IEN 2025 Annual Forum

2025 Annual Forum Banner

Join Us for Two Days of Collaborative Learning & Action Planning

IEN's 2025 Annual Forum will convene 100+ endowment, foundation, and sustainable investing industry leaders to discuss how to maintain intentional investing momentum at your institution, covering topics including:

  • Sustainable & System-Level Investing
  • Fiduciary Duty
  • Responsible Tech and AI
  • Climate Risk & Opportunity
  • Democracy & Political Risk
  • Inequality as Investment Risk
  • Taking an Expansive Approach to Talent

Preview the agenda below, and reach out to Nicole Torrico at [email protected] with any questions.

October 27-28, 2025

Baltimore, Maryland


Goucher College
The Hyman Forum of the Athenaeum

Logistics include walking and driving instructions, shuttle service, and more.

Resources from the Forum

Access presentation slides and materials shared by our speakers during the 2025 Annual Forum

📊

Mike Azlen's Slides

Carbon as an Asset Class presentation

Download PDF
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Keith Johnson's Slides

Fiduciary Duties & System-Level Investing

Download PDF
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Rick Alexander's Slides

System Level Investing presentation

Download PDF
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Amelia Clark's Slides

Endowment Impact Benchmark and BlueMark

Download PDF
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Dan Chu's Slides

Total Portfolio Activation at Sierra Club Foundation

Download PDF
🔗

Sierra Club Foundation Resources

Additional resources on investment evolution and portfolio activation

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100% Mission Alignment Panel

Slides from the mission alignment panel discussion

Download PDF

Forum Agenda

1:00 PM
Closed Meeting: IEN Steering Committee Meeting
Closed pre-forum meeting for IEN steering committee members.
4:00 PM
Check-In
Sheraton Baltimore North Hotel
Arrive and check into the Sheraton Baltimore North Hotel.
7:00 PM
Dinners on Own
Individually coordinated group dinners, providing continued networking opportunities in a relaxed evening setting.
8:00 AM
Breakfast on Own
Individual breakfast arrangements. Hotel and local dining options available.
10:00 AM
Registration Opens
Goucher College
Official registration and check-in for the 2025 Annual Forum. Receive materials and welcome packet.
11:00 AM
Welcome & Opening Keynote: System Level Investing
Kent Devereaux
Kent Devereaux
President
Goucher College
Rick Alexander
Rick Alexander
CEO
The Shareholder Commons
Official welcome to the 2025 Annual Forum followed by a keynote presentation.
11:30 AM
Dialogue: Where are you in your sustainable investing journey?
11:45 AM
Panel: Federal and State Policy Implications for Sustainable and Impact Investing
Maria Lettini
Maria Lettini
CEO
US SIF
Andrew Collier
Andrew Collier
Director, Freedom to Invest
Ceres
Emma Harper
Emma Harper
Vice President, Institutional Research and Client Relations
Sage Advisory
12:15 PM
Lunch
Grab Lunch! Sit at a new table, and engage in dialogue in response to prompts from policy session
1:00 PM
Back to Basics: The Fidcuciary Duty Case for Considering Environmental & Social Factors in the Investment Process
Keith Johnson
Keith Johnson
CEO
Global Investor Collaboration Services
1:30 PM
Dialogue
Interactive discussion and Q&A.
1:50 PM
Case Study: Taking an Expansive Approach to Manager Talent
Hallie Label
Hallie Label
Founder & CEO
Expect Equity
Marisa Grant
Marisa Grant
Treasurer
Inatai Foundation
2:20 PM
Dialogue
2:40 PM
Break
3:00 PM
Investing in Responsible AI: Opportunities Across Asset Classes
Siddarth Jha
Siddharth Jha
Portfolio Manager
Impax Asset Management
Gaurab Bansal
Gaurab Bansal
Executive Director
Responsible Innovation Labs
Mike Kubzansky
Mike Kubzansky
CEO
Omidyar Network
Lamisa Hossain
Lamisa Hossain
Associate
TechForward Investors Initiative
3:30 PM
Dialogue
3:50 PM
Popcorn Presentations & Facilitated Dialogue: Engaging OCIO on Impact
Lisa Sebesta
Lisa Sebesta
Investment Consultant
Prime Buchholz
George Suttles
George Suttles
Executive Director
Commonfund Institute
Alex Hokanson
Alex Hokanson
Head of Infrastructure and Energy Transition
AlTi Global
Heather Myers
Heather Myers
Partner
Aon
Extended dialogue session building on the visionary voices presentation with additional expert perspectives.
4:50 PM
Closing for the Day
5:00 PM
Networking Reception
End-of-day networking reception with light refreshments and continued discussions.
7:00 PM
Dinners on Own
Individually coordinated group dinners, providing continued networking opportunities in a relaxed evening setting.
8:00 AM
Breakfast
Goucher College
Morning breakfast to start the final day of the forum.
9:00 AM
Keynote: Public Finance for a Just Transition, Carbon Pricing Instruments
Michael Azlen
Michael Azlen
CEO and CIO
Carbon Cap Management LLP
9:25 AM
Asset Owner Visionary Voices: Popcorn Presentations
Dan Chu
Dan Chu
Executive Director
Sierra Club Foundation
Jeff Mindlin
Jeff Mindlin
Chief Investment Officer
Arizona State University Enterprise Partners
Iman Abdullah
Iman Abdullah
Coordinator of Impact Investments
Oberlin College
Mike Young
Mike Young
Chair, Investment Committee
The Walters Art Museum
9:50 AM
Next Level Table Conversations
Dan Chu
Dan Chu
Executive Director
Sierra Club Foundation
Jeff Mindlin
Jeff Mindlin
Chief Investment Officer
Arizona State University Enterprise Partners
Iman Abdullah
Iman Abdullah
Coordinator of Impact Investments
Oberlin College
Mike Young
Mike Young
Chair, Investment Committee
The Walters Art Museum
Following four TED-talk style Visionary Voices presentations, attendees will participate in facilitated table dialogues on topics hosted by speakers and additional table hosts. Participants will choose from numbered topic tables for two 15-20 minute rotations, allowing engagement with multiple discussions and ensuring broad interaction between table hosts and attendees.
10:30 AM
Break
11:00 AM
Panel: The Currency of Change: Investing with 100% Mission Alignment
Rick Scott
Rick Scott
Trustee
Jerome Foundation
Anna Raginskaya
Anna Raginskaya
Investing with Impact Director, Family Wealth Director
Blue Rider Group
Bari Wiley
Bari Wiley
Managing Director, Business Development
Harborview Equity Partners
David Sand
David Sand
Co-Chief Impact Strategist
Community Capital Management
11:40 PM
Dialogue
12:00 PM
Lunch
1:00 PM
Investing in Climate & Climate Justice: Opportunities Across Asset Classes
Eric Hsueh
Eric Hsueh
Associate Director of Investments
Veris Wealth Partners
Scott Hobart
Scott Hobart
Partner and CIO
Mercator Partners
David Helgerson
David Helgerson
Head of Impact Investments
Hamilton Lane
Chavon Sutton
Chavon Sutton
Managing Director, Sustainable & Impact Investing
Cambridge Associates
2:00 PM
Dialogue
2:15 PM
Break
2:30 PM
Workshop: Stakeholder Management & Communicating Progress
Chris Ito
Chris Ito
CEO
FFI Solutions
Lane Jost
Lane Jost
Managing Director, Head of ESG Advisory
Edelman Smithfield
Amelia Clark
Amelia Clark
Client Services Manager
BlueMark
3:30 PM
Action Planning, Closing and Next Steps
4:00 PM
Depart
End of the 2025 Annual Forum. Safe travels to all participants.

Confirmed Speakers

Learn from leading voices in sustainable investing and institutional finance

Kent Devereaux

Kent Devereaux

President, Goucher College

Kent Devereaux

President, Goucher College

Kent Devereaux is the 12th President of Goucher College. Prior to moving to Maryland to assume the presidency of Goucher in July 2019, Kent served as President of the New Hampshire Institute of Art (NHIA), a private, non-profit college of arts and design located in Manchester, New Hampshire.

Kent has also served as Professor and Chair of the Music Department at Cornish College of the Arts and Artistic Director for the college's presenting series, Cornish Presents. Prior academic affiliations include appointments as a Visiting Artist at the School of the Art Institute of Chicago (SAIC), as the Andrew W. Mellon Visiting Professor in Criticism at the California Institute of the Arts (CalArts), and as a Fulbright Fellow at the national arts academy in Surakarta, Java, Indonesia.

In addition to his experience leading non-profit higher education institutions, Kent spent over a decade working in technology and online education sectors including stints as Senior Vice President of Editorial worldwide at Encyclopaedia Britannica, where he was instrumental in transforming the educational publisher from a print to online business in the late 1990s, and as Senior Vice President and Dean of Curriculum at Kaplan University.

Michael Azlen

Michael Azlen

CEO & Founder, Carbon-Cap

Michael Azlen

CEO & Founder, Carbon-Cap

Michael Azlen is a senior investment professional with 25 years of industry experience, including the founding, growth, and sale of a regulated investment management business to a public company. Since the beginning of 2018, he has been researching climate change and environmental investment and has focused his research on carbon pricing and Emissions Trading Systems (ETS).

Michael has completed several executive education courses on climate change, including the highly acclaimed program at the LSE's Grantham Research Institute. Mr Azlen holds a Sloan Masters Degree in Leadership and Strategy from London Business School and is both a Chartered Alternative Investment Analyst (CAIA) and a Certified Financial Planner (CFP). He is also a regular speaker at investment conferences and has been a guest lecturer on the graduate degree programs at London Business School for more than 15 years.

Maria Lettini

Maria Lettini

CEO, US SIF

Maria Lettini

CEO, US SIF

Maria joined the US SIF as Chief Executive Officer in May 2023. She is an innovative leader within the field of sustainability and finance and is recognized for building meaningful partnerships across the value chain of global institutional investors, corporates, policymakers, multi-national organizations, and other related stakeholders to address some of the world's most critical, and financially material, environmental and social challenges.

Prior to US SIF, Maria led the FAIRR Initiative, a global investor network driving the narrative around the risks and opportunities in the global protein supply chain with the aim of directing capital towards a more sustainable and equitable food system. Under her tenure, the FAIRR investor network grew to over $70 trillion in combined assets and FAIRR's expert research on climate, biodiversity, anti-microbial resistance, and other risks, reframed the narrative on animal agriculture and sustainable protein.

Maria also worked for the UN-supported Principles for Responsible Investment (PRI) where she cultivated and expanded the global investor network, managing the PRI's Signatory Relations strategy and raising awareness of financially material sustainability issues with institutional investors.

Maria started her career in global finance and capital markets, working at both J.P. Morgan and Deutsche Bank. She has served on the Sustainability Accounting Standard Board Standards Advisory Group. She is also a member of the Intentional Endowment Network's (IEN) Steering Committee.

Maria is based in Washington DC but has lived and worked in San Francisco, New York, Madrid and London. She holds a MA (Distinction) in Environment, Politics and Globalization from King's College London and a BA in International Business, Latin American Studies and Spanish from San Diego State University.

Anna Raginskaya

Anna Raginskaya

Vice President, Financial Advisor, Blue Rider Group

Anna Raginskaya

Vice President, Financial Advisor, Investing with Impact Director, Family Wealth Director, Blue Rider Group

Anna is a partner of the Blue Rider Group, focusing on the team's engagement with the art and impact investing communities and strategic planning for non-profit clients. As an Investing with Impact Director, Anna works closely with Morgan Stanley's Institute for Sustainable Investing, helping clients use their investments to advance change in areas of environmental and social justice.

Anna also works closely with Morgan Stanley's Family Office Resources Group to advise clients on business succession and estate planning, philanthropy, and wealth management for Next Gen clients. She writes and speaks frequently on the topic of values-aligned investing for arts organizations and has moderated panels at Confluence Philanthropy, Grantmakers in the Arts and at the American Alliance of Museums Conference.

Anna earned her BA in History of Art and Architecture from Harvard College and MBA from Harvard Business School. She serves on the board of the Lower Manhattan Cultural Council (LMCC) and Professional Advisors to the International Art Market (PAIAM), and is on the Advisory Board of Protocinema and the Arts Funders Forum. Anna was born in Ukraine and is fluent in Russian.

Bari Wiley

Bari Wiley

Managing Director, Business Development, Harborview Equity Partners

Bari Wiley

Managing Director, Business Development, Harborview Equity Partners

Bari Wiley is a Managing Director and Head of Business Development at HarbourView Equity Partners. With over 15 years of investment sales and marketing experience, Bari joined HarbourView Equity Partners from TAG Associates, an $8 Billion RIA based in New York City. At TAG, Bari focused on new business opportunities, firm branding, and client relationship management.

Prior to TAG, Bari spent 5+ years in Institutional Sales roles at both Cantor Fitzgerald and Telsey Advisory Group, predominantly focused on Hedge Funds and Asset Managers globally. Bari received a Bachelor of Science in Finance from Lehigh University and a Masters in Business Administration from New York University's Stern School of Business.

Rick Scott

Rick Scott

Trustee, Jerome Foundation

Rick Scott

Trustee, Jerome Foundation

Rick Scott retired in 2019 as the Vice President of Finance and Compliance, and Secretary of The McKnight Foundation, where he focused on foundation governance, compliance, financial operations, and investment management.

Previously, Rick spent 5 years as CFO of The Guthrie Theater following 5 years as CFO of a human service agency in the Twin Cities area and thirteen years in financial management in the tech industry. His undergraduate and graduate studies were in international economics, supplemented with language studies in Spanish, Russian, German, Italian and French.

Community service has included boards of The Jerome Foundation, Proteus Fund, Door County Land Trust, MN Museum of American Art (the M), MN Council on Foundations, MN Charities Review Council, PFund, Quatrefoil Library, Foundation Financial Officers Group, and Northern Clay Center, and committees of CoF, FFOG, First Peoples Fund, and Headwaters Foundation among others.

Hallie Label

Hallie Label

Founder and CEO, Expect Equity

Hallie Label

Founder and CEO, Expect Equity

Hallie has extensive experience as both an allocator and an operator. From 2014 until 2021, she was Chief Operating Officer of Rock Springs Capital, a healthcare-focused hedge fund that grew substantially during her tenure. Prior to Rock Springs, she was a Principal at Makena Capital where she had responsibility for the $3.5B global equities portfolio including investments in long-only funds, long-short equity funds, and public-private hybrid funds.

Earlier in her career she selected equity managers at Hall Capital Partners and has also been an analyst at a hedge fund and a junior equity associate at a mutual fund company. She has an A.B. in Economics from Princeton University where she played soccer and rugby and an MBA from Stanford Graduate School of Business.

She is a Trustee of St. Mary's Episcopal School in Memphis, TN from which she graduated in 1994 and a former Trustee of McDonogh School in Owings Mills MD. Hallie and her family live in the Baltimore area.

David Sand

David Sand

Co-Chief Impact Strategist, Community Capital Management

David Sand

Co-Chief Impact Strategist, Community Capital Management

As co-chief impact strategist, David leads the advancement of the firm's impact analysis, including the development of metrics, outcomes, and reporting. A recognized subject matter expert in impact investing, he collaborates with clients and contributes to the creation of innovative and mission-aligned strategies tailored to their needs. David also plays a key role in shaping the firm's impact outlook and policy and working on the development of new impact products.

As a pioneer and early advocate of impact investing, David has been instrumental in shaping the industry. A sought-after speaker on the subject, he represents the firm in client meetings, media requests, and as a guest lecturer on college campuses nationwide.

David has over 40 years of investment management experience and is a trailblazer in the impact investing field. In 1994, he co-founded Access Capital Strategies, serving as its president and chief investment officer until 2010. There, he pioneered the development of market-rate, fixed income impact investments tailored for institutional investors.

Event Logistics

Already registered? Learn more about lodging, travel, and other logistics for getting to and getting the most out of the IEN Annual Forum.

Host Committee Members

We thank our dedicated Host Committee Members for their leadership in bringing this forum to life

Annie Chor Joyce

Investment Committee Member

Phi Beta Kappa Foundation

Elizabeth Courtenmanche

Chief Philanthropy Officer

The Walters Art Museum

Elisabeth Hyleck

Vice President of Programs and Engagement

Maryland Philanthropy Network

George Suttles

Executive Director

Commonfund Institute at Commonfund

Hallie Label

Founder & CEO

Expect Equity

Tiffany McGhee

Founder, CEO and CIO

Pivotal Advisors

Brian Hutzley

CFO

Goucher College

Erik Gross

Sr Executive Director, Advancement Finance & Treasurer

University of New Hampshire Foundation

Jeff Mindlin

CIO

ASU Enterprise Partners

Garrett Ashley

Vice Chancellor Emeritus

California State University System

Joe Biernat

Trustee

Gettysburg College

Magnus Kjøller

Senior Manager

T. Rowe Price

Michael Pearce

Managing Director

Cambridge Associates

Thank You to Our Sponsors

We gratefully acknowledge the generous support of our sponsors who make this forum possible.

Interested in Learning More About Sponsorship?

Download our sponsorship brochure to learn about the benefits of sponsoring the 2025 Annual Forum.

Interested in sponsoring the 2025 Forum, or future events? Please reach out to Nicole Torrico at [email protected]

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