Institutes & Summits

We host and participate in Institutes & Summits with partners. Here is an example:

Nonprofit Leadership Summit

May 17, 2016
12:00 p.m. – 7:00 p.m.

Hayward Room
The Hanover Inn at Dartmouth College
2 E Wheelock St, Hanover, NH 03755
Hanover, New Hampshire

The New Imperative: Impact Maximization

Downs Rachlin Martin and The Legacy Group | Hanover, NH at Morgan Stanley have joined forces to bring together a select group of nonprofit Presidents, CEOs and Executive Directors to explore ways to deploy ESG investing, innovative governance strategies and develop partnerships to maximize your nonprofit’s impact. This fast-paced format will cover a range of critical issues, and provide an opportunity to meet and talk with leaders of Vermont and New Hampshire organizations.


Tesla Model S Test Drives



12:00 – 1:00

Welcome and Luncheon – The State of Vermont and New Hampshire Nonprofits

Mission Based Investing with Key Note Speaker, Mary Jane McQuillen, Managing Director, ESG Investments, ClearBridge Investments, New York, NY

Mission based investing, most relevant for Foundations and Nonprofits, seeks to amplify the impact of a personal or organizational mission through their investment portfolio. This session will examine key trends for mission aligned investors, including identifying the mission in an investment plan or investment policy statement, and implementation in a portfolio.

1:15 – 2:30

Implementing and Sourcing Responsible Investing –  ESG, SRI and Impact Investing Defined

Environmentally conscious and innovative investments designed for impact are quickly evolving; organizations can now maximize the reach of their mission by selecting from a variety of investment strategies capable of achieving market-rate financial returns, while simultaneously creating positive social and environmental value. This section will frame out the Summit’s objectives and walk through the latest industry and how these strategies are being implemented in both large and small endowment portfolios nationwide.

Moderator: Donald R. Wise III, CIMA®, CRPC®, Vice President, Morgan Stanley Wealth Management, Consulting Group | Regional Director

Panelists:  Mamundi (MG) Subhas, CFA, Senior Vice President,  Neuberger Berman, New York, New York, Timothy J. Coffin, Senior Vice President, Breckinridge Capital, Boston, MA David Loehwing, Director, Sustainability Research Department, Pax World Investments, Portsmouth, NH.

2:45 – 3:45

Disrupting Governance and Leadership with Innovative Powers and  Entrepreneurial Behaviors

Moderator: Peter D. Van Oot, Director, Downs Rachlin Martin PLLC

Panelists: Dr. Robert Simpson, CEO, World Purpose Forum, Dr. Jerry Brightman Founder and President of The Leadership Group. 

4:00 – 5:00

Acting Locally and Globally – How to Best Promote the Wellness of Your NGO and the Planet

Moderator: Kate Williams, CEO, 1% for the Planet, Burlington, VT
Panelists: Karen Colberg, Co-CEO/CMO at King Arthur Flour, Norwich, VT,  Benjy Adler,  Co-Founder/Owner of The Skinny Pancake, Burlington, VT.

5:00 – 7:00

Farm-to-Table Cocktail Reception

Sponsored by Brad Hays, Regional Director – Intermediary Distribution Great Lakes Advisors, Chicago, IL.