Intentionally Designed Endowment: Aligning Your Investment Portfolio with your Environmental, Social, and Governance Goals
A Distinguished Gathering of Key Stakeholders
2 Cambridge Center (50 Broadway)
Cambridge, Massachusetts 02142
Thursday, April 3 from 5:30-9:30 p.m.: Reception and dinner, featuring keynote speaker Bob Litterman, Kepos Capital LP
Friday, April 4 from 8:30-4:00 p.m.: Consultative Conference
Registration is by invitation only.
Or contact the Cambridge Marriott Hotel via phone to make your room reservation at 800.228.9290 or 617.494.6600.
The Hampshire College group room rate at the Cambridge Marriott is $199, plus applicable state and local taxes (currently $14.45%). This rate includes free wireless in the room and use of the fitness center. Reservations must be made on or before Friday, February 21, 2014. Beyond that date we cannot guarantee the $199 rate.
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 engage actively 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. We will operate the conference with Chatham House Rules so everyone can speak freely without external attribution unless participants give explicit permission to do so.
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
Principal business officers/chief financial officers
Students invited by investment committees and PBOs (1 per campus)
Officers of private/family foundations
Anthony Cortese, Senior Fellow, Second Nature
Jonathan Lash, President, Hampshire College
Dan Apfel, Executive Director, Responsible Endowments Coalition
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
Peter Kinder, Independent SRI Consultant, former co-founder of KLD Investment Research, Inc.
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)
Mark Orlowski, Executive Director, Sustainable Endowments Institute
Jonathan Scott, Partner, Veritable LP, former Hampshire College Trustee
Barbara Simonetti, President, Meetings That Matter
Sue Tierney, Chairman of Climate Works
Georges Dyer, Strategic Advisor at Second Nature and Principle of Greenland Enterprises
Maryelizabeth Fahey, Executive Assistant to the Board and to the Chief of Staff, Hampshire College
Danielle Faris, Event Management Consultant, Yellow Chair
Michele Madia, Director of Sustainability Financing and Policy, Second Nature
Joanna Olin, Chief of Staff to the President, Hampshire College
Beth Ward, Secretary of the College, Hampshire College
Joanna Olin, Chief of Staff, Office of the President, Hampshire College
Tony Cortese, Senior Fellow, Second Nature
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