Tuesday, July 31, 2018
Appalachian State University, Boone, NC
This roundtable workshop is designed to deepen participants' understanding of environmental, social and governance (ESG) investing. The workshop featured representatives from the Crane Institute and the Intentional Endowments Network. It was held in conjunction with, and a part of, the Appalachian Energy Summit, which ran from July 30 - August 1.
9:45am Plenary panel
Guests Speakers
Tony Cortese, Co-founder of the Crane Institute; and Principal of the Intentional Endowments Network
Dennis Johnson, IEN Steering Committee Member; and Chief Investment Officer, TIAA Endowment & Philanthropic Services
Glen Macdonald, Crane Institute Board Member; Senior Vice President & Institutional Client Advisor, U.S. Trust; and Advisory Board Chair, Wealth & Giving Forum
12pm - 4pm Lunch and Intentionally Designed Endowment Roundtable
Agenda includes
Interactive conversation over lunch
Further conversation with the panelists from the morning plenary (above)
A conversation with Libby George, Director of Investments, NC State University
Facilitated dialogue, sharing of best-practices, and peer learning with CFOs, trustees, and endowment staff