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Intentional Endowments Forum at Loyola University Chicago

Intentional Endowments Forum at Loyola University Chicago

November 01, 2016 @ 8:00 AM

Former U.S. Secretary of the Treasury Hank Paulson will be speaking at the upcoming Intentionally Designed Endowment Forum at Loyola University Chicago on November 1-2, 2016. 

Paulson serves as chairman of the Paulson Institute at the University of Chicago, and co-chairs the Risky Business Project, a non-partisan initiative that focuses on quantifying and publicizing the economic risks of climate change in the United States, with former New York mayor Michael Bloomberg and former hedge fund manager Tom Steyer.  Other speakers will include David Blood, co-founder of Generation Investment Management and former CEO of Goldman Sachs Asset Management. 

Loyola University Chicago and the Intentional Endowments Network are pleased to host this forum to bring together selected decision-makers from colleges, universities, and foundations, including presidents, trustees, CFOs, CIOs, and other key stakeholders to advance the conversation on endowment investing in the context of 21st century sustainability challenges.

As the focus on the impact of the $550 billion in endowment funds of the nation’s higher education institutions continues to grow, this is a timely event to explore the risks and opportunities that sustainability challenges pose to investment portfolios. 

Registration is open. Early pricing discounts end Sept. 27. 

Format: The forum will not be a typical conference. The size is limited to 120 participants. The format will be highly interactive, and include brief presentations from experts, small-group dialogue sessions at round tables, and facilitated, interactive action planning exercises. The Chatham House Rule will apply. 

Content and program design: Program content will be driven by the participants’ key questions on these topics, and what they hope to get out of the event. The agenda will be designed to build through the day 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. While fossil fuel divestment is driving the conversation on many campuses, this is not a divestment event – we will explore the full range of sustainable investing approaches and strategies.

Key topics covered (depending on participant feedback) will include:

·  How to engage stakeholders in constructive dialogue on these topics

·  History, trends, and terminology of sustainable investing

·  Financial performance and fiduciary duty

·  Opportunities for new investment strategies 

·  How to work with investment consultants and managers on these issues

·  Sustainable investment products and strategies - ESG investing, shareholder engagement, carbon risk, impact investing, and more

·  How other institutions are approaching these issues

Further details are available at