Loading…

Second Nature and the Intentional Endowments Network welcome you to this platform for learning, planning, acting, and leading together on climate and justice on our campuses, in our communities, and across our society and economy.


The next milestone of live programming will take place on October 7 & 8, 2021.


This platform will remain open throughout the yearlong Climate Action Pursuit. Registered participants can view resources and recordings from past sessions at any time! To do so, 

  • Make sure you are registered. If you participated in February or June, you’re still in the registration system. If not, learn more about registration options here - it is still not too late to join the Pursuit!

  • Then, activate and log in to your Sched account (click this link to log in).

  • Once logged in, click on any session to see more details, including a yellow "Video Stream" button that will take you directly to a recording of the session (note that not all sessions were recorded). Please note: only registered participants can log in as attendees for full access to video links. If you have registered but still need to activate your account, follow the activation instructions explained here using the activation page.

Log in to bookmark your favorites and sync them to your phone or calendar.

Higher Ed Presidents/Chancellors [clear filter]
Wednesday, February 24
 

10:00am EST

Office Hours
There will not be a recording of this session.

Open space for conversations with IEN and Second Nature staff.

Moderators
avatar for Hannah Bowen

Hannah Bowen

Director of Events and Communications, Intentional Endowments Network
avatar for Michele Madia

Michele Madia

Senior Director of Programs and Communications, Second Nature

Wednesday February 24, 2021 10:00am - 11:00am EST
Zoom

11:00am EST

Climate Action Pursuit Welcome and Keynote Conversation: Dr. Ayana Elizabeth Johnson
Click on the VIDEO STREAM button to watch the keynote address, and/or the WELCOME RECORDING button to watch the welcome portion.

Welcome from SN/IEN, orientation to the program and an engaging Keynote conversation with Dr. Ayana Elizabeth Johnson, Founder, Urban Ocean Lab & Co-Founder, The All We Can Save Project, on "All we can save - rooting our work in compassion, connection, creativity, and collaboration."

Some key takeaways from this session:
  • It’s important to create community, even in a virtual space. Some of the tools we’re using for that include: meaningful introductions including land acknowledgements; Slido polls/interactive questions; peer to peer conversations
  • The Pursuit will be a 4-milestone journey driven by what participants are looking for
  • Participants in the Pursuit are setting ambitious goals
​​​​

Moderators
avatar for Tim Carter

Tim Carter

President, Second Nature
avatar for Georges Dyer

Georges Dyer

Executive Director, Intentional Endowments Network
I am the co-founder and Executive Director of the Intentional Endowments Network --- thank you all for joining us for the Pursuit!
avatar for Valerie Red-Horse Mohl

Valerie Red-Horse Mohl

CFO, East Bay Community Foundation

Speakers
avatar for Ludovica Martella

Ludovica Martella

Independent Researcher, Miami-Dade Office of Resilience
I am a professional researcher and advocate committed to promoting climate justice and gender equality through the engagement of multiple stakeholders. I am particularly interested in local-based approaches to minimize the effects of climate change in climate resilient communities... Read More →
avatar for Ayana Elizabeth Johnson

Ayana Elizabeth Johnson

Founder, Urban Ocean Lab; Co-Founder, The All We Can Save Project
Dr. Ayana Elizabeth Johnson is a marine biologist, policy expert, writer, and Brooklyn native. She is founder of Urban Ocean Lab, a think tank for coastal cities, and is co-creator and co-host of the Spotify/Gimlet podcast How to Save a Planet. With Dr. Katharine Wilkinson, she c... Read More →


Wednesday February 24, 2021 11:00am - 12:15pm EST
Zoom

1:00pm EST

Pursue Neutrality - Carbon Neutrality: Maximum Ambition for Aligning Campus, Endowment, and Community Commitments
Click VIDEO STREAM to watch the recording of this session.

Pursue Neutrality: Hear from University of California President Michael Drake, Chief Investment Officer Jagdeep Bachher, and other leaders about the next generation of carbon neutrality commitments

Some key takeaways from this session:
  • Covid has shown us that we must address climate and inequality in an integrated fashion - and that we must all get comfortable with change. Don’t wait for policy changes from government or Board committees, start by making change from within today
  • In order to make substantial change endowments must make intentional decisions to pursue sustainable investing; it is also a way to do well while doing good.  Fossil free strategies have performed very well, and there has been a seachange amongst third party investment managers to embrace ESG investing in the last 5 years. 
  • For funding campus climate action - reinvest savings from energy efficiency into further emissions reductions - but funding for large-scale infrastructure remains a challenge.
​​​

Moderators
avatar for Sandy Urie

Sandy Urie

Chairman Emeritus, Cambridge Associates

Speakers
avatar for Jagdeep Bachher

Jagdeep Bachher

Chief Investment Officer & VP Investments, University of California System
avatar for Dr. Michael V. Drake

Dr. Michael V. Drake

President, University of California System
avatar for David Phillips

David Phillips

Associate Vice President of Energy and Sustainability, University of California - Office of the President
avatar for Veerabhadran Ramanathan

Veerabhadran Ramanathan

University of California San Diego, Scripps Institution of Oceanography


Wednesday February 24, 2021 1:00pm - 2:00pm EST
Zoom

1:00pm EST

Pursue Policy - Policy Brief: What the New Administration Means for Higher Ed, Climate Action, and Sustainable Investing
Click VIDEO STREAM to watch the recording of this session.

Pursue Policy: Hear from senior leaders what the new Administration means for Higher Ed, Climate Action, and Sustainable Investing

Speakers
avatar for Anne Kelly

Anne Kelly

Vice President of Government Relations, Ceres
avatar for Kevin Coyle

Kevin Coyle

Counsel to the President and CEO, National Wildlife Federation


Wednesday February 24, 2021 1:00pm - 2:00pm EST
Zoom

1:00pm EST

Pursue Student Leadership - A New Social Contract between Students and Higher Ed Institutions
Click VIDEO STREAM to watch the recording of this session.

In this session participants will hear from Elsa Mengistu, a strategist and visionary within the environmental movement, as she shares stories highlighting youth and college activism and empowerment, how and where to get engaged, and the need for intersectionality and multifaceted solutions in the sustainability and higher education sectors. Mengistu is the Cultural Development and Outreach Specialist and Founding Member at Generation Green, a student pursuing a degree in Political Science at Howard University, and the former Director of Operations at This is Zero Hour, a global grassroots climate organization intent on gaining support for the Youth Climate Movement.

Some key takeaways from this session:
In this session, through narrative storytelling based on her lived experience, Elsa Mengistu shares:
  • What led her to learn about white fragility and the importance of educators that care about their students and uplifting marginalized voices;
  • Through her organizing work, how she has worked to address systems of oppression including colonialism, capitalism, patriarchy, racism, and mass incarceration, and how layers of experience within these systems give individuals a unique perspective that should be highly valued and listened to;
  • As a student at Howard University, ways she has seen environmental racism play out inside and outside of the classroom, what higher education is doing right, and how to get engaged and make higher education institutions more intersectional, equitable, and inclusive.

Speakers
avatar for Elsa Mengistu

Elsa Mengistu

Cultural Development and Outreach Specialist, Student, Generation Green, Howard University


Wednesday February 24, 2021 1:00pm - 2:00pm EST
Zoom

2:30pm EST

Peer to Peer Conversation Block
There will not be a recording of this session.

Connect with peers for facilitated – but informal – discussions about what you’re facing in your work – the good, the bad, the complicated.

Speakers
avatar for Russ Gaskin

Russ Gaskin

Managing Partner, CoCreative
Russ helps people who don't know each other and often don't even like each other solve complex problems together in the areas of shared prosperity and ecological sustainability--and builds the capacity of others to do the same.As the managing partner of CoCreative, a systems change... Read More →
avatar for Sharon Simms

Sharon Simms

Consultant, CoCreative
Sharon leverages her experience in curriculum development, program development, strategic planning, and training to advance meaningful collaboration among diverse stakeholders.Sharon has 20 years of experience working in human/social services and has worked with the nonprofit sector... Read More →


Wednesday February 24, 2021 2:30pm - 3:15pm EST
Zoom

3:30pm EST

Pursue Community - Partnering on EVs: How Cities and Universities are Electrifying Their Fleets to Help Achieve Common Climate Goals
Click VIDEO STREAM to watch the recording of this session.

This session will bring together representatives from the City of Orlando and neighboring University of Central Florida to discuss their coordination and advancements in electrifying fleet vehicles to help achieve their climate goals. The session will feature Mr. Chris Castro (Director of the City of Orlando's Office of Sustainability & Resilience) and Dr. Jim Fenton (Director of the University of Central Florida’s Florida Solar Energy Center) and include information on how other universities can become involved in the EV Purchasing Collaborative (a partnership between Climate Mayors, the Electrification Coalition, and Second Nature), electrify their fleets, and access resources through the Collaborative.

Some key takeaways from this session include:
  • There is so much room for growth in terms of vehicle efficiency as transportation currently wastes 79% of its energy
  • A lot of change will be occurring over the coming years as we not only transition our vehicles to run on electricity but integrating these electricity assets to our cities and systems at-large
​​​

Moderators
avatar for Sarah Reed

Sarah Reed

Program Manager, Electrification Coalition
Sarah Reed is an outreach and engagement organizer at the Electrification Coalition. She is responsible for guiding public and private fleets through the transition to electric vehicles and specifically supports the EC’s Climate Mayors Electric Vehicle Purchasing Collaborative... Read More →

Speakers
avatar for James Fenton

James Fenton

Director & Professor, University of Central Florida's FSEC Energy Research Center
CC

Chris Castro

Director of Office of Sustainability & Resilience, City of Orlando
avatar for James Ritchotte

James Ritchotte

Executive Director, Climate Mayors
James Ritchotte is the Executive Director of Climate Mayors and has served in this role since 2018. James is responsible for strategic direction of the network, including member engagement and partner collaboration, as mayors seeks to shape, advocate for, and deliver on an ambitious... Read More →


Wednesday February 24, 2021 3:30pm - 4:30pm EST
Zoom

3:30pm EST

Pursue Knowledge - Pushing the Frontiers of Knowledge with Digital Twins
Click VIDEO STREAM to watch the recording of this session.

Kick off the “Knowledge” track on the first day of this Climate Action Pursuit milestone by sharing big ideas - how new tools are being applied in new ways to revolutionize and democratize the fields of smart city planning, campus energy retrofits, construction, and climate resilience.

Some key takeaways from this session:
  • One doesn’t need to spend millions of dollars to test out a new project or service or wait until a new building is completed to see how it will impact a campus; instead lower-cost simulations can be used (“digital twins”). 
  • Part of the transition away from fossil fuels means using decentralized systems like microgrids, and a lot of complexity - which makes greater data processing, modeling, and real-time analysis necessary



Moderators
avatar for Beth Martin

Beth Martin

Teaching Professor in Environmental Studies; Interim Director of Washington University Climate Change Program, Washington University in St. Louis

Speakers
avatar for Michael Jansen

Michael Jansen

Chairman & CEO, Cityzenith
avatar for John Reynolds

John Reynolds

CEO, Agile Fractal Grid
avatar for Alain Steven

Alain Steven

Founder & CEO, Energy One Solutions International
avatar for Eric Darrisaw

Eric Darrisaw

Director, Agile Fractal Grid


Wednesday February 24, 2021 3:30pm - 4:30pm EST
Zoom

3:30pm EST

Pursue Racial Justice - Higher Education and Racial Equity
Click on the VIDEO STREAM button to view the recording of this session.

Throughout American history, higher education has played a role in creating and reinforcing structural racism. Climate change disproportionately impacts communities of color, and is the result of the same unsustainable, extractive system that marginalizes and disempowers these communities. As institutions seek to shift their role to become actively anti-racist, how can we align climate action and all other institutional priorities with efforts to dismantle structural racism and lift up BIPOC communities? How can we ensure that climate solutions are led by and benefit these communities, and do not reinforce patterns of exploitation? What is the role of endowments in this work -- and what are the risks they face by not investing in racial equity? Leading thinker, author and entrepreneur, Nathalie Molina Niño will explore these questions with Valerie Red-Horse Mohl, CFO of the East Bay Community Foundation and Chair of Stanford’s Center for Comparative Studies on Race and Ethnicity.

Some key takeaways from this session:
  • Racial equity and climate change are not only “intersectional” but “fused” - they are inherently linked.  
  • For higher ed to move the dial on racial justice, think about not just “racial equity” but “racial thriving”-- how people of color can thrive, have more access to ownership, to capital, to leadership positions. 
  • Thinking about endowment investing and access to capital is key. Investment managers that are BIPOC owned and led, are more likely to inherently consider sustainability/ESG factors in their process. 
  • Communities must control their own destinies - keep ownership at the front of thinking about racial justice - a lens for all decisions on hiring, investments, priorities, etc. 
​​​

Speakers
avatar for Nathalie Molina Niño

Nathalie Molina Niño

Author, Investor, Entrepreneur, Connectivity Capital Partners, WOCstar Fund, FullCycle, and BlueIO
avatar for Valerie Red-Horse Mohl

Valerie Red-Horse Mohl

CFO, East Bay Community Foundation


Wednesday February 24, 2021 3:30pm - 4:30pm EST
Zoom

5:00pm EST

End-of-Day Reflection
Click VIDEO STREAM to watch the recording of this session.

Open space for recapping the day’s sessions, reflecting, and planning for the work ahead.

Some key takeaways from this session:
  • We need to use the events that occurred in Texas last week as a reminder and motivator for our work

Speakers
avatar for Tim Carter

Tim Carter

President, Second Nature
avatar for Georges Dyer

Georges Dyer

Executive Director, Intentional Endowments Network
I am the co-founder and Executive Director of the Intentional Endowments Network --- thank you all for joining us for the Pursuit!
avatar for Dianne Dillon-Ridgley

Dianne Dillon-Ridgley

Board Member, Crane Institute of Sustainability
avatar for Alice DonnaSelva

Alice DonnaSelva

Managing Director, Intentional Endowments Network


Wednesday February 24, 2021 5:00pm - 5:30pm EST
Zoom
 
Thursday, February 25
 

9:00am EST

Office Hours: Meet IEN's Steering Committee
There will not be a recording of this session.

Open space for conversations with IEN Steering Committee Members.

Hear from IEN Steering Committee members on what drove them to serve on this leadership group for the Intentional Endowments Network, and ask questions about the Network's current activities and priorities.

This will be an interactive, informal opportunity for networking and peer-learning. 

Moderators
avatar for Alice DonnaSelva

Alice DonnaSelva

Managing Director, Intentional Endowments Network
avatar for Georges Dyer

Georges Dyer

Executive Director, Intentional Endowments Network
I am the co-founder and Executive Director of the Intentional Endowments Network --- thank you all for joining us for the Pursuit!

Thursday February 25, 2021 9:00am - 10:00am EST
Zoom

10:00am EST

Office Hours: Second Nature - Ask Me Anything
There will not be a recording of this session.

Open space for conversations with Second Nature leadership.

Moderators
avatar for Tim Carter

Tim Carter

President, Second Nature

Thursday February 25, 2021 10:00am - 11:00am EST
Zoom

11:00am EST

Community Investing through CDFIs
Click VIDEO STREAM to watch the recording of this session.

For an institutional investor with social equity objectives, discovering America’s network of Community Development Financial Institutions (CDFIs) is like spotting the light switch after exploring a dark room with a small flashlight. Once you turn on the light, a world of possibilities opens before you – over 1,000 organizations dispersed throughout the country, ready to absorb and deploy capital to people and places that are often overlooked and underestimated by traditional investors.

CDFIs are private financial institutions that drive affordable capital to low-wealth communities across the United States. Many investors have been compelled to learn more about CDFIs and their long track record and ability to finance justice by investing in the potential of America’s communities.

Join a panel of experts who will be answering questions like: What is community investing and what is the role of CDFIs? Why may institutional investors like university endowments explore community investing? How may investment managers consider CDFIs in an Investment Policy Statement?

A few key takeaways from this conversation:
  • The inequities built into our system and addressing this wealth gap or chasm  require all stakeholders  including endowments  to step into action. 
  • Community Development Financial Institutions (CDFIs) are one of the best kept secrets in the impact space and there are a myriad of ways that an endowment may invest in a CDFI across asset classes with varying levels of risks based on the institution’s objectives & constraints.
  • CDFIs make sure that the deals are structured upfront to help borrowers succeed; one of the ways in which they do that is by providing technical assistance to borrowers which reduces the risk of the investment and helps with capital preservation. CDFIs also understand the local context, the players and the political landscape that surrounds the potential investment; with a 360 degree view, CDFIs can structure the investments appropriately to bring in various stakeholders at different levels to make the investment successful. 
  • With place based investing, the large influx of capital sometimes leads to gentrification but the mission of CDFIs is to create inclusive growth and prevent displacement of people in the community. 


Speakers
avatar for Andrea Longton

Andrea Longton

Senior Vice President, Financial Services, Opportunity Finance Network
avatar for Ben L. Bynum, MD

Ben L. Bynum, MD

Portfolio Director of Program Related Investments, The Colorado Health Foundation
avatar for Catherine Berman

Catherine Berman

CEO & Co-Founder, CNote
avatar for George Ashton

George Ashton

Managing Director, Strategic Investments at LISC


Thursday February 25, 2021 11:00am - 12:30pm EST
Zoom

11:00am EST

Leveraging Technology: Bold Planning and Steps to the Resilient, Carbon Neutral Campus of the Future
Click VIDEO STREAM to watch the recording of this session.


Keene State College (NH) has set aggressive sustainability goals and, like many higher education institutions, faces barriers to implementing them. We will learn about the creative vision and bold initial actions of this public liberal arts college and their plans toward achieving multi-faceted, short and long-term goals on the road to decarbonization. The approach will reveal key elements associated with partnership, technology, and stakeholder engagement, as well as alternative financing.

As a company Siemens is well-along their path to carbon neutrality. The Chief Sustainability Officer of Siemens will delve into this aligned vision that helps to create synergies and momentum. One example of this is the distributed energy microgrid at the Princeton (NJ) research campus. This project demonstrates the optimization of localized energy generation and storage, building load, and grid supplied electricity, as well as supporting corporate research.

Learn how these campuses are planning and implementing solutions and how their lessons may help your campus achieve its goals.

Speakers
avatar for Chris Davidson

Chris Davidson

Director of Hybrid Power Solutions, Siemens Smart Infrastructure
Chris Davidson is Director of Hybrid Power Solutions for Siemens Smart Infrastructure. His professional career spans more than two decades developing, managing, and engineering standard as well as customized integrated electrical solutions, such as power conversion equipment for power... Read More →
avatar for Martin Powell

Martin Powell

Head of Sustainability, Siemens USA
Martin Powell is Chief Sustainability Officer for Siemens USA and oversees efforts at dozens of corporate campuses that will lead to the company’s achievement of global carbon neutrality by 2030. In his previous role as Global Head of the Urban Development Practice, Martin led the... Read More →
avatar for Diana Duffy

Diana Duffy

Coordinator of Energy and Utility Services, Keene State College
Diana’s work at Keene State College helps procure the power to energize the campus in a pipeline-free corner of New England. Prior to Keene State, Diana was on National Grid’s energy efficiency team managing a range of programs serving customers in four northeastern states. She... Read More →
avatar for Cary Gaunt

Cary Gaunt

Director of Campus Sustainability, Keene State College
Dr. Cary Gaunt currently serves as the Director of Campus Sustainability at Keene State College (KSC), where she facilitates an accomplished team of colleagues and a cross-campus stakeholder group (the Sustainability Council) to lead, develop and implement initiatives that reinforce... Read More →

Sponsors
avatar for Siemens

Siemens

Siemens Smart Infrastructure strives to create the ideal campus environment, built on smart infrastructure and leveraging digitalization. The right environment for learning can lead to great things. Students focus on learning and exploring their future. The institution adheres to... Read More →


Thursday February 25, 2021 11:00am - 12:30pm EST
Zoom

11:00am EST

Net Zero Across Asset Classes
Click VIDEO STREAM to watch the recording of this session.

This session will explore the concept of net-zero portfolio construction across asset classes. Panelists will provide perspectives on how public and private equity and fixed income strategies can be aligned to achieve net-zero goals. They will also explore the role of Scope 3 emissions and the impact of investing in climate solutions as part of a comprehensive net-zero portfolio strategy. The conversation will focus on solutions that can provide the risk-adjusted returns and capital protection endowments need, while also having a meaningful impact on the real economy and supporting an equitable transition to a low-carbon future.

Some key takeaways from this session:
  • The biggest hurdle is making the (public, or even internal) commitment to a Net Zero portfolio - there are options for investing already out there once you do make that commitment
  • Investors have to do strong analysis around the carbon footprint of investments just like any other investment factor - it may be a challenge, but it will get easier with better reporting/data availability… but you have to do it whether it’s easy or not.
  • Net Zero can sound like a negative thing, but it’s really about looking forward - is your portfolio ready for the future?
​​​

Moderators
avatar for Joy Williams

Joy Williams

Senior Advisor for Climate Strategy, Education and Finance, Manifest Climate

Speakers
avatar for Temple Fennell

Temple Fennell

Co-Founder & Managing Director, Clean Energy Ventures
avatar for Amberjae Freeman

Amberjae Freeman

CEO, Etho Captial
avatar for Nathalie Wallace

Nathalie Wallace

Head of ESG Strategy & Development, Mirova US


Thursday February 25, 2021 11:00am - 12:30pm EST
Zoom

11:00am EST

Racial Equity Investing 101: No Justice, No Peace Without Prison Free Portfolios
Click VIDEO STREAM to watch the recording of this session.

Because of the racist history of incarceration in the U.S., racial justice, and racial equity investing, are impossible without dismantling the prison industrial complex, one that systematically targets thousands of primarily poor Black and Indigenous communities for disenfranchisement while making billions for corporations and shareholders every year. Doing so will require going beyond private prisons, which hold less than 8% of all incarcerated people in the country. This session will offer an opportunity to learn some of that history and what it means for environmental justice and investors. You will hear directly from a lawyer and activist formerly with the Mecklenburg County Public Defenders' office, with first-hand experience inside the penal system due to the protests last summer, and learn how to begin taking action from pioneers in racial equity and prison free investing.

Some key takeaways from this session:
  • Slavery didn’t end with the 13th amendment - it just evolved, and we see slavery today in the operations of the prison industrial complex. In fact, the United States has nearly 25% of the world’s prison population despite making up under 5% of the global population. Mass incarceration not only impacts the individuals in prison but their families, communities, and our entire society - it’s hurting us all. Investing in a financially profitable prison industrial complex in the short term is never the answer when we can invest directly in people and their success.
  • Corporations often don’t want to know if they have prison labor in their supply chains so investors will need to educate themselves, in order to push portfolio companies to look into the use of prison labor and disclose that information.
  • All of us, including investors, are complicit in upholding oppressive systems and we need to understand how in order to start operating differently. But these systems were created - they're humanmade, not natural and so we absolutely can dismantle them. And since we have the power to do that, each of us can be part of the solution as much as, and even more so than, we are a part of the problem.

Moderators
avatar for Jochebed Bogunjoko

Jochebed Bogunjoko

Founder & CEO, J Aduke Consulting

Speakers
avatar for Renee Morgan

Renee Morgan

Social Justice Strategist, Adasina Capital
avatar for Habekah Cannon

Habekah Cannon

Managing Attorney, The Law Office of Habekah B. Cannon
avatar for Ivy Jack

Ivy Jack

Head of Equity Research, Northstar Asset Management
avatar for Patience Marime Ball

Patience Marime Ball

Founder & CEO, Women of the World Endowment


Thursday February 25, 2021 11:00am - 12:30pm EST
Zoom

11:00am EST

What Do Retirement Plan Sponsors Need to Know About Sustainability?
Click VIDEO STREAM to watch the recording of this session.

Nonprofit institutions offer limited Environmental, Social, and Governance (ESG) investing options in their retirement plans, despite substantial evidence that these strategies reduce risk and enhance long-term investment performance. This panel is intended to help clarify how plan sponsors and trustees can consider sustainable investing strategies.

Resources:

Moderators
avatar for Jeff Gitterman

Jeff Gitterman

Co-Founding Partner, Gitterman Wealth Management

Speakers
avatar for Jim Roach

Jim Roach

Senior Vice President, Retirement Strategies, Natixis Investment Managers
avatar for Mary Green

Mary Green

Vice President & Client Portfolio Manager ESG, Federated Hermes


Thursday February 25, 2021 11:00am - 12:30pm EST
Zoom

1:00pm EST

Avoiding Greenwashing: Identifying True Integration in Environmental, Social, Governance (ESG) Investing
Click VIDEO STREAM to watch the recording of this session.

Session Description:

By now almost everyone has heard of the benefits of integrating environmental and social considerations into how investment managers assess the viability of a company’s business model and the quality of its governance. But with the explosion of managers who are describing their strategy as an ESG strategy, how do we know which ones are taking advantage of a seeming trend and which ones have truly developed expertise in this area?  How do we avoid greenwashing? Come hear from managers who will provide concrete examples of the way ESG is integrated into their investment decisions.


Some Key Takeaways from this session:

What are some of the elements that mark an active investment manager that is incorporating ESG into their investment strategy?
  • Demonstrate intentionality about investing in companies that will benefit from and contribute to sustainable development
  • have long investment time horizons - 7 or more years
  • consider the intersection of environmental, governance & social factors in their approach
  • engage in dialogue, and if necessary collective pressure with other investors, to change corporate behavior to reduce a company’s negative impact on society and to enhance the value of the company
  • adapt and enhance currently available ESG metrics into their analysis
  • ability to identify the issues with ESG data and limitations of knowledge and work to both resolve those issues and invest actively to resolve those problems
consider and engage companies on their impact on all stakeholders, not just shareholders

Moderators
avatar for Madeline Clark

Madeline Clark

Associate Investment Director, Cambridge Associates

Speakers
avatar for Natasha Landell-Mills

Natasha Landell-Mills

Partner & Head of Stewardship, Sarasin Asset Management
avatar for Kevin Walkush

Kevin Walkush

Portfolio Manager, Jensen Investment Management
avatar for Lorna Logan

Lorna Logan

Analyst, Sustainable Funds Group at Stewart Investors
avatar for Anne Matusewicz

Anne Matusewicz

Responsible Investment Strategist, Eaton Vance


Thursday February 25, 2021 1:00pm - 2:00pm EST
Zoom

1:00pm EST

Endowment Managment 101
Click VIDEO STREAM to watch the recording of this session.

Ever wonder how the endowment works? Or what an endowment even is? Join this session for a quick introduction to endowment management - who is making decisions about how the endowment is invested, what factors they’re considering, and why it’s relevant to social equity and climate justice. We’ll have a brief presentation and then be open for any and all questions about endowments.

Speakers
avatar for Meredith Lorenz Heimburger

Meredith Lorenz Heimburger

Principal, Global Endowment Management


Thursday February 25, 2021 1:00pm - 2:00pm EST
Zoom

1:00pm EST

Solutions Center and Accelerating Climate Action Planning
Click VIDEO STREAM to watch the recording of this session.

This session will review some of the many solutions that are being applied on campuses to reduce climate impacts. The Solutions Center was created to better inform senior campus decision makers about the climate solution options that they could or should be considering based on goals such as economics, publicity impact, feasibility, timeline for implementation, ease of maintenance, and GHG emission reductions.
The discussion will also address the downloadable tool for ranking and prioritizing your climate action projects based on these criteria. The Solutions Center is covered by a Creative Commons license, making the infographics and other information readily available for reuse.  This was done to assist campus energy and sustainability professionals in communicating complex climate solutions to campus leadership and decision makers. 
The Pursuit Panel will also feature a dialogue among campus and industry climate action implementers who are building a peer network to learn from one another, share leadership, and form collaborative solutions on the road to zero.

Some key takeaways from this session:
  • Campuses of all types have set aggressive sustainability goals and face barriers to implementing them. In this session, we discussed how a public liberal arts college set their vision and took action to achieve multi-faceted goals. The discussion also addressed technologies, stakeholder engagement, and financing.
  • Two campus case studies were presented: Keene State College in NH and a corporate research campus in NJ that is owned and operated by Siemens. The Siemens campus has a distributed energy microgrid to optimize onsite energy generation and storage, supplemented by grid supplied electricity.



Speakers
avatar for Eric Howard

Eric Howard

Director of Strategic Partnerships, Second Nature
I've been with Second Nature for 2+ years, assisting and directing our relationships with an array of entities that provide climate-related services to campuses.
avatar for Dave Karlsgodt

Dave Karlsgodt

Director, Brailsford & Dunleavy
Dave Karlsgodt is a director in Brailsford & Dunlavey’s Management Advisory Services practice group, spearheading the development of interactive tool sets and management of data that provide clients the basis for successful outcomes. Dave is also adept at explaining complex topics... Read More →
avatar for Meghan Chapple

Meghan Chapple

Director of the Office of Sustainability, George Washington University
Meghan Chapple serves as the Director of George Washington University's Office of Sustainability and is the Senior Advisor on University Sustainability Initiatives. She has led GW through its comprehensive sustainability strategy process, and has established the university’s reputation... Read More →
avatar for Kate Nelson

Kate Nelson

Chief Sustainability Officer, University of Wisconsin-Milwaukee
In 2008 the Office of Sustainability at UW-Milwaukee was established as one of the first in theUW System, and has been under Kate’s direction since. She is responsible for planning &managing a variety of sustainability initiatives, including, but not limited to; energy conservationstrategies... Read More →
avatar for Chris O'Brien

Chris O'Brien

Director of Business Development, CustomerFirst Renewables
Chris O’Brien is Director, Business Development at CustomerFirst Renewables and a long-time participant in Second Nature Summits and programs. He leads outreach and solution delivery efforts with a focus on the higher education market. He brings more than 20 years of energy, sustainability... Read More →


Thursday February 25, 2021 1:00pm - 2:00pm EST
Zoom

1:00pm EST

What is a Net Zero or Net Positive Portfolio? Q&A with the Net Zero Asset Owners Alliance
Click VIDEO STREAM to watch the recording of this session.


Net Zero Portfolio commitments are emerging as a key strategy for accelerating the transition to a low-carbon economy.  The Net Zero Asset Owners Alliance, supported by the UNEP Finance Initiative and the Principles for Responsible Investment is a network of over 30 asset owners that have made this commitment. The standards and methodologies for net zero portfolios are still emerging and evolving.  This session will be a chance to hear from the Alliance about what making a net zero commitment entails, the importance and impact of doing so, and what the challenges and emerging tools and solutions are.

Speakers
avatar for Jesica Andrews

Jesica Andrews

Senior Project Manager, Net Zero Asset Owners Alliance


Thursday February 25, 2021 1:00pm - 2:00pm EST
Zoom

1:00pm EST

What is Shareholder Engagement?
Click VIDEO STREAM to watch the recording of this session.


What role do shareholders have in shaping the behavior of the companies they own? Whether you're an individual with mutual funds or an endowment with billions invested, you have power as a shareholder to ensure sustainable business practices.

Some Key Takeaways from this session:

  • Shareholder engagement is a tool that can be used to address a multitude of issue areas including racial equity, plastics, and antibiotic use.
  • Shareholders have many tools to draw from to engage including letter writing to companies, proxy voting at the annual meeting, dialogue and meetings with the company, filing a shareholder resolution, coalition building and campaigns, media engagement, and political advocacy.

  • Doing proper research (to identify current practices, impact, growth areas), building strong relationships, ensuring any action you take is working with, not against, the work of other shareholders, and utilizing resources discussed on the call (i.e. As You Sow Invest Your Values Tool, Climate Action 100+ Net Zero Benchmark) are essential steps to successful engagement.






Additional Resources:
As You Sow Invest Your Values reports on mutual funds' exposure to fossil fuels, tobacco, military weapons, civilian firearms and the prison industrial complex as well as exposure to corporate deforestation practices and an analysis of gender equality.
As You Sow's Shareholder Resolutions Tab tracks shareholder resolutions by year and focus.
As You Sow's Vote Your Shares Tab provides a how to on proxy voting, including a video explanation. 

Speakers
avatar for Danielle Fugere

Danielle Fugere

President & Chief Counsel, As You Sow
avatar for Lisa Lange

Lisa Lange

Engagement - EOS, Federated Hermes


Thursday February 25, 2021 1:00pm - 2:00pm EST
Zoom

1:00pm EST

What’s in My Retirement Plan?
Click VIDEO STREAM to watch the recording of this session.

Nonprofit institutions offer limited Environmental, Social, and Governance (ESG) investing options in their retirement plans, despite substantial evidence that these strategies reduce risk and enhance long-term investment performance. For those organizations that have added those funds, they have also recognized that it helps to attract and retain top employees. Join us for an informative, in depth and interactive session where we hear firsthand from a company representative why they wanted to add these funds, how they did so, and the results they have seen.

Resources:
Some key takeaways from this session:
  • ESG and responsible investing is the best way to support long term value creation - ESG is a performance driver.
  • Employees should ask if there are ESG funds in their retirement plan and if not, ask why not.  
  • When people find out that they have ESG options in their retirement plan, there is an uptake in enrollment and contribution level. This shows that many people are looking for these options, especially millennials and Generation Zers.

Moderators
avatar for Jeff Gitterman

Jeff Gitterman

Co-Founding Partner, Gitterman Wealth Management

Speakers
avatar for Maureen Kline

Maureen Kline

Vice President of Public Affairs & Sustainability North America, Pirelli Tire
avatar for Jim Roach

Jim Roach

Senior Vice President, Retirement Strategies, Natixis Investment Managers
avatar for Mary Green

Mary Green

Vice President & Client Portfolio Manager ESG, Federated Hermes
avatar for Michael Rhim

Michael Rhim

Principal, PRM Consulting
avatar for Deb Boyden

Deb Boyden

Head of US Defined Contribution, Schroders


Thursday February 25, 2021 1:00pm - 2:00pm EST
Zoom

1:00pm EST

Presidential Pursuit Cohorts - February Milestone Meeting
This session is by invitation only, for Presidents, Chancellors, and Trustees of higher education institutions.
This invitation only session will begin with a high-level speaker/topic common to the higher education sector as a whole. Presidents will then break out into the cohorts according to institution types to learn about new models for action from peers, and create recommendations for how their institutions can lead action on climate, relying on unique institutional strengths.

Speakers
avatar for Dr. David Finegold

Dr. David Finegold

President, Chatham University
avatar for Tim Carter

Tim Carter

President, Second Nature
avatar for Georges Dyer

Georges Dyer

Executive Director, Intentional Endowments Network
I am the co-founder and Executive Director of the Intentional Endowments Network --- thank you all for joining us for the Pursuit!
avatar for Dr. F. Javier Cevallos

Dr. F. Javier Cevallos

President, Framingham State University
avatar for Dr. Darron Collins

Dr. Darron Collins

President, College of the Atlantic
avatar for Dr. Michael M. Crow

Dr. Michael M. Crow

President, Arizona State University
avatar for Dr. Jean Goodnow

Dr. Jean Goodnow

President, Delta College
avatar for Dr. Karin Hilgersom

Dr. Karin Hilgersom

President, Truckee Meadows Community College
avatar for Dr. Hilary L. Link

Dr. Hilary L. Link

President, Allegheny College
avatar for Dr. Scott D. Miller

Dr. Scott D. Miller

President, Virginia Wesleyan University
avatar for Dr. Mark Mitsui

Dr. Mark Mitsui

President, Portland Community College
avatar for Dr. Valerie Newhouse

Dr. Valerie Newhouse

President, Iowa Lakes Community College
avatar for Dr. Elsa Núñez

Dr. Elsa Núñez

President, Eastern Connecticut State University
avatar for Dr. Santa J. Ono

Dr. Santa J. Ono

President & Vice-Chancellor, University of British Columbia
avatar for Dr. Robert C. Robbins

Dr. Robert C. Robbins

President, The University of Arizona
avatar for Mariko Silver

Mariko Silver

President & CEO, Luce Foundation
avatar for Nigel Topping

Nigel Topping

High Level Climate Champion, COP26
avatar for Dr. Wim Wiewel

Dr. Wim Wiewel

President, Lewis & Clark College
avatar for Dr. Kim A. Wilcox

Dr. Kim A. Wilcox

Chancellor, University of California Riverside
avatar for Jamie Merisotis

Jamie Merisotis

President & CEO, Lumina
Innovation and DiscoveryFuture of WorkDemocracyImmigration


Thursday February 25, 2021 1:00pm - 2:30pm EST
Zoom

1:00pm EST

Pursuit Team Formation Workshop
There will not be a recording of this session.

A workshop to discuss goal-setting, identify shared challenges and shared aspirations, and meet colleagues with similar interests. Participants can expect to engage with their peers from across higher ed and leave the workshop with tools, connections, resources, and goals to work towards to overcome tricky issues. Joining this workshop gives you the opportunity – but not an obligation – to form a team with colleagues to receive additional support through the Climate Action Pursuit.

Speakers
avatar for Russ Gaskin

Russ Gaskin

Managing Partner, CoCreative
Russ helps people who don't know each other and often don't even like each other solve complex problems together in the areas of shared prosperity and ecological sustainability--and builds the capacity of others to do the same.As the managing partner of CoCreative, a systems change... Read More →
avatar for Sharon Simms

Sharon Simms

Consultant, CoCreative
Sharon leverages her experience in curriculum development, program development, strategic planning, and training to advance meaningful collaboration among diverse stakeholders.Sharon has 20 years of experience working in human/social services and has worked with the nonprofit sector... Read More →


Thursday February 25, 2021 1:00pm - 2:30pm EST
Zoom

3:00pm EST

Adult Allyship: How to Build an Intergenerational Climate Movement
The sole purpose of this training will be to improve literacy of older generations to build a more inclusive, intergenerational climate movement. We will dive deep into the values that youth carry and their vision for the future, as well as how adult allies at universities and institutions can listen to youth activists, create institutional infrastructure to support turning asks into action with students, and carving an equitable path forward for all.

Speakers
avatar for Gabby Heidrich

Gabby Heidrich

Youth Engagement Program Coordinator, Climate Reality Project
avatar for Tobias Hess

Tobias Hess

Student & Founder of the Sunrise Movement Chapter, Bard College
avatar for Harriet Shugarman

Harriet Shugarman

Executive Director, ClimateMama


Thursday February 25, 2021 3:00pm - 4:30pm EST
Zoom

3:00pm EST

Designing a Powerful Shared Intent
Whether your climate and justice initiative involves only people in your institution or a larger group of community stakeholders, a clear and powerful shared intent is key to success. In this session, Russ Gaskin and Sharon Simms explored how to form a powerful shared intent to keep diverse stakeholders at the table despite their differences, generate energy and momentum to fuel the work, and establish the focus for everyone to stay on track amidst competing priorities and political forces.

Speakers
avatar for Russ Gaskin

Russ Gaskin

Managing Partner, CoCreative
Russ helps people who don't know each other and often don't even like each other solve complex problems together in the areas of shared prosperity and ecological sustainability--and builds the capacity of others to do the same.As the managing partner of CoCreative, a systems change... Read More →
avatar for Sharon Simms

Sharon Simms

Consultant, CoCreative
Sharon leverages her experience in curriculum development, program development, strategic planning, and training to advance meaningful collaboration among diverse stakeholders.Sharon has 20 years of experience working in human/social services and has worked with the nonprofit sector... Read More →


Thursday February 25, 2021 3:00pm - 4:30pm EST
Zoom

3:00pm EST

Equity in Practice: Integrating DE&I from Firm to Portfolio
There will not be a recording of this session.

In this workshop, we'll discuss how to integrate diversity, equity, and inclusion practices throughout your organization - from organizational policies/procedures/culture straight through to business practices. Leaders from Global Endowment Management will talk about the evolution of DE&I at their firm, and we'll brainstorm as a group how to advance DE&I in our work.


Evidence – the business case for investing with a racial equity or diversity lens:

 
McKinsey: 10 year cost of racial wealth gap in America between $1 Trillion and $1.5 Trillion (Racial Equity)
 
 
Institutional Investor: VCs missing a trillion dollar opportunity (Diversity, Social and Racial Equity)
 
 
VCs lose trillions by bypassing diverse leaders (Diversity, Social and Racial Equity)
 
 
McKinsey Study: Delivering Through Diversity (Diversity)
 
 
FT: Investment Teams with more women or ethnic minorities outperform (Diversity, Social Equity)
 
 
Harvard Business School: The Other Diversity Dividend (Diversity)
 
 
Living Cities: Radical Collaboration for Black Wealth Creation (Racial Equity)
 
 
Stanford University: Race influences professional investors' financial judgments (Diversity, Racial Equity) – this one is particularly helpful in illustrating how standard investment practices may not adequately be meeting fiduciary duty hurdles
 
 
Knight Foundation: Diversifying Investments (Diversity, Racial and Social Equity)

Speakers
avatar for Pedro Henriques da Silva

Pedro Henriques da Silva

Global Endowment Management
Pedro joined Global Endowment Management (GEM) in 2019, to support GEM's versatile impact investment work on behalf of mission-led institutional clients. Driven by impact, Pedro uses his experiences as a former educator, foundation in economics, and passion for positive investing... Read More →
avatar for Torrey Feimster

Torrey Feimster

Director of D&I Advocacy, Global Endowment Management
avatar for Caroline Dallas

Caroline Dallas

Associate Director, Private Investment Sourcing, Global Endowment Management


Thursday February 25, 2021 3:00pm - 4:30pm EST
Zoom

3:00pm EST

Pursuing Climate Justice Through Climate Action: Perspectives across North American Universities
Click VIDEO STREAM to watch the recording of this session.


This session is an opportunity for board members, executives, faculty, staff and students to learn how climate justice is being incorporated into teaching, research and strategic planning at three North American universities. This will be an introductory session for participants working to transform a commitment to climate justice into action and will set the stage for a series where participant will develop a community of learning and be supported in implementing initiatives at their institution.

Some key takeaways from this session:
  • Great opportunities for collaborations between UC & CSU systems in climate justice
  • General acknowledgement that there is a need for a community of practice around how to integrate climate justice into climate action work at colleges and universities (i.e., there is no playbook for how to do this work).
  • Examples highlighted by the speakers from WWU, UC Merced, and UBC serve as inspirational starting points for building such a community of practice



Moderators
avatar for YeVonne Allen

YeVonne Allen

Sustainability Program Director, Truckee Meadows Community College
YeVonne Allen, M.S. serves as the TMCC Equity, Inclusion, and Sustainability Program Director. YeVonne champions the efforts for equity, inclusion, and diversity-related topics for students, staff, and faculty. She is the current TMCC Faculty Senate Chair, chair of the TMCC Diversity... Read More →

Speakers
TO

Tracey Osborne

Associate Professor and UC Presidential Chair, University of California, Merced
GW

Grace Wang

Professor and Department Chair, Huxley College of the Environment, Western Washington University
avatar for Walter Mérida

Walter Mérida

Senior Advisor to the President, University of British Columbia
Walter began his career working with Ballard Power Systems, British Gas Investments Canada, and universities more than twenty years ago. He was a founder and Board member for General Hydrogen Corporation, and the Institute for Breakthrough Energy Technologies in Vancouver. He wor... Read More →


Thursday February 25, 2021 3:00pm - 4:30pm EST
Zoom

3:00pm EST

Social Media Bootcamp
Click VIDEO STREAM to watch the recording of this session.

Learn about the impact of social media in forwarding your institution’s mission and goals, and learn concrete strategies for how to identify your target community and how to reach them. You'll learn best practices on how to use social media platforms in this workshop.

Special Note
All attendees are welcome to bring 3 sheets of blank paper for this workshop.

Speakers
avatar for David W. Riggs

David W. Riggs

Founder, Pneuma Media


Thursday February 25, 2021 3:00pm - 4:30pm EST
Zoom

5:00pm EST

End-of-Day Reflection
Click VIDEO STREAM to watch the recording of this session.



Open space for recapping the day’s sessions, reflecting, and planning for the work ahead.

Speakers
avatar for Tim Carter

Tim Carter

President, Second Nature
avatar for Georges Dyer

Georges Dyer

Executive Director, Intentional Endowments Network
I am the co-founder and Executive Director of the Intentional Endowments Network --- thank you all for joining us for the Pursuit!
avatar for Dr. Elsa Núñez

Dr. Elsa Núñez

President, Eastern Connecticut State University
avatar for Alice DonnaSelva

Alice DonnaSelva

Managing Director, Intentional Endowments Network


Thursday February 25, 2021 5:00pm - 5:30pm EST
Zoom
 
Friday, February 26
 

12:30pm EST

Keynote Conversation: NAACP & Climate Justice
Click VIDEO STREAM to watch the recording of this session.

Climate change has a disproportionate impact on communities of color and low income communities in the United States and around the world. The NAACP Environmental and Climate Justice Program supports community leadership in addressing this human and civil rights issue. This session will provide an overview of the NAACP’s climate justice work and how it intersects with issues of health, food, and community resilience. Speakers will explore ways the higher education community can enhance its climate justice leadership in terms of campus culture, community engagement, education, and endowment investing.

Moderators
avatar for Marvin Owens

Marvin Owens

Chief Engagement Officer, Impact Shares

Speakers
avatar for Jacqueline Patterson

Jacqueline Patterson

Director, NAACP Environmental and Climate Justice Program, NAACP
Jacqueline Patterson is the Director of the NAACP Environmental and Climate Justice Program. Since 2007 Patterson has served as coordinator & co-founder of Women of Color United. Jacqui Patterson has worked as a researcher, program manager, coordinator, advocate and activist working on women‘s rights, violence against women, HIV&AIDS, racial justice, economic justice, an... Read More →


Friday February 26, 2021 12:30pm - 1:30pm EST
Zoom

2:00pm EST

Active Ownership in the Endowment: Warren Wilson College
Click VIDEO STREAM to watch the recording of this session.

Warren Wilson College (WWC) has focused on intentionally applying environmental sustainability and social equity lenses to the management of its endowment for over 5 years. In 2019, WWC became active owners of their portfolio companies. Active ownership is an effective tool in the long term value creation of the companies colleges own. Come hear from the investment Committee Chair, a recent alum of the school, and the people in the active shareowner community who supported them as they co-filed resolutions at BlackRock, Alphabet and Amazon and voted proxies to support their institutional mission.

Some key takeaways from this session:
  • Active ownership is an under-utilized practice among university endowments though it can both align company practice with university mission and enhance the value of the companies owned.
  • All but the most well endowed institutions have limited people and time resources and often don't have the expertise required to enter into dialogue with the companies they own, engage in collective action with other investors or vote proxies.
  • Warren Wilson College overcame these resource hurdles by creating a responsible investing policy that gave birth to an ESG Advisory committee that included investment committee members and trustees and provided the specificity needed to direct engagement efforts. They then collaborated with experienced shareholder advocacy organizations to assist with co-filing resolutions and proxy voting.


Moderators
avatar for Alice DonnaSelva

Alice DonnaSelva

Managing Director, Intentional Endowments Network

Speakers
avatar for Anthony Rust

Anthony Rust

Chair of the Investment Committee, Warren Wilson College
avatar for Ben Linthicum

Ben Linthicum

Sustainability & ESG Analyst, HXE Partners
avatar for Timothy Smith

Timothy Smith

Director of ESG Shareowner Engagement, Boston Trust Walden
avatar for Chris Miller

Chris Miller

Associate Vice President, Institutional Shareholder Services


Friday February 26, 2021 2:00pm - 3:00pm EST
Zoom

2:00pm EST

How Students Can Impact Corporate Behavior Through Engagement
Click VIDEO STREAM to watch the recording of this session.

There is immense opportunity to create impact through shareholder engagement in public equity investments. The scale and influence of such a mainstream asset class make it tremendously important to be able to spot opportunities to engage as shareholders. On this panel, you will hear from students, faculty, and industry professionals as they discuss how, through working with their institution's endowment, utilizing student-managed investment funds, and participating in extracurricular activities, they are impacting corporate behavior through shareholder engagement. Examples that will be discussed include drafting proxy voting guidelines, co-filing a shareholder resolution, and participating in a student competition focused on engagement.

Speakers
avatar for Dorien Nunez

Dorien Nunez

Co-Founder & Director of Research, OMNIResearch & OMNI Wall St Advantage
avatar for Susanna Gibbons, CFA

Susanna Gibbons, CFA

Faculty & Managing Director, David S. Kidwell Funds Enterprise at the University of Minnesota
Susanna has over 30 years of investment industry experience across multiple asset classes - equities, alternatives, and fixed income; and multiple roles - analytical, portfolio management, consulting, and educational. She serves on the Investment Advisory Council for the Minnesota... Read More →
avatar for Jacob Ivy

Jacob Ivy

Masters in Sustainability Solutions Candidate, Arizona State University
avatar for Jae Nam

Jae Nam

MBA Candidate, Tuck School of Business at Dartmouth College


Friday February 26, 2021 2:00pm - 3:00pm EST
Zoom

2:00pm EST

Net Zero Endowments: Making the Commitment
Click VIDEO STREAM to watch the recording of this session.


As asset owners, endowments have a tremendous opportunity to accelerate a just transition to a net zero economy by making a commitment to a net zero portfolio by 2050 or sooner. Doing so can also protect the endowment from climate risk, and enhance returns. While the concept is still new, several pioneering endowments have joined other asset owners in making this commitment. This in turn is pushing asset managers, data providers, and others to develop net zero strategies and answer open questions on this approach. In this session, participants will hear from those leading asset owners on how their institution made the decision to commit to net zero, what challenges they face, and next steps in the process of measuring, setting targets, and reporting on progress.

Some key takeaways from this session:
  • Climate risk is a threat to the global economy; a rapid, Just Transition to a low-carbon economy must and will take place.  Asset owners need to prepare for that by committing to net zero commitments. 
  • Challenges to making a Net Zero commitment include the lack of examples (not many asset owners have made commitments yet); It is complex; There is a need for standards to identify the correct metrics and data to use; Transparency into managers’ policies and activities can be limited.  Asset owners need to educate themselves on how to do this within the context of their own portfolio. 
  • Engagement with others is key -- Asset owners have a huge role to play and can leverage greater impact by influencing investment managers to establish net zero strategies.  Need to engage with companies, investment managers, and policy makers to reduce the systemic risks of climate and support a Just Transition.

Moderators
avatar for Bob Litterman

Bob Litterman

Chairman, Risk Committee and Academic Advisory Board at Kepos Capital

Speakers
avatar for Kathryn I. Murtagh, Esq.

Kathryn I. Murtagh, Esq.

Managing Director for Sustainable Investing & Chief Compliance Officer, Harvard Management Company, Inc.
avatar for Afsaneh Beschloss

Afsaneh Beschloss

Board Member, WRI Global Board of Directors; Founder and CEO, Rock Creek
avatar for Nili Gilbert

Nili Gilbert

Investment Committee Chair, David Rockefeller Fund


Friday February 26, 2021 2:00pm - 3:00pm EST
Zoom

2:00pm EST

Racial Equity Investing - Creating Your Own Best Practices
Click VIDEO STREAM to watch the recording of this session.


For investors looking to truly address the economic effects brought on by social inequities, progress towards racial equity must be a key consideration in the investment approach. In this session, we will hear from an asset allocator, investment consultant, and asset manager who have made considerable strides in racial equity investing, spanning from enhancing diversity within their own institutions, investing with diverse founders, allocating to funds or businesses that focus on improving socio-economic outcomes for people of color, or engaging with companies on issues that relate to diversity, equity, and inclusion.

The panelists will walk participants through their own journeys providing concrete examples of what racial equity investing looks like, best practices that they have learned in their journey, and hurdles they had to overcome. We will also break out into smaller groups to discuss pain points and workshop your own racial diversity and equity plans. The purpose of this session is for participants to leave with a strong sense of what can be done as the next steps within their own organizations.

Resources:
Some key takeaways from this session:
  • There is no performance gap that explains the capital allocation gap to diverse managers. You can argue that asset owner portfolios are at a relative distangage if they’re not getting the representative allocation to top performing diverse managers. This is a social issue as well as an investment issue.
  • To catalyze movement of capital to diverse managers, investors need to shift our due diligence processes to consider track record alternatives, expand what it means to work together ,reassess AUM as a risk metric, respect BIPOC time, contextualize fees, include historically unrecognized risks, be willing to go first, offer transparency about remaining hurdles, provide detailed feedback (more on these points on Due Diligence Commitment 2.0)  
  • Asset owners and allocators need to take a multi-pronged approach such as looking at asset management firm’s diversity in ownership & leadership, commitment to the next generation pipeline building, and assets invested with diverse founders.

Moderators
avatar for Justin Wilson

Justin Wilson

Director, Diverse Asset Management Initiative (DAMI)

Speakers
avatar for Rachel Robasciotti

Rachel Robasciotti

Founder & CEO, Adasina Capital
avatar for Gerry Watson

Gerry Watson

Executive Vice President of Finance & Operations, Rockefeller Brothers Fund
avatar for Tamara Larsen

Tamara Larsen

Executive Director, Mission-Aligned Investing, Agility
Tamara Larsen is an Executive Director with Agility, where she leads the Mission-Aligned Investment practice of the firm and sits on the Agility Investment Committee. Tamara is responsible for partnering with clients to further align their investment portfolio with their values. She... Read More →


Friday February 26, 2021 2:00pm - 3:00pm EST
Zoom
 
Wednesday, June 9
 

9:00am EDT

Orientation to the Climate Action Pursuit (Option 1)
This informal space is an opportunity to connect with IEN and Second Nature staff to get your bearings before the Climate Action Pursuit’s June milestone gets underway. Ask questions about using the technology (Sched, Zoom, and Slido), hear more about the agenda, identify which sessions will be most valuable to your work, or just sign on to test out your Zoom connection. If you did not participate in the February milestone, this is also a great opportunity to hear what we learned and where we’re picking up in this year-long journey of learning-to-action. All are welcome, whether you’re a newcomer to this platform or have been deeply involved in the planning. We’re offering two orientation options to accommodate timezones and schedules - 9-10am ET or 4-5pm ET on Wednesday, June 9th.

Speakers
avatar for Hannah Bowen

Hannah Bowen

Director of Events and Communications, Intentional Endowments Network
avatar for Michele Madia

Michele Madia

Senior Director of Programs and Communications, Second Nature


Wednesday June 9, 2021 9:00am - 10:00am EDT
Zoom

4:00pm EDT

Orientation to the Climate Action Pursuit (Option 2)
This informal space is an opportunity to connect with IEN and Second Nature staff to get your bearings before the Climate Action Pursuit’s June milestone gets underway. Ask questions about using the technology (Sched, Zoom, and Slido), hear more about the agenda, identify which sessions will be most valuable to your work, or just sign on to test out your Zoom connection. If you did not participate in the February milestone, this is also a great opportunity to hear what we learned and where we’re picking up in this year-long journey of learning-to-action. All are welcome, whether you’re a newcomer to this platform or have been deeply involved in the planning. We’re offering two orientation options to accommodate timezones and schedules - 9-10am ET or 4-5pm ET on Wednesday, June 9th.

Speakers
avatar for Hannah Bowen

Hannah Bowen

Director of Events and Communications, Intentional Endowments Network
avatar for Michele Madia

Michele Madia

Senior Director of Programs and Communications, Second Nature


Wednesday June 9, 2021 4:00pm - 5:00pm EDT
Zoom
 
Thursday, June 10
 

9:30am EDT

11:00am EDT

Browning the Green Space - Justice, Equity, Diversity, and Inclusion (JEDI) in Practice
This featured workshop on Browning the Green Space - Justice, Equity, Diversity, and Inclusion (JEDI) in Practice will provide participants an overview of the primary role that justice, equity, diversity, and inclusion play in advancing climate action within higher education. In this session, we will explore systems-based approaches to promoting JEDI objectives in pursuing energy efficiency, renewable energy, sustainable resource management, and more by examining how these approaches intersect with several key pillars - careers & companies, capital & contracts, and communities.

Speakers
avatar for Julianne Zimmerman

Julianne Zimmerman

Managing Director, Reinventure Capital
For more than 25 years Julianne has been putting technology and capital to work for the greater good in a variety of sectors and applications. She is currently Managing Director , Reinventure Capital. She has previously served as: Co-Founder (seed-stage investment); VP of communications... Read More →
avatar for Kerry Bowie

Kerry Bowie

Managing Director & Founder, of Msaada Partners, Browning the Green Space
Kerry is the Managing Partner of Msaada Partners and the Majira Project, a nonprofit accelerator program and innovator support organization that helps small businesses and startups grow with a mission of community development through entrepreneurship. Kerry works at the nexus of social... Read More →
avatar for Amanda Downey

Amanda Downey

VP, Business Performance & Planning NE, National Grid
Amanda is Senior Counsel at National Grid US, an electricity and gas company serving New York, Massachusetts and Rhode Island. Amanda supports the Company’s Federal Energy Regulatory Commission (FERC) regulated businesses and serves as lead in-house counsel for the Company’s FERC... Read More →
avatar for Madeline Wang

Madeline Wang

Founder & CEO, 7 C's
Madeline is the founder of 7Cs Leadership Workshop. She previously was the Managing Director - Capital Markets and Credit at BlueWave Solar and has extensive industry experience with distributed solar (small utility-scale, C&I, and residential), energy efficiency, utilities and independent... Read More →
avatar for Jeremy McDiarmid

Jeremy McDiarmid

As Vice President, Policy & Government Affairs, Jeremy leads NECEC's policy and government affairs team. Prior to joining NECEC, he served as Commercial Business Development Manager at SunBug Solar. Before joining SunBug, Jeremy advised Acadia Center on organizational and operational... Read More →
avatar for Dan Goldman

Dan Goldman

Vice President & Treasurer,, Browning the Green Spaces
Daniel Goldman is a co-founder and managing director at Clean Energy Ventures, a venture capital firm focused on investing in early-stage climate tech companies commercializing disruptive advanced energy technologies that can grow to scale and address global climate disruption. Mr... Read More →


Thursday June 10, 2021 11:00am - 12:30pm EDT
Zoom

12:45pm EDT

Lunchtime Discussion Groups
Open space for conversations with other Climate Action Pursuit participants

Thursday June 10, 2021 12:45pm - 1:15pm EDT
Zoom

1:30pm EDT

Next Level Conversations - Curriculum & Community Engagement
In this session, you’ll hear silo-breaking updates from peers leading on climate justice through universities’ curriculum design and collaborative work to address issues affecting communities well-being. In constructive presentations, experts in the field will share their experience at the cutting edge of trends - and why you should follow up to implement these action steps on your campus/in your organization. After hearing what’s new across the field, you’ll have an opportunity right away to start digging deeper by joining a smaller, peer-to-peer conversation with the experts on the topic of your choice. Can’t pick just one? There will also be an opportunity to book 1-1 or small group time with the presenters during tomorrow’s open meeting space or times throughout the next week. Topics include:
Topic 1: Educating the Next Generation of Sustainable Investment Leaders: Starting and Managing a Student-Managed Investment Fund
Topic 2: Betting on Social Progress: Breckinridge and the Social Progress Imperative
Topic 3: Campus-Community Partnerships on Climate Action: Applications of the EPIC model
Topic 4: Reinforcing Resilience: Going beyond traditional hazard assessments to bolster adaptive capacity


Moderators
avatar for Marshall Curry

Marshall Curry

Program Manager, EPIC-N
Marshall Curry joined EPIC-N in September 2017. He manages day-to-day operations, and provides support to member programs and  board members, while living in his hometown of Springfield, Oregon. He received a MPA and a MS in Educational Leadership from the University of Oregon in... Read More →

Speakers
avatar for Korin Tangtrakul

Korin Tangtrakul

Sustainability Manager, Drexel University
Korin Tangtrakul is the Sustainability Manager for the Sustainable Water Resource Engineering (SWRE) Lab under Dr. Franco Montalto of Drexel University. With experience in geography, urban planning, green infrastructure, community engagement and environmental activism, Korin's current... Read More →
avatar for Susanna Gibbons, CFA

Susanna Gibbons, CFA

Faculty & Managing Director, David S. Kidwell Funds Enterprise at the University of Minnesota
Susanna has over 30 years of investment industry experience across multiple asset classes - equities, alternatives, and fixed income; and multiple roles - analytical, portfolio management, consulting, and educational. She serves on the Investment Advisory Council for the Minnesota... Read More →
avatar for Kayla Hickman

Kayla Hickman

Sustainability Coordinator, University of Maryland Baltimore County (UMBC)
Kayla Hickman has spent 3 years working within the field of higher education sustainability, and is currently the Sustainability Coordinator at the University of Maryland Baltimore County (UMBC). She assists UMBC in achieving its carbon neutrality goal through engaging faculty, staff... Read More →
avatar for Tim Coffin

Tim Coffin

Director, Sustainability, Breckinridge
avatar for Anne Reichman

Anne Reichman

Director, Sustainable Cities Network, Global Institute of Sustainability and Innovation, Arizona State University
Anne is Director of Arizona State University’s (ASU) Sustainable Cities Network, an award winning program within ASU’s Julie Ann Wrigley Global Institute of Sustainability (GIOS) that is comprised of city, county and tribal community practitioners and leaders in sustainability-related... Read More →
avatar for Steven Russell

Steven Russell

Program Manager of Project Cities, Arizona State University
Steve Russell is the Program Manager of Project Cities, at Arizona State University’s Sustainable Cities Network. In this capacity, Russell coordinates research projects to help municipal governments to advance their sustainability goals. Russell holds a Master’s Degree in Public... Read More →
avatar for Laura Martin

Laura Martin

Associate Director of the McLean Institute for Public Service and Community Engagement, University of Mississippi
Dr. Laura Martin serves as Associate Director of the McLean Institute for Public Service and Community Engagement, a center at the University of Mississippi that fights poverty through education, innovation, and entrepreneurship. Laura engages faculty, staff, students, and community... Read More →
avatar for Mazi Ferguson

Mazi Ferguson

Interim Director, Office of Community Engagement and Partnerships, University of South Florida
As the Assistant Program Director of OCEP, Mazi provides strategic and operational direction and support for the programming efforts for community engagement for the Tampa Campus. Mazi develops internal systems and materials for program delivery and service while acting as a resource... Read More →
avatar for Karan Kishorepuria

Karan Kishorepuria

Director of Fund Development at NUImpact, Northeastern University
avatar for Ryan Kmetz

Ryan Kmetz

Assistant Director of Sustainability, University of Maryland Baltimore County (UMBC)
Ryan Kmetz is a climate resilience and sustainability professional whose work is focused on using data-driven GIS to solve complex problems while simultaneously telling compelling stories. Kmetz serves on Second Nature's Resilience working group and has spoken on GIS and climate resilience... Read More →


Thursday June 10, 2021 1:30pm - 2:30pm EDT
Zoom

3:00pm EDT

Just and Equitable Climate Action Planning: Integrating climate justice and equity into CAPs and the climate action planning process
This workshop will focus on the ways that college/universities can develop more just and equitable climate action plans drawing on the experiences of several higher education institutions and other cross-sector partners.

Speakers
avatar for Stephania Fregosi

Stephania Fregosi

Sustainability Analyst, Portland Community College
Stephania Fregosi (she/her(s)), got into sustainability as a result of childhood experiences that included sailing, travel, a semester at a farm, and a concern for human rights. At Portland Community College, she conducts data analysis and performs research. Stephania earned an MSEL... Read More →
avatar for Aurora Winslade

Aurora Winslade

Director of Sustainability, Swarthmore College
Aurora serves as the Director of Sustainability for Swarthmore College and a faculty member in Bard College’s Sustainable MBA program. Aurora previously founded new sustainability programs at the University of California Santa Cruz and the University of Hawaii. She also previously... Read More →
avatar for YeVonne Allen

YeVonne Allen

Sustainability Program Director, Truckee Meadows Community College
YeVonne Allen, M.S. serves as the TMCC Equity, Inclusion, and Sustainability Program Director. YeVonne champions the efforts for equity, inclusion, and diversity-related topics for students, staff, and faculty. She is the current TMCC Faculty Senate Chair, chair of the TMCC Diversity... Read More →
avatar for Lee Ball

Lee Ball

Chief Sustainability Officer, Appalachian State
Lee F. Ball Jr. currently serves as Appalachian State University’s Chief Sustainability Officer. He has a PhD in Sustainability Education, an MA in Environmental Education, and a BS in Natural Science. Lee has spent the last 30 years working as an advocate for the environment and... Read More →
avatar for Janika McFeely

Janika McFeely

Associate Principal, Sr Sustainability Consultant, Integral Group
Janika is an architect and senior sustainability consultant with over a dozen years of experience in green building, decarbonization, and climate action. Prior to joining Integral Group she worked for the University of California Office of the President on climate action planning... Read More →
avatar for Marybelle Tobias

Marybelle Tobias

Founder and Principal, Environmental Justice Solutions
Marybelle Nzegwu Tobias is an environmental and climate justice consultant with over 13 years of experience as an environmental and climate justice advocate and community partner with demonstrated ability to develop equitable policies and programs and build impactful alliances and... Read More →


Thursday June 10, 2021 3:00pm - 4:00pm EDT
Zoom

3:00pm EDT

Policy Briefing - How to Understand, Adapt to, and Influence the Rules of a Sustainable Economy
In this workshop, participants will learn about how regulators in Europe and the U.S. are reshaping the investment and business landscape, and make plans to take action to shape and respond to the evolving policy context. Some questions we’ll answer together during the workshop include:
Who is proposing, evaluating, and enforcing the rules around the environmental, social, and governance priorities in our economy?
Which of those rules are likely to change, and how can you prepare as an investor?
How can you - as a student, higher education staff member, investor, researcher, or other stakeholder in our economy - help shape the rules to promote racial justice, environmental justice, climate action, and responsible corporate governance?
Which organizations, resources, and tools already exist to help us take action?

This will be an active discussion, with participants joining breakout groups to discuss timely opportunities for action.

Speakers
avatar for Dawn Slevin

Dawn Slevin

Managing Director, Environmental Liability Solutions Europe
Dawn is Managing Director of ELS Europe and Co-Chair of the European Financial Reporting Advisory Group (EFRAG) Project Task Force on reporting of non-financial risks & opportunities (PTF-RNFRO). From June 2018 to September 2020 Dawn Co-chaired the ‘do no significant harm... Read More →
avatar for Brian Kennedy

Brian Kennedy

Director, Portfolio Manager, Davy Global Fund Management
Brian Kennedy is a portfolio manager working on the Davy ESG Equity and Davy Low Carbon Equity funds. Brian joined the asset management business of Davy from Allianz Global Investors in London, one of the world’s largest sustainable investment groups. Brian started his career... Read More →
avatar for Billy Gridley

Billy Gridley

Director, Investor Network, Ceres
Billy supports the Ceres Investor Network whose members are global asset owners and managers committed to addressing sustainability issues in their investment practices, corporate engagements and policy advocacy. He collaborates with other Ceres teams to identify sustainable investing... Read More →


Thursday June 10, 2021 3:00pm - 4:00pm EDT
Zoom

4:30pm EDT

Lightning Round: Ambitious Goals and Who Can Help You Meet Them
In this session, hear inspiring, short "lightning round" presentations about what is possible in our field, on topics such as:
- Making a Net Zero Portfolio Commitment
- The Student Corporate Engagement Competition
- Creating Racial Equity Standards for Impact Investing
- Effectively Working with Community Partners in Resilience Planning
and more!

Speakers
avatar for Dave Karlsgodt

Dave Karlsgodt

Director, Brailsford & Dunleavy
Dave Karlsgodt is a director in Brailsford & Dunlavey’s Management Advisory Services practice group, spearheading the development of interactive tool sets and management of data that provide clients the basis for successful outcomes. Dave is also adept at explaining complex topics... Read More →
avatar for Jacob Ivy

Jacob Ivy

Masters in Sustainability Solutions Candidate, Arizona State University
VC

Vivian Chen

Student, Arizona State University
avatar for Chris O'Brien

Chris O'Brien

Director of Business Development, CustomerFirst Renewables
Chris O’Brien is Director, Business Development at CustomerFirst Renewables and a long-time participant in Second Nature Summits and programs. He leads outreach and solution delivery efforts with a focus on the higher education market. He brings more than 20 years of energy, sustainability... Read More →
avatar for Tynesia Boyea-Robinson

Tynesia Boyea-Robinson

CEO, CapEQ
Tynesia is an entrepreneur, Six Sigma blackbelt, and technologist uniquely positioned to catalyze a results-driven era of social change. She has been religiously leading and writing about enterprises that “do well and do good” for over a decade.
BH

Bob Hinkle

President & CEO, Metrus Energy
Bob Hinkle is President & CEO of Metrus Energy and founded the company in 2009. He has over 20 years of energy efficiency and clean energy finance experience and was previously with MMA Renewable Ventures, Bechtel, Booz Allen & Hamilton and the California Clean Energy Fund. He has... Read More →
avatar for Erika Murphy

Erika Murphy

Managing Director and Investment Director, Climate Platform, Wellington Management
As investment director of Wellington’s Climate Platform, Erika partners with our Climate Research Team and advises clients on both transition and physical climate risks and opportunities across traditional and alternative asset classes. She contributes to climate-focused strategic... Read More →
avatar for David Krantz

David Krantz

David Krantz is a doctoral student at the School of Sustainability at Arizona State University, where he is a leader in the student-run ESG shareholder-engagement group. He holds master's degrees from New YorkUniversity and the University of California, Berkeley.
avatar for Noorie Rajvanshi

Noorie Rajvanshi

Director, Sustainability and Climate Strategy, Siemens USA
With more than a decade of experience in the field of environmental sustainability, energy, and urban development, Noorie is responsible for supporting the strategy and execution of the Siemens US region’s decarbonization plan to achieve carbon neutral operations by 2030. In this... Read More →


Thursday June 10, 2021 4:30pm - 5:15pm EDT
Zoom

5:30pm EDT

End of Day Reflection
Open space for reflecting on the day’s sessions, connecting with a cross-section of Climate Action Pursuit participants, and preparing for Day 2 of this milestone.

Thursday June 10, 2021 5:30pm - 6:00pm EDT
Zoom
 
Friday, June 11
 

11:00am EDT

Using Your Institutional Power to Achieve Climate Justice
In this workshop, we’ll equip stakeholders to leverage the full power and assets of higher education institutions to achieve climate justice. The workshop will kick off with remarks by Dr. Davarian Baldwin, the Paul E. Raether Distinguished Professor of American Studies at Trinity College, to talk about "The Anti-Racist University: Why Equity and Inclusion Cannot Stop at the Campus Gates," providing a big picture view of current and historical origins of university power & wealth. We will then engage in an active learning and peer-to-peer conversations to cover approaches to developing a more equitable relationship between our communities and our universities for climate justice in several action areas including: endowment investing, procurement, hiring, capital improvements and infrastructure planning, reparations programs, and staff retirement plans.

Speakers
avatar for Davarian Baldwin

Davarian Baldwin

Paul E. Raether Distinguished Professor of American Studies, Trinity College
Davarian L. Baldwin is the Paul E. Raether Distinguished Professor of American Studies and founding director of the Smart Cities Lab at Trinity College (CT). He is the author of In the Shadow of the Ivory Tower: How Universities are Plundering Our Cities; Chicago's New Negroes: Modernity... Read More →


Friday June 11, 2021 11:00am - 12:30pm EDT
Zoom

1:00pm EDT

Empowering People-Oriented Climate Action: Santa Clara University, Dickinson College, & EcoChallenge.org
Santa Clara University and Dickinson College have embraced the power of collective action to augment their campuses' operational climate initiatives. EcoChallenge.org provides tools and resources to unite individuals, campuses and communities in drawing down climate change and using behavioral strategies for positive change. Speakers in this session will share their tools and practices to invite and empower students, faculty, and staff to easily see how the choices they make contribute to collective campus and global sustainability goals, as well as how those collective actions are measured and shared.

Speakers
avatar for Lindsey Lyons

Lindsey Lyons

Assistant Director, Center for Sustainability Education, Dickinson College
Lindsey Lyons came to Dickinson College in 2011 as the Assistant Director of the Center for Sustainability Education. Lyons completed her B.S. in biology from Lynchburg College and a M.S. in environmental education from Southern Oregon University. As a certified K-12 teacher, outdoor... Read More →
avatar for Lacy Cagle

Lacy Cagle

Director of Learning, Ecochallenge . org
Lacy Cagle is a systems-focused leader and community education facilitator. As Director of Learning at Ecochallenge.org, she developed and refined a system of high quality learning programs that inspire sustainability action and advocacy, and cultivated Ecochallenge.org’s thought... Read More →
avatar for Lindsey Kalkbrenner

Lindsey Kalkbrenner

Director, Center for Sustainability, Santa Clara University
Lindsey has 15 years of experience galvanizing SCU's transformation into a top-tier sustainability performer. She combines grassroots mobilization and change agent expertise with her commitment to environmental health, financial strength, and social justice to lead the Center for... Read More →


Friday June 11, 2021 1:00pm - 2:00pm EDT
Zoom

1:00pm EDT

Net Zero Endowments - How Asset Managers & Industry Initiatives Can Help Endowments Reach Net Zero
Asset Managers will play a key role in ensuring endowments can meet Net Zero Portfolio commitments, to reduce emissions and drive equitable climate solutions in the real economy. This session will include perspectives from leading asset managers and nonprofit industry initiatives on the latest state of play and best practices. Participants will explore the Net Zero Asset Managers initiative, Investor Climate Action Plans (ICAPs), and other industry initiatives enabling effective pathways to a net zero economy. Half of the session will be spent in breakout rooms for small-group dialogue and action planning.

Moderators
avatar for Mahesh Roy

Mahesh Roy

Senior Manager, Capital Markets, CDP
Mahesh Roy is a Senior Manager in CDP’s capital markets team working with Financial Institutions in transitioning lending and investment portfolios to net zero and collaborating with investor networks including the Net Zero Asset Managers initiative, The Investor Agenda and the... Read More →
avatar for Lindsey White

Lindsey White

Director, Investor Network, Ceres
Lindsey is a Director of the Ceres Investor Network on Climate Risk and Sustainability. In this role, she works to strengthen and expand the participation of U.S. and Canadian asset owners and asset managers in the Ceres Investor Network, the investor group committed to more rigorous... Read More →

Speakers
avatar for Tamara Larsen

Tamara Larsen

Executive Director, Mission-Aligned Investing, Agility
Tamara Larsen is an Executive Director with Agility, where she leads the Mission-Aligned Investment practice of the firm and sits on the Agility Investment Committee. Tamara is responsible for partnering with clients to further align their investment portfolio with their values. She... Read More →
avatar for Edward Mason

Edward Mason

Generation Investment Management


Friday June 11, 2021 1:00pm - 2:00pm EDT
Zoom

2:30pm EDT

Keynote Conversation: Leah Stokes and Nikayla Jefferson
A keynote conversation between Leah Stokes and Nikayla Jefferson about how young activism can impact climate and energy policy at various levels of decision-making and types of decision-makers. This session will provide inspirational examples of how advocacy can be used as a critical strategic tool to implement just and equitable climate solutions.

Speakers
avatar for Leah Stokes

Leah Stokes

Assistant Professor, Department of Political Science | Affiliated with the Bren School of Environmental Science & Management and the Environmental Studies Department, University of California, Santa Barbara
NJ

Nikayla Jefferson

Sunrise San Diego / UCSB


Friday June 11, 2021 2:30pm - 3:15pm EDT
Zoom

3:30pm EDT

Next Level Conversations - Operations & Finance
In this session, you’ll hear silo-breaking updates from peers leading on climate justice in university operations and finance, including endowment investing. In efficient presentations, experts in the field will share their experience at the cutting edge of trends - and why you should follow up to implement these action steps on your campus/in your organization. After hearing what’s new across the field, you’ll have an opportunity right away to start digging deeper by joining a smaller, peer-to-peer conversation with the experts on the topic of your choice. Can’t pick just one? There will also be an opportunity to book 1-1 or small group time with the presenters during tomorrow’s open meeting space or times throughout the following week. Topics such as:
Topic 1 - How To : The Simple Power of Incorporating Racial Justice into a Net-Zero Portfolio
Topic 2 - Charge On!: How to Electrify Your Fleet
Topic 3 - How to Implement a Carbon Pricing Scheme: Perspectives from the Higher Ed Carbon Pricing Working Group
Topic 4 - Shareholder Engagement for Curriculum and Campus Goals (Net Zero, DEI)

Speakers
avatar for Pedro Henriques da Silva

Pedro Henriques da Silva

Global Endowment Management
Pedro joined Global Endowment Management (GEM) in 2019, to support GEM's versatile impact investment work on behalf of mission-led institutional clients. Driven by impact, Pedro uses his experiences as a former educator, foundation in economics, and passion for positive investing... Read More →
avatar for Sarah Reed

Sarah Reed

Program Manager, Electrification Coalition
Sarah Reed is an outreach and engagement organizer at the Electrification Coalition. She is responsible for guiding public and private fleets through the transition to electric vehicles and specifically supports the EC’s Climate Mayors Electric Vehicle Purchasing Collaborative... Read More →
avatar for Elizabeth Drake

Elizabeth Drake

Climate Action Manager, Swarthmore College
Elizabeth Drake is the Climate Action Manager in the Office of Sustainability, where she leads climate protection activities across the institution in support of the College’s commitment to achieving carbon neutrality by 2035. This includes leading the College’s award-winning... Read More →
avatar for James Ritchotte

James Ritchotte

Executive Director, Climate Mayors
James Ritchotte is the Executive Director of Climate Mayors and has served in this role since 2018. James is responsible for strategic direction of the network, including member engagement and partner collaboration, as mayors seeks to shape, advocate for, and deliver on an ambitious... Read More →
avatar for Ryan Taylor

Ryan Taylor

Project Coordinator, ASU Enterprise Partners
ask me about shareholder engagement at Arizona State University!
avatar for Susan Sayre

Susan Sayre

Associate Professor of Economics, Smith College
Susan Stratton Sayre is an Associate Professor of Economics at Smith College. She received her B.A. with majors in Economics and Religion from Swarthmore College and her M.S. and Ph.D. in Agricultural and Resource Economics from the University of California, Berkeley. She uses numerical... Read More →
avatar for Casey Pickett

Casey Pickett

Director of the Carbon Charge, Yale University
Casey manages various environmental programs for the Yale Provost’s Office, including the Yale Carbon Charge, the Yale Planetary Solutions Project, and the university’s Carbon Offsets Program.  He is the host of Pricing Nature... Read More →
avatar for Austin Wilson

Austin Wilson

Head of Active Ownership and Associate ESG/SRI Strategist, Aperio Group (part of Blackrock)
Austin Wilson is Aperio’s Head of Active Ownership and Associate ESG/SRI Strategist. He oversees Aperio’s proxy voting and shareholder advocacy services, helping clients influence the companies in which they invest. Prior to Aperio, Austin was the Environment Health Program Manager... Read More →
avatar for Andrew Behar

Andrew Behar

Chief Executive Officer, As You Sow
Andrew Behar is CEO of As You Sow, the nation’s leading non-profit practitioner of shareholder advocacy and engagement. Since 1992, As You Sow has used shareholder power to align investments with values and compel companies to reduce material risk on issues including climate change... Read More →
avatar for Lisa Marie Tornatore

Lisa Marie Tornatore

Director of BU Sustainability, Boston University
From a Sargent College Sustainability Liaison to the BU Sustainability Director, Lisa (CAS’02) partners with colleagues across BU to advance sustainable procurement policies and practices, electric vehicle infrastructure, green buildings, sustainable dining, and engagement opportunities... Read More →
avatar for Thomas Poveromo

Thomas Poveromo

Fleet Procurement Specialist, University of California, Los Angeles
Tom Poveromo is a Fleet Procurement Specialist at UCLA Fleet and Transit Services. He has worked at the university for over 22 years and oversees a fleet of close to 1000 vehicles including street-legal low-speed vehicles (LSV’s). Tom takes pride in bringing new all-electric vehicles... Read More →
avatar for Jared Walker

Jared Walker

Senior Program Specialist, Electrification Coalition
Jared Walker is a Senior Programs Specialist at the Electrification Coalition where he is responsible for providing technical fleet management and operational support to the team. With 13+ years of experience in fleet management, he is well equipped to support the effort to electrify... Read More →


Friday June 11, 2021 3:30pm - 4:30pm EDT
Zoom

5:00pm EDT

 
Tuesday, July 13
 

1:00pm EDT

IEN Webinar: Creating Racial Equity Standards for Investing
Tynesia Boyea-Robinson, CEO of CapEQ, will lead participants through how best to integrate racial equity into the field of impact investing. The conversation will be guided by practical lessons from a variety of industries, including institutional investing, private equity, and small business technical assistance providers, to help participants understand why we need to apply a racial equity lens to impact investing, and how that can be done.

Racial disparities in business and finance are stark: 40% of the US population are people of color, but they represent only 20% of businesses with employees. The average white-owned business has over $18,000 in equity at founding, but the average Black-owned business has only $500. And only 1% of total global AUM are managed by Black people.

Impact investing as an industry has begun to solve some of these issues, but many of the systemic problems of investing have been replicated by the impact investing field. While impact investing has made great strides around ESG considerations, racial equity and racial justice has not been a major focus of the industry until recently. And this lack of a racial equity lens leaves money on the table: if 15% of Black-owned businesses were able to hire one more employee, the American economy could grow by $55 billion.

This session will engage participants to think about the positive financial implications of integrating racial equity considerations into their investment decisions and key equity factors that should be included in the overall approach.

Speakers
avatar for Tynesia Boyea-Robinson

Tynesia Boyea-Robinson

CEO, CapEQ
Tynesia is an entrepreneur, Six Sigma blackbelt, and technologist uniquely positioned to catalyze a results-driven era of social change. She has been religiously leading and writing about enterprises that “do well and do good” for over a decade.


Tuesday July 13, 2021 1:00pm - 2:00pm EDT
Zoom
 
Thursday, October 7
 

1:00pm EDT

Climate Smart Endowment Investing
Endowments represent a powerful - and often overlooked - lever for positive change on equitable climate solutions. Addressing climate risk in portfolios is also critical for being a prudent fiduciary and protecting endowment capital. This session will explore the range of steps endowments can take, from fossil fuel divestment, to investing in climate solutions, and making the commitment to Net Zero Portfolios. It will emphasize the intersectionality of climate and DEI and racial justice. Panelists will share insights on key initiatives, such as the Net Zero Banking Alliance and the Net Zero Asset Managers Initiative, and explain how asset managers can engage with companies on behalf of endowment clients to drive real-world emissions reductions at scale.

Moderators
avatar for Kelly Green

Kelly Green

Institutional Consultant, Graystone Consulting

Speakers
avatar for Audrey Choi

Audrey Choi

Chief Sustainability Officer, Morgan Stanley
avatar for Valerie Rockefeller

Valerie Rockefeller

Chair of the Board, Rockefeller Brothers Fund
avatar for Erika Murphy

Erika Murphy

Managing Director and Investment Director, Climate Platform, Wellington Management
As investment director of Wellington’s Climate Platform, Erika partners with our Climate Research Team and advises clients on both transition and physical climate risks and opportunities across traditional and alternative asset classes. She contributes to climate-focused strategic... Read More →


Thursday October 7, 2021 1:00pm - 2:00pm EDT
Zoom

3:00pm EDT

Moving Our Money for Climate Justice
Moderators
GN

Gwladys Ngatchou

Comm and Administration Associate, IEN

Speakers
avatar for Andrew Behar

Andrew Behar

Chief Executive Officer, As You Sow
Andrew Behar is CEO of As You Sow, the nation’s leading non-profit practitioner of shareholder advocacy and engagement. Since 1992, As You Sow has used shareholder power to align investments with values and compel companies to reduce material risk on issues including climate change... Read More →
avatar for Ben Linthicum

Ben Linthicum

Sustainability & ESG Analyst, HXE Partners


Thursday October 7, 2021 3:00pm - 4:00pm EDT
Zoom
 
  • Timezone
  • Filter By Date Climate Action Pursuit 2021 Feb 24 -Dec 9, 2021
    • February 2021
      SunMonTueWedThuFriSat
       123456
      78910111213
      14151617181920
      21222324252627
      28 
      March 2021
      SunMonTueWedThuFriSat
       123456
      78910111213
      14151617181920
      21222324252627
      28293031 
      June 2021
      SunMonTueWedThuFriSat
       12345
      6789101112
      13141516171819
      20212223242526
      27282930 
      July 2021
      SunMonTueWedThuFriSat
       123
      45678910
      11121314151617
      18192021222324
      25262728293031
      October 2021
      SunMonTueWedThuFriSat
       12
      3456789
      10111213141516
      17181920212223
      24252627282930
      31 
      December 2021
      SunMonTueWedThuFriSat
       1234
      567891011
      12131415161718
      19202122232425
      262728293031 
  • Filter By Venue Venues
  • Filter By Type
  • Demonstration
  • IEN - Webinar
  • Keynote
  • Panel/Roundtable
  • Peer to Peer Conversation
  • President & Trustee Cohort
  • Workshop
  • Thematic Track
  • Audience (Scroll to see all)


Twitter Feed