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

5:30pm: Reception 


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