Jon Lukomnik
Founder, Sinclair Capital
Jon Lukomnik currently serves as Brandmeyer Fellow for Sustainable Investing and Adjunct Professor of International and Public Affairs at Columbia University. An associate editor for the Journal of Impact & ESG investing, he serves on the Board of The Shareholder Commons and the Externality Investment Research Network, and on the Advisory Board of The Investment Integration Project. He previously served as a trustee for the Van Eck mutual funds, ICAVs and UCITs, as a member of the Deloitte Audit Quality Advisory Committee, and the Standards and Emerging Issues Advisory Group of the Public Company Accounting Oversight Board. Forbes calls long-time institutional investor Lukomnik one of the pioneers of modern corporate governance. His newest book, The Handbook of System-Level Investing, which he edited with William Burckart, features chapters from institutional investors with a total of more than 5.5$tr in total assets under management and shows how those investors are using system-level investing in practice. His previous book, “Moving Beyond Modern Portfolio Theory: Investing That Matters” (co-authored with James Hawley) is widely praised as the “seminal” work on the finance theory underpinning system-level investing. Their work focuses on MPT’s inability to deal with systematic risk and provides a coherent finance theory to explain why investors mitigate risks such as climate change from a risk/return perspective. He is also the co-author of three other academic books about corporate governance and capital markets. He is the author of more than 200 academic and practitioner articles, the most recent of which is “Confronting Complexity: A design-guide for system-level investors,” published in She Ji: The Journal of Design, Economics, and Innovation. Lukomnik has been the investment advisor or a trustee for more than 100$ bn (including New York City’s pension funds and the Van Eck mutual funds) and has consulted to institutional investors with aggregate assets of more than 3$tr. He co-founded the International Corporate Governance Network (ICGN) and Governance Metrics International (now part of MSCI). He served for more than a decade as the Executive Director of the IRRC Institute and is a former Pembroke Visiting Professor of International Finance at the Judge Business School at Cambridge University (UK) and was Senior Fellow at the High Meadows Institute. He is the recipient of many honours, including a lifetime achievement award from the ICGN.
