ESG Debate: Two Sides to the Green Coin

With 25+ years of experience in complex program delivery for the buy-side, Bill partners with his clients on their largest transformational initiatives. Bill specializes in front-to-back operations and technology for asset managers, asset owners, and asset servicers, including funds, alternative investments, ETFs, and pensions. As part of his transformation initiative engagements, Bill advises his clients through strategic business reviews, operating model design, technology and data modernization, and strategic partner selections. Bill leads the North America Capital Markets ESG consortium for the firm, responsible developing innovative, relevant capabilities for Accenture’s buy-side clients.

Bill is also an active member of NICSA, SIFMA, and volunteers shaping young minds through SIFMA Foundation Invest It Forward/InvestWrite programs. Before transitioning to consulting, Bill served in multiple roles at a FinTech start-up, and a managed trade operations at a Global Asset Manager.

Amy McDonald advises registered funds, including mutual funds and exchange-traded funds (ETFs), and their investment advisers in a number of areas, such as US Securities and Exchange Commission (SEC) filings, regulatory and compliance issues, corporate matters, and Board governance. Amy also helps clients with advocacy efforts surrounding SEC rulemakings and advising on subsequent implementation and compliance questions. Amy is an active member of the firm’s environmental, social, and governance (ESG) and sustainability working group, and frequently advises clients on ESG investing, disclosure, and compliance questions.

In addition to supporting clients in drafting fund documents, including registration statements, proxy materials, and exemptive applications, Amy has experience in a broad range of legal, regulatory, and transactional matters. Before joining Morgan Lewis, Amy spent almost 10 years practicing in house, serving most recently as legal counsel to the ETF business of a New York–based asset manager. Prior to this, Amy served in legal, regulatory and compliance roles for a Boston-based investment adviser/fund complex. Amy began her legal career as an associate in the financial services group of an international law firm, resident in Boston.