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Our Journey to Values-Aligned Investing

9 a.m. - 10 a.m.
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What does it take to move from traditional investing to values-aligned investing? Join this session to hear from three foundations that have taken incremental steps to incorporate investment policies, practices and statements that demonstrate a commitment to organizational values. 
Presenters will share:

  • Why values-aligned investing matters
  • What steps were necessary to shift toward values-aligned investing & what challenges or unexpected items were handled
  • How staff, trustees and financial advisors participated & how they’ve navigated transitions of board and staff
  • How fiduciary duties and stewardship roles changed during this process
  • How they talk about their investment strategies today 
  • Why values-aligned investing has made their organizations more impactful & how they’re measuring and reflecting on the impact of values-aligned investing

Presenters will include:

  • Nicholas Banovetz, Executive Director and Mercedes Plendl, Program Officer, Better Way Foundation
  • Ambar Hanson, Executive Director and Mark Mortenson, Board Member, Mortenson Family Foundation
  • Casey Shultz, Director of Community & Impact Investing, Saint Paul & Minnesota Foundation
  • Susan Hammel, Session Facilitator, Executive in Residence for Impact Investing, Minnesota Council on Foundations

Log-in details will be provided in your confirmation email. For additional information, please reach out to Paul Masiarchin, 

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