Shareholder Engagement Working Group

The group focuses on developing a strategy for colleges and universities to effectively use their rights as corporate share owners to engage portfolio companies on governance and sustainability concerns about accountability, transparency, the environment and social justice. In the coming year, we will focus particularly on helping endowments to overcome their challenges to being more active shareholders including:
(1) limited time and people resources devoted to investing the endowment and
(2) investment through commingled funds.
  • Lisa Becker, Chief Operating Officer, University of Toronto Asset Management
  • Andrew Behar, CEO, Danielle Fugere, President, As You Sow
  • Ophir Bruck, US Relationship Manager, Principles for Responsible Investment
  • Eric Darrisaw, Omni Research Group
  • Amy Dine, Advisor and Board Member, Terra Alpha
  • Katherine Kroll, Sustainable Investing Analyst, Brown Advisory
  • Ben Linthicum, Alumnus and ESG Committee Liaison, Warren Wilson College
  • Jeff Mindlin, Vice President, Investments, Arizona State University Enterprise Partners
  • Dan Mitler, Manager, Shareholder Engagement, Ceres
  • Gabe Rissman, Cofounder, Stake PBC
  • Tim Smith, Director of ESG Shareowner Engagement, Boston Trust Walden
  • Heidi Vanni, Managing Director, Boston Trust Walden
  • Claire Veuthey, Director of ESG & Impact, OpenInvest
  • Heidi Welsh, Executive Director, Sustainable Investments Institute (Si2) 
  • Josh Zinner, CEO, ICCR
  • Student representative TBD from Student Coalition for Corporate Responsibility

If you are interested in learning more about this working group, contact Alice DonnaSelva at

Resources from the Working Group: 

For more resources, please visit IEN's Shareholder Engagement resources page


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