Webinar: Proxy Voting and Shareholder Engagement for Endowments

Webinar: Proxy Voting and Shareholder Engagement for Endowments 

Register today! 

Date: February 27, 2017, 12:30 - 1:30 PM ET

The webinar will provide an overview of the value of proxy voting and additional forms of engagement for endowments that are involved in commingled funds through an outsourced CIO – including the current landscape, trends, specific issues, and why it is important for investors. Guidelines and opportunities of how to take action will also be provided.


  • Heidi Welsh, Executive Director at Sustainable Investments Institute
  • Natasha Lamb, Director of Equity Research and Shareholder Engagement, Arjuna Capital
  • Tim Smith, Director of ESG Shareholder Engagement, Walden Asset Management
  • Moderator: Jacquelyn Smith, Senior Fellow, Intentional Endowments Network 


Speaker Bios: 


Natasha Lamb, Managing Partner, Director of Equity Research & Shareholder Engagement, Arjuna Capital

Natasha integrates Environmental, Social, and Governance (ESG) factors into Arjuna’s investment process while engaging major corporations to improve their performance through shareholder advocacy. Previously, Natasha was Vice President, Shareholder Advocacy and Corporate Engagement, and an Equity Analyst at Trillium Asset Management. Read full bio... 


heidi_welsh.pngHeidi Welsh, Executive Director, Sustainable Investing Institute

Heidi Welsh, the founding executive director of the Sustainable Investments Institute (Si2), has analyzed and written about corporate responsibility issues for more than two decades. She oversees Si2's operations and research. Read full bio...



Tim Smith, Director of ESG Shareowner Engagement, Walden Asset Management, Boston Trust

Tim Smith serves as the Director of ESG Shareowner Engagement at Walden Asset Management, a division of Boston Trust & Investment Management Company.  Walden has been a leader in sustainable and responsible investing (SRI) since 1975. As of December 30, 2016, Walden managed approximately $3 billion in assets for individual and institutional clients.  Read full bio... 







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