1:00pm: Welcome Remarks
1:15pm: Keynote Address by Kat Taylor, CEO & Co-Founder, Beneficial State Bank
1:50pm: Dialogue with Peers and Experts
- Why are you here? What do you hope to get out of this meeting
- What experience or interest do you have in sustainable (ESG/SRI/impact) or community investing?
- What is your organizations “why” for sustainable and community investing?
- How are you defining community?
2:05pm: Panel 1: What might community investing look like for a university endowment across asset classes?
- Why and how might investors incorporate environmental, social and governance factors to positively impact communities?
- What are some examples of community investment opportunities across asset classes?
- What are the risks from climate change to investments and communities and what are the opportunities to invest in climate solutions that support the “Just Transition” to a low-carbon economy?
- How can universities address these issues through shareholder engagement?
- Moderator: Wendy Walker, Managing Director, Cambridge Associates
- Amir Kirkwood, Chief Lending and Investment Officer, Opportunity Finance Network (OFN)
- Giles Cotes, Chief Financial Officer, Low Income Investment Fund (LIIF)
- Austin Wilson, SRI-ESG Investment Associate, Aperio Group
2:45pm: Dialogue with Peers and Experts
- Where is your institution in the process of considering ESG investing generally? Community investing specifically?
- What has the conversation or process been like to date?
- What are the key opportunities or obstacles to community investing?
- What new questions emerged from hearing this panel?
3:05pm: Coffee Break
3:15pm: Panel 2: How have universities engaged in conversations around Opportunity Zones?
- What are the different ways that universities can support the development of stronger communities through the Opportunity Zone framework?
- Moderator: Chisato Calvert, Director of Strategic Partnerships, Impact Experience
- Jacob Moore, Assistant Vice President, Tribal Relations, Arizona State University
- Patrick Mullen, Opportunity Zone and Financial Incentives Director, State of Utah
3:55pm: Dialogue with Peers and Experts
- What are some of the knowledge gaps that still need to be addressed at your institution when it comes to Opportunity Zones?
- What concerns might arise on this topic at your institution?
- What resources would be helpful in advancing your learning on this topic?
- What from this conversation would you most like to explore further at this meeting?
4:15pm: Panel 3: What might community investing look like for other anchor institutions and what can universities learn from them?
- Examples of anchor institutions with community impact investing strategies
- How can endowments and other anchor institutions work together to invest in communities?
- Moderator: Jacob Haar, Co-Founder & Managing Partner, Community Investment Management
- Catherine Chen, Trustee, East Bay Community Foundation; Managing Director - Financial Advisor, RBC Wealth Management
- Mark Doherty, Director of Investments, San Francisco Foundation
- Pablo Bravo, Vice President, Community Health, Dignity Health
4:55pm: Dialogue with Peers and Experts
- What might be the “anchor mission” of your institution?
- How might your institution work together with other anchor institutions to strengthen communities?
- What is the most common concern that arises on this topic at your institution?
- What new questions emerged from this discussion?
5:15pm: Bringing it All Together and Action Planning - an opportunity to create next steps and action plans for your institutions