Intentionally Designed Endowment Conference

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

Hampshire College and Second Nature organized and hosted a conference on intentionally designed endowments, held April 3-4, 2013 in Cambridge, MA.

Attended by 115 college, university, and private foundation leaders, "Intentionally Designed Endowment: Aligning Your Investment Portfolio with Your Environmental, Social and Governance Goals" provided an opportunity to explore how endowment can be positioned to create a more just, healthy, and sustainable society.

The conference was designed to engage participants in developing strategies, resources, and support networks that will assist them going forward and to encourage participation by a larger group of institutions.

Keynote speakers were:

Robert Litterman, chairman of the Risk Committee and Academic Advisory Board at Kepos Capital LP (and who was on April 7 elected chair of the Commonfund Board of Trustees).

White House staff member Jonathan Greenblatt, special assistant to the president and director of the office of social innovation and civic participation in the Domestic Policy Council.

Hampshire and Second Nature developed the conference to provide education and support to assist higher education leaders in communicating and working with various interested stakeholders including student groups such as the fossil fuel divestment movement.

Second Nature's mission is to create a sustainable society by transforming higher education. More http://www.secondnature.org/

Hampshire College has long been recognized as an institution that holds social responsibility and sustainability as core values. In December 2011 the College adopted a new environmental, social, and governance investing policy that is considered among the most forward-looking and comprehensive investment policies in the country.

Steering Committee

Co-Chairs
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
iPeter 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

Planning Team
Georges Dyer, strategic advisor at Second Nature and principal 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

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