Thursday, August 25^th

 

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 26^th

 

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

 

• 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