The Intentionally Designed Endowment Forum at San Francisco State University

August 25-26, 2016
Seven Hills Conference Center
San Francisco State University

The San Francisco State Foundation and the Intentional Endowments Network (IEN) were pleased to host the Intentionally Designed Endowment Forum on August 25-26, 2016. This invitation-only event brought together presidents, trustees, CFOs, CIOs, and other decision makers from campuses in California and the region to advance the conversation on endowment investing in the context of 21st century sustainability challenges.

The SF State Foundation was the first public university in the country to limit direct investment in public companies that are fossil-fuel producers. Collectively, California campuses are leaders in action related to climate and broader sustainability challenges in operations, education and research and are pioneers in aligning investment portfolios with these efforts. This forum was an opportunity for campus leaders to learn from peers and experts about current trends and best practices.

As a co-host of the event, SF State Foundation President Robert J. Nava was pleased to open the forum and welcome the participants:


San Francisco State University President Les Wong delivered a keynote address recounting how SF State students prompted the University and the Foundation into action with respect to socially responsible investing:


Other presentations included:

A panel discussion focused on building consensus among trustees for sustainable investing, which featured SF State Foundation board members Leona Bridges and John Gumas.

A panel discussion focused on integrating sustainable investing across the campus community, with participants from SF State, UC Berkeley, and UC Davis.

A talk by Keith Johnson, chair of the Institutional Investors Services Group at Reinhart Boerner Van Deuren, s.c., on addressing fiduciary duty.

A talk by Danielle Fugere, president and CEO of As You Sow, on shareholder engagement as an implementation opportunity.

Learn more about the Intentionally Designed Endowment Forum.