PSU Program Agenda

The program agenda has been designed in response to participant feedback to the following questions: 

  1. What are your burning questions on these topics (sustainable/ESG/SRI investing, intentionally designed endowments)? 
  2. What, if any, unique information or expertise might you have to contribute to this conversation? 
  3. Please complete this sentence: "This meeting will be successful, if at its conclusion, I ..." 

Program sessions were a combination of brief panel presentations, and plenty of time for dialogue with experts and peers at small tables. The sessions addressed key topics identified by participants, including:

  • How to engage stakeholders in constructive dialogue on these topics
  • History, background, trends and terminology of sustainable investing
  • Financial performance
  • Fiduciary duty
  • Sustainable investment products and strategies
  • What's happening at other institutions

For a list of speakers from past events, please click here

For more details about previous events, including videos of panel speaker sessions, please click here.

For a list of institutions represented at the Forum, please click here


Program Agenda


Monday, November 9th


12:00-1:00    Registration and networking 


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
  • Barbara Simonetti, Chair, National Coalition for Dialogue and Deliberation


1:35-2:00       Dialogue: Why are you here?

  • Where is your institution on the spectrum of intentionally designed endowments?  What are the issues on your campuses – what stakeholder concerns are presenting challenges?


2:00-2:40       Panel: An Overview of Sustainable Investing: History, Trends, and Strategies

  • Bennett Freeman, Investment Consultant
  • Tom Kuh, Executive Director, MSCI
  • Sonal Mahida, Senior Network Consultant, Principles for Responsible Investment


2:40-3:00       Dialogue:  Understanding sustainable investing


3:00-3:15       Break


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
  • Ken Locklin, Managing Director, Impax Asset Management
  • Glen Yelton, Head of Impact Research, SNW Asset Management


4:05-4:45       Dialogue:  The business case

  • How might you use this information to support conversations on your campus?


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
  • David Miller, Clean Energy Venture Fund
  • Kevin Lehman, Research Analyst, Breckinridge Capital Advisors
  • Patrick Drum, Saturna Capital
  • Charles Sandmel, Shelton Capital Management
  • Stephen Scofield, South Pole Group
  • Mark Orlowski, Sustainable Endowments Institute


5:30-6:00       Break


6:00-7:00       Networking reception


7:00-9:00       Dinner and Keynote

  • Robert Litterman, Chair or the Risk Committee, Kepos Capital, LP



Tuesday, November 10th


7:00-8:30       Networking breakfast


8:30-8:40       Dialogue: Review / preview


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
  • Jonas Kron, Senior Vice President, Trillium Asset Management 


9:30-10:00    Peer Dialogue: Engaging trustees on questions of fiduciary duty


10:00-10:15  Break


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

  • David Dinerman, Trustee, Hampshire College
  • Alice DonnaSelva, Investment Consultant, Prime Buchholz
  • Michael Pearce, Managing Director, Cambridge Associates
  • Alex Bernhardt, Principal, Head of Responsible Investment, US, Mercer


11:00 -11:30   Dialogue: Putting institutional values into action in the portfolio


11:30–12:00   Open Space Session: Engaging the Network on Your Issues

  • Participant-organized small group discussions on topics of interest to participants


12:00-1:00    Lunch

  • Open space conversations continue through lunch with tables designated for workgroups and/or topics


1:00-2:00       Open Space Sessions (cont.)

  • Continued peer dialogue on topics of interest to participants


2:00-2:15       Break


2:15-2:30       Proposals to continue your conversation

  • Invitation to propose new Working Groups for the IEN


2:30-2:50       Story from Across the Spectrum: 
                      Measuring a Portfolio’s Carbon Footprint at SFSU
  • Robert Nava, President, SF State University Foundation
  • Phil King, Director, SF State University Foundation
  • Brian Sharpes, UBS Institutional Consulting
  • Tanvi Pradhan, Research Assistant - Divestment (formerly), SF State University Foundation


2:50-3:20       Action Planning: The Next Chapter of Your Story

  • What will you do when you get back to your institution?


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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