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) 
  • Bennett Freeman, Principal, Independent Consultant
  • Alice DonnaSelva, Investment Consultant, Prime Buchholz & Associates
  • Rob Berridge, Director, Shareholder Engagement, Ceres
  • Tim Smith, Director of ESG Shareholder Engagement, Walden Asset Management
  • Stuart Dalheim, VP, Shareholder Advocacy, Calvert Investments
  • Stephen Viederman, Chair, Finance Committee, Christopher Reynolds Foundation
  • Sebastian Brinkmann, Head of Business Development, TruValue Labs
  • Theodore Casparian, Founder, Sustainable Investing 4 All 
  • Ophir Bruck, Senior US Network Manager, Principles for Responsible Investment
  

Clean Energy 

Identifying and sharing strategies for colleges and universities to invest in energy efficiency and renewable energy through campus operations and their endowments. 

  • Chair: Chris O'Brien, Director of Higher Education Programs, Altenex; Lecturer and former Director of Sustainability, American University
  • John Chaimanis, Managing Director, Kendall Sustainable Infrastructrue
  • Daniel Dixon, Director, Office of Sustainability, University of Maine
  • Kevin Brennan, Principal, Equilibrium Capital
  • Alex Bernhardt, Head of Responsible Investment, US Mercer
  • Jenny Heeter, Senior Energy Analyst, NREL
  • Bracken Hendricks, CEO, Urban Ingenuity 
  • Nick Hylla, Executive Director, Midwest Renewable Energy Association
  • Ken Locklin, Director, Impax Asset Management
  • Michele Madia, Director of Education and Partnerships, Second Nature
  • Erik Melang, ‎Senior Managing Director, Clean Energy Advisors
  • Mark Orlowski, Executive Director, Sustainable Endowments Institute
  • Liesel Schwarz, Sustainability Director, Villanova University 
  • Dave Wallace, Managing Director, Investments, Pomona College

 

Fiduciary Duty 

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.
  • Stephen Viederman, Chair, Finance Committee, Christopher Reynolds Foundation
  • Susan Gary, Professor, University of Oregon Law School
  • Sarah Clevland, CEO, Sarah Cleveland Consulting
  • Kevin Brennan, Principal, Equilibrium
  • Theodore Casparian, Founder, Sustainable Investing 4 All 
  • Don Trone, Founder & CEO, 3 Ethos
  • Isaac Khurgel, Co-founder, ESG Solutions

 

Trustee Peer-Networking Group

  • Joseph Biernat, Trustee, Gettysburg College
  • David Dinerman, Trustee, Hampshire College
  • George Hanley, Trustee, University of Dayton
  • Peter Kinder, Trustee, Green Mountain College
  • Joan Steel, Trustee, Loyola University Chicago 
  • Carl Vance, Chief Investment Officer, Lewis & Clark College 

 

Student-Managed Investment Funds 

  • Launching soon 

 

 

 

Past Working Groups:

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