Using Endowment Investing to Help Create a Sustainable Economy

Zoe Abbott Boyd Presenter
ESG Program Manger
Lewis & Clark College
 
Amy Dvorak Presenter
Sustainability Director
Lewis & Clark College
 
Michael Pearce Presenter
Managing Director
Cambridge Associates
 
Kaede Kawauchi Presenter
Program Manager
IEN
 
Anthony Cortese Presenter
Principal
Intentional Endowments Network
 
Sun, 10/27: 8:30 AM  - 12:00 PM 
Half-Day Workshop 
AM Pre-Conference Workshop 
Spokane 
Room: 205 - Energy 
The half trillion dollars in endowment funds invested by higher education institutions in the United States represent a relatively untapped resource with immense economic and social power. The past few years have seen a surge in interest and activity around how endowment investment practices can be better aligned with institutional mission, values, and sustainability goals.

This session will include presentations and moderated discussions among leaders in the higher education sustainability movement, senior administrators, and investment professionals about how to address the challenges higher education institutions face in building campus stakeholder consensus, aligning investment policies with mission, and implementing sustainable investing strategies across the endowment portfolio -- outlining successes to date and how stakeholders can align endowment investments with institutional leadership across academics, operations, and research.

This session will be guided by the Roadmap for Intentionally Designed Endowments – a step by step resource geared toward staff, faculty, students, and other higher education endowment stakeholders on navigating the sustainable investing landscape specific to higher education.

Through facilitated dialogue exercises, participants of this session will share where their institutions stand in terms of sustainable endowment investing, learn how to leverage this framework to enhance endowment investing, and be invited to join and help shape the future of the Intentional Endowments Network.

This session will be facilitated by the Intentional Endowments Network, a peer learning network founded in 2014 that has been leading conversations and providing resources for college and university endowments that are interested in mission-aligned investing.

Audience Empowerment

Participants will share what's happening at their institutions, and through facilitated dialogue exercises, be invited to join and help shape the future of this new, cutting-edge initiative.

Brief presentations from case study focused panels will seed dialogue amongst the whole group. If the group is larger than 25 participants, we will spend part of the time in small group dialogue where participants will respond to specific questions ensuring all voices are heard.

 

Primary Topic Area

Investment & Finance

Session Level

Introductory Level

Intended Audience

Administrators
Faculty
Other Staff
Sustainability Staff