Monday, November 9th
1:00-1:15 Welcome remarks
- Wim Wiewel, President, Portland State University
1:15-1:35 Context and higher education’s sustainability leadership
- Georges Dyer, Principal, Intentional Endowments Network - SLIDES
- Barbara Simonetti, Chair, National Coalition for Dialogue and Deliberation
2:00-2:40 Panel: An Overview of Sustainable Investing: History, Trends, and Strategies
- Bennett Freeman, Investment Consultant
- Tom Kuh, Executive Director, MSCI - SLIDES
- Sonal Mahida, Senior Network Consultant, Principles for Responsible Investment - SLIDES
3:15-3:25 Stories Across the Spectrum:
- Chris O’Brien, Lecturer, Kogod School of Business, American University and Director of Higher Education Programs, Altenex
3:25-4:05 Panel: Performance – Measuring Financial and Social Impact
- Sarah Cleveland,Founder & CEO, Sarah Cleveland Consulting
- Dinah Koehler, Director, UBS Asset Management - Slides coming soon
- Ken Locklin, Managing Director, Impax Asset Management - SLIDES
- Glen Yelton, Head of Impact Research, SNW Asset Management - SLIDES
4:45-5:30 ‘Popcorn’ Presentations: Strategies for Sustainable Investing
- Sam Sussman, Alternative Investment Group
- Wes Selke, Better Ventures
- Robert Schultz, Greentech Capital Advisors
- John Chaimanis, Kendall Sustainable Infrastructure - SLIDES
- David Miller, Clean Energy Venture Fund
- Kevin Lehman, Research Analyst, Breckinridge Capital Advisors
- Patrick Drum, Saturna Capital
- Charles Sandmel, Shelton Capital Management - SLIDES
- Stephen Scofield, South Pole Group - SLIDES
- Mark Orlowski, Sustainable Endowments Institute
7:00-9:00 Dinner and Keynote
- Robert Litterman, Chair or the Risk Committee, Kepos Capital, LP - SLIDES
Tuesday, November 10th
8:40-8:50 Story from Across the Spectrum
- Amy Jaffe, Senior Advisor, Energy and Sustainability, University of California Regents
8:50-9:30 Panel: Sustainable Investing and the Responsible Fiduciary
- Susan Gary, Professor, University of Oregon School of Law
- Keith Johnson, Institutional Investor Services Chair, Reinhart Boerner Van Deuren - SLIDES
- Jonas Kron, Senior Vice President, Trillium Asset Management
10:15–10:25 Stories Across the Spectrum
- Felicia Davis, Managing Director, Building Green Campuses, Clark Atlanta University
10:25-11:00 Panel: From Creating the Investment Beliefs Statement to Portfolio Construction
- Alice DonnaSelva, Investment Consultant, Prime Buchholz - SLIDES
- Michael Pearce, Managing Director, Cambridge Associates - SLIDES
- Alex Bernhardt, Principal, Head of Responsible Investment, US, Mercer - SLIDES
- Robert Nava, President, SF State University Foundation
- Tanvi Pradhan, Research Assistant - Divestment (formerly), SF State University Foundation - SLIDES
3:20-3:50 Market Place: Peer-to-Peer Invitation
- Garrett Ashley, Vice Chancellor, University Relations and Advancement, The California State University
3:45-4:00 Closing and Adjourn