IEN JEDI Initiative Q3 2022 Call | September 9, 2022

September 9, 2022

This JEDI Quarterly call, led by JEDI co-chairs Dorien Nunez and Angela Outlaw-Matheny, featured presentations from leaders in the diversity and equity space in asset management. Speakers included:

  • Bhakti Mirchandani, Managing Director, Responsible Investing at Trinity Church Wall Street and Co-Founder and Steering Committee Member of Institutional Allocators for Diversity, Equity, & Inclusion (IADEI)
  • Stephanie Westen, Investment Operations Analyst, University of Rochester
  • Jamie Lu, Manager, Investments, CommonSpirit Health
  • Gil Garcia, Garcia Hamilton & Associates
  • Lisa Renstrom & Kate Simpson, Co-Founders at ValuesAdvisor


Meeting Notes

IEN's JEDI Initiative is comprised of senior leaders from higher education, the investment industry, foundations, and non-profit partners. The group seeks to leverage the wide networks and expertise of the members and enable cross-sectoral collaboration to ensure that this work is championed by a diverse range of decision-makers involved in the endowment investment process.

Learn more about the JEDI Initiative on its homepage, or contact IEN's Director of JEDI, Paris Prince, at [email protected]

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