Jeffry Haber

Professor of Accounting

Jeffry Haber is Professor of Accounting at Iona College, teaching undergraduate and graduate classes in a variety of accounting areas, and Senior Director, Finance at the Commonwealth Fund and also Managing Member of Classic Lanes Operating LLC.  He publishes in academic journals about investing and accounting matters. A sampling of some recent publications include:


Journal of Applied Business and Economics

“Passively Active Investing – A Five Year Test,” Volume 22(2), 2020, pp 74-87


Global Journal of Business Research

“Can Active Fund Managers Be Replaced with Exchange Traded Funds?” Vol. 13, No. 2, 2019, pp 95-104


The CPA Journal

“A Primer on Cause Investing,” April 2019, pp 46-51


“Preparing the Statement of Cash Flows Using the Direct Method: Illustrating a Simpler Approach,” April 2017, pp 52-55 (Co-authored with Karen Wallace)


International Journal of Financial Research

“Forecasting Portfolio Balance Using Return Mean, Standard Deviation and Spending,” Vol. 7, No. 2; April 2016, pp 98-121 (Co-authored with Andrew Braunstein)


He is the author of “What If Everything We Knew About Investing Was Wrong?” and “Accounting Demystified,” a primer on financial accounting, which is available in English and Chinese.


Haber received BS and MS degrees from Syracuse University and a PhD from Rensselaer Polytechnic Institute, and is a CPA licensed in New York, and holds other licenses and certifications. He is a frequent speaker at academic, professional, investment and accounting conferences.

All Sessions by Jeffry Haber

See Full Agenda

Day 1: May 12, 2022

Day 2: May 13, 2022

9:30 am

9:30 am


Respond to the Changing ESG Landscape to Meet Globally Accepted Standards

ESG has been top of mind in virtually all foundation and endowment investment strategies. Meet ESG disclosures and measurement criteria, finally occurring in global standards, by creating a critical response strategy. Break through the confusion to:

  • Measure and better demonstrate how your investments relate to people, the planet and prosperity
  • Understand the established globally accepted sustainability performance standards
  • Determine how ESG transparency and mandatory reporting will impact your investments

Gain a better understanding of the changing ESG regulations and what they mean for your investment strategies.

11:30 am

11:30 am


Deliver on Your Sustainability Mandate by Responding to Greenwashing Risks

Sustainability is the keystone of ESG investment. Navigate risks to your ESG portfolio with a sustainability assessment. Address the challenges by:

  • Managing concerns surrounding rare earth mining needed to fuel the green economy
  • Influencing companies to reduce their emissions, including tech firms
  • Measuring different approaches to sustainable investments that may not be as advertised

Assess your sustainable investments to determine how they can negatively impact your mission.