Shaping the Future - Milken Institute

panelists
David Kastner is Market Strategist and Head of the ETF Strategy Group for Charles Schwab Investment Advisory
Inc., which serves as the investment manager for Charles Schwab & Co. managed account products. Previously he was
director of the Schwab Center for Financial Research in the Market Analysis Group, which provides regular commentary
and perspective on the economy and markets. Before joining Schwab in 1997, Kastner was in banking and futures
trading. A chartered financial analyst, he has a bachelor’s degree in economics from the University of Kansas.
Bill Keller is Executive Editor of The New York Times, a position he has held since 2003. He has worked in numerous
positions since joining The Times in 1984, including managing editor, op-ed columnist, senior writer, foreign editor,
domestic correspondent, and bureau chief in Moscow and Johannesburg. Keller won a Pulitzer Prize in 1989 for his
coverage of the Soviet Union. He is also the author of the 2008 book The Tree Shaker: The Story of Nelson Mandela.
Before joining The Times, Keller was a reporter for The Dallas Times Herald, Congressional Quarterly Weekly Report
and The (Portland) Oregonian. He is a member of the board of trustees of Pomona College, where he received his
bachelor’s degree. He also completed the Advanced Management Program at The Wharton School of the University of
Pennsylvania.
Terry Kellogg is CEO of 1% for the Planet, an alliance of businesses that donate at least 1 percent of their annual
revenues to environmental organizations worldwide. Since he joined the group in 2005, membership has grown from
92 to more than 1,200 companies. Kellogg has worked and studied at the intersection of business and the environment
for two decades. He was the first staff person at The Timberland Company dedicated to minimizing its environmental
footprint and supporting new markets for sustainable products. As director of environmental stewardship, Kellogg
reduced the company’s carbon footprint by more than 15 percent, adopted widespread use of water-based adhesives,
and launched programs in green building and organic cotton. He also developed and launched systems for rating the
environmental performance of Timberland suppliers and products. Kellogg has a B.A. in economics from Middlebury
College and an M.B.A. and a master’s degree in environmental management from Yale University.
Sage Kelly is a Managing Director and the Global Head of Healthcare Investment Banking for Jefferies & Company
Inc. Before joining Jefferies, he was a managing director at UBS Investment Bank. Kelly was previously employed
by Salomon Smith Barney in the Health Care Investment Banking Group and also spent three years working in the
biotechnology industry for the Genetics Institute, where his work and findings were published in Biotech Monthly. Kelly
graduated from Boston College with a bachelor’s degree in chemistry, finance and economics.
Jerson Kelman is CEO of Light S/A, which supplies energy to more than 31 municipalities in the state of Rio de
Janeiro, Brazil, and a Partner at BR Investimentos. Kelman has worked as a consultant for many institutions, including the
World Bank. In 2009 he was a resident scholar at the Bellagio Center of the Rockefeller Foundation. Kelman has served
on the board of the Institute for Water Education in the Netherlands and on three Brazilian national councils related to
energy, the environment and water resources. Previously Kelman was general director of the Electric Power Regulatory
Agency; president of the Water Regulatory Agency; senior researcher at the Brazilian Electric Energy Research Center;
and a professor of water resources. He has published over 100 technical papers, edited several journals and authored
two books: Floods and Hydropower Plants and The Regulator Challenges. Kelman holds an M.Sc. in hydraulics and a Ph.D.
in hydrology and water resources.
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