Intentionally Designed Endowment: Aligning Your Investment Portfolio with your Environmental, Social, and Governance Goals

A Distinguished Gathering of Key Stakeholders at Hampshire College

April 3, 5:30-9:00 p.m. Reception and Dinner at the Red Barn, featuring keynote speaker Bob Litterman, Kepos Capital LP

April 4, 8:30-4:00 p.m. Conference at Franklin Patterson Hall

A Project of Hampshire College and Second Nature

Registration
Registration is by invitation only. Live registration will be up the first week of November. Please check back at that time.

Purpose:
Many higher education institutions are grappling with the question of whether and how to align institutional investment policies with educational values. For most institutions this is uncharted territory.

Hampshire College and Second Nature have partnered to work with private liberal arts colleges and universities and private foundations to address how endowments can be positioned to create a more just, healthy and sustainable society. Our purpose is to help the leaders of these institutions examine how they might address these issues individually and collectively. This invitation-only event for higher education presidents, business officers, trustees, endowment portfolio managers, private foundation officers, and other key stakeholders will explore possibilities, share best practices, and identify ways to work together to pursue solutions. It is designed to actively engage all participants to develop the strategies, resources and support networks that will help them going forward and encourage participation by a larger group of institutions.

Hampshire College, which for many years has been a leader in aligning its investment portfolio with its educational mission and values, and Second Nature, a leader in the higher education effort on sustainability and supporting organization of the American College and University Presidents Climate Commitment, propose to work with private liberal arts colleges and universities to address how endowments can be positioned to create a more healthy, just, and sustainable society.

Through this event, we will provide an opportunity for higher education presidents, business officers, trustees, endowment portfolio managers, and private foundation officers to explore how larger societal challenges are affecting and are affected by endowment decisions; discuss strategies, challenges and opportunities for intentionally aligning investment decisions with organizational values; and learn how other institutions have approached these issues and explore opportunities for further collaborative work.

_{Pictured right: Hampshire College President Jonathan Lash}

Attendance is by invitation only. Target audience includes:
Private liberal arts colleges and universities
Board of trustee investment committee members
Portfolio managers (internal or external)
Chairs of boards of trustees
Presidents
Principal business officers/chief financial officers
Students invited by investment committees and PBOs (1 per campus)
Officers of private/family foundations

Steering Committee
Dan Apfel, executive director, Responsible Endowments Coalition
Anthony Cortese, senior fellow, Second Nature
Chris Davis, director, Investor Programs, Ceres
David Dinerman, COO/CFO, Zomazz, Hampshire College Trustee
Ellen Dorsey, executive director, Wallace Global Fund*
David Hales, president and CEO of Second Nature
Stewart Hudson, executive director, Audubon Connecticut
Amanda King, director of sustainability and special advisor to the president at Bentley University
Alex Lamb, senior consultant in Ernst & Young LLP’s Climate Change and Sustainability Services practice, and Hampshire alum (99F)
Jonathan Lash, President, Hampshire College
Mark Orlowski, executive director, Sustainable Endowments Institute
Jonathan Scott, partner, Veritable LP, former Hampshire College Trustee
Sue Tierney, chairman of Climate Works
Tom Van Dyck, senior vice president/financial advisor, Senior Consulting Group* RBC Wealth Management

*Invited, to be confirmed

Contact Information
Joanna Olin, chief of staff, office of the President, Hampshire College
jlcPR@hampshire.edu
413.559.5521

Tony Cortese, senior fellow, Second Nature
acortese@secondnature.org
617.549.4736