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How You Can Impact Corporate Behavior Through Shareholder Engagement at Colleges and Universities

Nicole Torrico July 13, 2022

This session will bring together higher education stakeholders, professionals that work with institutional investors, and alumni interested in engaging with their alma maters, in a facilitated networking exercise that utilizes inspiring stories to spur individual and collective action through corporate engagement.

When exploring how to finance the just transition, the half trillion dollars in endowment funds invested by the nation’s higher education institutions represent a relatively untapped resource. Within these endowment funds, there is immense opportunity to create impact through shareholder engagement in public equity investments, especially in relation to justice, equity, diversity, inclusion, and the interrelated climate crisis.

In this session, you will hear from higher education stakeholders including students, faculty, and endowment staff, as well as industry professionals, as they discuss how, through working with their institution’s endowment, utilizing student-managed investment funds, and participating in extracurricular activities, they are impacting corporate behavior through shareholder engagement.

After each speaker, in less than five minutes, shares an inspiring shareholder engagement case study (including implementing proxy voting guidelines, filing shareholder resolutions, and participating in student curriculum and a challenge focused on engagement), participants will break out into small group discussions to dive into the case study topic of their choice. The speaker on each topic will join the corresponding group discussion, and guide participants through specific questions and discussion prompts.

Participants will come back together for a group report back, and the session will close with both individual and group action planning, ensuring that all attendees leave with concrete next steps and resources to move forward. Additionally, if attendees opt-in, IEN will follow-up after the session to see what progress has been made and how else the Network may be supportive of accelerating corporate engagement work.

Format

Networking

Meta Themes

  • Power and Capital

  • Deliver Equity and Inclusion

  • Accelerate Climate Action

  • Justice

Themes

Higher Education, Corporate Engagement, Sustainable Investing, Education

Purpose and Desired Outcome

The desired outcomes of this session are: (1) inspire attendees with case studies centered on how leading higher education institutions have engaged with corporations; (2) facilitate dialogue among attendees and speakers around the ‘why’ and ‘how’ of higher education corporate engagement; and (3) support both individual and collective action planning to advance corporate engagement at colleges and universities across the country.

Audiences

  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Corporate & SME

  • Academia

  • Asset Managers

  • Accelerators & Incubators

Speakers

  • NameAnthony Rust
  • TitleChair of the Investment Committee
  • OrganizationWarren Wilson College
  • StatusInvited
  • NameDelicia Nahman
  • TitleMBA Candidate
  • OrganizationBard College
  • StatusInvited
  • NameNicole Torrico
  • TitleProgram Director
  • OrganizationIntentional Endowments Network
  • StatusInvited
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