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
Sierra Club Foundation Resources
Additional resources on investment evolution and portfolio activation
Forum Agenda
Confirmed Speakers
Learn from leading voices in sustainable investing and institutional finance
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
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
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
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
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
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
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
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.
To view all Forum speakers, visit the Speaker Page.
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
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]