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Keynote Panel: Aligning Your Endowment or Investment for Impact

Mar 12: 8:00-8:45

Location: Four Square Ballroom

Keynote Panel: Aligning Your Endowment or Investment Portfolio for Impact

Catherine Burnett of the Phillips Family Foundation will moderate a panel between Shuaib A. Siddiqui  and Rodney D. Foxworth, Jr.. Shuaib A. Siddiqui is the Surdna Foundation’s Director of Impact Investing that made a decision to invest $100M. For the past two years, Shuaib has led the Foundation’s efforts to go beyond its mission-aligned investing strategy to build up the field of impact investing.  Rodney D. Foxworth, Jr. is Executive Director of the Business Alliance for Local Living Economies (BALLE), a national network of local economy innovators and place-based foundations and impact investors. BALLE has helped local philanthropic institutions throughout the U.S. and Canada reallocate over $100M into their communities and mission-aligned investing. The following session will explore the journey from making the original decision to practice.



Shuaib Siddiqui, Director of Impact Investing, Surdna Foundation

Rodney Foxworth, Jr., Executive Director, BALLE (Business Alliance for Local Living Economies)

Catherine Burnett, Chief Impact Officer and Chief Operating Officer, Phillips Family Foundation

Earlier Event: March 12
Breakfast Buffet
Later Event: March 12