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) 
  • Rob Berridge, Director, 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
  • 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


Investing in 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 & 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.
  • 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

This Working Group aims to bring trustees together to create a peer-to-peer learning effort among trustees of colleges and universities on sustainable investing. Their first meeting will be in Chicago on April 26th, where they will work to develop a plan to increase trustee engagement surrounding sustainable investing.

  • 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 

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
  • Harold Bracy, Brown University
  • Varun Narayan, Brown University
  • Asli Ascioglu, Bryant University
  • Mike Phillips, California State University Northridge
  • Chenoa Schatzki-McClain, Carleton College
  • Nathalie Wallace, Ceres
  • Jem Hudson, Harvard College
  • David Wood, Harvard University
  • Jonathan Gill, Harvard University
  • Shannon Mudd, Haverford College
  • Alexander Laitamaki, New York University
  • Deborah Burand, New York University
  • Cecilia Chapiro, New York University
  • Sara Minard, Northeastern University
  • Kaustubh Bansal, Northeastern University
  • Chen Min, Northeastern University
  • Ruby Khan, Northeastern University
  • Marcie Smith, Responsible Endowments Coalition
  • Stephanie Bertels, Simon Fraser University
  • Loretta Gallegos, Stanford University
  • Seren Pendleton- Knoll, UC Berkeley Haas School of Business Center for Responsible Business
  • Liesel Schwarz, Villanova University
  • Richard Bookbinder, Washington College
  • Russell Heller, Yale University
  • Cary Krosinsky, Yale University
  • Gabe Rissman, Yale University


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