M ADHAVI V ENKATESAN, P H.D

ECONOMICS, FINANCE, AND SUSTAINABILITY

E

DUCATION

VANDERBILT UNIVERSITY, Nashville, TN

Ph.D. in Economics; Specialties: Labor Economics, Environmental Economics, and Economic History

Dissertation:Black Higher Education and the American Labor Market: A Century at Fisk University BA in Economics

HARVARD UNIVERSITY, Cambridge, MA

ALM in Sustainability and Environmental Management (May 2015)

VERMONT LAW SCHOOL, Royalton, VT

MELP, Masters of Environmental Law and Policy (December 2015)

Certifications:

CFA Candidate (Level III registered June 2015, required for program completion)

Corporate Social Responsibility Practitioner (certified by Institute of Environmental Management and Assessment, IEMA) Six Sigma Black Belt (certified by Aveta Business Institute)

P

ROFESSIONAL

E

XPERIENCE

BRIDGEWATER STATE UNIVERSITY

,

2014 to present

Assistant Professor, Department of Economics

• Textbook proposal accepted, Economics: A Primer (forthcoming August 2015). Kona Publishing, North Carolina.

• Presenter, The 6th International Conference of Education, Amman, Jordan (April 28-30, 2014): Integrating Sustainability across the Curriculum: A Case Study of Principles of Macroeconomics.

• Presenter, Research and Sustainability Applications in Teaching and Learning, (May 14, 2014) Scholars without Borders, May Celebration, Bridgewater State University.

• Presenter (September 3-5, 2014), World Symposium on Sustainability at Universities, Manchester, England: Values, Behaviors, and Economic Outcomes: Sustainability in the Teaching of Economics.

• Presenter (September 25-28, 2014), International Academic Forum, North American Conference on Education, Providence, Rhode Island: Sustainability in the Curriculum and Teaching of Economics: Transforming Introductory Macroeconomics. • Presenter (October 6-10, 2014), Knowledge Crossing Borders, International Conference on Higher Education, Heredia, Costa

Rica: The "Values” Foundation of Incorporating Sustainability into the Economics Curriculum.

• Panelist (October 20, 2014), Building a More Sustainable Society, Bridgewater State University Center for Sustainability,

Sustainability Day.

• Presenter (November 19, 2014), Economics of Global Resources and Climate Change: Understanding the How and Why of our

Current Planetary Condition, Bridgewater State University, University Lecture Series.

• Presenter (November 22-24, 2014), Southern Economic Association Annual Meeting, Atlanta, Georgia: Values, Behaviors, and Economic Outcomes: Sustainability in the Teaching of Economics.

• Presenter (January, 3-5 2015), American Economic Association Annual Meeting, Boston, Massachusetts: Incorporating Sustainability into Principles of Macroeconomics: A Case Study.

• Presenter (February 5-6, 2015), World Universities Forum, Savannah, Georgia: Education, Economic Growth, and Sustainable Development: Aligning the Focus from Tactical to Strategic.

• Presenter (March 26, 2015), BSU History Conference: The Arc of Teacher Education from the Normal School to Now,

Bridgewater, Massachusetts: Post-bellum Black Educational Access: The Normal School Origins of Fisk University,

• Presenter—forthcoming (April 22, 2015), Perspectives on Sustainable Consumption, Dubrovnik, Croatia: Sustainability and the

economics of embedded values.

• Presenter—forthcoming (May 29, 2015), Lily Conference, Bethesda, Maryland:Integrating Sustainability across the curriculum. • Presenter—forthcoming (May 30, 2015), Justice Studies Association: Justice/Injustice: The Complexities of Race, Bridgewater,

Massachusetts: Racial Discrimination and Social Justice: The Role of Economic Values.

• Editorial Board, American Journal of Education Research

P

ROFESSIONAL

E

XPERIENCE

-

C

ONTINUED

THE HARTFORD FINANCIAL SERVICES GROUP,

2011 to 2012

Assistant Vice President, Financial Communications and Investor Relations

• Established and managed an earnings release process; created a system to review, edit, finalize, and distribute communications in

accordance with the external reporting cycle; working with legal, ensured that all financial releases and presentations were compliant with SEC reporting standards.

• Served as communications point of contact for CFO and CRO communications;

‒ Provided interview support with financial media

‒ Prepared management for external engagement Q and A by analyzing current economic environment, investor sentiment and competitor issues; assembled briefing materials for external events

• Maintained and established relationships with external audiences—analysts, vendors, and others, as well as, internal stakeholders:

operating segment presidents and CFOs; controller and SEC attorneys to ensure accuracy, consistency and completeness.

• Instituted IR competitor intelligence function; monitored industry research, as well as, analyst commentary, financial outlook and

performance, and operating strategy of peers.

• Led investor relations research initiatives, including market, industry competitor and economic analysis; created daily, monthly,

and quarterly updates and peer valuation reports for senior management.

• Developed content for external investor relations website, financial communications materials, and investor presentations; oversaw

finalization of annual meeting materials.

• Developed and oversaw production of inaugural corporate social responsibility report and template; responsible for IR component

and contribution to the annual report and proxy.

AMERICAN LIFE INSURANCE COMPANY,

2009 to 2011

Vice President, Financial Communications and Investor Relations

• Established and managed an investor relations function; prepared infrastructure for public offering; determined valuation peers;

targeted equity and fixed income investors; created website; managed budget and vendor relationships.

• Provided commentary on global economic events and impact to business in the regions/countries of focus; led global research and

analysis initiatives; developed competitor intelligence, monitored industry news, and trends and prepared reports, including daily closing commentary comprised of country, regional, and, earnings summaries, and operational news.

• Developed executive-level presentations for business summits; created investor presentations; provided financial content for external

communications, including earnings reports.

• Contributed to strategic planning, marketing and communications, branding, and external messaging. Established corporate

governance practices and standardized senior-level and enterprise-wide financial communications.

• Assisted with the integration of ALICO into MetLife; working within the combined integration team.

UNUM GROUP,

2006 to 2009

Assistant Vice President, Investor Relations

• Contributed to the development of financial communications strategies; established consistency in internal financial

communications, centralizing financial communications within IR.

‒ Wrote press releases, including earnings release; conference call scripts; financial marketing materials; and investor presentations; created white paper outlining benefits of securitizations.

‒ Responded to inquiries from equity analysts, rating agencies and fixed income analysts; proactively engaged new relationships with fixed income analysts.

‒ Developed and managed external investor relations website; recognized by IR Global Rankings for corporate governance transparency in 2009.

‒ Provided editorial input to Form filings (10Q and 10K) as a member of the disclosure committee; direct responsibility for “Ratings” section of Form filings; inserted language in 1Q09 to identify operational risk and active risk management practices within the MD&A.

P

ROFESSIONAL

E

XPERIENCE

–

C

ONTINUED

UNUM GROUP,

2006 to 2009

Assistant Vice President, Investor Relations

• Coordinated all logistics and presentations for annual investor day. Responsible for investor relations input into annual report and

proxy. Assisted Corporate Secretary with Annual Meeting preparation and communications via IR website.

• Conducted on-going market, industry, competitor, and macroeconomic economic analysis; interfaced with equity and fixed

income analysts, and rating agencies to update investors.

‒ Authored monthly risk management Economic Update for senior leaders to assess trends and potential impact to domestic and U.K. insurance product sales.

‒ Produced peer and investor relations reports, including market and sector commentary.

• Provided input specific to capital management strategies as a member of capital market sub-committee; presented compelling data

to support a dividend increase.

• Developed and maintained financial model, including analyst models and internal projections

• Established communication program to proactively engage socially responsible investors, including participation in Carbon

Disclosure Project, created corporate Environmental Policy statement and singularly responsible for the introduction of environmental sensitivity as an overt component in the Investment Department’s Investment Policy Statement specific to investment decisions and allocations.

‒ Collaborated with Corporate Communications to develop a Corporate Social Responsibility report.

FINANCIAL DYNAMICS,

2005 to 2006

Assistant Vice President, Investor Relations and

Corporate Communications

• Performed detailed market, industry, competitor, and economic analysis; published reports, articles, and white papers for clients,

including hedge funds, private equity, and asset management firms.

• Maintained relationships with senior management and clients; proactively disseminated data and information that could impact

client share performance.

• Created communications strategies, including marketing collateral, thought leadership platforms, web content, press releases,

factsheets, conference call scripts, and investor presentations.

• Mentored and guided junior research analysts on writing and research efforts.

ADVISOR PRODUCTS INC.,

2004 to 2005

Economist and Senior Financial Writer

• Authored financial planning articles, web content, and quarterly newsletters educating high net-worth investors and advisors on

potential fixed income and equity products for estate planning, foundation, and insurance strategies.

• Created new products, including a Quarterly Market Wrap and Economic Commentary

EDWARD JONES INVESTMENTS,

2000 to 2002

Market Strategy Analyst

(2001-2002)

• Analyzed U.S., Canadian, and European macroeconomic environments and equity and fixed income markets; wrote daily

commentary and asset allocation strategy updates, published specific sector, economic, and investment viability reports.

• Assisted brokers with recommendations, as well as, balancing and allocation decisions specific to a client portfolio; participated

in the management of the research department’s benchmark model portfolio.

• Scripted, and oversaw production of continuing education videos broadcasted to 12,000 broker offices; wrote and edited sections of

broker training manuals.

• Researched and analyzed new corporate growth opportunities with a focus on European market opportunities and new investment

products; presented market and product recommendations to the management committee.

Equity Research Associate Analyst, Healthcare

(2000-2001)

• Researched and wrote reports, weekly presentations, and industry news articles on small to mid-cap generic pharmaceutical,

P

ROFESSIONAL

E

XPERIENCE

-

C

ONTINUED

WASHINGTON UNIVERSITY IN ST. LOUIS,

1998 to 1999

Mellon Post-Doctoral Fellow

• Created and taught Economics of Race (Labor Economics) and African-American Economic History courses. • Continued dissertation research in labor economics and economic history.

FISK UNIVERSITY,

1995 to 1997

Assistant Professor of Business

• Taught Applied Statistics, Macroeconomics—including Principles, Microeconomics—including Principles, Entrepreneurship,

Management Science, Business Law and Ethics, Labor Economics and Applied Calculus courses.

• Taught interdisciplinary courses entitled “The World and Its Peoples” and “Varieties of Literature.” • Mentored students and served as Delta Mu Delta honor society advisor.

• Member of University Faculty Committee; Curriculum Committee; Summer Curriculum Workshop

R

ECENT

A

CADEMIC

P

UBLICATIONS

Venkatesan, M. (2015). Explicit Integration of Sustainability into Curriculum: A Case Study Involving Introductory Economics. International Journal of Sustainability Education 11(1), 1-10.

Venkatesan, M. (2015). Sustainability in the curriculum and teaching of economics: Transforming introductory macroeconomics. American Journal of Educational Research, 3(1), 5-9.

Venkatesan, M. (2015). Values, behaviors, and economic outcomes: Sustainability in the teaching of economics. In W. L. Filho, U.M. Azeiteiro, S. Caeiro, and F. Alves (Eds.), Integrating Sustainability Thinking in Science and Engineering Curricula (World Sustainability Series 2015), 559-567.

Venkatesan, M. (2015). The Values Foundation of Incorporating Sustainability into the Economics Curriculum. International Journal of Sustainability Education (forthcoming April 2015).

Venkatesan, M. (2015). Everyday Macroeconomics: An Indicator Assessment Project. Bridgewater State University. (forthcoming April 2015).

Chapter accepted pending publication, Sustainability in the University Curriculum: Teaching Introductory Economics in Teaching Education for Sustainable Development at University Level (forthcoming September 2015).

Chapter accepted pending publication, Sustainability in the University Curriculum: Teaching Introductory Economics in Challenges in Higher Education for Sustainability (forthcoming September 2015).

G

RANTS AND

F

ELLOWSHIPS

• Center for Sustainability Grant Recipient (2015): Sustainability: An Indigenous and Native Lifestyle and a Developed World Requisite; $200

• Institute for Social Justice Grant Recipient Engaging Ideas Series (2015): Native Americans: Cultural obscurity the aftermath of

economic exploitation; $500

• Environmental Leadership Fellow (2015); $500 • DQP Educational Assessment Charrette (2015); $500

• Center for Sustainability Grant Recipient (2014): Integrating Sustainability into Principles of Macroeconomics; $200 • Institute for Social Justice Grant Recipient (2014): Course Development Grant, “The Economics of Race;” $1,500

• Writing Across the Curriculum Grant Recipient (2014) "Writing Manual for Economics." $500

U

NIVERSITY

I

NVOLVEMENT AND

A

CTIVITIES

• Faculty Board Member, Center for Sustainability, Residential Learning Center

C

OMMUNITY

V

OLUNTEER

A

CTIVITY

Selected Recognition:

Brewster Chamber of Commerce, Chamber Hero Award: Sustainability Action Plan, 2013 Recognized Volunteer, NYNIRI, 2009

Best North American Corporate Governance Website (Transparency, Ease of Navigation and Disclosures), IR Global Rankings, 2009

Volunteer Activity:

Founding Member, Cape Environmental Action, 2013-present Member, Finance Committee, Town of Brewster, 2013-present Board Member, Ocean Edge Resort and Golf Club, 2013-present

Instructor and Grader, CFA Research Challenge, 2012-2015

Chairman, Environmental Action Committee, First Parish Brewster, 2013-2015 Sustainability Consultant, Brewster Chamber of Commerce, 2012-2013