MAIN EVENT PAGE   •   REGISTER   •   AGENDA   •  SPEAKERS

 

2025 Virtual Forum: Agenda

 

Day One: June 2, 2025 

1:00-1:05 | Welcome & Introduction

1:05-1:25 | Keynote: Systemic Risks & System-Level Investing

• • Jon Lukomnik, Adjunct Professor, Columbia University 

1:30-1:50 | Collaborative Conversations: 

• • Connect with peers at virtual tables, engage in dialogue in response to discussion prompts and speaker remarks.

1:55-2:15 | Keynote: Responsible AI & The Role of Investors

• • Mike Kubzansky, CEO, Omidyar Network

2:15-2:45 | Panel: Responsible Technology & AI

• • Chris Jurgens, Senior Director, Programs, Omidyar Network
  • Lauren Compere, Managing Director & Head of Stewardship and Engagement, Boston Common Asset Management
  • Ananya Mukherjee, Project Manager, Whistlestop Capital
  • Hilary Irby, Chief Sustainability Officer and Head of Impact Strategy, Soros Fund Management

2:45-2:55 | Full Audience Collaborative Conversations: Exploring AI, Ethics, and Ownership

• • Engage in Q&A, share reflections and explore next steps in response to speaker remarks.

2:55-3:00 | Closing

3:00-3:30 | Open Networking

 

Day Two: June 3, 2025 

1:00-1:05 | Welcome & Introduction

1:05-1:20 | Fireside Chat: Addressing Political Risk & Threats to Democracy

• • Lauren Caplan, Director of Governance and Risk Integration, Third Side Strategies
  • Philippe Bolopion, Managing Director, Co-Head of Long-Term Investing, TOBAM

1:25-1:45 | Collaborative Conversations: Responding to Threats to Democratic Norms in the US

• • Connect with peers at virtual tables, engage in dialogue in response to discussion prompts and speaker remarks.

1:50-2:10 | Fireside Chat: Diversity in Asset Management and Advancing Equity in Society

• • Kenneth Jones, SVP, COO, & Chief Equity Officer, MacArthur Foundation
  • Robert L. Greene, President & CEO, National Association of Investment Companies

2:15-2:35 | Collaborative Conversations: Moving Forward Amidst Attacks on "DEI"

• • Connect with peers at virtual tables, engage in dialogue in response to discussion prompts and speaker remarks.

2:40-3:10 | Keynote: Compliance Carbon as an Attractive Alternative Asset Class

• • Michael Azlen, CEO and CIO, Carbon Cap Management LLP

3:10-3:30 | Open Networking

 

Day Three: June 4, 2025 

1:00-1:05 | Welcome & Introduction

1:05-1:20 | Keynote

1:25-1:45 | Collaborative Conversations: Investing in Climate Solutions and Addressing Climate Risk

• • Connect with peers at virtual tables, engage in dialogue in response to discussion prompts and speaker remarks.

1:50-2:15 | Visionary Voices

Similar to TED-style talks, this fast-paced session will combine compelling storytelling with expert insights, with each speaker delivering a clear, impactful message and call to action in under 5 minutes.

• • Jaylen Spann, Lead Research Associate, Whistle Stop Capital
  • Kathryn Hopkins, Chief Learning Officer, Investature
  • Julianne Zimmerman, Co-CEO, Adasina Social Capital
  • Heather Smith, Head of Stewardship, Impax Asset Management

2:20-2:40 | Collaborative Conversations

• • Connect with peers at virtual tables, engage in dialogue in response to discussion prompts and speaker remarks.

2:45-3:05 | Panel: Benchmarking Progress & Continuing Momentum with the Endowment Impact Benchmark 

• • Alexandra Chamberlin, Impact Investment Manager, McConnell Foundation
  • Emily Philpott, Associate, BlueMark
  • Georges Dyer, Executive Director, Intentional Endowments Network (IEN)

3:05-3:30 | Open Networking

 

Day Four: June 5, 2025 

1:00-1:05 | Welcome & Introduction

1:05-1:20 | Keynote: Board Diversity Language Toolkit

1:25-1:45 | Collaborative Conversations: Language Usage Related to Diversity

• • Connect with peers at virtual tables, engage in dialogue in response to discussion prompts and speaker remarks.

1:50-2:10 | Panel: Climate, Capital, and Fiduciary Duty

• • John Adler, Chief ESG Officer, NYC Officer of the Comptroller
  • Machel Allen, President & Chief Investment Officer, Metis Global Partners
  • Kirsten Spalding, Vice President, Investor Network, Ceres

2:15-2:35 | Collaborative Conversations

• • Connect with peers at virtual tables, engage in dialogue in response to discussion prompts and speaker remarks.

2:40-3:00 | Keynote: Portfolios over Companies: The System Stewardship Imperative

• • Sara Murphy, Chief Strategy Officer, The Shareholder Commons

3:00-3:30 | Closing

• • Dianne Dillon-Ridgley, Board Chair, Crane Institute of Sustainability & the Intentional Endowments Network