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 

  1. Shareholder advocacy and engagement: a college case-study of Bard -- Taun Toay, CFO, Bard College
  2. Building an Impact-Driven, Diverse Emerging Manager Ecosystem -- Bahiyah Robinson, VC Include
  3. Taking the Politics out of ESG: risks and opportunities from political attacks on ESG -- Jeff Gitterman, Gitterman Wealth Management
  4. Diverse & Emerging Managers -- Dorien Nunez, Omni Research & IEN 
  5. Sustainable ETFs -- Marvin Owens, Impact Shares
  6. Sustainable Investing & Federal Policy -- Bob Van Heuvelen, Vogel Group
  7. Climate Positive Investing and DEI in climate investing -- Moya Connelly & Ian MonroeEtho Capital
  8. ESG Data & Greenwashing -- Dinah Koehler, Ecolumix
  9. 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) 


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