Links to slide presentations are below next to the speaker's name. For those that are publicly available, recordings of the speakers and panel sessions can be found on the Loyola Forum Videos page.
Tuesday, November 1
12:00-1:00 Registration and networking
1:00-1:15 Welcome remarks
- Jo Ann Rooney, President, Loyola University Chicago
1:15-1:30 Context and higher education’s sustainability leadership -- SLIDES
1:30-2:00 Dialogue: Why are you here?
Where is your institution on the spectrum of intentionally designed endowments? What are the issues on your campuses – what stakeholder concerns are presenting challenges?
2:00-2:50 Panel: Stories from the Boardroom - Leadership, Governance, & Fiduciary Duty
- Keith Johnson, Chair, Institutional Investor Services Group, Reinhart Boerner Van Deuren s.c. -- SLIDES
- David Dinerman, Trustee, Hampshire College
- George Hanley, Trustee, University of Dayton
- Robert Johnson, President, Becker College -- SLIDES
3:20-4:15 Panel: ESG Investing and Performance
Liz Michaels, Aperio Group
John Goldstein, Goldman Sachs Asset Management
Dinah Koehler, UBS Asset Management
Tim Smith, Walden Asset Management
Jack Robinson, Trillium Asset Management
4:35-4:45 Stories Across the Spectrum
Carl Vance, CIO, Lewis & Clark College
4:45-5:20 Popcorn Session: Strategies and Products for Sustainable Investing
- Matt Breidert, Ecofin -- SLIDES
- Tim Coffin, Breckinridge Capital Advisors
- Lisa Hayles, Boston Common Asset Management -- SLIDES
- Ian Monroe, Etho Capital and Stanford University
- Jamie Odell, Caravel Management -- SLIDES
- Adam Strauss, Appleseed Capital
5:20-6:00 Break / Tour of LEED Gold Schreiber Center
Architects from Solomon Cordwell Buenz (SCB) and university staff will provide a tour of Loyola's John and Kathy Schreiber Center, the 10 story, LEED Gold home to the Quinlan School of Business. The tour will share design strategies utilized by the team including natural ventilation, daylighting, radiant heating and cooling and self-shading all wrapped in a highly efficient building envelope and integrated through a 'social stair' climbing the full height of the building.
- Aaron Durnbaugh, Director of Sustainability, Loyola University of Chicago
- Devon Patterson, Principal, Lead Architect
- Jim Curtin, Principal
- Monica Willemsen, Associate
6:00-7:00 Networking reception
- 111 E Pearson St, Lewis Towers, Beane Hall, 13th floor
7:00-9:00 Keynote Dinner
Jeremy Coller, CIO Coller Capital, Chairman of the Jeremy Coller Foundation -- SLIDES
"Animal Factory Farming: Killer Stats Investors Can't Ignore." Jeremy will discuss the myriad material risks related to this growing production method which include antimicrobial resistance, deforestation, water risks, carbon emissions, and animal welfare issues which have the potential to significantly affect the bottom line for companies and investors.
Wednesday, November 2
7:30-8:00 Networking breakfast
8:00-8:05 Review / preview: setting the context for the day
8:05-8:45 Breakfast keynote
David Blood, Generation Investment Management
8:45-9:30 Panel: Stories from Advisors: Constructing Mission-Aligned Portfolios that Perform
Alice DonnaSelva, Prime Buchholz -- SLIDES
Kirsty Jenkinson, Wespath Investment Management
Tom Mitchell, Cambridge Associates
- Garrett Wilson, Hirtle Callaghan -- SLIDE
9:30-10:00 Dialogue: How do we work with our investment professionals to integrate a sustainable investment strategy?
10:15-10:55 Panel: Investing in Clean Energy
- Nick Hylla, Midwest Renewable Energy Association
- John Chaimanis, Kendall Sustainable Infrastructure -- SLIDES
- Ken Locklin, Impax Asset Management -- SLIDES
- Larry Grimstad, Luther College -- SLIDES
- Charles Sandmel, Intentional Endowments Network -- SLIDES
10:55-11:05 Stories Across the Spectrum
- Tim Carter, Second Nature -- SLIDES
11:05–12:00 Open Space Session: Engaging the Network on Your Issues
- Participant-organized small group discussions on topics of interest to participants
12:00-1:00 Lunch - Open Space conversations continue over lunch
1:00-1:45 Keynote conversation
- Secretary Henry "Hank" Paulson, The Paulson Institute and the Risky Business Project
Curtis Ravenel, Global Head, Sustainable Business & Finance, Bloomberg LP
1:45-2:15 Reflection: Part 1 - The Big Picture
Peer dialogue: What are the big ideas and emerging themes from our conversations? Where’s the world going on ESG investing? What’s the opportunity for the network and for your institutions?
2:30-3:00 Reflection: Part 2 - Personal Perspective: What now and what’s next?
- Facilitated action planning exercise: What are you most excited about now? What are your new or emerging questions? What conversations would you like to continue? With whom? What actions might you want to take? Who would you most like to have as collaborators here or back at you institution?
3:00-3:40 Action Planning & Working the Network
- Next steps for when you return to your institution
Building the network for collaboration and support
3:40-4:00 Closing and Adjourn