Margret Trilli
Chief Executive Officer and Chief Investment Officer, ImpactAssets, joining the Summit from the San Francisco Bay Area
Margret's 25-year career includes executive leadership, investment and operating roles for large and small companies including Barclays Global Investors/Blackrock and Charles Schwab. Her experience spans investment management, product management, strategy and planning, reengineering, turnarounds and business building. Margret’s investment expertise spans direct private equity and venture capital, international equities, currency hedging, commercial real estate, energy, natural resources, ESG/values-aligned strategies and impact investing.
She founded Intentional Capital, a boutique private equity firm serving custom direct investments to a select group of family offices, many of whom have fully developed impact investing strategies. Margret also serves on the boards and investment committees of three family offices.
Margret graduated from Stanford Graduate School of Business and holds a degree in Economics from University of California Santa Barbara. Margret lives in San Francisco, CA with her husband and children.
Rachel Butler
President, Catalytic Impact Foundation (CIF), joining the Summit from Boston, Massachusetts
As President of the CIF, Rachel has extensive experience and expertise analyzing, evaluating, and investing in early- and mid-stage companies in the life sciences and healthcare industry.
Since 2016, she has reviewed hundreds of such companies and served as a team leader, overseeing and managing the research, analysis, and investment processes, to select companies for presentation and/or investment, beginning at Cavendish Global and then at CIF. She is a lead member of the investment team that invested in the CIF portfolio of innovative healthcare companies.
Previously, she served as co-founder and Editor-in-Chief of Asthma Magazine, a patient education publication for asthma and allergy. The magazine was used by the NHLBI to educate participants in its nationwide children’s asthma (CAMP) study; by Merck to launch its first-in-class asthma drug, Singulair; and by the American Lung Association, the American Academy of Asthma, Allergy and Immunology, the National Association of School Nurses, health maintenance organizations, disease management companies, and private practitioners throughout the country, to educate their patients about the condition. Subsequently, she guided the company through its acquisition by Elsevier Health Sciences, a leading publisher of medical journals, where she continued as Editor-in-Chief for five years.
She is a graduate of St. Lawrence University, a trustee and treasurer of the Ross Conservation Trust. She is married with four children and lives near Boston, MA.