Environment Science and Policy from the University of North Carolina at Chapel Hill.

Lily Donge, Senior Social Research Analyst/Manager, Environment and Climate Change
As an Environment Analyst, Ms. Donge has a particular focus on the energy sector. She leads the company's efforts on environmental and climate change issues and has testified as a climate change energy expert before the Maryland House of Delegates. She serves as a Board member of the Roberts Environmental Center at Claremont McKenna College. Prior to joining Calvert in 2001, she worked in the Institutions and Governance Program at the World Resources Institute, in investment services at Donaldson, Lufkin, & Jenrette and in equity research at WI Carr in Southeast Asia. She earned an MBA from the School of Management and an MA in International Development Economics from Yale University and a BA in Economics and International Relations from Claremont McKenna College.

Emma Fofanah, Social Research Analyst
As a Community Relations Analyst, Ms. Fofanah oversees a variety of industries including financials, consumer products, and telecommunications. Ms. Fofanah has been in the ESG industry since 2003. Prior to joining Calvert in 2007, she spent three years with the ESG Analytics division of Institutional Shareholder Services (ISS), working on both workplace and labor relations issues and a year at ISS' Institutional Proxy Voting Services group as an Account Manager for various institutional clients. She earned a BS in Business Administration from Longwood University.

Julie (Jules) Frieder, Social Research Analyst
As an Environment Analyst, Ms. Frieder focuses on the chemicals, environmental control and containers/packaging industries. She has engaged in numerous environmental shareholder dialogues, including encouraging US computer companies to take greater responsibility for solving the problem of electronic waste. Prior to joining Calvert in 2001, she served eight years with the US Environmental Protection Agency. While there, she had special assignments with the President's Council on Sustainable Development and the New Zealand Ministry for the Environment. She earned a MS and a MPA in Environmental Science and Policy from the Indiana University School of Public and Environmental Affairs and a BA in Psychology from the University of Rochester.

Donna C. Gomez, Database Analyst
Ms. Gomez is responsible for entering and maintaining all company information in the Social Research database and Extranet, as well as monitoring that all portfolio holdings of the screened funds are in compliance with Social Research decisions. Ms. Gomez previously held positions as Fixed Income Trading Assistant and Portfolio Systems Analyst for Calvert Asset Management Company, Inc. She earned a BS in Computer Science from Bowie State University, is currently a candidate for a MS in Information Technology/Database Systems Technology from the University of Maryland and is Series 6 licensed.

Rebecca Schlesinger Henson, Social Research Analyst
As an Environment Analyst, Ms. Henson has a particular focus on climate change and sustainability and is currently responsible for analyzing the homebuilding, real estate, and forest products/paper industries. Prior to joining Calvert in 2007, Ms. Henson worked at David Gardiner & Associates, where she provided expertise in renewable energy policy and climate risk disclosure. She earned an MA in Political Studies with a concentration in Environment and Energy from the University of Bath (UK) and a BA in History from Vanderbilt University.

Ellen B. Kennedy, Senior Social Research Analyst
As a Product Analyst, Ms. Kennedy focuses on consumer safety, health and other product-related issues, including toxics and animal welfare with a particular emphasis on the food and agriculture industries. She currently serves as Vice Chair on the Board of Pesticide Action Network, North America. Prior to joining Calvert in 2000, Ms. Kennedy worked for Winrock International. She earned an MA in Latin American Studies (International Development) from the University of California at Berkeley and a BA in Philosophy from Haverford College.

Erica Lasdon, Senior Social Research Analyst/Manager, Portfolio
As a Human Rights and Corporate Governance Analyst, Ms. Lasdon focuses on the biotechnology, metal production, water and internet industries. As Manager, Portfolio, she manages the department's relationships with the subadvisors for Calvert's screened equity funds. Prior to joining Calvert in 2005, Ms. Lasdon served as Deputy Director of Research for People for the American Way Foundation, where she authored numerous reports on civil rights and civil liberties issues. She earned a BS in Biology and a BA in History from the University of California at San Diego.

Mike Lombardo, Senior Social Research Analyst/Manager, Index
As a Workplace Practices Analyst, Mr. Lombardo focuses on analyzing corporate practices and trends in labor relations, workplace diversity, and worker health and safety with particular emphasis on the transportation, manufacturing and apparel industries. His advocacy efforts have centered on working with companies to increase their overall sustainability reporting, particularly in high impact industries. As Manager, Index Team, Mr. Lombardo manages the company's research work related to the Calvert Social Index®. His professional experience includes international development and policy-with a focus on governance and human rights-at the World Bank, on Capitol Hill, and with several international development organizations. He earned an MALD in International Relations from the Fletcher School at Tufts University and a BA in Psychology from Boston College.

Scott McMahan, Associate Research Analyst
Mr. McMahan provides direct support to the department's research analysts, focusing specifically on the energy, aerospace, engineering and construction sectors. He works with analysts to implement Calvert's weapons criteria and provides extensive data and research training and support as well as administrative assistance for various department functions. Before joining Calvert in 2006, Mr. McMahan worked as a canvasser for the Democratic National Committee. He earned a BS in Law and Society and Political Science from American University.

Reed Montague, Social Research Analyst
As an Indigenous Peoples' Rights and Product Marketing Analyst, Ms. Montague specializes in the healthcare, advertising, entertainment, toy and commercial services industries. She also serves as project manager for the company's sustainability report and works on a variety of projects that further the company's social responsibility. She previously worked in several other areas at Calvert including executive, social products and policy, marketing, corporate communications, public relations and socially responsible investing, all of which have given her a strong understanding of company business. She managed the company's relationship with the Calvert Social Investment Fund Advisory Council for many years, handled strategic partnerships and helped launch the Calvert Foundation. Prior to joining Calvert, she worked in the fields of business ethics and international trade. She earned a BA in Psychology and Yugoslav Studies from Connecticut College and is Series 7 licensed.

David Moskovitz, Research Assistant
Mr. Moskovitz provides direct support to the department's research analysts, focusing specifically on the financial and pharmaceutical sectors. He also assists with the management and renovation of the Social Research database. Prior to joining Calvert in 2006, Mr. Moskovitz worked as operations manager for Shaw EcoVillage, a DC youth program building sustainable communities. He earned a BA in Mathematics from Swarthmore College and is a LEED accredited professional.

Shirley Peoples, Senior Social Research Analyst/Manager, Proxy Voting
As a Community Relations Analyst, Ms. Peoples analyzes the corporate citizenship of companies and focuses on the financial services industry with emphasis on the US and international banking sector. She has successfully engaged several financial institutions in dialogues urging them to improve their community relations records. Ms. Peoples is also responsible for the development and implementation of Calvert's proxy voting guidelines. Prior to joining the department in 1994 and Calvert's legal department in 1990, she worked in the nonprofit sector. She earned an MM from the University of Phoenix and a BA in Education/History/Political Science from Spring Hill College.

Aditi Vora, Social Research Analyst
As a Corporate Governance and Business Ethics Analyst, Ms. Vora focuses on the semiconductor, telecommunications and computers industries. She also works closely on corporate diversity issues including the Calvert Women's Principles® and diversity-related advocacy efforts. Prior to joining Calvert in 2007, her professional experience included international aid work in the non-profit sector. She earned an MBA in Finance from George Washington University and a BS in International Economics from the University of Florida.

Baljit (Bava) Wadhwa, Senior Social Research Analyst
As an Indigenous Peoples' Rights and Human Rights Analyst, Ms. Wadhwa focuses on both the traditional and alternative energy industries as well as the financial services industry. Ms. Wadhwa also works with Calvert's Special Equities program, providing ESG analysis for investments potentially offering both financial and social return. She serves on the Board of the River Network, a national watershed protection organization. Prior to joining Calvert in 2005, Ms. Wadhwa worked as a Senior Environmental Consultant on multilateral/bilateral development projects in Southeast Asia, Africa and Central Asia and large-scale infrastructure project proponents in Canada. She has a M.E.S. in Environment and Resource Studies from the University of Waterloo and a B.Sc. in Molecular and Microbial Biology from the University of Calgary. She is also a LEED accredited professional.

Devin Zeller, Social Research Analyst
As an environment and climate change analyst, Mr. Zeller focuses on the automotive, beverages, and oil and gas services industries. He is an expert on environmental issues, including advocacy on climate change. Prior to joining Calvert in 2005, Mr. Zeller spent two years in Guatemala working with a local NGO to develop business opportunities for natural products and public health technologies. While earning his MBA, Mr. Zeller led the pro-bono consulting arm of the University Net Impact Chapter. He earned an MBA in Environmental Management and Policy from the George Washington University and a BA in Economics from the University of Vermont.