Event Details

Please join us for an Intentionally Designed Endowment Roundtable presented in partnership with the Center for Responsible Business at Berkeley-Haas and BlackRock on Friday, September 8, 2017 from 1pm-7pm pacific.

This intimate gathering of endowment decision-makers, key stakeholders, and investment experts will explore how endowments can implement low-carbon, sustainable investing strategies that protect capital and enhance long-term performance. 

Participants will hear from endowments about how they have made progress on a variety of sustainable investing strategies, how they have overcome challenges, and what barriers remain.  Experts from leading investment management and advisory firms will also share perspectives on the latest developments in the field. 

Additional details on the roundtable are available at: 
www.intentionalendowments.org/2017_bay_area_round_table

Please register today. 

Thank you, and all the best,
Georges, Tony, Nicole and the IEN Team

--
Georges Dyer
Principal, Intentional Endowments Network

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Location: Cheit Hall, 4th floor, Haas School of Business, University of California, Berkeley

Size: ~50 participants; approximately two-thirds asset owners and one-third industry experts

Audience: Senior administrators, trustees, and investment staff from endowments and foundations, as well as sustainable investment experts from investment management firms, advisory firms, and non-profits; and other relevant stakeholders. The program will be designed primarily for participants who are interested in pursuing sustainable investment strategies on some level and looking for support in how best to implement or advance such strategies.

Format: The event will be highly interactive, with brief presentations from expert speakers or panels to deliver content and seed conversation, integrated with significant time spent in small-group dialogue sessions at round tables.

Program design: Program content will be driven by responses from participants on what their key questions are on these topics at the time, and what they hope to get out of the event. The agenda will be designed to build through the program to deliver necessary content, facilitate peer-to-peer information sharing and learning, and result in pragmatic, actionable outcomes for participants to take back to their institutional roles. Pending adjustments based on participant feedback, topics will include:

• The state of the field in terms of institutional-ready sustainable investment strategies in public and private markets
• Climate risk, creating low-carbon portfolios, and opportunities to invest in climate solutions
• Investing in the context of the Paris Climate Agreement and Sustainable Development Goals
• Shareholder engagement – working with managers on proxy voting, corporate dialogue, and other forms of engagement – on material ESG issues to enhance value and reduce risk
• Stakeholder engagement and effectively communicating sustainable investing efforts to the campus community
• Enhancing peer-to-peer support and learning across institutions among trustees, endowment staff and senior administrators

This event is generously sponsored by
BlackRock

About the Intentional Endowments Network
IEN is a broad-based, collaborative network advancing intentionally designed endowments – that enhance financial performance; are aligned with institutional mission and values; and contribute to creating a sustainable society.  Working closely with leading organizations the network engages leaders and key stakeholders from higher education, foundations, business, and non-profits. It provides opportunities for learning and education, peer networking, convening, thought leadership and information exchange around a variety of strategies (e.g., ESG integration, impact investing, and shareholder engagement). 

About the Center for Responsible Business at Berkeley-Haas

The Center for Responsible Business at Berkeley-Haas connects students, businesses, and faculty to mobilize the positive potential of business to create a more equitable, inclusive, and sustainable society. Building on more than a decade of research, teaching, and engaging with business, we educate and provoke thoughtful debate. The Center encourages sustainability-minded research and its application in the marketplace of commerce and ideas.

About BlackRock
BlackRock is the world's largest asset manager guiding individuals, financial professionals and institutions in building better financial futures. BlackRock Impact offers a number of solutions for investors across our three key segments: Exclusionary Screens, ESG Factors and Impact Targets.

IEN is an initiative of The Crane Institute of Sustainability, a tax-exempt 501(c)(3) non-profit based in Boston, MA.

www.intentionalendowments.org