Monday, November 9^th

 

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 10^th

 

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