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Endowments: Considering Environment, Sustainability and Governance (ESG) Factors
Endowments are unique to institutions including museums. And today, museums are no longer limited to achieving missions through programming alone. Increasingly, investment committees look to their sizable endowments to affect social change by investing in companies that align with their values. The public and donors are also demanding more transparency from organizations they support. This webinar will address what goes into constructing a portfolio considering environment, social and governance (ESG) factors and provide you with the background, perspective, and knowledge to begin this conversation in your museum. New tools within the investment industry now allow for a robust and verifiable comparison of social impact investing with traditional investment strategies and approaches. As with Diversity Equity Inclusion (DEI) initiatives, the corporate sector has led in ESG reporting. Museum trustees from the corporate world can be quite versed in ESG trends. This vocabulary is invaluable for both museum staff and leadership.

Feb 17, 2021 12:00 PM in Eastern Time (US and Canada)

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Lloyd Kurtz
Senior Portfolio Manager/Head of Social Impact Investing @Wells Fargo Private Bank
Lloyd Kurtz is a lecturer of social investing at the Center for Responsible Business, Haas School of Business, a lecturer in finance at Santa Clara University and is Chief Investment Officer at Nelson Capital Management. Lloyd oversees the investment process and manages portfolios for institutional and high net worth clients at Nelson Capital, a Palo Alto money management firm affiliated with Wells Fargo. Prior to joining Nelson, Lloyd spent nine years as a research analyst and Director of Quantitative Research at Harris Bretall Sullivan & Smith, a San Francisco-based money management firm; and before that was Senior Research Analyst at KLD Research & Analytics in Boston.
Walt Burlack
Board Chair @Phipps Conservatory and Botanical Gardens
Wally is the Executive Director of the Community Growth Fund (CGF), a US Treasury Certified Community Development Financial Institution and has managed projects and organizations in the chemical, energy, manufacturing, mining, environmental, community development, and non-profit sectors. He has a demonstrated talent for synthesizing complex project components with diverse participants by leveraging partnerships across industry sectors. In his current role, Wally utilizes his expertise to connect financial, technical, private, and public resources in support of CGF’s mission to connect disadvantage people and organizations with equitable capital and resources. Wally holds a Bachelor of Science from the University of Pittsburgh and a Master of Public Management from Heinz College at Carnegie Mellon University. He also serves on the boards of the Pennsylvania Resources Council, Construction Junction, Peoples Oakland and Venture Outdoors.
Caleb Tuten
Investment manager and research analyst @Wells Fargo Investment Institute, Inc.
Caleb J. Tuten is an investment analyst, Sustainable Investing Lead, and co-Lead of Diversity & Inclusion initiatives for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team conducts due diligence and provides research on the third-party money managers used throughout Wells Fargo's brokerage, private banking, family wealth, and retirement businesses. In his analyst role, Mr. Tuten focuses on the analysis of domestic and international equity Environmental, Social and Governance (ESG)-focused and Socially Responsible Investing (SRI) investment strategies. Prior to joining GMR in 2018, Mr. Tuten worked as an investment specialist for Wells Fargo Private Bank. Mr. Tuten earned a Bachelor of Arts in Economics from Princeton University and is a SASB FSA (Fundamentals in Sustainability Accounting) credential-holder. He is located in New York City.