Jacqui Smith

  • Mission-Aligned Investing: What New Positive Deviance Research Can Tell Us About What Moves Institutional Investors to Action

    Webinar:  Mission-Aligned Investing: What New Positive Deviance Research Can Tell Us About What Moves Institutional Investors to Action

    Date: March 15, 2017, 12:00 - 1:00 PM ET

    Join us for this interactive webinar, based on in-depth new research about what facilitates mission-aligned investing.  Presenter Abigail Abrash Walton, PhD, will share:
    • Research findings related to mission-aligned investing, leadership, and the decision-making process to divest from fossil fuels by philanthropic organizations with assets under management from $5 million to $1 billion
    • What factors supported decision makers in moving to mission-aligned investing while simultaneously exercising their fiduciary duty to steward institutional assets
    • How the divestment decision affected the decision makers personally and their organizations

    Speaker Bio:


    Abigail Abrash Walton, PhD Abigail is a seasoned mission-aligned change leader, with experience at multiple scales including organizational, municipal, state, federal, and international. She serves as faculty in Antioch University New England’s Department of Environmental Studies, where she directs the Advocacy for Social Justice and Sustainability master’s degree concentration and co-directs Antioch’s Center for Climate Preparedness and Community Resilience. Her public engagement, research, and teaching focus on change leadership and translating values into effective action, particularly regarding environmental and social performance. She enjoys the spirit and practice of innovation and has played a central role in launching Antioch’s Conservation Psychology Institute and Translating Research to Inform Policy workshops and in catalyzing a national-level working group to build the capacity of scientists and researchers to engage with the public policy process.  Read more...


    Presentation slides

    Abrash Walton, A. (2016) Positive Organizational Leadership and Pro-Environmental Behavior: The Phenomenon of Institutional Fossil Fuel DivestmentDissertations & Theses. Paper 269. http://aura.antioch.edu/etds/269    


  • Sustainable Investing through Hedge Funds Webinar

    Webinar: Sustainable Investing through Hedge Funds 

    Date: March 9, 2017, 1:00 - 2:00 PM ET

    ESG and sustainable investing strategies have historically been less prevalent in hedge funds than other areas of investment.  However, the same benefits apply to hedge funds that employ these strategies. In fact, because of their ability to sell short, hedge funds can benefit not only from investing long in winning companies, but also from shorting companies on the losing end of the shift to sustainable business models or companies with high levels of ESG risk.  In this webinar, we will discuss five key areas of focus including:

    • Sustainable themes, such as renewable energy and global healthcare solutions, are focused on areas of the equity market with significant stock dispersion, making them excellent areas for long/short investing with strong potential for alpha generation.
    • There are growing areas of opportunity in sustainable credit strategies, such as expanding access to credit to underserved segments of the population, funding for hospitals and schools, and community development through small business lending.
    • A multi-manager portfolio, integrating multiple sustainability approaches, provides important diversification and risk mitigation benefits to maximize risk-adjusted returns, particularly given the high volatility of certain sustainable sectors such as renewable energy.
    • Avoiding investments in carbon-related energy companies that are part of The Carbon Underground 200 avoids risks associated with potentially stranded assets and reduces climate change-related tail risks.
    • Active ownership through oversight and corporate engagement can achieve positive outcomes.

    For additional information, please also see the Alternative Investments White Paper, ESG and Sustainable Hedge Fund Investing: Observations

    Speaker Bios:

    NEW_Sussman_cropped.jpgSam Sussman, Partner, Head of Investment Strategy / Portfolio Manager, Alernative Investment Group 

    Sam Sussman is a partner, Head of Investment Strategy and a Portfolio Manager for Alternative Investment Group.  Sam is responsible for portfolio construction and management of Alternative Investments Opportunity, L.P. and Alternative Investments Sustainability, L.P.  Read full bio...


    Alice_DonnaSelva.pngAlice L. DonnaSelva, CFA, Consultant, Prime, Buchholz & Associates

    Alice DonnaSelva joined Prime Buchholz in 2005 and has 13 years of industry experience.  Prior to becoming a Consultant, she served as a Consulting Analyst and an Investment Analyst for seven years.  Alice serves as Chair of the Firm’s Sustainable Investment Committee and is a member of the Fixed Income and Defined Benefit Committees.  Read full bio...


    David_Dinerman_updated_photo.jpgDavid Dinerman, Trustee, Hampshire College

    David Dinerman is a trustee at Hampshire College in Amherst, Massachusetts, where he is Vice Chair, and heads the Finance and Investment Committees. David is an attorney who has worked in financial services, software, manufacturing, and real estate, principally as the CFO of companies in which he has worked... Read full bio...



  • Webinar: KnowTheChain Benchmarking Findings

    Webinar:  KnowTheChain Benchmarking Findings: How Are Companies Addressing Forced Labor and Human Trafficking Risks in Their Supply Chains? 

    Date: January 19th, 2017

    Benchmarks can play a powerful role in encouraging companies to uphold labor standards and protect workers’ rights. In 2016, KnowTheChain, a resource for businesses and investors to address forced labor abuses and human trafficking within their supply chains, has benchmarked 60 large global companies on their efforts to address these risks in sectors that are at high risk of forced labor: the Information & Technology Communication, Food & Beverage, and Apparel & Footwear.   

    Based on these findings, this webinar will provide insights into: 

    • Why forced labor is relevant to investors?
    • How investors can address forced labor risks in their portfolio?
    • How are companies across the three sectors addressing forced labor risks?  
    • What are gaps and opportunities for improvement in the sectors?
    • How can investors use the KnowTheChain findings?
    • What questions should investors ask their investee companies? 


    • Bennett Freeman, Senior Advisor, Know the Chain; former Senior VP, Sustainability Research and Policy, Calvert Investments
    • Megan Wallingford, Senior Advisor, Sustainalytics
    • Felicitas Weber, KnowTheChain Project Lead, Business & Human Rights Resource Centre
    • ModeratorSonal Mahida, Director, Intentional Endowments Network 



    Speakers Bios:

    Bennett Freeman, Consultant, Board Member and Speaker on Business and Human Rights, Sustainability, and Responsible Investment

    Over the last 17 years of a three decade-plus long career, Bennett Freeman has worked at the intersection of multinational companies, responsible investors, NGOs, governments and international institutions to promote corporate responsibility, sustainability and human rights around the world.  An innovative leader in the fields of business and human rights, natural resource governance and responsible investment, he has played key roles in developing and leading several now well-established multi-stakeholder initiatives and global standards.  Read full bio... 

    Megan Wallingford, Senior Advisor, Sustainalytics

    As Senior Advisor on the advisory services team, Megan is responsible for supporting various clients including companies, non-profits, and investors, on a variety of projects related to ESG/sustainability benchmarking, stakeholder engagement, materiality assessment, and other custom project work and ESG research. Megan has a broad range of experience working in the private, public and non-profit sectors, and has studied, lived and worked globally. Prior to joining the Sustainalytics team, Megan developed and launched the Canadian local network chapter for the UN Global Compact, and designed and managed the network’s inaugural program. In this role, she worked closely with large- and medium-sized companies to build capacity and embed human rights, labour, environment and anti-corruption principles into their strategy, operations, and supply chain.  Read full bio...

    Felicitas Weber, KnowTheChain Project Lead, Business & Human Rights Resource Centre

    Felicitas joined the Resource Centre in 2016.  She is leading the development of the KnowTheChain forced labour benchmarks, working closely with the initiative's partners Humanity United, Sustainalytics, and Verite.  From 2011-2016, Felicitas worked for the ESG Engagements team at the UN supported Principles for Responsible Investment (PRI). She was responsible for managing the PRI's investor-company engagements on social issues, and for raising awareness and understanding of human rights issues and their impacts on investor portfolios through events, publications, webinars and podcasts. Read full bio...

     Sonal Mahida, Director, Intentional Endowments Network

    Sonal comes to IEN with over 15 years of experience in the field. During her career Sonal has worked on ESG investing and sustainability issues at institutional investors, S&P 500, Fortune 500companies, as well as non-profits. As Head of North America for the UN Principles for Responsible Investment (PRI), she developed and led initiatives to aid U.S. and Canadian investors in the practice and implementation of Environmental, Social and Governance (ESG) integration and risk management.  Prior to joining PRI, Sonal worked on corporate sustainability at Hess. Read full bio...

  • Webinar: Transitioning to Integrating Investment with Mission

    Webinar:  Transitioning to Integrating Investment Practices with Program Mission

    Date:  10/19 at 1:00-2:00pm EST

    Co-hosted by the Intentional Endowments Network (IEN) and the Network for Sustainable Financial Markets (SFM), this webinar will provide an overview of processes used by the Heron Foundation and Hampshire College to develop investment policies and implement management practices that align investments with their respective institutional missions.


    • Clara Miller, President, Heron Foundation
    • David Dinerman, Trustee, Hampshire College
    • Moderator: Keith Johnson, Chair, Institutional Investor Services Group, Reinhart Boerner Van Deuren s.c.   

    In 2012 Heron first declared its quest to deploy 100 percent of its investment capital toward its poverty-fighting mission. Since then, under Clara Miller's leadership, the Foundation has become a leading voice advancing impact investing. In early 2016, Miller published an essay titled "Building a Foundation for the 21st Century," in which she argues the philanthropic sector should make use of all of its resources to actively engage with the capital markets for the public good.

    Hampshire College enacted a socially responsible investment policy in the 1970s and was the first college to divest from South Africa during apartheid. In 2011, the trustees of the college updated their approach to endowment investing with a comprehensive policy of considering environmental, social and governance (ESG) criteria in all investments. In recent years they have held a series of thoughtful engagements with students and other stakeholders on a range of issues, including fossil fuel divestment, private prison divestment, and transparency in the investment industry. David Dinerman, who chairs the investment committee has been at the center of this ongoing process. 
    The panel will be moderated by Keith Johnson, who chairs the Institutional Investor Services Group at Reinhart Boerner Van Deuren s.c.  He represents pension funds, foundations and other institutional investors globally on fiduciary, investment, governance and litigation matters. He is a member of the International Corporate Governance Network's Shareholder Rights Committee, the Sustainable Accounting Standards Board's Education Review Committee and the American College of Investment Counsel.

    Related materials to review in preparation for this webinar: 



  • published Webinar: Gender Lens Investing in Past Webinars 2021-08-26 22:49:34 -0400

    Webinar: Gender Lens Investing

    Webinar: Gender Lens Investing: The Business Case, Opportunities, and Action 

    Date: February 17, 2017, 12:00 - 1:00 PM ET

    The business case for investing in women has never been stronger. Research shows that companies where women are better represented in leadership simply perform better. And the financial power of women continues to grow. Yet, staggering gender inequality persists in varying forms across the globe.

    In this session, Kathleen McQuiggan, Senior Vice President of Global Women's Strategies at Pax World, will explore why we should be investing more in women, how investors can make an impact when it comes to gender diversity, and the role we can play in closing the gender gap.

    Julianne Zimmerman, Managing Director at Reinventure Capital, will highlight a sampling of third-party research which makes the economic, social, and financial investment case for investing in companies led by women.  She will discuss persistent misconceptions about women founders and leaders, and point to evidence of significant market inefficiencies connected to gender and race.

    • Kathleen McQuiggan, Senior Vice President, Global Women's Strategies, Pax World Management LLC, Managing Director, Pax Ellevate Management LLC 
    • Moderator: Jacquelyn Smith, Senior Fellow, Intentional Endowments Network   

    Speaker Bios:
    Kathleen_McQuiggan_cropped.jpgKathleen McQuiggan, Senior Vice President, Global Women's Strategies, Pax World Management LLC, Managing Director, Pax Ellevate Management LLC
    An advocate for investing in women, Kathleen is a 25+ year veteran of the financial services industry who has dedicated much of her career to focusing on increasing the industry’s understanding of and responsiveness to the financial planning needs of women. Read full bio... 
     Julianne Zimmerman, Managing Director at Reinventure Capital
    For over 25 years, Julianne Zimmerman has focused on putting technology to work for the greater good.  In her current role as Managing Director with Reinventure Capital, she is in process of raising a fund to invest in a chronically overlooked pool of entrepreneurs:  people of color and women. Read full bio... 


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