12:30 - 1:00 Registration, settling in, and networking
1:00 - 1:10 Welcome remarks
1:10 - 1:30

Fireside Chat: Protecting Higher Education's Freedom to Consider Environmental and Social Metrics When Investing

1:30 - 1:40

Dialogue at Small Tables: Introduce yourself to others at your table & share your goals for the roundtable. What do you hope to get out of the afternoon?
1:40 - 2:20

Panel: Building Consensus & Establishing the Investment Policy
A Virginia Wesleyan Case Study

2:20 - 2:40

Dialogue at Small Tables: How is your organization thinking about sustainable investing?  What barriers do you face, what tools or solutions might be most helpful?

2:40 - 3:20

Panel: Racial Equity in the Investment Process
A Warren Wilson College Case Study

  • Anthony Rust, Trustee and Chair of the Investment Committee, Warren Wilson College
  • Sumali Sanyal, Managing Director and Senior Portfolio Manager, Systematic Global Equities, Xponance
  • Jaylen Spann, Senior Associate, Whistle Stop Capital
  • Moderator: Judy Chambers, Managing Principal / Private Markets Consultant, Meketa
3:20 - 3:40

Dialogue: Where is your institution in integrating JEDI goals and approaching the intersection between climate justice and the just transition in your Investment Policy Statement?

3:40 - 4:00

Coffee Break 

4:00 - 5:15

Next Level Conversations: 8 labeled topical tables, where one presenter shares about the topic/their work, and proceeds to lead a conversation with table mates for ~20 minutes. Attendees rotate to different tables a total of three times to maximize topical learning, networking, and conversation.

  • The nexus between Climate Justice and Just Transition: case studies highlighting Western Sahara, the apparel industry, and Indigenous rights
    TableLead: Whitney SweeneySchroders

  • Retirement Readiness: Sustainability as a catalyst to close the retirement gap and drive participant engagement
    Table Lead: Melissa Platner, Impax Asset Management

  • Urban Impact Real Estate
    Table Lead: Tomas Landes, Primestor

  • Incubating Innovation at Historically Black Colleges and Universities
    Table Lead: Julian Thompson, UNCF

  • Is Europe Still Leading on Sustainable Investing?
    Table Lead: Anastasia Guha, Redington

  • Return to Diversity: Bringing all Talent to the Table to Drive Outperformance
    Table Leads: Ivy Jack & Ruth Shaber, Diverse Investing Collective, Tara Health Foundation

  • Protecting Higher Education's Freedom to Consider ESG Metrics When Investing
    Table Leads: Andrew Poreda & Shivaram Rajgopal, Sage Advisory & Columbia Business School

  • The need for caution, investing intentionally and the rise of impact measurement
    Table Lead: Brian Svendahl, RBC Global Asset Management
5:15 - 5:30

Debrief, Dialogue & Action Planning: What emerged from your conversations today as collective or individual next steps? Are there topics you’d like to dive into more deeply within the Network?






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