Intentionally Designed Endowments Roundtable

ESG & Community Investing

Berkeley-Haas, September 6, 2019

 

ACTION PLANNING SESSION OUTCOMES

 

Below please find the ideas for action and continued conversation that emerged from the closing action planning session at IEN’s ESG & Community Investing Roundtable at Berkeley-Haas on September 6th, 2019. 

For those who proposed each idea -- if you would like to continue the conversation via email and/or by convening a conference call with the others who added their names on post-it notes, please email the group listed under your idea and copy Kaede Kawauchi ([email protected]). 

If you are interested in one of the groups, and your name is not included on the list, please let us know and we will add it and connect you with the person who proposed that group. (*please note: some of the post-it notes fell off the board before we had a chance to take pictures, so please double check that your name is included under each group in which you are interested!) 

 

Intersection between Opportunity Zones and green bonds as well as indigenous rights

• Katherine Hawthorne
• Jacob Moore
• Sean Martin 

 

Investing in cooperatives that are led by people of color 

• Jessel Amin
• Rachel Schlueter

Partnership between universities and investment managers 

• Katherine Hawthorne

Connecting university endowments to campus initiatives and programs  

• Trey McDonald
• Katie Parker

Connecting university endowments to surrounding communities

• Felicia Davis
• Jessel Amin
• Amir Kirkwood
• Katherine Hawthorne
• Trey McDonald
• Rachel Schlueter
• Katie Parker

Centralized due diligence + Impact Tracking + Financial Tracking

• Tyler Jackson
• Stephen Malta

Convening around investments in diverse managers

• Jacob Moore
• Sandy Lee

Impact investing practicum @ Haas

• Arpan Soparkar

Role of student managed funds (SIILK Network)

• Katie Parker
• Megan Morrice

Mission-first money creating opportunities that "traditional" dollars can then follow/invest in

• Stephen Malta
• Amir Kirkwood

Metrics of community impact

• Sean Martin
• Laura Young

Storytelling around good investments and founders (esp. diverse-owned)

• Trey McDonald
• Solome Tibebu

Changing narrative about tradeoff between impact + returns

• Amir Kirkwood

Connecting talent to Impact Industry 

• Cathy Garza