Past Working Groups

The following working groups are currently inactive. For information on IEN's current Working Groups click here.

Business Case for ESG 

Developing documents and other vehicles to evaluate the business case for ESG integration, designed for audiences of trustees, presidents, CIO's, and CFO's.

  • Fred Rogers, Vice President and Treasurer, Carleton College 
  • Paul Carey, CFO/Associate VP of Development, Portland State University Foundation  
  • Felicia Davis, Managing Director, Building Green Campuses, Clark Atlanta University
  • Patrick Norton , Vice President for Finance and Treasurer, Middlebury College
  • Morgan Olsen, Executive Vice President, Treasurer and Chief Financial Officer, Arizona State University
  • Carl Vance, Chief Investment Officer, Lewis & Clark College
  • Patrick Drum, Portfolio Manager, Saturna Capital
  • Julie Gorte, Senior Vice President for Sustainable Investing, Pax Global
  • Lisa Hayles, Institutional Investment Services, Boston Common Asset Management
  • Sonia Kowal, President, Zevin Asset Management
  • Tom Kuh, Executive Director, MSCI
  • Elizabeth Lewis, Sustainable Investment Lead, World Resource Institute
  • Ken Locklin , Director, Impax Asset Management
  • Erika Pagel, Portfolio Manager, Brown Advisory
  • Tanvi Pradhan, Client Associate, RBC Wealth Management
  • Cheryl Smith, Managing Partner, Trillium Asset Management
Investor Sign-on Initiatives 

Working to engage more endowments in signing on to public investor statements related to sustainability and ESG issues; and to establish an efficient system for reaching and informing those endowments that become interested in taking these kinds of actions.

  • Chair: Chris Davis, Ceres and the Investor Network on Climate Risk
  • Leslie Samuelrich, President, Green Century Capital Management
  • Felicia Davis, Managing Director, Building Green Campuses, Clark Atlanta University
  • Stephen Viederman, Chair, Finance Committee, Christpher Reynolds Foundation
  • Keith Johnson, Chairman, Institutional Investor Legal Services, Reinhart Boerner Van Deuren s.c.
  • Alice DonnaSelva, Investment Consultant, Prime Buchholz & Associates
  • Michele Madia, Director of Education and Partnerships, Second Nature
  • Marcie Smith, Executive Director, Responsible Endowments Coalition
Peer-to-Peer Networking 

Developing efficient and effective ways to connect higher education decision makers, who influence endowment investment policies and practices, with their counterparts at other institutions to facilitate peer-to-peer learning and networking that will support intentionally designed endowments.

  • Co-Chair: Garrett Ashley, Vice Chancellor, University Relations and Advancement, The California State University
  • Co-Chair: David Dinerman, Trustee, Hampshire College
  • Don Gould, Trustee, Pitzer College
  • George Hanley, Trustee, University of Dayton
  • Tom Mitchell, Managing Director, Cambridge Associates
  • Chris Davis, Senior Program Director, Investor Programs, CERES
  • Mark Orlowski, Executive Director, Sustainable Endowments Institute
  • Robert Nava, CEO, SF State University Foundation
  • Marcie Smith, Executive Director, Responsible Endowments Coalition
  • Nicole Nesbitt, Institutional Relationship Manager, Brown Advisory
  • Elizabeth Lewis, Sustainable Investment Lead, World Resource Institute
  • Alexis Parcella, Director, Partner Relations, Alternative Investment Group

 

IEN Funding Strategy 

Developing a business model for the short- and long-term funding for the Intentional Endowments Network (IEN).

  • Chair: Alex Lamb, Partner, Commonwealth Impact Partners; and Trustee, Monserrat College of Art 
  • Patrick Norton, Vice President for Finance and Treasurer, Middlebury College
  • Sheri Tonn, Former CFO, Pacific Lutheran University
  • Paul Hilton, Partner, Trillium Asset Management
  • Julie Gorte, Senior Vice President for Sustainable Investing, Pax Global