Thursday, August 25th


1:00-1:30       Welcome Remarks and Introduction

  • Robert Nava, Vice President for University Advancement, SF State and President, SF State Foundation
  • Anthony Cortese, Principal, Intentional Endowments Network
  • Georges Dyer, Principal, Intentional Endowments Network
  • Barbara Simonetti, President, Meetings that Matter


2:00-2:40       Panel: Stories from the Boardroom - Building Consensus for Sustainable Investing 

  • Brian J. Sharpes, CIMA, Managing Director - Investments, Senior Institutional Consultant, UBS Institutional Consulting - SLIDES
  • Leona M. Bridges, ('79) Director, San Francisco Municipal Transportation Agency
  • John Gumas, ('84), Immediate Past Chair, President, Gumas Advertising
  • Robert Nava, Vice President for University Advancement, SF State and President, SF State Foundation


3:20-3:35       Short Talk:  Addressing Fiduciary Duty

  • Keith J. Johnson, Chair, Institutional Investor Services Group at Reinhart Boerner Van Deuren s.c. - SLIDES


3:35-4:25       Panel: The Opportunity - Financial Performance and Impact 

  • Ken Locklin, Managing Director, Impax Asset Management - SLIDES
  • Meredith Benton, Head of Client Relations, Director, Sonen Capital
  • Douglass Cogan, Vice President, ESG Research, MSCI - SLIDES
  • Jessica J. Huang, CFA, Vice President, BlackRock
  • Michael Kinstlick, CFA, Head of Standards Setting Organization at SASB - SLIDES


4:45-5:15       Keynote: The Opportunity in the New Economy

  • Ira Ehrenpreis, Founder and Managing Partner, DBL Partners


7:00-9:00       Dinner and Keynote

  • Jagdeep Singh Bachher, Chief Investment Officer, University of California, Regents



Friday, August 26th


8:40-9:25      Panel:  Stories from Advisors - Constructing Mission-Aligned Portfolios 

  • David Dinerman, Trustee, Hampshire College
  • Alice L. DonnaSelva, CFA, Consultant, Prime, Buchholz & Associates
  • Jameela Pedicini, Director, Asset Management, Perella Weinberg Partners
  • Michael Pearce, Managing Director, Cambridge Associates


9:55–10:05   Short Talk: Shareholder Engagement - An Implementation Opportunity 

  • Danielle Fugere, President and Chief Counsel, As You Sow - SLIDES


10:20-11:00  Popcorn Session:  Strategies and Products for Sustainable Investing

  • Betty Cremmins, Senior Manager, Supply Chain, CDP
  • Kevin Cook, Director of Private Wealth, Principal Global Advisors 
  • Lisa Hayles, Business Development, Boston Common Asset Management -SLIDES
  • Ian Monroe, Founding President and Chief Sustainability Officer, Etho Capital and Lecturer Stanford University -SLIDES
  • James Rantanen, Jr., Head of ESG and Sustainable Investments, Americas, Deutsche Bank 
  • Daniel Nielsen, Managing Director, Great Lakes Advisors
  • Martha Shear, Director, Commonfund
  • Paul Herman, CEO and Founder, HIP Investor -SLIDES


1:00-1:45       Stories from Campus:  Integrating Sustainable Investing Across the Campus Community 
  • Seren Pendleton-Knoll, Program Director, Berkeley-Haas Center for Responsible Business and Sustainable Investing & Finance Initative
  • Tanvi Pradhan, Alumna, SF State University Foundation -SLIDES
  • Amy Myers Jaffe, Executive Director, Energy and Sustainability, University of California, Davis


3:15-3:45       Keynote:  Closing Reflections

  • Leslie E. Wong, President, San Francisco State University


3:45-4:00       Invitation to Continue the Conversation & Closing

  • Garrett Ashley, Vice Chancellor, University Relations and Advancement, The California State University




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