GC2017 program det
Aligning Endowment Investments with Philanthropic Mission
Monday, May 1, 2017 / 9:30 am - 10:30 am

Kerry Kennedy, President, Robert F. Kennedy Human Rights

Kim Lew, Vice President and Chief Investment Officer, Carnegie Corporation of New York
Brian O'Neil, Chief Investment Officer, Robert Wood Johnson Foundation
Mark Suzman, Chief Strategy Officer and President, Global Policy and Advocacy, Bill & Melinda Gates Foundation
Darren Walker, President, Ford Foundation
Shawn Wischmeier, Chief Investment Officer, Margaret A. Cargill Philanthropies

There is a long-standing debate of whether a foundation's endowment should reflect the mission of the organization, or the fiduciary responsibility remains to maximize returns. Panelists will discuss:

  • Can endowments benefit financially from mission-related investments?
  • What the risks are in mixing mission with return? Is this better suited from the program side or the endowment side, or both?
  • What is the best process to integrate a foundation's mission with its investment strategy? How can the investment strategy impact grantmaking?
  • How the regulatory environment might impact a more mission aligned endowment portfolio?