URI Foundation

URI Foundation, Inc.
The URI Foundation is an independent entity operating for charitable purposes as a
support organization under 509(a)(3) of the IRS code. It was created by URI’s Global
Council as a competent, trustworthy vehicle for managing and investing URI’s
endowment and strategic reserves – keys to supporting URI’s core activities around the
world.

The Foundation Board has established an Investment Committee as well as Investment,
Socially Responsible Investing and Spending policies. Working with the Investment
Committee, the Foundation Board oversees investments; monitors its endowment
investment performance and the usage of the funds by URI to ensure compliance with
the Investment and Spending policies; reviews and updates the Investment and
Spending policies as necessary; and coordinates the relationship with investment
advisors and managers to ensure optimal performance of the endowment and strategic
reserves. 
 

FOUNDATION BOARD

Rabbi Doug Kahn

URI Foundation Board Chair

Rabbi Doug Kahn is the Executive Director Emeritus of the San Francisco-based Jewish Community Relations Council and the founder of BroadTent Consulting. He consults with Jewish communities across the country on sensitive community relations and polarization issues. He joined the JCRC in 1982 and became Executive Director in 1989, a position he held until his retirement in June, 2016.

Doug served as a member of the Chancellor’s Advisory Committee on Jewish Student Life and Campus Climate at UC Berkeley and on the President’s Task Force on Intergroup Relations at SFSU. He chairs the Foundation Board of URI and has been a member of URI’s Global Council, and he serves on the Board of the Graduate Theological Union in Berkeley. He most recently co-chaired a national URJ Task Force to rebuild Camp Newman, largely destroyed in a 2017 California wildfire.

A fourth-generation San Franciscan, Doug received his rabbinic ordination from Hebrew Union College in New York and his B.A. from U.C. Berkeley.

Gwinneth (“Daisy”) Berexa

Senior Advisory Council Member; Foundation Board Member

Daisy is a full-time volunteer and graduate student at American University where she is pursuing a Masters in Science in International Relations and Business. She was previously a consultant and Subject Matter Expert in Liquidity, Stress Testing and Securitizations. Her business experience includes consulting for Promontory Financial Group, Head of Liquidity Management at MUFG Union Bank, and Managing Director for Promontory Asset Finance, as well as securitization, investment management, and credit roles at Banc of America Securities, Providian Financial, WestLb, and Charles Schwab Investment Management. Daisy is a Trustee of The University of Nebraska Foundation, was President of the Junior League of San Francisco from 2008-2010, and is an active member of Cross Cultural Solutions in South America and Planned Parenthood Northern California (Investment Committee). Daisy was born in Colombia, South America, and is married to Steven Berexa, Global CIO for Equities at Allianz Global Investors. As of the fall of 2021, they live in Arlington, Virginia, with their dog Zaza.

Becky Burad

URI Global Council Trustee (At-Large); URI Treasurer; Finance and Operations Committee Chair; Foundation Board Member

Becky is the URI Foundation Treasurer and serves on URI’s Global Council and as Chair of URI’s Finance and Operations Committee.

Becky (now retired) was a principal in Squar Milner’s Outsourced Accounting Department. Becky joined Squar Milner when DZH Phillips merged with Squar Milner in 2018. Becky was previously a founder and principal of Bridgeway, LLC, a financial services company providing bookkeeping, accounting, and interim CFO services to start-up companies and non-profits which merged with DZH Phillips’ Outsourced Accounting and CFO Advisory group.

J. Robert Coleman

Senior Advisory Council Member; Foundation Board Member

After stints at Goldman, Sachs, Morgan Stanley and Merrill Lynch over 41 years and being unable to retain a paid situation, he retired in 2015. Over this time he morphed from being a stockbroker into a discretionary investment manager of a team with about $3B in assets. For several years he was ranked (# 8) on Barron's list of the 100 Top Investment Brokers. Now he focuses his time on investment work with three foundations, including URI. He is also a trustee of the BSA National Foundation and president of the American Fondouk Animal Hospital Foundation in Fez, Morocco. He also lovingly and patiently devotes himself to the seemingly endless process of renovating a home in Woodside.

 

Julia L. Davidson

Foundation Board Member

Julia Davidson previously practiced corporate securities law as a partner at Cooley LLP. She is president of the board of trustees of Crystal Springs Uplands School and serves on the board of directors of Habitat for Humanity Greater San Francisco. She previously served as board president of the Hillsborough Schools Foundation and of Episcopal Charities. She is a graduate of the University of California, Davis, and Harvard Law School.

James D. Falaschi

Foundation Board Member

Jim is a Partner of Jack London Square Partners and serves as the President of Transbay Holding Company, where he is in charge of property development for the firm that owns office buildings and office parks. Additionally, he serves as the President of Falaschi Improvements, where he develops industrial parks and residential housing projects in Northern California and Downtown San Leandro and is co-managing partner at Bay View Construction and Development Company that built 2,500 homes in Contra Costa and Alameda Counties.

Born and raised in Oakland, he has continually devoted significant effort to the community by serving on various governmental, educational, medical, and non-profit boards, including serving as Trustee of Alameda Health System since September 2014, as Chairman of the Oakland Chamber of Commerce, Chairman of Highland Hospital, and Chairman of the Board of Holy Names College, Oakland.

Susan Cook Hoganson

Foundation Board Secretary

Susie is president and founder of SCH Strategies, LLC, a consulting firm specializing in governance and strategic problem solving. She started the firm after 13 years as a senior bank officer in private wealth management and 10 years as CEO for Enterprise for High School Students, a nonprofit assisting students’ transition from school to the job market. She was founding CEO for Laguna Honda Hospital Foundation, representing the largest long-term care facility in the United States. Susie has served on many boards, including United Way of the Bay Area and Northern California Presbyterian Homes & Services. She has chaired several boards, including Junior League of San Francisco, Modern Art Council, The Legacy Foundation, International Women’s Forum-Northern California, and 640 Heritage Preservation Foundation. Presently, she is chair of the board of trustees of the Graduate Theological Union in Berkeley, California, and treasurer of Niantic Charitable Fund. She has a BA from Hollins College, an MEd from Boston University, and an Executive Nonprofit Leadership Certificate from Stanford University, where she was a fellow at the Center for Social Innovation. She has received several regional and national awards for her innovative leadership.

Peter Mousaferiadis

URI Trustee for Southeast Asia and the Pacific, Foundation Board Member

Mr. Mousaferiadis has had an extensive career as a creative director, producer, artistic director, music director, composer and a champion of intercultural dialogue. He has established himself as one of Australia’s leading cross cultural directors. Peter has directed large scale intercultural concerts and ceremonies throughout Australia, China, the Philippines, and Malaysia. In 2003, Peter founded Cultural Infusion, a global social enterprise that works with schools, youth, digital media and the arts to promote cultural harmony for a more cohesive and richer society. Cultural Infusion delivers programs in India, Brazil, South Africa, Egypt, Cambodia and throughout Australia. Cultural Infusion has been the recipient of numerous awards including the United Nations Alliance of Civilizations Intercultural Innovation Award. In 2015, Peter was appointed as an Associate to the UNESCO Chair for Intercultural and Interreligious Relations, Asia-Pacific, and elected as a board member of the Ethnic Communities’ Council of Victoria. In 2014, Peter was appointed a patron of the Model Global Parliament and in the same year was presented with the Cultural Revolution Award by the Punjab Government of Pakistan in recognition of 25 years’ contribution to cultural diversity through arts and cultural programs. He is based in Melbourne, Australia.

Karen Pajarillo

Foundation Board Member

Karen has more than two decades of experience as an investor, team leader and board member. She joined The Riverside Company (www.riversidecompany.com) in 1995. The firm has since grown into a global private equity firm with more than $8 billion assets under management focused on making control and non-control investments in growing businesses. Karen has led leveraged buyouts of North American-headquartered middle market companies and was involved in all aspects of the investment process. As a board member, she worked closely with portfolio company management teams and Riverside’s operating partners to set strategic direction and drive value enhancement initiatives. During her tenure at Riverside, Karen established healthcare services and consumer product industry specialization teams and also led acquisitions in business services, education and training, software and IT, specialty manufacturing and distribution. In 1998, she co-founded Riverside’s San Francisco office where she was particularly focused on cultivating a collaborative and inclusive office culture with prominent representation of women and minorities. Karen currently serves as a member of the investment committee reviewing and approving new acquisition opportunities.

Prior to joining Riverside, Karen was a Senior Associate at AgriCapital Corporation, an investment bank serving agriculture-related industries. Previously, she was with Burns McClellan, a public and investor relations firm representing biotechnology and pharmaceutical companies. She holds a BA in communication and a BS in biology from Stanford University. Karen is a member of the Financial Women of San Francisco, and is on the advisory board of coLABS, an early-stage investment portfolio of Gray Matters Capital, investing in companies that improve the lives of women and girls around the world, and  is an advisor for the global investment fund of Unreasonable Capital, which partners with world-class entrepreneurs to solve significant social and environmental challenges. She resides in San Francisco with her husband and daughter.

Pulin Sanghvi

Senior Advisory Council Member; URI Global Council Trustee (At-Large); URI Treasurer-Elect; Foundation Board Treasurer-Elect

Pulin Sanghvi is a speaker, author, and educator on the topics of purpose and meaningful work based in the San Francisco Bay Area. Pulin led structural reimaginations of career development at Princeton University and the Stanford Graduate School of Business, and he created and taught a model of hypothesis-driven exploration that has engaged thousands of members of the Princeton, Stanford, and Yale communities. Previously, Pulin was a management consultant with McKinsey & Company in Palo Alto and an investment banker with Morgan Stanley in New York. Pulin holds an MBA from the Stanford Graduate School of Business and a BA summa cum laude and Phi Beta Kappa with Distinction in Economics from Yale University. Pulin serves on the boards of The Peace Studio and Hospital de la Familia Foundation, and previously served on the national board of Positive Coaching Alliance. He also serves Yale in multiple capacities, including as a Fellow in Davenport College and previously as Executive Officer of the Yale Alumni Association Board of Governors.

David J. Steirman

Vice-Chair of the URI Foundation; Foundation Board Member

Prior to co-founding Kestrel Investment Management in 1993, David spent 12 years at Concord Capital Management where his responsibilities included theme development, investment research, and management of finance, operations, systems and trading. Prior to Concord, David was Director of Investment Systems at American National Bank of Chicago. He was also associated with the Harris Bank’s Management Sciences area in Chicago.

David graduated magna cum laude from the Wharton School of the University of Pennsylvania in 1976 and received his M.B.A. from the University of Chicago in 1979. David serves on the Board of Directors of several non-profit organizations.

FOUNDATION INVESTMENT COMMITTEE

Keley Petersen

Investment Committee Chair

With over 29 years of global experience in the financial services industry, Keley founded Willow Grove Advisors in 2009.

Beginning her career with Kidder Peabody in New York and London on the Fixed Income Sales and Trading desk, Keley worked with central banks globally. She held the position at Kidder of Director of Progressive Portfolio Services at Progressive Asset Management, where she developed investment strategies and recommended money managers to individuals and institutions interested in socially responsible investing. She spent three years at Progress Investment Management, where she was Director of Manager Development, researching and recommending women-, minority-owned- and emerging money managers and hedge funds to institutional clients/public funds. She then went on to be a Senior Manager and Practice Leader at Deloitte & Touche, where she launched a new specialty service practice offering investment-consulting services to wealthy individual clients. Subsequently, Keley had positions as the C.O.O. at Hewins Financial Advisors and in the Ultra High Net Worth Group as a Wealth Manager at Contango Capital Advisors. At these companies, she assumed responsibility for large, multi-entity clients and expanded her capabilities for providing wealth management services to global, multi-constituency, multi-currency families.

Keley received a BSBA from University of Nebraska at Omaha and an MBA from the Harvard Graduate School of Business.

Shilpa Andalkar

Investment Committee Member

Shilpa is a wealth manager at Ensemble Capital. She focuses on customized portfolio management, retirement and tax planning as well as complex trust and estate planning for high net worth families and institutions. Prior to joining Ensemble Capital, she was an Associate Financial Advisor at Brio Financial Group in San Francisco. Previously, she was a Senior Vice President and investment advisor with HIP Investor, specializing in impact investing portfolio solutions. In the past, she also worked to inform citizens on the environmental impacts of clean air, water, and local food with organizations in the Bay Area. Shilpa holds a B.S. in Management Science with honors from the University of California, San Diego and is a Certified Divorce Financial Analyst CDFA (R). Shilpa loves to learn and practice new styles of dance. She also enjoys traveling to new countries.

Jennifer Ayer

Investment Committee Member

As Managing Director for Tiedemann Advisors, Jennifer has direct responsibility for managing client relationships. She works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. Jennifer co-leads the firm’s impact investing strategy and directly oversees the firm’s equity & inclusion impact theme. She is also a member of Tiedemann’s Diversity, Equity and Inclusion Committee.

Prior to Tiedemann, Jennifer was a wealth manager at Wetherby Asset Management where she offered investment and planning solutions to high-net-worth individuals, families and their foundations. Jennifer was a Director and General Partner at Venture Investment Associates, a fund of private equity funds, and Marketing Director at Samson Capital (now Fiera). Jennifer developed her wealth management expertise at Wilmington Trust in New York as a Managing Director and Senior Client Advisor, leading a team as the deputy head of the New York office.

Jennifer is an Impact Alumni of Full Circle Fund and earned a Bachelor of Arts from Connecticut College. Originally from Philadelphia and New York, she currently resides in San Francisco with her husband, Ethan, and their three children.

Lauriann Delay, CFA

Investment Committee Member

Lauriann is a principal of an investment advisory practice at Alex. Brown & Co. She has been in the financial services industry serving private and institutional clients for over 30 years as such firms as Morgan Stanley, Goldman Sachs, BNY Mellon and Citibank. Assisting affluent families, foundations and middle market companies, the core tenet of her practice centers around helping clients protect and grow their financial assets, In her role as Client Advisor, Lauriann employs a holistic approach to investment management, using external investment managers for implementation and execution after careful design of portfolio construction incorporating her clients’ long-term objectives.

Lauriann received her MBA from New York University and earned her undergraduate degree with honors from Hunter College. She is a member of the CFA Society of San Francisco. Believing that giving back is as important as achieving her professional goals, Lauriann has extensive non-profit board experience including the Rene and Veronica di Rosa Foundation where she is Bard of Directors Emeritus, Mills College where she served as Chair of the Investment Committee and Lewis & Clark College where she was on the Parent’s Advisory Council.

Lauriann is originally from New York and now lives in San Francisco. She has two adult daughters and enjoys her yoga/Pilates practice, art, music and art festivals (like Burning Man), Lauriann also enjoys long walks on the beach in East Hampton with her French Bulldog and Havanese.

Dylan Malot

Investment Committee Member

Joseph Dylan Malot is a Principal and Financial Advisor in the San Francisco office of Bernstein Private Wealth Management. He advises individuals and institutions regarding a wide range of financial planning and investment matters, tailoring comprehensive strategies uniquely suited to each client’s individual resources, tax situation, risk tolerance, and estate planning goals. Prior to joining the firm in 2015, he was a financial advisor with MassMutual in San Francisco.

Dylan earned a BA in philosophy and psychology from the University of California at Davis and a Master’s of Science in financial services from The American College. Dylan is currently the president of the San Francisco Association for Corporate Growth.  He lives in Pacifica with his wife and two young children.

Michelle Owens

Investment Committee Member

Michelle is a Financial Advisor at Behnam & Associates, a financial advisory practice of Ameriprise Financial Services, LLC. Michelle works with clients who are seeking a holistic approach to the advice they receive, involving detailed and on-going financial planning as well as investment management. Her objective is to ensure that clients live a life they love. She has over 30 years of experience in the financial services industry, including firms such as Goldman Sachs and Morgan Stanley.

Michelle earned a B.A. in biological sciences from Northwestern University and an MBA from Harvard University. She has been the Managing Director of the Non-Profit Community Development Corporation of DC (NPCDC) for over 20 years. NPCDC is a 501(c)(3) with the mission of initiating, sponsoring, and operating housing and economic development projects that create economic stability and upward mobility for low-income families in metropolitan Washington, DC. With more than 500 units of affordable and low-income housing, NPCDC touches the lives of over 1,000 individuals and families.

Kevin D. Rinow, CFP®, CLU®, RICP®, ChFC®

Investment Committee Member

Growing up in a single parent home exposed Kevin early to some of life’s tougher realities. With an aim to help families avoid a similar fate, Kevin has devoted his career to financial services. He is a financial advisor in the San Francisco office of the New York/New Jersey based firm of Journey Strategic Wealth, composed of a team that has a unique collection of experience from all across the financial services industry. From communication coaches to veteran financial advisors, young to seasoned, the team members’ experiences reflect the value that the firm adds to clients’ lives. Previously, Kevin was with the Bartlow Wealth Management team at Northwestern Mutual.

Kevin graduated from the University of Colorado at Boulder with a B.A. in Business. Kevin resides in Walnut Creek with his wife, Maggie, and their three daughters, Emma, Molly and Charlotte.