There is increasing awareness about the importance of foundations having a positive impact with their investments by aligning their endowments with their grantmaking. Shareholder engagement is one way that foundations can influence a company’s behavior by exercising their rights as partial owners. However, shareholder engagement is tool that’s under-utilized by foundations, given a common lack of collaboration between program staff and a foundation’s investment advisors or asset managers.
Come and learn from diverse set of experts in the sector about what shareholder engagement is, where shareholder engagement works, and how to get your foundation started on aligning its assets with its values.
What will you learn?
- Ways shareholder activism can advance mission-related work in various issue areas
- First steps foundations can take to explore shareholder engagement opportunities
- How to work with investment advisors and/or asset managers to get started
Who Should Attend?
All interested funders, regardless of role within your foundation. What to expect: presentation followed by breakout discussions.
- Shelley Alpern, Director of Corporate Engagement, Rhia Ventures
- Rini Banerjee, Executive Director, Jessie Smith Noyes Foundation
- Laura Campos, Director of Corporate and Political Accountability, The Nathan Cummings Foundation
- Josh Zinner, Chief Executive Officer, Interfaith Center on Corporate Responsibility
- Laura Nixon (Moderator), Senior Program Officer, The Educational Foundation of America