2026 Virtual Forum
Agenda
June 2–4, 2026 · 12:00 – 3:00 pm ET Each Day
All times listed in Eastern Time. Sessions subject to change.
Tuesday, June 2
System-Level Lenses
| 12:00 – 12:25 pm | Fireside Chat | Tools & Techniques: Investing in a Post-MPT Economy Jon Lukomnik, Editor, The Handbook of System-Level Investing · William Burckart, Associate Editor, The Handbook of System-Level Investing |
| 12:25 – 12:45 pm | Dialogue | Dialogue in Breakouts |
| 12:45 – 1:15 pm | Panel | Case Study: Climate Justice Across the Portfolio Valerie Boucard, Senior Director of Environmental Justice, Nathan Cummings Foundation · Brigette Lumpkins, Client Portfolio Manager, Bivium Westfuller |
| 1:20 – 1:40 pm | Panel | The Legal Case for Holistic Fiduciary Duty Keith Johnson, CEO, Global Investor Collaboration Services · Susan Gary, Professor Emerita, University of Oregon School of Law |
| 1:40 – 2:00 pm | Dialogue | Dialogue in Breakouts |
| 2:00 – 2:30 pm | Keynote | Closing Keynote Jon Foley, Executive Director, Project Drawdown |
Wednesday, June 3
Topical Deep Dives
| 12:00 – 12:20 pm | Keynote | Fossil Free, Future Focused: A University of Cambridge Case Study Ellen Quigley, Co-Director of Finance for Systemic Change, Research Professor, University of Cambridge |
| 12:20 – 12:40 pm | Visionary Voices | Visionary Voices: Climate Solutions Sara Murphy, Director of System-Level Investing, Sierra Club Foundation · Scott Hobart, CIO, Mercator · Drake Hicks, Vice President, Head of Impact, Variant Investments |
| 12:40 – 1:00 pm | Dialogue | Dialogue in Breakouts |
| 1:00 – 1:20 pm | Panel | Investing in the Alternative, Pro-Human AI Stack Paul Fehlinger, Senior Director of Policy, Investment & Innovation, Project Liberty |
| 1:20 – 2:00 pm | Workshop | Climate Modeling with En-ROADS Drew Jones, Executive Director of Climate Interactive and Research Affiliate, MIT Sloan |
| 2:00 – 2:20 pm | Dialogue | Dialogue in Breakouts |
| 2:20 – 2:40 pm | Keynote | Keynote |
Thursday, June 4
Implementation Pathways
| 12:00 – 12:20 pm | Panel | Coordinating Consultants for System-Level Progress Max Messervy, Founding Principal, Oakledge Advisors |
| 12:20 – 12:40 pm | Panel | We'll See You in Toronto: Lessons from Canada's Sustainable Investing Leaders Wren Laing, Senior Investment Director, McConnell Foundation |
| 12:40 – 1:00 pm | Dialogue | Dialogue in Breakouts |
| 1:00 – 1:30 pm | Visionary Voices | Risk & Reward: Intersectional Approaches to Artificial Intelligence Oliver Nixon, Reframe Venture · Lamisa Hossain, Whistlestop Capital · Jacob Tate, The GIIN · Steven Rothstein, Ceres · Divya Sundar, Majority Action |
| 1:30 – 1:50 pm | Dialogue | Dialogue in Breakouts |
| 1:50 – 2:10 pm | Keynote | Closing Keynote: Harnessing Power for System-Level Change Renaye Manley, CLJE Fellow, Harvard Law School |