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

 

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

 

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. 

  • Joseph Biernat, Trustee, Gettysburg 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
  • Peter Kinder, Trustee, Green Mountain College
  • Anthony Rust, Trustee, Warren Wilson College 
  • Joan Steel, Trustee, Loyola University Chicago 
  • Carl Vance, Chief Investment Officer, Lewis & Clark College 
  • Valerie Wayne, Board of Directors, Rockefeller Brothers Fund

 More details on the Trustee Peer-Learning Group

 

Student-Managed Investment Funds 

This Working Group 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.

  • Eban Goodstein, Bard Center for Environmental Policy
  • Kathy Hipple, Bard Center for Environmental Policy
  • Asli Ascioglu, Bryant University
  • Mike Phillips, California State University Northridge
  • Maureen Downey, Claremont McKenna College
  • Shannon Mudd, Haverford College
  • Tucker Cadow, Middlebury College
  • Robert Engel, Middlebury College
  • Cecilia Chapiro, New York University
  • Brendan Culliton, New York University
  • Sara Minard, Northeastern University
  • Kaustubh Bansal, Northeastern University
  • Connie Dayina, Northeastern University
  • Loretta Gallegos, Center for Social Innovation, Stanford Graduate School of Business
  • Abby Ivory, University of Utah
  • Liesel Schwarz, Villanova University
  • Russell Heller, Yale University
  • Cary Krosinsky, Yale University
  • Gabe Rissman, Yale University

More details on the Student-Managed Investment Funds Group

 

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
  • Dennis Johnson, CIO, TIAA
  • Hannah Lucal, Racial Justice Investing, Open Mic
  • Phuong Luong, Financial Planner, Just Wealth
  • 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

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

 

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