Working Groups

IEN Working Groups meet regularly to advance key strategies in support of the network's goals. Below, is a brief description of the current Working Groups.  Some are intended to be long-standing, while others form around specific tasks for a short period of time. If you are interested in participating in existing Working Groups, or forming new ones, please contact us

 

Fiduciary Duty & Policy 

Developing documents and other vehicles to clarify for higher education trustees how sustainable investing strategies relate to their fiduciary duties, designed for audiences of trustees, presidents, CIO's, and CFO's. 

  • Chair: Keith Johnson, Chairman, Institutional Investor Legal Services, Reinhart Boerner Van Deuren s.c.
  • Jonathan S. Klavens, Senior Counsel, Klavens Law Group, P.C. 
  • Stephen Viederman, Chair, Finance Committee, Christopher Reynolds Foundation
  • Susan Gary, Professor, University of Oregon Law School
  • Valentina Glaviano, Director of Endowment and Foundation Services, TIAA
  • Sarah Clevland, CEO, Sarah Cleveland Consulting
  • Theodore Casparian, Founder, Sustainable Investing 4 All
  • Don Trone, Founder & CEO, 3 Ethos

More details on the Fiduciary Duty & Policy Working Group page

 

Trustee Peer-Learning Group

Connecting trustees to create opportunities for peer-to-peer learning among college and university fiduciaries on sustainable investing. 

  • Garrett Ashley, Vice Chancellor, California State University
  • Joseph Biernat, Trustee, Gettysburg College
  • Dianne Dillon-Ridgley, Trustee, Green Mountain College 
  • David Dinerman, Trustee, Hampshire College
  • Mike Fiorio, Trustee, Northland College
  • Don Gould, Trustee, Pitzer College
  • George Hanley, Trustee, University of Dayton
  • Dick Hurd, Trustee and Chair, Investment Committee, Hampshire College
  • Robert Johnson, Trustee, UMass Foundation 
  • John Kluge, Trustee, Babson College
  • Jameela Pedicini, Director, Perella Weinberg Partners 
  • Valerie Rockefeller, Board of Directors, Rockefeller Brothers Fund
  • Anthony Rust, Trustee, Warren Wilson College 
  • Keith Salus, Trustee, College of Charleston Foundation 
  • Joan Steel, Trustee, Loyola University Chicago 

 More details on the Trustee Peer-Learning Group

 

Sustainable & Impact Investing Learning & Knowledge  (SIILK) Network

The SIILK Network was formed at the convergence of several conversations within and beyond the Intentional Endowments Network (IEN) around the growing interest in student-managed investment funds pursuing sustainable investing strategies, as well as the development of sustainable investing focused curriculum.

IEN is coordinating the SIILK Network to help connect stakeholders including students, faculty, administrators, trustees, and financial professionals on campuses across the country that are involved with student-managed funds and sustainable investing curriculum development. Participants share best practices, resources, curricula, and undertake other activities to support sustainable investing funds and education. The SIILK Network connects student-managed fund advisors, academics focused on sustainable investing, and students involved in student-managed funds to share best practices and resources to advance sustainable investing curriculum and strategies in each fund.

More details on the SIILK Network

 

Diversity, Equity and Inclusion (DEI)

Educating and supporting endowments in considering DEI factors at all levels of the investment process. 

  • ChairLisa Hayles Vice President Boston Common Asset Management
  • ChairHenry Lancaster, Consultant HBCU Green Fund
  • Meredith Benton, Lead, Whistle Stop Capital, LLC
  • Felicia Davis, Director, HBCU Green Fund & Clark Atlanta University
  • Dianne Dillon Ridgley, Trustee, Green Mountain College
  • Art Frazier, Director of Facilities, Spelman College
  • Hannah Lucal, Racial Justice Investing, Open Mic
  • Henry McKoy, Director of Entrepreneurship, North Carolina Central University
  • Donna Morton, CEO, Change Finance
  • Robert Raben, Founder & President, The Raben Group
  • Anthony Rust, Trustee, Warren Wilson College
  • Tara Wadhwa, Associate Director, NYU Stern Center for Business and Human Rights
  • Justin Wilson, Attorney, Diverse Asset Management Initiative (DAMI)
  • Julianne Zimmerman, Managing Director, Reinventure Capital
  • Randall Strickland, Director, Cornerstone Capital Group
  • C. Earl Peek, Founder & Managing Partner, Diamond Ventures 

More details on the Diversity, Equity and Inclusion (DEI) Group

 

Shareholder Engagement 
Developing a strategy to share information with endowments on how to effectively use their rights as corporate share owners to engage portfolio companies on governance and sustainability concerns about accountability, transparency, the environment and social justice. 
  • Chair: Heidi Welsh, Sustainable Investments Institute (Si2) 
  • Dan Mitler, Senior Associate, Shareholder Engagement, Ceres
  • Ophir Bruck, Senior US Network Manager, Principles for Responsible Investment
  • Sebastian Brinkmann, Head of Business Development, TruValue Labs
  • Theodore Casparian, Founder, Sustainable Investing 4 All 
  • Stuart Dalheim, VP, Shareholder Advocacy, Calvert Investments
  • Alice DonnaSelva, Investment Consultant, Prime Buchholz & Associates
  • Amy Dine, Director of Advocacy, Terra Alpha
  • Christi Electris, Senior Associate, Croatan Institute 
  • Bennett Freeman, Principal, Independent Consultant
  • Gabe Rissman, Student, Yale University's Dwight Hall SRI Fund 
  • Tim Smith, Director of ESG Shareholder Engagement, Walden Asset Management
  • Stephen Viederman, Chair, Finance Committee, Christopher Reynolds Foundation 
  • Todd Walker, Trustee, Green Mountain College

 More details on the Shareholder Engagement Working Group page

 

To see a list of IEN's past Working Groups, click here.