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IEN 2025 Virtual Forum

	Join Us:	June 2nd - 5th, from 1:00 - 3:30 p.m. ET each day.
	In Community With:	Endowment, foundation, and sustainable investing industry leaders,
	Discuss:	How to maintain intentional investing momentum at your institution, covering topics including political risk, climate, artificial intelligence, and diversity, equity and inclusion.
	Interact and Action Plan:	Learn from experts during keynotes and panel conversations, interact with peers during break-out dialogue sessions each day, and come away with individual and collective action steps to advance progress at your institution.

Forum Highlights

Engaging Content: What's Next for Sustainable and Impact Investing? Reflect and forge a path forward as we consider where we go from here together. Session topics include: Addressing Political Risk & Threats to Democracy Diversity in Asset Management and Advancing Equity in Society Systemic Risks & System-Level Investing Responsible AI & The Role of Investors View the Full Agenda

Collaborative Conversations: Direct Peer Interaction The Forum will take place on an interactive platform called Airmeet, designed to increase participant conversations and networking. Connect with peers at virtual tables, organized by topics submitted by attendees. Engage in dialogue in response to discussion prompts. Meet and engage with speakers directly following their remarks. Use the 'Chat' function to introduce yourself to fellow attendees, and/or schedule a time to connect 1-on-1.

Industry Experts & Cutting Edge Insights Engage with speakers and dialogue leads across institution types and sectors. Speakers include: Mike Kubzansky, CEO, Omidyar Network Kenneth Jones, SVP, COO, & Chief Equity Officer, MacArthur Foundation Robert L. Greene, President & CEO, National Association of Investment Companies Julie Zuraw, President & CEO, Invest Ahead Jon Lukomnik, Adjunct Professor, Columbia University Meet the Speakers

 

 

 

Thank You to Our Sponsors & Partners

 

Convening Sponsor

Visionary Sponsors

 

Collaborating Sponsor

 

Supporting Sponsor

 

 

Supporters

 

 

 

 

 

Community Partners

 

 

 

On November 14, the Intentional Endowments Network (IEN) gathered over 180 supporters, friends, and partners for an unforgettable evening at Boston’s Museum of Science. The event marked a dual celebration: IEN’s 10-year anniversary and the celebration of IEN’s co-founder Tony Cortese's remarkable career.

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IEN 10 Year Anniversary Gala

Thursday, November 14th, 2024 | 6:30 - 10:30pm

Museum of Science, Boston, MA

 

Celebrating 10 Wins | 10x Supporters | Sponsorship Opportunities | Tony Cortese's Legacy | Gala Host Committee | Event Logistics | IEN's 10th Anniversary | E-Bike Raffle

Speakers

Mindy Lubber President and CEO, Ceres

Georges Dyer Executive Director and Co-Founder, Intentional Endowments Network

Natasha Lamb Chief Investment Officer, Managing Partner & Portfolio Manager of Arjuna Capital

Dr. Tony Cortese Co-Founder, Intentional Endowments Network and Second Nature

Dianne Dillon-Ridgley Board Chair, Crane Institute of Sustainability (Home of IEN)

 

 

We are so excited to celebrate the Intentional Endowments Network’s 10th anniversary on the evening of Thursday, November 14th, 2024 at Boston's Museum of Science!

All year long, we've been exploring how we can build on IEN’s incredible impact over the past decade to seize the opportunities to drive impact over the next 10 years and beyond. To celebrate, 160+ friends and supporters of Tony and IEN will gather for a festive evening of reflection as IEN steps up ambition for driving positive momentum. We look forward to leveraging this important milestone to grow support for IEN’s work and ensure financial sustainability for years to come!

Please reach out to [email protected] with questions about this event. 

 

The Anthony Cortese Fellowship Fund

The Anthony Cortese Fellowship Fund will support 4-6 fellows annually, including students and early-to-mid-career professionals from underrepresented backgrounds in finance.

These fellows will gain hands-on experience in sustainable investing and build the networks and skills they need to become future leaders in the industry.

If you would like to make a donation to the Anthony Cortese Fellowship Fund, it is greatly appreciated and you can do so by clicking below.

August 15, 2024 | 10 am ET

IEN’s climate solutions series will focus on opportunities for direct, high-impact investment in climate solutions. Each conversation in this interactive series will focus on a manager or group with a perspective in the market, giving them an opportunity to share their work, what they’re seeing in the space, and explore the range of what’s possible. 

The August 2024 convening will feature perspectives from ScopeFour Capital. Uncertainty around the interest rate environment and upcoming elections have led to a volatile year for climate-oriented equities.  ScopeFour Capital will discuss both issues, as well as recent “green shoots” in the climate space and how the tremendous investment opportunity in the Net Zero transition is still in its early stages. 

This series is open to IEN Members only, and is a part of IEN's Net Zero Endowments Initiative. To learn more about the initiative or to join, please contact Aicha Ly at [email protected].

 

Recording:

Slides

 

 

On Wednesday, May 15, IEN convened an intimate group of leaders representing higher education endowments (trustees, investment committee members, and investment team staff) along with representatives from investment consulting, management and OCIO firms for a workshop to discuss best practices related to sustainable, impact investing as well as opportunities to demonstrate climate leadership. 

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On October 25th, the Intentional Endowments Network hosted the 2023 Fall Forum at Virginia Wesleyan University. This half-day event provided a dynamic space for over 60 trustees, endowment stakeholders, asset managers, investment consultants, faculty, and non-profit partners to discuss important topics in the field of sustainable investment, including ESG integration, JEDI (Justice, Equity, Diversity & Inclusion), and sustainable investment options in retirement plans.

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2-2:45pm ET

IEN's Climate Solutions Investing Series is a series of virtual educational sessions, each highlighting a thought-leader or practitioner advancing climate solutions through investment vehicles in various asset classes.

The LOIM Sustainable Private Credit team provided an engaging session that explored bespoke climate action investment opportunities and the potential of private credit in catalyzing a sustainable future. See how tailored direct loans and a stewardship & engagement-based approach may seek alpha away from public market volatility via acceleration of pure-play climate solutions. Backed by rigorous research, the team provided a scientifically-grounded overview of climate-aligned economic opportunities and examined how private credit is positioned to drive transformative scale while preserving capital and managing risk. The session included an unrecorded, live Q&A as well as a case study on investing in U.S. community solar projects, highlighting sustainability management best practices and social & environmental co-benefits of distributed resources.

If you or your organization would like to learn more or participate in IEN's net zero endowments initiative, please contact Aicha Ly at [email protected].

Recording