Georges Dyer

Principal, Intentional Endowments Network

  • published IEN Community Investing Roundtable in Past Events 2018-03-22 16:13:18 -0400


    The Intentional Endowments Network will host a Community Impact Investing Roundtable focused on opportunities for place-based investing. The Roundtable will convene endowment and foundation decision-makers and other stakeholders interested in enhancing their leadership on sustainable investing.

    Date: Monday, June 11, 2018

    Time: 1:00 - 6:30 pm

    Location: The Boston Foundation, 75 Arlington Street #1000, Boston, MA

    Size: ~40-50 participants 

    Theme: Community Impact Investing – This Roundtable event will explore a variety of community investment strategies, drawing on the experience of community foundations, philanthropic foundations, and endowments as well as investment managers and consultants. It will include a focus on practical approaches for higher education endowments to integrate community impact investing strategies in their portfolios. US SIF defines a “community investment” as having the following three core characteristics:

    1. A focus on marginalized areas or communities that conventional market activity does not reach (in practice, low-income neighborhoods or regions, communities of color, and underserved geographic regions such as rural communities);
    2. A focus on enabling the delivery of explicit social benefits (affordable housing, economic development, provision of needed goods and services at affordable rates, healthier outcomes) to those areas or communities; and
    3. A financial product available for investment that can be managed in terms of risk and return.*

    As colleges and universities are often anchor institutions in their communities, the concept of place-based impact investing is a compelling prospect. In addition to generating financial return for the endowment, such investments have the potential for many ancillary benefits. Because they support a more prosperous and thriving local neighborhood they can help improve community relationships, lower crime rates, enhance safety, and attract students, faculty, and staff.  

    Audience: Senior administrators, trustees, and endowment/foundation staff from colleges and universities, community foundations, and other investor groups, as well as sustainable investment experts from investment management firms, advisory firms, non-profits, and other relevant stakeholders. The program will be designed primarily for participants who are interested in pursuing sustainable investment strategies on some level and looking to learn about community investment opportunities and how best to implement or advance such strategies.

    Format: The format will be highly interactive, with brief presentations from expert speakers or panels to deliver content and seed conversation, integrated with significant time spent in small-group dialogue sessions at round tables.

    Program design: Program content will be driven by responses from participants on what their key questions are on these topics at the time, and what they hope to get out of the event. The agenda will be designed to build through the afternoon to deliver necessary content, facilitate peer-to-peer information sharing and learning, and result in pragmatic, actionable outcomes for participants to take back to their institutional roles. Depending on participant feedback, potential topics may include:

    • The state of the field in terms of endowment and foundation-ready community investment opportunities
    • Proven models for endowments and foundations to earn a financial return while generating measurable positive impact in their local communities
    • Discussions of themes and outcomes, e.g., jobs, affordable housing, innovation, clean energy 
    • Strategies for leveraging state and federal incentives, tax-equity partners, etc.
    • Enhancing peer-to-peer support and learning across institutions among trustees, endowment and foundation staff and senior administrators


    This event is generously sponsored by:


    Convening Sponsor:

    Supporting Sponsors:






    * US SIF, Initiative for Responsible Investment, and Milken Institute (2013). “Expanding the Market for Community Investment in the United States.”




  • signed up on Mailing Lists 2018-04-04 20:18:17 -0400

  • followed Quarterly IEN Newsletter 2015-05-21 11:46:51 -0400

    Quarterly IEN Newsletter

    IEN's bi-monthly newsletter provides an original article from a participant in the network, a spotlight on one school's endowment, updates from the IEN, the top recent news, new reports, and upcoming events. 

    Newsletter Archives

    • Fall 2019
      • Feature Article: Investors Wield Shareholder Power to Address Climate Investment Risks
      • School Spotlight: California State University
    • Summer 2019
      • Feature Article: Wielding Alternative Debt Towards a Resilient Future
      • Spotlight: 2020 Higher Ed Climate Leadership Summit - Registration Launched and Keynotes Announced
    • Spring 2019
      • Feature Article: Making An ESG Impact through Public Fixed-Income
      • School Spotlight: Middlebury College
    • Winter 2019
      • Feature Resource: Addressing Climate Change Through a Private Equity Lens, Making An Impact
      • Spotlight: Higher Education Climate Leadership Summit Agenda & Attendees
    • Fall 2018
      • Feature Resource: The Power and Impact of Community Investing
      • Spotlight: Tony Cortese Named as AASHE Lifetime Achievement Award Winner
    • July 2018
      • Feature Resource: Gender Lens Investing Landscape - Barriers & Opportunities
      • School Spotlight: University of New Hampshire
    • April 2018
      • Feature Resource: How to Start and Run a Student-Managed SRI Fund Toolkit
      • School Spotlight: Lewis & Clark College and Becker College
    • February 2018
      • Special Edition: 2018 Higher Education Climate Leadership Summit Reflections
    • December 2017
      • Feature Resources: 'Fireside Chat: The Pitzer College Story' and 'Webinar: Passive ESG Strategies'
      • School Spotlight: Hampshire College
    • October 2017
      • Feature Article: "The Intentionally Designed Endowment" By: Tony Cortese, Georges Dyer, and David Dinerman
      • School Spotlight: Warren Wilson College
    • August 2017
      • Feature Article: "ESG Investing Trends: Common Approaches and Benchmarking" Q&A with: Thomas Kuh, Executive Director, MSCI and Paul Schutzman, Executive Director, MSCI
      • Schools Spotlight: University System of Maryland Foundation
    • June 2017
      • Feature Article: "Considerations for ESG Policy Development" and "The Paris Agreement in the Investment Policy" By: The Intentional Endowments Network & Cambridge Associates
      • School Spotlight: Higher Education Signatories of 'We Are Still In'
    • April 2017
      • Feature Article: "Fiduciary Duties for Endowments and Foundations: Integrating Nonprofit Mission Goals into Investment Practices" By: Megan Jackson and Keith Johnson
      • School Spotlight: Unity College
    • January 2017
      • Feature Article: "Strategies for Investing in a Climate-Safe Future" By: Ken Locklin
      • School Spotlight: Arizona State University
    • November 2016
      • Feature Article: "Investing in Clean Energy: Campuses and Endowments" By: IEN's Clean Energy Working Group
      • School Spotlight: Luther College
    • April 2016
      • Feature Article: "Moving to 100% Impact Investing Across All Asset Classes: A How-To Guide" By: Paul Herman
      • School Spotlight: Becker College
    • January 2016
      • Featured Article: "2016 Proxy Voting Brings Opportunity to Accelerate Corporate Sustainability Progress" By: Stuart Dalheim
      • School Spotlight: University of California, Yale University, Loyola University, Bard College and Swarthmore College
    • October 2015 
      • Featured Article: "Fiduciary Duty is Not an Obstacle to Addressing ESG" By: Sonal Mahida
      • School Spotlight: San Francisco State University Foundation 
    • August 2015
      • Featured Article: "Thoughts on ESG Investing and Fossil Fuel Consumption" By: Fred Rogers
      • School Spotlight: University of California
    • June 2015 
      • Featured Article: "Selling Stranded Assets: Profit, Protection, and Prosperity" By: Bob Litterman
      • School Spotlight: Yale University 
    • April 2015 
      • Featured Article: "How Hampshire Invests" By: Jonathan Lash
      • School Spotlight: Humboldt State University 



  • published Career Opportunities in About 2014-10-31 12:33:46 -0400


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