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