Program Agenda

Draft Agenda - Intentionally Designed Endowment Forum at Arizona State University 

The following draft agenda is subject to change based on feedback from invited participants. To provide your feedback, please email responses to the following questions to georges@intentionalendowments.org: 

  1. What are your burning questions on this topic?
  2. What, if any, unique information or expertise might you have to contribute to this conversation?  (none is required, we just want to have a sense of the expertise in the room)
  3. Please complete this sentence: “This meeting will be successful if at its conclusion I…”

 

Thursday, January 15           

1:00 PM         Welcome Remarks & Introduction

        • Rick Shangraw, CEO, ASU Foundation for a New American University 
        • Tony Cortese, Principal, Intentional Endowments Network 

1:30 PM         Dialogue Session 

2:00 PM         Panel: An Overview of Sustainable Investing: History, Trends, and 
                       Effectiveness
        • Moderator: Liz Michaels, Chief of Staff, Aperio Group
        • Bennett Freeman, Senior Vice President, Sustainability Research and Policy, Calvert Investments
        • Tom Kuh, Executive Director, MSCI
        • Adam Seitchik, Chief Investment Officer, Arjuna Capital

2:45 PM         Dialogue Session 

3:15 PM         Break

3:30 PM         Peer Profiles: Stories from Campuses across the Spectrum

        • Steven Sterman, Senior Portfolio Manager, University of California

3:40 PM         Panel: Investment Risks and Strategies: The Climate Case and Beyond

        • Moderator: Chris Davis, Director of Investor Programs, Ceres
        • Matthew Fitzmaurice, Chief Executive Officer and Founder, EcoAlpha Asset Management
        • Karina Funk, Large-Cap Sustainable Growth Co-Portfolio Manager, Brown Advisory
        • Ken Locklin, Managing Director, Impax Asset Management

4:30 PM         Dialogue Session

5:00 PM         Peer Profiles: Stories from Campuses across the Spectrum 

        • Robert Nava, President, San Francisco State Foundation / Vice President University Advancement, San Francisco State University

5:15 PM         Sunset walk 

6:10 PM         Reception

7:30 PM         Dinner Keynote (dinner sponsored by Perella Weinberg Partners)

        • Keynote Address: Kate Gordon, Executive Director, Risky Business Project

           

Friday, January 16

7:30 AM         Breakfast

8:00 AM         Keynote Address

        • Sustainability and Higher Education: Michael Crow, President, Arizona State University 

9:00 AM         Dialogue Session

9:15 AM         Panel: Sustainable Investing and The Responsible Fiduciary  

        • Moderator: David Dinerman, Trustee, Hampshire College; and Chief Financial Officer, ZoMazz, Inc.
        • Keith Johnson, Chairman, Institutional Investor Legal Services, Reinhart Boerner Van Deuren
        • Garvin Jabusch, Co-Founder and Chief Investment Officer, Green Alpha Advisors 

10:15 AM       Dialogue and Break 

11:00 AM       Peer Profiles: Stories from Campuses across the Spectrum

        • Richard Bookbinder, Investment Committee member & Senior Advisor to Alex Brown Student Investment Program, Washington College
11:10 AM       Panel: Structural Issues: Outsourced CIOs, Investment Managers, Commingled
                       Funds, & Other Realities
        • Moderator: Bob Litterman, Chairman, Board of Trustees, Commonfund; and Chairman, Risk Committee, Kepos Capital, LP
        • Alice DonnaSelva, Consultant, Prime Buchholz
        • Erik Haskel, Managing Partner, Perella Weinberg Partners
        • Tom Mitchell, Managing Director, Cambridge Associates

12:10 PM       Lunch

1:00 PM         Creating Intentionally Designed Endowments: Action Planning -
                      A Peer-to-Peer Conversation      

3:30 PM         Adjorn