PSU Presentations

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


2:30-2:50       Story from Across the Spectrum: 
                      Measuring a Portfolio’s Carbon Footprint at SFSU
  • 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  



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