Intentional Endowments Network Roundtable
at the Nest Summit Campus, Javits Center, New York City, Part of Climate Week NYC
Date: September 22, 2022
Time: 1:30-6:30pm ET
12:30-1:30 Registration & Networking
1:30-1:40 Welcome
- Georges Dyer, Executive Director, IEN
1:40-2:10 Keynote
- Derrick Johnson, President & CEO, NAACP
2:10-2:20 Dialogue: Brief introductions - who are you and what organization are you representing? What do you hope to get out of today?
2:20-2:45 Panel: San Francisco State University — new IPS + renewed commitments to ESG
- Angela Outlaw-Matheny, Director of Investment Staff & Diverse Manager Equity, Crewcial Partners (moderator)
- Neda Nobari, Board Chair, San Francisco State University Foundation
- Jeff Jackanicz, CEO, San Francisco State University Foundation
- Mike Pearce, Managing Director, Cambridge Associates
2:45-3:10 Panel: Climate Justice & Net Zero Portfolios — Driving the Just Transition
- Pedro Henriques da Silva, Associate, Global Endowment Management (moderator)
- Miguel CuUnjieng, Associate Director for EOS, Federated Hermes
- Mark Campanale, Founder and Executive Chairman, Carbon Tracker
- Kirsten Spalding, Senior Program Director, Investor Network, Ceres
3:10-3:35 Dialogue: How is your organization (or your clients) thinking about integrating a Net Zero portfolio and JEDI goals in your Investment Policy Statement? How are you thinking about a climate justice lens? What barriers do you face, what tools or solutions might be most helpful?
3:35-3:45 Break
3:50-4:50 Next Level Conversations
- Shareholder advocacy and engagement: a college case-study of Bard -- Taun Toay, CFO, Bard College
- Building an Impact-Driven, Diverse Emerging Manager Ecosystem -- Bahiyah Robinson, VC Include
- Taking the Politics out of ESG: risks and opportunities from political attacks on ESG -- Jeff Gitterman, Gitterman Wealth Management
- Diverse & Emerging Managers -- Dorien Nunez, Omni Research & IEN
- Sustainable ETFs -- Marvin Owens, Impact Shares
- Sustainable Investing & Federal Policy -- Bob Van Heuvelen, Vogel Group
- Climate Positive Investing and DEI in climate investing -- Moya Connelly & Ian Monroe, Etho Capital
- ESG Data & Greenwashing -- Dinah Koehler, Ecolumix
- Net Zero Portfolios and Fixed Income, Cara Early, Breckinridge
4:50-5:15 Panel: ESG in Retirement Plans — the Sustainable Retirements Pledge
- Lazaro Tiant, Investment Director – Sustainability, Schroders (moderator)
- David Finegold, President, Chatham University
- Roberta Lobo, Director, Nuveen, a TIAA company
- Max Messervy, Head of Sustainable Investment, Americas, Mercer
5:15-5:30 Closing Dialogue: What are your big takeaways from the day? What next steps will you take at your organization? Who will you follow-up with from today's event to move this work forward? Where should the Intentional Endowments Network be focusing to best support your progress?
5:30-6:30 Rooftop Reception Orchard Terrace at the Javits Center, Nest Summit Campus
7:00 Sponsored & self-organized dinners in the city (by invitation or self-organized)